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Livermore
Livermore
中文EN

Mutual Advisors, LLC

SEC CIK
0001694080
最新申報
2026/8/14

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
821
較 2022 年第 1 季 −38
總值
$15.1 億
較 2022 年第 1 季 −$2.74 億 (−15.4%)
申報日
2022/8/15
SEC
Mutual Advisors, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
FLGTFulgent Genetics, Inc.COM6,700$36.5 萬<0.1%00.0%不變歷史
EXCExelon CorpStock8,087$36.6 萬<0.1%−68−0.8%減碼歷史
PLTRPalantir Technologies Inc.Stock40,570$36.8 萬<0.1%−21,548−34.7%減碼歷史
JRSNuveen Real Estate Income FundCOM39,168$36.8 萬<0.1%+2,822+7.8%加碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT9,685$37.0 萬<0.1%+3,055+46.1%加碼歷史
KEYSKeysight Technologies, Inc.Stock2,702$37.2 萬<0.1%+140+5.5%加碼歷史
MELIMercadolibre IncCOM588$37.4 萬<0.1%+17+3.0%加碼歷史
DBX ETF Tr233051705XTRACK MUN INFRA15,090$37.5 萬<0.1%+3,411+29.2%加碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF13,423$37.7 萬<0.1%+2,651+24.6%加碼–
STZConstellation Brands, Inc.Stock1,621$37.8 萬<0.1%+221+15.8%加碼歷史
ETF Managers Tr26924G888ETHO CLIMATE LEA8,019$38.1 萬<0.1%+23+0.3%加碼–
iShares Tr464287333GLOBAL FINLS ETF5,826$38.3 萬<0.1%−1,079−15.6%減碼–
ODFLOld Dominion Freight Line, Inc.COM1,499$38.4 萬<0.1%−20−1.3%減碼歷史
NMAINuveen Multi-Asset Income FundCOM29,378$38.8 萬<0.1%−641−2.1%減碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF31,503$38.9 萬<0.1%−131,777−80.7%減碼–
iShares Tr46435G516ESG AW MSCI EAFE6,313$39.6 萬<0.1%+424+7.2%加碼–
APDAir Products & Chemicals, Inc.Stock1,651$39.7 萬<0.1%−454−21.6%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL10,222$40.0 萬<0.1%+1,548+17.8%加碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF13,346$40.1 萬<0.1%+115+0.9%加碼–
CBChubb LtdStock2,052$40.3 萬<0.1%−189−8.4%減碼歷史
PBAPembina Pipeline CorpCOM11,414$40.3 萬<0.1%+11,414新進歷史
MCKMcKesson CorpStock1,239$40.4 萬<0.1%+193+18.5%加碼歷史
TDOCTeladoc Health, Inc.COM12,178$40.4 萬<0.1%−1,792−12.8%減碼歷史
LENLennar CorpCL A5,777$40.8 萬<0.1%−553−8.7%減碼歷史
ROSTRoss Stores, Inc.COM5,822$40.9 萬<0.1%+106+1.9%加碼歷史
Cambria ETF Tr132061201SHSHLD YIELD ETF7,601$41.4 萬<0.1%−850−10.1%減碼–
KKRKKR & Co. Inc.COM8,968$41.5 萬<0.1%+1,180+15.2%加碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP8,702$41.6 萬<0.1%−49−0.6%減碼歷史
AEPAmerican Electric Power Co IncStock4,345$41.7 萬<0.1%−8−0.2%減碼歷史
Fidelity MSCI Utilities Index ETF316092865ETF9,244$41.7 萬<0.1%+60+0.7%加碼–
ACNAccenture plcStock1,508$41.9 萬<0.1%+147+10.8%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF5,304$42.0 萬<0.1%+289+5.8%加碼–
REGNRegeneron Pharmaceuticals, Inc.COM711$42.0 萬<0.1%+20+2.9%加碼歷史
First Tr Exchng Traded FD VI33740F631FT VEST US13,910$42.0 萬<0.1%00.0%不變–
Global X FDS37954Y475S&P 500 COVERED9,854$42.1 萬<0.1%+9,854新進–
PLDPrologis, Inc.REIT3,590$42.2 萬<0.1%+1,754+95.5%加碼歷史
HSYHershey CoCOM1,969$42.4 萬<0.1%+14+0.7%加碼歷史
DPZDominos Pizza IncCOM1,088$42.4 萬<0.1%−521−32.4%減碼歷史
AVKAdvent Convertible & Income FundCOM35,347$42.6 萬<0.1%−2,075−5.5%減碼歷史
VMWVmware LLCCL A COM3,737$42.6 萬<0.1%−83−2.2%減碼歷史
Tenneco Inc880349105CL A VTG COM STK25,100$43.1 萬<0.1%−26,400−51.3%減碼–
DANDANA IncCOM30,700$43.2 萬<0.1%−83−0.3%減碼歷史
BGBunge Global SACOM4,766$43.2 萬<0.1%−276−5.5%減碼歷史
ProShares Tr74347B680S&P MDCP 400 DIV6,429$43.4 萬<0.1%+355+5.8%加碼–
TMHCTaylor Morrison Home CorpCOM18,600$43.4 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM7,859$43.7 萬<0.1%−2,429−23.6%減碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF3,451$43.8 萬<0.1%+119+3.6%加碼–
PATHUiPath, Inc.Stock24,145$43.9 萬<0.1%−3,128−11.5%減碼歷史
CMICummins IncStock2,267$43.9 萬<0.1%−21−0.9%減碼歷史
OTISOtis Worldwide CorpStock6,233$44.0 萬<0.1%+95+1.5%加碼歷史
SYNASYNAPTICS IncStock3,750$44.3 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL10,044$44.3 萬<0.1%−5,641−36.0%減碼–
Vanguard World FD921910816MEGA GRWTH IND2,439$44.3 萬<0.1%+87+3.7%加碼–
Direxion Shs ETF Tr25460G773WORK FROM HOME9,342$44.3 萬<0.1%−127−1.3%減碼–
iShares Tr464287762US HLTHCARE ETF1,655$44.5 萬<0.1%−849−33.9%減碼–
OXYOccidental Petroleum CorpStock7,571$44.6 萬<0.1%−1,182−13.5%減碼歷史
TMUST-Mobile US, Inc.Stock3,315$44.6 萬<0.1%+22+0.7%加碼歷史
CCitigroup IncStock9,711$44.7 萬<0.1%+3,116+47.2%加碼歷史
ZIONZions Bancorporation, National AssociationCOM8,803$44.8 萬<0.1%+31+0.4%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF15,246$44.8 萬<0.1%+148+1.0%加碼–
iShares Tr464288281JPMORGAN USD EMG5,262$44.9 萬<0.1%−3,285−38.4%減碼–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT12,993$44.9 萬<0.1%−33,396−72.0%減碼–
TWTRTwitter, Inc.COM12,027$45.0 萬<0.1%+468+4.0%加碼歷史
UNFIUnited Natural Foods IncCOM11,500$45.3 萬<0.1%00.0%不變歷史
ZMZoom Communications, Inc.Stock4,204$45.4 萬<0.1%−721−14.6%減碼歷史
ITWIllinois Tool Works IncStock2,499$45.5 萬<0.1%+81+3.3%加碼歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG13,638$45.5 萬<0.1%−177−1.3%減碼–
CPRTCopart IncCOM4,199$45.6 萬<0.1%+30+0.7%加碼歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER14,877$46.2 萬<0.1%−91−0.6%減碼–
iShares Tr464287754US INDUSTRIALS5,346$47.1 萬<0.1%−145−2.6%減碼–
TSNTyson Foods, Inc.Stock5,490$47.2 萬<0.1%+641+13.2%加碼歷史
BZHBeazer Homes USA IncCOM NEW39,080$47.2 萬<0.1%+11,000+39.2%加碼歷史
First Tr Exchange-Traded FD33733B100WTR ETF6,588$47.4 萬<0.1%+1,629+32.8%加碼–
Fidelity MSCI Health Care Index ETF316092600ETF7,860$47.7 萬<0.1%−5,997−43.3%減碼–
J P Morgan Exchange Traded F46641Q324INTERNL GWT9,239$47.7 萬<0.1%+2,342+34.0%加碼–
Goldman Sachs ETF Tr381430396JUST US LRG CP8,938$48.2 萬<0.1%+8,938新進–
GDGeneral Dynamics CorpStock2,183$48.3 萬<0.1%+316+16.9%加碼歷史
FLRFluor CorpStock20,140$49.0 萬<0.1%+164+0.8%加碼歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL9,665$49.0 萬<0.1%+2,888+42.6%加碼–
MTWManitowoc Co IncCOM NEW46,740$49.2 萬<0.1%+26,000+125.4%加碼歷史
CAHCardinal Health IncStock9,508$49.7 萬<0.1%+1,421+17.6%加碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF12,165$49.8 萬<0.1%+349+3.0%加碼–
CINFCincinnati Financial CorpCOM4,184$49.8 萬<0.1%+2,294+121.4%加碼歷史
BAXBaxter International IncStock7,780$50.0 萬<0.1%−167−2.1%減碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF9,726$50.0 萬<0.1%−1,291−11.7%減碼–
FISVFiserv IncStock5,626$50.1 萬<0.1%+1,077+23.7%加碼歷史
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM21,520$50.1 萬<0.1%+21,520新進–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT39,932$50.2 萬<0.1%+17,414+77.3%加碼歷史
DOVDOVER CorpCOM4,142$50.3 萬<0.1%+105+2.6%加碼歷史
ZTSZoetis Inc.Stock2,950$50.7 萬<0.1%−184−5.9%減碼歷史
iShares Tr464287788U.S. FINLS ETF7,250$50.7 萬<0.1%−5,013−40.9%減碼–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF15,691$50.8 萬<0.1%+15,691新進–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,658$51.0 萬<0.1%−2,061−55.4%減碼歷史
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI29,930$51.2 萬<0.1%00.0%不變–
American Centy ETF Tr025072505DIVERSIFIED MU10,266$51.2 萬<0.1%−81−0.8%減碼–
VanEck ETF Trust92189F387SHRT HGH YLD MUN22,887$51.4 萬<0.1%00.0%不變–
MATXMatson, Inc.COM7,057$51.4 萬<0.1%00.0%不變歷史
MRVLMarvell Technology, Inc.COM11,857$51.6 萬<0.1%+1,157+10.8%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock38,622$51.8 萬<0.1%+38,622新進歷史
First Tr Exchange-Traded Alp33735J101COM SHS8,338$51.8 萬<0.1%−167−2.0%減碼–

選擇權（25 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 2022 年第 2 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock$6.40 萬$170.3 萬
SPYSPDR S&P 500 ETF TrustETF$8.00 萬$2,000
NVDANVIDIA CorpStock$5.30 萬–
AAPLApple Inc.Stock$3.90 萬$0
BLKBlackRock, Inc.COM$3.50 萬–
Invesco QQQ Trust Series I46090E103ETF$3.40 萬–
BXBlackstone Inc.COM$2.60 萬–
State Street SPDR S&P Biotech ETF78464A870ETF–$2.20 萬
PYPLPayPal Holdings, Inc.Stock–$1.90 萬
BABAAlibaba Group Holding LtdADR–$1.50 萬
MSFTMicrosoft CorpStock$1.10 萬$0
HSYHershey CoCOM$1.10 萬–
ADMArcher-Daniels-Midland CoStock$1.00 萬–
CCitigroup IncStock$7,000–
XOMExxonMobil Holdings CorpCOM–$5,000
NFLXNetflix IncStock$3,000–
VanEck Semiconductor ETF92189F676ETF$3,000–
METAMeta Platforms, Inc.Stock$3,000–
TAT&T Inc.Stock$3,000–
State Street Energy Select Sector SPDR ETF81369Y506ETF–$2,000
GEGeneral Electric CoStock–$2,000
BABoeing CoStock–$1,000
State Street Financial Select Sector SPDR ETF81369Y605ETF$1,000–
TWLOTwilio IncCL A$1,000–
CCLCarnival Corp Ltd.UNIT 99/99/9999–$1,000

2022 年第 1 季之後清倉（90 檔）

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
Virtus ETF Tr II92790A504VIRTUS US QLTY122,804$368.9 萬0.2%–
iShares Tr464287739U.S. REAL ES ETF20,607$223.0 萬0.1%–
iShares Inc464286707MSCI FRANCE ETF48,835$172.5 萬0.1%–
iShares Tr464288695GLOBAL MATER ETF13,602$127.8 萬0.1%–
MGPMGM Growth Properties LLCCL A COM32,880$127.2 萬0.1%歷史
Flexshares Tr33939L308MSTAR EMKT FAC19,433$108.3 萬0.1%–
Dimensional ETF Trust25434V104US CORE EQT MKT28,493$89.8 萬0.1%–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH11,758$84.2 萬<0.1%–
GAPGap IncCOM58,519$82.4 萬<0.1%歷史
RYZRyerson Holding CorpCOM22,150$77.6 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI34,083$75.2 萬<0.1%–
DLTRDollar Tree, Inc.COM4,435$71.0 萬<0.1%歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE13,714$64.3 萬<0.1%–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT15,193$57.5 萬<0.1%–
MOSMosaic CoCOM8,306$55.2 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F763FT VEST US EQT14,389$55.0 萬<0.1%–
DKNGDraftKings Inc.COM CL A28,052$54.6 萬<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES10,943$50.2 萬<0.1%–
Fidelity MSCI Materials Index ETF316092881ETF9,821$48.8 萬<0.1%–
CERNCERNER CorpCOM4,345$40.7 萬<0.1%歷史
REGIRenewable Energy Group, Inc.COM NEW6,000$36.4 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F599FT VEST US EQT10,600$35.9 萬<0.1%–
Davis Fundamental ETF Tr23908L405SELCT INTL ETF20,251$35.7 萬<0.1%–
MDBMongoDB, Inc.CL A756$33.5 萬<0.1%歷史
CHGGChegg, IncCOM9,190$33.3 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F623FT VEST US EQT9,391$32.8 萬<0.1%–
iShares Semiconductor ETF464287523ETF674$31.9 萬<0.1%–
KRKroger CoStock5,295$30.4 萬<0.1%歷史
CTRACoterra Energy Inc.Stock11,253$30.3 萬<0.1%歷史
PTVEPactiv Evergreen Inc.COM29,805$30.0 萬<0.1%歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT5,003$27.8 萬<0.1%–
TTDTrade Desk, Inc.Stock3,978$27.5 萬<0.1%歷史
GNRCGenerac Holdings Inc.Stock895$26.6 萬<0.1%歷史
WNCWabash National CorpCOM17,760$26.4 萬<0.1%歷史
BHPBHP Group LtdADR3,411$26.3 萬<0.1%歷史
HALHalliburton CoStock6,873$26.0 萬<0.1%歷史
APTSPreferred Apartment Communities IncCOM10,353$25.8 萬<0.1%歷史
MARMarriott International IncStock1,450$25.5 萬<0.1%歷史
PINSPinterest, Inc.CL A10,316$25.4 萬<0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW7,454$25.1 萬<0.1%–
DJCODaily Journal CorpCOM797$24.9 萬<0.1%歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF7,253$24.8 萬<0.1%–
ESSEssex Property Trust, Inc.COM719$24.8 萬<0.1%歷史
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH9,803$24.6 萬<0.1%–
ISRGIntuitive Surgical IncCOM NEW812$24.5 萬<0.1%歷史
NIONIO Inc.ADR11,525$24.3 萬<0.1%歷史
GWREGuidewire Software, Inc.COM2,560$24.2 萬<0.1%歷史
Osi ETF Tr67110P407OSHARES US QUALT5,354$23.5 萬<0.1%–
ETSYEtsy IncCOM1,885$23.4 萬<0.1%歷史
ASMLASML Holding NVADR347$23.2 萬<0.1%歷史
AFLAflac IncStock3,554$22.9 萬<0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,091$22.7 萬<0.1%–
CPRICapri Holdings LtdSHS4,408$22.7 萬<0.1%歷史
EQNREquinor ASASPONSORED ADR6,016$22.6 萬<0.1%歷史
MCHPMicrochip Technology IncStock2,989$22.5 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM3,025$22.5 萬<0.1%歷史
PRFTPerficient IncCOM2,030$22.3 萬<0.1%歷史
CSXCSX CorpStock5,924$22.2 萬<0.1%歷史
Nuveen Enhanced Mun Value FD67074M101COM16,918$22.0 萬<0.1%–
ENVAEnova International, Inc.COM5,761$21.9 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F649FT VEST NAS9,805$21.8 萬<0.1%–
DODiamond Offshore Drilling, Inc.COM30,608$21.8 萬<0.1%歷史
JKHYJack Henry & Associates IncStock1,103$21.7 萬<0.1%歷史
MODModine Manufacturing CoCOM23,934$21.6 萬<0.1%歷史
JJacobs Solutions Inc.COM1,533$21.1 萬<0.1%歷史
LRCXLam Research CorpCOM391$21.0 萬<0.1%歷史
Two Harbors Investment Corp.90187B408COM NEW37,902$21.0 萬<0.1%–
CMGChipotle Mexican Grill IncCOM132$20.9 萬<0.1%歷史
HUNHuntsman CORPCOM5,566$20.9 萬<0.1%歷史
PIMCO ETF Tr72201R30415+ YR US TIPS2,518$20.8 萬<0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF4,001$20.8 萬<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH5,493$20.7 萬<0.1%–
HEIHeico CorpCOM1,349$20.7 萬<0.1%歷史
PNWPinnacle West Capital CorpCOM2,622$20.5 萬<0.1%歷史
MEDMedifast IncCOM1,202$20.5 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF415$20.4 萬<0.1%歷史
RIVNRivian Automotive, Inc.Stock4,016$20.2 萬<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,186$20.2 萬<0.1%歷史
iShares Tr46434V456MSCI INTL QUALTY5,482$20.2 萬<0.1%–
EQIXEquinix IncCOM273$20.2 萬<0.1%歷史
AONAon plcCL A618$20.1 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM604$20.1 萬<0.1%歷史
CUBECubeSmartREIT3,846$20.0 萬<0.1%歷史
Petrochina Co Ltd71646E100SPONSORED ADR3,964$20.0 萬<0.1%–
Global X FDS37950E333GLBX SUPRINC ETF16,724$18.6 萬<0.1%–
MNManning & Napier, Inc.CL A13,658$12.4 萬<0.1%歷史
NMINuveen Municipal Income Fund IncCOM10,487$10.5 萬<0.1%歷史
Bitfarms Ltd Com09173B107Stock23,500$8.80 萬<0.1%–
GNWGenworth Financial IncCOM SHS10,233$3.90 萬<0.1%歷史
NBEVNewAge, Inc.COM13,800$8,000<0.1%歷史