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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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 25
增持 68
减持 43
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
ESGU
ISHARES TR
+$8.4M
235,923
+52%
增持
IVV
ISHARES TR
+$6.9M
69,305
+22%
建仓
MBB
ISHARES TR
+$6.6M
59,941
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
ESGE
ISHARES INC
+$4.2M
247,305
+43%
减持
NEAR
ISHARES U S ETF TR
-$3.0M
8,638
-87%
增持
LQD
ISHARES TR
+$2.1M
125,736
+11%
清仓
IYG
ISHARES TR
-$2.1M
0
-100%
增持
IGSB
ISHARES TR
+$2.1M
189,195
+24%
减持
IEF
ISHARES TR
-$1.8M
24,203
-37%
减持
IJR
ISHARES TR
-$1.7M
32,248
-52%
增持
VLUE
ISHARES TR
+$1.7M
72,810
+15%
增持
SHYG
ISHARES TR
+$1.2M
138,503
+20%
减持
IEFA
ISHARES TR
-$1.1M
45,096
-36%
清仓
XLV
SELECT SECTOR SPDR TR
-$914.9K
0
-100%
建仓
IWS
ISHARES TR
+$903.0K
9,313
建仓
IWP
ISHARES TR
+$898.4K
8,752
建仓
IWD
ISHARES TR
+$887.9K
6,494
建仓
IVE
ISHARES TR
+$872.5K
6,815
减持
EFG
ISHARES TR
+$860.5K
103,261
-3%
清仓
XLP
SELECT SECTOR SPDR TR
-$829.1K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$618.1K
3,766
增持
HYG
ISHARES TR
+$599.3K
21,902
+40%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$598.9K
0
-100%
增持
IXN
ISHARES TR
+$584.7K
14,180
+2%
减持
GILD
GILEAD SCIENCES INC
-$561.6K
7,170
-54%
增持
USMV
ISHARES TR
+$543.9K
49,826
+12%
增持
IHI
ISHARES TR
+$538.1K
12,224
+6%
增持
AAPL
APPLE INC
+$522.6K
29,259
+1%
增持
AOR
ISHARES TR
+$518.2K
25,940
+50%
减持
T
AT&T INC
-$488.9K
21,081
-45%
清仓
XLU
SELECT SECTOR SPDR TR
-$487.2K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$479.1K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$472.5K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$466.0K
0
-100%
增持
AOA
ISHARES TR
+$449.0K
14,275
+77%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$428.3K
2,870
+77%
减持
—
FS KKR CAP CORP II
-$417.2K
89,737
-30%
清仓
—
GLAXOSMITHKLINE PLC
-$366.4K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$363.5K
2,850
建仓
—
DISCOVER FINL SVCS
+$361.3K
3,991
建仓
QUAL
ISHARES TR
+$358.9K
3,089
建仓
LUV
SOUTHWEST AIRLS CO
+$319.1K
6,847
减持
IWB
ISHARES TR
-$307.2K
3,240
-39%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$305.4K
2,149
+4%
增持
FLOT
ISHARES TR
+$299.8K
9,854
+150%
增持
TLT
ISHARES TR
+$299.2K
10,387
+27%
增持
—
LAM RESEARCH CORP
+$299.1K
1,845
+7%
增持
GOVT
ISHARES TR
+$297.5K
525,300
+5%
增持
MS
MORGAN STANLEY
+$293.6K
12,930
+6%
建仓
VTI
VANGUARD INDEX FDS
+$283.8K
1,458
清仓
TRP
TC ENERGY CORP
-$277.9K
0
-100%
清仓
ITOT
ISHARES TR
-$277.4K
0
-100%
清仓
ANGL
VANECK VECTORS ETF TR
-$273.2K
0
-100%
增持
QRVO
QORVO INC
+$266.8K
4,134
+27%
增持
MSFT
MICROSOFT CORP
+$266.5K
5,757
+19%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$259.3K
5,174
建仓
HYS
PIMCO ETF TR
+$258.0K
2,627
建仓
SPTM
SPDR SER TR
+$244.8K
5,311
增持
GOOGL
ALPHABET INC
+$239.9K
611
+8%
建仓
SHV
ISHARES TR
+$239.1K
2,163
建仓
TGT
TARGET CORP
+$236.9K
1,342
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$231.4K
5,362
清仓
VOX
VANGUARD WORLD FDS
-$229.6K
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$224.3K
1,024
建仓
COP
CONOCOPHILLIPS
+$222.8K
5,573
建仓
GLD
SPDR GOLD TR
+$216.7K
1,215
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$212.5K
1,192
减持
JPM
JPMORGAN CHASE & CO
+$212.1K
7,013
-1%
清仓
AOK
ISHARES TR
-$209.6K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$208.0K
6,836
-27%
建仓
SBUX
STARBUCKS CORP
+$207.3K
1,938
建仓
GIS
GENERAL MLS INC
+$203.5K
3,461
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$202.4K
4,681
+8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$198.4K
5,407
+7%
减持
EFA
ISHARES TR
-$184.7K
4,525
-44%
增持
CMCSA
COMCAST CORP NEW
+$184.0K
11,826
+26%
减持
PFE
PFIZER INC
-$174.5K
12,117
-28%
增持
PYPL
PAYPAL HLDGS INC
+$171.0K
3,132
+10%
减持
EEM
ISHARES TR
-$168.1K
6,509
-43%
增持
KDP
KEURIG DR PEPPER INC
+$160.6K
17,459
+21%
减持
KO
COCA COLA CO
-$157.2K
11,280
-28%
增持
TMUS
T-MOBILE US INC
+$150.1K
5,428
+7%
减持
AXP
AMERICAN EXPRESS CO
-$143.9K
3,622
-38%
减持
BTI
BRITISH AMERN TOB PLC
-$143.7K
10,812
-29%
减持
BCE
BCE INC
-$139.9K
9,275
-28%
减持
PM
PHILIP MORRIS INTL INC
-$138.9K
6,762
-27%
增持
DOV
DOVER CORP
+$138.3K
5,387
+8%
增持
SHY
ISHARES TR
+$138.1K
4,240
+61%
减持
BAC
BK OF AMERICA CORP
+$137.6K
29,458
-6%
建仓
DHY
CREDIT SUISSE HIGH YIELD BD
+$136.8K
59,986
减持
—
UNILEVER PLC
-$136.3K
5,223
-29%
减持
ABBV
ABBVIE INC
+$133.5K
10,560
-7%
增持
BNY
BANK NEW YORK MELLON CORP
+$132.8K
12,536
+8%
建仓
—
NEW YORK CITY REIT INC
+$130.8K
16,129
增持
AVY
AVERY DENNISON CORP
+$129.4K
3,414
+9%
增持
LDOS
LEIDOS HOLDINGS INC
+$126.7K
5,772
+7%
减持
NGG
NATIONAL GRID PLC
-$122.4K
5,369
-29%
增持
—
PIONEER NAT RES CO
+$121.9K
3,829
+5%
减持
PH
PARKER-HANNIFIN CORP
+$121.5K
2,397
-9%
增持
AMZN
AMAZON COM INC
+$120.0K
440
+6%
减持
CM
CANADIAN IMP BK COMM
-$118.0K
5,923
-29%
减持
D
DOMINION ENERGY INC
-$117.7K
3,279
-29%
增持
VUG
VANGUARD INDEX FDS
+$108.1K
2,122
+13%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$107.3K
1,712
+10%
减持
PKG
PACKAGING CORP AMER
+$105.9K
4,019
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$104.4K
21,123
+11%
减持
VOO
VANGUARD INDEX FDS
+$104.0K
3,379
-2%
增持
CDW
CDW CORP
+$100.7K
4,903
+7%
增持
—
ACTIVISION BLIZZARD INC
+$100.1K
5,726
+7%
减持
PEP
PEPSICO INC
-$99.5K
2,425
-27%
增持
UNH
UNITEDHEALTH GROUP INC
+$98.4K
2,158
+2%
增持
WMT
WALMART INC
+$95.9K
7,613
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$95.1K
5,438
+26%
减持
CSCO
CISCO SYS INC
-$92.7K
9,154
-28%
增持
NSC
NORFOLK SOUTHN CORP
+$91.5K
2,266
+8%
增持
—
STERIS PLC
+$89.9K
3,327
+8%
增持
MA
MASTERCARD INCORPORATED
+$88.2K
1,670
+11%
增持
V
VISA INC
+$87.7K
2,497
+9%
增持
BWA
BORGWARNER INC
+$87.4K
11,457
+25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$87.4K
1,546
+8%
增持
AOM
ISHARES TR
+$86.3K
7,045
+33%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$86.2K
11,250
+3%
减持
AMGN
AMGEN INC
-$80.1K
3,257
-0%
减持
CVX
CHEVRON CORP NEW
-$79.9K
4,776
-29%
减持
PPL
PPL CORP
-$74.2K
7,338
-29%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.9K
4,136
-15%
减持
ENB
ENBRIDGE INC
-$71.3K
11,445
-24%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$69.2K
1,470
+8%
减持
GNL
GLOBAL NET LEASE INC
-$65.5K
12,964
-28%
减持
BSV
VANGUARD BD INDEX FDS
-$60.1K
2,997
-19%
增持
META
FACEBOOK INC
+$58.9K
2,837
+4%
增持
—
AON PLC
+$54.3K
2,903
+7%
增持
MDLZ
MONDELEZ INTL INC
+$52.8K
10,720
+7%
增持
ES
EVERSOURCE ENERGY
+$49.8K
5,805
+7%
增持
MRK
MERCK & CO. INC
+$46.7K
13,590
+6%
增持
ABT
ABBOTT LABS
+$46.3K
5,972
+7%
增持
FBIN
FORTUNE BRANDS HOME & SEC IN
+$43.2K
7,143
+9%
增持
VTV
VANGUARD INDEX FDS
+$41.0K
2,428
+2%
增持
AZO
AUTOZONE INC
+$36.2K
415
+7%
减持
DIS
DISNEY WALT CO
+$35.7K
1,659
-22%
减持
—
ADVISORSHARES TR
-$32.6K
16,355
-5%
增持
NEE
NEXTERA ENERGY INC
+$31.4K
7,567
+280%
减持
SO
SOUTHERN CO
-$31.0K
6,551
-18%
减持
SPYM
SPDR SER TR
-$29.7K
6,233
-19%
增持
WMB
WILLIAMS COS INC
+$24.1K
12,252
+9%
增持
PLD
PROLOGIS INC.
+$23.1K
3,542
+8%
增持
HD
HOME DEPOT INC
+$21.8K
2,230
+9%
增持
BBY
BEST BUY INC
-$15.2K
6,298
+9%
减持
VOD
VODAFONE GROUP PLC NEW
+$14.0K
21,718
-15%
减持
PNC
PNC FINL SVCS GROUP INC
-$11.8K
1,661
-30%