13F 机构持仓

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

New York NY · SEC CIK 0000922127

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$102.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.5%
MSFT 2.9%
AMZN 2.4%
GOOGL 2.3%
AVGO 1.9%
GOOG 1.7%
LQD 1.5%
MU 1.4%
META 1.3%

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 5259.0% $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 1,9877.4% $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 2,96719.6% $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%1,598 100.6% $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 36,339622.7% $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 2,4399.4% $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%15,557 120.1% $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 5799.8% $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 8479.5% $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