小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 69
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
-$19.8M
493,745
-24%
减持
META
META PLATFORMS INC
+$10.4M
185,462
-2%
增持
DELL
DELL TECHNOLOGIES INC
+$8.1M
114,928
+189%
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
CRM
SALESFORCE COM INC
+$7.7M
39,314
+235%
减持
MSFT
MICROSOFT CORP
-$7.4M
233,627
-3%
减持
GOOG
ALPHABET INC
-$6.6M
227,802
-6%
增持
LOW
LOWES COS INC
+$6.4M
85,464
+13%
增持
MELI
MERCADOLIBRE INC
+$6.2M
13,783
+3%
建仓
—
LINDE PLC
+$6.2M
13,021
减持
DE
DEERE & CO
-$5.9M
17,637
-50%
清仓
—
LINDE PLC
-$5.6M
0
-100%
增持
APP
APPLOVIN CORP
+$5.2M
47,915
+291%
增持
PYPL
PAYPAL HLDGS INC
+$5.1M
178,760
+17%
减持
MSI
MOTOROLA SOLUTIONS INC
+$5.0M
78,623
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$4.9M
167,854
-3%
增持
—
FIVERR INTL LTD
+$4.6M
202,135
+628%
减持
—
ACCENTURE PLC IRELAND
+$4.6M
93,377
-0%
减持
INTU
INTUIT
-$4.5M
92,209
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.1M
174,023
-0%
减持
AAPL
APPLE INC
+$4.1M
585,115
-7%
增持
AXP
AMERICAN EXPRESS CO
+$4.1M
98,787
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
18,692
+63%
增持
CART
MAPLEBEAR INC
+$3.9M
113,620
+387%
增持
SHY
ISHARES TR
+$3.9M
49,539
+1586%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.9M
25,754
+1045%
增持
RSP
Invesco S&P 500 Equal
+$3.8M
24,025
+706%
减持
ADBE
ADOBE INC
-$3.7M
89,355
-1%
增持
GPN
GLOBAL PMTS INC
+$3.6M
121,084
+34%
增持
UBER
UBER TECHNOLOGIES INC
+$3.5M
113,495
+65%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.3M
87,844
-0%
建仓
AGG
ISHARES TR
+$3.0M
29,965
减持
SE
SEA LTD
+$3.0M
132,160
-0%
减持
PAYX
PAYCHEX INC
+$2.8M
181,450
-0%
建仓
—
ASML HOLDING N V
+$2.7M
3,208
建仓
SOLV
SOLVENTUM CORP
+$2.5M
36,041
增持
CRWD
CROWDSTRIKE HLDGS INC
-$2.4M
30,850
+6%
增持
MA
MASTERCARD INC
+$2.4M
23,809
+12%
增持
CMI
CUMMINS INC
+$2.3M
33,815
+9%
减持
MU
MICRON TECHNOLOGY
-$2.3M
24,896
-32%
增持
AMZN
AMAZON COM INC
-$2.3M
332,597
+0%
增持
ZTS
ZOETIS INC
+$2.1M
90,174
+1%
减持
DIS
DISNEY WALT CO
-$1.9M
5,200
-79%
清仓
BA
BOEING CO
-$1.9M
0
-100%
清仓
—
UBS GROUP AG
-$1.9M
0
-100%
增持
ORCL
ORACLE CORP
+$1.9M
64,438
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.9M
30,700
-31%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.8M
0
-100%
增持
ADSK
AUTODESK INC
+$1.8M
63,425
+0%
增持
QCOM
QUALCOMM INC
-$1.8M
128,602
+8%
减持
V
VISA INC
-$1.7M
47,401
-16%
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
66,620
-1%
增持
DOW
DOW INC
+$1.6M
122,246
+27%
增持
WMT
WALMART INC
+$1.5M
117,278
+0%
增持
EXPE
EXPEDIA GROUP INC
+$1.5M
34,170
+21%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$1.5M
7,687
增持
TXN
TEXAS INSTRS INC
+$1.5M
121,336
+0%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.4M
0
-100%
建仓
CAR
AVIS BUDGET GROUP
+$1.4M
16,185
清仓
TLT
ISHARES TR
-$1.4M
0
-100%
减持
ABBV
ABBVIE INC
+$1.4M
54,577
-0%
增持
WSM
WILLIAMS-SONOMA
+$1.4M
112,444
+98%
增持
ECL
ECOLAB INC
+$1.3M
67,074
+1%
建仓
NXT
NEXTRACKER INC
+$1.3M
35,953
建仓
SLB
SCHLUMBERGER LTD
+$1.3M
31,799
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
77,087
+1%
清仓
WBD
WARNER BROS DISCOVERY INC
-$1.3M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
17,865
减持
SMG
SCOTTS MIRACLE GRO CO
+$1.3M
60,995
-1%
清仓
—
MARVELL TECHNOLOGY GROUP LTD
-$1.3M
0
-100%
建仓
—
GLOBALFOUNDRIES INC
+$1.3M
31,257
清仓
LAD
LITHIA MOTORS INC CLASS A
-$1.2M
0
-100%
增持
UNP
UNION PAC CORP
+$1.2M
54,732
+1%
减持
CSCO
CISCO SYS INC
-$1.2M
71,660
-32%
减持
FDX
FEDEX CORP
-$1.2M
43,762
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
1,204
-50%
增持
PVH
PVH CORPORATION
+$1.1M
41,735
+44%
增持
MRK
MERCK & CO. INC
-$1.1M
136,956
+2%
增持
FAST
FASTENAL CO
+$1.1M
121,390
+1%
减持
LLY
LILLY ELI & CO
-$1.1M
48,527
-0%
减持
WAT
WATERS CORP
+$1.0M
15,162
-1%
增持
BKNG
BOOKING HLDGS INC
+$1.0M
3,801
+0%
增持
HD
HOME DEPOT INC
+$981.3K
15,533
+1%
增持
—
AZEK CO INC
+$966.2K
38,965
+91%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$930.1K
14,946
+56%
增持
NSC
NORFOLK SOUTHERN CORP
+$912.8K
26,618
+0%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$896.2K
334,220
+33%
增持
MCD
MCDONALDS CORP
+$877.2K
15,043
+4%
增持
SYK
STRYKER CORP
+$847.1K
39,511
+0%
增持
IBB
ISHARES TR
+$832.1K
81,828
+1%
增持
AMGN
AMGEN INC
+$778.1K
34,581
+4%
增持
CPAY
CORPAY INC
+$772.2K
11,251
+9%
建仓
OIH
BANECK ETF TRUST
+$754.4K
2,659
增持
EXPD
EXPEDITORS INTL WASH INC
+$748.0K
62,184
+5%
建仓
AMLP
ALPS ETF TR
+$743.4K
15,774
建仓
SNPS
SYNOPSYS INC
+$726.2K
1,434
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$719.3K
14,675
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$704.9K
50,060
+10%
清仓
SPY
SPDR S&P 500 ETF TR
-$703.0K
0
-100%
减持
NVS
NOVARTIS A G
+$699.8K
82,379
-0%
减持
CRL
CHARLES RIV LABS INTL INC
-$697.5K
68,306
-0%
减持
STZ
CONSTELLATION BRANDS INC
-$686.7K
25,165
-10%
减持
TOL
TOLL BROTHERS INC
+$676.1K
17,316
-0%
减持
—
NEW YORK CMNTY BANCORP INC
+$672.2K
122,792
-44%
减持
—
STELLANTIS N.V.
-$668.4K
90,250
-7%
增持
INTC
INTEL CORP
+$636.9K
51,489
+179%
减持
MDLZ
MONDELEZ INTL INC
+$631.7K
94,686
-2%
增持
—
MEDTRONIC PLC
+$604.3K
42,928
+4%
增持
—
ALPHABET INC
-$586.8K
374,591
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$514.2K
6,225
+3%
增持
AAP
ADVANCE AUTO PARTS INC
+$501.8K
63,718
+104%
清仓
SPAB
SPDR SER TR
-$496.8K
0
-100%
增持
DHR
DANAHER CORPORATION
+$474.9K
14,906
+1%
增持
LPX
LOUISIANA-PACIFIC CORP
+$416.4K
7,529
+58%
清仓
SCHW
CHARLES SCHWAB CORP
-$411.9K
0
-100%
减持
DHI
D R HORTON INC
-$395.2K
24,264
-32%
增持
CAT
CATERPILLAR INC DEL
+$388.8K
5,783
+3%
增持
WM
WASTE MGMT INC DEL
-$385.7K
134,488
+1%
增持
GLW
CORNING INC
+$377.1K
53,066
+2%
减持
NU
NU HLDGS LTD
+$361.4K
2,289,557
-4%
增持
TSLA
TESLA INC
+$354.1K
5,400
+1%
减持
KVUE
KENVUE INC
+$343.1K
130,386
-11%
增持
ACM
AECOM
+$334.0K
19,426
+2%
增持
ULTA
ULTA BEAUTY INC
+$317.3K
3,242
+32%
减持
BAC
BK OF AMERICA CORP
-$291.3K
220,392
-3%
增持
CVS
CVS HEALTH CORP
+$280.3K
22,130
+18%
增持
SBUX
STARBUCKS CORP
+$265.7K
12,180
+3%
减持
MMM
3M CO
+$262.1K
7,668
-0%
减持
LEN
LENNAR CORP
+$257.3K
6,962
-0%
清仓
WFC
WELLS FARGO CO NEW
-$252.6K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$251.4K
51,850
+0%
增持
HPQ
HP INC
+$247.7K
289,107
+0%
增持
EIX
EDISON INTL
+$244.8K
10,823
+11%
建仓
HCA
HCA HEALTHCARE INC
+$243.9K
600
减持
GILD
GILEAD SCIENCES INC
+$242.5K
17,047
-1%
建仓
EVR
EVERCORE INC
+$240.7K
950
建仓
BRC
BRADY CORP
+$229.9K
3,000
清仓
USFR
WISDOMTREE TR
-$227.5K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$224.2K
0
-100%
建仓
BAX
BAXTER INTL INC
+$214.9K
5,661
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$211.3K
12,979
+21%
增持
KO
COCA COLA CO
+$208.0K
23,785
+1%
建仓
CVX
CHEVRON CORP NEW
+$203.7K
1,383
减持
AN
AUTONATION INC
-$202.5K
48,240
-13%
减持
NKE
NIKE INC
-$200.2K
61,512
-18%
建仓
JD
JD.COM INC
+$200.0K
5,000
增持
PANW
PALO ALTO NETWORKS INC
+$187.8K
1,705
+46%
减持
T
AT&T INC
+$145.4K
63,986
-3%
减持
RH
RH
-$142.4K
15,028
-29%
减持
SQ
SQUARE INC
-$135.8K
67,783
-7%
减持
A
AGILENT TECHNOLOGIES INC
+$125.5K
8,720
-3%
