MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
New York NY · SEC CIK 0000922127
$102.72亿2026Q2 申报市值
1,449持仓数
24.8%前十大占比 · 第一大 5.1%
99 / 30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
MRVL 新建仓+$2,695.49万
SMTC 加仓+$1,155.45万
ROKU 新建仓+$673.25万
UHS 加仓+$620.65万
PNFP 新建仓+$563.16万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,883.78万
FLEX 减仓-$1,669.81万
HONEYWELL INTL I 清仓-$1,523.56万
TAYLOR MORRISON 减仓-$1,395.92万
NVDA 减仓-$993.95万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -67,405 | -100.0% | -$1,523.56万 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $0 | 0.00% | 0 | -129,103 | -100.0% | -$698.58万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -28,972 | -100.0% | -$398.08万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -10,998 | -100.0% | -$386.36万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -30,040 | -100.0% | -$382.98万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -94,380 | -100.0% | -$331.65万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -122,312 | -100.0% | -$316.54万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -17,496 | -100.0% | -$311.20万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -82,834 | -100.0% | -$277.33万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -47,236 | -100.0% | -$242.65万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -23,742 | -100.0% | -$179.47万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -12,052 | -100.0% | -$78.27万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -44,942 | -100.0% | -$72.31万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -16,854 | -100.0% | -$70.87万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -5,666 | -100.0% | -$57.76万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -13,718 | -100.0% | -$52.97万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,728 | -100.0% | -$47.18万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,912 | -100.0% | -$46.67万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -16,759 | -100.0% | -$45.85万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -9,668 | -100.0% | -$45.18万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,091 | -100.0% | -$24.71万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -9,076 | -100.0% | -$23.51万 | 清仓 |
| STRA | STRATEGIC ED INC | $0 | 0.00% | 0 | -2,660 | -100.0% | -$22.07万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -7,322 | -100.0% | -$20.66万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -12,611 | -100.0% | -$20.54万 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | -6,719 | -100.0% | -$20.53万 | 清仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $0 | 0.00% | 0 | -15,017 | -100.0% | -$15.86万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -13,730 | -100.0% | -$14.86万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -11,246 | -100.0% | -$7.84万 | 清仓 |
| CTKB | CYTEK BIOSCIENCES INC | $0 | 0.00% | 0 | -12,584 | -100.0% | -$5.50万 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $3.28万 | 0.00% | 14,466 | 202 | 1.4% | $458 | 加仓 |
| AGNT | AGNT INC | $5.80万 | 0.00% | 10,727 | 366 | 3.5% | $1,980 | 加仓 |
| RES | RPC INC | $5.96万 | 0.00% | 10,230 | 54 | 0.5% | $315 | 加仓 |
| CXM | SPRINKLR INC | $6.67万 | 0.00% | 12,932 | -1,215 | -8.6% | -$6,269 | 减仓 |
| RWT | REDWOOD TRUST INC | $6.80万 | 0.00% | 14,341 | 98 | 0.7% | $465 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $7.39万 | 0.00% | 17,399 | -862 | -4.7% | -$3,664 | 减仓 |
| LZ | LEGALZOOM COM INC | $7.83万 | 0.00% | 12,779 | -407 | -3.1% | -$2,495 | 减仓 |
| AUR | AURORA INNOVATION INC | $8.08万 | 0.00% | 11,847 | 11,847 | — | $8.08万 | 新建仓 |
| UA | UNDER ARMOUR INC | $8.52万 | 0.00% | 13,691 | 11 | 0.1% | $68 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $8.70万 | 0.00% | 29,706 | -1,039 | -3.4% | -$3,044 | 减仓 |
| CERT | CERTARA INC | $8.75万 | 0.00% | 13,364 | -306 | -2.2% | -$2,004 | 减仓 |
| COTY | COTY INC | $9.15万 | 0.00% | 42,354 | -99,286 | -70.1% | -$21.45万 | 减仓 |
| SABR | SABRE CORP | $9.46万 | 0.00% | 45,277 | 86 | 0.2% | $180 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $11.31万 | 0.00% | 11,330 | 99 | 0.9% | $988 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $11.37万 | 0.00% | 13,359 | -312 | -2.3% | -$2,655 | 减仓 |
| UPWK | UPWORK INC | $11.83万 | 0.00% | 14,148 | -804 | -5.4% | -$6,721 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $11.94万 | 0.00% | 22,033 | -364 | -1.6% | -$1,973 | 减仓 |
| AGNC | AGNC INVT CORP | $12.28万 | 0.00% | 11,270 | 11,270 | — | $12.28万 | 新建仓 |
| AHCO | ADAPTHEALTH CORP | $12.87万 | 0.00% | 12,349 | 68 | 0.6% | $709 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $12.90万 | 0.00% | 15,784 | -66 | -0.4% | -$539 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $13.71万 | 0.00% | 15,689 | 35 | 0.2% | $306 | 加仓 |
| UAA | UNDER ARMOUR INC | $13.82万 | 0.00% | 21,628 | 18 | 0.1% | $115 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $14.17万 | 0.00% | 13,908 | 990 | 7.7% | $1.01万 | 加仓 |
| DCH | DAUCH CORP | $14.73万 | 0.00% | 27,186 | 180 | 0.7% | $976 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $14.93万 | 0.00% | 12,031 | 37 | 0.3% | $459 | 加仓 |
| WEN | WENDYS CO | $15.01万 | 0.00% | 18,108 | 23 | 0.1% | $191 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $15.45万 | 0.00% | 10,928 | -174 | -1.6% | -$2,460 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $15.81万 | 0.00% | 14,589 | -714 | -4.7% | -$7,740 | 减仓 |
| PRGO | PERRIGO CO PLC | $16.47万 | 0.00% | 15,848 | 98 | 0.6% | $1,018 | 加仓 |
| FMC | FMC CORP | $16.47万 | 0.00% | 14,322 | 26 | 0.2% | $299 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $16.57万 | 0.00% | 18,725 | -702 | -3.6% | -$6,213 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $16.77万 | 0.00% | 12,439 | 309 | 2.5% | $4,165 | 加仓 |
| OI | O-I GLASS INC | $16.91万 | 0.00% | 17,558 | 122 | 0.7% | $1,175 | 加仓 |
| TALO | TALOS ENERGY INC | $18.27万 | 0.00% | 14,149 | -247 | -1.7% | -$3,189 | 减仓 |
| TRIP | TRIPADVISOR INC | $18.27万 | 0.00% | 13,327 | 227 | 1.7% | $3,112 | 加仓 |
| — | LEGGETT & PLATT INC | $18.30万 | 0.00% | 15,626 | 127 | 0.8% | $1,487 | 加仓 |
| SONO | SONOS INC | $18.46万 | 0.00% | 13,645 | -188 | -1.4% | -$2,544 | 减仓 |
| VSTS | VESTIS CORPORATION | $18.67万 | 0.00% | 12,861 | 26 | 0.2% | $378 | 加仓 |
| FTRE | FORTREA HLDGS INC | $18.85万 | 0.00% | 10,835 | 261 | 2.5% | $4,541 | 加仓 |
| FLO | FLOWERS FOODS INC | $19.17万 | 0.00% | 24,265 | -56,663 | -70.0% | -$44.76万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $19.52万 | 0.00% | 21,829 | -734 | -3.3% | -$6,562 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $19.53万 | 0.00% | 34,087 | 202 | 0.6% | $1,157 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $19.55万 | 0.00% | 14,362 | 97 | 0.7% | $1,320 | 加仓 |
| HOPE | HOPE BANCORP INC | $20.03万 | 0.00% | 14,643 | -28 | -0.2% | -$383 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $20.19万 | 0.00% | 1,224 | -12 | -1.0% | -$1,979 | 减仓 |
| STBA | S & T BANCORP INC | $20.23万 | 0.00% | 4,121 | 4,121 | — | $20.23万 | 新建仓 |
| HLIT | HARMONIC INC | $20.29万 | 0.00% | 12,427 | -417 | -3.2% | -$6,810 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $20.33万 | 0.00% | 2,137 | 2,137 | — | $20.33万 | 新建仓 |
| ALG | ALAMO GROUP INC | $20.40万 | 0.00% | 1,240 | 6 | 0.5% | $987 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $20.42万 | 0.00% | 3,295 | 3,295 | — | $20.42万 | 新建仓 |
| CCS | CENTURY COMMUNITIES INC | $20.54万 | 0.00% | 2,867 | 2,867 | — | $20.54万 | 新建仓 |
| — | STELLAR BANCORP INC | $20.64万 | 0.00% | 5,249 | 5,249 | — | $20.64万 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $21.05万 | 0.00% | 2,418 | -73 | -2.9% | -$6,355 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $21.17万 | 0.00% | 5,904 | -136 | -2.3% | -$4,877 | 减仓 |
| HCI | HCI GROUP INC | $21.19万 | 0.00% | 1,209 | -19 | -1.5% | -$3,330 | 重新持有 |
| GTY | GETTY RLTY CORP NEW | $21.25万 | 0.00% | 6,371 | 73 | 1.2% | $2,435 | 加仓 |
| CTS | CTS CORP | $21.35万 | 0.00% | 3,275 | 3,275 | — | $21.35万 | 新建仓 |
| PRG | PROG HOLDINGS INC | $21.38万 | 0.00% | 4,588 | 4,588 | — | $21.38万 | 新建仓 |
| CHCO | CITY HLDG CO | $21.45万 | 0.00% | 1,617 | 1,617 | — | $21.45万 | 新建仓 |
| WD | WALKER & DUNLOP INC | $21.51万 | 0.00% | 3,932 | 39 | 1.0% | $2,133 | 重新持有 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $21.60万 | 0.00% | 3,020 | 3,020 | — | $21.60万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $21.60万 | 0.00% | 6,751 | -168 | -2.4% | -$5,376 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $21.73万 | 0.00% | 12,092 | 100 | 0.8% | $1,797 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $21.76万 | 0.00% | 4,485 | 4,485 | — | $21.76万 | 新建仓 |
| NEO | NEOGENOMICS INC | $21.76万 | 0.00% | 14,913 | 106 | 0.7% | $1,547 | 加仓 |
| PLAB | PHOTRONICS INC | $21.97万 | 0.00% | 6,754 | -5 | -0.1% | -$163 | 减仓 |
| CPNG | COUPANG INC | $22.03万 | 0.00% | 12,684 | 12,684 | — | $22.03万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $22.09万 | 0.00% | 4,219 | 4,219 | — | $22.09万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $22.11万 | 0.00% | 31,059 | -1,982 | -6.0% | -$1.41万 | 减仓 |
| PRLB | PROTO LABS INC | $22.21万 | 0.00% | 2,725 | 2,725 | — | $22.21万 | 新建仓 |