13F 机构持仓

Mutual Advisors, LLC

OMAHA NE · SEC CIK 0001694080

2026Q22026Q1 更早 9 个季度 🔒
$46.67亿2026Q1 申报市值
1,325持仓数
26.7%前十大占比 · 第一大 5.6%
114 / 76新建仓 / 清仓
申报市值走势$53.11亿2026Q2
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

SPY 5.6%
IEF 4.4%
AAPL 3.5%
IVV 2.9%
SGOV 2.2%
BRK/B 2.2%
MSFT 1.9%
VOO 1.4%
LLY 1.3%
NVDA 1.3%

2026Q1 买入最多 按季末市值估算

PYLD 加仓+$1,607.07万
TFLO 加仓+$1,502.51万
NJAN 加仓+$815.19万
HFSI 新建仓+$772.62万
VOO 加仓+$766.30万

2026Q1 卖出最多 按季末市值估算

IGSB 减仓-$1,845.53万
IAU 减仓-$834.15万
CALAMOS ETF TR 减仓-$817.33万
IUSB 减仓-$806.43万
XLC 减仓-$769.08万

2026Q1 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
FIDU FIDELITY COVINGTON TRUST $124.58万0.03%14,399 -2,806-16.3% -$24.28万 减仓
AZO AUTOZONE INC $124.59万0.03%369 00.0% — 不变
— FLAGSTAR BANK NATIONAL ASSOC $125.11万0.03%32,288 2330.7% $9,029 加仓
NAPR INNOVATOR ETFS TRUST $125.38万0.03%22,955 -1,138-4.7% -$6.22万 减仓
FNDA SCHWAB STRATEGIC TR $125.55万0.03%38,714 7,74725.0% $25.12万 加仓
DLX DELUXE CORP MEDIUM TERM NTS $125.57万0.03%45,595 45,595— $125.57万 新建仓
QFLR INNOVATOR ETFS TRUST $126.28万0.03%37,921 12,68650.3% $42.24万 加仓
HOV HOVNANIAN ENTERPRISES INC $126.97万0.03%11,448 00.0% — 不变
BXC BLUELINX HLDGS INC $127.92万0.03%23,609 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $128.31万0.03%29,462 -950-3.1% -$4.14万 减仓
MTUM ISHARES TR $128.44万0.03%5,352 -376-6.6% -$9.02万 减仓
SFLR INNOVATOR ETFS TRUST $128.87万0.03%36,394 -26,291-41.9% -$93.10万 减仓
MMM 3M CO $129.28万0.03%8,902 -100-1.1% -$1.45万 减仓
HBAN HUNTINGTON BANCSHARES INC $129.31万0.03%82,629 82,629— $129.31万 新建仓
SYSB ISHARES TR $129.99万0.03%14,606 -6,341-30.3% -$56.43万 减仓
VDE VANGUARD WORLD FD $130.16万0.03%7,522 -2,442-24.5% -$42.26万 减仓
EFSC ENTERPRISE FINL SVCS CORP $130.20万0.03%24,061 -6-0.0% -$325 减仓
KRE SPDR SERIES TRUST $130.89万0.03%20,091 4,69530.5% $30.59万 加仓
ACWV ISHARES INC $131.53万0.03%11,006 1,34613.9% $16.09万 加仓
VLUE ISHARES TR $131.59万0.03%9,254 1071.2% $1.52万 加仓
DY DYCOM INDS INC $131.73万0.03%3,888 3,888— $131.73万 新建仓
GM GENERAL MTRS CO $132.13万0.03%17,736 4402.5% $3.28万 加仓
SCHE SCHWAB STRATEGIC TR $132.16万0.03%40,108 -42,022-51.2% -$138.46万 减仓
BG BUNGE GLOBAL SA $132.34万0.03%10,404 90.1% $1,145 加仓
FRDM EA SERIES TRUST $133.82万0.03%24,487 -227-0.9% -$1.24万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $134.08万0.03%52,519 11,55828.2% $29.51万 加仓
HOOD ROBINHOOD MKTS INC $134.09万0.03%19,350 -3,719-16.1% -$25.77万 减仓
VDC VANGUARD WORLD FD $135.68万0.03%6,041 -674-10.0% -$15.14万 减仓
HPQ HP INC $136.51万0.03%71,060 7,24111.3% $13.91万 加仓
CI THE CIGNA GROUP $136.96万0.03%5,134 -60-1.2% -$1.60万 减仓
IWMI NEOS ETF TRUST $137.46万0.03%29,000 5531.9% $2.62万 加仓
CHRW C H ROBINSON WORLDWIDE IN $137.47万0.03%8,278 -899-9.8% -$14.93万 减仓
IAGG ISHARES TR $138.00万0.03%27,578 5,98827.7% $29.96万 加仓
MRVL MARVELL TECHNOLOGY INC $138.14万0.03%13,947 -493-3.4% -$4.88万 减仓
FSMB FIRST TR EXCH TRADED FD III $138.39万0.03%69,335 1180.2% $2,355 加仓
FLQM FRANKLIN TEMPLETON ETF TR $139.03万0.03%25,311 -1,718-6.4% -$9.44万 减仓
SCHJ SCHWAB STRATEGIC TR $139.30万0.03%56,341 3,4506.5% $8.53万 加仓
IJS ISHARES TR $139.58万0.03%11,784 9,347383.5% $110.71万 加仓
XLB SELECT SECTOR SPDR TR $140.69万0.03%28,155 21,805343.4% $108.96万 加仓
VV VANGUARD INDEX FDS $140.96万0.03%4,717 -867-15.5% -$25.91万 减仓
MPLX MPLX LP $141.61万0.03%24,813 5,25226.8% $29.97万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $141.71万0.03%29,633 2,85810.7% $13.67万 加仓
DMAY FIRST TR EXCHNG TRADED FD VI $142.40万0.03%31,695 -800-2.5% -$3.59万 减仓
VIGI VANGUARD WHITEHALL FDS $143.24万0.03%16,193 2,08814.8% $18.47万 加仓
RQI COHEN & STEERS QUALITY INCOM $143.76万0.03%119,306 -6,914-5.5% -$8.33万 减仓
IYC ISHARES TR $143.87万0.03%14,844 -483-3.2% -$4.68万 减仓
TMUS T-MOBILE US INC $144.15万0.03%6,863 220.3% $4,621 加仓
RSG REPUBLIC SVCS INC $144.38万0.03%6,592 -364-5.2% -$7.97万 减仓
VONE VANGUARD SCOTTSDALE FDS $144.92万0.03%4,911 -453-8.4% -$13.37万 减仓
EMXC ISHARES INC $145.33万0.03%18,476 -5,103-21.6% -$40.14万 减仓
— TEMPLETON EMERGING MKTS INCO $146.91万0.03%244,450 -20,110-7.6% -$12.09万 减仓
PPA INVESCO EXCHANGE TRADED FD T $147.14万0.03%8,880 4,499102.7% $74.55万 加仓
LBRT LIBERTY ENERGY INC $148.15万0.03%51,442 -17,166-25.0% -$49.44万 减仓
TRIN TRINITY CAP INC $148.72万0.03%101,099 6,2386.6% $9.18万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $149.68万0.03%109,492 1310.1% $1,791 加仓
MGA MAGNA INTL INC $149.93万0.03%26,865 6882.6% $3.84万 加仓
DMAR FIRST TR EXCHNG TRADED FD VI $150.65万0.03%35,530 -582-1.6% -$2.47万 减仓
LULU LULULEMON ATHLETICA INC $152.33万0.03%9,950 -619-5.9% -$9.48万 减仓
IYM ISHARES TR $152.62万0.03%8,675 6748.4% $11.86万 加仓
CLOI VANECK ETF TRUST $153.46万0.03%29,119 1,2654.5% $6.67万 加仓
ADM ARCHER DANIELS MIDLAND CO $154.20万0.03%21,213 -507-2.3% -$3.69万 减仓
IYE ISHARES TR $154.53万0.03%23,859 220.1% $1,425 加仓
AMR ALPHA METALLURGICAL RESOUR I $154.86万0.03%7,544 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $156.69万0.03%3,509 330.9% $1.47万 加仓
TLTW ISHARES TR $157.08万0.03%69,445 42,070153.7% $95.16万 加仓
PARR PAR PAC HOLDINGS INC $158.03万0.03%25,228 -10,224-28.8% -$64.04万 减仓
BLCR BLACKROCK ETF TRUST $159.01万0.03%38,727 38,727— $159.01万 新建仓
— LEGGETT & PLATT INC $159.09万0.03%161,020 -6,800-4.1% -$6.72万 减仓
TMO THERMO FISHER SCIENTIFIC INC $159.74万0.03%3,250 49918.1% $24.53万 加仓
OMC OMNICOM GROUP INC $159.98万0.03%21,243 -1,722-7.5% -$12.97万 减仓
SAMT ADVISORS INNER CIRCLE FD III $160.38万0.03%40,841 4,30111.8% $16.89万 加仓
QYLD GLOBAL X FDS $160.43万0.03%93,542 13,75617.2% $23.59万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $160.81万0.03%31,901 16,515107.3% $83.25万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $161.46万0.03%44,975 8,44523.1% $30.32万 加仓
XLRE SELECT SECTOR SPDR TR $162.73万0.03%39,855 6,71720.3% $27.43万 加仓
ICF ISHARES TR $163.54万0.04%26,424 3,65916.1% $22.65万 加仓
CLS CELESTICA INC $164.25万0.04%5,831 -4,785-45.1% -$134.78万 减仓
MINT PIMCO ETF TR $165.46万0.04%16,452 2,26015.9% $22.73万 加仓
NE NOBLE CORP PLC $165.99万0.04%33,827 -41-0.1% -$2,012 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $166.34万0.04%52,688 44,530545.8% $140.58万 加仓
— DIMENSIONAL ETF TRUST $166.45万0.04%47,504 1,4893.2% $5.22万 加仓
PAPR INNOVATOR ETFS TRUST $167.56万0.04%42,101 -2,552-5.7% -$10.16万 减仓
FXU FIRST TR EXCHANGE-TRADED FD $167.76万0.04%33,829 33,829— $167.76万 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $167.81万0.04%20,831 3151.5% $2.54万 加仓
SCHQ SCHWAB STRATEGIC TR $167.83万0.04%53,398 -6,275-10.5% -$19.72万 减仓
ABT ABBOTT LABORATORIES $168.48万0.04%16,410 -2,381-12.7% -$24.45万 减仓
HDV ISHARES TR $169.05万0.04%12,456 -1,357-9.8% -$18.42万 减仓
UNFI UNITED NAT FOODS INC $169.17万0.04%37,543 -2,809-7.0% -$12.66万 减仓
PAVE GLOBAL X FDS $170.51万0.04%33,558 -2,932-8.0% -$14.90万 减仓
MELI MERCADOLIBRE INC $170.58万0.04%987 464.9% $7.95万 加仓
FIX COMFORT SYS USA INC $170.79万0.04%1,239 1,239— $170.79万 新建仓
CORP PIMCO ETF TR $170.79万0.04%17,644 14,150405.0% $136.97万 加仓
ASTS AST SPACEMOBILE INC $171.44万0.04%20,687 -17,703-46.1% -$146.71万 减仓
VTEB VANGUARD MUN BD FDS $171.93万0.04%34,462 1,9556.0% $9.75万 加仓
TFC TRUIST FINL CORP $172.15万0.04%37,447 -2,504-6.3% -$11.51万 减仓
DHR DANAHER CORP DEL $172.53万0.04%9,100 -318-3.4% -$6.03万 减仓
BNDC FLEXSHARES TR $173.22万0.04%77,889 7240.9% $1.61万 加仓
FMHI FIRST TR EXCH TRADED FD III $173.57万0.04%36,511 -88-0.2% -$4,184 减仓
JBL JABIL INC $173.78万0.04%6,542 -112-1.7% -$2.98万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $174.38万0.04%104,985 -12,725-10.8% -$21.14万 减仓