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 |
|---|---|---|---|---|---|---|---|---|
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | -222,383 | -100.0% | -$241.06万 | 清仓 |
| GDX | VANECK ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -25,600 | -100.0% | -$234.93万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -5,500 | -100.0% | -$95.92万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,407 | -100.0% | -$77.01万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -6,647 | -100.0% | -$74.06万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$45.35万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -372 | -100.0% | -$25.38万 | 清仓 |
| PLAB | PHOTRONICS INC | $0 | 0.00% | 0 | -5,925 | -100.0% | -$23.94万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -1,575 | -100.0% | -$22.53万 | 清仓 |
| CSV | CARRIAGE SVCS INC | $0 | 0.00% | 0 | -4,779 | -100.0% | -$21.82万 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -1,342 | -100.0% | -$21.72万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -3,844 | -100.0% | -$21.70万 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -2,076 | -100.0% | -$21.51万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,580 | -100.0% | -$21.05万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,233 | -100.0% | -$20.96万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,150 | -100.0% | -$20.55万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,622 | -100.0% | -$20.35万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,454 | -100.0% | -$20.18万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,542 | -100.0% | -$20.08万 | 清仓 |
| — | VENU HLDG CORP | $0 | 0.00% | 0 | -55,000 | -100.0% | -$18.20万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$11.15万 | 清仓 |
| AVGO | BROADCOM INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$6.19万 | 清仓 |
| EU | ENCORE ENERGY CORP | $0 | 0.00% | 0 | -19,425 | -100.0% | -$3.50万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.46万 | 清仓 |
| — | EXXON MOBIL CORP 看跌期权 | $0 | 0.00% | 500 | 500 | — | — | 新建仓 |