Mutual Advisors, LLC
OMAHA NE · SEC CIK 0001694080
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $175.89万 | 0.04% | 13,418 | 183 | 1.4% | $2.40万 | 加仓 |
| SYK | STRYKER CORPORATION | $176.89万 | 0.04% | 5,383 | 1 | 0.0% | $329 | 加仓 |
| CCJ | CAMECO CORP | $177.85万 | 0.04% | 16,375 | -9,566 | -36.9% | -$103.90万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $178.00万 | 0.04% | 35,565 | 826 | 2.4% | $4.13万 | 加仓 |
| XBI | SPDR SERIES TRUST | $178.11万 | 0.04% | 13,944 | -139 | -1.0% | -$1.78万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $178.13万 | 0.04% | 123,100 | 17,466 | 16.5% | $25.27万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $178.41万 | 0.04% | 8,781 | -1,137 | -11.5% | -$23.10万 | 减仓 |
| TLT | ISHARES TR | $178.67万 | 0.04% | 20,610 | 2,419 | 13.3% | $20.97万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $179.53万 | 0.04% | 67,468 | 1,039 | 1.6% | $2.76万 | 加仓 |
| AOR | ISHARES TR | $180.64万 | 0.04% | 28,071 | 1,095 | 4.1% | $7.05万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $182.45万 | 0.04% | 45,004 | 3,533 | 8.5% | $14.32万 | 加仓 |
| JNK | SPDR SERIES TRUST | $182.45万 | 0.04% | 19,061 | 5,264 | 38.2% | $50.39万 | 加仓 |
| PCAR | PACCAR INC | $182.67万 | 0.04% | 15,816 | -274 | -1.7% | -$3.16万 | 减仓 |
| WELL | WELLTOWER INC | $183.45万 | 0.04% | 9,279 | 6,477 | 231.2% | $128.05万 | 加仓 |
| FLOT | ISHARES TR | $183.66万 | 0.04% | 36,048 | -1,063 | -2.9% | -$5.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $183.73万 | 0.04% | 8,457 | -505 | -5.6% | -$10.97万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $184.94万 | 0.04% | 79,305 | 24,356 | 44.3% | $56.80万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $186.29万 | 0.04% | 22,724 | 4,262 | 23.1% | $34.94万 | 加仓 |
| GDX | VANECK ETF TRUST | $186.51万 | 0.04% | 20,323 | -33,161 | -62.0% | -$304.33万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $186.54万 | 0.04% | 26,049 | -28,716 | -52.4% | -$205.64万 | 减仓 |
| IYF | ISHARES TR | $189.99万 | 0.04% | 16,147 | -768 | -4.5% | -$9.04万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $190.16万 | 0.04% | 7,449 | 41 | 0.6% | $1.05万 | 加仓 |
| AMLP | ALPS ETF TR | $193.25万 | 0.04% | 36,713 | 21,322 | 138.5% | $112.24万 | 加仓 |
| UNP | UNION PAC CORP | $193.53万 | 0.04% | 7,977 | 116 | 1.5% | $2.81万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $193.66万 | 0.04% | 64,405 | -9,782 | -13.2% | -$29.41万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $194.22万 | 0.04% | 20,938 | -150 | -0.7% | -$1.39万 | 减仓 |
| BX | BLACKSTONE INC | $195.01万 | 0.04% | 16,959 | 820 | 5.1% | $9.43万 | 加仓 |
| VAL | VALARIS LTD | $198.27万 | 0.04% | 20,224 | -2,176 | -9.7% | -$21.33万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $198.31万 | 0.04% | 22,000 | 1,047 | 5.0% | $9.44万 | 加仓 |
| TIP | ISHARES TR | $198.44万 | 0.04% | 17,981 | 1,765 | 10.9% | $19.48万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $198.44万 | 0.04% | 67,588 | 51,032 | 308.2% | $149.83万 | 加仓 |
| MUB | ISHARES TR | $198.89万 | 0.04% | 18,737 | -1,378 | -6.9% | -$14.63万 | 减仓 |
| ISPY | PROSHARES TR | $199.01万 | 0.04% | 45,907 | 19,254 | 72.2% | $83.47万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $201.49万 | 0.04% | 139,827 | 5 | 0.0% | $72 | 加仓 |
| AFL | AFLAC INC | $201.59万 | 0.04% | 18,375 | 971 | 5.6% | $10.65万 | 加仓 |
| CB | CHUBB LTD SWITZ | $202.39万 | 0.04% | 6,210 | -91 | -1.4% | -$2.97万 | 减仓 |
| — | DBX ETF TR | $202.53万 | 0.04% | 45,625 | -5,846 | -11.4% | -$25.95万 | 减仓 |
| NET | CLOUDFLARE INC | $203.68万 | 0.04% | 9,871 | 328 | 3.4% | $6.77万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $204.90万 | 0.04% | 7,221 | 305 | 4.4% | $8.65万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $204.91万 | 0.04% | 21,665 | -1,363 | -5.9% | -$12.89万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $205.21万 | 0.04% | 109,446 | 11,893 | 12.2% | $22.30万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $205.32万 | 0.04% | 178,542 | 909 | 0.5% | $1.05万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $205.95万 | 0.04% | 18,832 | 7,015 | 59.4% | $76.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $206.59万 | 0.04% | 3,028 | 14 | 0.5% | $9,552 | 加仓 |
| LRCX | LAM RESEARCH CORP | $208.89万 | 0.04% | 9,777 | -4,718 | -32.5% | -$100.80万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $210.66万 | 0.05% | 44,471 | 2,000 | 4.7% | $9.47万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $211.38万 | 0.05% | 7,570 | 4,512 | 147.5% | $125.99万 | 加仓 |
| TMFC | RBB FD INC | $212.13万 | 0.05% | 32,156 | 1,584 | 5.2% | $10.45万 | 加仓 |
| VLO | VALERO ENERGY CORP | $212.30万 | 0.05% | 8,592 | -183 | -2.1% | -$4.52万 | 减仓 |
| PBF | PBF ENERGY INC | $214.13万 | 0.05% | 44,967 | 36 | 0.1% | $1,714 | 加仓 |
| IWY | ISHARES TR | $216.26万 | 0.05% | 8,691 | -513 | -5.6% | -$12.77万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $216.41万 | 0.05% | 63,914 | 5,563 | 9.5% | $18.84万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $216.42万 | 0.05% | 12,394 | 3,121 | 33.7% | $54.50万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $217.21万 | 0.05% | 22,235 | 3,663 | 19.7% | $35.78万 | 加仓 |
| SUB | ISHARES TR | $220.68万 | 0.05% | 20,721 | -429 | -2.0% | -$4.57万 | 减仓 |
| NEM | NEWMONT CORP | $220.69万 | 0.05% | 20,387 | -1,945 | -8.7% | -$21.05万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $220.90万 | 0.05% | 51,493 | 508 | 1.0% | $2.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $221.12万 | 0.05% | 81,116 | 36,124 | 80.3% | $98.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $222.05万 | 0.05% | 9,094 | -29 | -0.3% | -$7,081 | 减仓 |
| SRE | SEMPRA | $222.52万 | 0.05% | 22,900 | 1,855 | 8.8% | $18.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $223.17万 | 0.05% | 9,712 | -1,120 | -10.3% | -$25.74万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $225.20万 | 0.05% | 52,715 | 5,052 | 10.6% | $21.58万 | 加仓 |
| NUE | NUCOR CORP | $225.73万 | 0.05% | 13,349 | 63 | 0.5% | $1.07万 | 加仓 |
| WPC | WP CAREY INC | $226.73万 | 0.05% | 33,363 | 4,145 | 14.2% | $28.17万 | 加仓 |
| SDY | SPDR SERIES TRUST | $227.92万 | 0.05% | 15,617 | -973 | -5.9% | -$14.20万 | 减仓 |
| — | EA SERIES TRUST | $227.99万 | 0.05% | 85,305 | 37,800 | 79.6% | $101.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $233.75万 | 0.05% | 7,728 | 18 | 0.2% | $5,445 | 加仓 |
| DE | DEERE & CO | $234.86万 | 0.05% | 4,169 | 144 | 3.6% | $8.11万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $235.61万 | 0.05% | 98,956 | -4,905 | -4.7% | -$11.68万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $235.69万 | 0.05% | 82,094 | 34,422 | 72.2% | $98.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $235.88万 | 0.05% | 37,771 | 563 | 1.5% | $3.52万 | 加仓 |
| RKLB | ROCKET LAB CORP | $236.63万 | 0.05% | 36,847 | -12,331 | -25.1% | -$79.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $239.90万 | 0.05% | 71,419 | -187,453 | -72.4% | -$629.65万 | 减仓 |
| C | CITIGROUP INC | $240.07万 | 0.05% | 21,168 | 3,097 | 17.1% | $35.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $241.68万 | 0.05% | 6,577 | 421 | 6.8% | $15.47万 | 加仓 |
| MCK | MCKESSON CORP | $243.16万 | 0.05% | 2,810 | -1 | -0.0% | -$865 | 减仓 |
| BP | BP PLC | $243.69万 | 0.05% | 51,848 | -957 | -1.8% | -$4.50万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $244.45万 | 0.05% | 37,452 | -13,400 | -26.4% | -$87.46万 | 减仓 |
| WFC | WELLS FARGO & CO | $244.63万 | 0.05% | 30,728 | 631 | 2.1% | $5.02万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $248.01万 | 0.05% | 35,249 | -298 | -0.8% | -$2.10万 | 减仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $248.48万 | 0.05% | 116,382 | 3,029 | 2.7% | $6.47万 | 加仓 |
| — | HONEYWELL INTL INC | $250.07万 | 0.05% | 11,063 | 590 | 5.6% | $13.34万 | 加仓 |
| MOAT | VANECK ETF TRUST | $251.32万 | 0.05% | 25,990 | -1,420 | -5.2% | -$13.73万 | 减仓 |
| IHDG | WISDOMTREE TR | $251.48万 | 0.05% | 52,229 | -158 | -0.3% | -$7,608 | 减仓 |
| TXN | TEXAS INSTRS INC | $251.71万 | 0.05% | 12,966 | 131 | 1.0% | $2.54万 | 加仓 |
| IWP | ISHARES TR | $252.84万 | 0.05% | 19,735 | -2,831 | -12.5% | -$36.27万 | 减仓 |
| ENB | ENBRIDGE INC | $252.98万 | 0.05% | 46,727 | -1,483 | -3.1% | -$8.03万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $253.78万 | 0.05% | 23,286 | -21,764 | -48.3% | -$237.19万 | 减仓 |
| NVO | NOVO-NORDISK A S | $255.25万 | 0.05% | 69,457 | 20,934 | 43.1% | $76.93万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $258.67万 | 0.06% | 34,152 | 3,977 | 13.2% | $30.12万 | 加仓 |
| MS | MORGAN STANLEY | $260.46万 | 0.06% | 15,827 | 2,225 | 16.4% | $36.62万 | 加仓 |
| USMV | ISHARES TR | $261.20万 | 0.06% | 28,165 | -5,879 | -17.3% | -$54.52万 | 减仓 |
| USHY | ISHARES TR | $261.42万 | 0.06% | 70,961 | 16,489 | 30.3% | $60.75万 | 加仓 |
| SGOL | ETFS GOLD TR | $261.49万 | 0.06% | 58,604 | -2,655 | -4.3% | -$11.85万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $261.66万 | 0.06% | 5,514 | -2,465 | -30.9% | -$116.98万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $262.61万 | 0.06% | 43,558 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $263.31万 | 0.06% | 43,415 | -65,684 | -60.2% | -$398.37万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $263.55万 | 0.06% | 35,093 | -1,501 | -4.1% | -$11.27万 | 减仓 |
| SHLD | GLOBAL X FDS | $263.70万 | 0.06% | 37,225 | 17,804 | 91.7% | $126.13万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $263.92万 | 0.06% | 137,531 | 893 | 0.7% | $1.71万 | 加仓 |