Mutual Advisors, LLC
OMAHA NE · SEC CIK 0001694080
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $977.05万 | 0.18% | 32,249 | 4,860 | 17.7% | $147.24万 | 加仓 |
| MO | ALTRIA GROUP INC | $971.95万 | 0.18% | 135,087 | 12,055 | 9.8% | $86.74万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $970.13万 | 0.18% | 210,670 | 39,729 | 23.2% | $182.95万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $967.23万 | 0.18% | 61,627 | 28,585 | 86.5% | $448.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $954.18万 | 0.18% | 31,479 | 859 | 2.8% | $26.04万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $937.68万 | 0.18% | 185,715 | -43,683 | -19.0% | -$220.56万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $927.42万 | 0.17% | 77,941 | 1,797 | 2.4% | $21.38万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $926.62万 | 0.17% | 175,763 | -31,116 | -15.0% | -$164.04万 | 减仓 |
| IWF | ISHARES TR | $916.53万 | 0.17% | 73,812 | -908 | -1.2% | -$11.27万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $894.77万 | 0.17% | 83,234 | 3,182 | 4.0% | $34.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $891.26万 | 0.17% | 76,392 | 13,032 | 20.6% | $152.04万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $878.34万 | 0.17% | 313,134 | 313,134 | — | $878.34万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $877.33万 | 0.17% | 59,829 | 2,450 | 4.3% | $35.93万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $876.78万 | 0.17% | 192,741 | -57,205 | -22.9% | -$260.23万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $867.61万 | 0.16% | 40,777 | 3,371 | 9.0% | $71.72万 | 加仓 |
| IBHH | ISHARES TR | $865.05万 | 0.16% | 368,107 | 35,070 | 10.5% | $82.41万 | 加仓 |
| RUNN | STRATEGIC TRUST | $863.34万 | 0.16% | 266,497 | -106,761 | -28.6% | -$345.86万 | 减仓 |
| IGIB | ISHARES TR | $861.65万 | 0.16% | 162,056 | -726,620 | -81.8% | -$3,863.44万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $859.68万 | 0.16% | 244,505 | 21,976 | 9.9% | $77.27万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $858.61万 | 0.16% | 141,243 | 10,816 | 8.3% | $65.75万 | 加仓 |
| ABBV | ABBVIE INC | $845.58万 | 0.16% | 33,603 | 1,879 | 5.9% | $47.28万 | 加仓 |
| ORCL | ORACLE CORP | $839.56万 | 0.16% | 57,288 | 2,048 | 3.7% | $30.01万 | 加仓 |
| DVY | ISHARES TR | $838.24万 | 0.16% | 53,630 | -2,311 | -4.1% | -$36.12万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $833.65万 | 0.16% | 287,862 | 749 | 0.3% | $2.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $826.41万 | 0.16% | 268,610 | -30,609 | -10.2% | -$94.17万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $825.79万 | 0.16% | 19,057 | 9,280 | 94.9% | $402.13万 | 加仓 |
| SHY | ISHARES TR | $815.56万 | 0.15% | 99,325 | 3,906 | 4.1% | $32.07万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $813.33万 | 0.15% | 324,941 | 44,152 | 15.7% | $110.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $806.89万 | 0.15% | 142,863 | 4,877 | 3.5% | $27.55万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $790.65万 | 0.15% | 217,272 | 47,691 | 28.1% | $173.55万 | 加仓 |
| AMAT | APPLIED MATLS INC | $788.37万 | 0.15% | 10,904 | 88 | 0.8% | $6.36万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $783.30万 | 0.15% | 73,681 | 3,829 | 5.5% | $40.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $779.75万 | 0.15% | 43,102 | 1,617 | 3.9% | $29.25万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $777.48万 | 0.15% | 35,467 | -10,032 | -22.0% | -$219.91万 | 减仓 |
| QUAL | ISHARES TR | $769.94万 | 0.14% | 35,088 | -4,739 | -11.9% | -$103.99万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $767.18万 | 0.14% | 208,699 | 1,704 | 0.8% | $6.26万 | 加仓 |
| RTX | RTX CORPORATION | $764.88万 | 0.14% | 40,314 | 1,096 | 2.8% | $20.79万 | 加仓 |
| IUSV | ISHARES TR | $764.34万 | 0.14% | 69,391 | 5,474 | 8.6% | $60.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $762.40万 | 0.14% | 9,990 | -490 | -4.7% | -$37.40万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $754.50万 | 0.14% | 93,079 | 2,614 | 2.9% | $21.19万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $749.76万 | 0.14% | 44,134 | 9,190 | 26.3% | $156.12万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $746.35万 | 0.14% | 82,206 | -3,672 | -4.3% | -$33.34万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $723.08万 | 0.14% | 7,150 | 228 | 3.3% | $23.06万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $715.03万 | 0.13% | 143,639 | -25,577 | -15.1% | -$127.32万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $711.45万 | 0.13% | 92,757 | 1,342 | 1.5% | $10.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $705.70万 | 0.13% | 239,788 | 1,962 | 0.8% | $5.77万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $703.05万 | 0.13% | 59,921 | 3,081 | 5.4% | $36.15万 | 加仓 |
| IUSB | ISHARES TR | $703.02万 | 0.13% | 152,335 | 23,660 | 18.4% | $109.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $700.03万 | 0.13% | 20,527 | -427 | -2.0% | -$14.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $699.48万 | 0.13% | 16,829 | -409 | -2.4% | -$17.00万 | 减仓 |
| BA | BOEING CO | $698.00万 | 0.13% | 32,245 | 245 | 0.8% | $5.30万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $697.82万 | 0.13% | 116,829 | -33,590 | -22.3% | -$200.63万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $697.78万 | 0.13% | 43,195 | -1,321 | -3.0% | -$21.34万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $691.24万 | 0.13% | 143,471 | 12,048 | 9.2% | $58.05万 | 加仓 |
| SHV | ISHARES TR | $687.22万 | 0.13% | 62,276 | -1,308 | -2.1% | -$14.43万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $685.37万 | 0.13% | 129,047 | -30,135 | -18.9% | -$160.05万 | 减仓 |
| IBHI | ISHARES TR | $684.82万 | 0.13% | 292,785 | 275,592 | 1,602.9% | $644.61万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $681.19万 | 0.13% | 98,823 | 3,454 | 3.6% | $23.81万 | 加仓 |
| XAR | SPDR SERIES TRUST | $680.80万 | 0.13% | 23,990 | 19,935 | 491.6% | $565.73万 | 加仓 |
| SBUX | STARBUCKS CORP | $673.29万 | 0.13% | 65,886 | -2,786 | -4.1% | -$28.47万 | 减仓 |
| ASML | ASML HLDG NV | $671.84万 | 0.13% | 3,377 | 187 | 5.9% | $37.20万 | 加仓 |
| GEV | GE VERNOVA INC | $665.34万 | 0.13% | 5,663 | -40 | -0.7% | -$4.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $659.97万 | 0.12% | 155,873 | -3,360 | -2.1% | -$14.23万 | 减仓 |
| IGSB | ISHARES TR | $659.24万 | 0.12% | 125,786 | -59,711 | -32.2% | -$312.95万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $657.31万 | 0.12% | 354,730 | 8,176 | 2.4% | $15.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $654.88万 | 0.12% | 12,854 | 599 | 4.9% | $30.52万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $646.57万 | 0.12% | 138,512 | -5,831 | -4.0% | -$27.22万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $637.51万 | 0.12% | 243,047 | 44,124 | 22.2% | $115.74万 | 加仓 |
| ESGU | ISHARES TR | $635.94万 | 0.12% | 38,855 | -633 | -1.6% | -$10.36万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $629.89万 | 0.12% | 47,272 | 5,937 | 14.4% | $79.11万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $625.23万 | 0.12% | 164,708 | 76,338 | 86.4% | $289.78万 | 加仓 |
| IJH | ISHARES TR | $624.26万 | 0.12% | 80,957 | 2,140 | 2.7% | $16.50万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $617.22万 | 0.12% | 175,896 | -15,567 | -8.1% | -$54.62万 | 减仓 |
| ICSH | ISHARES TR | $614.09万 | 0.12% | 121,409 | -44,009 | -26.6% | -$222.60万 | 减仓 |
| PFE | PFIZER INC | $602.10万 | 0.11% | 250,040 | 15,181 | 6.5% | $36.56万 | 加仓 |
| AGG | ISHARES TR | $600.08万 | 0.11% | 60,626 | -202,550 | -77.0% | -$2,004.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 0.11% | 8 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $597.61万 | 0.11% | 171,728 | 30,619 | 21.7% | $106.55万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $596.92万 | 0.11% | 97,123 | 1,854 | 1.9% | $11.39万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $594.83万 | 0.11% | 54,189 | -990 | -1.8% | -$10.87万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $592.68万 | 0.11% | 19,896 | 5,949 | 42.7% | $177.22万 | 加仓 |
| PEP | PEPSICO INC | $591.79万 | 0.11% | 43,707 | 10,107 | 30.1% | $136.85万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $586.40万 | 0.11% | 17,514 | -105 | -0.6% | -$3.52万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $586.26万 | 0.11% | 142,123 | -1,432 | -1.0% | -$5.91万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $585.76万 | 0.11% | 175,955 | -20,964 | -10.6% | -$69.79万 | 减仓 |
| MTUM | ISHARES TR | $575.51万 | 0.11% | 16,787 | 11,435 | 213.7% | $392.02万 | 加仓 |
| BAC | BANK OF AMER CORP | $572.22万 | 0.11% | 100,425 | 2,364 | 2.4% | $13.47万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $571.07万 | 0.11% | 28,900 | 451 | 1.6% | $8.91万 | 加仓 |
| DIS | DISNEY WALT CO | $566.39万 | 0.11% | 58,846 | -4,274 | -6.8% | -$41.14万 | 减仓 |
| SOXX | ISHARES TR | $562.12万 | 0.11% | 8,773 | -484 | -5.2% | -$31.01万 | 减仓 |
| KLAC | KLA CORP | $559.99万 | 0.11% | 18,560 | -4,220 | -18.5% | -$127.32万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $559.07万 | 0.11% | 201,831 | 10,449 | 5.5% | $28.94万 | 加仓 |
| O | REALTY INCOME CORP | $556.11万 | 0.10% | 89,753 | 7,002 | 8.5% | $43.38万 | 加仓 |
| LQD | ISHARES TR | $552.67万 | 0.10% | 50,671 | -10,076 | -16.6% | -$109.90万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $551.75万 | 0.10% | 18,013 | 3,274 | 22.2% | $100.28万 | 加仓 |
| QCOM | QUALCOMM INC | $550.51万 | 0.10% | 29,791 | -2,096 | -6.6% | -$38.73万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $547.39万 | 0.10% | 102,107 | -25,809 | -20.2% | -$138.36万 | 减仓 |
| KO | COCA COLA CO | $547.00万 | 0.10% | 67,306 | -27 | -0.0% | -$2,194 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $544.10万 | 0.10% | 29,375 | -7,736 | -20.8% | -$143.29万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $537.56万 | 0.10% | 87,793 | -11,781 | -11.8% | -$72.14万 | 减仓 |