DRH Investments, Inc.
THOUSAND OAKS CA · SEC CIK 0001630709
$1.26亿2026Q2 申报市值
20持仓数
97.7%前十大占比 · 第一大 20.0%
7 / 3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
ABNB 加仓+$100.23万
DIS 加仓+$55.09万
ISHARES TR 新建仓+$31.82万
ADBE 新建仓+$31.02万
ADSK 新建仓+$30.93万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$695.59万
DEO 减仓-$184.84万
CHE 减仓-$104.74万
WDFC 减仓-$69.36万
HSY 减仓-$47.16万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC COM | $2,530.95万 | 20.03% | 23,767 | -6,532 | -21.6% | -$695.59万 | 减仓 |
| GOOG | ALPHABET INC | $2,025.00万 | 16.03% | 57,312 | -390 | -0.7% | -$13.78万 | 减仓 |
| CSX | CSX CORP | $1,428.49万 | 11.31% | 300,544 | -1,300 | -0.4% | -$6.18万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,252.95万 | 9.92% | 35,370 | -19 | -0.1% | -$6,731 | 减仓 |
| UNP | UNION PAC CORP | $1,043.50万 | 8.26% | 38,364 | -1,494 | -3.7% | -$40.64万 | 减仓 |
| HSY | HERSHEY COMPANY COM USD1.00 | $977.26万 | 7.74% | 55,700 | -2,688 | -4.6% | -$47.16万 | 减仓 |
| DIS | DISNEY WALT CO COM | $873.13万 | 6.91% | 90,715 | 5,724 | 6.7% | $55.09万 | 加仓 |
| CHE | CHEMED CORP NEW | $867.02万 | 6.86% | 18,616 | -2,249 | -10.8% | -$104.74万 | 减仓 |
| WDFC | WD 40 CO COM | $832.20万 | 6.59% | 34,157 | -2,847 | -7.7% | -$69.36万 | 减仓 |
| ABNB | AIRBNB INC | $507.02万 | 4.01% | 35,431 | 7,004 | 24.6% | $100.23万 | 加仓 |
| DEO | DIAGEO PLC | $93.26万 | 0.74% | 11,603 | -22,996 | -66.5% | -$184.84万 | 减仓 |
| — | ISHARES TR | $31.82万 | 0.25% | 5,216 | 5,216 | — | $31.82万 | 新建仓 |
| ADBE | ADOBE INC COM | $31.02万 | 0.25% | 1,513 | 1,513 | — | $31.02万 | 新建仓 |
| ADSK | AUTODESK INC | $30.93万 | 0.24% | 1,591 | 1,591 | — | $30.93万 | 新建仓 |
| INTU | INTUIT INC | $30.64万 | 0.24% | 1,174 | 1,174 | — | $30.64万 | 新建仓 |
| CRM | SALESFORCE INC COM | $30.22万 | 0.24% | 1,929 | 1,929 | — | $30.22万 | 新建仓 |
| — | ISHARES TR | $29.44万 | 0.23% | 7,359 | -28 | -0.4% | -$1,120 | 减仓 |
| — | ISHARES SILVER TR | $16.06万 | 0.13% | 1,606 | 1,606 | — | $16.06万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.88万 | 0.01% | 110 | 110 | — | $1.88万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,001 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $0 | 0.00% | 0 | -5,235 | -100.0% | -$43.45万 | 清仓 |
| — | PINTEREST INC | $0 | 0.00% | 0 | -564 | -100.0% | -$31.30万 | 清仓 |
| — | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -268 | -100.0% | -$23.64万 | 清仓 |