HFM Investment Advisors, LLC
GLASSBORO NJ · SEC CIK 0002067972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CAG | CONAGRA BRANDS INC | $485 | 0.00% | 36 | 10 | 38.5% | $135 | 加仓 |
| TRN | TRINITY INDS INC | $485 | 0.00% | 14 | 7 | 100.0% | $242 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $484 | 0.00% | 6 | 4 | 200.0% | $323 | 加仓 |
| MRP | MILLROSE PPTYS INC | $481 | 0.00% | 16 | -1 | -5.9% | -$30 | 减仓 |
| AVNT | AVIENT CORPORATION | $481 | 0.00% | 13 | 7 | 116.7% | $259 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $478 | 0.00% | 6 | 4 | 200.0% | $319 | 加仓 |
| KWR | QUAKER HOUGHTON | $477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $475 | 0.00% | 8 | 1 | 14.3% | $59 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $474 | 0.00% | 11 | 4 | 57.1% | $172 | 加仓 |
| RLI | RLI CORP | $473 | 0.00% | 8 | 4 | 100.0% | $236 | 加仓 |
| MAT | MATTEL INC | $472 | 0.00% | 34 | 20 | 142.9% | $278 | 加仓 |
| GEF/B | GREIF INC | $468 | 0.00% | 5 | 3 | 150.0% | $281 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $468 | 0.00% | 5 | 5 | — | $468 | 新建仓 |
| FUL | FULLER H B CO | $467 | 0.00% | 8 | 4 | 100.0% | $234 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $467 | 0.00% | 12 | 9 | 300.0% | $350 | 加仓 |
| BANR | BANNER CORP | $466 | 0.00% | 7 | 5 | 250.0% | $333 | 加仓 |
| BTU | PEABODY ENGR CORP | $463 | 0.00% | 20 | 4 | 25.0% | $93 | 加仓 |
| TRMK | TRUSTMARK CORP | $461 | 0.00% | 10 | 5 | 100.0% | $230 | 加仓 |
| BGC | BGC GROUP INC | $460 | 0.00% | 43 | 20 | 87.0% | $214 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $457 | 0.00% | 4 | 2 | 100.0% | $228 | 加仓 |
| OLN | OLIN CORP | $456 | 0.00% | 23 | 10 | 76.9% | $198 | 加仓 |
| PJT | PJT PARTNERS INC | $453 | 0.00% | 3 | 2 | 200.0% | $302 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $453 | 0.00% | 3 | 3 | — | $453 | 新建仓 |
| CVBF | CVB FINL CORP | $452 | 0.00% | 20 | 10 | 100.0% | $226 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $450 | 0.00% | 13 | 7 | 116.7% | $242 | 加仓 |
| YETI | YETI HLDGS INC | $447 | 0.00% | 9 | 4 | 80.0% | $199 | 加仓 |
| GEF | GREIF INC | $447 | 0.00% | 6 | 4 | 200.0% | $298 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $444 | 0.00% | 6 | 2 | 50.0% | $148 | 加仓 |
| SHC | SOTERA HEALTH CO | $444 | 0.00% | 25 | 12 | 92.3% | $213 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $444 | 0.00% | 45 | 45 | — | $444 | 新建仓 |
| FBK | FB FINL CORP | $443 | 0.00% | 8 | 5 | 166.7% | $277 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $442 | 0.00% | 4 | 4 | — | $442 | 新建仓 |
| FFBC | 1ST FINL BANCORP | $440 | 0.00% | 13 | 7 | 116.7% | $237 | 加仓 |
| HUBG | HUB GROUP INC | $438 | 0.00% | 10 | 5 | 100.0% | $219 | 加仓 |
| VNT | VONTIER CORPORATION | $435 | 0.00% | 15 | 7 | 87.5% | $203 | 加仓 |
| CPNG | COUPANG INC | $435 | 0.00% | 25 | 22 | 733.3% | $383 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $435 | 0.00% | 6 | 6 | — | $435 | 新建仓 |
| BILL | BILL HOLDINGS INC | $434 | 0.00% | 12 | 8 | 200.0% | $289 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $433 | 0.00% | 5 | 3 | 150.0% | $260 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $433 | 0.00% | 25 | 13 | 108.3% | $225 | 加仓 |
| LRN | STRIDE INC | $432 | 0.00% | 5 | 5 | — | $432 | 新建仓 |
| BROS | DUTCH BROS INC | $431 | 0.00% | 6 | 2 | 50.0% | $144 | 加仓 |
| WSBC | WESBANCO INC | $430 | 0.00% | 11 | 2 | 22.2% | $78 | 加仓 |
| RNST | RENASANT CORP | $426 | 0.00% | 10 | 5 | 100.0% | $213 | 加仓 |
| TFSL | TFS FINL CORP | $426 | 0.00% | 24 | 13 | 118.2% | $231 | 加仓 |
| CRC | CALIFORNIA RES CORP | $423 | 0.00% | 8 | 4 | 100.0% | $212 | 加仓 |
| WAFD | WAFD INC | $423 | 0.00% | 11 | 6 | 120.0% | $231 | 加仓 |
| PINS | PINTEREST INC | $421 | 0.00% | 20 | 15 | 300.0% | $316 | 加仓 |
| ACM | AECOM | $419 | 0.00% | 6 | 2 | 50.0% | $140 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $419 | 0.00% | 4 | 2 | 100.0% | $210 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $419 | 0.00% | 4 | 4 | — | $419 | 新建仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $416 | 0.00% | 24 | 15 | 166.7% | $260 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $415 | 0.00% | 8 | 3 | 60.0% | $156 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $413 | 0.00% | 23 | 8 | 53.3% | $144 | 加仓 |
| WHD | CACTUS INC | $410 | 0.00% | 8 | 2 | 33.3% | $102 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $409 | 0.00% | 6 | 3 | 100.0% | $204 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $405 | 0.00% | 14 | 13 | 1,300.0% | $376 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $402 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $398 | 0.00% | 4 | -16 | -80.0% | -$1,592 | 重新持有 |
| EPAM | EPAM SYS INC | $397 | 0.00% | 5 | 4 | 400.0% | $318 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $396 | 0.00% | 23 | 13 | 130.0% | $224 | 加仓 |
| MP | MP MATERIALS CORP | $393 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $393 | 0.00% | 8 | 8 | — | $393 | 新建仓 |
| BSY | BENTLEY SYS INC | $389 | 0.00% | 13 | 9 | 225.0% | $269 | 加仓 |
| H | HYATT HOTELS CORP | $388 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $385 | 0.00% | 5 | 2 | 66.7% | $154 | 加仓 |
| STRA | STRATEGIC ED INC | $384 | 0.00% | 5 | 3 | 150.0% | $230 | 加仓 |
| BF/A | BROWN FORMAN CORP | $384 | 0.00% | 14 | 11 | 366.7% | $302 | 加仓 |
| TDC | TERADATA CORP DEL | $382 | 0.00% | 11 | 2 | 22.2% | $69 | 加仓 |
| VICR | VICOR CORP | $380 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $379 | 0.00% | 14 | 8 | 133.3% | $217 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $379 | 0.00% | 17 | 14 | 466.7% | $312 | 加仓 |
| NMRK | NEWMARK GROUP INC | $378 | 0.00% | 25 | 12 | 92.3% | $181 | 加仓 |
| LAZ | LAZARD INC | $378 | 0.00% | 9 | 5 | 125.0% | $210 | 加仓 |
| MMS | MAXIMUS INC | $377 | 0.00% | 7 | 1 | 16.7% | $54 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $376 | 0.00% | 11 | 8 | 266.7% | $273 | 加仓 |
| TBBK | BANCORP INC DEL | $376 | 0.00% | 6 | 4 | 200.0% | $251 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $375 | 0.00% | 12 | 8 | 200.0% | $250 | 加仓 |
| CRK | COMSTOCK RES INC | $373 | 0.00% | 25 | 3 | 13.6% | $45 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $373 | 0.00% | 14 | 13 | 1,300.0% | $346 | 加仓 |
| RDNT | RADNET INC | $371 | 0.00% | 6 | 3 | 100.0% | $186 | 加仓 |
| AES | AES CORP | $367 | 0.00% | 25 | 6 | 31.6% | $88 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $366 | 0.00% | 13 | 7 | 116.7% | $197 | 加仓 |
| PRK | PARK NATL CORP | $366 | 0.00% | 2 | 1 | 100.0% | $183 | 加仓 |
| SM | SM ENERGY COMPANY | $366 | 0.00% | 14 | 12 | 600.0% | $314 | 加仓 |
| TPG | TPG INC | $365 | 0.00% | 9 | 7 | 350.0% | $284 | 重新持有 |
| SFNC | SIMMONS FIRST NATL CORP | $363 | 0.00% | 16 | 7 | 77.8% | $159 | 加仓 |
| CXT | CRANE NXT CO | $359 | 0.00% | 7 | 2 | 40.0% | $103 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $359 | 0.00% | 5 | 3 | 150.0% | $215 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $357 | 0.00% | 7 | 2 | 40.0% | $102 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $355 | 0.00% | 14 | 7 | 100.0% | $178 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $355 | 0.00% | 5 | 3 | 150.0% | $213 | 重新持有 |
| ABM | ABM INDS INC | $354 | 0.00% | 8 | 4 | 100.0% | $177 | 加仓 |
| VCYT | VERACYTE INC | $353 | 0.00% | 6 | 3 | 100.0% | $176 | 加仓 |
| RNG | RINGCENTRAL INC | $351 | 0.00% | 9 | 6 | 200.0% | $234 | 加仓 |
| CNK | CINEMARK HLDGS INC | $350 | 0.00% | 11 | 2 | 22.2% | $64 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $350 | 0.00% | 8 | 3 | 60.0% | $131 | 加仓 |
| MMSI | MERIT MED SYS INC | $347 | 0.00% | 5 | 2 | 66.7% | $139 | 加仓 |
| RKT | ROCKET COS INC | $347 | 0.00% | 22 | 20 | 1,000.0% | $315 | 加仓 |
| BAX | BAXTER INTL INC | $342 | 0.00% | 16 | 16 | — | $342 | 新建仓 |