HFM Investment Advisors, LLC
GLASSBORO NJ · SEC CIK 0002067972
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.15亿 | 40.17% | 2,582,339 | -38,508 | -1.5% | -$170.82万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,654.42万 | 19.83% | 1,534,860 | -30,318 | -1.9% | -$111.69万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,405.18万 | 11.94% | 806,725 | 18,226 | 2.3% | $76.93万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $2,072.18万 | 7.27% | 428,712 | 70,524 | 19.7% | $340.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,999.12万 | 7.01% | 479,061 | 8,675 | 1.8% | $36.20万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,036.57万 | 3.63% | 193,410 | 3,428 | 1.8% | $18.37万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $576.68万 | 2.02% | 199,061 | -6,405 | -3.1% | -$18.56万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $516.01万 | 1.81% | 94,751 | 1,302 | 1.4% | $7.09万 | 加仓 |
| AOA | ISHARES TR | $147.64万 | 0.52% | 15,128 | -7,771 | -33.9% | -$75.84万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $147.58万 | 0.52% | 9,404 | -2,228 | -19.2% | -$34.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $135.37万 | 0.47% | 5,331 | -225 | -4.0% | -$5.71万 | 减仓 |
| CSCO | CISCO SYS INC | $128.49万 | 0.45% | 10,939 | 60 | 0.6% | $7,048 | 加仓 |
| GE | GE AEROSPACE | $93.25万 | 0.33% | 2,495 | 7 | 0.3% | $2,616 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $80.00万 | 0.28% | 1,616 | 5 | 0.3% | $2,475 | 加仓 |
| GEV | GE VERNOVA INC | $73.43万 | 0.26% | 625 | 4 | 0.6% | $4,699 | 加仓 |
| AOR | ISHARES TR | $56.85万 | 0.20% | 8,181 | -3,097 | -27.5% | -$21.52万 | 减仓 |
| MMM | 3M CO | $56.15万 | 0.20% | 3,468 | 16 | 0.5% | $2,591 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.29万 | 0.17% | 1,682 | 12 | 0.7% | $3,374 | 加仓 |
| NVDA | NVIDIA CORPORATION | $40.18万 | 0.14% | 2,008 | 340 | 20.4% | $6.80万 | 加仓 |
| AAPL | APPLE INC | $36.14万 | 0.13% | 1,249 | 227 | 22.2% | $6.57万 | 加仓 |
| TSLA | TESLA INC | $35.33万 | 0.12% | 840 | 10 | 1.2% | $4,206 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.11万 | 0.09% | 1,011 | -16 | -1.6% | -$3,974 | 减仓 |
| GOOG | ALPHABET INC | $21.62万 | 0.08% | 612 | 43 | 7.6% | $1.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $21.11万 | 0.07% | 566 | 168 | 42.2% | $6.27万 | 加仓 |
| AMZN | AMAZON COM INC | $20.50万 | 0.07% | 860 | 148 | 20.8% | $3.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $18.12万 | 0.06% | 312 | 6 | 2.0% | $3,485 | 加仓 |
| PG | PROCTER & GAMBLE CO | $17.04万 | 0.06% | 1,162 | 42 | 3.8% | $6,159 | 加仓 |
| INTC | INTEL CORP | $16.78万 | 0.06% | 1,202 | 68 | 6.0% | $9,495 | 加仓 |
| LLY | ELI LILLY & CO | $16.42万 | 0.06% | 137 | 13 | 10.5% | $1.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.21万 | 0.06% | 2,813 | 76 | 2.8% | $4,378 | 加仓 |
| GOOGL | ALPHABET INC | $14.69万 | 0.05% | 411 | 54 | 15.1% | $1.93万 | 加仓 |
| EXC | EXELON CORP | $14.34万 | 0.05% | 3,075 | -49 | -1.6% | -$2,284 | 减仓 |
| SENEA | SENECA FOODS CORP NEW | $13.92万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| — | SENECA FOODS CORP NEW | $13.89万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $11.50万 | 0.04% | 1,309 | -942 | -41.8% | -$8.28万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $11.25万 | 0.04% | 3,748 | -688 | -15.5% | -$2.06万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $11.23万 | 0.04% | 2,381 | -438 | -15.5% | -$2.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $10.55万 | 0.04% | 208 | 5 | 2.5% | $2,535 | 加仓 |
| AVGO | BROADCOM INC | $10.54万 | 0.04% | 279 | 23 | 9.0% | $8,688 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $9.81万 | 0.03% | 254 | 10 | 4.1% | $3,862 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9.03万 | 0.03% | 1,269 | -633 | -33.3% | -$4.51万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $9.02万 | 0.03% | 1,785 | -418 | -19.0% | -$2.11万 | 减仓 |
| META | META PLATFORMS INC | $8.79万 | 0.03% | 156 | 41 | 35.7% | $2.31万 | 加仓 |
| AOM | ISHARES TR | $8.16万 | 0.03% | 1,637 | 6 | 0.4% | $299 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $8.12万 | 0.03% | 1,991 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $7.59万 | 0.03% | 232 | 42 | 22.1% | $1.37万 | 加仓 |
| SOLV | SOLVENTUM CORP | $6.67万 | 0.02% | 865 | 7 | 0.8% | $540 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5.55万 | 0.02% | 502 | 13 | 2.7% | $1,437 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.43万 | 0.02% | 47 | 26 | 123.8% | $3.00万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $4.92万 | 0.02% | 232 | 10 | 4.5% | $2,122 | 加仓 |
| WMT | WALMART INC | $4.90万 | 0.02% | 433 | -118 | -21.4% | -$1.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4.60万 | 0.02% | 1,086 | 86 | 8.6% | $3,641 | 加仓 |
| MUB | ISHARES TR | $4.50万 | 0.02% | 418 | -18 | -4.1% | -$1,936 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4.35万 | 0.02% | 118 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $3.91万 | 0.01% | 738 | 227 | 44.4% | $1.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.89万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $3.82万 | 0.01% | 53 | 4 | 8.2% | $2,880 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.70万 | 0.01% | 72 | -36 | -33.3% | -$1.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.65万 | 0.01% | 73 | 10 | 15.9% | $5,004 | 加仓 |
| — | TIDAL TRUST II | $3.61万 | 0.01% | 2,898 | 1,058 | 57.5% | $1.32万 | 加仓 |
| MCD | MCDONALDS CORP | $3.54万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $3.46万 | 0.01% | 607 | -15 | -2.4% | -$855 | 减仓 |
| BA | BOEING CO | $3.44万 | 0.01% | 159 | 7 | 4.6% | $1,515 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.42万 | 0.01% | 35 | 3 | 9.4% | $2,934 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.40万 | 0.01% | 531 | -307 | -36.6% | -$1.97万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $3.26万 | 0.01% | 2,927 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $3.06万 | 0.01% | 632 | -187 | -22.8% | -$9,044 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2.88万 | 0.01% | 574 | -104 | -15.3% | -$5,217 | 减仓 |
| V | VISA INC | $2.85万 | 0.01% | 83 | 36 | 76.6% | $1.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.81万 | 0.01% | 30 | 1 | 3.4% | $936 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2.80万 | 0.01% | 555 | -104 | -15.8% | -$5,251 | 减仓 |
| ES | EVERSOURCE ENERGY | $2.79万 | 0.01% | 386 | 10 | 2.7% | $723 | 加仓 |
| T | AT&T INC | $2.76万 | 0.01% | 1,335 | 108 | 8.8% | $2,236 | 加仓 |
| YUM | YUM BRANDS INC | $2.72万 | 0.01% | 171 | -2 | -1.2% | -$318 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.70万 | 0.01% | 452 | -226 | -33.3% | -$1.35万 | 减仓 |
| AGG | ISHARES TR | $2.63万 | 0.01% | 266 | -8 | -2.9% | -$790 | 减仓 |
| KO | COCA COLA CO | $2.46万 | 0.01% | 303 | 8 | 2.7% | $650 | 加仓 |
| AOK | ISHARES TR | $2.42万 | 0.01% | 583 | 3 | 0.5% | $124 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.38万 | 0.01% | 55 | 25 | 83.3% | $1.08万 | 加仓 |
| KLAC | KLA CORP | $2.29万 | 0.01% | 76 | 36 | 90.0% | $1.09万 | 加仓 |
| TGT | TARGET CORP | $2.27万 | 0.01% | 174 | 17 | 10.8% | $2,217 | 加仓 |
| CAT | CATERPILLAR INC | $2.24万 | 0.01% | 21 | 10 | 90.9% | $1.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.23万 | 0.01% | 22 | 6 | 37.5% | $6,068 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $2.18万 | 0.01% | 151 | 127 | 529.2% | $1.84万 | 加仓 |
| PFE | PFIZER INC | $2.13万 | 0.01% | 885 | -261 | -22.8% | -$6,285 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2.11万 | 0.01% | 231 | 10 | 4.5% | $915 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $2.11万 | 0.01% | 149 | -29 | -16.3% | -$4,109 | 减仓 |
| LIN | LINDE PLC | $2.08万 | 0.01% | 40 | 2 | 5.3% | $1,038 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.04万 | 0.01% | 32 | 16 | 100.0% | $1.02万 | 加仓 |
| TMUS | T-MOBILE US INC | $1.93万 | 0.01% | 115 | 3 | 2.7% | $503 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.89万 | 0.01% | 94 | -5 | -5.1% | -$1,003 | 减仓 |
| CSGP | COSTAR GROUP INC | $1.83万 | 0.01% | 645 | 8 | 1.3% | $227 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.79万 | 0.01% | 46 | 4 | 9.5% | $1,560 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.61万 | 0.01% | 89 | 11 | 14.1% | $1,990 | 加仓 |
| CTAS | CINTAS CORP | $1.60万 | 0.01% | 94 | 5 | 5.6% | $850 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.59万 | 0.01% | 22 | 10 | 83.3% | $7,230 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.59万 | 0.01% | 8 | 5 | 166.7% | $9,910 | 加仓 |
| MRK | MERCK & CO INC | $1.57万 | 0.01% | 122 | 35 | 40.2% | $4,498 | 加仓 |
| HD | HOME DEPOT INC | $1.52万 | 0.01% | 43 | -26 | -37.7% | -$9,170 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.49万 | 0.01% | 256 | -48 | -15.8% | -$2,794 | 减仓 |