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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 14
增持 30
减持 91
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
F
FORD MTR CO DEL
+$4.7M
325,978
+1703%
清仓
OLN
OLIN CORP
-$4.1M
0
-100%
减持
MSFT
MICROSOFT CORP
+$3.5M
73,221
-1%
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。
增持
VUG
VANGUARD INDEX FDS
+$3.4M
20,294
+116%
清仓
GM
GENERAL MTRS CO
-$3.3M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.2M
205,877
-14%
减持
GOOGL
ALPHABET INC
-$3.2M
26,223
-57%
清仓
BAC
BANK AMERICA CORP
-$3.2M
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$3.2M
26,979
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$3.1M
84,731
建仓
—
MARATHON OIL CORP
+$3.0M
131,968
增持
VTV
VANGUARD INDEX FDS
+$2.7M
28,246
+206%
减持
AVGO
BROADCOM INC
+$2.1M
10,473
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
70,564
+160%
增持
CVS
CVS HEALTH CORP
+$1.9M
60,555
+96%
建仓
NFE
NEW FORTRESS ENERGY INC
+$1.2M
46,062
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
22,683
-28%
减持
HDV
ISHARES TR
-$1.1M
10,781
-49%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$1.0M
11,389
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$895.7K
0
-100%
减持
—
LAM RESEARCH CORP
+$871.0K
9,179
-3%
减持
DELL
DELL TECHNOLOGIES INC
+$859.1K
70,518
-4%
减持
AAPL
APPLE INC
+$803.7K
37,509
-4%
清仓
NOW
SERVICENOW INC
-$791.4K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$744.6K
0
-100%
增持
MOH
MOLINA HEALTHCARE INC
+$686.2K
12,223
+9%
减持
VOYA
VOYA FINANCIAL INC
-$648.9K
8,036
-53%
清仓
WGO
WINNEBAGO INDS INC
-$596.6K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$595.3K
34,725
-4%
建仓
MBUU
MALIBU BOATS INC
+$594.6K
10,137
减持
CIEN
CIENA CORP
-$575.2K
8,524
-52%
减持
NTAP
NETAPP INC
+$546.7K
52,440
-3%
减持
PFE
PFIZER INC
-$529.6K
107,914
-2%
减持
CMCSA
COMCAST CORP NEW
-$512.3K
44,044
-29%
清仓
ALLY
ALLY FINL INC
-$504.3K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$503.1K
21,639
+132%
建仓
NSP
INSPERITY INC
+$488.6K
4,107
减持
GILD
GILEAD SCIENCES INC
-$467.9K
52,585
-3%
增持
BLV
VANGUARD BD INDEX FDS
+$461.1K
15,435
+70%
减持
NKE
NIKE INC
-$460.1K
27,392
-4%
减持
ARES
ARES MANAGEMENT CORPORATION
+$442.5K
42,460
-3%
减持
GNLX
GENELUX CORPORATION
-$440.4K
24,640
-45%
减持
TSLA
TESLA INC
+$436.4K
8,288
-1%
减持
JPM
JPMORGAN CHASE & CO
+$433.9K
40,090
-3%
减持
FISV
FISERV INC
+$416.1K
43,909
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$413.8K
47,352
-5%
减持
NVDA
NVIDIA CORPORATION
+$397.9K
2,755
-0%
减持
IGSB
ISHARES TR
-$385.1K
66,012
-10%
清仓
ESGU
ISHARES TR
-$384.9K
0
-100%
建仓
—
JUNIPER NETWORKS INC
+$382.4K
12,206
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$317.9K
313
-46%
减持
—
BARRICK GOLD CORP
-$302.5K
128,240
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$296.6K
37,005
+13%
增持
VB
VANGUARD INDEX FDS
+$292.6K
2,772
+103%
建仓
BND
VANGUARD BD INDEX FDS
+$290.3K
3,994
增持
IVV
ISHARES TR
+$286.3K
5,308
+5%
增持
—
NEW YORK CMNTY BANCORP INC
+$282.1K
92,202
+11%
增持
OMF
ONEMAIN HLDGS INC
+$274.2K
33,758
+4%
清仓
YUMC
YUM CHINA HLDGS INC
-$273.8K
0
-100%
减持
ABEV
AMBEV SA
+$273.8K
1,014,490
-3%
减持
PANW
PALO ALTO NETWORKS INC
+$267.2K
5,263
-2%
减持
QCOM
QUALCOMM INC
-$256.4K
19,957
-3%
减持
COST
COSTCO WHSL CORP NEW
+$255.8K
6,772
-1%
建仓
WFC
WELLS FARGO CO NEW
+$242.7K
5,687
增持
VTI
VANGUARD INDEX FDS
+$220.6K
12,317
+1%
建仓
PCAR
PACCAR INC
+$218.9K
2,617
减持
LMT
LOCKHEED MARTIN CORP
-$214.3K
8,282
-3%
建仓
LLY
LILLY ELI & CO
+$212.0K
452
减持
AMP
AMERIPRISE FINL INC
+$210.2K
12,552
-3%
减持
—
TOTALENERGIES SE
-$210.1K
61,639
-3%
减持
COF
CAPITAL ONE FINL CORP
+$208.4K
25,379
-5%
建仓
LEN/B
LENNAR CORP
+$208.3K
1,844
减持
STZ
CONSTELLATION BRANDS INC
+$206.4K
14,996
-3%
减持
SYY
SYSCO CORP
-$204.3K
34,794
-4%
增持
TGT
TARGET CORP
-$198.2K
27,543
+19%
减持
—
ICZOOM GROUP INC.
+$196.4K
71,000
-11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$195.1K
15,432
+35%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$194.3K
20,224
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$188.4K
2,004
-2%
减持
GDDY
GODADDY INC
-$185.0K
34,236
-3%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$182.9K
15,355
-3%
减持
CSCO
CISCO SYS INC
-$181.2K
76,664
-3%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$159.8K
35,299
+9%
减持
NEM
NEWMONT CORP
-$158.2K
17,363
-5%
减持
NOC
NORTHROP GRUMMAN CORP
-$155.6K
7,647
-3%
增持
CMI
CUMMINS INC
+$148.7K
4,666
+12%
减持
TSCO
TRACTOR SUPPLY CO
-$144.5K
4,967
-6%
减持
YUM
YUM BRANDS INC
-$136.0K
3,480
-26%
减持
ISTB
ISHARES TR
-$132.9K
28,895
-8%
减持
SNY
SANOFI
-$132.6K
59,319
-3%
减持
SCHW
SCHWAB CHARLES CORP
+$132.4K
49,210
-3%
建仓
—
JAYUD GLOBAL LOGISTICS LTD
+$121.9K
40,000
减持
IJH
ISHARES TR
-$119.7K
1,603
-26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$116.1K
1,619
-3%
减持
SPGI
S&P GLOBAL INC
+$116.0K
2,430
-2%
减持
LDOS
LEIDOS HOLDINGS INC
-$113.5K
16,097
-4%
减持
FLOT
ISHARES TR
-$112.6K
10,167
-19%
增持
CNC
CENTENE CORP DEL
+$106.1K
11,673
+8%
减持
UCTT
ULTRA CLEAN HLDGS INC
+$104.1K
26,075
-4%
减持
RXO
RXO INC
+$103.0K
45,296
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$100.4K
8,004
+8%
增持
MO
ALTRIA GROUP INC
+$92.6K
58,968
+2%
减持
EFOR
ASGN INC
-$92.1K
7,408
-6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$90.9K
30,559
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$88.9K
11,691
-9%
增持
BIV
VANGUARD BD INDEX FDS
+$88.3K
4,652
+36%
减持
DIS
DISNEY WALT CO
-$85.5K
7,064
-1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$83.5K
7,824
+32%
增持
IVE
ISHARES TR
+$82.6K
4,688
+6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$82.0K
2,877
-3%
增持
PYPL
PAYPAL HLDGS INC
-$81.7K
9,533
+1%
增持
—
PIONEER NAT RES CO
+$81.3K
4,301
+8%
减持
GSK
GSK PLC
-$80.7K
62,621
-4%
增持
—
SPIRIT RLTY CAP INC NEW
+$73.1K
21,804
+11%
减持
ICVT
ISHARES TR
+$71.2K
20,338
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$70.3K
7,304
-2%
增持
KMI
KINDER MORGAN INC DEL
+$69.5K
53,051
+10%
减持
EXPE
EXPEDIA GROUP INC
+$69.2K
6,507
-2%
减持
TMUS
T-MOBILE US INC
-$69.1K
7,458
-2%
减持
—
INMODE LTD
+$67.7K
16,913
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$67.3K
1,233
-14%
减持
—
ARISTA NETWORKS INC
-$66.6K
6,599
-2%
减持
EXE
CHESAPEAKE ENERGY CORP
+$66.4K
13,328
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$63.9K
37,715
-4%
减持
IJR
ISHARES TR
-$59.8K
10,185
-8%
减持
—
CONSTELLIUM SE
+$59.4K
50,151
-5%
减持
REZI
RESIDEO TECHNOLOGIES INC
-$57.5K
32,924
-6%
减持
SHEL
SHELL PLC
+$56.8K
94,510
-4%
减持
HD
HOME DEPOT INC
+$56.7K
13,809
-4%
减持
V
VISA INC
+$56.3K
19,392
-4%
清仓
—
PIONEER NAT RES CO
-$55.5K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$55.2K
1,955
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$53.1K
22,956
-3%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$52.6K
7,223
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$48.5K
7,600
-3%
减持
SBUX
STARBUCKS CORP
-$47.9K
4,594
-5%
清仓
—
WESTERN DIGITAL CORP.
-$47.2K
0
-100%
减持
ACAD
ACADIA PHARMACEUTICALS INC
+$46.9K
17,883
-12%
减持
EQH
EQUITABLE HLDGS INC
+$46.6K
102,771
-5%
减持
USHY
ISHARES TR
-$45.2K
72,859
-1%
增持
—
STELLANTIS N.V
+$44.5K
51,788
+9%
清仓
—
BOOKING HOLDINGS INC
-$43.4K
0
-100%
减持
EA
ELECTRONIC ARTS INC
+$43.2K
6,244
-2%
减持
JNJ
JOHNSON & JOHNSON
-$39.4K
17,149
-8%
减持
—
LABORATORY CORP AMER HLDGS
+$39.0K
10,844
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$37.7K
10,456
-28%
清仓
—
ILLUMINA INC
-$37.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$36.5K
8,228
+7%
减持
HTZ
HERTZ GLOBAL HLDGS INC
+$34.7K
32,073
-6%
清仓
—
SOUTHWEST AIRLS CO
-$31.8K
0
-100%
