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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.36亿 | 7.06% | 534,443 | 14,842 | 2.9% | $376.67万 | 加仓 |
| GOOGL | ALPHABET INC | $9,598.91万 | 4.99% | 333,805 | -36,657 | -9.9% | -$1,054.11万 | 减仓 |
| META | META PLATFORMS INC | $9,124.65万 | 4.75% | 159,486 | -1,465 | -0.9% | -$83.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,728.75万 | 4.02% | 208,789 | 3,445 | 1.7% | $127.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,503.86万 | 3.90% | 430,267 | -23,870 | -5.3% | -$416.29万 | 减仓 |
| AMZN | AMAZON COM INC | $6,798.65万 | 3.54% | 326,435 | -2,489 | -0.8% | -$51.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,268.87万 | 3.26% | 62,913 | -628 | -1.0% | -$62.58万 | 减仓 |
| GOOG | ALPHABET INC | $5,621.88万 | 2.93% | 195,980 | -13,500 | -6.4% | -$387.26万 | 减仓 |
| LLY | ELI LILLY & CO | $4,271.63万 | 2.22% | 46,442 | -451 | -1.0% | -$41.48万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,106.86万 | 2.14% | 250,220 | -9,595 | -3.7% | -$157.48万 | 减仓 |
| NU | NU HLDGS LTD | $3,707.05万 | 1.93% | 2,579,718 | -8,973 | -0.3% | -$12.89万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,547.25万 | 1.85% | 117,272 | 6,705 | 6.1% | $202.81万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,016.74万 | 1.57% | 131,283 | -685 | -0.5% | -$15.74万 | 减仓 |
| INTU | INTUIT | $2,880.36万 | 1.50% | 66,616 | -9,852 | -12.9% | -$425.98万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,859.86万 | 1.49% | 181,833 | -3,492 | -1.9% | -$54.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,460.28万 | 1.28% | 14,229 | 240 | 1.7% | $41.50万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $2,430.36万 | 1.26% | 133,295 | -203 | -0.2% | -$3.70万 | 减仓 |
| ADBE | ADOBE INC | $2,283.86万 | 1.19% | 93,955 | -3,896 | -4.0% | -$94.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,260.61万 | 1.18% | 92,481 | -3,348 | -3.5% | -$81.84万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $2,246.11万 | 1.17% | 216,472 | -2,386 | -1.1% | -$24.76万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,170.17万 | 1.13% | 50,007 | -7,128 | -12.5% | -$309.34万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,007.51万 | 1.04% | 103,405 | -577 | -0.6% | -$11.20万 | 减仓 |
| LOW | LOWES COS INC | $1,913.06万 | 1.00% | 80,966 | -110 | -0.1% | -$2.60万 | 减仓 |
| APP | APPLOVIN CORP | $1,810.78万 | 0.94% | 45,497 | -4,873 | -9.7% | -$193.95万 | 减仓 |
| ECL | ECOLAB INC | $1,796.80万 | 0.93% | 67,544 | -191 | -0.3% | -$5.08万 | 减仓 |
| CMI | CUMMINS INC | $1,796.22万 | 0.93% | 33,386 | -561 | -1.7% | -$30.18万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $1,733.33万 | 0.90% | 130,032 | 45,752 | 54.3% | $609.87万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,721.68万 | 0.90% | 84,737 | -2,268 | -2.6% | -$46.08万 | 减仓 |
| QXO | QXO INC | $1,664.23万 | 0.87% | 856,968 | 57,033 | 7.1% | $110.76万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,661.57万 | 0.86% | 71,964 | -25 | -0.0% | -$5,772 | 减仓 |
| QCOM | QUALCOMM INC | $1,660.83万 | 0.86% | 128,966 | 138 | 0.1% | $1.78万 | 加仓 |
| IBB | ISHARES TR | $1,648.89万 | 0.86% | 97,654 | -263 | -0.3% | -$4.44万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,606.66万 | 0.84% | 3,816 | -16 | -0.4% | -$6.74万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,538.80万 | 0.80% | 77,623 | 40,528 | 109.3% | $803.43万 | 加仓 |
| ADSK | AUTODESK INC | $1,522.81万 | 0.79% | 63,609 | -90 | -0.1% | -$2.15万 | 减仓 |
| V | VISA INC | $1,465.95万 | 0.76% | 48,503 | 2,050 | 4.4% | $61.96万 | 加仓 |
| WMT | WALMART INC | $1,454.41万 | 0.76% | 117,027 | -20 | -0.0% | -$2,486 | 减仓 |
| PAYX | PAYCHEX INC | $1,443.96万 | 0.75% | 156,748 | -24,222 | -13.4% | -$223.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,423.13万 | 0.74% | 28,482 | 8,911 | 45.5% | $445.25万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,412.36万 | 0.73% | 82,387 | 270 | 0.3% | $4.63万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,324.61万 | 0.69% | 40,312 | -30 | -0.1% | -$9,858 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,322.12万 | 0.69% | 28,680 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1,276.57万 | 0.66% | 52,616 | -76 | -0.1% | -$1.84万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1,267.17万 | 0.66% | 164,290 | 164,290 | — | $1,267.17万 | 新建仓 |
| NVS | NOVARTIS AG | $1,249.24万 | 0.65% | 81,783 | -65 | -0.1% | -$9,929 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,245.80万 | 0.65% | 31,910 | -55 | -0.2% | -$2.15万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,207.60万 | 0.63% | 167,885 | 4,100 | 2.5% | $29.49万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1,188.87万 | 0.62% | 54,789 | 12,396 | 29.2% | $268.98万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1,167.71万 | 0.61% | 91,420 | -75 | -0.1% | -$9,580 | 减仓 |
| SE | SEA LTD | $1,136.14万 | 0.59% | 137,198 | 3,530 | 2.6% | $29.23万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,135.79万 | 0.59% | 57,279 | -1,808 | -3.1% | -$35.85万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,105.98万 | 0.58% | 40,873 | -39,293 | -49.0% | -$1,063.23万 | 减仓 |
| ABNB | AIRBNB INC | $1,085.82万 | 0.57% | 85,985 | 260 | 0.3% | $3.28万 | 加仓 |
| CART | MAPLEBEAR INC | $1,035.11万 | 0.54% | 276,323 | -21,055 | -7.1% | -$78.87万 | 减仓 |
| GWW | WW GRAINGER INC | $1,009.98万 | 0.53% | 9,259 | -300 | -3.1% | -$32.72万 | 减仓 |
| ABBV | ABBVIE INC | $1,005.96万 | 0.52% | 46,253 | -869 | -1.8% | -$18.90万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $952.95万 | 0.50% | 119,000 | -1,800 | -1.5% | -$14.41万 | 减仓 |
| TRMB | TRIMBLE INC | $914.76万 | 0.48% | 140,236 | -3,130 | -2.2% | -$20.42万 | 减仓 |
| DE | DEERE & CO | $907.59万 | 0.47% | 16,112 | -150 | -0.9% | -$8.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $902.03万 | 0.47% | 26,700 | 2,940 | 12.4% | $99.32万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $898.10万 | 0.47% | 96,239 | -350 | -0.4% | -$3.27万 | 减仓 |
| AMGN | AMGEN INC | $897.82万 | 0.47% | 25,517 | -35 | -0.1% | -$1.23万 | 减仓 |
| AN | AUTONATION INC | $891.75万 | 0.46% | 45,670 | -570 | -1.2% | -$11.13万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $838.11万 | 0.44% | 246,865 | 26,340 | 11.9% | $89.42万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $835.50万 | 0.43% | 58,333 | 30 | 0.1% | $4,297 | 加仓 |
| RDDT | REDDIT INC | $823.38万 | 0.43% | 61,150 | 155 | 0.3% | $2.09万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $790.05万 | 0.41% | 95,961 | 61,829 | 181.1% | $509.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $780.56万 | 0.41% | 38,370 | -560 | -1.4% | -$11.39万 | 减仓 |
| ORCL | ORACLE CORP | $778.14万 | 0.40% | 52,895 | -5,558 | -9.5% | -$81.76万 | 减仓 |
| FDX | FEDEX CORP | $746.46万 | 0.39% | 20,957 | -250 | -1.2% | -$8.90万 | 减仓 |
| DHI | D R HORTON INC | $739.56万 | 0.38% | 53,896 | -15 | -0.0% | -$2,058 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $739.07万 | 0.38% | 25,752 | 30 | 0.1% | $8,610 | 加仓 |
| GLW | CORNING INC | $680.05万 | 0.35% | 50,015 | -1,800 | -3.5% | -$24.47万 | 减仓 |
| MRK | MERCK & CO INC | $664.35万 | 0.35% | 55,229 | -225 | -0.4% | -$2.71万 | 减仓 |
| VAL | VALARIS LTD | $626.38万 | 0.33% | 63,890 | -8,784 | -12.1% | -$86.12万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $618.46万 | 0.32% | 225,221 | -74,435 | -24.8% | -$204.40万 | 重新持有 |
| CSCO | CISCO SYS INC | $569.90万 | 0.30% | 73,450 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $532.39万 | 0.28% | 11,110 | -36 | -0.3% | -$1.73万 | 减仓 |
| TOL | TOLL BROTHERS INC | $514.26万 | 0.27% | 37,683 | 3,834 | 11.3% | $52.32万 | 加仓 |
| HD | HOME DEPOT INC | $494.59万 | 0.26% | 15,038 | -710 | -4.5% | -$23.35万 | 减仓 |
| BAC | BANK AMERICA CORP | $463.02万 | 0.24% | 94,979 | -900 | -0.9% | -$4.39万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $462.70万 | 0.24% | 24,109 | -6,982 | -22.5% | -$134.00万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $437.71万 | 0.23% | 96,775 | -53,900 | -35.8% | -$243.79万 | 减仓 |
| WAT | WATERS CORP | $417.31万 | 0.22% | 14,013 | -70 | -0.5% | -$2.08万 | 减仓 |
| SHV | ISHARES TR | $414.60万 | 0.22% | 37,557 | 1,391 | 3.8% | $15.36万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $414.31万 | 0.22% | 24,018 | -424 | -1.7% | -$7.31万 | 减仓 |
| CAT | CATERPILLAR INC | $411.47万 | 0.21% | 5,808 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $400.06万 | 0.21% | 11,630 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $394.80万 | 0.21% | 2,989 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $361.97万 | 0.19% | 41,773 | -150 | -0.4% | -$1.30万 | 减仓 |
| FAST | FASTENAL CO | $359.40万 | 0.19% | 77,456 | -24,181 | -23.8% | -$112.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $357.32万 | 0.19% | 12,147 | -7,871 | -39.3% | -$231.54万 | 减仓 |
| SOLV | SOLVENTUM CORP | $355.59万 | 0.19% | 54,455 | -56 | -0.1% | -$3,657 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $352.80万 | 0.18% | 14,555 | 155 | 1.1% | $3.76万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $351.72万 | 0.18% | 12,395 | 5,395 | 77.1% | $153.09万 | 加仓 |
| CPNG | COUPANG INC | $349.94万 | 0.18% | 185,350 | -146,072 | -44.1% | -$275.78万 | 减仓 |
| PEP | PEPSICO INC | $335.26万 | 0.17% | 21,589 | -350 | -1.6% | -$5.44万 | 减仓 |
| GRMN | GARMIN LTD | $330.03万 | 0.17% | 14,225 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $327.31万 | 0.17% | 9,671 | 3,063 | 46.4% | $103.67万 | 加仓 |
| MCD | MCDONALDS CORP | $324.53万 | 0.17% | 10,442 | -150 | -1.4% | -$4.66万 | 减仓 |