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KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0002019084
持仓数
156
前50大市值合计
$233.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 141 项
建仓 18
增持 88
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON.COM INC
+$3.3M
33,143
+43%
建仓
BN
BROOKFIELD CORP FCLASS A
+$3.1M
50,183
增持
NVDA
NVIDIA CORP
+$2.6M
40,625
+9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF IV
+$2.2M
86,921
+4%
增持
SNOW
SNOWFLAKE INC CLASS A
+$2.2M
23,052
+11%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$2.1M
46,534
+3%
增持
META
META PLATFORMS INC CLASS A
+$1.7M
6,716
+3%
增持
MSFT
MICROSOFT CORP
+$1.7M
10,287
+9%
增持
VEA
VANGUARD FTSE DEVELOPED MATS ETF IV
+$1.3M
27,808
+388%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
19,797
+170%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$1.2M
3,596
+34%
增持
NET
CLOUDFLARE INC CLASS A
+$1.2M
9,168
+55%
增持
MELI
MERCADOLIBRE INC
+$1.1M
709
+107%
增持
IBIT
ISHARES BITCOIN ETF
+$1.0M
31,517
+68%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$1.0M
10,214
+19%
增持
VOO
VANGUARD S&P 500 ETF IV
+$975.8K
5,145
+28%
减持
INTU
INTUIT
+$970.7K
4,800
-0%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF IV
+$906.4K
15,213
+163%
增持
VUG
VANGUARD GROWTH ETF IV
+$853.5K
2,424
+308%
增持
GOOGL
ALPHABET INC CLASS A
+$843.5K
25,215
+6%
清仓
NKE
NIKE INC CLASS B
-$814.3K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$793.4K
4,960
+8%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$751.6K
18,007
+162%
增持
ORCL
ORACLE CORP
+$750.9K
8,331
+0%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$746.1K
5,362
+108%
增持
—
BLACKROCK INC NEW
+$719.9K
3,400
+5%
增持
TSLA
TESLA INC
+$707.9K
8,058
+5%
清仓
SBUX
STARBUCKS CORP
-$690.6K
0
-100%
增持
AVGO
BROADCOM INC
+$659.6K
6,219
+1%
增持
NOW
SERVICENOW INC
+$614.9K
1,947
+8%
减持
TXN
TEXAS INSTRS INC
+$609.5K
10,739
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$591.0K
4,898
+100%
清仓
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND CLASS S
-$589.3K
0
-100%
建仓
—
BLACKSTONE PRIVATE CREDIT FUND CLASS I
+$585.8K
23,238
建仓
QQQ
INVESCO QQQ-U ETF
+$566.6K
1,027
增持
MA
MASTERCARD INC CLASS A
+$557.7K
9,237
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$547.9K
3,198
-6%
增持
MCO
MOODYS CORP
+$537.8K
4,914
+8%
增持
V
VISA INC CLASS A
+$531.7K
14,118
+4%
建仓
IWR
ISHARES RUSSELL MID CAP ETF IV
+$530.4K
5,767
增持
ICE
INTERCONTINENTAL EXCHANG
+$515.9K
15,420
+6%
减持
VB
VANGUARD SMALL CAP ETF IV
-$476.2K
7,641
-31%
增持
JPM
JPMORGAN CHASE & CO
+$471.3K
6,259
+8%
增持
PH
PARKER-HANNIFIN CORP
+$436.3K
2,556
+6%
增持
—
LAM RESH CORP
+$430.8K
10,468
+13%
增持
SHOP
SHOPIFY INC FCLASS A
+$426.6K
8,941
+24%
建仓
SHLD
GLOBAL X DEFENSE TECH ETF IV
+$417.1K
6,923
建仓
TECB
ISHARES US TECH BRKTHRGHMLTSCTR ETF
+$408.4K
7,120
建仓
IVV
ISHARES CORE S&P 500 ETF IV
+$389.0K
627
建仓
SNWV
COREWEAVE INC CLASS A
+$358.7K
2,200
增持
TTD
THE TRADE DESK INC CLASS A
+$358.3K
15,293
+3%
清仓
AMTM
AMENTUM HLDGS INC EQUITYCLASS EQUITY
-$348.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$343.9K
4,773
+24%
增持
SPGI
S&P GLOBAL INC
+$324.4K
2,615
+15%
建仓
NOBL
PROSHARES S&P 500 DIV ARISTOC ETF IV
+$314.7K
3,125
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$314.1K
4,775
+129%
清仓
MKC
MCCORMICK & CO INC
-$306.7K
0
-100%
增持
MSCI
MSCI INC
+$291.9K
4,525
+7%
增持
—
ARISTA NETWORKS INC
+$289.1K
6,585
+22%
增持
SCHW
CHARLES SCHWAB CORP
+$283.0K
9,405
+25%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$270.4K
1,345
+82%
增持
KLAC
KLA CORP
+$265.7K
833
+10%
建仓
MDB
MONGODB INC CLASS A
+$259.1K
1,234
增持
DHR
DANAHER CORP
+$254.8K
8,240
+12%
增持
SHW
SHERWIN-WILLIAMS CO
+$249.5K
6,448
+9%
建仓
IJH
ISHARES CORE S&P MID CAPETF IV
+$240.0K
3,869
建仓
ITA
ISHARES US AEROSPACE DEFENSE ETF
+$236.4K
1,253
建仓
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
+$235.4K
2,241
建仓
VTI
VANGUARD TOTAL STOCK MARKET E ETF IV
+$235.2K
774
减持
BKNG
BOOKING HLDGS INC
+$234.5K
204
-1%
减持
PEP
PEPSICO INC
-$230.4K
7,506
-12%
建仓
IWP
ISHARES RUSSELL MID CAP GRW ETF IV
+$229.9K
1,658
增持
VNQ
VANGUARD REAL ESTATE ETF IV
+$228.2K
8,944
+37%
增持
NFLX
NETFLIX INC
+$218.3K
551
+3%
建仓
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$217.7K
2,600
建仓
ARM
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$217.4K
1,344
增持
UNP
UNION PAC CORP
+$215.5K
4,735
+19%
建仓
SNPS
SYNOPSYS INC
+$213.8K
417
增持
BX
BLACKSTONE INC
+$210.7K
10,380
+1%
清仓
—
MEDTRONIC PLC F
-$210.4K
0
-100%
增持
CRM
SALESFORCE INC
+$204.3K
6,528
+2%
增持
—
LINDE PLC F
+$196.9K
3,014
+12%
增持
CME
CME GROUP INC CLASS A
+$195.6K
5,046
+11%
减持
ADBE
ADOBE INC
-$192.3K
620
-50%
增持
ROP
ROPER TECHNOLOGIES INC
+$187.9K
3,630
+8%
增持
WM
WASTE MGMT INC DEL
+$185.5K
8,537
+12%
增持
HON
HONEYWELL INTL INC
+$176.5K
4,493
+2%
减持
SPY
SPDR S&P 500 ETF IV
+$172.2K
1,893
-0%
增持
SYK
STRYKER CORP
+$168.9K
3,419
+0%
增持
AAPL
APPLE INC
+$166.6K
18,294
+0%
增持
CP
CANADIAN PACIFIC KAN F
+$163.4K
8,727
+23%
增持
—
MONDAY COM LTD F
+$162.7K
1,280
+31%
减持
RTX
RTX CORP
+$152.1K
9,883
-1%
增持
TSCO
TRACTOR SUPPLY CO
+$147.0K
17,624
+13%
增持
ISRG
INTUITIVE SURGICAL INC
+$142.6K
1,475
+8%
增持
RSG
REPUBLIC SVCS INC
+$141.5K
8,749
+6%
减持
ELV
ELEVANCE HEALTH INC
-$138.4K
1,526
-11%
增持
WCN
WASTE CONNECTIONS INC F
+$128.4K
2,713
+42%
增持
FTNT
FORTINET INC
+$127.6K
8,365
+6%
减持
IDXX
IDEXX LABS INC
+$111.6K
966
-2%
增持
APD
AIR PRODS & CHEMS INC
+$104.6K
3,446
+4%
增持
—
EXXON MOBIL CORP
+$102.4K
4,971
+23%
减持
PG
PROCTER & GAMBLE CO
-$100.6K
4,913
-5%
减持
CNSWF
CONSTELLATION SOFTWARE F
+$99.4K
378
-1%
增持
GOOG
ALPHABET INC CLASS C
+$93.0K
1,847
+21%
增持
VRSK
VERISK ANALYTICS INC CLASS A
+$86.6K
4,034
+1%
增持
ROL
ROLLINS INC
+$83.8K
10,599
+15%
增持
HD
HOME DEPOT INC
+$83.7K
3,704
+3%
增持
GD
GENERAL DYNAMICS CORP
+$77.7K
4,763
+0%
减持
VO
VANGUARD MID CAP ETF IV
+$74.1K
2,563
-2%
增持
IVW
ISHARES S&P 500 GROWTH ETF IV
+$73.6K
3,201
+2%
减持
PTC
PTC INC
+$73.3K
2,758
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$72.2K
1,592
-1%
增持
TYL
TYLER TECHNOLOGIES INC
+$61.7K
1,770
+2%
减持
CHD
CHURCH & DWIGHT INC
-$55.9K
3,151
-7%
减持
TW
TRADEWEB MKTS INC CLASS A
+$51.5K
4,757
-1%
增持
CDNS
CADENCE DESIGN SYS INC
+$51.3K
897
+4%
减持
—
ACCENTURE PLC IRELAND FCLASS A
+$40.5K
3,968
-2%
增持
VWO
VANGUARD FTSE EMERGING MARK ETF IV
+$40.1K
6,475
+0%
减持
ADSK
AUTODESK INC
+$39.3K
1,168
-6%
增持
AMT
AMERICAN TOWER CORP NEW REIT
+$38.9K
5,788
+4%
减持
WDAY
WORKDAY INC CLASS A
+$38.5K
2,343
-1%
减持
JNJ
JOHNSON & JOHNSON
-$37.6K
4,238
-3%
减持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
+$30.4K
7,458
-1%
增持
ABT
ABBOTT LABS
+$24.0K
4,638
+0%
增持
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$22.5K
4,713
+14%
减持
KO
THE COCA-COLA CO
-$21.4K
4,690
-3%
增持
NEE
NEXTERA ENERGY INC
+$19.1K
4,330
+2%
减持
RPM
RPM INTL INC
-$18.3K
2,737
-12%
增持
ORLY
O REILLY AUTOMOTIVE INC
-$16.5K
4,215
+1379%
减持
TEAM
ATLASSIAN CORP CLASS A
-$15.8K
1,266
-6%
减持
LOW
LOWES COS INC
+$15.4K
9,376
-1%
增持
RSPS
INVS SP 500 EQL WGH CNSMSTPL ETF IV
+$13.0K
7,210
+8%
增持
EPD
ENTERPRISE PRODS PART LP
+$11.6K
12,850
+3%
增持
COST
COSTCO WHSL CORP NEW
-$9.4K
2,305
+0%
增持
TMO
THERMO FISHER SCIENTIFIC
-$9.2K
1,999
+4%
减持
DDOG
DATADOG INC CLASS A
+$8.5K
3,056
-31%
增持
FAST
FASTENAL CO
+$3.7K
6,624
+97%
增持
LMT
LOCKHEED MARTIN CORP
-$3.7K
4,536
+0%
减持
ZTS
ZOETIS INC CLASS A
+$2.2K
6,361
-4%
增持
VZ
VERIZON COMMUNICATIONS I
-$544
12,965
+2%
