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HOHIMER WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HOHIMER WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001802533
持仓数
383
前50大市值合计
$475.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 48
减持 80
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
BABA
ALIBABA GROUP HLDG LTD
-$6.8M
0
-100%
建仓
GPN
GLOBAL PMTS INC
+$5.2M
32,985
建仓
LVS
LAS VEGAS SANDS CORP
+$4.2M
115,459
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。
清仓
SWBI
SMITH & WESSON BRANDS INC
-$3.8M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.2M
28,681
-61%
增持
SNY
SANOFI
+$2.8M
72,624
+460%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$2.1M
0
-100%
减持
ACI
ALBERTSONS COS INC
+$2.0M
243,907
-13%
减持
IHRT
IHEARTMEDIA INC
-$1.6M
107,672
-32%
减持
—
LAM RESEARCH CORP
-$1.0M
10,124
-3%
减持
AMAT
APPLIED MATLS INC
-$1.0M
57,010
-3%
增持
UWMC
UWM HOLDINGS CORPORATION
-$963.0K
647,938
+0%
增持
USHY
ISHARES TR
+$950.0K
572,117
+5%
增持
CRM
SALESFORCE COM INC
+$918.0K
18,970
+10%
增持
IGSB
ISHARES TR
+$829.0K
425,733
+4%
减持
—
ROYAL DUTCH SHELL PLC
+$744.0K
172,707
-3%
减持
—
VIACOMCBS INC
-$719.0K
107,331
-2%
减持
EEFT
EURONET WORLDWIDE INC
-$670.0K
18,463
-17%
减持
AMZN
AMAZON COM INC
-$624.0K
2,669
-2%
减持
BTI
BRITISH AMERN TOB PLC
-$501.0K
96,312
-3%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$495.0K
87,304
-2%
减持
—
THE AARONS COMPANY INC
-$490.0K
70,598
-7%
减持
EFOR
ASGN INC
+$472.0K
31,340
-1%
减持
BURL
BURLINGTON STORES INC
-$448.0K
9,167
-3%
减持
ARES
ARES MANAGEMENT CORPORATION
+$441.0K
52,784
-3%
减持
EXE
CHESAPEAKE ENERGY CORP
+$435.0K
49,718
-2%
增持
NEM
NEWMONT CORP
-$432.0K
59,083
+3%
减持
KMI
KINDER MORGAN INC DEL
-$426.0K
188,954
-4%
减持
FLOT
ISHARES TR
-$425.0K
8,894
-48%
清仓
BIL
SPDR SER TR
-$419.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$414.0K
12,000
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$414.0K
3,706
+1%
减持
QCOM
QUALCOMM INC
-$404.0K
22,994
-2%
减持
GOOGL
ALPHABET INC
+$397.0K
2,526
-3%
增持
GDDY
GODADDY INC
-$388.0K
40,048
+10%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$365.0K
0
-100%
减持
RHI
ROBERT HALF INTL INC
+$363.0K
39,095
-2%
清仓
GLD
SPDR GOLD TR
-$359.0K
0
-100%
减持
V
VISA INC
-$338.0K
19,680
-4%
减持
LQD
ISHARES TR
-$330.0K
7,087
-25%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$320.0K
23,349
-1%
减持
CRNC
CERENCE INC
-$320.0K
24,904
-2%
减持
AMP
AMERIPRISE FINL INC
+$317.0K
26,663
-1%
增持
—
HARBOR CUSTOM DEVELOPMENT IN
-$293.0K
330,582
+0%
减持
JNJ
JOHNSON & JOHNSON
-$290.0K
23,672
-5%
减持
PFE
PFIZER INC
+$287.0K
105,278
-3%
减持
VTI
VANGUARD INDEX FDS
-$285.0K
7,552
-14%
减持
—
SVB FINANCIAL GROUP
+$279.0K
3,226
-1%
减持
VTRS
VIATRIS INC
-$270.0K
318,190
-1%
建仓
—
UNITED RENTALS INC
+$246.0K
1,900
减持
C
CITIGROUP INC
-$240.0K
77,721
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$237.0K
7,757
-1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$236.0K
42,822
-3%
增持
CMCSA
COMCAST CORP NEW
+$232.0K
86,108
+7%
增持
WGO
WINNEBAGO INDS INC
+$228.0K
33,461
+4%
增持
FDX
FEDEX CORP
-$225.0K
5,772
+16%
增持
GM
GENERAL MTRS CO
+$225.0K
64,412
+17%
清仓
UNP
UNION PAC CORP
-$223.0K
0
-100%
减持
URI
UNITED RENTALS INC
-$220.0K
116
-94%
增持
UPS
UNITED PARCEL SERVICE INC
-$215.0K
8,652
+1%
减持
TSLA
TESLA INC
+$213.0K
2,266
-0%
清仓
MRK
MERCK & CO INC
-$208.0K
0
-100%
增持
NKE
NIKE INC
-$208.0K
23,948
+0%
减持
EQH
EQUITABLE HLDGS INC
-$207.0K
145,603
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$207.0K
13,011
-2%
清仓
TGT
TARGET CORP
-$204.0K
0
-100%
清仓
—
PIMCO DYNAMIC CR INCOME FD
-$201.0K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$201.0K
797
-1%
增持
CNC
CENTENE CORP DEL
-$200.0K
20,521
+1%
减持
COST
COSTCO WHSL CORP NEW
-$194.0K
5,272
-19%
减持
META
FACEBOOK INC
-$187.0K
17,119
-1%
减持
PYPL
PAYPAL HLDGS INC
-$183.0K
1,685
-39%
减持
CARR
CARRIER GLOBAL CORPORATION
+$183.0K
73,753
-1%
减持
JPM
JPMORGAN CHASE & CO
+$180.0K
41,772
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$173.0K
2,851
-1%
建仓
SPRY
SILVERBACK THERAPEUTICS INC
+$170.0K
17,077
减持
NOW
SERVICENOW INC
+$169.0K
2,371
-0%
增持
AZO
AUTOZONE INC
+$166.0K
713
+2%
增持
STZ
CONSTELLATION BRANDS INC
-$163.0K
14,266
+5%
增持
PAYX
PAYCHEX INC
+$160.0K
19,839
+3%
清仓
—
GENERAL ELECTRIC CO
-$150.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$148.0K
42,813
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$147.0K
77,995
-3%
增持
TMUS
T-MOBILE US INC
-$142.0K
10,791
+3%
增持
BAC
BK OF AMERICA CORP
+$141.0K
98,399
+1%
增持
CIEN
CIENA CORP
+$141.0K
44,455
+18%
增持
—
HOLOGIC INC
+$140.0K
17,726
+1%
增持
PEP
PEPSICO INC
+$134.0K
28,011
+2%
增持
VUG
VANGUARD INDEX FDS
+$134.0K
15,137
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$134.0K
19,462
+15%
增持
LDOS
LEIDOS HOLDINGS INC
-$133.0K
30,029
+1%
减持
—
AXALTA COATING SYS LTD
-$130.0K
78,396
-1%
减持
EVR
EVERCORE INC
-$129.0K
13,987
-2%
建仓
ET
ENERGY TRANSFER L P
+$126.0K
13,200
减持
TSCO
TRACTOR SUPPLY CO
+$125.0K
15,211
-9%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$123.0K
34,088
-2%
减持
DOW
DOW INC
-$121.0K
17,539
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$119.0K
2,526
-6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$117.0K
10,927
+1%
增持
WDC
WESTERN DIGITAL CORP.
-$116.0K
15,655
+11%
增持
—
GLAXOSMITHKLINE PLC
+$114.0K
64,931
+9%
建仓
LWLG
LIGHTWAVE LOGIC INC
+$114.0K
12,000
建仓
—
TRACTOR SUPPLY CO
+$109.0K
1,600
建仓
—
PAYPAL HLDGS INC
+$107.0K
1,400
增持
—
BLACKROCK INC
-$102.0K
3,021
+0%
减持
CAH
CARDINAL HEALTH INC
-$101.0K
12,726
-0%
增持
GILD
GILEAD SCIENCES INC
+$101.0K
60,739
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$90.0K
5,935
+3%
增持
ACAD
ACADIA PHARMACEUTICALS INC
-$81.0K
16,515
+14%
增持
BA
BOEING CO
+$81.0K
4,741
+18%
减持
DOCU
DOCUSIGN INC
-$78.0K
978
-38%
增持
ABBV
ABBVIE INC
-$77.0K
30,880
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$73.0K
31,523
+2%
减持
SYY
SYSCO CORP
-$72.0K
40,996
-3%
减持
—
ASTRAZENECA PLC
-$71.0K
14,095
-8%
减持
T
AT&T INC
-$68.0K
30,404
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$65.0K
16,540
-3%
增持
WMB
WILLIAMS COS INC
-$65.0K
163,832
+1%
减持
CVX
CHEVRON CORP NEW
-$63.0K
4,991
-8%
增持
SPGI
S&P GLOBAL INC
+$63.0K
3,297
+1%
增持
MDLZ
MONDELEZ INTL INC
-$62.0K
15,478
+0%
增持
—
ARISTA NETWORKS INC
-$61.0K
3,295
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$60.0K
20,312
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$52.0K
34,873
-2%
减持
HDV
ISHARES TR
-$52.0K
11,910
-2%
减持
—
CONSTELLIUM SE
-$50.0K
110,034
-1%
减持
ELV
ANTHEM INC
-$47.0K
4,567
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$45.0K
18,564
-0%
建仓
—
BOOKING HOLDINGS INC
+$43.0K
29,000
减持
VOYA
VOYA FINANCIAL INC
-$42.0K
42,353
-1%
清仓
—
PRICELINE GRP INC
-$41.0K
0
-100%
减持
HD
HOME DEPOT INC
-$37.0K
10,969
-4%
减持
BND
VANGUARD BD INDEX FDS
-$36.0K
13,556
-2%
增持
IJH
ISHARES TR
+$36.0K
2,298
+8%
增持
IVV
ISHARES TR
+$36.0K
2,258
+4%
减持
BX
BLACKSTONE INC
+$35.0K
3,252
-8%
减持
CSCO
CISCO SYS INC
+$29.0K
67,037
-2%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$29.0K
12,151
-8%
减持
PFF
ISHARES TR
-$27.0K
19,483
-2%
减持
F
FORD MTR CO DEL
-$26.0K
16,323
-6%
减持
SHW
SHERWIN WILLIAMS CO
-$25.0K
11,790
-3%
减持
SNAP
SNAP INC
+$24.0K
6,585
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$22.0K
8,237
+2%
减持
AAPL
APPLE INC
+$22.0K
58,612
-3%
增持
—
GLOBAL X FDS
+$21.0K
33,115
+12%
减持
MSFT
MICROSOFT CORP
-$20.0K
49,493
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$19.0K
8,394
+1%
增持
IJR
ISHARES TR
+$18.0K
12,544
+5%
增持
EMR
EMERSON ELEC CO
+$17.0K
31,000
+3%
建仓
—
MICROSOFT CORP
+$15.0K
1,000
