Knuff & Co LLC 13F 持仓 · 2026年Q2
Knuff & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 3.95 亿美元。前几大持仓：AAPL（11.85%）、MSFT（6.12%）、CAT（5.52%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $46.8M | 11.85% | 161,771 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $24.2M | 6.12% | 65,290 | 增持 |
| 3 | CAT | CATERPILLAR INC | $21.8M | 5.52% | 20,482 | 减持 |
| 4 | PG | PROCTER & GAMBLE CO | $18.5M | 4.69% | 126,346 | 减持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING LTD | $17.7M | 4.47% | 36,998 | 增持 |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $17.1M | 4.34% | 48,471 | 增持 |
| 7 | FTNT | FORTINET INC | $16.2M | 4.11% | 105,607 | 增持 |
| 8 | MELI | MERCADOLIBRE INC | $15.9M | 4.02% | 9,341 | 增持 |
| 9 | NFLX | NETFLIX INC. | $13.0M | 3.30% | 182,592 | 增持 |
| 10 | NVO | NOVO-NORDISK A S | $11.6M | 2.95% | 242,776 | 增持 |
| 11 | AMZN | AMAZON COM INC | $10.5M | 2.65% | 43,960 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $9.9M | 2.51% | 49,535 | 增持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $9.8M | 2.47% | 10,439 | 减持 |
| 14 | AVGO | BROADCOM INC | $8.9M | 2.25% | 23,515 | 减持 |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP | $8.6M | 2.18% | 62,922 | 新建仓 |
| 16 | MNST | MONSTER BEVERAGE CORP | $7.9M | 2.01% | 82,592 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC CL B | $7.2M | 1.83% | 14,412 | 增持 |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $7.1M | 1.80% | 14,288 | 增持 |
| 19 | NOW | SERVICENOW INC | $6.0M | 1.51% | 59,976 | 增持 |
| 20 | CELH | CELSIUS HLDGS INC | $4.8M | 1.23% | 165,499 | 增持 |
| 21 | MDB | MONGODB INC CL A | $4.8M | 1.22% | 14,365 | 减持 |
| 22 | BABA | ALIBABA GROUP HLDG LTD | $4.8M | 1.21% | 49,940 | 减持 |
| 23 | GOOGL | ALPHABET INC CAP STK CL A | $4.7M | 1.19% | 13,135 | 减持 |
| 24 | FLOT | ISHARES FLOATING RATE BOND | $4.5M | 1.13% | 87,524 | 新建仓 |
| 25 | BA | BOEING CO | $3.9M | 0.99% | 18,031 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR