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 |
|---|---|---|---|---|---|---|---|---|
| MDU | MDU RES GROUP INC | $55.03万 | 0.01% | 25,947 | 2,557 | 10.9% | $5.42万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $55.01万 | 0.01% | 8,898 | -808 | -8.3% | -$5.00万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $54.56万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $54.53万 | 0.01% | 24,488 | 3,552 | 17.0% | $7.91万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $54.19万 | 0.01% | 21,183 | 483 | 2.3% | $1.24万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $54.17万 | 0.01% | 24,356 | 24,356 | — | $54.17万 | 新建仓 |
| VCYT | VERACYTE INC | $53.67万 | 0.01% | 9,139 | 93 | 1.0% | $5,462 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $53.45万 | 0.01% | 6,381 | 29 | 0.5% | $2,429 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $53.31万 | 0.01% | 3,081 | 33 | 1.1% | $5,710 | 加仓 |
| AZZ | AZZ INC | $53.06万 | 0.01% | 3,422 | 5 | 0.1% | $775 | 加仓 |
| LAUR | LAUREATE ED INC | $52.99万 | 0.01% | 14,590 | -757 | -4.9% | -$2.75万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $52.98万 | 0.01% | 6,990 | 90 | 1.3% | $6,822 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $52.49万 | 0.01% | 1,886 | 1 | 0.1% | $278 | 加仓 |
| FULT | FULTON FINL CORP PA | $52.43万 | 0.01% | 21,673 | -77 | -0.4% | -$1,863 | 减仓 |
| RXO | RXO INC | $52.11万 | 0.01% | 18,889 | 99 | 0.5% | $2,731 | 加仓 |
| SKT | TANGER INC | $51.93万 | 0.01% | 13,158 | -15 | -0.1% | -$592 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $51.48万 | 0.01% | 15,062 | 5,480 | 57.2% | $18.73万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $51.47万 | 0.01% | 6,617 | 2,334 | 54.5% | $18.16万 | 加仓 |
| EPAM | EPAM SYS INC | $51.46万 | 0.01% | 6,485 | 610 | 10.4% | $4.84万 | 加仓 |
| LIF | LIFE360 INC | $51.38万 | 0.01% | 9,281 | 309 | 3.4% | $1.71万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $50.99万 | 0.00% | 6,986 | 46 | 0.7% | $3,357 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $50.24万 | 0.00% | 28,021 | 22 | 0.1% | $394 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $50.14万 | 0.00% | 4,628 | -419 | -8.3% | -$4.54万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $50.11万 | 0.00% | 4,415 | 161 | 3.8% | $1.83万 | 加仓 |
| OPLN | OPENLANE INC | $50.04万 | 0.00% | 12,135 | -26 | -0.2% | -$1,072 | 减仓 |
| RDNT | RADNET INC | $49.98万 | 0.00% | 8,105 | 134 | 1.7% | $8,264 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $49.62万 | 0.00% | 15,956 | 193 | 1.2% | $6,002 | 加仓 |
| SXI | STANDEX INTL CORP | $49.61万 | 0.00% | 1,387 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $49.60万 | 0.00% | 3,343 | -30 | -0.9% | -$4,451 | 减仓 |
| HCC | WARRIOR MET COAL INC | $49.08万 | 0.00% | 6,047 | 31 | 0.5% | $2,516 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $48.95万 | 0.00% | 18,691 | 146 | 0.8% | $3,824 | 加仓 |
| CVSA | COVISTA INC | $48.59万 | 0.00% | 3,898 | -51 | -1.3% | -$6,358 | 减仓 |
| KTB | KONTOOR BRANDS INC | $48.55万 | 0.00% | 5,825 | -28 | -0.5% | -$2,334 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $48.49万 | 0.00% | 14,979 | -387 | -2.5% | -$1.25万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $48.10万 | 0.00% | 13,709 | -92 | -0.7% | -$3,228 | 减仓 |
| SAM | BOSTON BEER INC | $47.83万 | 0.00% | 2,702 | -246 | -8.3% | -$4.35万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $47.70万 | 0.00% | 9,354 | 9,354 | — | $47.70万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $47.60万 | 0.00% | 7,678 | -12 | -0.2% | -$744 | 减仓 |
| MMSI | MERIT MED SYS INC | $47.37万 | 0.00% | 6,832 | 47 | 0.7% | $3,259 | 加仓 |
| CRC | CALIFORNIA RES CORP | $47.32万 | 0.00% | 8,950 | -42 | -0.5% | -$2,221 | 减仓 |
| NU | NU HLDGS LTD | $47.16万 | 0.00% | 35,300 | 35,300 | — | $47.16万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $46.65万 | 0.00% | 4,352 | -29 | -0.7% | -$3,109 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $46.36万 | 0.00% | 6,541 | 6,541 | — | $46.36万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $46.35万 | 0.00% | 5,536 | -138 | -2.4% | -$1.16万 | 减仓 |
| OII | OCEANEERING INTL INC | $46.29万 | 0.00% | 11,424 | 6 | 0.1% | $243 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $46.29万 | 0.00% | 17,921 | 24 | 0.1% | $620 | 加仓 |
| IJH | ISHARES TR | $46.25万 | 0.00% | 5,998 | 2,325 | 63.3% | $17.93万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $46.20万 | 0.00% | 5,774 | -90 | -1.5% | -$7,202 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $45.87万 | 0.00% | 17,595 | -210 | -1.2% | -$5,475 | 减仓 |
| BRC | BRADY CORP | $45.81万 | 0.00% | 5,003 | 9 | 0.2% | $824 | 加仓 |
| WSFS | WSFS FINL CORP | $45.74万 | 0.00% | 5,961 | -151 | -2.5% | -$1.16万 | 减仓 |
| ADT | ADT INC DEL | $45.63万 | 0.00% | 70,199 | 12,054 | 20.7% | $7.84万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $45.40万 | 0.00% | 21,964 | 21,964 | — | $45.40万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $45.38万 | 0.00% | 17,027 | -1,153 | -6.3% | -$3.07万 | 减仓 |
| BGC | BGC GROUP INC | $45.25万 | 0.00% | 42,332 | 770 | 1.9% | $8,231 | 加仓 |
| SKYW | SKYWEST INC | $45.13万 | 0.00% | 4,543 | -47 | -1.0% | -$4,669 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $45.10万 | 0.00% | 18,942 | 18,942 | — | $45.10万 | 新建仓 |
| RNST | RENASANT CORP | $44.96万 | 0.00% | 10,569 | -261 | -2.4% | -$1.11万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $44.95万 | 0.00% | 706 | 706 | — | $44.95万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $44.76万 | 0.00% | 1,886 | 1,886 | — | $44.76万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $44.69万 | 0.00% | 3,980 | -6,645 | -62.5% | -$74.61万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $44.68万 | 0.00% | 15,893 | -493 | -3.0% | -$1.39万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $44.55万 | 0.00% | 5,300 | -133 | -2.4% | -$1.12万 | 减仓 |
| PI | IMPINJ INC | $44.46万 | 0.00% | 3,104 | 25 | 0.8% | $3,581 | 加仓 |
| GEO | GEO GROUP INC | $44.39万 | 0.00% | 15,023 | -624 | -4.0% | -$1.84万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $44.32万 | 0.00% | 19,775 | 19,775 | — | $44.32万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $44.31万 | 0.00% | 15,124 | 1,083 | 7.7% | $3.17万 | 加仓 |
| DAVE | DAVE INC | $44.30万 | 0.00% | 1,189 | 1,189 | — | $44.30万 | 新建仓 |
| OGN | ORGANON & CO | $44.21万 | 0.00% | 32,652 | 2,899 | 9.7% | $3.93万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $44.01万 | 0.00% | 1,664 | 2 | 0.1% | $529 | 加仓 |
| ITRI | ITRON INC | $43.95万 | 0.00% | 5,079 | -162 | -3.1% | -$1.40万 | 减仓 |
| CVBF | CVB FINL CORP | $43.29万 | 0.00% | 19,199 | 4,617 | 31.7% | $10.41万 | 加仓 |
| OTTR | OTTER TAIL CORP | $43.26万 | 0.00% | 4,808 | 12 | 0.3% | $1,080 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $43.12万 | 0.00% | 24,909 | 2,077 | 9.1% | $3.60万 | 加仓 |
| GFF | GRIFFON CORP | $43.04万 | 0.00% | 4,413 | -65 | -1.5% | -$6,339 | 减仓 |
| WSBC | WESBANCO INC | $43.00万 | 0.00% | 11,016 | 11,016 | — | $43.00万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $42.99万 | 0.00% | 6,909 | 40 | 0.6% | $2,489 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $42.89万 | 0.00% | 2,133 | -92 | -4.1% | -$1.85万 | 减仓 |
| CLSK | CLEANSPARK INC | $42.73万 | 0.00% | 29,390 | 122 | 0.4% | $1,774 | 加仓 |
| DORM | DORMAN PRODS INC | $42.50万 | 0.00% | 3,115 | -68 | -2.1% | -$9,279 | 减仓 |
| KAI | KADANT INC | $42.48万 | 0.00% | 1,352 | 4 | 0.3% | $1,257 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $42.33万 | 0.00% | 5,551 | 5,551 | — | $42.33万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $42.27万 | 0.00% | 25,146 | -33 | -0.1% | -$555 | 减仓 |
| SLG | SL GREEN RLTY CORP | $42.17万 | 0.00% | 8,146 | 3 | 0.0% | $155 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $42.14万 | 0.00% | 3,460 | -87 | -2.5% | -$1.06万 | 减仓 |
| BOX | BOX INC | $42.09万 | 0.00% | 15,858 | -533 | -3.3% | -$1.41万 | 减仓 |
| ICUI | ICU MED INC | $41.96万 | 0.00% | 2,862 | 37 | 1.3% | $5,424 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $41.69万 | 0.00% | 5,883 | -275 | -4.5% | -$1.95万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $41.65万 | 0.00% | 5,236 | -12 | -0.2% | -$954 | 减仓 |
| ADEA | ADEIA INC | $41.60万 | 0.00% | 12,632 | 100 | 0.8% | $3,293 | 加仓 |
| GNW | GENWORTH FINL INC | $41.54万 | 0.00% | 43,869 | -1,836 | -4.0% | -$1.74万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $41.50万 | 0.00% | 5,177 | 219 | 4.4% | $1.76万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $41.46万 | 0.00% | 5,126 | 5,126 | — | $41.46万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $41.41万 | 0.00% | 13,176 | -46 | -0.3% | -$1,446 | 减仓 |
| LRN | STRIDE INC | $41.39万 | 0.00% | 4,799 | -10 | -0.2% | -$862 | 减仓 |
| CALM | CAL MAINE FOODS INC | $41.09万 | 0.00% | 5,101 | -25 | -0.5% | -$2,014 | 减仓 |
| WHD | CACTUS INC | $40.73万 | 0.00% | 7,950 | 72 | 0.9% | $3,689 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $40.70万 | 0.00% | 6,965 | 121 | 1.8% | $7,071 | 加仓 |
| KN | KNOWLES CORP | $40.65万 | 0.00% | 9,799 | 81 | 0.8% | $3,360 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $40.54万 | 0.00% | 4,109 | 26 | 0.6% | $2,565 | 加仓 |