Knuff & Co LLC
FOSTER CITY CA · SEC CIK 0001768089
$3.32亿2026Q1 申报市值
134持仓数
50.5%前十大占比 · 第一大 12.0%
18 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NOW 加仓+$363.56万
TSM 加仓+$308.55万
QXO 加仓+$242.02万
NVO 加仓+$233.29万
MELI 加仓+$125.53万
2026Q1 卖出最多 按季末市值估算
AMT 减仓-$256.02万
BRK/B 减仓-$122.00万
AMZN 减仓-$77.10万
CELH 减仓-$45.47万
TMO 减仓-$40.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,996.91万 | 12.04% | 157,489 | -1,352 | -0.9% | -$34.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,215.94万 | 6.68% | 59,863 | 256 | 0.4% | $9.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,892.54万 | 5.70% | 131,026 | -2,421 | -1.8% | -$34.97万 | 减仓 |
| NFLX | NETFLIX INC. | $1,668.20万 | 5.03% | 173,500 | 7,174 | 4.3% | $68.98万 | 加仓 |
| CAT | CATERPILLAR INC | $1,472.32万 | 4.44% | 20,782 | 213 | 1.0% | $15.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,245.62万 | 3.75% | 36,858 | 9,130 | 32.9% | $308.55万 | 加仓 |
| GOOG | ALPHABET INC CL C | $1,170.42万 | 3.53% | 40,801 | 328 | 0.8% | $9.41万 | 加仓 |
| — | EXXON MOBIL CORP | $1,066.69万 | 3.21% | 62,872 | -45 | -0.1% | -$7,635 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,048.52万 | 3.16% | 10,523 | -93 | -0.9% | -$9.27万 | 减仓 |
| MELI | MERCADOLIBRE INC | $986.06万 | 2.97% | 5,703 | 726 | 14.6% | $125.53万 | 加仓 |
| AMZN | AMAZON COM INC | $877.11万 | 2.64% | 42,114 | -3,702 | -8.1% | -$77.10万 | 减仓 |
| NVO | NOVO-NORDISK A S | $864.47万 | 2.60% | 235,229 | 63,479 | 37.0% | $233.29万 | 加仓 |
| FTNT | FORTINET INC | $849.68万 | 2.56% | 103,975 | -1,325 | -1.3% | -$10.83万 | 减仓 |
| AVGO | BROADCOM INC | $760.19万 | 2.29% | 24,561 | -562 | -2.2% | -$17.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $704.84万 | 2.12% | 40,415 | -755 | -1.8% | -$13.17万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $704.31万 | 2.12% | 56,138 | -662 | -1.2% | -$8.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $688.47万 | 2.07% | 14,367 | -2,546 | -15.1% | -$122.00万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $624.31万 | 1.88% | 13,981 | -216 | -1.5% | -$9.65万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP | $536.76万 | 1.62% | 74,077 | 1,600 | 2.2% | $11.59万 | 加仓 |
| NOW | SERVICENOW INC | $423.57万 | 1.28% | 40,514 | 34,774 | 605.8% | $363.56万 | 加仓 |
| EFX | EQUIFAX INC | $414.16万 | 1.25% | 23,000 | -500 | -2.1% | -$9.00万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $408.25万 | 1.23% | 115,066 | -12,815 | -10.0% | -$45.47万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $384.18万 | 1.16% | 13,360 | 696 | 5.5% | $20.01万 | 加仓 |
| ALB | ALBEMARLE CORP | $377.01万 | 1.14% | 21,000 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $375.94万 | 1.13% | 15,359 | 1,188 | 8.4% | $29.08万 | 加仓 |
| BA | BOEING CO | $359.47万 | 1.08% | 18,061 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $359.11万 | 1.08% | 7,306 | -832 | -10.2% | -$40.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $323.08万 | 0.97% | 34,785 | 300 | 0.9% | $2.79万 | 加仓 |
| CVX | CHEVRON CORPORATION | $304.68万 | 0.92% | 14,726 | 200 | 1.4% | $4.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $300.97万 | 0.91% | 9,950 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $286.59万 | 0.86% | 10,099 | 9 | 0.1% | $2,554 | 加仓 |
| HD | HOME DEPOT INC | $283.67万 | 0.85% | 8,625 | -115 | -1.3% | -$3.78万 | 减仓 |
| AFL | AFLAC INC | $272.82万 | 0.82% | 24,867 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $253.16万 | 0.76% | 10,357 | 2,110 | 25.6% | $51.58万 | 加仓 |
| QXO | QXO INC | $249.64万 | 0.75% | 128,548 | 124,623 | 3,175.1% | $242.02万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $206.21万 | 0.62% | 14,796 | 400 | 2.8% | $5.57万 | 加仓 |
| GEV | GE VERNOVA INC | $199.28万 | 0.60% | 2,283 | 28 | 1.2% | $2.44万 | 加仓 |
| ABBV | ABBVIE INC | $195.20万 | 0.59% | 8,975 | 1,400 | 18.5% | $30.45万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $190.11万 | 0.57% | 22,305 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $179.32万 | 0.54% | 63,859 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $174.65万 | 0.53% | 11,872 | 3,620 | 43.9% | $53.25万 | 加仓 |
| V | VISA INC CL A | $157.16万 | 0.47% | 5,200 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $146.78万 | 0.44% | 19,300 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $140.51万 | 0.42% | 11,947 | -1,383 | -10.4% | -$16.27万 | 减仓 |
| MRK | MERCK & CO INC | $132.78万 | 0.40% | 11,038 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE | $120.29万 | 0.36% | 39,438 | -1,000 | -2.5% | -$3.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $113.78万 | 0.34% | 14,292 | -2,400 | -14.4% | -$19.11万 | 减仓 |
| WM | WASTE MGMT INC | $113.08万 | 0.34% | 4,921 | -809 | -14.1% | -$18.59万 | 减仓 |
| DIS | DISNEY WALT CO | $108.62万 | 0.33% | 11,270 | -1,787 | -13.7% | -$17.22万 | 减仓 |
| CMI | CUMMINS INC | $105.72万 | 0.32% | 1,965 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $98.48万 | 0.30% | 16,238 | 5,300 | 48.5% | $32.14万 | 加仓 |
| SBUX | STARBUCKS CORP | $95.59万 | 0.29% | 10,670 | 225 | 2.2% | $2.02万 | 加仓 |
| DHR | DANAHER CORP | $90.29万 | 0.27% | 4,762 | -107 | -2.2% | -$2.03万 | 减仓 |
| UNP | UNION PAC CORP | $86.37万 | 0.26% | 3,560 | -100 | -2.7% | -$2.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $82.39万 | 0.25% | 1,649 | 163 | 11.0% | $8.14万 | 加仓 |
| APH | AMPHENOL CORP CL A | $70.76万 | 0.21% | 5,600 | 5,600 | — | $70.76万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $69.28万 | 0.21% | 1,610 | -125 | -7.2% | -$5.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $67.13万 | 0.20% | 2,282 | -87 | -3.7% | -$2.56万 | 减仓 |
| AMGN | AMGEN INC | $63.33万 | 0.19% | 1,800 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $62.74万 | 0.19% | 2,211 | 2,211 | — | $62.74万 | 新建仓 |
| VLTO | VERALTO CORP | $61.74万 | 0.19% | 6,983 | 1,700 | 32.2% | $15.03万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $60.13万 | 0.18% | 550 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $58.20万 | 0.18% | 4,519 | -3,025 | -40.1% | -$38.96万 | 减仓 |
| TJX | TJX COS INC | $52.70万 | 0.16% | 3,300 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $51.34万 | 0.15% | 2,975 | -14,835 | -83.3% | -$256.02万 | 减仓 |
| ECL | ECOLAB INC | $51.34万 | 0.15% | 1,930 | 1,535 | 388.6% | $40.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $50.05万 | 0.15% | 4,875 | -1,487 | -23.4% | -$15.27万 | 减仓 |
| ASML | ASML HLDG NV | $48.61万 | 0.15% | 368 | -25 | -6.4% | -$3.30万 | 减仓 |
| CRM | SALESFORCE INC | $46.95万 | 0.14% | 2,515 | -349 | -12.2% | -$6.51万 | 减仓 |
| EMR | EMERSON ELEC CO | $44.55万 | 0.13% | 3,400 | 3,400 | — | $44.55万 | 新建仓 |
| PEP | PEPSICO INC | $40.50万 | 0.12% | 2,608 | -294 | -10.1% | -$4.57万 | 减仓 |
| LIN | LINDE PLC | $38.07万 | 0.11% | 768 | 193 | 33.6% | $9.57万 | 加仓 |
| PGR | PROGRESSIVE CORP | $36.00万 | 0.11% | 1,816 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.32万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND | $29.72万 | 0.09% | 3,000 | 2,200 | 275.0% | $21.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $29.01万 | 0.09% | 743 | 743 | — | $29.01万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE | $25.32万 | 0.08% | 2,797 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $24.99万 | 0.08% | 3,511 | -1,530 | -30.4% | -$10.89万 | 减仓 |
| WAB | WABTEC | $24.99万 | 0.08% | 1,000 | -3 | -0.3% | -$750 | 减仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN | $24.37万 | 0.07% | 6,740 | 6,740 | — | $24.37万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.24万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.90万 | 0.07% | 7,155 | 2,750 | 62.4% | $8.80万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $21.58万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $20.74万 | 0.06% | 5,322 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $20.33万 | 0.06% | 221 | -65 | -22.7% | -$5.98万 | 减仓 |
| ACN | ACCENTURE PLC CLASS A | $19.83万 | 0.06% | 1,000 | 1,000 | — | $19.83万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $19.77万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $18.90万 | 0.06% | 800 | -149 | -15.7% | -$3.52万 | 减仓 |
| DUK | DUKE ENERGY CORP | $17.78万 | 0.05% | 1,358 | -1,500 | -52.5% | -$19.64万 | 减仓 |
| VOO | VANGUARD S&P 500 | $17.69万 | 0.05% | 296 | -67 | -18.5% | -$4.00万 | 减仓 |
| ETN | EATON CORP PLC | $16.20万 | 0.05% | 453 | -3 | -0.7% | -$1,073 | 减仓 |
| ENB | ENBRIDGE INC | $14.08万 | 0.04% | 2,600 | 348 | 15.5% | $1.88万 | 加仓 |
| — | PLANET LABS PBC | $13.97万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $13.59万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $13.53万 | 0.04% | 780 | 780 | — | $13.53万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS | $13.33万 | 0.04% | 2,081 | 1,603 | 335.4% | $10.27万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $13.05万 | 0.04% | 11,250 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $12.89万 | 0.04% | 752 | -50 | -6.2% | -$8,571 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | $12.70万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $12.01万 | 0.04% | 210 | -15 | -6.7% | -$8,582 | 减仓 |