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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $515.36万 | 0.61% | 13,863 | 1,078 | 8.4% | $40.07万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $520.70万 | 0.61% | 422,647 | 165,950 | 64.6% | $204.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $542.78万 | 0.64% | 69,223 | 18,993 | 37.8% | $148.92万 | 加仓 |
| — | BOEING CO | $550.18万 | 0.65% | 84,800 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $571.47万 | 0.67% | 39,564 | 24,644 | 165.2% | $355.96万 | 加仓 |
| USB | US BANCORP | $572.08万 | 0.68% | 109,995 | 24,062 | 28.0% | $125.15万 | 加仓 |
| MCD | MCDONALDS CORP | $577.09万 | 0.68% | 18,569 | -150 | -0.8% | -$4.66万 | 减仓 |
| USAR | USA RARE EARTH INC | $589.66万 | 0.70% | 389,600 | 67,300 | 20.9% | $101.86万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $625.31万 | 0.74% | 38,098 | 12,858 | 50.9% | $211.04万 | 加仓 |
| USHY | ISHARES TR | $631.15万 | 0.75% | 171,322 | 2,040 | 1.2% | $7.52万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $634.82万 | 0.75% | 48,893 | 45,634 | 1,400.2% | $592.51万 | 加仓 |
| AGI | ALAMOS GOLD INC | $635.84万 | 0.75% | 143,110 | -12,200 | -7.9% | -$54.20万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $640.37万 | 0.76% | 262,554 | 33,705 | 14.7% | $82.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $655.35万 | 0.77% | 10,077 | -246 | -2.4% | -$16.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $682.00万 | 0.81% | 14,232 | 7,898 | 124.7% | $378.47万 | 加仓 |
| META | META PLATFORMS INC | $699.41万 | 0.83% | 12,225 | 2,500 | 25.7% | $143.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $744.92万 | 0.88% | 25,324 | 4,194 | 19.8% | $123.37万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $747.58万 | 0.88% | 212,380 | 128,755 | 154.0% | $453.22万 | 加仓 |
| IVV | ISHARES TR | $760.09万 | 0.90% | 11,636 | -86 | -0.7% | -$5.62万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $767.36万 | 0.91% | 357,243 | 38,999 | 12.3% | $83.77万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD 看跌期权 | $769.29万 | 0.91% | 37,900 | 37,900 | — | $769.29万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $847.70万 | 1.00% | 285,230 | -13,260 | -4.4% | -$39.41万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $872.37万 | 1.03% | 42,978 | -3,565 | -7.7% | -$72.36万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $891.91万 | 1.05% | 115,562 | 15,700 | 15.7% | $121.17万 | 加仓 |
| FLOT | ISHARES TR | $929.06万 | 1.10% | 182,348 | 25,241 | 16.1% | $128.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $971.40万 | 1.15% | 9,749 | 3,405 | 53.7% | $339.28万 | 加仓 |
| GOOGL | ALPHABET INC | $1,075.77万 | 1.27% | 37,410 | -6,438 | -14.7% | -$185.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,167.37万 | 1.38% | 59,499 | 6,673 | 12.6% | $130.92万 | 加仓 |
| AVGO | BROADCOM INC | $1,255.55万 | 1.48% | 40,566 | 6,091 | 17.7% | $188.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,329.46万 | 1.57% | 207,468 | 15,192 | 7.9% | $97.35万 | 加仓 |
| AMZN | AMAZON COM INC | $1,539.39万 | 1.82% | 73,913 | 5,861 | 8.6% | $122.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,773.49万 | 2.09% | 40,603 | 3,262 | 8.7% | $142.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,964.83万 | 2.32% | 112,663 | 31,407 | 38.7% | $547.74万 | 加仓 |
| AAPL | APPLE INC | $2,899.26万 | 3.42% | 114,238 | 43,581 | 61.7% | $1,106.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,820.25万 | 5.69% | 130,217 | 38,448 | 41.9% | $1,423.23万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $5,099.54万 | 6.02% | 508,987 | 35,027 | 7.4% | $350.94万 | 加仓 |