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 |
|---|---|---|---|---|---|---|---|---|
| USMF | WISDOMTREE TR | $24.50万 | 0.01% | 4,961 | -416 | -7.7% | -$2.05万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.49万 | 0.01% | 3,058 | -5 | -0.2% | -$400 | 减仓 |
| EPS | WISDOMTREE TR | $24.33万 | 0.01% | 3,572 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $24.29万 | 0.01% | 2,669 | -284 | -9.6% | -$2.58万 | 减仓 |
| XEL | XCEL ENERGY INC | $24.22万 | 0.01% | 3,048 | -4 | -0.1% | -$318 | 减仓 |
| IBRX | IMMUNITYBIO INC | $24.20万 | 0.01% | 31,552 | 1,352 | 4.5% | $1.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $24.20万 | 0.01% | 4,134 | -53,478 | -92.8% | -$313.06万 | 重新持有 |
| DISV | DIMENSIONAL ETF TRUST | $24.17万 | 0.01% | 6,128 | 117 | 1.9% | $4,614 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $24.11万 | 0.01% | 3,478 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $24.00万 | 0.01% | 3,191 | -16,827 | -84.1% | -$126.58万 | 减仓 |
| DHI | D R HORTON INC | $23.96万 | 0.01% | 1,746 | -20 | -1.1% | -$2,745 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $23.85万 | 0.01% | 3,438 | -134 | -3.8% | -$9,294 | 减仓 |
| VFH | VANGUARD WORLD FD | $23.76万 | 0.01% | 1,967 | -357 | -15.4% | -$4.31万 | 减仓 |
| ISHG | ISHARES TR | $23.75万 | 0.01% | 3,201 | -2,868 | -47.3% | -$21.28万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $23.72万 | 0.01% | 1,568 | 149 | 10.5% | $2.25万 | 重新持有 |
| SPBO | SPDR SERIES TRUST | $23.71万 | 0.01% | 8,166 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $23.68万 | 0.01% | 693 | -190 | -21.5% | -$6.49万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.64万 | 0.01% | 4,280 | -2,243 | -34.4% | -$12.39万 | 减仓 |
| IBCA | ISHARES TR | $23.60万 | 0.01% | 9,206 | 9,206 | — | $23.60万 | 新建仓 |
| CRH | CRH PLC | $23.57万 | 0.01% | 2,242 | 2,242 | — | $23.57万 | 新建仓 |
| DX | DYNEX CAP INC | $23.41万 | 0.01% | 18,344 | 18,344 | — | $23.41万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $23.30万 | 0.00% | 1,278 | -103 | -7.5% | -$1.88万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $23.21万 | 0.00% | 1,552 | -15 | -1.0% | -$2,243 | 减仓 |
| — | PROSHARES TR | $23.19万 | 0.00% | 14,300 | 14,300 | — | $23.19万 | 新建仓 |
| IYG | ISHARES TR | $23.19万 | 0.00% | 2,800 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $23.16万 | 0.00% | 5,105 | 5,105 | — | $23.16万 | 新建仓 |
| RACE | FERRARI N V | $23.05万 | 0.00% | 681 | -34 | -4.8% | -$1.15万 | 减仓 |
| — | TIDAL TRUST III | $23.05万 | 0.00% | 12,789 | 12,789 | — | $23.05万 | 新建仓 |
| AOK | ISHARES TR | $23.03万 | 0.00% | 5,773 | 749 | 14.9% | $2.99万 | 加仓 |
| LTPZ | PIMCO ETF TR | $23.00万 | 0.00% | 4,507 | 4,507 | — | $23.00万 | 新建仓 |
| CALF | PACER FDS TR | $22.99万 | 0.00% | 5,124 | 5,124 | — | $22.99万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $22.69万 | 0.00% | 6,563 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $22.68万 | 0.00% | 2,199 | 2,199 | — | $22.68万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $22.62万 | 0.00% | 20,794 | 3 | 0.0% | $33 | 加仓 |
| RING | ISHARES INC | $22.60万 | 0.00% | 2,862 | -5,024 | -63.7% | -$39.68万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.45万 | 0.00% | 7,092 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $22.32万 | 0.00% | 11,750 | -746 | -6.0% | -$1.42万 | 减仓 |
| HYGV | FLEXSHARES TR | $22.26万 | 0.00% | 5,557 | 5,557 | — | $22.26万 | 新建仓 |
| SONY | SONY GROUP CORP | $22.15万 | 0.00% | 10,701 | 237 | 2.3% | $4,906 | 重新持有 |
| LDUR | PIMCO ETF TR | $22.11万 | 0.00% | 2,308 | 2,308 | — | $22.11万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $22.02万 | 0.00% | 1,080 | -37 | -3.3% | -$7,543 | 减仓 |
| IBDZ | ISHARES TR | $21.92万 | 0.00% | 8,411 | 27 | 0.3% | $704 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $21.88万 | 0.00% | 1,667 | 77 | 4.8% | $1.01万 | 加仓 |
| NDSN | NORDSON CORP | $21.81万 | 0.00% | 820 | -19 | -2.3% | -$5,054 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $21.74万 | 0.00% | 3,309 | -159 | -4.6% | -$1.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.56万 | 0.00% | 8,199 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $21.42万 | 0.00% | 4,010 | -78 | -1.9% | -$4,166 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $21.25万 | 0.00% | 300 | 300 | — | $21.25万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.17万 | 0.00% | 7,675 | 7,675 | — | $21.17万 | 新建仓 |
| DSI | ISHARES TR | $21.17万 | 0.00% | 1,747 | 3 | 0.2% | $364 | 加仓 |
| IYZ | ISHARES TR | $21.16万 | 0.00% | 5,382 | 5,382 | — | $21.16万 | 新建仓 |
| PTNQ | PACER FDS TR | $21.12万 | 0.00% | 2,895 | -181 | -5.9% | -$1.32万 | 减仓 |
| IWV | ISHARES TR | $21.07万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $20.97万 | 0.00% | 1,003 | -118 | -10.5% | -$2.47万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $20.97万 | 0.00% | 21,800 | 21,800 | — | $20.97万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $20.94万 | 0.00% | 2,182 | -36 | -1.6% | -$3,456 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $20.94万 | 0.00% | 3,926 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $20.93万 | 0.00% | 4,462 | 226 | 5.3% | $1.06万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $20.89万 | 0.00% | 3,015 | 3,015 | — | $20.89万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $20.80万 | 0.00% | 880 | -142 | -13.9% | -$3.36万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $20.79万 | 0.00% | 5,851 | 5,851 | — | $20.79万 | 新建仓 |
| IQDG | WISDOMTREE TR | $20.78万 | 0.00% | 5,177 | -882 | -14.6% | -$3.54万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $20.70万 | 0.00% | 466 | 9 | 2.0% | $3,998 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $20.69万 | 0.00% | 30,111 | 696 | 2.4% | $4,782 | 加仓 |
| GRAL | GRAIL INC | $20.67万 | 0.00% | 4,000 | -25,136 | -86.3% | -$129.91万 | 减仓 |
| — | INVESCO BD FD | $20.59万 | 0.00% | 13,725 | 1,230 | 9.8% | $1.84万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $20.54万 | 0.00% | 434 | 434 | — | $20.54万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $20.52万 | 0.00% | 2,186 | -1,790 | -45.0% | -$16.80万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $20.44万 | 0.00% | 2,520 | 2,520 | — | $20.44万 | 新建仓 |
| IBHG | ISHARES TR | $20.25万 | 0.00% | 9,149 | -316,574 | -97.2% | -$700.55万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $20.17万 | 0.00% | 3,051 | 3,051 | — | $20.17万 | 新建仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $20.02万 | 0.00% | 1,876 | 7 | 0.4% | $747 | 加仓 |
| CAG | CONAGRA BRANDS INC | $19.97万 | 0.00% | 12,702 | -325 | -2.5% | -$5,109 | 减仓 |
| WU | WESTERN UN CO | $19.95万 | 0.00% | 22,853 | 10,018 | 78.1% | $8.75万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $19.95万 | 0.00% | 22,192 | 11,044 | 99.1% | $9.93万 | 加仓 |
| NFLX | NETFLIX INC. 看跌期权 | $19.23万 | 0.00% | 2,000 | 2,000 | — | $19.23万 | 新建仓 |
| SNAP | SNAP INC | $19.16万 | 0.00% | 41,643 | 41,643 | — | $19.16万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $19.08万 | 0.00% | 23,105 | -121,683 | -84.0% | -$100.51万 | 减仓 |
| KVUE | KENVUE INC | $18.99万 | 0.00% | 11,014 | -3,886 | -26.1% | -$6.70万 | 减仓 |
| FSK | FS KKR CAP CORP | $18.40万 | 0.00% | 18,073 | -245 | -1.3% | -$2,494 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $17.40万 | 0.00% | 14,621 | 14,621 | — | $17.40万 | 新建仓 |
| — | EATON VANCE NATL MUN OPPORT | $17.12万 | 0.00% | 10,000 | -4,600 | -31.5% | -$7.88万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $16.99万 | 0.00% | 28,318 | -67 | -0.2% | -$402 | 减仓 |
| — | PIMCO STRATEGIC INCOME FD | $16.51万 | 0.00% | 30,794 | 14,105 | 84.5% | $7.56万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $16.27万 | 0.00% | 11,335 | -4,658 | -29.1% | -$6.68万 | 减仓 |
| PRME | PRIME MEDICINE INC | $15.73万 | 0.00% | 45,200 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $15.65万 | 0.00% | 11,350 | 141 | 1.3% | $1,944 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $14.96万 | 0.00% | 78,758 | 19 | 0.0% | $36 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $14.93万 | 0.00% | 10,418 | 10,418 | — | $14.93万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $14.84万 | 0.00% | 14,409 | 2,334 | 19.3% | $2.40万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $14.69万 | 0.00% | 12,344 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $14.41万 | 0.00% | 15,391 | 1,602 | 11.6% | $1.50万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $14.38万 | 0.00% | 15,165 | 131 | 0.9% | $1,242 | 加仓 |
| MTA | METALLA RTY & STREAMING LTD | $14.37万 | 0.00% | 21,670 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC | $14.34万 | 0.00% | 16,894 | -335 | -1.9% | -$2,844 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $14.31万 | 0.00% | 2,100 | 2,100 | — | $14.31万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $13.85万 | 0.00% | 19,933 | 349 | 1.8% | $2,426 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $13.62万 | 0.00% | 13,088 | 13,088 | — | $13.62万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $13.12万 | 0.00% | 12,104 | -41,445 | -77.4% | -$44.93万 | 减仓 |
| ONDS | ONDAS INC | $12.99万 | 0.00% | 14,368 | 1,303 | 10.0% | $1.18万 | 重新持有 |