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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $298.49万 | 0.14% | 60,855 | 29,320 | 93.0% | $143.81万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $297.06万 | 0.13% | 43,615 | -6,350 | -12.7% | -$43.25万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $295.03万 | 0.13% | 12,344 | -51 | -0.4% | -$1.22万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $292.22万 | 0.13% | 13,734 | -10,375 | -43.0% | -$220.75万 | 减仓 |
| BA | BOEING CO | $288.01万 | 0.13% | 13,305 | -18 | -0.1% | -$3,896 | 减仓 |
| SLM | SLM CORP | $282.41万 | 0.13% | 108,870 | -15,475 | -12.4% | -$40.14万 | 减仓 |
| MCD | MCDONALDS CORP | $282.26万 | 0.13% | 10,442 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $281.83万 | 0.13% | 20,814 | -775 | -3.6% | -$10.49万 | 减仓 |
| SPGI | S&P GLOBAL INC | $262.48万 | 0.12% | 6,445 | 6,445 | — | $262.48万 | 新建仓 |
| MCO | MOODYS CORP | $260.61万 | 0.12% | 5,754 | 5,754 | — | $260.61万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $260.25万 | 0.12% | 29,900 | -1,875 | -5.9% | -$16.32万 | 减仓 |
| MDT | MEDTRONIC PLC | $258.94万 | 0.12% | 33,100 | -8,673 | -20.8% | -$67.85万 | 减仓 |
| CPAY | CORPAY INC | $247.62万 | 0.11% | 7,430 | -1,770 | -19.2% | -$58.99万 | 减仓 |
| CRM | SALESFORCE INC | $245.36万 | 0.11% | 15,662 | 14,462 | 1,205.2% | $226.56万 | 加仓 |
| CPNG | COUPANG INC | $238.53万 | 0.11% | 137,325 | -48,025 | -25.9% | -$83.42万 | 减仓 |
| YUM | YUM BRANDS INC | $237.17万 | 0.11% | 14,836 | -844 | -5.4% | -$13.49万 | 减仓 |
| VAL | VALARIS LTD | $224.95万 | 0.10% | 30,985 | -32,905 | -51.5% | -$238.89万 | 减仓 |
| VEEV | VEEVA SYS INC | $222.81万 | 0.10% | 12,555 | 12,555 | — | $222.81万 | 新建仓 |
| GFF | GRIFFON CORP | $218.47万 | 0.10% | 22,400 | -104 | -0.5% | -$1.01万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $213.34万 | 0.10% | 23,511 | -141 | -0.6% | -$1.28万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $211.61万 | 0.10% | 49,178 | 49,178 | — | $211.61万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $207.16万 | 0.09% | 16,397 | -200 | -1.2% | -$2.53万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $201.03万 | 0.09% | 12,188 | -247 | -2.0% | -$4.07万 | 减仓 |
| DUOL | DUOLINGO INC | $199.57万 | 0.09% | 17,351 | -368 | -2.1% | -$4.23万 | 减仓 |
| RIG | TRANSOCEAN LTD | $197.07万 | 0.09% | 403,011 | -4,814 | -1.2% | -$2.35万 | 减仓 |
| RACE | FERRARI N V | $193.59万 | 0.09% | 5,200 | -4,471 | -46.2% | -$166.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $192.51万 | 0.09% | 5,881 | -6,266 | -51.6% | -$205.11万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $182.02万 | 0.08% | 40,350 | 40,350 | — | $182.02万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $179.17万 | 0.08% | 12,599 | 12,599 | — | $179.17万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $174.66万 | 0.08% | 19,900 | -450 | -2.2% | -$3.95万 | 减仓 |
| BLK | BLACKROCK INC | $171.16万 | 0.08% | 1,780 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $158.58万 | 0.07% | 38,631 | -15,800 | -29.0% | -$64.86万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $157.37万 | 0.07% | 10,422 | 10,422 | — | $157.37万 | 新建仓 |
| INTC | INTEL CORP | $151.35万 | 0.07% | 10,839 | -37,498 | -77.6% | -$523.59万 | 减仓 |
| TSLA | TESLA INC | $148.68万 | 0.07% | 3,535 | 4 | 0.1% | $1,682 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $140.04万 | 0.06% | 12,265 | 1,538 | 14.3% | $17.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.63万 | 0.06% | 2,861 | -6,350 | -68.9% | -$303.26万 | 减仓 |
| KO | COCA COLA CO | $133.64万 | 0.06% | 16,444 | -525 | -3.1% | -$4.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.07万 | 0.06% | 1,316 | -20 | -1.5% | -$2.02万 | 减仓 |
| EBAY | EBAY INC. | $130.47万 | 0.06% | 11,675 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $126.34万 | 0.06% | 3,181 | 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 |
| TJX | TJX COS INC NEW | $114.64万 | 0.05% | 7,567 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $108.85万 | 0.05% | 8,195 | 250 | 3.1% | $3.32万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $108.06万 | 0.05% | 2,200 | -200 | -8.3% | -$9.82万 | 减仓 |
| RTX | RTX CORPORATION | $101.79万 | 0.05% | 5,365 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $97.76万 | 0.04% | 2,642 | 2,642 | — | $97.76万 | 新建仓 |
| MMM | 3M CO | $97.02万 | 0.04% | 5,992 | -260 | -4.2% | -$4.21万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $92.27万 | 0.04% | 4,932 | 4,932 | — | $92.27万 | 新建仓 |
| CVS | CVS HEALTH CORP | $91.95万 | 0.04% | 8,888 | 923 | 11.6% | $9.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $91.46万 | 0.04% | 10,618 | 10,618 | — | $91.46万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $87.31万 | 0.04% | 9,523 | 13 | 0.1% | $1,192 | 加仓 |
| T | AT&T INC | $86.17万 | 0.04% | 41,630 | -5,120 | -11.0% | -$10.60万 | 减仓 |
| IHF | ISHARES TR | $86.15万 | 0.04% | 15,570 | 513 | 3.4% | $2.84万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $85.24万 | 0.04% | 7,300 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $84.38万 | 0.04% | 9,400 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $82.83万 | 0.04% | 7,594 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $79.86万 | 0.04% | 2,168 | 80 | 3.8% | $2.95万 | 加仓 |
| ACM | AECOM | $79.57万 | 0.04% | 11,400 | -7,821 | -40.7% | -$54.59万 | 减仓 |
| IDXX | IDEXX LABS INC | $79.49万 | 0.04% | 1,510 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $78.63万 | 0.04% | 38,850 | -35,175 | -47.5% | -$71.19万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $76.47万 | 0.03% | 3,059 | 118 | 4.0% | $2.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $75.92万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $74.89万 | 0.03% | 12,997 | -1,000 | -7.1% | -$5.76万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $74.41万 | 0.03% | 1,650 | -245 | -12.9% | -$11.05万 | 减仓 |
| SBUX | STARBUCKS CORP | $69.49万 | 0.03% | 6,800 | 150 | 2.3% | $1.53万 | 加仓 |
| OIH | VANECK ETF TRUST | $68.34万 | 0.03% | 1,837 | 74 | 4.2% | $2.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.19万 | 0.03% | 1,360 | -293 | -17.7% | -$14.69万 | 减仓 |
| SHOP | SHOPIFY INC | $64.40万 | 0.03% | 5,640 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $62.80万 | 0.03% | 38,625 | -54,495 | -58.5% | -$88.61万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.47万 | 0.03% | 4,566 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $61.68万 | 0.03% | 6,880 | -1,700 | -19.8% | -$15.24万 | 减仓 |
| LEN | LENNAR CORP | $60.35万 | 0.03% | 6,669 | -20 | -0.3% | -$1,810 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $59.85万 | 0.03% | 13,200 | -7,400 | -35.9% | -$33.55万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $53.05万 | 0.02% | 2,503 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $51.65万 | 0.02% | 1,500 | 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 |
| LRCX | LAM RESEARCH CORP | $49.88万 | 0.02% | 1,151 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $49.06万 | 0.02% | 9,238 | 9,238 | — | $49.06万 | 新建仓 |
| DIS | DISNEY WALT CO | $45.40万 | 0.02% | 4,717 | -870 | -15.6% | -$8.37万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $45.30万 | 0.02% | 1,675 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $45.23万 | 0.02% | 5,750 | -1,109 | -16.2% | -$8.72万 | 减仓 |
| PFE | PFIZER INC | $43.36万 | 0.02% | 18,005 | -1,798 | -9.1% | -$4.33万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $42.86万 | 0.02% | 10,123 | -894 | -8.1% | -$3.79万 | 减仓 |
| EMR | EMERSON ELEC CO | $40.80万 | 0.02% | 2,850 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $39.36万 | 0.02% | 3,013 | 113 | 3.9% | $1.48万 | 加仓 |
| SO | SOUTHERN CO | $39.24万 | 0.02% | 4,100 | -358 | -8.0% | -$3.43万 | 减仓 |
| USB | US BANCORP | $37.60万 | 0.02% | 6,225 | 200 | 3.3% | $1.21万 | 加仓 |
| — | ELECTRONIC ARTS INC | $37.11万 | 0.02% | 1,810 | -225 | -11.1% | -$4.61万 | 减仓 |
| CROX | CROCS INC | $36.67万 | 0.02% | 3,040 | -250 | -7.6% | -$3.02万 | 减仓 |
| EIX | EDISON INTL | $36.08万 | 0.02% | 4,846 | -5,482 | -53.1% | -$40.81万 | 减仓 |
| MS | MORGAN STANLEY | $35.54万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $35.05万 | 0.02% | 4,830 | 1,125 | 30.4% | $8.16万 | 加仓 |
| SMH | VANECK ETF TRUST | $34.17万 | 0.02% | 521 | 521 | — | $34.17万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $33.27万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $32.74万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $32.13万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $31.94万 | 0.01% | 13,010 | -13,066 | -50.1% | -$32.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $29.62万 | 0.01% | 4,117 | 1,002 | 32.2% | $7.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $29.56万 | 0.01% | 2,750 | 75 | 2.8% | $8,062 | 加仓 |