HI
HFM Investment Advisors, LLC
趋势追踪型集中型投资策略长期持有型
申报总市值
US$2.6亿
申报季度: 2026-03-31 · 持股只数: 1210
HFM Investment Advisors, LLC在最新一期 13F 报告中披露了 1210 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 3.9%。
机构性格雪花图
- 集中度
- 89.13
- 持仓稳定性
- 3.91
- 动能／逆势
- 100
- 行业集中度
- 52.17
- 多样化
- 100
- 仓位均衡度
- 0
近期动向
加仓 DFCF
+9.9% US$274.8万
减仓 DFAC
+1.5% -US$41.3万
加仓 DFGX
+11.7% US$101.6万
减仓 DFNM
-2.3% -US$49.8万
加仓 DFGR
+10.5% US$55.0万
加仓 DFGP
+12.0% US$53.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 39.16% | -0.81% | +1.47% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-其他 | 20.45% | +0.08% | -1.68% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 12.80% | +0.86% | +9.88% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-其他 | 6.65% | -0.09% | +3.78% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-其他 | 6.60% | -0.31% | -2.33% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 3.83% | +0.33% | +11.74% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 2.10% | +0.18% | +10.54% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.94% | +0.18% | +11.95% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.78% | -0.13% | -11.71% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.62% | -0.04% | -3.44% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | +0.06% | -2.37% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 0.32% | — | — | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | +0.08% | +0.25% | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.28% | -0.03% | -6.29% | |
| 15 | GE | General Electric | 股票-工业 | 0.27% | — | +10.43% | |
| 16 | ROK | Rockwell Automation INC | 股票-工业 | 0.22% | -0.03% | -0.06% | |
| 17 | GEV | GE Vernova INC | 股票-工业 | 0.21% | +0.06% | +9.14% | |
| 18 | MMM | 3m Co | 股票-工业 | 0.19% | -0.03% | -0.86% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | -0.03% | -0.83% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | -0.03% | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.11% | -0.01% | +0.60% | |
| 22 | CEG | Constellation Energy | 股票-公用事业 | 0.11% | -0.03% | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.10% | -0.02% | -7.18% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.07% | +0.03% | +95.06% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.06% | — | +1.26% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.06% | -0.01% | -2.57% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.06% | — | +0.27% | |
| 28 | EXC | Exelon CORP | 股票-公用事业 | 0.06% | +0.01% | — | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.06% | -0.01% | -13.28% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.06% | -0.05% | -28.67% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工业 | 0.05% | — | — | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.05% | -0.01% | -12.73% | |
| 33 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.05% | -0.01% | -12.78% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.05% | +0.02% | +52.89% | |
| 35 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 0.05% | +0.02% | — | |
| 36 | SENEB | Seneca Foods CORP - Cl B | 股票-其他 | 0.05% | +0.02% | — | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.04% | -0.01% | +0.81% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.04% | — | -8.70% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.04% | -0.01% | -18.31% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.03% | — | -0.78% | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.03% | -0.02% | -37.84% | |
| 42 | ELV | Elevance Health INC | 股票-医疗保健 | 0.03% | — | -3.56% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.03% | — | -12.26% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.03% | -0.03% | -51.68% | |
| 45 | SNDA | Sonida Senior Living INC | 股票-其他 | 0.02% | +0.02% | NEW | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.02% | — | — | |
| 47 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.02% | — | +7.16% | |
| 48 | SOLV | Solventum CORP | 股票-医疗保健 | 0.02% | -0.01% | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.02% | — | -1.04% | |
| 50 | ED | Consolidated Edison INC | 股票-公用事业 | 0.02% | — | +0.62% |
1–50 of 1,210
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
HFM Investment Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Sonida Senior Living INC (SNDA); 新建仓: Miami International Holdings (MIAX); 新建仓: Jpmorgan Core Plus Bond ETF (JCPB); 加仓: Dimensional Core Fixed INC (DFCF) — 股数 +9.88%; 加仓: Dimensional US Core Equity 2 (DFAC) — 股数 +1.47%.
FAQ
HFM Investment Advisors, LLC 是什么机构？属于哪种投资人类型？
HFM Investment Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.6亿，分布在 1210 个已申报仓位之中。
HFM Investment Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，HFM Investment Advisors, LLC 按市值排列的前几大持股为：
1. Dimensional US Core Equity 2 (DFAC) — US$1.0亿 (39.2%)
2. Dimensional World Ex US Core (DFAX) — US$5316.9万 (20.4%)
3. Dimensional Core Fixed INC (DFCF) — US$3329.0万 (12.8%)
4. Dimensional US High Profi Et (DUHP) — US$1729.1万 (6.7%)
5. Dimensional National Muni Bd (DFNM) — US$1716.8万 (6.6%)
HFM Investment Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，HFM Investment Advisors, LLC 共进行了 43 项显著调整：新建仓 3 个仓位、加仓 15 个既有持股、减仓 25 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Sonida Senior Living INC (SNDA); 新建仓: Miami International Holdings (MIAX); 新建仓: Jpmorgan Core Plus Bond ETF (JCPB); 加仓: Dimensional Core Fixed INC (DFCF) — 股数 +9.88%; 加仓: Dimensional US Core Equity 2 (DFAC) — 股数 +1.47%
HFM Investment Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，HFM Investment Advisors, LLC 的主要板块分布如下：
• Industrials: 26.7%
• Information Technology: 21.9%
• Health Care: 19.1%
• Energy: 8.1%
• Consumer Discretionary: 6.3%
• Utilities: 5.6%