13FBOX
HOHIMER WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

HOHIMER WEALTH MANAGEMENT, LLC

No.2786
最新持仓市值 (Q2 2026)
$10.02亿
环比变动 Q1 2026
+$1.55亿+18.3%
持仓股票数
377
新买入
33
加仓
254
减仓
64
清仓
23
持股不变
26
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
微软MSFT
7.84%5.69%$7,856.9万21.1万股$4,820.3万13.0万股+8.0万股+61.75%加仓
G高盛ETF信托GBIL
5.92%6.02%$5,938.1万59.3万股$5,099.5万50.9万股+8.4万股+16.48%加仓
苹果AAPL
3.16%3.47%$3,167.1万10.9万股$2,942.4万11.6万股-6,485股-5.59%减仓
英伟达NVDA
2.2%2.43%$2,204.0万11.0万股$2,060.8万11.8万股-8,014股-6.78%减仓
V先锋领航指数基金VUG
2.1%2.09%$2,108.4万24.5万股$1,773.5万4.1万股+20.4万股+502.84%加仓
亚马逊AMZN
1.9%2.39%$1,904.0万8.0万股$2,022.6万9.7万股-1.7万股-17.74%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.65%0.74%$1,657.3万3.8万股$625.3万3.8万股+313股+0.82%加仓
博通AVGO
1.56%1.49%$1,567.7万4.2万股$1,261.7万4.1万股+736股+1.81%加仓
V先锋领航·FTSEVEA
1.54%1.57%$1,542.9万21.7万股$1,329.5万20.7万股+9,075股+4.37%加仓
TTIDAL TRUST IIIIINC
1.5%$1,505.1万59.8万股$00股+59.8万股新买入
阿格尼科鹰矿AEM
1.45%1.94%$1,448.6万9.3万股$1,641.7万8.1万股+1.2万股+15.45%加仓
FIRST MAJESTIC SILVERAG
1.37%0.92%$1,375.1万81.1万股$780.2万36.3万股+44.8万股+123.21%加仓
V先锋领航指数基金VTV
1.37%1.38%$1,372.4万6.3万股$1,167.4万5.9万股+3,474股+5.84%加仓
谷歌AGOOGL
1.35%1.27%$1,353.7万3.8万股$1,075.8万3.7万股+469股+1.25%加仓
ALAMOS GOLD INC NEW FCLASS AAGI
1.2%0.76%$1,205.9万39.7万股$644.7万14.5万股+25.2万股+173.90%加仓
SSANDISK COMSNDK
1.1%0.36%$1,103.9万4,855股$306.2万4,820股+35股+0.73%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.96%1.1%$962.7万18.9万股$929.1万18.2万股+6,230股+3.42%加仓
好市多COST
0.95%1.15%$951.7万1.0万股$971.4万9,749股+424股+4.35%加仓
PPURECYCLE TECHNOLOGIESPCT
0.88%0.56%$882.6万108.8万股$471.3万90.8万股+18.0万股+19.83%加仓
IiShares安硕信托IVV
0.87%0.9%$869.0万1.2万股$760.1万1.2万股-32股-0.28%减仓
HHIMS & HERS HEALTHHIMS
0.86%0.54%$864.1万24.9万股$459.0万22.1万股+2.8万股+12.73%加仓
UUSA RARE EARTH INC COMUSAR
0.86%0.7%$860.8万39.9万股$589.7万39.0万股+9,300股+2.39%加仓
摩根大通JPM
0.85%0.88%$847.2万2.6万股$744.9万2.5万股+558股+2.20%加仓
V先锋领航债券指数基金BIV
0.84%1.05%$839.2万10.9万股$891.9万11.6万股-6,151股-5.32%减仓
联合健康UNH
0.76%0.56%$764.9万1.8万股$471.0万1.7万股+998股+5.73%加仓
AAMPLIFY ETF TRSILJ
0.76%1.53%$758.4万29.3万股$1,296.5万43.6万股-14.4万股-32.93%减仓
SSPDR标普500 ETFSPY
0.74%0.77%$741.6万9,931股$655.4万1.0万股-146股-1.45%减仓
伯克希尔哈撒韦BRK.B
0.74%0.81%$737.9万1.5万股$682.0万1.4万股+514股+3.61%加仓
V先锋领航债券指数基金BSV
0.74%0.64%$737.2万9.5万股$542.8万6.9万股+2.5万股+36.70%加仓
V先锋领航·TOTALBNDX
0.73%0.51%$729.3万15.1万股$435.1万9.1万股+6.0万股+66.29%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.72%0.75%$721.7万19.5万股$631.2万17.1万股+2.4万股+13.80%加仓
Meta平台META
0.72%0.83%$717.3万1.3万股$699.4万1.2万股+508股+4.16%加仓
ACADIA HEALTHCARE INACHC
0.72%0.59%$717.1万24.3万股$501.8万21.5万股+2.8万股+13.19%加仓
宝洁PG
0.71%0.67%$714.7万4.9万股$571.5万4.0万股+9,176股+23.19%加仓
美国合众银行USB
0.68%0.68%$682.8万11.3万股$572.1万11.0万股+3,058股+2.78%加仓
Arista网络ANET
0.65%0.53%$648.1万3.8万股$452.2万3.7万股+1,318股+3.58%加仓
特斯拉TSLA
0.64%0.83%$638.6万1.5万股$701.2万1.9万股-3,681股-19.51%减仓
VVanEck ETF信托GDX
0.61%0.85%$614.2万8.1万股$724.0万7.9万股+2,510股+3.18%加仓
CDWCDW
0.59%0.36%$594.9万4.2万股$307.2万2.5万股+1.7万股+66.65%加仓
VisaV
0.58%0.59%$577.7万1.7万股$498.7万1.7万股+336股+2.04%加仓
Boeing/TheBA
0.57%0.65%$570.7万8.5万股$550.2万8.5万股00.00%持仓不变
G通用动力VTI
0.56%0.52%$563.5万1.5万股$440.2万1.4万股+1,505股+10.97%加仓
雪佛龙CVX
0.56%0.52%$557.4万3.4万股$441.5万2.1万股+1.2万股+57.58%加仓
家得宝HD
0.55%0.59%$555.7万1.6万股$497.8万1.5万股+619股+4.09%加仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
0.55%0.38%$553.4万2.0万股$322.9万3.4万股-1.4万股-40.84%减仓
麦当劳MCD
0.52%0.68%$522.2万1.9万股$577.1万1.9万股+748股+4.03%加仓
惠顿贵金属WPM
0.5%0.3%$499.2万4.4万股$254.7万1.9万股+2.5万股+128.60%加仓
PPERPETUA RES CORP COM NPV ISIN #CA7142661031 SEDOL #BNNNK40PPTA
0.5%0.6%$496.5万23.9万股$510.9万18.2万股+5.8万股+31.66%加仓
SSUMMIT THERAPEUTICS COMSMMT
0.49%$494.1万33.9万股$00股+33.9万股新买入
SSPROTT PHYSICAL SILVER ESLVR
0.49%0.76%$488.4万25.9万股$640.4万26.3万股-3,750股-1.43%减仓

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