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 |
|---|---|---|---|---|---|---|---|---|
| CGNX | COGNEX CORP | $447.43万 | 0.04% | 61,782 | -1,721 | -2.7% | -$12.46万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $450.66万 | 0.04% | 132,548 | -5,959 | -4.3% | -$20.26万 | 减仓 |
| RYN | RAYONIER INC | $450.77万 | 0.04% | 211,827 | -23,910 | -10.1% | -$50.88万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $451.73万 | 0.04% | 176,182 | -9,682 | -5.2% | -$24.82万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $455.27万 | 0.04% | 33,451 | -959 | -2.8% | -$13.05万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $455.28万 | 0.04% | 18,570 | -18,073 | -49.3% | -$443.10万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $455.75万 | 0.04% | 176,239 | -9,659 | -5.2% | -$24.98万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $456.16万 | 0.04% | 185,357 | -5,053 | -2.7% | -$12.44万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $457.04万 | 0.04% | 139,638 | -4,919 | -3.4% | -$16.10万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $458.73万 | 0.04% | 104,542 | -4,025 | -3.7% | -$17.66万 | 减仓 |
| — | WEBSTER FINL CORP | $459.60万 | 0.04% | 60,141 | -1,649 | -2.7% | -$12.60万 | 减仓 |
| PEN | PENUMBRA INC | $461.03万 | 0.04% | 14,601 | -433 | -2.9% | -$13.67万 | 减仓 |
| TCBK | TRICO BANCSHARES | $462.45万 | 0.05% | 85,878 | -9,736 | -10.2% | -$52.43万 | 减仓 |
| OMCL | OMNICELL COM | $462.55万 | 0.05% | 111,405 | -5,705 | -4.9% | -$23.69万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $463.95万 | 0.05% | 71,986 | -2,296 | -3.1% | -$14.80万 | 减仓 |
| HSY | HERSHEY CO | $465.40万 | 0.05% | 26,526 | 3,124 | 13.3% | $54.81万 | 加仓 |
| GGG | GRACO INC | $465.78万 | 0.05% | 61,603 | -43,787 | -41.5% | -$331.07万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $469.38万 | 0.05% | 60,278 | -1,933 | -3.1% | -$15.05万 | 减仓 |
| MET | METLIFE INC | $471.29万 | 0.05% | 55,702 | -2,850 | -4.9% | -$24.11万 | 减仓 |
| WAB | WABTEC | $471.34万 | 0.05% | 17,483 | -659 | -3.6% | -$17.77万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $471.66万 | 0.05% | 24,409 | -939 | -3.7% | -$18.14万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $472.95万 | 0.05% | 46,790 | -1,967 | -4.0% | -$19.88万 | 减仓 |
| OC | OWENS CORNING NEW | $475.08万 | 0.05% | 29,887 | -1,610 | -5.1% | -$25.59万 | 减仓 |
| ALLY | ALLY FINL INC | $475.74万 | 0.05% | 103,535 | -4,047 | -3.8% | -$18.60万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $478.60万 | 0.05% | 31,318 | 31,318 | — | $478.60万 | 新建仓 |
| DT | DYNATRACE INC | $480.44万 | 0.05% | 109,415 | -4,882 | -4.3% | -$21.44万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $481.00万 | 0.05% | 224,767 | -14,315 | -6.0% | -$30.63万 | 减仓 |
| — | ELECTRONIC ARTS INC | $481.19万 | 0.05% | 23,468 | -483 | -2.0% | -$9.90万 | 减仓 |
| VEEV | VEEVA SYS INC | $481.23万 | 0.05% | 27,116 | 16,514 | 155.8% | $293.07万 | 加仓 |
| STT | STATE STR CORP | $482.22万 | 0.05% | 28,433 | -1,253 | -4.2% | -$21.25万 | 减仓 |
| TOST | TOAST INC | $485.24万 | 0.05% | 174,421 | 174,421 | — | $485.24万 | 新建仓 |
| RDVT | RED VIOLET INC | $485.69万 | 0.05% | 76,222 | -3,938 | -4.9% | -$25.09万 | 减仓 |
| CVNA | CARVANA CO | $485.84万 | 0.05% | 73,813 | -1,382 | -1.8% | -$9.10万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $486.48万 | 0.05% | 88,548 | 72,988 | 469.1% | $401.00万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $487.56万 | 0.05% | 172,647 | -8,253 | -4.6% | -$23.31万 | 减仓 |
| UNM | UNUM GROUP | $488.84万 | 0.05% | 54,680 | -3,740 | -6.4% | -$33.44万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $489.51万 | 0.05% | 240,426 | -14,245 | -5.6% | -$29.00万 | 减仓 |
| EVR | EVERCORE INC | $489.62万 | 0.05% | 14,340 | -482 | -3.3% | -$16.46万 | 减仓 |
| EXC | EXELON CORP | $491.57万 | 0.05% | 105,442 | -3,337 | -3.1% | -$15.56万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $491.62万 | 0.05% | 9,283 | 691 | 8.0% | $36.59万 | 加仓 |
| HUM | HUMANA INC | $493.11万 | 0.05% | 12,414 | -449 | -3.5% | -$17.84万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $498.00万 | 0.05% | 32,908 | 170 | 0.5% | $2.57万 | 加仓 |
| SYNA | SYNAPTICS INC | $499.58万 | 0.05% | 40,214 | -36,098 | -47.3% | -$448.45万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $501.30万 | 0.05% | 15,819 | -847 | -5.1% | -$26.84万 | 减仓 |
| NTNX | NUTANIX INC | $501.42万 | 0.05% | 98,394 | -5,229 | -5.0% | -$26.65万 | 减仓 |
| SANM | SANMINA CORP | $503.00万 | 0.05% | 19,875 | 13,626 | 218.1% | $344.85万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $503.91万 | 0.05% | 32,306 | -982 | -3.0% | -$15.32万 | 减仓 |
| BWA | BORGWARNER INC | $505.59万 | 0.05% | 76,143 | -3,204 | -4.0% | -$21.27万 | 减仓 |
| NTAP | NETAPP INC | $506.16万 | 0.05% | 32,706 | 4,727 | 16.9% | $73.16万 | 加仓 |
| NKE | NIKE INC | $506.56万 | 0.05% | 123,401 | -3,309 | -2.6% | -$13.58万 | 减仓 |
| EXEL | EXELIXIS INC | $507.71万 | 0.05% | 93,311 | -6,216 | -6.2% | -$33.82万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $509.32万 | 0.05% | 55,846 | -1,704 | -3.0% | -$15.54万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $509.76万 | 0.05% | 41,427 | 31 | 0.1% | $3,815 | 加仓 |
| AA | ALCOA CORP | $510.74万 | 0.05% | 97,956 | -1,285 | -1.3% | -$6.70万 | 减仓 |
| EBAY | EBAY INC. | $511.67万 | 0.05% | 45,787 | -2,281 | -4.7% | -$25.49万 | 减仓 |
| TRU | TRANSUNION | $516.30万 | 0.05% | 71,569 | -5,579 | -7.2% | -$40.25万 | 减仓 |
| XEL | XCEL ENERGY INC | $516.50万 | 0.05% | 64,321 | 1,413 | 2.2% | $11.35万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $516.65万 | 0.05% | 15,432 | 2,959 | 23.7% | $99.06万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $517.14万 | 0.05% | 24,319 | -863 | -3.4% | -$18.35万 | 减仓 |
| PSA | --- | $518.46万 | 0.05% | 16,288 | -512 | -3.0% | -$16.30万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $519.78万 | 0.05% | 46,852 | -3,087 | -6.2% | -$34.25万 | 减仓 |
| NUE | NUCOR CORP | $521.10万 | 0.05% | 23,394 | -944 | -3.9% | -$21.03万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $522.85万 | 0.05% | 59,012 | -1,823 | -3.0% | -$16.15万 | 减仓 |
| RPM | RPM INTL INC | $526.46万 | 0.05% | 47,365 | -1,716 | -3.5% | -$19.07万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $527.12万 | 0.05% | 110,553 | -2,716 | -2.4% | -$12.95万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $533.59万 | 0.05% | 55,605 | -2,730 | -4.7% | -$26.20万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $533.73万 | 0.05% | 17,220 | -866 | -4.8% | -$26.84万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $537.22万 | 0.05% | 196,208 | -11,865 | -5.7% | -$32.49万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $538.08万 | 0.05% | 59,483 | -2,417 | -3.9% | -$21.86万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $539.73万 | 0.05% | 20,328 | -759 | -3.6% | -$20.15万 | 减仓 |
| WSO | WATSCO INC | $541.50万 | 0.05% | 12,994 | -389 | -2.9% | -$16.21万 | 减仓 |
| AZO | AUTOZONE INC | $543.31万 | 0.05% | 1,700 | -62 | -3.5% | -$19.81万 | 减仓 |
| VAL | VALARIS LTD | $545.90万 | 0.05% | 75,193 | -4,044 | -5.1% | -$29.36万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $548.52万 | 0.05% | 27,207 | -4,000 | -12.8% | -$80.64万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $552.60万 | 0.05% | 39,488 | -3,470 | -8.1% | -$48.56万 | 减仓 |
| AFL | AFLAC INC | $553.23万 | 0.05% | 47,184 | -2,472 | -5.0% | -$28.98万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $554.10万 | 0.05% | 24,430 | -1,015 | -4.0% | -$23.02万 | 减仓 |
| YUM | YUM BRANDS INC | $555.08万 | 0.05% | 34,723 | 5,196 | 17.6% | $83.06万 | 加仓 |
| ARMK | ARAMARK | $555.38万 | 0.05% | 97,606 | -3,119 | -3.1% | -$17.75万 | 减仓 |
| DTM | DT MIDSTREAM INC | $555.65万 | 0.05% | 37,866 | -1,097 | -2.8% | -$16.10万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $556.05万 | 0.05% | 57,042 | 31,167 | 120.5% | $303.82万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $557.56万 | 0.05% | 47,127 | -2,265 | -4.6% | -$26.80万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $559.85万 | 0.05% | 186,742 | -10,857 | -5.5% | -$32.55万 | 减仓 |
| F | FORD MTR CO | $560.47万 | 0.05% | 403,217 | -13,512 | -3.2% | -$18.78万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $560.52万 | 0.05% | 23,261 | -25 | -0.1% | -$6,024 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $563.16万 | 0.05% | 55,825 | 55,825 | — | $563.16万 | 新建仓 |
| DY | DYCOM INDS INC | $563.53万 | 0.05% | 11,146 | -338 | -2.9% | -$17.09万 | 减仓 |
| OKE | ONEOK INC NEW | $564.41万 | 0.05% | 64,920 | -1,995 | -3.0% | -$17.34万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $566.88万 | 0.06% | 56,423 | -2,775 | -4.7% | -$27.88万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $568.58万 | 0.06% | 99,367 | 1,330 | 1.4% | $7.61万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $572.70万 | 0.06% | 88,421 | -3,489 | -3.8% | -$22.60万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $573.04万 | 0.06% | 33,264 | -6,203 | -15.7% | -$106.86万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $576.18万 | 0.06% | 24,254 | -848 | -3.4% | -$20.15万 | 减仓 |
| PRI | PRIMERICA INC | $581.53万 | 0.06% | 20,462 | -2,396 | -10.5% | -$68.09万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $586.79万 | 0.06% | 10,175 | -246 | -2.4% | -$14.19万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $588.57万 | 0.06% | 24,710 | -736 | -2.9% | -$17.53万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $589.67万 | 0.06% | 60,810 | -9,610 | -13.6% | -$93.19万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $590.35万 | 0.06% | 80,484 | -3,107 | -3.7% | -$22.79万 | 减仓 |
| MTN | VAIL RESORTS INC | $591.07万 | 0.06% | 43,413 | -33,759 | -43.7% | -$459.63万 | 减仓 |
| WPC | WP CAREY INC | $591.08万 | 0.06% | 82,669 | -1,313 | -1.6% | -$9.39万 | 减仓 |