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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
ULUnilever PLCSPON ADR NEW9,303$50.0 萬<0.1%+324+3.6%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN60,974$50.2 萬<0.1%−1,748−2.8%減碼歷史
LYVLive Nation Entertainment, Inc.COM4,215$50.4 萬<0.1%00.0%不變歷史
Goldman Sachs ETF Tr381430107ACTIVEBETA INT14,317$50.5 萬<0.1%+2,540+21.6%加碼–
FSKFS KKR Capital CorpCOM24,252$50.8 萬<0.1%+3,780+18.5%加碼歷史
ETF Managers Tr26924G888ETHO CLIMATE LEA7,903$50.9 萬<0.1%+150+1.9%加碼–
Fidelity Covington Trust316092303CONSMR STAPLES11,023$51.4 萬<0.1%+256+2.4%加碼–
CMICummins IncStock2,360$51.5 萬<0.1%+362+18.1%加碼歷史
ACNAccenture plcStock1,246$51.7 萬<0.1%+4+0.3%加碼歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV8,222$51.7 萬<0.1%+46+0.6%加碼–
XELXcel Energy IncStock7,649$51.8 萬<0.1%+10.0%加碼歷史
OTISOtis Worldwide CorpStock5,956$51.9 萬<0.1%−191−3.1%減碼歷史
iShares Tr464287812US CONSM STAPLES2,596$52.0 萬<0.1%−7−0.3%減碼–
WisdomTree Tr97717Y808YIELD ENHANCED10,368$52.4 萬<0.1%−13−0.1%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF6,162$52.5 萬<0.1%+754+13.9%加碼–
KEYSKeysight Technologies, Inc.Stock2,545$52.6 萬<0.1%+78+3.2%加碼歷史
PXDPioneer Natural Resources CoCOM2,892$52.6 萬<0.1%+654+29.2%加碼歷史
MSMorgan StanleyStock5,369$52.7 萬<0.1%−473−8.1%減碼歷史
ALKAlaska Air Group, Inc.COM10,156$52.9 萬<0.1%+5,535+119.8%加碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF22,039$53.0 萬<0.1%+3,000+15.8%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM8,477$53.6 萬<0.1%+3,142+58.9%加碼–
Fidelity Covington Trust316092709MSCI INDL INDX9,563$53.7 萬<0.1%+117+1.2%加碼–
RBLXRoblox CorpStock5,236$54.0 萬<0.1%+5,236新進歷史
SHWSherwin Williams CoCOM1,541$54.3 萬<0.1%+31+2.1%加碼歷史
ETF Ser Solutions26922B105LHA MKT ST TACTL16,858$54.3 萬<0.1%+16,858新進–
ODFLOld Dominion Freight Line, Inc.COM1,518$54.4 萬<0.1%−91−5.7%減碼歷史
Vanguard World FD921910816MEGA GRWTH IND2,091$54.5 萬<0.1%+270+14.8%加碼–
Cambria ETF Tr132061201SHSHLD YIELD ETF8,441$54.6 萬<0.1%+1,750+26.2%加碼–
ZIONZions Bancorporation, National AssociationCOM8,648$54.6 萬<0.1%−279−3.1%減碼歷史
MTWManitowoc Co IncCOM NEW29,540$54.9 萬<0.1%−2,970−9.1%減碼歷史
NMAINuveen Multi-Asset Income FundCOM29,608$55.2 萬<0.1%+29,608新進歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF17,861$55.3 萬<0.1%−944−5.0%減碼–
AEGAegon Ltd.NY REGISTRY SHS111,901$55.3 萬<0.1%+96,454+624.4%加碼歷史
FISVFiserv IncStock5,347$55.5 萬<0.1%+801+17.6%加碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT8,420$55.5 萬<0.1%+664+8.6%加碼–
AZOAutoZone IncCOM265$55.6 萬<0.1%−26−8.9%減碼歷史
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI30,130$55.6 萬<0.1%−150−0.5%減碼–
iShares Semiconductor ETF464287523ETF1,028$55.8 萬<0.1%+352+52.1%加碼–
DBCInvesco DB Commodity Index Tracking FundUNIT26,859$55.8 萬<0.1%+1,704+6.8%加碼歷史
CARRCarrier Global CorpStock10,305$55.9 萬<0.1%−511−4.7%減碼歷史
PTVEPactiv Evergreen Inc.COM44,200$56.0 萬<0.1%−9,000−16.9%減碼歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF15,595$56.4 萬<0.1%−3,070−16.4%減碼–
UNFIUnited Natural Foods IncCOM11,500$56.4 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF25,586$56.5 萬<0.1%+3,405+15.4%加碼–
iShares Tr46434V4070-5YR HI YL CP12,523$56.7 萬<0.1%−1,418−10.2%減碼–
ROKRockwell Automation, IncStock1,632$56.9 萬<0.1%+2+0.1%加碼歷史
VanEck ETF Trust92189F387SHRT HGH YLD MUN22,887$57.6 萬<0.1%00.0%不變–
LNGCheniere Energy, Inc.COM NEW5,684$57.6 萬<0.1%+140+2.5%加碼歷史
Tenneco Inc880349105CL A VTG COM STK51,400$58.1 萬<0.1%+27,000+110.7%加碼–
iShares Russell Midcap ETF464287499ETF7,010$58.2 萬<0.1%−63−0.9%減碼–
DGDollar General CorpCOM2,470$58.3 萬<0.1%−131−5.0%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR10,089$58.8 萬<0.1%+40.0%加碼歷史
iShares Tr46435G672CORE INTL AGGR10,810$58.9 萬<0.1%−1,395−11.4%減碼–
SPDR Series Trust78464A284ST NUVE HIGH ETF9,808$58.9 萬<0.1%+1,370+16.2%加碼–
LEGLeggett & Platt IncStock14,407$59.3 萬<0.1%+2,708+23.1%加碼歷史
MHOM/I Homes, Inc.COM9,530$59.3 萬<0.1%00.0%不變歷史
iShares Tr464287333GLOBAL FINLS ETF7,438$59.5 萬<0.1%+296+4.1%加碼–
MDLZMondelez International, Inc.Stock8,981$59.6 萬<0.1%+1,198+15.4%加碼歷史
LMNRLimoneira COCOM40,000$60.0 萬<0.1%−308−0.8%減碼歷史
AVKAdvent Convertible & Income FundCOM32,585$60.2 萬<0.1%+17,528+116.4%加碼歷史
First Tr Exchange-Traded Alp33735J101COM SHS8,655$60.5 萬<0.1%+200+2.4%加碼–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF11,417$60.5 萬<0.1%−1,010−8.1%減碼–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50010,610$60.7 萬<0.1%+10,610新進–
Fidelity Covington Trust316092204MSCI CONSM DIS6,942$61.3 萬<0.1%00.0%不變–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF6,041$61.4 萬<0.1%+922+18.0%加碼–
AEEAmeren CorpCOM6,899$61.4 萬<0.1%+400+6.2%加碼歷史
BPBP PLCADR23,207$61.8 萬<0.1%+487+2.1%加碼歷史
PDIPIMCO Dynamic Income FundSHS23,916$62.0 萬<0.1%+14,495+153.9%加碼歷史
First Tr Exchng Traded FD VI33740F847FT VEST US EQT15,893$62.0 萬<0.1%+15,893新進–
iShares Russell Mid-Cap Growth ETF464287481ETF5,409$62.3 萬<0.1%−328−5.7%減碼–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL13,088$62.6 萬<0.1%+300+2.3%加碼–
KKRKKR & Co. Inc.COM8,453$63.0 萬<0.1%+700+9.0%加碼歷史
STRLSterling Infrastructure, Inc.COM23,950$63.0 萬<0.1%00.0%不變歷史
CPRTCopart IncCOM4,154$63.0 萬<0.1%00.0%不變歷史
MROMarathon Oil CorpCOM38,357$63.0 萬<0.1%+38,357新進歷史
WNCWabash National CorpCOM32,340$63.1 萬<0.1%00.0%不變歷史
MATXMatson, Inc.COM7,057$63.5 萬<0.1%00.0%不變歷史
DBX ETF Tr233051879XTRACK HRVST CSI16,408$64.1 萬<0.1%+4,019+32.4%加碼–
RYRoyal Bank of CanadaStock6,049$64.2 萬<0.1%+3,056+102.1%加碼歷史
PSAPublic StorageCOM1,715$64.2 萬<0.1%+141+9.0%加碼歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER14,903$64.8 萬<0.1%+1,577+11.8%加碼–
BZHBeazer Homes USA IncCOM NEW28,080$65.2 萬<0.1%00.0%不變歷史
MTORMeritor, Inc.COM26,400$65.4 萬<0.1%00.0%不變歷史
ROSTRoss Stores, Inc.COM5,743$65.6 萬<0.1%−199−3.3%減碼歷史
DREDuke Realty CorpCOM NEW10,103$66.3 萬<0.1%+79+0.8%加碼歷史
CORCencora, Inc.Stock4,997$66.4 萬<0.1%−8−0.2%減碼歷史
DDominion Energy, IncStock8,549$67.2 萬<0.1%−347−3.9%減碼歷史
CPSCooper-Standard Holdings Inc.COM30,000$67.2 萬<0.1%+30,000新進歷史
ETF Managers Tr26924G409PRIME MOBILE PAY11,618$67.5 萬<0.1%−6,154−34.6%減碼–
SPDR Series Trust78464A607ST STR DOW REIT5,545$67.7 萬<0.1%−202−3.5%減碼–
TSNTyson Foods, Inc.Stock7,821$68.2 萬<0.1%+2,058+35.7%加碼歷史
IPGInterpublic Group of Companies, Inc.COM18,234$68.3 萬<0.1%+120+0.7%加碼歷史
BAXBaxter International IncStock8,051$69.1 萬<0.1%+68+0.9%加碼歷史
DANDANA IncCOM30,700$70.1 萬<0.1%00.0%不變歷史
HASHasbro, Inc.COM6,919$70.4 萬<0.1%+1,161+20.2%加碼歷史
HPEHewlett Packard Enterprise CoCOM44,785$70.6 萬<0.1%+294+0.7%加碼歷史
ITWIllinois Tool Works IncStock2,894$71.4 萬<0.1%+139+5.0%加碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH9,283$72.1 萬<0.1%−174−1.8%減碼–
First Tr Exchng Traded FD VI33740F839FT VEST US EQT20,480$72.3 萬<0.1%+20,480新進–
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF14,346$72.6 萬<0.1%+8,607+150.0%加碼–

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%–