13FBOX
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

No.5271 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.51亿
环比变动 Q1 2026
+$3,620.4万+11.5%
持仓股票数
166
新买入
11
加仓
108
减仓
26
清仓
1
持股不变
21
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺交易所交易基金信托RSP
7.43%8.28%$2,611.0万12.3万股$2,609.5万12.9万股-6,260股-4.85%减仓
亚马逊AMZN
4.95%5.75%$1,737.5万7.3万股$1,812.7万7.1万股+1,709股+2.40%加仓
I景顺QQQ信托VOO
3.73%2.8%$1,311.2万1.8万股$883.2万1.3万股+4,308股+31.92%加仓
英伟达NVDA
2.97%3.18%$1,042.3万5.2万股$1,001.9万5.0万股+2,454股+4.94%加仓
SNOWFLAKE COM SHSSNOW
2.95%2.05%$1,035.2万4.1万股$646.8万4.2万股-998股-2.39%减仓
谷歌AGOOGL
2.78%2.91%$976.2万2.7万股$917.7万2.7万股+246股+0.91%加仓
阿斯麦ASML
2.74%2.2%$962.9万4,840股$691.7万4,796股+44股+0.92%加仓
台积电TSM
2.08%1.85%$730.2万1.5万股$583.3万1.5万股+179股+1.18%加仓
布鲁克菲尔德BN
1.81%2.25%$636.7万15.0万股$708.8万15.4万股-4,024股-2.62%减仓
帕兰提尔PLTR
1.68%2.34%$589.8万5.1万股$737.5万4.8万股+2,104股+4.34%加仓
苹果AAPL
1.66%1.63%$584.6万2.0万股$512.1万1.9万股+1,421股+7.57%加仓
VisaV
1.57%1.55%$553.0万1.6万股$487.4万1.6万股+429股+2.73%加仓
Meta平台META
1.56%1.96%$548.2万9,732股$618.8万9,164股+568股+6.20%加仓
微软MSFT
1.55%1.82%$542.7万1.5万股$573.3万1.3万股+1,277股+9.62%加仓
泛林集团LRCX
1.49%0.98%$524.4万1.2万股$307.7万1.2万股+488股+4.20%加仓
万事达MA
1.47%1.63%$517.6万1.0万股$512.4万1.0万股+17股+0.17%加仓
派克汉尼汾PH
1.45%1.57%$509.6万5,210股$495.6万5,181股+29股+0.56%加仓
V先锋领航指数基金VOO
1.42%1.46%$500.1万7,282股$459.9万7,041股+241股+3.42%加仓
I景顺·NASDAQ 100 ETFQQQM
1.32%1.31%$463.3万1.5万股$411.8万1.5万股+4股+0.03%加仓
CrowdStrikeCRWD
1.31%0.87%$459.0万6,014股$272.5万5,855股+159股+2.72%加仓
V先锋领航·FTSEVEA
1.25%1.35%$440.0万6.2万股$424.2万6.2万股-351股-0.57%减仓
特斯拉TSLA
1.22%1.25%$426.9万1.0万股$395.1万1.0万股+2股+0.02%加仓
贝莱德·INC COMBLK
1.21%1.49%$426.2万4,433股$468.1万4,416股+17股+0.38%加仓
V先锋领航全球基金VGT
1.04%0.67%$364.9万3.1万股$210.4万2.0万股+1.0万股+49.20%加仓
IiShares安硕信托USMV
1.03%1.04%$361.3万3.7万股$327.1万3.5万股+2,667股+7.67%加仓
应用材料AMAT
1%0.62%$352.6万4,876股$195.5万4,849股+27股+0.56%加仓
V先锋领航指数基金VB
0.99%1.03%$347.3万1.1万股$323.6万1.1万股+62股+0.54%加仓
PALO ALTOPANW
0.97%0.55%$341.1万1.0万股$172.5万9,567股+436股+4.56%加仓
MERCADOLIBRE COMMELI
0.97%1.18%$339.1万1,998股$370.6万2,006股-8股-0.40%减仓
联合太平洋铁路UNP
0.95%0.93%$334.6万1.2万股$293.3万1.2万股+588股+5.02%加仓
博通AVGO
0.95%1.01%$333.1万8,819股$317.7万7,563股+1,256股+16.61%加仓
明晟MSCI
0.87%1.02%$306.3万5,470股$321.8万5,269股+201股+3.81%加仓
JacobsJ
0.85%0.99%$298.5万2.4万股$312.1万2.5万股-810股-3.31%减仓
德州仪器TXN
0.84%0.74%$293.7万9,855股$232.0万9,838股+17股+0.17%加仓
CloudflareNET
0.82%0.75%$286.9万1.2万股$235.0万1.1万股+367股+3.24%加仓
科磊KLAC
0.78%0.52%$273.7万9,072股$164.2万907股+8,165股+900.22%加仓
WASTE MGMT DELWM
0.76%0.83%$267.6万1.2万股$260.2万1.2万股+452股+3.91%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.74%1.03%$258.9万2.1万股$325.0万2.0万股+565股+2.76%加仓
优步UBER
0.73%0.82%$256.2万3.6万股$258.2万3.4万股+1,286股+3.76%加仓
摩根大通JPM
0.71%0.68%$250.9万7,665股$215.4万6,889股+776股+11.26%加仓
穆迪MCO
0.67%0.78%$236.4万5,220股$247.1万5,262股-42股-0.80%减仓
宣伟SHW
0.67%0.72%$235.9万6,852股$227.4万6,798股+54股+0.79%加仓
洛克希德马丁LMT
0.67%0.81%$234.9万4,611股$255.3万4,601股+10股+0.22%加仓
林德LIN
0.67%0.68%$234.1万4,512股$214.4万4,330股+182股+4.20%加仓
PProShares信托NOBL
0.65%0.56%$228.8万4.1万股$177.2万1.6万股+2.4万股+147.86%加仓
好市多COST
0.63%0.74%$220.4万2,356股$234.3万2,333股+23股+0.99%加仓
GGlobal X基金SHLD
0.62%0.59%$218.9万3.7万股$184.3万2.6万股+1.0万股+39.36%加仓
V先锋领航指数基金VUG
0.62%0.66%$216.2万2.5万股$208.0万2.5万股00.00%持仓不变
REPUBLIC SVCSRSG
0.61%0.65%$214.5万1.0万股$203.7万9,911股+157股+1.58%加仓
IiShares比特币ETFIBIT
0.61%0.87%$212.7万6.4万股$273.4万6.1万股+2,887股+4.73%加仓

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