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 |
|---|---|---|---|---|---|---|---|---|
| HTO | H2O AMERICA | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $117 | 0.00% | 1 | 1 | — | $117 | 新建仓 |
| CCS | CENTURY COMMUNITIES INC | $115 | 0.00% | 2 | -1 | -33.3% | -$58 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $115 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $114 | 0.00% | 2 | -2 | -50.0% | -$114 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $112 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $112 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $111 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $110 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $109 | 0.00% | 2 | -2 | -50.0% | -$109 | 减仓 |
| BRKR | BRUKER CORP | $108 | 0.00% | 3 | -4 | -57.1% | -$144 | 减仓 |
| TBBK | BANCORP INC DEL | $107 | 0.00% | 2 | -1 | -33.3% | -$54 | 减仓 |
| FTDR | FRONTDOOR INC | $106 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $104 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $104 | 0.00% | 4 | 4 | — | $104 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $102 | 0.00% | 3 | -3 | -50.0% | -$102 | 减仓 |
| CARG | CARGURUS INC | $102 | 0.00% | 3 | -1 | -25.0% | -$34 | 减仓 |
| HRI | HERC HLDGS INC | $100 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $99 | 0.00% | 1 | 1 | — | $99 | 新建仓 |
| CGNX | COGNEX CORP | $98 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $97 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $96 | 0.00% | 5 | -4 | -44.4% | -$77 | 减仓 |
| OI | O-I GLASS INC | $95 | 0.00% | 9 | -5 | -35.7% | -$53 | 减仓 |
| UEC | URANIUM ENERGY CORP | $95 | 0.00% | 7 | -6 | -46.2% | -$81 | 减仓 |
| VNOM | VIPER ENERGY INC | $94 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $92 | 0.00% | 5 | -53 | -91.4% | -$975 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $91 | 0.00% | 3 | -6 | -66.7% | -$182 | 减仓 |
| VC | VISTEON CORP | $91 | 0.00% | 1 | -1 | -50.0% | -$91 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $91 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $91 | 0.00% | 3 | 3 | — | $91 | 新建仓 |
| TGLS | TECNOGLASS INC | $89 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| NOG | NORTHERN OIL & GAS INC | $88 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $88 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $87 | 0.00% | 1 | -1 | -50.0% | -$87 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $87 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $86 | 0.00% | 2 | 1 | 100.0% | $43 | 加仓 |
| LEN/B | LENNAR CORP | $84 | 0.00% | 1 | -1 | -50.0% | -$84 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $81 | 0.00% | 4 | -6 | -60.0% | -$122 | 减仓 |
| BF/A | BROWN FORMAN CORP | $80 | 0.00% | 3 | 1 | 50.0% | $27 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $76 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $76 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $76 | 0.00% | 1 | 1 | — | $76 | 新建仓 |
| DT | DYNATRACE INC | $74 | 0.00% | 2 | -31 | -93.9% | -$1,147 | 减仓 |
| GLIBK | GCI LIBERTY INC | $74 | 0.00% | 2 | 1 | 100.0% | $37 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $73 | 0.00% | 2 | -1 | -33.3% | -$36 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $73 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $73 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| EOSE | EOS ENERGY ENTERPRISES INC | $69 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $67 | 0.00% | 3 | -10 | -76.9% | -$223 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $66 | 0.00% | 1 | -1 | -50.0% | -$66 | 减仓 |
| CYTK | CYTOKINETICS INC | $66 | 0.00% | 1 | 1 | — | $66 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $65 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $65 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $64 | 0.00% | 3 | -12 | -80.0% | -$256 | 减仓 |
| UA | UNDER ARMOUR INC | $64 | 0.00% | 11 | 4 | 57.1% | $23 | 重新持有 |
| ADMA | ADMA BIOLOGICS INC | $63 | 0.00% | 7 | -2 | -22.2% | -$18 | 减仓 |
| TALO | TALOS ENERGY INC | $63 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $62 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $60 | 0.00% | 9 | -5 | -35.7% | -$33 | 减仓 |
| HPQ | HP INC | $58 | 0.00% | 3 | -13 | -81.2% | -$251 | 减仓 |
| RBLX | ROBLOX CORP | $57 | 0.00% | 1 | -38 | -97.4% | -$2,166 | 减仓 |
| CPNG | COUPANG INC | $57 | 0.00% | 3 | -15 | -83.3% | -$285 | 减仓 |
| OSCR | OSCAR HEALTH INC | $57 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $54 | 0.00% | 2 | -8 | -80.0% | -$216 | 减仓 |
| RUN | SUNRUN INC | $54 | 0.00% | 4 | -5 | -55.6% | -$68 | 减仓 |
| — | CLEARWAY ENERGY INC | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $54 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $54 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $53 | 0.00% | 2 | -31 | -93.9% | -$822 | 减仓 |
| — | COLUMBIA FINL INC | $53 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | MISTER CAR WASH INC | $49 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $48 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $43 | 0.00% | 5 | -4 | -44.4% | -$34 | 减仓 |
| SLVM | SYLVAMO CORP | $42 | 0.00% | 1 | -1 | -50.0% | -$42 | 减仓 |
| RAL | RALLIANT CORP | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GMUB | GOLDMAN SACHS ETF TR | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $37 | 0.00% | 9 | -8 | -47.1% | -$33 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $32 | 0.00% | 1 | -4 | -80.0% | -$128 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $32 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $29 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $29 | 0.00% | 2 | 1 | 100.0% | $14 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $28 | 0.00% | 5 | -6 | -54.5% | -$34 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $25 | 0.00% | 1 | -2 | -66.7% | -$50 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $24 | 0.00% | 1 | -5 | -83.3% | -$120 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $21 | 0.00% | 2 | -5 | -71.4% | -$52 | 减仓 |
| HGTY | HAGERTY INC | $21 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $18 | 0.00% | 0 | — | — | — | 申报中断 |
| VGLT | VANGUARD SCOTTSDALE FDS | $18 | 0.00% | 0 | — | — | — | 申报中断 |
| WSC | WILLSCOT HLDGS CORP | $17 | 0.00% | 1 | -1 | -50.0% | -$17 | 减仓 |
| CLVT | CLARIVATE PLC | $15 | 0.00% | 6 | -11 | -64.7% | -$28 | 减仓 |