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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $4,153 | 0.00% | 10 | 5 | 100.0% | $2,076 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $4,180 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $4,186 | 0.00% | 8 | 5 | 166.7% | $2,616 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $4,226 | 0.00% | 49 | 24 | 96.0% | $2,070 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4,235 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,262 | 0.00% | 91 | -271 | -74.9% | -$1.27万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,272 | 0.00% | 25 | 25 | — | $4,272 | 新建仓 |
| CRH | CRH PLC | $4,280 | 0.00% | 40 | 21 | 110.5% | $2,247 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $4,313 | 0.00% | 43 | -1 | -2.3% | -$100 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $4,328 | 0.00% | 16 | 8 | 100.0% | $2,164 | 加仓 |
| TWLO | TWILIO INC | $4,333 | 0.00% | 21 | 11 | 110.0% | $2,270 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,335 | 0.00% | 8 | 5 | 166.7% | $2,709 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $4,365 | 0.00% | 7 | 5 | 250.0% | $3,118 | 加仓 |
| AMT | AMERICAN TOWER CORP | $4,417 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $4,421 | 0.00% | 9 | 4 | 80.0% | $1,965 | 加仓 |
| MKSI | MKS INC. | $4,448 | 0.00% | 10 | 5 | 100.0% | $2,224 | 加仓 |
| FN | FABRINET | $4,497 | 0.00% | 8 | 5 | 166.7% | $2,811 | 加仓 |
| RBC | RBC BEARINGS INC | $4,509 | 0.00% | 7 | 5 | 250.0% | $3,221 | 加仓 |
| SNDK | SANDISK CORP | $4,548 | 0.00% | 2 | 1 | 100.0% | $2,274 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,554 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $4,559 | 0.00% | 17 | -41 | -70.7% | -$1.10万 | 减仓 |
| PSX | PHILLIPS 66 | $4,565 | 0.00% | 27 | 14 | 107.7% | $2,367 | 加仓 |
| F | FORD MTR CO | $4,574 | 0.00% | 329 | 170 | 106.9% | $2,363 | 加仓 |
| EBAY | EBAY INC. | $4,582 | 0.00% | 41 | 20 | 95.2% | $2,235 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $4,587 | 0.00% | 111 | 80 | 258.1% | $3,306 | 加仓 |
| AMP | AMERIPRISE FINL INC | $4,588 | 0.00% | 10 | 6 | 150.0% | $2,753 | 加仓 |
| STLD | STEEL DYNAMICS INC | $4,590 | 0.00% | 20 | 10 | 100.0% | $2,295 | 加仓 |
| AON | AON PLC | $4,644 | 0.00% | 14 | 7 | 100.0% | $2,322 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,669 | 0.00% | 7 | 4 | 133.3% | $2,668 | 加仓 |
| CI | THE CIGNA GROUP | $4,687 | 0.00% | 17 | 12 | 240.0% | $3,308 | 加仓 |
| ALC | ALCON AG | $4,697 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $4,778 | 0.00% | 17 | 9 | 112.5% | $2,530 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4,821 | 0.00% | 14 | 9 | 180.0% | $3,099 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,896 | 0.00% | 36 | 18 | 100.0% | $2,448 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,925 | 0.00% | 20 | 11 | 122.2% | $2,709 | 加仓 |
| APH | AMPHENOL CORP | $4,937 | 0.00% | 28 | 15 | 115.4% | $2,645 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,968 | 0.00% | 34 | 15 | 78.9% | $2,192 | 加仓 |
| MET | METLIFE INC | $4,992 | 0.00% | 59 | 30 | 103.4% | $2,538 | 加仓 |
| MTZ | MASTEC INC | $4,993 | 0.00% | 12 | 6 | 100.0% | $2,496 | 加仓 |
| ALL | ALLSTATE CORP | $4,997 | 0.00% | 21 | 11 | 110.0% | $2,617 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5,160 | 0.00% | 48 | -109 | -69.4% | -$1.17万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5,164 | 0.00% | 13 | 6 | 85.7% | $2,383 | 加仓 |
| COP | CONOCOPHILLIPS | $5,199 | 0.00% | 50 | 23 | 85.2% | $2,392 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $5,207 | 0.00% | 29 | 3 | 11.5% | $539 | 加仓 |
| EMB | ISHARES TR | $5,213 | 0.00% | 55 | -60 | -52.2% | -$5,687 | 减仓 |
| NFLX | NETFLIX INC. | $5,284 | 0.00% | 74 | -15 | -16.9% | -$1,071 | 减仓 |
| ROST | ROSS STORES INC | $5,322 | 0.00% | 25 | 10 | 66.7% | $2,129 | 加仓 |
| NEM | NEWMONT CORP | $5,324 | 0.00% | 57 | 21 | 58.3% | $1,961 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,373 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $5,442 | 0.00% | 4 | 2 | 100.0% | $2,721 | 加仓 |
| VLO | VALERO ENERGY CORP | $5,470 | 0.00% | 21 | 11 | 110.0% | $2,865 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $5,477 | 0.00% | 134 | -8 | -5.6% | -$327 | 减仓 |
| FTNT | FORTINET INC | $5,531 | 0.00% | 36 | 20 | 125.0% | $3,073 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $5,552 | 0.00% | 9 | 5 | 125.0% | $3,084 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5,605 | 0.00% | 11 | 6 | 120.0% | $3,057 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,664 | 0.00% | 64 | 1 | 1.6% | $88 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5,692 | 0.00% | 29 | -93 | -76.2% | -$1.83万 | 减仓 |
| DE | DEERE & CO | $5,709 | 0.00% | 9 | 5 | 125.0% | $3,172 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $5,876 | 0.00% | 7 | 5 | 250.0% | $4,197 | 加仓 |
| MPC | MARATHON PETE CORP | $5,881 | 0.00% | 23 | 10 | 76.9% | $2,557 | 加仓 |
| BX | BLACKSTONE INC | $5,884 | 0.00% | 50 | 3 | 6.4% | $353 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $5,983 | 0.00% | 62 | 21 | 51.2% | $2,026 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $6,011 | 0.00% | 132 | -25 | -15.9% | -$1,138 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,034 | 0.00% | 19 | 10 | 111.1% | $3,176 | 加仓 |
| CW | CURTISS WRIGHT CORP | $6,063 | 0.00% | 8 | 5 | 166.7% | $3,789 | 加仓 |
| RTX | RTX CORPORATION | $6,072 | 0.00% | 32 | 15 | 88.2% | $2,846 | 加仓 |
| JBL | JABIL INC | $6,168 | 0.00% | 16 | 8 | 100.0% | $3,084 | 加仓 |
| APP | APPLOVIN CORP | $6,183 | 0.00% | 12 | 3 | 33.3% | $1,546 | 加仓 |
| VST | VISTRA CORP | $6,187 | 0.00% | 39 | 7 | 21.9% | $1,110 | 加仓 |
| DAL | DELTA AIR LINES INC | $6,276 | 0.00% | 67 | 33 | 97.1% | $3,091 | 加仓 |
| TER | TERADYNE INC | $6,290 | 0.00% | 13 | 7 | 116.7% | $3,387 | 加仓 |
| SMLF | ISHARES TR | $6,342 | 0.00% | 72 | -16 | -18.2% | -$1,409 | 减仓 |
| CASY | CASEYS GEN STORES INC | $6,359 | 0.00% | 8 | 5 | 166.7% | $3,974 | 加仓 |
| TJX | TJX COS INC NEW | $6,515 | 0.00% | 43 | 20 | 87.0% | $3,030 | 加仓 |
| DIS | DISNEY WALT CO | $6,738 | 0.00% | 70 | 27 | 62.8% | $2,599 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $6,744 | 0.00% | 101 | -24 | -19.2% | -$1,603 | 减仓 |
| WFC | WELLS FARGO & CO | $6,777 | 0.00% | 82 | 41 | 100.0% | $3,388 | 加仓 |
| ABBV | ABBVIE INC | $6,795 | 0.00% | 27 | 13 | 92.9% | $3,272 | 加仓 |
| EOG | EOG RES INC | $6,876 | 0.00% | 53 | -19 | -26.4% | -$2,465 | 减仓 |
| — | CHART INDS INC | $7,104 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $7,133 | 0.00% | 10 | 5 | 100.0% | $3,566 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $7,168 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $7,185 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $7,312 | 0.00% | 54 | 27 | 100.0% | $3,656 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,367 | 0.00% | 22 | 10 | 83.3% | $3,349 | 加仓 |
| C | CITIGROUP INC | $7,418 | 0.00% | 53 | 26 | 96.3% | $3,639 | 加仓 |
| TXN | TEXAS INSTRS INC | $7,452 | 0.00% | 25 | 15 | 150.0% | $4,471 | 加仓 |
| EME | EMCOR GROUP INC | $7,469 | 0.00% | 9 | 5 | 125.0% | $4,149 | 加仓 |
| SCI | SERVICE CORP INTL | $7,521 | 0.00% | 99 | 4 | 4.2% | $304 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $7,556 | 0.00% | 70 | 14 | 25.0% | $1,511 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7,593 | 0.00% | 23 | 11 | 91.7% | $3,631 | 加仓 |
| UNP | UNION PAC CORP | $7,616 | 0.00% | 28 | 16 | 133.3% | $4,352 | 加仓 |
| PYLD | PIMCO ETF TR | $7,691 | 0.00% | 290 | -77 | -21.0% | -$2,042 | 减仓 |
| GILD | GILEAD SCIENCES INC | $7,707 | 0.00% | 61 | 28 | 84.8% | $3,538 | 加仓 |
| CVX | CHEVRON CORPORATION | $7,791 | 0.00% | 47 | -35 | -42.7% | -$5,802 | 减仓 |
| CIEN | CIENA CORP | $7,849 | 0.00% | 16 | 9 | 128.6% | $4,415 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8,044 | 0.00% | 27 | 11 | 68.8% | $3,277 | 加仓 |
| FE | FIRSTENERGY CORP | $8,130 | 0.00% | 171 | 13 | 8.2% | $618 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8,219 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $8,266 | 0.00% | 51 | 26 | 104.0% | $4,214 | 加仓 |