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Mutual Advisors, LLCNo.919 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$53.11亿
环比变动 Q1 2026
+$6.44亿+13.8%
持仓股票数
1377
新买入
138
加仓
658
减仓
506
清仓
70
持股不变
75
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
5.27%5.58%$2.80亿37.5万股$2.61亿40.1万股-2.6万股-6.50%减仓
IiShares安硕·7-10YRIEF
4.47%4.44%$2.38亿251.3万股$2.07亿217.0万股+34.3万股+15.81%加仓
苹果AAPL
3.61%3.48%$1.92亿66.3万股$1.62亿63.9万股+2.4万股+3.68%加仓
IiShares安硕信托IVV
2.95%2.89%$1.57亿20.9万股$1.35亿20.7万股+2,500股+1.21%加仓
伯克希尔哈撒韦BRK.B
2.04%2.2%$1.08亿21.6万股$1.03亿21.4万股+1,775股+0.83%加仓
IiShares安硕信托SGOV
2%2.21%$1.06亿105.3万股$1.03亿102.2万股+3.0万股+2.97%加仓
微软MSFT
1.73%1.91%$9,214.2万24.7万股$8,926.4万24.1万股+5,872股+2.44%加仓
礼来LLY
1.55%1.35%$8,248.3万6.9万股$6,282.3万6.8万股+466股+0.68%加仓
V先锋领航指数基金VOO
1.55%1.37%$8,206.9万11.9万股$6,410.1万10.7万股+1.2万股+11.39%加仓
英伟达NVDA
1.53%1.3%$8,115.0万40.6万股$6,062.5万34.8万股+5.8万股+16.67%加仓
V先锋领航·FTSEVEA
1.18%1.14%$6,261.9万87.9万股$5,322.8万83.1万股+4.8万股+5.81%加仓
亚马逊AMZN
1.05%1.01%$5,563.9万23.3万股$4,715.6万22.6万股+7,024股+3.10%加仓
I景顺QQQ信托VOO
0.95%0.97%$5,071.2万6.9万股$4,503.7万7.8万股-9,165股-11.75%减仓
AAlphabet Inc Class CGOOG
0.9%0.81%$4,758.9万13.5万股$3,776.0万13.2万股+3,053股+2.32%加仓
谷歌AGOOGL
0.84%0.77%$4,444.7万12.4万股$3,574.8万12.4万股+57股+0.05%加仓
PPIMCO太平洋投资管理ETFMINT
0.72%0.04%$3,845.3万38.1万股$165.5万1.6万股+36.5万股+2,218.51%加仓
V先锋领航·FSTEVWO
0.72%0.7%$3,800.8万63.7万股$3,249.9万60.1万股+3.5万股+5.90%加仓
PPIMCO太平洋投资管理ETFPYLD
0.65%0.68%$3,425.7万129.2万股$3,165.9万120.8万股+8.3万股+6.90%加仓
V先锋领航白厅基金VYM
0.64%0.63%$3,389.8万21.5万股$2,933.1万19.8万股+1.6万股+8.31%加仓
G通用动力VTI
0.62%0.6%$3,318.2万9.0万股$2,806.6万8.7万股+2,187股+2.50%加仓
V先锋领航指数基金VTV
0.62%0.54%$3,292.5万15.1万股$2,516.3万12.8万股+2.3万股+17.80%加仓
摩根大通JPM
0.61%0.62%$3,254.7万9.9万股$2,902.5万9.9万股+758股+0.77%加仓
Meta平台META
0.58%0.66%$3,086.3万5.5万股$3,102.3万5.4万股+566股+1.04%加仓
特斯拉TSLA
0.56%0.53%$2,982.5万7.1万股$2,482.7万6.7万股+4,127股+6.18%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.54%0.57%$2,865.6万57.9万股$2,664.1万57.8万股+1,512股+0.26%加仓
COMMERCE BANCSHARESCBSH
0.54%0.52%$2,845.5万49.3万股$2,424.1万49.3万股+31股+0.01%加仓
博通AVGO
0.53%0.48%$2,832.1万7.5万股$2,235.3万7.2万股+2,750股+3.81%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.53%0.54%$2,829.0万12.0万股$2,529.1万11.8万股+1,958股+1.66%加仓
IINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARYNJAN
0.53%0.55%$2,827.3万47.9万股$2,585.6万48.4万股-5,421股-1.12%减仓
SSPDR道富系列信托BIL
0.53%0.66%$2,818.7万30.8万股$3,098.0万33.8万股-3.0万股-9.01%减仓
AMD超威AMD
0.52%0.24%$2,769.2万4.8万股$1,105.3万5.4万股-6,663股-12.26%减仓
美光科技MU
0.51%0.17%$2,724.3万2.4万股$778.0万2.3万股+573股+2.49%加仓
C资本集团股息价值CCBG
0.47%0.37%$2,483.1万50.4万股$1,725.7万40.6万股+9.8万股+24.21%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.46%0.45%$2,453.0万72.5万股$2,100.7万72.1万股+3,734股+0.52%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.45%0.04%$2,379.2万46.6万股$183.7万3.6万股+43.0万股+1,192.87%加仓
好市多COST
0.43%0.51%$2,257.9万2.4万股$2,374.2万2.4万股+309股+1.30%加仓
卡特彼勒CAT
0.42%0.3%$2,234.4万2.1万股$1,390.1万2.0万股+1,362股+6.94%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.4%0.36%$2,111.4万60.7万股$1,698.5万55.7万股+5.0万股+8.92%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.38%0.45%$2,040.3万43.5万股$2,093.8万44.5万股-1.0万股-2.26%减仓
B贝莱德ETF信托DYNF
0.36%0.36%$1,936.3万28.5万股$1,687.1万29.0万股-5,272股-1.82%减仓
IiShares安硕信托DGRO
0.36%0.37%$1,935.1万25.5万股$1,715.2万24.4万股+1.1万股+4.47%加仓
SSPDR行业精选信托XLK
0.36%0.31%$1,903.4万10.0万股$1,438.9万10.8万股-8,364股-7.73%减仓
V先锋领航指数基金VUG
0.36%0.34%$1,901.0万22.1万股$1,578.0万3.6万股+18.5万股+510.84%加仓
C资本集团成长ETFCGGR
0.36%0.44%$1,887.0万40.0万股$2,062.6万51.3万股-11.3万股-22.10%减仓
VanEck ETF信托SMH
0.35%0.23%$1,851.0万2.8万股$1,087.2万2.8万股-136股-0.48%减仓
IiShares安硕信托IVW
0.34%0.34%$1,823.9万13.3万股$1,578.1万14.0万股-6,902股-4.95%减仓
V先锋领航全球基金VGT
0.34%0.29%$1,805.5万15.1万股$1,370.8万2.0万股+13.1万股+668.87%加仓
S道富SPYM
0.34%0.3%$1,803.5万20.5万股$1,383.3万18.1万股+2.4万股+13.55%加仓
MMAIN SECTOR ROTATION ETFSECT
0.33%0.3%$1,778.1万24.7万股$1,415.0万23.4万股+1.2万股+5.31%加仓
OMEGA HEALTHCARE INVSOHI
0.33%0.34%$1,739.4万36.5万股$1,586.6万36.2万股+2,729股+0.75%加仓

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