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 |
|---|---|---|---|---|---|---|---|---|
| GPN | GLOBAL PMTS INC | $337 | 0.00% | 5 | -2 | -28.6% | -$135 | 减仓 |
| MP | MP MATERIALS CORP | $338 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $339 | 0.00% | 4 | -3 | -42.9% | -$254 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $339 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $339 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $339 | 0.00% | 16 | 4 | 33.3% | $85 | 加仓 |
| LOPE | GRAND CANYON ED INC | $340 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $341 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $342 | 0.00% | 2 | -12 | -85.7% | -$2,052 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $343 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $343 | 0.00% | 2 | 2 | — | $343 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $344 | 0.00% | 8 | -5 | -38.5% | -$215 | 减仓 |
| BDC | BELDEN INC | $344 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $344 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $345 | 0.00% | 4 | 1 | 33.3% | $86 | 加仓 |
| CNM | CORE & MAIN INC | $346 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $348 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $350 | 0.00% | 4 | -1 | -20.0% | -$88 | 减仓 |
| VEEV | VEEVA SYS INC | $351 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $352 | 0.00% | 12 | -1 | -7.7% | -$29 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $354 | 0.00% | 1 | -2 | -66.7% | -$708 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $356 | 0.00% | 8 | 2 | 33.3% | $89 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $356 | 0.00% | 7 | 5 | 250.0% | $254 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $359 | 0.00% | 1 | -8 | -88.9% | -$2,872 | 减仓 |
| KBH | KB HOME | $362 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $364 | 0.00% | 5 | 2 | 66.7% | $146 | 加仓 |
| WSO | WATSCO INC | $364 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| ALK | ALASKA AIR GROUP INC | $368 | 0.00% | 10 | 5 | 100.0% | $184 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $369 | 0.00% | 14 | 9 | 180.0% | $237 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $370 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $370 | 0.00% | 11 | 5 | 83.3% | $168 | 加仓 |
| KWR | QUAKER HOUGHTON | $373 | 0.00% | 3 | 2 | 200.0% | $249 | 加仓 |
| — | TRI POINTE HOMES INC | $374 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $375 | 0.00% | 7 | 2 | 40.0% | $107 | 加仓 |
| CART | MAPLEBEAR INC | $375 | 0.00% | 10 | 3 | 42.9% | $112 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $376 | 0.00% | 4 | -1 | -20.0% | -$94 | 减仓 |
| CBT | CABOT CORP | $377 | 0.00% | 5 | 3 | 150.0% | $226 | 加仓 |
| KFY | KORN FERRY | $378 | 0.00% | 6 | 2 | 50.0% | $126 | 加仓 |
| MTDR | MATADOR RES CO | $379 | 0.00% | 6 | -3 | -33.3% | -$190 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $380 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $381 | 0.00% | 8 | -4 | -33.3% | -$190 | 减仓 |
| AROC | ARCHROCK INC | $383 | 0.00% | 11 | -2 | -15.4% | -$70 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $385 | 0.00% | 5 | -4 | -44.4% | -$308 | 减仓 |
| MMS | MAXIMUS INC | $385 | 0.00% | 6 | 2 | 50.0% | $128 | 加仓 |
| RKLB | ROCKET LAB CORP | $385 | 0.00% | 6 | 2 | 50.0% | $128 | 加仓 |
| RIG | TRANSOCEAN LTD | $385 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $386 | 0.00% | 13 | 10 | 333.3% | $297 | 加仓 |
| — | QORVO INC | $387 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $387 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $388 | 0.00% | 10 | 5 | 100.0% | $194 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $389 | 0.00% | 56 | 17 | 43.6% | $118 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $390 | 0.00% | 10 | 4 | 66.7% | $156 | 加仓 |
| ABCB | AMERIS BANCORP | $390 | 0.00% | 5 | 1 | 25.0% | $78 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $390 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COS INC | $392 | 0.00% | 23 | -5 | -17.9% | -$85 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $393 | 0.00% | 21 | 4 | 23.5% | $75 | 加仓 |
| MHK | MOHAWK INDS INC | $394 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $395 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $397 | 0.00% | 6 | -1 | -14.3% | -$66 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $399 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $400 | 0.00% | 2 | -18 | -90.0% | -$3,600 | 减仓 |
| DRS | LEONARDO DRS INC | $401 | 0.00% | 9 | 3 | 50.0% | $134 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $403 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $403 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $404 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $404 | 0.00% | 15 | 4 | 36.4% | $108 | 加仓 |
| HXL | HEXCEL CORP NEW | $405 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $405 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $406 | 0.00% | 5 | 2 | 66.7% | $162 | 加仓 |
| BE | BLOOM ENERGY CORP | $406 | 0.00% | 3 | 1 | 50.0% | $135 | 加仓 |
| MRNA | MODERNA INC | $406 | 0.00% | 8 | 7 | 700.0% | $355 | 加仓 |
| VFC | V F CORP | $408 | 0.00% | 24 | 7 | 41.2% | $119 | 加仓 |
| WDFC | WD 40 CO | $408 | 0.00% | 2 | 1 | 100.0% | $204 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $409 | 0.00% | 26 | 18 | 225.0% | $283 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $412 | 0.00% | 5 | -1 | -16.7% | -$82 | 减仓 |
| VSAT | VIASAT INC | $412 | 0.00% | 9 | 3 | 50.0% | $137 | 加仓 |
| NET | CLOUDFLARE INC | $413 | 0.00% | 2 | -55 | -96.5% | -$1.14万 | 减仓 |
| AAON | AAON INC | $414 | 0.00% | 5 | 3 | 150.0% | $248 | 加仓 |
| TRU | TRANSUNION | $415 | 0.00% | 6 | -4 | -40.0% | -$277 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $415 | 0.00% | 7 | 4 | 133.3% | $237 | 加仓 |
| DOW | DOW HLDGS INC | $417 | 0.00% | 10 | 10 | — | $417 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $419 | 0.00% | 7 | 2 | 40.0% | $120 | 加仓 |
| HEI/A | HEICO CORP NEW | $422 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $423 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $423 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $425 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $425 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $426 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $427 | 0.00% | 3 | -2 | -40.0% | -$285 | 减仓 |
| EAT | BRINKER INTL INC | $428 | 0.00% | 3 | 1 | 50.0% | $143 | 加仓 |
| IDA | IDACORP INC | $429 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $430 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $431 | 0.00% | 3 | -10 | -76.9% | -$1,437 | 减仓 |
| HOMB | HOME BANCSHARES INC | $431 | 0.00% | 16 | 2 | 14.3% | $54 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $431 | 0.00% | 5 | 5 | — | $431 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $433 | 0.00% | 2 | -3 | -60.0% | -$650 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $433 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $437 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $437 | 0.00% | 6 | 1 | 20.0% | $73 | 加仓 |
| RVTY | REVVITY INC | $438 | 0.00% | 5 | -2 | -28.6% | -$175 | 减仓 |