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 |
|---|---|---|---|---|---|---|---|---|
| THRO | BLACKROCK ETF TRUST | $375.75万 | 0.07% | 87,162 | -12,730 | -12.7% | -$54.88万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $379.77万 | 0.07% | 119,237 | 16,964 | 16.6% | $54.03万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $382.97万 | 0.07% | 95,196 | 374 | 0.4% | $1.50万 | 加仓 |
| PWR | QUANTA SVCS INC | $383.22万 | 0.07% | 5,322 | 122 | 2.3% | $8.78万 | 加仓 |
| DHS | WISDOMTREE TR | $386.53万 | 0.07% | 34,000 | -43 | -0.1% | -$4,888 | 减仓 |
| QLTY | GMO ETF TRUST | $387.51万 | 0.07% | 93,106 | 1,048 | 1.1% | $4.36万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $389.88万 | 0.07% | 26,684 | -20,179 | -43.1% | -$294.84万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $391.00万 | 0.07% | 40,522 | 4,505 | 12.5% | $43.47万 | 加仓 |
| — | VANECK ETF TRUST | $391.89万 | 0.07% | 85,046 | 4,373 | 5.4% | $20.15万 | 加仓 |
| BOND | PIMCO ETF TR | $395.68万 | 0.07% | 42,911 | -541 | -1.2% | -$4.99万 | 减仓 |
| AOA | ISHARES TR | $399.60万 | 0.08% | 40,943 | 934 | 2.3% | $9.12万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $405.42万 | 0.08% | 93,200 | 5,455 | 6.2% | $23.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $405.70万 | 0.08% | 130,534 | 5,011 | 4.0% | $15.57万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $405.83万 | 0.08% | 14,695 | 14,695 | — | $405.83万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $409.56万 | 0.08% | 92,180 | -3,920 | -4.1% | -$17.42万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $410.36万 | 0.08% | 80,383 | 2,450 | 3.1% | $12.51万 | 加仓 |
| MCD | MCDONALDS CORP | $410.36万 | 0.08% | 15,181 | -816 | -5.1% | -$22.06万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $413.88万 | 0.08% | 173,534 | -13,040 | -7.0% | -$31.10万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $414.43万 | 0.08% | 110,632 | 57,944 | 110.0% | $217.06万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $417.06万 | 0.08% | 26,286 | 3,083 | 13.3% | $48.92万 | 加仓 |
| IEFA | ISHARES TR | $418.07万 | 0.08% | 43,288 | 982 | 2.3% | $9.48万 | 加仓 |
| ET | ENERGY TRANSFER L P | $418.53万 | 0.08% | 218,896 | 2,480 | 1.1% | $4.74万 | 加仓 |
| T | AT&T INC | $418.87万 | 0.08% | 202,351 | 4,648 | 2.4% | $9.62万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $426.70万 | 0.08% | 6,681 | 5,349 | 401.6% | $341.63万 | 加仓 |
| — | CALAMOS ETF TR | $428.56万 | 0.08% | 153,497 | 18,030 | 13.3% | $50.34万 | 加仓 |
| RKLB | ROCKET LAB CORP | $428.84万 | 0.08% | 42,188 | 5,341 | 14.5% | $54.29万 | 加仓 |
| PULS | PGIM ETF TR | $432.26万 | 0.08% | 87,237 | 11,217 | 14.8% | $55.58万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $432.29万 | 0.08% | 84,762 | -11,479 | -11.9% | -$58.54万 | 减仓 |
| USB | US BANCORP | $434.03万 | 0.08% | 71,859 | 2,484 | 3.6% | $15.00万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $434.14万 | 0.08% | 40,224 | 17,989 | 80.9% | $194.15万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $434.79万 | 0.08% | 118,796 | 118,796 | — | $434.79万 | 新建仓 |
| EMR | EMERSON ELEC CO | $444.05万 | 0.08% | 31,020 | 3,587 | 13.1% | $51.35万 | 加仓 |
| CSM | PROSHARES TR | $445.83万 | 0.08% | 52,318 | -20 | -0.0% | -$1,704 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $446.03万 | 0.08% | 163,201 | 41,315 | 33.9% | $112.91万 | 加仓 |
| SPYI | NEOS ETF TRUST | $447.44万 | 0.08% | 84,280 | 17,774 | 26.7% | $94.36万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $451.65万 | 0.09% | 123,639 | 24,717 | 25.0% | $90.29万 | 加仓 |
| DTCR | GLOBAL X FDS | $452.31万 | 0.09% | 148,933 | 148,933 | — | $452.31万 | 新建仓 |
| GLW | CORNING INC | $452.57万 | 0.09% | 17,718 | 9,513 | 115.9% | $242.99万 | 加仓 |
| — | EA SERIES TRUST | $453.44万 | 0.09% | 103,904 | 3,507 | 3.5% | $15.30万 | 加仓 |
| HEFA | ISHARES TR | $457.39万 | 0.09% | 97,472 | 4,783 | 5.2% | $22.44万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $459.42万 | 0.09% | 234,758 | 1,492 | 0.6% | $2.92万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $464.71万 | 0.09% | 146,456 | -5,699 | -3.7% | -$18.08万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $464.82万 | 0.09% | 114,544 | 8,886 | 8.4% | $36.06万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $466.19万 | 0.09% | 58,990 | 2,818 | 5.0% | $22.27万 | 加仓 |
| GE | GE AEROSPACE | $470.02万 | 0.09% | 12,577 | 730 | 6.2% | $27.28万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $478.44万 | 0.09% | 106,062 | 7,106 | 7.2% | $32.06万 | 加仓 |
| IYW | ISHARES TR | $479.92万 | 0.09% | 19,027 | -1,096 | -5.4% | -$27.64万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $484.85万 | 0.09% | 106,937 | -1,399 | -1.3% | -$6.34万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $485.65万 | 0.09% | 111,362 | 16,455 | 17.3% | $71.76万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $487.13万 | 0.09% | 71,468 | 3,761 | 5.6% | $25.64万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $489.88万 | 0.09% | 25,548 | 2,773 | 12.2% | $53.17万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $489.91万 | 0.09% | 96,155 | 96,155 | — | $489.91万 | 新建仓 |
| EFV | ISHARES TR | $490.35万 | 0.09% | 64,057 | -10,632 | -14.2% | -$81.39万 | 减仓 |
| AMGN | AMGEN INC | $491.05万 | 0.09% | 13,560 | 455 | 3.5% | $16.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $496.68万 | 0.09% | 111,966 | -2,706 | -2.4% | -$12.00万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $508.21万 | 0.10% | 117,804 | 31,412 | 36.4% | $135.51万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $514.14万 | 0.10% | 98,232 | -24,079 | -19.7% | -$126.03万 | 减仓 |
| MGV | VANGUARD WORLD FD | $515.26万 | 0.10% | 31,524 | -2,445 | -7.2% | -$39.96万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $517.79万 | 0.10% | 126,662 | -2,514 | -1.9% | -$10.28万 | 减仓 |
| IAU | ISHARES GOLD TR | $517.87万 | 0.10% | 68,583 | 1,118 | 1.7% | $8.44万 | 加仓 |
| IWD | ISHARES TR | $518.25万 | 0.10% | 21,377 | -459 | -2.1% | -$11.13万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $521.32万 | 0.10% | 189,778 | 1,716 | 0.9% | $4.71万 | 加仓 |
| ETN | EATON CORP PLC | $521.72万 | 0.10% | 12,243 | -369 | -2.9% | -$15.72万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $521.94万 | 0.10% | 230,538 | 18,460 | 8.7% | $41.79万 | 加仓 |
| SLV | ISHARES SILVER TR | $522.37万 | 0.10% | 97,693 | 5,469 | 5.9% | $29.24万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $524.20万 | 0.10% | 128,892 | -88 | -0.1% | -$3,579 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $524.87万 | 0.10% | 72,616 | 2,682 | 3.8% | $19.39万 | 加仓 |
| IJR | ISHARES TR | $526.04万 | 0.10% | 35,469 | 1,299 | 3.8% | $19.27万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $536.95万 | 0.10% | 86,452 | 6,813 | 8.6% | $42.32万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $537.56万 | 0.10% | 87,793 | -11,781 | -11.8% | -$72.14万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $544.10万 | 0.10% | 29,375 | -7,736 | -20.8% | -$143.29万 | 减仓 |
| KO | COCA COLA CO | $547.00万 | 0.10% | 67,306 | -27 | -0.0% | -$2,194 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $547.39万 | 0.10% | 102,107 | -25,809 | -20.2% | -$138.36万 | 减仓 |
| QCOM | QUALCOMM INC | $550.51万 | 0.10% | 29,791 | -2,096 | -6.6% | -$38.73万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $551.75万 | 0.10% | 18,013 | 3,274 | 22.2% | $100.28万 | 加仓 |
| LQD | ISHARES TR | $552.67万 | 0.10% | 50,671 | -10,076 | -16.6% | -$109.90万 | 减仓 |
| O | REALTY INCOME CORP | $556.11万 | 0.10% | 89,753 | 7,002 | 8.5% | $43.38万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $559.07万 | 0.11% | 201,831 | 10,449 | 5.5% | $28.94万 | 加仓 |
| KLAC | KLA CORP | $559.99万 | 0.11% | 18,560 | -4,220 | -18.5% | -$127.32万 | 减仓 |
| SOXX | ISHARES TR | $562.12万 | 0.11% | 8,773 | -484 | -5.2% | -$31.01万 | 减仓 |
| DIS | DISNEY WALT CO | $566.39万 | 0.11% | 58,846 | -4,274 | -6.8% | -$41.14万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $571.07万 | 0.11% | 28,900 | 451 | 1.6% | $8.91万 | 加仓 |
| BAC | BANK OF AMER CORP | $572.22万 | 0.11% | 100,425 | 2,364 | 2.4% | $13.47万 | 加仓 |
| MTUM | ISHARES TR | $575.51万 | 0.11% | 16,787 | 11,435 | 213.7% | $392.02万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $585.76万 | 0.11% | 175,955 | -20,964 | -10.6% | -$69.79万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $586.26万 | 0.11% | 142,123 | -1,432 | -1.0% | -$5.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $586.40万 | 0.11% | 17,514 | -105 | -0.6% | -$3.52万 | 减仓 |
| PEP | PEPSICO INC | $591.79万 | 0.11% | 43,707 | 10,107 | 30.1% | $136.85万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $592.68万 | 0.11% | 19,896 | 5,949 | 42.7% | $177.22万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $594.83万 | 0.11% | 54,189 | -990 | -1.8% | -$10.87万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $596.92万 | 0.11% | 97,123 | 1,854 | 1.9% | $11.39万 | 加仓 |
| GIS | GENERAL MILLS INC | $597.61万 | 0.11% | 171,728 | 30,619 | 21.7% | $106.55万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 0.11% | 8 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $600.08万 | 0.11% | 60,626 | -202,550 | -77.0% | -$2,004.86万 | 减仓 |
| PFE | PFIZER INC | $602.10万 | 0.11% | 250,040 | 15,181 | 6.5% | $36.56万 | 加仓 |
| ICSH | ISHARES TR | $614.09万 | 0.12% | 121,409 | -44,009 | -26.6% | -$222.60万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $617.22万 | 0.12% | 175,896 | -15,567 | -8.1% | -$54.62万 | 减仓 |
| IJH | ISHARES TR | $624.26万 | 0.12% | 80,957 | 2,140 | 2.7% | $16.50万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $625.23万 | 0.12% | 164,708 | 76,338 | 86.4% | $289.78万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $629.89万 | 0.12% | 47,272 | 5,937 | 14.4% | $79.11万 | 加仓 |