13F 机构持仓

HFM Investment Advisors, LLC

GLASSBORO NJ · SEC CIK 0002067972

2026Q22026Q1 更早 9 个季度 🔒
$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
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 40.2%
DFAX 19.8%
DFCF 11.9%
DFNM 7.3%
DIMENSIONAL ET 7.0%
DFGX 3.6%
DFGR 2.0%
DFGP 1.8%
AOA 0.5%
VT 0.5%

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
CHH CHOICE HOTELS INTL INC $4420.00%4 4— $442 新建仓
FBK FB FINL CORP $4430.00%8 5166.7% $277 加仓
MTX MINERALS TECHNOLOGIES INC $4440.00%6 250.0% $148 加仓
SHC SOTERA HEALTH CO $4440.00%25 1292.3% $213 加仓
SKYD PARAMOUNT SKYDANCE CORP $4440.00%45 45— $444 新建仓
YETI YETI HLDGS INC $4470.00%9 480.0% $199 加仓
GEF GREIF INC $4470.00%6 4200.0% $298 加仓
FFIN FIRST FINL BANKSHARES INC $4500.00%13 7116.7% $242 加仓
CVBF CVB FINL CORP $4520.00%20 10100.0% $226 加仓
PJT PJT PARTNERS INC $4530.00%3 2200.0% $302 加仓
FDXF FEDEX FGHT HLDG CO INC $4530.00%3 3— $453 新建仓
OLN OLIN CORP $4560.00%23 1076.9% $198 加仓
LULU LULULEMON ATHLETICA INC $4570.00%4 2100.0% $228 加仓
BGC BGC GROUP INC $4600.00%43 2087.0% $214 加仓
TRMK TRUSTMARK CORP $4610.00%10 5100.0% $230 加仓
BTU PEABODY ENGR CORP $4630.00%20 425.0% $93 加仓
BANR BANNER CORP $4660.00%7 5250.0% $333 加仓
FUL FULLER H B CO $4670.00%8 4100.0% $234 加仓
FIS FIDELITY NATL INFORMATION SV $4670.00%12 9300.0% $350 加仓
GEF/B GREIF INC $4680.00%5 3150.0% $281 加仓
ITGR INTEGER HLDGS CORP $4680.00%5 5— $468 新建仓
MAT MATTEL INC $4720.00%34 20142.9% $278 加仓
RLI RLI CORP $4730.00%8 4100.0% $236 加仓
BIRK BIRKENSTOCK HOLDING PLC $4740.00%11 457.1% $172 加仓
FND FLOOR & DECOR HLDGS INC $4750.00%8 114.3% $59 加仓
KWR QUAKER HOUGHTON $4770.00%3 00.0% — 不变
CAKE CHEESECAKE FACTORY INC $4780.00%6 4200.0% $319 加仓
MRP MILLROSE PPTYS INC $4810.00%16 -1-5.9% -$30 减仓
AVNT AVIENT CORPORATION $4810.00%13 7116.7% $259 加仓
LOAR LOAR HOLDINGS INC $4840.00%6 4200.0% $323 加仓
CAG CONAGRA BRANDS INC $4850.00%36 1038.5% $135 加仓
TRN TRINITY INDS INC $4850.00%14 7100.0% $242 加仓
WYNN WYNN RESORTS LTD $4860.00%5 00.0% — 不变
SMTC SEMTECH CORP $4860.00%3 00.0% — 不变
NSIT INSIGHT ENTERPRISES INC $4880.00%4 4— $488 新建仓
RDN RADIAN GROUP INC $4900.00%13 562.5% $188 加仓
CPK CHESAPEAKE UTILS CORP $4900.00%4 3300.0% $368 加仓
HP HELMERICH & PAYNE INC $4920.00%15 787.5% $230 加仓
LFST LIFESTANCE HEALTH GROUP INC $4930.00%46 24109.1% $257 加仓
SLM SLM CORP $4930.00%19 16533.3% $415 加仓
COLM COLUMBIA SPORTSWEAR CO $4950.00%8 233.3% $124 加仓
VC VISTEON CORP $4970.00%5 4400.0% $398 加仓
AAP ADVANCE AUTO PARTS INC $4980.00%8 360.0% $187 加仓
KTB KONTOOR BRANDS INC $5010.00%6 250.0% $167 加仓
HHH HOWARD HUGHES HOLDINGS INC $5010.00%7 5250.0% $358 加仓
JOE ST JOE CO $5020.00%8 5166.7% $314 加仓
PAYC PAYCOM SOFTWARE INC $5030.00%4 3300.0% $377 重新持有
CWK CUSHMAN AND WAKEFIELD LTD $5090.00%38 19100.0% $254 加仓
SAH SONIC AUTOMOTIVE INC $5090.00%6 4200.0% $339 加仓
WLK WESTLAKE CORPORATION $5110.00%7 116.7% $73 加仓
SLGN SILGAN HLDGS INC $5110.00%11 110.0% $46 加仓
CYTK CYTOKINETICS INC $5120.00%6 5500.0% $427 加仓
VVV VALVOLINE INC $5150.00%13 218.2% $79 加仓
TDS TELEPHONE & DATA SYS INC $5190.00%14 7100.0% $260 加仓
IT GARTNER INC $5190.00%4 4— $519 新建仓
ITRI ITRON INC $5200.00%6 4200.0% $347 加仓
SPHR SPHERE ENTERTAINMENT CO $5200.00%3 2200.0% $347 加仓
TTEK TETRA TECH INC NEW $5210.00%18 880.0% $232 加仓
BKH BLACK HILLS CORP $5210.00%7 4133.3% $298 加仓
NGVT INGEVITY CORP $5230.00%7 5250.0% $374 加仓
UHAL U HAUL HOLDING COMPANY $5240.00%8 5166.7% $328 加仓
MC MOELIS & CO $5240.00%8 6300.0% $393 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $5270.00%15 666.7% $211 加仓
DDS DILLARDS INC $5290.00%1 00.0% — 不变
CNS COHEN & STEERS INC $5330.00%7 5250.0% $381 加仓
— ATKORE INC $5330.00%7 5250.0% $381 加仓
TDW TIDEWATER INC NEW $5340.00%8 4100.0% $267 加仓
KLIC KULICKE & SOFFA INDS INC $5360.00%4 00.0% — 不变
NTB BANK OF N T BUTTERFIELD & SO $5360.00%9 5125.0% $298 加仓
RUSHB RUSH ENTERPRISES INC $5360.00%7 5250.0% $383 加仓
BLDR BUILDERS FIRSTSOURCE INC $5370.00%6 120.0% $90 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $5370.00%8 4100.0% $268 加仓
FIBK FIRST INTST BANCSYSTEM INC $5400.00%14 555.6% $193 加仓
SR SPIRE INC $5470.00%7 5250.0% $391 加仓
PII POLARIS INC $5480.00%8 6300.0% $411 加仓
DRS LEONARDO DRS INC $5550.00%13 444.4% $171 加仓
ARES ARES MANAGEMENT CORPORATION $5570.00%5 3150.0% $334 重新持有
YOU CLEAR SECURE INC $5580.00%10 5100.0% $279 加仓
RVMD REVOLUTION MEDICINES INC $5620.00%3 -3-50.0% -$562 减仓
LW LAMB WESTON HLDGS INC $5620.00%13 685.7% $259 加仓
RBRK RUBRIK INC. $5620.00%7 4133.3% $321 重新持有
CALM CAL MAINE FOODS INC $5640.00%7 375.0% $242 加仓
OII OCEANEERING INTL INC $5680.00%14 7100.0% $284 加仓
IOSP INNOSPEC INC $5700.00%7 5250.0% $407 加仓
MGEE MGE ENERGY INC $5710.00%7 5250.0% $408 加仓
NWE NORTHWESTERN ENERGY GROUP IN $5730.00%8 5166.7% $358 加仓
NMIH NMI HLDGS INC $5760.00%14 7100.0% $288 加仓
OPLN OPENLANE INC $5780.00%14 7100.0% $289 加仓
AWR AMER STATES WTR CO $5790.00%7 5250.0% $414 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5810.00%15 787.5% $271 加仓
VAL VALARIS LTD $5810.00%8 360.0% $218 加仓
FULT FULTON FINL CORP PA $5810.00%24 12100.0% $290 加仓
TPC TUTOR PERINI CORP $5810.00%7 4133.3% $332 加仓
CWST CASELLA WASTE SYS INC $5820.00%6 3100.0% $291 加仓
GNW GENWORTH FINL INC $5880.00%62 31100.0% $294 加仓
HOG HARLEY DAVIDSON INC $5880.00%24 20500.0% $490 加仓
CPRT COPART INC $5920.00%21 15250.0% $423 加仓
CLF CLEVELAND-CLIFFS INC NEW $5920.00%63 42200.0% $395 加仓
MOS MOSAIC CO $5940.00%28 947.4% $191 加仓
VIRT VIRTU FINL INC $5960.00%10 5100.0% $298 加仓