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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 27
增持 29
减持 84
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
DELL
DELL TECHNOLOGIES INC
+$8.6M
153,239
清仓
ACI
ALBERTSONS COS INC
-$7.6M
0
-100%
减持
IGSB
ISHARES TR
-$6.0M
319,718
-25%
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
GPN
GLOBAL PMTS INC
-$5.2M
0
-100%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$4.5M
29,883
减持
UWMC
UWM HOLDINGS CORPORATION
-$4.3M
32,725
-95%
建仓
FISV
FISERV INC
+$3.5M
33,866
清仓
PSA
PUBLIC STORAGE
-$3.5M
0
-100%
减持
LVS
LAS VEGAS SANDS CORP
-$3.4M
21,724
-81%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
44,846
+42%
减持
VTRS
VIATRIS INC
-$2.7M
117,626
-63%
减持
MSFT
MICROSOFT CORP
+$2.4M
48,493
-2%
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.3M
34,650
-39%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$2.2M
102,422
建仓
OPTU
ALTICE USA INC
+$2.2M
136,115
减持
LMT
LOCKHEED MARTIN CORP
-$2.1M
5,644
-53%
减持
—
VIACOMCBS INC
-$2.0M
73,620
-31%
减持
LDOS
LEIDOS HOLDINGS INC
-$1.9M
11,178
-63%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
31,180
-11%
建仓
—
BROADCOM INC
+$1.6M
788
减持
EEFT
EURONET WORLDWIDE INC
-$1.6M
6,381
-65%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
6,872
+30%
减持
CRNC
CERENCE INC
-$1.4M
13,123
-47%
建仓
SHM
SPDR SER TR
+$1.4M
27,917
减持
KMI
KINDER MORGAN INC DEL
-$1.4M
113,880
-40%
减持
C
CITIGROUP INC
-$1.3M
67,986
-13%
减持
PFE
PFIZER INC
+$1.2M
97,212
-8%
增持
USHY
ISHARES TR
+$1.2M
604,359
+6%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$1.1M
10,573
-75%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
12,330
-5%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$1.1M
22,078
-35%
建仓
ESGU
ISHARES TR
+$961.0K
8,902
减持
CIEN
CIENA CORP
+$922.0K
41,642
-6%
减持
AVGO
BROADCOM INC
+$906.0K
14,453
-20%
建仓
VB
VANGUARD INDEX FDS
+$897.0K
3,969
减持
FDX
FEDEX CORP
-$880.0K
1,493
-74%
增持
ABBV
ABBVIE INC
+$853.0K
30,899
+0%
减持
—
THE AARONS COMPANY INC
-$826.0K
45,373
-36%
减持
CMCSA
COMCAST CORP NEW
-$799.0K
79,807
-7%
清仓
—
HARBOR CUSTOM DEVELOPMENT IN
-$777.0K
0
-100%
增持
—
ARISTA NETWORKS INC
+$771.0K
13,240
+302%
增持
TSLA
TESLA INC
+$758.0K
2,380
+5%
减持
IHRT
IHEARTMEDIA INC
-$755.0K
92,141
-14%
减持
QCOM
QUALCOMM INC
+$753.0K
20,337
-12%
建仓
FALN
ISHARES TR
+$735.0K
24,534
增持
SPY
SPDR S&P 500 ETF TR
+$695.0K
13,926
+1%
减持
AAPL
APPLE INC
+$695.0K
50,622
-14%
减持
CVS
CVS HEALTH CORP
+$666.0K
52,224
-6%
减持
AMP
AMERIPRISE FINL INC
+$664.0K
25,546
-4%
减持
PEP
PEPSICO INC
+$651.0K
28,003
-0%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$644.0K
58,397
-33%
增持
IVV
ISHARES TR
+$637.0K
3,375
+49%
减持
—
ROYAL DUTCH SHELL PLC
-$607.0K
162,379
-6%
减持
HD
HOME DEPOT INC
+$604.0K
10,133
-8%
减持
CRM
SALESFORCE COM INC
-$595.0K
17,906
-6%
增持
STZ
CONSTELLATION BRANDS INC
+$593.0K
14,338
+1%
建仓
—
BK OF AMERICA CORP
+$588.0K
407
减持
—
SVB FINANCIAL GROUP
-$578.0K
2,225
-31%
建仓
SPYM
SPDR SER TR
+$577.0K
10,338
减持
VZ
VERIZON COMMUNICATIONS INC
-$549.0K
6,621
-60%
减持
JPM
JPMORGAN CHASE & CO
-$536.0K
39,801
-5%
增持
NKE
NIKE INC
+$532.0K
24,062
+0%
建仓
IUSB
ISHARES TR
+$519.0K
9,804
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$515.0K
18,562
-9%
减持
SHW
SHERWIN WILLIAMS CO
+$514.0K
10,826
-8%
减持
SNY
SANOFI
-$503.0K
59,841
-18%
增持
PAYX
PAYCHEX INC
+$490.0K
19,933
+0%
减持
META
META PLATFORMS INC
-$479.0K
15,851
-7%
增持
VTI
VANGUARD INDEX FDS
+$476.0K
8,916
+18%
减持
V
VISA INC
-$467.0K
18,074
-8%
增持
CNC
CENTENE CORP DEL
+$445.0K
20,928
+2%
增持
ELV
ANTHEM INC
+$443.0K
4,627
+1%
建仓
EFG
ISHARES TR
+$439.0K
3,983
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$410.0K
30,070
-14%
减持
BTI
BRITISH AMERN TOB PLC
-$410.0K
79,875
-17%
增持
—
GLAXOSMITHKLINE PLC
+$393.0K
65,177
+0%
建仓
EFV
ISHARES TR
+$388.0K
7,701
减持
PANW
PALO ALTO NETWORKS INC
-$369.0K
2,525
-32%
减持
PRU
PRUDENTIAL FINL INC
-$369.0K
3,074
-54%
减持
BND
VANGUARD BD INDEX FDS
-$366.0K
9,349
-31%
减持
—
LAM RESEARCH CORP
+$366.0K
8,522
-16%
减持
—
CONSTELLIUM SE
-$361.0K
95,223
-13%
减持
SYY
SYSCO CORP
-$349.0K
36,525
-11%
减持
WGO
WINNEBAGO INDS INC
-$334.0K
27,903
-17%
建仓
TFI
SPDR SER TR
+$330.0K
6,386
减持
WMB
WILLIAMS COS INC
-$327.0K
150,670
-8%
减持
CSCO
CISCO SYS INC
+$322.0K
62,667
-7%
建仓
UNP
UNION PAC CORP
+$306.0K
1,215
减持
VUG
VANGUARD INDEX FDS
+$306.0K
14,640
-3%
建仓
TIP
ISHARES TR
+$301.0K
2,326
增持
AZO
AUTOZONE INC
+$286.0K
714
+0%
建仓
—
CROWN ELECTROKINETICS CORP
+$284.0K
71,113
减持
GILD
GILEAD SCIENCES INC
-$282.0K
54,558
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$278.0K
2,858
+0%
减持
—
GLOBAL X FDS
-$277.0K
13,115
-60%
减持
UPS
UNITED PARCEL SERVICE INC
+$277.0K
8,643
-0%
建仓
QUAL
ISHARES TR
+$276.0K
1,899
减持
TSCO
TRACTOR SUPPLY CO
+$275.0K
14,068
-8%
减持
—
LABORATORY CORP AMER HLDGS
+$271.0K
17,769
-6%
建仓
—
ACTIVISION BLIZZARD INC
+$270.0K
4,052
减持
VTEB
VANGUARD MUN BD FDS
-$267.0K
14,542
-25%
建仓
VLUE
ISHARES TR
+$259.0K
2,370
建仓
GOVT
ISHARES TR
+$256.0K
9,579
增持
OMER
OMEROS CORP
-$256.0K
49,280
+19%
清仓
DOCU
DOCUSIGN INC
-$252.0K
0
-100%
建仓
WYNN
WYNN RESORTS LTD
+$251.0K
2,950
增持
—
BLACKROCK INC
+$249.0K
3,039
+1%
清仓
—
UNITED RENTALS INC
-$246.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$230.0K
1,365
减持
MCD
MCDONALDS CORP
+$228.0K
9,071
-1%
减持
EVR
EVERCORE INC
-$227.0K
12,095
-14%
减持
BURL
BURLINGTON STORES INC
-$221.0K
8,158
-11%
清仓
AIZ
ASSURANT INC
-$219.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$215.0K
9,458
-1%
增持
WDC
WESTERN DIGITAL CORP.
+$214.0K
16,834
+8%
减持
BA
BOEING CO
-$211.0K
4,133
-13%
增持
BAC
BK OF AMERICA CORP
+$208.0K
98,551
+0%
减持
T
AT&T INC
-$206.0K
24,993
-18%
减持
PFF
ISHARES TR
-$206.0K
13,960
-28%
减持
TMUS
T-MOBILE US INC
-$206.0K
10,116
-6%
清仓
BDX
BECTON DICKINSON & CO
-$205.0K
0
-100%
清仓
—
EXCHANGE LISTED FDS TR
-$204.0K
0
-100%
建仓
AGG
ISHARES TR
+$201.0K
1,758
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$200.0K
25,398
-0%
减持
AMZN
AMAZON COM INC
-$192.0K
2,572
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$186.0K
8,409
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$181.0K
10,946
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$180.0K
5,724
-4%
增持
IJR
ISHARES TR
+$173.0K
13,478
+7%
增持
DG
DOLLAR GEN CORP NEW
+$173.0K
4,725
+7%
增持
MDLZ
MONDELEZ INTL INC
+$172.0K
16,188
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$169.0K
65,542
-16%
建仓
—
WW INTL INC
+$161.0K
10,000
增持
SPGI
S&P GLOBAL INC
+$157.0K
3,301
+0%
减持
GDDY
GODADDY INC
+$155.0K
34,720
-13%
清仓
ET
ENERGY TRANSFER L P
-$126.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$118.0K
21,659
-9%
增持
F
FORD MTR CO DEL
+$118.0K
16,814
+3%
减持
GOOGL
ALPHABET INC
+$113.0K
2,370
-6%
减持
NEM
NEWMONT CORP
-$112.0K
49,912
-16%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$109.0K
18,509
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$105.0K
68,437
-7%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$104.0K
2,380
-6%
减持
SPRY
SILVERBACK THERAPEUTICS INC
-$103.0K
10,000
-41%
减持
BX
BLACKSTONE INC
-$102.0K
2,135
-34%
减持
VOYA
VOYA FINANCIAL INC
-$98.0K
37,735
-11%
减持
RHI
ROBERT HALF INTL INC
+$96.0K
36,028
-8%
减持
—
PAYPAL HLDGS INC
+$88.0K
1,200
-14%
减持
NOC
NORTHROP GRUMMAN CORP
-$84.0K
7,445
-10%
增持
—
HOLOGIC INC
+$80.0K
18,134
+2%
