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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 139 项
建仓 11
增持 84
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BN
BROOKFIELD CORP FCLASS A
+$2.7M
84,732
+69%
增持
AMZN
AMAZON.COM INC
+$2.5M
44,294
+34%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$2.2M
46,842
+1%
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
GOOGL
ALPHABET INC CLASS CLASS A
+$1.8M
25,854
+3%
增持
NVDA
NVIDIA CORP
+$1.8M
44,084
+9%
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$1.8M
92,774
+7%
增持
TSLA
TESLA INC
+$1.6M
9,274
+15%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.3M
47,817
+72%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$1.2M
12,625
+24%
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$1.2M
9,767
+105%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$1.1M
4,152
+15%
增持
UBER
UBER TECHNOLOGIES INC
+$1.1M
30,254
+53%
增持
AAPL
APPLE INC
+$1.1M
19,074
+4%
增持
—
BLACKROCK INC NEW
+$1.1M
4,002
+18%
增持
IBIT
ISHARES BITCOIN ETF
+$935.0K
44,064
+40%
建仓
ETHA
ISHARES ETHEREUM TRUST ETF IV
+$816.3K
25,906
增持
UNP
UNION PAC CORP
+$781.0K
7,913
+67%
增持
SHOP
SHOPIFY INC FCLASS CLASS A
+$768.2K
12,109
+35%
建仓
KKR
KKR & CO INC
+$715.0K
5,502
增持
MSFT
MICROSOFT CORP
+$712.9K
11,256
+9%
增持
BX
BLACKSTONE INC
+$699.7K
13,184
+27%
减持
CRM
SALESFORCE INC
-$691.6K
4,593
-30%
增持
SNOW
SNOWFLAKE INC
+$620.7K
25,622
+11%
增持
MELI
MERCADOLIBRE INC
+$600.7K
1,050
+48%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$594.7K
2,529
+227%
增持
—
ARISTA NETWORKS INC
+$563.8K
8,493
+29%
减持
INTU
INTUIT
-$561.3K
4,715
-2%
增持
ORCL
ORACLE CORP
+$555.0K
8,450
+1%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$543.6K
1,849
+80%
增持
—
LAM RESH CORP
+$503.4K
11,369
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$467.4K
4,243
+33%
减持
FTNT
FORTINET INC
-$454.5K
5,112
-39%
增持
NET
CLOUDFLARE INC CLASS A
+$418.6K
10,317
+13%
减持
TTD
THE TRADE DESK INC CLASS CLASS A
-$409.2K
14,115
-8%
增持
AVGO
BROADCOM INC
+$408.5K
6,434
+3%
减持
—
ACCENTURE PLC IRELAND FCLASS A
-$404.0K
3,171
-20%
清仓
—
MONDAY COM LTD F
-$402.5K
0
-100%
减持
CNSWF
CONSTELLATION SOFTWARE F
-$400.9K
363
-4%
增持
VB
VANGUARD SMALL CAP ETF
+$355.5K
8,519
+11%
增持
VUG
VANGUARD GROWTH ETF
+$348.8K
2,943
+21%
建仓
NDAQ
NASDAQ INC
+$329.3K
3,723
增持
JPM
JPMORGAN CHASE & CO
+$321.4K
6,771
+8%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$308.0K
10,323
+49%
增持
PANW
PALO ALTO NETWORKS INC
+$293.9K
6,366
+30%
增持
PH
PARKER-HANNIFIN CORP
+$291.3K
2,739
+7%
建仓
—
NEBIUS GROUP N V A FCLASS A
+$276.7K
2,465
减持
TXN
TEXAS INSTRS INC
-$272.3K
10,654
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$261.9K
3,116
减持
LOW
LOWES COS INC
+$260.1K
9,313
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$259.8K
5,197
+1%
清仓
MDB
MONGODB INC CLASS A
-$259.1K
0
-100%
清仓
TEAM
ATLASSIAN CORP CLASS A
-$257.1K
0
-100%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$257.1K
17,712
+16%
减持
AMT
AMERICAN TOWER CORP NEW REIT
-$255.7K
5,322
-8%
减持
VRSK
VERISK ANALYTICS INC CLASS A
-$248.5K
4,008
-1%
增持
GD
GENERAL DYNAMICS CORP
+$245.1K
4,793
+1%
清仓
ADBE
ADOBE INC
-$239.9K
0
-100%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$234.3K
1,662
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$233.3K
2,978
增持
QQQM
INVESCO NASDAQ 100 ETF
+$230.9K
5,862
+9%
建仓
APP
APPLOVIN CORP CLASS A
+$225.6K
314
清仓
SNPS
SYNOPSYS INC
-$213.8K
0
-100%
建仓
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$207.1K
1,065
减持
RTX
RTX CORP
+$205.2K
9,851
-0%
增持
KLAC
KLA CORP
+$200.5K
877
+5%
增持
NOW
SERVICENOW INC
-$193.3K
1,965
+1%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$183.5K
19,607
+9%
增持
NOC
NORTHROP GRUMMAN CORP
+$183.3K
1,607
+1%
减持
ELV
ELEVANCE HEALTH INC
-$181.8K
1,274
-17%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$181.5K
10,699
+20%
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$177.7K
7,334
+27%
减持
ZTS
ZOETIS INC CLASS A
-$175.2K
5,582
-12%
减持
TYL
TYLER TECHNOLOGIES INC
-$171.5K
1,678
-5%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$170.3K
4,705
+51%
增持
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$165.9K
4,312
+66%
减持
ISRG
INTUITIVE SURGICAL INC
-$158.9K
1,437
-3%
增持
—
LINDE PLC F
+$153.9K
3,301
+10%
减持
LMT
LOCKHEED MARTIN CORP
+$146.5K
4,501
-1%
建仓
—
GRAB HLDGS LTD FCLASS A
+$144.5K
24,003
增持
MA
MASTERCARD INC CLASS A
+$144.2K
9,379
+2%
增持
META
META PLATFORMS INC CLASS A
+$137.0K
6,937
+3%
增持
COST
COSTCO WHSL CORP NEW
-$136.4K
2,318
+1%
减持
HD
HOME DEPOT INC
+$129.0K
3,670
-1%
减持
JNJ
JOHNSON & JOHNSON
+$127.4K
4,178
-1%
增持
ROP
ROPER TECHNOLOGIES INC
-$121.9K
3,881
+7%
建仓
—
BLUE OWL CREDIT INCOME CORP CLASS S
+$119.2K
12,640
减持
WDAY
WORKDAY INC CLASS A
-$111.9K
1,871
-20%
减持
BSX
BOSTON SCIENTIFIC CORP
-$109.1K
10,439
-1%
减持
TMO
THERMO FISHER SCIENTIFIC
+$107.4K
1,893
-5%
增持
SNWV
COREWEAVE INC CLASS A
+$107.1K
3,404
+55%
增持
TSCO
TRACTOR SUPPLY CO
+$97.6K
18,068
+3%
减持
BKNG
BOOKING HLDGS INC
-$95.8K
201
-1%
增持
SPY
SPDR S&P 500 ETF
+$93.0K
1,895
+0%
减持
IDXX
IDEXX LABS INC
+$90.8K
953
-1%
增持
ET
ENERGY TRANSFER L P LP
+$88.9K
18,642
+46%
增持
SYK
STRYKER CORP
-$86.2K
3,426
+0%
减持
AMAT
APPLIED MATLS INC
+$85.4K
4,685
-2%
增持
ICE
INTERCONTINENTAL EXCHANG
-$84.4K
16,291
+6%
减持
PTC
PTC INC
+$83.6K
2,753
-0%
增持
TECB
ISHARES US TECH BRKTHRGHMLTSCTR ETF
+$82.9K
8,140
+14%
增持
RSG
REPUBLIC SVCS INC
-$77.8K
9,063
+4%
增持
EPD
ENTERPRISE PRODS PART LP
+$67.8K
14,912
+16%
增持
NFLX
NETFLIX INC
-$64.1K
562
+2%
增持
HON
HONEYWELL INTL INC
-$58.6K
4,692
+4%
减持
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$57.1K
4,478
-5%
增持
ROL
ROLLINS INC
+$55.7K
11,129
+5%
增持
MSCI
MSCI INC
+$55.1K
4,697
+4%
增持
V
VISA INC CLASS A
-$54.3K
14,524
+3%
增持
MCO
MOODYS CORP
-$53.0K
5,061
+3%
增持
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
+$51.9K
2,349
+5%
增持
CDNS
CADENCE DESIGN SYS INC
+$51.3K
933
+4%
减持
APD
AIR PRODS & CHEMS INC
-$51.2K
3,376
-2%
增持
SHW
SHERWIN-WILLIAMS CO
+$50.4K
6,539
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$49.4K
6,822
+5%
减持
FAST
FASTENAL CO
+$40.9K
6,506
-2%
减持
SCHW
CHARLES SCHWAB CORP
+$38.5K
9,392
-0%
增持
IJH
ISHARES CORE S&P MID CAPETF
+$35.0K
4,213
+9%
增持
NEE
NEXTERA ENERGY INC
+$34.9K
4,444
+3%
增持
WMT
WALMART INC
+$32.6K
3,695
+4%
减持
CHD
CHURCH & DWIGHT INC
-$30.2K
3,111
-1%
减持
PG
PROCTER & GAMBLE CO
-$29.2K
4,904
-0%
增持
VZ
VERIZON COMMUNICATIONS I
+$23.5K
13,300
+3%
增持
RPM
RPM INTL INC
+$22.2K
2,739
+0%
减持
—
EXXON MOBIL CORP
+$20.8K
4,938
-1%
减持
ABT
ABBOTT LABS
-$20.4K
4,557
-2%
增持
KO
THE COCA-COLA CO
-$20.0K
4,702
+0%
增持
SPGI
S&P GLOBAL INC
-$18.1K
2,796
+7%
减持
PEP
PEPSICO INC
+$16.8K
7,177
-4%
减持
DHR
DANAHER CORP
-$15.7K
8,131
-1%
减持
DDOG
DATADOG INC CLASS A
+$10.6K
2,957
-3%
增持
ARM
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$10.2K
1,464
+9%
增持
LLY
ELI LILLY AND CO
+$7.0K
343
+5%
减持
ECL
ECOLAB INC
+$5.9K
2,185
-1%
减持
ITA
ISHARES US AEROSPACE DEFENSE ETF
+$4.5K
1,151
-8%
减持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-$4.2K
7,312
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$3.7K
5,159
+4%
增持
WCN
WASTE CONNECTIONS INC F
-$3.3K
2,863
+6%
增持
WM
WASTE MGMT INC DEL
+$2.3K
8,856
+4%
增持
CME
CME GROUP INC CLASS A
-$1.3K
5,143
+2%
