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Hobart Private Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hobart Private Capital, LLC
报告期 2026-03-31 · CIK 0001767062
持仓数
132
前50大市值合计
$458.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
19Q3
19Q2
19Q1
18Q4
18Q3
18Q2
18Q1
17Q4
19Q4 调仓
2019-09-30 → 2019-12-31 · 共 150 项
建仓 19
增持 95
减持 25
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES TR
+$3.9M
38,289
建仓
SIZE
ISHARES TR
+$2.8M
28,479
增持
GOVT
ISHARES TR
+$2.4M
383,923
+34%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
USMV
ISHARES TR
-$2.0M
42,187
-43%
增持
IEMG
ISHARES INC
+$1.6M
91,687
+33%
清仓
MTUM
ISHARES TR
-$1.5M
0
-100%
减持
NEAR
ISHARES US ETF TR
-$1.5M
66,884
-31%
减持
ITOT
ISHARES TR
-$1.5M
55,358
-33%
减持
LQD
ISHARES TR
-$1.1M
2,460
-78%
增持
IVV
ISHARES TR
+$1.1M
43,678
+0%
增持
PFE
PFIZER INC
+$1.1M
52,114
+89%
清仓
—
TOTAL S A
-$988.2K
0
-100%
增持
AMGN
AMGEN INC
+$659.4K
4,054
+147%
增持
—
EXXON MOBIL CORP
+$567.2K
40,269
+27%
减持
UPS
UNITED PARCEL SERVICE INC
-$561.6K
7,838
-37%
减持
PEP
PEPSICO INC
-$527.4K
5,787
-40%
增持
CSCO
CISCO SYS INC
+$525.0K
19,170
+140%
建仓
IWF
ISHARES TR
+$504.9K
2,870
建仓
IWS
ISHARES TR
+$494.1K
5,214
清仓
XLRE
SELECT SECTOR SPDR TR
-$491.9K
0
-100%
增持
HYG
ISHARES TR
+$484.7K
9,911
+123%
建仓
—
ROYAL DUTCH SHELL PLC
+$483.8K
8,068
建仓
IYY
ISHARES TR
+$480.9K
3,012
增持
AAPL
APPLE INC
+$475.0K
6,307
+3%
建仓
FIDU
FIDELITY COVINGTON TR
+$473.2K
11,256
建仓
FUTY
FIDELITY COVINGTON TR
+$473.0K
11,181
清仓
IJR
ISHARES TR
-$457.5K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$423.6K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$397.9K
3,906
增持
ABBV
ABBVIE INC
+$397.2K
24,588
+5%
清仓
IWM
ISHARES TR
-$385.8K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$384.7K
12,498
建仓
ES
EVERSOURCE ENERGY
+$379.9K
4,466
建仓
NEE
NEXTERA ENERGY INC
+$361.5K
1,493
减持
VTR
VENTAS INC
-$351.9K
15,149
-10%
增持
PNC
PNC FINL SVCS GROUP INC
+$342.4K
6,078
+36%
增持
—
LYONDELLBASELL INDUSTRIES N
+$303.2K
7,989
+58%
清仓
CNP
CENTERPOINT ENERGY INC
-$295.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$293.1K
0
-100%
清仓
EXC
EXELON CORP
-$284.4K
0
-100%
建仓
AVY
AVERY DENNISON CORP
+$273.5K
2,091
增持
IGIB
ISHARES TR
+$273.1K
75,161
+7%
增持
PM
PHILIP MORRIS INTL INC
+$266.5K
21,222
+5%
建仓
GLD
SPDR GOLD TRUST
+$265.2K
1,856
增持
NGG
NATIONAL GRID PLC
+$250.3K
22,124
+5%
减持
IXN
ISHARES TR
+$247.0K
11,541
-2%
增持
—
GLAXOSMITHKLINE PLC
+$244.1K
37,009
+6%
增持
PPL
PPL CORP
+$228.9K
38,528
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$224.8K
34,397
+10%
增持
MBB
ISHARES TR
+$217.5K
35,677
+6%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$217.2K
0
-100%
增持
GSY
INVESCO ACTIVELY MANAGD ETF
+$211.5K
11,590
+57%
清仓
STZ
CONSTELLATION BRANDS INC
-$211.4K
0
-100%
建仓
—
STORE CAP CORP
+$209.7K
5,631
建仓
SPEM
SPDR INDEX SHS FDS
+$206.0K
5,480
增持
BAC
BANK AMER CORP
+$203.9K
24,110
+9%
建仓
IUSB
ISHARES TR
+$202.8K
3,891
增持
UNH
UNITEDHEALTH GROUP INC
+$187.2K
1,781
+15%
增持
T
AT&T INC
+$184.0K
60,905
+5%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$179.3K
9,655
+11%
减持
IJH
ISHARES TR
-$177.6K
2,604
-29%
减持
IEFA
ISHARES TR
+$173.1K
88,573
-4%
减持
IEF
ISHARES TR
-$167.6K
6,716
-17%
增持
BBY
BEST BUY INC
+$167.1K
6,208
+13%
增持
MO
ALTRIA GROUP INC
+$164.7K
15,442
+4%
减持
SO
SOUTHERN CO
-$162.8K
16,738
-16%
增持
CVX
CHEVRON CORP NEW
+$155.2K
15,929
+7%
增持
—
ROYAL CARIBBEAN CRUISES LTD
+$153.2K
4,079
+13%
增持
ENB
ENBRIDGE INC
+$151.4K
24,037
+5%
增持
—
LAM RESEARCH CORP
+$147.6K
1,914
+7%
减持
SPAB
SPDR SERIES TRUST
-$141.2K
8,776
-35%
增持
VOO
VANGUARD INDEX FDS
+$137.9K
4,567
+3%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
+$137.8K
1,946
+12%
增持
DIS
DISNEY WALT CO
+$137.6K
5,093
+11%
增持
MS
MORGAN STANLEY
+$135.9K
8,979
+19%
增持
JPM
JPMORGAN CHASE & CO
+$126.9K
3,493
+14%
增持
META
FACEBOOK INC
+$126.5K
2,959
+10%
减持
FLOT
ISHARES TR
-$124.3K
8,878
-21%
增持
—
EATON CORP PLC
+$119.2K
5,128
+16%
增持
MRK
MERCK & CO INC
+$118.2K
6,962
+14%
增持
D
DOMINION ENERGY INC
+$116.1K
20,361
+5%
增持
CFG
CITIZENS FINL GROUP INC
+$116.0K
11,569
+16%
增持
BTI
BRITISH AMERN TOB PLC
+$115.6K
16,207
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$115.1K
74,452
+5%
增持
—
RAYTHEON CO
+$112.9K
2,338
+14%
增持
MSFT
MICROSOFT CORP
+$111.5K
3,744
+9%
增持
CDW
CDW CORP
+$106.7K
3,697
+8%
增持
INTC
INTEL CORP
+$104.1K
7,862
+11%
增持
—
ACCENTURE PLC IRELAND
+$103.7K
2,685
+12%
减持
RWR
SPDR SERIES TRUST
-$101.8K
2,634
-26%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$101.1K
1,335
+17%
增持
AZO
AUTOZONE INC
+$99.1K
370
+17%
增持
GILD
GILEAD SCIENCES INC
+$97.3K
19,212
+6%
建仓
EZPW
EZCORP INC
+$96.8K
14,187
建仓
—
ASSERTIO THERAPEUTICS INC
+$96.1K
76,862
增持
GOOGL
ALPHABET INC
+$95.4K
352
+14%
增持
MET
METLIFE INC
+$94.6K
8,769
+17%
增持
NSC
NORFOLK SOUTHERN CORP
+$93.5K
2,338
+17%
增持
—
HILL ROM HLDGS INC
+$91.1K
3,779
+18%
增持
AXP
AMERICAN EXPRESS CO
+$89.6K
4,300
+14%
增持
CM
CDN IMPERIAL BK COMM TORONTO
+$89.6K
21,015
+5%
增持
SYY
SYSCO CORP
+$87.5K
5,282
+15%
增持
MA
MASTERCARD INC
+$84.8K
1,641
+10%
增持
V
VISA INC
+$80.5K
2,434
+11%
减持
AMT
AMERICAN TOWER CORP NEW
-$78.3K
1,046
-27%
增持
FIS
FIDELITY NATL INFORMATION SV
+$75.6K
3,029
+16%
增持
DAL
DELTA AIR LINES INC DEL
+$73.9K
7,376
+19%
增持
STWD
STARWOOD PPTY TR INC
+$71.5K
16,981
+17%
减持
EFA
ISHARES TR
-$69.4K
17,620
-11%
增持
TMUS
T MOBILE US INC
+$66.7K
5,498
+19%
增持
BP
BP PLC
+$63.1K
46,495
+4%
增持
WELL
WELLTOWER INC
-$62.4K
12,609
+5%
增持
RF
REGIONS FINL CORP NEW
+$61.3K
30,183
+5%
增持
—
AMCOR PLC
+$60.1K
38,340
+5%
增持
PKG
PACKAGING CORP AMER
+$59.0K
2,727
+17%
减持
PLD
PROLOGIS INC
-$58.1K
2,580
-24%
增持
MDLZ
MONDELEZ INTL INC
+$58.0K
7,762
+16%
增持
WMT
WALMART INC
+$57.1K
6,061
+8%
增持
CMCSA
COMCAST CORP NEW
+$57.0K
9,850
+15%
增持
KMB
KIMBERLY CLARK CORP
+$56.8K
6,929
+10%
增持
HYS
PIMCO ETF TR
+$54.5K
3,098
+21%
增持
DHI
D R HORTON INC
+$54.1K
9,023
+13%
增持
VEA
VANGUARD TAX MANAGED INTL FD
+$53.5K
10,462
+5%
增持
WM
WASTE MGMT INC DEL
+$52.0K
4,562
+12%
减持
TOTL
SSGA ACTIVE ETF TR
-$50.1K
12,140
-7%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$49.9K
9,248
+11%
增持
ANGL
VANECK VECTORS ETF TRUST
+$47.3K
9,886
+17%
增持
—
INVESCO LTD
+$46.0K
25,887
+5%
增持
SYK
STRYKER CORP
+$44.9K
2,286
+14%
增持
JNJ
JOHNSON & JOHNSON
+$41.8K
1,752
+6%
减持
IWB
ISHARES TR
-$36.6K
12,050
-9%
增持
SRLN
SSGA ACTIVE ETF TR
+$35.9K
5,704
+15%
增持
VTV
VANGUARD INDEX FDS
+$34.7K
2,222
+7%
增持
HD
HOME DEPOT INC
+$34.5K
2,029
+15%
增持
EMB
ISHARES TR
+$34.3K
15,683
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$34.3K
1,747
-2%
增持
TLT
ISHARES TR
+$34.2K
9,682
+8%
增持
TRP
TC ENERGY CORP
+$33.1K
8,555
+5%
增持
VUG
VANGUARD INDEX FDS
+$31.7K
1,492
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$31.3K
3,946
+0%
减持
KO
COCA COLA CO
-$30.9K
35,123
-3%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$30.3K
3,732
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$27.1K
15,189
-11%
增持
IGSB
ISHARES TR
+$26.1K
6,666
+8%
减持
EEM
ISHARES TR
+$25.4K
25,131
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$24.7K
4,484
-17%
增持
OXY
OCCIDENTAL PETE CORP
-$18.5K
16,622
+5%
增持
OKE
ONEOK INC NEW
+$16.9K
3,714
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.9K
1,663
+1%
增持
PG
PROCTER & GAMBLE CO
+$16.6K
6,243
+2%