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
— HONEYWELL INTL INC $00.00%0 -67,405-100.0% -$1,523.56万 清仓
EFSC ENTERPRISE FINL SVCS CORP $00.00%0 -129,103-100.0% -$698.58万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -28,972-100.0% -$398.08万 清仓
— TOPBUILD CORP $00.00%0 -10,998-100.0% -$386.36万 清仓
HURN HURON CONSULTING GROUP INC $00.00%0 -30,040-100.0% -$382.98万 清仓
— COTERRA ENERGY INC $00.00%0 -94,380-100.0% -$331.65万 清仓
CCL CARNIVAL CORP $00.00%0 -122,312-100.0% -$316.54万 清仓
— MASIMO CORP $00.00%0 -17,496-100.0% -$311.20万 清仓
— SOLENO THERAPEUTICS INC $00.00%0 -82,834-100.0% -$277.33万 清仓
— JANUS HENDERSON GROUP PLC $00.00%0 -47,236-100.0% -$242.65万 清仓
— HOLOGIC INC $00.00%0 -23,742-100.0% -$179.47万 清仓
— AIR LEASE CORP $00.00%0 -12,052-100.0% -$78.27万 清仓
BRBR BELLRING BRANDS INC $00.00%0 -44,942-100.0% -$72.31万 清仓
— SEALED AIR CORP NEW $00.00%0 -16,854-100.0% -$70.87万 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -5,666-100.0% -$57.76万 清仓
BLKB BLACKBAUD INC $00.00%0 -13,718-100.0% -$52.97万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -11,728-100.0% -$47.18万 清仓
HUBS HUBSPOT INC $00.00%0 -1,912-100.0% -$46.67万 清仓
CNXC CONCENTRIX CORP $00.00%0 -16,759-100.0% -$45.85万 清仓
— TRI POINTE HOMES INC $00.00%0 -9,668-100.0% -$45.18万 清仓
— CSG SYS INTL INC $00.00%0 -3,091-100.0% -$24.71万 清仓
EYE NATIONAL VISION HLDGS INC $00.00%0 -9,076-100.0% -$23.51万 清仓
STRA STRATEGIC ED INC $00.00%0 -2,660-100.0% -$22.07万 清仓
EVTC EVERTEC INC $00.00%0 -7,322-100.0% -$20.66万 清仓
— SELECT MED HLDGS CORP $00.00%0 -12,611-100.0% -$20.54万 清仓
KMPR KEMPER CORP $00.00%0 -6,719-100.0% -$20.53万 清仓
ARI APOLLO COML REAL ESTATE FIN $00.00%0 -15,017-100.0% -$15.86万 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -13,730-100.0% -$14.86万 清仓
— MISTER CAR WASH INC $00.00%0 -11,246-100.0% -$7.84万 清仓
CTKB CYTEK BIOSCIENCES INC $00.00%0 -12,584-100.0% -$5.50万 清仓
HTZ HERTZ GLOBAL HLDGS INC $3.28万0.00%14,466 2021.4% $458 加仓
AGNT AGNT INC $5.80万0.00%10,727 3663.5% $1,980 加仓
RES RPC INC $5.96万0.00%10,230 540.5% $315 加仓
CXM SPRINKLR INC $6.67万0.00%12,932 -1,215-8.6% -$6,269 减仓
RWT REDWOOD TRUST INC $6.80万0.00%14,341 980.7% $465 加仓
VRRM VERRA MOBILITY CORP $7.39万0.00%17,399 -862-4.7% -$3,664 减仓
LZ LEGALZOOM COM INC $7.83万0.00%12,779 -407-3.1% -$2,495 减仓
AUR AURORA INNOVATION INC $8.08万0.00%11,847 11,847— $8.08万 新建仓
UA UNDER ARMOUR INC $8.52万0.00%13,691 110.1% $68 加仓
GTM ZOOMINFO TECHNOLOGIES INC $8.70万0.00%29,706 -1,039-3.4% -$3,044 减仓
CERT CERTARA INC $8.75万0.00%13,364 -306-2.2% -$2,004 减仓
COTY COTY INC $9.15万0.00%42,354 -99,286-70.1% -$21.45万 减仓
SABR SABRE CORP $9.46万0.00%45,277 860.2% $180 加仓
GO GROCERY OUTLET HLDG CORP $11.31万0.00%11,330 990.9% $988 加仓
CFFN CAPITOL FED FINL INC $11.37万0.00%13,359 -312-2.3% -$2,655 减仓
UPWK UPWORK INC $11.83万0.00%14,148 -804-5.4% -$6,721 减仓
ABR ARBOR REALTY TRUST INC $11.94万0.00%22,033 -364-1.6% -$1,973 减仓
AGNC AGNC INVT CORP $12.28万0.00%11,270 11,270— $12.28万 新建仓
AHCO ADAPTHEALTH CORP $12.87万0.00%12,349 680.6% $709 加仓
VYX NCR VOYIX CORPORATION $12.90万0.00%15,784 -66-0.4% -$539 减仓
HOS HELIX ENERGY SOLUTIONS GRP I $13.71万0.00%15,689 350.2% $306 加仓
UAA UNDER ARMOUR INC $13.82万0.00%21,628 180.1% $115 加仓
VIR VIR BIOTECHNOLOGY INC $14.17万0.00%13,908 9907.7% $1.01万 加仓
DCH DAUCH CORP $14.73万0.00%27,186 1800.7% $976 加仓
— TWO HARBORS INVENTMENT CORPO $14.93万0.00%12,031 370.3% $459 加仓
WEN WENDYS CO $15.01万0.00%18,108 230.1% $191 加仓
SBH SALLY BEAUTY HLDGS INC $15.45万0.00%10,928 -174-1.6% -$2,460 减仓
DV DOUBLEVERIFY HLDGS INC $15.81万0.00%14,589 -714-4.7% -$7,740 减仓
PRGO PERRIGO CO PLC $16.47万0.00%15,848 980.6% $1,018 加仓
FMC FMC CORP $16.47万0.00%14,322 260.2% $299 加仓
DXC DXC TECHNOLOGY CO $16.57万0.00%18,725 -702-3.6% -$6,213 减仓
ARLO ARLO TECHNOLOGIES INC $16.77万0.00%12,439 3092.5% $4,165 加仓
OI O-I GLASS INC $16.91万0.00%17,558 1220.7% $1,175 加仓
TALO TALOS ENERGY INC $18.27万0.00%14,149 -247-1.7% -$3,189 减仓
TRIP TRIPADVISOR INC $18.27万0.00%13,327 2271.7% $3,112 加仓
— LEGGETT & PLATT INC $18.30万0.00%15,626 1270.8% $1,487 加仓
SONO SONOS INC $18.46万0.00%13,645 -188-1.4% -$2,544 减仓
VSTS VESTIS CORPORATION $18.67万0.00%12,861 260.2% $378 加仓
FTRE FORTREA HLDGS INC $18.85万0.00%10,835 2612.5% $4,541 加仓
FLO FLOWERS FOODS INC $19.17万0.00%24,265 -56,663-70.0% -$44.76万 减仓
GNL GLOBAL NET LEASE INC $19.52万0.00%21,829 -734-3.3% -$6,562 减仓
JBLU JETBLUE AIRWAYS CORP $19.53万0.00%34,087 2020.6% $1,157 加仓
EFC ELLINGTON FINANCIAL INC $19.55万0.00%14,362 970.7% $1,320 加仓
HOPE HOPE BANCORP INC $20.03万0.00%14,643 -28-0.2% -$383 减仓
AMR ALPHA METALLURGICAL RESOUR I $20.19万0.00%1,224 -12-1.0% -$1,979 减仓
STBA S & T BANCORP INC $20.23万0.00%4,121 4,121— $20.23万 新建仓
HLIT HARMONIC INC $20.29万0.00%12,427 -417-3.2% -$6,810 减仓
FWONK LIBERTY MEDIA CORP DEL $20.33万0.00%2,137 2,137— $20.33万 新建仓
ALG ALAMO GROUP INC $20.40万0.00%1,240 60.5% $987 加仓
IIPR INNOVATIVE INDL PPTYS INC $20.42万0.00%3,295 3,295— $20.42万 新建仓
CCS CENTURY COMMUNITIES INC $20.54万0.00%2,867 2,867— $20.54万 新建仓
— STELLAR BANCORP INC $20.64万0.00%5,249 5,249— $20.64万 新建仓
CASH PATHWARD FINANCIAL INC $21.05万0.00%2,418 -73-2.9% -$6,355 减仓
EPAC ENERPAC TOOL GROUP CORP $21.17万0.00%5,904 -136-2.3% -$4,877 减仓
HCI HCI GROUP INC $21.19万0.00%1,209 -19-1.5% -$3,330 重新持有
GTY GETTY RLTY CORP NEW $21.25万0.00%6,371 731.2% $2,435 加仓
CTS CTS CORP $21.35万0.00%3,275 3,275— $21.35万 新建仓
PRG PROG HOLDINGS INC $21.38万0.00%4,588 4,588— $21.38万 新建仓
CHCO CITY HLDG CO $21.45万0.00%1,617 1,617— $21.45万 新建仓
WD WALKER & DUNLOP INC $21.51万0.00%3,932 391.0% $2,133 重新持有
AAMI ACADIAN ASSET MANAGEMENT INC $21.60万0.00%3,020 3,020— $21.60万 新建仓
PRDO PERDOCEO ED CORP $21.60万0.00%6,751 -168-2.4% -$5,376 减仓
SRPT SAREPTA THERAPEUTICS INC $21.73万0.00%12,092 1000.8% $1,797 加仓
WLY WILEY JOHN & SONS INC $21.76万0.00%4,485 4,485— $21.76万 新建仓
NEO NEOGENOMICS INC $21.76万0.00%14,913 1060.7% $1,547 加仓
PLAB PHOTRONICS INC $21.97万0.00%6,754 -5-0.1% -$163 减仓
CPNG COUPANG INC $22.03万0.00%12,684 12,684— $22.03万 新建仓
ZD ZIFF DAVIS INC $22.09万0.00%4,219 4,219— $22.09万 新建仓
PAYO PAYONEER GLOBAL INC $22.11万0.00%31,059 -1,982-6.0% -$1.41万 减仓
PRLB PROTO LABS INC $22.21万0.00%2,725 2,725— $22.21万 新建仓