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 |
|---|---|---|---|---|---|---|---|---|
| AX | AXOS FINANCIAL INC | $63.45万 | 0.01% | 6,515 | 29 | 0.4% | $2,824 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $64.15万 | 0.01% | 8,046 | 8,046 | — | $64.15万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $64.17万 | 0.01% | 16,470 | -1,544 | -8.6% | -$6.02万 | 减仓 |
| AIR | AAR CORP | $64.22万 | 0.01% | 4,493 | 26 | 0.6% | $3,716 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $64.80万 | 0.01% | 5,156 | -436 | -7.8% | -$5.48万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $64.84万 | 0.01% | 22,468 | 1,646 | 7.9% | $4.75万 | 加仓 |
| ABCB | AMERIS BANCORP | $65.18万 | 0.01% | 7,221 | -128 | -1.7% | -$1.16万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $65.18万 | 0.01% | 69,416 | 5,801 | 9.1% | $5.45万 | 加仓 |
| MATX | MATSON INC | $66.63万 | 0.01% | 3,466 | -102 | -2.9% | -$1.96万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $66.69万 | 0.01% | 3,520 | 7 | 0.2% | $1,326 | 加仓 |
| GEF | GREIF INC | $66.70万 | 0.01% | 8,954 | -532 | -5.6% | -$3.96万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $66.84万 | 0.01% | 6,743 | 560 | 9.1% | $5.55万 | 加仓 |
| FOX | FOX CORP | $67.05万 | 0.01% | 14,314 | -740 | -4.9% | -$3.47万 | 减仓 |
| SM | SM ENERGY COMPANY | $68.08万 | 0.01% | 26,086 | 182 | 0.7% | $4,750 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $68.56万 | 0.01% | 103,877 | -5,819 | -5.3% | -$3.84万 | 减仓 |
| ENVA | ENOVA INTL INC | $68.61万 | 0.01% | 2,850 | 21 | 0.7% | $5,055 | 加仓 |
| LYFT | LYFT INC | $68.99万 | 0.01% | 47,220 | 1,660 | 3.6% | $2.43万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $69.35万 | 0.01% | 16,391 | 166 | 1.0% | $7,023 | 加仓 |
| MOS | MOSAIC CO | $69.40万 | 0.01% | 32,749 | -1,006 | -3.0% | -$2.13万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $69.77万 | 0.01% | 5,504 | 446 | 8.8% | $5.65万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $71.49万 | 0.01% | 13,033 | 1,022 | 8.5% | $5.61万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $71.85万 | 0.01% | 17,592 | 180 | 1.0% | $7,351 | 加仓 |
| AOS | SMITH A O CORP | $72.39万 | 0.01% | 11,541 | -420 | -3.5% | -$2.63万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $72.54万 | 0.01% | 2,295 | 43 | 1.9% | $1.36万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $73.22万 | 0.01% | 5,135 | -59 | -1.1% | -$8,413 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $73.83万 | 0.01% | 1,608 | 1,608 | — | $73.83万 | 新建仓 |
| DVA | DAVITA INC | $73.91万 | 0.01% | 3,322 | -240 | -6.7% | -$5.34万 | 减仓 |
| HRL | HORMEL FOODS CORP | $74.59万 | 0.01% | 30,051 | -970 | -3.1% | -$2.41万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $74.87万 | 0.01% | 21,181 | 1,835 | 9.5% | $6.49万 | 加仓 |
| ALAB | ASTERA LABS INC | $75.30万 | 0.01% | 1,559 | 1,559 | — | $75.30万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $75.94万 | 0.01% | 9,097 | -89 | -1.0% | -$7,430 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $76.38万 | 0.01% | 14,203 | 71 | 0.5% | $3,818 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $76.40万 | 0.01% | 25,315 | 1,957 | 8.4% | $5.91万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $76.81万 | 0.01% | 72,395 | -4,078 | -5.3% | -$4.33万 | 减仓 |
| MHK | MOHAWK INDS INC | $77.12万 | 0.01% | 6,356 | 413 | 6.9% | $5.01万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $77.49万 | 0.01% | 9,500 | 312 | 3.4% | $2.54万 | 加仓 |
| GVA | GRANITE CONSTR INC | $79.20万 | 0.01% | 5,010 | 32 | 0.6% | $5,059 | 加仓 |
| TTD | THE TRADE DESK INC | $79.47万 | 0.01% | 43,955 | -2,870 | -6.1% | -$5.19万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $79.97万 | 0.01% | 43,064 | -2,602 | -5.7% | -$4.83万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $80.06万 | 0.01% | 59,481 | 8,581 | 16.9% | $11.55万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $80.16万 | 0.01% | 5,993 | 5 | 0.1% | $669 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $80.53万 | 0.01% | 16,355 | 1,379 | 9.2% | $6.79万 | 加仓 |
| AROC | ARCHROCK INC | $81.72万 | 0.01% | 20,073 | 4 | 0.0% | $163 | 加仓 |
| MAC | MACERICH CO | $81.78万 | 0.01% | 32,466 | 3,156 | 10.8% | $7.95万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $81.79万 | 0.01% | 7,988 | -116 | -1.4% | -$1.19万 | 减仓 |
| EAT | BRINKER INTL INC | $82.52万 | 0.01% | 4,912 | -72 | -1.4% | -$1.21万 | 减仓 |
| BE | BLOOM ENERGY CORP | $82.70万 | 0.01% | 2,732 | -16,620 | -85.9% | -$503.09万 | 减仓 |
| ACMR | ACM RESH INC | $82.92万 | 0.01% | 6,535 | 439 | 7.2% | $5.57万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $83.21万 | 0.01% | 8,570 | -393 | -4.4% | -$3.82万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $83.38万 | 0.01% | 108,566 | 581 | 0.5% | $4,462 | 加仓 |
| LKQ | LKQ CORP | $83.42万 | 0.01% | 31,681 | -18,080 | -36.3% | -$47.60万 | 减仓 |
| MZTI | MARZETTI COMPANY | $83.71万 | 0.01% | 7,333 | -443 | -5.7% | -$5.06万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $83.76万 | 0.01% | 10,029 | -645 | -6.0% | -$5.39万 | 减仓 |
| OLN | OLIN CORP | $83.79万 | 0.01% | 42,277 | -1,257 | -2.9% | -$2.49万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $84.00万 | 0.01% | 7,618 | -302 | -3.8% | -$3.33万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $84.24万 | 0.01% | 11,212 | 1,700 | 17.9% | $12.77万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $85.15万 | 0.01% | 5,308 | 372 | 7.5% | $5.97万 | 加仓 |
| POOL | POOL CORP | $85.72万 | 0.01% | 3,989 | 502 | 14.4% | $10.79万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $85.95万 | 0.01% | 17,010 | 21 | 0.1% | $1,061 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $86.03万 | 0.01% | 16,278 | -281 | -1.7% | -$1.49万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $86.30万 | 0.01% | 3,751 | -194 | -4.9% | -$4.46万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $86.46万 | 0.01% | 5,963 | 15 | 0.3% | $2,175 | 加仓 |
| — | GATES INDL CORP PLC | $88.20万 | 0.01% | 31,535 | 2,484 | 8.6% | $6.95万 | 加仓 |
| ETSY | ETSY INC | $88.94万 | 0.01% | 11,807 | 511 | 4.5% | $3.85万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $89.21万 | 0.01% | 2,220 | 163 | 7.9% | $6.55万 | 加仓 |
| MYRG | MYR GROUP INC | $89.22万 | 0.01% | 1,783 | 7 | 0.4% | $3,503 | 加仓 |
| IT | GARTNER INC | $89.50万 | 0.01% | 6,905 | -587 | -7.8% | -$7.61万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $90.25万 | 0.01% | 12,363 | -417 | -3.3% | -$3.04万 | 减仓 |
| CXT | CRANE NXT CO | $91.48万 | 0.01% | 17,882 | -1,042 | -5.5% | -$5.33万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $91.73万 | 0.01% | 5,369 | 5,369 | — | $91.73万 | 新建仓 |
| PLXS | PLEXUS CORP | $92.13万 | 0.01% | 3,064 | -1 | -0.0% | -$301 | 减仓 |
| RH | RH | $92.27万 | 0.01% | 5,601 | -300 | -5.1% | -$4.94万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $93.05万 | 0.01% | 38,043 | -7,231 | -16.0% | -$17.69万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $93.12万 | 0.01% | 6,299 | -175 | -2.7% | -$2.59万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $93.17万 | 0.01% | 3,148 | -158 | -4.8% | -$4.68万 | 减仓 |
| — | QORVO INC | $93.30万 | 0.01% | 10,003 | 349 | 3.6% | $3.26万 | 加仓 |
| KMX | CARMAX INC | $93.32万 | 0.01% | 17,645 | 1,418 | 8.7% | $7.50万 | 加仓 |
| NWSA | NEWS CORP NEW | $93.49万 | 0.01% | 37,654 | -1,716 | -4.4% | -$4.26万 | 减仓 |
| GKOS | GLAUKOS CORP | $94.02万 | 0.01% | 6,727 | 154 | 2.3% | $2.15万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $94.09万 | 0.01% | 19,679 | -692 | -3.4% | -$3.31万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $94.63万 | 0.01% | 83,668 | -3,923 | -4.5% | -$4.44万 | 减仓 |
| WHR | WHIRLPOOL CORP | $94.78万 | 0.01% | 24,043 | -254 | -1.0% | -$1.00万 | 减仓 |
| EMN | EASTMAN CHEM CO | $95.20万 | 0.01% | 14,213 | 1,155 | 8.8% | $7.74万 | 加仓 |
| VC | VISTEON CORP | $95.71万 | 0.01% | 9,647 | -809 | -7.7% | -$8.03万 | 减仓 |
| SNEX | STONEX GROUP INC | $95.73万 | 0.01% | 8,079 | 63 | 0.8% | $7,465 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $96.20万 | 0.01% | 13,144 | -1,840 | -12.3% | -$13.47万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $98.98万 | 0.01% | 11,062 | -25,656 | -69.9% | -$229.57万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $99.81万 | 0.01% | 47,281 | -1,133 | -2.3% | -$2.39万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $100.39万 | 0.01% | 33,496 | -1,486 | -4.2% | -$4.45万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $100.85万 | 0.01% | 8,170 | -179 | -2.1% | -$2.21万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $100.98万 | 0.01% | 7,331 | -345 | -4.5% | -$4.75万 | 减仓 |
| BXP | BXP INC | $102.00万 | 0.01% | 15,383 | -300 | -1.9% | -$1.99万 | 减仓 |
| MMS | MAXIMUS INC | $102.08万 | 0.01% | 18,988 | -1,917 | -9.2% | -$10.31万 | 减仓 |
| RAL | RALLIANT CORP | $102.52万 | 0.01% | 13,923 | 1,013 | 7.8% | $7.46万 | 加仓 |
| DOCS | DOXIMITY INC | $102.95万 | 0.01% | 49,639 | -1,642 | -3.2% | -$3.41万 | 减仓 |
| PSN | PARSONS CORP DEL | $103.18万 | 0.01% | 19,694 | -584 | -2.9% | -$3.06万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $103.54万 | 0.01% | 11,908 | 1,194 | 11.1% | $10.38万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $103.70万 | 0.01% | 72,769 | -3,836 | -5.0% | -$5.47万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $103.86万 | 0.01% | 31,217 | -1,465 | -4.5% | -$4.87万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $105.06万 | 0.01% | 15,496 | -496 | -3.1% | -$3.36万 | 减仓 |