Mutual Advisors, LLC
OMAHA NE · SEC CIK 0001694080
$53.11亿2026Q2 申报市值
1,392持仓数
26.7%前十大占比 · 第一大 5.3%
133 / 77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
MINT 加仓+$3,679.46万
IEF 加仓+$3,245.03万
FLOT 加仓+$2,195.17万
NVDA 加仓+$1,167.48万
IALT 新建仓+$878.34万
2026Q2 卖出最多 按季末市值估算
IGIB 减仓-$3,863.44万
AGG 减仓-$2,004.86万
SPY 减仓-$1,937.27万
HNGE 减仓-$1,049.93万
TFLO 减仓-$837.94万
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 |
|---|---|---|---|---|---|---|---|---|
| RSG | REPUBLIC SVCS INC | $247.55万 | 0.05% | 11,618 | 5,026 | 76.2% | $107.09万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $248.87万 | 0.05% | 34,943 | -2,509 | -6.7% | -$17.87万 | 减仓 |
| IWY | ISHARES TR | $250.31万 | 0.05% | 8,613 | -78 | -0.9% | -$2.27万 | 减仓 |
| MOAT | VANECK ETF TRUST | $251.01万 | 0.05% | 24,145 | -1,845 | -7.1% | -$19.18万 | 减仓 |
| FIX | COMFORT SYS USA INC | $252.87万 | 0.05% | 1,276 | 37 | 3.0% | $7.33万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $254.03万 | 0.05% | 72,085 | 53,830 | 294.9% | $189.70万 | 加仓 |
| TJX | TJX COS INC NEW | $255.23万 | 0.05% | 16,847 | -1,086 | -6.1% | -$16.45万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $257.25万 | 0.05% | 123,736 | 123,736 | — | $257.25万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $257.56万 | 0.05% | 64,054 | 140 | 0.2% | $5,629 | 加仓 |
| ENB | ENBRIDGE INC | $257.57万 | 0.05% | 47,513 | 786 | 1.7% | $4.26万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $257.86万 | 0.05% | 22,681 | 681 | 3.1% | $7.74万 | 加仓 |
| — | EA SERIES TRUST | $258.06万 | 0.05% | 92,969 | 7,664 | 9.0% | $21.27万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $259.24万 | 0.05% | 100,596 | -15,786 | -13.6% | -$40.68万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $260.33万 | 0.05% | 64,614 | 64,614 | — | $260.33万 | 新建仓 |
| PFF | ISHARES TR | $260.43万 | 0.05% | 85,413 | -1,723 | -2.0% | -$5.25万 | 减仓 |
| JBL | JABIL INC | $261.45万 | 0.05% | 6,782 | 240 | 3.7% | $9.25万 | 加仓 |
| TLTW | ISHARES TR | $263.34万 | 0.05% | 117,880 | 48,435 | 69.7% | $108.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $263.82万 | 0.05% | 37,743 | -28 | -0.1% | -$1,957 | 减仓 |
| TIPX | SPDR SERIES TRUST | $265.24万 | 0.05% | 140,114 | 2,583 | 1.9% | $4.89万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $265.64万 | 0.05% | 119,069 | -98,190 | -45.2% | -$219.06万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $267.02万 | 0.05% | 5,199 | -106 | -2.0% | -$5.44万 | 减仓 |
| AEE | AMEREN CORP | $268.62万 | 0.05% | 23,763 | -1,938 | -7.5% | -$21.91万 | 减仓 |
| OEF | ISHARES TR | $270.64万 | 0.05% | 7,397 | -3,217 | -30.3% | -$117.70万 | 减仓 |
| IHDG | WISDOMTREE TR | $270.87万 | 0.05% | 51,713 | -516 | -1.0% | -$2.70万 | 减仓 |
| BILZ | PIMCO ETF TR | $271.62万 | 0.05% | 26,912 | 20,795 | 340.0% | $209.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $273.35万 | 0.05% | 31,144 | 768 | 2.5% | $6.74万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $275.25万 | 0.05% | 53,024 | 46,612 | 726.9% | $241.96万 | 加仓 |
| DE | DEERE & CO | $276.09万 | 0.05% | 4,352 | 183 | 4.4% | $11.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $276.78万 | 0.05% | 33,492 | 2,764 | 9.0% | $22.84万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $279.16万 | 0.05% | 7,146 | -303 | -4.1% | -$11.84万 | 减仓 |
| EFG | ISHARES TR | $279.90万 | 0.05% | 22,497 | -2,412 | -9.7% | -$30.01万 | 减仓 |
| EEM | ISHARES TR | $280.03万 | 0.05% | 40,935 | -57,840 | -58.6% | -$395.68万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $280.11万 | 0.05% | 48,612 | 5,197 | 12.0% | $29.95万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $281.71万 | 0.05% | 2,919 | 1,774 | 154.9% | $171.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $281.78万 | 0.05% | 8,330 | 602 | 7.8% | $20.36万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $284.05万 | 0.05% | 35,361 | -1,538 | -4.2% | -$12.35万 | 减仓 |
| SHLD | GLOBAL X FDS | $284.14万 | 0.05% | 47,587 | 10,362 | 27.8% | $61.87万 | 加仓 |
| NUE | NUCOR CORP | $286.05万 | 0.05% | 12,842 | -507 | -3.8% | -$11.29万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $286.65万 | 0.05% | 22,689 | 1,282 | 6.0% | $16.20万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $287.55万 | 0.05% | 34,859 | 707 | 2.1% | $5.83万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $288.82万 | 0.05% | 56,246 | -308 | -0.5% | -$1.58万 | 减仓 |
| — | PROSHARES TR | $290.48万 | 0.05% | 115,915 | 115,915 | — | $290.48万 | 新建仓 |
| — | DBX ETF TR | $291.87万 | 0.05% | 65,691 | 20,066 | 44.0% | $89.15万 | 加仓 |
| PSX | PHILLIPS 66 | $292.13万 | 0.06% | 17,281 | 298 | 1.8% | $5.04万 | 加仓 |
| STIP | ISHARES TR | $292.65万 | 0.06% | 28,647 | -184 | -0.6% | -$1.88万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $293.29万 | 0.06% | 54,293 | 2,121 | 4.1% | $11.46万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $293.94万 | 0.06% | 27,438 | -9,034 | -24.8% | -$96.78万 | 减仓 |
| TMFC | RBB FD INC | $295.97万 | 0.06% | 38,862 | 6,706 | 20.9% | $51.07万 | 加仓 |
| BE | BLOOM ENERGY CORP | $296.08万 | 0.06% | 9,781 | 1,234 | 14.4% | $37.35万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $297.46万 | 0.06% | 126,901 | 47,596 | 60.0% | $111.57万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $298.84万 | 0.06% | 43,569 | 11 | 0.0% | $754 | 加仓 |
| IYF | ISHARES TR | $299.45万 | 0.06% | 23,484 | 7,337 | 45.4% | $93.56万 | 加仓 |
| MGK | VANGUARD WORLD FD | $300.83万 | 0.06% | 34,221 | 1,336 | 4.1% | $11.74万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $300.88万 | 0.06% | 66,011 | 1,073 | 1.7% | $4.89万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $302.58万 | 0.06% | 61,714 | 3,405 | 5.8% | $16.69万 | 加仓 |
| HYS | PIMCO ETF TR | $303.14万 | 0.06% | 32,414 | 2,377 | 7.9% | $22.23万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $303.24万 | 0.06% | 60,202 | 21,475 | 55.5% | $108.17万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $304.04万 | 0.06% | 133,940 | 7,384 | 5.8% | $16.76万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $304.31万 | 0.06% | 24,041 | 1,832 | 8.2% | $23.19万 | 加仓 |
| SHOP | SHOPIFY INC | $305.58万 | 0.06% | 26,763 | 2,633 | 10.9% | $30.06万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $306.11万 | 0.06% | 60,608 | 3,723 | 6.5% | $18.80万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $306.32万 | 0.06% | 81,665 | 36,690 | 81.6% | $137.62万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $312.09万 | 0.06% | 78,870 | 2,089 | 2.7% | $8.27万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $315.31万 | 0.06% | 8,901 | 75 | 0.8% | $2.66万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $315.45万 | 0.06% | 7,500 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $316.02万 | 0.06% | 3,287 | -426 | -11.5% | -$40.96万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $316.18万 | 0.06% | 62,419 | 3,049 | 5.1% | $15.44万 | 加仓 |
| TGT | TARGET CORP | $316.71万 | 0.06% | 24,249 | -1,717 | -6.6% | -$22.43万 | 减仓 |
| IDV | ISHARES TR | $322.34万 | 0.06% | 77,803 | -98,402 | -55.8% | -$407.68万 | 减仓 |
| MDT | MEDTRONIC PLC | $323.57万 | 0.06% | 41,362 | -4,181 | -9.2% | -$32.71万 | 减仓 |
| C | CITIGROUP INC | $324.49万 | 0.06% | 23,185 | 2,017 | 9.5% | $28.23万 | 加仓 |
| IEO | ISHARES TR | $326.24万 | 0.06% | 29,704 | -609 | -2.0% | -$6.69万 | 减仓 |
| AOM | ISHARES TR | $329.26万 | 0.06% | 65,998 | -231 | -0.3% | -$1.15万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $329.88万 | 0.06% | 65,220 | 30,758 | 89.3% | $155.57万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $331.38万 | 0.06% | 162,678 | 124,723 | 328.6% | $254.06万 | 加仓 |
| SO | SOUTHERN CO | $333.82万 | 0.06% | 34,878 | 2,473 | 7.6% | $23.67万 | 加仓 |
| CSHI | NEOS ETF TRUST | $333.96万 | 0.06% | 67,048 | 10,139 | 17.8% | $50.50万 | 加仓 |
| UL | UNILEVER PLC | $334.60万 | 0.06% | 55,656 | -547 | -1.0% | -$3.29万 | 减仓 |
| USMV | ISHARES TR | $335.64万 | 0.06% | 34,796 | 6,631 | 23.5% | $63.96万 | 加仓 |
| GLDM | WORLD GOLD TR | $340.74万 | 0.06% | 42,903 | 1,587 | 3.8% | $12.60万 | 加仓 |
| NOBL | PROSHARES TR | $346.60万 | 0.07% | 61,716 | -18,128 | -22.7% | -$101.81万 | 减仓 |
| ADBE | ADOBE INC | $347.09万 | 0.07% | 16,930 | 215 | 1.3% | $4.41万 | 加仓 |
| NVO | NOVO-NORDISK A S | $347.17万 | 0.07% | 72,417 | 2,960 | 4.3% | $14.19万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $348.11万 | 0.07% | 67,769 | 1,375 | 2.1% | $7.06万 | 加仓 |
| PHYL | PGIM ETF TR | $348.35万 | 0.07% | 99,871 | 3,929 | 4.1% | $13.70万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $350.26万 | 0.07% | 109,560 | -107 | -0.1% | -$3,421 | 减仓 |
| EFAV | ISHARES TR | $351.53万 | 0.07% | 40,079 | 40 | 0.1% | $3,508 | 加仓 |
| IWB | ISHARES TR | $356.94万 | 0.07% | 8,717 | -43 | -0.5% | -$1.76万 | 减仓 |
| ITOT | ISHARES TR | $357.32万 | 0.07% | 21,752 | 619 | 2.9% | $10.17万 | 加仓 |
| TBIL | RBB FD INC | $357.78万 | 0.07% | 71,756 | -1,035 | -1.4% | -$5.16万 | 减仓 |
| SHYG | ISHARES TR | $360.22万 | 0.07% | 84,938 | 16,963 | 25.0% | $71.94万 | 加仓 |
| MBB | ISHARES TR | $363.61万 | 0.07% | 38,469 | 1,968 | 5.4% | $18.60万 | 加仓 |
| SNDK | SANDISK CORP | $366.42万 | 0.07% | 1,612 | 776 | 92.8% | $176.39万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $367.54万 | 0.07% | 111,477 | 43,889 | 64.9% | $144.70万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $369.26万 | 0.07% | 141,048 | 34,324 | 32.2% | $89.86万 | 加仓 |
| MS | MORGAN STANLEY | $370.82万 | 0.07% | 17,739 | 1,912 | 12.1% | $39.97万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $371.38万 | 0.07% | 48,943 | -1,984 | -3.9% | -$15.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $372.13万 | 0.07% | 118,211 | 1,466 | 1.3% | $4.61万 | 加仓 |
| ARKW | ARK ETF TR | $374.25万 | 0.07% | 25,835 | 2,726 | 11.8% | $39.49万 | 加仓 |
| TXN | TEXAS INSTRS INC | $374.77万 | 0.07% | 12,573 | -393 | -3.0% | -$11.71万 | 减仓 |