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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 39.16% | 2,620,847 | 37,892 | 1.5% | $147.25万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,316.91万 | 20.45% | 1,565,178 | -26,809 | -1.7% | -$91.07万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,329.05万 | 12.80% | 788,499 | 70,870 | 9.9% | $299.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,729.14万 | 6.65% | 470,386 | 17,152 | 3.8% | $63.05万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,716.80万 | 6.60% | 358,188 | -8,545 | -2.3% | -$40.96万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $996.47万 | 3.83% | 189,982 | 19,962 | 11.7% | $104.70万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $546.13万 | 2.10% | 205,466 | 19,585 | 10.5% | $52.06万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $504.53万 | 1.94% | 93,449 | 9,976 | 12.0% | $53.86万 | 加仓 |
| AOA | ISHARES TR | $202.64万 | 0.78% | 22,899 | -3,038 | -11.7% | -$26.88万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $160.91万 | 0.62% | 11,632 | -415 | -3.4% | -$5.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $135.81万 | 0.52% | 5,556 | -135 | -2.4% | -$3.30万 | 减仓 |
| CSCO | CISCO SYS INC | $84.41万 | 0.32% | 10,879 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $74.57万 | 0.29% | 4,395 | 11 | 0.3% | $1,866 | 加仓 |
| AOR | ISHARES TR | $72.58万 | 0.28% | 11,278 | -757 | -6.3% | -$4.87万 | 减仓 |
| GE | GE AEROSPACE | $70.60万 | 0.27% | 2,488 | 235 | 10.4% | $6.67万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.82万 | 0.22% | 1,611 | -1 | -0.1% | -$359 | 减仓 |
| GEV | GE VERNOVA INC | $54.21万 | 0.21% | 621 | 52 | 9.1% | $4.54万 | 加仓 |
| MMM | 3M CO | $50.13万 | 0.19% | 3,452 | -30 | -0.9% | -$4,357 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.49万 | 0.16% | 1,670 | -14 | -0.8% | -$3,395 | 减仓 |
| TSLA | TESLA INC | $30.86万 | 0.12% | 830 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $29.09万 | 0.11% | 1,668 | 10 | 0.6% | $1,744 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.68万 | 0.11% | 1,027 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $25.94万 | 0.10% | 1,022 | -79 | -7.2% | -$2.00万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $17.23万 | 0.07% | 2,251 | 1,097 | 95.1% | $8.40万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.61万 | 0.06% | 2,737 | 34 | 1.3% | $2,063 | 加仓 |
| GOOG | ALPHABET INC | $16.32万 | 0.06% | 569 | -15 | -2.6% | -$4,303 | 减仓 |
| PG | PROCTER & GAMBLE CO | $16.18万 | 0.06% | 1,120 | 3 | 0.3% | $433 | 加仓 |
| EXC | EXELON CORP | $15.31万 | 0.06% | 3,124 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $14.83万 | 0.06% | 712 | -109 | -13.3% | -$2.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $14.75万 | 0.06% | 398 | -160 | -28.7% | -$5.93万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $13.87万 | 0.05% | 203 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $13.34万 | 0.05% | 4,436 | -647 | -12.7% | -$1.95万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $13.33万 | 0.05% | 2,819 | -413 | -12.8% | -$1.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $12.19万 | 0.05% | 1,902 | 658 | 52.9% | $4.22万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $12.09万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| — | SENECA FOODS CORP NEW | $11.93万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $11.47万 | 0.04% | 124 | 1 | 0.8% | $925 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $11.15万 | 0.04% | 2,203 | -210 | -8.7% | -$1.06万 | 减仓 |
| GOOGL | ALPHABET INC | $10.27万 | 0.04% | 357 | -80 | -18.3% | -$2.30万 | 减仓 |
| AVGO | BROADCOM INC | $7.92万 | 0.03% | 256 | -2 | -0.8% | -$619 | 减仓 |
| AOM | ISHARES TR | $7.73万 | 0.03% | 1,631 | -993 | -37.8% | -$4.71万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $7.16万 | 0.03% | 244 | -9 | -3.6% | -$2,641 | 减仓 |
| WMT | WALMART INC | $6.85万 | 0.03% | 551 | -77 | -12.3% | -$9,570 | 减仓 |
| META | META PLATFORMS INC | $6.58万 | 0.03% | 115 | -123 | -51.7% | -$7.04万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $6.42万 | 0.02% | 1,991 | 1,991 | — | $6.42万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6.22万 | 0.02% | 306 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $5.96万 | 0.02% | 838 | 56 | 7.2% | $3,986 | 加仓 |
| SOLV | SOLVENTUM CORP | $5.60万 | 0.02% | 858 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $5.59万 | 0.02% | 190 | -2 | -1.0% | -$588 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5.54万 | 0.02% | 489 | 3 | 0.6% | $340 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5.40万 | 0.02% | 108 | 1 | 0.9% | $500 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $5.06万 | 0.02% | 1,301 | 1,301 | — | $5.06万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.02万 | 0.02% | 1,000 | 2 | 0.2% | $100 | 加仓 |
| INTC | INTEL CORP | $5.00万 | 0.02% | 1,134 | -48 | -4.1% | -$2,118 | 减仓 |
| RSG | REPUBLIC SVCS INC | $4.87万 | 0.02% | 222 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $4.63万 | 0.02% | 436 | 56 | 14.7% | $5,941 | 加仓 |
| MCD | MCDONALDS CORP | $4.07万 | 0.02% | 131 | -7 | -5.1% | -$2,176 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3.93万 | 0.02% | 819 | 111 | 15.7% | $5,333 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.77万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.67万 | 0.01% | 678 | 239 | 54.4% | $1.29万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $3.66万 | 0.01% | 2,927 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3.56万 | 0.01% | 1,227 | 6 | 0.5% | $174 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3.39万 | 0.01% | 678 | -81 | -10.7% | -$4,047 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $3.32万 | 0.01% | 659 | -96 | -12.7% | -$4,836 | 减仓 |
| PFE | PFIZER INC | $3.22万 | 0.01% | 1,146 | 19 | 1.7% | $534 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3.21万 | 0.01% | 346 | -67 | -16.2% | -$6,223 | 减仓 |
| BAC | BANK AMERICA CORP | $3.03万 | 0.01% | 622 | -4 | -0.6% | -$195 | 减仓 |
| BA | BOEING CO | $3.03万 | 0.01% | 152 | -1 | -0.7% | -$199 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.02万 | 0.01% | 63 | -3 | -4.5% | -$1,438 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.89万 | 0.01% | 29 | 1 | 3.6% | $996 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2.86万 | 0.01% | 32 | -1 | -3.0% | -$895 | 减仓 |
| IWM | ISHARES TR | $2.85万 | 0.01% | 115 | -47 | -29.0% | -$1.17万 | 减仓 |
| AGG | ISHARES TR | $2.72万 | 0.01% | 274 | 36 | 15.1% | $3,574 | 加仓 |
| YUM | YUM BRANDS INC | $2.70万 | 0.01% | 173 | 2 | 1.2% | $312 | 加仓 |
| PWR | QUANTA SVCS INC | $2.69万 | 0.01% | 49 | -9 | -15.5% | -$4,941 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.61万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $2.60万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $2.57万 | 0.01% | 637 | -7 | -1.1% | -$282 | 减仓 |
| SPYI | NEOS ETF TRUST | $2.52万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.39万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2.35万 | 0.01% | 112 | 1 | 0.9% | $210 | 加仓 |
| AOK | ISHARES TR | $2.32万 | 0.01% | 580 | 3 | 0.5% | $120 | 加仓 |
| HD | HOME DEPOT INC | $2.27万 | 0.01% | 69 | 4 | 6.2% | $1,316 | 加仓 |
| KO | COCA COLA CO | $2.25万 | 0.01% | 295 | -68 | -18.7% | -$5,178 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2.24万 | 0.01% | 122 | -1 | -0.8% | -$184 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2.24万 | 0.01% | 178 | -116 | -39.5% | -$1.46万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.99万 | 0.01% | 51 | -3 | -5.6% | -$1,171 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1.99万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.91万 | 0.01% | 157 | 10 | 6.8% | $1,215 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1.89万 | 0.01% | 221 | 7 | 3.3% | $597 | 加仓 |
| LIN | LINDE PLC | $1.88万 | 0.01% | 38 | 2 | 5.6% | $992 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $1.82万 | 0.01% | 182 | 25 | 15.9% | $2,498 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.81万 | 0.01% | 99 | -2 | -2.0% | -$365 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.78万 | 0.01% | 304 | -43 | -12.4% | -$2,517 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1.75万 | 0.01% | 296 | 117 | 65.4% | $6,926 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.71万 | 0.01% | 362 | 362 | — | $1.71万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.71万 | 0.01% | 37 | -2 | -5.1% | -$922 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.70万 | 0.01% | 82 | -40 | -32.8% | -$8,276 | 减仓 |
| IUSB | ISHARES TR | $1.55万 | 0.01% | 334 | -1 | -0.3% | -$46 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.54万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |