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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP | $782 | 0.00% | 9 | 2 | 28.6% | $174 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $782 | 0.00% | 11 | 2 | 22.2% | $142 | 加仓 |
| AN | AUTONATION INC | $781 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $779 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $778 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $777 | 0.00% | 32 | -4 | -11.1% | -$97 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $774 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $772 | 0.00% | 8 | -26 | -76.5% | -$2,509 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $771 | 0.00% | 9 | -1 | -10.0% | -$86 | 减仓 |
| DVA | DAVITA INC | $768 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $764 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $764 | 0.00% | 11 | 2 | 22.2% | $139 | 加仓 |
| GGG | GRACO INC | $762 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $756 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $755 | 0.00% | 19 | 19 | — | $755 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $754 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $752 | 0.00% | 3 | 1 | 50.0% | $251 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $750 | 0.00% | 5 | 4 | 400.0% | $600 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $749 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $749 | 0.00% | 3 | 1 | 50.0% | $250 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $747 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $740 | 0.00% | 7 | -2 | -22.2% | -$211 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $740 | 0.00% | 7 | 1 | 16.7% | $106 | 加仓 |
| ANET | ARISTA NETWORKS INC | $737 | 0.00% | 6 | -14 | -70.0% | -$1,720 | 减仓 |
| EVRG | EVERGY INC | $737 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $736 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $736 | 0.00% | 7 | 2 | 40.0% | $210 | 加仓 |
| DTE | DTE ENERGY CO | $731 | 0.00% | 5 | 1 | 25.0% | $146 | 加仓 |
| ARMK | ARAMARK | $730 | 0.00% | 18 | 2 | 12.5% | $81 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $723 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $721 | 0.00% | 9 | 1 | 12.5% | $80 | 加仓 |
| ARW | ARROW ELECTRS INC | $717 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $716 | 0.00% | 4 | -1 | -20.0% | -$179 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $709 | 0.00% | 30 | -2 | -6.2% | -$47 | 减仓 |
| VLTO | VERALTO CORP | $707 | 0.00% | 8 | -1 | -11.1% | -$88 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $706 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $703 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $703 | 0.00% | 6 | 1 | 20.0% | $117 | 加仓 |
| GAP | GAP INC | $702 | 0.00% | 29 | 4 | 16.0% | $97 | 加仓 |
| WLK | WESTLAKE CORPORATION | $701 | 0.00% | 6 | 5 | 500.0% | $584 | 加仓 |
| NI | NISOURCE INC | $700 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $698 | 0.00% | 9 | 1 | 12.5% | $78 | 加仓 |
| PNR | PENTAIR PLC | $697 | 0.00% | 8 | -3 | -27.3% | -$261 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $695 | 0.00% | 13 | 2 | 18.2% | $107 | 加仓 |
| WTFC | WINTRUST FINL CORP | $695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $695 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $694 | 0.00% | 18 | 3 | 20.0% | $116 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $685 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $683 | 0.00% | 26 | -1 | -3.7% | -$26 | 减仓 |
| CNH | CNH INDL N V | $682 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $680 | 0.00% | 8 | -2 | -20.0% | -$170 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $680 | 0.00% | 15 | -2 | -11.8% | -$91 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $680 | 0.00% | 5 | 1 | 25.0% | $136 | 加仓 |
| LFUS | LITTELFUSE INC | $679 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $675 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $668 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $668 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $664 | 0.00% | 11 | 2 | 22.2% | $121 | 加仓 |
| KEX | KIRBY CORP | $664 | 0.00% | 5 | 2 | 66.7% | $266 | 加仓 |
| HSIC | SCHEIN HENRY INC | $663 | 0.00% | 9 | 1 | 12.5% | $74 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $659 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $659 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $657 | 0.00% | 35 | 10 | 40.0% | $188 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $657 | 0.00% | 4 | 2 | 100.0% | $328 | 加仓 |
| MATX | MATSON INC | $656 | 0.00% | 4 | -1 | -20.0% | -$164 | 减仓 |
| EG | EVEREST GROUP LTD | $654 | 0.00% | 2 | -1 | -33.3% | -$327 | 减仓 |
| MOD | MODINE MFG CO | $650 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $649 | 0.00% | 6 | 3 | 100.0% | $324 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $645 | 0.00% | 2 | -9 | -81.8% | -$2,902 | 减仓 |
| PAYX | PAYCHEX INC | $645 | 0.00% | 7 | 2 | 40.0% | $184 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $641 | 0.00% | 11 | 2 | 22.2% | $117 | 加仓 |
| BOKF | BOK FINL CORP | $640 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $638 | 0.00% | 13 | 5 | 62.5% | $245 | 加仓 |
| FOX | FOX CORP | $637 | 0.00% | 12 | -1 | -7.7% | -$53 | 减仓 |
| SNDK | SANDISK CORP | $635 | 0.00% | 1 | 1 | — | $635 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $634 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $633 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $631 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $630 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $629 | 0.00% | 13 | -2 | -13.3% | -$97 | 减仓 |
| SBUX | STARBUCKS CORP | $627 | 0.00% | 7 | -36 | -83.7% | -$3,225 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $627 | 0.00% | 3 | 1 | 50.0% | $209 | 加仓 |
| KVUE | KENVUE INC | $621 | 0.00% | 36 | 5 | 16.1% | $86 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $619 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $616 | 0.00% | 5 | 1 | 25.0% | $123 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $615 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $615 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $610 | 0.00% | 3 | -1 | -25.0% | -$203 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $608 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $607 | 0.00% | 17 | -74 | -81.3% | -$2,642 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $606 | 0.00% | 23 | -1 | -4.2% | -$26 | 减仓 |
| LEA | LEAR CORP | $605 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $605 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $605 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $601 | 0.00% | 6 | 5 | 500.0% | $501 | 加仓 |
| XYL | XYLEM INC | $598 | 0.00% | 5 | -2 | -28.6% | -$239 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $598 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $596 | 0.00% | 6 | -1 | -14.3% | -$99 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $595 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $594 | 0.00% | 7 | 0 | 0.0% | — | 不变 |