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 |
|---|---|---|---|---|---|---|---|---|
| EXC | EXELON CORP | $14.34万 | 0.05% | 3,075 | -49 | -1.6% | -$2,284 | 减仓 |
| GOOGL | ALPHABET INC | $14.69万 | 0.05% | 411 | 54 | 15.1% | $1.93万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.21万 | 0.06% | 2,813 | 76 | 2.8% | $4,378 | 加仓 |
| LLY | ELI LILLY & CO | $16.42万 | 0.06% | 137 | 13 | 10.5% | $1.56万 | 加仓 |
| INTC | INTEL CORP | $16.78万 | 0.06% | 1,202 | 68 | 6.0% | $9,495 | 加仓 |
| PG | PROCTER & GAMBLE CO | $17.04万 | 0.06% | 1,162 | 42 | 3.8% | $6,159 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $18.12万 | 0.06% | 312 | 6 | 2.0% | $3,485 | 加仓 |
| AMZN | AMAZON COM INC | $20.50万 | 0.07% | 860 | 148 | 20.8% | $3.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $21.11万 | 0.07% | 566 | 168 | 42.2% | $6.27万 | 加仓 |
| GOOG | ALPHABET INC | $21.62万 | 0.08% | 612 | 43 | 7.6% | $1.52万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.11万 | 0.09% | 1,011 | -16 | -1.6% | -$3,974 | 减仓 |
| TSLA | TESLA INC | $35.33万 | 0.12% | 840 | 10 | 1.2% | $4,206 | 加仓 |
| AAPL | APPLE INC | $36.14万 | 0.13% | 1,249 | 227 | 22.2% | $6.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $40.18万 | 0.14% | 2,008 | 340 | 20.4% | $6.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.29万 | 0.17% | 1,682 | 12 | 0.7% | $3,374 | 加仓 |
| MMM | 3M CO | $56.15万 | 0.20% | 3,468 | 16 | 0.5% | $2,591 | 加仓 |
| AOR | ISHARES TR | $56.85万 | 0.20% | 8,181 | -3,097 | -27.5% | -$21.52万 | 减仓 |
| GEV | GE VERNOVA INC | $73.43万 | 0.26% | 625 | 4 | 0.6% | $4,699 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $80.00万 | 0.28% | 1,616 | 5 | 0.3% | $2,475 | 加仓 |
| GE | GE AEROSPACE | $93.25万 | 0.33% | 2,495 | 7 | 0.3% | $2,616 | 加仓 |
| CSCO | CISCO SYS INC | $128.49万 | 0.45% | 10,939 | 60 | 0.6% | $7,048 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $135.37万 | 0.47% | 5,331 | -225 | -4.0% | -$5.71万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $147.58万 | 0.52% | 9,404 | -2,228 | -19.2% | -$34.96万 | 减仓 |
| AOA | ISHARES TR | $147.64万 | 0.52% | 15,128 | -7,771 | -33.9% | -$75.84万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $516.01万 | 1.81% | 94,751 | 1,302 | 1.4% | $7.09万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $576.68万 | 2.02% | 199,061 | -6,405 | -3.1% | -$18.56万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,036.57万 | 3.63% | 193,410 | 3,428 | 1.8% | $18.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,999.12万 | 7.01% | 479,061 | 8,675 | 1.8% | $36.20万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,072.18万 | 7.27% | 428,712 | 70,524 | 19.7% | $340.88万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,405.18万 | 11.94% | 806,725 | 18,226 | 2.3% | $76.93万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,654.42万 | 19.83% | 1,534,860 | -30,318 | -1.9% | -$111.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.15亿 | 40.17% | 2,582,339 | -38,508 | -1.5% | -$170.82万 | 减仓 |