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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $441.50万 | 0.09% | 17,619 | -4,922 | -21.8% | -$123.34万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $445.28万 | 0.10% | 56,172 | 9,567 | 20.5% | $75.84万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $445.31万 | 0.10% | 67,707 | -28,583 | -29.7% | -$187.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $445.62万 | 0.10% | 114,672 | -815 | -0.7% | -$3.17万 | 减仓 |
| ETN | EATON CORP PLC | $451.09万 | 0.10% | 12,612 | 1,211 | 10.6% | $43.31万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $452.49万 | 0.10% | 94,822 | -65,079 | -40.7% | -$310.56万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $457.04万 | 0.10% | 33,042 | 1,944 | 6.3% | $26.89万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $457.90万 | 0.10% | 41,335 | 5,081 | 14.0% | $56.29万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $460.04万 | 0.10% | 77,933 | 6,292 | 8.8% | $37.14万 | 加仓 |
| AMGN | AMGEN INC | $461.10万 | 0.10% | 13,105 | -507 | -3.7% | -$17.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $466.44万 | 0.10% | 17,238 | 467 | 2.8% | $12.64万 | 加仓 |
| IWD | ISHARES TR | $466.58万 | 0.10% | 21,836 | -289 | -1.3% | -$6.18万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $471.94万 | 0.10% | 128,980 | 37,772 | 41.4% | $138.21万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $473.67万 | 0.10% | 191,382 | -543 | -0.3% | -$1.34万 | 减仓 |
| BAC | BANK AMERICA CORP | $478.05万 | 0.10% | 98,061 | 523 | 0.5% | $2.55万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $480.99万 | 0.10% | 212,078 | 34,427 | 19.4% | $78.08万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $481.72万 | 0.10% | 152,155 | 2,820 | 1.9% | $8.93万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $486.44万 | 0.10% | 217,259 | 40,472 | 22.9% | $90.62万 | 加仓 |
| INTC | INTEL CORP | $489.22万 | 0.10% | 110,860 | 481 | 0.4% | $2.12万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $490.64万 | 0.11% | 96,241 | 4,185 | 4.5% | $21.34万 | 加仓 |
| MGV | VANGUARD WORLD FD | $492.38万 | 0.11% | 33,969 | -3,449 | -9.2% | -$49.99万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $497.15万 | 0.11% | 108,336 | 10,666 | 10.9% | $48.95万 | 加仓 |
| MCD | MCDONALDS CORP | $497.18万 | 0.11% | 15,997 | 1,155 | 7.8% | $35.90万 | 加仓 |
| GEV | GE VERNOVA INC | $497.82万 | 0.11% | 5,703 | -1,052 | -15.6% | -$91.83万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $499.07万 | 0.11% | 44,516 | -54,974 | -55.3% | -$616.32万 | 减仓 |
| O | REALTY INCOME CORP | $506.27万 | 0.11% | 82,751 | -14,488 | -14.9% | -$88.64万 | 减仓 |
| HNGE | HINGE HEALTH INC | $507.08万 | 0.11% | 131,503 | 1,500 | 1.2% | $5.78万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $510.59万 | 0.11% | 188,062 | 14,215 | 8.2% | $38.59万 | 加仓 |
| KO | COCA COLA CO | $512.07万 | 0.11% | 67,333 | -1,173 | -1.7% | -$8.92万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $513.66万 | 0.11% | 129,176 | -3,816 | -2.9% | -$15.17万 | 减仓 |
| PEP | PEPSICO INC | $521.78万 | 0.11% | 33,600 | 719 | 2.2% | $11.17万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $523.17万 | 0.11% | 198,923 | -140,929 | -41.5% | -$370.64万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $524.26万 | 0.11% | 28,449 | 1,534 | 5.7% | $28.27万 | 加仓 |
| GIS | GENERAL MILLS INC | $525.21万 | 0.11% | 141,109 | 21,463 | 17.9% | $79.89万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $528.93万 | 0.11% | 95,269 | 975 | 1.0% | $5.41万 | 加仓 |
| IJH | ISHARES TR | $532.25万 | 0.11% | 78,817 | -54,975 | -41.1% | -$371.25万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $532.31万 | 0.11% | 55,179 | 5,816 | 11.8% | $56.11万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $543.18万 | 0.12% | 99,574 | -64,332 | -39.2% | -$350.93万 | 减仓 |
| EFV | ISHARES TR | $555.32万 | 0.12% | 74,689 | -9,324 | -11.1% | -$69.32万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $557.02万 | 0.12% | 149,737 | 99,798 | 199.8% | $371.25万 | 加仓 |
| ESGU | ISHARES TR | $558.44万 | 0.12% | 39,488 | -128 | -0.3% | -$1.81万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $559.29万 | 0.12% | 143,555 | 47,992 | 50.2% | $186.98万 | 加仓 |
| EEM | ISHARES TR | $560.94万 | 0.12% | 98,775 | 59,606 | 152.2% | $338.50万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $561.48万 | 0.12% | 169,581 | 108,204 | 176.3% | $358.26万 | 加仓 |
| T | AT&T INC | $573.14万 | 0.12% | 197,703 | -32,626 | -14.2% | -$94.58万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 0.12% | 8 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $578.29万 | 0.12% | 56,840 | 1,556 | 2.8% | $15.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $585.61万 | 0.13% | 6,922 | -854 | -11.0% | -$72.25万 | 减仓 |
| IUSB | ISHARES TR | $594.35万 | 0.13% | 128,675 | -174,590 | -57.6% | -$806.43万 | 减仓 |
| IAU | ISHARES GOLD TR | $594.77万 | 0.13% | 67,465 | -94,617 | -58.4% | -$834.15万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $600.19万 | 0.13% | 37,111 | -1,585 | -4.1% | -$25.63万 | 减仓 |
| ITA | ISHARES TR | $600.80万 | 0.13% | 27,465 | 21,055 | 328.5% | $460.58万 | 加仓 |
| DIS | DISNEY WALT CO | $608.36万 | 0.13% | 63,120 | 2,532 | 4.2% | $24.40万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $609.79万 | 0.13% | 237,826 | -904 | -0.4% | -$2.32万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $613.67万 | 0.13% | 46,863 | 227 | 0.5% | $2.97万 | 加仓 |
| SBUX | STARBUCKS CORP | $615.23万 | 0.13% | 68,672 | 21,164 | 44.5% | $189.61万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $617.69万 | 0.13% | 90,465 | 4,466 | 5.2% | $30.49万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $618.08万 | 0.13% | 131,423 | 10,870 | 9.0% | $51.12万 | 加仓 |
| IEMG | ISHARES INC | $623.89万 | 0.13% | 89,447 | 810 | 0.9% | $5.65万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $624.49万 | 0.13% | 346,554 | 3,379 | 1.0% | $6.09万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $626.85万 | 0.13% | 144,343 | -2,885 | -2.0% | -$12.53万 | 减仓 |
| SLV | ISHARES SILVER TR | $628.41万 | 0.13% | 92,224 | -50,609 | -35.4% | -$344.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $631.52万 | 0.14% | 127,916 | -40,033 | -23.8% | -$197.64万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $635.16万 | 0.14% | 122,311 | 15,559 | 14.6% | $80.80万 | 加仓 |
| BA | BOEING CO | $636.89万 | 0.14% | 32,000 | 6,013 | 23.1% | $119.68万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $650.81万 | 0.14% | 27,389 | -922 | -3.3% | -$21.91万 | 减仓 |
| IUSV | ISHARES TR | $653.55万 | 0.14% | 63,917 | 1,298 | 2.1% | $13.27万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $654.79万 | 0.14% | 69,852 | 1,743 | 2.6% | $16.34万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $655.95万 | 0.14% | 95,369 | 20,879 | 28.0% | $143.61万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $656.72万 | 0.14% | 191,463 | -5,052 | -2.6% | -$17.33万 | 减仓 |
| PFE | PFIZER INC | $659.48万 | 0.14% | 234,859 | -8,967 | -3.7% | -$25.18万 | 减仓 |
| LQD | ISHARES TR | $662.08万 | 0.14% | 60,747 | -1,026 | -1.7% | -$11.18万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $678.95万 | 0.15% | 85,878 | 2,134 | 2.5% | $16.87万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $681.67万 | 0.15% | 206,879 | 20,879 | 11.2% | $68.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $685.92万 | 0.15% | 41,485 | 3,824 | 10.2% | $63.23万 | 加仓 |
| ABBV | ABBVIE INC | $689.96万 | 0.15% | 31,724 | -2,728 | -7.9% | -$59.33万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $701.41万 | 0.15% | 280,789 | 65,979 | 30.7% | $164.82万 | 加仓 |
| SHV | ISHARES TR | $701.91万 | 0.15% | 63,584 | 3,667 | 6.1% | $40.48万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $705.54万 | 0.15% | 91,415 | 6,429 | 7.6% | $49.62万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $714.31万 | 0.15% | 214,058 | 9,806 | 4.8% | $32.72万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $717.89万 | 0.15% | 37,406 | 9,299 | 33.1% | $178.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $720.65万 | 0.15% | 287,113 | 3,285 | 1.2% | $8.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $737.83万 | 0.16% | 21,832 | 3,556 | 19.5% | $120.18万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $737.96万 | 0.16% | 130,427 | 6,430 | 5.2% | $36.38万 | 加仓 |
| IWM | ISHARES TR | $738.24万 | 0.16% | 29,768 | 2,415 | 8.8% | $59.89万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $740.67万 | 0.16% | 12,255 | -292 | -2.3% | -$17.65万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $745.53万 | 0.16% | 76,144 | 4,945 | 6.9% | $48.42万 | 加仓 |
| IDV | ISHARES TR | $749.93万 | 0.16% | 176,205 | 106,901 | 154.2% | $454.97万 | 加仓 |
| RTX | RTX CORPORATION | $756.51万 | 0.16% | 39,218 | -5,265 | -11.8% | -$101.56万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $756.56万 | 0.16% | 196,919 | 10,490 | 5.6% | $40.30万 | 加仓 |
| IBHF | ISHARES TR | $758.71万 | 0.16% | 330,591 | 26,711 | 8.8% | $61.30万 | 加仓 |
| QUAL | ISHARES TR | $763.92万 | 0.16% | 39,827 | -5,959 | -13.0% | -$114.30万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $772.62万 | 0.17% | 222,529 | 222,529 | — | $772.62万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $777.99万 | 0.17% | 23,028 | 7,599 | 49.3% | $256.73万 | 加仓 |
| IBHH | ISHARES TR | $781.64万 | 0.17% | 333,037 | 21,811 | 7.0% | $51.19万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $782.10万 | 0.17% | 137,986 | 5,722 | 4.3% | $32.43万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $783.27万 | 0.17% | 206,995 | 2,610 | 1.3% | $9.88万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $787.52万 | 0.17% | 170,941 | 2,786 | 1.7% | $12.84万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $787.55万 | 0.17% | 80,052 | -9,049 | -10.2% | -$89.02万 | 减仓 |
| SHY | ISHARES TR | $787.88万 | 0.17% | 95,419 | 5,123 | 5.7% | $42.30万 | 加仓 |