HOHIMER WEALTH MANAGEMENT, LLC
SEATTLE WA · SEC CIK 0001802533
$8.47亿2026Q1 申报市值
383持仓数
27.1%前十大占比 · 第一大 6.0%
86 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$1,423.23万
AAPL 加仓+$1,106.05万
CF 加仓+$592.51万
NVDA 加仓+$547.74万
ACHC 新建仓+$501.83万
2026Q1 卖出最多 按季末市值估算
XLK 清仓-$1,045.62万
MU 清仓-$801.86万
LRCX 减仓-$791.21万
ASML 减仓-$685.71万
XLP 清仓-$603.95万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NJR | NEW JERSEY RES CORP | $21.34万 | 0.03% | 3,886 | -561 | -12.6% | -$3.08万 | 减仓 |
| EPR | EPR PPTYS | $21.35万 | 0.03% | 4,273 | 470 | 12.4% | $2.35万 | 重新持有 |
| APOG | APOGEE ENTERPRISES INC | $21.36万 | 0.03% | 6,370 | 1,428 | 28.9% | $4.79万 | 重新持有 |
| QTWO | Q2 HLDGS INC | $21.38万 | 0.03% | 4,520 | 1,564 | 52.9% | $7.40万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $21.46万 | 0.03% | 2,455 | 748 | 43.8% | $6.54万 | 加仓 |
| UMH | UMH PPTYS INC | $21.46万 | 0.03% | 14,874 | 2,346 | 18.7% | $3.39万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $21.47万 | 0.03% | 2,246 | 229 | 11.4% | $2.19万 | 重新持有 |
| FTDR | FRONTDOOR INC | $21.49万 | 0.03% | 4,065 | 895 | 28.2% | $4.73万 | 重新持有 |
| CCBG | CAPITAL CITY BANK | $21.50万 | 0.03% | 4,948 | -237 | -4.6% | -$1.03万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $21.51万 | 0.03% | 5,244 | 1,126 | 27.3% | $4.62万 | 重新持有 |
| BCO | BRINKS CO | $21.51万 | 0.03% | 2,076 | 2,076 | — | $21.51万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $21.53万 | 0.03% | 3,288 | -6 | -0.2% | -$393 | 减仓 |
| NMIH | NMI HLDGS INC | $21.53万 | 0.03% | 5,741 | 156 | 2.8% | $5,852 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $21.56万 | 0.03% | 1,414 | -48 | -3.3% | -$7,320 | 减仓 |
| OSPN | ONESPAN INC | $21.57万 | 0.03% | 20,488 | 6,846 | 50.2% | $7.21万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $21.58万 | 0.03% | 241 | 0 | 0.0% | — | 不变 |
| RBCAA | REPUBLIC BANCORP INC KY | $21.59万 | 0.03% | 3,060 | 149 | 5.1% | $1.05万 | 加仓 |
| BELFB | BEL FUSE INC | $21.60万 | 0.03% | 1,091 | -415 | -27.6% | -$8.22万 | 减仓 |
| FHI | FEDERATED HERMES INC | $21.63万 | 0.03% | 3,814 | -260 | -6.4% | -$1.47万 | 减仓 |
| AX | AXOS FINANCIAL INC | $21.64万 | 0.03% | 2,543 | 33 | 1.3% | $2,808 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $21.65万 | 0.03% | 9,461 | -545 | -5.4% | -$1.25万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $21.66万 | 0.03% | 2,350 | 96 | 4.3% | $8,848 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $21.67万 | 0.03% | 4,130 | 406 | 10.9% | $2.13万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $21.67万 | 0.03% | 3,278 | -708 | -17.8% | -$4.68万 | 减仓 |
| MATX | MATSON INC | $21.67万 | 0.03% | 1,322 | -1,941 | -59.5% | -$31.82万 | 重新持有 |
| QCRH | QCR HLDGS INC | $21.70万 | 0.03% | 2,539 | -272 | -9.7% | -$2.32万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $21.70万 | 0.03% | 3,412 | -46 | -1.3% | -$2,925 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $21.70万 | 0.03% | 3,844 | -508 | -11.7% | -$2.87万 | 重新持有 |
| STGW | STAGWELL INC | $21.70万 | 0.03% | 34,500 | -3,652 | -9.6% | -$2.30万 | 减仓 |
| ABCB | AMERIS BANCORP | $21.70万 | 0.03% | 2,783 | -135 | -4.6% | -$1.05万 | 减仓 |
| TCBK | TRICO BANCSHARES | $21.72万 | 0.03% | 4,569 | -268 | -5.5% | -$1.27万 | 减仓 |
| CRAI | CRA INTL INC | $21.72万 | 0.03% | 1,342 | 327 | 32.2% | $5.29万 | 加仓 |
| UNTY | UNITY BANCORP INC | $21.75万 | 0.03% | 4,196 | -253 | -5.7% | -$1.31万 | 减仓 |
| KO | COCA COLA CO | $21.76万 | 0.03% | 2,862 | 2,862 | — | $21.76万 | 新建仓 |
| ITRI | ITRON INC | $21.76万 | 0.03% | 2,428 | 734 | 43.3% | $6.58万 | 重新持有 |
| HOMB | HOME BANCSHARES INC | $21.79万 | 0.03% | 8,093 | 793 | 10.9% | $2.14万 | 加仓 |
| SKYW | SKYWEST INC | $21.82万 | 0.03% | 2,376 | 318 | 15.5% | $2.92万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $21.82万 | 0.03% | 4,779 | 0 | 0.0% | — | 重新持有 |
| NBN | NORTHEAST BK PORTLAND ME | $21.88万 | 0.03% | 1,947 | -169 | -8.0% | -$1.90万 | 减仓 |
| CTS | CTS CORP | $21.89万 | 0.03% | 4,583 | -858 | -15.8% | -$4.10万 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $21.90万 | 0.03% | 20,070 | 1,232 | 6.5% | $1.34万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $21.91万 | 0.03% | 538 | -75 | -12.2% | -$3.05万 | 重新持有 |
| FSS | FEDERAL SIGNAL CORP | $21.93万 | 0.03% | 2,028 | 237 | 13.2% | $2.56万 | 重新持有 |
| JBTM | JBT MAREL CORPORATION | $21.98万 | 0.03% | 1,719 | 198 | 13.0% | $2.53万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $21.99万 | 0.03% | 5,622 | 495 | 9.7% | $1.94万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $22.00万 | 0.03% | 10,912 | -1,585 | -12.7% | -$3.20万 | 减仓 |
| INVA | INNOVIVA INC | $22.05万 | 0.03% | 9,462 | -2,361 | -20.0% | -$5.50万 | 减仓 |
| — | ARCOSA INC | $22.09万 | 0.03% | 2,081 | -218 | -9.5% | -$2.31万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $22.13万 | 0.03% | 8,051 | -4,555 | -36.1% | -$12.52万 | 减仓 |
| MLI | MUELLER INDS INC | $22.14万 | 0.03% | 1,998 | -1,186 | -37.2% | -$13.14万 | 减仓 |
| BDC | BELDEN INC | $22.15万 | 0.03% | 1,929 | 165 | 9.4% | $1.89万 | 加仓 |
| AMCR | AMCOR PLC | $22.21万 | 0.03% | 5,588 | 5,588 | — | $22.21万 | 新建仓 |
| ATEN | A10 NETWORKS INC | $22.32万 | 0.03% | 9,654 | -1,727 | -15.2% | -$3.99万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $22.35万 | 0.03% | 5,231 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $22.36万 | 0.03% | 1,725 | -166 | -8.8% | -$2.15万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $22.43万 | 0.03% | 6,571 | -2,046 | -23.7% | -$6.99万 | 减仓 |
| DGRO | ISHARES TR | $22.47万 | 0.03% | 3,202 | -18 | -0.6% | -$1,263 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $22.53万 | 0.03% | 1,575 | 9 | 0.6% | $1,287 | 重新持有 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $22.66万 | 0.03% | 3,991 | -3,141 | -44.0% | -$17.83万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.87万 | 0.03% | 465 | -6 | -1.3% | -$2,951 | 减仓 |
| XYL | XYLEM INC | $22.94万 | 0.03% | 1,920 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $22.98万 | 0.03% | 3,321 | -475 | -12.5% | -$3.29万 | 减仓 |
| MGK | VANGUARD WORLD FD | $23.63万 | 0.03% | 643 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $23.64万 | 0.03% | 4,600 | 4,600 | — | $23.64万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $23.70万 | 0.03% | 7,069 | -162 | -2.2% | -$5,432 | 重新持有 |
| PLAB | PHOTRONICS INC | $23.94万 | 0.03% | 5,925 | -3,521 | -37.3% | -$14.23万 | 减仓 |
| — | CALAMOS ETF TR | $23.98万 | 0.03% | 8,888 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $24.25万 | 0.03% | 1,560 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $24.37万 | 0.03% | 2,612 | 2 | 0.1% | $187 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $24.85万 | 0.03% | 2,653 | -56 | -2.1% | -$5,244 | 重新持有 |
| IAG | IAMGOLD CORP | $24.98万 | 0.03% | 13,275 | 13,275 | — | $24.98万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $25.18万 | 0.03% | 4,248 | 4,248 | — | $25.18万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $25.36万 | 0.03% | 10,519 | 4,819 | 84.5% | $11.62万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $25.38万 | 0.03% | 372 | -5,911 | -94.1% | -$403.27万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $25.47万 | 0.03% | 5,978 | 5,978 | — | $25.47万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $25.48万 | 0.03% | 11,878 | -3,590 | -23.2% | -$7.70万 | 重新持有 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $25.51万 | 0.03% | 7,713 | 7,713 | — | $25.51万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.57万 | 0.03% | 757 | 19 | 2.6% | $6,418 | 加仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $25.60万 | 0.03% | 13,066 | 1,094 | 9.1% | $2.14万 | 重新持有 |
| MMSI | MERIT MED SYS INC | $25.67万 | 0.03% | 3,724 | 1,106 | 42.2% | $7.62万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $25.69万 | 0.03% | 12,009 | 12,009 | — | $25.69万 | 新建仓 |
| LIVN | LIVANOVA PLC | $25.70万 | 0.03% | 4,043 | 4,043 | — | $25.70万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $25.72万 | 0.03% | 2,633 | 338 | 14.7% | $3.30万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $25.97万 | 0.03% | 10,236 | 10,236 | — | $25.97万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $26.37万 | 0.03% | 4,320 | -174 | -3.9% | -$1.06万 | 减仓 |
| HAL | HALLIBURTON CO | $26.64万 | 0.03% | 6,833 | 6,833 | — | $26.64万 | 新建仓 |
| ASML | ASML HLDG NV | $26.68万 | 0.03% | 202 | -5,191 | -96.3% | -$685.71万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $26.71万 | 0.03% | 1,034 | -180 | -14.8% | -$4.65万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $26.77万 | 0.03% | 3,481 | 51 | 1.5% | $3,922 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.97万 | 0.03% | 2,723 | -55 | -2.0% | -$5,448 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $27.22万 | 0.03% | 10,995 | -5,436 | -33.1% | -$13.46万 | 减仓 |
| HL | HECLA MINING COMPANY | $27.35万 | 0.03% | 14,681 | 14,681 | — | $27.35万 | 新建仓 |
| SNEX | STONEX GROUP INC | $27.39万 | 0.03% | 3,396 | 3,396 | — | $27.39万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $27.54万 | 0.03% | 5,971 | 5,971 | — | $27.54万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.82万 | 0.03% | 5,191 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $30.06万 | 0.04% | 9,640 | 9,640 | — | $30.06万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $30.42万 | 0.04% | 1,438 | 1,438 | — | $30.42万 | 新建仓 |
| GE | GE AEROSPACE | $30.53万 | 0.04% | 1,076 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $30.74万 | 0.04% | 8,693 | -357 | -3.9% | -$1.26万 | 减仓 |
| CSX | CSX CORP | $30.80万 | 0.04% | 7,502 | 0 | 0.0% | — | 不变 |