Mutual Advisors, LLC 13F 持仓 · 2026年Q2
Mutual Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,377 只证券,申报市值合计 53.11 亿美元。前几大持仓:SPY(5.27%)、IEF(4.47%)、AAPL(3.61%)。本季前 25 大持仓中:增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $279.8M | 5.27% | 374,687 | 减持 |
| 2 | IEF | ISHARES TR | $237.7M | 4.47% | 2.5M | 增持 |
| 3 | AAPL | APPLE INC | $191.8M | 3.61% | 662,859 | 增持 |
| 4 | IVV | ISHARES TR | $156.6M | 2.95% | 209,128 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $108.1M | 2.04% | 216,080 | 增持 |
| 6 | SGOV | ISHARES TR | $106.0M | 2.00% | 1.1M | 增持 |
| 7 | MSFT | MICROSOFT CORP | $92.1M | 1.73% | 247,016 | 增持 |
| 8 | LLY | ELI LILLY & CO | $82.5M | 1.55% | 68,768 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $82.1M | 1.55% | 119,493 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $81.1M | 1.53% | 405,566 | 增持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $62.6M | 1.18% | 878,870 | 增持 |
| 12 | AMZN | AMAZON COM INC | $55.6M | 1.05% | 233,442 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $50.7M | 0.95% | 68,865 | 减持 |
| 14 | GOOG | ALPHABET INC | $47.6M | 0.90% | 134,687 | 增持 |
| 15 | GOOGL | ALPHABET INC | $44.4M | 0.84% | 124,373 | 增持 |
| 16 | MINT | PIMCO ETF TR | $38.5M | 0.72% | 381,442 | 增持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $38.0M | 0.72% | 636,758 | 增持 |
| 18 | PYLD | PIMCO ETF TR | $34.3M | 0.65% | 1.3M | 增持 |
| 19 | VYM | VANGUARD WHITEHALL FDS | $33.9M | 0.64% | 214,503 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $33.2M | 0.62% | 89,671 | 增持 |
| 21 | VTV | VANGUARD INDEX FDS | $32.9M | 0.62% | 151,081 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $32.5M | 0.61% | 99,430 | 增持 |
| 23 | META | META PLATFORMS INC | $30.9M | 0.58% | 54,791 | 增持 |
| 24 | TSLA | TESLA INC | $29.8M | 0.56% | 70,911 | 增持 |
| 25 | CBSH | COMMERCE BANCSHARES INC | $28.5M | 0.54% | 492,733 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR