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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 32
减持 83
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$22.0M
208,789
+2%
减持
INTU
INTUIT
-$21.9M
66,616
-13%
减持
GOOGL
ALPHABET INC
-$20.0M
333,805
-10%
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
-$15.8M
45,497
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$15.4M
40,873
-49%
减持
META
META PLATFORMS INC
-$15.0M
159,486
-1%
建仓
SFM
SPROUTS FMRS MKT INC
+$12.7M
164,290
减持
ADBE
ADOBE INC
-$11.4M
93,955
-4%
减持
NVDA
NVIDIA CORPORATION
-$9.7M
430,267
-5%
减持
GOOG
ALPHABET INC
-$9.5M
195,980
-6%
减持
DELL
DELL TECHNOLOGIES INC
+$8.4M
250,220
-4%
减持
AMZN
AMAZON COM INC
-$7.9M
326,435
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$7.9M
62,913
-1%
减持
LLY
ELI LILLY & CO
-$7.7M
46,442
-1%
增持
PGR
PROGRESSIVE CORP
+$6.9M
77,623
+109%
减持
NU
NU HLDGS LTD
-$6.3M
2,579,718
-0%
建仓
WBD
WARNER BROS DISCOVERY INC
+$6.2M
225,221
减持
PAYX
PAYCHEX INC
-$5.9M
156,748
-13%
增持
RDDT
REDDIT INC
-$5.8M
61,150
+0%
增持
SE
SEA LTD
-$5.7M
137,198
+3%
增持
AAPL
APPLE INC
-$5.6M
534,443
+3%
增持
AXP
AMERICAN EXPRESS CO
-$5.4M
117,272
+6%
增持
QCOM
QUALCOMM INC
-$5.4M
128,966
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.2M
84,737
-3%
减持
—
ACCENTURE PLC IRELAND
-$4.5M
57,279
-3%
减持
BKNG
BOOKING HOLDINGS INC
-$4.5M
3,816
-0%
减持
PYPL
PAYPAL HLDGS INC
-$4.4M
96,775
-36%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$4.4M
95,961
+181%
减持
CPNG
COUPANG INC
-$4.3M
185,350
-44%
减持
—
NEBIUS GROUP N.V.
+$4.1M
216,472
-1%
减持
EXPE
EXPEDIA GROUP INC
-$3.8M
71,964
-0%
减持
ADSK
AUTODESK INC
-$3.6M
63,609
-0%
减持
ORCL
ORACLE CORP
-$3.6M
52,895
-10%
增持
MELI
MERCADOLIBRE INC
-$3.6M
14,229
+2%
清仓
BN
BROOKFIELD CORP
-$3.3M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$3.1M
28,482
+46%
减持
CART
MAPLEBEAR INC
-$3.0M
276,323
-7%
减持
JPM
JPMORGAN CHASE & CO
-$2.9M
12,147
-39%
减持
JNJ
JOHNSON & JOHNSON
+$2.8M
92,481
-3%
增持
MOH
MOLINA HEALTHCARE INC
+$2.7M
130,032
+54%
建仓
SLM
SLM CORP
+$2.7M
124,345
减持
—
VALARIS LTD
+$2.6M
63,890
-12%
减持
CMCSA
COMCAST CORP NEW
-$2.6M
26,076
-76%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.5M
31,910
-0%
增持
BA
BOEING CO
+$2.4M
13,323
+1084%
增持
—
TRANSOCEAN LTD
+$2.3M
407,825
+308%
减持
GLW
CORNING INC
+$2.3M
50,015
-3%
增持
MU
MICRON TECHNOLOGY INC
+$2.2M
26,700
+12%
清仓
HCC
WARRIOR MET COAL INC
-$2.2M
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$2.2M
12,395
+77%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$2.1M
9,211
+186%
减持
TRMB
TRIMBLE INC
-$2.1M
140,236
-2%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$2.0M
31,775
-51%
减持
TXN
TEXAS INSTRS INC
+$2.0M
103,405
-1%
减持
DIS
DISNEY WALT CO
-$2.0M
5,587
-75%
建仓
VLO
VALERO ENERGY CORP
+$2.0M
8,141
建仓
—
XP INC
+$1.8M
93,120
建仓
FISV
FISERV INC
+$1.8M
31,535
清仓
ALHC
ALIGNMENT HEALTHCARE INC
-$1.7M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$1.6M
10,727
建仓
GFF
GRIFFON CORP
+$1.6M
22,504
增持
V
VISA INC
-$1.6M
48,503
+4%
增持
INTC
INTEL CORP
+$1.6M
48,337
+250%
建仓
JD
JD.COM INC
+$1.6M
54,881
建仓
SPGI
S&P GLOBAL INC
+$1.6M
3,735
清仓
—
FIVERR INTL LTD
-$1.5M
0
-100%
减持
DE
DEERE & CO
+$1.5M
16,112
-1%
减持
WMT
WALMART INC
+$1.5M
117,027
-0%
清仓
PWR
QUANTA SVCS INC
-$1.5M
0
-100%
减持
NFLX
NETFLIX INC.
-$1.5M
4,700
-77%
清仓
SPY
SPDR S&P 500 ETF TR
-$1.5M
0
-100%
清仓
CCC
CCC INTELLIGENT SOLUTIONS HL
-$1.4M
0
-100%
减持
DUOL
DUOLINGO INC
-$1.4M
17,719
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.4M
181,833
-2%
减持
FDX
FEDEX CORP
+$1.3M
20,957
-1%
减持
CPAY
CORPAY INC
-$1.3M
9,200
-31%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
24,109
-22%
增持
UBER
UBER TECHNOLOGIES INC
-$1.3M
167,885
+3%
增持
ALGN
ALIGN TECHNOLOGY INC
+$1.3M
82,387
+0%
增持
QXO
QXO INC
+$1.2M
856,968
+7%
减持
NVS
NOVARTIS AG
+$1.2M
81,783
-0%
减持
WAT
WATERS CORP
-$1.2M
14,013
-0%
减持
WM
WASTE MGMT INC DEL
+$1.2M
131,283
-1%
建仓
GDXJ
VANECK ETF TRUST
+$972.0K
8,097
建仓
—
KLARNA GROUP PLC
+$969.0K
74,025
减持
SYK
STRYKER CORPORATION
-$932.9K
40,312
-0%
减持
CHD
CHURCH & DWIGHT CO INC
+$882.0K
96,239
-0%
减持
ZTS
ZOETIS INC
-$858.6K
18,637
-23%
增持
—
FERRARI N V
+$831.1K
9,671
+46%
减持
NKE
NIKE INC
-$818.9K
54,431
-6%
减持
MRK
MERCK & CO INC
+$806.4K
55,229
-0%
建仓
EMBJ
EMBRAER S.A.
+$805.5K
13,574
清仓
EWZ
ISHARES INC
-$792.2K
0
-100%
增持
ABNB
AIRBNB INC
-$776.4K
85,985
+0%
建仓
—
SCORPIO TANKERS INC
+$772.1K
10,342
减持
EW
EDWARDS LIFESCIENCES CORP
-$768.7K
119,000
-1%
减持
SOLV
SOLVENTUM CORP
-$763.5K
54,455
-0%
减持
GLD
SPDR GOLD TR
-$746.2K
2,088
-50%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$737.4K
14,555
+1%
清仓
AMLP
ALPS ETF TR
-$735.7K
0
-100%
减持
CRL
CHARLES RIV LABS INTL INC
-$732.6K
24,018
-2%
减持
HPQ
HP INC
-$712.0K
15,900
-65%
减持
ABBV
ABBVIE INC
-$707.3K
46,253
-2%
减持
BAC
BANK AMERICA CORP
-$643.1K
94,979
-1%
减持
CMI
CUMMINS INC
+$634.1K
33,386
-2%
减持
AN
AUTONATION INC
-$630.1K
45,670
-1%
增持
FIGR
FIGURE TECHNOLOGY SOLUTIO
-$625.2K
246,865
+12%
减持
AMGN
AMGEN INC
+$614.7K
25,517
-0%
清仓
XHB
SPDR SERIES TRUST
-$609.7K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$584.1K
23,652
-2%
减持
CRM
SALESFORCE INC
-$584.0K
1,200
-61%
减持
UNP
UNION PAC CORP
+$577.0K
52,616
-0%
增持
TOL
TOLL BROTHERS INC
+$565.5K
37,683
+11%
清仓
COIN
COINBASE GLOBAL INC
-$553.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$531.6K
38,370
-1%
减持
XBI
SPDR SERIES TRUST
+$521.1K
91,420
-0%
减持
FAST
FASTENAL CO
-$484.7K
77,456
-24%
减持
HD
HOME DEPOT INC
-$473.0K
15,038
-5%
减持
WSM
WILLIAMS SONOMA INC
+$462.3K
133,295
-0%
减持
GWW
WW GRAINGER INC
+$454.3K
9,259
-3%
减持
SQ
BLOCK INC
-$433.7K
44,593
-7%
减持
LOW
LOWES COS INC
-$421.6K
80,966
-0%
增持
FDS
FACTSET RESH SYS INC
-$413.4K
54,789
+29%
减持
—
MEDTRONIC PLC
-$407.5K
41,773
-0%
减持
DHI
D R HORTON INC
-$369.2K
53,896
-0%
减持
AVGO
BROADCOM INC
-$364.1K
9,128
-1%
增持
COMP
COMPASS INC
-$351.8K
328,475
+26%
减持
GPN
GLOBAL PMTS INC
-$340.4K
3,705
-51%
增持
EXPD
EXPEDITORS INTL WASH INC
-$332.7K
58,333
+0%
清仓
NOW
SERVICENOW INC
-$281.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$278.6K
11,110
-0%
建仓
CROX
CROCS INC
+$273.1K
3,290
增持
TSLA
TESLA INC
-$271.7K
3,531
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$261.1K
2,175
-33%
建仓
LRCX
LAM RESEARCH CORP
+$245.9K
1,151
减持
SHOP
SHOPIFY INC
-$240.5K
5,640
-0%
建仓
ANF
ABERCROMBIE & FITCH CO
+$238.5K
2,610
减持
GILD
GILEAD SCIENCES INC
+$220.8K
16,597
-3%
增持
OIH
VANECK ETF TRUST
+$220.3K
1,763
+2%
建仓
CVX
CHEVRON CORPORATION
+$215.6K
1,042
建仓
PSX
PHILLIPS 66
+$211.9K
1,163
建仓
ED
CONSOLIDATED EDISON INC
+$206.6K
1,825
建仓
MO
ALTRIA GROUP INC
+$205.6K
3,115
清仓
WFC
WELLS FARGO CO NEW
-$205.0K
0
-100%
增持
T
AT&T INC
+$203.9K
46,750
+1%
减持
PEP
PEPSICO INC
+$203.9K
21,589
-2%
清仓
BIL
SPDR SERIES TRUST
-$200.2K
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$199.3K
50,007
-12%
减持
SYY
SYSCO CORP
-$197.7K
35,390
-4%
减持
ECL
ECOLAB INC
+$186.3K
67,544
-0%
