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 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO | $2,677 | 0.00% | 37 | 3 | 8.8% | $217 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,488 | 0.00% | 19 | -49 | -72.1% | -$6,416 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,477 | 0.00% | 9 | 1 | 12.5% | $275 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,471 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $2,382 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2,368 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2,351 | 0.00% | 40 | 2 | 5.3% | $118 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,351 | 0.00% | 6 | 1 | 20.0% | $392 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $2,333 | 0.00% | 10 | 2 | 25.0% | $467 | 加仓 |
| WMB | WILLIAMS COS INC | $2,329 | 0.00% | 32 | 3 | 10.3% | $218 | 加仓 |
| DAL | DELTA AIR LINES INC | $2,260 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2,259 | 0.00% | 7 | 2 | 40.0% | $645 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,256 | 0.00% | 24 | -29 | -54.7% | -$2,726 | 减仓 |
| DE | DEERE & CO | $2,253 | 0.00% | 4 | -4 | -50.0% | -$2,253 | 减仓 |
| ADI | ANALOG DEVICES INC | $2,227 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $2,212 | 0.00% | 32 | 3 | 10.3% | $207 | 加仓 |
| COR | CENCORA INC | $2,199 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2,198 | 0.00% | 36 | 2 | 5.9% | $122 | 加仓 |
| URI | UNITED RENTALS INC | $2,186 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $2,184 | 0.00% | 3 | -3 | -50.0% | -$2,184 | 减仓 |
| GWW | WW GRAINGER INC | $2,182 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,170 | 0.00% | 5 | -1 | -16.7% | -$434 | 减仓 |
| JBL | JABIL INC | $2,125 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2,091 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $2,084 | 0.00% | 5 | -2 | -28.6% | -$834 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,082 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2,073 | 0.00% | 10 | -10 | -50.0% | -$2,073 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,071 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2,051 | 0.00% | 29 | -37 | -56.1% | -$2,617 | 减仓 |
| CW | CURTISS WRIGHT CORP | $2,043 | 0.00% | 3 | -4 | -57.1% | -$2,724 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $2,015 | 0.00% | 31 | 10 | 47.6% | $650 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2,012 | 0.00% | 60 | 3 | 5.3% | $101 | 加仓 |
| CRH | CRH PLC | $1,997 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,967 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1,941 | 0.00% | 10 | 1 | 11.1% | $194 | 加仓 |
| MTZ | MASTEC INC | $1,930 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1,911 | 0.00% | 21 | -47 | -69.1% | -$4,277 | 减仓 |
| SLB | SLB LIMITED | $1,901 | 0.00% | 37 | 5 | 15.6% | $257 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,898 | 0.00% | 4 | 3 | 300.0% | $1,424 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,893 | 0.00% | 14 | 1 | 7.7% | $135 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,885 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1,881 | 0.00% | 9 | 1 | 12.5% | $209 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,873 | 0.00% | 9 | 1 | 12.5% | $208 | 加仓 |
| PCAR | PACCAR INC | $1,848 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1,835 | 0.00% | 159 | 3 | 1.9% | $35 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,815 | 0.00% | 3 | 1 | 50.0% | $605 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,800 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $1,795 | 0.00% | 16 | -1 | -5.9% | -$112 | 减仓 |
| WWD | WOODWARD INC | $1,790 | 0.00% | 5 | 1 | 25.0% | $358 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,780 | 0.00% | 9 | 1 | 12.5% | $198 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,779 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1,779 | 0.00% | 6 | -1 | -14.3% | -$296 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,778 | 0.00% | 4 | -1 | -20.0% | -$444 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,755 | 0.00% | 12 | -35 | -74.5% | -$5,119 | 减仓 |
| AFL | AFLAC INC | $1,755 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1,731 | 0.00% | 2 | -3 | -60.0% | -$2,596 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,722 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $1,717 | 0.00% | 39 | -27 | -40.9% | -$1,189 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,716 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,694 | 0.00% | 6 | 1 | 20.0% | $282 | 加仓 |
| CF | CF INDUSTRIES HOLD | $1,688 | 0.00% | 13 | 1 | 8.3% | $130 | 加仓 |
| IDXX | IDEXX LABS INC | $1,686 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1,674 | 0.00% | 20 | 3 | 17.6% | $251 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,657 | 0.00% | 18 | -3 | -14.3% | -$276 | 减仓 |
| APH | AMPHENOL CORP | $1,643 | 0.00% | 13 | -26 | -66.7% | -$3,286 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,637 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1,627 | 0.00% | 18 | 9 | 100.0% | $814 | 加仓 |
| GRMN | GARMIN LTD | $1,624 | 0.00% | 7 | -6 | -46.2% | -$1,392 | 减仓 |
| NRG | NRG ENERGY INC | $1,608 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1,603 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1,596 | 0.00% | 6 | 1 | 20.0% | $266 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,585 | 0.00% | 16 | -39 | -70.9% | -$3,863 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1,583 | 0.00% | 35 | -16 | -31.4% | -$724 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,579 | 0.00% | 55 | -49 | -47.1% | -$1,407 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,577 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,575 | 0.00% | 8 | -22 | -73.3% | -$4,331 | 减仓 |
| FN | FABRINET | $1,565 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,563 | 0.00% | 8 | 3 | 60.0% | $586 | 加仓 |
| USB | US BANCORP | $1,560 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1,560 | 0.00% | 31 | 7 | 29.2% | $352 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,556 | 0.00% | 27 | 4 | 17.4% | $231 | 加仓 |
| QCOM | QUALCOMM INC | $1,545 | 0.00% | 12 | -23 | -65.7% | -$2,961 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,545 | 0.00% | 2 | 1 | 100.0% | $772 | 加仓 |
| NTRS | NORTHERN TR CORP | $1,535 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $1,522 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $1,521 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,520 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,499 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,495 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $1,494 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1,489 | 0.00% | 5 | 1 | 25.0% | $298 | 加仓 |
| PKG | PACKAGING CORP AMER | $1,486 | 0.00% | 7 | 2 | 40.0% | $425 | 加仓 |
| CME | CME GROUP INC | $1,477 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $1,475 | 0.00% | 16 | 2 | 14.3% | $184 | 加仓 |
| HUBB | HUBBELL INC | $1,472 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,455 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,452 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1,441 | 0.00% | 11 | -27 | -71.1% | -$3,537 | 减仓 |
| ADSK | AUTODESK INC | $1,436 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1,427 | 0.00% | 7 | 0 | 0.0% | — | 不变 |