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 |
|---|---|---|---|---|---|---|---|---|
| SDRL | SEADRILL LTD | $341 | 0.00% | 9 | 2 | 28.6% | $76 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $340 | 0.00% | 7 | 5 | 250.0% | $243 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $340 | 0.00% | 14 | 14 | — | $340 | 新建仓 |
| GDDY | GODADDY INC | $340 | 0.00% | 4 | 3 | 300.0% | $255 | 重新持有 |
| KNTK | KINETIK HOLDINGS INC | $339 | 0.00% | 7 | 6 | 600.0% | $291 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $339 | 0.00% | 4 | -8 | -66.7% | -$678 | 重新持有 |
| SHOO | MADDEN STEVEN LTD | $337 | 0.00% | 8 | 5 | 166.7% | $211 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $332 | 0.00% | 11 | 11 | — | $332 | 新建仓 |
| G | GENPACT LIMITED | $330 | 0.00% | 12 | 6 | 100.0% | $165 | 加仓 |
| SARO | STANDARDAERO INC | $330 | 0.00% | 11 | 11 | — | $330 | 新建仓 |
| GSAT | GLOBALSTAR INC | $326 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $323 | 0.00% | 6 | 4 | 200.0% | $215 | 加仓 |
| BRO | BROWN & BROWN INC | $321 | 0.00% | 5 | -12 | -70.6% | -$770 | 重新持有 |
| KMX | CARMAX INC | $318 | 0.00% | 6 | 6 | — | $318 | 新建仓 |
| HLNE | HAMILTON LANE INC | $316 | 0.00% | 4 | 2 | 100.0% | $158 | 重新持有 |
| OSCR | OSCAR HEALTH INC | $314 | 0.00% | 11 | 6 | 120.0% | $171 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $311 | 0.00% | 8 | 4 | 100.0% | $156 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $311 | 0.00% | 9 | 7 | 350.0% | $242 | 加仓 |
| PODD | INSULET CORP | $305 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $305 | 0.00% | 66 | 66 | — | $305 | 新建仓 |
| DOX | AMDOCS LTD | $304 | 0.00% | 6 | 3 | 100.0% | $152 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $301 | 0.00% | 13 | 5 | 62.5% | $116 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $300 | 0.00% | 9 | 5 | 125.0% | $167 | 加仓 |
| PACS | PACS GROUP INC | $299 | 0.00% | 7 | 2 | 40.0% | $85 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $298 | 0.00% | 12 | 6 | 100.0% | $149 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $297 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC | $293 | 0.00% | 4 | 3 | 300.0% | $220 | 加仓 |
| LYFT | LYFT INC | $293 | 0.00% | 20 | 20 | — | $293 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $292 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $291 | 0.00% | 5 | 5 | — | $291 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $290 | 0.00% | 8 | 4 | 100.0% | $145 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $288 | 0.00% | 7 | 4 | 133.3% | $165 | 加仓 |
| AVA | AVISTA CORP | $287 | 0.00% | 7 | 4 | 133.3% | $164 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $283 | 0.00% | 11 | 6 | 120.0% | $154 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $281 | 0.00% | 49 | 8 | 19.5% | $46 | 加仓 |
| CENX | CENTURY ALUM CO | $277 | 0.00% | 6 | 2 | 50.0% | $92 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $277 | 0.00% | 7 | 4 | 133.3% | $158 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $273 | 0.00% | 24 | 5 | 26.3% | $57 | 加仓 |
| RBLX | ROBLOX CORP | $272 | 0.00% | 5 | 4 | 400.0% | $218 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $269 | 0.00% | 21 | 8 | 61.5% | $102 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $264 | 0.00% | 7 | -2 | -22.2% | -$75 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $263 | 0.00% | 5 | 3 | 150.0% | $158 | 加仓 |
| WU | WESTERN UN CO | $262 | 0.00% | 34 | 12 | 54.5% | $92 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $261 | 0.00% | 6 | 4 | 200.0% | $174 | 加仓 |
| VNOM | VIPER ENERGY INC | $255 | 0.00% | 6 | 4 | 200.0% | $170 | 加仓 |
| RUN | SUNRUN INC | $255 | 0.00% | 19 | 15 | 375.0% | $201 | 加仓 |
| NTNX | NUTANIX INC | $255 | 0.00% | 5 | 2 | 66.7% | $102 | 重新持有 |
| BKE | BUCKLE INC | $254 | 0.00% | 6 | 3 | 100.0% | $127 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $253 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $253 | 0.00% | 23 | 12 | 109.1% | $132 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $250 | 0.00% | 7 | 4 | 133.3% | $143 | 加仓 |
| STEP | STEPSTONE GROUP INC | $249 | 0.00% | 6 | 6 | — | $249 | 新建仓 |
| TNET | TRINET GROUP INC | $248 | 0.00% | 5 | 3 | 150.0% | $149 | 加仓 |
| AVTR | AVANTOR INC | $248 | 0.00% | 25 | 19 | 316.7% | $188 | 重新持有 |
| IBRX | IMMUNITYBIO INC | $246 | 0.00% | 28 | 28 | — | $246 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $245 | 0.00% | 23 | 7 | 43.8% | $75 | 加仓 |
| WDFC | WD 40 CO | $244 | 0.00% | 1 | -1 | -50.0% | -$244 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $244 | 0.00% | 5 | 3 | 150.0% | $146 | 加仓 |
| CARG | CARGURUS INC | $239 | 0.00% | 7 | 4 | 133.3% | $137 | 加仓 |
| BOX | BOX INC | $239 | 0.00% | 9 | 8 | 800.0% | $212 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $237 | 0.00% | 5 | -2 | -28.6% | -$95 | 减仓 |
| EXPO | EXPONENT INC | $236 | 0.00% | 4 | 2 | 100.0% | $118 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $234 | 0.00% | 5 | 3 | 150.0% | $140 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $231 | 0.00% | 9 | 9 | — | $231 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $230 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $222 | 0.00% | 25 | 5 | 25.0% | $44 | 加仓 |
| COMP | COMPASS INC | $222 | 0.00% | 18 | 14 | 350.0% | $173 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $221 | 0.00% | 24 | 24 | — | $221 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $220 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $220 | 0.00% | 5 | 3 | 150.0% | $132 | 加仓 |
| QUAL | ISHARES TR | $219 | 0.00% | 1 | 1 | — | $219 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $219 | 0.00% | 1 | -1 | -50.0% | -$219 | 减仓 |
| INSM | INSMED INC | $214 | 0.00% | 2 | 1 | 100.0% | $107 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $214 | 0.00% | 10 | 10 | — | $214 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $212 | 0.00% | 7 | 7 | — | $212 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $210 | 0.00% | 10 | 3 | 42.9% | $63 | 加仓 |
| KBR | KBR INC | $208 | 0.00% | 6 | 2 | 50.0% | $69 | 加仓 |
| CNO | CNO FINL GROUP INC | $204 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $202 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $199 | 0.00% | 31 | 31 | — | $199 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $197 | 0.00% | 20 | 16 | 400.0% | $158 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $197 | 0.00% | 10 | 10 | — | $197 | 新建仓 |
| PLUG | PLUG PWR INC | $196 | 0.00% | 72 | 72 | — | $196 | 新建仓 |
| IOT | SAMSARA INC | $195 | 0.00% | 6 | -1 | -14.3% | -$32 | 重新持有 |
| HRB | BLOCK H & R INC | $191 | 0.00% | 5 | 4 | 400.0% | $153 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $191 | 0.00% | 18 | 15 | 500.0% | $159 | 重新持有 |
| Z | ZILLOW GROUP INC | $190 | 0.00% | 6 | -3 | -33.3% | -$95 | 重新持有 |
| SLVM | SYLVAMO CORP | $189 | 0.00% | 5 | 4 | 400.0% | $151 | 加仓 |
| CRVL | CORVEL CORP | $188 | 0.00% | 3 | 2 | 200.0% | $125 | 重新持有 |
| AMTM | AMENTUM HOLDINGS INC | $187 | 0.00% | 9 | 5 | 125.0% | $104 | 加仓 |
| HTO | H2O AMERICA | $183 | 0.00% | 3 | 1 | 50.0% | $61 | 加仓 |
| PEGA | PEGASYSTEMS INC | $180 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $179 | 0.00% | 6 | 3 | 100.0% | $90 | 加仓 |
| SAM | BOSTON BEER INC | $178 | 0.00% | 1 | 1 | — | $178 | 新建仓 |
| CLSK | CLEANSPARK INC | $175 | 0.00% | 12 | 7 | 140.0% | $102 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $172 | 0.00% | 5 | 4 | 400.0% | $138 | 加仓 |
| S | SENTINELONE INC | $170 | 0.00% | 10 | 9 | 900.0% | $153 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $168 | 0.00% | 7 | 4 | 133.3% | $96 | 加仓 |
| — | LIBERTY BROADBAND CORP | $167 | 0.00% | 5 | 5 | — | $167 | 新建仓 |
| ALG | ALAMO GROUP INC | $165 | 0.00% | 1 | 0 | 0.0% | — | 不变 |