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
DOCN DIGITALOCEAN HLDGS INC $1,4140.00%9 5125.0% $786 加仓
CNP CENTERPOINT ENERGY INC $1,4100.00%32 1260.0% $529 加仓
ALLE ALLEGION PLC $1,4050.00%10 342.9% $422 加仓
HAS HASBRO INC $1,4050.00%17 888.9% $661 加仓
MRNA MODERNA INC $1,4010.00%20 12150.0% $841 加仓
AXS AXIS CAP HLDGS LTD $1,3970.00%13 7116.7% $752 加仓
ALV AUTOLIV INC $1,3950.00%12 571.4% $581 加仓
DUK DUKE ENERGY CORP NEW $1,3930.00%11 457.1% $507 加仓
CFR CULLEN FROST BANKERS INC $1,3910.00%9 480.0% $618 加仓
J JACOBS SOLUTIONS INC $1,3860.00%11 583.3% $630 加仓
NI NISOURCE INC $1,3790.00%29 1493.3% $666 加仓
GPN GLOBAL PMTS INC $1,3790.00%19 14280.0% $1,016 加仓
MIDD MIDDLEBY CORP $1,3770.00%8 4100.0% $688 加仓
LNT ALLIANT ENERGY CORP $1,3740.00%18 763.6% $534 加仓
TRU TRANSUNION $1,3710.00%19 13216.7% $938 加仓
RMD RESMED INC $1,3650.00%7 375.0% $585 加仓
MTG MGIC INVT CORP WIS $1,3540.00%48 2284.6% $621 加仓
TXRH TEXAS ROADHOUSE INC $1,3530.00%7 240.0% $387 加仓
JEF JEFFERIES FINANCIAL GROUP IN $1,3500.00%27 22440.0% $1,100 加仓
UHS UNIVERSAL HLTH SVCS INC $1,3390.00%9 5125.0% $744 加仓
CRUS CIRRUS LOGIC INC $1,3370.00%9 5125.0% $743 加仓
JXN JACKSON FINANCIAL INC $1,3320.00%13 685.7% $615 加仓
RMBS RAMBUS INC DEL $1,3280.00%10 5100.0% $664 加仓
ACLS AXCELIS TECHNOLOGIES INC $1,3270.00%7 5250.0% $948 加仓
AWK AMERICAN WTR WKS CO INC NEW $1,3160.00%10 5100.0% $658 加仓
EHC ENCOMPASS HEALTH CORP $1,3150.00%13 7116.7% $708 加仓
COLB COLUMBIA BKG SYS INC $1,3150.00%41 21105.0% $674 加仓
PNFP PINNACLE FINL PARTNERS INC $1,3120.00%13 8160.0% $807 加仓
Q QNITY ELECTRONICS INC $1,3070.00%8 6300.0% $980 加仓
CMS CMS ENERGY CORP $1,3010.00%17 888.9% $612 加仓
PCG PG&E CORP $1,2960.00%77 41113.9% $690 加仓
DASH DOORDASH INC $1,2920.00%7 -22-75.9% -$4,061 重新持有
ST SENSATA TECHNOLOGIES HLDG PL $1,2890.00%27 1280.0% $573 加仓
AWI ARMSTRONG WORLD INDS INC NEW $1,2840.00%8 5166.7% $802 加仓
ENSG ENSIGN GROUP INC $1,2830.00%8 5166.7% $802 加仓
MTD METTLER TOLEDO INTERNATIONAL $1,2780.00%1 1— $1,278 新建仓
NKE NIKE INC $1,2730.00%31 -74-70.5% -$3,039 减仓
PPL PPL CORP $1,2730.00%35 1359.1% $473 加仓
ONB OLD NATL BANCORP IND $1,2700.00%49 26113.0% $674 加仓
HUT HUT 8 CORP $1,2700.00%11 583.3% $577 加仓
CDW CDW CORP $1,2660.00%9 228.6% $281 加仓
RRC RANGE RES CORP $1,2650.00%34 1470.0% $521 加仓
NYT NEW YORK TIMES CO MTN BE $1,2600.00%18 9100.0% $630 加仓
IAGG ISHARES TR $1,2570.00%25 25— $1,257 新建仓
WMS ADVANCED DRAIN SYS INC DEL $1,2560.00%8 4100.0% $628 加仓
HSIC SCHEIN HENRY INC $1,2530.00%15 666.7% $501 加仓
NXST NEXSTAR MEDIA GROUP INC $1,2510.00%7 375.0% $536 加仓
PTC PTC INC $1,2500.00%11 8266.7% $909 加仓
VLY VALLEY NATL BANCORP $1,2460.00%85 43102.4% $630 加仓
CPA COPA HOLDINGS SA $1,2450.00%8 5166.7% $778 加仓
VSH VISHAY INTERTECHNOLOGY INC $1,2370.00%23 12109.1% $645 加仓
FAF FIRST AMERN FINL CORP $1,2350.00%18 10125.0% $686 加仓
M MACYS INC $1,2250.00%52 2273.3% $518 加仓
KEX KIRBY CORP $1,2240.00%9 480.0% $544 加仓
MSA MSA SAFETY INC $1,2230.00%7 5250.0% $874 加仓
DD DUPONT DE NEMOURS INC $1,2210.00%9 -9-50.0% -$1,221 减仓
SCCO SOUTHERN COPPER CORP $1,2200.00%7 4133.3% $697 加仓
ICLR ICON PUB LTD CO $1,2160.00%7 6600.0% $1,042 重新持有
IDA IDACORP INC $1,2110.00%8 5166.7% $757 加仓
DAR DARLING INGREDIENTS INC $1,2020.00%22 12120.0% $656 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $1,2020.00%21 11110.0% $630 加仓
SSB SOUTHSTATE BK CORP $1,1990.00%12 6100.0% $600 加仓
UHAL/B U HAUL HOLDING COMPANY $1,1960.00%23 14155.6% $728 加仓
VIAV VIAVI SOLUTIONS INC $1,1940.00%25 15150.0% $716 加仓
BBIO BRIDGEBIO PHARMA INC $1,1920.00%16 777.8% $522 加仓
MTRN MATERION CORP $1,1900.00%4 2100.0% $595 加仓
LTH LIFE TIME GROUP HOLDINGS INC $1,1850.00%29 1493.3% $572 加仓
SNEX STONEX GROUP INC $1,1850.00%10 6150.0% $711 加仓
BCPC BALCHEM CORP $1,1830.00%7 5250.0% $845 加仓
ALGN ALIGN TECHNOLOGY INC $1,1810.00%7 5250.0% $844 加仓
CG CARLYLE GROUP INC $1,1800.00%28 15115.4% $632 加仓
PNW PINNACLE WEST CAP CORP $1,1770.00%11 583.3% $535 加仓
EAT BRINKER INTL INC $1,1760.00%7 4133.3% $672 加仓
BIO BIO RAD LABS INC $1,1750.00%4 2100.0% $588 加仓
TTC TORO CO $1,1700.00%12 6100.0% $585 加仓
DCI DONALDSON INC $1,1680.00%13 685.7% $539 加仓
— ARCOSA INC $1,1630.00%8 5166.7% $727 加仓
ECG EVERUS CONSTR GROUP $1,1620.00%7 5250.0% $830 加仓
FSS FEDERAL SIGNAL CORP $1,1570.00%9 5125.0% $643 加仓
CBSH COMMERCE BANCSHARES INC $1,1550.00%20 14233.3% $808 加仓
SWKS SKYWORKS SOLUTIONS INC $1,1530.00%17 10142.9% $678 加仓
BOOT BOOT BARN HLDGS INC $1,1500.00%7 5250.0% $821 加仓
MOH MOLINA HEALTHCARE INC $1,1440.00%5 5— $1,144 新建仓
HRL HORMEL FOODS CORP $1,1420.00%46 25119.0% $621 加仓
AAON AAON INC $1,1420.00%9 480.0% $508 加仓
ONTO ONTO INNOVATION INC $1,1360.00%3 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $1,1340.00%13 7116.7% $611 加仓
FOX FOX CORP $1,1250.00%24 12100.0% $562 加仓
RIOT RIOT PLATFORMS INC $1,1230.00%41 26173.3% $712 加仓
— QORVO INC $1,1200.00%12 7140.0% $653 加仓
RKLB ROCKET LAB CORP $1,1190.00%11 583.3% $509 加仓
NWSA NEWS CORP NEW $1,1180.00%45 26136.8% $646 加仓
FLS FLOWSERVE CORP $1,1130.00%15 787.5% $519 加仓
EFX EQUIFAX INC $1,1120.00%7 4133.3% $635 加仓
GVA GRANITE CONSTR INC $1,1070.00%7 5250.0% $791 加仓
EL LAUDER ESTEE COS INC $1,1060.00%14 11366.7% $869 加仓
MRCY MERCURY SYS INC $1,1010.00%9 5125.0% $612 加仓
LNC LINCOLN NATL CORP IND $1,0960.00%31 17121.4% $601 加仓
MHK MOHAWK INDS INC $1,0920.00%9 5125.0% $607 加仓
ORA ORMAT TECHNOLOGIES INC $1,0890.00%10 5100.0% $544 加仓