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 |
|---|---|---|---|---|---|---|---|---|
| ECG | EVERUS CONSTR GROUP | $105.58万 | 0.01% | 6,362 | 525 | 9.0% | $8.71万 | 加仓 |
| IVV | ISHARES TR | $106.57万 | 0.01% | 1,423 | 1,423 | — | $106.57万 | 新建仓 |
| AES | AES CORP | $107.69万 | 0.01% | 73,456 | -2,274 | -3.0% | -$3.33万 | 减仓 |
| ASH | ASHLAND INC | $109.03万 | 0.01% | 16,548 | -989 | -5.6% | -$6.52万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $110.36万 | 0.01% | 29,003 | 1,987 | 7.4% | $7.56万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $110.93万 | 0.01% | 9,455 | -231 | -2.4% | -$2.71万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $112.56万 | 0.01% | 4,963 | -262 | -5.0% | -$5.94万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $113.24万 | 0.01% | 16,626 | -500 | -2.9% | -$3.41万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $113.38万 | 0.01% | 4,051 | -116 | -2.8% | -$3.25万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $113.65万 | 0.01% | 21,702 | -1,245 | -5.4% | -$6.52万 | 减仓 |
| BAX | BAXTER INTL INC | $113.80万 | 0.01% | 53,376 | -1,505 | -2.7% | -$3.21万 | 减仓 |
| HAS | HASBRO INC | $114.99万 | 0.01% | 13,923 | -255 | -1.8% | -$2.11万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $116.06万 | 0.01% | 109,802 | -3,298 | -2.9% | -$3.49万 | 减仓 |
| GDDY | GODADDY INC | $116.15万 | 0.01% | 13,684 | -688 | -4.8% | -$5.84万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $116.21万 | 0.01% | 6,890 | -228 | -3.2% | -$3.85万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $117.24万 | 0.01% | 26,363 | -762 | -2.8% | -$3.39万 | 减仓 |
| SOLV | SOLVENTUM CORP | $117.46万 | 0.01% | 15,225 | -502 | -3.2% | -$3.87万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $117.74万 | 0.01% | 22,393 | -939 | -4.0% | -$4.94万 | 减仓 |
| IVZ | INVESCO LTD | $118.40万 | 0.01% | 44,866 | -2,362 | -5.0% | -$6.23万 | 减仓 |
| APA | APA CORPORATION | $118.59万 | 0.01% | 36,412 | -1,304 | -3.5% | -$4.25万 | 减仓 |
| BILL | BILL HOLDINGS INC | $118.92万 | 0.01% | 32,887 | -865 | -2.6% | -$3.13万 | 减仓 |
| CLX | CLOROX CO DEL | $118.94万 | 0.01% | 12,462 | -403 | -3.1% | -$3.85万 | 减仓 |
| CSGP | COSTAR GROUP INC | $119.10万 | 0.01% | 42,054 | -3,024 | -6.7% | -$8.56万 | 减仓 |
| HLNE | HAMILTON LANE INC | $119.46万 | 0.01% | 15,154 | -505 | -3.2% | -$3.98万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $121.80万 | 0.01% | 8,565 | -592 | -6.5% | -$8.42万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $122.19万 | 0.01% | 6,828 | -239 | -3.4% | -$4.28万 | 减仓 |
| AVNT | AVIENT CORPORATION | $122.49万 | 0.01% | 33,142 | -1,947 | -5.5% | -$7.20万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $122.63万 | 0.01% | 10,740 | -612 | -5.4% | -$6.99万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $122.73万 | 0.01% | 91,655 | -3,600 | -3.8% | -$4.82万 | 减仓 |
| UDR | UDR INC | $122.76万 | 0.01% | 30,751 | -1,235 | -3.9% | -$4.93万 | 减仓 |
| TRMB | TRIMBLE INC | $122.86万 | 0.01% | 24,005 | -1,298 | -5.1% | -$6.64万 | 减仓 |
| MXL | MAXLINEAR INC | $123.42万 | 0.01% | 9,640 | 9,640 | — | $123.42万 | 新建仓 |
| SJM | SMUCKER J M CO | $123.46万 | 0.01% | 10,974 | -378 | -3.3% | -$4.25万 | 减仓 |
| ALLE | ALLEGION PLC | $124.35万 | 0.01% | 8,851 | -302 | -3.3% | -$4.24万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $125.96万 | 0.01% | 16,795 | -1,013 | -5.7% | -$7.60万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $126.03万 | 0.01% | 69,551 | -3,516 | -4.8% | -$6.37万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $126.34万 | 0.01% | 18,116 | 2,967 | 19.6% | $20.69万 | 加仓 |
| PVH | PVH CORPORATION | $126.95万 | 0.01% | 17,096 | -457 | -2.6% | -$3.39万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $127.10万 | 0.01% | 4,346 | -229 | -5.0% | -$6.70万 | 减仓 |
| MORN | MORNINGSTAR INC | $127.36万 | 0.01% | 8,163 | -636 | -7.2% | -$9.92万 | 减仓 |
| AGX | ARGAN INC | $127.61万 | 0.01% | 1,598 | 10 | 0.6% | $7,986 | 加仓 |
| PNR | PENTAIR PLC | $127.62万 | 0.01% | 16,647 | -762 | -4.4% | -$5.84万 | 减仓 |
| RVTY | REVVITY INC | $127.67万 | 0.01% | 11,475 | -562 | -4.7% | -$6.25万 | 减仓 |
| AGI | ALAMOS GOLD INC | $127.96万 | 0.01% | 42,175 | 36,339 | 622.7% | $110.25万 | 加仓 |
| AVY | AVERY DENNISON CORP | $127.98万 | 0.01% | 7,883 | -337 | -4.1% | -$5.47万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $129.34万 | 0.01% | 4,913 | -319 | -6.1% | -$8.40万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $130.59万 | 0.01% | 6,487 | -562 | -8.0% | -$11.31万 | 减仓 |
| POST | POST HLDGS INC | $130.75万 | 0.01% | 14,814 | -1,359 | -8.4% | -$11.99万 | 减仓 |
| MKC | MCCORMICK & CO INC | $132.06万 | 0.01% | 26,191 | -791 | -2.9% | -$3.99万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $133.18万 | 0.01% | 12,934 | -640 | -4.7% | -$6.59万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $133.59万 | 0.01% | 12,485 | -244 | -1.9% | -$2.61万 | 减仓 |
| PII | POLARIS INC | $133.66万 | 0.01% | 19,529 | -949 | -4.6% | -$6.49万 | 减仓 |
| APTV | APTIV PLC | $133.85万 | 0.01% | 21,807 | -817 | -3.6% | -$5.01万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $134.35万 | 0.01% | 21,224 | -690 | -3.1% | -$4.37万 | 减仓 |
| PTC | PTC INC | $135.62万 | 0.01% | 11,937 | -719 | -5.7% | -$8.17万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $135.95万 | 0.01% | 28,472 | 2,439 | 9.4% | $11.65万 | 加仓 |
| REG | REGENCY CTRS CORP | $136.79万 | 0.01% | 17,154 | -353 | -2.0% | -$2.81万 | 减仓 |
| AIZ | ASSURANT INC | $137.14万 | 0.01% | 5,107 | -220 | -4.1% | -$5.91万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $137.88万 | 0.01% | 1,208 | -94 | -7.2% | -$10.73万 | 减仓 |
| PBF | PBF ENERGY INC | $138.18万 | 0.01% | 30,356 | -1,459 | -4.6% | -$6.64万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $139.30万 | 0.01% | 9,734 | -854 | -8.1% | -$12.22万 | 减仓 |
| YETI | YETI HLDGS INC | $139.36万 | 0.01% | 28,119 | -1,699 | -5.7% | -$8.42万 | 减仓 |
| VSAT | VIASAT INC | $139.72万 | 0.01% | 15,557 | 12 | 0.1% | $1,078 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $139.72万 | 0.01% | 16,136 | -808 | -4.8% | -$7.00万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $140.07万 | 0.01% | 26,604 | -779 | -2.8% | -$4.10万 | 减仓 |
| BCO | BRINKS CO | $140.64万 | 0.01% | 14,884 | -1,037 | -6.5% | -$9.80万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $141.08万 | 0.01% | 30,543 | -1,557 | -4.9% | -$7.19万 | 减仓 |
| KBH | KB HOME | $141.72万 | 0.01% | 22,642 | -1,568 | -6.5% | -$9.81万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $141.91万 | 0.01% | 85,027 | -5,739 | -6.3% | -$9.58万 | 减仓 |
| APPF | APPFOLIO INC | $142.95万 | 0.01% | 8,915 | -411 | -4.4% | -$6.59万 | 减仓 |
| ECHO | ECHOSTAR CORP | $143.02万 | 0.01% | 14,091 | -225 | -1.6% | -$2.28万 | 减仓 |
| GL | GLOBE LIFE INC | $143.05万 | 0.01% | 8,006 | -461 | -5.4% | -$8.24万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $143.06万 | 0.01% | 52,849 | -3,471 | -6.2% | -$9.40万 | 减仓 |
| FHI | FEDERATED HERMES INC | $144.53万 | 0.01% | 26,173 | -2,148 | -7.6% | -$11.86万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $145.14万 | 0.01% | 14,618 | -477 | -3.2% | -$4.74万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $145.55万 | 0.01% | 16,170 | -1,404 | -8.0% | -$12.64万 | 减仓 |
| EG | EVEREST GROUP LTD | $145.64万 | 0.01% | 4,077 | -252 | -5.8% | -$9.00万 | 减仓 |
| THO | THOR INDS INC | $146.59万 | 0.01% | 19,504 | -745 | -3.7% | -$5.60万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $148.04万 | 0.01% | 6,473 | 579 | 9.8% | $13.24万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $148.43万 | 0.01% | 40,788 | -2,505 | -5.8% | -$9.12万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $148.49万 | 0.01% | 19,551 | -1,175 | -5.7% | -$8.92万 | 减仓 |
| KRC | KILROY REALTY CORP | $149.12万 | 0.01% | 39,796 | -1,984 | -4.7% | -$7.43万 | 减仓 |
| BG | BUNGE GLOBAL SA | $149.13万 | 0.01% | 13,973 | -428 | -3.0% | -$4.57万 | 减仓 |
| MAT | MATTEL INC | $149.71万 | 0.01% | 107,859 | -11,247 | -9.4% | -$15.61万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $150.83万 | 0.01% | 16,025 | -453 | -2.7% | -$4.26万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $151.09万 | 0.01% | 32,570 | -1,040 | -3.1% | -$4.82万 | 减仓 |
| VNT | VONTIER CORPORATION | $151.56万 | 0.01% | 52,263 | -213,902 | -80.4% | -$620.32万 | 减仓 |
| DBX | DROPBOX INC | $152.79万 | 0.01% | 55,621 | -11,222 | -16.8% | -$30.83万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $153.22万 | 0.01% | 12,160 | -335 | -2.7% | -$4.22万 | 减仓 |
| BBY | BEST BUY INC | $153.26万 | 0.01% | 20,198 | -525 | -2.5% | -$3.98万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $153.38万 | 0.01% | 29,400 | -2,400 | -7.5% | -$12.52万 | 减仓 |
| GAP | GAP INC | $154.53万 | 0.02% | 82,726 | -4,217 | -4.9% | -$7.88万 | 减仓 |
| FORM | FORMFACTOR INC | $155.42万 | 0.02% | 9,718 | 847 | 9.5% | $13.55万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $156.60万 | 0.02% | 66,048 | -1,974 | -2.9% | -$4.68万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $158.22万 | 0.02% | 35,968 | 35,968 | — | $158.22万 | 新建仓 |
| MUR | MURPHY OIL CORP | $158.56万 | 0.02% | 48,697 | -2,721 | -5.3% | -$8.86万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $159.16万 | 0.02% | 60,401 | -2,399 | -3.8% | -$6.32万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $159.62万 | 0.02% | 42,273 | -1,434 | -3.3% | -$5.41万 | 减仓 |
| G | GENPACT LIMITED | $160.87万 | 0.02% | 58,498 | -2,211 | -3.6% | -$6.08万 | 减仓 |
| ELF | E L F BEAUTY INC | $162.13万 | 0.02% | 21,910 | -720 | -3.2% | -$5.33万 | 减仓 |