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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 9
增持 34
减持 85
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
USHY
ISHARES TR
-$15.6M
300,970
-55%
减持
IGSB
ISHARES TR
-$12.0M
84,547
-73%
清仓
IVE
ISHARES TR
-$9.9M
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。
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$8.9M
44,802
-80%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$7.6M
42,401
-50%
减持
NVDA
NVIDIA CORPORATION
-$5.1M
23,105
-27%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$4.9M
0
-100%
减持
AVGO
BROADCOM INC
-$4.7M
7,219
-45%
减持
AMP
AMERIPRISE FINL INC
-$4.5M
13,984
-46%
减持
DELL
DELL TECHNOLOGIES INC
-$4.2M
55,778
-59%
减持
AAPL
APPLE INC
-$4.0M
42,161
-25%
清仓
BTI
BRITISH AMERN TOB PLC
-$3.6M
0
-100%
建仓
TGT
TARGET CORP
+$3.6M
25,707
增持
AMZN
AMAZON COM INC
-$3.3M
50,068
+1784%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$3.3M
15,842
-49%
减持
SHEL
SHELL PLC
-$3.3M
100,518
-35%
增持
LVS
LAS VEGAS SANDS CORP
+$3.3M
133,261
+329%
增持
FDX
FEDEX CORP
+$3.2M
15,938
+789%
减持
EXE
CHESAPEAKE ENERGY CORP
-$3.1M
13,818
-72%
减持
CVS
CVS HEALTH CORP
-$2.8M
28,658
-47%
清仓
—
DISCOVERY INC
-$2.6M
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$2.6M
190,623
减持
WMB
WILLIAMS COS INC
-$2.5M
84,060
-45%
减持
HTZ
HERTZ GLOBAL HLDGS INC
-$2.4M
143,586
-32%
减持
TSCO
TRACTOR SUPPLY CO
-$2.4M
5,335
-64%
减持
AMAT
APPLIED MATLS INC
-$2.3M
44,816
-8%
减持
SCHW
SCHWAB CHARLES CORP
-$2.2M
54,125
-19%
减持
—
LABORATORY CORP AMER HLDGS
-$2.2M
11,085
-39%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.2M
30,789
-57%
减持
GOOGL
ALPHABET INC
-$2.1M
2,234
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
7,263
-35%
减持
ABBV
ABBVIE INC
-$2.0M
21,467
-34%
增持
MSFT
MICROSOFT CORP
+$1.9M
66,438
+36%
减持
EFOR
ASGN INC
-$1.9M
17,348
-42%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.8M
8,778
-60%
减持
JPM
JPMORGAN CHASE & CO
-$1.8M
33,698
-18%
减持
CIEN
CIENA CORP
-$1.7M
18,817
-56%
减持
SHM
SPDR SER TR
-$1.6M
27,887
-55%
清仓
OPTU
ALTICE USA INC
-$1.6M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
13,374
-9%
减持
ARES
ARES MANAGEMENT CORPORATION
-$1.6M
45,058
-12%
清仓
BURL
BURLINGTON STORES INC
-$1.6M
0
-100%
减持
PFE
PFIZER INC
-$1.5M
71,436
-30%
减持
CSCO
CISCO SYS INC
-$1.5M
50,513
-22%
减持
VOYA
VOYA FINANCIAL INC
-$1.4M
20,570
-48%
减持
ELV
ELEVANCE HEALTH INC
-$1.2M
2,145
-54%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
8,729
-20%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
16,106
-29%
减持
CRM
SALESFORCE INC
-$1.2M
16,908
-9%
增持
ISTB
ISHARES TR
+$1.1M
51,373
+88%
增持
TSLA
TESLA INC
-$1.1M
2,828
+3%
减持
—
CONSTELLIUM SE
-$1.0M
60,527
-40%
增持
IHRT
IHEARTMEDIA INC
-$1.0M
105,801
+9%
减持
—
ARISTA NETWORKS INC
-$993.0K
9,216
-31%
增持
—
LAM RESEARCH CORP
-$945.0K
8,942
+1%
减持
—
AXALTA COATING SYS LTD
-$944.0K
38,413
-47%
增持
LMT
LOCKHEED MARTIN CORP
+$929.0K
8,656
+37%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$897.0K
30,127
减持
CNC
CENTENE CORP DEL
-$888.0K
10,444
-50%
减持
EQH
EQUITABLE HLDGS INC
-$883.0K
128,520
-6%
增持
BAC
BK OF AMERICA CORP
-$867.0K
112,723
+6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$791.0K
3,030
-52%
减持
WDC
WESTERN DIGITAL CORP.
-$784.0K
107,946
-5%
减持
VTI
VANGUARD INDEX FDS
-$740.0K
10,285
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$740.0K
1,706
-40%
减持
V
VISA INC
-$737.0K
17,643
-7%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$734.0K
65,626
减持
ICVT
ISHARES TR
-$727.0K
51,859
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$710.0K
1,746
-31%
减持
WGO
WINNEBAGO INDS INC
-$708.0K
18,177
-38%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$694.0K
16,574
-39%
增持
META
META PLATFORMS INC
+$692.0K
28,419
+62%
减持
EMR
EMERSON ELEC CO
-$679.0K
33,078
-2%
减持
COST
COSTCO WHSL CORP NEW
-$670.0K
6,823
-0%
建仓
MEAR
ISHARES U S ETF TR
+$658.0K
13,235
减持
EVR
EVERCORE INC
-$650.0K
8,343
-35%
减持
LEN/B
LENNAR CORP
-$636.0K
48,039
-5%
增持
PYPL
PAYPAL HLDGS INC
-$634.0K
14,042
+1%
清仓
BND
VANGUARD BD INDEX FDS
-$625.0K
0
-100%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$620.0K
45,191
-28%
建仓
—
GLOBALSTAR INC
+$615.0K
500,000
减持
EW
EDWARDS LIFESCIENCES CORP
-$578.0K
7,307
-32%
减持
—
BROADCOM INC
-$577.0K
641
-18%
减持
IUSB
ISHARES TR
-$563.0K
8,635
-56%
减持
AZO
AUTOZONE INC
-$560.0K
416
-41%
减持
SYK
STRYKER CORPORATION
-$555.0K
3,186
-28%
增持
CMCSA
COMCAST CORP NEW
-$532.0K
87,661
+3%
减持
EA
ELECTRONIC ARTS INC
-$527.0K
6,539
-37%
减持
—
HOLOGIC INC
-$519.0K
12,453
-31%
增持
FISV
FISERV INC
+$502.0K
47,612
+29%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$483.0K
6,587
-21%
减持
HD
HOME DEPOT INC
-$465.0K
9,932
-7%
减持
NOW
SERVICENOW INC
-$453.0K
1,800
-23%
减持
SPGI
S&P GLOBAL INC
-$400.0K
2,767
-15%
增持
NEM
NEWMONT CORP
-$399.0K
39,404
+14%
减持
—
GSK PLC
-$395.0K
61,732
-13%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$389.0K
672
-16%
减持
IJR
ISHARES TR
-$388.0K
11,283
-15%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$367.0K
28,327
+15%
减持
VTEB
VANGUARD MUN BD FDS
-$366.0K
6,988
-50%
增持
LDOS
LEIDOS HOLDINGS INC
+$364.0K
16,816
+37%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$362.0K
211,051
+89%
增持
CFG
CITIZENS FINL GROUP INC
-$360.0K
95,522
+15%
清仓
TFI
SPDR SER TR
-$357.0K
0
-100%
减持
FALN
ISHARES TR
-$348.0K
34,309
-20%
增持
SUB
ISHARES TR
+$347.0K
5,279
+168%
增持
—
SVB FINANCIAL GROUP
-$344.0K
2,257
+2%
增持
QCOM
QUALCOMM INC
-$335.0K
23,165
+7%
减持
SYY
SYSCO CORP
-$328.0K
33,455
-14%
清仓
BHC
BAUSCH HEALTH COS INC
-$311.0K
0
-100%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$285.0K
21,010
+58%
增持
ROP
ROPER TECHNOLOGIES INC
-$279.0K
8,242
+10%
清仓
IJK
ISHARES TR
-$277.0K
0
-100%
增持
GDDY
GODADDY INC
-$275.0K
38,466
+9%
减持
TMUS
T-MOBILE US INC
-$272.0K
7,637
-25%
增持
ESGU
ISHARES TR
-$260.0K
20,434
+5%
增持
EEFT
EURONET WORLDWIDE INC
+$260.0K
8,480
+86%
清仓
SWK
STANLEY BLACK & DECKER INC
-$257.0K
0
-100%
增持
OLN
OLIN CORP
-$256.0K
76,642
+5%
建仓
SHY
ISHARES TR
+$250.0K
3,014
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$250.0K
30,582
-5%
清仓
—
ACCENTURE PLC IRELAND
-$250.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$247.0K
0
-100%
清仓
ESGE
ISHARES INC
-$246.0K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$239.0K
14,203
-8%
清仓
SNAP
SNAP INC
-$239.0K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$235.0K
0
-100%
增持
NKE
NIKE INC
-$233.0K
31,820
+23%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$232.0K
0
-100%
清仓
IWM
ISHARES TR
-$228.0K
0
-100%
清仓
MBB
ISHARES TR
-$224.0K
0
-100%
清仓
PLD
PROLOGIS INC.
-$220.0K
0
-100%
减持
DOW
DOW INC
-$219.0K
17,203
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$215.0K
2,386
-0%
建仓
YUMC
YUM CHINA HLDGS INC
+$210.0K
4,320
清仓
TIP
ISHARES TR
-$210.0K
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$206.0K
3,468
-27%
增持
—
THE AARONS COMPANY INC
-$188.0K
57,469
+13%
减持
T
AT&T INC
-$178.0K
23,032
-18%
建仓
—
POLESTAR AUTOMOTIVE HLDG UK
+$174.0K
104,675
增持
IVV
ISHARES TR
+$159.0K
5,959
+29%
增持
MU
MICRON TECHNOLOGY INC
+$154.0K
61,315
+48%
清仓
—
GORES GUGGENHEIM INC
-$150.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$144.0K
1,753
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$143.0K
14,509
-27%
减持
VLUE
ISHARES TR
-$142.0K
2,302
-31%
减持
IWB
ISHARES TR
-$136.0K
2,703
-3%
减持
SNY
SANOFI
-$131.0K
63,031
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$124.0K
1,618
+0%
增持
GM
GENERAL MTRS CO
+$123.0K
107,501
+43%
