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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.48亿 | 6.70% | 511,759 | -22,684 | -4.2% | -$656.38万 | 减仓 |
| GOOGL | ALPHABET INC | $1.21亿 | 5.47% | 338,423 | 4,618 | 1.4% | $165.03万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1.05亿 | 4.77% | 244,395 | -5,825 | -2.3% | -$251.33万 | 减仓 |
| META | META PLATFORMS INC | $9,073.01万 | 4.10% | 161,072 | 1,586 | 1.0% | $89.34万 | 加仓 |
| AMZN | AMAZON COM INC | $8,304.88万 | 3.76% | 348,447 | 22,012 | 6.7% | $524.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,249.16万 | 3.73% | 412,272 | -17,995 | -4.2% | -$360.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,513.64万 | 3.40% | 201,427 | -7,362 | -3.5% | -$274.62万 | 减仓 |
| GOOG | ALPHABET INC | $6,659.99万 | 3.01% | 188,492 | -7,488 | -3.8% | -$264.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,825.47万 | 2.64% | 62,273 | -640 | -1.0% | -$59.87万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $5,789.85万 | 2.62% | 209,648 | -6,824 | -3.2% | -$188.46万 | 减仓 |
| LLY | ELI LILLY & CO | $5,559.04万 | 2.51% | 46,347 | -95 | -0.2% | -$11.39万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $4,431.09万 | 2.00% | 193,751 | 63,719 | 49.0% | $1,457.25万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,797.29万 | 1.72% | 22,371 | 8,142 | 57.2% | $1,382.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,792.44万 | 1.72% | 112,119 | -5,153 | -4.4% | -$174.30万 | 减仓 |
| NU | NU HLDGS LTD | $3,081.41万 | 1.39% | 2,306,445 | -273,273 | -10.6% | -$365.09万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3,077.98万 | 1.39% | 132,046 | -1,249 | -0.9% | -$29.11万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3,072.51万 | 1.39% | 103,080 | -325 | -0.3% | -$9.69万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,998.68万 | 1.36% | 137,271 | 59,648 | 76.8% | $1,303.01万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,910.72万 | 1.32% | 130,596 | -687 | -0.5% | -$15.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,698.15万 | 1.22% | 23,375 | -3,325 | -12.5% | -$383.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,397.40万 | 1.08% | 31,415 | -495 | -1.6% | -$37.78万 | 减仓 |
| CMI | CUMMINS INC | $2,332.32万 | 1.05% | 32,702 | -684 | -2.0% | -$48.78万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,315.83万 | 1.05% | 91,185 | -1,296 | -1.4% | -$32.91万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,242.14万 | 1.01% | 265,091 | 100,801 | 61.4% | $852.57万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,219.21万 | 1.00% | 180,263 | -1,570 | -0.9% | -$19.33万 | 减仓 |
| APP | APPLOVIN CORP | $2,197.82万 | 0.99% | 42,657 | -2,840 | -6.2% | -$146.33万 | 减仓 |
| QCOM | QUALCOMM INC | $2,184.35万 | 0.99% | 118,207 | -10,759 | -8.3% | -$198.82万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,169.99万 | 0.98% | 37,355 | -1,015 | -2.6% | -$58.96万 | 减仓 |
| ADBE | ADOBE INC | $2,121.66万 | 0.96% | 103,486 | 9,531 | 10.1% | $195.40万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,041.69万 | 0.92% | 49,163 | -844 | -1.7% | -$35.05万 | 减仓 |
| ECL | ECOLAB INC | $1,870.69万 | 0.85% | 67,144 | -400 | -0.6% | -$11.14万 | 减仓 |
| IBB | ISHARES TR | $1,839.42万 | 0.83% | 96,715 | -939 | -1.0% | -$17.86万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,790.23万 | 0.81% | 69,964 | -2,000 | -2.8% | -$51.18万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,684.60万 | 0.76% | 94,513 | -887 | -0.9% | -$15.81万 | 减仓 |
| INTU | INTUIT | $1,682.52万 | 0.76% | 64,464 | -2,152 | -3.2% | -$56.17万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,637.12万 | 0.74% | 39,389 | -1,484 | -3.6% | -$61.68万 | 减仓 |
| LOW | LOWES COS INC | $1,596.32万 | 0.72% | 72,399 | -8,567 | -10.6% | -$188.89万 | 减仓 |
| V | VISA INC | $1,448.66万 | 0.66% | 42,224 | -6,279 | -12.9% | -$215.43万 | 减仓 |
| XBI | SPDR SERIES TRUST | $1,422.90万 | 0.64% | 89,915 | -1,505 | -1.6% | -$23.82万 | 减仓 |
| UNP | UNION PAC CORP | $1,396.48万 | 0.63% | 51,341 | -1,275 | -2.4% | -$34.68万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,362.81万 | 0.62% | 80,802 | -1,585 | -1.9% | -$26.73万 | 减仓 |
| WMT | WALMART INC | $1,330.54万 | 0.60% | 117,477 | 450 | 0.4% | $5.10万 | 加仓 |
| SE | SEA LTD | $1,286.31万 | 0.58% | 134,228 | -2,970 | -2.2% | -$28.46万 | 减仓 |
| NVS | NOVARTIS AG | $1,256.06万 | 0.57% | 80,147 | -1,636 | -2.0% | -$25.64万 | 减仓 |
| CART | MAPLEBEAR INC | $1,255.24万 | 0.57% | 265,098 | -11,225 | -4.1% | -$53.15万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,243.37万 | 0.56% | 39,492 | -820 | -2.0% | -$25.82万 | 减仓 |
| GWW | WW GRAINGER INC | $1,241.91万 | 0.56% | 9,129 | -130 | -1.4% | -$17.69万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,236.03万 | 0.56% | 171,290 | 3,405 | 2.0% | $24.57万 | 加仓 |
| ADSK | AUTODESK INC | $1,219.78万 | 0.55% | 62,739 | -870 | -1.4% | -$16.91万 | 减仓 |
| ABNB | AIRBNB INC | $1,202.21万 | 0.54% | 84,012 | -1,973 | -2.3% | -$28.23万 | 减仓 |
| ABBV | ABBVIE INC | $1,155.98万 | 0.52% | 45,938 | -315 | -0.7% | -$7.93万 | 减仓 |
| QXO | QXO INC | $1,151.55万 | 0.52% | 666,405 | -190,563 | -22.2% | -$329.29万 | 减仓 |
| GLW | CORNING INC | $1,148.54万 | 0.52% | 44,965 | -5,050 | -10.1% | -$128.99万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,146.87万 | 0.52% | 51,211 | -33,526 | -39.6% | -$750.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,133.59万 | 0.51% | 28,505 | -175 | -0.6% | -$6.96万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,074.44万 | 0.49% | 118,775 | -225 | -0.2% | -$2.04万 | 减仓 |
| RDDT | REDDIT INC | $1,041.18万 | 0.47% | 59,983 | -1,167 | -1.9% | -$20.26万 | 减仓 |
| DE | DEERE & CO | $1,024.57万 | 0.46% | 16,152 | 40 | 0.2% | $2.54万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $951.12万 | 0.43% | 58,358 | 25 | 0.0% | $4,075 | 加仓 |
| MA | MASTERCARD INCORPORATED | $941.22万 | 0.43% | 18,326 | -10,156 | -35.7% | -$521.61万 | 减仓 |
| AMGN | AMGEN INC | $907.76万 | 0.41% | 25,068 | -449 | -1.8% | -$16.26万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $889.35万 | 0.40% | 71,468 | 14,189 | 24.8% | $176.57万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $886.10万 | 0.40% | 91,464 | -4,775 | -5.0% | -$46.26万 | 减仓 |
| PAYX | PAYCHEX INC | $848.99万 | 0.38% | 86,341 | -70,407 | -44.9% | -$692.31万 | 减仓 |
| AN | AUTONATION INC | $848.69万 | 0.38% | 45,680 | 10 | 0.0% | $1,858 | 加仓 |
| DHI | D R HORTON INC | $834.69万 | 0.38% | 51,246 | -2,650 | -4.9% | -$43.16万 | 减仓 |
| CSCO | CISCO SYS INC | $811.64万 | 0.37% | 69,100 | -4,350 | -5.9% | -$51.09万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $801.62万 | 0.36% | 25,482 | -270 | -1.0% | -$8.49万 | 减仓 |
| ORCL | ORACLE CORP | $750.28万 | 0.34% | 51,196 | -1,699 | -3.2% | -$24.90万 | 减仓 |
| MRK | MERCK & CO INC | $707.01万 | 0.32% | 55,020 | -209 | -0.4% | -$2.69万 | 减仓 |
| TRMB | TRIMBLE INC | $675.25万 | 0.31% | 131,936 | -8,300 | -5.9% | -$42.48万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $667.52万 | 0.30% | 74,600 | -21,361 | -22.3% | -$191.14万 | 减仓 |
| FDX | FEDEX CORP | $648.41万 | 0.29% | 20,707 | -250 | -1.2% | -$7.83万 | 减仓 |
| CAT | CATERPILLAR INC | $617.43万 | 0.28% | 5,798 | -10 | -0.2% | -$1.06万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $605.77万 | 0.27% | 197,255 | -49,610 | -20.1% | -$152.35万 | 减仓 |
| ASML | ASML HLDG NV | $594.64万 | 0.27% | 2,989 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $566.34万 | 0.26% | 11,318 | 208 | 1.9% | $10.41万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $544.70万 | 0.25% | 24,018 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $531.17万 | 0.24% | 14,163 | 150 | 1.1% | $5.63万 | 加仓 |
| BAC | BANK OF AMER CORP | $525.63万 | 0.24% | 92,248 | -2,731 | -2.9% | -$15.56万 | 减仓 |
| HD | HOME DEPOT INC | $510.08万 | 0.23% | 14,463 | -575 | -3.8% | -$20.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $469.87万 | 0.21% | 6,292 | 4,155 | 194.4% | $310.29万 | 重新持有 |
| RL | RALPH LAUREN CORP | $438.74万 | 0.20% | 10,930 | -700 | -6.0% | -$28.10万 | 减仓 |
| SHV | ISHARES TR | $426.67万 | 0.19% | 38,665 | 1,108 | 3.0% | $12.23万 | 加仓 |
| NFLX | NETFLIX INC. | $424.32万 | 0.19% | 59,428 | 54,728 | 1,164.4% | $390.76万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $423.45万 | 0.19% | 14,215 | -200 | -1.4% | -$5.96万 | 减仓 |
| COMP | COMPASS INC | $409.39万 | 0.19% | 332,030 | 3,555 | 1.1% | $4.38万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $407.84万 | 0.18% | 94,451 | -2,324 | -2.4% | -$10.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $402.27万 | 0.18% | 14,305 | -250 | -1.7% | -$7.03万 | 减仓 |
| FAST | FASTENAL CO | $369.86万 | 0.17% | 77,006 | -450 | -0.6% | -$2.16万 | 减仓 |
| ZTS | ZOETIS INC | $365.54万 | 0.17% | 50,868 | 32,231 | 172.9% | $231.61万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $352.77万 | 0.16% | 9,048 | 8,448 | 1,408.0% | $329.38万 | 加仓 |
| DAL | DELTA AIR LINES INC | $341.96万 | 0.15% | 36,511 | 36,511 | — | $341.96万 | 新建仓 |
| AVGO | BROADCOM INC | $341.49万 | 0.15% | 9,040 | -88 | -1.0% | -$3.32万 | 减仓 |
| GRMN | GARMIN LTD | $337.90万 | 0.15% | 14,225 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $324.47万 | 0.15% | 42,693 | -1,900 | -4.3% | -$14.44万 | 减仓 |
| TOL | TOLL BROTHERS INC | $322.60万 | 0.15% | 19,581 | -18,102 | -48.0% | -$298.23万 | 减仓 |
| GEV | GE VERNOVA INC | $302.88万 | 0.14% | 2,578 | 2,578 | — | $302.88万 | 新建仓 |
| SYY | SYSCO CORP | $301.77万 | 0.14% | 36,105 | 715 | 2.0% | $5.98万 | 加仓 |
| SHY | ISHARES TR | $301.34万 | 0.14% | 36,700 | -1,575 | -4.1% | -$12.93万 | 减仓 |