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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 86
减持 50
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.6M
70,338
-48%
减持
MSFT
MICROSOFT CORP
+$4.6M
78,895
-1%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
23,704
+137%
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
USHY
ISHARES TR
+$3.4M
137,379
+191%
减持
AVGO
BROADCOM INC
+$2.8M
10,122
-1%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$2.7M
21,304
建仓
VICI
VICI PPTYS INC
+$2.4M
75,275
建仓
HSY
HERSHEY CO
+$2.3M
12,281
减持
PFE
PFIZER INC
-$2.2M
45,050
-57%
建仓
—
CNH INDL N V
+$2.1M
170,532
增持
PFF
ISHARES TR
+$1.9M
69,666
+809%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
31,623
+7%
增持
—
LAM RESEARCH CORP
+$1.5M
9,049
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
24,562
-45%
增持
GDDY
GODADDY INC
+$1.1M
33,591
+1%
增持
IVV
ISHARES TR
+$1.1M
5,845
+44%
建仓
—
DOLPHIN ENTMT INC
+$1.0M
600,000
减持
MO
ALTRIA GROUP INC
-$1.0M
36,647
-38%
增持
FISV
FISERV INC
+$916.2K
43,411
+1%
增持
COF
CAPITAL ONE FINL CORP
+$891.0K
24,852
+2%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$851.3K
83,904
+1%
增持
AAPL
APPLE INC
+$841.4K
37,520
+1%
增持
AMAT
APPLIED MATLS INC
+$838.0K
33,983
+1%
减持
JPM
JPMORGAN CHASE & CO
+$836.4K
38,502
-2%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$780.9K
7,590
增持
ARES
ARES MANAGEMENT CORPORATION
+$696.9K
41,348
+1%
增持
NTAP
NETAPP INC
+$673.6K
51,797
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$668.8K
48,426
-0%
增持
AMP
AMERIPRISE FINL INC
+$661.2K
12,409
+1%
增持
HD
HOME DEPOT INC
+$654.1K
13,614
+1%
增持
V
VISA INC
+$638.9K
19,336
+1%
增持
—
BLACKROCK INC
+$634.9K
3,813
+0%
增持
BLV
VANGUARD BD INDEX FDS
+$622.4K
24,187
+37%
增持
CVS
CVS HEALTH CORP
+$592.0K
59,789
+1%
增持
DELL
DELL TECHNOLOGIES INC
+$552.0K
68,619
+1%
减持
QCOM
QUALCOMM INC
+$526.8K
18,410
-4%
增持
VTV
VANGUARD INDEX FDS
+$524.3K
41,088
+1%
增持
GOOGL
ALPHABET INC
+$493.4K
27,729
+7%
增持
OMF
ONEMAIN HLDGS INC
+$489.9K
37,465
+11%
减持
COST
COSTCO WHSL CORP NEW
+$479.5K
6,223
-3%
减持
—
BARRICK GOLD CORP
+$442.9K
125,212
-0%
增持
MOH
MOLINA HEALTHCARE INC
+$439.8K
11,972
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$436.8K
45,520
+11%
减持
EQH
EQUITABLE HLDGS INC
+$436.3K
96,937
-1%
减持
TGT
TARGET CORP
-$402.0K
17,448
-33%
清仓
PEP
PEPSICO INC
-$380.1K
0
-100%
增持
—
STELLANTIS N.V
+$377.3K
58,663
+13%
增持
BA
BOEING CO
+$365.8K
5,294
+0%
增持
—
SPIRIT RLTY CAP INC NEW
+$364.3K
25,072
+15%
减持
SYY
SYSCO CORP
-$358.6K
25,776
-24%
减持
—
INTENSITY THERAPEUTICS INC
-$356.5K
44,779
-76%
增持
—
ARISTA NETWORKS INC
+$353.5K
6,700
+1%
减持
IGSB
ISHARES TR
-$352.6K
36,915
-18%
增持
GILD
GILEAD SCIENCES INC
+$350.4K
51,778
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$345.1K
8,976
+12%
增持
EXPE
EXPEDIA GROUP INC
+$335.0K
6,711
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$316.6K
5,288
-0%
清仓
GOOG
ALPHABET INC
-$311.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$308.8K
9,201
+0%
增持
—
LABORATORY CORP AMER HLDGS
+$307.9K
10,714
+1%
增持
—
MARATHON OIL CORP
-$304.4K
131,024
+1%
增持
LDOS
LEIDOS HOLDINGS INC
+$292.9K
16,548
+2%
减持
LULU
LULULEMON ATHLETICA INC
+$291.4K
2,328
-0%
增持
VLO
VALERO ENERGY CORP
-$276.1K
26,774
+1%
增持
VB
VANGUARD INDEX FDS
+$259.2K
7,140
+7%
增持
ABEV
AMBEV SA
+$257.5K
1,004,887
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$252.3K
7,924
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$247.5K
29,886
-19%
增持
EVR
EVERCORE INC
+$243.9K
6,850
+2%
清仓
WMT
WALMART INC
-$239.9K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$230.5K
0
-100%
减持
RTX
RTX CORPORATION
+$229.2K
28,118
-5%
减持
NFE
NEW FORTRESS ENERGY INC
+$226.7K
46,540
-0%
增持
—
ASML HOLDING N V
+$222.0K
1,267
+1%
增持
RIO
RIO TINTO PLC
+$220.4K
15,478
+6%
建仓
BX
BLACKSTONE INC
+$220.3K
1,683
增持
SNY
SANOFI
-$220.3K
58,134
+0%
增持
IWB
ISHARES TR
+$217.4K
2,882
+26%
建仓
PLD
PROLOGIS INC.
+$216.9K
1,627
增持
INTU
INTUIT
+$215.9K
1,816
+1%
增持
CSCO
CISCO SYS INC
-$214.8K
74,572
+1%
增持
AXP
AMERICAN EXPRESS CO
+$211.9K
5,268
+1%
减持
HTZ
HERTZ GLOBAL HLDGS INC
-$204.2K
18,159
-43%
减持
—
INMODE LTD
-$203.4K
14,017
-17%
减持
NOC
NORTHROP GRUMMAN CORP
+$198.5K
7,512
-0%
减持
—
GLOBALSTAR INC
-$198.3K
236,200
-53%
减持
SPY
SPDR S&P 500 ETF TR
-$191.6K
8,246
-14%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$191.4K
125,359
-12%
减持
EXE
CHESAPEAKE ENERGY CORP
-$187.8K
12,721
-6%
增持
BND
VANGUARD BD INDEX FDS
+$186.0K
6,312
+58%
增持
RXO
RXO INC
+$185.7K
46,405
+2%
增持
ADBE
ADOBE INC
+$184.3K
2,038
+1%
增持
SHEL
SHELL PLC
+$182.2K
92,068
+1%
减持
PYPL
PAYPAL HLDGS INC
-$181.9K
5,489
-38%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$181.8K
2,932
+1%
增持
NVDA
NVIDIA CORPORATION
+$176.2K
2,781
+1%
减持
NKE
NIKE INC
-$172.1K
22,152
-18%
减持
JNJ
JOHNSON & JOHNSON
-$166.2K
15,607
-7%
减持
ISTB
ISHARES TR
-$162.7K
15,135
-20%
增持
TMUS
T-MOBILE US INC
+$162.4K
7,587
+1%
减持
—
AXALTA COATING SYS LTD
+$156.2K
25,761
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$154.5K
7,476
-0%
增持
DHR
DANAHER CORPORATION
-$149.9K
11,654
+2%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$148.6K
14,665
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$147.9K
317
+1%
增持
DOW
DOW INC
+$147.9K
32,658
+2%
增持
KHC
KRAFT HEINZ CO
+$143.2K
24,844
+8%
增持
—
EXXON MOBIL CORP
-$141.9K
8,234
+0%
建仓
—
OXFORD LANE CAP CORP
+$139.4K
28,216
减持
CVX
CHEVRON CORP NEW
-$137.3K
3,202
-12%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$136.8K
39,892
+13%
增持
—
TOTALENERGIES SE
+$135.1K
60,561
+1%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$131.5K
11,618
+1%
增持
EFOR
ASGN INC
+$130.4K
7,648
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$128.5K
15,547
-4%
增持
IJR
ISHARES TR
+$120.6K
7,628
+2%
增持
—
INSPIRE VETERINARY PARTNER
-$119.9K
220,012
+52%
建仓
—
DDC ENTERPRISE LTD
+$116.8K
25,000
减持
VZ
VERIZON COMMUNICATIONS INC
+$115.7K
26,089
-3%
减持
PG
PROCTER AND GAMBLE CO
-$113.5K
8,806
-9%
增持
EA
ELECTRONIC ARTS INC
+$113.3K
6,422
+1%
减持
F
FORD MTR CO DEL
-$112.7K
312,906
-1%
增持
—
CONSTELLIUM SE
+$112.3K
51,354
+2%
增持
ZTS
ZOETIS INC
+$111.6K
4,386
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$110.7K
47,282
-10%
增持
STZ
CONSTELLATION BRANDS INC
-$110.4K
14,886
+1%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$108.1K
7,416
+3%
增持
REZI
RESIDEO TECHNOLOGIES INC
+$107.4K
33,350
+1%
减持
SPGI
S&P GLOBAL INC
+$107.0K
2,281
-7%
增持
—
PIONEER NAT RES CO
+$105.8K
4,963
+13%
减持
UCTT
ULTRA CLEAN HLDGS INC
+$101.8K
25,643
-2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$101.3K
12,922
+14%
增持
NSP
INSPERITY INC
+$99.8K
4,271
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$93.4K
4,707
+1%
减持
IVE
ISHARES TR
+$91.9K
4,622
-0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$85.7K
22,716
+5%
增持
WAT
WATERS CORP
+$84.1K
1,354
+3%
增持
ELV
ELEVANCE HEALTH INC
+$81.0K
2,013
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$80.8K
5,066
+2%
减持
OMER
OMEROS CORP
-$79.7K
22,530
-57%
减持
EEFT
EURONET WORLDWIDE INC
+$75.6K
5,004
-8%
增持
MBUU
MALIBU BOATS INC
+$75.3K
10,438
+3%
增持
SYK
STRYKER CORPORATION
+$74.4K
2,570
+1%
增持
CNC
CENTENE CORP DEL
+$73.1K
12,020
+1%
增持
VOYA
VOYA FINANCIAL INC
+$72.5K
8,312
+3%
减持
UNP
UNION PAC CORP
-$64.0K
851
-37%
增持
EMR
EMERSON ELEC CO
+$62.5K
32,608
+1%
增持
MDLZ
MONDELEZ INTL INC
+$61.0K
14,939
+2%
减持
FTRE
FORTREA HLDGS INC
+$58.1K
10,233
-2%
减持
NEM
NEWMONT CORP
-$53.7K
13,848
-18%
