Knollwood Investment Advisory, LLC
HUNT VALLEY MD · SEC CIK 0001999346
$11.24亿2026Q2 申报市值
270持仓数
36.7%前十大占比 · 第一大 8.5%
10 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVGO 加仓+$887.37万
INTC 新建仓+$624.82万
CBRS 新建仓+$457.60万
DDOG 加仓+$351.49万
META 加仓+$90.86万
2026Q2 卖出最多 按季末市值估算
RBRK 清仓-$1,162.65万
AAPL 减仓-$676.18万
CRM 清仓-$509.83万
INTU 清仓-$447.99万
SPGI 减仓-$315.91万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $1,653.17万 | 1.47% | 13,783 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,866.53万 | 1.66% | 43,074 | 279 | 0.7% | $12.09万 | 加仓 |
| V | VISA INC | $1,941.20万 | 1.73% | 56,580 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,979.58万 | 1.76% | 55,393 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $2,049.33万 | 1.82% | 55,631 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2,113.03万 | 1.88% | 61,962 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,243.56万 | 2.00% | 29,399 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2,571.08万 | 2.29% | 68,063 | 23,491 | 52.7% | $887.37万 | 加仓 |
| META | META PLATFORMS INC | $3,085.31万 | 2.74% | 54,773 | 1,613 | 3.0% | $90.86万 | 加仓 |
| KLAC | KLA CORP | $3,473.16万 | 3.09% | 115,116 | 216 | 0.2% | $6.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,631.97万 | 3.23% | 62,522 | 454 | 0.7% | $26.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,634.00万 | 3.23% | 97,421 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3,659.45万 | 3.25% | 126,467 | -23,368 | -15.6% | -$676.18万 | 减仓 |
| GOOG | ALPHABET INC | $4,490.33万 | 3.99% | 127,086 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $4,927.18万 | 4.38% | 206,729 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $9,524.74万 | 8.47% | 476,023 | 3,135 | 0.7% | $62.73万 | 加仓 |