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 |
|---|---|---|---|---|---|---|---|---|
| LECO | LINCOLN ELEC HLDGS INC | $747 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $749 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $749 | 0.00% | 3 | 1 | 50.0% | $250 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $750 | 0.00% | 5 | 4 | 400.0% | $600 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $752 | 0.00% | 3 | 1 | 50.0% | $251 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $754 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $755 | 0.00% | 19 | 19 | — | $755 | 新建仓 |
| — | HOLOGIC INC | $756 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $762 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $764 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $764 | 0.00% | 11 | 2 | 22.2% | $139 | 加仓 |
| DVA | DAVITA INC | $768 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $771 | 0.00% | 9 | -1 | -10.0% | -$86 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $772 | 0.00% | 8 | -26 | -76.5% | -$2,509 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $774 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $777 | 0.00% | 32 | -4 | -11.1% | -$97 | 减仓 |
| SANM | SANMINA CORP | $778 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $779 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $781 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $782 | 0.00% | 9 | 2 | 28.6% | $174 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $782 | 0.00% | 11 | 2 | 22.2% | $142 | 加仓 |
| SEIC | SEI INVTS CO | $785 | 0.00% | 10 | 1 | 11.1% | $78 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $789 | 0.00% | 11 | 2 | 22.2% | $143 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $790 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $793 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $796 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $798 | 0.00% | 11 | -33 | -75.0% | -$2,394 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $798 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $798 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $799 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $800 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $804 | 0.00% | 10 | -2 | -16.7% | -$161 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $810 | 0.00% | 51 | -138 | -73.0% | -$2,192 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $810 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $810 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $811 | 0.00% | 13 | 1 | 8.3% | $62 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $815 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $817 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $818 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $819 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $824 | 0.00% | 18 | 5 | 38.5% | $229 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $826 | 0.00% | 5 | -7 | -58.3% | -$1,156 | 减仓 |
| BALL | BALL CORP | $828 | 0.00% | 14 | 2 | 16.7% | $118 | 加仓 |
| FTV | FORTIVE CORP | $829 | 0.00% | 15 | 2 | 15.4% | $111 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $830 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $833 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $834 | 0.00% | 3 | 1 | 50.0% | $278 | 加仓 |
| PPL | PPL CORP | $840 | 0.00% | 22 | 3 | 15.8% | $115 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $840 | 0.00% | 9 | 2 | 28.6% | $187 | 加仓 |
| AYI | ACUITY INC | $841 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $842 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $845 | 0.00% | 15 | 5 | 50.0% | $282 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $846 | 0.00% | 12 | 2 | 20.0% | $141 | 加仓 |
| INCY | INCYTE CORP | $847 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $847 | 0.00% | 7 | 2 | 40.0% | $242 | 加仓 |
| IQV | IQVIA HLDGS INC | $853 | 0.00% | 5 | -2 | -28.6% | -$341 | 减仓 |
| EXEL | EXELIXIS INC | $858 | 0.00% | 20 | 3 | 17.6% | $129 | 加仓 |
| CLH | CLEAN HARBORS INC | $860 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $863 | 0.00% | 12 | -41 | -77.4% | -$2,949 | 减仓 |
| AVY | AVERY DENNISON CORP | $863 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $863 | 0.00% | 20 | -1 | -4.8% | -$43 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $867 | 0.00% | 14 | 3 | 27.3% | $186 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $869 | 0.00% | 6 | -16 | -72.7% | -$2,317 | 减仓 |
| SO | SOUTHERN CO | $869 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $872 | 0.00% | 3 | -2 | -40.0% | -$581 | 减仓 |
| MOG/A | MOOG INC | $878 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $879 | 0.00% | 8 | 1 | 14.3% | $110 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $894 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $896 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $897 | 0.00% | 14 | 2 | 16.7% | $128 | 加仓 |
| RMD | RESMED INC | $898 | 0.00% | 4 | 1 | 33.3% | $224 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $902 | 0.00% | 3 | -1 | -25.0% | -$301 | 减仓 |
| CCK | CROWN HLDGS INC | $902 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $903 | 0.00% | 15 | 2 | 15.4% | $120 | 加仓 |
| RRC | RANGE RES CORP | $904 | 0.00% | 20 | 4 | 25.0% | $181 | 加仓 |
| IDCC | INTERDIGITAL INC | $906 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $914 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $914 | 0.00% | 33 | 7 | 26.9% | $194 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $916 | 0.00% | 17 | -59 | -77.6% | -$3,179 | 减仓 |
| BIIB | BIOGEN INC | $917 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $917 | 0.00% | 7 | 2 | 40.0% | $262 | 加仓 |
| NTAP | NETAPP INC | $922 | 0.00% | 9 | -1 | -10.0% | -$102 | 减仓 |
| VO | VANGUARD INDEX FDS | $922 | 0.00% | 3 | -1 | -25.0% | -$307 | 减仓 |
| ATO | ATMOS ENERGY CORP | $924 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $927 | 0.00% | 15 | -43 | -74.1% | -$2,657 | 减仓 |
| WRB | BERKLEY W R CORP | $928 | 0.00% | 14 | 1 | 7.7% | $66 | 加仓 |
| LII | LENNOX INTL INC | $928 | 0.00% | 2 | 1 | 100.0% | $464 | 加仓 |
| HL | HECLA MINING COMPANY | $932 | 0.00% | 50 | 6 | 13.6% | $112 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $933 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $934 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $936 | 0.00% | 5 | 1 | 25.0% | $187 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $940 | 0.00% | 5 | 1 | 25.0% | $188 | 加仓 |
| ALLY | ALLY FINL INC | $942 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $942 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $943 | 0.00% | 3 | -12 | -80.0% | -$3,772 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $945 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $948 | 0.00% | 5 | -2 | -28.6% | -$379 | 减仓 |
| IEX | IDEX CORP | $948 | 0.00% | 5 | 2 | 66.7% | $379 | 加仓 |
| UNM | UNUM GROUP | $949 | 0.00% | 13 | 2 | 18.2% | $146 | 加仓 |
| XEL | XCEL ENERGY INC | $953 | 0.00% | 12 | 0 | 0.0% | — | 不变 |