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
SEI SOLARIS ENERGY INFRAS INC $1610.00%2 2— $161 新建仓
PLNT PLANET FITNESS MASTER ISSUER $1570.00%3 150.0% $52 加仓
EXLS EXLSERVICE HLDGS INC $1560.00%6 3100.0% $78 加仓
TALO TALOS ENERGY INC $1550.00%12 8200.0% $103 加仓
RHI ROBERT HALF INC. $1540.00%5 5— $154 新建仓
NWBI NORTHWEST BANCSHARES INC $1520.00%10 466.7% $61 加仓
TREX TREX INC $1510.00%3 3— $151 新建仓
UEC URANIUM ENERGY CORP $1500.00%14 7100.0% $75 加仓
— CRINETICS PHARMACEUTICALS IN $1500.00%4 4— $150 新建仓
RAL RALLIANT CORP $1480.00%2 1100.0% $74 加仓
NOG NORTHERN OIL & GAS INC $1460.00%8 5166.7% $91 加仓
AD ARRAY DIGITAL INFRASTRUCTURE $1460.00%4 3300.0% $110 加仓
WK WORKIVA INC $1460.00%3 150.0% $49 重新持有
HWKN HAWKINS INC $1430.00%1 00.0% — 不变
— SUPERNUS PHARMACEUTICALS $1400.00%3 150.0% $47 加仓
QLYS QUALYS INC $1380.00%1 -1-50.0% -$138 重新持有
HG HAMILTON INSURANCE GROUP LTD $1360.00%4 4— $136 新建仓
CENT CENTRAL GARDEN & PET CO $1340.00%3 2200.0% $89 加仓
DOCU DOCUSIGN INC $1340.00%3 00.0% — 重新持有
EFSC ENTERPRISE FINL SVCS CORP $1320.00%2 1100.0% $66 加仓
UA UNDER ARMOUR INC $1310.00%21 1090.9% $62 加仓
BKD BROOKDALE SR LIVING INC $1290.00%8 8— $129 新建仓
PENN PENN ENTERTAINMENT INC $1290.00%6 6— $129 新建仓
VGNT VERSIGENT PLC $1270.00%3 3— $127 新建仓
OI O-I GLASS INC $1260.00%13 444.4% $39 加仓
— CATALYST PHARMACEUTICALS INC $1260.00%4 4— $126 新建仓
WHR WHIRLPOOL CORP $1190.00%3 150.0% $40 重新持有
DHT DHT HOLDINGS INC $1160.00%7 7— $116 新建仓
MZTI MARZETTI COMPANY $1150.00%1 00.0% — 不变
MKTX MARKETAXESS HLDGS INC $1140.00%1 -1-50.0% -$114 减仓
TXNM TXNM ENERGY INC $1140.00%2 00.0% — 不变
KD KYNDRYL HLDGS INC $1140.00%10 8400.0% $91 重新持有
KMPR KEMPER CORP $1080.00%4 3300.0% $81 重新持有
FLUT FLUTTER ENTMT PLC $1030.00%1 -2-66.7% -$206 重新持有
CC CHEMOURS CO $1030.00%5 5— $103 新建仓
DKNG DRAFTKINGS INC NEW $1020.00%4 -6-60.0% -$153 重新持有
CHWY CHEWY INC $990.00%5 3150.0% $59 加仓
AMBP ARDAGH METAL PACKAGING S A $950.00%20 12150.0% $57 加仓
ZG ZILLOW GROUP INC $950.00%3 -1-25.0% -$32 重新持有
GSSC GOLDMAN SACHS ETF TR $910.00%1 00.0% — 重新持有
CHDN CHURCHILL DOWNS INC $900.00%1 00.0% — 重新持有
LEN/B LENNAR CORP $890.00%1 00.0% — 不变
PATH UIPATH INC $870.00%8 -4-33.3% -$44 重新持有
GLOB GLOBANT S A $870.00%3 3— $87 新建仓
FLO FLOWERS FOODS INC $870.00%11 101,000.0% $79 重新持有
GT GOODYEAR TIRE & RUBR CO $860.00%13 444.4% $26 加仓
QS QUANTUMSCAPE CORP $840.00%11 9450.0% $69 加仓
PLUS EPLUS INC $840.00%1 1— $84 新建仓
WAY WAYSTAR HLDG CORP $830.00%4 4— $83 新建仓
CNR CORE NATURAL RESOURCES INC $810.00%1 -1-50.0% -$81 重新持有
PAYO PAYONEER GLOBAL INC $790.00%11 8266.7% $57 加仓
CLVT CLARIVATE PLC $780.00%36 30500.0% $65 加仓
— GLOBAL BUSINESS TRAVEL GROUP $760.00%8 360.0% $28 加仓
MGNI MAGNITE INC $760.00%4 00.0% — 重新持有
ELF E L F BEAUTY INC $740.00%1 1— $74 新建仓
PAY PAYMENTUS HOLDINGS INC $730.00%3 3— $73 新建仓
HGTY HAGERTY INC $720.00%6 4200.0% $48 加仓
PTON PELOTON INTERACTIVE INC $710.00%12 10500.0% $59 重新持有
CNXC CONCENTRIX CORP $680.00%3 150.0% $23 重新持有
DYN DYNE THERAPEUTICS INC $670.00%3 3— $67 新建仓
DOCS DOXIMITY INC $630.00%3 150.0% $21 重新持有
CELH CELSIUS HLDGS INC $590.00%2 -2-50.0% -$59 减仓
MBLY MOBILEYE GLOBAL INC $590.00%6 3100.0% $30 重新持有
FMC FMC CORP $580.00%5 5— $58 新建仓
SHAK SHAKE SHACK INC $570.00%1 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $570.00%11 337.5% $16 重新持有
TTD THE TRADE DESK INC $550.00%3 2200.0% $37 重新持有
GEM GOLDMAN SACHS ETF TR $540.00%2 -75-97.4% -$2,025 减仓
EFOR EVERFORTH INC $540.00%3 3— $54 新建仓
GIL GILDAN ACTIVEWEAR INC $520.00%1 00.0% — 不变
ADMA ADMA BIOLOGICS INC $510.00%6 -1-14.3% -$8 减仓
NCNO NCINO INC $500.00%3 00.0% — 重新持有
GIGB GOLDMAN SACHS ETF TR $460.00%1 00.0% — 重新持有
COTY COTY INC $440.00%20 20— $44 新建仓
GMUB GOLDMAN SACHS ETF TR $420.00%1 00.0% — 不变
— GOLDMAN SACHS ETF TR $420.00%1 00.0% — 不变
BRBR BELLRING BRANDS INC $390.00%3 3— $39 新建仓
IDYA IDEAYA BIOSCIENCES INC $380.00%1 1— $38 新建仓
CALX CALIX INC $380.00%1 -2-66.7% -$76 重新持有
VERX VERTEX INC $350.00%3 3— $35 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $330.00%11 -2-15.4% -$6 重新持有
LION LIONSGATE STUDIOS CORP $310.00%2 00.0% — 不变
FRSH FRESHWORKS INC $310.00%3 -7-70.0% -$72 重新持有
GTIP GOLDMAN SACHS ETF TR $300.00%1 00.0% — 不变
— GOLDMAN SACHS ETF TR $280.00%1 00.0% — 不变
CVI CVR ENERGY INC $280.00%1 1— $28 新建仓
VRRM VERRA MOBILITY CORP $220.00%5 -4-44.4% -$18 重新持有
— GOLDMAN SACHS ETF TR $190.00%1 00.0% — 重新持有
VGLT VANGUARD SCOTTSDALE FDS $190.00%1 00.0% — 重新持有
— DIGITALBRIDGE GROUP INC $160.00%1 00.0% — 不变
STGW STAGWELL INC $150.00%2 00.0% — 不变
UWMC UWM HOLDINGS CORPORATION $100.00%4 4— $10 新建仓
— SPORTS ENTMT GAMING GLOBAL $50.00%5 00.0% — 不变
— EXXON MOBIL CORP $00.00%0 -4,395-100.0% -$74.57万 清仓
MIAX MIAMI INTL HLDGS INC $00.00%0 -1,301-100.0% -$5.06万 清仓
IWM ISHARES TR $00.00%0 -115-100.0% -$2.85万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -35-100.0% -$9,007 清仓
SHYG ISHARES TR $00.00%0 -120-100.0% -$5,077 清仓
IWR ISHARES TR $00.00%0 -43-100.0% -$4,181 清仓
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 -1-100.0% -$1,885 清仓