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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 51
增持 36
减持 41
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
GM
GENERAL MTRS CO
+$4.7M
103,387
减持
AVGO
BROADCOM INC
-$4.5M
5,145
-49%
增持
IVE
ISHARES TR
+$4.4M
28,032
+506%
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
HD
HOME DEPOT INC
-$4.4M
846
-94%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$4.2M
48,386
建仓
BABA
ALIBABA GROUP HLDG LTD
+$3.9M
53,557
建仓
SRE
SEMPRA
+$3.7M
51,290
增持
NEM
NEWMONT CORP
+$3.6M
117,303
+747%
清仓
GDDY
GODADDY INC
-$3.6M
0
-100%
减持
F
FORD MTR CO DEL
-$3.5M
21,883
-93%
建仓
ORCL
ORACLE CORP
+$3.3M
26,335
建仓
—
LYONDELLBASELL INDUSTRIES N
+$2.9M
28,224
建仓
—
CHECK POINT SOFTWARE TECH LT
+$2.9M
17,435
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.9M
12,276
+1267%
清仓
DHR
DANAHER CORPORATION
-$2.7M
0
-100%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$2.6M
39,766
清仓
TGT
TARGET CORP
-$2.5M
0
-100%
清仓
NKE
NIKE INC
-$2.4M
0
-100%
减持
—
LAM RESEARCH CORP
-$2.4M
4,863
-46%
减持
FISV
FISERV INC
-$2.4M
21,343
-51%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
3,847
+38%
清仓
—
BARRICK GOLD CORP
-$2.3M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$1.8M
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$1.8M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$1.7M
18,515
-46%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.6M
85,791
+22%
建仓
BILL
BILL HOLDINGS INC
+$1.6M
23,761
增持
AMZN
AMAZON COM INC
+$1.5M
16,694
+64%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
148,140
+18%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
39,728
+3%
清仓
—
STELLANTIS N.V
-$1.4M
0
-100%
减持
DELL
DELL TECHNOLOGIES INC
-$1.3M
34,295
-50%
增持
—
CNH INDL N V
+$1.3M
262,270
+54%
清仓
ALSN
ALLISON TRANSMISSION HLDGS I
-$1.2M
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.2M
0
-100%
减持
NTAP
NETAPP INC
-$1.2M
32,172
-38%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.2M
46,910
+107%
清仓
—
SPIRIT RLTY CAP INC NEW
-$1.1M
0
-100%
建仓
PAYX
PAYCHEX INC
+$1.1M
8,863
减持
VLO
VALERO ENERGY CORP
+$1.1M
26,736
-0%
清仓
RXO
RXO INC
-$1.1M
0
-100%
建仓
CSGP
COSTAR GROUP INC
+$1.1M
11,111
建仓
NEE
NEXTERA ENERGY INC
+$1.1M
16,757
清仓
—
NEW YORK CMNTY BANCORP INC
-$1.1M
0
-100%
建仓
GOOG
ALPHABET INC
+$1.1M
4,466
建仓
GNRC
GENERAC HLDGS INC
+$1.0M
8,314
建仓
O
REALTY INCOME CORP
+$1.0M
19,314
增持
VTI
VANGUARD INDEX FDS
+$1.0M
25,595
+8%
清仓
EXPE
EXPEDIA GROUP INC
-$1.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$980.2K
9,367
+14%
清仓
AZO
AUTOZONE INC
-$946.3K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$933.4K
4,380
增持
QCOM
QUALCOMM INC
+$920.6K
21,166
+15%
建仓
LEA
LEAR CORP
+$909.0K
6,274
建仓
SHW
SHERWIN WILLIAMS CO
+$904.4K
2,604
减持
AAPL
APPLE INC
-$900.9K
36,872
-2%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$877.7K
0
-100%
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$875.5K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$865.4K
5,539
-26%
增持
BSV
VANGUARD BD INDEX FDS
+$845.6K
56,758
+25%
减持
TSCO
TRACTOR SUPPLY CO
-$814.8K
1,049
-79%
减持
IGSB
ISHARES TR
-$784.6K
21,612
-41%
建仓
SNPS
SYNOPSYS INC
+$778.4K
1,362
建仓
FTNT
FORTINET INC
+$771.8K
11,299
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$725.0K
0
-100%
建仓
—
LINDE PLC
+$722.9K
1,557
增持
YUM
YUM BRANDS INC
+$696.3K
7,962
+155%
减持
LMT
LOCKHEED MARTIN CORP
-$692.6K
6,373
-20%
增持
RTX
RTX CORPORATION
+$685.9K
31,290
+11%
减持
AMP
AMERIPRISE FINL INC
+$683.0K
12,308
-1%
增持
COST
COSTCO WHSL CORP NEW
+$671.3K
6,523
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$665.7K
3,145
-41%
减持
TSLA
TESLA INC
-$656.0K
8,970
-0%
建仓
ABNB
AIRBNB INC
+$649.8K
3,939
增持
VTV
VANGUARD INDEX FDS
+$614.2K
41,489
+1%
清仓
MBUU
MALIBU BOATS INC
-$572.2K
0
-100%
减持
—
CONSTELLIUM SE
-$569.6K
20,596
-60%
增持
BIV
VANGUARD BD INDEX FDS
+$566.9K
14,972
+103%
减持
MOH
MOLINA HEALTHCARE INC
+$552.6K
11,874
-1%
减持
BA
BOEING CO
-$551.2K
4,294
-19%
减持
ADBE
ADOBE INC
-$549.8K
1,320
-35%
减持
—
MARATHON OIL CORP
+$547.3K
131,011
-0%
建仓
ETSY
ETSY INC
+$545.7K
7,941
建仓
COLB
COLUMBIA BKG SYS INC
+$544.0K
28,115
增持
PFF
ISHARES TR
+$523.1K
83,647
+20%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$482.9K
23,722
+84%
建仓
MELI
MERCADOLIBRE INC
+$480.8K
318
建仓
PEP
PEPSICO INC
+$473.1K
2,703
减持
CARR
CARRIER GLOBAL CORPORATION
-$460.8K
13,712
-37%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$459.7K
2,547
清仓
—
GLOBALSTAR INC
-$458.2K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$447.9K
57,246
+21%
增持
V
VISA INC
+$440.3K
19,616
+1%
减持
ARES
ARES MANAGEMENT CORPORATION
+$431.8K
40,223
-3%
减持
GILD
GILEAD SCIENCES INC
-$431.1K
51,378
-1%
减持
—
AXALTA COATING SYS LTD
-$428.8K
12,979
-50%
减持
VUG
VANGUARD INDEX FDS
-$411.1K
27,367
-13%
建仓
CGTX
COGNITION THERAPEUTICS INC
+$409.5K
225,000
建仓
BOX
BOX INC
+$409.3K
14,453
减持
EQH
EQUITABLE HLDGS INC
+$402.8K
95,521
-1%
减持
—
ARISTA NETWORKS INC
-$390.2K
4,096
-39%
减持
COF
CAPITAL ONE FINL CORP
+$389.7K
24,503
-1%
建仓
DOCU
DOCUSIGN INC
+$384.2K
6,452
清仓
—
INTENSITY THERAPEUTICS INC
-$383.8K
0
-100%
减持
INTU
INTUIT
-$378.5K
1,164
-36%
建仓
MRK
MERCK & CO INC
+$375.3K
2,844
建仓
LAUR
LAUREATE EDUCATION INC
+$370.7K
25,444
建仓
IDCC
INTERDIGITAL INC
+$370.4K
3,479
建仓
UPBD
UPBOUND GROUP INC
+$359.0K
10,196
建仓
—
HEIDRICK & STRUGGLES INTL IN
+$352.2K
10,464
增持
BLV
VANGUARD BD INDEX FDS
+$348.2K
29,753
+23%
建仓
OGS
ONE GAS INC
+$344.2K
5,334
建仓
BOOT
BOOT BARN HLDGS INC
+$344.1K
3,616
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$339.4K
12,732
减持
ABEV
AMBEV SA
-$337.8K
998,348
-1%
减持
NFE
NEW FORTRESS ENERGY INC
-$333.6K
46,496
-0%
减持
GSK
GSK PLC
+$327.5K
59,194
-1%
建仓
QLYS
QUALYS INC
+$326.4K
1,956
建仓
RHP
RYMAN HOSPITALITY PPTYS INC
+$324.5K
2,807
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$322.2K
2,889
建仓
FTDR
FRONTDOOR INC
+$317.6K
9,748
建仓
PLYM
PLYMOUTH INDL REIT INC
+$313.7K
13,943
增持
VICI
VICI PPTYS INC
+$311.3K
91,006
+21%
建仓
WFC
WELLS FARGO CO NEW
+$308.5K
5,323
增持
AXP
AMERICAN EXPRESS CO
+$308.4K
5,689
+8%
增持
PCAR
PACCAR INC
+$303.6K
4,513
+72%
建仓
UMH
UMH PPTYS INC
+$300.1K
18,480
增持
CMI
CUMMINS INC
+$276.2K
4,528
+3%
建仓
WMT
WALMART INC
+$275.5K
4,578
增持
CVX
CHEVRON CORP NEW
+$267.6K
4,724
+48%
增持
SYK
STRYKER CORPORATION
+$255.7K
2,865
+11%
减持
ISTB
ISHARES TR
-$253.2K
9,837
-35%
减持
MSFT
MICROSOFT CORP
+$251.1K
65,277
-17%
增持
—
EXXON MOBIL CORP
+$250.8K
9,240
+12%
增持
EXE
CHESAPEAKE ENERGY CORP
+$249.1K
13,823
+9%
建仓
XYL
XYLEM INC
+$248.1K
1,920
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$247.8K
848
增持
PG
PROCTER AND GAMBLE CO
+$246.7K
9,474
+8%
减持
EFOR
ASGN INC
-$238.1K
4,748
-38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$237.1K
8,929
-1%
建仓
ABBV
ABBVIE INC
+$231.8K
1,273
建仓
AMGN
AMGEN INC
+$222.1K
781
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$220.8K
3,178
+2%
建仓
AMLP
ALPS ETF TR
+$220.5K
4,646
清仓
BX
BLACKSTONE INC
-$220.3K
0
-100%
增持
—
PIONEER NAT RES CO
+$214.5K
5,069
+2%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$206.5K
14,541
-1%
减持
EMR
EMERSON ELEC CO
+$203.0K
29,772
-9%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$199.1K
5,265
-31%
增持
DIS
DISNEY WALT CO
+$196.8K
5,748
+2%
