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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
20Q2 调仓
2020-03-31 → 2020-06-30 · 共 150 项
建仓 32
增持 49
减持 37
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
LQD
ISHARES TR
+$11.8M
87,638
建仓
EFG
ISHARES TR
+$7.2M
87,234
增持
IGSB
ISHARES TR
+$6.0M
115,909
+1576%
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。
增持
ESGU
ISHARES TR
+$5.0M
128,470
+86%
减持
IGIB
ISHARES TR
-$4.4M
4,535
-95%
清仓
QUAL
ISHARES TR
-$3.7M
0
-100%
建仓
IJR
ISHARES TR
+$3.6M
52,917
建仓
VLUE
ISHARES TR
+$3.5M
48,831
清仓
MBB
ISHARES TR
-$3.0M
0
-100%
增持
IEF
ISHARES TR
+$3.0M
33,648
+265%
建仓
—
FS KKR CAP CORP II
+$2.9M
222,022
减持
IEFA
ISHARES TR
-$2.7M
56,405
-53%
建仓
IHI
ISHARES TR
+$2.5M
9,584
减持
ITOT
ISHARES TR
-$2.1M
4,973
-88%
增持
ESGE
ISHARES INC
+$2.1M
141,783
+56%
减持
NEAR
ISHARES U S ETF TR
-$2.1M
55,479
-44%
建仓
IYG
ISHARES TR
+$1.6M
13,665
减持
IVV
ISHARES TR
+$1.3M
46,311
-8%
清仓
SIZE
ISHARES TR
-$1.3M
0
-100%
清仓
IEMG
ISHARES INC
-$1.3M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
5,164
-76%
增持
SHYG
ISHARES TR
+$1.1M
84,620
+34%
清仓
SPY
SPDR S&P 500 ETF TR
-$1.0M
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$952.0K
0
-100%
增持
AAPL
APPLE INC
+$920.3K
7,151
+8%
增持
IXN
ISHARES TR
+$902.0K
11,647
+15%
清仓
XLP
SELECT SECTOR SPDR TR
-$865.9K
0
-100%
减持
TLT
ISHARES TR
-$843.8K
6,285
-45%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$756.4K
6,263
建仓
IWM
ISHARES TR
+$745.0K
5,203
清仓
WELL
WELLTOWER INC
-$650.5K
0
-100%
建仓
AOR
ISHARES TR
+$643.3K
13,868
清仓
XLU
SELECT SECTOR SPDR TR
-$621.9K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$616.8K
4,830
建仓
XLI
SELECT SECTOR SPDR TR
+$608.9K
8,863
减持
BP
BP PLC
-$600.5K
21,876
-52%
建仓
IWD
ISHARES TR
+$595.3K
5,286
增持
HYG
ISHARES TR
+$591.6K
12,136
+134%
建仓
BIL
SPDR SER TR
+$580.7K
6,344
减持
KO
COCA COLA CO
-$567.3K
25,931
-34%
清仓
IWS
ISHARES TR
-$560.9K
0
-100%
建仓
SPTS
SPDR SER TR
+$555.3K
18,077
清仓
TOTL
SSGA ACTIVE ETF TR
-$537.2K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$510.2K
0
-100%
建仓
—
AON PLC
+$491.0K
2,549
清仓
—
ACCENTURE PLC IRELAND
-$488.5K
0
-100%
清仓
GAL
SSGA ACTIVE ETF TR
-$464.9K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$462.8K
2,656
建仓
LDOS
LEIDOS HOLDINGS INC
+$452.9K
4,835
清仓
—
HILL ROM HLDGS INC
-$448.6K
0
-100%
减持
PFE
PFIZER INC
-$440.4K
32,123
-30%
减持
USMV
ISHARES TR
-$430.7K
33,669
-26%
减持
PM
PHILIP MORRIS INTL INC
-$430.6K
17,294
-23%
清仓
SPDW
SPDR INDEX SHS FDS
-$427.4K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$423.1K
10,947
建仓
BSV
VANGUARD BD INDEX FDS
+$422.3K
5,081
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$418.9K
0
-100%
减持
PPL
PPL CORP
-$418.6K
19,753
-48%
清仓
XLV
SELECT SECTOR SPDR TR
-$397.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$393.6K
378
+14%
增持
GOVT
ISHARES TR
+$390.0K
371,162
+4%
建仓
PH
PARKER HANNIFIN CORP
+$384.7K
2,099
清仓
—
AON PLC
-$376.8K
0
-100%
建仓
—
ACTIVISION BLIZZARD INC
+$374.9K
4,939
增持
ADBE
ADOBE INC
+$371.1K
1,433
+80%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$356.3K
3,713
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$353.4K
0
-100%
减持
KMB
KIMBERLY CLARK CORP
-$348.7K
4,109
-43%
减持
—
GLAXOSMITHKLINE PLC
-$345.8K
21,530
-33%
建仓
IEI
ISHARES TR
+$345.7K
2,586
增持
XLF
SELECT SECTOR SPDR TR
+$341.2K
25,532
+113%
减持
EMB
ISHARES TR
-$337.0K
10,434
-32%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$329.8K
15,614
+48%
清仓
HYS
PIMCO ETF TR
-$319.7K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$316.7K
15,086
-20%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$314.5K
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$305.1K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$301.0K
27,949
-18%
清仓
VOX
VANGUARD WORLD FDS
-$296.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$295.0K
4,734
+12%
增持
SHV
ISHARES TR
+$285.0K
4,557
+130%
建仓
ULTA
ULTA BEAUTY INC
+$284.8K
1,400
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$280.0K
0
-100%
建仓
MMM
3M CO
+$279.2K
1,790
减持
BCE
BCE INC
-$279.1K
24,553
-23%
减持
T
AT&T INC
-$278.8K
57,555
-17%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$270.3K
3,394
增持
BBY
BEST BUY INC
+$270.0K
7,692
+9%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$268.5K
5,463
清仓
SRLN
SSGA ACTIVE ETF TR
-$267.4K
0
-100%
清仓
SPAB
SPDR SER TR
-$257.0K
0
-100%
增持
ABT
ABBOTT LABS
+$256.2K
5,040
+94%
清仓
NOC
NORTHROP GRUMMAN CORP
-$249.9K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$243.6K
984
增持
META
FACEBOOK INC
+$233.9K
3,228
+8%
清仓
—
INVESCO LTD
-$230.4K
0
-100%
增持
—
UNILEVER PLC
+$223.3K
13,908
+30%
建仓
VTV
VANGUARD INDEX FDS
+$222.7K
2,236
减持
DHI
D R HORTON INC
+$217.9K
10,341
-1%
建仓
AGG
ISHARES TR
+$217.7K
1,842
增持
GOOGL
ALPHABET INC
+$215.9K
521
+16%
减持
NGG
NATIONAL GRID PLC
-$213.4K
14,523
-23%
增持
HD
HOME DEPOT INC
+$209.8K
2,594
+10%
增持
MS
MORGAN STANLEY
+$203.0K
11,316
+12%
减持
D
DOMINION ENERGY INC
-$197.1K
15,259
-23%
清仓
STWD
STARWOOD PPTY TR INC
-$193.1K
0
-100%
增持
PEP
PEPSICO INC
+$192.3K
8,978
+8%
建仓
SGOL
ABERDEEN STD GOLD ETF TR
+$184.7K
10,778
增持
AZO
AUTOZONE INC
+$183.6K
465
+15%
减持
ENB
ENBRIDGE INC
-$172.2K
25,895
-22%
减持
CSCO
CISCO SYS INC
+$167.6K
23,060
-0%
减持
CVX
CHEVRON CORP NEW
+$162.6K
12,761
-5%
减持
IWB
ISHARES TR
+$153.5K
9,374
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$149.8K
1,279
+16%
增持
CDW
CDW CORP
+$146.8K
4,592
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$145.6K
2,116
+10%
减持
CM
CANADIAN IMP BK COMM
-$141.6K
15,656
-24%
减持
DIS
DISNEY WALT CO
-$141.1K
2,037
-47%
增持
—
STERIS PLC
+$139.2K
2,846
+34%
增持
VUG
VANGUARD INDEX FDS
+$138.7K
1,954
+20%
增持
—
PIONEER NAT RES CO
+$133.3K
3,774
+12%
减持
—
LAM RESEARCH CORP
+$131.7K
1,951
-6%
增持
COP
CONOCOPHILLIPS
+$130.2K
9,237
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$124.3K
1,455
+21%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$121.7K
2,114
-7%
增持
BAC
BK OF AMERICA CORP
+$117.2K
27,589
+9%
增持
VOD
VODAFONE GROUP PLC NEW
+$114.7K
49,159
+1%
增持
INTC
INTEL CORP
+$109.7K
10,145
+10%
减持
AMGN
AMGEN INC
+$106.9K
3,703
-2%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$104.0K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$103.8K
4,452
+12%
清仓
VVR
INVESCO SR INCOME TR
-$102.2K
0
-100%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$99.3K
5,126
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$98.6K
11,067
+12%
增持
AOA
ISHARES TR
+$94.1K
5,976
+21%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$93.9K
55,905
-23%
增持
AXP
AMERICAN EXPRESS CO
+$93.8K
4,975
+12%
增持
NSC
NORFOLK SOUTHERN CORP
+$92.3K
2,018
+12%
减持
ABBV
ABBVIE INC
-$91.4K
17,683
-26%
增持
PLD
PROLOGIS INC.
+$91.4K
4,221
+12%
减持
VOO
VANGUARD INDEX FDS
-$90.6K
3,507
-23%
减持
PNC
PNC FINL SVCS GROUP INC
-$88.1K
4,419
-24%
增持
AMT
AMERICAN TOWER CORP NEW
+$86.8K
1,322
+13%
增持
—
EATON CORP PLC
+$85.3K
6,198
+5%
增持
JPM
JPMORGAN CHASE & CO
+$82.0K
4,723
+17%
减持
BTI
BRITISH AMERN TOB PLC
+$80.1K
24,280
-4%
增持
MRK
MERCK & CO. INC
+$79.3K
14,950
+7%
增持
RF
REGIONS FINANCIAL CORP NEW
+$74.1K
30,433
+3%
增持
PKG
PACKAGING CORP AMER
+$73.6K
3,489
+10%
增持
AVY
AVERY DENNISON CORP
+$71.1K
2,859
+14%