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 |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $30.94万 | 0.01% | 267 | 112 | 72.3% | $12.98万 | 加仓 |
| HEI | HEICO CORP NEW | $31.04万 | 0.01% | 1,132 | -49 | -4.1% | -$1.34万 | 减仓 |
| IWR | ISHARES TR | $31.05万 | 0.01% | 3,194 | -1,361 | -29.9% | -$13.23万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $31.24万 | 0.01% | 5,917 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $31.25万 | 0.01% | 2,081 | -290 | -12.2% | -$4.35万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $31.28万 | 0.01% | 9,789 | 21 | 0.2% | $671 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.41万 | 0.01% | 11,798 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $31.60万 | 0.01% | 23,390 | 6,665 | 39.9% | $9.00万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $31.64万 | 0.01% | 8,546 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $31.66万 | 0.01% | 21,175 | 3,925 | 22.8% | $5.87万 | 加仓 |
| IXC | ISHARES TR | $31.74万 | 0.01% | 5,509 | -41 | -0.7% | -$2,362 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $31.74万 | 0.01% | 4,381 | -495 | -10.2% | -$3.59万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $31.83万 | 0.01% | 1,474 | -655 | -30.8% | -$14.14万 | 减仓 |
| CAVA | CAVA GROUP INC | $31.83万 | 0.01% | 3,935 | -75 | -1.9% | -$6,068 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $31.89万 | 0.01% | 13,116 | 2,695 | 25.9% | $6.55万 | 加仓 |
| FTNT | FORTINET INC | $31.89万 | 0.01% | 3,902 | 32 | 0.8% | $2,615 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $31.90万 | 0.01% | 783 | -207 | -20.9% | -$8.43万 | 减仓 |
| DOX | AMDOCS LTD | $32.21万 | 0.01% | 4,936 | -203 | -4.0% | -$1.32万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $32.34万 | 0.01% | 989 | -13 | -1.3% | -$4,251 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $32.44万 | 0.01% | 1,154 | 1,154 | — | $32.44万 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $32.46万 | 0.01% | 48,592 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $32.56万 | 0.01% | 2,418 | -10 | -0.4% | -$1,347 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.64万 | 0.01% | 8,792 | 0 | 0.0% | — | 不变 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $32.70万 | 0.01% | 11,115 | 22 | 0.2% | $647 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $32.73万 | 0.01% | 12,587 | 388 | 3.2% | $1.01万 | 加仓 |
| — | UBS AG | $32.76万 | 0.01% | 1,973 | 605 | 44.2% | $10.04万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $32.78万 | 0.01% | 26,019 | 5,120 | 24.5% | $6.45万 | 加仓 |
| TDI | TOUCHSTONE ETF TRUST | $32.86万 | 0.01% | 7,967 | 7,967 | — | $32.86万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $32.98万 | 0.01% | 7,834 | 7,834 | — | $32.98万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $32.99万 | 0.01% | 4,418 | 383 | 9.5% | $2.86万 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $33.02万 | 0.01% | 7,145 | -16 | -0.2% | -$740 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $33.07万 | 0.01% | 1,668 | 2 | 0.1% | $397 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $33.16万 | 0.01% | 2,437 | 69 | 2.9% | $9,389 | 加仓 |
| TOPT | ISHARES TR | $33.18万 | 0.01% | 11,593 | 1,655 | 16.7% | $4.74万 | 加仓 |
| IONQ | IONQ INC | $33.22万 | 0.01% | 11,521 | 400 | 3.6% | $1.15万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $33.24万 | 0.01% | 6,412 | 6,412 | — | $33.24万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $33.27万 | 0.01% | 9,779 | -430 | -4.2% | -$1.46万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.29万 | 0.01% | 3,606 | -4,678 | -56.5% | -$43.18万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $33.35万 | 0.01% | 7,071 | -720 | -9.2% | -$3.40万 | 减仓 |
| — | VANECK ETF TRUST | $33.37万 | 0.01% | 13,927 | 4,629 | 49.8% | $11.09万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $33.41万 | 0.01% | 8,044 | 594 | 8.0% | $2.47万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $33.47万 | 0.01% | 7,530 | -202 | -2.6% | -$8,979 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $33.49万 | 0.01% | 8,350 | 2,094 | 33.5% | $8.40万 | 加仓 |
| WSFS | WSFS FINL CORP | $33.55万 | 0.01% | 5,126 | 44 | 0.9% | $2,880 | 加仓 |
| BRO | BROWN & BROWN INC | $33.66万 | 0.01% | 5,162 | 17 | 0.3% | $1,109 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $33.82万 | 0.01% | 3,357 | -327 | -8.9% | -$3.29万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $33.96万 | 0.01% | 5,490 | 5,490 | — | $33.96万 | 新建仓 |
| PRK | PARK NATL CORP | $34.08万 | 0.01% | 2,085 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TERM | $34.12万 | 0.01% | 18,583 | 7,700 | 70.8% | $14.14万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $34.16万 | 0.01% | 7,505 | -390 | -4.9% | -$1.78万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $34.33万 | 0.01% | 600 | 600 | — | $34.33万 | 新建仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $34.35万 | 0.01% | 12,891 | -108 | -0.8% | -$2,878 | 减仓 |
| EWY | ISHARES INC | $34.47万 | 0.01% | 2,802 | 614 | 28.1% | $7.55万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $34.65万 | 0.01% | 18,833 | 18,833 | — | $34.65万 | 新建仓 |
| REM | ISHARES TR | $34.67万 | 0.01% | 16,149 | -1,100 | -6.4% | -$2.36万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $34.81万 | 0.01% | 3,100 | -442 | -12.5% | -$4.96万 | 减仓 |
| EMNT | PIMCO ETF TR | $34.86万 | 0.01% | 3,524 | 1,226 | 53.4% | $12.13万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $35.01万 | 0.01% | 4,787 | -469 | -8.9% | -$3.43万 | 减仓 |
| TFPN | TIDAL TRUST II | $35.05万 | 0.01% | 12,602 | -6 | -0.0% | -$167 | 减仓 |
| VRSN | VERISIGN INC | $35.11万 | 0.01% | 1,414 | -215 | -13.2% | -$5.34万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $35.20万 | 0.01% | 5,014 | -1,711 | -25.4% | -$12.01万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $35.42万 | 0.01% | 4,711 | -481 | -9.3% | -$3.62万 | 减仓 |
| SLB | SLB LIMITED | $35.53万 | 0.01% | 6,914 | -146 | -2.1% | -$7,503 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.64万 | 0.01% | 461 | -41 | -8.2% | -$3.17万 | 减仓 |
| CAIE | CALAMOS ETF TR | $35.71万 | 0.01% | 14,205 | 14,205 | — | $35.71万 | 新建仓 |
| VMC | VULCAN MATLS CO | $35.74万 | 0.01% | 1,313 | -28 | -2.1% | -$7,623 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $35.85万 | 0.01% | 10,116 | -1,981 | -16.4% | -$7.02万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $35.92万 | 0.01% | 10,872 | 563 | 5.5% | $1.86万 | 加仓 |
| XYLD | GLOBAL X FDS | $35.93万 | 0.01% | 9,182 | 929 | 11.3% | $3.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.99万 | 0.01% | 13,469 | -386 | -2.8% | -$1.03万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $36.02万 | 0.01% | 1,332 | -248 | -15.7% | -$6.71万 | 减仓 |
| — | GLOBAL X FDS | $36.05万 | 0.01% | 14,150 | 1,825 | 14.8% | $4.65万 | 加仓 |
| IEUR | ISHARES TR | $36.25万 | 0.01% | 5,159 | 5,159 | — | $36.25万 | 新建仓 |
| ALL | ALLSTATE CORP | $36.41万 | 0.01% | 1,756 | -1,074 | -38.0% | -$22.27万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $36.83万 | 0.01% | 506 | 506 | — | $36.83万 | 新建仓 |
| L | LOEWS CORP | $36.88万 | 0.01% | 3,455 | 213 | 6.6% | $2.27万 | 加仓 |
| ING | ING GROEP N.V. | $36.92万 | 0.01% | 14,173 | 3,523 | 33.1% | $9.18万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $36.92万 | 0.01% | 5,496 | 1,831 | 50.0% | $12.30万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $36.96万 | 0.01% | 5,469 | 185 | 3.5% | $1.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.97万 | 0.01% | 15,090 | -3,006 | -16.6% | -$7.36万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $37.06万 | 0.01% | 3,088 | 55 | 1.8% | $6,601 | 加仓 |
| KBE | SPDR SERIES TRUST | $37.18万 | 0.01% | 6,244 | -4,773 | -43.3% | -$28.42万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $37.20万 | 0.01% | 2,252 | -407 | -15.3% | -$6.72万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $37.26万 | 0.01% | 25,026 | 6 | 0.0% | $89 | 加仓 |
| — | ISHARES TR | $37.30万 | 0.01% | 8,055 | 3,264 | 68.1% | $15.12万 | 加仓 |
| RBLX | ROBLOX CORP | $37.36万 | 0.01% | 6,606 | 503 | 8.2% | $2.84万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $37.53万 | 0.01% | 16,154 | 445 | 2.8% | $1.03万 | 加仓 |
| IBDV | ISHARES TR | $37.60万 | 0.01% | 17,176 | -2,534 | -12.9% | -$5.55万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $37.72万 | 0.01% | 5,512 | -148 | -2.6% | -$1.01万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $37.75万 | 0.01% | 10,671 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $37.75万 | 0.01% | 3,183 | 160 | 5.3% | $1.90万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $37.88万 | 0.01% | 12,845 | 1,996 | 18.4% | $5.89万 | 加仓 |
| IBDS | ISHARES TR | $37.89万 | 0.01% | 15,632 | 115 | 0.7% | $2,788 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $38.01万 | 0.01% | 7,205 | -100 | -1.4% | -$5,276 | 减仓 |
| WMB | WILLIAMS COS INC | $38.02万 | 0.01% | 5,224 | -287 | -5.2% | -$2.09万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $38.18万 | 0.01% | 7,516 | 532 | 7.6% | $2.70万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $38.23万 | 0.01% | 12,486 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $38.30万 | 0.01% | 3,069 | 1,610 | 110.3% | $20.09万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $38.34万 | 0.01% | 6,888 | -1,082 | -13.6% | -$6.02万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $38.58万 | 0.01% | 3,863 | 733 | 23.4% | $7.32万 | 加仓 |