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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 65
减持 62
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
ROP
ROPER TECHNOLOGIES INC
-$3.3M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$3.0M
3,914
-83%
建仓
—
TOTALENERGIES SE
+$3.0M
64,806
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
—
GSK PLC
-$2.7M
0
-100%
清仓
WMB
WILLIAMS COS INC
-$2.6M
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$2.6M
0
-100%
清仓
NEM
NEWMONT CORP
-$2.4M
0
-100%
建仓
—
BARRICK GOLD CORP
+$1.8M
113,953
建仓
GSK
GSK PLC
+$1.5M
51,667
增持
WDC
WESTERN DIGITAL CORP.
-$1.3M
108,911
+1%
减持
USHY
ISHARES TR
-$1.2M
273,680
-9%
增持
FDX
FEDEX CORP
-$1.2M
16,166
+1%
清仓
—
BROADCOM INC
-$964.0K
0
-100%
清仓
—
HOLOGIC INC
-$863.0K
0
-100%
清仓
—
THE AARONS COMPANY INC
-$836.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$834.0K
88,849
+1%
建仓
ZTS
ZOETIS INC
+$783.0K
5,278
增持
HTZ
HERTZ GLOBAL HLDGS INC
+$742.0K
185,265
+29%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$734.0K
0
-100%
增持
SNY
SANOFI
-$715.0K
64,118
+2%
增持
META
META PLATFORMS INC
-$665.0K
28,878
+2%
建仓
GOOS
CANADA GOOSE HLDGS INC
+$651.0K
42,711
增持
JPM
JPMORGAN CHASE & CO
+$607.0K
42,128
+25%
建仓
ALLY
ALLY FINL INC
+$591.0K
21,221
增持
NKE
NIKE INC
-$577.0K
32,179
+1%
增持
PFE
PFIZER INC
-$575.0K
72,450
+1%
增持
GOOGL
ALPHABET INC
-$566.0K
44,974
+1913%
增持
LVS
LAS VEGAS SANDS CORP
+$538.0K
133,624
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$506.0K
54,631
+1%
减持
ESGU
ISHARES TR
-$481.0K
15,528
-24%
增持
SYY
SYSCO CORP
-$435.0K
33,927
+1%
清仓
HYG
ISHARES TR
-$433.0K
0
-100%
减持
ICVT
ISHARES TR
-$417.0K
46,157
-11%
增持
MSFT
MICROSOFT CORP
-$413.0K
71,490
+8%
增持
AVGO
BROADCOM INC
+$412.0K
8,827
+22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$409.0K
41,981
-1%
增持
AMZN
AMAZON COM INC
+$408.0K
50,669
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$400.0K
31,021
+1%
增持
CLF
CLEVELAND-CLIFFS INC NEW
-$380.0K
212,586
+1%
增持
ABBV
ABBVIE INC
-$363.0K
21,794
+2%
增持
TSLA
TESLA INC
+$360.0K
8,535
+202%
增持
AMAT
APPLIED MATLS INC
-$355.0K
45,426
+1%
减持
MU
MICRON TECHNOLOGY INC
-$342.0K
60,809
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$341.0K
8,753
+1%
增持
QCOM
QUALCOMM INC
-$333.0K
23,246
+0%
增持
CRM
SALESFORCE INC
-$326.0K
17,131
+1%
增持
TJX
TJX COS INC NEW
+$318.0K
45,315
+1%
减持
AAPL
APPLE INC
-$315.0K
39,425
-6%
增持
—
LABORATORY CORP AMER HLDGS
-$290.0K
11,269
+2%
减持
SHEL
SHELL PLC
-$269.0K
100,231
-0%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$264.0K
0
-100%
增持
ARES
ARES MANAGEMENT CORPORATION
+$258.0K
45,518
+1%
增持
CSCO
CISCO SYS INC
+$236.0K
59,755
+18%
增持
AMP
AMERIPRISE FINL INC
+$232.0K
14,113
+1%
增持
FISV
FISERV INC
+$231.0K
47,744
+0%
减持
LDOS
LEIDOS HOLDINGS INC
-$226.0K
16,781
-0%
增持
TGT
TARGET CORP
+$224.0K
25,980
+1%
减持
ISTB
ISHARES TR
-$222.0K
48,012
-7%
增持
OLN
OLIN CORP
-$221.0K
77,556
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$217.0K
2,383
-0%
减持
EEFT
EURONET WORLDWIDE INC
-$215.0K
8,417
-1%
增持
—
BLACKROCK INC
-$214.0K
4,224
+1%
清仓
WMT
WALMART INC
-$210.0K
0
-100%
清仓
COMT
ISHARES U S ETF TR
-$209.0K
0
-100%
清仓
VLUE
ISHARES TR
-$208.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$204.0K
0
-100%
减持
SHM
SPDR SER TR
-$203.0K
24,196
-13%
增持
—
LAM RESEARCH CORP
-$200.0K
9,865
+10%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$200.0K
0
-100%
减持
—
CONSTELLIUM SE
-$191.0K
60,017
-1%
减持
SUB
ISHARES TR
-$189.0K
3,543
-33%
增持
JNJ
JOHNSON & JOHNSON
-$183.0K
16,383
+2%
增持
UPS
UNITED PARCEL SERVICE INC
-$182.0K
8,644
+0%
减持
EXE
CHESAPEAKE ENERGY CORP
+$178.0K
13,792
-0%
减持
—
ASTRAZENECA PLC
-$177.0K
13,632
-3%
清仓
—
PROSPECT CAP CORP
-$176.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$173.0K
9,846
-4%
增持
EMR
EMERSON ELEC CO
-$173.0K
33,564
+1%
减持
CAH
CARDINAL HEALTH INC
+$172.0K
12,259
-1%
减持
—
ARISTA NETWORKS INC
+$169.0K
9,147
-1%
减持
GOVT
ISHARES TR
-$168.0K
9,807
-40%
增持
IGSB
ISHARES TR
+$168.0K
90,129
+7%
增持
PG
PROCTER AND GAMBLE CO
-$166.0K
9,469
+0%
增持
MEAR
ISHARES U S ETF TR
+$164.0K
16,559
+25%
减持
PYPL
PAYPAL HLDGS INC
+$156.0K
13,215
-6%
减持
IUSB
ISHARES TR
-$152.0K
5,670
-34%
减持
VUG
VANGUARD INDEX FDS
-$149.0K
8,401
-4%
减持
KD
KYNDRYL HLDGS INC
-$148.0K
94,482
-1%
减持
FALN
ISHARES TR
-$138.0K
29,594
-14%
减持
—
SVB FINANCIAL GROUP
-$135.0K
2,252
-0%
减持
DOW
DOW INC
-$132.0K
17,201
-0%
减持
EFV
ISHARES TR
-$132.0K
11,396
-13%
减持
UCTT
ULTRA CLEAN HLDGS INC
-$123.0K
30,077
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$120.0K
664
-1%
减持
IHRT
IHEARTMEDIA INC
-$112.0K
98,603
-7%
减持
MDLZ
MONDELEZ INTL INC
-$111.0K
15,293
-0%
减持
CIEN
CIENA CORP
-$111.0K
18,533
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$111.0K
4,935
-29%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$103.0K
8,705
-1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$99.0K
20,987
-0%
减持
EVR
EVERCORE INC
-$96.0K
8,325
-0%
增持
CFG
CITIZENS FINL GROUP INC
-$94.0K
96,468
+1%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$94.0K
16,025
+1%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
-$93.0K
28,770
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$92.0K
7,300
-0%
减持
SPGI
S&P GLOBAL INC
-$89.0K
2,765
-0%
增持
CVS
CVS HEALTH CORP
+$87.0K
28,752
+0%
减持
BA
BOEING CO
-$86.0K
5,033
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$85.0K
13,889
+4%
增持
GDDY
GODADDY INC
+$85.0K
38,960
+1%
减持
WGO
WINNEBAGO INDS INC
+$82.0K
18,127
-0%
增持
EQH
EQUITABLE HLDGS INC
+$75.0K
130,008
+1%
增持
LEN/B
LENNAR CORP
+$73.0K
48,607
+1%
减持
CNC
CENTENE CORP DEL
-$72.0K
10,432
-0%
增持
HDV
ISHARES TR
-$71.0K
13,704
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$64.0K
1,701
-0%
增持
BAC
BK OF AMERICA CORP
-$64.0K
114,058
+1%
减持
ELV
ELEVANCE HEALTH INC
-$62.0K
2,143
-0%
增持
HD
HOME DEPOT INC
+$51.0K
10,058
+1%
减持
TSCO
TRACTOR SUPPLY CO
-$50.0K
5,295
-1%
增持
GILD
GILEAD SCIENCES INC
+$43.0K
56,474
+1%
减持
LQD
ISHARES TR
-$42.0K
2,157
-10%
减持
—
AXALTA COATING SYS LTD
-$42.0K
38,322
-0%
减持
EA
ELECTRONIC ARTS INC
-$39.0K
6,531
-0%
减持
STIP
ISHARES TR
-$37.0K
5,022
-2%
增持
—
POLESTAR AUTOMOTIVE HLDG UK
-$36.0K
125,779
+20%
增持
DELL
DELL TECHNOLOGIES INC
+$35.0K
76,460
+37%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$34.0K
1,582
-2%
减持
GM
GENERAL MTRS CO
+$33.0K
107,414
-0%
增持
SPYM
SPDR SER TR
-$32.0K
15,353
+1%
减持
SHY
ISHARES TR
-$31.0K
2,691
-11%
增持
V
VISA INC
+$31.0K
19,729
+12%
减持
ACAD
ACADIA PHARMACEUTICALS INC
+$29.0K
16,015
-3%
减持
FLOT
ISHARES TR
-$27.0K
8,085
-7%
增持
UNH
UNITEDHEALTH GROUP INC
-$27.0K
7,333
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$27.0K
6,553
-1%
增持
IVV
ISHARES TR
-$23.0K
6,238
+5%
增持
NOC
NORTHROP GRUMMAN CORP
-$22.0K
7,522
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$22.0K
3,026
-0%
减持
DG
DOLLAR GEN CORP NEW
-$20.0K
3,464
-0%
增持
EFG
ISHARES TR
-$19.0K
5,395
+6%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$17.0K
45,148
-0%
增持
GLD
SPDR GOLD TR
-$17.0K
1,353
+1%
减持
IJH
ISHARES TR
-$16.0K
2,143
-0%
增持
PANW
PALO ALTO NETWORKS INC
-$15.0K
5,172
+196%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$13.0K
44,486
-1%
增持
STZ
CONSTELLATION BRANDS INC
-$12.0K
14,361
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$12.0K
4,068
+7%
增持
IJR
ISHARES TR
+$12.0K
12,102
+7%
减持
CARR
CARRIER GLOBAL CORPORATION
-$10.0K
30,587
-1%
