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 |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | $8,284 | 0.00% | 21 | 11 | 110.0% | $4,339 | 加仓 |
| QCOM | QUALCOMM INC | $8,316 | 0.00% | 45 | 33 | 275.0% | $6,098 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8,457 | 0.00% | 25 | 14 | 127.3% | $4,736 | 加仓 |
| SPGI | S&P GLOBAL INC | $8,553 | 0.00% | 21 | 5 | 31.2% | $2,036 | 加仓 |
| MS | MORGAN STANLEY | $8,571 | 0.00% | 41 | 21 | 105.0% | $4,390 | 加仓 |
| EMN | EASTMAN CHEM CO | $8,574 | 0.00% | 128 | 7 | 5.8% | $469 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $8,665 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8,672 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $8,788 | 0.00% | 114 | 35 | 44.3% | $2,698 | 加仓 |
| AMGN | AMGEN INC | $9,053 | 0.00% | 25 | 13 | 108.3% | $4,708 | 加仓 |
| URI | UNITED RENTALS INC | $9,064 | 0.00% | 8 | 5 | 166.7% | $5,665 | 加仓 |
| ORCL | ORACLE CORP | $9,087 | 0.00% | 62 | -25 | -28.7% | -$3,664 | 减仓 |
| CB | CHUBB LIMITED | $9,200 | 0.00% | 27 | 1 | 3.8% | $341 | 加仓 |
| TFI | SPDR SERIES TRUST | $9,382 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $9,632 | 0.00% | 95 | -29 | -23.4% | -$2,940 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,815 | 0.00% | 114 | 4 | 3.6% | $344 | 加仓 |
| SPSM | SPDR SERIES TRUST | $9,965 | 0.00% | 173 | -133 | -43.5% | -$7,661 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1.02万 | 0.00% | 102 | -80 | -44.0% | -$7,976 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.05万 | 0.00% | 21 | -32 | -60.4% | -$1.60万 | 减仓 |
| ETN | EATON CORP PLC | $1.15万 | 0.00% | 27 | 4 | 17.4% | $1,705 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.16万 | 0.00% | 311 | -66 | -17.5% | -$2,454 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.16万 | 0.00% | 12 | 6 | 100.0% | $5,790 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1.16万 | 0.00% | 173 | -123 | -41.6% | -$8,263 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.16万 | 0.00% | 28 | 23 | 460.0% | $9,560 | 加仓 |
| SGOV | ISHARES TR | $1.17万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.21万 | 0.00% | 262 | -72 | -21.6% | -$3,316 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.28万 | 0.00% | 146 | -200 | -57.8% | -$1.76万 | 减仓 |
| CVS | CVS HEALTH CORP | $1.33万 | 0.00% | 129 | 22 | 20.6% | $2,260 | 加仓 |
| GLW | CORNING INC | $1.33万 | 0.00% | 52 | 25 | 92.6% | $6,386 | 加仓 |
| BLK | BLACKROCK INC | $1.35万 | 0.00% | 14 | 5 | 55.6% | $4,808 | 加仓 |
| CSX | CSX CORP | $1.36万 | 0.00% | 287 | 71 | 32.9% | $3,375 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.48万 | 0.01% | 62 | 9 | 17.0% | $2,151 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.49万 | 0.01% | 256 | -48 | -15.8% | -$2,794 | 减仓 |
| HD | HOME DEPOT INC | $1.52万 | 0.01% | 43 | -26 | -37.7% | -$9,170 | 减仓 |
| MRK | MERCK & CO INC | $1.57万 | 0.01% | 122 | 35 | 40.2% | $4,498 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.59万 | 0.01% | 8 | 5 | 166.7% | $9,910 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.59万 | 0.01% | 22 | 10 | 83.3% | $7,230 | 加仓 |
| CTAS | CINTAS CORP | $1.60万 | 0.01% | 94 | 5 | 5.6% | $850 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.61万 | 0.01% | 89 | 11 | 14.1% | $1,990 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.79万 | 0.01% | 46 | 4 | 9.5% | $1,560 | 加仓 |
| CSGP | COSTAR GROUP INC | $1.83万 | 0.01% | 645 | 8 | 1.3% | $227 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.89万 | 0.01% | 94 | -5 | -5.1% | -$1,003 | 减仓 |
| TMUS | T-MOBILE US INC | $1.93万 | 0.01% | 115 | 3 | 2.7% | $503 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.04万 | 0.01% | 32 | 16 | 100.0% | $1.02万 | 加仓 |
| LIN | LINDE PLC | $2.08万 | 0.01% | 40 | 2 | 5.3% | $1,038 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2.11万 | 0.01% | 149 | -29 | -16.3% | -$4,109 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2.11万 | 0.01% | 231 | 10 | 4.5% | $915 | 加仓 |
| PFE | PFIZER INC | $2.13万 | 0.01% | 885 | -261 | -22.8% | -$6,285 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $2.18万 | 0.01% | 151 | 127 | 529.2% | $1.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.23万 | 0.01% | 22 | 6 | 37.5% | $6,068 | 加仓 |
| CAT | CATERPILLAR INC | $2.24万 | 0.01% | 21 | 10 | 90.9% | $1.06万 | 加仓 |
| TGT | TARGET CORP | $2.27万 | 0.01% | 174 | 17 | 10.8% | $2,217 | 加仓 |
| KLAC | KLA CORP | $2.29万 | 0.01% | 76 | 36 | 90.0% | $1.09万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.38万 | 0.01% | 55 | 25 | 83.3% | $1.08万 | 加仓 |
| AOK | ISHARES TR | $2.42万 | 0.01% | 583 | 3 | 0.5% | $124 | 加仓 |
| KO | COCA COLA CO | $2.46万 | 0.01% | 303 | 8 | 2.7% | $650 | 加仓 |
| AGG | ISHARES TR | $2.63万 | 0.01% | 266 | -8 | -2.9% | -$790 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.70万 | 0.01% | 452 | -226 | -33.3% | -$1.35万 | 减仓 |
| YUM | YUM BRANDS INC | $2.72万 | 0.01% | 171 | -2 | -1.2% | -$318 | 减仓 |
| T | AT&T INC | $2.76万 | 0.01% | 1,335 | 108 | 8.8% | $2,236 | 加仓 |
| ES | EVERSOURCE ENERGY | $2.79万 | 0.01% | 386 | 10 | 2.7% | $723 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2.80万 | 0.01% | 555 | -104 | -15.8% | -$5,251 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.81万 | 0.01% | 30 | 1 | 3.4% | $936 | 加仓 |
| V | VISA INC | $2.85万 | 0.01% | 83 | 36 | 76.6% | $1.24万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2.88万 | 0.01% | 574 | -104 | -15.3% | -$5,217 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3.06万 | 0.01% | 632 | -187 | -22.8% | -$9,044 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $3.26万 | 0.01% | 2,927 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.40万 | 0.01% | 531 | -307 | -36.6% | -$1.97万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3.42万 | 0.01% | 35 | 3 | 9.4% | $2,934 | 加仓 |
| BA | BOEING CO | $3.44万 | 0.01% | 159 | 7 | 4.6% | $1,515 | 加仓 |
| BAC | BANK OF AMER CORP | $3.46万 | 0.01% | 607 | -15 | -2.4% | -$855 | 减仓 |
| MCD | MCDONALDS CORP | $3.54万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.61万 | 0.01% | 2,898 | 1,058 | 57.5% | $1.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.65万 | 0.01% | 73 | 10 | 15.9% | $5,004 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.70万 | 0.01% | 72 | -36 | -33.3% | -$1.85万 | 减仓 |
| PWR | QUANTA SVCS INC | $3.82万 | 0.01% | 53 | 4 | 8.2% | $2,880 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.89万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $3.91万 | 0.01% | 738 | 227 | 44.4% | $1.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4.35万 | 0.02% | 118 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $4.50万 | 0.02% | 418 | -18 | -4.1% | -$1,936 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.60万 | 0.02% | 1,086 | 86 | 8.6% | $3,641 | 加仓 |
| WMT | WALMART INC | $4.90万 | 0.02% | 433 | -118 | -21.4% | -$1.34万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $4.92万 | 0.02% | 232 | 10 | 4.5% | $2,122 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.43万 | 0.02% | 47 | 26 | 123.8% | $3.00万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5.55万 | 0.02% | 502 | 13 | 2.7% | $1,437 | 加仓 |
| SOLV | SOLVENTUM CORP | $6.67万 | 0.02% | 865 | 7 | 0.8% | $540 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7.59万 | 0.03% | 232 | 42 | 22.1% | $1.37万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $8.12万 | 0.03% | 1,991 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $8.16万 | 0.03% | 1,637 | 6 | 0.4% | $299 | 加仓 |
| META | META PLATFORMS INC | $8.79万 | 0.03% | 156 | 41 | 35.7% | $2.31万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $9.02万 | 0.03% | 1,785 | -418 | -19.0% | -$2.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.03万 | 0.03% | 1,269 | -633 | -33.3% | -$4.51万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $9.81万 | 0.03% | 254 | 10 | 4.1% | $3,862 | 加仓 |
| AVGO | BROADCOM INC | $10.54万 | 0.04% | 279 | 23 | 9.0% | $8,688 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $10.55万 | 0.04% | 208 | 5 | 2.5% | $2,535 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $11.23万 | 0.04% | 2,381 | -438 | -15.5% | -$2.06万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $11.25万 | 0.04% | 3,748 | -688 | -15.5% | -$2.06万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $11.50万 | 0.04% | 1,309 | -942 | -41.8% | -$8.28万 | 减仓 |
| — | SENECA FOODS CORP NEW | $13.89万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| SENEA | SENECA FOODS CORP NEW | $13.92万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |