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
GH GUARDANT HEALTH INC $1,6510.00%11 583.3% $750 加仓
XYL XYLEM INC $1,6550.00%14 9180.0% $1,064 加仓
PAYX PAYCHEX INC $1,6720.00%17 10142.9% $984 加仓
AN AUTONATION INC $1,6730.00%9 5125.0% $929 加仓
SSD SIMPSON MFG INC $1,6750.00%8 5166.7% $1,047 加仓
MSCI MSCI INC $1,6810.00%3 150.0% $560 加仓
BALL BALL CORP $1,6850.00%27 1392.9% $811 加仓
VLTO VERALTO CORP $1,6850.00%19 11137.5% $976 加仓
NBIX NEUROCRINE BIOSCIENCES INC $1,6860.00%10 5100.0% $843 加仓
FTV FORTIVE CORP $1,7110.00%28 1386.7% $794 加仓
THG HANOVER INS GROUP INC $1,7130.00%8 5166.7% $1,071 加仓
FHN FIRST HORIZON CORPORATION $1,7180.00%67 36116.1% $923 加仓
GEN GEN DIGITAL INC $1,7180.00%69 62885.7% $1,544 加仓
CRM SALESFORCE INC $1,7240.00%11 -41-78.8% -$6,426 减仓
MATX MATSON INC $1,7310.00%9 5125.0% $962 加仓
GFS GLOBALFOUNDRIES INC $1,7310.00%21 13162.5% $1,072 加仓
AMCR AMCOR PLC $1,7340.00%40 21110.5% $910 加仓
KDP KEURIG DR PEPPER INC $1,7350.00%53 30130.4% $982 加仓
SF STIFEL FINL CORP $1,7450.00%25 1292.3% $838 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1,7500.00%7 4133.3% $1,000 加仓
BWXT BWX TECHNOLOGIES INC $1,7520.00%9 5125.0% $973 加仓
WEC WEC ENERGY GROUP INC $1,7520.00%15 8114.3% $934 加仓
ILMN ILLUMINA INC $1,7590.00%10 5100.0% $880 加仓
FORM FORMFACTOR INC $1,7600.00%11 583.3% $800 加仓
XEL XCEL ENERGY INC $1,7670.00%22 1083.3% $803 加仓
IVZ INVESCO LTD $1,7690.00%67 35109.4% $924 加仓
GPC GENUINE PARTS CO $1,7700.00%15 8114.3% $944 加仓
SHV ISHARES TR $1,7780.00%17 16.2% $105 加仓
KVUE KENVUE INC $1,7780.00%93 57158.3% $1,090 加仓
BKNG BOOKING HOLDINGS INC $1,7830.00%10 9900.0% $1,605 重新持有
PR PERMIAN RESOURCES CORP $1,7860.00%97 4690.2% $847 加仓
CCK CROWN HLDGS INC $1,7900.00%16 777.8% $783 加仓
ADP AUTOMATIC DATA PROCESSING IN $1,7920.00%8 5166.7% $1,120 加仓
RGLD ROYAL GOLD INC $1,7970.00%9 480.0% $799 加仓
EXP EAGLE MATLS INC $1,8000.00%8 5166.7% $1,125 加仓
FWONK LIBERTY MEDIA CORP DEL $1,8080.00%19 11137.5% $1,047 加仓
NDAQ NASDAQ INC $1,8130.00%23 1191.7% $867 加仓
ZM ZOOM COMMUNICATIONS INC $1,8130.00%21 11110.0% $950 加仓
CRL CHARLES RIV LABS INTL INC $1,8150.00%8 5166.7% $1,134 加仓
BBY BEST BUY INC $1,8220.00%24 960.0% $683 加仓
DDOG DATADOG INC $1,8230.00%7 5250.0% $1,302 加仓
SN SHARKNINJA INC $1,8280.00%12 7140.0% $1,066 加仓
ETR ENTERGY CORP NEW $1,8380.00%16 777.8% $804 加仓
ORI OLD REP INTL CORP $1,8420.00%45 2080.0% $819 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1,8430.00%7 4133.3% $1,053 加仓
ELAN ELANCO ANIMAL HEALTH INC $1,8460.00%75 3692.3% $886 加仓
ICE INTERCONTINENTAL EXCHANGE IN $1,8470.00%15 8114.3% $985 加仓
SRE SEMPRA $1,8550.00%20 981.8% $835 加仓
ABNB AIRBNB INC $1,8610.00%13 8160.0% $1,145 加仓
PLTR PALANTIR TECHNOLOGIES INC $1,8670.00%16 433.3% $467 加仓
ENS ENERSYS $1,8710.00%8 5166.7% $1,169 加仓
TTMI TTM TECHNOLOGIES INC $1,8710.00%10 6150.0% $1,123 加仓
AFRM AFFIRM HLDGS INC $1,8760.00%23 16228.6% $1,305 加仓
ATO ATMOS ENERGY CORP $1,8950.00%11 6120.0% $1,034 加仓
STE STERIS PLC $1,8960.00%9 480.0% $843 加仓
NXT NEXTPOWER INC $1,9070.00%16 777.8% $834 加仓
COKE COCA COLA CONS INC $1,9100.00%10 5100.0% $955 加仓
SJM SMUCKER J M CO $1,9130.00%17 10142.9% $1,125 加仓
WTFC WINTRUST FINL CORP $1,9290.00%12 7140.0% $1,125 加仓
TROW PRICE T ROWE GROUP INC $1,9330.00%17 11183.3% $1,251 加仓
ORLY OREILLY AUTOMOTIVE INC $1,9340.00%21 975.0% $829 加仓
KHC KRAFT HEINZ CO $1,9370.00%82 58241.7% $1,370 加仓
CHD CHURCH & DWIGHT CO INC $1,9380.00%20 11122.2% $1,066 加仓
ZTS ZOETIS INC $1,9410.00%27 312.5% $216 加仓
DINO HF SINCLAIR CORP $1,9510.00%28 15115.4% $1,045 加仓
MKL MARKEL GROUP INC $1,9540.00%1 1— $1,954 新建仓
EXEL EXELIXIS INC $1,9590.00%36 1680.0% $871 加仓
AFG AMERICAN FINANCIAL GROUP INC $1,9600.00%14 7100.0% $980 加仓
KMB KIMBERLY-CLARK CORP $1,9760.00%18 10125.0% $1,098 加仓
ITT ITT INC $1,9780.00%10 342.9% $593 加仓
ENTG ENTEGRIS INC $1,9790.00%11 583.3% $900 加仓
IDCC INTERDIGITAL INC $1,9820.00%7 4133.3% $1,133 加仓
LOW LOWES COS INC $1,9850.00%9 480.0% $882 加仓
PRI PRIMERICA INC $1,9900.00%7 5250.0% $1,421 加仓
CNC CENTENE CORP DEL $1,9900.00%31 31— $1,990 新建仓
EW EDWARDS LIFESCIENCES CORP $1,9910.00%22 969.2% $814 加仓
ARMK ARAMARK $1,9920.00%35 1794.4% $968 加仓
RPM RPM INTL INC $2,0010.00%18 12200.0% $1,334 加仓
VRSN VERISIGN INC $2,0130.00%8 6300.0% $1,510 加仓
ROIV ROIVANT SCIENCES LTD $2,0180.00%57 2472.7% $850 加仓
DXCM DEXCOM INC $2,0210.00%30 1376.5% $876 加仓
ROP ROPER TECHNOLOGIES INC $2,0310.00%6 5500.0% $1,692 加仓
AA ALCOA CORP $2,0340.00%39 1995.0% $991 加仓
LAD LITHIA MTRS INC $2,0340.00%7 4133.3% $1,162 加仓
OMC OMNICOM GROUP INC $2,0400.00%28 14100.0% $1,020 加仓
DTM DT MIDSTREAM INC $2,0550.00%14 675.0% $881 加仓
SWK STANLEY BLACK & DECKER INC $2,0710.00%22 11100.0% $1,036 加仓
DG DOLLAR GEN CORP $2,0720.00%18 9100.0% $1,036 加仓
STZ CONSTELLATION BRANDS INC $2,0870.00%15 10200.0% $1,391 加仓
WTW WILLIS TOWERS WATSON PLC LTD $2,0910.00%8 5166.7% $1,307 加仓
PLXS PLEXUS CORP $2,1050.00%7 5250.0% $1,504 加仓
TXT TEXTRON INC $2,1100.00%23 1191.7% $1,009 加仓
D DOMINION ENERGY INC $2,1170.00%31 16106.7% $1,093 加仓
LECO LINCOLN ELEC HLDGS INC $2,1250.00%8 5166.7% $1,328 加仓
IQV IQVIA HLDGS INC $2,1260.00%11 6120.0% $1,160 加仓
A AGILENT TECHNOLOGIES INC $2,1260.00%16 9128.6% $1,196 加仓
RGA REINSURANCE GROUP AMER INC $2,1270.00%10 5100.0% $1,064 加仓
XYZ BLOCK INC $2,1280.00%28 1386.7% $988 加仓
BG BUNGE GLOBAL SA $2,1350.00%20 10100.0% $1,068 加仓
ACGL ARCH CAP GROUP LTD $2,1360.00%22 1083.3% $971 加仓