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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $57.92万 | 0.07% | 2,369 | -19,533 | -89.2% | -$477.55万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $57.37万 | 0.07% | 2,118 | 432 | 25.6% | $11.70万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $56.44万 | 0.07% | 487 | 65 | 15.4% | $7.53万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $54.01万 | 0.06% | 18,540 | 1 | 0.0% | $29 | 加仓 |
| DIVO | AMPLIFY ETF TR | $52.74万 | 0.06% | 11,760 | -729 | -5.8% | -$3.27万 | 减仓 |
| SE | SEA LTD | $52.15万 | 0.06% | 6,297 | 4,436 | 238.4% | $36.73万 | 加仓 |
| IJH | ISHARES TR | $51.33万 | 0.06% | 7,602 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $50.82万 | 0.06% | 7,458 | -50 | -0.7% | -$3,407 | 减仓 |
| GEV | GE VERNOVA INC | $50.54万 | 0.06% | 579 | 5 | 0.9% | $4,364 | 加仓 |
| IWF | ISHARES TR | $46.48万 | 0.05% | 1,090 | 19 | 1.8% | $8,103 | 加仓 |
| GLW | CORNING INC | $45.62万 | 0.05% | 3,355 | 3,355 | — | $45.62万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $45.35万 | 0.05% | 3,100 | 3,100 | — | $45.35万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $45.01万 | 0.05% | 4,074 | 4,074 | — | $45.01万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $44.93万 | 0.05% | 4,837 | -6,263 | -56.4% | -$58.18万 | 减仓 |
| ABBV | ABBVIE INC | $44.40万 | 0.05% | 2,041 | 145 | 7.6% | $3.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.27万 | 0.05% | 767 | -97 | -11.2% | -$5.60万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $43.70万 | 0.05% | 8,000 | -23,945 | -75.0% | -$130.81万 | 重新持有 |
| IWR | ISHARES TR | $43.27万 | 0.05% | 4,450 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $43.14万 | 0.05% | 1,700 | 1,700 | — | $43.14万 | 新建仓 |
| NEM | NEWMONT CORP | $42.88万 | 0.05% | 3,961 | 3,961 | — | $42.88万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $42.30万 | 0.05% | 1,662 | 1,662 | — | $42.30万 | 新建仓 |
| UNP | UNION PAC CORP | $41.73万 | 0.05% | 1,720 | -10,360 | -85.8% | -$251.36万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $40.25万 | 0.05% | 12,713 | 2,974 | 30.5% | $9.42万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.80万 | 0.05% | 3,036 | -40,665 | -93.1% | -$533.08万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $38.99万 | 0.05% | 6,924 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.22万 | 0.05% | 6,301 | -9 | -0.1% | -$546 | 减仓 |
| FNV | FRANCO NEV CORP | $37.06万 | 0.04% | 1,500 | 1,500 | — | $37.06万 | 新建仓 |
| IGSB | ISHARES TR | $35.66万 | 0.04% | 6,784 | -365 | -5.1% | -$1.92万 | 减仓 |
| CDE | COEUR MNG INC | $35.01万 | 0.04% | 18,653 | 18,653 | — | $35.01万 | 新建仓 |
| — | JAGUAR URANIUM CORP | $34.65万 | 0.04% | 126,000 | 126,000 | — | $34.65万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.60万 | 0.04% | 2,429 | 2 | 0.1% | $277 | 加仓 |
| KGC | KINROSS GOLD CORP | $32.98万 | 0.04% | 10,805 | 10,805 | — | $32.98万 | 新建仓 |
| — | 5E ADVANCED MATERIALS INC | $31.50万 | 0.04% | 225,000 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $31.28万 | 0.04% | 3,743 | 3,743 | — | $31.28万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $30.99万 | 0.04% | 5,300 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.83万 | 0.04% | 1,272 | 24 | 1.9% | $5,817 | 加仓 |
| CSX | CSX CORP | $30.80万 | 0.04% | 7,502 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $30.74万 | 0.04% | 8,693 | -357 | -3.9% | -$1.26万 | 减仓 |
| GE | GE AEROSPACE | $30.53万 | 0.04% | 1,076 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $30.42万 | 0.04% | 1,438 | 1,438 | — | $30.42万 | 新建仓 |
| SM | SM ENERGY COMPANY | $30.06万 | 0.04% | 9,640 | 9,640 | — | $30.06万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.82万 | 0.03% | 5,191 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $27.54万 | 0.03% | 5,971 | 5,971 | — | $27.54万 | 新建仓 |
| SNEX | STONEX GROUP INC | $27.39万 | 0.03% | 3,396 | 3,396 | — | $27.39万 | 新建仓 |
| HL | HECLA MINING COMPANY | $27.35万 | 0.03% | 14,681 | 14,681 | — | $27.35万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $27.22万 | 0.03% | 10,995 | -5,436 | -33.1% | -$13.46万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.97万 | 0.03% | 2,723 | -55 | -2.0% | -$5,448 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $26.77万 | 0.03% | 3,481 | 51 | 1.5% | $3,922 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $26.71万 | 0.03% | 1,034 | -180 | -14.8% | -$4.65万 | 减仓 |
| ASML | ASML HLDG NV | $26.68万 | 0.03% | 202 | -5,191 | -96.3% | -$685.71万 | 减仓 |
| HAL | HALLIBURTON CO | $26.64万 | 0.03% | 6,833 | 6,833 | — | $26.64万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $26.37万 | 0.03% | 4,320 | -174 | -3.9% | -$1.06万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $25.97万 | 0.03% | 10,236 | 10,236 | — | $25.97万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $25.72万 | 0.03% | 2,633 | 338 | 14.7% | $3.30万 | 加仓 |
| LIVN | LIVANOVA PLC | $25.70万 | 0.03% | 4,043 | 4,043 | — | $25.70万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $25.69万 | 0.03% | 12,009 | 12,009 | — | $25.69万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $25.67万 | 0.03% | 3,724 | 1,106 | 42.2% | $7.62万 | 加仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $25.60万 | 0.03% | 13,066 | 1,094 | 9.1% | $2.14万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.57万 | 0.03% | 757 | 19 | 2.6% | $6,418 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $25.51万 | 0.03% | 7,713 | 7,713 | — | $25.51万 | 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 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $25.47万 | 0.03% | 5,978 | 5,978 | — | $25.47万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.38万 | 0.03% | 372 | -5,911 | -94.1% | -$403.27万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $25.36万 | 0.03% | 10,519 | 4,819 | 84.5% | $11.62万 | 重新持有 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $25.18万 | 0.03% | 4,248 | 4,248 | — | $25.18万 | 新建仓 |
| IAG | IAMGOLD CORP | $24.98万 | 0.03% | 13,275 | 13,275 | — | $24.98万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $24.85万 | 0.03% | 2,653 | -56 | -2.1% | -$5,244 | 重新持有 |
| RIO | RIO TINTO PLC | $24.37万 | 0.03% | 2,612 | 2 | 0.1% | $187 | 加仓 |
| YUM | YUM BRANDS INC | $24.25万 | 0.03% | 1,560 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $23.98万 | 0.03% | 8,888 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $23.94万 | 0.03% | 5,925 | -3,521 | -37.3% | -$14.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $23.70万 | 0.03% | 7,069 | -162 | -2.2% | -$5,432 | 重新持有 |
| SLB | SLB LIMITED | $23.64万 | 0.03% | 4,600 | 4,600 | — | $23.64万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $23.63万 | 0.03% | 643 | 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 |
| XYL | XYLEM INC | $22.94万 | 0.03% | 1,920 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.87万 | 0.03% | 465 | -6 | -1.3% | -$2,951 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $22.66万 | 0.03% | 3,991 | -3,141 | -44.0% | -$17.83万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $22.53万 | 0.03% | 1,575 | 9 | 0.6% | $1,287 | 重新持有 |
| DGRO | ISHARES TR | $22.47万 | 0.03% | 3,202 | -18 | -0.6% | -$1,263 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $22.43万 | 0.03% | 6,571 | -2,046 | -23.7% | -$6.99万 | 减仓 |
| SANM | SANMINA CORP | $22.36万 | 0.03% | 1,725 | -166 | -8.8% | -$2.15万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $22.35万 | 0.03% | 5,231 | 0 | 0.0% | — | 不变 |
| ATEN | A10 NETWORKS INC | $22.32万 | 0.03% | 9,654 | -1,727 | -15.2% | -$3.99万 | 减仓 |
| AMCR | AMCOR PLC | $22.21万 | 0.03% | 5,588 | 5,588 | — | $22.21万 | 新建仓 |
| BDC | BELDEN INC | $22.15万 | 0.03% | 1,929 | 165 | 9.4% | $1.89万 | 加仓 |
| MLI | MUELLER INDS INC | $22.14万 | 0.03% | 1,998 | -1,186 | -37.2% | -$13.14万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $22.13万 | 0.03% | 8,051 | -4,555 | -36.1% | -$12.52万 | 减仓 |
| — | ARCOSA INC | $22.09万 | 0.03% | 2,081 | -218 | -9.5% | -$2.31万 | 减仓 |
| INVA | INNOVIVA INC | $22.05万 | 0.03% | 9,462 | -2,361 | -20.0% | -$5.50万 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $22.00万 | 0.03% | 10,912 | -1,585 | -12.7% | -$3.20万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $21.99万 | 0.03% | 5,622 | 495 | 9.7% | $1.94万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $21.98万 | 0.03% | 1,719 | 198 | 13.0% | $2.53万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $21.93万 | 0.03% | 2,028 | 237 | 13.2% | $2.56万 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $21.91万 | 0.03% | 538 | -75 | -12.2% | -$3.05万 | 重新持有 |
| ACEL | ACCEL ENTERTAINMENT INC | $21.90万 | 0.03% | 20,070 | 1,232 | 6.5% | $1.34万 | 加仓 |
| CTS | CTS CORP | $21.89万 | 0.03% | 4,583 | -858 | -15.8% | -$4.10万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $21.88万 | 0.03% | 1,947 | -169 | -8.0% | -$1.90万 | 减仓 |
| CSV | CARRIAGE SVCS INC | $21.82万 | 0.03% | 4,779 | 0 | 0.0% | — | 重新持有 |
| SKYW | SKYWEST INC | $21.82万 | 0.03% | 2,376 | 318 | 15.5% | $2.92万 | 加仓 |