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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 17增持 58减持 50清仓 25

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORP

+$20.2M

645,580 +879%

减持

AAPL APPLE INC

+$12.9M

627,827 -10%

减持

— ALPHABET INC

+$10.4M

344,292 -1%

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。

减持

COST COSTCO WHSL CORP NEW

+$7.5M

67,554 -1%

增持

MSFT MICROSOFT CORP

+$6.7M

241,420 +0%

减持

LLY LILLY ELI & CO

+$5.7M

48,669 -1%

增持

NU NU HLDGS LTD

+$5.5M

2,396,515 +13%

增持

META META PLATFORMS INC

+$4.9M

189,831 +1%

减持

RH RH

-$4.4M

21,143 -23%

增持

CRL CHARLES RIV LABS INTL INC

-$4.3M

68,505 +0%

减持

INTU INTUIT

-$4.2M

93,982 -7%

减持

— ACCENTURE PLC IRELAND

-$4.1M

93,736 -0%

清仓

OXY OCCIDENTAL PETE CORP

-$3.6M

0 -100%

增持

QCOM QUALCOMM INC

+$3.6M

118,798 +0%

减持

SQ SQUARE INC

-$3.4M

72,663 -24%

减持

BA BOEING CO

-$3.3M

10,574 -61%

减持

PYPL PAYPAL HLDGS INC

-$3.1M

153,275 -14%

建仓

PVH PVH CORPORATION

+$3.1M

28,935

减持

DE DEERE & CO

-$3.0M

35,463 -10%

增持

MELI MERCADOLIBRE INC

+$2.9M

13,409 +6%

增持

DHI D R HORTON INC

+$2.9M

35,649 +178%

建仓

CCC CCC INTELLIGENT SOLUTIONS HL

+$2.8M

251,750

减持

CSCO CISCO SYS INC

-$2.8M

105,041 -33%

减持

GOOG ALPHABET INC

+$2.6M

243,632 -12%

建仓

ORLY O REILLY AUTOMOTIVE INC

+$2.5M

2,408

增持

MSI MOTOROLA SOLUTIONS INC

+$2.5M

78,707 +0%

减持

HTZ HERTZ GLOBAL HLDGS INC

-$2.5M

19,500 -94%

增持

SE SEA LTD

+$2.4M

132,377 +1%

增持

CPAY CORPAY INC

+$2.3M

10,310 +699%

减持

TXN TEXAS INSTRS INC

+$2.3M

121,200 -1%

增持

CRM SALESFORCE COM INC

+$2.3M

11,741 +391%

减持

SCHW CHARLES SCHWAB CORP

-$2.3M

5,590 -85%

减持

EXPE EXPEDIA GROUP INC

-$2.2M

28,263 -32%

减持

ADBE ADOBE INC

+$2.1M

90,024 -5%

减持

WSM WILLIAMS-SONOMA

-$2.1M

56,794 -0%

清仓

CVX CHEVRON CORP NEW

-$2.0M

0 -100%

增持

BABA ALIBABA GROUP HLDG LTD

+$2.0M

34,540 +453%

增持

LOW LOWES COS INC

-$2.0M

75,958 +3%

建仓

AAP ADVANCE AUTO PARTS INC

+$2.0M

31,306

建仓

— UBS GROUP AG

+$1.9M

64,818

清仓

LNG CHENIERE ENERGY INC NEW

-$1.9M

0 -100%

清仓

— ASML HOLDING N V

-$1.8M

0 -100%

建仓

FIS FIDELITY NATL INFORMATION SV

+$1.8M

24,177

增持

DELL DELL TECHNOLOGIES INC

+$1.8M

39,710 +24%

减持

CRWD CROWDSTRIKE HLDGS INC

+$1.8M

28,970 -0%

减持

APP APPLOVIN CORP

-$1.7M

12,240 -69%

清仓

BIDU BAIDU INC

-$1.6M

0 -100%

增持

FAST FASTENAL CO

-$1.6M

120,542 +1%

增持

DIS DISNEY WALT CO

+$1.6M

24,495 +268%

减持

GWW GRAINGER W W INC

-$1.6M

13,099 -1%

清仓

EWBC EAST WEST BANCORP INC

-$1.4M

0 -100%

建仓

VGLT VANGUARD SCOTTSDALE FDS

+$1.4M

24,591

减持

TRMB TRIMBLE INC

-$1.4M

153,035 -1%

建仓

TLT ISHARES TR

+$1.4M

15,276

减持

MA MASTERCARD INC

-$1.4M

21,188 -5%

增持

NKE NIKE INC

-$1.4M

74,802 +0%

减持

HPQ HP INC

+$1.4M

289,050 -0%

增持

BKNG BOOKING HLDGS INC

+$1.3M

3,787 +0%

减持

— BLACKROCK INC

-$1.3M

1,795 -45%

减持

ISRG INTUITIVE SURGICAL INC

+$1.3M

28,625 -0%

减持

AMD ADVANCED MICRO DEVICES INC

-$1.2M

2,250 -74%

清仓

GM GENERAL MTRS CO

-$1.1M

0 -100%

减持

MRK MERCK & CO. INC

-$1.1M

134,871 -0%

增持

NSC NORFOLK SOUTHERN CORP

-$1.1M

26,558 +0%

增持

ORCL ORACLE CORP

+$1.0M

64,211 +0%

减持

KVUE KENVUE INC

-$1.0M

147,012 -14%

增持

AMGN AMGEN INC

+$982.9K

33,171 +1%

减持

UPS UNITED PARCEL SERVICE INC

-$981.0K

44,310 -7%

增持

UNP UNION PAC CORP

-$957.9K

54,294 +1%

建仓

ULTA ULTA BEAUTY INC

+$944.2K

2,447

增持

ECL ECOLAB INC

+$892.8K

66,287 +3%

增持

ADP AUTOMATIC DATA PROCESSING IN

-$892.0K

87,847 +0%

减持

WAT WATERS CORP

-$889.9K

15,282 -1%

减持

TTWO TAKE-TWO INTERACTIVE SOFTWAR

-$876.2K

2,100 -74%

清仓

DKNG DRAFTKINGS INC NEW

-$839.9K

0 -100%

增持

NVS NOVARTIS A G

+$835.9K

82,429 +0%

减持

WMT WALMART INC

+$820.5K

117,078 -1%

增持

MCD MCDONALDS CORP

+$804.3K

14,533 +41%

减持

EXPD EXPEDITORS INTL WASH INC

-$774.9K

59,484 -12%

增持

GPN GLOBAL PMTS INC

-$771.2K

90,650 +27%

增持

JNJ JOHNSON & JOHNSON

-$768.9K

76,550 +1%

清仓

AMLP ALPS ETF TR

-$764.6K

0 -100%

建仓

CART MAPLEBEAR INC

+$749.5K

23,320

清仓

VDE VANGUARD WORLD FD

-$733.7K

0 -100%

清仓

DEO DIAGEO PLC

-$711.4K

0 -100%

增持

PAYX PAYCHEX INC

-$711.1K

181,559 +0%

建仓

— NEW YORK CMNTY BANCORP INC

+$706.7K

219,480

增持

ADSK AUTODESK INC

-$694.5K

63,322 +1%

增持

AXP AMERICAN EXPRESS CO

+$680.7K

98,101 +1%

清仓

PUBM PUBMATIC INC

-$679.7K

0 -100%

增持

CVS CVS HEALTH CORP

+$657.4K

18,815 +231%

建仓

— FIVERR INTL LTD

+$650.8K

27,775

增持

SYK STRYKER CORP

-$636.3K

39,461 +0%

增持

AN AUTONATION INC

+$618.4K

55,425 +12%

减持

SMG SCOTTS MIRACLE GRO CO

-$612.6K

61,545 -1%

增持

LAD LITHIA MOTORS INC CLASS A

+$612.3K

4,928 +135%

增持

V VISA INC

+$608.7K

56,233 +11%

清仓

PDD PINDUODUO INC

-$581.3K

0 -100%

清仓

VB VANGUARD INDEX FDS

-$580.4K

0 -100%

清仓

EDV VANGUARD WORLD FD

-$577.7K

0 -100%

增持

ZTS ZOETIS INC

+$567.1K

89,645 +1%

减持

WBD WARNER BROS DISCOVERY INC

-$565.2K

174,324 -18%

增持

— STELLANTIS N.V.

+$565.2K

97,550 +101%

增持

ABBV ABBVIE INC

-$534.3K

54,697 +0%

减持

SYY SYSCO CORP

-$517.4K

40,411 -4%

建仓

SPAB SPDR SER TR

+$496.8K

19,800

增持

NOW SERVICE NOW INC

+$460.7K

855 +208%

清仓

RIVN RIVIAN AUTOMOTIVE INC

-$438.5K

0 -100%

增持

GLW CORNING INC

+$436.3K

51,966 +8%

清仓

TNA DIREXION SHS ETF TR

-$429.2K

0 -100%

减持

AMZN AMAZON COM INC

+$426.2K

332,353 -6%

减持

INTC INTEL CORP

-$411.2K

18,439 -17%

减持

STZ CONSTELLATION BRANDS INC

-$411.2K

27,874 -0%

增持

T AT&T INC

+$394.5K

66,052 +34%

清仓

CAR AVIS BUDGET GROUP

-$369.0K

0 -100%

清仓

EWZ ISHARES IINC

-$359.3K

0 -100%

增持

CMI CUMMINS INC

-$343.3K

31,096 +2%

增持

MDLZ MONDELEZ INTL INC

-$333.2K

96,941 +2%

增持

EW EDWARDS LIFESCIENCES CORP

-$327.5K

173,503 +1%

增持

RL RALPH LAUREN CORP

+$309.9K

11,745 +26%

减持

ABT ABBOTT LABS

-$308.9K

25,562 -2%

减持

AVGO BROADCOM INC

+$296.7K

1,083 -0%

清仓

MDY SPDR S&P MIDCAP 400 ETF TR

-$286.5K

0 -100%

增持

UBER UBER TECHNOLOGIES INC

+$284.2K

68,775 +12%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$272.6K

11,443 -2%

建仓

NVO NOVO-NORDISK A S

+$249.8K

1,750

建仓

NFLX NETFLIX INC

+$249.7K

370

清仓

BAX BAXTER INTL INC

-$246.2K

0 -100%

增持

PEP PEPSICO INC

-$242.5K

40,465 +2%

清仓

CARR CARRIER GLOBAL CORPORATION

-$236.9K

0 -100%

增持

CMG CHIPOTLE MEXICAN GRILL INC

+$236.3K

51,700 +4905%

建仓

AMAT APPLIED MATLS INC

+$224.2K

950

增持

CPNG COUPANG INC

+$220.8K

51,850 +7%

建仓

MTB M & T BANK CORP

+$204.3K

1,350

清仓

EVR EVERCORE INC

-$202.2K

0 -100%

清仓

HCA HCA HEALTHCARE INC

-$200.1K

0 -100%

增持

— LINDE PLC

+$191.8K

12,776 +10%

减持

ICE INTERCONTINENTAL EXCHANGE IN

-$187.4K

174,149 -0%

减持

CHD CHURCH & DWIGHT INC

-$181.4K

144,436 -1%

增持

JPM JPMORGAN CHASE & CO

+$180.6K

6,192 +16%

增持

WM WASTE MGMT INC DEL

+$180.5K

132,677 +1%

增持

HD HOME DEPOT INC

-$177.8K

15,433 +8%

减持

YUM YUM BRANDS INC

-$169.7K

17,723 -2%

增持

TMO THERMO FISHER SCIENTIFIC INC

-$168.3K

6,033 +0%

增持

CLX CLOROX CO DEL

+$168.1K

4,160 +59%

减持

LEN LENNAR CORP

-$167.5K

6,992 -1%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$155.0K

9,583 -28%

清仓

GDO WESTERN ASSET GLOBAL CORP DE

-$134.2K

0 -100%

减持

BAC BK OF AMERICA CORP

+$122.6K

227,217 -3%

增持

DOW DOW INC

-$119.9K

96,456 +7%