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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $264.20万 | 0.06% | 87,136 | -6,099 | -6.5% | -$18.49万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $264.97万 | 0.06% | 36,899 | 773 | 2.1% | $5.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $265.06万 | 0.06% | 5,305 | -528 | -9.1% | -$26.38万 | 减仓 |
| COP | CONOCOPHILLIPS | $265.59万 | 0.06% | 20,120 | -562 | -2.7% | -$7.42万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $270.92万 | 0.06% | 56,554 | -700 | -1.2% | -$3.35万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $275.37万 | 0.06% | 52,172 | 52,172 | — | $275.37万 | 新建仓 |
| EFG | ISHARES TR | $277.41万 | 0.06% | 24,909 | -7,289 | -22.6% | -$81.18万 | 减仓 |
| ARKW | ARK ETF TR | $278.72万 | 0.06% | 23,109 | -391 | -1.7% | -$4.72万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $278.81万 | 0.06% | 7,500 | -200 | -2.6% | -$7.43万 | 减仓 |
| HYS | PIMCO ETF TR | $280.16万 | 0.06% | 30,037 | 30,037 | — | $280.16万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $280.26万 | 0.06% | 106,724 | 106 | 0.1% | $2,784 | 加仓 |
| NEE | NEXTERA ENERGY INC | $282.13万 | 0.06% | 30,376 | 2,291 | 8.2% | $21.28万 | 加仓 |
| AEE | AMEREN CORP | $282.51万 | 0.06% | 25,701 | -2,266 | -8.1% | -$24.91万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $283.03万 | 0.06% | 58,309 | 58,309 | — | $283.03万 | 新建仓 |
| CSHI | NEOS ETF TRUST | $283.29万 | 0.06% | 56,909 | 14,110 | 33.0% | $70.24万 | 加仓 |
| PWR | QUANTA SVCS INC | $285.48万 | 0.06% | 5,200 | -310 | -5.6% | -$17.02万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $285.76万 | 0.06% | 126,556 | 126,556 | — | $285.76万 | 新建仓 |
| SHOP | SHOPIFY INC | $286.23万 | 0.06% | 24,130 | 2,314 | 10.6% | $27.45万 | 加仓 |
| TJX | TJX COS INC NEW | $286.38万 | 0.06% | 17,933 | 357 | 2.0% | $5.70万 | 加仓 |
| EFA | ISHARES TR | $287.16万 | 0.06% | 29,565 | -5,816 | -16.4% | -$56.49万 | 减仓 |
| SHYG | ISHARES TR | $287.60万 | 0.06% | 67,975 | 46,645 | 218.7% | $197.36万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $288.47万 | 0.06% | 56,885 | 56,885 | — | $288.47万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $290.22万 | 0.06% | 36,017 | 24,926 | 224.7% | $200.85万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $290.80万 | 0.06% | 22,209 | 1,442 | 6.9% | $18.88万 | 加仓 |
| CRM | SALESFORCE INC | $293.00万 | 0.06% | 15,696 | 4,290 | 37.6% | $80.08万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $296.79万 | 0.06% | 59,370 | 1,509 | 2.6% | $7.54万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $297.81万 | 0.06% | 64,938 | 12,653 | 24.2% | $58.03万 | 加仓 |
| STIP | ISHARES TR | $298.20万 | 0.06% | 28,831 | -75 | -0.3% | -$7,757 | 减仓 |
| GILD | GILEAD SCIENCES INC | $298.35万 | 0.06% | 21,407 | -765 | -3.5% | -$10.66万 | 减仓 |
| ITOT | ISHARES TR | $301.00万 | 0.06% | 21,133 | 1,610 | 8.2% | $22.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $301.72万 | 0.06% | 102,273 | 81,540 | 393.3% | $240.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $302.92万 | 0.06% | 8,826 | 416 | 4.9% | $14.28万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $304.08万 | 0.07% | 88,370 | 29,638 | 50.5% | $101.98万 | 加仓 |
| SOXX | ISHARES TR | $304.25万 | 0.07% | 9,257 | 2,651 | 40.1% | $87.13万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $307.79万 | 0.07% | 50,927 | -996 | -1.9% | -$6.02万 | 减仓 |
| PSX | PHILLIPS 66 | $309.40万 | 0.07% | 16,983 | -273 | -1.6% | -$4.97万 | 减仓 |
| IWB | ISHARES TR | $312.34万 | 0.07% | 8,760 | 6 | 0.1% | $2,139 | 加仓 |
| SO | SOUTHERN CO | $312.77万 | 0.07% | 32,405 | 2,858 | 9.7% | $27.59万 | 加仓 |
| AOM | ISHARES TR | $313.73万 | 0.07% | 66,229 | -1,368 | -2.0% | -$6.48万 | 减仓 |
| TGT | TARGET CORP | $314.71万 | 0.07% | 25,966 | -21,889 | -45.7% | -$265.29万 | 减仓 |
| UL | UNILEVER PLC | $320.19万 | 0.07% | 56,203 | 3,456 | 6.6% | $19.69万 | 加仓 |
| LOW | LOWES COS INC | $322.21万 | 0.07% | 13,637 | 915 | 7.2% | $21.62万 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $328.04万 | 0.07% | 118,084 | 118,084 | — | $328.04万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $328.34万 | 0.07% | 66,506 | -881 | -1.3% | -$4.35万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $331.90万 | 0.07% | 121,886 | 109,088 | 852.4% | $297.05万 | 加仓 |
| PHYL | PGIM ETF TR | $332.25万 | 0.07% | 95,942 | 17,813 | 22.8% | $61.69万 | 加仓 |
| QLTY | GMO ETF TRUST | $333.07万 | 0.07% | 92,058 | 6,677 | 7.8% | $24.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $334.06万 | 0.07% | 98,922 | 14,398 | 17.0% | $48.62万 | 加仓 |
| KLAC | KLA CORP | $335.43万 | 0.07% | 2,278 | 24 | 1.1% | $3.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $335.94万 | 0.07% | 20,954 | 5,083 | 32.0% | $81.49万 | 加仓 |
| GE | GE AEROSPACE | $336.19万 | 0.07% | 11,847 | -11 | -0.1% | -$3,121 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $336.35万 | 0.07% | 66,394 | 5,497 | 9.0% | $27.85万 | 加仓 |
| OEF | ISHARES TR | $337.60万 | 0.07% | 10,614 | -11,757 | -52.6% | -$373.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $340.19万 | 0.07% | 23,203 | -4,163 | -15.2% | -$61.04万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $340.64万 | 0.07% | 86,392 | -13,626 | -13.6% | -$53.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $344.63万 | 0.07% | 116,745 | 101,216 | 651.8% | $298.79万 | 加仓 |
| MBB | ISHARES TR | $346.57万 | 0.07% | 36,501 | -2,236 | -5.8% | -$21.23万 | 减仓 |
| — | EA SERIES TRUST | $349.02万 | 0.07% | 100,397 | -3,958 | -3.8% | -$13.76万 | 减仓 |
| AOA | ISHARES TR | $354.04万 | 0.08% | 40,009 | 1,803 | 4.7% | $15.95万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $354.65万 | 0.08% | 76,781 | -1,294 | -1.7% | -$5.98万 | 减仓 |
| BLK | BLACKROCK INC | $357.06万 | 0.08% | 3,713 | 353 | 10.5% | $33.95万 | 加仓 |
| EMR | EMERSON ELEC CO | $359.43万 | 0.08% | 27,433 | 2,434 | 9.7% | $31.89万 | 加仓 |
| USB | US BANCORP | $360.82万 | 0.08% | 69,375 | -149 | -0.2% | -$7,750 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $361.81万 | 0.08% | 99,892 | 10,023 | 11.2% | $36.30万 | 加仓 |
| TBIL | RBB FD INC | $362.94万 | 0.08% | 72,791 | 43,166 | 145.7% | $215.23万 | 加仓 |
| IYW | ISHARES TR | $365.07万 | 0.08% | 20,123 | -3,051 | -13.2% | -$55.35万 | 减仓 |
| EFAV | ISHARES TR | $365.83万 | 0.08% | 40,039 | -1,297 | -3.1% | -$11.85万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $367.66万 | 0.08% | 125,523 | 125,523 | — | $367.66万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $367.71万 | 0.08% | 109,667 | -175 | -0.2% | -$5,868 | 减仓 |
| — | CALAMOS ETF TR | $368.93万 | 0.08% | 135,467 | 5,342 | 4.1% | $14.55万 | 加仓 |
| AMAT | APPLIED MATLS INC | $369.67万 | 0.08% | 10,816 | 4,219 | 64.0% | $144.20万 | 加仓 |
| DHS | WISDOMTREE TR | $371.82万 | 0.08% | 34,043 | -46 | -0.1% | -$5,024 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $372.55万 | 0.08% | 22,775 | 2,835 | 14.2% | $46.37万 | 加仓 |
| PULS | PGIM ETF TR | $376.30万 | 0.08% | 76,020 | 1,823 | 2.5% | $9.02万 | 加仓 |
| IEO | ISHARES TR | $378.61万 | 0.08% | 30,313 | -475 | -1.5% | -$5.93万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $379.30万 | 0.08% | 14,739 | 561 | 4.0% | $14.44万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $379.95万 | 0.08% | 105,658 | 100,003 | 1,768.4% | $359.61万 | 加仓 |
| GLDM | WORLD GOLD TR | $382.96万 | 0.08% | 41,316 | -929 | -2.2% | -$8.61万 | 减仓 |
| IEFA | ISHARES TR | $383.00万 | 0.08% | 42,306 | 1,976 | 4.9% | $17.89万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $383.10万 | 0.08% | 87,745 | 20,661 | 30.8% | $90.21万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $391.19万 | 0.08% | 233,266 | 2,639 | 1.1% | $4.43万 | 加仓 |
| CSM | PROSHARES TR | $391.59万 | 0.08% | 52,338 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $393.88万 | 0.08% | 92,689 | -2,991 | -3.1% | -$12.71万 | 减仓 |
| MDT | MEDTRONIC PLC | $394.63万 | 0.08% | 45,543 | 1,991 | 4.6% | $17.25万 | 加仓 |
| — | VANECK ETF TRUST | $398.52万 | 0.09% | 80,673 | 80,673 | — | $398.52万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $399.15万 | 0.09% | 79,639 | 982 | 1.2% | $4.92万 | 加仓 |
| BOND | PIMCO ETF TR | $400.97万 | 0.09% | 43,452 | 43,452 | — | $400.97万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $404.33万 | 0.09% | 36,472 | -69,374 | -65.5% | -$769.08万 | 减仓 |
| ADBE | ADOBE INC | $406.30万 | 0.09% | 16,715 | -262 | -1.5% | -$6.37万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $409.16万 | 0.09% | 10,480 | 753 | 7.7% | $29.40万 | 加仓 |
| QCOM | QUALCOMM INC | $410.64万 | 0.09% | 31,887 | 908 | 2.9% | $11.69万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $412.87万 | 0.09% | 96,100 | -300 | -0.3% | -$1.29万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $413.70万 | 0.09% | 94,907 | 4,193 | 4.6% | $18.28万 | 加仓 |
| ET | ENERGY TRANSFER L P | $417.68万 | 0.09% | 216,416 | 1,911 | 0.9% | $3.69万 | 加仓 |
| ASML | ASML HLDG NV | $421.29万 | 0.09% | 3,190 | 993 | 45.2% | $131.14万 | 加仓 |
| NOBL | PROSHARES TR | $423.21万 | 0.09% | 39,922 | 23,235 | 139.2% | $246.31万 | 加仓 |
| IJR | ISHARES TR | $424.76万 | 0.09% | 34,170 | -775 | -2.2% | -$9.63万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $428.19万 | 0.09% | 186,574 | -989 | -0.5% | -$2.27万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $428.84万 | 0.09% | 69,934 | 17 | 0.0% | $1,042 | 加仓 |
| ANET | ARISTA NETWORKS INC | $429.05万 | 0.09% | 34,944 | -9,849 | -22.0% | -$120.93万 | 减仓 |