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
NXPI NXP SEMICONDUCTORS N V $4,7780.00%17 9112.5% $2,530 加仓
ALC ALCON AG $4,6970.00%70 00.0% — 不变
CI THE CIGNA GROUP $4,6870.00%17 12240.0% $3,308 加仓
TDY TELEDYNE TECHNOLOGIES INC $4,6690.00%7 4133.3% $2,668 加仓
AON AON PLC $4,6440.00%14 7100.0% $2,322 加仓
STLD STEEL DYNAMICS INC $4,5900.00%20 10100.0% $2,295 加仓
AMP AMERIPRISE FINL INC $4,5880.00%10 6150.0% $2,753 加仓
DVN DEVON ENERGY CORP NEW $4,5870.00%111 80258.1% $3,306 加仓
EBAY EBAY INC. $4,5820.00%41 2095.2% $2,235 加仓
F FORD MTR CO $4,5740.00%329 170106.9% $2,363 加仓
PSX PHILLIPS 66 $4,5650.00%27 14107.7% $2,367 加仓
TRGP TARGA RES CORP $4,5590.00%17 -41-70.7% -$1.10万 减仓
VBR VANGUARD INDEX FDS $4,5540.00%19 00.0% — 不变
SNDK SANDISK CORP $4,5480.00%2 1100.0% $2,274 加仓
RBC RBC BEARINGS INC $4,5090.00%7 5250.0% $3,221 加仓
FN FABRINET $4,4970.00%8 5166.7% $2,811 加仓
MKSI MKS INC. $4,4480.00%10 5100.0% $2,224 加仓
TT TRANE TECHNOLOGIES PLC $4,4210.00%9 480.0% $1,965 加仓
AMT AMERICAN TOWER CORP $4,4170.00%27 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $4,3650.00%7 5250.0% $3,118 加仓
UTHR UNITED THERAPEUTICS CORP DEL $4,3350.00%8 5166.7% $2,709 加仓
TWLO TWILIO INC $4,3330.00%21 11110.0% $2,270 加仓
ITW ILLINOIS TOOL WKS INC $4,3280.00%16 8100.0% $2,164 加仓
HOOD ROBINHOOD MKTS INC $4,3130.00%43 -1-2.3% -$100 减仓
CRH CRH PLC $4,2800.00%40 21110.5% $2,247 加仓
SPCX SPACE EXPLORATION TECHN CORP $4,2720.00%25 25— $4,272 新建仓
JCPB J P MORGAN EXCHANGE TRADED F $4,2620.00%91 -271-74.9% -$1.27万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $4,2350.00%110 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $4,2260.00%49 2496.0% $2,070 加仓
HUBB HUBBELL INC $4,1860.00%8 5166.7% $2,616 加仓
OCFC OCEANFIRST FINL CORP $4,1800.00%214 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $4,1530.00%10 5100.0% $2,076 加仓
FCX FREEPORT MCMORAN INC $4,1510.00%66 2665.0% $1,635 加仓
MDLZ MONDELEZ INTL INC $4,1070.00%71 44163.0% $2,545 加仓
MCO MOODYS CORP $4,0770.00%9 6200.0% $2,718 加仓
SCHW SCHWAB CHARLES CORP $4,0600.00%44 2083.3% $1,845 加仓
DY DYCOM INDS INC $4,0450.00%8 5166.7% $2,528 加仓
VMI VALMONT INDS INC $4,0440.00%7 5250.0% $2,889 加仓
RSP INVESCO EXCHANGE TRADED FD T $4,0430.00%19 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $4,0370.00%7 5250.0% $2,884 加仓
WM WASTE MGMT INC DEL $4,0120.00%18 650.0% $1,337 加仓
VRTX VERTEX PHARMACEUTICALS INC $3,9740.00%8 00.0% — 不变
SLB SLB LIMITED $3,9520.00%85 48129.7% $2,232 加仓
PGR PROGRESSIVE CORP $3,9330.00%18 11157.1% $2,404 加仓
USB US BANCORP $3,9260.00%65 35116.7% $2,114 加仓
FTI TECHNIPFMC PLC $3,9120.00%59 2784.4% $1,790 加仓
DELL DELL TECHNOLOGIES INC $3,8840.00%9 5125.0% $2,158 加仓
EMR EMERSON ELEC CO $3,8660.00%27 16145.5% $2,291 加仓
PCAR PACCAR INC $3,8440.00%32 16100.0% $1,922 加仓
WWD WOODWARD INC $3,8290.00%9 480.0% $1,702 加仓
NTRS NORTHERN TR CORP $3,8250.00%22 11100.0% $1,912 加仓
KMI KINDER MORGAN INC DEL $3,8050.00%119 5998.3% $1,887 加仓
NUE NUCOR CORP $3,7870.00%17 9112.5% $2,005 加仓
NSC NORFOLK SOUTHN CORP $3,7760.00%12 6100.0% $1,888 加仓
FDX FEDEX CORP $3,7580.00%12 450.0% $1,253 加仓
AFL AFLAC INC $3,7520.00%32 16100.0% $1,876 加仓
FFIV F5 INC $3,7440.00%9 5125.0% $2,080 加仓
SNX TD SYNNEX CORPORATION $3,7430.00%14 7100.0% $1,872 加仓
ODFL OLD DOMINION FREIGHT LINE IN $3,6830.00%17 9112.5% $1,950 加仓
HLT HILTON WORLDWIDE HLDGS INC $3,6360.00%11 6120.0% $1,983 加仓
BKR BAKER HUGHES COMPANY $3,5520.00%64 2877.8% $1,554 加仓
GD GENERAL DYNAMICS CORP $3,5430.00%10 5100.0% $1,772 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $3,5010.00%10 466.7% $1,400 加仓
KR KROGER CO $3,4990.00%63 2670.3% $1,444 加仓
WSM WILLIAMS SONOMA INC $3,4970.00%15 8114.3% $1,865 加仓
LHX L3HARRIS TECHNOLOGIES INC $3,4880.00%12 6100.0% $1,744 加仓
JBHT HUNT J B TRANS SVCS INC $3,4740.00%12 6100.0% $1,737 加仓
WCC WESCO INTL INC $3,4550.00%10 5100.0% $1,728 加仓
LII LENNOX INTL INC $3,4380.00%6 4200.0% $2,292 加仓
NVT NVENT ELEC PLC $3,3930.00%20 10100.0% $1,696 加仓
CHRW C H ROBINSON WORLDWIDE IN $3,3910.00%18 9100.0% $1,696 加仓
MOG/A MOOG INC $3,3910.00%8 5166.7% $2,119 加仓
WAT WATERS CORP $3,3760.00%9 480.0% $1,500 加仓
RS RELIANCE INC $3,3630.00%9 5125.0% $1,868 加仓
FANG DIAMONDBACK ENERGY INC $3,3400.00%19 10111.1% $1,758 加仓
HPE HEWLETT PACKARD ENTERPRISE C $3,3390.00%74 3380.5% $1,489 加仓
CPAY CORPAY INC $3,3330.00%10 6150.0% $2,000 加仓
FERG FERGUSON ENTERPRISES INC $3,3230.00%14 440.0% $949 加仓
HIG HARTFORD INSURANCE GROUP INC $3,3130.00%25 1178.6% $1,458 加仓
OKE ONEOK INC NEW $3,3040.00%38 20111.1% $1,739 加仓
DHI D R HORTON INC $3,2580.00%20 11122.2% $1,792 加仓
WAB WABTEC $3,2360.00%12 6100.0% $1,618 加仓
HWM HOWMET AEROSPACE INC $3,2270.00%12 -2-14.3% -$538 减仓
APD AIR PRODUCTS AND CHEMICALS I $3,2250.00%11 6120.0% $1,759 加仓
SNA SNAP ON INC $3,2200.00%8 5166.7% $2,012 加仓
RL RALPH LAUREN CORP $3,2120.00%8 5166.7% $2,008 加仓
MEDP MEDPACE HLDGS INC $3,1780.00%6 4200.0% $2,119 加仓
HUM HUMANA INC $3,1780.00%8 00.0% — 重新持有
IDXX IDEXX LABS INC $3,1590.00%6 3100.0% $1,580 加仓
ULTA ULTA BEAUTY INC $3,1570.00%7 375.0% $1,353 加仓
CINF CINCINNATI FINL CORP $3,1480.00%17 888.9% $1,481 加仓
SNPS SYNOPSYS INC $3,1230.00%7 5250.0% $2,231 加仓
COR CENCORA INC $3,1130.00%11 457.1% $1,132 加仓
JLL JONES LANG LASALLE INC $3,1000.00%10 5100.0% $1,550 加仓
NTAP NETAPP INC $3,0960.00%20 11122.2% $1,703 加仓
TFC TRUIST FINL CORP $3,0890.00%62 31100.0% $1,544 加仓
CFG CITIZENS FINL GROUP INC $3,0840.00%44 22100.0% $1,542 加仓
MNST MONSTER BEVERAGE CORP NEW $3,0760.00%32 1588.2% $1,442 加仓
ECL ECOLAB INC $3,0650.00%11 583.3% $1,393 加仓
STT STATE STR CORP $3,0530.00%18 9100.0% $1,526 加仓