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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 33
增持 71
减持 33
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$30.2M
187,045
+9%
增持
MSFT
MICROSOFT CORP
+$30.2M
240,634
+27%
减持
NVDA
NVIDIA CORP
+$25.2M
65,964
-5%
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
AMZN
AMAZON COM INC
+$14.4M
353,704
+9%
增持
LLY
LILLY ELI & CO
+$9.7M
49,320
+0%
增持
WSM
WILLIAMS-SONOMA
+$9.0M
56,967
+27%
增持
NU
NU HLDGS LTD
+$8.9M
2,125,034
+7%
增持
ADBE
ADOBE INC
-$7.4M
94,923
+2%
增持
WM
WASTE MGMT INC DEL
+$6.6M
131,949
+10%
增持
COST
COSTCO WHSL CORP NEW
+$6.0M
68,138
+2%
建仓
EXPE
EXPEDIA GROUP INC
+$5.7M
41,670
增持
MSI
MOTOROLA SOLUTIONS INC
+$5.5M
78,442
+10%
增持
LOW
LOWES COS INC
+$5.3M
73,527
+22%
建仓
BA
BOEING CO
+$5.3M
27,257
增持
AXP
AMERICAN EXPRESS CO
+$5.0M
96,774
+6%
增持
—
ALPHABET INC
+$5.0M
346,579
+2%
增持
AAPL
APPLE INC
-$4.7M
696,155
+8%
增持
MRK
MERCK & CO. INC
+$4.5M
135,111
+10%
增持
EW
EDWARDS LIFESCIENCES CORP
+$4.4M
171,138
+10%
增持
MU
MICRON TECHNOLOGY
+$4.4M
41,133
+672%
增持
QCOM
QUALCOMM INC
+$4.2M
118,453
+8%
增持
V
VISA INC
+$4.1M
50,705
+31%
增持
GOOG
ALPHABET INC
+$3.9M
276,088
+2%
建仓
DELL
DELL TECHNOLOGIES INC
+$3.7M
32,056
建仓
OXY
OCCIDENTAL PETE CORP
+$3.6M
55,750
增持
MA
MASTERCARD INC
+$3.3M
22,258
+28%
增持
INTU
INTUIT
+$3.3M
101,423
+1%
增持
SE
SEA LTD
+$3.1M
130,660
+36%
增持
CMI
CUMMINS INC
+$3.1M
30,391
+24%
增持
SQ
SQUARE INC
+$3.1M
95,411
+48%
增持
SYK
STRYKER CORP
+$3.0M
39,296
+7%
增持
AN
AUTONATION INC
+$3.0M
49,615
+43%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.9M
13,382
-71%
增持
ADSK
AUTODESK INC
+$2.9M
62,835
+14%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.9M
87,532
+8%
建仓
APP
APPLOVIN CORP
+$2.7M
39,144
增持
MELI
MERCADOLIBRE INC
+$2.7M
12,648
+21%
增持
FDX
FEDEX CORP
+$2.5M
45,100
+8%
增持
TRMB
TRIMBLE INC
+$2.5M
154,835
+10%
减持
JPM
JPMORGAN CHASE & CO
-$2.4M
5,351
-74%
增持
CRL
CHARLES RIV LABS INTL INC
+$2.4M
68,245
+0%
增持
PAYX
PAYCHEX INC
+$2.4M
181,081
+9%
减持
GWW
GRAINGER W W INC
+$2.3M
13,199
-2%
增持
BKNG
BOOKING HLDGS INC
+$2.2M
3,778
+17%
增持
—
MEDTRONIC PLC
+$2.2M
38,228
+175%
增持
BAC
BK OF AMERICA CORP
+$2.1M
235,069
+17%
减持
ECL
ECOLAB INC
+$2.0M
64,459
-0%
建仓
CVX
CHEVRON CORP NEW
+$2.0M
12,912
增持
STZ
CONSTELLATION BRANDS INC
+$2.0M
27,902
+22%
增持
TXN
TEXAS INSTRS INC
+$2.0M
121,972
+8%
增持
DOW
DOW INC
+$2.0M
90,401
+53%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
29,045
+1%
增持
HPQ
HP INC
+$1.9M
290,075
+27%
增持
KVUE
KENVUE INC
+$1.9M
171,200
+104%
建仓
WBD
WARNER BROS DISCOVERY INC
+$1.9M
213,311
建仓
—
ASML HOLDING N V
+$1.8M
1,878
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
13,125
+211%
清仓
—
EXXON MOBIL CORP
-$1.8M
0
-100%
建仓
RL
RALPH LAUREN CORP
+$1.7M
9,300
增持
UNP
UNION PAC CORP
+$1.7M
53,846
+15%
增持
IBB
ISHARES TR
+$1.7M
80,675
+17%
增持
—
GARMIN LTD
+$1.7M
14,625
+263%
减持
CPNG
COUPANG INC
-$1.7M
48,650
-69%
建仓
BIDU
BAIDU INC
+$1.6M
15,635
增持
DHR
DANAHER CORPORATION
+$1.6M
14,511
+68%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.6M
8,100
-54%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
6,030
+68%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.6M
67,434
+30%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.5M
174,829
-0%
清仓
—
CONSOL ENERGY INC NEW
-$1.5M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$1.5M
61,234
+16%
减持
LAD
LITHIA MOTORS INC CLASS A
-$1.4M
2,100
-67%
减持
FAST
FASTENAL CO
+$1.4M
119,453
-0%
建仓
EWBC
EAST WEST BANCORP INC
+$1.4M
18,029
减持
ABBV
ABBVIE INC
+$1.4M
54,453
-1%
建仓
SNOW
SNOWFLAKE INC
+$1.4M
8,742
减持
LPX
LOUISIANA-PACIFIC CORP
-$1.4M
4,519
-82%
清仓
TTD
THE TRADE DESK INC
-$1.3M
0
-100%
增持
PEP
PEPSICO INC
+$1.3M
39,520
+19%
减持
CHD
CHURCH & DWIGHT INC
+$1.3M
145,303
-1%
增持
—
BLACKROCK INC
+$1.2M
3,243
+81%
减持
ORCL
ORACLE CORP
+$1.2M
64,111
-1%
增持
AMGN
AMGEN INC
+$1.2M
32,996
+16%
减持
HTZ
HERTZ GLOBAL HLDGS INC
-$1.2M
322,025
-9%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
95,386
+25%
清仓
CART
MAPLEBEAR INC
-$1.1M
0
-100%
增持
NKE
NIKE INC
-$1.1M
74,577
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
11,718
-30%
减持
—
STELLANTIS N.V.
-$1.0M
48,450
-53%
减持
TSLA
TESLA INC
-$1.0M
6,010
-29%
增持
MCD
MCDONALDS CORP
+$1.0M
10,283
+64%
增持
LNG
CHENIERE ENERGY INC NEW
+$1.0M
11,655
+133%
清仓
FANG
DIAMONDBACK ENERGY INC
-$930.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$852.7K
75,589
+7%
建仓
DKNG
DRAFTKINGS INC NEW
+$839.9K
18,497
增持
GPN
GLOBAL PMTS INC
+$816.1K
71,353
+4%
增持
WMT
WALMART INC
+$796.0K
118,113
+195%
增持
ZTS
ZOETIS INC
-$742.4K
88,492
+11%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$740.3K
32,570
+63%
建仓
VDE
VANGUARD WORLD FD
+$733.7K
5,571
建仓
DEO
DIAGEO PLC
+$711.4K
4,783
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$697.4K
1,033
+2%
增持
SMG
SCOTTS MIRACLE GRO CO
+$695.2K
61,895
+1%
清仓
—
VALARIS LTD
-$685.7K
0
-100%
建仓
PUBM
PUBMATIC INC
+$679.7K
28,656
减持
GM
GENERAL MTRS CO
-$666.2K
25,000
-50%
增持
—
LINDE PLC
+$629.3K
11,661
+0%
减持
PYPL
PAYPAL HLDGS INC
+$620.7K
178,851
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$594.8K
1,246
-52%
建仓
EDV
VANGUARD WORLD FD
+$577.7K
7,542
增持
DE
DEERE & CO
+$577.2K
39,503
+1%
减持
PDD
PINDUODUO INC
-$575.2K
5,000
-37%
减持
AMD
ADVANCED MICRO DEVICES INC
-$548.5K
8,619
-40%
增持
—
ACCENTURE PLC IRELAND
+$542.5K
94,013
+3%
清仓
KWEB
KRANESHARES CSI CHINA
-$540.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$538.5K
0
-100%
减持
NSC
NORFOLK SOUTHERN CORP
+$455.0K
26,524
-1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$452.3K
6,250
减持
TOL
TOLL BROTHERS INC
+$451.0K
17,356
-1%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$438.5K
40,045
建仓
TNA
DIREXION SHS ETF TR
+$429.2K
10,000
建仓
VPU
VANGUARD WORLD FD
+$427.7K
3,000
减持
VB
VANGUARD INDEX FDS
-$404.8K
2,539
-45%
建仓
CPAY
CORPAY INC
+$398.0K
1,290
减持
SCHW
CHARLES SCHWAB CORP
-$384.2K
37,130
-17%
建仓
CAR
AVIS BUDGET GROUP
+$369.0K
3,013
清仓
BTU
PEABODY ENERGY CORPORATIO
-$364.8K
0
-100%
清仓
—
FLEETCOR TECHNOLOGIES
-$364.6K
0
-100%
建仓
EWZ
ISHARES IINC
+$359.3K
11,084
建仓
DXC
DXC TECHNOLOGY CO
+$340.1K
16,035
减持
RSP
Invesco S&P 500 Equal
-$319.9K
2,243
-49%
减持
CSCO
CISCO SYS INC
-$318.8K
155,674
-3%
建仓
PANW
PALO ALTO NETWORKS INC
+$292.7K
1,030
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$286.5K
515
清仓
EWY
ISHARES INC
-$269.1K
0
-100%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$268.4K
0
-100%
清仓
DQ
DAQO NEW ENERGY CORP
-$266.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$256.0K
6,649
+8%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$246.7K
10,720
增持
NVS
NOVARTIS A G
-$242.0K
82,079
+1%
建仓
WFC
WELLS FARGO CO NEW
+$235.0K
4,054
减持
SYY
SYSCO CORP
+$227.7K
41,911
-3%
建仓
IRM
IRON MTN INC DEL
+$216.6K
2,700
减持
WAT
WATERS CORP
+$215.5K
15,465
-0%
建仓
NOW
SERVICE NOW INC
+$211.9K
278
减持
INTC
INTEL CORP
-$205.6K
22,239
-6%
建仓
EVR
EVERCORE INC
+$202.2K
1,050
建仓
HCA
HCA HEALTHCARE INC
+$200.1K
600
减持
AVGO
BROADCOM INC
+$171.8K
1,088
-4%
增持
PBE
INVESCO EXCHANGE TRADED FD T
+$158.8K
7,185
+55%
