Knollwood Investment Advisory, LLC
HUNT VALLEY MD · SEC CIK 0001999346
$9.92亿2026Q1 申报市值
303持仓数
34.4%前十大占比 · 第一大 8.3%
2 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMD 加仓+$369.51万
AVGO 加仓+$114.18万
CDNS 加仓+$102.81万
LNG 加仓+$86.77万
MDB 加仓+$33.12万
2026Q1 卖出最多 按季末市值估算
CRCL 清仓-$424.07万
OMDA 清仓-$332.58万
ADBE 清仓-$253.74万
NTSK 清仓-$244.30万
HSAI 减仓-$184.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $1,137.45万 | 1.15% | 108,795 | 3,050 | 2.9% | $31.89万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,147.77万 | 1.16% | 29,399 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1,150.70万 | 1.16% | 40,552 | 3,058 | 8.2% | $86.77万 | 加仓 |
| RBRK | RUBRIK INC. | $1,162.65万 | 1.17% | 237,420 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1,231.73万 | 1.24% | 49,155 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $1,239.35万 | 1.25% | 301,032 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,262.65万 | 1.27% | 62,068 | 18,164 | 41.4% | $369.51万 | 加仓 |
| LLY | ELI LILLY & CO | $1,267.72万 | 1.28% | 13,783 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,379.55万 | 1.39% | 44,572 | 3,689 | 9.0% | $114.18万 | 加仓 |
| TRGP | TARGA RES CORP | $1,441.60万 | 1.45% | 57,496 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,592.88万 | 1.61% | 55,393 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1,691.80万 | 1.71% | 11,490 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,710.07万 | 1.72% | 56,580 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,711.97万 | 1.73% | 117,034 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $2,393.75万 | 2.41% | 55,631 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $3,041.44万 | 3.07% | 53,160 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,606.23万 | 3.64% | 97,421 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $3,645.59万 | 3.68% | 127,086 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3,802.66万 | 3.83% | 149,835 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4,305.54万 | 4.34% | 206,729 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $8,247.17万 | 8.32% | 472,888 | 280 | 0.1% | $4.88万 | 加仓 |