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 |
|---|---|---|---|---|---|---|---|---|
| CHH | CHOICE HOTELS INTL INC | $442 | 0.00% | 4 | 4 | — | $442 | 新建仓 |
| FBK | FB FINL CORP | $443 | 0.00% | 8 | 5 | 166.7% | $277 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $444 | 0.00% | 6 | 2 | 50.0% | $148 | 加仓 |
| SHC | SOTERA HEALTH CO | $444 | 0.00% | 25 | 12 | 92.3% | $213 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $444 | 0.00% | 45 | 45 | — | $444 | 新建仓 |
| YETI | YETI HLDGS INC | $447 | 0.00% | 9 | 4 | 80.0% | $199 | 加仓 |
| GEF | GREIF INC | $447 | 0.00% | 6 | 4 | 200.0% | $298 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $450 | 0.00% | 13 | 7 | 116.7% | $242 | 加仓 |
| CVBF | CVB FINL CORP | $452 | 0.00% | 20 | 10 | 100.0% | $226 | 加仓 |
| PJT | PJT PARTNERS INC | $453 | 0.00% | 3 | 2 | 200.0% | $302 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $453 | 0.00% | 3 | 3 | — | $453 | 新建仓 |
| OLN | OLIN CORP | $456 | 0.00% | 23 | 10 | 76.9% | $198 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $457 | 0.00% | 4 | 2 | 100.0% | $228 | 加仓 |
| BGC | BGC GROUP INC | $460 | 0.00% | 43 | 20 | 87.0% | $214 | 加仓 |
| TRMK | TRUSTMARK CORP | $461 | 0.00% | 10 | 5 | 100.0% | $230 | 加仓 |
| BTU | PEABODY ENGR CORP | $463 | 0.00% | 20 | 4 | 25.0% | $93 | 加仓 |
| BANR | BANNER CORP | $466 | 0.00% | 7 | 5 | 250.0% | $333 | 加仓 |
| FUL | FULLER H B CO | $467 | 0.00% | 8 | 4 | 100.0% | $234 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $467 | 0.00% | 12 | 9 | 300.0% | $350 | 加仓 |
| GEF/B | GREIF INC | $468 | 0.00% | 5 | 3 | 150.0% | $281 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $468 | 0.00% | 5 | 5 | — | $468 | 新建仓 |
| MAT | MATTEL INC | $472 | 0.00% | 34 | 20 | 142.9% | $278 | 加仓 |
| RLI | RLI CORP | $473 | 0.00% | 8 | 4 | 100.0% | $236 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $474 | 0.00% | 11 | 4 | 57.1% | $172 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $475 | 0.00% | 8 | 1 | 14.3% | $59 | 加仓 |
| KWR | QUAKER HOUGHTON | $477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $478 | 0.00% | 6 | 4 | 200.0% | $319 | 加仓 |
| MRP | MILLROSE PPTYS INC | $481 | 0.00% | 16 | -1 | -5.9% | -$30 | 减仓 |
| AVNT | AVIENT CORPORATION | $481 | 0.00% | 13 | 7 | 116.7% | $259 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $484 | 0.00% | 6 | 4 | 200.0% | $323 | 加仓 |
| CAG | CONAGRA BRANDS INC | $485 | 0.00% | 36 | 10 | 38.5% | $135 | 加仓 |
| TRN | TRINITY INDS INC | $485 | 0.00% | 14 | 7 | 100.0% | $242 | 加仓 |
| WYNN | WYNN RESORTS LTD | $486 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $486 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $488 | 0.00% | 4 | 4 | — | $488 | 新建仓 |
| RDN | RADIAN GROUP INC | $490 | 0.00% | 13 | 5 | 62.5% | $188 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $490 | 0.00% | 4 | 3 | 300.0% | $368 | 加仓 |
| HP | HELMERICH & PAYNE INC | $492 | 0.00% | 15 | 7 | 87.5% | $230 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $493 | 0.00% | 46 | 24 | 109.1% | $257 | 加仓 |
| SLM | SLM CORP | $493 | 0.00% | 19 | 16 | 533.3% | $415 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $495 | 0.00% | 8 | 2 | 33.3% | $124 | 加仓 |
| VC | VISTEON CORP | $497 | 0.00% | 5 | 4 | 400.0% | $398 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $498 | 0.00% | 8 | 3 | 60.0% | $187 | 加仓 |
| KTB | KONTOOR BRANDS INC | $501 | 0.00% | 6 | 2 | 50.0% | $167 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $501 | 0.00% | 7 | 5 | 250.0% | $358 | 加仓 |
| JOE | ST JOE CO | $502 | 0.00% | 8 | 5 | 166.7% | $314 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $503 | 0.00% | 4 | 3 | 300.0% | $377 | 重新持有 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $509 | 0.00% | 38 | 19 | 100.0% | $254 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $509 | 0.00% | 6 | 4 | 200.0% | $339 | 加仓 |
| WLK | WESTLAKE CORPORATION | $511 | 0.00% | 7 | 1 | 16.7% | $73 | 加仓 |
| SLGN | SILGAN HLDGS INC | $511 | 0.00% | 11 | 1 | 10.0% | $46 | 加仓 |
| CYTK | CYTOKINETICS INC | $512 | 0.00% | 6 | 5 | 500.0% | $427 | 加仓 |
| VVV | VALVOLINE INC | $515 | 0.00% | 13 | 2 | 18.2% | $79 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $519 | 0.00% | 14 | 7 | 100.0% | $260 | 加仓 |
| IT | GARTNER INC | $519 | 0.00% | 4 | 4 | — | $519 | 新建仓 |
| ITRI | ITRON INC | $520 | 0.00% | 6 | 4 | 200.0% | $347 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $520 | 0.00% | 3 | 2 | 200.0% | $347 | 加仓 |
| TTEK | TETRA TECH INC NEW | $521 | 0.00% | 18 | 8 | 80.0% | $232 | 加仓 |
| BKH | BLACK HILLS CORP | $521 | 0.00% | 7 | 4 | 133.3% | $298 | 加仓 |
| NGVT | INGEVITY CORP | $523 | 0.00% | 7 | 5 | 250.0% | $374 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $524 | 0.00% | 8 | 5 | 166.7% | $328 | 加仓 |
| MC | MOELIS & CO | $524 | 0.00% | 8 | 6 | 300.0% | $393 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $527 | 0.00% | 15 | 6 | 66.7% | $211 | 加仓 |
| DDS | DILLARDS INC | $529 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $533 | 0.00% | 7 | 5 | 250.0% | $381 | 加仓 |
| — | ATKORE INC | $533 | 0.00% | 7 | 5 | 250.0% | $381 | 加仓 |
| TDW | TIDEWATER INC NEW | $534 | 0.00% | 8 | 4 | 100.0% | $267 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $536 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $536 | 0.00% | 9 | 5 | 125.0% | $298 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC | $536 | 0.00% | 7 | 5 | 250.0% | $383 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $537 | 0.00% | 6 | 1 | 20.0% | $90 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $537 | 0.00% | 8 | 4 | 100.0% | $268 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $540 | 0.00% | 14 | 5 | 55.6% | $193 | 加仓 |
| SR | SPIRE INC | $547 | 0.00% | 7 | 5 | 250.0% | $391 | 加仓 |
| PII | POLARIS INC | $548 | 0.00% | 8 | 6 | 300.0% | $411 | 加仓 |
| DRS | LEONARDO DRS INC | $555 | 0.00% | 13 | 4 | 44.4% | $171 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $557 | 0.00% | 5 | 3 | 150.0% | $334 | 重新持有 |
| YOU | CLEAR SECURE INC | $558 | 0.00% | 10 | 5 | 100.0% | $279 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $562 | 0.00% | 3 | -3 | -50.0% | -$562 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $562 | 0.00% | 13 | 6 | 85.7% | $259 | 加仓 |
| RBRK | RUBRIK INC. | $562 | 0.00% | 7 | 4 | 133.3% | $321 | 重新持有 |
| CALM | CAL MAINE FOODS INC | $564 | 0.00% | 7 | 3 | 75.0% | $242 | 加仓 |
| OII | OCEANEERING INTL INC | $568 | 0.00% | 14 | 7 | 100.0% | $284 | 加仓 |
| IOSP | INNOSPEC INC | $570 | 0.00% | 7 | 5 | 250.0% | $407 | 加仓 |
| MGEE | MGE ENERGY INC | $571 | 0.00% | 7 | 5 | 250.0% | $408 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $573 | 0.00% | 8 | 5 | 166.7% | $358 | 加仓 |
| NMIH | NMI HLDGS INC | $576 | 0.00% | 14 | 7 | 100.0% | $288 | 加仓 |
| OPLN | OPENLANE INC | $578 | 0.00% | 14 | 7 | 100.0% | $289 | 加仓 |
| AWR | AMER STATES WTR CO | $579 | 0.00% | 7 | 5 | 250.0% | $414 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $581 | 0.00% | 15 | 7 | 87.5% | $271 | 加仓 |
| VAL | VALARIS LTD | $581 | 0.00% | 8 | 3 | 60.0% | $218 | 加仓 |
| FULT | FULTON FINL CORP PA | $581 | 0.00% | 24 | 12 | 100.0% | $290 | 加仓 |
| TPC | TUTOR PERINI CORP | $581 | 0.00% | 7 | 4 | 133.3% | $332 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $582 | 0.00% | 6 | 3 | 100.0% | $291 | 加仓 |
| GNW | GENWORTH FINL INC | $588 | 0.00% | 62 | 31 | 100.0% | $294 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $588 | 0.00% | 24 | 20 | 500.0% | $490 | 加仓 |
| CPRT | COPART INC | $592 | 0.00% | 21 | 15 | 250.0% | $423 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $592 | 0.00% | 63 | 42 | 200.0% | $395 | 加仓 |
| MOS | MOSAIC CO | $594 | 0.00% | 28 | 9 | 47.4% | $191 | 加仓 |
| VIRT | VIRTU FINL INC | $596 | 0.00% | 10 | 5 | 100.0% | $298 | 加仓 |