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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 53
减持 57
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$30.0M
370,830
+9%
减持
AAPL
APPLE INC
+$20.1M
524,838
-5%
增持
APP
APPLOVIN CORP
+$19.6M
51,785
+3%
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
GOOG
ALPHABET INC
+$16.0M
212,428
+5%
增持
—
NEBIUS GROUP N.V.
+$15.9M
259,235
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$14.5M
69,385
+129%
减持
NVDA
NVIDIA CORPORATION
+$11.8M
456,240
-2%
减持
CRM
SALESFORCE INC
-$11.1M
3,050
-93%
减持
INTU
INTUIT
-$9.2M
77,330
-2%
增持
QXO
QXO INC
+$8.8M
687,379
+242%
减持
—
ACCENTURE PLC IRELAND
-$6.9M
83,554
-9%
减持
ZTS
ZOETIS INC
-$6.9M
49,846
-45%
清仓
TTD
THE TRADE DESK INC
-$6.5M
0
-100%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$6.4M
51,000
减持
META
META PLATFORMS INC
-$5.8M
159,623
-4%
减持
NU
NU HLDGS LTD
+$5.3M
2,556,819
-2%
减持
AMZN
AMAZON COM INC
-$5.2M
327,200
-7%
增持
XBI
SPDR SERIES TRUST
+$5.1M
91,965
+86%
增持
CPNG
COUPANG INC
+$5.1M
335,017
+76%
增持
RDDT
REDDIT INC
+$5.0M
60,945
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$4.7M
238,950
+1%
增持
INTC
INTEL CORP
+$4.7M
149,996
+868%
增持
WSM
WILLIAMS SONOMA INC
+$4.4M
133,612
+0%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$4.2M
61,686
增持
ORCL
ORACLE CORP
+$4.2M
66,609
+0%
增持
COST
COSTCO WHSL CORP NEW
-$4.1M
64,644
+0%
减持
TLT
ISHARES TR
-$3.9M
8,832
-83%
增持
MELI
MERCADOLIBRE INC
-$3.7M
14,821
+1%
增持
EXPE
EXPEDIA GROUP INC
+$3.6M
72,214
+3%
减持
DIS
DISNEY WALT CO
-$3.5M
5,370
-84%
减持
CPAY
CORPAY INC
-$3.4M
11,700
-43%
减持
PAYX
PAYCHEX INC
-$3.4M
181,430
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.4M
22,874
+327%
增持
WBD
WARNER BROS DISCOVERY INC
+$3.3M
299,656
+37%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
96,164
+1%
减持
GWW
GRAINGER W W INC
-$3.2M
10,824
-17%
清仓
COF
CAPITAL ONE FINL CORP
-$3.0M
0
-100%
增持
DHI
D R HORTON INC
+$3.0M
58,911
+9%
减持
TXN
TEXAS INSTRS INC
-$3.0M
120,897
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.0M
13,189
+335%
建仓
FDS
FACTSET RESH SYS INC
+$3.0M
10,301
增持
JPM
JPMORGAN CHASE & CO.
+$2.9M
14,981
+137%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.8M
188,095
-0%
减持
MSI
MOTOROLA SOLUTIONS INC
+$2.8M
78,822
-0%
减持
GFF
GRIFFON CORP
-$2.7M
10,508
-78%
增持
SE
SEA LTD
+$2.7M
131,808
+1%
增持
LOW
LOWES COS INC
+$2.5M
80,511
+0%
建仓
PDD
PDD HOLDINGS INC
+$2.4M
17,913
减持
AMGN
AMGEN INC
-$2.3M
25,898
-25%
增持
IBB
ISHARES TR
+$2.3M
98,821
+4%
减持
ABBV
ABBVIE INC
+$2.2M
47,682
-0%
增持
CART
MAPLEBEAR INC
-$2.1M
286,770
+3%
减持
KVUE
KENVUE INC
-$2.1M
30,084
-76%
清仓
—
AZEK CO INC
-$2.0M
0
-100%
增持
FAST
FASTENAL CO
+$1.9M
252,503
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.9M
9,000
-71%
建仓
CNC
CENTENE CORP DEL
+$1.8M
50,400
减持
MSFT
MICROSOFT CORP
+$1.8M
207,004
-2%
减持
PWR
QUANTA SVCS INC
-$1.8M
3,546
-59%
建仓
DUOL
DUOLINGO INC
+$1.7M
5,144
减持
SNPS
SYNOPSYS INC
-$1.6M
3,060
-50%
增持
AGG
ISHARES TR
+$1.6M
23,968
+203%
增持
AXP
AMERICAN EXPRESS CO
+$1.5M
110,838
+0%
清仓
TTAN
SERVICETITAN INC
-$1.5M
0
-100%
增持
—
FERRARI N V
+$1.5M
3,613
+706%
减持
CHD
CHURCH & DWIGHT CO INC
-$1.5M
109,541
-5%
增持
BKNG
BOOKING HOLDINGS INC
-$1.5M
3,825
+0%
增持
AMR
ALPHA METALLURGICAL RESOUR I
+$1.4M
12,341
+112%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
7,488
+27%
清仓
DOW
DOW INC
-$1.3M
0
-100%
减持
FDX
FEDEX CORP
-$1.2M
22,862
-21%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.2M
87,841
+0%
减持
WM
WASTE MGMT INC DEL
-$1.2M
134,001
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.1M
46,500
-11%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
24,185
+1%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$1.1M
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.1M
145,664
-8%
清仓
SCHW
SCHWAB CHARLES CORP
-$1.0M
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
+$1.0M
25,868
-2%
增持
—
FIVERR INTL LTD
-$1.0M
292,280
+5%
增持
PYPL
PAYPAL HLDGS INC
-$995.7K
147,380
+1%
减持
DHR
DANAHER CORPORATION
-$974.5K
1,596
-76%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$969.4K
3,000
减持
V
VISA INC
-$960.2K
47,213
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$953.9K
1,748
-61%
增持
SYK
STRYKER CORPORATION
-$952.3K
40,492
+1%
清仓
HCC
WARRIOR MET COAL INC
-$916.6K
0
-100%
减持
LLY
ELI LILLY & CO
-$876.5K
47,038
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$862.4K
13,722
-57%
增持
COIN
COINBASE GLOBAL INC
+$844.4K
4,716
+121%
建仓
OIH
VANECK ETF TRUST
+$843.9K
3,247
增持
ADBE
ADOBE INC
-$814.5K
95,506
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$808.5K
39,080
+1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$800.1K
12,309
建仓
BIDU
BAIDU INC
+$790.6K
6,000
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$776.0K
0
-100%
清仓
LAD
LITHIA MTRS INC
-$756.7K
0
-100%
减持
WAT
WATERS CORP
-$755.3K
14,308
-1%
清仓
FXI
ISHARES TR
-$754.2K
0
-100%
清仓
FXY
INVESCO CURRENCYSHARES JAPAN
-$742.7K
0
-100%
建仓
AMLP
ALPS ETF TR
+$734.6K
15,653
建仓
IHF
ISHARES TR
+$722.1K
14,620
增持
TSLA
TESLA INC
+$679.8K
3,513
+26%
清仓
CNR
CORE NATURAL RESOURCES INC
-$663.9K
0
-100%
建仓
XHB
SPDR SERIES TRUST
+$648.3K
5,851
增持
NVS
NOVARTIS AG
+$617.2K
82,017
+0%
减持
HD
HOME DEPOT INC
+$603.9K
16,028
-0%
清仓
OLN
OLIN CORP
-$602.7K
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC
+$574.1K
3,000
建仓
GPN
GLOBAL PMTS INC
+$567.9K
6,835
减持
MCD
MCDONALDS CORP
-$563.0K
12,315
-16%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$542.9K
32,040
+0%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$531.0K
56,190
-1%
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$530.7K
10,000
增持
EXPD
EXPEDITORS INTL WASH INC
+$524.0K
59,409
+0%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$524.0K
13,374
增持
ADSK
AUTODESK INC
+$521.0K
64,124
+0%
减持
WING
WINGSTOP INC
-$503.5K
1,010
-55%
建仓
COMP
COMPASS INC
+$481.8K
60,000
减持
AVGO
BROADCOM INC
+$479.1K
9,337
-1%
减持
CRL
CHARLES RIV LABS INTL INC
-$476.6K
27,417
-13%
减持
—
ASML HOLDING N V
-$463.4K
2,989
-29%
建仓
BA
BOEING CO
+$458.6K
2,125
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$431.4K
0
-100%
减持
RL
RALPH LAUREN CORP
+$429.4K
11,630
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$410.4K
11,446
+4%
增持
BN
BROOKFIELD CORP
+$406.2K
48,066
+3%
建仓
EMR
EMERSON ELEC CO
+$373.9K
2,850
减持
HPQ
HP INC
-$366.1K
69,166
-25%
减持
TOL
TOLL BROTHERS INC
-$353.3K
16,656
-28%
增持
RH
RH
+$344.2K
7,919
+18%
减持
—
MEDTRONIC PLC
+$329.5K
41,963
-0%
清仓
—
TOPBUILD CORP
-$323.7K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$308.5K
0
-100%
增持
RTX
RTX CORPORATION
+$307.8K
5,365
+33%
减持
UPS
UNITED PARCEL SERVICE INC
-$300.3K
3,070
-44%
减持
SBUX
STARBUCKS CORP
-$299.1K
8,390
-24%
清仓
—
IREN LIMITED
-$291.4K
0
-100%
减持
ECL
ECOLAB INC
+$290.1K
67,769
-0%
建仓
CRWV
COREWEAVE INC
+$273.7K
2,000
建仓
—
APPLE INC
+$263.0K
100
减持
KO
COCA COLA CO
-$255.4K
18,016
-12%
增持
SQ
BLOCK INC
+$252.6K
51,318
+1%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$249.5K
840,125
+7%
减持
SYY
SYSCO CORP
+$235.3K
37,940
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$233.8K
2,520
-31%
减持
UBER
UBER TECHNOLOGIES INC
+$227.3K
205,221
-4%
减持
SOLV
SOLVENTUM CORP
-$221.6K
67,223
-1%
增持
ULTA
ULTA BEAUTY INC
+$217.4K
1,895
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$211.2K
14,400
-1%
