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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 40
减持 75
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
GOOGL
ALPHABET INC
+$66.6M
351,691
清仓
—
ALPHABET INC
-$62.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$14.6M
349,206
+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。
减持
APP
APPLOVIN CORP
+$9.1M
47,405
-1%
减持
ADBE
ADOBE INC
-$7.1M
88,048
-1%
增持
NU
NU HLDGS LTD
-$7.0M
2,340,942
+2%
减持
LLY
ELI LILLY & CO
-$6.2M
47,670
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$5.5M
4,588
-82%
减持
DOW
DOW INC
-$4.9M
44,641
-63%
减持
MSFT
MICROSOFT CORP
-$4.8M
227,184
-3%
减持
GPN
GLOBAL PMTS INC
-$4.2M
73,046
-40%
减持
BAC
BANK AMERICA CORP
-$4.1M
105,914
-52%
减持
GOOG
ALPHABET INC
+$4.1M
221,284
-3%
减持
MDLZ
MONDELEZ INTL INC
-$3.9M
52,035
-45%
减持
NVDA
NVIDIA CORPORATION
+$3.7M
474,230
-4%
增持
CART
MAPLEBEAR INC
+$3.5M
196,665
+73%
减持
WSM
WILLIAMS SONOMA INC
+$3.4M
112,311
-0%
增持
MELI
MERCADOLIBRE INC
-$3.3M
14,711
+7%
减持
ZTS
ZOETIS INC
-$3.1M
88,876
-1%
清仓
AGG
ISHARES TR
-$3.0M
0
-100%
减持
INTU
INTUIT
-$3.0M
86,297
-6%
增持
BKNG
BOOKING HOLDINGS INC
+$2.9M
3,804
+0%
增持
—
FIVERR INTL LTD
+$2.9M
255,425
+26%
增持
AXP
AMERICAN EXPRESS CO
+$2.8M
99,605
+1%
减持
AAPL
APPLE INC
+$2.8M
555,435
-5%
建仓
ABNB
AIRBNB INC
+$2.6M
19,890
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.6M
0
-100%
建仓
BA
BOEING CO
+$2.6M
14,430
增持
SOLV
SOLVENTUM CORP
+$2.5M
76,171
+111%
增持
DHI
D R HORTON INC
+$2.5M
50,846
+110%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$2.4M
515,820
+54%
减持
TXN
TEXAS INSTRS INC
-$2.4M
121,137
-0%
减持
CRM
SALESFORCE INC
+$2.3M
39,104
-1%
减持
ABBV
ABBVIE INC
-$2.3M
47,946
-12%
减持
PVH
PVH CORPORATION
-$2.2M
18,950
-55%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
71,350
-7%
减持
PEP
PEPSICO INC
-$2.1M
30,633
-23%
增持
V
VISA INC
+$2.1M
47,806
+1%
增持
LOW
LOWES COS INC
-$2.0M
85,591
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.0M
2,976
-80%
建仓
C
CITIGROUP INC
+$2.0M
28,372
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.0M
31,010
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.9M
174,854
+0%
增持
AMGN
AMGEN INC
-$1.9M
35,531
+3%
建仓
BLK
BLACKROCK INC
+$1.8M
1,795
减持
ADI
ANALOG DEVICES INC
-$1.8M
6,063
-55%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
22,740
+22%
清仓
—
BLACKROCK INC
-$1.7M
0
-100%
增持
SNPS
SYNOPSYS INC
+$1.7M
4,989
+248%
减持
SE
SEA LTD
+$1.5M
131,893
-0%
减持
ECL
ECOLAB INC
-$1.5M
66,719
-1%
减持
NVS
NOVARTIS AG
-$1.5M
82,304
-0%
建仓
TLT
ISHARES TR
+$1.4M
16,512
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
32,659
+36%
清仓
CAR
AVIS BUDGET GROUP
-$1.4M
0
-100%
减持
CRL
CHARLES RIV LABS INTL INC
-$1.4M
65,265
-4%
清仓
—
NEW YORK CMNTY BANCORP INC
-$1.4M
0
-100%
清仓
NXT
NEXTRACKER INC
-$1.3M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$1.3M
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$1.3M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
4,855
-22%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.3M
87,536
-0%
增持
DELL
DELL TECHNOLOGIES INC
+$1.3M
129,551
+13%
减持
EXPE
EXPEDIA GROUP INC
+$1.3M
34,052
-0%
减持
PYPL
PAYPAL HLDGS INC
+$1.3M
178,493
-0%
清仓
—
GLOBALFOUNDRIES INC
-$1.3M
0
-100%
增持
EXPD
EXPEDITORS INTL WASH INC
-$1.2M
62,599
+1%
增持
SMG
SCOTTS MIRACLE-GRO CO
-$1.2M
61,190
+0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.2M
18,957
+147%
清仓
INTC
INTEL CORP
-$1.2M
0
-100%
减持
SQ
BLOCK INC
+$1.2M
67,643
-0%
减持
META
META PLATFORMS INC
-$1.2M
179,318
-3%
减持
ADSK
AUTODESK INC
+$1.2M
63,030
-1%
减持
WMT
WALMART INC
+$1.1M
117,253
-0%
减持
SHV
ISHARES TR
-$1.1M
34,011
-22%
建仓
VOO
VANGUARD INDEX FDS
+$1.0M
1,944
减持
PAYX
PAYCHEX INC
+$1.0M
181,007
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
+$981.4K
78,603
-0%
增持
IBB
ISHARES TR
-$943.2K
82,981
+1%
减持
—
STELLANTIS N.V
-$902.3K
28,025
-69%
增持
UNP
UNION PAC CORP
-$898.6K
55,217
+1%
建仓
—
NEBIUS GROUP N.V.
+$884.7K
31,939
减持
EW
EDWARDS LIFESCIENCES CORP
+$884.6K
161,574
-4%
增持
UBER
UBER TECHNOLOGIES INC
-$869.0K
127,010
+12%
增持
HPQ
HP INC
-$855.5K
291,597
+1%
减持
NKE
NIKE INC
-$853.0K
60,587
-2%
增持
TSLA
TESLA INC
+$850.7K
5,605
+4%
减持
CMI
CUMMINS INC
+$828.5K
33,785
-0%
增持
QCOM
QUALCOMM INC
-$808.2K
137,095
+7%
增持
MRK
MERCK & CO INC
-$800.1K
148,297
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$797.4K
9,375
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$792.5K
26,908
-12%
减持
AAP
ADVANCE AUTO PARTS INC
-$792.3K
35,780
-44%
减持
CVS
CVS HEALTH CORP
-$774.7K
13,740
-38%
清仓
OIH
BANECK ETF TRUST
-$754.4K
0
-100%
增持
—
LINDE PLC
-$722.1K
13,106
+1%
增持
WM
WASTE MGMT INC DEL
-$721.5K
134,785
+0%
增持
MU
MICRON TECHNOLOGY INC
+$706.2K
39,070
+57%
建仓
QXO
QXO INC
+$705.8K
44,390
减持
RH
RH
+$684.4K
14,508
-3%
减持
MA
MASTERCARD INCORPORATED
+$619.6K
23,504
-1%
增持
DHR
DANAHER CORPORATION
-$611.2K
15,391
+3%
减持
COST
COSTCO WHSL CORP NEW
+$606.0K
65,118
-2%
增持
SHY
ISHARES TR
+$590.1K
57,444
+16%
减持
AN
AUTONATION INC
-$548.4K
47,590
-1%
减持
AVGO
BROADCOM INC
+$537.5K
9,930
-3%
减持
DE
DEERE & CO
-$508.4K
16,172
-8%
减持
—
MEDTRONIC PLC
-$458.6K
42,641
-1%
建仓
FXY
INVESCO CURRENCYSHARES JAPAN
+$440.8K
7,520
减持
—
ACCENTURE PLC IRELAND
-$428.8K
92,607
-1%
减持
RL
RALPH LAUREN CORP
+$424.3K
11,695
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$423.2K
31,480
+22%
减持
ULTA
ULTA BEAUTY INC
-$422.1K
1,930
-40%
减持
CSCO
CISCO SYS INC
+$420.6K
71,527
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$384.9K
26,543
-0%
减持
KVUE
KENVUE INC
-$380.8K
123,419
-5%
清仓
SEIC
SEI INVESTMENTS CO
-$375.8K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$345.9K
51,909
+4%
减持
CHD
CHURCH & DWIGHT CO INC
-$336.1K
140,907
-2%
减持
KO
COCA COLA CO
-$290.6K
22,785
-4%
清仓
—
CONOCO PHILLIPS
-$281.6K
0
-100%
减持
CPAY
CORPAY INC
+$279.2K
11,223
-0%
清仓
NVO
NOVO-NORDISK A S
-$273.9K
0
-100%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$265.7K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$265.3K
2,675
减持
MCD
MCDONALDS CORP
-$263.4K
14,893
-1%
减持
ORCL
ORACLE CORP
-$257.6K
64,346
-0%
清仓
OMC
OMNICOM GROUP INC
-$253.3K
0
-100%
清仓
—
ICON PLC
-$245.7K
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$243.9K
0
-100%
建仓
MS
MORGAN STANLEY
+$226.3K
1,800
减持
CLX
CLOROX CO DEL
-$221.3K
2,810
-32%
建仓
EWBC
EAST WEST BANCORP INC
+$215.5K
2,250
清仓
BAX
BAXTER INTL INC
-$214.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$210.3K
6,192
+2%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$202.0K
1,325
清仓
JD
JD.COM INC
-$200.0K
0
-100%
减持
FDX
FEDEX CORP
+$186.6K
43,236
-1%
减持
CAT
CATERPILLAR INC
-$182.1K
5,733
-1%
增持
HD
HOME DEPOT INC
-$180.6K
15,716
+1%
减持
GWW
GRAINGER W W INC
+$173.3K
13,074
-0%
减持
PFE
PFIZER INC
-$165.4K
19,698
-17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$160.7K
4,259
-67%
减持
A
AGILENT TECHNOLOGIES INC
-$156.9K
8,470
-3%
增持
GLW
CORNING INC
+$155.5K
53,691
+1%
减持
SBUX
STARBUCKS CORP
-$137.1K
11,510
-6%
减持
NOW
SERVICENOW INC
+$106.7K
822
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$99.6K
3,750
+120%
减持
MMM
3M CO
-$97.1K
7,368
-4%
减持
SYY
SYSCO CORP
-$95.2K
40,011
-1%
