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
CGNX COGNEX CORP $980.00%2 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $990.00%1 1— $99 新建仓
HRI HERC HLDGS INC $1000.00%1 00.0% — 不变
SHOO MADDEN STEVEN LTD $1020.00%3 -3-50.0% -$102 减仓
CARG CARGURUS INC $1020.00%3 -1-25.0% -$34 减仓
— SUPERNUS PHARMACEUTICALS $1030.00%2 00.0% — 不变
WOR WORTHINGTON ENTERPRISES INC $1040.00%2 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $1040.00%4 4— $104 新建仓
FTDR FRONTDOOR INC $1060.00%2 00.0% — 不变
TBBK BANCORP INC DEL $1070.00%2 -1-33.3% -$54 减仓
BRKR BRUKER CORP $1080.00%3 -4-57.1% -$144 减仓
PII POLARIS INC $1090.00%2 -2-50.0% -$109 减仓
CAKE CHEESECAKE FACTORY INC $1100.00%2 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW $1110.00%6 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $1120.00%9 00.0% — 不变
RNG RINGCENTRAL INC $1120.00%3 00.0% — 不变
MC MOELIS & CO $1140.00%2 -2-50.0% -$114 减仓
CCS CENTURY COMMUNITIES INC $1150.00%2 -1-33.3% -$58 减仓
LOAR LOAR HOLDINGS INC $1150.00%2 00.0% — 不变
TXNM TXNM ENERGY INC $1170.00%2 00.0% — 不变
HTO H2O AMERICA $1170.00%2 00.0% — 不变
SPHR SPHERE ENTERTAINMENT CO $1170.00%1 1— $117 新建仓
— ATKORE INC $1180.00%2 00.0% — 不变
CWEN CLEARWAY ENERGY INC $1180.00%3 00.0% — 不变
DLB DOLBY LABORATORIES INC $1200.00%2 -2-50.0% -$120 减仓
AVA AVISTA CORP $1200.00%3 00.0% — 不变
BANR BANNER CORP $1210.00%2 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $1210.00%4 00.0% — 不变
CNS COHEN & STEERS INC $1250.00%2 1100.0% $62 加仓
BSX BOSTON SCIENTIFIC CORP $1260.00%2 -15-88.2% -$945 减仓
CPK CHESAPEAKE UTILS CORP $1260.00%1 00.0% — 不变
HHH HOWARD HUGHES HOLDINGS INC $1270.00%2 00.0% — 不变
TR TOOTSIE ROLL INDS INC $1280.00%3 00.0% — 不变
ICUI ICU MED INC $1290.00%1 -1-50.0% -$129 减仓
LBTYK LIBERTY GLOBAL LTD $1290.00%11 00.0% — 不变
RUSHB RUSH ENTERPRISES INC $1290.00%2 00.0% — 不变
CENTA CENTRAL GARDEN & PET CO $1300.00%4 00.0% — 不变
EXPO EXPONENT INC $1310.00%2 -1-33.3% -$66 减仓
GEN GEN DIGITAL INC $1320.00%7 -29-80.6% -$547 减仓
GEF GREIF INC $1340.00%2 00.0% — 不变
EPAM EPAM SYS INC $1350.00%1 00.0% — 不变
TOWN TOWNEBANK PORTSMOUTH VA $1350.00%4 00.0% — 不变
FIZZ NATIONAL BEVERAGE CORP $1350.00%4 2100.0% $68 加仓
RDDT REDDIT INC $1350.00%1 1— $135 新建仓
ENVA ENOVA INTL INC $1360.00%1 00.0% — 不变
SAH SONIC AUTOMOTIVE INC $1370.00%2 00.0% — 不变
MZTI MARZETTI COMPANY $1380.00%1 -1-50.0% -$138 减仓
PJT PJT PARTNERS INC $1400.00%1 -1-50.0% -$140 减仓
BSY BENTLEY SYS INC $1400.00%4 -1-20.0% -$35 减仓
LFST LIFESTANCE HEALTH GROUP INC $1400.00%22 00.0% — 不变
ZS ZSCALER INC $1400.00%1 -1-50.0% -$140 重新持有
FIS FIDELITY NATL INFORMATION SV $1410.00%3 -10-76.9% -$470 减仓
CELH CELSIUS HLDGS INC $1420.00%4 00.0% — 不变
NGVT INGEVITY CORP $1420.00%2 00.0% — 不变
UHAL U HAUL HOLDING COMPANY $1430.00%3 150.0% $48 重新持有
GFF GRIFFON CORP $1450.00%2 00.0% — 不变
IOSP INNOSPEC INC $1460.00%2 1100.0% $73 加仓
KBR KBR INC $1470.00%4 133.3% $37 加仓
PLNT PLANET FITNESS MASTER ISSUER $1490.00%2 -3-60.0% -$224 减仓
BBWI BATH & BODY WORKS INC $1490.00%8 -1-11.1% -$19 重新持有
ETSY ETSY INC $1500.00%3 -1-25.0% -$50 减仓
BKE BUCKLE INC $1510.00%3 00.0% — 不变
AWR AMER STATES WTR CO $1510.00%2 00.0% — 不变
BILL BILL HOLDINGS INC $1530.00%4 -1-20.0% -$38 减仓
WMG WARNER MUSIC GROUP CORP $1530.00%6 00.0% — 不变
U UNITY SOFTWARE INC $1540.00%7 -7-50.0% -$154 减仓
ABM ABM INDS INC $1540.00%4 133.3% $38 加仓
HWKN HAWKINS INC $1540.00%1 1— $154 新建仓
MGEE MGE ENERGY INC $1550.00%2 00.0% — 不变
TFSL TFS FINL CORP $1550.00%11 00.0% — 不变
ACAD ACADIA PHARMACEUTICALS INC $1560.00%7 00.0% — 不变
FBK FB FINL CORP $1560.00%3 00.0% — 不变
WAFD WAFD INC $1570.00%5 00.0% — 不变
LSTR LANDSTAR SYS INC $1600.00%1 1— $160 新建仓
HAYW HAYWARD HLDGS INC $1610.00%12 00.0% — 不变
PACS PACS GROUP INC $1610.00%5 5— $161 新建仓
VICR VICOR CORP $1610.00%1 1— $161 新建仓
SIRI SIRIUSXM HOLDINGS INC $1620.00%7 7— $162 新建仓
PRK PARK NATL CORP $1630.00%1 00.0% — 不变
INSM INSMED INC $1640.00%1 -40-97.6% -$6,560 减仓
ACIW ACI WORLDWIDE INC $1640.00%4 -3-42.9% -$123 减仓
CNO CNO FINL GROUP INC $1640.00%4 00.0% — 不变
GTX GARRETT MOTION INC $1640.00%9 00.0% — 不变
ALG ALAMO GROUP INC $1650.00%1 -1-50.0% -$165 重新持有
STRA STRATEGIC ED INC $1660.00%2 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS IN $1670.00%10 -4-28.6% -$67 减仓
KYMR KYMERA THERAPEUTICS INC $1670.00%2 00.0% — 不变
FFBC 1ST FINL BANCORP $1670.00%6 00.0% — 不变
ASH ASHLAND INC $1670.00%3 2200.0% $111 加仓
RDNT RADNET INC $1680.00%3 00.0% — 不变
LAZ LAZARD INC $1700.00%4 -2-33.3% -$85 减仓
ULS UL SOLUTIONS INC $1710.00%2 00.0% — 不变
SXT SENSIENT TECHNOLOGIES CORP $1730.00%2 -2-50.0% -$173 减仓
LEU CENTRUS ENERGY CORP $1740.00%1 00.0% — 不变
SFNC SIMMONS FIRST NATL CORP $1750.00%9 00.0% — 不变
GEF/B GREIF INC $1750.00%2 1100.0% $88 重新持有
OTTR OTTER TAIL CORP $1760.00%2 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $1770.00%21 -9-30.0% -$76 减仓
FFIN FIRST FINL BANKSHARES INC $1770.00%6 -3-33.3% -$88 减仓
ITRI ITRON INC $1790.00%2 00.0% — 不变