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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $1.51万 | 0.01% | 89 | 2 | 2.3% | $338 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.50万 | 0.01% | 53 | -2 | -3.6% | -$568 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1.48万 | 0.01% | 306 | 142 | 86.6% | $6,871 | 加仓 |
| TRGP | TARGA RES CORP | $1.45万 | 0.01% | 58 | 1 | 1.8% | $251 | 加仓 |
| V | VISA INC | $1.42万 | 0.01% | 47 | -14 | -23.0% | -$4,231 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.35万 | 0.01% | 16 | -9 | -36.0% | -$7,614 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.34万 | 0.01% | 377 | -302 | -44.5% | -$1.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.29万 | 0.00% | 78 | 1 | 1.3% | $165 | 加仓 |
| STIP | ISHARES TR | $1.29万 | 0.00% | 124 | 14 | 12.7% | $1,452 | 加仓 |
| ORCL | ORACLE CORP | $1.28万 | 0.00% | 87 | -42 | -32.6% | -$6,179 | 减仓 |
| SGOV | ISHARES TR | $1.17万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1.08万 | 0.00% | 115 | -1 | -0.9% | -$94 | 减仓 |
| MRK | MERCK & CO INC | $1.05万 | 0.00% | 87 | -28 | -24.3% | -$3,368 | 减仓 |
| EOG | EOG RES INC | $1.04万 | 0.00% | 72 | -118 | -62.1% | -$1.71万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,946 | 0.00% | 110 | 3 | 2.8% | $271 | 加仓 |
| CRM | SALESFORCE INC | $9,707 | 0.00% | 52 | -4 | -7.1% | -$747 | 减仓 |
| PYLD | PIMCO ETF TR | $9,615 | 0.00% | 367 | 1 | 0.3% | $26 | 加仓 |
| TFI | SPDR SERIES TRUST | $9,288 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $9,235 | 0.00% | 121 | 6 | 5.2% | $458 | 加仓 |
| VOT | VANGUARD INDEX FDS | $9,007 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $8,925 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $8,867 | 0.00% | 216 | -175 | -44.8% | -$7,184 | 减仓 |
| BLK | BLACKROCK INC | $8,655 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $8,557 | 0.00% | 89 | -47 | -34.6% | -$4,519 | 减仓 |
| CB | CHUBB LTD SWITZ | $8,474 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $8,226 | 0.00% | 23 | -22 | -48.9% | -$7,868 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $8,204 | 0.00% | 125 | 64 | 104.9% | $4,200 | 加仓 |
| FE | FIRSTENERGY CORP | $8,004 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $7,864 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $7,838 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $7,807 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $7,793 | 0.00% | 11 | -7 | -38.9% | -$4,959 | 减仓 |
| ADBE | ADOBE INC | $7,779 | 0.00% | 32 | -1 | -3.0% | -$243 | 减仓 |
| CVS | CVS HEALTH CORP | $7,715 | 0.00% | 107 | -76 | -41.5% | -$5,480 | 减仓 |
| MSIF | MSC INCOME FUND INC | $7,564 | 0.00% | 621 | 208 | 50.4% | $2,534 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7,095 | 0.00% | 21 | 2 | 10.5% | $676 | 加仓 |
| — | CHART INDS INC | $7,030 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $6,985 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $6,927 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $6,805 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $6,784 | 0.00% | 157 | -126 | -44.5% | -$5,444 | 减仓 |
| SMLF | ISHARES TR | $6,697 | 0.00% | 88 | -75 | -46.0% | -$5,708 | 减仓 |
| INTU | INTUIT | $6,486 | 0.00% | 15 | -7 | -31.8% | -$3,027 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,410 | 0.00% | 30 | 1 | 3.4% | $214 | 加仓 |
| KLAC | KLA CORP | $5,890 | 0.00% | 4 | -15 | -78.9% | -$2.21万 | 减仓 |
| GM | GENERAL MTRS CO | $5,886 | 0.00% | 79 | 2 | 2.6% | $149 | 加仓 |
| NKE | NIKE INC | $5,546 | 0.00% | 105 | -38 | -26.6% | -$2,007 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $5,471 | 0.00% | 56 | -3 | -5.1% | -$293 | 减仓 |
| BX | BLACKSTONE INC | $5,405 | 0.00% | 47 | -6 | -11.3% | -$690 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,387 | 0.00% | 63 | -1 | -1.6% | -$86 | 减仓 |
| ALC | ALCON AG | $5,275 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $5,077 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $4,934 | 0.00% | 26 | -1 | -3.7% | -$190 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4,877 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $4,811 | 0.00% | 32 | -7 | -17.9% | -$1,052 | 减仓 |
| AMT | AMERICAN TOWER CORP | $4,660 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4,599 | 0.00% | 33 | -25 | -43.1% | -$3,484 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4,347 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $4,329 | 0.00% | 27 | -11 | -28.9% | -$1,764 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $4,328 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $4,222 | 0.00% | 12 | 1 | 9.1% | $352 | 加仓 |
| PEP | PEPSICO INC | $4,193 | 0.00% | 27 | -20 | -42.6% | -$3,106 | 减仓 |
| IWR | ISHARES TR | $4,181 | 0.00% | 43 | -244 | -85.0% | -$2.37万 | 减仓 |
| DIS | DISNEY WALT CO | $4,144 | 0.00% | 43 | -32 | -42.7% | -$3,084 | 减仓 |
| FIX | COMFORT SYS USA INC | $4,137 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4,101 | 0.00% | 12 | 2 | 20.0% | $684 | 加仓 |
| VBR | VANGUARD INDEX FDS | $4,072 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3,897 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $3,861 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $3,673 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3,671 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,646 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3,582 | 0.00% | 9 | -9 | -50.0% | -$3,582 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,572 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3,564 | 0.00% | 27 | -29 | -51.8% | -$3,828 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $3,500 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $3,334 | 0.00% | 77 | -64 | -45.4% | -$2,771 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,327 | 0.00% | 11 | -2 | -15.4% | -$605 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,304 | 0.00% | 41 | -33 | -44.6% | -$2,659 | 减仓 |
| MS | MORGAN STANLEY | $3,291 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3,279 | 0.00% | 17 | -13 | -43.3% | -$2,507 | 减仓 |
| WFC | WELLS FARGO & CO | $3,264 | 0.00% | 41 | -3 | -6.8% | -$239 | 减仓 |
| ROST | ROSS STORES INC | $3,249 | 0.00% | 15 | 1 | 7.1% | $217 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,226 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3,174 | 0.00% | 13 | 1 | 8.3% | $244 | 加仓 |
| C | CITIGROUP INC | $3,062 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $3,049 | 0.00% | 44 | -39 | -47.0% | -$2,703 | 减仓 |
| ABBV | ABBVIE INC | $3,045 | 0.00% | 14 | -22 | -61.1% | -$4,785 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3,022 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $3,007 | 0.00% | 12 | 1 | 9.1% | $251 | 加仓 |
| EME | EMCOR GROUP INC | $2,953 | 0.00% | 4 | -4 | -50.0% | -$2,953 | 减仓 |
| UNP | UNION PAC CORP | $2,911 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2,849 | 0.00% | 8 | -16 | -66.7% | -$5,698 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,847 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2,837 | 0.00% | 24 | -1 | -4.0% | -$118 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,772 | 0.00% | 27 | -18 | -40.0% | -$1,848 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,757 | 0.00% | 12 | 1 | 9.1% | $230 | 加仓 |
| CIEN | CIENA CORP | $2,718 | 0.00% | 7 | -5 | -41.7% | -$1,941 | 减仓 |
| — | HONEYWELL INTL INC | $2,712 | 0.00% | 12 | 3 | 33.3% | $678 | 加仓 |
| CMI | CUMMINS INC | $2,690 | 0.00% | 5 | 0 | 0.0% | — | 不变 |