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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 137 项
建仓 5
增持 97
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON.COM INC
+$4.6M
62,225
+40%
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$4.6M
115,793
+25%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$3.9M
8,088
+337%
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
SNOW
SNOWFLAKE INC CLASS CLASS A
+$2.7M
38,834
+52%
增持
PH
PARKER-HANNIFIN CORP
+$2.4M
5,057
+85%
增持
GOOGL
ALPHABET INC CLASS A
+$2.0M
26,617
+3%
增持
BN
BROOKFIELD CORP FCLASS A
+$1.5M
158,360
+87%
增持
VB
VANGUARD SMALL CAP ETF
+$1.4M
13,925
+63%
建仓
GLD
SPDR GOLD SHARES ETF
+$1.0M
2,603
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.0M
61,960
+30%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$922.2K
4,619
+11%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$767.6K
14,129
+12%
减持
ORCL
ORACLE CORP
-$758.6K
8,301
-2%
增持
UNP
UNION PAC CORP
+$609.9K
10,722
+35%
减持
AMT
AMERICAN TOWER CORP NEW REIT
-$535.2K
2,781
-48%
增持
MELI
MERCADOLIBRE INC
+$529.3K
1,481
+41%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$491.5K
7,671
+31%
减持
ZTS
ZOETIS INC CLASS CLASS A
-$489.2K
2,604
-53%
清仓
SNWV
COREWEAVE INC CLASS A
-$465.8K
0
-100%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$460.7K
22,789
+29%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$457.5K
3,840
+52%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$455.2K
16,196
+51%
减持
TTD
THE TRADE DESK INC CLASS CLASS A
-$436.7K
6,720
-52%
增持
—
LAM RESH CORP
+$432.1K
11,417
+0%
增持
NOW
SERVICENOW INC
-$431.2K
8,990
+358%
增持
TSLA
TESLA INC
+$403.4K
10,068
+9%
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$394.6K
11,454
+56%
减持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
-$390.8K
45,874
-2%
增持
ICE
INTERCONTINENTAL EXCHANG
+$373.0K
19,250
+18%
增持
AVGO
BROADCOM INC
+$364.5K
7,187
+12%
增持
AAPL
APPLE INC
+$338.4K
19,110
+0%
增持
V
VISA INC CLASS CLASS A
+$318.7K
15,046
+4%
减持
ETHA
ISHARES ETHEREUM TRUST ETF IV
-$314.3K
22,379
-14%
增持
NVDA
NVIDIA CORP
+$311.7K
45,774
+4%
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$310.4K
862
增持
NDAQ
NASDAQ INC
+$309.4K
6,576
+77%
增持
DHR
DANAHER CORP
+$305.9K
8,378
+3%
减持
HD
HOME DEPOT INC
-$280.5K
3,507
-4%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$276.4K
15,457
+50%
增持
MCO
MOODYS CORP
+$272.5K
5,254
+4%
建仓
CNI
CANADIAN NATL RY CO F
+$271.9K
2,751
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$260.4K
7,162
+52%
增持
SHOP
SHOPIFY INC FCLASS A
+$257.8K
12,781
+6%
增持
AMAT
APPLIED MATLS INC
+$253.7K
4,720
+1%
增持
TECB
ISHARES US TECH BRKTHRGHMLTSCTR ETF
+$253.2K
12,229
+50%
增持
VOO
VANGUARD S&P 500 ETF
+$230.2K
5,441
+5%
建仓
RKLB
ROCKET LAB CORP CLASS CLASS A
+$222.9K
3,195
增持
MA
MASTERCARD INC CLASS CLASS A
+$217.3K
9,726
+4%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$212.6K
7,750
清仓
RSPS
INVSC SP 500 EQL WGHT CNSMR STPL ETF
-$210.7K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$208.6K
1,503
+5%
增持
SPGI
S&P GLOBAL INC
+$208.2K
3,002
+7%
清仓
ARM
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$207.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC
+$198.2K
1,926
+2%
增持
KKR
KKR & CO INC
+$193.3K
7,125
+29%
增持
IBIT
ISHARES BITCOIN ETF
+$185.6K
61,425
+39%
减持
CRM
SALESFORCE INC
-$181.9K
3,422
-25%
增持
ROP
ROPER TECHNOLOGIES INC
-$180.3K
3,943
+2%
增持
META
META PLATFORMS INC CLASS A
+$178.5K
7,988
+15%
增持
RTX
RTX CORP
+$170.4K
9,916
+1%
减持
CNSWF
CONSTELLATION SOFTWARE F
-$163.2K
343
-6%
减持
TXN
TEXAS INSTRS INC
-$162.4K
10,346
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$160.8K
7,910
+24%
增持
NFLX
NETFLIX INC
-$156.4K
5,518
+882%
增持
KLAC
KLA CORP
+$155.7K
907
+3%
增持
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$154.4K
6,016
+40%
增持
CME
CME GROUP INC CLASS A
+$147.1K
5,627
+9%
增持
NET
CLOUDFLARE INC CLASS CLASS A
-$145.2K
10,493
+2%
增持
CP
CANADIAN PACIFIC KAN F
+$142.5K
10,764
+23%
增持
COST
COSTCO WHSL CORP NEW
-$142.2K
2,323
+0%
减持
TYL
TYLER TECHNOLOGIES INC
-$135.7K
1,635
-3%
增持
MSCI
MSCI INC
+$135.6K
4,881
+4%
增持
MSFT
MICROSOFT CORP
+$134.0K
12,332
+10%
增持
—
BLACKROCK INC NEW
+$133.7K
4,484
+12%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$128.4K
2,527
+52%
减持
APD
AIR PRODS & CHEMS INC
-$124.5K
3,223
-5%
减持
INTU
INTUIT
-$124.2K
4,673
-1%
增持
—
ARISTA NETWORKS INC
-$123.4K
8,503
+0%
增持
WCN
WASTE CONNECTIONS INC F
+$122.9K
3,571
+25%
增持
EPD
ENTERPRISE PRODS PART LP
+$118.1K
18,229
+22%
减持
VRSK
VERISK ANALYTICS INC CLASS A
-$116.4K
3,986
-1%
增持
BX
BLACKSTONE INC
-$113.0K
13,880
+5%
减持
WDAY
WORKDAY INC CLASS A
-$111.5K
1,578
-16%
增持
UNH
UNITEDHEALTH GROUP INC
+$110.0K
4,771
+12%
减持
LOW
LOWES COS INC
-$105.9K
9,266
-1%
增持
WM
WASTE MGMT INC DEL
+$98.0K
9,347
+6%
减持
—
ACCENTURE PLC IRELAND FCLASS CLASS A
-$92.4K
2,570
-19%
增持
JNJ
JOHNSON & JOHNSON
+$91.6K
4,186
+0%
减持
VZ
VERIZON COMMUNICATIONS I
-$89.2K
12,160
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$81.1K
4,478
-1%
增持
JPM
JPMORGAN CHASE & CO
+$80.9K
6,880
+2%
减持
SYK
STRYKER CORP
-$77.2K
3,384
-1%
增持
TSCO
TRACTOR SUPPLY CO
-$74.8K
19,050
+5%
增持
ITA
ISHARES US AEROSPACE DEFENSE ETF
+$73.4K
1,464
+27%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$72.9K
1,410
+32%
增持
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
+$70.0K
2,369
+1%
增持
ROL
ROLLINS INC
+$66.5K
12,000
+8%
增持
RSG
REPUBLIC SVCS INC
-$65.2K
9,506
+5%
增持
SHW
SHERWIN-WILLIAMS CO
-$61.4K
6,799
+4%
增持
FAST
FASTENAL CO
-$57.3K
6,523
+0%
减持
FTNT
FORTINET INC
-$54.3K
4,729
-7%
减持
PG
PROCTER & GAMBLE CO
-$52.0K
4,896
-0%
增持
NOC
NORTHROP GRUMMAN CORP
-$51.9K
1,626
+1%
增持
PEP
PEPSICO INC
+$49.1K
7,365
+3%
增持
—
LINDE PLC F
-$48.0K
3,565
+8%
增持
SPY
SPDR S&P 500 ETF
+$45.1K
1,918
+1%
增持
VUG
VANGUARD GROWTH ETF
+$44.8K
2,985
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$44.0K
36,813
+22%
减持
ABT
ABBOTT LABS
-$42.9K
4,530
-1%
减持
SCHW
CHARLES SCHWAB CORP
+$39.4K
9,368
-0%
增持
—
EXXON MOBIL CORP
+$38.4K
4,945
+0%
增持
RPM
RPM INTL INC
-$37.8K
2,741
+0%
增持
CDNS
CADENCE DESIGN SYS INC
-$35.2K
936
+0%
减持
CHD
CHURCH & DWIGHT INC
-$28.6K
2,910
-6%
增持
IJH
ISHARES CORE S&P MID CAPETF
+$28.5K
4,597
+9%
减持
ADSK
AUTODESK INC
-$28.3K
1,158
-1%
减持
ELV
ELEVANCE HEALTH INC
+$28.1K
1,254
-2%
减持
TW
TRADEWEB MKTS INC CLASS A
-$28.0K
4,649
-2%
增持
—
GRAB HLDGS LTD FCLASS A
+$27.6K
34,494
+44%
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$26.8K
12,092
+24%
增持
—
NEBIUS GROUP N V A FCLASS A
+$25.3K
3,608
+46%
增持
ECL
ECOLAB INC
-$24.3K
2,187
+0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$23.7K
7,316
+7%
减持
NEE
NEXTERA ENERGY INC
-$21.5K
3,911
-12%
减持
WMT
WALMART INC
+$20.4K
3,601
-3%
增持
HON
HONEYWELL INTL INC
-$17.8K
4,972
+6%
增持
VO
VANGUARD MID CAP ETF
+$15.5K
2,647
+3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$14.6K
3,254
+4%
减持
KO
THE COCA-COLA CO
+$13.5K
4,653
-1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
+$11.9K
1,369
+2%
减持
NSRGY
NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$9.8K
4,259
-5%
增持
GD
GENERAL DYNAMICS CORP
-$8.9K
4,828
+1%
增持
ET
ENERGY TRANSFER L P LP
-$8.7K
18,874
+1%
增持
APP
APPLOVIN CORP CLASS A
-$8.0K
323
+3%
增持
SPYM
STATE STREET SPDR PORTFLS&P 500 ETF
+$6.0K
2,983
+0%
增持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-$2.4K
7,368
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$28
5,397
+5%
