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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2.61亿 | 5.58% | 400,629 | 5,664 | 1.4% | $368.35万 | 加仓 |
| IEF | ISHARES TR | $2.07亿 | 4.44% | 2,169,821 | 60,484 | 2.9% | $577.26万 | 加仓 |
| AAPL | APPLE INC | $1.62亿 | 3.48% | 639,342 | -14,796 | -2.3% | -$375.51万 | 减仓 |
| IVV | ISHARES TR | $1.35亿 | 2.89% | 206,628 | -6,630 | -3.1% | -$433.08万 | 减仓 |
| SGOV | ISHARES TR | $1.03亿 | 2.21% | 1,022,493 | 13,538 | 1.3% | $136.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.03亿 | 2.20% | 214,305 | 3,654 | 1.7% | $175.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,926.43万 | 1.91% | 241,144 | 17,610 | 7.9% | $651.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,410.06万 | 1.37% | 107,272 | 12,824 | 13.6% | $766.30万 | 加仓 |
| LLY | ELI LILLY & CO | $6,282.25万 | 1.35% | 68,302 | 2,493 | 3.8% | $229.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,017.12万 | 1.29% | 345,018 | -2,517 | -0.7% | -$43.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,322.77万 | 1.14% | 830,644 | 48,579 | 6.2% | $311.29万 | 加仓 |
| IGIB | ISHARES TR | $4,729.53万 | 1.01% | 888,676 | -25,380 | -2.8% | -$135.07万 | 减仓 |
| AMZN | AMAZON COM INC | $4,686.44万 | 1.00% | 225,018 | 5,128 | 2.3% | $106.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,503.71万 | 0.97% | 78,030 | 9,392 | 13.7% | $542.08万 | 加仓 |
| GOOG | ALPHABET INC | $3,776.04万 | 0.81% | 131,634 | 1,474 | 1.1% | $42.28万 | 加仓 |
| GOOGL | ALPHABET INC | $3,574.82万 | 0.77% | 124,316 | -14,046 | -10.2% | -$403.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,249.92万 | 0.70% | 601,281 | 34,011 | 6.0% | $183.83万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,165.90万 | 0.68% | 1,208,360 | 613,387 | 103.1% | $1,607.07万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,097.98万 | 0.66% | 338,060 | -42,293 | -11.1% | -$387.57万 | 减仓 |
| META | META PLATFORMS INC | $3,068.02万 | 0.66% | 53,625 | 2,361 | 4.6% | $135.08万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,933.10万 | 0.63% | 198,049 | 967 | 0.5% | $14.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,890.76万 | 0.62% | 98,272 | -332 | -0.3% | -$9.77万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,806.56万 | 0.60% | 87,484 | -2,153 | -2.4% | -$69.07万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $2,664.10万 | 0.57% | 577,520 | 158,008 | 37.7% | $728.89万 | 加仓 |
| AGG | ISHARES TR | $2,612.54万 | 0.56% | 263,176 | 9,493 | 3.7% | $94.24万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $2,585.57万 | 0.55% | 484,461 | 152,744 | 46.0% | $815.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,529.13万 | 0.54% | 117,601 | -2,639 | -2.2% | -$56.75万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,516.32万 | 0.54% | 128,253 | 2,524 | 2.0% | $49.52万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,424.09万 | 0.52% | 492,702 | 39 | 0.0% | $1,919 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,374.16万 | 0.51% | 23,827 | 3,710 | 18.4% | $369.67万 | 加仓 |
| AVGO | BROADCOM INC | $2,235.34万 | 0.48% | 72,222 | 2,284 | 3.3% | $70.69万 | 加仓 |
| TSLA | TESLA INC | $2,196.45万 | 0.47% | 59,084 | -653 | -1.1% | -$24.28万 | 减仓 |
| TFLO | ISHARES TR | $2,187.03万 | 0.47% | 431,963 | 296,762 | 219.5% | $1,502.51万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,100.73万 | 0.45% | 721,158 | 6,464 | 0.9% | $18.83万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,093.84万 | 0.45% | 444,740 | 87,100 | 24.4% | $410.07万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,062.55万 | 0.44% | 513,200 | 99,640 | 24.1% | $400.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,919.70万 | 0.41% | 92,784 | 901 | 1.0% | $18.64万 | 加仓 |
| — | EXXON MOBIL CORP | $1,790.84万 | 0.38% | 105,555 | 1,886 | 1.8% | $32.00万 | 加仓 |
| WMT | WALMART INC | $1,766.32万 | 0.38% | 142,124 | 18,736 | 15.2% | $232.85万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,725.70万 | 0.37% | 405,666 | 170,457 | 72.5% | $725.12万 | 加仓 |
| DGRO | ISHARES TR | $1,715.24万 | 0.37% | 244,406 | 6,745 | 2.8% | $47.34万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1,698.47万 | 0.36% | 556,876 | -42,447 | -7.1% | -$129.46万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,687.13万 | 0.36% | 289,985 | -8,101 | -2.7% | -$47.13万 | 减仓 |
| NFLX | NETFLIX INC. | $1,622.52万 | 0.35% | 168,749 | 27,090 | 19.1% | $260.47万 | 加仓 |
| GLD | SPDR GOLD TR | $1,607.50万 | 0.34% | 37,358 | 3,531 | 10.4% | $151.94万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,597.10万 | 0.34% | 687,811 | -3,013 | -0.4% | -$7.00万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,586.64万 | 0.34% | 362,082 | 21,687 | 6.4% | $95.03万 | 加仓 |
| IVW | ISHARES TR | $1,578.12万 | 0.34% | 139,521 | 3,104 | 2.3% | $35.11万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,578.02万 | 0.34% | 36,128 | 2,414 | 7.2% | $105.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,438.92万 | 0.31% | 108,271 | -9,168 | -7.8% | -$121.84万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,433.46万 | 0.31% | 467,230 | -27,121 | -5.5% | -$83.21万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $1,415.00万 | 0.30% | 234,310 | 101 | 0.0% | $6,099 | 加仓 |
| GOVT | ISHARES TR | $1,404.40万 | 0.30% | 613,008 | 103,104 | 20.2% | $236.21万 | 加仓 |
| IQLT | ISHARES TR | $1,397.44万 | 0.30% | 302,280 | 90,534 | 42.8% | $418.54万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,388.57万 | 0.30% | 277,048 | 28,358 | 11.4% | $142.13万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,383.27万 | 0.30% | 180,725 | -13,249 | -6.8% | -$101.41万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,370.81万 | 0.29% | 19,647 | 613 | 3.2% | $42.77万 | 加仓 |
| CAT | CATERPILLAR INC | $1,368.82万 | 0.29% | 19,321 | 1,367 | 7.6% | $96.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,353.55万 | 0.29% | 55,374 | -1,240 | -2.2% | -$30.31万 | 减仓 |
| IRM | IRON MTN INC DEL | $1,318.17万 | 0.28% | 129,055 | 6,222 | 5.1% | $63.55万 | 加仓 |
| V | VISA INC | $1,312.56万 | 0.28% | 43,428 | -701 | -1.6% | -$21.19万 | 减仓 |
| IVE | ISHARES TR | $1,294.17万 | 0.28% | 61,292 | 4,992 | 8.9% | $105.41万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,217.68万 | 0.26% | 316,940 | 94,419 | 42.4% | $362.76万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,205.77万 | 0.26% | 109,925 | 6,614 | 6.4% | $72.55万 | 加仓 |
| RUNN | STRATEGIC TRUST | $1,202.26万 | 0.26% | 373,258 | 186 | 0.0% | $5,991 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,193.49万 | 0.26% | 248,385 | 25,228 | 11.3% | $121.22万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,187.67万 | 0.25% | 151,470 | 11,694 | 8.4% | $91.69万 | 加仓 |
| CSCO | CISCO SYS INC | $1,180.64万 | 0.25% | 152,164 | 4,341 | 2.9% | $33.68万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,160.57万 | 0.25% | 229,316 | -26,618 | -10.4% | -$134.71万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,155.48万 | 0.25% | 229,398 | -3,895 | -1.7% | -$19.62万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,148.56万 | 0.25% | 244,635 | 40,748 | 20.0% | $191.31万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $1,146.74万 | 0.25% | 232,087 | 14,709 | 6.8% | $72.68万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,143.96万 | 0.25% | 512,067 | 15,697 | 3.2% | $35.07万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,140.25万 | 0.24% | 249,946 | 90,874 | 57.1% | $414.57万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,111.97万 | 0.24% | 54,032 | 1,634 | 3.1% | $33.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,105.28万 | 0.24% | 54,332 | -11,708 | -17.7% | -$238.18万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,098.09万 | 0.24% | 92,291 | 3,141 | 3.5% | $37.37万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,094.99万 | 0.23% | 52,631 | 5,941 | 12.7% | $123.60万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,087.15万 | 0.23% | 28,356 | -6,172 | -17.9% | -$236.63万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $1,071.02万 | 0.23% | 239,548 | 7,328 | 3.2% | $32.76万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,057.26万 | 0.23% | 25,933 | 3,269 | 14.4% | $133.27万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,043.88万 | 0.22% | 228,669 | 11,558 | 5.3% | $52.76万 | 加仓 |
| HYG | ISHARES TR | $1,038.78万 | 0.22% | 130,566 | 1,741 | 1.4% | $13.85万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,032.84万 | 0.22% | 425,562 | -3,357 | -0.8% | -$8.15万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,019.07万 | 0.22% | 138,386 | 131 | 0.1% | $9,647 | 加仓 |
| BOXX | EA SERIES TRUST | $999.69万 | 0.21% | 85,965 | 748 | 0.9% | $8.70万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $994.19万 | 0.21% | 158,614 | 3,807 | 2.5% | $23.86万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $975.15万 | 0.21% | 159,182 | 27,729 | 21.1% | $169.87万 | 加仓 |
| IGSB | ISHARES TR | $974.97万 | 0.21% | 185,497 | -351,128 | -65.4% | -$1,845.53万 | 减仓 |
| VO | VANGUARD INDEX FDS | $961.68万 | 0.21% | 33,487 | 9,074 | 37.2% | $260.59万 | 加仓 |
| HD | HOME DEPOT INC | $955.01万 | 0.20% | 29,037 | 208 | 0.7% | $6.84万 | 加仓 |
| VOTE | TCW ETF TRUST | $953.01万 | 0.20% | 124,903 | -243 | -0.2% | -$1.85万 | 减仓 |
| MRK | MERCK & CO INC | $933.68万 | 0.20% | 77,619 | -1,234 | -1.6% | -$14.84万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $932.17万 | 0.20% | 84,382 | 5,529 | 7.0% | $61.08万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $927.22万 | 0.20% | 45,499 | 763 | 1.7% | $15.55万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $926.82万 | 0.20% | 63,360 | -6,329 | -9.1% | -$92.58万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $899.21万 | 0.19% | 150,419 | -53,774 | -26.3% | -$321.46万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $878.65万 | 0.19% | 106,182 | 50,658 | 91.2% | $419.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $874.02万 | 0.19% | 299,219 | -873 | -0.3% | -$2.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $861.60万 | 0.18% | 35,546 | 3,497 | 10.9% | $84.76万 | 加仓 |