13F 机构持仓

Mutual Advisors, LLC

OMAHA NE · SEC CIK 0001694080

2026Q22026Q1 更早 9 个季度 🔒
$53.11亿2026Q2 申报市值
1,392持仓数
26.7%前十大占比 · 第一大 5.3%
133 / 77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 5.3%
IEF 4.5%
AAPL 3.6%
IVV 2.9%
BRK/B 2.0%
SGOV 2.0%
MSFT 1.7%
LLY 1.6%
VOO 1.5%
NVDA 1.5%

2026Q2 买入最多 按季末市值估算

MINT 加仓+$3,679.46万
IEF 加仓+$3,245.03万
FLOT 加仓+$2,195.17万
NVDA 加仓+$1,167.48万
IALT 新建仓+$878.34万

2026Q2 卖出最多 按季末市值估算

IGIB 减仓-$3,863.44万
AGG 减仓-$2,004.86万
SPY 减仓-$1,937.27万
HNGE 减仓-$1,049.93万
TFLO 减仓-$837.94万

2026Q2 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
— WARNER BROS DISCOVERY INC $36.84万0.01%13,820 -6,112-30.7% -$16.29万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $36.82万0.01%4,037 4,037— $36.82万 新建仓
— EXCHANGE LISTED FDS TR $36.76万0.01%13,249 6625.3% $1.84万 加仓
ALC ALCON AG $36.69万0.01%5,468 -135-2.4% -$9,058 减仓
FHEQ FIDELITY GREENWOOD STREET TR $36.65万0.01%11,129 140.1% $461 加仓
GGG GRACO INC $36.43万0.01%4,818 721.5% $5,444 加仓
FDL FIRST TR EXCHANGE-TRADED FD $36.28万0.01%7,455 -61-0.8% -$2,968 减仓
— PROSHARES TR $36.24万0.01%25,000 -7,716-23.6% -$11.18万 减仓
PNW PINNACLE WEST CAP CORP $36.17万0.01%3,380 230.7% $2,461 加仓
DTM DT MIDSTREAM INC $36.13万0.01%2,462 441.8% $6,457 加仓
VRSN VERISIGN INC $36.00万0.01%1,431 171.2% $4,277 加仓
VTC VANGUARD SCOTTSDALE FDS $35.96万0.01%4,683 78520.1% $6.03万 加仓
PFEB INNOVATOR ETFS TRUST $35.96万0.01%8,350 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $35.89万0.01%4,791 40.1% $300 加仓
TSLX SIXTH STREET SPECIALTY LENDI $35.71万0.01%20,800 4,00023.8% $6.87万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $35.67万0.01%22,464 -32,520-59.1% -$51.64万 减仓
REM ISHARES TR $35.61万0.01%16,149 00.0% — 不变
RDIV INVESCO EXCH TRADED FD TR II $35.60万0.01%6,138 -750-10.9% -$4.35万 减仓
— SSGA ACTIVE TR $35.60万0.01%4,439 4,439— $35.60万 新建仓
EIG EMPLOYERS HLDGS INC $35.22万0.01%6,977 410.6% $2,070 加仓
WTV WISDOMTREE TR $35.13万0.01%3,454 -1,542-30.9% -$15.68万 减仓
FLXR TCW ETF TRUST $35.07万0.01%8,943 2,66842.5% $10.46万 加仓
TDS TELEPHONE & DATA SYS INC $34.80万0.01%9,402 1,56820.0% $5.80万 加仓
GSSC GOLDMAN SACHS ETF TR $34.76万0.01%3,809 -24-0.6% -$2,190 减仓
— INNOVATOR ETFS TRUST $34.72万0.01%13,372 13,372— $34.72万 新建仓
SSNC SS&C TECH HLDGS $34.70万0.01%5,592 1232.2% $7,633 加仓
— INNOVATOR ETFS TRUST $34.18万0.01%12,404 -1,065-7.9% -$2.94万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $34.10万0.01%3,164 -14-0.4% -$1,509 减仓
— BELPOINTE PREP LLC $33.97万0.01%7,500 00.0% — 不变
GGOV BLACKROCK ETF TRUST II $33.85万0.01%6,730 6,730— $33.85万 新建仓
FNCL FIDELITY COVINGTON TRUST $33.58万0.01%4,387 -627-12.5% -$4.80万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $33.58万0.01%7,486 -44-0.6% -$1,973 减仓
AMZN AMAZON COM INC 看跌期权 $33.37万0.01%1,400 00.0% — 不变
AVIG AMERICAN CENTY ETF TR $33.31万0.01%8,044 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $33.22万0.01%3,687 -1,024-21.7% -$9.23万 减仓
NLR VANECK ETF TRUST $33.14万0.01%2,858 -311-9.8% -$3.61万 减仓
AVDV AMERICAN CENTY ETF TR $33.09万0.01%3,211 -652-16.9% -$6.72万 减仓
AGNC AGNC INVT CORP $33.05万0.01%30,317 -465-1.5% -$5,068 减仓
ORLY OREILLY AUTOMOTIVE INC $33.02万0.01%3,586 -20-0.6% -$1,842 减仓
— FIRST TR EXCHNG TRADED FD VI $32.90万0.01%8,417 -375-4.3% -$1.47万 减仓
PINK SIMPLIFY EXCHANGE TRADED FUN $32.89万0.01%8,400 -513-5.8% -$2.01万 重新持有
CM CANADIAN IMPERIAL BANK OF CO $32.88万0.01%2,859 501.8% $5,750 加仓
DPZ DOMINOS PIZZA INC $32.84万0.01%1,109 -688-38.3% -$20.37万 减仓
FEP FIRST TR EXCH TRD ALPHDX FD $32.73万0.01%5,737 971.7% $5,534 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $32.73万0.01%7,190 -15-0.2% -$683 减仓
— FIRST TR EXCHANGE TRADED FD $32.61万0.01%9,755 -1,067-9.9% -$3.57万 减仓
YPF YPF SOCIEDAD ANONIMA $32.52万0.01%7,152 70.1% $318 加仓
IWR ISHARES TR $32.29万0.01%2,927 -267-8.4% -$2.95万 减仓
REGN REGENERON PHARMACEUTICALS $32.19万0.01%516 5511.9% $3.43万 加仓
EYLD CAMBRIA ETF TR $32.19万0.01%7,088 5258.0% $2.38万 加仓
GDEC FIRST TR EXCHNG TRADED FD VI $32.15万0.01%8,076 -470-5.5% -$1.87万 减仓
CAT CATERPILLAR INC 看跌期权 $31.95万0.01%300 00.0% — 不变
STT STATE STR CORP $31.86万0.01%1,879 -143-7.1% -$2.42万 减仓
PDI PIMCO DYNAMIC INCOME FD $31.73万0.01%19,000 19,000— $31.73万 新建仓
— INNOVATOR ETFS TRUST $31.59万0.01%11,471 -327-2.8% -$9,004 减仓
CALF PACER FDS TR $31.46万0.01%6,217 1,09321.3% $5.53万 加仓
CAG CONAGRA BRANDS INC $31.43万0.01%23,352 10,65083.8% $14.33万 加仓
FLRG FIDELITY COVINGTON TRUST $31.27万0.01%7,623 -20-0.3% -$820 减仓
ARKG ARK ETF TR $31.25万0.01%7,431 -220-2.9% -$9,253 重新持有
XDEC FIRST TR EXCHNG TRADED FD VI $31.25万0.01%7,296 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $31.07万0.01%8,396 8,396— $31.07万 新建仓
CAVA CAVA GROUP INC $31.00万0.01%3,950 150.4% $1,177 加仓
DOW DOW HLDGS INC $30.91万0.01%11,297 6506.1% $1.78万 加仓
BNS BANK NOVA SCOTIA B C $30.82万0.01%3,549 712.0% $6,166 加仓
DGX QUEST DIAGNOSTICS INC $30.79万0.01%1,453 382.7% $8,052 加仓
FFIN FIRST FINL BANKSHARES INC $30.78万0.01%8,896 -17,007-65.7% -$58.84万 减仓
DOX AMDOCS LTD $30.67万0.01%6,069 1,13323.0% $5.73万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $30.67万0.01%3,722 2848.3% $2.34万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $30.52万0.01%10,116 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $30.43万0.01%2,313 -124-5.1% -$1.63万 减仓
ISHG ISHARES TR $30.30万0.01%4,081 88027.5% $6.53万 加仓
QDF FLEXSHARES TR $30.00万0.01%3,336 160.5% $1,439 加仓
BSX BOSTON SCIENTIFIC CORP $29.85万0.01%6,993 -53-0.8% -$2,262 减仓
SPYD SPDR SERIES TRUST $29.84万0.01%6,254 -1,251-16.7% -$5.97万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $29.84万0.01%4,420 -19-0.4% -$1,282 减仓
JUST GOLDMAN SACHS ETF TR $29.83万0.01%2,796 00.0% — 不变
GNR SPDR INDEX SHS FDS $29.80万0.01%4,427 90.2% $606 加仓
VG VENTURE GLOBAL INC $29.76万0.01%26,741 6222.4% $6,923 加仓
GDXJ VANECK ETF TRUST $29.65万0.01%3,018 -70-2.3% -$6,876 减仓
LAC LITHIUM AMERS CORP NEW $29.60万0.01%76,878 -53-0.1% -$204 减仓
RWX SPDR INDEX SHS FDS $29.58万0.01%10,951 -21,740-66.5% -$58.72万 减仓
IXC ISHARES TR $29.52万0.01%6,008 4999.1% $2.45万 加仓
— CALAMOS ETF TR $29.51万0.01%10,087 00.0% — 不变
CGXU CAPITAL GROUP INTL FOCUS EQT $29.45万0.01%8,506 -4,339-33.8% -$15.02万 减仓
UBSI UNITED BANKSHARES INC WEST V $29.15万0.01%6,361 00.0% — 不变
DHI D R HORTON INC $29.00万0.01%1,781 352.0% $5,699 加仓
EMLC VANECK ETF TRUST $28.98万0.01%11,338 11,338— $28.98万 新建仓
MAR MARRIOTT INTL INC NEW $28.83万0.01%778 -211-21.3% -$7.82万 减仓
SCO PROSHARES TR II $28.65万0.01%8,181 8,181— $28.65万 新建仓
IDXX IDEXX LABS INC $28.64万0.01%544 397.7% $2.05万 加仓
IBRX IMMUNITYBIO INC $28.63万0.01%32,697 1,1453.6% $1.00万 加仓
FNDX SCHWAB STRATEGIC TR $28.59万0.01%9,194 60.1% $187 加仓
ORI OLD REP INTL CORP $28.50万0.01%6,965 5829.1% $2.38万 加仓
CLIP GLOBAL X FDS $28.39万0.01%2,829 -1,292-31.4% -$12.96万 减仓
IPKW INVESCO EXCH TRADED FD TR II $28.30万0.01%5,023 10.0% $56 加仓
RIVN RIVIAN AUTOMOTIVE INC $28.16万0.01%16,231 -283-1.7% -$4,910 减仓
— INNOVATOR ETFS TRUST $28.15万0.01%9,370 -69-0.7% -$2,073 减仓
ES EVERSOURCE ENERGY $28.07万0.01%3,884 86928.8% $6.28万 加仓
DFSD DIMENSIONAL ETF TRUST $28.05万0.01%5,875 -74-1.2% -$3,533 减仓
OUSA ALPS ETF TR $27.97万0.01%4,796 20.0% $117 加仓