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
MNST MONSTER BEVERAGE CORP NEW $31.74万0.01%4,381 -495-10.2% -$3.59万 减仓
IXC ISHARES TR $31.74万0.01%5,509 -41-0.7% -$2,362 减仓
RYLD GLOBAL X FDS $31.66万0.01%21,175 3,92522.8% $5.87万 加仓
GDEC FIRST TR EXCHNG TRADED FD VI $31.64万0.01%8,546 00.0% — 不变
INFY INFOSYS LTD $31.60万0.01%23,390 6,66539.9% $9.00万 加仓
— INNOVATOR ETFS TRUST $31.41万0.01%11,798 00.0% — 不变
FFSM FIDELITY COVINGTON TRUST $31.28万0.01%9,789 210.2% $671 加仓
DASH DOORDASH INC $31.25万0.01%2,081 -290-12.2% -$4.35万 减仓
FMAY FIRST TR EXCHNG TRADED FD VI $31.24万0.01%5,917 00.0% — 不变
IWR ISHARES TR $31.05万0.01%3,194 -1,361-29.9% -$13.23万 减仓
HEI HEICO CORP NEW $31.04万0.01%1,132 -49-4.1% -$1.34万 减仓
TDG TRANSDIGM GROUP INC $30.94万0.01%267 11272.3% $12.98万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $30.88万0.01%16,800 16,800— $30.88万 新建仓
AGNC AGNC INVT CORP $30.87万0.01%30,782 1,3914.7% $1.40万 加仓
FEP FIRST TR EXCH TRD ALPHDX FD $30.80万0.01%5,640 791.4% $4,314 加仓
BBRE J P MORGAN EXCHANGE TRADED F $30.76万0.01%3,215 90.3% $861 加仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $30.50万0.01%6,166 6,166— $30.50万 新建仓
PPLT ABRDN PLATINUM ETF TRUST $30.42万0.01%1,707 -1,205-41.4% -$21.48万 减仓
LAC LITHIUM AMERS CORP NEW $30.39万0.01%76,931 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $30.33万0.01%4,311 -193-4.3% -$1.36万 减仓
— INNOVATOR ETFS TRUST $30.30万0.01%10,314 00.0% — 不变
QQQI NEOS ETF TRUST $30.22万0.01%6,082 63611.7% $3.16万 加仓
BCI ABRDN ETFS $30.17万0.01%12,419 12,419— $30.17万 新建仓
EXC EXELON CORP $30.07万0.01%6,134 -1,092-15.1% -$5.35万 减仓
HII HUNTINGTON INGALLS INDS INC $30.01万0.01%790 790— $30.01万 新建仓
VUSB VANGUARD BD INDEX FDS $29.96万0.01%6,018 5069.2% $2.52万 加仓
VTC VANGUARD SCOTTSDALE FDS $29.94万0.01%3,898 -9-0.2% -$691 减仓
DLN WISDOMTREE TR $29.93万0.01%3,350 30.1% $268 加仓
BEN FRANKLIN RESOURCES INC $29.92万0.01%12,665 1,19810.4% $2.83万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $29.68万0.01%11,982 50.0% $124 加仓
IWO ISHARES TR $29.63万0.01%944 -22-2.3% -$6,906 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $29.41万0.01%7,296 00.0% — 不变
JHX JAMES HARDIE INDS PLC $29.34万0.01%15,490 -712-4.4% -$1.35万 减仓
AMZN AMAZON COM INC 看跌期权 $29.16万0.01%1,400 1,400— $29.16万 新建仓
RDVI FIRST TR EXCHANGE-TRADED FD $29.12万0.01%11,397 11,397— $29.12万 新建仓
— CALAMOS ETF TR $29.11万0.01%10,087 -6,525-39.3% -$18.83万 减仓
ICLR ICON PLC $29.10万0.01%2,630 30513.1% $3.38万 加仓
FAST FASTENAL CO $28.96万0.01%6,242 741.2% $3,434 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $28.84万0.01%4,439 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $28.80万0.01%489 -5-1.0% -$2,944 减仓
— DOUBLELINE ETF TRUST $28.79万0.01%8,867 6507.9% $2.11万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $28.64万0.01%3,178 2709.3% $2.43万 加仓
GSSC GOLDMAN SACHS ETF TR $28.57万0.01%3,833 -100-2.5% -$7,455 减仓
DMBS DOUBLELINE ETF TRUST $28.54万0.01%5,780 450.8% $2,222 加仓
EIG EMPLOYERS HLDGS INC $28.53万0.01%6,936 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $28.48万0.01%5,949 66412.6% $3.18万 加仓
IDXX IDEXX LABS INC $28.38万0.01%505 296.1% $1.63万 加仓
IPKW INVESCO EXCH TRADED FD TR II $28.25万0.01%5,022 1533.1% $8,608 加仓
FAAR FIRST TR EXCHANGE TRAD FD VI $28.12万0.01%8,334 93612.7% $3.16万 加仓
FLRG FIDELITY COVINGTON TRUST $28.12万0.01%7,643 -244-3.1% -$8,977 减仓
SAIC SCIENCE APPLICATIONS INTL CO $27.80万0.01%2,929 2,929— $27.80万 新建仓
CRWV COREWEAVE INC $27.75万0.01%3,582 -8,319-69.9% -$64.44万 减仓
DGX QUEST DIAGNOSTICS INC $27.74万0.01%1,415 977.4% $1.90万 加仓
RY ROYAL BK CDA $27.52万0.01%1,701 -76-4.3% -$1.23万 减仓
SHW SHERWIN WILLIAMS CO $27.51万0.01%858 -33-3.7% -$1.06万 减仓
URNM SPROTT FDS TR $27.50万0.01%4,355 1483.5% $9,347 加仓
ADSK AUTODESK INC $27.44万0.01%1,146 423.8% $1.01万 加仓
CIEN CIENA CORP $27.29万0.01%703 703— $27.29万 新建仓
INTL NORTHERN LTS FD TR IV $27.23万0.01%9,596 9,596— $27.23万 新建仓
MUNI PIMCO ETF TR $27.18万0.01%5,208 20.0% $104 加仓
EYLD CAMBRIA ETF TR $27.18万0.01%6,563 69511.8% $2.88万 加仓
NUDM NUSHARES ETF TR $27.08万0.01%7,500 -343-4.4% -$1.24万 减仓
ABM ABM INDS INC $26.95万0.01%6,996 2,50355.7% $9.64万 重新持有
IVOV VANGUARD ADMIRAL FDS INC $26.93万0.01%2,642 -2,206-45.5% -$22.49万 减仓
MSI MOTOROLA SOLUTIONS INC $26.80万0.01%618 345.8% $1.47万 加仓
ALAB ASTERA LABS INC $26.78万0.01%2,443 2,443— $26.78万 新建仓
OUSA ALPS ETF TR $26.69万0.01%4,794 10.0% $56 加仓
CM CANADIAN IMPERIAL BANK OF CO $26.62万0.01%2,809 00.0% — 不变
AGIX KRANESHARES TRUST $26.58万0.01%8,112 8,112— $26.58万 新建仓
CALM CAL MAINE FOODS INC $26.51万0.01%3,349 50617.8% $4.00万 加仓
UBSI UNITED BANKSHARES INC WEST V $26.35万0.01%6,361 -684-9.7% -$2.83万 减仓
CTA SIMPLIFY EXCHANGE TRADED FUN $26.34万0.01%8,717 1581.8% $4,775 加仓
TQQQ PROSHARES TR $26.28万0.01%6,305 6,305— $26.28万 新建仓
QDF FLEXSHARES TR $26.26万0.01%3,320 290.9% $2,294 加仓
TAN INVESCO EXCH TRADED FD TR II $26.23万0.01%4,709 -1,100-18.9% -$6.13万 减仓
— STRATEGY SHS $26.21万0.01%12,000 00.0% — 不变
AVIV AMERICAN CENTY ETF TR $26.10万0.01%3,488 00.0% — 不变
KEY KEYCORP $26.08万0.01%13,006 -16-0.1% -$321 减仓
CPB THE CAMPBELLS COMPANY $26.05万0.01%11,696 2,54927.9% $5.68万 加仓
JUST GOLDMAN SACHS ETF TR $25.86万0.01%2,796 -400-12.5% -$3.70万 减仓
CTAS CINTAS CORP $25.77万0.01%1,523 -6,813-81.7% -$115.26万 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $25.64万0.01%2,833 -4,087-59.1% -$36.98万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $25.59万0.01%6,017 00.0% — 不变
STT STATE STR CORP $25.59万0.01%2,022 60.3% $759 加仓
FNDX SCHWAB STRATEGIC TR $25.59万0.01%9,188 1,48119.2% $4.12万 加仓
— ALBEMARLE CORP $25.51万0.01%3,551 00.0% — 不变
ORI OLD REP INTL CORP $25.47万0.01%6,383 2303.7% $9,178 加仓
— INNOVATOR ETFS TRUST $25.43万0.01%9,439 00.0% — 不变
PNOV INNOVATOR ETFS TRUST $25.36万0.01%6,206 -2,057-24.9% -$8.40万 减仓
— INNOVATOR ETFS TRUST $25.34万0.01%8,629 00.0% — 不变
IBDY ISHARES TR $25.10万0.01%9,708 200.2% $517 加仓
FXY INVESCO CURRENCYSHARES $25.09万0.01%4,335 4,335— $25.09万 新建仓
— SSGA ACTIVE TR $24.97万0.01%10,100 -984-8.9% -$2.43万 减仓
HAL HALLIBURTON CO $24.97万0.01%6,403 -4,818-42.9% -$18.79万 减仓
VNLA JANUS DETROIT STR TR $24.87万0.01%5,090 611.2% $2,981 加仓
RIVN RIVIAN AUTOMOTIVE INC $24.85万0.01%16,514 -125-0.8% -$1,881 减仓
ENSG ENSIGN GROUP INC $24.85万0.01%1,233 -210-14.6% -$4.23万 减仓
BUXX EA SERIES TRUST $24.78万0.01%12,240 -20,676-62.8% -$41.86万 减仓
FLXR TCW ETF TRUST $24.64万0.01%6,275 6,275— $24.64万 新建仓
ARES ARES MANAGEMENT CORPORATION $24.60万0.01%2,255 -3,203-58.7% -$34.94万 减仓