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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
21Q1 调仓
2020-12-31 → 2021-03-31 · 共 150 项
建仓 20
增持 20
减持 77
清仓 33
方向
标的
Δ市值
现股数(环比)
建仓
IUSB
ISHARES TR
+$14.7M
279,403
建仓
EFV
ISHARES TR
+$9.9M
194,530
清仓
SHYG
ISHARES TR
-$6.3M
0
-100%
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
MTUM
ISHARES TR
+$4.6M
28,825
减持
LQD
ISHARES TR
-$4.5M
99,266
-21%
增持
GOVT
ISHARES TR
+$4.4M
713,174
+36%
建仓
SPY
SPDR S&P 500 ETF TR
+$4.2M
10,641
建仓
FALN
ISHARES TR
+$3.5M
120,248
清仓
IEFA
ISHARES TR
-$3.1M
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$2.6M
3,819
减持
IEF
ISHARES TR
-$2.2M
6,110
-75%
增持
IJR
ISHARES TR
+$2.2M
47,588
+48%
减持
IVV
ISHARES TR
-$1.8M
60,923
-12%
增持
ESGU
ISHARES TR
+$1.8M
242,945
+3%
增持
EFG
ISHARES TR
+$1.8M
121,305
+17%
减持
USMV
ISHARES TR
-$1.6M
25,289
-49%
减持
IHI
ISHARES TR
-$1.4M
8,020
-34%
增持
VLUE
ISHARES TR
+$1.3M
74,159
+2%
减持
IGSB
ISHARES TR
-$1.3M
167,775
-11%
减持
TLT
ISHARES TR
-$1.2M
3,464
-67%
清仓
IWS
ISHARES TR
-$903.0K
0
-100%
清仓
IWP
ISHARES TR
-$898.4K
0
-100%
清仓
IWD
ISHARES TR
-$887.9K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$877.6K
0
-100%
清仓
IVE
ISHARES TR
-$872.5K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$781.8K
10,392
建仓
—
HORIZON THERAPEUTICS PUB L
+$780.9K
8,484
减持
AAPL
APPLE INC
-$771.7K
25,466
-13%
减持
ESGE
ISHARES INC
-$767.4K
221,991
-10%
清仓
UNH
UNITEDHEALTH GROUP INC
-$756.9K
0
-100%
清仓
AMGN
AMGEN INC
-$748.9K
0
-100%
减持
MRK
MERCK & CO. INC
-$729.1K
4,962
-63%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$720.1K
0
-100%
建仓
AVTR
AVANTOR INC
+$715.6K
24,736
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$711.4K
4,444
增持
IXN
ISHARES TR
+$701.1K
16,105
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$680.8K
9,633
-54%
清仓
LMT
LOCKHEED MARTIN CORP
-$674.5K
0
-100%
建仓
NUE
NUCOR CORP
+$667.4K
8,314
减持
MBB
ISHARES TR
-$658.2K
54,815
-9%
建仓
DECK
DECKERS OUTDOOR CORP
+$645.0K
1,952
清仓
—
STERIS PLC
-$630.6K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$606.7K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$573.2K
4,440
建仓
—
INTERPUBLIC GROUP COS INC
+$566.0K
19,383
清仓
PKG
PACKAGING CORP AMER
-$554.3K
0
-100%
建仓
DE
DEERE & CO
+$494.6K
1,322
清仓
AZO
AUTOZONE INC
-$492.0K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$433.4K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$402.2K
3,319
+128%
增持
TGT
TARGET CORP
+$395.2K
3,191
+138%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$363.5K
0
-100%
清仓
QUAL
ISHARES TR
-$358.9K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$321.1K
5,121
减持
HYG
ISHARES TR
-$321.0K
18,251
-17%
清仓
NGG
NATIONAL GRID PLC
-$316.9K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$283.7K
0
-100%
减持
FLOT
ISHARES TR
-$277.6K
4,375
-56%
清仓
SPYM
SPDR SER TR
-$274.0K
0
-100%
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$270.6K
6,378
减持
—
FS KKR CAP CORP II
-$263.5K
61,863
-31%
清仓
HYS
PIMCO ETF TR
-$258.0K
0
-100%
减持
T
AT&T INC
-$251.0K
11,738
-44%
清仓
BSV
VANGUARD BD INDEX FDS
-$248.5K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$247.5K
0
-100%
清仓
D
DOMINION ENERGY INC
-$246.6K
0
-100%
清仓
SPTM
SPDR SER TR
-$244.8K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$227.9K
5,832
清仓
AEP
AMERICAN ELEC PWR CO INC
-$222.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$216.7K
0
-100%
建仓
ORCL
ORACLE CORP
+$214.3K
3,054
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$212.5K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$210.5K
0
-100%
减持
AOA
ISHARES TR
-$208.1K
10,579
-26%
增持
AOM
ISHARES TR
+$207.2K
11,747
+67%
清仓
PPL
PPL CORP
-$206.9K
0
-100%
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$204.5K
1,188
清仓
GIS
GENERAL MLS INC
-$203.5K
0
-100%
增持
AOR
ISHARES TR
+$185.5K
28,745
+11%
增持
BNY
BANK NEW YORK MELLON CORP
+$185.0K
15,162
+21%
减持
PM
PHILIP MORRIS INTL INC
-$182.8K
4,249
-37%
减持
GOOGL
ALPHABET INC
+$172.8K
603
-1%
减持
PFE
PFIZER INC
-$171.7K
7,573
-38%
减持
DHI
D R HORTON INC
+$170.3K
9,281
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$166.8K
4,757
-30%
增持
BWA
BORGWARNER INC
+$157.9K
12,956
+13%
减持
CDW
CDW CORP
+$154.2K
4,829
-2%
减持
CM
CANADIAN IMP BK COMM
-$152.4K
3,615
-39%
减持
—
PIONEER NAT RES CO
+$152.0K
3,703
-3%
减持
BTI
BRITISH AMERN TOB PLC
-$151.4K
6,555
-39%
减持
IWB
ISHARES TR
-$147.6K
2,407
-26%
减持
SO
SOUTHERN CO
-$146.1K
4,123
-37%
增持
ABT
ABBOTT LABS
+$143.8K
6,656
+11%
减持
GILD
GILEAD SCIENCES INC
-$143.6K
4,241
-41%
减持
BCE
BCE INC
-$139.7K
5,699
-39%
清仓
DHY
CREDIT SUISSE HIGH YIELD BD
-$136.8K
0
-100%
减持
PEP
PEPSICO INC
-$125.3K
1,656
-32%
减持
BAC
BK OF AMERICA CORP
+$124.6K
26,298
-11%
减持
VOD
VODAFONE GROUP PLC NEW
-$121.9K
12,809
-41%
减持
MS
MORGAN STANLEY
-$119.5K
9,871
-24%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$118.6K
1,169
-32%
减持
EMB
ISHARES TR
-$111.4K
5,176
-11%
增持
CMCSA
COMCAST CORP NEW
+$108.0K
13,449
+14%
减持
VUG
VANGUARD INDEX FDS
-$104.2K
1,686
-21%
减持
—
UNILEVER PLC
-$102.0K
3,819
-27%
减持
CVX
CHEVRON CORP NEW
-$98.0K
2,914
-39%
增持
BBY
BEST BUY INC
+$97.2K
6,321
+0%
减持
CSCO
CISCO SYS INC
-$94.6K
6,092
-33%
减持
PYPL
PAYPAL HLDGS INC
-$94.6K
2,631
-16%
增持
HD
HOME DEPOT INC
+$93.3K
2,246
+1%
减持
EEM
ISHARES TR
-$92.9K
4,563
-30%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$92.8K
8,926
-21%
减持
TXN
TEXAS INSTRS INC
+$87.8K
3,735
-1%
减持
JPM
JPMORGAN CHASE & CO
-$87.7K
5,278
-25%
减持
AMZN
AMAZON COM INC
-$87.1K
435
-1%
减持
PH
PARKER-HANNIFIN CORP
+$85.0K
2,339
-2%
增持
SHV
ISHARES TR
+$81.2K
2,898
+34%
减持
KO
COCA COLA CO
-$79.5K
10,227
-9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$76.6K
13,778
-10%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$75.1K
4,649
-1%
减持
META
FACEBOOK INC
-$74.3K
2,379
-16%
减持
TMUS
T-MOBILE US INC
-$71.9K
5,268
-3%
减持
WMT
WALMART INC
-$71.1K
7,556
-1%
增持
—
NEW YORK CITY REIT INC
+$70.1K
23,364
+45%
减持
MSFT
MICROSOFT CORP
+$68.8K
5,723
-1%
减持
COP
CONOCOPHILLIPS
+$66.9K
5,470
-2%
增持
SHY
ISHARES TR
+$65.7K
5,009
+18%
减持
AXP
AMERICAN EXPRESS CO
+$65.6K
3,560
-2%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$64.5K
12,730
-39%
减持
EFA
ISHARES TR
-$64.4K
3,503
-23%
减持
NSC
NORFOLK SOUTHN CORP
+$63.5K
2,242
-1%
减持
ABBV
ABBVIE INC
-$62.2K
9,881
-6%
减持
QRVO
QORVO INC
+$60.6K
4,094
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$54.9K
1,431
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$54.0K
3,502
-15%
减持
VTV
VANGUARD INDEX FDS
-$52.5K
1,798
-26%
减持
DOV
DOVER CORP
+$43.7K
5,278
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$42.8K
1,614
-25%
减持
—
AON PLC
+$42.6K
2,850
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$41.3K
4,976
-8%
减持
WMB
WILLIAMS COS INC
+$39.1K
12,020
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$35.2K
4,305
-17%
减持
KDP
KEURIG DR PEPPER INC
+$31.2K
17,164
-2%
减持
VOO
VANGUARD INDEX FDS
+$30.0K
3,270
-3%
增持
—
DISCOVER FINL SVCS
+$27.6K
4,094
+3%
减持
GNL
GLOBAL NET LEASE INC
-$25.0K
10,917
-16%
减持
NEE
NEXTERA ENERGY INC
-$24.6K
7,396
-2%
减持
V
VISA INC
-$24.4K
2,464
-1%
减持
—
ADVISORSHARES TR
-$22.5K
16,028
-2%
减持
LUV
SOUTHWEST AIRLS CO
+$21.7K
5,582
-18%