Knuff & Co LLC
FOSTER CITY CA · SEC CIK 0001768089
$3.95亿2026Q2 申报市值
142持仓数
51.4%前十大占比 · 第一大 11.9%
25 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$860.27万
MELI 加仓+$617.51万
FLOT 新建仓+$446.81万
HIMX 新建仓+$381.92万
GOOG 加仓+$271.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,066.69万
MCHP 重新持有-$274.75万
QXO 清仓-$249.64万
PHM 清仓-$140.51万
EFX 减仓-$85.71万
2026Q2 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 | $4,681.00万 | 11.85% | 161,771 | 4,282 | 2.7% | $123.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,416.78万 | 6.12% | 65,290 | 5,427 | 9.1% | $200.89万 | 加仓 |
| CAT | CATERPILLAR INC | $2,181.13万 | 5.52% | 20,482 | -300 | -1.4% | -$31.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,852.74万 | 4.69% | 126,346 | -4,680 | -3.6% | -$68.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING LTD | $1,766.91万 | 4.47% | 36,998 | 140 | 0.4% | $6.69万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,712.63万 | 4.34% | 48,471 | 7,670 | 18.8% | $271.00万 | 加仓 |
| FTNT | FORTINET INC | $1,622.33万 | 4.11% | 105,607 | 1,632 | 1.6% | $25.07万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,585.53万 | 4.02% | 9,341 | 3,638 | 63.8% | $617.51万 | 加仓 |
| NFLX | NETFLIX INC. | $1,303.71万 | 3.30% | 182,592 | 9,092 | 5.2% | $64.92万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,163.87万 | 2.95% | 242,776 | 7,547 | 3.2% | $36.18万 | 加仓 |
| AMZN | AMAZON COM INC | $1,047.74万 | 2.65% | 43,960 | 1,846 | 4.4% | $44.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $991.15万 | 2.51% | 49,535 | 9,120 | 22.6% | $182.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $976.52万 | 2.47% | 10,439 | -84 | -0.8% | -$7.86万 | 减仓 |
| AVGO | BROADCOM INC | $888.28万 | 2.25% | 23,515 | -1,046 | -4.3% | -$39.51万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP | $860.27万 | 2.18% | 62,922 | 62,922 | — | $860.27万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP | $793.87万 | 2.01% | 82,592 | 8,515 | 11.5% | $81.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $721.16万 | 1.83% | 14,412 | 45 | 0.3% | $2.25万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $709.73万 | 1.80% | 14,288 | 307 | 2.2% | $15.25万 | 加仓 |
| NOW | SERVICENOW INC | $595.44万 | 1.51% | 59,976 | 19,462 | 48.0% | $193.22万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $484.58万 | 1.23% | 165,499 | 50,433 | 43.8% | $147.67万 | 加仓 |
| MDB | MONGODB INC CL A | $482.52万 | 1.22% | 14,365 | -994 | -6.5% | -$33.39万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $479.32万 | 1.21% | 49,940 | -6,198 | -11.0% | -$59.49万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $469.41万 | 1.19% | 13,135 | -225 | -1.7% | -$8.04万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND | $446.81万 | 1.13% | 87,524 | 87,524 | — | $446.81万 | 新建仓 |
| BA | BOEING CO | $390.32万 | 0.99% | 18,031 | -30 | -0.2% | -$6,494 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $381.92万 | 0.97% | 248,970 | 248,970 | — | $381.92万 | 新建仓 |
| GE | GE AEROSPACE | $377.44万 | 0.96% | 10,099 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $357.58万 | 0.91% | 30,497 | 5,630 | 22.6% | $66.01万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $356.62万 | 0.90% | 10,543 | 593 | 6.0% | $20.06万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $352.61万 | 0.89% | 7,033 | -273 | -3.7% | -$13.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $312.95万 | 0.79% | 35,656 | 871 | 2.5% | $7.64万 | 加仓 |
| HD | HOME DEPOT INC | $286.94万 | 0.73% | 8,136 | -489 | -5.7% | -$17.25万 | 减仓 |
| ALB | ALBEMARLE CORP | $283.56万 | 0.72% | 21,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $279.35万 | 0.71% | 17,600 | -5,400 | -23.5% | -$85.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $278.68万 | 0.71% | 10,973 | 616 | 5.9% | $15.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $270.14万 | 0.68% | 16,297 | 1,571 | 10.7% | $26.04万 | 加仓 |
| GEV | GE VERNOVA INC | $268.22万 | 0.68% | 2,283 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $222.88万 | 0.56% | 17,641 | 2,845 | 19.2% | $35.94万 | 加仓 |
| ABBV | ABBVIE INC | $215.28万 | 0.55% | 8,555 | -420 | -4.7% | -$10.57万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $212.69万 | 0.54% | 42,050 | 42,050 | — | $212.69万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $204.49万 | 0.52% | 22,305 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $173.98万 | 0.44% | 11,872 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $167.54万 | 0.42% | 13,038 | 2,000 | 18.1% | $25.70万 | 加仓 |
| V | VISA INC CL A | $164.58万 | 0.42% | 4,797 | -403 | -7.8% | -$13.83万 | 减仓 |
| KO | COCA COLA CO | $156.85万 | 0.40% | 19,300 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $153.77万 | 0.39% | 63,859 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $144.43万 | 0.37% | 5,310 | 1,750 | 49.2% | $47.60万 | 加仓 |
| CMI | CUMMINS INC | $140.15万 | 0.35% | 1,965 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $123.09万 | 0.31% | 6,462 | 1,700 | 35.7% | $32.38万 | 加仓 |
| WFC | WELLS FARGO & CO | $118.11万 | 0.30% | 14,292 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $114.79万 | 0.29% | 3,507 | 1,225 | 53.7% | $40.10万 | 加仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN | $109.62万 | 0.28% | 31,765 | 25,025 | 371.3% | $86.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $104.77万 | 0.27% | 2,040 | 391 | 23.7% | $20.08万 | 加仓 |
| APH | AMPHENOL CORP CL A | $100.06万 | 0.25% | 5,675 | 75 | 1.3% | $1.32万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $94.72万 | 0.24% | 16,438 | 200 | 1.2% | $1.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $92.04万 | 0.23% | 2,699 | 2,188 | 428.2% | $74.62万 | 加仓 |
| SBUX | STARBUCKS CORP | $87.68万 | 0.22% | 8,580 | -2,090 | -19.6% | -$21.36万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE | $82.50万 | 0.21% | 23,700 | -15,738 | -39.9% | -$54.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $80.59万 | 0.20% | 1,056 | 313 | 42.1% | $23.89万 | 加仓 |
| BE | BLOOM ENERGY CORP CL A | $77.40万 | 0.20% | 2,557 | 1,692 | 195.6% | $51.22万 | 加仓 |
| QCOM | QUALCOMM INC | $76.58万 | 0.19% | 4,144 | -375 | -8.3% | -$6.93万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $75.89万 | 0.19% | 549 | -1 | -0.2% | -$1,382 | 减仓 |
| LNG | CHENIERE ENERGY INC | $73.47万 | 0.19% | 3,074 | 863 | 39.0% | $20.63万 | 加仓 |
| WM | WASTE MGMT INC | $71.32万 | 0.18% | 3,200 | -1,721 | -35.0% | -$38.36万 | 减仓 |
| AMGN | AMGEN INC | $65.18万 | 0.17% | 1,800 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $64.26万 | 0.16% | 323 | -45 | -12.2% | -$8.95万 | 减仓 |
| VLTO | VERALTO CORP | $61.93万 | 0.16% | 6,983 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $56.80万 | 0.14% | 1,333 | 880 | 194.3% | $37.50万 | 加仓 |
| GLD | SPDR GOLD SHARES | $54.70万 | 0.14% | 1,485 | -125 | -7.8% | -$4.60万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $52.44万 | 0.13% | 5,750 | -30,126 | -84.0% | -$274.75万 | 重新持有 |
| EMR | EMERSON ELEC CO | $48.67万 | 0.12% | 3,400 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $46.50万 | 0.12% | 1,560 | 860 | 122.9% | $25.63万 | 加仓 |
| TJX | TJX COS INC | $46.36万 | 0.12% | 3,060 | -240 | -7.3% | -$3.64万 | 减仓 |
| ECL | ECOLAB INC | $44.72万 | 0.11% | 1,605 | -325 | -16.8% | -$9.05万 | 减仓 |
| LIN | LINDE PLC | $39.85万 | 0.10% | 768 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $39.67万 | 0.10% | 1,816 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $35.42万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $34.62万 | 0.09% | 6,500 | 5,500 | 550.0% | $29.29万 | 加仓 |
| META | META PLATFORMS INC CL A | $34.36万 | 0.09% | 610 | 400 | 190.5% | $22.53万 | 加仓 |
| MPLX | MPLX LP | $30.98万 | 0.08% | 5,500 | 5,500 | — | $30.98万 | 新建仓 |
| DIS | DISNEY WALT CO | $30.13万 | 0.08% | 3,130 | -8,140 | -72.2% | -$78.35万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A | $29.33万 | 0.07% | 2,635 | 2,635 | — | $29.33万 | 新建仓 |
| PEP | PEPSICO INC | $28.54万 | 0.07% | 2,108 | -500 | -19.2% | -$6.77万 | 减仓 |
| COP | CONOCOPHILLIPS | $28.54万 | 0.07% | 2,745 | 2,745 | — | $28.54万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.12万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $27.01万 | 0.07% | 2,797 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $26.96万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC CL A | $26.17万 | 0.07% | 7,900 | 7,900 | — | $26.17万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $25.86万 | 0.07% | 5,325 | 5,325 | — | $25.86万 | 新建仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND | $25.15万 | 0.06% | 2,500 | -500 | -16.7% | -$5.03万 | 减仓 |
| MS | MORGAN STANLEY | $24.56万 | 0.06% | 1,175 | 1,175 | — | $24.56万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $23.99万 | 0.06% | 2,600 | 1,900 | 271.4% | $17.53万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.22万 | 0.06% | 6,830 | -325 | -4.5% | -$1.10万 | 减仓 |
| LLY | ELI LILLY & CO | $22.91万 | 0.06% | 191 | -30 | -13.6% | -$3.60万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.65万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 | $20.33万 | 0.05% | 296 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $20.26万 | 0.05% | 1,525 | 1,525 | — | $20.26万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $19.91万 | 0.05% | 1,050 | 1,050 | — | $19.91万 | 新建仓 |
| DUK | DUKE ENERGY CORP | $19.49万 | 0.05% | 1,540 | 182 | 13.4% | $2.30万 | 加仓 |