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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 44
增持 50
减持 21
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
GBIL
GOLDMAN SACHS ETF TR
+$7.3M
102,252
+251%
增持
BND
VANGUARD BD INDEX FDS
+$2.7M
42,196
+499%
减持
MSFT
MICROSOFT CORP
-$2.2M
69,454
-4%
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
UNH
UNITEDHEALTH GROUP INC
+$1.6M
9,429
+24%
增持
CSCO
CISCO SYS INC
+$1.6M
104,481
+25%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.5M
42,545
+1%
清仓
EVR
EVERCORE INC
-$1.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
8,094
+13%
增持
PYPL
PAYPAL HLDGS INC
+$1.3M
63,498
+1%
清仓
—
ARISTA NETWORKS INC
-$1.2M
0
-100%
减持
NEM
NEWMONT CORP
+$1.2M
105,361
-0%
建仓
DIS
DISNEY WALT CO
+$1.2M
12,393
减持
BN
BROOKFIELD CORP
+$1.2M
101,097
-0%
清仓
OMF
ONEMAIN HLDGS INC
-$1.1M
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$1.1M
0
-100%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$1.1M
0
-100%
清仓
FTNT
FORTINET INC
-$1.0M
0
-100%
增持
—
LAM RESEARCH CORP
-$1.0M
4,418
+1%
清仓
—
SPOTIFY TECHNOLOGY S A
-$1.0M
0
-100%
清仓
LW
LAMB WESTON HLDGS INC
-$960.4K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$944.8K
30,104
+6%
清仓
VEEV
VEEVA SYS INC
-$930.2K
0
-100%
增持
—
BLACKROCK INC
+$915.0K
5,428
+1%
增持
GOOGL
ALPHABET INC
+$909.7K
43,897
+25%
减持
EXE
CHESAPEAKE ENERGY CORP
-$851.3K
3,315
-76%
增持
VTV
VANGUARD INDEX FDS
+$848.9K
43,539
+3%
减持
AAPL
APPLE INC
+$818.6K
38,881
-1%
增持
META
META PLATFORMS INC
+$808.3K
11,679
+0%
减持
SLB
SCHLUMBERGER LTD
-$806.8K
97,136
-6%
增持
ORCL
ORACLE CORP
+$799.8K
25,307
+2%
减持
NVDA
NVIDIA CORPORATION
-$758.8K
42,986
-12%
增持
RTX
RTX CORPORATION
+$746.4K
35,828
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$737.8K
49,966
-0%
减持
—
CAPRI HOLDINGS LIMITED
+$736.3K
80,288
-1%
增持
IVV
ISHARES TR
+$725.4K
6,866
+16%
增持
VICI
VICI PPTYS INC
+$717.7K
145,624
+1%
建仓
EL
LAUDER ESTEE COS INC
+$696.1K
6,983
增持
VEA
VANGUARD TAX-MANAGED FDS
+$695.7K
147,550
+3%
增持
GILD
GILEAD SCIENCES INC
+$694.0K
45,358
+0%
增持
EBAY
EBAY INC.
+$669.1K
58,442
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$659.2K
68,476
-1%
增持
FISV
FISERV INC
+$637.9K
20,752
+0%
增持
AVGO
BROADCOM INC
+$622.8K
46,015
+910%
减持
NOC
NORTHROP GRUMMAN CORP
+$620.8K
6,791
-0%
减持
BCS
BARCLAYS PLC
+$601.1K
426,668
-0%
清仓
VOYA
VOYA FINANCIAL INC
-$592.9K
0
-100%
减持
GOOG
ALPHABET INC
-$571.5K
4,012
-42%
增持
QCOM
QUALCOMM INC
-$568.9K
19,818
+0%
增持
CAG
CONAGRA BRANDS INC
+$567.9K
134,073
+0%
清仓
EEFT
EURONET WORLDWIDE INC
-$560.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$542.7K
13,275
+1%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$538.0K
49,538
+1%
增持
EXPE
EXPEDIA GROUP INC
+$529.5K
23,310
+1%
增持
—
CHECK POINT SOFTWARE TECH LT
+$523.7K
18,771
+0%
增持
AMAT
APPLIED MATLS INC
-$498.8K
15,017
+0%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$497.6K
12,574
-0%
减持
TSLA
TESLA INC
+$495.8K
8,709
-3%
减持
IGSB
ISHARES TR
-$487.5K
8,995
-52%
增持
MCD
MCDONALDS CORP
+$484.5K
9,266
+1%
增持
DELL
DELL TECHNOLOGIES INC
-$482.2K
25,377
+0%
清仓
REZI
RESIDEO TECHNOLOGIES INC
-$478.7K
0
-100%
清仓
BOOT
BOOT BARN HLDGS INC
-$459.4K
0
-100%
增持
AMP
AMERIPRISE FINL INC
+$445.0K
10,301
+0%
清仓
—
AXALTA COATING SYS LTD
-$438.0K
0
-100%
减持
SRE
SEMPRA
+$432.7K
57,434
-0%
清仓
—
JUNIPER NETWORKS INC
-$431.0K
0
-100%
清仓
GANX
GAIN THERAPEUTICS INC
-$422.4K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$416.1K
18,746
+33%
建仓
LPX
LOUISIANA PAC CORP
+$414.9K
3,861
清仓
EFOR
ASGN INC
-$414.6K
0
-100%
清仓
NFE
NEW FORTRESS ENERGY INC
-$414.4K
0
-100%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$405.4K
0
-100%
清仓
IDCC
INTERDIGITAL INC
-$399.8K
0
-100%
建仓
SLGN
SILGAN HLDGS INC
+$396.5K
7,552
增持
JNJ
JOHNSON & JOHNSON
+$392.4K
21,775
+1%
清仓
WAT
WATERS CORP
-$389.1K
0
-100%
清仓
—
CONSTELLIUM SE
-$382.6K
0
-100%
清仓
LAUR
LAUREATE EDUCATION INC
-$374.3K
0
-100%
清仓
CIEN
CIENA CORP
-$368.0K
0
-100%
建仓
—
BERRY GLOBAL GROUP INC
+$367.4K
5,404
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$364.7K
6,039
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$362.2K
9,830
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$357.0K
4,070
+2%
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$347.2K
0
-100%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$339.4K
6,994
清仓
OGS
ONE GAS INC
-$335.4K
0
-100%
增持
—
FLUTTER ENTMT PLC
+$335.4K
5,506
+3%
增持
COF
CAPITAL ONE FINL CORP
+$334.1K
28,927
+0%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$328.9K
16,543
清仓
—
HEIDRICK & STRUGGLES INTL IN
-$326.3K
0
-100%
建仓
TCMD
TACTILE SYS TECHNOLOGY INC
+$320.4K
21,928
减持
PINS
PINTEREST INC
-$318.8K
22,554
-5%
增持
CAT
CATERPILLAR INC
+$318.0K
4,763
+3%
增持
—
ROYALTY PHARMA PLC
+$317.2K
145,357
+1%
建仓
—
ALKERMES PLC
+$314.7K
11,243
建仓
ASTH
ASTRANA HEALTH INC
+$312.3K
5,390
清仓
NSP
INSPERITY INC
-$311.0K
0
-100%
清仓
UPBD
UPBOUND GROUP INC
-$308.4K
0
-100%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$307.9K
8,203
增持
INCY
INCYTE CORP
+$303.8K
55,128
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$303.3K
6,904
-49%
建仓
ADUS
ADDUS HOMECARE CORP
+$299.5K
2,251
建仓
MLI
MUELLER INDS INC
+$299.4K
4,040
清仓
PLYM
PLYMOUTH INDL REIT INC
-$293.4K
0
-100%
清仓
UMH
UMH PPTYS INC
-$290.3K
0
-100%
建仓
—
ENVVENO MEDICAL CORPORATION
+$285.6K
85,000
建仓
—
ACCENTURE PLC IRELAND
+$278.5K
788
建仓
MATX
MATSON INC
+$278.0K
1,949
清仓
RHP
RYMAN HOSPITALITY PPTYS INC
-$275.9K
0
-100%
清仓
QLYS
QUALYS INC
-$274.9K
0
-100%
建仓
NHC
NATIONAL HEALTHCARE CORP
+$274.2K
2,180
清仓
—
INMODE LTD
-$270.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$269.5K
14,965
+6%
增持
SYF
SYNCHRONY FINANCIAL
+$266.0K
97,627
+0%
增持
AXP
AMERICAN EXPRESS CO
+$264.2K
5,792
+3%
建仓
OSIS
OSI SYSTEMS INC
+$263.9K
1,738
建仓
ANIP
ANI PHARMACEUTICALS INC
+$263.9K
4,423
增持
MELI
MERCADOLIBRE INC
+$262.5K
574
+3%
建仓
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$258.1K
2,620
建仓
LNTH
LANTHEUS HLDGS INC
+$250.4K
2,282
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$249.7K
0
-100%
建仓
NBN
NORTHEAST BK LEWISTON ME
+$244.3K
3,168
建仓
BLBD
BLUE BIRD CORP
+$243.9K
5,086
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$243.8K
55,660
+1%
建仓
—
GENCO SHIPPING & TRADING LTD
+$243.4K
12,481
建仓
KELYA
KELLY SVCS INC
+$243.1K
11,356
建仓
—
INTERNATIONAL SEAWAYS INC
+$240.0K
4,655
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$237.7K
1,075
建仓
PFSI
PENNYMAC FINL SVCS INC NEW
+$236.3K
2,073
建仓
NMIH
NMI HLDGS INC
+$235.9K
5,727
建仓
QCRH
QCR HOLDINGS INC
+$232.4K
3,139
建仓
PLD
PROLOGIS INC.
+$230.6K
1,826
建仓
JAKK
JAKKS PAC INC
+$230.2K
9,019
建仓
BBW
BUILD-A-BEAR WORKSHOP INC
+$229.9K
6,689
建仓
ACIW
ACI WORLDWIDE INC
+$229.4K
4,507
建仓
FHI
FEDERATED HERMES INC
+$228.4K
6,212
建仓
KFY
KORN FERRY
+$227.7K
3,026
减持
ABNB
AIRBNB INC
-$227.2K
6,351
-7%
建仓
RBCAA
REPUBLIC BANCORP INC KY
+$226.8K
3,473
建仓
PRGS
PROGRESS SOFTWARE CORP
+$225.2K
3,343
建仓
PLMR
PALOMAR HLDGS INC
+$224.2K
2,368
增持
AMZN
AMAZON COM INC
-$222.6K
37,417
+1%
建仓
SKYW
SKYWEST INC
+$217.1K
2,553
建仓
NTCT
NETSCOUT SYS INC
+$216.4K
9,951
减持
VT
VANGUARD INTL EQUITY INDEX F
-$202.2K
3,265
-38%
建仓
MBIN
MERCHANTS BANCORP IND
+$201.6K
4,484
增持
—
OXFORD LANE CAP CORP
+$198.6K
72,065
+118%
建仓
ATEN
A10 NETWORKS INC
+$196.8K
13,627
建仓
ACEL
ACCEL ENTERTAINMENT INC
+$192.6K
16,577
增持
PGR
PROGRESSIVE CORP
+$192.6K
3,753
+3%
