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 |
|---|---|---|---|---|---|---|---|---|
| XBI | SPDR SERIES TRUST | $1,422.90万 | 0.64% | 89,915 | -1,505 | -1.6% | -$23.82万 | 减仓 |
| V | VISA INC | $1,448.66万 | 0.66% | 42,224 | -6,279 | -12.9% | -$215.43万 | 减仓 |
| LOW | LOWES COS INC | $1,596.32万 | 0.72% | 72,399 | -8,567 | -10.6% | -$188.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,637.12万 | 0.74% | 39,389 | -1,484 | -3.6% | -$61.68万 | 减仓 |
| INTU | INTUIT | $1,682.52万 | 0.76% | 64,464 | -2,152 | -3.2% | -$56.17万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,684.60万 | 0.76% | 94,513 | -887 | -0.9% | -$15.81万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,790.23万 | 0.81% | 69,964 | -2,000 | -2.8% | -$51.18万 | 减仓 |
| IBB | ISHARES TR | $1,839.42万 | 0.83% | 96,715 | -939 | -1.0% | -$17.86万 | 减仓 |
| ECL | ECOLAB INC | $1,870.69万 | 0.85% | 67,144 | -400 | -0.6% | -$11.14万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,041.69万 | 0.92% | 49,163 | -844 | -1.7% | -$35.05万 | 减仓 |
| ADBE | ADOBE INC | $2,121.66万 | 0.96% | 103,486 | 9,531 | 10.1% | $195.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,169.99万 | 0.98% | 37,355 | -1,015 | -2.6% | -$58.96万 | 减仓 |
| QCOM | QUALCOMM INC | $2,184.35万 | 0.99% | 118,207 | -10,759 | -8.3% | -$198.82万 | 减仓 |
| APP | APPLOVIN CORP | $2,197.82万 | 0.99% | 42,657 | -2,840 | -6.2% | -$146.33万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,219.21万 | 1.00% | 180,263 | -1,570 | -0.9% | -$19.33万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,242.14万 | 1.01% | 265,091 | 100,801 | 61.4% | $852.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,315.83万 | 1.05% | 91,185 | -1,296 | -1.4% | -$32.91万 | 减仓 |
| CMI | CUMMINS INC | $2,332.32万 | 1.05% | 32,702 | -684 | -2.0% | -$48.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,397.40万 | 1.08% | 31,415 | -495 | -1.6% | -$37.78万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,698.15万 | 1.22% | 23,375 | -3,325 | -12.5% | -$383.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,910.72万 | 1.32% | 130,596 | -687 | -0.5% | -$15.31万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,998.68万 | 1.36% | 137,271 | 59,648 | 76.8% | $1,303.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $3,072.51万 | 1.39% | 103,080 | -325 | -0.3% | -$9.69万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,077.98万 | 1.39% | 132,046 | -1,249 | -0.9% | -$29.11万 | 减仓 |
| NU | NU HLDGS LTD | $3,081.41万 | 1.39% | 2,306,445 | -273,273 | -10.6% | -$365.09万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,792.44万 | 1.72% | 112,119 | -5,153 | -4.4% | -$174.30万 | 减仓 |
| MELI | MERCADOLIBRE INC | $3,797.29万 | 1.72% | 22,371 | 8,142 | 57.2% | $1,382.04万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $4,431.09万 | 2.00% | 193,751 | 63,719 | 49.0% | $1,457.25万 | 加仓 |
| LLY | ELI LILLY & CO | $5,559.04万 | 2.51% | 46,347 | -95 | -0.2% | -$11.39万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $5,789.85万 | 2.62% | 209,648 | -6,824 | -3.2% | -$188.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,825.47万 | 2.64% | 62,273 | -640 | -1.0% | -$59.87万 | 减仓 |
| GOOG | ALPHABET INC | $6,659.99万 | 3.01% | 188,492 | -7,488 | -3.8% | -$264.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,513.64万 | 3.40% | 201,427 | -7,362 | -3.5% | -$274.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,249.16万 | 3.73% | 412,272 | -17,995 | -4.2% | -$360.06万 | 减仓 |
| AMZN | AMAZON COM INC | $8,304.88万 | 3.76% | 348,447 | 22,012 | 6.7% | $524.63万 | 加仓 |
| META | META PLATFORMS INC | $9,073.01万 | 4.10% | 161,072 | 1,586 | 1.0% | $89.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1.05亿 | 4.77% | 244,395 | -5,825 | -2.3% | -$251.33万 | 减仓 |
| GOOGL | ALPHABET INC | $1.21亿 | 5.47% | 338,423 | 4,618 | 1.4% | $165.03万 | 加仓 |
| AAPL | APPLE INC | $1.48亿 | 6.70% | 511,759 | -22,684 | -4.2% | -$656.38万 | 减仓 |