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 |
|---|---|---|---|---|---|---|---|---|
| ADMA | ADMA BIOLOGICS INC | $22.22万 | 0.00% | 26,547 | -690 | -2.5% | -$5,775 | 减仓 |
| CRVL | CORVEL CORP | $22.34万 | 0.00% | 3,573 | 0 | 0.0% | — | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC | $22.36万 | 0.00% | 12,469 | 12,469 | — | $22.36万 | 新建仓 |
| LTC | LTC PPTYS INC | $22.54万 | 0.00% | 5,862 | 413 | 7.6% | $1.59万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $22.56万 | 0.00% | 4,862 | 4,862 | — | $22.56万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $22.58万 | 0.00% | 2,616 | 2,616 | — | $22.58万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $22.64万 | 0.00% | 19,183 | 19 | 0.1% | $224 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $22.66万 | 0.00% | 6,203 | 6,203 | — | $22.66万 | 新建仓 |
| KSS | KOHLS CORP | $22.78万 | 0.00% | 12,856 | 17 | 0.1% | $301 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $22.79万 | 0.00% | 5,877 | 5,877 | — | $22.79万 | 新建仓 |
| NBHC | NATIONAL BK HLDGS CORP | $22.80万 | 0.00% | 5,131 | -25 | -0.5% | -$1,111 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $22.82万 | 0.00% | 4,070 | 4,070 | — | $22.82万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $22.91万 | 0.00% | 2,456 | 2,456 | — | $22.91万 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $23.00万 | 0.00% | 3,484 | 25 | 0.7% | $1,651 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $23.10万 | 0.00% | 2,600 | 2,600 | — | $23.10万 | 新建仓 |
| EZPW | EZCORP INC | $23.19万 | 0.00% | 6,708 | 6,708 | — | $23.19万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $23.25万 | 0.00% | 2,851 | 2,851 | — | $23.25万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $23.27万 | 0.00% | 9,185 | -449 | -4.7% | -$1.14万 | 减仓 |
| IPAR | INTERPARFUMS INC | $23.39万 | 0.00% | 2,091 | 2,091 | — | $23.39万 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC | $23.49万 | 0.00% | 886 | 886 | — | $23.49万 | 新建仓 |
| NTST | NETSTREIT CORP | $23.54万 | 0.00% | 11,139 | 11,139 | — | $23.54万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $23.59万 | 0.00% | 11,602 | -128 | -1.1% | -$2,602 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $23.64万 | 0.00% | 4,819 | 69 | 1.5% | $3,385 | 加仓 |
| OFG | OFG BANCORP | $23.75万 | 0.00% | 4,841 | -109 | -2.2% | -$5,349 | 减仓 |
| MKL | MARKEL GROUP INC | $23.83万 | 0.00% | 122 | 122 | — | $23.83万 | 新建仓 |
| TILE | INTERFACE INC | $23.83万 | 0.00% | 6,650 | 6,650 | — | $23.83万 | 新建仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $23.89万 | 0.00% | 4,626 | -24 | -0.5% | -$1,240 | 重新持有 |
| UNIT | UNITI GROUP LLC | $23.92万 | 0.00% | 20,858 | 341 | 1.7% | $3,911 | 加仓 |
| MBC | MASTERBRAND INC | $23.93万 | 0.00% | 23,253 | 8,744 | 60.3% | $9.00万 | 加仓 |
| SPSC | SPS COMM INC | $24.04万 | 0.00% | 4,205 | -110 | -2.5% | -$6,289 | 减仓 |
| PGNY | PROGYNY INC | $24.06万 | 0.00% | 8,344 | -820 | -8.9% | -$2.36万 | 重新持有 |
| CNS | COHEN & STEERS INC | $24.20万 | 0.00% | 3,179 | 3,179 | — | $24.20万 | 新建仓 |
| AIN | ALBANY INTL CORP | $24.23万 | 0.00% | 3,253 | 3,253 | — | $24.23万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $24.28万 | 0.00% | 1,439 | -14 | -1.0% | -$2,362 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $24.43万 | 0.00% | 21,337 | -396 | -1.8% | -$4,534 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $24.79万 | 0.00% | 14,207 | 1,401 | 10.9% | $2.44万 | 加仓 |
| CALX | CALIX INC | $24.81万 | 0.00% | 6,648 | -254 | -3.7% | -$9,479 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $24.81万 | 0.00% | 5,801 | 5,801 | — | $24.81万 | 新建仓 |
| PLUS | EPLUS INC | $24.92万 | 0.00% | 2,994 | 2 | 0.1% | $166 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $24.93万 | 0.00% | 11,706 | 92 | 0.8% | $1,960 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $24.95万 | 0.00% | 3,441 | 3,441 | — | $24.95万 | 新建仓 |
| PBI | PITNEY BOWES INC | $25.00万 | 0.00% | 14,272 | -2,670 | -15.8% | -$4.68万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $25.20万 | 0.00% | 12,985 | -15 | -0.1% | -$291 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $25.41万 | 0.00% | 16,758 | 37 | 0.2% | $561 | 加仓 |
| FBK | FB FINL CORP | $25.48万 | 0.00% | 4,603 | -17 | -0.4% | -$941 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $25.64万 | 0.00% | 5,425 | 10 | 0.2% | $473 | 加仓 |
| BANR | BANNER CORP | $25.85万 | 0.00% | 3,891 | -11 | -0.3% | -$731 | 减仓 |
| SHAK | SHAKE SHACK INC | $25.89万 | 0.00% | 4,621 | 14 | 0.3% | $784 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $26.27万 | 0.00% | 3,552 | -11 | -0.3% | -$814 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $26.29万 | 0.00% | 3,958 | 47 | 1.2% | $3,122 | 加仓 |
| ANDE | ANDERSONS INC | $26.43万 | 0.00% | 3,864 | 19 | 0.5% | $1,300 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $26.47万 | 0.00% | 5,666 | -42 | -0.7% | -$1,962 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $26.75万 | 0.00% | 19,772 | 17 | 0.1% | $230 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $27.06万 | 0.00% | 13,181 | 44 | 0.3% | $903 | 加仓 |
| DNOW | DNOW INC | $27.12万 | 0.00% | 20,909 | -338 | -1.6% | -$4,384 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $27.21万 | 0.00% | 7,230 | -45 | -0.6% | -$1,694 | 重新持有 |
| CRGY | CRESCENT ENERGY COMPANY | $27.49万 | 0.00% | 27,990 | 181 | 0.7% | $1,777 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $27.69万 | 0.00% | 3,460 | -30 | -0.9% | -$2,401 | 减仓 |
| FTAI | FTAI AVIATION LTD | $27.95万 | 0.00% | 1,033 | 1,033 | — | $27.95万 | 新建仓 |
| MSTR | STRATEGY INC | $27.99万 | 0.00% | 3,220 | 3,220 | — | $27.99万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $28.08万 | 0.00% | 8,131 | 67 | 0.8% | $2,314 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $28.10万 | 0.00% | 26,240 | 26,240 | — | $28.10万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $28.21万 | 0.00% | 61,069 | 4,624 | 8.2% | $2.14万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $28.24万 | 0.00% | 47,779 | 47,779 | — | $28.24万 | 新建仓 |
| GPOR | GULFPORT ENERGY CORP | $28.27万 | 0.00% | 1,666 | 1,666 | — | $28.27万 | 新建仓 |
| JOE | ST JOE CO | $28.42万 | 0.00% | 4,538 | -22 | -0.5% | -$1,378 | 减仓 |
| CATH | GLOBAL X FDS | $28.47万 | 0.00% | 3,241 | 3,241 | — | $28.47万 | 新建仓 |
| CUBI | CUSTOMERS BANCORP INC | $28.50万 | 0.00% | 3,603 | -36 | -1.0% | -$2,848 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $28.50万 | 0.00% | 23,421 | 109 | 0.5% | $1,327 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $28.93万 | 0.00% | 5,985 | 783 | 15.1% | $3.79万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $28.98万 | 0.00% | 29,396 | -3,654 | -11.1% | -$3.60万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $29.23万 | 0.00% | 9,599 | 7 | 0.1% | $213 | 加仓 |
| CALY | CALLAWAY GOLF CO | $29.40万 | 0.00% | 15,648 | -345 | -2.2% | -$6,483 | 减仓 |
| NBTB | NBT BANCORP INC | $29.41万 | 0.00% | 5,958 | -29 | -0.5% | -$1,432 | 减仓 |
| LCII | LCI INDS | $29.45万 | 0.00% | 2,781 | 12 | 0.4% | $1,271 | 加仓 |
| ABM | ABM INDS INC | $29.66万 | 0.00% | 6,704 | -2 | -0.0% | -$88 | 减仓 |
| CARG | CARGURUS INC | $29.67万 | 0.00% | 8,702 | -595 | -6.4% | -$2.03万 | 减仓 |
| CENX | CENTURY ALUM CO | $29.73万 | 0.00% | 6,461 | 372 | 6.1% | $1.71万 | 加仓 |
| NGVT | INGEVITY CORP | $29.74万 | 0.00% | 3,983 | -133 | -3.2% | -$9,931 | 减仓 |
| TBBK | BANCORP INC DEL | $29.87万 | 0.00% | 4,769 | -78 | -1.6% | -$4,886 | 减仓 |
| NWL | NEWELL BRANDS INC | $29.88万 | 0.00% | 48,666 | 693 | 1.4% | $4,255 | 加仓 |
| WU | WESTERN UN CO | $29.90万 | 0.00% | 38,837 | 2,463 | 6.8% | $1.90万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $29.94万 | 0.00% | 6,866 | 15 | 0.2% | $654 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $30.19万 | 0.00% | 4,035 | 4,035 | — | $30.19万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $30.21万 | 0.00% | 2,569 | 2,569 | — | $30.21万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $30.25万 | 0.00% | 1,431 | 11 | 0.8% | $2,325 | 加仓 |
| FBNC | FIRST BANCORP N C | $30.30万 | 0.00% | 4,739 | -6 | -0.1% | -$384 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $30.34万 | 0.00% | 17,899 | -253 | -1.4% | -$4,288 | 减仓 |
| HUBG | HUB GROUP INC | $30.38万 | 0.00% | 6,938 | 5 | 0.1% | $219 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $30.55万 | 0.00% | 4,315 | -103,334 | -96.0% | -$731.50万 | 重新持有 |
| KMT | KENNAMETAL INC | $30.59万 | 0.00% | 8,728 | 8 | 0.1% | $280 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $30.64万 | 0.00% | 9,939 | 238 | 2.5% | $7,338 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $30.69万 | 0.00% | 17,845 | -196 | -1.1% | -$3,371 | 减仓 |
| ATEN | A10 NETWORKS INC | $30.81万 | 0.00% | 8,246 | 8,246 | — | $30.81万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $30.86万 | 0.00% | 12,570 | 11 | 0.1% | $270 | 加仓 |
| TRMK | TRUSTMARK CORP | $30.89万 | 0.00% | 6,713 | -40 | -0.6% | -$1,840 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $31.08万 | 0.00% | 14,550 | -26 | -0.2% | -$555 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $31.11万 | 0.00% | 10,534 | -24 | -0.2% | -$709 | 减仓 |
| ROG | ROGERS CORP | $31.14万 | 0.00% | 1,902 | -12 | -0.6% | -$1,965 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $31.29万 | 0.00% | 4,031 | -208 | -4.9% | -$1.61万 | 减仓 |