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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,574 | -100.0% | -$194.40万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -36,251 | -100.0% | -$140.07万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,314 | -100.0% | -$109.77万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -26,466 | -100.0% | -$106.79万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -23,792 | -100.0% | -$104.82万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -2,656 | -100.0% | -$92.96万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -1,583 | -100.0% | -$90.83万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -26,816 | -100.0% | -$70.58万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,499 | -100.0% | -$69.97万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,269 | -100.0% | -$67.16万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,487 | -100.0% | -$66.06万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -2,240 | -100.0% | -$63.89万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,857 | -100.0% | -$61.37万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -13,231 | -100.0% | -$59.16万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -12,562 | -100.0% | -$56.97万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -63,684 | -100.0% | -$55.47万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -2,398 | -100.0% | -$51.57万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,969 | -100.0% | -$47.48万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,518 | -100.0% | -$40.90万 | 清仓 |
| — | PROFOUND MED CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$39.35万 | 清仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,528 | -100.0% | -$36.95万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -46,398 | -100.0% | -$31.41万 | 清仓 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -23,250 | -100.0% | -$30.06万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -3,624 | -100.0% | -$29.59万 | 清仓 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,619 | -100.0% | -$25.89万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,319 | -100.0% | -$25.45万 | 清仓 |
| DGII | DIGI INTL INC | $0 | 0.00% | 0 | -5,826 | -100.0% | -$25.22万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,726 | -100.0% | -$24.01万 | 清仓 |
| BHE | BENCHMARK ELECTRS INC | $0 | 0.00% | 0 | -5,566 | -100.0% | -$23.80万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -623 | -100.0% | -$21.20万 | 清仓 |
| ADEA | ADEIA INC | $0 | 0.00% | 0 | -12,066 | -100.0% | -$20.81万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -4,873 | -100.0% | -$20.32万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,309 | -100.0% | -$20.17万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -567,000 | -100.0% | -$2.79万 | 清仓 |
| CVX | CHEVRON CORP NEW 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |