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
GWW WW GRAINGER INC $2,1820.00%2 00.0% — 不变
CASY CASEYS GEN STORES INC $2,1840.00%3 -3-50.0% -$2,184 减仓
URI UNITED RENTALS INC $2,1860.00%3 00.0% — 不变
BKR BAKER HUGHES COMPANY $2,1980.00%36 25.9% $122 加仓
COR CENCORA INC $2,1990.00%7 00.0% — 不变
FTI TECHNIPFMC PLC $2,2120.00%32 310.3% $207 加仓
ADI ANALOG DEVICES INC $2,2270.00%7 00.0% — 不变
DE DEERE & CO $2,2530.00%4 -4-50.0% -$2,253 减仓
SCHW SCHWAB CHARLES CORP $2,2560.00%24 -29-54.7% -$2,726 减仓
AON AON PLC $2,2590.00%7 240.0% $645 加仓
DAL DELTA AIR LINES INC $2,2600.00%34 00.0% — 不变
WMB WILLIAMS COS INC $2,3290.00%32 310.3% $218 加仓
FERG FERGUSON ENTERPRISES INC $2,3330.00%10 225.0% $467 加仓
FCX FREEPORT MCMORAN INC $2,3510.00%40 25.3% $118 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $2,3510.00%6 120.0% $392 加仓
PSX PHILLIPS 66 $2,3680.00%13 00.0% — 不变
COHR COHERENT CORP $2,3820.00%10 00.0% — 不变
VLO VALERO ENERGY CORP $2,4710.00%10 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $2,4770.00%9 112.5% $275 加仓
JCI JOHNSON CONTROLS INTERNATION $2,4880.00%19 -49-72.1% -$6,416 减仓
KR KROGER CO $2,6770.00%37 38.8% $217 加仓
CMI CUMMINS INC $2,6900.00%5 00.0% — 不变
— HONEYWELL INTL INC $2,7120.00%12 333.3% $678 加仓
CIEN CIENA CORP $2,7180.00%7 -5-41.7% -$1,941 减仓
WM WASTE MGMT INC DEL $2,7570.00%12 19.1% $230 加仓
ABT ABBOTT LABORATORIES $2,7720.00%27 -18-40.0% -$1,848 减仓
ZTS ZOETIS INC $2,8370.00%24 -1-4.0% -$118 减仓
BNY BANK NEW YORK MELLON CORP $2,8470.00%24 00.0% — 不变
FDX FEDEX CORP $2,8490.00%8 -16-66.7% -$5,698 减仓
UNP UNION PAC CORP $2,9110.00%12 00.0% — 不变
EME EMCOR GROUP INC $2,9530.00%4 -4-50.0% -$2,953 减仓
VRT VERTIV HOLDINGS CO $3,0070.00%12 19.1% $251 加仓
LMT LOCKHEED MARTIN CORP $3,0220.00%5 00.0% — 不变
ABBV ABBVIE INC $3,0450.00%14 -22-61.1% -$4,785 减仓
HOOD ROBINHOOD MKTS INC $3,0490.00%44 -39-47.0% -$2,703 减仓
C CITIGROUP INC $3,0620.00%27 00.0% — 不变
MPC MARATHON PETE CORP $3,1740.00%13 18.3% $244 加仓
HWM HOWMET AEROSPACE INC $3,2260.00%14 00.0% — 不变
ROST ROSS STORES INC $3,2490.00%15 17.1% $217 加仓
WFC WELLS FARGO & CO $3,2640.00%41 -3-6.8% -$239 减仓
RTX RTX CORPORATION $3,2790.00%17 -13-43.3% -$2,507 减仓
MS MORGAN STANLEY $3,2910.00%20 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $3,3040.00%41 -33-44.6% -$2,659 减仓
AXP AMERICAN EXPRESS CO $3,3270.00%11 -2-15.4% -$605 减仓
GEM GOLDMAN SACHS ETF TR $3,3340.00%77 -64-45.4% -$2,771 减仓
TRV TRAVELERS COMPANIES INC $3,5000.00%12 00.0% — 不变
COP CONOCOPHILLIPS $3,5640.00%27 -29-51.8% -$3,828 减仓
VRTX VERTEX PHARMACEUTICALS INC $3,5720.00%8 00.0% — 不变
APP APPLOVIN CORP $3,5820.00%9 -9-50.0% -$3,582 减仓
RSP INVESCO EXCHANGE TRADED FD T $3,6460.00%19 00.0% — 不变
GLW CORNING INC $3,6710.00%27 00.0% — 不变
TJX TJX COS INC NEW $3,6730.00%23 00.0% — 不变
OCFC OCEANFIRST FINL CORP $3,8610.00%214 00.0% — 不变
NEM NEWMONT CORP $3,8970.00%36 00.0% — 不变
VBR VANGUARD INDEX FDS $4,0720.00%19 00.0% — 不变
AMAT APPLIED MATLS INC $4,1010.00%12 220.0% $684 加仓
FIX COMFORT SYS USA INC $4,1370.00%3 00.0% — 不变
DIS DISNEY WALT CO $4,1440.00%43 -32-42.7% -$3,084 减仓
IWR ISHARES TR $4,1810.00%43 -244-85.0% -$2.37万 减仓
PEP PEPSICO INC $4,1930.00%27 -20-42.6% -$3,106 减仓
AMGN AMGEN INC $4,2220.00%12 19.1% $352 加仓
WDC WESTERN DIGITAL CORP $4,3280.00%16 00.0% — 不变
PANW PALO ALTO NETWORKS INC $4,3290.00%27 -11-28.9% -$1,764 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $4,3470.00%110 00.0% — 不变
GILD GILEAD SCIENCES INC $4,5990.00%33 -25-43.1% -$3,484 减仓
AMT AMERICAN TOWER CORP $4,6600.00%27 00.0% — 不变
VST VISTRA CORP $4,8110.00%32 -7-17.9% -$1,052 减仓
CP CANADIAN PACIFIC KANSAS CITY $4,8770.00%62 00.0% — 不变
VRSK VERISK ANALYTICS INC $4,9340.00%26 -1-3.7% -$190 减仓
SHYG ISHARES TR $5,0770.00%120 00.0% — 不变
ALC ALCON AG $5,2750.00%70 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $5,3870.00%63 -1-1.6% -$86 减仓
BX BLACKSTONE INC $5,4050.00%47 -6-11.3% -$690 减仓
PRU PRUDENTIAL FINL INC $5,4710.00%56 -3-5.1% -$293 减仓
NKE NIKE INC $5,5460.00%105 -38-26.6% -$2,007 减仓
GM GENERAL MTRS CO $5,8860.00%79 22.6% $149 加仓
KLAC KLA CORP $5,8900.00%4 -15-78.9% -$2.21万 减仓
LRCX LAM RESEARCH CORP $6,4100.00%30 13.4% $214 加仓
INTU INTUIT $6,4860.00%15 -7-31.8% -$3,027 减仓
SMLF ISHARES TR $6,6970.00%88 -75-46.0% -$5,708 减仓
GSIE GOLDMAN SACHS ETF TR $6,7840.00%157 -126-44.5% -$5,444 减仓
SPGI S&P GLOBAL INC $6,8050.00%16 00.0% — 不变
YUMC YUM CHINA HLDGS INC $6,9270.00%142 00.0% — 不变
WCN WASTE CONNECTIONS INC $6,9850.00%43 00.0% — 不变
— CHART INDS INC $7,0300.00%34 00.0% — 不变
MU MICRON TECHNOLOGY INC $7,0950.00%21 210.5% $676 加仓
MSIF MSC INCOME FUND INC $7,5640.00%621 20850.4% $2,534 加仓
CVS CVS HEALTH CORP $7,7150.00%107 -76-41.5% -$5,480 减仓
ADBE ADOBE INC $7,7790.00%32 -1-3.0% -$243 减仓
CAT CATERPILLAR INC $7,7930.00%11 -7-38.9% -$4,959 减仓
VTV VANGUARD INDEX FDS $7,8070.00%40 00.0% — 不变
SCI SERVICE CORP INTL $7,8380.00%95 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $7,8640.00%1,043 00.0% — 不变
FE FIRSTENERGY CORP $8,0040.00%158 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $8,2040.00%125 64104.9% $4,200 加仓
ETN EATON CORP PLC $8,2260.00%23 -22-48.9% -$7,868 减仓
CB CHUBB LTD SWITZ $8,4740.00%26 00.0% — 不变
NFLX NETFLIX INC. $8,5570.00%89 -47-34.6% -$4,519 减仓
BLK BLACKROCK INC $8,6550.00%9 00.0% — 不变
CSX CSX CORP $8,8670.00%216 -175-44.8% -$7,184 减仓