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 |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | $738.06万 | 0.74% | 47,577 | 4,599 | 10.7% | $71.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $741.61万 | 0.74% | 9,931 | -146 | -1.4% | -$10.90万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $758.42万 | 0.76% | 292,600 | 7,370 | 2.6% | $19.10万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $764.88万 | 0.76% | 18,403 | 998 | 5.7% | $41.48万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $839.18万 | 0.84% | 109,411 | -6,151 | -5.3% | -$47.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $847.19万 | 0.85% | 25,882 | 558 | 2.2% | $18.26万 | 加仓 |
| USAR | USA RARE EARTH INC | $860.83万 | 0.86% | 398,900 | 9,300 | 2.4% | $20.07万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $864.15万 | 0.86% | 249,250 | 28,150 | 12.7% | $97.60万 | 加仓 |
| IVV | ISHARES TR | $869.04万 | 0.87% | 11,604 | -32 | -0.3% | -$2.40万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $877.70万 | 0.88% | 1,082,250 | 196,100 | 22.1% | $159.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $923.61万 | 0.92% | 9,873 | 124 | 1.3% | $11.60万 | 加仓 |
| FLOT | ISHARES TR | $962.69万 | 0.96% | 188,578 | 6,230 | 3.4% | $31.80万 | 加仓 |
| SNDK | SANDISK CORP | $1,103.90万 | 1.10% | 4,855 | 35 | 0.7% | $7.96万 | 加仓 |
| GOOGL | ALPHABET INC | $1,353.68万 | 1.35% | 37,879 | 469 | 1.3% | $16.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,372.37万 | 1.37% | 62,973 | 3,474 | 5.8% | $75.71万 | 加仓 |
| — | TIDAL TRUST III | $1,505.10万 | 1.50% | 597,500 | 597,500 | — | $1,505.10万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,542.87万 | 1.54% | 216,543 | 9,075 | 4.4% | $64.66万 | 加仓 |
| AVGO | BROADCOM INC | $1,567.72万 | 1.56% | 41,502 | 936 | 2.3% | $35.36万 | 加仓 |
| AMZN | AMAZON COM INC | $1,582.27万 | 1.58% | 66,387 | -7,526 | -10.2% | -$179.37万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,657.29万 | 1.65% | 38,411 | 313 | 0.8% | $13.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,108.45万 | 2.10% | 244,770 | 1,152 | 0.5% | $9.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,203.97万 | 2.20% | 110,149 | -2,514 | -2.2% | -$50.30万 | 减仓 |
| AAPL | APPLE INC | $3,152.65万 | 3.15% | 108,953 | -5,285 | -4.6% | -$152.93万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $5,938.10万 | 5.92% | 592,861 | 83,874 | 16.5% | $840.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,853.18万 | 7.83% | 210,530 | 80,313 | 61.7% | $2,995.83万 | 加仓 |