DRH Investments, Inc.
THOUSAND OAKS CA · SEC CIK 0001630709
$1.23亿2026Q1 申报市值
16持仓数
94.2%前十大占比 · 第一大 17.4%
3 / 2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
DEO 加仓+$180.59万
CHE 加仓+$64.59万
ISHARES TR 新建仓+$43.45万
PINTEREST INC 新建仓+$31.30万
PAYPAL HLDGS INC 新建仓+$23.64万
2026Q1 卖出最多 按季末市值估算
SPDR S&P 500 ETF 清仓-$8.83万
ABNB 减仓-$7.91万
DIS 减仓-$7.57万
SPDR S&P 500 ETF 清仓-$2.64万
CAT 减仓-$1.77万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,318 | -100.0% | -$8.83万 | 清仓 |
| — | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -1,318 | -100.0% | -$2.64万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $958 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PAYPAL HLDGS INC | $23.64万 | 0.19% | 268 | 268 | — | $23.64万 | 新建仓 |
| — | PINTEREST INC | $31.30万 | 0.25% | 564 | 564 | — | $31.30万 | 新建仓 |
| — | ISHARES TR | $43.45万 | 0.35% | 5,235 | 5,235 | — | $43.45万 | 新建仓 |
| DEO | DIAGEO PLC | $257.59万 | 2.09% | 34,599 | 24,257 | 234.5% | $180.59万 | 加仓 |
| ABNB | AIRBNB INC | $358.98万 | 2.91% | 28,427 | -626 | -2.2% | -$7.91万 | 减仓 |
| WDFC | WD 40 CO COM | $754.66万 | 6.13% | 37,004 | 110 | 0.3% | $2.24万 | 加仓 |
| CHE | CHEMED CORP NEW | $788.15万 | 6.40% | 20,865 | 1,710 | 8.9% | $64.59万 | 加仓 |
| — | ISHARES TR | $805.82万 | 6.54% | 7,387 | -9 | -0.1% | -$9,818 | 减仓 |
| DIS | DISNEY WALT CO COM | $819.14万 | 6.65% | 84,991 | -785 | -0.9% | -$7.57万 | 减仓 |
| UNP | UNION PAC CORP | $967.03万 | 7.85% | 39,858 | 259 | 0.7% | $6.28万 | 加仓 |
| HSY | HERSHEY COMPANY COM USD1.00 | $1,213.83万 | 9.85% | 58,388 | -72 | -0.1% | -$1.50万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,214.62万 | 9.86% | 35,389 | 127 | 0.4% | $4.36万 | 加仓 |
| CSX | CSX CORP | $1,239.07万 | 10.06% | 301,844 | 1,348 | 0.4% | $5.53万 | 加仓 |
| GOOG | ALPHABET INC | $1,655.24万 | 13.44% | 57,702 | -17 | -0.0% | -$4,877 | 减仓 |
| CAT | CATERPILLAR INC COM | $2,146.56万 | 17.42% | 30,299 | -25 | -0.1% | -$1.77万 | 减仓 |