HFM Investment Advisors, LLC
GLASSBORO NJ · SEC CIK 0002067972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $29.09万 | 0.11% | 1,668 | 10 | 0.6% | $1,744 | 加仓 |
| TSLA | TESLA INC | $30.86万 | 0.12% | 830 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.49万 | 0.16% | 1,670 | -14 | -0.8% | -$3,395 | 减仓 |
| MMM | 3M CO | $50.13万 | 0.19% | 3,452 | -30 | -0.9% | -$4,357 | 减仓 |
| GEV | GE VERNOVA INC | $54.21万 | 0.21% | 621 | 52 | 9.1% | $4.54万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.82万 | 0.22% | 1,611 | -1 | -0.1% | -$359 | 减仓 |
| GE | GE AEROSPACE | $70.60万 | 0.27% | 2,488 | 235 | 10.4% | $6.67万 | 加仓 |
| AOR | ISHARES TR | $72.58万 | 0.28% | 11,278 | -757 | -6.3% | -$4.87万 | 减仓 |
| — | EXXON MOBIL CORP | $74.57万 | 0.29% | 4,395 | 11 | 0.3% | $1,866 | 加仓 |
| CSCO | CISCO SYS INC | $84.41万 | 0.32% | 10,879 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $135.81万 | 0.52% | 5,556 | -135 | -2.4% | -$3.30万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $160.91万 | 0.62% | 11,632 | -415 | -3.4% | -$5.74万 | 减仓 |
| AOA | ISHARES TR | $202.64万 | 0.78% | 22,899 | -3,038 | -11.7% | -$26.88万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $504.53万 | 1.94% | 93,449 | 9,976 | 12.0% | $53.86万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $546.13万 | 2.10% | 205,466 | 19,585 | 10.5% | $52.06万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $996.47万 | 3.83% | 189,982 | 19,962 | 11.7% | $104.70万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,716.80万 | 6.60% | 358,188 | -8,545 | -2.3% | -$40.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,729.14万 | 6.65% | 470,386 | 17,152 | 3.8% | $63.05万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,329.05万 | 12.80% | 788,499 | 70,870 | 9.9% | $299.21万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,316.91万 | 20.45% | 1,565,178 | -26,809 | -1.7% | -$91.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 39.16% | 2,620,847 | 37,892 | 1.5% | $147.25万 | 加仓 |