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 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | $29.52万 | 0.01% | 15,447 | -137 | -0.9% | -$2,618 | 减仓 |
| LIN | LINDE PLC | $29.37万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $29.02万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $28.01万 | 0.01% | 1,917 | -83 | -4.2% | -$1.21万 | 减仓 |
| COP | CONOCOPHILLIPS | $27.81万 | 0.01% | 2,675 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $27.60万 | 0.01% | 775 | 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 |
| BRC | BRADY CORP | $27.47万 | 0.01% | 3,000 | 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 |
| MCK | MCKESSON CORP | $26.45万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $26.40万 | 0.01% | 2,375 | 100 | 4.4% | $1.11万 | 加仓 |
| BIIB | BIOGEN INC | $24.95万 | 0.01% | 1,155 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $24.64万 | 0.01% | 2,285 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $24.13万 | 0.01% | 2,615 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.98万 | 0.01% | 971 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $18.10万 | 0.01% | 17,237 | 0 | 0.0% | — | 不变 |
| — | PROFESIONALLY MANAGED PORTFO | $17.08万 | 0.01% | 12,414 | 443 | 3.7% | $6,096 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $13.28万 | 0.01% | 15,002 | 2 | 0.0% | $18 | 加仓 |
| — | HYPERION DEFI INC | $5.43万 | 0.00% | 17,300 | -34,575 | -66.7% | -$10.86万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $3.44万 | 0.00% | 16,529 | 0 | 0.0% | — | 不变 |
| 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 |