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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $7,853.18万 | 7.83% | 210,530 | 80,313 | 61.7% | $2,995.83万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $5,938.10万 | 5.92% | 592,861 | 83,874 | 16.5% | $840.08万 | 加仓 |
| AAPL | APPLE INC | $3,152.65万 | 3.15% | 108,953 | -5,285 | -4.6% | -$152.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,203.97万 | 2.20% | 110,149 | -2,514 | -2.2% | -$50.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,108.45万 | 2.10% | 244,770 | 1,152 | 0.5% | $9.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,657.29万 | 1.65% | 38,411 | 313 | 0.8% | $13.50万 | 加仓 |
| AMZN | AMAZON COM INC | $1,582.27万 | 1.58% | 66,387 | -7,526 | -10.2% | -$179.37万 | 减仓 |
| AVGO | BROADCOM INC | $1,567.72万 | 1.56% | 41,502 | 936 | 2.3% | $35.36万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,542.87万 | 1.54% | 216,543 | 9,075 | 4.4% | $64.66万 | 加仓 |
| — | TIDAL TRUST III | $1,505.10万 | 1.50% | 597,500 | 597,500 | — | $1,505.10万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $1,372.37万 | 1.37% | 62,973 | 3,474 | 5.8% | $75.71万 | 加仓 |
| GOOGL | ALPHABET INC | $1,353.68万 | 1.35% | 37,879 | 469 | 1.3% | $16.76万 | 加仓 |
| SNDK | SANDISK CORP | $1,103.90万 | 1.10% | 4,855 | 35 | 0.7% | $7.96万 | 加仓 |
| FLOT | ISHARES TR | $962.69万 | 0.96% | 188,578 | 6,230 | 3.4% | $31.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $923.61万 | 0.92% | 9,873 | 124 | 1.3% | $11.60万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $877.70万 | 0.88% | 1,082,250 | 196,100 | 22.1% | $159.04万 | 加仓 |
| IVV | ISHARES TR | $869.04万 | 0.87% | 11,604 | -32 | -0.3% | -$2.40万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $864.15万 | 0.86% | 249,250 | 28,150 | 12.7% | $97.60万 | 加仓 |
| USAR | USA RARE EARTH INC | $860.83万 | 0.86% | 398,900 | 9,300 | 2.4% | $20.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $847.19万 | 0.85% | 25,882 | 558 | 2.2% | $18.26万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $839.18万 | 0.84% | 109,411 | -6,151 | -5.3% | -$47.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $764.88万 | 0.76% | 18,403 | 998 | 5.7% | $41.48万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $758.42万 | 0.76% | 292,600 | 7,370 | 2.6% | $19.10万 | 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 |
| AEM | AGNICO EAGLE MINES LTD | $738.06万 | 0.74% | 47,577 | 4,599 | 10.7% | $71.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $737.88万 | 0.74% | 14,746 | 514 | 3.6% | $25.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $737.24万 | 0.74% | 94,627 | 25,404 | 36.7% | $197.92万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $729.25万 | 0.73% | 150,579 | 60,027 | 66.3% | $290.71万 | 加仓 |
| USHY | ISHARES TR | $721.73万 | 0.72% | 194,958 | 23,636 | 13.8% | $87.50万 | 加仓 |
| META | META PLATFORMS INC | $717.25万 | 0.72% | 12,733 | 508 | 4.2% | $28.62万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $717.14万 | 0.72% | 242,850 | 28,300 | 13.2% | $83.57万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $712.65万 | 0.71% | 420,193 | 62,950 | 17.6% | $106.76万 | 加仓 |
| USB | US BANCORP | $682.84万 | 0.68% | 113,053 | 3,058 | 2.8% | $18.47万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD 看跌期权 | $663.96万 | 0.66% | 42,800 | 4,900 | 12.9% | $76.01万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP 看跌期权 | $659.07万 | 0.66% | 388,600 | 388,600 | — | $659.07万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $656.07万 | 0.65% | 44,740 | 5,176 | 13.1% | $75.90万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $648.13万 | 0.65% | 38,152 | 1,318 | 3.6% | $22.39万 | 加仓 |
| GDX | VANECK ETF TRUST | $614.19万 | 0.61% | 81,404 | 28,110 | 52.7% | $212.09万 | 加仓 |
| AGI | ALAMOS GOLD INC | $602.43万 | 0.60% | 198,560 | 55,450 | 38.7% | $168.24万 | 加仓 |
| CDW | CDW CORP | $594.94万 | 0.59% | 42,302 | 16,919 | 66.7% | $237.95万 | 加仓 |
| AGI | ALAMOS GOLD INC 看跌期权 | $585.56万 | 0.58% | 193,000 | 193,000 | — | $585.56万 | 新建仓 |
| V | VISA INC | $577.67万 | 0.58% | 16,837 | 336 | 2.0% | $11.53万 | 加仓 |
| — | BOEING CO | $570.70万 | 0.57% | 84,800 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $563.51万 | 0.56% | 15,228 | 1,505 | 11.0% | $55.69万 | 加仓 |
| HD | HOME DEPOT INC | $555.67万 | 0.55% | 15,756 | 619 | 4.1% | $21.83万 | 加仓 |
| MCD | MCDONALDS CORP | $522.17万 | 0.52% | 19,317 | 748 | 4.0% | $20.22万 | 加仓 |
| TSLA | TESLA INC | $508.17万 | 0.51% | 12,082 | -1,781 | -12.8% | -$74.91万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $496.54万 | 0.50% | 239,180 | 57,510 | 31.7% | $119.39万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $494.07万 | 0.49% | 339,100 | 339,100 | — | $494.07万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $488.36万 | 0.49% | 258,804 | -3,750 | -1.4% | -$7.08万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $487.59万 | 0.49% | 208,370 | -4,010 | -1.9% | -$9.38万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $483.92万 | 0.48% | 9,422 | 2,645 | 39.0% | $135.85万 | 加仓 |
| CI | THE CIGNA GROUP | $476.63万 | 0.48% | 17,289 | 660 | 4.0% | $18.20万 | 加仓 |
| CSCO | CISCO SYS INC | $475.73万 | 0.47% | 40,501 | 636 | 1.6% | $7.47万 | 加仓 |
| AUR | AURORA INNOVATION INC | $474.33万 | 0.47% | 695,500 | -27,300 | -3.8% | -$18.62万 | 减仓 |
| QCOM | QUALCOMM INC | $467.07万 | 0.47% | 25,276 | -413 | -1.6% | -$7.63万 | 减仓 |
| BIL | SPDR SERIES TRUST | $465.44万 | 0.46% | 50,790 | -952 | -1.8% | -$8.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $456.61万 | 0.46% | 76,497 | 6,058 | 8.6% | $36.16万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $441.06万 | 0.44% | 48,757 | 1,551 | 3.3% | $14.03万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $439.64万 | 0.44% | 17,182 | 409 | 2.4% | $10.47万 | 加仓 |
| C | CITIGROUP INC | $433.90万 | 0.43% | 31,002 | 612 | 2.0% | $8.57万 | 加仓 |
| LIN | LINDE PLC | $432.21万 | 0.43% | 8,329 | 306 | 3.8% | $15.88万 | 加仓 |
| VG | VENTURE GLOBAL INC | $426.39万 | 0.43% | 383,100 | 383,100 | — | $426.39万 | 新建仓 |
| EOG | EOG RES INC | $425.92万 | 0.42% | 32,831 | 836 | 2.6% | $10.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $423.44万 | 0.42% | 41,437 | -8,152 | -16.4% | -$83.30万 | 减仓 |
| NVO | NOVO-NORDISK A S | $420.26万 | 0.42% | 87,664 | 60,247 | 219.7% | $288.82万 | 加仓 |
| ETN | EATON CORP PLC | $420.11万 | 0.42% | 9,859 | 317 | 3.3% | $13.51万 | 加仓 |
| LYFT | LYFT INC | $417.12万 | 0.42% | 285,500 | 69,500 | 32.2% | $101.54万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $414.85万 | 0.41% | 10,727 | 267 | 2.6% | $10.33万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $410.26万 | 0.41% | 37,375 | 1,535 | 4.3% | $16.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $408.44万 | 0.41% | 8,017 | 480 | 6.4% | $24.45万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $407.56万 | 0.41% | 24,453 | 1,317 | 5.7% | $21.95万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $403.85万 | 0.40% | 14,850 | -2,350 | -13.7% | -$63.91万 | 减仓 |
| ZTS | ZOETIS INC | $401.15万 | 0.40% | 55,824 | 55,824 | — | $401.15万 | 新建仓 |
| CCK | CROWN HLDGS INC | $391.88万 | 0.39% | 35,046 | 1,570 | 4.7% | $17.56万 | 加仓 |
| BLK | BLACKROCK INC | $390.50万 | 0.39% | 4,061 | 183 | 4.7% | $17.60万 | 加仓 |
| SHEL | SHELL PLC | $388.87万 | 0.39% | 50,151 | 1,672 | 3.4% | $12.96万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $388.54万 | 0.39% | 143,533 | 4,325 | 3.1% | $11.71万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $385.27万 | 0.38% | 193,699 | 193,699 | — | $385.27万 | 新建仓 |
| ALL | ALLSTATE CORP | $384.18万 | 0.38% | 16,146 | 552 | 3.5% | $13.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $375.58万 | 0.37% | 88,706 | 3,462 | 4.1% | $14.66万 | 加仓 |
| TMUS | T-MOBILE US INC | $371.48万 | 0.37% | 22,148 | -1,368 | -5.8% | -$22.95万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $371.30万 | 0.37% | 8,093 | 233 | 3.0% | $10.69万 | 加仓 |
| DHR | DANAHER CORP DEL | $364.88万 | 0.36% | 19,156 | 755 | 4.1% | $14.38万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $360.66万 | 0.36% | 47,424 | 1,670 | 3.6% | $12.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $351.84万 | 0.35% | 21,226 | -113 | -0.5% | -$1.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $341.84万 | 0.34% | 47,373 | 1,637 | 3.6% | $11.81万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $339.64万 | 0.34% | 72,557 | 29,858 | 69.9% | $139.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $331.44万 | 0.33% | 10,934 | 1,507 | 16.0% | $45.68万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $325.56万 | 0.32% | 64,480 | -5,455 | -7.8% | -$27.54万 | 减仓 |
| CMI | CUMMINS INC | $324.44万 | 0.32% | 4,549 | 3 | 0.1% | $2,140 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $324.17万 | 0.32% | 13,700 | 145 | 1.1% | $3.43万 | 加仓 |
| PEP | PEPSICO INC | $322.99万 | 0.32% | 23,854 | -1,460 | -5.8% | -$19.77万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $321.76万 | 0.32% | 13,500 | -9,700 | -41.8% | -$231.19万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $317.77万 | 0.32% | 14,189 | 183 | 1.3% | $4.10万 | 加仓 |
| MELI | MERCADOLIBRE INC | $317.58万 | 0.32% | 1,871 | 138 | 8.0% | $23.42万 | 加仓 |
| INVH | INVITATION HOMES INC | $315.43万 | 0.31% | 104,413 | 2,875 | 2.8% | $8.69万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $315.25万 | 0.31% | 11,218 | 295 | 2.7% | $8.29万 | 加仓 |
| — | EXXON MOBIL CORP | $315.06万 | 0.31% | 23,044 | -2,657 | -10.3% | -$36.33万 | 减仓 |
| HPQ | HP INC | $313.37万 | 0.31% | 142,830 | 3,259 | 2.3% | $7.15万 | 加仓 |