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 |
|---|---|---|---|---|---|---|---|---|
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -54,789 | -100.0% | -$1,188.87万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -225,221 | -100.0% | -$618.46万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -54,455 | -100.0% | -$355.59万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -8,141 | -100.0% | -$201.15万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -54,881 | -100.0% | -$162.28万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -3,735 | -100.0% | -$158.86万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -8,097 | -100.0% | -$97.20万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -13,574 | -100.0% | -$80.55万 | 清仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -10,342 | -100.0% | -$77.21万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,425 | -100.0% | -$32.21万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,175 | -100.0% | -$31.82万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -15,900 | -100.0% | -$30.54万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,581 | -100.0% | -$29.98万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -2,800 | -100.0% | -$28.60万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -2,610 | -100.0% | -$23.85万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,042 | -100.0% | -$21.56万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,163 | -100.0% | -$21.19万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -1,825 | -100.0% | -$20.66万 | 清仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$7.63万 | 清仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $3.44万 | 0.00% | 16,529 | 0 | 0.0% | — | 不变 |
| — | HYPERION DEFI INC | $5.43万 | 0.00% | 17,300 | -34,575 | -66.7% | -$10.86万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $13.28万 | 0.01% | 15,002 | 2 | 0.0% | $18 | 加仓 |
| — | PROFESIONALLY MANAGED PORTFO | $17.08万 | 0.01% | 12,414 | 443 | 3.7% | $6,096 | 加仓 |
| FSK | FS KKR CAP CORP | $18.10万 | 0.01% | 17,237 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.98万 | 0.01% | 971 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $24.13万 | 0.01% | 2,615 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $24.64万 | 0.01% | 2,285 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $24.95万 | 0.01% | 1,155 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $26.40万 | 0.01% | 2,375 | 100 | 4.4% | $1.11万 | 加仓 |
| MCK | MCKESSON CORP | $26.45万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $26.46万 | 0.01% | 2,050 | -200 | -8.9% | -$2.58万 | 减仓 |
| BRC | BRADY CORP | $27.47万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $27.48万 | 0.01% | 1,519 | 1,519 | — | $27.48万 | 新建仓 |
| HEI | HEICO CORP NEW | $27.60万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $27.81万 | 0.01% | 2,675 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $28.01万 | 0.01% | 1,917 | -83 | -4.2% | -$1.21万 | 减仓 |
| EVR | EVERCORE INC | $29.02万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $29.37万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $29.52万 | 0.01% | 15,447 | -137 | -0.9% | -$2,618 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $29.56万 | 0.01% | 2,750 | 75 | 2.8% | $8,062 | 加仓 |
| MO | ALTRIA GROUP INC | $29.62万 | 0.01% | 4,117 | 1,002 | 32.2% | $7.21万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $31.94万 | 0.01% | 13,010 | -13,066 | -50.1% | -$32.08万 | 减仓 |
| MTB | M & T BK CORP | $32.13万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $32.74万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $33.27万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $34.17万 | 0.02% | 521 | 521 | — | $34.17万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $35.05万 | 0.02% | 4,830 | 1,125 | 30.4% | $8.16万 | 加仓 |
| MS | MORGAN STANLEY | $35.54万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $36.08万 | 0.02% | 4,846 | -5,482 | -53.1% | -$40.81万 | 减仓 |
| CROX | CROCS INC | $36.67万 | 0.02% | 3,040 | -250 | -7.6% | -$3.02万 | 减仓 |
| — | ELECTRONIC ARTS INC | $37.11万 | 0.02% | 1,810 | -225 | -11.1% | -$4.61万 | 减仓 |
| USB | US BANCORP | $37.60万 | 0.02% | 6,225 | 200 | 3.3% | $1.21万 | 加仓 |
| SO | SOUTHERN CO | $39.24万 | 0.02% | 4,100 | -358 | -8.0% | -$3.43万 | 减仓 |
| TGT | TARGET CORP | $39.36万 | 0.02% | 3,013 | 113 | 3.9% | $1.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $40.80万 | 0.02% | 2,850 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $42.86万 | 0.02% | 10,123 | -894 | -8.1% | -$3.79万 | 减仓 |
| PFE | PFIZER INC | $43.36万 | 0.02% | 18,005 | -1,798 | -9.1% | -$4.33万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $45.23万 | 0.02% | 5,750 | -1,109 | -16.2% | -$8.72万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $45.30万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $45.40万 | 0.02% | 4,717 | -870 | -15.6% | -$8.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $49.06万 | 0.02% | 9,238 | 9,238 | — | $49.06万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $49.88万 | 0.02% | 1,151 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $50.64万 | 0.02% | 1,485 | -925 | -38.4% | -$31.54万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $51.65万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $53.05万 | 0.02% | 2,503 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $59.85万 | 0.03% | 13,200 | -7,400 | -35.9% | -$33.55万 | 减仓 |
| LEN | LENNAR CORP | $60.35万 | 0.03% | 6,669 | -20 | -0.3% | -$1,810 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $61.68万 | 0.03% | 6,880 | -1,700 | -19.8% | -$15.24万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.47万 | 0.03% | 4,566 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $62.80万 | 0.03% | 38,625 | -54,495 | -58.5% | -$88.61万 | 减仓 |
| SHOP | SHOPIFY INC | $64.40万 | 0.03% | 5,640 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.19万 | 0.03% | 1,360 | -293 | -17.7% | -$14.69万 | 减仓 |
| OIH | VANECK ETF TRUST | $68.34万 | 0.03% | 1,837 | 74 | 4.2% | $2.75万 | 加仓 |
| SBUX | STARBUCKS CORP | $69.49万 | 0.03% | 6,800 | 150 | 2.3% | $1.53万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $74.41万 | 0.03% | 1,650 | -245 | -12.9% | -$11.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $74.89万 | 0.03% | 12,997 | -1,000 | -7.1% | -$5.76万 | 减仓 |
| AMAT | APPLIED MATLS INC | $75.92万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $76.47万 | 0.03% | 3,059 | 118 | 4.0% | $2.95万 | 加仓 |
| KLAR | KLARNA GROUP PLC | $78.63万 | 0.04% | 38,850 | -35,175 | -47.5% | -$71.19万 | 减仓 |
| IDXX | IDEXX LABS INC | $79.49万 | 0.04% | 1,510 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $79.57万 | 0.04% | 11,400 | -7,821 | -40.7% | -$54.59万 | 减仓 |
| GLD | SPDR GOLD TR | $79.86万 | 0.04% | 2,168 | 80 | 3.8% | $2.95万 | 加仓 |
| LQD | ISHARES TR | $82.83万 | 0.04% | 7,594 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $84.38万 | 0.04% | 9,400 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $85.24万 | 0.04% | 7,300 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $86.15万 | 0.04% | 15,570 | 513 | 3.4% | $2.84万 | 加仓 |
| T | AT&T INC | $86.17万 | 0.04% | 41,630 | -5,120 | -11.0% | -$10.60万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $87.31万 | 0.04% | 9,523 | 13 | 0.1% | $1,192 | 加仓 |
| VUG | VANGUARD INDEX FDS | $91.46万 | 0.04% | 10,618 | 10,618 | — | $91.46万 | 新建仓 |
| CVS | CVS HEALTH CORP | $91.95万 | 0.04% | 8,888 | 923 | 11.6% | $9.55万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $92.27万 | 0.04% | 4,932 | 4,932 | — | $92.27万 | 新建仓 |
| MMM | 3M CO | $97.02万 | 0.04% | 5,992 | -260 | -4.2% | -$4.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $97.76万 | 0.04% | 2,642 | 2,642 | — | $97.76万 | 新建仓 |
| RTX | RTX CORPORATION | $101.79万 | 0.05% | 5,365 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $108.06万 | 0.05% | 2,200 | -200 | -8.3% | -$9.82万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $108.85万 | 0.05% | 8,195 | 250 | 3.1% | $3.32万 | 加仓 |
| TJX | TJX COS INC NEW | $114.64万 | 0.05% | 7,567 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $115.67万 | 0.05% | 7,888 | -1,221 | -13.4% | -$17.90万 | 减仓 |
| ADI | ANALOG DEVICES INC | $126.34万 | 0.06% | 3,181 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $130.47万 | 0.06% | 11,675 | 0 | 0.0% | — | 不变 |