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
GL GLOBE LIFE INC $3,0380.00%17 9112.5% $1,608 加仓
AYI ACUITY INC $3,0140.00%8 5166.7% $1,884 加仓
AEP AMERICAN ELEC PWR CO INC $3,0100.00%22 12120.0% $1,642 加仓
CARR CARRIER GLOBAL CORPORATION $3,0080.00%41 26173.3% $1,908 加仓
CDNS CADENCE DESIGN SYSTEM INC $3,0030.00%8 5166.7% $1,877 加仓
LUV SOUTHWEST AIRLS CO $2,9830.00%58 2893.3% $1,440 加仓
CCL CARNIVAL CORP LTD $2,9720.00%104 104— $2,972 新建仓
EWBC EAST WEST BANCORP INC $2,9700.00%23 12109.1% $1,550 加仓
SYF SYNCHRONY FINANCIAL $2,9660.00%39 21116.7% $1,597 加仓
CTVA CORTEVA INC $2,9650.00%35 1575.0% $1,271 加仓
ATI ATI INC $2,9570.00%15 666.7% $1,183 加仓
SAIA SAIA INC $2,9490.00%7 5250.0% $2,106 加仓
L LOEWS CORP $2,9440.00%26 1285.7% $1,359 加仓
WSO WATSCO INC $2,9180.00%7 6600.0% $2,501 加仓
AME AMETEK INC $2,9040.00%12 6100.0% $1,452 加仓
ALAB ASTERA LABS INC $2,8990.00%6 6— $2,899 新建仓
VTRS VIATRIS INC $2,8910.00%182 92102.2% $1,461 加仓
DRI DARDEN RESTAURANTS INC $2,8850.00%14 8133.3% $1,649 加仓
PHM PULTE GROUP INC $2,8820.00%21 1090.9% $1,372 加仓
WST WEST PHARMACEUTICAL SVSC INC $2,8720.00%8 5166.7% $1,795 加仓
USFD US FOODS HLDG CORP $2,8630.00%28 1275.0% $1,227 加仓
PKG PACKAGING CORP AMER $2,8600.00%12 571.4% $1,192 加仓
RNR RENAISSANCERE HLDGS LTD $2,8530.00%9 5125.0% $1,585 加仓
CAH CARDINAL HEALTH INC $2,8510.00%12 6100.0% $1,426 加仓
TEL TE CONNECTIVITY PLC $2,8230.00%14 555.6% $1,008 加仓
OXY OCCIDENTAL PETE CORP $2,8180.00%58 2787.1% $1,312 加仓
LPLA LPL FINL HLDGS INC $2,8170.00%10 7233.3% $1,972 加仓
CF CF INDUSTRIES HOLD $2,8150.00%26 13100.0% $1,408 加仓
ABT ABBOTT LABORATORIES $2,8130.00%31 414.8% $363 加仓
RF REGIONS FINANCIAL CORP NEW $2,8090.00%93 48106.7% $1,450 加仓
TOL TOLL BROTHERS INC $2,8010.00%17 9112.5% $1,483 加仓
SANM SANMINA CORP $2,7840.00%11 583.3% $1,265 加仓
TPR TAPESTRY INC $2,7820.00%19 990.0% $1,318 加仓
CRBG COREBRIDGE FINL INC $2,7780.00%97 85708.3% $2,434 加仓
CMCSA COMCAST CORP NEW $2,7750.00%113 58105.5% $1,424 加仓
FITB FIFTH THIRD BANCORP $2,7630.00%49 2281.5% $1,241 加仓
DGX QUEST DIAGNOSTICS INC $2,7560.00%13 7116.7% $1,484 加仓
ON ON SEMICONDUCTOR CORP $2,7420.00%29 15107.1% $1,418 加仓
WTS WATTS WATER TECHNOLOGIES INC $2,7410.00%7 5250.0% $1,958 加仓
EVR EVERCORE INC $2,7320.00%8 5166.7% $1,708 加仓
LFUS LITTELFUSE INC $2,7320.00%6 4200.0% $1,821 加仓
NDSN NORDSON CORP $2,7160.00%9 5125.0% $1,509 加仓
AMG AFFILIATED MANAGERS GROUP $2,7080.00%8 5166.7% $1,692 加仓
AIT APPLIED INDL TECHNOLOGIES IN $2,7060.00%8 5166.7% $1,691 加仓
AIZ ASSURANT INC $2,6860.00%10 5100.0% $1,343 加仓
UBER UBER TECHNOLOGIES INC $2,6700.00%37 25208.3% $1,804 加仓
XPO XPO INC $2,6690.00%13 685.7% $1,232 加仓
TDG TRANSDIGM GROUP INC $2,6650.00%2 1100.0% $1,332 重新持有
VMC VULCAN MATLS CO $2,6560.00%9 6200.0% $1,771 加仓
NPO ENPRO INC $2,6390.00%7 5250.0% $1,885 加仓
HSY HERSHEY CO $2,6320.00%15 8114.3% $1,404 加仓
TPL TEXAS PACIFIC LAND CORPORATI $2,6260.00%6 250.0% $875 加仓
HAL HALLIBURTON CO $2,6150.00%77 3897.4% $1,291 加仓
GRMN GARMIN LTD $2,6130.00%11 457.1% $950 加仓
AEIS ADVANCED ENERGY INDS $2,6110.00%7 5250.0% $1,865 加仓
EXPD EXPEDITORS INTL WASH INC $2,6080.00%16 777.8% $1,141 加仓
FSLR FIRST SOLAR INC $2,5960.00%11 6120.0% $1,416 加仓
MAR MARRIOTT INTL INC NEW $2,5950.00%7 375.0% $1,112 加仓
OKTA OKTA INC $2,5930.00%19 16533.3% $2,184 加仓
SYY SYSCO CORP $2,5910.00%31 1482.4% $1,170 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $2,5870.00%24 12100.0% $1,294 加仓
RJF RAYMOND JAMES FINL INC $2,5850.00%17 11183.3% $1,673 加仓
POWL POWELL INDS INC $2,5780.00%9 6200.0% $1,719 加仓
ARW ARROW ELECTRS INC $2,5610.00%12 7140.0% $1,494 加仓
EXPE EXPEDIA GROUP INC $2,5590.00%10 5100.0% $1,280 加仓
VTEB VANGUARD MUN BD FDS $2,5560.00%51 51— $2,556 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $2,5540.00%28 1275.0% $1,095 加仓
FAST FASTENAL CO $2,5460.00%53 2376.7% $1,105 加仓
CSL CARLISLE COS INC $2,5400.00%7 375.0% $1,089 加仓
HBAN HUNTINGTON BANCSHARES INC $2,5360.00%143 6481.0% $1,135 加仓
BURL BURLINGTON STORES INC $2,5350.00%8 5166.7% $1,584 加仓
BWA BORGWARNER INC $2,5240.00%38 1890.0% $1,196 加仓
LH LABCORP HOLDINGS INC $2,5200.00%9 480.0% $1,120 加仓
SYK STRYKER CORPORATION $2,5190.00%8 4100.0% $1,260 加仓
EG EVEREST GROUP LTD $2,5010.00%7 5250.0% $1,786 加仓
DHR DANAHER CORP DEL $2,4770.00%13 8160.0% $1,524 加仓
DOV DOVER CORP $2,4680.00%11 6120.0% $1,346 加仓
ESE ESCO TECHNOLOGIES INC $2,4510.00%7 5250.0% $1,751 加仓
FTAI FTAI AVIATION LTD $2,4350.00%9 5125.0% $1,353 加仓
PPG PPG INDS INC $2,4260.00%20 11122.2% $1,334 加仓
CBRE CBRE GROUP INC $2,4250.00%18 9100.0% $1,212 加仓
BDX BECTON DICKINSON & CO $2,4220.00%16 777.8% $1,060 加仓
BE BLOOM ENERGY CORP $2,4220.00%8 5166.7% $1,514 加仓
DLTR DOLLAR TREE INC $2,4200.00%20 10100.0% $1,210 加仓
PYPL PAYPAL HLDGS INC $2,4190.00%56 2160.0% $907 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $2,4100.00%10 5100.0% $1,205 加仓
CLH CLEAN HARBORS INC $2,3900.00%8 5166.7% $1,494 加仓
PANW PALO ALTO NETWORKS INC $2,3880.00%7 -20-74.1% -$6,823 减仓
RRX REGAL REXNORD CORPORATION $2,3820.00%10 5100.0% $1,191 加仓
MTB M & T BK CORP $2,3810.00%10 5100.0% $1,190 加仓
R RYDER SYS INC $2,3740.00%9 5125.0% $1,319 加仓
AKAM AKAMAI TECHNOLOGIES INC $2,3650.00%20 11122.2% $1,301 加仓
MDB MONGODB INC $2,3520.00%7 5250.0% $1,680 加仓
GNRC GENERAC HLDGS INC $2,3430.00%8 5166.7% $1,464 加仓
NRG NRG ENERGY INC $2,3370.00%16 545.5% $730 加仓
MLI MUELLER INDS INC $2,3360.00%19 990.0% $1,107 加仓
CACI CACI INTL INC $2,3170.00%5 3150.0% $1,390 加仓
AIG AMERICAN INTL GROUP INC $2,3110.00%31 17121.4% $1,267 加仓
WMB WILLIAMS COS INC $2,3050.00%31 -1-3.1% -$74 减仓
KEY KEYCORP $2,3050.00%100 53112.8% $1,222 加仓