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 |
|---|---|---|---|---|---|---|---|---|
| LNT | ALLIANT ENERGY CORP | $203.03万 | 0.02% | 26,613 | -724 | -2.6% | -$5.52万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $202.96万 | 0.02% | 85,965 | 85,965 | — | $202.96万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $202.58万 | 0.02% | 4,492 | -225 | -4.8% | -$10.15万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $202.13万 | 0.02% | 16,993 | -543 | -3.1% | -$6.46万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $201.37万 | 0.02% | 25,506 | -799 | -3.0% | -$6.31万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $199.80万 | 0.02% | 14,365 | -578 | -3.9% | -$8.04万 | 减仓 |
| GNTX | GENTEX CORP | $199.77万 | 0.02% | 79,054 | -4,850 | -5.8% | -$12.26万 | 减仓 |
| LEN | LENNAR CORP | $199.73万 | 0.02% | 22,072 | -874 | -3.8% | -$7.91万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $198.80万 | 0.02% | 211,711 | -6,877 | -3.1% | -$6.46万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $198.55万 | 0.02% | 12,028 | -162 | -1.3% | -$2.67万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $198.44万 | 0.02% | 38,096 | -1,667 | -4.2% | -$8.68万 | 减仓 |
| L | LOEWS CORP | $196.71万 | 0.02% | 17,376 | -596 | -3.3% | -$6.75万 | 减仓 |
| INCY | INCYTE CORP | $196.46万 | 0.02% | 17,331 | -502 | -2.8% | -$5.69万 | 减仓 |
| BIO | BIO RAD LABS INC | $196.40万 | 0.02% | 6,689 | -278 | -4.0% | -$8.16万 | 减仓 |
| EFX | EQUIFAX INC | $194.75万 | 0.02% | 12,270 | -539 | -4.2% | -$8.56万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $193.27万 | 0.02% | 67,694 | -2,413 | -3.4% | -$6.89万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $193.00万 | 0.02% | 6,619 | -235 | -3.4% | -$6.85万 | 减仓 |
| TREX | TREX INC | $192.97万 | 0.02% | 38,563 | -2,539 | -6.2% | -$12.71万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $192.76万 | 0.02% | 10,924 | -408 | -3.6% | -$7.20万 | 减仓 |
| FTV | FORTIVE CORP | $191.96万 | 0.02% | 31,422 | -1,921 | -5.8% | -$11.74万 | 减仓 |
| GIS | GENERAL MILLS INC | $191.47万 | 0.02% | 55,020 | -1,754 | -3.1% | -$6.10万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $190.27万 | 0.02% | 10,654 | -270 | -2.5% | -$4.82万 | 减仓 |
| VTRS | VIATRIS INC | $190.17万 | 0.02% | 119,756 | -2,526 | -2.1% | -$4.01万 | 减仓 |
| IWF | ISHARES TR | $188.42万 | 0.02% | 15,174 | 15,174 | — | $188.42万 | 新建仓 |
| VVV | VALVOLINE INC | $187.34万 | 0.02% | 47,380 | -1,411 | -2.9% | -$5.58万 | 减仓 |
| LII | LENNOX INTL INC | $187.13万 | 0.02% | 3,266 | -129 | -3.8% | -$7.39万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $185.64万 | 0.02% | 23,600 | -687 | -2.8% | -$5.40万 | 减仓 |
| CDW | CDW CORP | $185.15万 | 0.02% | 13,165 | -681 | -4.9% | -$9.58万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $181.66万 | 0.02% | 59,039 | -3,657 | -5.8% | -$11.25万 | 减仓 |
| SLM | SLM CORP | $181.55万 | 0.02% | 69,989 | -6,349 | -8.3% | -$16.47万 | 减仓 |
| WEX | WEX INC | $181.51万 | 0.02% | 12,865 | -275 | -2.1% | -$3.88万 | 减仓 |
| NOMD | NOMAD FOODS LTD | $181.47万 | 0.02% | 165,728 | -9,961 | -5.7% | -$10.91万 | 减仓 |
| BYD | BOYD GAMING CORP | $180.02万 | 0.02% | 20,380 | -1,774 | -8.0% | -$15.67万 | 减仓 |
| HRB | BLOCK H & R INC | $179.17万 | 0.02% | 47,051 | -1,526 | -3.1% | -$5.81万 | 减仓 |
| ACI | --- | $178.52万 | 0.02% | 131,943 | -9,858 | -7.0% | -$13.34万 | 减仓 |
| WY | WEYERHAEUSER CO | $177.86万 | 0.02% | 74,296 | -84,935 | -53.3% | -$203.33万 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $177.41万 | 0.02% | 6,059 | -184 | -2.9% | -$5.39万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $177.14万 | 0.02% | 15,999 | -1,295 | -7.5% | -$14.34万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $176.94万 | 0.02% | 14,968 | -332 | -2.2% | -$3.92万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $176.93万 | 0.02% | 23,149 | -1,502 | -6.1% | -$11.48万 | 减仓 |
| KIM | KIMCO REALTY CORP | $175.84万 | 0.02% | 69,365 | -2,332 | -3.3% | -$5.91万 | 减仓 |
| CHWY | CHEWY INC | $175.24万 | 0.02% | 89,182 | -2,225 | -2.4% | -$4.37万 | 减仓 |
| SHC | SOTERA HEALTH CO | $175.00万 | 0.02% | 98,589 | 9,314 | 10.4% | $16.53万 | 加仓 |
| QLYS | QUALYS INC | $174.98万 | 0.02% | 12,727 | -1,014 | -7.4% | -$13.94万 | 减仓 |
| OGS | ONE GAS INC | $174.80万 | 0.02% | 22,681 | -312 | -1.4% | -$2.40万 | 减仓 |
| GPN | GLOBAL PMTS INC | $173.71万 | 0.02% | 23,940 | -1,372 | -5.4% | -$9.96万 | 减仓 |
| CNX | CNX RES CORP | $173.48万 | 0.02% | 51,129 | -3,430 | -6.3% | -$11.64万 | 减仓 |
| IEX | IDEX CORP | $173.19万 | 0.02% | 7,631 | -332 | -4.2% | -$7.53万 | 减仓 |
| AN | AUTONATION INC | $173.01万 | 0.02% | 9,312 | -665 | -6.7% | -$12.36万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $172.91万 | 0.02% | 74,754 | -3,700 | -4.7% | -$8.56万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $172.79万 | 0.02% | 59,013 | -2,236 | -3.7% | -$6.55万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $172.23万 | 0.02% | 20,006 | -1,134 | -5.4% | -$9.76万 | 减仓 |
| PATH | UIPATH INC | $172.04万 | 0.02% | 158,269 | -5,833 | -3.6% | -$6.34万 | 减仓 |
| CNO | CNO FINL GROUP INC | $171.98万 | 0.02% | 33,735 | -2,479 | -6.8% | -$12.64万 | 减仓 |
| DUOL | DUOLINGO INC | $171.61万 | 0.02% | 14,920 | -414 | -2.7% | -$4.76万 | 减仓 |
| KNF | KNIFE RIVER CORP | $171.57万 | 0.02% | 20,511 | -1,204 | -5.5% | -$10.07万 | 减仓 |
| INVH | INVITATION HOMES INC | $171.51万 | 0.02% | 56,773 | -3,212 | -5.4% | -$9.70万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $171.33万 | 0.02% | 15,826 | -761 | -4.6% | -$8.24万 | 减仓 |
| BALL | BALL CORP | $171.18万 | 0.02% | 27,433 | -1,066 | -3.7% | -$6.65万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $170.86万 | 0.02% | 54,051 | -32,351 | -37.4% | -$102.26万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $169.66万 | 0.02% | 57,846 | 4,336 | 8.1% | $12.72万 | 加仓 |
| CBT | CABOT CORP | $169.43万 | 0.02% | 18,656 | -1,356 | -6.8% | -$12.32万 | 减仓 |
| MAS | MASCO CORP | $169.21万 | 0.02% | 20,795 | -867 | -4.0% | -$7.05万 | 减仓 |
| BDC | BELDEN INC | $168.77万 | 0.02% | 14,075 | -985 | -6.5% | -$11.81万 | 减仓 |
| GPC | GENUINE PARTS CO | $167.26万 | 0.02% | 14,177 | -616 | -4.2% | -$7.27万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $166.55万 | 0.02% | 11,987 | -447 | -3.6% | -$6.21万 | 减仓 |
| TSN | TYSON FOODS INC | $166.14万 | 0.02% | 29,020 | -992 | -3.3% | -$5.68万 | 减仓 |
| BSY | BENTLEY SYS INC | $165.85万 | 0.02% | 55,487 | -1,586 | -2.8% | -$4.74万 | 减仓 |
| PODD | INSULET CORP | $165.31万 | 0.02% | 10,858 | 110 | 1.0% | $1.67万 | 加仓 |
| NDSN | NORDSON CORP | $164.75万 | 0.02% | 5,461 | -168 | -3.0% | -$5.07万 | 减仓 |
| EPR | EPR PPTYS | $164.66万 | 0.02% | 28,384 | -795 | -2.7% | -$4.61万 | 减仓 |
| ALB | ALBEMARLE CORP | $164.09万 | 0.02% | 12,152 | -379 | -3.0% | -$5.12万 | 减仓 |
| TXT | TEXTRON INC | $163.99万 | 0.02% | 17,878 | -612 | -3.3% | -$5.61万 | 减仓 |
| FCN | FTI CONSULTING INC | $163.58万 | 0.02% | 10,978 | -620 | -5.3% | -$9.24万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $163.24万 | 0.02% | 11,920 | -501 | -4.0% | -$6.86万 | 减仓 |
| LIVN | LIVANOVA PLC | $163.23万 | 0.02% | 19,851 | -1,075 | -5.1% | -$8.84万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $162.98万 | 0.02% | 15,783 | -1,148 | -6.8% | -$11.85万 | 减仓 |
| KBR | KBR INC | $162.48万 | 0.02% | 47,056 | -1,609 | -3.3% | -$5.56万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $162.36万 | 0.02% | 108,456 | -6,322 | -5.5% | -$9.46万 | 减仓 |
| ELF | E L F BEAUTY INC | $162.13万 | 0.02% | 21,910 | -720 | -3.2% | -$5.33万 | 减仓 |
| G | GENPACT LIMITED | $160.87万 | 0.02% | 58,498 | -2,211 | -3.6% | -$6.08万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $159.62万 | 0.02% | 42,273 | -1,434 | -3.3% | -$5.41万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $159.16万 | 0.02% | 60,401 | -2,399 | -3.8% | -$6.32万 | 减仓 |
| MUR | MURPHY OIL CORP | $158.56万 | 0.02% | 48,697 | -2,721 | -5.3% | -$8.86万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $158.22万 | 0.02% | 35,968 | 35,968 | — | $158.22万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $156.60万 | 0.02% | 66,048 | -1,974 | -2.9% | -$4.68万 | 减仓 |
| FORM | FORMFACTOR INC | $155.42万 | 0.02% | 9,718 | 847 | 9.5% | $13.55万 | 加仓 |
| GAP | GAP INC | $154.53万 | 0.02% | 82,726 | -4,217 | -4.9% | -$7.88万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $153.38万 | 0.01% | 29,400 | -2,400 | -7.5% | -$12.52万 | 减仓 |
| BBY | BEST BUY INC | $153.26万 | 0.01% | 20,198 | -525 | -2.5% | -$3.98万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $153.22万 | 0.01% | 12,160 | -335 | -2.7% | -$4.22万 | 减仓 |
| DBX | DROPBOX INC | $152.79万 | 0.01% | 55,621 | -11,222 | -16.8% | -$30.83万 | 减仓 |
| VNT | VONTIER CORPORATION | $151.56万 | 0.01% | 52,263 | -213,902 | -80.4% | -$620.32万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $151.09万 | 0.01% | 32,570 | -1,040 | -3.1% | -$4.82万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $150.83万 | 0.01% | 16,025 | -453 | -2.7% | -$4.26万 | 减仓 |
| MAT | MATTEL INC | $149.71万 | 0.01% | 107,859 | -11,247 | -9.4% | -$15.61万 | 减仓 |
| BG | BUNGE GLOBAL SA | $149.13万 | 0.01% | 13,973 | -428 | -3.0% | -$4.57万 | 减仓 |
| KRC | KILROY REALTY CORP | $149.12万 | 0.01% | 39,796 | -1,984 | -4.7% | -$7.43万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $148.49万 | 0.01% | 19,551 | -1,175 | -5.7% | -$8.92万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $148.43万 | 0.01% | 40,788 | -2,505 | -5.8% | -$9.12万 | 减仓 |