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
EXP EAGLE MATLS INC $5680.00%3 00.0% — 不变
URBN URBAN OUTFITTERS INC $5700.00%9 228.6% $127 加仓
SAIC SCIENCE APPLICATIONS INTL CO $5700.00%6 250.0% $190 加仓
COO COOPER COS INC $5720.00%8 -2-20.0% -$143 减仓
DDS DILLARDS INC $5720.00%1 00.0% — 不变
PRIM PRIMORIS SVCS CORP $5720.00%4 00.0% — 不变
CRUS CIRRUS LOGIC INC $5780.00%4 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $5800.00%6 -15-71.4% -$1,450 减仓
ESI ELEMENT SOLUTIONS INC $5800.00%17 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $5810.00%2 00.0% — 不变
FORM FORMFACTOR INC $5820.00%6 250.0% $194 加仓
FOXA FOX CORP $5840.00%10 -3-23.1% -$175 减仓
ESNT ESSENT GROUP LTD $5840.00%10 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $5840.00%6 00.0% — 不变
KAI KADANT INC $5850.00%2 2— $585 新建仓
GNRC GENERAC HLDGS INC $5860.00%3 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $5870.00%39 38.3% $45 加仓
FLS FLOWSERVE CORP $5880.00%8 00.0% — 不变
TW TRADEWEB MKTS INC $5880.00%5 3150.0% $353 加仓
BJ BJS WHSL CLUB HLDGS INC $5910.00%6 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $5930.00%3 150.0% $198 加仓
DCI DONALDSON INC $5940.00%7 00.0% — 不变
DKS DICKS SPORTING GOODS INC $5950.00%3 00.0% — 不变
RPM RPM INTL INC $5960.00%6 -1-14.3% -$99 减仓
XYL XYLEM INC $5980.00%5 -2-28.6% -$239 减仓
PAG PENSKE AUTOMOTIVE GRP INC $5980.00%4 00.0% — 不变
DECK DECKERS OUTDOOR CORP $6010.00%6 5500.0% $501 加仓
LEA LEAR CORP $6050.00%5 00.0% — 不变
PNW PINNACLE WEST CAP CORP $6050.00%6 00.0% — 不变
ENSG ENSIGN GROUP INC $6050.00%3 00.0% — 不变
KDP KEURIG DR PEPPER INC $6060.00%23 -1-4.2% -$26 减仓
IP INTERNATIONAL PAPER CO $6070.00%17 -74-81.3% -$2,642 减仓
AXS AXIS CAP HLDGS LTD $6080.00%6 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $6100.00%3 -1-25.0% -$203 减仓
VOYA VOYA FINANCIAL INC $6150.00%9 00.0% — 不变
ONTO ONTO INNOVATION INC $6150.00%3 00.0% — 不变
ILMN ILLUMINA INC $6160.00%5 125.0% $123 加仓
DAR DARLING INGREDIENTS INC $6190.00%10 00.0% — 不变
KVUE KENVUE INC $6210.00%36 516.1% $86 加仓
SBUX STARBUCKS CORP $6270.00%7 -36-83.7% -$3,225 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $6270.00%3 150.0% $209 加仓
CG CARLYLE GROUP INC $6290.00%13 -2-13.3% -$97 减仓
ATR APTARGROUP INC $6300.00%5 00.0% — 不变
ABNB AIRBNB INC $6310.00%5 00.0% — 不变
PCG PG&E CORP $6330.00%36 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $6340.00%11 00.0% — 不变
SNDK SANDISK CORP $6350.00%1 1— $635 新建仓
FOX FOX CORP $6370.00%12 -1-7.7% -$53 减仓
NE NOBLE CORP PLC $6380.00%13 562.5% $245 加仓
BOKF BOK FINL CORP $6400.00%5 00.0% — 不变
— TAYLOR MORRISON HOME CORP $6410.00%11 222.2% $117 加仓
AEIS ADVANCED ENERGY INDS $6450.00%2 -9-81.8% -$2,902 减仓
PAYX PAYCHEX INC $6450.00%7 240.0% $184 加仓
OC OWENS CORNING NEW $6490.00%6 3100.0% $324 加仓
MOD MODINE MFG CO $6500.00%3 00.0% — 不变
EG EVEREST GROUP LTD $6540.00%2 -1-33.3% -$327 减仓
MATX MATSON INC $6560.00%4 -1-20.0% -$164 减仓
CDE COEUR MNG INC $6570.00%35 1040.0% $188 加仓
DELL DELL TECHNOLOGIES INC $6570.00%4 2100.0% $328 加仓
NBIX NEUROCRINE BIOSCIENCES INC $6590.00%5 00.0% — 不变
EIX EDISON INTL $6590.00%9 00.0% — 不变
HSIC SCHEIN HENRY INC $6630.00%9 112.5% $74 加仓
MAS MASCO CORP $6640.00%11 222.2% $121 加仓
KEX KIRBY CORP $6640.00%5 266.7% $266 加仓
BBIO BRIDGEBIO PHARMA INC $6680.00%9 00.0% — 不变
— JANUS HENDERSON GROUP PLC $6680.00%13 00.0% — 不变
SJM SMUCKER J M CO $6750.00%7 00.0% — 不变
LFUS LITTELFUSE INC $6790.00%2 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $6800.00%8 -2-20.0% -$170 减仓
TSCO TRACTOR SUPPLY CO $6800.00%15 -2-11.8% -$91 减仓
AWK AMERICAN WTR WKS CO INC NEW $6800.00%5 125.0% $136 加仓
CNH CNH INDL N V $6820.00%62 00.0% — 不变
MTG MGIC INVT CORP WIS $6830.00%26 -1-3.7% -$26 减仓
CFR CULLEN FROST BANKERS INC $6850.00%5 00.0% — 不变
CNX CNX RES CORP $6940.00%18 320.0% $116 加仓
OMF ONEMAIN HLDGS INC $6950.00%13 218.2% $107 加仓
WTFC WINTRUST FINL CORP $6950.00%5 00.0% — 不变
AGCO AGCO CORP $6950.00%6 00.0% — 不变
PNR PENTAIR PLC $6970.00%8 -3-27.3% -$261 减仓
CMS CMS ENERGY CORP $6980.00%9 112.5% $78 加仓
NI NISOURCE INC $7000.00%15 00.0% — 不变
WLK WESTLAKE CORPORATION $7010.00%6 5500.0% $584 加仓
GAP GAP INC $7020.00%29 416.0% $97 加仓
SAIA SAIA INC $7030.00%2 00.0% — 不变
ENTG ENTEGRIS INC $7030.00%6 120.0% $117 加仓
FHN FIRST HORIZON CORPORATION $7060.00%31 00.0% — 不变
VLTO VERALTO CORP $7070.00%8 -1-11.1% -$88 减仓
BEN FRANKLIN RESOURCES INC $7090.00%30 -2-6.2% -$47 减仓
UHS UNIVERSAL HLTH SVCS INC $7160.00%4 -1-20.0% -$179 减仓
ARW ARROW ELECTRS INC $7170.00%5 00.0% — 不变
IR INGERSOLL RAND INC $7210.00%9 112.5% $80 加仓
NXST NEXSTAR MEDIA GROUP INC $7230.00%4 00.0% — 不变
ARMK ARAMARK $7300.00%18 212.5% $81 加仓
DTE DTE ENERGY CO $7310.00%5 125.0% $146 加仓
OSK OSHKOSH CORP $7360.00%5 00.0% — 不变
ALV AUTOLIV INC $7360.00%7 240.0% $210 加仓
ANET ARISTA NETWORKS INC $7370.00%6 -14-70.0% -$1,720 减仓
EVRG EVERGY INC $7370.00%9 00.0% — 不变
GPC GENUINE PARTS CO $7400.00%7 -2-22.2% -$211 减仓
JXN JACKSON FINANCIAL INC $7400.00%7 116.7% $106 加仓