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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 52
增持 43
减持 35
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.5M
70,061
+128%
清仓
BCS
BARCLAYS PLC
-$7.9M
0
-100%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$6.5M
490,650
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。
建仓
AEM
AGNICO EAGLE MINES LTD
+$6.4M
37,803
清仓
NEM
NEWMONT CORP
-$6.1M
0
-100%
建仓
SILJ
AMPLIFY ETF TR
+$6.0M
258,291
清仓
MOH
MOLINA HEALTHCARE INC
-$5.4M
0
-100%
建仓
LYFT
LYFT INC
+$5.3M
240,270
增持
USHY
ISHARES TR
+$5.1M
244,725
+121%
清仓
EA
ELECTRONIC ARTS INC
-$5.0M
0
-100%
建仓
SMR
NUSCALE PWR CORP
+$4.9M
244,004
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$4.6M
14,319
清仓
MS
MORGAN STANLEY
-$4.6M
0
-100%
建仓
USB
US BANCORP DEL
+$4.2M
85,911
建仓
CI
THE CIGNA GROUP
+$4.1M
14,382
建仓
—
NEW GOLD INC CDA
+$4.1M
577,334
建仓
GDX
VANECK ETF TRUST
+$4.0M
52,217
建仓
VG
VENTURE GLOBAL INC
+$4.0M
278,697
清仓
ZM
ZOOM COMMUNICATIONS INC
-$3.9M
0
-100%
建仓
AGI
ALAMOS GOLD INC NEW
+$3.8M
108,971
建仓
MARA
MARA HOLDINGS INC
+$3.7M
400,500
增持
CVX
CHEVRON CORP NEW
+$3.6M
53,317
+583%
建仓
CCJ
CAMECO CORP
+$3.6M
78,655
增持
MSFT
MICROSOFT CORP
+$3.6M
91,937
+4%
减持
PINS
PINTEREST INC
-$3.5M
27,266
-78%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$3.4M
230,449
+1219%
清仓
DG
DOLLAR GEN CORP NEW
-$3.4M
0
-100%
建仓
DIS
DISNEY WALT CO
+$3.3M
29,138
清仓
HSY
HERSHEY CO
-$3.3M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$3.2M
30,686
+220%
建仓
SBSW
SIBANYE STILLWATER LTD
+$3.2M
280,317
建仓
AG
FIRST MAJESTIC SILVER CORP
+$3.1M
254,793
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.1M
21,696
+229%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$3.0M
82,947
增持
MCD
MCDONALDS CORP
+$3.0M
18,832
+103%
增持
TSLA
TESLA INC
+$2.9M
13,553
+40%
建仓
FISV
FISERV INC
+$2.9M
22,627
增持
—
ACCENTURE PLC IRELAND
+$2.9M
12,582
+1477%
增持
CRM
SALESFORCE INC
+$2.8M
13,355
+1009%
建仓
GDXJ
VANECK ETF TRUST
+$2.8M
28,110
减持
BSV
VANGUARD BD INDEX FDS
-$2.7M
54,876
-38%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$2.7M
18,550
建仓
QXO
QXO INC
+$2.6M
138,815
增持
ADBE
ADOBE INC
+$2.6M
9,528
+407%
减持
GOOGL
ALPHABET INC
+$2.6M
43,773
-4%
清仓
TGT
TARGET CORP
-$2.6M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$2.5M
34,300
+281%
增持
UNP
UNION PAC CORP
+$2.5M
12,144
+618%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$2.5M
7,976
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.4M
31,745
增持
PLD
PROLOGIS INC.
+$2.3M
34,828
+122%
建仓
LOW
LOWES COS INC
+$2.3M
9,079
建仓
CMCSA
COMCAST CORP NEW
+$2.3M
72,111
增持
SBUX
STARBUCKS CORP
+$2.3M
58,966
+899%
建仓
CDW
CDW CORP
+$2.2M
13,982
增持
CNQ
CANADIAN NAT RES LTD
+$2.2M
117,807
+140%
建仓
DHR
DANAHER CORPORATION
+$2.2M
11,189
清仓
SLB
SCHLUMBERGER LTD
-$2.1M
0
-100%
清仓
CNC
CENTENE CORP DEL
-$2.1M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
35,622
+3%
建仓
PPTA
PERPETUA RESOURCES CORP
+$1.8M
89,570
建仓
IAUX
I-80 GOLD CORP
+$1.7M
1,802,600
增持
AMZN
AMAZON COM INC
+$1.7M
54,353
+16%
增持
MU
MICRON TECHNOLOGY INC
+$1.6M
28,226
+12%
减持
META
META PLATFORMS INC
-$1.6M
9,622
-18%
增持
—
EXXON MOBIL CORP
+$1.5M
58,464
+25%
增持
BIV
VANGUARD BD INDEX FDS
+$1.5M
75,282
+34%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.5M
163,546
+32%
减持
EXPE
EXPEDIA GROUP INC
-$1.4M
14,503
-46%
增持
PEP
PEPSICO INC
+$1.4M
33,482
+34%
减持
INTU
INTUIT
-$1.4M
5,944
-14%
清仓
IT
GARTNER INC
-$1.4M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.3M
331,067
-4%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$1.3M
76,250
建仓
PAAS
PAN AMERN SILVER CORP
+$1.2M
31,945
增持
—
UNILEVER PLC
+$1.2M
37,587
+129%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.2M
18,026
减持
CSCO
CISCO SYS INC
-$1.2M
4,500
-79%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.1M
11,370
-10%
减持
EBAY
EBAY INC.
-$1.1M
35,660
-39%
增持
AMAT
APPLIED MATLS INC
+$1.1M
19,153
+24%
建仓
ORLA
ORLA MNG LTD NEW
+$1.1M
99,900
增持
SRE
SEMPRA
+$1.1M
65,670
+2%
减持
SHW
SHERWIN WILLIAMS CO
-$1.1M
772
-80%
减持
LRCX
LAM RESEARCH CORP
+$1.0M
43,098
-11%
清仓
BKR
BAKER HUGHES COMPANY
-$1.0M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.0M
29,324
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$1.0M
9,557
+18%
增持
NVO
NOVO-NORDISK A S
+$999.0K
28,382
+240%
增持
MRK
MERCK & CO INC
+$995.8K
56,579
+19%
建仓
—
NOVOCURE LTD
+$989.7K
76,600
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$967.9K
0
-100%
建仓
VENU
VENU HLDG CORP
+$960.8K
75,000
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$881.0K
1,564
-79%
建仓
FEAM
5E ADVANCED MATERIALS INC
+$785.3K
225,000
减持
ANET
ARISTA NETWORKS INC
-$773.5K
31,670
-40%
减持
AVGO
BROADCOM INC
-$772.6K
34,879
-22%
建仓
CF
CF INDS HLDGS INC
+$732.8K
8,170
增持
JNJ
JOHNSON & JOHNSON
+$729.8K
21,813
+1%
建仓
ADSK
AUTODESK INC
+$726.8K
2,288
减持
COST
COSTCO WHSL CORP NEW
-$724.2K
6,325
-5%
减持
—
FLUTTER ENTMT PLC
-$701.6K
2,376
-48%
增持
NTAP
NETAPP INC
+$682.6K
32,656
+9%
建仓
ADI
ANALOG DEVICES INC
+$678.2K
2,760
增持
VTV
VANGUARD INDEX FDS
+$671.5K
49,564
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$658.1K
185,643
+1%
减持
MUB
ISHARES TR
-$646.9K
13,032
-33%
建仓
A
AGILENT TECHNOLOGIES INC
+$642.9K
5,009
建仓
—
DUPONT DE NEMOURS INC
+$642.7K
8,250
建仓
BRO
BROWN & BROWN INC
+$633.6K
6,756
建仓
HCA
HCA HEALTHCARE INC
+$632.2K
1,483
减持
BLK
BLACKROCK INC
-$631.9K
4,986
-19%
清仓
SNEX
STONEX GROUP INC
-$626.8K
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$619.6K
26,197
建仓
—
NXP SEMICONDUCTORS N V
+$605.1K
2,657
减持
AMP
AMERIPRISE FINL INC
-$588.2K
10,029
-3%
增持
IVV
ISHARES TR
+$582.0K
11,815
+0%
建仓
ABNB
AIRBNB INC
+$581.6K
4,790
建仓
ROP
ROPER TECHNOLOGIES INC
+$567.0K
1,137
建仓
JKHY
HENRY JACK & ASSOC INC
+$566.7K
3,805
建仓
TDG
TRANSDIGM GROUP INC
+$556.2K
422
清仓
OWL
BLUE OWL CAPITAL INC
-$522.1K
0
-100%
增持
AMGN
AMGEN INC
+$514.7K
16,266
+11%
减持
VRSN
VERISIGN INC
-$507.8K
13,138
-9%
清仓
TM
TOYOTA MOTOR CORP
-$505.6K
0
-100%
建仓
NMAX
NEWSMAX INC
+$502.8K
40,550
减持
DELL
DELL TECHNOLOGIES INC
+$479.8K
25,841
-0%
减持
VICI
VICI PPTYS INC
-$465.3K
129,629
-10%
减持
JAAA
JANUS DETROIT STR TR
-$404.1K
69,902
-10%
增持
—
EATON CORP PLC
+$401.2K
9,655
+7%
减持
NOC
NORTHROP GRUMMAN CORP
+$397.0K
6,287
-8%
增持
POST
POST HLDGS INC
+$375.9K
8,669
+70%
减持
ACAD
ACADIA PHARMACEUTICALS INC
-$370.3K
101,800
-14%
减持
SPY
SPDR S&P 500 ETF TR
+$366.0K
9,922
-2%
增持
IVE
ISHARES TR
+$352.4K
8,427
+19%
减持
NEE
NEXTERA ENERGY INC
-$350.2K
11,075
-35%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$335.1K
3,269
+54%
减持
PANW
PALO ALTO NETWORKS INC
-$334.7K
6,732
-19%
增持
CAT
CATERPILLAR INC
+$330.0K
3,665
+0%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$329.8K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$329.0K
12,910
-3%
建仓
MWA
MUELLER WTR PRODS INC
+$322.8K
12,648
减持
HD
HOME DEPOT INC
+$320.8K
11,006
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$318.6K
43,843
-13%
清仓
TGTX
TG THERAPEUTICS INC
-$308.1K
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$302.9K
0
-100%
增持
CNI
CANADIAN NATL RY CO
-$302.2K
37,392
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$290.9K
6,245
-12%
减持
GOOG
ALPHABET INC
+$290.8K
4,462
-1%
减持
VTI
VANGUARD INDEX FDS
+$289.5K
12,289
-0%
