KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
BRATENAHL OH · SEC CIK 0002019084
$3.54亿2026Q1 申报市值
156持仓数
37.1%前十大占比 · 第一大 7.4%
16 / 17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
BKNG 加仓+$1,873.17万
VGT 新建仓+$1,427.67万
VUG 加仓+$966.14万
QQQ 加仓+$353.93万
RSP 加仓+$266.65万
2026Q1 卖出最多 按季末市值估算
INTU 清仓-$309.54万
ROP 清仓-$175.53万
UNH 清仓-$157.50万
KKR 清仓-$90.83万
CRM 清仓-$90.66万
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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -4,673 | -100.0% | -$309.54万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,943 | -100.0% | -$175.53万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -4,771 | -100.0% | -$157.50万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -7,125 | -100.0% | -$90.83万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -3,422 | -100.0% | -$90.66万 | 清仓 |
| — | CONSTELLATION SOFTWARE F | $0 | 0.00% | 0 | -343 | -100.0% | -$82.31万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $0 | 0.00% | 0 | -2,570 | -100.0% | -$68.95万 | 清仓 |
| — | BLACKSTONE PRIVATE CREDIT FUND CLASS I | $0 | 0.00% | 0 | -23,238 | -100.0% | -$57.79万 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF IV | $0 | 0.00% | 0 | -22,379 | -100.0% | -$50.20万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW REIT | $0 | 0.00% | 0 | -2,781 | -100.0% | -$48.83万 | 清仓 |
| ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | -1,254 | -100.0% | -$43.98万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,158 | -100.0% | -$34.28万 | 清仓 |
| WDAY | WORKDAY INC CLASS A | $0 | 0.00% | 0 | -1,578 | -100.0% | -$33.89万 | 清仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $0 | 0.00% | 0 | -2,604 | -100.0% | -$32.76万 | 清仓 |
| IJH | ISHARES CORE S&P MID CAPETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTD | THE TRADE DESK INC CLASS CLASS A | $0 | 0.00% | 0 | -6,720 | -100.0% | -$25.51万 | 清仓 |
| APP | APPLOVIN CORP CLASS A | $0 | 0.00% | 0 | -323 | -100.0% | -$21.76万 | 清仓 |
| — | GRAB HLDGS LTD FCLASS A | $0 | 0.00% | 0 | -34,494 | -100.0% | -$17.21万 | 清仓 |
| — | COREWEAVE INC CLASS A | $4.80万 | 0.01% | 2,775 | -629 | -18.5% | -$1.09万 | 重新持有 |
| — | BLUE OWL CREDIT INCOME CORP CLASS S | $11.51万 | 0.03% | 12,640 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $20.37万 | 0.06% | 615 | -321 | -34.3% | -$10.63万 | 减仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $21.47万 | 0.06% | 1,469 | 1,469 | — | $21.47万 | 新建仓 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $21.92万 | 0.06% | 1,973 | -396 | -16.7% | -$4.40万 | 减仓 |
| T | AT&T INC | $22.02万 | 0.06% | 8,466 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $22.51万 | 0.06% | 8,532 | 8,532 | — | $22.51万 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $22.65万 | 0.06% | 1,658 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $22.85万 | 0.06% | 2,935 | 2,935 | — | $22.85万 | 新建仓 |
| PHO | INVESCO WATER RESOURCES ETF | $24.22万 | 0.07% | 3,476 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $25.75万 | 0.07% | 2,967 | -1,762 | -37.3% | -$15.29万 | 减仓 |
| CHD | CHURCH & DWIGHT INC | $27.16万 | 0.08% | 2,913 | 3 | 0.1% | $280 | 加仓 |
| DDOG | DATADOG INC CLASS A | $28.12万 | 0.08% | 2,128 | -829 | -28.0% | -$10.95万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $28.32万 | 0.08% | 3,386 | 403 | 13.5% | $3.37万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $28.37万 | 0.08% | 6,329 | 6,329 | — | $28.37万 | 新建仓 |
| RPM | RPM INTL INC | $29.07万 | 0.08% | 2,743 | 2 | 0.1% | $212 | 加仓 |
| FAST | FASTENAL CO | $29.31万 | 0.08% | 6,540 | 17 | 0.3% | $762 | 加仓 |
| IONQ | IONQ INC | $30.39万 | 0.09% | 6,390 | 6,390 | — | $30.39万 | 新建仓 |
| ONDS | ONDAS INC | $31.95万 | 0.09% | 29,221 | 29,221 | — | $31.95万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $33.32万 | 0.09% | 1,514 | 88 | 6.2% | $1.94万 | 加仓 |
| PTC | PTC INC | $34.30万 | 0.10% | 2,443 | -310 | -11.3% | -$4.35万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $34.45万 | 0.10% | 998 | -637 | -39.0% | -$21.99万 | 减仓 |
| KO | THE COCA-COLA CO | $34.89万 | 0.10% | 4,668 | 15 | 0.3% | $1,121 | 加仓 |
| ASTS | AST SPACEMOBILE INC CLASS A | $36.10万 | 0.10% | 4,284 | 4,284 | — | $36.10万 | 新建仓 |
| LLY | ELI LILLY AND CO | $36.57万 | 0.10% | 398 | 55 | 16.0% | $5.05万 | 加仓 |
| CAT | CATERPILLAR INC | $36.85万 | 0.10% | 454 | 454 | — | $36.85万 | 新建仓 |
| ET | ENERGY TRANSFER L P LP | $37.84万 | 0.11% | 19,903 | 1,029 | 5.5% | $1.96万 | 加仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $39.26万 | 0.11% | 4,031 | -228 | -5.4% | -$2.22万 | 减仓 |
| — | SAP SE ORDF | $39.50万 | 0.11% | 2,255 | 2,255 | — | $39.50万 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $39.67万 | 0.11% | 4,215 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $41.43万 | 0.12% | 4,516 | -14 | -0.3% | -$1,284 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $42.12万 | 0.12% | 4,287 | 4,287 | — | $42.12万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $43.33万 | 0.12% | 7,377 | 61 | 0.8% | $3,583 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $43.66万 | 0.12% | 3,388 | 187 | 5.8% | $2.41万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $43.70万 | 0.12% | 4,851 | 940 | 24.0% | $8.47万 | 加仓 |
| IDXX | IDEXX LABS INC | $44.13万 | 0.12% | 764 | -189 | -19.8% | -$10.92万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $45.84万 | 0.13% | 8,004 | 8,004 | — | $45.84万 | 新建仓 |
| TW | TRADEWEB MKTS INC CLASS A | $46.36万 | 0.13% | 4,054 | -595 | -12.8% | -$6.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $48.42万 | 0.14% | 10,534 | -1,626 | -13.4% | -$7.47万 | 减仓 |
| RKLB | ROCKET LAB CORP CLASS A | $48.64万 | 0.14% | 5,462 | 2,267 | 71.0% | $20.19万 | 加仓 |
| WMT | WALMART INC | $48.86万 | 0.14% | 3,765 | 164 | 4.6% | $2.13万 | 加仓 |
| NFLX | NETFLIX INC | $51.25万 | 0.14% | 5,493 | -25 | -0.5% | -$2,332 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $51.75万 | 0.15% | 3,451 | 3,451 | — | $51.75万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $52.43万 | 0.15% | 735 | 108 | 17.2% | $7.70万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $55.72万 | 0.16% | 14,515 | -4,535 | -23.8% | -$17.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $56.42万 | 0.16% | 3,591 | 337 | 10.4% | $5.29万 | 加仓 |
| — | L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $57.14万 | 0.16% | 6,606 | -762 | -10.3% | -$6.59万 | 减仓 |
| ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $58.56万 | 0.17% | 3,008 | 1,544 | 105.5% | $30.06万 | 重新持有 |
| WCN | WASTE CONNECTIONS INC F | $62.66万 | 0.18% | 3,996 | 425 | 11.9% | $6.66万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $62.87万 | 0.18% | 1,864 | 17 | 0.9% | $5,733 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $63.35万 | 0.18% | 9,800 | -639 | -6.1% | -$4.13万 | 减仓 |
| VRSK | VERISK ANALYTICS INC CLASS A | $63.50万 | 0.18% | 3,549 | -437 | -11.0% | -$7.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $63.69万 | 0.18% | 1,368 | -1 | -0.1% | -$466 | 减仓 |
| NDAQ | NASDAQ INC | $63.75万 | 0.18% | 7,393 | 817 | 12.4% | $7.05万 | 加仓 |
| ECL | ECOLAB INC | $65.24万 | 0.18% | 2,433 | 246 | 11.2% | $6.60万 | 加仓 |
| CNI | CANADIAN NATL RY CO F | $65.66万 | 0.19% | 5,998 | 3,247 | 118.0% | $35.55万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $67.74万 | 0.19% | 21,829 | 14,079 | 181.7% | $43.69万 | 加仓 |
| ROL | ROLLINS INC | $68.50万 | 0.19% | 12,473 | 473 | 3.9% | $2.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $68.90万 | 0.19% | 4,828 | -68 | -1.4% | -$9,705 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $68.91万 | 0.19% | 3,043 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $69.82万 | 0.20% | 7,335 | 7,335 | — | $69.82万 | 新建仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $71.23万 | 0.20% | 4,520 | 912 | 25.3% | $14.37万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $77.48万 | 0.22% | 1,605 | 102 | 6.8% | $4.92万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $81.05万 | 0.23% | 10,590 | 7,943 | 300.1% | $60.79万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $81.59万 | 0.23% | 1,707 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTORETF | $85.41万 | 0.24% | 13,668 | 1,439 | 11.8% | $8.99万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $86.48万 | 0.24% | 2,925 | -298 | -9.2% | -$8.81万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $90.56万 | 0.26% | 9,865 | 497 | 5.3% | $4.56万 | 加仓 |
| CP | CANADIAN PACIFIC KAN F | $91.69万 | 0.26% | 11,195 | 431 | 4.0% | $3.53万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $92.77万 | 0.26% | 4,482 | 3,072 | 217.9% | $63.59万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $93.47万 | 0.26% | 6,042 | 3,515 | 139.1% | $54.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $94.71万 | 0.27% | 4,212 | 26 | 0.6% | $5,846 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $95.97万 | 0.27% | 1,857 | -69 | -3.6% | -$3.57万 | 减仓 |
| — | EXXON MOBIL CORP | $99.74万 | 0.28% | 6,665 | 1,720 | 34.8% | $25.74万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $102.13万 | 0.29% | 1,741 | 115 | 7.1% | $6.75万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $102.19万 | 0.29% | 11,615 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $106.15万 | 0.30% | 4,868 | 3,404 | 232.5% | $74.23万 | 加仓 |
| SYK | STRYKER CORP | $106.62万 | 0.30% | 3,238 | -146 | -4.3% | -$4.81万 | 减仓 |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $107.53万 | 0.30% | 11,445 | 5,429 | 90.2% | $51.01万 | 加仓 |
| PEP | PEPSICO INC | $109.71万 | 0.31% | 7,123 | -242 | -3.3% | -$3.73万 | 减仓 |
| TMC | TMC THE METALS CO INC F | $109.90万 | 0.31% | 192,139 | 192,139 | — | $109.90万 | 新建仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $114.04万 | 0.32% | 3,489 | 0 | 0.0% | — | 不变 |