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 |
|---|---|---|---|---|---|---|---|---|
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $271.61万 | 0.03% | 44,768 | -1,446 | -3.1% | -$8.77万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $271.86万 | 0.03% | 79,444 | -2,336 | -2.9% | -$7.99万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $272.27万 | 0.03% | 17,909 | -749 | -4.0% | -$11.39万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $272.32万 | 0.03% | 35,270 | -1,145 | -3.1% | -$8.84万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $273.41万 | 0.03% | 48,849 | 48,849 | — | $273.41万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $274.45万 | 0.03% | 37,580 | -1,141 | -2.9% | -$8.33万 | 减仓 |
| UGI | UGI CORP NEW | $274.92万 | 0.03% | 79,594 | -2,659 | -3.2% | -$9.18万 | 减仓 |
| RDDT | REDDIT INC | $277.28万 | 0.03% | 15,974 | 2,663 | 20.0% | $46.22万 | 加仓 |
| THG | HANOVER INS GROUP INC | $278.06万 | 0.03% | 12,986 | -580 | -4.3% | -$12.42万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $278.35万 | 0.03% | 96,347 | -3,601 | -3.6% | -$10.40万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $278.49万 | 0.03% | 145,578 | -7,545 | -4.9% | -$14.43万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $278.56万 | 0.03% | 83,151 | -5,075 | -5.8% | -$17.00万 | 减仓 |
| PPG | PPG INDS INC | $278.60万 | 0.03% | 22,970 | -893 | -3.7% | -$10.83万 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $279.43万 | 0.03% | 116,429 | 104,531 | 878.6% | $250.87万 | 加仓 |
| ES | EVERSOURCE ENERGY | $280.05万 | 0.03% | 38,750 | -1,149 | -2.9% | -$8.30万 | 减仓 |
| HXL | HEXCEL CORP NEW | $280.16万 | 0.03% | 27,999 | -1,077 | -3.7% | -$10.78万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $280.74万 | 0.03% | 123,404 | -3,503 | -2.8% | -$7.97万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $281.23万 | 0.03% | 18,934 | -612 | -3.1% | -$9.09万 | 减仓 |
| MP | MP MATERIALS CORP | $281.76万 | 0.03% | 50,306 | -1,312 | -2.5% | -$7.35万 | 减仓 |
| PPL | PPL CORP | $281.79万 | 0.03% | 77,520 | -1,147 | -1.5% | -$4.17万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $282.75万 | 0.03% | 12,130 | -566 | -4.5% | -$13.19万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $283.25万 | 0.03% | 39,560 | -1,797 | -4.3% | -$12.87万 | 减仓 |
| HUBB | HUBBELL INC | $285.04万 | 0.03% | 5,448 | -207 | -3.7% | -$10.83万 | 减仓 |
| FICO | FAIR ISAAC CORP | $285.67万 | 0.03% | 2,391 | -132 | -5.2% | -$15.77万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $286.42万 | 0.03% | 15,954 | -7,428 | -31.8% | -$133.35万 | 减仓 |
| CART | MAPLEBEAR INC | $288.77万 | 0.03% | 60,987 | -9,438 | -13.4% | -$44.69万 | 减仓 |
| ALV | AUTOLIV INC | $289.15万 | 0.03% | 24,890 | -1,448 | -5.5% | -$16.82万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $290.64万 | 0.03% | 50,328 | -2,189 | -4.2% | -$12.64万 | 减仓 |
| BANF | BANCFIRST CORP | $291.29万 | 0.03% | 26,283 | -1,466 | -5.3% | -$16.25万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $291.70万 | 0.03% | 9,690 | 738 | 8.2% | $22.22万 | 加仓 |
| CAVA | CAVA GROUP INC | $291.96万 | 0.03% | 37,202 | -1,023 | -2.7% | -$8.03万 | 减仓 |
| HAL | HALLIBURTON CO | $292.15万 | 0.03% | 86,054 | -3,015 | -3.4% | -$10.24万 | 减仓 |
| RMD | RESMED INC | $292.34万 | 0.03% | 15,001 | -538 | -3.5% | -$10.48万 | 减仓 |
| ULS | UL SOLUTIONS INC | $294.19万 | 0.03% | 28,882 | -725 | -2.4% | -$7.38万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $294.71万 | 0.03% | 15,918 | -678 | -4.1% | -$12.55万 | 减仓 |
| EIX | EDISON INTL | $294.90万 | 0.03% | 39,610 | -1,310 | -3.2% | -$9.75万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $295.25万 | 0.03% | 34,908 | -2,405 | -6.4% | -$20.34万 | 减仓 |
| H | HYATT HOTELS CORP | $295.26万 | 0.03% | 15,232 | -609 | -3.8% | -$11.80万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $296.84万 | 0.03% | 67,402 | -2,027 | -2.9% | -$8.93万 | 减仓 |
| VICI | VICI PPTYS INC | $298.24万 | 0.03% | 112,332 | -1,142 | -1.0% | -$3.03万 | 减仓 |
| SEIC | SEI INVTS CO | $298.53万 | 0.03% | 34,036 | -1,563 | -4.4% | -$13.71万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $299.82万 | 0.03% | 16,374 | -417 | -2.5% | -$7.64万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $301.04万 | 0.03% | 47,030 | -1,584 | -3.3% | -$10.14万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $301.67万 | 0.03% | 13,941 | -892 | -6.0% | -$19.30万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $301.69万 | 0.03% | 49,207 | -1,579 | -3.1% | -$9.68万 | 减仓 |
| QTWO | Q2 HLDGS INC | $301.97万 | 0.03% | 62,780 | -2,762 | -4.2% | -$13.29万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $302.78万 | 0.03% | 11,833 | -610 | -4.9% | -$15.61万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $302.86万 | 0.03% | 60,596 | -2,771 | -4.4% | -$13.85万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $303.05万 | 0.03% | 3,813 | -10,391 | -73.2% | -$825.87万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $303.67万 | 0.03% | 32,237 | 32,237 | — | $303.67万 | 新建仓 |
| IR | INGERSOLL RAND INC | $303.83万 | 0.03% | 37,057 | -810 | -2.1% | -$6.64万 | 减仓 |
| MPLX | MPLX LP | $304.74万 | 0.03% | 54,099 | -4,387 | -7.5% | -$24.71万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $304.83万 | 0.03% | 33,672 | -2,350 | -6.5% | -$21.27万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $305.36万 | 0.03% | 43,579 | -1,627 | -3.6% | -$11.40万 | 减仓 |
| VNOM | VIPER ENERGY INC | $305.50万 | 0.03% | 72,051 | 840 | 1.2% | $3.56万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $306.03万 | 0.03% | 21,977 | -958 | -4.2% | -$13.34万 | 减仓 |
| GEN | GEN DIGITAL INC | $306.17万 | 0.03% | 123,011 | 27,399 | 28.7% | $68.20万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $308.73万 | 0.03% | 18,794 | 15,313 | 439.9% | $251.55万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $309.34万 | 0.03% | 27,861 | 5,332 | 23.7% | $59.20万 | 加仓 |
| DOV | DOVER CORP | $311.03万 | 0.03% | 13,868 | -481 | -3.4% | -$10.79万 | 减仓 |
| IDA | IDACORP INC | $311.19万 | 0.03% | 20,568 | -143 | -0.7% | -$2.16万 | 减仓 |
| CNC | CENTENE CORP DEL | $311.33万 | 0.03% | 48,502 | -1,097 | -2.2% | -$7.04万 | 减仓 |
| ENS | ENERSYS | $311.38万 | 0.03% | 13,317 | -805 | -5.7% | -$18.82万 | 减仓 |
| ZTS | ZOETIS INC | $312.45万 | 0.03% | 43,480 | -1,548 | -3.4% | -$11.12万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $312.80万 | 0.03% | 38,054 | -1,301 | -3.3% | -$10.69万 | 减仓 |
| IMAX | IMAX CORP | $314.01万 | 0.03% | 78,779 | -4,018 | -4.9% | -$16.02万 | 减仓 |
| IWD | ISHARES TR | $314.36万 | 0.03% | 12,967 | 12,967 | — | $314.36万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $314.70万 | 0.03% | 244,146 | -138,149 | -36.1% | -$178.07万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $316.11万 | 0.03% | 21,756 | -819 | -3.6% | -$11.90万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $319.39万 | 0.03% | 106,997 | -4,130 | -3.7% | -$12.33万 | 减仓 |
| DOCU | DOCUSIGN INC | $320.37万 | 0.03% | 72,124 | -4,626 | -6.0% | -$20.55万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $320.44万 | 0.03% | 13,965 | -634 | -4.3% | -$14.55万 | 减仓 |
| AAON | AAON INC | $320.50万 | 0.03% | 25,264 | -669 | -2.6% | -$8.49万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $321.13万 | 0.03% | 46,126 | -1,449 | -3.0% | -$10.09万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $321.87万 | 0.03% | 124,273 | -8,629 | -6.5% | -$22.35万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $322.12万 | 0.03% | 58,974 | -1,647 | -2.7% | -$9.00万 | 减仓 |
| AEE | AMEREN CORP | $322.30万 | 0.03% | 28,512 | -881 | -3.0% | -$9.96万 | 减仓 |
| KR | KROGER CO | $324.22万 | 0.03% | 58,387 | -3,563 | -5.8% | -$19.79万 | 减仓 |
| RRC | RANGE RES CORP | $325.21万 | 0.03% | 87,445 | -3,354 | -3.7% | -$12.47万 | 减仓 |
| NEOG | NEOGEN CORP | $326.00万 | 0.03% | 362,627 | -17,353 | -4.6% | -$15.60万 | 减仓 |
| MHO | M/I HOMES INC | $326.16万 | 0.03% | 20,285 | 17,293 | 578.0% | $278.05万 | 加仓 |
| DTE | DTE ENERGY CO | $326.56万 | 0.03% | 21,432 | -653 | -3.0% | -$9.95万 | 减仓 |
| DG | DOLLAR GEN CORP | $326.67万 | 0.03% | 28,379 | 4,958 | 21.2% | $57.07万 | 加仓 |
| PAYX | PAYCHEX INC | $326.81万 | 0.03% | 33,236 | -1,136 | -3.3% | -$11.17万 | 减仓 |
| NNN | NNN REIT INC | $328.56万 | 0.03% | 70,613 | -2,176 | -3.0% | -$10.12万 | 减仓 |
| VICR | VICOR CORP | $330.22万 | 0.03% | 8,695 | -11 | -0.1% | -$4,178 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $330.31万 | 0.03% | 16,576 | 16,576 | — | $330.31万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $331.37万 | 0.03% | 19,062 | -758 | -3.8% | -$13.18万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $331.50万 | 0.03% | 9,796 | -983 | -9.1% | -$33.26万 | 减仓 |
| BL | BLACKLINE INC | $331.74万 | 0.03% | 118,183 | -5,902 | -4.8% | -$16.57万 | 减仓 |
| GMED | GLOBUS MED INC | $332.27万 | 0.03% | 42,054 | -640 | -1.5% | -$5.06万 | 减仓 |
| GH | GUARDANT HEALTH INC | $332.95万 | 0.03% | 22,192 | 208 | 0.9% | $3.12万 | 加仓 |
| ACM | AECOM | $333.06万 | 0.03% | 47,716 | -1,831 | -3.7% | -$12.78万 | 减仓 |
| CUBE | CUBESMART | $334.27万 | 0.03% | 84,050 | -3,338 | -3.8% | -$13.28万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $334.72万 | 0.03% | 22,896 | -828 | -3.5% | -$12.10万 | 减仓 |
| WDAY | WORKDAY INC | $334.86万 | 0.03% | 27,353 | 4,701 | 20.8% | $57.55万 | 加仓 |
| CNM | CORE & MAIN INC | $336.96万 | 0.03% | 69,837 | -2,517 | -3.5% | -$12.14万 | 减仓 |
| ADC | AGREE RLTY CORP | $337.04万 | 0.03% | 44,500 | -1,424 | -3.1% | -$10.79万 | 减仓 |
| GME | GAMESTOP CORP | $338.05万 | 0.03% | 153,104 | -4,848 | -3.1% | -$10.70万 | 减仓 |
| BROS | DUTCH BROS INC | $339.68万 | 0.03% | 47,303 | -1,378 | -2.8% | -$9.90万 | 减仓 |