13F 机构持仓

Mutual Advisors, LLC

OMAHA NE · SEC CIK 0001694080

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$53.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 5.6%
IEF 4.4%
AAPL 3.5%
IVV 2.9%
SGOV 2.2%
BRK/B 2.2%
MSFT 1.9%
VOO 1.4%
LLY 1.3%
NVDA 1.3%

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
USFR WISDOMTREE TR $72.18万0.02%14,338 4,29142.7% $21.60万 加仓
TER TERADYNE INC $72.40万0.02%2,442 64936.2% $19.24万 加仓
MPWR MONOLITHIC PWR SYS INC $72.71万0.02%665 14527.9% $15.85万 加仓
RPG INVESCO EXCHANGE TRADED FD T $73.23万0.02%15,667 -524-3.2% -$2.45万 减仓
VST VISTRA CORP $73.51万0.02%4,890 -7,641-61.0% -$114.87万 减仓
OUSM ALPS ETF TR $73.70万0.02%16,849 -1,486-8.1% -$6.50万 减仓
FIGR FIGURE TECHNOLOGY SOLUTIO $73.70万0.02%21,709 -13,002-37.5% -$44.14万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $73.73万0.02%13,201 9,635270.2% $53.81万 加仓
OWL BLUE OWL CAPITAL INC $73.85万0.02%80,888 29,69658.0% $27.11万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $74.23万0.02%35,098 1,4284.2% $3.02万 加仓
BKR BAKER HUGHES COMPANY $74.26万0.02%12,164 -1,287-9.6% -$7.86万 减仓
PYPL PAYPAL HLDGS INC $74.32万0.02%16,432 4,63439.3% $20.96万 加仓
MEI METHODE ELECTRS INC $74.33万0.02%134,649 00.0% — 不变
IHI ISHARES TR $75.29万0.02%14,113 1,1338.7% $6.04万 加仓
CALI BLACKROCK ETF TRUST II $76.07万0.02%15,084 10,084201.7% $50.85万 加仓
FFIN FIRST FINL BANKSHARES INC $76.28万0.02%25,903 380.1% $1,119 加仓
EWG ISHARES INC $76.85万0.02%19,373 5302.8% $2.10万 加仓
SUSB ISHARES TR $77.07万0.02%30,750 12,45468.1% $31.22万 加仓
BKLN INVESCO EXCH TRADED FD TR II $77.47万0.02%37,955 1,2323.4% $2.51万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $77.93万0.02%4,905 -10-0.2% -$1,589 减仓
JAVA J P MORGAN EXCHANGE TRADED F $78.03万0.02%10,875 1,13211.6% $8.12万 加仓
ISTB ISHARES TR $78.14万0.02%16,124 900.6% $4,362 加仓
SR SPIRE INC $78.46万0.02%8,666 -419-4.6% -$3.79万 减仓
EQIX EQUINIX INC $78.53万0.02%801 81.0% $7,844 加仓
FXH FIRST TR EXCHANGE-TRADED FD $78.76万0.02%7,175 -4,242-37.2% -$46.57万 减仓
COWZ PACER FDS TR $79.47万0.02%12,703 -380-2.9% -$2.38万 减仓
MOH MOLINA HEALTHCARE INC $79.49万0.02%5,963 5,963— $79.49万 新建仓
BLMN BLOOMIN BRANDS INC $79.85万0.02%147,878 00.0% — 不变
DG DOLLAR GEN CORP $80.15万0.02%6,751 3986.3% $4.73万 加仓
FNOV FIRST TR EXCHNG TRADED FD VI $80.58万0.02%15,091 00.0% — 不变
XAGG MORGAN STANLEY ETF TRUST $80.71万0.02%16,252 6,45265.8% $32.04万 加仓
BOCT INNOVATOR ETFS TRUST $81.11万0.02%16,902 00.0% — 不变
XMHQ INVESCO EXCHANGE TRADED FD T $81.11万0.02%7,846 2,68151.9% $27.71万 加仓
— ETF SER SOLUTIONS $81.31万0.02%21,230 00.0% — 不变
BUYW NORTHERN LTS FD TR IV $81.33万0.02%57,762 6,09411.8% $8.58万 加仓
NSP INSPERITY INC $81.39万0.02%30,099 30,099— $81.39万 新建仓
GAUG FIRST TR EXCHNG TRADED FD VI $81.71万0.02%21,109 00.0% — 不变
GRNY TIDAL TRUST I $81.82万0.02%34,276 -11,358-24.9% -$27.11万 减仓
EME EMCOR GROUP INC $81.98万0.02%1,110 27232.5% $20.09万 加仓
PCMM BONDBLOXX ETF TRUST $82.08万0.02%16,692 -5,534-24.9% -$27.21万 减仓
— NORTHERN LTS FD TR II $82.39万0.02%28,579 -816-2.8% -$2.35万 减仓
SLI STANDARD LITHIUM LTD $82.46万0.02%241,825 241,825— $82.46万 新建仓
WES WESTERN MIDSTREAM PARTNERS L $82.49万0.02%20,035 4,58229.7% $18.86万 加仓
NAC NUVEEN CA DIVI ADV MUN $82.70万0.02%70,991 3,2624.8% $3.80万 加仓
CNEQ THE ALGER ETF TRUST $82.98万0.02%26,664 5,51926.1% $17.18万 加仓
XEMDX WESTERN ASSET EMERGING MKTS $83.52万0.02%85,053 1,2101.4% $1.19万 加仓
BHP BHP BILLITON LIMITED $84.00万0.02%11,547 4,32259.8% $31.44万 加仓
CMI CUMMINS INC $84.31万0.02%1,567 -1,058-40.3% -$56.92万 减仓
IUSG ISHARES TR $84.51万0.02%5,448 -720-11.7% -$11.17万 减仓
EGY VAALCO ENERGY INC $84.96万0.02%134,005 99,336286.5% $62.98万 加仓
CVS CVS HEALTH CORP $85.19万0.02%11,862 4323.8% $3.10万 加仓
INTU INTUIT $85.29万0.02%1,973 1266.8% $5.45万 加仓
DOV DOVER CORP $85.40万0.02%4,097 -125-3.0% -$2.61万 减仓
COMP COMPASS INC $85.59万0.02%117,089 117,089— $85.59万 新建仓
— FIRST TR EXCHNG TRADED FD VI $86.03万0.02%20,539 -785-3.7% -$3.29万 减仓
HHH HOWARD HUGHES HOLDINGS INC $86.42万0.02%13,662 3002.2% $1.90万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $86.56万0.02%21,744 -85,002-79.6% -$338.39万 减仓
DFGP DIMENSIONAL ETF TRUST $86.70万0.02%16,058 3,44527.3% $18.60万 加仓
RWX SPDR INDEX SHS FDS $87.02万0.02%32,691 -209-0.6% -$5,564 减仓
AON AON PLC $87.11万0.02%2,699 -25-0.9% -$8,069 减仓
OXY OCCIDENTAL PETE CORP $87.22万0.02%13,419 380.3% $2,470 加仓
SHM SPDR SERIES TRUST $87.25万0.02%18,242 3021.7% $1.44万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $87.28万0.02%46,082 -177,052-79.3% -$335.34万 减仓
— GLOBAL X FDS $87.28万0.02%40,015 2,3756.3% $5.18万 加仓
NOV NOV INC $87.32万0.02%46,421 46,421— $87.32万 新建仓
IYK ISHARES TR $87.44万0.02%12,487 -1,118-8.2% -$7.83万 减仓
SNPS SYNOPSYS INC $87.66万0.02%2,211 71948.2% $28.51万 加仓
— FIRST TR EXCHNG TRADED FD VI $87.77万0.02%21,677 -10-0.0% -$405 减仓
P EVERPURE INC $88.18万0.02%14,935 6,55278.2% $38.68万 加仓
APH AMPHENOL CORP $88.28万0.02%6,987 -13,475-65.9% -$170.26万 减仓
IXN ISHARES TR $88.48万0.02%8,850 250.3% $2,499 加仓
IVES WEDBUSH SER TR $88.88万0.02%31,329 14,79589.5% $41.97万 加仓
HYBB ISHARES TR $88.92万0.02%19,126 1,1196.2% $5.20万 加仓
SPGP INVESCO EXCHANGE TRADED FD T $88.97万0.02%8,267 -780-8.6% -$8.39万 减仓
BABA ALIBABA GROUP HLDG LTD $89.05万0.02%7,098 2,89068.7% $36.26万 加仓
SCL STEPAN CO $89.22万0.02%17,852 17,852— $89.22万 新建仓
SPAB SPDR SERIES TRUST $89.62万0.02%34,981 8072.4% $2.07万 加仓
CL COLGATE PALMOLIVE CO $91.21万0.02%10,701 3083.0% $2.63万 加仓
CME CME GROUP INC $91.48万0.02%3,097 1464.9% $4.31万 加仓
MHD BLACKROCK MUNIHOLDINGS FD IN $92.69万0.02%82,168 82,168— $92.69万 新建仓
ILDR FIRST TR EXCHNG TRADED FD VI $92.69万0.02%31,124 2,3328.1% $6.94万 加仓
— ETF OPPORTUNITIES TRUST $92.71万0.02%23,369 3,86219.8% $15.32万 加仓
TDTT FLEXSHARES TR $92.84万0.02%38,299 1,1043.0% $2.68万 加仓
COR CENCORA INC $93.42万0.02%2,974 2,974— $93.42万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $93.50万0.02%15,701 2,63820.2% $15.71万 加仓
RIO RIO TINTO PLC $93.60万0.02%10,033 1,79421.8% $16.74万 加仓
GPC GENUINE PARTS CO $94.19万0.02%8,907 4465.3% $4.72万 加仓
TMC TMC THE METALS COMPANY INC $94.38万0.02%202,109 -17,154-7.8% -$8.01万 减仓
MQY BLACKROCK MUNIYILD QULT FD I $94.62万0.02%86,177 -2,540-2.9% -$2.79万 减仓
FOXF FOX FACTORY HLDG CORP $94.64万0.02%57,497 00.0% — 不变
SNX TD SYNNEX CORPORATION $94.95万0.02%5,628 210.4% $3,543 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $95.23万0.02%54,984 27,48599.9% $47.60万 加仓
ROST ROSS STORES INC $95.24万0.02%4,396 210.5% $4,549 加仓
BASG ADVISORS INNER CIRCLE FD III $95.28万0.02%41,935 41,935— $95.28万 新建仓
NKE NIKE INC $95.30万0.02%18,043 -952-5.0% -$5.03万 减仓
— PARNASSUS INCOME FDS $95.36万0.02%38,143 38,143— $95.36万 新建仓
AIQ GLOBAL X FDS $95.48万0.02%20,459 -11,295-35.6% -$52.71万 减仓
— SABA CAPITAL INCOME & OPPORT $95.53万0.02%114,820 -295-0.3% -$2,454 减仓
FCAL FIRST TR EXCH TRADED FD III $95.83万0.02%19,602 -528-2.6% -$2.58万 减仓
CDNS CADENCE DESIGN SYSTEM INC $96.12万0.02%3,459 2,237183.1% $62.16万 加仓