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
SIRI SIRIUSXM HOLDINGS INC $7690.00%26 19271.4% $562 加仓
SIG SIGNET JEWELERS LIMITED $7760.00%9 5125.0% $431 加仓
BANF BANCFIRST CORP $7780.00%7 5250.0% $556 加仓
SFBS SERVISFIRST BANCSHARES INC $7810.00%9 480.0% $347 加仓
CMG CHIPOTLE MEXICAN GRILL INC $7820.00%23 23— $782 新建仓
SGI SOMNIGROUP INTERNATIONAL INC $7840.00%10 5100.0% $392 加仓
ALK ALASKA AIR GROUP INC $7840.00%15 550.0% $261 加仓
IPAR INTERPARFUMS INC $7840.00%7 5250.0% $560 加仓
NJR NEW JERSEY RES CORP $7850.00%14 555.6% $280 加仓
OTIS OTIS WORLDWIDE CORP $7880.00%11 6120.0% $430 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $7890.00%13 685.7% $364 加仓
DAN DANA INC $7900.00%29 16123.1% $436 加仓
NEU NEWMARKET CORP $7920.00%1 -1-50.0% -$792 重新持有
UNF UNIFIRST CORP MASS $7940.00%3 150.0% $265 加仓
POST POST HLDGS INC $7950.00%9 5125.0% $442 加仓
ISRG INTUITIVE SURGICAL INC $7960.00%2 -35-94.6% -$1.39万 减仓
CGNX COGNEX CORP $7970.00%11 9450.0% $652 加仓
TW TRADEWEB MKTS INC $7980.00%8 360.0% $299 加仓
SWX SOUTHWEST GAS HLDGS INC $7990.00%9 5125.0% $444 加仓
HOMB HOME BANCSHARES INC $8000.00%28 1275.0% $343 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $8010.00%7 4133.3% $458 加仓
GNTX GENTEX CORP $8090.00%32 20166.7% $506 加仓
HCC WARRIOR MET COAL INC $8120.00%10 466.7% $325 加仓
LBRT LIBERTY ENERGY INC $8120.00%31 17121.4% $445 加仓
NOVT NOVANTA INC $8120.00%5 3150.0% $487 加仓
HQY HEALTHEQUITY INC $8130.00%9 5125.0% $452 加仓
WFRD WEATHERFORD INTL PLC $8150.00%10 466.7% $326 加仓
UFPI UFP INDUSTRIES INC $8170.00%9 480.0% $363 加仓
CBT CABOT CORP $8180.00%9 480.0% $364 加仓
BRC BRADY CORP $8250.00%9 5125.0% $458 加仓
U UNITY SOFTWARE INC $8290.00%29 22314.3% $629 加仓
IBOC INTERNATIONAL BANCSHARES COR $8360.00%11 6120.0% $456 加仓
IP INTERNATIONAL PAPER CO $8390.00%22 529.4% $191 加仓
ALKS ALKERMES PLC $8390.00%16 9128.6% $472 加仓
WTRG ESSENTIAL UTILS INC $8430.00%22 1083.3% $383 加仓
INSW INTERNATIONAL SEAWAYS INC $8430.00%11 583.3% $383 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $8480.00%17 541.7% $249 加仓
MGRC MCGRATH RENTCORP $8480.00%7 5250.0% $606 加仓
BF/B BROWN FORMAN CORP $8530.00%32 21190.9% $560 加仓
FELE FRANKLIN ELEC INC $8580.00%8 5166.7% $536 加仓
POOL POOL CORP $8600.00%4 3300.0% $645 重新持有
SXT SENSIENT TECHNOLOGIES CORP $8640.00%7 5250.0% $617 加仓
PBF PBF ENERGY INC $8650.00%19 11137.5% $501 加仓
LPX LOUISIANA PAC CORP $8660.00%11 457.1% $315 加仓
BFH BREAD FINANCIAL HOLDINGS INC $8670.00%8 5166.7% $542 加仓
SIGI SELECTIVE INS GROUP INC $8740.00%9 6200.0% $583 加仓
OGE OGE ENERGY CORP $8760.00%18 880.0% $389 加仓
RUSHA RUSH ENTERPRISES INC $8760.00%12 6100.0% $438 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $8790.00%16 660.0% $330 加仓
MUR MURPHY OIL CORP $8800.00%27 14107.7% $456 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $8870.00%42 21100.0% $444 加仓
CAR AVIS BUDGET GROUP INC $8870.00%6 4200.0% $591 加仓
SOLS SOLSTICE ADVANCED MATLS INC $8870.00%10 7233.3% $621 加仓
ESAB ESAB CORPORATION $8880.00%9 6200.0% $592 加仓
LNTH LANTHEUS HLDGS INC $8880.00%8 7700.0% $777 加仓
ACI ALBERTSONS COMPANIES INC $8930.00%66 43187.0% $582 加仓
SKYW SKYWEST INC $8940.00%9 7350.0% $695 加仓
AROC ARCHROCK INC $8960.00%22 11100.0% $448 加仓
BRKR BRUKER CORP $9030.00%15 12400.0% $722 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $9040.00%3 2200.0% $603 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $9070.00%13 8160.0% $558 加仓
CHRD CHORD ENERGY CORPORATION $9150.00%8 6300.0% $686 加仓
UBSI UNITED BANKSHARES INC WEST V $9170.00%20 981.8% $413 加仓
— WEBSTER FINL CORP $9180.00%12 00.0% — 不变
KKR KKR & CO INC $9180.00%10 8400.0% $734 加仓
TECH BIO-TECHNE CORP $9190.00%13 444.4% $283 加仓
PNR PENTAIR PLC $9200.00%12 450.0% $307 加仓
FDS FACTSET RESH SYS INC $9210.00%4 4— $921 新建仓
AXTA AXALTA COATING SYS LTD $9240.00%27 15125.0% $513 加仓
BC BRUNSWICK CORP $9270.00%11 457.1% $337 加仓
TCBI TEXAS CAP BANCSHARES INC $9300.00%9 5125.0% $517 加仓
— TAYLOR MORRISON HOME CORP $9330.00%13 218.2% $144 加仓
HLI HOULIHAN LOKEY INC $9390.00%7 4133.3% $537 加仓
IPGP IPG PHOTONICS CORP $9390.00%8 5166.7% $587 加仓
LAUR LAUREATE ED INC $9450.00%26 1285.7% $436 加仓
PB PROSPERITY BANCSHARES INC $9500.00%13 685.7% $438 加仓
MSM MSC INDL DIRECT INC $9520.00%8 5166.7% $595 加仓
MTN VAIL RESORTS INC $9540.00%7 5250.0% $681 加仓
DORM DORMAN PRODS INC $9560.00%7 4133.3% $546 加仓
BDC BELDEN INC $9600.00%8 5166.7% $600 加仓
SCHA SCHWAB STRATEGIC TR $9620.00%27 00.0% — 不变
CDE COEUR MNG INC $9630.00%59 2468.6% $392 加仓
ENVA ENOVA INTL INC $9630.00%4 3300.0% $722 加仓
JKHY HENRY JACK & ASSOC INC $9650.00%7 240.0% $276 加仓
CROX CROCS INC $9660.00%8 5166.7% $604 加仓
AX AXOS FINANCIAL INC $9740.00%10 5100.0% $487 加仓
TAP MOLSON COORS BEVERAGE CO $9740.00%25 17212.5% $662 加仓
MANH MANHATTAN ASSOCIATES INC $9750.00%7 5250.0% $696 加仓
KGS KODIAK GAS SVCS INC $9770.00%13 9225.0% $676 重新持有
GGG GRACO INC $9830.00%13 444.4% $302 加仓
DIOD DIODES INC $9850.00%9 6200.0% $657 加仓
WEX WEX INC $9880.00%7 5250.0% $706 加仓
OZK BANK OZK LITTLE ROCK ARK $9900.00%19 872.7% $417 加仓
PRIM PRIMORIS SVCS CORP $9920.00%10 6150.0% $595 加仓
ABCB AMERIS BANCORP $9930.00%11 6120.0% $542 加仓
SAIC SCIENCE APPLICATIONS INTL CO $9940.00%9 350.0% $331 加仓
FHI FEDERATED HERMES INC $9940.00%18 9100.0% $497 加仓
SYNA SYNAPTICS INC $9940.00%8 4100.0% $497 加仓
CART MAPLEBEAR INC $9950.00%21 11110.0% $521 加仓
CVSA COVISTA INC $9980.00%8 6300.0% $748 加仓