HOHIMER WEALTH MANAGEMENT, LLC
SEATTLE WA · SEC CIK 0001802533
$10.02亿2026Q2 申报市值
394持仓数
29.0%前十大占比 · 第一大 7.8%
40 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MSFT 加仓+$2,995.83万
TIDAL TRUST III 新建仓+$1,505.10万
GBIL 加仓+$840.08万
SMMT 新建仓+$494.07万
VG 新建仓+$426.39万
2026Q2 卖出最多 按季末市值估算
CF 清仓-$634.82万
SBSW 清仓-$520.70万
EBAY 清仓-$419.48万
CRGY 清仓-$280.67万
GDXJ 清仓-$272.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $50.83万 | 0.05% | 4,074 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $51.52万 | 0.05% | 11,274 | -486 | -4.1% | -$2.22万 | 减仓 |
| ABBV | ABBVIE INC | $51.55万 | 0.05% | 2,049 | 8 | 0.4% | $2,013 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $54.10万 | 0.05% | 17,400 | 11,250 | 182.9% | $34.98万 | 加仓 |
| IWF | ISHARES TR | $54.44万 | 0.05% | 4,384 | 24 | 0.6% | $2,980 | 加仓 |
| NEM | NEWMONT CORP | $56.28万 | 0.06% | 6,026 | 2,065 | 52.1% | $19.29万 | 加仓 |
| IJH | ISHARES TR | $58.02万 | 0.06% | 7,524 | -78 | -1.0% | -$6,015 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.25万 | 0.06% | 791 | 24 | 3.1% | $1.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $58.66万 | 0.06% | 4,000 | 4,000 | — | $58.66万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $60.30万 | 0.06% | 18,925 | 75 | 0.4% | $2,390 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $60.50万 | 0.06% | 4,393 | 176 | 4.2% | $2.42万 | 加仓 |
| HL | HECLA MINING COMPANY | $60.84万 | 0.06% | 39,431 | 24,750 | 168.6% | $38.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.90万 | 0.06% | 2,398 | 29 | 1.2% | $7,365 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $62.27万 | 0.06% | 2,211 | 88 | 4.1% | $2.48万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $62.74万 | 0.06% | 18,541 | 1 | 0.0% | $34 | 加仓 |
| SE | SEA LTD | $63.39万 | 0.06% | 6,615 | 318 | 5.1% | $3.05万 | 加仓 |
| SONY | SONY GROUP CORP | $65.00万 | 0.06% | 32,401 | 32,401 | — | $65.00万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $67.27万 | 0.07% | 505 | 18 | 3.7% | $2.40万 | 加仓 |
| GEV | GE VERNOVA INC | $68.14万 | 0.07% | 580 | 1 | 0.2% | $1,175 | 加仓 |
| WMT | WALMART INC | $68.63万 | 0.07% | 6,060 | -332 | -5.2% | -$3.76万 | 减仓 |
| JBS | JBS N.V. | $68.98万 | 0.07% | 58,211 | -2,301 | -3.8% | -$2.73万 | 减仓 |
| DXCM | DEXCOM INC | $69.06万 | 0.07% | 10,254 | 10,254 | — | $69.06万 | 新建仓 |
| PSA | PUBLIC STORAGE | $70.08万 | 0.07% | 2,202 | 84 | 4.0% | $2.67万 | 加仓 |
| NFLX | NETFLIX INC. | $70.35万 | 0.07% | 9,853 | 428 | 4.5% | $3.06万 | 加仓 |
| CDE | COEUR MNG INC | $71.34万 | 0.07% | 43,711 | 25,058 | 134.3% | $40.89万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.83万 | 0.07% | 6,157 | -3,562 | -36.6% | -$41.56万 | 减仓 |
| LQD | ISHARES TR | $72.04万 | 0.07% | 6,605 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $72.35万 | 0.07% | 7,517 | 56 | 0.8% | $5,390 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $72.66万 | 0.07% | 5,470 | 239 | 4.6% | $3.17万 | 加仓 |
| FNV | FRANCO NEV CORP | $72.95万 | 0.07% | 3,500 | 2,000 | 133.3% | $41.69万 | 加仓 |
| RGLD | ROYAL GOLD INC | $73.10万 | 0.07% | 3,662 | 2,000 | 120.3% | $39.92万 | 加仓 |
| AME | AMETEK INC | $73.51万 | 0.07% | 3,038 | 108 | 3.7% | $2.61万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $73.90万 | 0.07% | 16,500 | 8,500 | 106.2% | $38.07万 | 加仓 |
| IWM | ISHARES TR | $74.66万 | 0.07% | 2,485 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $76.00万 | 0.08% | 1,530 | 67 | 4.6% | $3.33万 | 加仓 |
| ABNB | AIRBNB INC | $76.22万 | 0.08% | 5,326 | 144 | 2.8% | $2.06万 | 加仓 |
| NOW | SERVICENOW INC | $76.55万 | 0.08% | 7,711 | 807 | 11.7% | $8.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.29万 | 0.08% | 784 | 3 | 0.4% | $3,034 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $80.45万 | 0.08% | 3,239 | 3,239 | — | $80.45万 | 新建仓 |
| GLW | CORNING INC | $80.85万 | 0.08% | 3,165 | -190 | -5.7% | -$4.85万 | 减仓 |
| TJX | TJX COS INC NEW | $80.90万 | 0.08% | 5,340 | 179 | 3.5% | $2.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $81.26万 | 0.08% | 2,046 | 63 | 3.2% | $2.50万 | 加仓 |
| IVE | ISHARES TR | $81.88万 | 0.08% | 3,606 | -2,050 | -36.2% | -$46.55万 | 减仓 |
| IWB | ISHARES TR | $82.04万 | 0.08% | 2,003 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $82.40万 | 0.08% | 4,623 | 4,623 | — | $82.40万 | 新建仓 |
| GWW | WW GRAINGER INC | $82.49万 | 0.08% | 606 | 18 | 3.1% | $2.45万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $85.12万 | 0.08% | 1,854 | 122 | 7.0% | $5.60万 | 加仓 |
| TOST | TOAST INC | $85.63万 | 0.09% | 30,780 | 30,780 | — | $85.63万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.76万 | 0.09% | 2,879 | 156 | 5.7% | $4.65万 | 加仓 |
| EFA | ISHARES TR | $86.54万 | 0.09% | 8,331 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $88.14万 | 0.09% | 9,986 | 524 | 5.5% | $4.62万 | 加仓 |
| WFC | WELLS FARGO & CO | $91.07万 | 0.09% | 11,020 | -102 | -0.9% | -$8,429 | 减仓 |
| URI | UNITED RENTALS INC | $93.37万 | 0.09% | 824 | 25 | 3.1% | $2.83万 | 加仓 |
| CB | CHUBB LIMITED | $94.72万 | 0.09% | 2,780 | 118 | 4.4% | $4.02万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $96.08万 | 0.10% | 1,366 | 50 | 3.8% | $3.52万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $100.30万 | 0.10% | 4,371 | 98 | 2.3% | $2.25万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $100.62万 | 0.10% | 3,005 | 63 | 2.1% | $2.11万 | 加仓 |
| COKE | COCA COLA CONS INC | $102.41万 | 0.10% | 5,364 | 297 | 5.9% | $5.67万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $103.35万 | 0.10% | 9,874 | 233 | 2.4% | $2.44万 | 加仓 |
| RTX | RTX CORPORATION | $104.91万 | 0.10% | 5,529 | 66 | 1.2% | $1.25万 | 加仓 |
| VST | VISTRA CORP | $104.95万 | 0.10% | 6,616 | 350 | 5.6% | $5.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $106.23万 | 0.11% | 3,115 | -4,999 | -61.6% | -$170.48万 | 减仓 |
| BA | BOEING CO | $108.99万 | 0.11% | 5,035 | -62 | -1.2% | -$1.34万 | 减仓 |
| APH | AMPHENOL CORP | $109.26万 | 0.11% | 6,197 | 181 | 3.0% | $3.19万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $111.90万 | 0.11% | 4,682 | 211 | 4.7% | $5.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $112.14万 | 0.11% | 12,153 | 459 | 3.9% | $4.24万 | 加仓 |
| MUB | ISHARES TR | $112.17万 | 0.11% | 10,423 | -510 | -4.7% | -$5.49万 | 减仓 |
| AMGN | AMGEN INC | $112.32万 | 0.11% | 3,102 | 104 | 3.5% | $3.77万 | 加仓 |
| PGR | PROGRESSIVE CORP | $116.79万 | 0.12% | 5,346 | 377 | 7.6% | $8.24万 | 加仓 |
| IJR | ISHARES TR | $117.71万 | 0.12% | 7,937 | 158 | 2.0% | $2.34万 | 加仓 |
| MRK | MERCK & CO INC | $119.44万 | 0.12% | 9,295 | -20,925 | -69.2% | -$268.88万 | 减仓 |
| BAC | BANK OF AMER CORP | $120.50万 | 0.12% | 21,147 | 473 | 2.3% | $2.70万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $123.69万 | 0.12% | 13,565 | 597 | 4.6% | $5.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $124.22万 | 0.12% | 1,718 | -19 | -1.1% | -$1.37万 | 减仓 |
| GLD | SPDR GOLD TR | $124.40万 | 0.12% | 3,377 | -54 | -1.6% | -$1.99万 | 减仓 |
| AZN | ASTRAZENECA PLC | $127.41万 | 0.13% | 6,719 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $130.39万 | 0.13% | 3,100 | -1,600 | -34.0% | -$67.30万 | 减仓 |
| PSUS | PERSHING SQUARE USA LTD | $130.83万 | 0.13% | 35,000 | 35,000 | — | $130.83万 | 新建仓 |
| HDV | ISHARES TR | $131.21万 | 0.13% | 47,868 | -4,657 | -8.9% | -$12.76万 | 减仓 |
| PCAR | PACCAR INC | $134.59万 | 0.13% | 11,205 | 583 | 5.5% | $7.00万 | 加仓 |
| WM | WASTE MGMT INC DEL | $148.70万 | 0.15% | 6,672 | 53 | 0.8% | $1.18万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看跌期权 | $149.57万 | 0.15% | 5,500 | -11,700 | -68.0% | -$318.18万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $158.78万 | 0.16% | 4,694 | 171 | 3.8% | $5.78万 | 加仓 |
| GOOG | ALPHABET INC | $159.72万 | 0.16% | 4,520 | -12 | -0.3% | -$4,240 | 减仓 |
| MO | ALTRIA GROUP INC | $178.79万 | 0.18% | 24,849 | 446 | 1.8% | $3.21万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $181.90万 | 0.18% | 14,618 | -1,989 | -12.0% | -$24.75万 | 减仓 |
| ICVT | ISHARES TR | $182.73万 | 0.18% | 15,010 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $184.28万 | 0.18% | 7,060 | -1,986 | -22.0% | -$51.84万 | 减仓 |
| PFF | ISHARES TR | $184.42万 | 0.18% | 60,486 | 2,700 | 4.7% | $8.23万 | 加仓 |
| AMRZ | AMRIZE LTD | $195.88万 | 0.20% | 36,750 | 9,950 | 37.1% | $53.03万 | 加仓 |
| QXO | QXO INC | $203.01万 | 0.20% | 117,480 | 11,264 | 10.6% | $19.46万 | 加仓 |
| CVX | CHEVRON CORPORATION 看跌期权 | $205.54万 | 0.21% | 12,400 | -200 | -1.6% | -$3.32万 | 重新持有 |
| WPM | WHEATON PRECIOUS METALS CORP 看跌期权 | $211.16万 | 0.21% | 18,800 | 18,800 | — | $211.16万 | 新建仓 |
| LLY | ELI LILLY & CO | $211.27万 | 0.21% | 1,761 | -38 | -2.1% | -$4.56万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $212.29万 | 0.21% | 52,769 | -39,932 | -43.1% | -$160.65万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $216.67万 | 0.22% | 30,262 | 1,621 | 5.7% | $11.61万 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $221.03万 | 0.22% | 127,100 | 29,050 | 29.6% | $50.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $226.37万 | 0.23% | 24,947 | 1,393 | 5.9% | $12.64万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $229.45万 | 0.23% | 13,429 | 13,429 | — | $229.45万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $232.25万 | 0.23% | 91,800 | 0 | 0.0% | — | 不变 |