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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
20Q1 调仓
2019-12-31 → 2020-03-31 · 共 150 项
建仓 22
增持 53
减持 46
清仓 29
方向
标的
Δ市值
现股数(环比)
建仓
ESGU
ISHARES TR
+$4.0M
69,032
减持
IEMG
ISHARES INC
-$3.7M
30,997
-66%
建仓
SHYG
ISHARES TR
+$2.6M
62,925
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。
建仓
ESGE
ISHARES INC
+$2.5M
90,618
减持
ITOT
ISHARES TR
-$1.6M
42,992
-22%
减持
SIZE
ISHARES TR
-$1.5M
17,830
-37%
增持
NEAR
ISHARES U S ETF TR
+$1.5M
99,783
+49%
减持
—
EXXON MOBIL CORP
-$1.4M
36,040
-11%
增持
IVV
ISHARES TR
-$1.1M
50,371
+15%
减持
CVX
CHEVRON CORP NEW
-$943.6K
13,471
-15%
清仓
VTR
VENTAS INC
-$874.7K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$865.9K
15,897
减持
MBB
ISHARES TR
-$834.4K
27,353
-23%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$754.8K
0
-100%
减持
IWB
ISHARES TR
-$694.1K
10,286
-15%
清仓
O
REALTY INCOME CORP
-$693.8K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$685.0K
0
-100%
减持
BP
BP PLC
-$644.1K
45,536
-2%
建仓
XLU
SELECT SECTOR SPDR TR
+$621.9K
11,224
减持
IXN
ISHARES TR
-$587.8K
10,098
-13%
增持
TLT
ISHARES TR
+$562.4K
11,360
+17%
减持
CM
CANADIAN IMP BK COMM
-$558.3K
20,529
-2%
减持
PFE
PFIZER INC
-$551.1K
45,674
-12%
清仓
—
ROYAL CARIBBEAN CRUISES LTD
-$544.5K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$541.0K
11,846
+164%
建仓
—
UNILEVER PLC
+$540.0K
10,678
清仓
IJH
ISHARES TR
-$536.0K
0
-100%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$523.8K
72,955
-2%
减持
—
GLAXOSMITHKLINE PLC
-$515.0K
32,304
-13%
清仓
—
RAYTHEON CO
-$513.8K
0
-100%
清仓
IWF
ISHARES TR
-$504.9K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$483.8K
0
-100%
清仓
IYY
ISHARES TR
-$480.9K
0
-100%
清仓
SYK
STRYKER CORP
-$479.8K
0
-100%
清仓
FIDU
FIDELITY COVINGTON TR
-$473.2K
0
-100%
清仓
FUTY
FIDELITY COVINGTON TR
-$473.0K
0
-100%
减持
HYG
ISHARES TR
-$472.7K
5,176
-48%
清仓
CFG
CITIZENS FINL GROUP INC
-$469.8K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$467.4K
3,995
+129%
减持
PPL
PPL CORP
-$453.4K
37,641
-2%
清仓
SYY
SYSCO CORP
-$451.9K
0
-100%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$449.7K
4,915
清仓
MET
METLIFE INC
-$447.0K
0
-100%
增持
MRK
MERCK & CO. INC
+$443.7K
13,996
+101%
增持
AMZN
AMAZON COM INC
+$442.3K
333
+197%
减持
EFA
ISHARES TR
-$435.8K
14,734
-16%
清仓
DAL
DELTA AIR LINES INC DEL
-$431.3K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$417.1K
5,778
-5%
清仓
—
AMCOR PLC
-$415.6K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$406.7K
1,200
减持
DUK
DUKE ENERGY CORP NEW
-$403.9K
18,816
-11%
增持
WELL
WELLTOWER INC
-$380.7K
14,209
+13%
增持
IEF
ISHARES TR
+$379.3K
9,216
+37%
建仓
—
AON PLC
+$376.8K
2,283
减持
DIS
DISNEY WALT CO
-$368.3K
3,812
-25%
建仓
REGN
REGENERON PHARMACEUTICALS
+$366.7K
751
增持
IGIB
ISHARES TR
+$365.9K
86,012
+14%
增持
T
AT&T INC
-$361.5K
69,250
+14%
减持
ABBV
ABBVIE INC
-$349.6K
23,986
-2%
减持
SO
SOUTHERN CO
-$340.7K
13,401
-20%
增持
GILD
GILEAD SCIENCES INC
+$334.6K
21,174
+10%
减持
EEM
ISHARES TR
-$326.7K
23,467
-7%
减持
EMB
ISHARES TR
-$320.0K
15,273
-3%
清仓
LQD
ISHARES TR
-$314.8K
0
-100%
增持
BAC
BK OF AMERICA CORP
-$311.1K
25,342
+5%
清仓
JNK
SPDR SERIES TRUST
-$306.5K
0
-100%
建仓
—
STERIS PLC
+$297.6K
2,126
建仓
VOX
VANGUARD WORLD FDS
+$296.4K
3,891
增持
USMV
ISHARES TR
-$295.5K
45,769
+8%
减持
NGG
NATIONAL GRID PLC
-$291.1K
18,800
-15%
清仓
OKE
ONEOK INC NEW
-$281.0K
0
-100%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$280.0K
3,785
减持
VZ
VERIZON COMMUNICATIONS INC
-$270.2K
34,279
-0%
清仓
RWR
SPDR SERIES TRUST
-$268.7K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$266.3K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$266.3K
4,580
+0%
减持
MO
ALTRIA GROUP INC
-$260.5K
13,193
-15%
建仓
COP
CONOCOPHILLIPS
+$257.9K
8,375
减持
RF
REGIONS FINANCIAL CORP NEW
-$253.6K
29,466
-2%
建仓
ADBE
ADOBE INC
+$252.7K
794
减持
D
DOMINION ENERGY INC
-$250.4K
19,890
-2%
建仓
NOC
NORTHROP GRUMMAN CORP
+$249.9K
826
清仓
MPC
MARATHON PETE CORP
-$241.2K
0
-100%
建仓
—
PIONEER NAT RES CO
+$235.4K
3,356
减持
—
INVESCO LTD
-$235.1K
25,370
-2%
建仓
AOA
ISHARES TR
+$233.9K
4,928
增持
STWD
STARWOOD PPTY TR INC
-$229.0K
18,841
+11%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$222.9K
0
-100%
建仓
SHV
ISHARES TR
+$219.6K
1,978
增持
KO
COCA COLA CO
-$218.1K
39,004
+11%
减持
BCE
BCE INC
-$211.0K
31,931
-2%
减持
AMGN
AMGEN INC
-$210.8K
3,781
-7%
清仓
—
STORE CAP CORP
-$209.7K
0
-100%
建仓
ABT
ABBOTT LABS
+$204.6K
2,593
增持
PEP
PEPSICO INC
+$204.3K
8,286
+43%
清仓
LMBS
FIRST TR EXCHANGE TRADED FD
-$200.3K
0
-100%
减持
GNL
GLOBAL NET LEASE INC
-$193.0K
24,540
-5%
减持
NSC
NORFOLK SOUTHERN CORP
-$191.8K
1,795
-23%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$186.9K
6,844
-34%
增持
IEFA
ISHARES TR
+$185.2K
119,538
+35%
增持
BTI
BRITISH AMERN TOB PLC
+$174.3K
25,225
+56%
增持
AAPL
APPLE INC
-$163.7K
6,640
+5%
增持
PM
PHILIP MORRIS INTL INC
-$163.6K
22,508
+6%
增持
QUAL
ISHARES TR
-$155.5K
45,800
+20%
增持
AXP
AMERICAN EXPRESS CO
-$155.5K
4,437
+3%
减持
WM
WASTE MGMT INC DEL
-$152.1K
3,973
-13%
增持
VOD
VODAFONE GROUP PLC NEW
-$147.5K
48,574
+15%
增持
BBY
BEST BUY INC
-$143.8K
7,040
+13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$142.1K
3,743
-5%
增持
CDW
CDW CORP
-$141.5K
4,145
+12%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$136.4K
9,075
-22%
减持
XLF
SELECT SECTOR SPDR TR
-$135.1K
11,990
-4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$130.3K
9,919
-5%
减持
GAL
SSGA ACTIVE ETF TR
-$126.3K
14,192
-4%
增持
JPM
JPMORGAN CHASE & CO
-$124.6K
4,024
+15%
增持
DHI
D R HORTON INC
-$120.4K
10,457
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$120.0K
1,106
-17%
增持
MS
MORGAN STANLEY
-$115.4K
10,105
+13%
减持
FLOT
ISHARES TR
-$110.4K
7,010
-21%
增持
META
FACEBOOK INC
-$108.3K
2,992
+1%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$104.0K
18,345
建仓
VVR
INVESCO SR INCOME TR
+$102.2K
31,728
增持
AZO
AUTOZONE INC
-$99.8K
403
+9%
减持
—
ADVISORSHARES TR
-$99.7K
22,695
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$99.2K
10,722
+96%
清仓
EZPW
EZCORP INC
-$96.8K
0
-100%
清仓
—
ASSERTIO THERAPEUTICS INC
-$96.1K
0
-100%
增持
TMUS
T MOBILE US INC
+$87.2K
6,178
+12%
增持
UPS
UNITED PARCEL SERVICE INC
+$87.0K
10,753
+37%
减持
TRP
TC ENERGY CORP
-$84.4K
8,390
-2%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$82.5K
5,949
+59%
增持
MSFT
MICROSOFT CORP
+$78.0K
4,238
+13%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP
-$77.7K
2,284
+17%
增持
—
ACCENTURE PLC IRELAND
-$76.9K
2,992
+11%
增持
PLD
PROLOGIS INC.
+$72.6K
3,765
+46%
增持
IWS
ISHARES TR
+$66.7K
8,751
+68%
增持
—
LAM RESEARCH CORP
-$60.2K
2,081
+9%
减持
TOTL
SSGA ACTIVE ETF TR
-$57.5K
11,202
-8%
增持
NEE
NEXTERA ENERGY INC
+$53.5K
1,725
+16%
增持
GOOGL
ALPHABET INC
+$51.4K
450
+28%
增持
SPDW
SPDR INDEX SHS FDS
-$48.8K
17,852
+18%
增持
MA
MASTERCARD INC
-$47.7K
1,831
+12%
增持
UNH
UNITEDHEALTH GROUP INC
-$45.0K
1,919
+8%
增持
WMT
WALMART INC
+$41.4K
6,704
+11%
增持
CMCSA
COMCAST CORP NEW
-$40.0K
11,720
+19%
减持
GOVT
ISHARES TR
+$39.8K
356,972
-7%
增持
IUSB
ISHARES TR
+$31.8K
4,467
+15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$31.5K
10,554
+9%
增持
PKG
PACKAGING CORP AMER
-$30.7K
3,163
+16%
增持
—
EATON CORP PLC
-$28.9K
5,880
+15%