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
IDV ISHARES TR $322.34万0.06%77,803 -98,402-55.8% -$407.68万 减仓
TGT TARGET CORP $316.71万0.06%24,249 -1,717-6.6% -$22.43万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $316.18万0.06%62,419 3,0495.1% $15.44万 加仓
BLK BLACKROCK INC $316.02万0.06%3,287 -426-11.5% -$40.96万 减仓
TSLA TESLA INC 看涨期权 $315.45万0.06%7,500 00.0% — 不变
GD GENERAL DYNAMICS CORP $315.31万0.06%8,901 750.8% $2.66万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $312.09万0.06%78,870 2,0892.7% $8.27万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $306.32万0.06%81,665 36,69081.6% $137.62万 加仓
NBSD NEUBERGER BERMAN ETF TRUST $306.11万0.06%60,608 3,7236.5% $18.80万 加仓
SHOP SHOPIFY INC $305.58万0.06%26,763 2,63310.9% $30.06万 加仓
DUK DUKE ENERGY CORP NEW $304.31万0.06%24,041 1,8328.2% $23.19万 加仓
JHPI JOHN HANCOCK EXCHANGE TRADED $304.04万0.06%133,940 7,3845.8% $16.76万 加仓
BLCR BLACKROCK ETF TRUST $303.24万0.06%60,202 21,47555.5% $108.17万 加仓
HYS PIMCO ETF TR $303.14万0.06%32,414 2,3777.9% $22.23万 加仓
— FIDELITY COVINGTON TRUST $302.58万0.06%61,714 3,4055.8% $16.69万 加仓
XTEN BONDBLOXX ETF TRUST $300.88万0.06%66,011 1,0731.7% $4.89万 加仓
MGK VANGUARD WORLD FD $300.83万0.06%34,221 1,3364.1% $11.74万 加仓
IYF ISHARES TR $299.45万0.06%23,484 7,33745.4% $93.56万 加仓
FAF FIRST AMERN FINL CORP $298.84万0.06%43,569 110.0% $754 加仓
SPHY SPDR SERIES TRUST $297.46万0.06%126,901 47,59660.0% $111.57万 加仓
BE BLOOM ENERGY CORP $296.08万0.06%9,781 1,23414.4% $37.35万 加仓
TMFC RBB FD INC $295.97万0.06%38,862 6,70620.9% $51.07万 加仓
XLC SELECT SECTOR SPDR TR $293.94万0.06%27,438 -9,034-24.8% -$96.78万 减仓
DFIV DIMENSIONAL ETF TRUST $293.29万0.06%54,293 2,1214.1% $11.46万 加仓
STIP ISHARES TR $292.65万0.06%28,647 -184-0.6% -$1.88万 减仓
PSX PHILLIPS 66 $292.13万0.06%17,281 2981.8% $5.04万 加仓
— DBX ETF TR $291.87万0.05%65,691 20,06644.0% $89.15万 加仓
— PROSHARES TR $290.48万0.05%115,915 115,915— $290.48万 新建仓
DNOV FIRST TR EXCHNG TRADED FD VI $288.82万0.05%56,246 -308-0.5% -$1.58万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $287.55万0.05%34,859 7072.1% $5.83万 加仓
GILD GILEAD SCIENCES INC $286.65万0.05%22,689 1,2826.0% $16.20万 加仓
NUE NUCOR CORP $286.05万0.05%12,842 -507-3.8% -$11.29万 减仓
SHLD GLOBAL X FDS $284.14万0.05%47,587 10,36227.8% $61.87万 加仓
JPEF J P MORGAN EXCHANGE TRADED F $284.05万0.05%35,361 -1,538-4.2% -$12.35万 减仓
AXP AMERICAN EXPRESS CO $281.78万0.05%8,330 6027.8% $20.36万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $281.71万0.05%2,919 1,774154.9% $171.21万 加仓
BMY BRISTOL-MYERS SQUIBB CO $280.11万0.05%48,612 5,19712.0% $29.95万 加仓
EEM ISHARES TR $280.03万0.05%40,935 -57,840-58.6% -$395.68万 减仓
EFG ISHARES TR $279.90万0.05%22,497 -2,412-9.7% -$30.01万 减仓
XNTK SPDR SERIES TRUST $279.16万0.05%7,146 -303-4.1% -$11.84万 减仓
WFC WELLS FARGO & CO $276.78万0.05%33,492 2,7649.0% $22.84万 加仓
DE DEERE & CO $276.09万0.05%4,352 1834.4% $11.61万 加仓
CLOA BLACKROCK ETF TRUST II $275.25万0.05%53,024 46,612726.9% $241.96万 加仓
NEE NEXTERA ENERGY INC $273.35万0.05%31,144 7682.5% $6.74万 加仓
BILZ PIMCO ETF TR $271.62万0.05%26,912 20,795340.0% $209.88万 加仓
IHDG WISDOMTREE TR $270.87万0.05%51,713 -516-1.0% -$2.70万 减仓
OEF ISHARES TR $270.64万0.05%7,397 -3,217-30.3% -$117.70万 减仓
AEE AMEREN CORP $268.62万0.05%23,763 -1,938-7.5% -$21.91万 减仓
MA MASTERCARD INCORPORATED $267.02万0.05%5,199 -106-2.0% -$5.44万 减仓
SPMB SPDR SERIES TRUST $265.64万0.05%119,069 -98,190-45.2% -$219.06万 减仓
TIPX SPDR SERIES TRUST $265.24万0.05%140,114 2,5831.9% $4.89万 加仓
— DIMENSIONAL ETF TRUST $263.82万0.05%37,743 -28-0.1% -$1,957 减仓
TLTW ISHARES TR $263.34万0.05%117,880 48,43569.7% $108.20万 加仓
JBL JABIL INC $261.45万0.05%6,782 2403.7% $9.25万 加仓
PFF ISHARES TR $260.43万0.05%85,413 -1,723-2.0% -$5.25万 减仓
SRLN SSGA ACTIVE ETF TR $260.33万0.05%64,614 64,614— $260.33万 新建仓
— CALAMOS DYNAMIC CONV & INCOM $259.24万0.05%100,596 -15,786-13.6% -$40.68万 减仓
— EA SERIES TRUST $258.06万0.05%92,969 7,6649.0% $21.27万 加仓
TROW PRICE T ROWE GROUP INC $257.86万0.05%22,681 6813.1% $7.74万 加仓
ENB ENBRIDGE INC $257.57万0.05%47,513 7861.7% $4.26万 加仓
DFAE DIMENSIONAL ETF TRUST $257.56万0.05%64,054 1400.2% $5,629 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $257.25万0.05%123,736 123,736— $257.25万 新建仓
TJX TJX COS INC NEW $255.23万0.05%16,847 -1,086-6.1% -$16.45万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $254.03万0.05%72,085 53,830294.9% $189.70万 加仓
FIX COMFORT SYS USA INC $252.87万0.05%1,276 373.0% $7.33万 加仓
MOAT VANECK ETF TRUST $251.01万0.05%24,145 -1,845-7.1% -$19.18万 减仓
IWY ISHARES TR $250.31万0.05%8,613 -78-0.9% -$2.27万 减仓
JGLO J P MORGAN EXCHANGE TRADED F $248.87万0.05%34,943 -2,509-6.7% -$17.87万 减仓
RSG REPUBLIC SVCS INC $247.55万0.05%11,618 5,02676.2% $107.09万 加仓
MUB ISHARES TR $242.06万0.05%22,492 3,75520.0% $40.41万 加仓
FTLS FIRST TR EXCH TRADED FD III $241.12万0.05%32,672 -2,577-7.3% -$19.02万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $239.97万0.05%112,137 112,137— $239.97万 新建仓
WPC WP CAREY INC $239.22万0.05%33,457 940.3% $6,721 加仓
SLYV SPDR SERIES TRUST $236.98万0.04%21,719 540.2% $5,892 加仓
LOW LOWES COS INC $236.25万0.04%10,715 -2,922-21.4% -$64.42万 减仓
SDY SPDR SERIES TRUST $235.74万0.04%15,491 -126-0.8% -$1.92万 减仓
CLS CELESTICA INC $235.62万0.04%6,459 62810.8% $22.91万 加仓
MEI METHODE ELECTRS INC $234.41万0.04%123,568 -11,081-8.2% -$21.02万 减仓
NET CLOUDFLARE INC $234.24万0.04%9,550 -321-3.3% -$7.87万 减仓
MPC MARATHON PETE CORP $233.71万0.04%9,141 470.5% $1.20万 加仓
UNP UNION PAC CORP $233.49万0.04%8,584 6077.6% $16.51万 加仓
— INNOVATOR ETFS TRUST $227.03万0.04%81,097 -19-0.0% -$532 减仓
ISPY PROSHARES TR $226.47万0.04%46,996 1,0892.4% $5.25万 加仓
IWP ISHARES TR $226.42万0.04%15,465 -4,270-21.6% -$62.52万 减仓
PAVE GLOBAL X FDS $225.66万0.04%38,299 4,74114.1% $27.93万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $225.35万0.04%83,307 1,2131.5% $3.28万 加仓
WELL WELLTOWER INC $225.33万0.04%9,928 6497.0% $14.73万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $224.55万0.04%5,131 -383-6.9% -$16.76万 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $223.14万0.04%16,583 -2,249-11.9% -$30.26万 减仓
AMLP ALPS ETF TR $222.60万0.04%42,932 6,21916.9% $32.25万 加仓
DFEB FIRST TR EXCHNG TRADED FD VI $222.14万0.04%43,995 -476-1.1% -$2.40万 减仓
VLO VALERO ENERGY CORP $221.91万0.04%8,521 -71-0.8% -$1.85万 减仓
XBI SPDR SERIES TRUST $221.27万0.04%13,983 390.3% $6,172 加仓
VEU VANGUARD INTL EQUITY INDEX F $219.92万0.04%26,260 -8,833-25.2% -$73.98万 减仓
OSCR OSCAR HEALTH INC $219.23万0.04%76,870 15,23924.7% $43.46万 加仓
CB CHUBB LIMITED $218.61万0.04%6,416 2063.3% $7.02万 加仓
SGOL ETFS GOLD TR $218.54万0.04%57,164 -1,440-2.5% -$5.51万 减仓
SUB ISHARES TR $218.36万0.04%20,509 -212-1.0% -$2.26万 减仓
MCK MCKESSON CORP $218.14万0.04%2,887 772.7% $5.82万 加仓
IYE ISHARES TR $217.90万0.04%38,505 14,64661.4% $82.88万 加仓