INVESTMENT HOUSE LLC
REDONDO BEACH CA · SEC CIK 0001566030
$22.11亿2026Q2 申报市值
220持仓数
40.2%前十大占比 · 第一大 6.7%
15 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MOH 加仓+$1,457.25万
MELI 加仓+$1,382.04万
PGR 加仓+$1,303.01万
SFM 加仓+$852.57万
AMZN 加仓+$524.63万
2026Q2 卖出最多 按季末市值估算
FDS 清仓-$1,188.87万
ADP 减仓-$750.81万
PAYX 减仓-$692.31万
AAPL 减仓-$656.38万
WARNER BROS DISC 清仓-$618.46万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $133.07万 | 0.06% | 1,316 | -20 | -1.5% | -$2.02万 | 减仓 |
| KO | COCA COLA CO | $133.64万 | 0.06% | 16,444 | -525 | -3.1% | -$4.27万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.63万 | 0.06% | 2,861 | -6,350 | -68.9% | -$303.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $140.04万 | 0.06% | 12,265 | 1,538 | 14.3% | $17.56万 | 加仓 |
| TSLA | TESLA INC | $148.68万 | 0.07% | 3,535 | 4 | 0.1% | $1,682 | 加仓 |
| INTC | INTEL CORP | $151.35万 | 0.07% | 10,839 | -37,498 | -77.6% | -$523.59万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $157.37万 | 0.07% | 10,422 | 10,422 | — | $157.37万 | 新建仓 |
| NKE | NIKE INC | $158.58万 | 0.07% | 38,631 | -15,800 | -29.0% | -$64.86万 | 减仓 |
| BLK | BLACKROCK INC | $171.16万 | 0.08% | 1,780 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $174.66万 | 0.08% | 19,900 | -450 | -2.2% | -$3.95万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $179.17万 | 0.08% | 12,599 | 12,599 | — | $179.17万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $182.02万 | 0.08% | 40,350 | 40,350 | — | $182.02万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $192.51万 | 0.09% | 5,881 | -6,266 | -51.6% | -$205.11万 | 减仓 |
| RACE | FERRARI N V | $193.59万 | 0.09% | 5,200 | -4,471 | -46.2% | -$166.45万 | 减仓 |
| RIG | TRANSOCEAN LTD | $197.07万 | 0.09% | 403,011 | -4,814 | -1.2% | -$2.35万 | 减仓 |
| DUOL | DUOLINGO INC | $199.57万 | 0.09% | 17,351 | -368 | -2.1% | -$4.23万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $201.03万 | 0.09% | 12,188 | -247 | -2.0% | -$4.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $207.16万 | 0.09% | 16,397 | -200 | -1.2% | -$2.53万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $211.61万 | 0.10% | 49,178 | 49,178 | — | $211.61万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $213.34万 | 0.10% | 23,511 | -141 | -0.6% | -$1.28万 | 减仓 |
| GFF | GRIFFON CORP | $218.47万 | 0.10% | 22,400 | -104 | -0.5% | -$1.01万 | 减仓 |
| VEEV | VEEVA SYS INC | $222.81万 | 0.10% | 12,555 | 12,555 | — | $222.81万 | 新建仓 |
| VAL | VALARIS LTD | $224.95万 | 0.10% | 30,985 | -32,905 | -51.5% | -$238.89万 | 减仓 |
| YUM | YUM BRANDS INC | $237.17万 | 0.11% | 14,836 | -844 | -5.4% | -$13.49万 | 减仓 |
| CPNG | COUPANG INC | $238.53万 | 0.11% | 137,325 | -48,025 | -25.9% | -$83.42万 | 减仓 |
| CRM | SALESFORCE INC | $245.36万 | 0.11% | 15,662 | 14,462 | 1,205.2% | $226.56万 | 加仓 |
| CPAY | CORPAY INC | $247.62万 | 0.11% | 7,430 | -1,770 | -19.2% | -$58.99万 | 减仓 |
| MDT | MEDTRONIC PLC | $258.94万 | 0.12% | 33,100 | -8,673 | -20.8% | -$67.85万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $260.25万 | 0.12% | 29,900 | -1,875 | -5.9% | -$16.32万 | 减仓 |
| MCO | MOODYS CORP | $260.61万 | 0.12% | 5,754 | 5,754 | — | $260.61万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $262.48万 | 0.12% | 6,445 | 6,445 | — | $262.48万 | 新建仓 |
| PEP | PEPSICO INC | $281.83万 | 0.13% | 20,814 | -775 | -3.6% | -$10.49万 | 减仓 |
| MCD | MCDONALDS CORP | $282.26万 | 0.13% | 10,442 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $282.41万 | 0.13% | 108,870 | -15,475 | -12.4% | -$40.14万 | 减仓 |
| BA | BOEING CO | $288.01万 | 0.13% | 13,305 | -18 | -0.1% | -$3,896 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $292.22万 | 0.13% | 13,734 | -10,375 | -43.0% | -$220.75万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $295.03万 | 0.13% | 12,344 | -51 | -0.4% | -$1.22万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $297.06万 | 0.13% | 43,615 | -6,350 | -12.7% | -$43.25万 | 减仓 |
| FISV | FISERV INC | $298.49万 | 0.14% | 60,855 | 29,320 | 93.0% | $143.81万 | 加仓 |
| SHY | ISHARES TR | $301.34万 | 0.14% | 36,700 | -1,575 | -4.1% | -$12.93万 | 减仓 |
| SYY | SYSCO CORP | $301.77万 | 0.14% | 36,105 | 715 | 2.0% | $5.98万 | 加仓 |
| GEV | GE VERNOVA INC | $302.88万 | 0.14% | 2,578 | 2,578 | — | $302.88万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $322.60万 | 0.15% | 19,581 | -18,102 | -48.0% | -$298.23万 | 减仓 |
| XYZ | BLOCK INC | $324.47万 | 0.15% | 42,693 | -1,900 | -4.3% | -$14.44万 | 减仓 |
| GRMN | GARMIN LTD | $337.90万 | 0.15% | 14,225 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $341.49万 | 0.15% | 9,040 | -88 | -1.0% | -$3.32万 | 减仓 |
| DAL | DELTA AIR LINES INC | $341.96万 | 0.15% | 36,511 | 36,511 | — | $341.96万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $352.77万 | 0.16% | 9,048 | 8,448 | 1,408.0% | $329.38万 | 加仓 |
| ZTS | ZOETIS INC | $365.54万 | 0.17% | 50,868 | 32,231 | 172.9% | $231.61万 | 加仓 |
| FAST | FASTENAL CO | $369.86万 | 0.17% | 77,006 | -450 | -0.6% | -$2.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $402.27万 | 0.18% | 14,305 | -250 | -1.7% | -$7.03万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $407.84万 | 0.18% | 94,451 | -2,324 | -2.4% | -$10.04万 | 减仓 |
| COMP | COMPASS INC | $409.39万 | 0.19% | 332,030 | 3,555 | 1.1% | $4.38万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $423.45万 | 0.19% | 14,215 | -200 | -1.4% | -$5.96万 | 减仓 |
| NFLX | NETFLIX INC. | $424.32万 | 0.19% | 59,428 | 54,728 | 1,164.4% | $390.76万 | 加仓 |
| SHV | ISHARES TR | $426.67万 | 0.19% | 38,665 | 1,108 | 3.0% | $12.23万 | 加仓 |
| RL | RALPH LAUREN CORP | $438.74万 | 0.20% | 10,930 | -700 | -6.0% | -$28.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $469.87万 | 0.21% | 6,292 | 4,155 | 194.4% | $310.29万 | 重新持有 |
| HD | HOME DEPOT INC | $510.08万 | 0.23% | 14,463 | -575 | -3.8% | -$20.28万 | 减仓 |
| BAC | BANK OF AMER CORP | $525.63万 | 0.24% | 92,248 | -2,731 | -2.9% | -$15.56万 | 减仓 |
| WAT | WATERS CORP | $531.17万 | 0.24% | 14,163 | 150 | 1.1% | $5.63万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $544.70万 | 0.25% | 24,018 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $566.34万 | 0.26% | 11,318 | 208 | 1.9% | $10.41万 | 加仓 |
| ASML | ASML HLDG NV | $594.64万 | 0.27% | 2,989 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $605.77万 | 0.27% | 197,255 | -49,610 | -20.1% | -$152.35万 | 减仓 |
| CAT | CATERPILLAR INC | $617.43万 | 0.28% | 5,798 | -10 | -0.2% | -$1.06万 | 减仓 |
| FDX | FEDEX CORP | $648.41万 | 0.29% | 20,707 | -250 | -1.2% | -$7.83万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $667.52万 | 0.30% | 74,600 | -21,361 | -22.3% | -$191.14万 | 减仓 |
| TRMB | TRIMBLE INC | $675.25万 | 0.31% | 131,936 | -8,300 | -5.9% | -$42.48万 | 减仓 |
| MRK | MERCK & CO INC | $707.01万 | 0.32% | 55,020 | -209 | -0.4% | -$2.69万 | 减仓 |
| ORCL | ORACLE CORP | $750.28万 | 0.34% | 51,196 | -1,699 | -3.2% | -$24.90万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $801.62万 | 0.36% | 25,482 | -270 | -1.0% | -$8.49万 | 减仓 |
| CSCO | CISCO SYS INC | $811.64万 | 0.37% | 69,100 | -4,350 | -5.9% | -$51.09万 | 减仓 |
| DHI | D R HORTON INC | $834.69万 | 0.38% | 51,246 | -2,650 | -4.9% | -$43.16万 | 减仓 |
| AN | AUTONATION INC | $848.69万 | 0.38% | 45,680 | 10 | 0.0% | $1,858 | 加仓 |
| PAYX | PAYCHEX INC | $848.99万 | 0.38% | 86,341 | -70,407 | -44.9% | -$692.31万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $886.10万 | 0.40% | 91,464 | -4,775 | -5.0% | -$46.26万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $889.35万 | 0.40% | 71,468 | 14,189 | 24.8% | $176.57万 | 加仓 |
| AMGN | AMGEN INC | $907.76万 | 0.41% | 25,068 | -449 | -1.8% | -$16.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $941.22万 | 0.43% | 18,326 | -10,156 | -35.7% | -$521.61万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $951.12万 | 0.43% | 58,358 | 25 | 0.0% | $4,075 | 加仓 |
| DE | DEERE & CO | $1,024.57万 | 0.46% | 16,152 | 40 | 0.2% | $2.54万 | 加仓 |
| RDDT | REDDIT INC | $1,041.18万 | 0.47% | 59,983 | -1,167 | -1.9% | -$20.26万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,074.44万 | 0.49% | 118,775 | -225 | -0.2% | -$2.04万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,133.59万 | 0.51% | 28,505 | -175 | -0.6% | -$6.96万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,146.87万 | 0.52% | 51,211 | -33,526 | -39.6% | -$750.81万 | 减仓 |
| GLW | CORNING INC | $1,148.54万 | 0.52% | 44,965 | -5,050 | -10.1% | -$128.99万 | 减仓 |
| QXO | QXO INC | $1,151.55万 | 0.52% | 666,405 | -190,563 | -22.2% | -$329.29万 | 减仓 |
| ABBV | ABBVIE INC | $1,155.98万 | 0.52% | 45,938 | -315 | -0.7% | -$7.93万 | 减仓 |
| ABNB | AIRBNB INC | $1,202.21万 | 0.54% | 84,012 | -1,973 | -2.3% | -$28.23万 | 减仓 |
| ADSK | AUTODESK INC | $1,219.78万 | 0.55% | 62,739 | -870 | -1.4% | -$16.91万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,236.03万 | 0.56% | 171,290 | 3,405 | 2.0% | $24.57万 | 加仓 |
| GWW | WW GRAINGER INC | $1,241.91万 | 0.56% | 9,129 | -130 | -1.4% | -$17.69万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,243.37万 | 0.56% | 39,492 | -820 | -2.0% | -$25.82万 | 减仓 |
| CART | MAPLEBEAR INC | $1,255.24万 | 0.57% | 265,098 | -11,225 | -4.1% | -$53.15万 | 减仓 |
| NVS | NOVARTIS AG | $1,256.06万 | 0.57% | 80,147 | -1,636 | -2.0% | -$25.64万 | 减仓 |
| SE | SEA LTD | $1,286.31万 | 0.58% | 134,228 | -2,970 | -2.2% | -$28.46万 | 减仓 |
| WMT | WALMART INC | $1,330.54万 | 0.60% | 117,477 | 450 | 0.4% | $5.10万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,362.81万 | 0.62% | 80,802 | -1,585 | -1.9% | -$26.73万 | 减仓 |
| UNP | UNION PAC CORP | $1,396.48万 | 0.63% | 51,341 | -1,275 | -2.4% | -$34.68万 | 减仓 |