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 |
|---|---|---|---|---|---|---|---|---|
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -6,278 | -100.0% | -$46.39万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -7,306 | -100.0% | -$43.97万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$38.92万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -2,001 | -100.0% | -$37.76万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,655 | -100.0% | -$33.49万 | 清仓 |
| ONC | BEONE MEDICINES LTD | $0 | 0.00% | 0 | -1,111 | -100.0% | -$32.99万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$31.35万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -8,209 | -100.0% | -$30.09万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -2,500 | -100.0% | -$29.45万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$26.08万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,174 | -100.0% | -$24.55万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1,501 | -100.0% | -$24.54万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -2,200 | -100.0% | -$23.77万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -725 | -100.0% | -$22.53万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -22,762 | -100.0% | -$20.78万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,137 | -100.0% | -$20.22万 | 清仓 |