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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,247.17万 | 8.32% | 472,888 | 280 | 0.1% | $4.88万 | 加仓 |
| AMZN | AMAZON COM INC | $4,305.54万 | 4.34% | 206,729 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $3,802.66万 | 3.83% | 149,835 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $3,645.59万 | 3.68% | 127,086 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,606.23万 | 3.64% | 97,421 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $3,041.44万 | 3.07% | 53,160 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $2,393.75万 | 2.41% | 55,631 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,711.97万 | 1.73% | 117,034 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,710.07万 | 1.72% | 56,580 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1,691.80万 | 1.71% | 11,490 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,592.88万 | 1.61% | 55,393 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $1,441.60万 | 1.45% | 57,496 | 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 |
| LLY | ELI LILLY & CO | $1,267.72万 | 1.28% | 13,783 | 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 |
| WES | WESTERN MIDSTREAM PARTNERS L | $1,239.35万 | 1.25% | 301,032 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1,231.73万 | 1.24% | 49,155 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1,162.65万 | 1.17% | 237,420 | 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 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,147.77万 | 1.16% | 29,399 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1,137.45万 | 1.15% | 108,795 | 3,050 | 2.9% | $31.89万 | 加仓 |
| NFLX | NETFLIX INC. | $1,088.99万 | 1.10% | 113,260 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $993.37万 | 1.00% | 61,962 | 802 | 1.3% | $12.86万 | 加仓 |
| MCHI | ISHARES TR | $962.93万 | 0.97% | 171,400 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $946.77万 | 0.95% | 77,111 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $933.72万 | 0.94% | 25,117 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $926.62万 | 0.93% | 30,473 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $914.36万 | 0.92% | 42,795 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $887.15万 | 0.89% | 17,755 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $808.99万 | 0.82% | 64,028 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $745.33万 | 0.75% | 196,968 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $730.05万 | 0.74% | 26,273 | 3,700 | 16.4% | $102.81万 | 加仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $702.90万 | 0.71% | 103,200 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $662.61万 | 0.67% | 75,160 | 21 | 0.0% | $1,851 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $651.62万 | 0.66% | 70,590 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $644.33万 | 0.65% | 31,142 | 1,500 | 5.1% | $31.04万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $621.57万 | 0.63% | 5,685 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $621.15万 | 0.63% | 18,380 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $611.46万 | 0.62% | 17,890 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $568.46万 | 0.57% | 6,569 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $563.90万 | 0.57% | 33,237 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $545.66万 | 0.55% | 282,726 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $531.86万 | 0.54% | 6,093 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $519.72万 | 0.52% | 74,996 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $509.83万 | 0.51% | 27,312 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $479.67万 | 0.48% | 37,985 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $479.06万 | 0.48% | 15,250 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $471.28万 | 0.48% | 21,755 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $451.07万 | 0.45% | 10,605 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $447.99万 | 0.45% | 10,361 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $436.77万 | 0.44% | 39,200 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $416.29万 | 0.42% | 88,875 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $391.76万 | 0.40% | 8,079 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $390.60万 | 0.39% | 25,983 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $386.93万 | 0.39% | 13,703 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $384.33万 | 0.39% | 1,628,510 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $370.35万 | 0.37% | 21,896 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $367.97万 | 0.37% | 9,281 | 400 | 4.5% | $15.86万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $367.56万 | 0.37% | 873 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $364.13万 | 0.37% | 59,440 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $362.15万 | 0.37% | 8,690 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $357.01万 | 0.36% | 39,497 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $355.58万 | 0.36% | 6,597 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $354.08万 | 0.36% | 17,928 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $349.52万 | 0.35% | 42,771 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $346.65万 | 0.35% | 16,800 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $337.29万 | 0.34% | 53,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $335.53万 | 0.34% | 72,312 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $333.24万 | 0.34% | 104,106 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $330.93万 | 0.33% | 12,153 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $325.90万 | 0.33% | 5,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $316.66万 | 0.32% | 9,628 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $307.83万 | 0.31% | 15,754 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $294.66万 | 0.30% | 24,961 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $287.19万 | 0.29% | 2,478 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $276.07万 | 0.28% | 18,830 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $272.41万 | 0.27% | 3,739 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $269.78万 | 0.27% | 16,893 | 0 | 0.0% | — | 不变 |
| — | ELUTIA INC | $268.46万 | 0.27% | 2,556,724 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $264.90万 | 0.27% | 22,595 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $256.04万 | 0.26% | 758 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $249.58万 | 0.25% | 55,095 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $249.42万 | 0.25% | 6,950 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $247.34万 | 0.25% | 8,800 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $240.89万 | 0.24% | 1,910 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $233.02万 | 0.23% | 11,209 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $227.44万 | 0.23% | 2,365 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $225.68万 | 0.23% | 6,936 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $222.73万 | 0.22% | 4,988 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $220.81万 | 0.22% | 19,373 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $219.38万 | 0.22% | 7,400 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.22% | 3 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $212.31万 | 0.21% | 15,700 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $210.28万 | 0.21% | 17,376 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $209.89万 | 0.21% | 3,823 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $209.83万 | 0.21% | 3,725 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $206.54万 | 0.21% | 2,107 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $205.03万 | 0.21% | 13,655 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $201.18万 | 0.20% | 4,737 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $200.39万 | 0.20% | 11,643 | 0 | 0.0% | — | 不变 |