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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 53
减持 65
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$28.4M
166,688
+2%
减持
NVDA
NVIDIA CORPORATION
+$22.3M
463,926
-1%
减持
MSFT
MICROSOFT CORP
+$21.5M
211,949
-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
DELL
DELL TECHNOLOGIES INC
+$14.0M
237,725
+43%
增持
AMZN
AMAZON COM INC
+$13.8M
351,012
+6%
减持
INTU
INTUIT
+$13.4M
78,773
-1%
增持
MELI
MERCADOLIBRE INC
+$11.1M
14,653
+5%
增持
—
NEBIUS GROUP N.V.
+$10.6M
238,759
+91%
增持
NU
NU HLDGS LTD
+$10.2M
2,597,716
+5%
增持
RDDT
REDDIT INC
+$7.8M
59,992
+406%
减持
MRK
MERCK & CO INC
-$7.4M
60,688
-55%
减持
GOOGL
ALPHABET INC
+$6.9M
341,448
-1%
增持
AXP
AMERICAN EXPRESS CO
+$6.7M
110,596
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$6.6M
213,057
+17%
清仓
GPN
GLOBAL PMTS INC
-$6.3M
0
-100%
减持
HPQ
HP INC
-$5.6M
91,966
-68%
增持
AAPL
APPLE INC
-$5.4M
553,357
+3%
增持
ORCL
ORACLE CORP
+$5.2M
66,306
+0%
增持
TTD
THE TRADE DESK INC
+$5.2M
90,012
+297%
增持
APP
APPLOVIN CORP
+$5.2M
50,362
+7%
减持
CRL
CHARLES RIV LABS INTL INC
-$5.1M
31,413
-52%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$5.0M
31,915
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.6M
30,236
+226%
增持
CPNG
COUPANG INC
+$4.6M
190,183
+267%
减持
BKNG
BOOKING HOLDINGS INC
+$4.4M
3,818
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.4M
188,210
+8%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.4M
115,238
-18%
增持
EXPE
EXPEDIA GROUP INC
+$4.0M
70,234
+51%
减持
LOW
LOWES COS INC
-$4.0M
80,141
-14%
增持
ABNB
AIRBNB INC
+$3.9M
75,640
+48%
增持
XBI
SPDR SERIES TRUST
+$3.8M
49,515
+1093%
减持
SE
SEA LTD
+$3.7M
130,593
-1%
增持
DIS
DISNEY WALT CO
+$3.6M
32,892
+533%
减持
FDX
FEDEX CORP
-$3.4M
29,112
-29%
减持
GOOG
ALPHABET INC
+$3.4M
201,676
-3%
增持
CART
MAPLEBEAR INC
+$3.3M
279,685
+19%
建仓
PWR
QUANTA SVCS INC
+$3.2M
8,577
增持
BABA
ALIBABA GROUP HLDG LTD
+$3.2M
30,700
+1435%
增持
WSM
WILLIAMS SONOMA INC
+$3.2M
133,188
+13%
减持
TXN
TEXAS INSTRS INC
+$3.2M
121,438
-1%
减持
FXI
ISHARES TR
-$3.2M
20,517
-81%
建仓
COF
CAPITAL ONE FINL CORP
+$3.0M
14,231
减持
ADSK
AUTODESK INC
+$3.0M
64,119
-1%
增持
CRM
SALESFORCE INC
+$2.9M
43,513
+30%
建仓
BN
BROOKFIELD CORP
+$2.9M
46,728
增持
GFF
GRIFFON CORP
+$2.9M
48,501
+459%
增持
QXO
QXO INC
+$2.7M
201,194
+66%
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
95,505
+32%
减持
DHI
D R HORTON INC
-$2.5M
53,997
-28%
建仓
WBD
WARNER BROS DISCOVERY INC
+$2.5M
218,488
减持
LLY
ELI LILLY & CO
-$2.5M
47,165
-1%
减持
—
FERRARI N V
-$2.5M
448
-93%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$2.4M
786,825
+43%
增持
TLT
ISHARES TR
+$2.4M
52,670
+111%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.2M
5,516
-78%
清仓
MCO
MOODYS CORP
-$2.2M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.1M
5,902
-43%
减持
RH
RH
-$2.1M
6,691
-53%
清仓
FWONK
LIBERTY MEDIA CORP DEL
-$2.0M
0
-100%
减持
DHR
DANAHER CORPORATION
-$2.0M
6,535
-60%
清仓
FSLR
FIRST SOLAR INC
-$2.0M
0
-100%
减持
EWBC
EAST WEST BANCORP INC
-$1.9M
2,250
-91%
清仓
FOUR
SHIFT4 PMTS INC
-$1.9M
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.8M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
38,860
+7%
减持
PAYX
PAYCHEX INC
-$1.7M
181,435
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.7M
79,000
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.6M
31,999
-37%
减持
DOW
DOW INC
-$1.6M
50,490
-41%
增持
—
FIVERR INTL LTD
+$1.6M
277,390
+0%
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
64,586
-2%
建仓
TTAN
SERVICETITAN INC
+$1.5M
14,336
增持
CPAY
CORPAY INC
+$1.5M
20,403
+35%
减持
TRMB
TRIMBLE INC
+$1.4M
150,785
-1%
减持
AN
AUTONATION INC
+$1.4M
46,240
-3%
减持
—
ACCENTURE PLC IRELAND
-$1.4M
92,132
-1%
减持
AMGN
AMGEN INC
-$1.4M
34,567
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
5,362
-59%
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.3M
59,159
-11%
清仓
HOOD
ROBINHOOD MKTS INC
-$1.2M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
+$1.2M
146,380
-1%
增持
ECL
ECOLAB INC
+$1.2M
67,804
+1%
减持
ABBV
ABBVIE INC
-$1.2M
47,692
-1%
减持
WMT
WALMART INC
+$1.1M
117,003
-0%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
8,369
增持
IBB
ISHARES TR
+$1.1M
94,948
+11%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.0M
11,500
清仓
SLB
SCHLUMBERGER LTD
-$1.0M
0
-100%
减持
AVGO
BROADCOM INC
+$1.0M
9,437
-0%
增持
SYK
STRYKER CORPORATION
+$1.0M
40,242
+0%
建仓
HCC
WARRIOR MET COAL INC
+$916.6K
20,000
减持
PEP
PEPSICO INC
-$908.7K
23,189
-12%
清仓
AAP
ADVANCE AUTO PARTS INC
-$860.1K
0
-100%
增持
TOL
TOLL BROTHERS INC
+$825.8K
23,256
+34%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$821.5K
4,444
-16%
减持
EW
EDWARDS LIFESCIENCES CORP
+$813.1K
158,539
-1%
减持
AGG
ISHARES TR
-$787.5K
7,915
-50%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$776.0K
7,133
增持
FAST
FASTENAL CO
+$773.6K
248,603
+99%
减持
MU
MICRON TECHNOLOGY INC
+$745.3K
24,035
-6%
减持
NVS
NOVARTIS AG
+$736.6K
81,817
-0%
建仓
CNR
CORE NATURAL RESOURCES INC
+$663.9K
9,520
建仓
AMR
ALPHA METALLURGICAL RESOUR I
+$653.5K
5,810
增持
ZTS
ZOETIS INC
-$649.5K
91,026
+1%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$634.6K
47,007
+16%
增持
SNPS
SYNOPSYS INC
+$624.7K
6,147
+4%
减持
RL
RALPH LAUREN CORP
+$619.2K
11,730
-0%
减持
GWW
GRAINGER W W INC
+$610.3K
13,002
-1%
减持
LAD
LITHIA MTRS INC
-$605.6K
2,240
-52%
建仓
OLN
OLIN CORP
+$602.7K
30,000
清仓
EWJ
ISHARES INC
-$596.1K
0
-100%
增持
—
ASML HOLDING N V
+$593.9K
4,189
+0%
减持
DE
DEERE & CO
+$569.4K
16,250
-1%
增持
CSCO
CISCO SYS INC
+$561.4K
72,607
+0%
增持
SHY
ISHARES TR
+$534.8K
45,539
+16%
减持
WM
WASTE MGMT INC DEL
-$516.5K
134,446
-0%
减持
BAC
BANK AMERICA CORP
+$460.4K
95,879
-2%
减持
NSC
NORFOLK SOUTHN CORP
+$457.3K
26,393
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$443.6K
11,001
+1%
减持
UNP
UNION PAC CORP
-$426.0K
55,845
-1%
减持
SMG
SCOTTS MIRACLE-GRO CO
+$405.0K
56,565
-7%
减持
TSLA
TESLA INC
-$380.9K
2,778
-43%
减持
ACM
AECOM
+$380.0K
19,221
-0%
增持
KVUE
KENVUE INC
-$376.0K
123,681
+0%
增持
CAT
CATERPILLAR INC
+$372.2K
5,808
+2%
增持
V
VISA INC
+$350.0K
48,100
+1%
建仓
INTC
INTEL CORP
+$347.2K
15,499
减持
MCD
MCDONALDS CORP
-$346.7K
14,736
-1%
减持
WAT
WATERS CORP
-$331.3K
14,454
-1%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$331.2K
0
-100%
建仓
—
TOPBUILD CORP
+$323.7K
1,000
清仓
WHR
WHIRLPOOL CORP
-$322.2K
0
-100%
增持
SOLV
SOLVENTUM CORP
+$316.9K
67,628
+7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$313.2K
52,300
+0%
清仓
STZ
CONSTELLATION BRANDS INC
-$312.0K
0
-100%
减持
CMI
CUMMINS INC
+$308.2K
34,252
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$302.7K
1,433
+10%
增持
MRVL
MARVELL TECHNOLOGY INC
+$298.3K
18,065
+1%
建仓
—
IREN LIMITED
+$291.4K
20,000
减持
GILD
GILEAD SCIENCES INC
-$275.6K
17,047
-12%
增持
FXY
INVESCO CURRENCYSHARES JAPAN
+$272.3K
11,615
+52%
减持
SQ
BLOCK INC
-$266.4K
50,878
-26%
建仓
ZS
ZSCALER INC
+$255.9K
815
增持
WING
WINGSTOP INC
+$252.4K
2,250
+0%
减持
YUM
YUM BRANDS INC
-$252.1K
16,610
-4%
清仓
BCO
BRINKS CO
-$251.6K
0
-100%
减持
GLW
CORNING INC
+$245.4K
51,665
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$240.4K
87,496
-0%
建仓
MS
MORGAN STANLEY
+$239.5K
1,700
清仓
CVX
CHEVRON CORP NEW
-$231.4K
0
-100%
