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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 26
增持 61
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$20.2M
535,285
-4%
减持
AMZN
AMAZON COM INC
-$13.4M
332,236
-5%
减持
GOOGL
ALPHABET INC
-$13.3M
344,723
-2%
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
NVDA
NVIDIA CORPORATION
-$12.7M
470,255
-1%
减持
MSFT
MICROSOFT CORP
-$11.8M
223,533
-2%
减持
META
META PLATFORMS INC
-$10.4M
164,129
-8%
减持
GOOG
ALPHABET INC
-$9.7M
207,439
-6%
建仓
SPY
SPDR S&P 500 ETF TR
+$5.8M
10,281
增持
UBER
UBER TECHNOLOGIES INC
+$5.6M
182,194
+43%
减持
INTU
INTUIT
-$5.6M
79,211
-8%
减持
PYPL
PAYPAL HLDGS INC
-$5.6M
148,373
-17%
增持
ADBE
ADOBE INC
-$4.8M
89,629
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.5M
10,867
-52%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.1M
174,876
+0%
减持
CRM
SALESFORCE INC
-$4.1M
33,405
-15%
增持
WM
WASTE MGMT INC DEL
+$4.1M
135,115
+0%
建仓
FXI
ISHARES TR
+$3.9M
109,712
增持
—
ACCENTURE PLC IRELAND
-$3.6M
92,764
+0%
增持
ABNB
AIRBNB INC
+$3.5M
51,100
+157%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.4M
13,180
-60%
减持
SE
SEA LTD
+$3.2M
131,668
-0%
减持
APP
APPLOVIN CORP
-$2.9M
46,900
-1%
增持
COST
COSTCO WHSL CORP NEW
+$2.7M
65,960
+1%
增持
PAYX
PAYCHEX INC
+$2.7M
181,951
+1%
建仓
—
FERRARI N V
+$2.7M
6,244
减持
MDLZ
MONDELEZ INTL INC
-$2.6M
7,604
-85%
清仓
BA
BOEING CO
-$2.6M
0
-100%
减持
MRK
MERCK & CO INC
-$2.5M
136,125
-8%
减持
LLY
ELI LILLY & CO
+$2.5M
47,535
-0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$2.4M
40,663
+115%
增持
DHI
D R HORTON INC
+$2.4M
74,530
+47%
减持
RH
RH
-$2.3M
14,343
-1%
增持
WSM
WILLIAMS SONOMA INC
-$2.2M
117,431
+5%
建仓
MCO
MOODYS CORP
+$2.2M
4,699
增持
CRL
CHARLES RIV LABS INTL INC
-$2.2M
65,580
+0%
减持
MELI
MERCADOLIBRE INC
+$2.2M
13,931
-5%
减持
FDX
FEDEX CORP
-$2.2M
41,045
-5%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$2.0M
22,634
增持
SQ
BLOCK INC
-$2.0M
68,518
+1%
清仓
PVH
PVH CORPORATION
-$2.0M
0
-100%
清仓
C
CITIGROUP INC
-$2.0M
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$2.0M
15,469
增持
EWBC
EAST WEST BANCORP INC
+$1.9M
23,713
+954%
减持
GPN
GLOBAL PMTS INC
-$1.9M
64,463
-12%
建仓
FOUR
SHIFT4 PMTS INC
+$1.9M
22,690
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.8M
17,285
减持
AMGN
AMGEN INC
+$1.8M
35,470
-0%
增持
—
NEBIUS GROUP N.V.
+$1.8M
125,205
+292%
增持
ADSK
AUTODESK INC
-$1.7M
64,550
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
72,244
+1%
减持
HPQ
HP INC
-$1.7M
283,872
-3%
减持
V
VISA INC
+$1.6M
47,731
-0%
建仓
AGG
ISHARES TR
+$1.6M
15,898
增持
—
FIVERR INTL LTD
-$1.6M
276,480
+8%
增持
ORCL
ORACLE CORP
-$1.5M
66,137
+3%
减持
SHY
ISHARES TR
-$1.5M
39,147
-32%
增持
CPAY
CORPAY INC
+$1.5M
15,070
+34%
增持
EXPE
EXPEDIA GROUP INC
+$1.5M
46,407
+36%
增持
MSI
MOTOROLA SOLUTIONS INC
-$1.4M
79,702
+1%
增持
ECL
ECOLAB INC
+$1.4M
67,339
+1%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$1.4M
0
-100%
建仓
LAD
LITHIA MTRS INC
+$1.4M
4,641
建仓
RDDT
REDDIT INC
+$1.2M
11,867
增持
BKNG
BOOKING HOLDINGS INC
-$1.2M
3,833
+1%
建仓
TTD
THE TRADE DESK INC
+$1.2M
22,663
建仓
HOOD
ROBINHOOD MKTS INC
+$1.2M
29,657
增持
CART
MAPLEBEAR INC
+$1.2M
234,940
+19%
增持
DOW
DOW INC
+$1.2M
85,186
+91%
增持
NU
NU HLDGS LTD
+$1.2M
2,482,374
+6%
减持
NVS
NOVARTIS AG
+$1.2M
82,204
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.1M
87,531
-0%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.1M
66,744
+7%
减持
MU
MICRON TECHNOLOGY INC
-$1.1M
25,515
-35%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$1.1M
551,720
+7%
清仓
VOO
VANGUARD INDEX FDS
-$1.0M
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$1.0M
24,845
减持
TSLA
TESLA INC
-$1.0M
4,875
-13%
增持
AXP
AMERICAN EXPRESS CO
-$990.8K
106,192
+7%
减持
MA
MASTERCARD INCORPORATED
-$968.5K
20,813
-11%
增持
FAST
FASTENAL CO
+$932.9K
124,665
+3%
增持
QXO
QXO INC
+$930.4K
120,839
+172%
增持
CMI
CUMMINS INC
-$868.2K
34,805
+3%
增持
DE
DEERE & CO
+$841.5K
16,392
+1%
减持
AAP
ADVANCE AUTO PARTS INC
-$832.0K
21,935
-39%
增持
TLT
ISHARES TR
+$828.2K
24,939
+51%
减持
TRMB
TRIMBLE INC
-$802.8K
152,485
-0%
建仓
EWZ
ISHARES INC
+$739.0K
28,588
减持
SMG
SCOTTS MIRACLE-GRO CO
-$733.3K
60,595
-1%
清仓
AMLP
ALPS ETF TR
-$725.3K
0
-100%
减持
AVGO
BROADCOM INC
-$716.6K
9,470
-5%
减持
STZ
CONSTELLATION BRANDS INC
-$702.0K
1,700
-63%
减持
PEP
PEPSICO INC
-$687.5K
26,481
-14%
增持
UNP
UNION PAC CORP
+$683.1K
56,192
+2%
增持
TXN
TEXAS INSTRS INC
-$680.8K
122,613
+1%
减持
CHD
CHURCH & DWIGHT CO INC
+$677.2K
140,172
-1%
增持
LOW
LOWES COS INC
+$665.4K
93,424
+9%
增持
—
LINDE PLC
+$662.2K
13,206
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$645.7K
31,925
+3%
建仓
GFF
GRIFFON CORP
+$620.6K
8,680
减持
UPS
UNITED PARCEL SERVICE INC
-$613.9K
25,268
-6%
建仓
EWJ
ISHARES INC
+$596.1K
8,694
增持
GILD
GILEAD SCIENCES INC
+$591.0K
19,327
+13%
减持
ADI
ANALOG DEVICES INC
-$582.3K
3,500
-42%
建仓
COIN
COINBASE GLOBAL INC
+$582.0K
3,379
减持
BAC
BANK AMERICA CORP
-$578.4K
97,689
-8%
增持
SYK
STRYKER CORPORATION
+$557.0K
40,046
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$503.1K
52,250
+1%
增持
—
MEDTRONIC PLC
+$460.6K
43,031
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$401.5K
14,500
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$375.1K
159,854
-1%
清仓
—
STELLANTIS N.V
-$365.7K
0
-100%
增持
ZTS
ZOETIS INC
+$364.4K
90,161
+1%
建仓
XBI
SPDR SER TR
+$336.6K
4,150
增持
AN
AUTONATION INC
-$335.6K
47,845
+1%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$331.2K
2,000
增持
KVUE
KENVUE INC
+$329.7K
123,631
+0%
建仓
MCK
MCKESSON CORP
+$323.0K
480
增持
QCOM
QUALCOMM INC
+$302.0K
139,070
+1%
减持
WHR
WHIRLPOOL CORP
-$290.3K
3,575
-33%
增持
WMT
WALMART INC
-$282.6K
117,453
+0%
减持
T
AT&T INC
+$274.1K
60,444
-4%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$264.5K
2,000
减持
WAT
WATERS CORP
-$248.5K
14,587
-4%
增持
CSCO
CISCO SYS INC
+$241.7K
72,534
+1%
清仓
EVR
EVERCORE INC
-$235.6K
0
-100%
清仓
PFF
ISHARES TR
-$234.2K
0
-100%
减持
EIX
EDISON INTL
-$232.3K
10,723
-1%
增持
DELL
DELL TECHNOLOGIES INC
+$232.0K
166,335
+28%
建仓
HEI
HEICO CORP NEW
+$227.1K
850
清仓
MS
MORGAN STANLEY
-$226.3K
0
-100%
减持
SOLV
SOLVENTUM CORP
-$219.8K
63,283
-17%
建仓
TMUS
T-MOBILE US INC
+$213.4K
800
增持
AEP
AMERICAN ELEC PWR CO INC
+$212.7K
6,307
+22%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$211.8K
2,887
+37%
增持
HD
HOME DEPOT INC
-$208.9K
16,111
+3%
建仓
HCA
HCA HEALTHCARE INC
+$207.3K
600
增持
DHR
DANAHER CORPORATION
-$206.7K
16,226
+5%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$202.0K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$201.8K
1,825
减持
ULTA
ULTA BEAUTY INC
-$198.0K
1,750
-9%
减持
CAT
CATERPILLAR INC
-$197.2K
5,708
-0%
清仓
F
FORD MTR CO
-$189.1K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$185.8K
51,185
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$157.3K
6,692
+8%
增持
TJX
TJX COS INC NEW
+$145.5K
8,919
+15%
增持
LEN
LENNAR CORP
-$144.6K
7,012
+1%
增持
WING
WINGSTOP INC
+$127.3K
2,240
+68%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$125.6K
1,044
+10%
增持
—
ASML HOLDING N V
+$125.3K
4,170
+10%
减持
UNH
UNITEDHEALTH GROUP INC
+$115.3K
9,275
-1%
