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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $635.94万 | 0.12% | 38,855 | -633 | -1.6% | -$10.36万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $637.51万 | 0.12% | 243,047 | 44,124 | 22.2% | $115.74万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $646.57万 | 0.12% | 138,512 | -5,831 | -4.0% | -$27.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $654.88万 | 0.12% | 12,854 | 599 | 4.9% | $30.52万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $657.31万 | 0.12% | 354,730 | 8,176 | 2.4% | $15.15万 | 加仓 |
| IGSB | ISHARES TR | $659.24万 | 0.12% | 125,786 | -59,711 | -32.2% | -$312.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $659.97万 | 0.12% | 155,873 | -3,360 | -2.1% | -$14.23万 | 减仓 |
| GEV | GE VERNOVA INC | $665.34万 | 0.13% | 5,663 | -40 | -0.7% | -$4.70万 | 减仓 |
| ASML | ASML HLDG NV | $671.84万 | 0.13% | 3,377 | 187 | 5.9% | $37.20万 | 加仓 |
| SBUX | STARBUCKS CORP | $673.29万 | 0.13% | 65,886 | -2,786 | -4.1% | -$28.47万 | 减仓 |
| XAR | SPDR SERIES TRUST | $680.80万 | 0.13% | 23,990 | 19,935 | 491.6% | $565.73万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $681.19万 | 0.13% | 98,823 | 3,454 | 3.6% | $23.81万 | 加仓 |
| IBHI | ISHARES TR | $684.82万 | 0.13% | 292,785 | 275,592 | 1,602.9% | $644.61万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $685.37万 | 0.13% | 129,047 | -30,135 | -18.9% | -$160.05万 | 减仓 |
| SHV | ISHARES TR | $687.22万 | 0.13% | 62,276 | -1,308 | -2.1% | -$14.43万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $691.24万 | 0.13% | 143,471 | 12,048 | 9.2% | $58.05万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $697.78万 | 0.13% | 43,195 | -1,321 | -3.0% | -$21.34万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $697.82万 | 0.13% | 116,829 | -33,590 | -22.3% | -$200.63万 | 减仓 |
| BA | BOEING CO | $698.00万 | 0.13% | 32,245 | 245 | 0.8% | $5.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $699.48万 | 0.13% | 16,829 | -409 | -2.4% | -$17.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $700.03万 | 0.13% | 20,527 | -427 | -2.0% | -$14.56万 | 减仓 |
| IUSB | ISHARES TR | $703.02万 | 0.13% | 152,335 | 23,660 | 18.4% | $109.19万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $703.05万 | 0.13% | 59,921 | 3,081 | 5.4% | $36.15万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $705.70万 | 0.13% | 239,788 | 1,962 | 0.8% | $5.77万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $711.45万 | 0.13% | 92,757 | 1,342 | 1.5% | $10.29万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $715.03万 | 0.13% | 143,639 | -25,577 | -15.1% | -$127.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $723.08万 | 0.14% | 7,150 | 228 | 3.3% | $23.06万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $746.35万 | 0.14% | 82,206 | -3,672 | -4.3% | -$33.34万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $749.76万 | 0.14% | 44,134 | 9,190 | 26.3% | $156.12万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $754.50万 | 0.14% | 93,079 | 2,614 | 2.9% | $21.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $762.40万 | 0.14% | 9,990 | -490 | -4.7% | -$37.40万 | 减仓 |
| IUSV | ISHARES TR | $764.34万 | 0.14% | 69,391 | 5,474 | 8.6% | $60.30万 | 加仓 |
| RTX | RTX CORPORATION | $764.88万 | 0.14% | 40,314 | 1,096 | 2.8% | $20.79万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $767.18万 | 0.14% | 208,699 | 1,704 | 0.8% | $6.26万 | 加仓 |
| QUAL | ISHARES TR | $769.94万 | 0.14% | 35,088 | -4,739 | -11.9% | -$103.99万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $777.48万 | 0.15% | 35,467 | -10,032 | -22.0% | -$219.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $779.75万 | 0.15% | 43,102 | 1,617 | 3.9% | $29.25万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $783.30万 | 0.15% | 73,681 | 3,829 | 5.5% | $40.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $788.37万 | 0.15% | 10,904 | 88 | 0.8% | $6.36万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $790.65万 | 0.15% | 217,272 | 47,691 | 28.1% | $173.55万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $806.89万 | 0.15% | 142,863 | 4,877 | 3.5% | $27.55万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $813.33万 | 0.15% | 324,941 | 44,152 | 15.7% | $110.51万 | 加仓 |
| SHY | ISHARES TR | $815.56万 | 0.15% | 99,325 | 3,906 | 4.1% | $32.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $825.79万 | 0.16% | 19,057 | 9,280 | 94.9% | $402.13万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $826.41万 | 0.16% | 268,610 | -30,609 | -10.2% | -$94.17万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $833.65万 | 0.16% | 287,862 | 749 | 0.3% | $2.17万 | 加仓 |
| DVY | ISHARES TR | $838.24万 | 0.16% | 53,630 | -2,311 | -4.1% | -$36.12万 | 减仓 |
| ORCL | ORACLE CORP | $839.56万 | 0.16% | 57,288 | 2,048 | 3.7% | $30.01万 | 加仓 |
| ABBV | ABBVIE INC | $845.58万 | 0.16% | 33,603 | 1,879 | 5.9% | $47.28万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $858.61万 | 0.16% | 141,243 | 10,816 | 8.3% | $65.75万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $859.68万 | 0.16% | 244,505 | 21,976 | 9.9% | $77.27万 | 加仓 |
| IGIB | ISHARES TR | $861.65万 | 0.16% | 162,056 | -726,620 | -81.8% | -$3,863.44万 | 减仓 |
| RUNN | STRATEGIC TRUST | $863.34万 | 0.16% | 266,497 | -106,761 | -28.6% | -$345.86万 | 减仓 |
| IBHH | ISHARES TR | $865.05万 | 0.16% | 368,107 | 35,070 | 10.5% | $82.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $867.61万 | 0.16% | 40,777 | 3,371 | 9.0% | $71.72万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $876.78万 | 0.17% | 192,741 | -57,205 | -22.9% | -$260.23万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $877.33万 | 0.17% | 59,829 | 2,450 | 4.3% | $35.93万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $878.34万 | 0.17% | 313,134 | 313,134 | — | $878.34万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $891.26万 | 0.17% | 76,392 | 13,032 | 20.6% | $152.04万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $894.77万 | 0.17% | 83,234 | 3,182 | 4.0% | $34.21万 | 加仓 |
| IWF | ISHARES TR | $916.53万 | 0.17% | 73,812 | -908 | -1.2% | -$11.27万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $926.62万 | 0.17% | 175,763 | -31,116 | -15.0% | -$164.04万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $927.42万 | 0.17% | 77,941 | 1,797 | 2.4% | $21.38万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $937.68万 | 0.18% | 185,715 | -43,683 | -19.0% | -$220.56万 | 减仓 |
| VB | VANGUARD INDEX FDS | $954.18万 | 0.18% | 31,479 | 859 | 2.8% | $26.04万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $967.23万 | 0.18% | 61,627 | 28,585 | 86.5% | $448.64万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $970.13万 | 0.18% | 210,670 | 39,729 | 23.2% | $182.95万 | 加仓 |
| MO | ALTRIA GROUP INC | $971.95万 | 0.18% | 135,087 | 12,055 | 9.8% | $86.74万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $977.05万 | 0.18% | 32,249 | 4,860 | 17.7% | $147.24万 | 加仓 |
| MRK | MERCK & CO INC | $1,010.08万 | 0.19% | 78,606 | 987 | 1.3% | $12.68万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,010.47万 | 0.19% | 418,587 | -6,975 | -1.6% | -$16.84万 | 减仓 |
| HD | HOME DEPOT INC | $1,015.14万 | 0.19% | 28,784 | -253 | -0.9% | -$8.92万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,015.89万 | 0.19% | 200,888 | -28,428 | -12.4% | -$143.76万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,018.23万 | 0.19% | 126,378 | -7,570 | -5.7% | -$60.99万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1,018.94万 | 0.19% | 85,532 | 3,160 | 3.8% | $37.65万 | 加仓 |
| IWM | ISHARES TR | $1,019.13万 | 0.19% | 33,920 | 4,152 | 13.9% | $124.75万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,019.66万 | 0.19% | 297,538 | 47,485 | 19.0% | $162.73万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,037.14万 | 0.20% | 245,013 | 30,955 | 14.5% | $131.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,042.56万 | 0.20% | 37,074 | 1,528 | 4.3% | $42.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,047.55万 | 0.20% | 142,699 | 4,313 | 3.1% | $31.66万 | 加仓 |
| HYG | ISHARES TR | $1,071.39万 | 0.20% | 133,974 | 3,408 | 2.6% | $27.25万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,071.57万 | 0.20% | 129,652 | 23,470 | 22.1% | $193.98万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $1,081.31万 | 0.20% | 223,920 | 11,766 | 5.5% | $56.82万 | 加仓 |
| VOTE | TCW ETF TRUST | $1,090.82万 | 0.21% | 123,719 | -1,184 | -0.9% | -$10.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,092.95万 | 0.21% | 22,886 | 1,054 | 4.8% | $50.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,112.78万 | 0.21% | 89,194 | 4,812 | 5.7% | $60.03万 | 加仓 |
| NFLX | NETFLIX INC. | $1,128.01万 | 0.21% | 157,985 | -10,764 | -6.4% | -$76.85万 | 减仓 |
| IEMG | ISHARES INC | $1,130.37万 | 0.21% | 136,453 | 47,006 | 52.6% | $389.40万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $1,142.25万 | 0.22% | 249,563 | 10,015 | 4.2% | $45.84万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,149.43万 | 0.22% | 90,674 | -1,617 | -1.8% | -$20.50万 | 减仓 |
| IQLT | ISHARES TR | $1,158.45万 | 0.22% | 233,794 | -68,486 | -22.7% | -$339.35万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,180.15万 | 0.22% | 100,790 | 14,825 | 17.2% | $173.59万 | 加仓 |
| GOVT | ISHARES TR | $1,188.77万 | 0.22% | 521,849 | -91,159 | -14.9% | -$207.66万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,206.18万 | 0.23% | 257,677 | 13,042 | 5.3% | $61.05万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,211.31万 | 0.23% | 155,476 | 4,006 | 2.6% | $31.21万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,219.40万 | 0.23% | 547,062 | 34,995 | 6.8% | $78.00万 | 加仓 |
| GLD | SPDR GOLD TR | $1,266.34万 | 0.24% | 34,376 | -2,982 | -8.0% | -$109.85万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,282.40万 | 0.24% | 254,494 | 25,825 | 11.3% | $130.13万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,284.06万 | 0.24% | 265,137 | 16,752 | 6.7% | $81.13万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $1,298.89万 | 0.24% | 246,563 | 14,476 | 6.2% | $76.26万 | 加仓 |