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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 83
减持 31
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$3.9M
128,972
+11%
增持
QQQ
INVESCO QQQ TR
+$3.9M
13,497
+67%
增持
AMZN
AMAZON.COM INC
+$3.8M
71,190
+14%
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。
清仓
INTU
INTUIT
-$3.1M
0
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$2.2M
15,287
+99%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES
+$2.1M
20,462
增持
SNOW
SNOWFLAKE INC CLASS A
-$2.1M
41,673
+7%
增持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$2.0M
4,796
+4%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.8M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.6M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$1.5M
15,110
+7%
增持
NVDA
NVIDIA CORP
+$1.5M
49,639
+8%
建仓
CVX
CHEVRON CORP NEW
+$1.2M
6,447
增持
VOO
VANGUARD S&P 500 ETF
+$1.2M
7,041
+29%
增持
USMV
ISHARES MSCI USA MIN VOLFACTOR ETF
+$1.1M
34,793
+53%
增持
—
LAM RESH CORP
+$1.1M
11,613
+2%
建仓
TMC
TMC THE METALS CO INC F
+$1.1M
192,139
增持
SMH
VANECK SEMICONDUCTOR ETF
+$1.1M
2,942
+241%
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$1.0M
16,434
+129%
增持
GLD
SPDR GOLD SHARES
+$979.9K
4,617
+77%
增持
META
META PLATFORMS INC CLASS A
+$915.2K
9,164
+15%
清仓
KKR
KKR & CO INC
-$908.3K
0
-100%
清仓
CRM
SALESFORCE INC
-$906.6K
0
-100%
增持
GOOGL
ALPHABET INC CLASS A
+$845.6K
27,069
+2%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$841.8K
26,303
+70%
清仓
CNSWF
CONSTELLATION SOFTWARE F
-$823.1K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
-$779.0K
48,450
+6%
减持
BX
BLACKSTONE INC
-$771.8K
10,474
-25%
增持
ITA
ISHARES U.S. AEROSPACE &DEFENSE ETF
+$747.2K
4,868
+233%
增持
AMAT
APPLIED MATLS INC
+$742.1K
4,849
+3%
增持
MELI
MERCADOLIBRE INC
+$723.0K
2,006
+35%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$698.2K
7,335
增持
EPD
ENTERPRISE PRODS PART LP
+$695.5K
33,909
+86%
清仓
—
ACCENTURE PLC IRELAND FCLASS CLASS A
-$689.5K
0
-100%
增持
AVGO
BROADCOM INC
+$689.3K
7,563
+5%
增持
QUAL
ISHARES MSCI USA QUALITYFACTOR ETF
+$647.7K
4,482
+218%
增持
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
+$624.0K
25,104
+741%
增持
—
LINDE PLC F
+$623.5K
4,330
+21%
建仓
ARM
ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$585.6K
3,008
清仓
—
BLACKSTONE PRIVATE CREDIT FUND CLASS I
-$577.9K
0
-100%
增持
TSLA
TESLA INC
-$577.1K
10,148
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
+$572.1K
6,042
+139%
增持
WM
WASTE MGMT INC DEL
+$547.9K
11,553
+24%
增持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
+$537.3K
11,445
+90%
减持
TXN
TEXAS INSTRS INC
+$524.9K
9,838
-5%
建仓
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES
+$517.5K
3,451
增持
PH
PARKER-HANNIFIN CORP
+$510.5K
5,181
+2%
清仓
ETHA
ISHARES ETHEREUM TRUST ETF IV
-$502.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW REIT
-$488.3K
0
-100%
增持
SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF
+$464.8K
21,829
+182%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$458.4K
8,004
增持
UNP
UNION PAC CORP
+$453.0K
11,713
+9%
减持
DHR
DANAHER CORP
-$445.3K
7,960
-5%
清仓
ELV
ELEVANCE HEALTH INC
-$439.8K
0
-100%
增持
MA
MASTERCARD INC CLASS A
-$428.5K
10,061
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$425.7K
34,220
-7%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
+$421.2K
4,287
增持
MSCI
MSCI INC
+$417.7K
5,269
+8%
增持
—
ARISTA NETWORKS INC
+$412.4K
8,664
+2%
增持
—
NEBIUS GROUP N V A FCLASS A
+$410.3K
4,520
+25%
增持
V
VISA INC CLASS A
-$403.3K
15,691
+4%
增持
—
EXXON MOBIL CORP
+$402.3K
6,665
+35%
减持
TYL
TYLER TECHNOLOGIES INC
-$397.7K
998
-39%
减持
TSCO
TRACTOR SUPPLY CO
-$395.5K
14,515
-24%
建仓
—
SAP SE ORDF
+$395.0K
2,255
增持
LMT
LOCKHEED MARTIN CORP
+$387.0K
4,601
+3%
增持
CNI
CANADIAN NATL RY CO F
+$384.7K
5,998
+118%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
+$371.1K
62,100
+0%
建仓
CAT
CATERPILLAR INC
+$368.5K
454
减持
BSX
BOSTON SCIENTIFIC CORP
-$361.9K
9,800
-6%
建仓
ASTS
AST SPACEMOBILE INC CLASS A
+$361.0K
4,284
减持
VB
VANGUARD SMALL-CAP INDEXFUND ETF SHARES
-$356.3K
11,395
-18%
建仓
SNWV
COREWEAVE INC CLASS A
+$345.4K
2,775
清仓
ADSK
AUTODESK INC
-$342.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$339.5K
2,333
+0%
清仓
WDAY
WORKDAY INC CLASS A
-$338.9K
0
-100%
清仓
ZTS
ZOETIS INC CLASS CLASS A
-$327.6K
0
-100%
建仓
ONDS
ONDAS INC
+$319.5K
29,221
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
+$316.8K
4,573
+19%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$316.1K
60,992
-1%
建仓
IONQ
IONQ INC
+$303.9K
6,390
清仓
IJH
ISHARES CORE S&P MID CAPETF
-$303.4K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$287.7K
3,591
+10%
建仓
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$283.7K
6,329
增持
NET
CLOUDFLARE INC CLASS A
+$281.4K
11,328
+8%
增持
PANW
PALO ALTO NETWORKS INC
+$267.5K
9,567
+21%
减持
SPGI
S&P GLOBAL INC
-$266.8K
2,903
-3%
增持
HON
HONEYWELL INTL INC
+$264.7K
5,607
+13%
增持
RKLB
ROCKET LAB CORP CLASS A
+$263.5K
5,462
+71%
减持
VRSK
VERISK ANALYTICS INC CLASS A
-$256.6K
3,549
-11%
清仓
TTD
THE TRADE DESK INC CLASS CLASS A
-$255.1K
0
-100%
增持
BKNG
BOOKING HLDGS INC
-$245.7K
4,650
+2213%
增持
MSFT
MICROSOFT CORP
-$231.2K
13,273
+8%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$228.5K
2,935
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$225.1K
8,532
清仓
APP
APPLOVIN CORP CLASS A
-$217.6K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE INDEX FUND ETF SHARES
+$215.3K
17,473
+8%
建仓
XLV
STATE STREET HEALTH CARESELECT SECTOR SPDR ETF
+$214.7K
1,469
增持
MCO
MOODYS CORP
-$213.2K
5,262
+0%
增持
SHOP
SHOPIFY INC FCLASS A
-$205.9K
14,041
+10%
减持
IDXX
IDEXX LABS INC
-$203.4K
764
-20%
增持
NOW
SERVICENOW INC
-$199.1K
11,416
+27%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$195.0K
5,855
+8%
减持
BN
BROOKFIELD CORP FCLASS A
-$179.3K
153,530
-3%
清仓
—
GRAB HLDGS LTD FCLASS A
-$172.1K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC
-$156.5K
1,857
-4%
减持
ABT
ABBOTT LABS
-$153.3K
4,516
-0%
增持
CME
CME GROUP INC CLASS A
+$151.3K
5,935
+5%
减持
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-$138.1K
1,973
-17%
减持
PTC
PTC INC
-$136.6K
2,443
-11%
增持
ICE
INTERCONTINENTAL EXCHANG
+$132.2K
20,465
+6%
增持
CP
CANADIAN PACIFIC KAN F
+$124.4K
11,195
+4%
减持
SYK
STRYKER CORP
-$123.2K
3,238
-4%
增持
NEE
NEXTERA ENERGY INC
+$123.0K
4,851
+24%
减持
DDOG
DATADOG INC CLASS A
-$120.9K
2,128
-28%
减持
—
BLACKROCK INC NEW
-$118.2K
4,416
-2%
减持
FTNT
FORTINET INC
-$118.1K
2,967
-37%
增持
TECB
ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF
+$109.6K
13,668
+12%
增持
IVV
ISHARES CORE S&P 500 ETF
+$95.1K
735
+17%
增持
NOC
NORTHROP GRUMMAN CORP
+$93.9K
1,741
+7%
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$92.3K
13,716
+13%
减持
CDNS
CADENCE DESIGN SYS INC
-$88.8K
615
-34%
增持
WMT
WALMART INC
+$87.4K
3,765
+5%
增持
JNJ
JOHNSON & JOHNSON
+$80.8K
4,212
+1%
增持
ECL
ECOLAB INC
+$78.3K
2,433
+11%
增持
ISRG
INTUITIVE SURGICAL INC
-$76.4K
1,605
+7%
减持
AAPL
APPLE INC
-$74.1K
18,782
-2%
减持
SHW
SHERWIN-WILLIAMS CO
+$71.5K
6,798
-0%
减持
APD
AIR PRODS & CHEMS INC
+$68.6K
2,925
-9%
增持
ET
ENERGY TRANSFER L P LP
+$67.1K
19,903
+5%
增持
JPM
JPMORGAN CHASE & CO
-$62.3K
6,889
+0%
减持
LRLCY
L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
-$59.6K
6,606
-10%
增持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
+$55.5K
1,919
+0%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$51.3K
1,368
-0%
增持
GOOG
ALPHABET INC CLASS C
+$49.1K
1,864
+1%
减持
HD
HOME DEPOT INC
-$45.5K
3,425
-2%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$43.8K
3,386
+14%
增持
VO
VANGUARD MID-CAP INDEX FUND ETF SHARES
+$42.1K
10,590
+300%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$42.0K
3,388
+6%
增持
RTX
RTX CORP
+$40.9K
10,305
+4%
减持
PEP
PEPSICO INC
+$40.1K
7,123
-3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
+$40.0K
7,377
+1%
减持
TW
TRADEWEB MKTS INC CLASS A
-$36.3K
4,054
-13%
增持
ROL
ROLLINS INC
-$35.3K
12,473
+4%
增持
FAST
FASTENAL CO
+$31.3K
6,540
+0%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$30.8K
1,514
+6%
增持
SCHW
CHARLES SCHWAB CORP
-$30.4K
9,865
+5%
减持
NSRGY
NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$28.1K
4,031
-5%
增持
CHD
CHURCH & DWIGHT INC
+$27.5K
2,913
+0%
增持
KO
THE COCA-COLA CO
+$23.6K
4,668
+0%
