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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
20Q3 调仓
2020-06-30 → 2020-09-30 · 共 150 项
建仓 18
增持 54
减持 51
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$4.8M
56,983
+23%
增持
GOVT
ISHARES TR
+$3.6M
501,313
+35%
增持
LQD
ISHARES TR
+$3.4M
112,985
+29%
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
+$2.9M
155,591
+21%
增持
EFG
ISHARES TR
+$2.3M
106,360
+22%
增持
IGSB
ISHARES TR
+$2.0M
152,301
+31%
增持
ESGE
ISHARES INC
+$1.6M
172,850
+22%
增持
SHYG
ISHARES TR
+$1.4M
115,046
+36%
增持
VLUE
ISHARES TR
+$1.1M
63,061
+29%
增持
IJR
ISHARES TR
+$1.1M
66,582
+26%
增持
IEFA
ISHARES TR
+$1.0M
70,669
+25%
减持
—
FS KKR CAP CORP II
-$972.9K
128,411
-42%
增持
IXN
ISHARES TR
+$926.7K
13,919
+20%
增持
IHI
ISHARES TR
+$925.4K
11,557
+21%
建仓
XLV
SELECT SECTOR SPDR TR
+$914.9K
8,674
减持
D
DOMINION ENERGY INC
-$874.4K
4,616
-70%
建仓
XLP
SELECT SECTOR SPDR TR
+$829.1K
12,934
增持
USMV
ISHARES TR
+$796.9K
44,536
+32%
增持
AAPL
APPLE INC
+$751.0K
29,011
+306%
清仓
IWM
ISHARES TR
-$745.0K
0
-100%
减持
ABBV
ABBVIE INC
-$738.0K
11,395
-36%
减持
PEP
PEPSICO INC
-$728.3K
3,312
-63%
减持
—
EXXON MOBIL CORP
-$656.5K
19,134
-35%
减持
CVX
CHEVRON CORP NEW
-$655.4K
6,712
-47%
减持
T
AT&T INC
-$644.7K
38,413
-33%
增持
NEAR
ISHARES U S ETF TR
+$637.1K
68,081
+23%
清仓
XLY
SELECT SECTOR SPDR TR
-$616.8K
0
-100%
减持
IWB
ISHARES TR
-$615.7K
5,309
-43%
清仓
XLI
SELECT SECTOR SPDR TR
-$608.9K
0
-100%
清仓
INTC
INTEL CORP
-$607.0K
0
-100%
清仓
IWD
ISHARES TR
-$595.3K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$595.2K
2,797
-71%
清仓
XLF
SELECT SECTOR SPDR TR
-$590.8K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$582.0K
15,498
+200%
清仓
BIL
SPDR SER TR
-$580.7K
0
-100%
减持
CSCO
CISCO SYS INC
-$573.2K
12,753
-45%
建仓
FBIN
FORTUNE BRANDS HOME & SEC IN
+$569.1K
6,578
增持
IEF
ISHARES TR
+$565.9K
38,307
+14%
清仓
SPTS
SPDR SER TR
-$555.3K
0
-100%
清仓
—
EATON CORP PLC
-$542.2K
0
-100%
建仓
DOV
DOVER CORP
+$541.8K
5,001
减持
PM
PHILIP MORRIS INTL INC
-$513.0K
9,317
-46%
减持
—
GLAXOSMITHKLINE PLC
-$511.8K
9,734
-55%
清仓
BP
BP PLC
-$510.2K
0
-100%
清仓
SHV
ISHARES TR
-$504.6K
0
-100%
减持
BCE
BCE INC
-$488.7K
12,946
-47%
建仓
XLU
SELECT SECTOR SPDR TR
+$487.2K
8,205
建仓
SPY
SPDR S&P 500 ETF TR
+$472.5K
1,411
清仓
WM
WASTE MGMT INC DEL
-$471.5K
0
-100%
减持
EMB
ISHARES TR
-$465.6K
6,079
-42%
增持
IYG
ISHARES TR
+$450.5K
17,064
+25%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$449.3K
1,619
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$444.1K
4,322
减持
NGG
NATIONAL GRID PLC
-$442.8K
7,602
-48%
减持
VOD
VODAFONE GROUP PLC NEW
-$439.7K
25,627
-48%
减持
PFE
PFIZER INC
-$429.9K
16,908
-47%
减持
CM
CANADIAN IMP BK COMM
-$424.3K
8,354
-47%
建仓
QRVO
QORVO INC
+$420.6K
3,260
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$417.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$404.3K
19,105
-32%
建仓
KDP
KEURIG DR PEPPER INC
+$398.1K
14,423
减持
BTI
BRITISH AMERN TOB PLC
-$393.5K
15,189
-37%
清仓
COP
CONOCOPHILLIPS
-$388.1K
0
-100%
减持
KO
COCA COLA CO
-$382.9K
15,713
-39%
减持
DUK
DUKE ENERGY CORP NEW
-$371.3K
9,416
-38%
建仓
BWA
BORGWARNER INC
+$355.3K
9,171
减持
ENB
ENBRIDGE INC
-$350.3K
14,980
-42%
减持
SO
SOUTHERN CO
-$350.0K
7,993
-47%
清仓
IEI
ISHARES TR
-$345.7K
0
-100%
减持
EEM
ISHARES TR
-$344.7K
11,441
-46%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$340.8K
0
-100%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$326.7K
1,551
增持
HYG
ISHARES TR
+$322.2K
15,647
+29%
清仓
REGN
REGENERON PHARMACEUTICALS
-$311.8K
0
-100%
减持
—
UNILEVER PLC
-$311.7K
7,322
-47%
增持
TLT
ISHARES TR
+$308.8K
8,203
+31%
建仓
SPYM
SPDR SER TR
+$303.7K
7,719
清仓
ULTA
ULTA BEAUTY INC
-$284.8K
0
-100%
清仓
MMM
3M CO
-$279.2K
0
-100%
清仓
IGIB
ISHARES TR
-$273.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$270.2K
417
+10%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$268.5K
0
-100%
减持
—
ADVISORSHARES TR
-$249.2K
17,194
-24%
清仓
QQQ
INVESCO QQQ TR
-$243.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$234.8K
7,053
+49%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$231.5K
29,836
-47%
建仓
VOX
VANGUARD WORLD FDS
+$229.6K
2,254
减持
PPL
PPL CORP
-$229.3K
10,333
-48%
建仓
SHY
ISHARES TR
+$228.2K
2,638
清仓
GLD
SPDR GOLD TR
-$226.1K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$221.5K
11,275
减持
EFA
ISHARES TR
-$220.0K
8,088
-33%
建仓
AOM
ISHARES TR
+$218.1K
5,312
清仓
IUSB
ISHARES TR
-$218.0K
0
-100%
清仓
AGG
ISHARES TR
-$217.7K
0
-100%
增持
WMT
WALMART INC
+$217.5K
7,158
+9%
建仓
AOK
ISHARES TR
+$209.6K
5,639
减持
PNC
PNC FINL SVCS GROUP INC
-$205.6K
2,359
-47%
增持
AOR
ISHARES TR
+$192.5K
17,255
+24%
清仓
SGOL
ABERDEEN STD GOLD ETF TR
-$184.7K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$182.9K
5,057
+36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$169.3K
1,433
+12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$162.8K
4,879
-22%
增持
LMT
LOCKHEED MARTIN CORP
+$150.7K
1,779
+22%
增持
ABT
ABBOTT LABS
+$146.9K
5,584
+11%
增持
PH
PARKER-HANNIFIN CORP
+$146.8K
2,627
+25%
减持
TRP
TC ENERGY CORP
-$142.6K
6,613
-33%
增持
AOA
ISHARES TR
+$139.2K
8,055
+35%
减持
RF
REGIONS FINANCIAL CORP NEW
-$126.8K
18,350
-40%
减持
FLOT
ISHARES TR
-$119.4K
3,944
-38%
减持
PG
PROCTER AND GAMBLE CO
+$119.1K
6,243
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$113.8K
3,715
-27%
增持
AXP
AMERICAN EXPRESS CO
+$108.2K
5,804
+17%
增持
—
STERIS PLC
+$103.9K
3,069
+8%
增持
PKG
PACKAGING CORP AMER
+$100.2K
4,112
+18%
增持
BAC
BK OF AMERICA CORP
+$100.0K
31,352
+14%
增持
PYPL
PAYPAL HLDGS INC
+$99.8K
2,855
+7%
增持
NSC
NORFOLK SOUTHN CORP
+$92.6K
2,089
+4%
减持
DHI
D R HORTON INC
+$92.6K
8,806
-15%
增持
GOOGL
ALPHABET INC
+$92.2K
567
+9%
减持
MRK
MERCK & CO. INC
-$91.2K
12,838
-14%
增持
NEE
NEXTERA ENERGY INC
+$90.4K
1,990
+3%
增持
MA
MASTERCARD INCORPORATED
+$83.9K
1,502
+5%
增持
CMCSA
COMCAST CORP NEW
+$80.1K
9,418
+3%
减持
HD
HOME DEPOT INC
-$79.2K
2,054
-21%
增持
AVY
AVERY DENNISON CORP
+$74.1K
3,131
+10%
减持
GNL
GLOBAL NET LEASE INC
-$73.4K
18,092
-16%
增持
TMUS
T-MOBILE US INC
+$73.3K
5,088
+4%
清仓
—
VEREIT INC
-$69.3K
0
-100%
减持
AZO
AUTOZONE INC
-$68.8K
387
-17%
增持
MDLZ
MONDELEZ INTL INC
+$68.5K
9,992
+1%
增持
—
AON PLC
+$68.0K
2,709
+6%
减持
ITOT
ISHARES TR
-$67.9K
3,675
-26%
减持
PLD
PROLOGIS INC.
-$64.1K
3,278
-22%
减持
VOO
VANGUARD INDEX FDS
+$63.2K
3,436
-2%
减持
—
LAM RESEARCH CORP
-$59.1K
1,724
-12%
增持
KMB
KIMBERLY CLARK CORP
+$57.4K
4,322
+5%
增持
ANGL
VANECK VECTORS ETF TR
+$57.2K
9,188
+22%
增持
—
ACTIVISION BLIZZARD INC
+$56.7K
5,331
+8%
减持
—
PIONEER NAT RES CO
-$54.5K
3,654
-3%
增持
MSFT
MICROSOFT CORP
+$50.6K
4,821
+2%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$50.0K
5,418
+6%
减持
AEP
AMERICAN ELEC PWR CO INC
-$48.3K
2,716
-20%
增持
MS
MORGAN STANLEY
+$46.0K
12,255
+8%
减持
AMGN
AMGEN INC
-$44.4K
3,262
-12%
增持
FIS
FIDELITY NATL INFORMATION SV
+$43.6K
3,255
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$42.2K
1,358
-5%
增持
DIS
DISNEY WALT CO
+$37.8K
2,135
+5%
增持
V
VISA INC
+$34.8K
2,292
+5%
减持
VUG
VANGUARD INDEX FDS
+$34.4K
1,886
-3%