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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2.80亿 | 5.27% | 374,687 | -25,942 | -6.5% | -$1,937.27万 | 减仓 |
| IEF | ISHARES TR | $2.38亿 | 4.47% | 2,512,956 | 343,135 | 15.8% | $3,245.03万 | 加仓 |
| AAPL | APPLE INC | $1.92亿 | 3.61% | 662,859 | 23,517 | 3.7% | $680.49万 | 加仓 |
| IVV | ISHARES TR | $1.57亿 | 2.95% | 209,128 | 2,500 | 1.2% | $187.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.08亿 | 2.04% | 216,080 | 1,775 | 0.8% | $88.82万 | 加仓 |
| SGOV | ISHARES TR | $1.06亿 | 2.00% | 1,052,850 | 30,357 | 3.0% | $305.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,214.18万 | 1.73% | 247,016 | 5,872 | 2.4% | $219.04万 | 加仓 |
| LLY | ELI LILLY & CO | $8,248.26万 | 1.55% | 68,768 | 466 | 0.7% | $55.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,206.92万 | 1.55% | 119,493 | 12,221 | 11.4% | $839.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,070.95万 | 1.52% | 403,366 | 58,348 | 16.9% | $1,167.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,261.95万 | 1.18% | 878,870 | 48,226 | 5.8% | $343.61万 | 加仓 |
| AMZN | AMAZON COM INC | $5,530.49万 | 1.04% | 232,042 | 7,024 | 3.1% | $167.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,071.21万 | 0.95% | 68,865 | -9,165 | -11.7% | -$674.91万 | 减仓 |
| GOOG | ALPHABET INC | $4,758.88万 | 0.90% | 134,687 | 3,053 | 2.3% | $107.87万 | 加仓 |
| GOOGL | ALPHABET INC | $4,444.70万 | 0.84% | 124,373 | 57 | 0.0% | $2.04万 | 加仓 |
| MINT | PIMCO ETF TR | $3,845.32万 | 0.72% | 381,442 | 364,990 | 2,218.5% | $3,679.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,800.81万 | 0.72% | 636,758 | 35,477 | 5.9% | $211.76万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,425.70万 | 0.65% | 1,291,743 | 83,383 | 6.9% | $221.13万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,389.79万 | 0.64% | 214,503 | 16,454 | 8.3% | $260.02万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,318.19万 | 0.62% | 89,671 | 2,187 | 2.5% | $80.93万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,292.51万 | 0.62% | 151,081 | 22,828 | 17.8% | $497.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,241.56万 | 0.61% | 99,030 | 758 | 0.8% | $24.81万 | 加仓 |
| META | META PLATFORMS INC | $3,086.33万 | 0.58% | 54,791 | 1,166 | 2.2% | $65.68万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $2,865.63万 | 0.54% | 579,032 | 1,512 | 0.3% | $7.48万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,845.53万 | 0.54% | 492,733 | 31 | 0.0% | $1,790 | 加仓 |
| AVGO | BROADCOM INC | $2,832.07万 | 0.53% | 74,972 | 2,750 | 3.8% | $103.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,829.00万 | 0.53% | 119,559 | 1,958 | 1.7% | $46.33万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $2,827.29万 | 0.53% | 479,040 | -5,421 | -1.1% | -$31.99万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,818.71万 | 0.53% | 307,585 | -30,475 | -9.0% | -$279.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,769.15万 | 0.52% | 47,669 | -6,663 | -12.3% | -$387.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,724.26万 | 0.51% | 23,601 | 573 | 2.5% | $66.14万 | 加仓 |
| TSLA | TESLA INC | $2,662.88万 | 0.50% | 63,311 | 4,227 | 7.2% | $177.79万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,483.06万 | 0.47% | 503,868 | 98,202 | 24.2% | $483.94万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,453.03万 | 0.46% | 724,892 | 3,734 | 0.5% | $12.64万 | 加仓 |
| FLOT | ISHARES TR | $2,379.19万 | 0.45% | 466,052 | 430,004 | 1,192.9% | $2,195.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,257.88万 | 0.43% | 24,136 | 309 | 1.3% | $28.91万 | 加仓 |
| CAT | CATERPILLAR INC | $2,202.49万 | 0.41% | 20,683 | 1,362 | 7.0% | $145.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,111.41万 | 0.40% | 606,554 | 49,678 | 8.9% | $172.93万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,040.35万 | 0.38% | 434,672 | -10,068 | -2.3% | -$47.26万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,936.33万 | 0.36% | 284,713 | -5,272 | -1.8% | -$35.85万 | 减仓 |
| DGRO | ISHARES TR | $1,935.14万 | 0.36% | 255,329 | 10,923 | 4.5% | $82.79万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,903.43万 | 0.36% | 99,907 | -8,364 | -7.7% | -$159.35万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,900.98万 | 0.36% | 220,685 | 3,917 | 1.8% | $33.74万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,887.04万 | 0.36% | 399,796 | -113,404 | -22.1% | -$535.27万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,850.95万 | 0.35% | 28,220 | -136 | -0.5% | -$8.92万 | 减仓 |
| IVW | ISHARES TR | $1,823.91万 | 0.34% | 132,619 | -6,902 | -4.9% | -$94.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,805.46万 | 0.34% | 151,059 | -6,117 | -3.9% | -$73.11万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,803.46万 | 0.34% | 205,218 | 24,493 | 13.6% | $215.24万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $1,778.14万 | 0.33% | 246,758 | 12,448 | 5.3% | $89.70万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,739.42万 | 0.33% | 364,811 | 2,729 | 0.8% | $13.01万 | 加仓 |
| CSCO | CISCO SYS INC | $1,720.53万 | 0.32% | 146,478 | -5,686 | -3.7% | -$66.79万 | 减仓 |
| IRM | IRON MTN INC DEL | $1,626.64万 | 0.31% | 128,782 | -273 | -0.2% | -$3.45万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,581.64万 | 0.30% | 683,806 | -4,005 | -0.6% | -$9.26万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,570.07万 | 0.30% | 352,983 | 36,043 | 11.4% | $160.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,541.49万 | 0.29% | 92,995 | 211 | 0.2% | $3.50万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,537.68万 | 0.29% | 53,844 | 1,213 | 2.3% | $34.64万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,528.74万 | 0.29% | 119,611 | 9,686 | 8.8% | $123.80万 | 加仓 |
| V | VISA INC | $1,500.41万 | 0.28% | 43,732 | 304 | 0.7% | $10.43万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,478.65万 | 0.28% | 178,969 | 23,371 | 15.0% | $193.09万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,469.75万 | 0.28% | 293,071 | 16,023 | 5.8% | $80.36万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,450.14万 | 0.27% | 161,395 | 2,781 | 1.8% | $24.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,445.77万 | 0.27% | 56,927 | 1,553 | 2.8% | $39.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,435.47万 | 0.27% | 452,686 | -14,544 | -3.1% | -$46.12万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,426.55万 | 0.27% | 57,940 | 3,908 | 7.2% | $96.22万 | 加仓 |
| — | EXXON MOBIL CORP | $1,419.99万 | 0.27% | 103,861 | -1,694 | -1.6% | -$23.16万 | 减仓 |
| INTC | INTEL CORP | $1,394.03万 | 0.26% | 99,837 | -11,023 | -9.9% | -$153.91万 | 减仓 |
| IVE | ISHARES TR | $1,389.12万 | 0.26% | 61,178 | -114 | -0.2% | -$2.59万 | 减仓 |
| WMT | WALMART INC | $1,384.36万 | 0.26% | 122,229 | -19,895 | -14.0% | -$225.33万 | 减仓 |
| TFLO | ISHARES TR | $1,349.09万 | 0.25% | 266,461 | -165,502 | -38.3% | -$837.94万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $1,298.89万 | 0.24% | 246,563 | 14,476 | 6.2% | $76.26万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,284.06万 | 0.24% | 265,137 | 16,752 | 6.7% | $81.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,282.40万 | 0.24% | 254,494 | 25,825 | 11.3% | $130.13万 | 加仓 |
| GLD | SPDR GOLD TR | $1,266.34万 | 0.24% | 34,376 | -2,982 | -8.0% | -$109.85万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,219.40万 | 0.23% | 547,062 | 34,995 | 6.8% | $78.00万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,211.31万 | 0.23% | 155,476 | 4,006 | 2.6% | $31.21万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,206.18万 | 0.23% | 257,677 | 13,042 | 5.3% | $61.05万 | 加仓 |
| GOVT | ISHARES TR | $1,188.77万 | 0.22% | 521,849 | -91,159 | -14.9% | -$207.66万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,180.15万 | 0.22% | 100,790 | 14,825 | 17.2% | $173.59万 | 加仓 |
| IQLT | ISHARES TR | $1,158.45万 | 0.22% | 233,794 | -68,486 | -22.7% | -$339.35万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,149.43万 | 0.22% | 90,674 | -1,617 | -1.8% | -$20.50万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $1,142.25万 | 0.22% | 249,563 | 10,015 | 4.2% | $45.84万 | 加仓 |
| IEMG | ISHARES INC | $1,130.37万 | 0.21% | 136,453 | 47,006 | 52.6% | $389.40万 | 加仓 |
| NFLX | NETFLIX INC. | $1,128.01万 | 0.21% | 157,985 | -10,764 | -6.4% | -$76.85万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,112.78万 | 0.21% | 89,194 | 4,812 | 5.7% | $60.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,092.95万 | 0.21% | 22,886 | 1,054 | 4.8% | $50.33万 | 加仓 |
| VOTE | TCW ETF TRUST | $1,090.82万 | 0.21% | 123,719 | -1,184 | -0.9% | -$10.44万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $1,081.31万 | 0.20% | 223,920 | 11,766 | 5.5% | $56.82万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,071.57万 | 0.20% | 129,652 | 23,470 | 22.1% | $193.98万 | 加仓 |
| HYG | ISHARES TR | $1,071.39万 | 0.20% | 133,974 | 3,408 | 2.6% | $27.25万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,047.55万 | 0.20% | 142,699 | 4,313 | 3.1% | $31.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,042.56万 | 0.20% | 37,074 | 1,528 | 4.3% | $42.97万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,037.14万 | 0.20% | 245,013 | 30,955 | 14.5% | $131.03万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,019.66万 | 0.19% | 297,538 | 47,485 | 19.0% | $162.73万 | 加仓 |
| IWM | ISHARES TR | $1,019.13万 | 0.19% | 33,920 | 4,152 | 13.9% | $124.75万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $1,018.94万 | 0.19% | 85,532 | 3,160 | 3.8% | $37.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,018.23万 | 0.19% | 126,378 | -7,570 | -5.7% | -$60.99万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,015.89万 | 0.19% | 200,888 | -28,428 | -12.4% | -$143.76万 | 减仓 |
| HD | HOME DEPOT INC | $1,015.14万 | 0.19% | 28,784 | -253 | -0.9% | -$8.92万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,010.47万 | 0.19% | 418,587 | -6,975 | -1.6% | -$16.84万 | 减仓 |
| MRK | MERCK & CO INC | $1,010.08万 | 0.19% | 78,606 | 987 | 1.3% | $12.68万 | 加仓 |