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
LNG CHENIERE ENERGY INC $1.48万0.01%62 917.0% $2,151 加仓
CSX CSX CORP $1.36万0.00%287 7132.9% $3,375 加仓
BLK BLACKROCK INC $1.35万0.00%14 555.6% $4,808 加仓
GLW CORNING INC $1.33万0.00%52 2592.6% $6,386 加仓
CVS CVS HEALTH CORP $1.33万0.00%129 2220.6% $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 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $1.16万0.00%28 23460.0% $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 6100.0% $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%27 417.4% $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 $9,9650.00%173 -133-43.5% -$7,661 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $9,8150.00%114 43.6% $344 加仓
STIP ISHARES TR $9,6320.00%95 -29-23.4% -$2,940 减仓
TFI SPDR SERIES TRUST $9,3820.00%205 00.0% — 不变
CB CHUBB LIMITED $9,2000.00%27 13.8% $341 加仓
ORCL ORACLE CORP $9,0870.00%62 -25-28.7% -$3,664 减仓
URI UNITED RENTALS INC $9,0640.00%8 5166.7% $5,665 加仓
AMGN AMGEN INC $9,0530.00%25 13108.3% $4,708 加仓
GM GENERAL MTRS CO $8,7880.00%114 3544.3% $2,698 加仓
VTV VANGUARD INDEX FDS $8,6720.00%40 00.0% — 不变
— WARNER BROS DISCOVERY INC $8,6650.00%325 00.0% — 不变
EMN EASTMAN CHEM CO $8,5740.00%128 75.8% $469 加仓
MS MORGAN STANLEY $8,5710.00%41 21105.0% $4,390 加仓
SPGI S&P GLOBAL INC $8,5530.00%21 531.2% $2,036 加仓
AXP AMERICAN EXPRESS CO $8,4570.00%25 14127.3% $4,736 加仓
QCOM QUALCOMM INC $8,3160.00%45 33275.0% $6,098 加仓
COHR COHERENT CORP $8,2840.00%21 11110.0% $4,339 加仓
FLEX FLEX LTD $8,2660.00%51 26104.0% $4,214 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $8,2190.00%1,043 00.0% — 不变
FE FIRSTENERGY CORP $8,1300.00%171 138.2% $618 加仓
MRVL MARVELL TECHNOLOGY INC $8,0440.00%27 1168.8% $3,277 加仓
CIEN CIENA CORP $7,8490.00%16 9128.6% $4,415 加仓
CVX CHEVRON CORPORATION $7,7910.00%47 -35-42.7% -$5,802 减仓
GILD GILEAD SCIENCES INC $7,7070.00%61 2884.8% $3,538 加仓
PYLD PIMCO ETF TR $7,6910.00%290 -77-21.0% -$2,042 减仓
UNP UNION PAC CORP $7,6160.00%28 16133.3% $4,352 加仓
TRV TRAVELERS COMPANIES INC $7,5930.00%23 1191.7% $3,631 加仓
PRU PRUDENTIAL FINL INC $7,5560.00%70 1425.0% $1,511 加仓
SCI SERVICE CORP INTL $7,5210.00%99 44.2% $304 加仓
EME EMCOR GROUP INC $7,4690.00%9 5125.0% $4,149 加仓
TXN TEXAS INSTRS INC $7,4520.00%25 15150.0% $4,471 加仓
C CITIGROUP INC $7,4180.00%53 2696.3% $3,639 加仓
VRT VERTIV HOLDINGS CO $7,3670.00%22 1083.3% $3,349 加仓
PEP PEPSICO INC $7,3120.00%54 27100.0% $3,656 加仓
MSIF MSC INCOME FUND INC $7,1850.00%621 00.0% — 不变
WCN WASTE CONNECTIONS INC $7,1680.00%43 00.0% — 不变
CMI CUMMINS INC $7,1330.00%10 5100.0% $3,566 加仓
— CHART INDS INC $7,1040.00%34 00.0% — 不变
EOG EOG RES INC $6,8760.00%53 -19-26.4% -$2,465 减仓
ABBV ABBVIE INC $6,7950.00%27 1392.9% $3,272 加仓
WFC WELLS FARGO & CO $6,7770.00%82 41100.0% $3,388 加仓
VWOB VANGUARD WHITEHALL FDS $6,7440.00%101 -24-19.2% -$1,603 减仓
DIS DISNEY WALT CO $6,7380.00%70 2762.8% $2,599 加仓
TJX TJX COS INC NEW $6,5150.00%43 2087.0% $3,030 加仓
CASY CASEYS GEN STORES INC $6,3590.00%8 5166.7% $3,974 加仓
SMLF ISHARES TR $6,3420.00%72 -16-18.2% -$1,409 减仓
TER TERADYNE INC $6,2900.00%13 7116.7% $3,387 加仓
DAL DELTA AIR LINES INC $6,2760.00%67 3397.1% $3,091 加仓
VST VISTRA CORP $6,1870.00%39 721.9% $1,110 加仓
APP APPLOVIN CORP $6,1830.00%12 333.3% $1,546 加仓
JBL JABIL INC $6,1680.00%16 8100.0% $3,084 加仓
RTX RTX CORPORATION $6,0720.00%32 1588.2% $2,846 加仓
CW CURTISS WRIGHT CORP $6,0630.00%8 5166.7% $3,789 加仓
RCL ROYAL CARIBBEAN GROUP $6,0340.00%19 10111.1% $3,176 加仓
GSIE GOLDMAN SACHS ETF TR $6,0110.00%132 -25-15.9% -$1,138 减仓
AVEM AMERICAN CENTY ETF TR $5,9830.00%62 2151.2% $2,026 加仓
BX BLACKSTONE INC $5,8840.00%50 36.4% $353 加仓
MPC MARATHON PETE CORP $5,8810.00%23 1076.9% $2,557 加仓
STRL STERLING INFRASTRUCTURE INC $5,8760.00%7 5250.0% $4,197 加仓
DE DEERE & CO $5,7090.00%9 5125.0% $3,172 加仓
VOE VANGUARD INDEX FDS $5,6920.00%29 -93-76.2% -$1.83万 减仓
AVDE AMERICAN CENTY ETF TR $5,6640.00%64 11.6% $88 加仓
LMT LOCKHEED MARTIN CORP $5,6050.00%11 6120.0% $3,057 加仓
CRS CARPENTER TECHNOLOGY CORP $5,5520.00%9 5125.0% $3,084 加仓
FTNT FORTINET INC $5,5310.00%36 20125.0% $3,073 加仓
YUMC YUM CHINA HLDGS INC $5,4770.00%134 -8-5.6% -$327 减仓
VLO VALERO ENERGY CORP $5,4700.00%21 11110.0% $2,865 加仓
GWW WW GRAINGER INC $5,4420.00%4 2100.0% $2,721 加仓
CP CANADIAN PACIFIC KANSAS CITY $5,3730.00%62 00.0% — 不变
NEM NEWMONT CORP $5,3240.00%57 2158.3% $1,961 加仓
ROST ROSS STORES INC $5,3220.00%25 1066.7% $2,129 加仓
NFLX NETFLIX INC. $5,2840.00%74 -15-16.9% -$1,071 减仓
EMB ISHARES TR $5,2130.00%55 -60-52.2% -$5,687 减仓
VRSK VERISK ANALYTICS INC $5,2070.00%29 311.5% $539 加仓
COP CONOCOPHILLIPS $5,1990.00%50 2385.2% $2,392 加仓
ADI ANALOG DEVICES INC $5,1640.00%13 685.7% $2,383 加仓
UPS UNITED PARCEL SVCS INC $5,1600.00%48 -109-69.4% -$1.17万 减仓
ALL ALLSTATE CORP $4,9970.00%21 11110.0% $2,617 加仓
MTZ MASTEC INC $4,9930.00%12 6100.0% $2,496 加仓
MET METLIFE INC $4,9920.00%59 30103.4% $2,538 加仓
JCI JOHNSON CONTROLS INTERNATION $4,9680.00%34 1578.9% $2,192 加仓
APH AMPHENOL CORP $4,9370.00%28 15115.4% $2,645 加仓
PNC PNC FINL SVCS GROUP INC $4,9250.00%20 11122.2% $2,709 加仓
UAL UNITED AIRLS HLDGS INC $4,8960.00%36 18100.0% $2,448 加仓
SHW SHERWIN WILLIAMS CO $4,8210.00%14 9180.0% $3,099 加仓