小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 41
增持 34
减持 44
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
GBIL
GOLDMAN SACHS ETF TR
+$12.0M
344,292
+54%
减持
MSFT
MICROSOFT CORP
+$10.7M
88,527
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$8.8M
88,805
-56%
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
NVDA
NVIDIA CORPORATION
+$4.8M
99,057
-1%
减持
AVGO
BROADCOM INC
+$4.8M
44,547
-0%
清仓
—
CNH INDL N V
-$3.7M
0
-100%
增持
HD
HOME DEPOT INC
+$3.3M
11,288
+414%
清仓
GM
GENERAL MTRS CO
-$3.3M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
34,695
+1%
增持
IVV
ISHARES TR
+$2.4M
11,799
+34%
增持
—
EATON CORP PLC
+$2.3M
8,998
+181%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
183,575
+12%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$2.1M
0
-100%
建仓
DOV
DOVER CORP
+$2.0M
10,657
增持
META
META PLATFORMS INC
+$1.9M
11,767
+0%
建仓
PLD
PROLOGIS INC.
+$1.7M
15,706
增持
AMZN
AMAZON COM INC
+$1.4M
46,739
+1%
减持
BCS
BARCLAYS PLC
+$1.3M
424,891
-1%
清仓
DOCU
DOCUSIGN INC
-$1.3M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$1.2M
48,509
+1%
减持
ANET
ARISTA NETWORKS INC
+$1.2M
52,665
-3%
增持
NEM
NEWMONT CORP
+$1.1M
104,572
+1%
减持
INTU
INTUIT
+$1.1M
6,917
-3%
增持
GOOGL
ALPHABET INC
+$1.0M
45,520
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$938.7K
23,281
-2%
减持
MUB
ISHARES TR
-$905.0K
19,474
-30%
增持
DELL
DELL TECHNOLOGIES INC
+$838.1K
25,968
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$833.9K
43,437
-0%
清仓
STZ
CONSTELLATION BRANDS INC
-$820.6K
0
-100%
增持
DG
DOLLAR GEN CORP NEW
+$813.6K
29,643
+1%
减持
MU
MICRON TECHNOLOGY INC
+$776.4K
25,152
-6%
建仓
—
VIKING HOLDINGS LTD
+$767.6K
14,405
清仓
JBBB
JANUS DETROIT STR TR
-$730.0K
0
-100%
建仓
ADBE
ADOBE INC
+$727.3K
1,880
增持
VTV
VANGUARD INDEX FDS
+$713.9K
48,499
+7%
减持
—
ASML HOLDING N V
+$704.1K
6,297
-4%
减持
MRK
MERCK & CO INC
-$699.6K
47,409
-4%
减持
—
EXXON MOBIL CORP
-$674.0K
46,841
-3%
减持
SLB
SCHLUMBERGER LTD
-$671.4K
62,335
-6%
建仓
DECK
DECKERS OUTDOOR CORP
+$665.3K
6,455
减持
EMR
EMERSON ELEC CO
+$662.0K
27,959
-0%
减持
MS
MORGAN STANLEY
+$645.9K
32,672
-4%
减持
MOH
MOLINA HEALTHCARE INC
-$633.9K
17,964
-1%
增持
TSLA
TESLA INC
+$615.5K
9,715
+2%
增持
AMAT
APPLIED MATLS INC
+$610.9K
15,472
+1%
减持
BLK
BLACKROCK INC
+$608.6K
6,142
-0%
减持
PEP
PEPSICO INC
-$594.9K
25,039
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$593.0K
10,105
+0%
增持
NTAP
NETAPP INC
+$577.5K
29,900
+1%
增持
VTI
VANGUARD INDEX FDS
+$545.5K
12,317
+6%
减持
BIV
VANGUARD BD INDEX FDS
-$535.4K
56,214
-12%
清仓
LULU
LULULEMON ATHLETICA INC
-$528.2K
0
-100%
增持
VRSN
VERISIGN INC
+$509.5K
14,476
+0%
减持
AMGN
AMGEN INC
-$504.5K
14,597
-1%
减持
AMP
AMERIPRISE FINL INC
+$493.4K
10,332
-0%
减持
IT
GARTNER INC
-$492.6K
3,344
-24%
减持
EA
ELECTRONIC ARTS INC
+$465.6K
31,377
-0%
减持
PYPL
PAYPAL HLDGS INC
+$450.1K
61,860
-3%
清仓
—
BERRY GLOBAL GROUP INC
-$444.2K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$439.3K
9,910
+5%
清仓
SLGN
SILGAN HLDGS INC
-$430.0K
0
-100%
减持
INCY
INCYTE CORP
+$416.0K
55,475
-0%
清仓
LPX
LOUISIANA PAC CORP
-$394.9K
0
-100%
减持
VRT
VERTIV HOLDINGS CO
+$391.8K
7,264
-3%
增持
APH
AMPHENOL CORP NEW
+$390.2K
9,513
+14%
清仓
OSIS
OSI SYSTEMS INC
-$374.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$374.1K
6,603
+6%
减持
TGT
TARGET CORP
-$365.0K
26,475
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$364.6K
1,494
-6%
清仓
PLMR
PALOMAR HLDGS INC
-$358.7K
0
-100%
减持
EBAY
EBAY INC.
+$355.1K
58,813
-1%
清仓
JBTM
JBT MAREL CORPORATION
-$352.5K
0
-100%
减持
JAAA
JANUS DETROIT STR TR
-$330.7K
77,906
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$319.2K
8,334
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$319.1K
14,297
+6%
减持
JNJ
JOHNSON & JOHNSON
-$318.9K
21,701
-1%
清仓
TCMD
TACTILE SYS TECHNOLOGY INC
-$317.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$313.4K
6,646
+0%
增持
NFLX
NETFLIX INC
+$308.8K
638
+9%
建仓
TGTX
TG THERAPEUTICS INC
+$308.1K
8,560
增持
—
FLUTTER ENTMT PLC
+$306.5K
4,567
+1%
建仓
LNTH
LANTHEUS HLDGS INC
+$302.9K
3,700
清仓
—
CSG SYS INTL INC
-$296.6K
0
-100%
清仓
—
HEIDRICK & STRUGGLES INTL IN
-$296.5K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$295.6K
50,606
-0%
增持
INTC
INTEL CORP
+$291.5K
33,040
+67%
减持
—
BOEING CO
+$287.2K
86,841
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$284.8K
7,062
+1%
增持
AAPL
APPLE INC
-$278.7K
30,776
+4%
清仓
FHI
FEDERATED HERMES INC
-$277.0K
0
-100%
建仓
GEV
GE VERNOVA INC
+$276.2K
522
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$271.8K
12,626
-0%
减持
AXP
AMERICAN EXPRESS CO
+$271.7K
5,581
-0%
清仓
ACIW
ACI WORLDWIDE INC
-$271.5K
0
-100%
增持
IVE
ISHARES TR
+$269.6K
7,102
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$269.4K
63,085
+0%
建仓
CON
CONCENTRA GROUP HOLDINGS PAR
+$267.9K
13,025
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$266.8K
6,402
-31%
建仓
—
AUNA S A
+$263.6K
42,524
减持
CNC
CENTENE CORP DEL
-$260.8K
38,755
-0%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$260.8K
8,252
建仓
AX
AXOS FINANCIAL INC
+$258.0K
3,393
建仓
OSBC
OLD SECOND BANCORP INC ILL
+$254.6K
14,350
减持
BA
BOEING CO
-$253.5K
4,191
-37%
建仓
MDXG
MIMEDX GROUP INC
+$252.2K
41,270
建仓
ABCB
AMERIS BANCORP
+$250.5K
3,871
建仓
BELFB
BEL FUSE INC
+$250.0K
2,559
清仓
RBCAA
REPUBLIC BANCORP INC KY
-$247.6K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$247.4K
23,868
+16%
清仓
SKYW
SKYWEST INC
-$247.2K
0
-100%
减持
HSY
HERSHEY CO
-$247.1K
19,643
-4%
建仓
HWC
HANCOCK WHITNEY CORPORATION
+$246.9K
4,301
建仓
GE
GE AEROSPACE
+$245.3K
953
清仓
JAKK
JAKKS PAC INC
-$242.6K
0
-100%
建仓
TCBK
TRICO BANCSHARES
+$241.7K
5,970
建仓
VCTR
VICTORY CAP HLDGS INC
+$240.5K
3,778
建仓
SANM
SANMINA CORPORATION
+$237.1K
2,424
建仓
STRL
STERLING INFRASTRUCTURE INC
+$236.3K
1,024
减持
PINS
PINTEREST INC
+$235.3K
121,410
-9%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$234.4K
0
-100%
清仓
NTCT
NETSCOUT SYS INC
-$233.1K
0
-100%
建仓
ROCK
GIBRALTAR INDS INC
+$232.6K
3,942
清仓
NHC
NATIONAL HEALTHCARE CORP
-$230.1K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$230.0K
350
-0%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$223.9K
2,893
清仓
FISV
FISERV INC
-$220.4K
0
-100%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$219.1K
124,026
-31%
建仓
EPR
EPR PPTYS
+$215.6K
3,701
建仓
FSS
FEDERAL SIGNAL CORP
+$215.6K
2,026
建仓
PAUG
INNOVATOR ETFS TRUST
+$211.6K
5,231
清仓
ACOG
ALPHA COGNITION INC
-$210.5K
0
-100%
清仓
OGS
ONE GAS INC
-$210.4K
0
-100%
清仓
—
VIPER ENERGY INC
-$209.6K
0
-100%
建仓
FTDR
FRONTDOOR INC
+$208.5K
3,537
建仓
CRC
CALIFORNIA RES CORP
+$208.1K
4,556
建仓
TNL
TRAVEL PLUS LEISURE CO
+$206.7K
4,005
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$205.8K
0
-100%
建仓
DGII
DIGI INTL INC
+$205.7K
5,900
建仓
DGRO
ISHARES TR
+$204.7K
3,202
清仓
ESCA
ESCALADE INC
-$204.1K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$203.7K
981
清仓
HOMB
HOME BANCSHARES INC
-$203.3K
0
-100%
建仓
BHE
BENCHMARK ELECTRS INC
+$203.3K
5,236
建仓
UNTY
UNITY BANCORP INC
+$203.1K
4,314
建仓
MCRI
MONARCH CASINO & RESORT INC
+$202.5K
2,343
建仓
SM
SM ENERGY CO
+$202.0K
8,176
建仓
BDC
BELDEN INC
+$201.6K
1,741
建仓
OSPN
ONESPAN INC
+$201.4K
12,070
建仓
CCBG
CAPITAL CITY BK GROUP INC
+$201.2K
5,112
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$200.6K
3,266
