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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $73.77万 | 0.21% | 3,043 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $73.75万 | 0.21% | 7,510 | 3,223 | 75.2% | $31.65万 | 加仓 |
| CNI | CANADIAN NATL RY CO F | $73.70万 | 0.21% | 6,181 | 183 | 3.1% | $2.18万 | 加仓 |
| WCN | WASTE CONNECTIONS INC F | $72.11万 | 0.21% | 4,326 | 330 | 8.3% | $5.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $70.96万 | 0.20% | 4,839 | 11 | 0.2% | $1,613 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $70.66万 | 0.20% | 3,112 | 1,598 | 105.5% | $36.28万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $68.68万 | 0.20% | 4,376 | 925 | 26.8% | $14.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $68.10万 | 0.19% | 1,361 | -7 | -0.5% | -$3,503 | 减仓 |
| ECL | ECOLAB INC | $67.78万 | 0.19% | 2,433 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $64.37万 | 0.18% | 2,875 | -2,097 | -42.2% | -$46.95万 | 重新持有 |
| ALAB | ASTERA LABS INC | $63.66万 | 0.18% | 1,318 | 1,318 | — | $63.66万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $63.56万 | 0.18% | 2,875 | 2,875 | — | $63.56万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $63.32万 | 0.18% | 8,212 | 3,615 | 78.6% | $27.88万 | 重新持有 |
| RKLB | ROCKET LAB CORP CLASS A | $63.19万 | 0.18% | 6,216 | 754 | 13.8% | $7.66万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.75万 | 0.18% | 1,578 | -27 | -1.7% | -$1.07万 | 减仓 |
| VRSK | VERISK ANALYTICS INC CLASS A | $62.41万 | 0.18% | 3,477 | -72 | -2.0% | -$1.29万 | 减仓 |
| NDAQ | NASDAQ INC | $61.28万 | 0.17% | 7,774 | 381 | 5.2% | $3.00万 | 加仓 |
| — | L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $57.94万 | 0.16% | 6,606 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $57.75万 | 0.16% | 10,226 | 2,222 | 27.8% | $12.55万 | 加仓 |
| — | BLACKSTONE PRIVATE CREDIT FUND CLASS I | $55.63万 | 0.16% | 23,238 | 23,238 | — | $55.63万 | 新建仓 |
| DDOG | DATADOG INC CLASS A | $55.40万 | 0.16% | 2,128 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $53.93万 | 0.15% | 506 | 52 | 11.5% | $5.54万 | 加仓 |
| ROL | ROLLINS INC | $53.19万 | 0.15% | 12,744 | 271 | 2.2% | $1.13万 | 加仓 |
| LLY | ELI LILLY AND CO | $50.99万 | 0.15% | 425 | 27 | 6.8% | $3.24万 | 加仓 |
| ONDS | ONDAS INC | $50.90万 | 0.14% | 61,772 | 32,551 | 111.4% | $26.82万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $50.72万 | 0.14% | 3,688 | 300 | 8.9% | $4.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.50万 | 0.14% | 5,526 | 675 | 13.9% | $5.92万 | 加仓 |
| IONQ | IONQ INC | $46.14万 | 0.13% | 8,663 | 2,273 | 35.6% | $12.11万 | 加仓 |
| FTNT | FORTINET INC | $45.58万 | 0.13% | 2,967 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC CLASS A | $43.11万 | 0.12% | 4,852 | 568 | 13.3% | $5.05万 | 加仓 |
| ET | ENERGY TRANSFER L P LP | $43.06万 | 0.12% | 22,522 | 2,619 | 13.2% | $5.01万 | 加仓 |
| NSRGY | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $42.90万 | 0.12% | 4,178 | 147 | 3.6% | $1.51万 | 加仓 |
| WMT | WALMART INC | $42.64万 | 0.12% | 3,765 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $42.58万 | 0.12% | 2,871 | 2,871 | — | $42.58万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $41.59万 | 0.12% | 9,744 | -56 | -0.6% | -$2,390 | 减仓 |
| AXON | AXON ENTERPRISE INC | $41.32万 | 0.12% | 737 | 737 | — | $41.32万 | 新建仓 |
| ABT | ABBOTT LABS | $40.85万 | 0.12% | 4,502 | -14 | -0.3% | -$1,270 | 减仓 |
| TW | TRADEWEB MKTS INC CLASS CLASS A | $40.40万 | 0.12% | 4,054 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $40.22万 | 0.11% | 764 | 0 | 0.0% | — | 不变 |
| — | KIOXIA HLDGS CORP FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $40.02万 | 0.11% | 6,765 | 6,765 | — | $40.02万 | 新建仓 |
| NFLX | NETFLIX INC | $39.22万 | 0.11% | 5,493 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $38.96万 | 0.11% | 4,794 | 126 | 2.7% | $1.02万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $38.43万 | 0.11% | 4,173 | -42 | -1.0% | -$3,868 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $36.51万 | 0.10% | 8,053 | 1,724 | 27.2% | $7.82万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $36.15万 | 0.10% | 8,538 | -1,996 | -18.9% | -$8.45万 | 减仓 |
| — | SAP SE ORDF | $34.87万 | 0.10% | 2,255 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $31.48万 | 0.09% | 6,555 | 15 | 0.2% | $720 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $30.56万 | 0.09% | 3,477 | 91 | 2.7% | $7,998 | 加仓 |
| RPM | RPM INTL INC | $30.51万 | 0.09% | 2,745 | 2 | 0.1% | $222 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $29.44万 | 0.08% | 3,554 | 619 | 21.1% | $5.13万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $28.26万 | 0.08% | 2,917 | 4 | 0.1% | $387 | 加仓 |
| PTC | PTC INC | $27.75万 | 0.08% | 2,443 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $26.79万 | 0.08% | 916 | -82 | -8.2% | -$2.40万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $26.01万 | 0.07% | 8,227 | -6,288 | -43.3% | -$19.88万 | 减仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $25.47万 | 0.07% | 1,605 | 136 | 9.3% | $2.16万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $24.27万 | 0.07% | 1,658 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $24.01万 | 0.07% | 3,476 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $23.75万 | 0.07% | 8,575 | 43 | 0.5% | $1,191 | 加仓 |
| IREN | IREN LTD F | $23.40万 | 0.07% | 5,118 | 5,118 | — | $23.40万 | 新建仓 |
| CDNS | CADENCE DESIGN SYS INC | $23.08万 | 0.07% | 615 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $22.62万 | 0.06% | 196 | 196 | — | $22.62万 | 新建仓 |
| — | COHERENT CORP | $22.29万 | 0.06% | 565 | 565 | — | $22.29万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $22.03万 | 0.06% | 2,120 | 2,120 | — | $22.03万 | 新建仓 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $21.96万 | 0.06% | 1,986 | 13 | 0.7% | $1,437 | 加仓 |
| — | BLUE OWL CREDIT INCOME CORP CLASS S | $11.53万 | 0.03% | 12,640 | 0 | 0.0% | — | 不变 |
| — | COREWEAVE INC CLASS A | $3.10万 | 0.01% | 3,100 | 325 | 11.7% | $3,250 | 加仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -5,607 | -100.0% | -$123.46万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,466 | -100.0% | -$22.02万 | 清仓 |