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 |
|---|---|---|---|---|---|---|---|---|
| AX | AXOS FINANCIAL INC | $39.01万 | 0.01% | 4,585 | -138 | -2.9% | -$1.17万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $39.06万 | 0.01% | 5,268 | 14 | 0.3% | $1,038 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $39.21万 | 0.01% | 4,929 | 325 | 7.1% | $2.59万 | 加仓 |
| — | TCW ETF TRUST | $39.22万 | 0.01% | 10,170 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $39.24万 | 0.01% | 17,640 | -125 | -0.7% | -$2,781 | 减仓 |
| PAYX | PAYCHEX INC | $39.33万 | 0.01% | 4,270 | 2,309 | 117.7% | $21.27万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $39.41万 | 0.01% | 3,096 | -25 | -0.8% | -$3,182 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $39.47万 | 0.01% | 78,472 | 68,303 | 671.7% | $34.36万 | 加仓 |
| IBDX | ISHARES TR | $39.49万 | 0.01% | 15,627 | -33 | -0.2% | -$834 | 减仓 |
| IBDW | ISHARES TR | $39.61万 | 0.01% | 18,927 | -1,069 | -5.3% | -$2.24万 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $39.66万 | 0.01% | 11,171 | 550 | 5.2% | $1.95万 | 加仓 |
| INDA | ISHARES TR | $39.76万 | 0.01% | 8,488 | -4,193 | -33.1% | -$19.64万 | 减仓 |
| IQV | IQVIA HLDGS INC | $39.79万 | 0.01% | 2,333 | -66 | -2.8% | -$1.13万 | 减仓 |
| CSL | CARLISLE COS INC | $39.81万 | 0.01% | 1,193 | -67 | -5.3% | -$2.24万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.83万 | 0.01% | 15,687 | 15,687 | — | $39.83万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $39.88万 | 0.01% | 6,392 | -18,266 | -74.1% | -$113.96万 | 减仓 |
| — | BELPOINTE PREP LLC | $39.90万 | 0.01% | 7,500 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES TR | $40.03万 | 0.01% | 17,193 | -1,854 | -9.7% | -$4.32万 | 减仓 |
| KR | KROGER CO | $40.10万 | 0.01% | 5,541 | 1,546 | 38.7% | $11.19万 | 加仓 |
| — | CALAMOS ETF TR | $40.10万 | 0.01% | 14,845 | -16,767 | -53.0% | -$45.29万 | 减仓 |
| EPI | WISDOMTREE TR | $40.16万 | 0.01% | 9,842 | -237 | -2.4% | -$9,670 | 减仓 |
| GGG | GRACO INC | $40.18万 | 0.01% | 4,746 | -169 | -3.4% | -$1.43万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $40.22万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $40.32万 | 0.01% | 10,453 | 1,709 | 19.5% | $6.59万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $40.45万 | 0.01% | 9,134 | 9,134 | — | $40.45万 | 新建仓 |
| IBDR | ISHARES TR | $40.48万 | 0.01% | 16,701 | -3,613 | -17.8% | -$8.76万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $40.58万 | 0.01% | 8,681 | -327 | -3.6% | -$1.53万 | 减仓 |
| CTVA | CORTEVA INC | $40.60万 | 0.01% | 4,850 | 313 | 6.9% | $2.62万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $40.67万 | 0.01% | 9,367 | 140 | 1.5% | $6,079 | 加仓 |
| MP | MP MATERIALS CORP | $40.83万 | 0.01% | 8,461 | -547 | -6.1% | -$2.64万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $40.92万 | 0.01% | 4,088 | -18 | -0.4% | -$1,802 | 减仓 |
| IGV | ISHARES TR | $40.99万 | 0.01% | 5,121 | -3,590 | -41.2% | -$28.74万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $41.06万 | 0.01% | 11,295 | -800 | -6.6% | -$2.91万 | 减仓 |
| VG | VENTURE GLOBAL INC | $41.16万 | 0.01% | 26,119 | -1 | -0.0% | -$16 | 减仓 |
| TM | TOYOTA MOTOR CORP | $41.19万 | 0.01% | 1,999 | -1,359 | -40.5% | -$28.01万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $41.20万 | 0.01% | 10,582 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $41.27万 | 0.01% | 10,985 | -880 | -7.4% | -$3.31万 | 减仓 |
| CLIP | GLOBAL X FDS | $41.36万 | 0.01% | 4,121 | -1,264 | -23.5% | -$12.69万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $41.45万 | 0.01% | 10,242 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $41.50万 | 0.01% | 17,840 | -128 | -0.7% | -$2,977 | 减仓 |
| BBLU | EA SERIES TRUST | $41.56万 | 0.01% | 28,155 | 659 | 2.4% | $9,727 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $41.57万 | 0.01% | 5,862 | 2,341 | 66.5% | $16.60万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $41.74万 | 0.01% | 5,491 | 475 | 9.5% | $3.61万 | 加仓 |
| CUBE | CUBESMART | $41.74万 | 0.01% | 11,390 | -25 | -0.2% | -$916 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $41.77万 | 0.01% | 10,822 | 33 | 0.3% | $1,274 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $41.81万 | 0.01% | 3,640 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $42.10万 | 0.01% | 1,940 | 198 | 11.4% | $4.30万 | 加仓 |
| WSO | WATSCO INC | $42.13万 | 0.01% | 1,158 | 4 | 0.3% | $1,455 | 加仓 |
| TWI | TITAN INTL INC ILL | $42.14万 | 0.01% | 60,984 | -52,393 | -46.2% | -$36.20万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $42.18万 | 0.01% | 915 | -52 | -5.4% | -$2.40万 | 减仓 |
| NLR | VANECK ETF TRUST | $42.21万 | 0.01% | 3,169 | 848 | 36.5% | $11.29万 | 加仓 |
| ALC | ALCON AG | $42.22万 | 0.01% | 5,603 | 9 | 0.2% | $678 | 加仓 |
| HQY | HEALTHEQUITY INC | $42.24万 | 0.01% | 5,055 | -50 | -1.0% | -$4,178 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $42.30万 | 0.01% | 1,835 | 5 | 0.3% | $1,153 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $42.47万 | 0.01% | 18,020 | 18,020 | — | $42.47万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $42.48万 | 0.01% | 21,719 | 3,221 | 17.4% | $6.30万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $42.58万 | 0.01% | 41,018 | 20,331 | 98.3% | $21.10万 | 加仓 |
| RBC | RBC BEARINGS INC | $42.74万 | 0.01% | 787 | 787 | — | $42.74万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $42.81万 | 0.01% | 1,900 | -60 | -3.1% | -$1.35万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $42.89万 | 0.01% | 117,193 | -16 | -0.0% | -$59 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $42.94万 | 0.01% | 5,915 | 103 | 1.8% | $7,478 | 加仓 |
| STE | STERIS PLC | $42.96万 | 0.01% | 1,943 | -52 | -2.6% | -$1.15万 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $42.99万 | 0.01% | 12,788 | 977 | 8.3% | $3.28万 | 加仓 |
| D | DOMINION ENERGY INC | $43.16万 | 0.01% | 6,982 | -819 | -10.5% | -$5.06万 | 减仓 |
| EMN | EASTMAN CHEM CO | $43.18万 | 0.01% | 5,658 | 48 | 0.9% | $3,663 | 加仓 |
| — | GLOBAL X FDS | $43.25万 | 0.01% | 20,555 | 8,175 | 66.0% | $17.20万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $43.49万 | 0.01% | 2,999 | 44 | 1.5% | $6,381 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $43.60万 | 0.01% | 9,007 | 124 | 1.4% | $6,003 | 加仓 |
| TOL | TOLL BROTHERS INC | $43.61万 | 0.01% | 3,195 | 14 | 0.4% | $1,911 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $43.84万 | 0.01% | 1,593 | 52 | 3.4% | $1.43万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $44.16万 | 0.01% | 9,642 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $44.21万 | 0.01% | 7,046 | -837 | -10.6% | -$5.25万 | 减仓 |
| ETR | ENTERGY CORP NEW | $44.24万 | 0.01% | 3,937 | 176 | 4.7% | $1.98万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $44.28万 | 0.01% | 6,381 | -130 | -2.0% | -$9,022 | 减仓 |
| DOW | DOW HLDGS INC | $44.35万 | 0.01% | 10,647 | -6,735 | -38.7% | -$28.05万 | 减仓 |
| SAIA | SAIA INC | $44.37万 | 0.01% | 1,263 | -106 | -7.7% | -$3.72万 | 减仓 |
| SDIV | GLOBAL X FDS | $44.58万 | 0.01% | 17,650 | 400 | 2.3% | $1.01万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $44.70万 | 0.01% | 2,874 | -66 | -2.2% | -$1.03万 | 减仓 |
| IFRA | ISHARES TR | $44.77万 | 0.01% | 7,827 | -1,591 | -16.9% | -$9.10万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $44.78万 | 0.01% | 57,709 | 2,567 | 4.7% | $1.99万 | 加仓 |
| — | DBX ETF TR | $44.80万 | 0.01% | 9,610 | 523 | 5.8% | $2.44万 | 加仓 |
| YUM | YUM BRANDS INC | $44.84万 | 0.01% | 2,884 | 353 | 13.9% | $5.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $44.86万 | 0.01% | 1,145 | -68 | -5.6% | -$2.66万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.99万 | 0.01% | 5,837 | -53 | -0.9% | -$4,085 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $45.07万 | 0.01% | 16,901 | -1,715 | -9.2% | -$4.57万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $45.13万 | 0.01% | 6,209 | 2,421 | 63.9% | $17.60万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $45.18万 | 0.01% | 2,477 | -213 | -7.9% | -$3.89万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $45.27万 | 0.01% | 48,258 | 8,731 | 22.1% | $8.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $45.34万 | 0.01% | 2,600 | 2,600 | — | $45.34万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $45.40万 | 0.01% | 667 | -202 | -23.2% | -$13.75万 | 减仓 |
| EIX | EDISON INTL | $45.55万 | 0.01% | 6,224 | -312 | -4.8% | -$2.28万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $45.72万 | 0.01% | 10,828 | 1,340 | 14.1% | $5.66万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $45.74万 | 0.01% | 7,779 | 166 | 2.2% | $9,761 | 加仓 |
| — | DUPONT DE NEMOURS INC | $45.78万 | 0.01% | 9,995 | -255 | -2.5% | -$1.17万 | 减仓 |
| IR | INGERSOLL RAND INC | $46.16万 | 0.01% | 5,762 | 8 | 0.1% | $641 | 加仓 |
| SPGI | S&P GLOBAL INC | $46.20万 | 0.01% | 1,086 | -95 | -8.0% | -$4.04万 | 减仓 |
| MLRG | ISHARES TR | $46.26万 | 0.01% | 5,148 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $46.35万 | 0.01% | 1,702 | -110 | -6.1% | -$3.00万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $46.42万 | 0.01% | 1,093 | -1,750 | -61.6% | -$74.32万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $46.48万 | 0.01% | 3,714 | 311 | 9.1% | $3.89万 | 加仓 |