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
DASH DOORDASH INC $1,2920.00%7 -22-75.9% -$4,061 重新持有
PCG PG&E CORP $1,2960.00%77 41113.9% $690 加仓
CMS CMS ENERGY CORP $1,3010.00%17 888.9% $612 加仓
Q QNITY ELECTRONICS INC $1,3070.00%8 6300.0% $980 加仓
PNFP PINNACLE FINL PARTNERS INC $1,3120.00%13 8160.0% $807 加仓
EHC ENCOMPASS HEALTH CORP $1,3150.00%13 7116.7% $708 加仓
COLB COLUMBIA BKG SYS INC $1,3150.00%41 21105.0% $674 加仓
AWK AMERICAN WTR WKS CO INC NEW $1,3160.00%10 5100.0% $658 加仓
ACLS AXCELIS TECHNOLOGIES INC $1,3270.00%7 5250.0% $948 加仓
RMBS RAMBUS INC DEL $1,3280.00%10 5100.0% $664 加仓
JXN JACKSON FINANCIAL INC $1,3320.00%13 685.7% $615 加仓
CRUS CIRRUS LOGIC INC $1,3370.00%9 5125.0% $743 加仓
UHS UNIVERSAL HLTH SVCS INC $1,3390.00%9 5125.0% $744 加仓
JEF JEFFERIES FINANCIAL GROUP IN $1,3500.00%27 22440.0% $1,100 加仓
TXRH TEXAS ROADHOUSE INC $1,3530.00%7 240.0% $387 加仓
MTG MGIC INVT CORP WIS $1,3540.00%48 2284.6% $621 加仓
RMD RESMED INC $1,3650.00%7 375.0% $585 加仓
TRU TRANSUNION $1,3710.00%19 13216.7% $938 加仓
LNT ALLIANT ENERGY CORP $1,3740.00%18 763.6% $534 加仓
MIDD MIDDLEBY CORP $1,3770.00%8 4100.0% $688 加仓
NI NISOURCE INC $1,3790.00%29 1493.3% $666 加仓
GPN GLOBAL PMTS INC $1,3790.00%19 14280.0% $1,016 加仓
J JACOBS SOLUTIONS INC $1,3860.00%11 583.3% $630 加仓
CFR CULLEN FROST BANKERS INC $1,3910.00%9 480.0% $618 加仓
DUK DUKE ENERGY CORP NEW $1,3930.00%11 457.1% $507 加仓
ALV AUTOLIV INC $1,3950.00%12 571.4% $581 加仓
AXS AXIS CAP HLDGS LTD $1,3970.00%13 7116.7% $752 加仓
MRNA MODERNA INC $1,4010.00%20 12150.0% $841 加仓
ALLE ALLEGION PLC $1,4050.00%10 342.9% $422 加仓
HAS HASBRO INC $1,4050.00%17 888.9% $661 加仓
CNP CENTERPOINT ENERGY INC $1,4100.00%32 1260.0% $529 加仓
DOCN DIGITALOCEAN HLDGS INC $1,4140.00%9 5125.0% $786 加仓
EIX EDISON INTL $1,4150.00%19 10111.1% $745 加仓
FNF FIDELITY NATL FINL INC $1,4150.00%30 18150.0% $849 加仓
GATX GATX CORP $1,4180.00%8 5166.7% $886 加仓
ROL ROLLINS INC $1,4200.00%34 1688.9% $668 加仓
LYB LYONDELLBASELL INDUSTRIES NV $1,4220.00%27 20285.7% $1,053 加仓
DOW DOW HLDGS INC $1,4230.00%52 42420.0% $1,149 加仓
TSN TYSON FOODS INC $1,4320.00%25 1178.6% $630 加仓
ADBE ADOBE INC $1,4360.00%7 -25-78.1% -$5,129 减仓
— ELECTRONIC ARTS INC $1,4360.00%7 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1,4410.00%83 44112.8% $764 加仓
LSTR LANDSTAR SYS INC $1,4480.00%7 6600.0% $1,241 加仓
EXE EXPAND ENERGY CORPORATION $1,4600.00%16 660.0% $548 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $1,4610.00%18 880.0% $649 加仓
OMF ONEMAIN HLDGS INC $1,4640.00%24 1184.6% $671 加仓
MAS MASCO CORP $1,4650.00%18 763.6% $570 加仓
AVRE AMERICAN CENTY ETF TR $1,4690.00%31 -8-20.5% -$379 减仓
EVRG EVERGY INC $1,4700.00%17 888.9% $692 加仓
NET CLOUDFLARE INC $1,4720.00%6 4200.0% $981 加仓
LEA LEAR CORP $1,4750.00%11 6120.0% $805 加仓
DECK DECKERS OUTDOOR CORP $1,4900.00%15 9150.0% $894 加仓
SSNC SS&C TECH HLDGS $1,4900.00%24 16200.0% $993 加仓
MYRG MYR GROUP INC $1,5020.00%3 2200.0% $1,001 加仓
MCK MCKESSON CORP $1,5120.00%2 00.0% — 不变
AR ANTERO RESOURCES CORP $1,5120.00%43 1979.2% $668 加仓
CNH CNH INDL N V $1,5170.00%135 73117.7% $820 加仓
ZION ZIONS BANCORPORATION NATL AS $1,5230.00%22 11100.0% $762 加仓
DTE DTE ENERGY CO $1,5240.00%10 5100.0% $762 加仓
SNOW SNOWFLAKE INC $1,5270.00%6 3100.0% $764 加仓
BOKF BOK FINL CORP $1,5280.00%11 6120.0% $833 加仓
ESI ELEMENT SOLUTIONS INC $1,5280.00%32 1588.2% $716 加仓
APTV APTIV PLC $1,5350.00%25 14127.3% $860 加仓
OSK OSHKOSH CORP $1,5350.00%10 5100.0% $768 加仓
VOYA VOYA FINANCIAL INC $1,5400.00%17 888.9% $725 加仓
EQT EQT CORP $1,5420.00%29 1270.6% $638 加仓
HEI/A HEICO CORP NEW $1,5480.00%6 4200.0% $1,032 加仓
AGCO AGCO CORP $1,5570.00%13 7116.7% $838 加仓
RVTY REVVITY INC $1,5580.00%14 9180.0% $1,002 加仓
CR CRANE COMPANY $1,5620.00%7 5250.0% $1,116 加仓
PSMT PRICESMART INC $1,5630.00%8 5166.7% $977 加仓
AM ANTERO MIDSTREAM CORP $1,5700.00%69 3497.1% $774 加仓
LVS LAS VEGAS SANDS CORP $1,5710.00%34 17100.0% $786 加仓
UMBF UMB FINL CORP $1,5710.00%11 6120.0% $857 加仓
SW SMURFIT WESTROCK PLC $1,5730.00%34 22183.3% $1,018 加仓
COO COOPER COS INC $1,5780.00%22 14175.0% $1,004 加仓
SEIC SEI INVTS CO $1,5790.00%18 880.0% $702 加仓
OVV OVINTIV INC $1,5800.00%30 942.9% $474 加仓
AEE AMEREN CORP $1,5830.00%14 675.0% $678 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $1,5850.00%20 981.8% $713 加仓
DKS DICKS SPORTING GOODS INC $1,5880.00%7 4133.3% $907 加仓
OC OWENS CORNING NEW $1,5900.00%10 466.7% $636 加仓
AVT AVNET INC $1,5990.00%18 9100.0% $800 加仓
TKR TIMKEN CO $1,5990.00%11 6120.0% $872 加仓
AJG GALLAGHER ARTHUR J & CO $1,6070.00%7 5250.0% $1,148 加仓
IBP INSTALLED BLDG PRODS INC $1,6090.00%7 5250.0% $1,149 加仓
PAG PENSKE AUTOMOTIVE GRP INC $1,6110.00%9 5125.0% $895 加仓
MUSA MURPHY USA INC $1,6170.00%3 2200.0% $1,078 加仓
VSAT VIASAT INC $1,6170.00%18 9100.0% $808 加仓
FIVE FIVE BELOW INC $1,6190.00%9 5125.0% $899 加仓
ALB ALBEMARLE CORP $1,6210.00%12 571.4% $675 加仓
AVY AVERY DENNISON CORP $1,6240.00%10 5100.0% $812 加仓
SO SOUTHERN CO $1,6280.00%17 888.9% $766 加仓
APA APA CORPORATION $1,6290.00%50 28127.3% $912 加仓
LEN LENNAR CORP $1,6290.00%18 9100.0% $814 加仓
NTRA NATERA INC $1,6290.00%6 4200.0% $1,086 加仓
HL HECLA MINING COMPANY $1,6360.00%106 56112.0% $864 加仓
SBUX STARBUCKS CORP $1,6360.00%16 9128.6% $920 加仓
IR INGERSOLL RAND INC $1,6400.00%20 11122.2% $902 加仓
LDOS LEIDOS HOLDINGS INC $1,6480.00%16 777.8% $721 加仓