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Livermore
Livermore
中文EN

Mutual Advisors, LLC

SEC CIK
0001694080
最新申報
2026/8/14

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
881
較 2021 年第 3 季 +21
總值
$18.9 億
較 2021 年第 3 季 +$1.98 億 (+11.7%)
申報日
2022/2/14
SEC
Mutual Advisors, LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BIDUBaidu, Inc.ADR2,382$35.4 萬<0.1%−250−9.5%減碼歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN4,958$35.4 萬<0.1%−4,801−49.2%減碼–
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF23,065$35.6 萬<0.1%00.0%不變歷史
WisdomTree Tr97717Y691CLOUD COMPUTNG6,877$35.7 萬<0.1%−1,227−15.1%減碼–
CLXClorox CoStock2,056$35.8 萬<0.1%−258−11.1%減碼歷史
ACMAecomCOM4,632$35.8 萬<0.1%00.0%不變歷史
CAHCardinal Health IncStock6,973$35.9 萬<0.1%+357+5.4%加碼歷史
Vanguard Communication Services ETF92204A884ETF2,684$36.4 萬<0.1%−199−6.9%減碼–
SIMOSilicon Motion Technology CORPSPONSORED ADR3,828$36.4 萬<0.1%+3,828新進歷史
SMGScotts Miracle-Gro CoStock2,269$36.5 萬<0.1%+2,269新進歷史
AXAxos Financial, Inc.COM6,591$36.9 萬<0.1%−7−0.1%減碼歷史
iShares Tr464289883CORE 30 70 ETF9,252$37.0 萬<0.1%+527+6.0%加碼–
VMCVulcan Materials COCOM1,787$37.1 萬<0.1%+1,787新進歷史
MOSMosaic CoCOM9,440$37.1 萬<0.1%+9,440新進歷史
HSYHershey CoCOM1,922$37.2 萬<0.1%00.0%不變歷史
Schwab International Small-Cap Equity ETF808524888ETF9,105$37.3 萬<0.1%+679+8.1%加碼–
GDGeneral Dynamics CorpStock1,794$37.4 萬<0.1%−501−21.8%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF8,944$37.6 萬<0.1%+6+0.1%加碼–
SPDR Series Trust78468R200ST STR RATE ETF12,286$37.6 萬<0.1%−280−2.2%減碼–
Davis Fundamental ETF Tr23908L405SELCT INTL ETF19,587$38.0 萬<0.1%−3,165−13.9%減碼–
MCNXAI Madison Equity Premium Income FundCOM47,544$38.1 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF8,557$38.2 萬<0.1%−974−10.2%減碼–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT22,342$38.2 萬<0.1%+3,169+16.5%加碼歷史
DFSDiscover Financial ServicesCOM3,306$38.2 萬<0.1%−191−5.5%減碼歷史
SPDR Ser Tr78464A813S&P 600 SML CAP3,844$38.2 萬<0.1%+280+7.9%加碼–
PSXPPhillips 66 Partners LPCOM UNIT REP INT10,650$38.4 萬<0.1%−550−4.9%減碼歷史
CERNCERNER CorpCOM4,147$38.5 萬<0.1%+36+0.9%加碼歷史
ETNEaton Corp plcStock2,231$38.6 萬<0.1%+409+22.4%加碼歷史
PINSPinterest, Inc.CL A10,618$38.6 萬<0.1%−3,691−25.8%減碼歷史
KEYKeycorpCOM16,774$38.8 萬<0.1%+39+0.2%加碼歷史
HBANHuntington Bancshares IncCOM25,231$38.9 萬<0.1%+33+0.1%加碼歷史
STXSeagate Technology Holdings plcORD SHS3,442$38.9 萬<0.1%−732−17.5%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF11,765$39.1 萬<0.1%+75+0.6%加碼–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP8,460$39.3 萬<0.1%+624+8.0%加碼歷史
iShares Tr46428951110+ YR INVST GRD5,658$39.4 萬<0.1%−3,681−39.4%減碼–
SNDRSchneider National, Inc.CL B14,765$39.7 萬<0.1%+14,765新進歷史
NCANuveen California Municipal Value FundCOM STK39,322$39.8 萬<0.1%+242+0.6%加碼歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG13,866$39.9 萬<0.1%−229−1.6%減碼–
JDJD.com, Inc.SPON ADS CL A5,739$40.2 萬<0.1%+349+6.5%加碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,606$40.2 萬<0.1%−296−4.3%減碼歷史
MDBMongoDB, Inc.CL A761$40.3 萬<0.1%00.0%不變歷史
iShares Inc46434G863ESG AWR MSCI EM10,160$40.4 萬<0.1%−1,824−15.2%減碼–
Vanguard Total World Stock ETF922042742ETF3,770$40.5 萬<0.1%−1,280−25.3%減碼–
iShares Tr46434V449MSCI INTL MOMENT10,647$40.5 萬<0.1%+803+8.2%加碼–
PKPark Hotels & Resorts Inc.COM21,662$40.9 萬<0.1%00.0%不變歷史
ETSYEtsy IncCOM1,866$40.9 萬<0.1%+100+5.7%加碼歷史
TPLTexas Pacific Land CorpStock328$41.0 萬<0.1%+121+58.5%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT6,498$41.1 萬<0.1%+38+0.6%加碼–
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN6,405$41.2 萬<0.1%+6,405新進–
AKAMAkamai Technologies IncCOM3,548$41.5 萬<0.1%−17−0.5%減碼歷史
CCitigroup IncStock6,892$41.6 萬<0.1%−5−0.1%減碼歷史
NXPINXP Semiconductors N.V.COM1,840$41.9 萬<0.1%+523+39.7%加碼歷史
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM12,896$41.9 萬<0.1%+216+1.7%加碼歷史
TELFYTelefonica S ASPONSORED ADR98,862$41.9 萬<0.1%+15,751+19.0%加碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF9,108$42.2 萬<0.1%+342+3.9%加碼–
Schwab Strategic Tr8085246985 10YR CORP BD8,173$42.2 萬<0.1%−5,083−38.3%減碼–
Fidelity Covington Trust316092873MSCI COMMNTN SVC8,243$42.3 萬<0.1%+188+2.3%加碼–
iShares Inc464286525MSCI GBL MIN VOL3,921$42.5 萬<0.1%+264+7.2%加碼–
CBChubb LtdStock2,202$42.6 萬<0.1%−150−6.4%減碼歷史
SWKSSkyworks Solutions, Inc.Stock2,769$43.0 萬<0.1%+465+20.2%加碼歷史
iShares Tr46435G102CONV BD ETF4,820$43.0 萬<0.1%+355+8.0%加碼–
REGNRegeneron Pharmaceuticals, Inc.COM684$43.2 萬<0.1%+46+7.2%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF3,808$43.3 萬<0.1%+308+8.8%加碼–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF5,583$43.6 萬<0.1%−3−0.1%減碼–
CVICVR Energy IncCOM26,000$43.7 萬<0.1%+26,000新進歷史
NIONIO Inc.ADR13,874$44.0 萬<0.1%−4,118−22.9%減碼歷史
PNCPNC Financial Services Group, Inc.Stock2,195$44.0 萬<0.1%+252+13.0%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF5,787$44.0 萬<0.1%+1,405+32.1%加碼–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL9,907$44.9 萬<0.1%+1,245+14.4%加碼–
MELIMercadolibre IncCOM334$45.0 萬<0.1%+82+32.5%加碼歷史
iShares Tr464289479CORE LT USDB ETF6,266$45.2 萬<0.1%+810+14.8%加碼–
TMUST-Mobile US, Inc.Stock3,904$45.3 萬<0.1%00.0%不變歷史
TTDTrade Desk, Inc.Stock4,938$45.3 萬<0.1%+423+9.4%加碼歷史
NVONovo Nordisk A SADR4,059$45.5 萬<0.1%+877+27.6%加碼歷史
VLOValero Energy CorpStock6,107$45.9 萬<0.1%−2,438−28.5%減碼歷史
ORANYOrangeSPONSORED ADR43,728$46.1 萬<0.1%+43,728新進歷史
HOFTHooker Furnishings CorpCOM19,850$46.2 萬<0.1%−1,860−8.6%減碼歷史
CLSCelestica IncSUB VTG SHS41,500$46.2 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X772ST S&P INTL ETF11,921$46.3 萬<0.1%+759+6.8%加碼–
J P Morgan Exchange Traded F46641Q324INTERNL GWT6,076$46.4 萬<0.1%+1,098+22.1%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF6,921$46.5 萬<0.1%−6,057−46.7%減碼–
Innovator ETFs Trust45782C813US EQTY PWR BUF15,098$46.5 萬<0.1%+1,072+7.6%加碼–
First Tr Exchange-Traded FD33733E856FT VEST GOLD22,976$46.8 萬<0.1%+22,976新進–
iShares Tr46435G516ESG AW MSCI EAFE5,889$46.8 萬<0.1%+129+2.2%加碼–
JRSNuveen Real Estate Income FundCOM36,578$46.9 萬<0.1%−988−2.6%減碼歷史
EXCExelon CorpStock8,154$47.1 萬<0.1%+12+0.1%加碼歷史
American Centy ETF Tr025072505DIVERSIFIED MU8,616$47.6 萬<0.1%00.0%不變–
MARMarriott International IncStock2,892$47.8 萬<0.1%+520+21.9%加碼歷史
WOLFWolfspeed, Inc.Stock4,310$48.2 萬<0.1%+250+6.2%加碼歷史
EDConsolidated Edison IncStock5,662$48.3 萬<0.1%+100+1.8%加碼歷史
GBXGreenbrier Companies IncStock10,525$48.3 萬<0.1%00.0%不變歷史
Fidelity MSCI Energy Index ETF316092402ETF31,948$48.5 萬<0.1%−468−1.4%減碼–
First Tr Exchange-Traded FD33733B100WTR ETF5,114$48.5 萬<0.1%+5,114新進–
TWTRTwitter, Inc.COM11,318$48.9 萬<0.1%+90+0.8%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999924,421$49.1 萬<0.1%+3,819+18.5%加碼歷史
Fidelity MSCI Materials Index ETF316092881ETF9,782$49.2 萬<0.1%+282+3.0%加碼–
SCHWSchwab Charles CorpStock5,866$49.3 萬<0.1%+191+3.4%加碼歷史
First Trust Financials Alphadex Fund33734X135ETF10,724$49.6 萬<0.1%+203+1.9%加碼–
APDAir Products & Chemicals, Inc.Stock1,637$49.8 萬<0.1%+252+18.2%加碼歷史
CARAvis Budget Group, Inc.COM2,400$49.8 萬<0.1%00.0%不變歷史

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Mutual Advisors, LLC 在 2021 年第 4 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock–$456.8 萬

2021 年第 3 季之後清倉（60 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
First Tr Exchng Traded FD VI33740U802FT VEST U.S.298,025$912.3 萬0.5%–
iShares Tr464287838U.S. BAS MTL ETF28,923$360.3 萬0.2%–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF28,257$312.4 萬0.2%–
iShares Inc464286806MSCI GERMANY ETF67,849$223.4 萬0.1%–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF25,638$187.4 萬0.1%–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF37,832$182.8 萬0.1%–
NETCloudflare, Inc.CL A COM13,704$154.4 萬0.1%歷史
AAAlcoa CorpStock27,040$132.3 萬0.1%歷史
DKSDick's Sporting Goods, Inc.Stock9,529$114.1 萬0.1%歷史
CLFCleveland-Cliffs Inc.COM54,003$107.0 萬0.1%歷史
HUNHuntsman CORPCOM32,719$96.8 萬0.1%歷史
Vanguard Materials ETF92204A801ETF4,219$73.1 萬<0.1%–
PVHPVH Corp.COM6,965$71.6 萬<0.1%歷史
DELLDell Technologies Inc.Stock6,475$67.4 萬<0.1%歷史
WHRWhirlpool CorpStock3,117$63.5 萬<0.1%歷史
VSXYVictoria's Secret & Co.COMMON STOCK11,371$62.8 萬<0.1%歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF9,419$52.7 萬<0.1%–
Nuveen Tax-Advantaged Divid67073G105COM30,955$49.0 萬<0.1%–
ITGartner IncCOM1,581$48.0 萬<0.1%歷史
ALBAlbemarle CorpStock2,161$47.3 萬<0.1%歷史
EAElectronic Arts Inc.COM3,128$44.5 萬<0.1%歷史
iShares Inc464286285JP MRGN EM HI BD9,781$43.4 萬<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF5,244$41.1 萬<0.1%–
iShares Inc464286178US INTL HGH YLD7,683$38.4 萬<0.1%–
VERVEREIT, Inc.COM7,732$35.0 萬<0.1%歷史
WATWaters CorpCOM922$32.9 萬<0.1%歷史
EVRIEveri Holdings Inc.COM13,107$31.7 萬<0.1%歷史
LNWOLight & Wonder, Inc.COM3,814$31.7 萬<0.1%歷史
FTSIFTS International, Inc.COM NEW CL A11,946$29.4 萬<0.1%歷史
Innovator ETFs Tr45782C102IBD 50 ETF6,163$29.2 萬<0.1%–
PENNPENN Entertainment, Inc.COM3,891$28.2 萬<0.1%歷史
RIORio Tinto PLCADR4,003$26.7 萬<0.1%歷史
CROXCrocs, Inc.COM1,850$26.5 萬<0.1%歷史
TSEOQTrinseo PLCSHS4,744$25.6 萬<0.1%歷史
First Tr Exchange Traded FD33738R100MULTI ASSET DI15,549$25.5 萬<0.1%–
UPSTUpstart Holdings, Inc.COM794$25.1 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,865$24.9 萬<0.1%–
RDFNRedfin CorpCOM4,899$24.5 萬<0.1%歷史
IDXXIDEXX Laboratories IncCOM381$23.7 萬<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A1,910$22.8 萬<0.1%歷史
APPNAppian CorpCL A2,460$22.8 萬<0.1%歷史
ZDZiff Davis, Inc.COM1,640$22.4 萬<0.1%歷史
J2 Global Inc48123V110COM1,640$22.4 萬<0.1%–
iShares Tr464287549EXPND TEC SC ETF545$22.0 萬<0.1%–
TECHBIO-TECHNE CorpCOM452$21.9 萬<0.1%歷史
MSTRStrategy IncStock375$21.7 萬<0.1%歷史
iShares Core S&P US Value ETF464287663ETF3,029$21.5 萬<0.1%–
Flexshares Tr33939L779DISCP DUR MBS9,081$21.3 萬<0.1%–
iShares Core MSCI Total International Stock ETF46432F834ETF2,983$21.2 萬<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF7,013$20.9 萬<0.1%–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT6,117$20.8 萬<0.1%–
UNMUnum GroupStock8,223$20.6 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT9,201$20.6 萬<0.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF3,702$20.4 萬<0.1%–
BYNDBeyond Meat, Inc.COM1,907$20.1 萬<0.1%歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM16,283$19.9 萬<0.1%歷史
VTRSViatris IncStock14,130$19.1 萬<0.1%歷史
ProShares Tr74347G598ULTRASHORT INDL10,200$15.7 萬<0.1%–
HIMXHimax Technologies, Inc.SPONSORED ADR11,231$12.0 萬<0.1%歷史
Bitfarms Ltd Com09173B107Stock10,100$4.30 萬<0.1%–