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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $1.48万 | 0.01% | 62 | 9 | 17.0% | $2,151 | 加仓 |
| CSX | CSX CORP | $1.36万 | 0.00% | 287 | 71 | 32.9% | $3,375 | 加仓 |
| BLK | BLACKROCK INC | $1.35万 | 0.00% | 14 | 5 | 55.6% | $4,808 | 加仓 |
| GLW | CORNING INC | $1.33万 | 0.00% | 52 | 25 | 92.6% | $6,386 | 加仓 |
| CVS | CVS HEALTH CORP | $1.33万 | 0.00% | 129 | 22 | 20.6% | $2,260 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.28万 | 0.00% | 146 | -200 | -57.8% | -$1.76万 | 减仓 |
| IUSB | ISHARES TR | $1.21万 | 0.00% | 262 | -72 | -21.6% | -$3,316 | 减仓 |
| SGOV | ISHARES TR | $1.17万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.16万 | 0.00% | 28 | 23 | 460.0% | $9,560 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1.16万 | 0.00% | 173 | -123 | -41.6% | -$8,263 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.16万 | 0.00% | 12 | 6 | 100.0% | $5,790 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.16万 | 0.00% | 311 | -66 | -17.5% | -$2,454 | 减仓 |
| ETN | EATON CORP PLC | $1.15万 | 0.00% | 27 | 4 | 17.4% | $1,705 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.05万 | 0.00% | 21 | -32 | -60.4% | -$1.60万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1.02万 | 0.00% | 102 | -80 | -44.0% | -$7,976 | 减仓 |
| SPSM | SPDR SERIES TRUST | $9,965 | 0.00% | 173 | -133 | -43.5% | -$7,661 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,815 | 0.00% | 114 | 4 | 3.6% | $344 | 加仓 |
| STIP | ISHARES TR | $9,632 | 0.00% | 95 | -29 | -23.4% | -$2,940 | 减仓 |
| TFI | SPDR SERIES TRUST | $9,382 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $9,200 | 0.00% | 27 | 1 | 3.8% | $341 | 加仓 |
| ORCL | ORACLE CORP | $9,087 | 0.00% | 62 | -25 | -28.7% | -$3,664 | 减仓 |
| URI | UNITED RENTALS INC | $9,064 | 0.00% | 8 | 5 | 166.7% | $5,665 | 加仓 |
| AMGN | AMGEN INC | $9,053 | 0.00% | 25 | 13 | 108.3% | $4,708 | 加仓 |
| GM | GENERAL MTRS CO | $8,788 | 0.00% | 114 | 35 | 44.3% | $2,698 | 加仓 |
| VTV | VANGUARD INDEX FDS | $8,672 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $8,665 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $8,574 | 0.00% | 128 | 7 | 5.8% | $469 | 加仓 |
| MS | MORGAN STANLEY | $8,571 | 0.00% | 41 | 21 | 105.0% | $4,390 | 加仓 |
| SPGI | S&P GLOBAL INC | $8,553 | 0.00% | 21 | 5 | 31.2% | $2,036 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $8,457 | 0.00% | 25 | 14 | 127.3% | $4,736 | 加仓 |
| QCOM | QUALCOMM INC | $8,316 | 0.00% | 45 | 33 | 275.0% | $6,098 | 加仓 |
| COHR | COHERENT CORP | $8,284 | 0.00% | 21 | 11 | 110.0% | $4,339 | 加仓 |
| FLEX | FLEX LTD | $8,266 | 0.00% | 51 | 26 | 104.0% | $4,214 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8,219 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $8,130 | 0.00% | 171 | 13 | 8.2% | $618 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8,044 | 0.00% | 27 | 11 | 68.8% | $3,277 | 加仓 |
| CIEN | CIENA CORP | $7,849 | 0.00% | 16 | 9 | 128.6% | $4,415 | 加仓 |
| CVX | CHEVRON CORPORATION | $7,791 | 0.00% | 47 | -35 | -42.7% | -$5,802 | 减仓 |
| GILD | GILEAD SCIENCES INC | $7,707 | 0.00% | 61 | 28 | 84.8% | $3,538 | 加仓 |
| PYLD | PIMCO ETF TR | $7,691 | 0.00% | 290 | -77 | -21.0% | -$2,042 | 减仓 |
| UNP | UNION PAC CORP | $7,616 | 0.00% | 28 | 16 | 133.3% | $4,352 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7,593 | 0.00% | 23 | 11 | 91.7% | $3,631 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $7,556 | 0.00% | 70 | 14 | 25.0% | $1,511 | 加仓 |
| SCI | SERVICE CORP INTL | $7,521 | 0.00% | 99 | 4 | 4.2% | $304 | 加仓 |
| EME | EMCOR GROUP INC | $7,469 | 0.00% | 9 | 5 | 125.0% | $4,149 | 加仓 |
| TXN | TEXAS INSTRS INC | $7,452 | 0.00% | 25 | 15 | 150.0% | $4,471 | 加仓 |
| C | CITIGROUP INC | $7,418 | 0.00% | 53 | 26 | 96.3% | $3,639 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,367 | 0.00% | 22 | 10 | 83.3% | $3,349 | 加仓 |
| PEP | PEPSICO INC | $7,312 | 0.00% | 54 | 27 | 100.0% | $3,656 | 加仓 |
| MSIF | MSC INCOME FUND INC | $7,185 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $7,168 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $7,133 | 0.00% | 10 | 5 | 100.0% | $3,566 | 加仓 |
| — | CHART INDS INC | $7,104 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $6,876 | 0.00% | 53 | -19 | -26.4% | -$2,465 | 减仓 |
| ABBV | ABBVIE INC | $6,795 | 0.00% | 27 | 13 | 92.9% | $3,272 | 加仓 |
| WFC | WELLS FARGO & CO | $6,777 | 0.00% | 82 | 41 | 100.0% | $3,388 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $6,744 | 0.00% | 101 | -24 | -19.2% | -$1,603 | 减仓 |
| DIS | DISNEY WALT CO | $6,738 | 0.00% | 70 | 27 | 62.8% | $2,599 | 加仓 |
| TJX | TJX COS INC NEW | $6,515 | 0.00% | 43 | 20 | 87.0% | $3,030 | 加仓 |
| CASY | CASEYS GEN STORES INC | $6,359 | 0.00% | 8 | 5 | 166.7% | $3,974 | 加仓 |
| SMLF | ISHARES TR | $6,342 | 0.00% | 72 | -16 | -18.2% | -$1,409 | 减仓 |
| TER | TERADYNE INC | $6,290 | 0.00% | 13 | 7 | 116.7% | $3,387 | 加仓 |
| DAL | DELTA AIR LINES INC | $6,276 | 0.00% | 67 | 33 | 97.1% | $3,091 | 加仓 |
| VST | VISTRA CORP | $6,187 | 0.00% | 39 | 7 | 21.9% | $1,110 | 加仓 |
| APP | APPLOVIN CORP | $6,183 | 0.00% | 12 | 3 | 33.3% | $1,546 | 加仓 |
| JBL | JABIL INC | $6,168 | 0.00% | 16 | 8 | 100.0% | $3,084 | 加仓 |
| RTX | RTX CORPORATION | $6,072 | 0.00% | 32 | 15 | 88.2% | $2,846 | 加仓 |
| CW | CURTISS WRIGHT CORP | $6,063 | 0.00% | 8 | 5 | 166.7% | $3,789 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,034 | 0.00% | 19 | 10 | 111.1% | $3,176 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $6,011 | 0.00% | 132 | -25 | -15.9% | -$1,138 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $5,983 | 0.00% | 62 | 21 | 51.2% | $2,026 | 加仓 |
| BX | BLACKSTONE INC | $5,884 | 0.00% | 50 | 3 | 6.4% | $353 | 加仓 |
| MPC | MARATHON PETE CORP | $5,881 | 0.00% | 23 | 10 | 76.9% | $2,557 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $5,876 | 0.00% | 7 | 5 | 250.0% | $4,197 | 加仓 |
| DE | DEERE & CO | $5,709 | 0.00% | 9 | 5 | 125.0% | $3,172 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5,692 | 0.00% | 29 | -93 | -76.2% | -$1.83万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,664 | 0.00% | 64 | 1 | 1.6% | $88 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5,605 | 0.00% | 11 | 6 | 120.0% | $3,057 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $5,552 | 0.00% | 9 | 5 | 125.0% | $3,084 | 加仓 |
| FTNT | FORTINET INC | $5,531 | 0.00% | 36 | 20 | 125.0% | $3,073 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $5,477 | 0.00% | 134 | -8 | -5.6% | -$327 | 减仓 |
| VLO | VALERO ENERGY CORP | $5,470 | 0.00% | 21 | 11 | 110.0% | $2,865 | 加仓 |
| GWW | WW GRAINGER INC | $5,442 | 0.00% | 4 | 2 | 100.0% | $2,721 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,373 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $5,324 | 0.00% | 57 | 21 | 58.3% | $1,961 | 加仓 |
| ROST | ROSS STORES INC | $5,322 | 0.00% | 25 | 10 | 66.7% | $2,129 | 加仓 |
| NFLX | NETFLIX INC. | $5,284 | 0.00% | 74 | -15 | -16.9% | -$1,071 | 减仓 |
| EMB | ISHARES TR | $5,213 | 0.00% | 55 | -60 | -52.2% | -$5,687 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $5,207 | 0.00% | 29 | 3 | 11.5% | $539 | 加仓 |
| COP | CONOCOPHILLIPS | $5,199 | 0.00% | 50 | 23 | 85.2% | $2,392 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,164 | 0.00% | 13 | 6 | 85.7% | $2,383 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $5,160 | 0.00% | 48 | -109 | -69.4% | -$1.17万 | 减仓 |
| ALL | ALLSTATE CORP | $4,997 | 0.00% | 21 | 11 | 110.0% | $2,617 | 加仓 |
| MTZ | MASTEC INC | $4,993 | 0.00% | 12 | 6 | 100.0% | $2,496 | 加仓 |
| MET | METLIFE INC | $4,992 | 0.00% | 59 | 30 | 103.4% | $2,538 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,968 | 0.00% | 34 | 15 | 78.9% | $2,192 | 加仓 |
| APH | AMPHENOL CORP | $4,937 | 0.00% | 28 | 15 | 115.4% | $2,645 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,925 | 0.00% | 20 | 11 | 122.2% | $2,709 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,896 | 0.00% | 36 | 18 | 100.0% | $2,448 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4,821 | 0.00% | 14 | 9 | 180.0% | $3,099 | 加仓 |