13F 机构持仓

HFM Investment Advisors, LLC

GLASSBORO NJ · SEC CIK 0002067972

2026Q22026Q1 更早 9 个季度 🔒
$2.60亿2026Q1 申报市值
1,204持仓数
94.9%前十大占比 · 第一大 39.2%
29 / 60新建仓 / 清仓
申报市值走势$2.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 39.2%
DFAX 20.4%
DFCF 12.8%
DIMENSIONAL ET 6.6%
DFNM 6.6%
DFGX 3.8%
DFGR 2.1%
DFGP 1.9%
AOA 0.8%
VT 0.6%

2026Q1 买入最多 按季末市值估算

DFCF 加仓+$299.21万
DIMENSIONAL ETF 加仓+$147.25万
DFGX 加仓+$104.70万
DIMENSIONAL ETF 加仓+$63.05万
DFGP 加仓+$53.86万

2026Q1 卖出最多 按季末市值估算

DFAX 减仓-$91.07万
DFNM 减仓-$40.96万
AOA 减仓-$26.88万
META 减仓-$7.04万
MSFT 减仓-$5.93万

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
AEP AMERICAN ELEC PWR CO INC $1,3110.00%10 00.0% — 不变
SYK STRYKER CORPORATION $1,3140.00%4 00.0% — 不变
CFG CITIZENS FINL GROUP INC $1,3190.00%22 -83-79.0% -$4,976 减仓
THC TENET HEALTHCARE CORP $1,3210.00%7 00.0% — 不变
AA ALCOA CORP $1,3270.00%20 211.1% $133 加仓
CI THE CIGNA GROUP $1,3340.00%5 -2-28.6% -$534 减仓
ITT ITT INC $1,3340.00%7 00.0% — 不变
LH LABCORP HOLDINGS INC $1,3340.00%5 125.0% $267 加仓
CSL CARLISLE COS INC $1,3340.00%4 133.3% $334 加仓
UNH UNITEDHEALTH GROUP INC $1,3530.00%5 -4-44.4% -$1,082 减仓
NUE NUCOR CORP $1,3530.00%8 00.0% — 不变
XPO XPO INC $1,3620.00%7 00.0% — 不变
WCC WESCO INTL INC $1,3680.00%5 00.0% — 不变
PGR PROGRESSIVE CORP $1,3880.00%7 -1-12.5% -$198 减仓
FAST FASTENAL CO $1,3920.00%30 -32-51.6% -$1,485 减仓
LDOS LEIDOS HOLDINGS INC $1,4000.00%9 00.0% — 不变
— COTERRA ENERGY INC $1,4060.00%40 514.3% $176 加仓
TPR TAPESTRY INC $1,4110.00%10 -16-61.5% -$2,258 减仓
BDX BECTON DICKINSON & CO $1,4150.00%9 -13-59.1% -$2,044 减仓
CINF CINCINNATI FINL CORP $1,4160.00%9 112.5% $157 加仓
TFC TRUIST FINL CORP $1,4250.00%31 00.0% — 不变
— ELECTRONIC ARTS INC $1,4270.00%7 00.0% — 不变
ADSK AUTODESK INC $1,4360.00%6 00.0% — 不变
EMR EMERSON ELEC CO $1,4410.00%11 -27-71.1% -$3,537 减仓
APD AIR PRODUCTS AND CHEMICALS I $1,4520.00%5 00.0% — 不变
HSY HERSHEY CO $1,4550.00%7 00.0% — 不变
HUBB HUBBELL INC $1,4720.00%3 00.0% — 不变
USFD US FOODS HLDG CORP $1,4750.00%16 214.3% $184 加仓
CME CME GROUP INC $1,4770.00%5 00.0% — 不变
PKG PACKAGING CORP AMER $1,4860.00%7 240.0% $425 加仓
WAT WATERS CORP $1,4890.00%5 125.0% $298 加仓
L LOEWS CORP $1,4940.00%14 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1,4950.00%9 00.0% — 不变
WAB WABTEC $1,4990.00%6 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1,5200.00%5 00.0% — 不变
HAL HALLIBURTON CO $1,5210.00%39 00.0% — 不变
JLL JONES LANG LASALLE INC $1,5220.00%5 00.0% — 不变
NTRS NORTHERN TR CORP $1,5350.00%11 00.0% — 不变
QCOM QUALCOMM INC $1,5450.00%12 -23-65.7% -$2,961 减仓
REGN REGENERON PHARMACEUTICALS $1,5450.00%2 1100.0% $772 加仓
MDLZ MONDELEZ INTL INC $1,5560.00%27 417.4% $231 加仓
USB US BANCORP $1,5600.00%30 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1,5600.00%31 729.2% $352 加仓
ODFL OLD DOMINION FREIGHT LINE IN $1,5630.00%8 360.0% $586 加仓
FN FABRINET $1,5650.00%3 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $1,5750.00%8 -22-73.3% -$4,331 减仓
CRS CARPENTER TECHNOLOGY CORP $1,5770.00%4 00.0% — 不变
CMCSA COMCAST CORP NEW $1,5790.00%55 -49-47.1% -$1,407 减仓
PYPL PAYPAL HLDGS INC $1,5830.00%35 -16-31.4% -$724 减仓
MRVL MARVELL TECHNOLOGY INC $1,5850.00%16 -39-70.9% -$3,863 减仓
ECL ECOLAB INC $1,5960.00%6 120.0% $266 加仓
SHW SHERWIN WILLIAMS CO $1,6030.00%5 00.0% — 不变
NRG NRG ENERGY INC $1,6080.00%11 00.0% — 不变
GRMN GARMIN LTD $1,6240.00%7 -6-46.2% -$1,392 减仓
OKE ONEOK INC NEW $1,6270.00%18 9100.0% $814 加仓
FLEX FLEXTRONICS INTL LTD $1,6370.00%25 00.0% — 不变
APH AMPHENOL CORP $1,6430.00%13 -26-66.7% -$3,286 减仓
UAL UNITED AIRLS HLDGS INC $1,6570.00%18 -3-14.3% -$276 减仓
CTVA CORTEVA INC $1,6740.00%20 317.6% $251 加仓
IDXX IDEXX LABS INC $1,6860.00%3 00.0% — 不变
CF CF INDUSTRIES HOLD $1,6880.00%13 18.3% $130 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $1,6940.00%6 120.0% $282 加仓
GD GENERAL DYNAMICS CORP $1,7160.00%5 00.0% — 不变
AVRE AMERICAN CENTY ETF TR $1,7170.00%39 -27-40.9% -$1,189 减仓
NSC NORFOLK SOUTHN CORP $1,7220.00%6 00.0% — 不变
MCK MCKESSON CORP $1,7310.00%2 -3-60.0% -$2,596 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,7550.00%12 -35-74.5% -$5,119 减仓
AFL AFLAC INC $1,7550.00%16 00.0% — 不变
AMP AMERIPRISE FINL INC $1,7780.00%4 -1-20.0% -$444 减仓
UTHR UNITED THERAPEUTICS CORP DEL $1,7790.00%3 00.0% — 不变
TER TERADYNE INC $1,7790.00%6 -1-14.3% -$296 减仓
FANG DIAMONDBACK ENERGY INC $1,7800.00%9 112.5% $198 加仓
WWD WOODWARD INC $1,7900.00%5 125.0% $358 加仓
SHV ISHARES TR $1,7950.00%16 -1-5.9% -$112 减仓
STLD STEEL DYNAMICS INC $1,8000.00%10 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $1,8150.00%3 150.0% $605 加仓
F FORD MTR CO $1,8350.00%159 31.9% $35 加仓
PCAR PACCAR INC $1,8480.00%16 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $1,8730.00%9 112.5% $208 加仓
TEL TE CONNECTIVITY PLC $1,8810.00%9 112.5% $209 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $1,8850.00%1 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $1,8930.00%14 17.7% $135 加仓
TPL TEXAS PACIFIC LAND CORPORATI $1,8980.00%4 3300.0% $1,424 加仓
SLB SLB LIMITED $1,9010.00%37 515.6% $257 加仓
EBAY EBAY INC. $1,9110.00%21 -47-69.1% -$4,277 减仓
MTZ MASTEC INC $1,9300.00%6 00.0% — 不变
TXN TEXAS INSTRS INC $1,9410.00%10 111.1% $194 加仓
CBOE CBOE GLOBAL MKTS INC $1,9670.00%7 00.0% — 不变
CRH CRH PLC $1,9970.00%19 00.0% — 不变
KMI KINDER MORGAN INC DEL $2,0120.00%60 35.3% $101 加仓
OXY OCCIDENTAL PETE CORP $2,0150.00%31 1047.6% $650 加仓
CW CURTISS WRIGHT CORP $2,0430.00%3 -4-57.1% -$2,724 减仓
MET METLIFE INC $2,0510.00%29 -37-56.1% -$2,617 减仓
LHX L3HARRIS TECHNOLOGIES INC $2,0710.00%6 00.0% — 不变
ALL ALLSTATE CORP $2,0730.00%10 -10-50.0% -$2,073 减仓
ITW ILLINOIS TOOL WKS INC $2,0820.00%8 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,0840.00%5 -2-28.6% -$834 减仓
ULTA ULTA BEAUTY INC $2,0910.00%4 00.0% — 不变
JBL JABIL INC $2,1250.00%8 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $2,1700.00%5 -1-16.7% -$434 减仓