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 |
|---|---|---|---|---|---|---|---|---|
| EVR | EVERCORE INC | $25.37万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $24.93万 | 0.01% | 3,705 | -3,915 | -51.4% | -$26.35万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $24.59万 | 0.01% | 1,151 | 1,151 | — | $24.59万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $24.58万 | 0.01% | 2,615 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $24.37万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $24.02万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $23.85万 | 0.01% | 2,610 | 2,610 | — | $23.85万 | 新建仓 |
| RPM | RPM INTL INC | $22.61万 | 0.01% | 2,275 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $22.40万 | 0.01% | 1,200 | -1,850 | -60.7% | -$34.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.56万 | 0.01% | 1,042 | 1,042 | — | $21.56万 | 新建仓 |
| HEI | HEICO CORP NEW | $21.25万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $21.19万 | 0.01% | 1,163 | 1,163 | — | $21.19万 | 新建仓 |
| BIIB | BIOGEN INC | $21.17万 | 0.01% | 1,155 | -575 | -33.2% | -$10.54万 | 减仓 |
| CWB | SPDR SERIES TRUST | $20.91万 | 0.01% | 2,285 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.88万 | 0.01% | 971 | 44 | 4.7% | $9,463 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $20.66万 | 0.01% | 1,825 | 1,825 | — | $20.66万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.56万 | 0.01% | 3,115 | 3,115 | — | $20.56万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $18.86万 | 0.01% | 15,000 | -345 | -2.2% | -$4,337 | 减仓 |
| — | HYPERION DEFI INC | $17.90万 | 0.01% | 51,875 | 5,200 | 11.1% | $1.79万 | 加仓 |
| FSK | FS KKR CAP CORP | $17.55万 | 0.01% | 17,237 | 0 | 0.0% | — | 不变 |
| — | PROFESIONALLY MANAGED PORTFO | $16.89万 | 0.01% | 11,971 | 11,971 | — | $16.89万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $7.63万 | 0.00% | 15,000 | 4,410 | 41.6% | $2.24万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $4.03万 | 0.00% | 16,529 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -72,894 | -100.0% | -$334.51万 | 清仓 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | -24,993 | -100.0% | -$220.36万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -84,326 | -100.0% | -$166.54万 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -76,675 | -100.0% | -$151.51万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -3,557 | -100.0% | -$150.13万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -179,750 | -100.0% | -$142.90万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -24,935 | -100.0% | -$79.22万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -15,646 | -100.0% | -$73.57万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,922 | -100.0% | -$60.97万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,446 | -100.0% | -$55.31万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,840 | -100.0% | -$28.19万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.50万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,191 | -100.0% | -$20.02万 | 清仓 |