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 |
|---|---|---|---|---|---|---|---|---|
| FJUN | FIRST TR EXCHNG TRADED FD VI | $58.15万 | 0.01% | 10,291 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $58.25万 | 0.01% | 8,508 | 4,066 | 91.5% | $27.84万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $58.39万 | 0.01% | 1,117 | 157 | 16.4% | $8.21万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $58.48万 | 0.01% | 3,563 | -125 | -3.4% | -$2.05万 | 减仓 |
| IYH | ISHARES TR | $58.72万 | 0.01% | 9,527 | -2,174 | -18.6% | -$13.40万 | 减仓 |
| OKLO | OKLO INC | $58.73万 | 0.01% | 11,844 | 3,840 | 48.0% | $19.04万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $58.82万 | 0.01% | 17,391 | 509 | 3.0% | $1.72万 | 加仓 |
| — | GLOBAL X FDS | $58.91万 | 0.01% | 22,415 | 1,925 | 9.4% | $5.06万 | 加仓 |
| URA | GLOBAL X FDS | $59.00万 | 0.01% | 12,183 | 1,069 | 9.6% | $5.18万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $59.32万 | 0.01% | 7,939 | 327 | 4.3% | $2.44万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $59.33万 | 0.01% | 19,164 | -11,974 | -38.5% | -$37.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.41万 | 0.01% | 17,704 | -400 | -2.2% | -$1.34万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $59.42万 | 0.01% | 13,980 | -1,740 | -11.1% | -$7.40万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $59.77万 | 0.01% | 13,194 | 1,055 | 8.7% | $4.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.10万 | 0.01% | 15,559 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $60.11万 | 0.01% | 10,428 | -676 | -6.1% | -$3.90万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $60.17万 | 0.01% | 12,536 | 406 | 3.3% | $1.95万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $60.28万 | 0.01% | 10,704 | -19,520 | -64.6% | -$109.92万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $60.30万 | 0.01% | 3,076 | -440 | -12.5% | -$8.63万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $60.48万 | 0.01% | 2,142 | -315 | -12.8% | -$8.89万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $60.49万 | 0.01% | 14,732 | -1,458 | -9.0% | -$5.99万 | 减仓 |
| CPRT | COPART INC | $60.64万 | 0.01% | 18,266 | 36 | 0.2% | $1,195 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $60.70万 | 0.01% | 4,047 | 290 | 7.7% | $4.35万 | 加仓 |
| WHR | WHIRLPOOL CORP | $61.02万 | 0.01% | 11,318 | -448 | -3.8% | -$2.42万 | 减仓 |
| — | GOLDEN ENTMT INC | $61.16万 | 0.01% | 22,917 | 207 | 0.9% | $5,525 | 加仓 |
| PRI | PRIMERICA INC | $61.21万 | 0.01% | 2,444 | 45 | 1.9% | $1.13万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.28万 | 0.01% | 994 | 1 | 0.1% | $617 | 加仓 |
| MET | METLIFE INC | $61.30万 | 0.01% | 8,668 | -1,370 | -13.6% | -$9.69万 | 减仓 |
| HSY | HERSHEY CO | $61.33万 | 0.01% | 2,950 | 822 | 38.6% | $17.09万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $61.73万 | 0.01% | 11,921 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $61.76万 | 0.01% | 6,117 | 6,117 | — | $61.76万 | 新建仓 |
| USAC | USA COMPRESSION PARTNERS LP | $62.00万 | 0.01% | 22,861 | 220 | 1.0% | $5,966 | 加仓 |
| RS | RELIANCE INC | $62.00万 | 0.01% | 2,040 | -143 | -6.6% | -$4.35万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $62.45万 | 0.01% | 21,474 | -1,427 | -6.2% | -$4.15万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $62.45万 | 0.01% | 3,507 | -54 | -1.5% | -$9,616 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $62.95万 | 0.01% | 36,553 | -55 | -0.2% | -$947 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $62.98万 | 0.01% | 2,879 | 71 | 2.5% | $1.55万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $63.11万 | 0.01% | 3,502 | -60 | -1.7% | -$1.08万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $63.26万 | 0.01% | 15,174 | 4,976 | 48.8% | $20.75万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $63.62万 | 0.01% | 16,991 | 33 | 0.2% | $1,236 | 加仓 |
| SYY | SYSCO CORP | $63.87万 | 0.01% | 8,955 | -322 | -3.5% | -$2.30万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $64.02万 | 0.01% | 14,171 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $64.45万 | 0.01% | 8,825 | 272 | 3.2% | $1.99万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $64.48万 | 0.01% | 1,797 | 633 | 54.4% | $22.71万 | 加仓 |
| IDEV | ISHARES TR | $64.59万 | 0.01% | 7,729 | 486 | 6.7% | $4.06万 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $65.01万 | 0.01% | 65,634 | 8,103 | 14.1% | $8.03万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $65.26万 | 0.01% | 14,551 | 1,663 | 12.9% | $7.46万 | 加仓 |
| GEL | GENESIS ENERGY L P | $65.48万 | 0.01% | 36,725 | 304 | 0.8% | $5,420 | 加仓 |
| IYY | ISHARES TR | $65.76万 | 0.01% | 4,150 | -324 | -7.2% | -$5.13万 | 减仓 |
| — | EA SERIES TRUST | $65.76万 | 0.01% | 21,775 | 21,775 | — | $65.76万 | 新建仓 |
| IMCG | ISHARES TR | $66.10万 | 0.01% | 8,392 | 17 | 0.2% | $1,339 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $66.15万 | 0.01% | 2,442 | 287 | 13.3% | $7.77万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $66.22万 | 0.01% | 1,845 | -414 | -18.3% | -$14.86万 | 减仓 |
| MTB | M & T BK CORP | $66.30万 | 0.01% | 3,207 | -906 | -22.0% | -$18.73万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $66.45万 | 0.01% | 5,830 | -305 | -5.0% | -$3.48万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $66.61万 | 0.01% | 5,991 | 74 | 1.3% | $8,227 | 加仓 |
| IDU | ISHARES TR | $66.87万 | 0.01% | 5,759 | -1,477 | -20.4% | -$17.15万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $66.98万 | 0.01% | 748 | -147 | -16.4% | -$13.16万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $67.00万 | 0.01% | 3,220 | 364 | 12.7% | $7.57万 | 加仓 |
| EQNR | EQUINOR ASA | $67.22万 | 0.01% | 15,930 | 3,151 | 24.7% | $13.30万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $67.25万 | 0.01% | 90,143 | -585 | -0.6% | -$4,364 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $67.30万 | 0.01% | 6,040 | 787 | 15.0% | $8.77万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $67.37万 | 0.01% | 15,848 | -5,313 | -25.1% | -$22.59万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $67.64万 | 0.01% | 6,751 | 6,751 | — | $67.64万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $67.79万 | 0.01% | 25,017 | 0 | 0.0% | — | 不变 |
| FFOX | FUNDX INVT TR | $67.85万 | 0.01% | 25,758 | 273 | 1.1% | $7,191 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $67.93万 | 0.01% | 28,553 | -298 | -1.0% | -$7,089 | 减仓 |
| — | INNOVATOR ETFS TRUST | $68.01万 | 0.01% | 24,603 | -20,821 | -45.8% | -$57.56万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $68.01万 | 0.01% | 32,778 | -23,355 | -41.6% | -$48.46万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $68.20万 | 0.01% | 36,763 | 6 | 0.0% | $111 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $68.25万 | 0.01% | 15,234 | -20 | -0.1% | -$896 | 减仓 |
| VTR | VENTAS INC | $68.27万 | 0.01% | 8,348 | 99 | 1.2% | $8,096 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $68.35万 | 0.01% | 7,705 | -2,002 | -20.6% | -$17.76万 | 减仓 |
| TMAT | NORTHERN LTS FD TR IV | $68.63万 | 0.01% | 29,596 | 689 | 2.4% | $1.60万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $68.73万 | 0.01% | 4,459 | -4,066 | -47.7% | -$62.67万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $68.96万 | 0.01% | 27,290 | 4,593 | 20.2% | $11.61万 | 加仓 |
| DGRW | WISDOMTREE TR | $69.08万 | 0.01% | 7,864 | -388 | -4.7% | -$3.41万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $69.12万 | 0.01% | 1,492 | 39 | 2.7% | $1.81万 | 加仓 |
| KGC | KINROSS GOLD CORP | $69.25万 | 0.01% | 22,689 | -5,744 | -20.2% | -$17.53万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $69.29万 | 0.01% | 48,525 | 9 | 0.0% | $129 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $69.39万 | 0.01% | 39,091 | 3,654 | 10.3% | $6.49万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $69.62万 | 0.01% | 18,929 | -9,479 | -33.4% | -$34.86万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $69.63万 | 0.01% | 2,378 | 88 | 3.8% | $2.58万 | 加仓 |
| FDX | FEDEX CORP | $69.74万 | 0.01% | 1,958 | -1,302 | -39.9% | -$46.37万 | 减仓 |
| AN | AUTONATION INC | $70.00万 | 0.01% | 3,585 | -2,923 | -44.9% | -$57.07万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $70.05万 | 0.02% | 4,059 | -666 | -14.1% | -$11.49万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $70.10万 | 0.02% | 7,591 | 109 | 1.5% | $1.01万 | 加仓 |
| NUSC | NUSHARES ETF TR | $70.14万 | 0.02% | 15,566 | -133 | -0.8% | -$5,993 | 减仓 |
| IWC | ISHARES TR | $70.45万 | 0.02% | 4,414 | 930 | 26.7% | $14.84万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $70.69万 | 0.02% | 61,631 | 61,631 | — | $70.69万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $70.70万 | 0.02% | 4,076 | 132 | 3.3% | $2.29万 | 加仓 |
| BSRR | SIERRA BANCORP | $71.07万 | 0.02% | 20,951 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $71.15万 | 0.02% | 1,176 | -89 | -7.0% | -$5.38万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $71.17万 | 0.02% | 12,171 | 188 | 1.6% | $1.10万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $71.21万 | 0.02% | 21,230 | 2,622 | 14.1% | $8.79万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $71.35万 | 0.02% | 14,964 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $71.38万 | 0.02% | 31,740 | 5,189 | 19.5% | $11.67万 | 加仓 |
| KKR | KKR & CO INC | $71.58万 | 0.02% | 7,739 | 976 | 14.4% | $9.03万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $71.76万 | 0.02% | 16,645 | -489 | -2.9% | -$2.11万 | 减仓 |
| AME | AMETEK INC | $71.84万 | 0.02% | 3,351 | -698 | -17.2% | -$14.96万 | 减仓 |