HFM Investment Advisors, LLC
GLASSBORO NJ · SEC CIK 0002067972
$2.85亿2026Q2 申报市值
1,293持仓数
94.7%前十大占比 · 第一大 40.2%
71 / 39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
DFNM 加仓+$340.88万
DFCF 加仓+$76.93万
DIMENSIONAL ETF 加仓+$36.20万
DFGX 加仓+$18.37万
DFGP 加仓+$7.09万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$170.82万
DFAX 减仓-$111.69万
AOA 减仓-$75.84万
EXXON MOBIL CORP 清仓-$74.57万
VT 减仓-$34.96万
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 |
|---|---|---|---|---|---|---|---|---|
| SANM | SANMINA CORP | $2,784 | 0.00% | 11 | 5 | 83.3% | $1,265 | 加仓 |
| TOL | TOLL BROTHERS INC | $2,801 | 0.00% | 17 | 9 | 112.5% | $1,483 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,809 | 0.00% | 93 | 48 | 106.7% | $1,450 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,813 | 0.00% | 31 | 4 | 14.8% | $363 | 加仓 |
| CF | CF INDUSTRIES HOLD | $2,815 | 0.00% | 26 | 13 | 100.0% | $1,408 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2,817 | 0.00% | 10 | 7 | 233.3% | $1,972 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $2,818 | 0.00% | 58 | 27 | 87.1% | $1,312 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2,823 | 0.00% | 14 | 5 | 55.6% | $1,008 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,851 | 0.00% | 12 | 6 | 100.0% | $1,426 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $2,853 | 0.00% | 9 | 5 | 125.0% | $1,585 | 加仓 |
| PKG | PACKAGING CORP AMER | $2,860 | 0.00% | 12 | 5 | 71.4% | $1,192 | 加仓 |
| USFD | US FOODS HLDG CORP | $2,863 | 0.00% | 28 | 12 | 75.0% | $1,227 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,872 | 0.00% | 8 | 5 | 166.7% | $1,795 | 加仓 |
| PHM | PULTE GROUP INC | $2,882 | 0.00% | 21 | 10 | 90.9% | $1,372 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2,885 | 0.00% | 14 | 8 | 133.3% | $1,649 | 加仓 |
| VTRS | VIATRIS INC | $2,891 | 0.00% | 182 | 92 | 102.2% | $1,461 | 加仓 |
| ALAB | ASTERA LABS INC | $2,899 | 0.00% | 6 | 6 | — | $2,899 | 新建仓 |
| AME | AMETEK INC | $2,904 | 0.00% | 12 | 6 | 100.0% | $1,452 | 加仓 |
| WSO | WATSCO INC | $2,918 | 0.00% | 7 | 6 | 600.0% | $2,501 | 加仓 |
| L | LOEWS CORP | $2,944 | 0.00% | 26 | 12 | 85.7% | $1,359 | 加仓 |
| SAIA | SAIA INC | $2,949 | 0.00% | 7 | 5 | 250.0% | $2,106 | 加仓 |
| ATI | ATI INC | $2,957 | 0.00% | 15 | 6 | 66.7% | $1,183 | 加仓 |
| CTVA | CORTEVA INC | $2,965 | 0.00% | 35 | 15 | 75.0% | $1,271 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $2,966 | 0.00% | 39 | 21 | 116.7% | $1,597 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $2,970 | 0.00% | 23 | 12 | 109.1% | $1,550 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2,972 | 0.00% | 104 | 104 | — | $2,972 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $2,983 | 0.00% | 58 | 28 | 93.3% | $1,440 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,003 | 0.00% | 8 | 5 | 166.7% | $1,877 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,008 | 0.00% | 41 | 26 | 173.3% | $1,908 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,010 | 0.00% | 22 | 12 | 120.0% | $1,642 | 加仓 |
| AYI | ACUITY INC | $3,014 | 0.00% | 8 | 5 | 166.7% | $1,884 | 加仓 |
| GL | GLOBE LIFE INC | $3,038 | 0.00% | 17 | 9 | 112.5% | $1,608 | 加仓 |
| STT | STATE STR CORP | $3,053 | 0.00% | 18 | 9 | 100.0% | $1,526 | 加仓 |
| ECL | ECOLAB INC | $3,065 | 0.00% | 11 | 5 | 83.3% | $1,393 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3,076 | 0.00% | 32 | 15 | 88.2% | $1,442 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $3,084 | 0.00% | 44 | 22 | 100.0% | $1,542 | 加仓 |
| TFC | TRUIST FINL CORP | $3,089 | 0.00% | 62 | 31 | 100.0% | $1,544 | 加仓 |
| NTAP | NETAPP INC | $3,096 | 0.00% | 20 | 11 | 122.2% | $1,703 | 加仓 |
| JLL | JONES LANG LASALLE INC | $3,100 | 0.00% | 10 | 5 | 100.0% | $1,550 | 加仓 |
| COR | CENCORA INC | $3,113 | 0.00% | 11 | 4 | 57.1% | $1,132 | 加仓 |
| SNPS | SYNOPSYS INC | $3,123 | 0.00% | 7 | 5 | 250.0% | $2,231 | 加仓 |
| CINF | CINCINNATI FINL CORP | $3,148 | 0.00% | 17 | 8 | 88.9% | $1,481 | 加仓 |
| ULTA | ULTA BEAUTY INC | $3,157 | 0.00% | 7 | 3 | 75.0% | $1,353 | 加仓 |
| IDXX | IDEXX LABS INC | $3,159 | 0.00% | 6 | 3 | 100.0% | $1,580 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $3,178 | 0.00% | 6 | 4 | 200.0% | $2,119 | 加仓 |
| HUM | HUMANA INC | $3,178 | 0.00% | 8 | 0 | 0.0% | — | 重新持有 |
| RL | RALPH LAUREN CORP | $3,212 | 0.00% | 8 | 5 | 166.7% | $2,008 | 加仓 |
| SNA | SNAP ON INC | $3,220 | 0.00% | 8 | 5 | 166.7% | $2,012 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,225 | 0.00% | 11 | 6 | 120.0% | $1,759 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,227 | 0.00% | 12 | -2 | -14.3% | -$538 | 减仓 |
| WAB | WABTEC | $3,236 | 0.00% | 12 | 6 | 100.0% | $1,618 | 加仓 |
| DHI | D R HORTON INC | $3,258 | 0.00% | 20 | 11 | 122.2% | $1,792 | 加仓 |
| OKE | ONEOK INC NEW | $3,304 | 0.00% | 38 | 20 | 111.1% | $1,739 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,313 | 0.00% | 25 | 11 | 78.6% | $1,458 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,323 | 0.00% | 14 | 4 | 40.0% | $949 | 加仓 |
| CPAY | CORPAY INC | $3,333 | 0.00% | 10 | 6 | 150.0% | $2,000 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,339 | 0.00% | 74 | 33 | 80.5% | $1,489 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $3,340 | 0.00% | 19 | 10 | 111.1% | $1,758 | 加仓 |
| RS | RELIANCE INC | $3,363 | 0.00% | 9 | 5 | 125.0% | $1,868 | 加仓 |
| WAT | WATERS CORP | $3,376 | 0.00% | 9 | 4 | 80.0% | $1,500 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3,391 | 0.00% | 18 | 9 | 100.0% | $1,696 | 加仓 |
| MOG/A | MOOG INC | $3,391 | 0.00% | 8 | 5 | 166.7% | $2,119 | 加仓 |
| NVT | NVENT ELEC PLC | $3,393 | 0.00% | 20 | 10 | 100.0% | $1,696 | 加仓 |
| LII | LENNOX INTL INC | $3,438 | 0.00% | 6 | 4 | 200.0% | $2,292 | 加仓 |
| WCC | WESCO INTL INC | $3,455 | 0.00% | 10 | 5 | 100.0% | $1,728 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,474 | 0.00% | 12 | 6 | 100.0% | $1,737 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,488 | 0.00% | 12 | 6 | 100.0% | $1,744 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $3,497 | 0.00% | 15 | 8 | 114.3% | $1,865 | 加仓 |
| KR | KROGER CO | $3,499 | 0.00% | 63 | 26 | 70.3% | $1,444 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,501 | 0.00% | 10 | 4 | 66.7% | $1,400 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,543 | 0.00% | 10 | 5 | 100.0% | $1,772 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $3,552 | 0.00% | 64 | 28 | 77.8% | $1,554 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,636 | 0.00% | 11 | 6 | 120.0% | $1,983 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,683 | 0.00% | 17 | 9 | 112.5% | $1,950 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $3,743 | 0.00% | 14 | 7 | 100.0% | $1,872 | 加仓 |
| FFIV | F5 INC | $3,744 | 0.00% | 9 | 5 | 125.0% | $2,080 | 加仓 |
| AFL | AFLAC INC | $3,752 | 0.00% | 32 | 16 | 100.0% | $1,876 | 加仓 |
| FDX | FEDEX CORP | $3,758 | 0.00% | 12 | 4 | 50.0% | $1,253 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3,776 | 0.00% | 12 | 6 | 100.0% | $1,888 | 加仓 |
| NUE | NUCOR CORP | $3,787 | 0.00% | 17 | 9 | 112.5% | $2,005 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3,805 | 0.00% | 119 | 59 | 98.3% | $1,887 | 加仓 |
| NTRS | NORTHERN TR CORP | $3,825 | 0.00% | 22 | 11 | 100.0% | $1,912 | 加仓 |
| WWD | WOODWARD INC | $3,829 | 0.00% | 9 | 4 | 80.0% | $1,702 | 加仓 |
| PCAR | PACCAR INC | $3,844 | 0.00% | 32 | 16 | 100.0% | $1,922 | 加仓 |
| EMR | EMERSON ELEC CO | $3,866 | 0.00% | 27 | 16 | 145.5% | $2,291 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,884 | 0.00% | 9 | 5 | 125.0% | $2,158 | 加仓 |
| FTI | TECHNIPFMC PLC | $3,912 | 0.00% | 59 | 27 | 84.4% | $1,790 | 加仓 |
| USB | US BANCORP | $3,926 | 0.00% | 65 | 35 | 116.7% | $2,114 | 加仓 |
| PGR | PROGRESSIVE CORP | $3,933 | 0.00% | 18 | 11 | 157.1% | $2,404 | 加仓 |
| SLB | SLB LIMITED | $3,952 | 0.00% | 85 | 48 | 129.7% | $2,232 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,974 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $4,012 | 0.00% | 18 | 6 | 50.0% | $1,337 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,037 | 0.00% | 7 | 5 | 250.0% | $2,884 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,043 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $4,044 | 0.00% | 7 | 5 | 250.0% | $2,889 | 加仓 |
| DY | DYCOM INDS INC | $4,045 | 0.00% | 8 | 5 | 166.7% | $2,528 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4,060 | 0.00% | 44 | 20 | 83.3% | $1,845 | 加仓 |
| MCO | MOODYS CORP | $4,077 | 0.00% | 9 | 6 | 200.0% | $2,718 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,107 | 0.00% | 71 | 44 | 163.0% | $2,545 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $4,151 | 0.00% | 66 | 26 | 65.0% | $1,635 | 加仓 |