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INVESTMENT HOUSE LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
INVESTMENT HOUSE LLC
报告期 2026-03-31 · CIK 0001566030
持仓数
223
前50大市值合计
$1.48B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 148 项
建仓 11
增持 44
减持 73
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
BABA
ALIBABA GROUP HLDG LTD
-$22.4M
8,100
-92%
减持
PYPL
PAYPAL HLDGS INC
-$8.9M
185,550
-5%
减持
AMZN
AMAZON COM INC
-$8.5M
15,482
-10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$8.3M
104,675
+172%
增持
SMG
SCOTTS MIRACLE GRO CO
-$6.8M
219,205
+8%
减持
INTU
INTUIT
+$5.4M
121,836
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.0M
14,429
+432%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$4.8M
95,895
+70%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.7M
31,791
-72%
减持
CLX
CLOROX CO DEL
-$4.6M
17,283
-59%
减持
KWEB
KRANESHARES TR
-$4.6M
59,716
-42%
增持
MSI
MOTOROLA SOLUTIONS INC
+$4.2M
56,406
+38%
减持
—
ALPHABET INC
+$3.8M
17,963
-1%
减持
COST
COSTCO WHSL CORP NEW
+$3.8M
71,462
-0%
增持
STZ
CONSTELLATION BRANDS INC
+$3.7M
26,935
+226%
减持
CRL
CHARLES RIV LABS INTL INC
+$3.7M
92,396
-1%
建仓
QQQ
INVESCO QQQ TR
+$3.7M
10,231
减持
SQ
SQUARE INC
-$3.6M
66,736
-17%
减持
MELI
MERCADOLIBRE INC
-$3.5M
916
-71%
减持
FDX
FEDEX CORP
-$3.4M
41,806
-1%
清仓
EBS
EMERGENT BIOSOLUTIONS INC
-$3.0M
0
-100%
减持
AMGN
AMGEN INC
-$2.7M
40,833
-13%
增持
CRM
SALESFORCE COM INC
+$2.6M
15,795
+130%
清仓
ETSY
ETSY INC
-$2.6M
0
-100%
减持
GOOG
ALPHABET INC
+$2.5M
16,117
-0%
增持
CVS
CVS HEALTH CORP
+$2.5M
53,163
+122%
减持
TQQQ
PROSHARES TR
-$2.4M
5,000
-80%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.4M
0
-100%
减持
META
FACEBOOK INC
-$2.3M
209,249
-1%
清仓
—
PIONEER NAT RES CO
-$2.2M
0
-100%
减持
NFLX
NETFLIX INC
-$2.2M
1,074
-80%
减持
—
ACCENTURE PLC IRELAND
+$2.1M
96,025
-1%
建仓
MRNA
MODERNA INC
+$2.1M
5,425
减持
NSC
NORFOLK SOUTHERN CORP
-$2.0M
29,708
-13%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$1.8M
0
-100%
减持
AAPL
APPLE INC
+$1.7M
827,405
-2%
清仓
CPNG
COUPANG INC
-$1.7M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.7M
208,037
-1%
清仓
TAL
TAL EDUCATION GROUP
-$1.6M
0
-100%
清仓
NET
CLOUDFLARE INC
-$1.6M
0
-100%
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$1.6M
0
-100%
减持
INTC
INTEL CORP
-$1.5M
76,006
-24%
建仓
LVS
LAS VEGAS SANDS CORP
+$1.5M
41,444
增持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
68,146
+3%
减持
NVS
NOVARTIS A G
-$1.4M
79,513
-8%
增持
CSCO
CISCO SYS INC
+$1.3M
185,165
+12%
增持
TXN
TEXAS INSTRS INC
+$1.2M
119,585
+6%
增持
GLW
CORNING INC
-$1.2M
301,103
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.2M
10,795
-32%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$1.2M
15,265
增持
WM
WASTE MGMT INC DEL
+$1.2M
126,821
+0%
减持
ADBE
ADOBE INC
-$1.1M
101,428
-0%
减持
BAX
BAXTER INTL INC
-$1.1M
29,187
-32%
减持
EW
EDWARDS LIFESCIENCES CORP
+$1.1M
125,775
-1%
清仓
SPXL
DIREXION SHS ETF TR
-$1.1M
0
-100%
减持
XPO
XPO LOGISTICS INC
-$934.0K
15,265
-1%
减持
NKE
NIKE INC
-$861.0K
90,600
-0%
清仓
EWZ
ISHARES INC
-$775.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$771.0K
0
-100%
减持
NIO
NIO INC
-$768.0K
42,078
-1%
减持
PAYX
PAYCHEX INC
+$759.0K
156,203
-0%
增持
ISRG
INTUITIVE SURGICAL INC
+$720.0K
9,355
+0%
增持
MMM
3M CO
-$689.0K
30,542
+0%
增持
NVDA
NVIDIA CORP
+$670.0K
81,341
+302%
建仓
—
BANK OF MONTREAL
+$663.0K
20,000
增持
ZTS
ZOETIS INC
+$620.0K
73,753
+0%
清仓
ABNB
AIRBNB INC
-$616.0K
0
-100%
增持
ORCL
ORACLE CORP
+$615.0K
64,477
+0%
减持
ABBV
ABBVIE INC
-$580.0K
79,051
-2%
减持
BKNG
BOOKING HLDGS INC
-$576.0K
1,164
-24%
减持
CHD
CHURCH & DWIGHT INC
-$572.0K
180,012
-1%
增持
GWW
GRAINGER W W INC
-$568.0K
15,427
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$541.0K
171,803
+1%
减持
GILD
GILEAD SCIENCES INC
-$540.0K
23,102
-26%
减持
V
VISA INC
-$490.0K
38,651
-1%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$471.0K
5,374
增持
GM
GENERAL MTRS CO
+$461.0K
77,960
+26%
增持
HPQ
HP INC
-$460.0K
240,047
+3%
减持
CMI
CUMMINS INC
-$459.0K
22,437
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$453.0K
65,446
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$410.0K
9,912
-19%
减持
CAT
CATERPILLAR INC DEL
-$401.0K
4,828
-21%
减持
LNG
CHENIERE ENERGY INC
+$381.0K
37,205
-1%
增持
QCOM
QUALCOMM INC
-$378.0K
139,583
+9%
清仓
UMBF
UMB FINL CORP
-$378.0K
0
-100%
增持
LOW
LOWES COS INC
+$351.0K
7,015
+27%
增持
UNP
UNION PAC CORP
+$348.0K
38,249
+18%
减持
MRK
MERCK & CO. INC
-$328.0K
98,806
-1%
减持
JNJ
JOHNSON & JOHNSON
-$322.0K
84,757
-0%
清仓
OGN
ORGANON & CO
-$313.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$312.0K
1,522
+37%
减持
WMT
WALMART INC
-$282.0K
18,652
-9%
增持
ADI
ANALOG DEVICES INC
+$276.0K
6,923
+35%
增持
MA
MASTERCARD INC
-$269.0K
19,047
+1%
减持
PFE
PFIZER INC
+$269.0K
72,843
-0%
增持
ADSK
AUTODESK INC
-$259.0K
48,780
+0%
减持
YUMC
YUM CHINA HLDGS INC
-$246.0K
27,165
-1%
清仓
T
AT&T INC
-$240.0K
0
-100%
减持
—
BLACKROCK INC
-$234.0K
4,875
-1%
清仓
CMCSA
COMCAST CORP NEW
-$230.0K
0
-100%
建仓
—
ICON PLC
+$227.0K
865
清仓
RPM
RPM INTL INC
-$223.0K
0
-100%
清仓
ILMN
ILLUMINA INC
-$212.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$210.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$207.0K
1,278
建仓
NOW
SERVICENOW INC
+$204.0K
328
建仓
—
INDAPTUS THERAPEUTICS INC
+$201.0K
25,653
减持
DIS
DISNEY WALT CO
-$195.0K
18,275
-2%
增持
—
MARVELL TECHNOLOGY GROUP LTD
+$193.0K
12,720
+29%
减持
WAT
WATERS CORP
+$178.0K
21,049
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$168.0K
12,466
-3%
增持
IBB
ISHARES TR
-$155.0K
84,788
+0%
减持
ECL
ECOLAB INC
+$122.0K
79,632
-1%
减持
—
CITRIX SYS INC
-$119.0K
8,575
-3%
减持
DHI
D R HORTON INC
-$117.0K
15,560
-1%
建仓
TIGR
UP FINTECH HLDG LTD
+$106.0K
10,000
增持
—
MEDTRONIC PLC
+$106.0K
49,051
+1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$93.0K
5,424
-4%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$84.0K
5,600
-15%
增持
MAC
MACERICH CO
-$78.0K
54,027
+0%
减持
GPN
GLOBAL PMTS INC
-$77.0K
1,315
-13%
减持
BDX
BECTON DICKINSON & CO
-$76.0K
1,151
-22%
减持
KO
COCA COLA CO
-$72.0K
23,460
-3%
增持
BCO
BRINKS CO
+$72.0K
7,365
+44%
减持
LLY
LILLY ELI & CO
+$68.0K
49,256
-0%
减持
ABT
ABBOTT LABS
+$63.0K
42,897
-1%
减持
CAG
CONAGRA BRANDS INC
-$58.0K
12,250
-6%
减持
SYY
SYSCO CORP
-$56.0K
48,915
-2%
减持
PEP
PEPSICO INC
+$52.0K
36,341
-1%
减持
LQD
ISHARES TR
-$51.0K
9,055
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$49.0K
71,446
-0%
增持
NVTA
INVITAE CORP
+$48.0K
22,665
+28%
减持
EQIX
EQUINIX INC
-$47.0K
959
-4%
增持
—
AZEK CO INC
+$42.0K
13,025
+27%
减持
PBE
INVESCO EXCHANGE TRADED FD T
-$41.0K
6,835
-5%
增持
LEN
LENNAR CORP
-$41.0K
12,287
+2%
减持
TJX
TJX COS INC NEW
-$40.0K
15,239
-2%
减持
TRMB
TRIMBLE INC
-$37.0K
183,114
-1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$36.0K
602
-9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$24.0K
2,800
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$22.0K
4,629
+7%
增持
TGT
TARGET CORP
-$19.0K
2,900
+3%
减持
SBUX
STARBUCKS CORP
-$12.0K
7,870
-0%
减持
USB
US BANCORP DEL
+$11.0K
6,600
-1%
增持
GDO
WESTERN ASSET GLOBAL CP DEFI
-$8.0K
16,295
+0%
增持
SO
SOUTHERN CO
+$7.0K
4,397
+0%
增持
PFF
ISHARES TR
-$5.0K
10,383
+0%
增持
EEM
ISHARES TR
-$1.0K
15,375
+9%
