13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001802533
申报总市值
US$10.0亿
US$10.0亿
367 檔
16.9%
根据最新整理的 13F 季度数据集，Hohimer Wealth Management, LLC 于 Q1 2026 结束时的管理资产规模为 US$10.0亿。该机构在本季度申报了 367 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Hohimer Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 48 个新仓位，并对 73 个既有持股进行加仓（合计增持 121 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Hohimer Wealth Management, LLC 的前 5 大核心持股（包含 GBIL, MSFT, AAPL 等）合计占整体申报市值的 16.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
ACHC
市值: US$501.8万
本季最大获利了结 / 清仓标的
XLK
前期市值: US$1045.6万
仅显示前 200 大持股（共 367 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 6.02% | -0.10% | +7.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.69% | +2.15% | +41.90% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.47% | -0.31% | +64.09% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | -0.23% | +45.42% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | -0.49% | +8.93% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.09% | +0.01% | +8.74% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.94% | -0.49% | +73.77% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.57% | -0.03% | +7.90% | |
| 9 | SILJ | Amplify Junior Silver Miners | ETF-避险与商品 | 1.53% | -0.77% | +46.15% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.07% | +18.25% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.38% | -0.01% | +12.63% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.27% | +0.08% | -14.68% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.15% | -0.20% | +53.67% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.10% | -0.14% | +16.07% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.05% | -0.21% | +15.72% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.97% | -0.55% | +19.70% | |
| 17 | AG | First Majestic Silver CORP | 股票-原材料 | 0.92% | +0.45% | +7.07% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | -0.03% | -0.73% | |
| 19 | HYMC | Hycroft Mining Holding Co-a | 股票-其他 | 0.88% | -0.39% | +153.97% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.03% | +19.85% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.85% | -0.24% | +175.56% | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 0.83% | -0.19% | +47.54% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.11% | +25.71% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.07% | +124.69% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | -0.03% | -2.38% | |
| 26 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.76% | +0.44% | -6.57% | |
| 27 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.76% | -0.27% | +14.73% | |
| 28 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.75% | -0.75% | EXIT | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.75% | -0.03% | +1.21% | |
| 30 | DELL | Dell Technologies -c | 股票-科技 | 0.74% | +0.91% | +50.94% | |
| 31 | USAR | USA Rare Earth Inc | 股票-其他 | 0.70% | +0.16% | +20.88% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | -0.16% | -0.80% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.68% | — | +28.00% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | +0.04% | +165.17% | |
| 35 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.65% | -0.08% | — | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.64% | +0.10% | +37.81% | |
| 37 | SBSW | Sibanye-stillwater Ltd-adr | 股票-其他 | 0.62% | -0.62% | EXIT | |
| 38 | PPTA | Perpetua Resources CORP | 股票-其他 | 0.60% | -0.10% | +31.58% | |
| 39 | ACHC | Acadia Healthcare Co Inc | 股票-其他 | 0.59% | +0.13% | — | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | -0.01% | -0.34% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | -0.04% | +153.30% | |
| 42 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.58% | -0.21% | +1204.99% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.56% | -0.10% | — | |
| 44 | PCT | Purecycle Technologies Inc | 股票-其他 | 0.56% | +0.32% | -23.74% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.56% | +0.20% | +1621.56% | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.55% | -0.13% | — | |
| 47 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 0.54% | +0.32% | — | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.54% | -0.13% | -19.88% | |
| 49 | ANET | Arista Networks Inc | 股票-科技 | 0.53% | +0.12% | +19.36% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.53% | -0.14% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | +64.09% | 加仓 |
| 2 | AEM | Agnico Eagle Mines LTD | +0.9% | +73.77% | 加仓 |
| 3 | CF | Cf Industries Holdings Inc | +0.7% | +1400.25% | 加仓 |
| 4 | HYMC | Hycroft Mining Holding Co-a | +0.6% | +153.97% | 加仓 |
| 5 | TMUS | T-mobile US Inc | +0.5% | +1204.99% | 加仓 |
| 6 | GDX | Vaneck Gold Miners ETF | +0.5% | +175.56% | 加仓 |
| 7 | UNH | Unitedhealth Group Inc | +0.5% | +1621.56% | 加仓 |
| 8 | CEF | Sprott Physical Gold And Sil | +0.5% | +1945.93% | 加仓 |
| 9 | SBUX | Starbucks CORP | +0.5% | +19.70% | 加仓 |
| 10 | SILJ | Amplify Junior Silver Miners | +0.4% | +46.15% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.4% | +53.67% | 加仓 |
| 12 | CI | THE Cigna Group | +0.4% | +467.54% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.4% | +45.42% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +124.69% | 加仓 |
| 15 | PG | Procter & Gamble Co/the | +0.4% | +165.17% | 加仓 |
| 16 | WMG | Warner Music Group Corp-cl A | +0.4% | +1189.32% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.4% | +1517.42% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.3% | +784.32% | 加仓 |
| 19 | DELL | Dell Technologies -c | +0.3% | +50.94% | 加仓 |
| 20 | HD | Home Depot Inc | +0.3% | +153.30% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.3% | +8.93% | 加仓 |
| 22 | CDW | Cdw Corp/de | +0.3% | +395.66% | 加仓 |
| 23 | MELI | Mercadolibre Inc | +0.3% | +408.21% | 加仓 |
| 24 | UBER | Uber Technologies Inc | +0.3% | +259.50% | 加仓 |
| 25 | VZ | Verizon Communications Inc | +0.2% | +67.85% | 加仓 |
| 26 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +102.35% | 加仓 |
| 27 | PYPL | Paypal Holdings Inc | +0.2% | +375.54% | 加仓 |
| 28 | PEP | Pepsico Inc | +0.2% | +97.67% | 加仓 |
| 29 | AG | First Majestic Silver CORP | +0.2% | +7.07% | 加仓 |
| 30 | CNI | Canadian Natl Railway Co | +0.2% | +211.54% | 加仓 |
| 31 | USAR | USA Rare Earth Inc | +0.2% | +20.88% | 加仓 |
| 32 | CRM | Salesforce Inc | +0.2% | +197.75% | 加仓 |
| 33 | AUR | Aurora Innovation Inc | +0.2% | +123.64% | 加仓 |
| 34 | SMR | Nuscale Power CORP | +0.2% | +333.06% | 加仓 |
| 35 | MRSH | Marsh & Mclennan Cos | +0.2% | +86.00% | 加仓 |
| 36 | GPN | Global Payments Inc | +0.2% | +150.41% | 加仓 |
| 37 | PPTA | Perpetua Resources CORP | +0.2% | +31.58% | 加仓 |
| 38 | SBSW | Sibanye-stillwater Ltd-adr | +0.1% | +65.43% | 加仓 |
| 39 | PFL | Pimco Income Strategy Fund | +0.1% | +69.38% | 加仓 |
| 40 | EXE | Expand Energy CORP | +0.1% | +291.43% | 加仓 |
| 41 | LNG | Cheniere Energy Inc | +0.1% | +262.32% | 加仓 |
| 42 | BSV | Vanguard Short-term Bond ETF | +0.1% | +37.81% | 加仓 |
| 43 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +112.53% | 加仓 |
| 44 | BLV | Vanguard Long-term Bond ETF | +0.1% | +115.11% | 加仓 |
| 45 | WM | Waste Management Inc | +0.1% | +112.01% | 加仓 |
| 46 | EBAY | Ebay Inc | +0.1% | +29.57% | 加仓 |
| 47 | DHR | Danaher CORP | +0.1% | +64.46% | 加仓 |
| 48 | POST | Post Holdings Inc | +0.1% | +248.38% | 加仓 |
| 49 | TSLA | Tesla Inc | +0.1% | +47.54% | 加仓 |
| 50 | USB | US Bancorp | +0.1% | +28.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Hohimer Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$10.0亿，共申报了 367 个公开持股仓位。
在 Q1 2026 季度，Hohimer Wealth Management, LLC 按市值排列的前三大核心持股分别为：GBIL (6.0%)、MSFT (5.7%)、AAPL (3.5%)。其中最大持股仓位 GBIL 占据整体投资组合约 6.0% 的权重。
在 Q1 2026 季度中，Hohimer Wealth Management, LLC 共进行了 198 项持仓异动，包含新建仓 48 个仓位、加仓 73 个仓位、减仓 38 个仓位以及清仓 39 个仓位。 其中最大新建仓标的为 ACHC。 本季清仓仓位包含 XLK。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。