INVESTMENT HOUSE LLC
REDONDO BEACH CA · SEC CIK 0001566030
$19.22亿2026Q1 申报市值
223持仓数
38.8%前十大占比 · 第一大 7.1%
20 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SFM 新建仓+$1,267.17万
PGR 加仓+$803.43万
MOH 加仓+$609.87万
BLDR 加仓+$509.04万
MA 加仓+$445.25万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$1,063.23万
GOOGL 减仓-$1,054.11万
INTU 减仓-$425.98万
NVDA 减仓-$416.29万
GOOG 减仓-$387.26万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $1,454.41万 | 0.76% | 117,027 | -20 | -0.0% | -$2,486 | 减仓 |
| V | VISA INC | $1,465.95万 | 0.76% | 48,503 | 2,050 | 4.4% | $61.96万 | 加仓 |
| ADSK | AUTODESK INC | $1,522.81万 | 0.79% | 63,609 | -90 | -0.1% | -$2.15万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,538.80万 | 0.80% | 77,623 | 40,528 | 109.3% | $803.43万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,606.66万 | 0.84% | 3,816 | -16 | -0.4% | -$6.74万 | 减仓 |
| IBB | ISHARES TR | $1,648.89万 | 0.86% | 97,654 | -263 | -0.3% | -$4.44万 | 减仓 |
| QCOM | QUALCOMM INC | $1,660.83万 | 0.86% | 128,966 | 138 | 0.1% | $1.78万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,661.57万 | 0.86% | 71,964 | -25 | -0.0% | -$5,772 | 减仓 |
| QXO | QXO INC | $1,664.23万 | 0.87% | 856,968 | 57,033 | 7.1% | $110.76万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,721.68万 | 0.90% | 84,737 | -2,268 | -2.6% | -$46.08万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $1,733.33万 | 0.90% | 130,032 | 45,752 | 54.3% | $609.87万 | 加仓 |
| CMI | CUMMINS INC | $1,796.22万 | 0.93% | 33,386 | -561 | -1.7% | -$30.18万 | 减仓 |
| ECL | ECOLAB INC | $1,796.80万 | 0.93% | 67,544 | -191 | -0.3% | -$5.08万 | 减仓 |
| APP | APPLOVIN CORP | $1,810.78万 | 0.94% | 45,497 | -4,873 | -9.7% | -$193.95万 | 减仓 |
| LOW | LOWES COS INC | $1,913.06万 | 1.00% | 80,966 | -110 | -0.1% | -$2.60万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,007.51万 | 1.04% | 103,405 | -577 | -0.6% | -$11.20万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,170.17万 | 1.13% | 50,007 | -7,128 | -12.5% | -$309.34万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $2,246.11万 | 1.17% | 216,472 | -2,386 | -1.1% | -$24.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,260.61万 | 1.18% | 92,481 | -3,348 | -3.5% | -$81.84万 | 减仓 |
| ADBE | ADOBE INC | $2,283.86万 | 1.19% | 93,955 | -3,896 | -4.0% | -$94.70万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $2,430.36万 | 1.26% | 133,295 | -203 | -0.2% | -$3.70万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,460.28万 | 1.28% | 14,229 | 240 | 1.7% | $41.50万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,859.86万 | 1.49% | 181,833 | -3,492 | -1.9% | -$54.92万 | 减仓 |
| INTU | INTUIT | $2,880.36万 | 1.50% | 66,616 | -9,852 | -12.9% | -$425.98万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,016.74万 | 1.57% | 131,283 | -685 | -0.5% | -$15.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,547.25万 | 1.85% | 117,272 | 6,705 | 6.1% | $202.81万 | 加仓 |
| NU | NU HLDGS LTD | $3,707.05万 | 1.93% | 2,579,718 | -8,973 | -0.3% | -$12.89万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,106.86万 | 2.14% | 250,220 | -9,595 | -3.7% | -$157.48万 | 减仓 |
| LLY | ELI LILLY & CO | $4,271.63万 | 2.22% | 46,442 | -451 | -1.0% | -$41.48万 | 减仓 |
| GOOG | ALPHABET INC | $5,621.88万 | 2.93% | 195,980 | -13,500 | -6.4% | -$387.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,268.87万 | 3.26% | 62,913 | -628 | -1.0% | -$62.58万 | 减仓 |
| AMZN | AMAZON COM INC | $6,798.65万 | 3.54% | 326,435 | -2,489 | -0.8% | -$51.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,503.86万 | 3.90% | 430,267 | -23,870 | -5.3% | -$416.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,728.75万 | 4.02% | 208,789 | 3,445 | 1.7% | $127.52万 | 加仓 |
| META | META PLATFORMS INC | $9,124.65万 | 4.75% | 159,486 | -1,465 | -0.9% | -$83.82万 | 减仓 |
| GOOGL | ALPHABET INC | $9,598.91万 | 4.99% | 333,805 | -36,657 | -9.9% | -$1,054.11万 | 减仓 |
| AAPL | APPLE INC | $1.36亿 | 7.06% | 534,443 | 14,842 | 2.9% | $376.67万 | 加仓 |