KH
Kirtland Hills Capital Management, LLC
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$3.1億
申報季度: 2026-03-31 · 持股檔數: 156
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC在最新一期 13F 報告中揭露了 156 項持股，申報期為 2026-03-31，總持股市值約為 US$3.1億，季度換手率為 26.8%。
機構性格雪花圖
- 集中度
- 8.26
- 持倉穩定性
- 26.78
- 動能／逆勢
- 100
- 產業集中度
- 60.9
- 多樣化
- 100
- 倉位均衡度
- 85.05
近期動向
加碼 QQQ
+66.9% US$386.3萬
減碼 SNOW
+7.3% -US$205.1萬
加碼 AMZN
+14.4% US$376.4萬
加碼 QQQM
+99.3% US$217.8萬
減碼 PLTR
+5.6% -US$77.9萬
加碼 RSP
+11.4% US$391.4萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 8.28% | +0.50% | +11.38% | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.75% | +0.71% | +14.41% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.19% | +8.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.91% | -0.01% | +1.70% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.80% | +1.06% | +66.88% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.34% | -0.52% | +5.62% | |
| 7 | BN | Brookfield CORP | 股票-金融 | 2.25% | — | -3.05% | |
| 8 | ASML | ASML Holding N.V. | 股票-科技 | 2.20% | +0.47% | +3.83% | |
| 9 | SNOW | Snowflake INC | 股票-科技 | 2.05% | -0.94% | +7.31% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.96% | +0.11% | +14.72% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.85% | +0.34% | +6.94% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | — | +7.63% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.63% | — | +3.44% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.63% | — | -1.72% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.57% | +0.01% | +2.45% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | — | +4.29% | |
| 17 | BLKCHF | Blackrock INC | 股票-其他 | 1.49% | — | -1.52% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.46% | +0.26% | +29.41% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | — | +0.23% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.31% | +0.63% | +99.28% | |
| 21 | TSLA | Tesla INC | 股票-循環性消費 | 1.25% | -0.34% | +0.79% | |
| 22 | MELI | Mercadolibre INC | 股票-循環性消費 | 1.18% | +0.13% | +35.45% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.04% | +0.29% | +52.67% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.03% | — | +6.31% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.03% | — | -18.17% | |
| 26 | MSCI | Msci INC | 股票-金融 | 1.02% | — | +7.95% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 1.01% | +0.14% | +5.23% | |
| 28 | J | Jacobs Solutions INC | 股票-工業 | 0.99% | — | — | |
| 29 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.98% | +0.29% | +1.72% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.93% | — | +9.24% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.87% | — | -0.70% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.87% | — | +8.49% | |
| 33 | WM | Waste Management INC | 股票-工業 | 0.83% | +0.11% | +23.60% | |
| 34 | UBER | Uber Technologies INC | 股票-工業 | 0.82% | — | -7.04% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.81% | — | +2.75% | |
| 36 | MCO | Moody's CORP | 股票-金融 | 0.78% | — | +0.15% | |
| 37 | NET | Cloudflare INC - Class A | 股票-科技 | 0.75% | — | +7.96% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | — | +0.43% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.74% | +0.11% | -4.91% | |
| 40 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.72% | — | -0.01% | |
| 41 | LOW | Lowe's Cos INC | 股票-循環性消費 | 0.71% | — | -1.93% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | +0.13% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.68% | +0.15% | +21.46% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.67% | +0.67% | NEW | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | +0.15% | +741.00% | |
| 46 | RSG | Republic Services INC | 股票-工業 | 0.65% | — | +4.26% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.64% | +0.28% | +77.37% | |
| 48 | AMAT | Applied Materials INC | 股票-科技 | 0.62% | +0.19% | +2.73% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.59% | — | +13.43% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.59% | — | +3.92% |
1–50 of 156
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 156 | US$3.1億 | 27 | |
| 2025-12-31 | 156 | US$2.9億 | 18 | |
| 2025-09-30 | 154 | US$2.5億 | 44 | |
| 2025-06-30 | 148 | US$2.2億 | 0 | |
| 2025-03-31 | 136 | US$1.6億 | 0 | |
| 2024-12-31 | 131 | US$1.6億 | 0 | |
| 2024-09-30 | 133 | US$1.8億 | 0 | |
| 2024-06-30 | 118 | US$1.2億 | 0 | |
| 2024-03-31 | 118 | US$1.2億 | 0 |
本季持股變動
Kirtland Hills Capital Management, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Intuit INC (INTU); 新建倉: Vanguard Info Tech ETF (VGT); 清倉: Roper Technologies INC (ROP); 清倉: Unitedhealth Group INC (UNH); 新建倉: Chevron CORP (CVX).
FAQ
Kirtland Hills Capital Management, LLC 是什麼機構？屬於哪種投資人類型？
Kirtland Hills Capital Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$3.1億，分佈在 156 個已申報部位之中。
Kirtland Hills Capital Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Kirtland Hills Capital Management, LLC 按市值排列的前幾大持股為：
1. Invesco S&p 500 Equal Weight (RSP) — US$2609.5萬 (8.3%)
2. Amazon.com INC (AMZN) — US$1812.7萬 (5.8%)
3. Nvidia CORP (NVDA) — US$1001.9萬 (3.2%)
4. Alphabet Inc-cl A (GOOGL) — US$917.7萬 (2.9%)
5. Invesco Qqq Trust Series 1 (QQQ) — US$883.2萬 (2.8%)
Kirtland Hills Capital Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Kirtland Hills Capital Management, LLC 共進行了 49 項顯著調整：新建倉 6 個部位、加碼 31 個既有持股、減碼 2 個部位，並完全清倉 10 個持股。 其中幅度最大的異動：清倉: Intuit INC (INTU); 新建倉: Vanguard Info Tech ETF (VGT); 清倉: Roper Technologies INC (ROP); 清倉: Unitedhealth Group INC (UNH); 新建倉: Chevron CORP (CVX)
Kirtland Hills Capital Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Kirtland Hills Capital Management, LLC 的主要板塊分佈如下：
• Information Technology: 34.9%
• Financials: 16.4%
• Consumer Discretionary: 15.7%
• Industrials: 14.3%
• Communication Services: 8.1%
• Health Care: 3.3%