KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
BRATENAHL OH · SEC CIK 0002019084
$3.51亿2026Q2 申报市值
166持仓数
33.1%前十大占比 · 第一大 7.4%
10 / 2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
QQQ 加仓+$317.25万
IVV 加仓+$98.83万
ITA 加仓+$71.98万
ALAB 新建仓+$63.66万
HONA 新建仓+$63.56万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$1,994.77万
VGT 减仓-$1,591.63万
VUG 减仓-$1,081.23万
VO 减仓-$255.96万
RSP 减仓-$133.19万
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 |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N V A FCLASS A | $143.72万 | 0.41% | 5,204 | 684 | 15.1% | $18.89万 | 加仓 |
| DHR | DANAHER CORP | $146.61万 | 0.42% | 7,697 | -263 | -3.3% | -$5.01万 | 减仓 |
| NOW | SERVICENOW INC | $149.90万 | 0.43% | 15,099 | 3,683 | 32.3% | $36.56万 | 加仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $150.05万 | 0.43% | 15,692 | 4,247 | 37.1% | $40.61万 | 加仓 |
| CVX | CHEVRON CORP NEW | $150.92万 | 0.43% | 9,105 | 2,658 | 41.2% | $44.06万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $153.86万 | 0.44% | 2,055 | 1,320 | 179.6% | $98.83万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $155.06万 | 0.44% | 2,076 | 157 | 8.2% | $11.73万 | 加仓 |
| — | ARISTA NETWORKS INC | $155.07万 | 0.44% | 9,128 | 464 | 5.4% | $7.88万 | 加仓 |
| SHOP | SHOPIFY INC FCLASS A | $156.71万 | 0.45% | 13,725 | -316 | -2.3% | -$3.61万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $168.46万 | 0.48% | 17,470 | -3 | -0.0% | -$289 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $169.25万 | 0.48% | 4,574 | 1 | 0.0% | $370 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $179.26万 | 0.51% | 5,061 | 10 | 0.2% | $3,542 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $190.00万 | 0.54% | 7,837 | 2,969 | 61.0% | $71.98万 | 加仓 |
| GLD | SPDR GOLD SHARES | $196.49万 | 0.56% | 5,334 | 717 | 15.5% | $26.41万 | 加仓 |
| LOW | LOWES COS INC | $200.64万 | 0.57% | 9,100 | 13 | 0.1% | $2,866 | 加仓 |
| RTX | RTX CORP | $204.94万 | 0.58% | 10,802 | 497 | 4.8% | $9.43万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $205.82万 | 0.59% | 3,138 | 196 | 6.7% | $12.86万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $207.76万 | 0.59% | 27,412 | 7,805 | 39.8% | $59.15万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $212.65万 | 0.61% | 63,879 | 2,887 | 4.7% | $9.61万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $214.53万 | 0.61% | 10,068 | 157 | 1.6% | $3.35万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $216.25万 | 0.62% | 25,104 | -125,520 | -83.3% | -$1,081.23万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $218.87万 | 0.62% | 36,656 | 10,353 | 39.4% | $61.82万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $220.38万 | 0.63% | 2,356 | 23 | 1.0% | $2.15万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $228.76万 | 0.65% | 40,733 | 7,865 | 23.9% | $44.17万 | 加仓 |
| LIN | LINDE PLC F | $234.13万 | 0.67% | 4,512 | 182 | 4.2% | $9.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $234.92万 | 0.67% | 4,611 | 10 | 0.2% | $5,095 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $235.92万 | 0.67% | 6,852 | 54 | 0.8% | $1.86万 | 加仓 |
| MCO | MOODYS CORP | $236.42万 | 0.67% | 5,220 | -42 | -0.8% | -$1.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $250.91万 | 0.71% | 7,665 | 776 | 11.3% | $25.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $256.21万 | 0.73% | 35,506 | 1,286 | 3.8% | $9.28万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANG | $258.90万 | 0.74% | 21,030 | 565 | 2.8% | $6.96万 | 加仓 |
| WM | WASTE MGMT INC DEL | $267.56万 | 0.76% | 12,005 | 452 | 3.9% | $10.07万 | 加仓 |
| KLAC | KLA CORP | $273.71万 | 0.78% | 9,072 | 2 | 0.0% | $603 | 加仓 |
| NET | CLOUDFLARE INC CLASS A | $286.86万 | 0.82% | 11,695 | 367 | 3.2% | $9.00万 | 加仓 |
| TXN | TEXAS INSTRS INC | $293.74万 | 0.84% | 9,855 | 17 | 0.2% | $5,067 | 加仓 |
| J | JACOBS SOLUTIONS INC | $298.49万 | 0.85% | 23,690 | -810 | -3.3% | -$10.21万 | 减仓 |
| MSCI | MSCI INC | $306.35万 | 0.87% | 5,470 | 201 | 3.8% | $11.26万 | 加仓 |
| AVGO | BROADCOM INC | $333.13万 | 0.95% | 8,819 | 1,256 | 16.6% | $47.44万 | 加仓 |
| UNP | UNION PAC CORP | $334.60万 | 0.95% | 12,301 | 588 | 5.0% | $15.99万 | 加仓 |
| MELI | MERCADOLIBRE INC | $339.14万 | 0.97% | 1,998 | -8 | -0.4% | -$1.36万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $341.12万 | 0.97% | 10,003 | 436 | 4.6% | $14.87万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $347.28万 | 0.99% | 11,457 | 62 | 0.5% | $1.88万 | 加仓 |
| AMAT | APPLIED MATLS INC | $352.57万 | 1.00% | 4,876 | 27 | 0.6% | $1.95万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $361.34万 | 1.03% | 37,460 | 2,667 | 7.7% | $25.73万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $364.89万 | 1.04% | 30,529 | -133,167 | -81.4% | -$1,591.63万 | 减仓 |
| BLK | BLACKROCK INC NEW | $426.24万 | 1.21% | 4,433 | 17 | 0.4% | $1.63万 | 加仓 |
| TSLA | TESLA INC | $426.91万 | 1.22% | 10,150 | 2 | 0.0% | $841 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $439.96万 | 1.25% | 61,749 | -351 | -0.6% | -$2.50万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $458.95万 | 1.31% | 6,014 | 159 | 2.7% | $12.13万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $463.27万 | 1.32% | 15,291 | 4 | 0.0% | $1,212 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $500.13万 | 1.42% | 7,282 | 241 | 3.4% | $16.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $509.59万 | 1.45% | 5,210 | 29 | 0.6% | $2.84万 | 加仓 |
| MA | MASTERCARD INC CLASS A | $517.58万 | 1.47% | 10,078 | 17 | 0.2% | $8,731 | 加仓 |
| LRCX | LAM RESH CORP | $524.38万 | 1.49% | 12,101 | 488 | 4.2% | $21.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $542.75万 | 1.55% | 14,550 | 1,277 | 9.6% | $47.63万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $548.19万 | 1.56% | 9,732 | 568 | 6.2% | $31.99万 | 加仓 |
| V | VISA INC CLASS A | $553.05万 | 1.57% | 16,120 | 429 | 2.7% | $14.72万 | 加仓 |
| AAPL | APPLE INC | $584.59万 | 1.66% | 20,203 | 1,421 | 7.6% | $41.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $589.81万 | 1.68% | 50,554 | 2,104 | 4.3% | $24.55万 | 加仓 |
| BN | BROOKFIELD CORP FCLASS A | $636.74万 | 1.81% | 149,506 | -4,024 | -2.6% | -$17.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $730.16万 | 2.08% | 15,289 | 179 | 1.2% | $8.55万 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $962.89万 | 2.74% | 4,840 | 44 | 0.9% | $8.75万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $976.16万 | 2.78% | 27,315 | 246 | 0.9% | $8.79万 | 加仓 |
| SNOW | SNOWFLAKE INC CLASS A | $1,035.18万 | 2.95% | 40,675 | -998 | -2.4% | -$25.40万 | 减仓 |
| NVDA | NVIDIA CORP | $1,042.33万 | 2.97% | 52,093 | 2,454 | 4.9% | $49.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,311.19万 | 3.73% | 17,805 | 4,308 | 31.9% | $317.25万 | 加仓 |
| AMZN | AMAZON.COM INC | $1,737.47万 | 4.95% | 72,899 | 1,709 | 2.4% | $40.73万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $2,610.95万 | 7.43% | 122,712 | -6,260 | -4.9% | -$133.19万 | 减仓 |