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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
DOCUDocuSign, Inc.Stock13,009$74.6 萬<0.1%+265+2.1%加碼歷史
MTArcelorMittalNY REGISTRY SH33,010$74.6 萬<0.1%+33,010新進歷史
WUWestern Union COStock45,390$74.8 萬<0.1%+2,339+5.4%加碼歷史
TPLTexas Pacific Land CorpStock507$75.5 萬0.1%+21+4.3%加碼歷史
AVTAvnet IncCOM17,600$75.5 萬0.1%+1,600+10.0%加碼歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN18,160$75.5 萬0.1%−342−1.8%減碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE24,118$76.2 萬0.1%+24,118新進–
GEGeneral Electric CoStock11,999$76.4 萬0.1%−1,299−9.8%減碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM30,278$76.6 萬0.1%−496−1.6%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF5,171$77.5 萬0.1%−12,725−71.1%減碼–
LNGCheniere Energy, Inc.COM NEW5,826$77.5 萬0.1%+48+0.8%加碼歷史
ELVElevance Health, Inc.Stock1,610$77.7 萬0.1%+64+4.1%加碼歷史
iShares Tr464288273EAFE SML CP ETF14,226$77.7 萬0.1%−2,118−13.0%減碼–
AAgilent Technologies, Inc.COM6,549$77.8 萬0.1%−375−5.4%減碼歷史
Vanguard Real Estate ETF922908553ETF8,572$78.1 萬0.1%−5,266−38.1%減碼–
Nextera Energy Inc65339F739UNIT 99/99/999915,939$78.3 萬0.1%+10.0%加碼–
WBAWalgreens Boots Alliance, Inc.COM20,727$78.6 萬0.1%+4,111+24.7%加碼歷史
iShares Tr46435G342MORTGE REL ETF29,425$78.7 萬0.1%−1,125−3.7%減碼–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND10,249$79.0 萬0.1%+984+10.6%加碼–
iShares Tr464288257MSCI ACWI ETF9,428$79.1 萬0.1%−440−4.5%減碼–
VanEck ETF Trust92189F437FALLEN ANGEL HG29,322$79.2 萬0.1%+417+1.4%加碼–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH5,841$79.2 萬0.1%−336−5.4%減碼–
TMOThermo Fisher Scientific Inc.Stock1,460$79.3 萬0.1%+19+1.3%加碼歷史
DEODiageo PLCSPON ADR NEW4,594$80.0 萬0.1%−106−2.3%減碼歷史
GDENNew Royal Holdco I Inc.COM20,259$80.1 萬0.1%+20,259新進歷史
ADMArcher-Daniels-Midland CoStock10,333$80.2 萬0.1%−1,934−15.8%減碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF8,335$80.2 萬0.1%−23,951−74.2%減碼–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM96,957$80.6 萬0.1%+2,236+2.4%加碼歷史
NOWServiceNow, Inc.Stock1,707$81.2 萬0.1%−120−6.6%減碼歷史
PANWPalo Alto Networks IncStock1,649$81.5 萬0.1%+126+8.3%加碼歷史
BPBP PLCADR29,007$82.2 萬0.1%+5,995+26.1%加碼歷史
GSBCGreat Southern Bancorp, Inc.COM14,050$82.3 萬0.1%+38+0.3%加碼歷史
WFCWells Fargo & CompanyStock21,372$83.7 萬0.1%+4,613+27.5%加碼歷史
FFINFirst Financial Bankshares IncCOM21,305$83.7 萬0.1%+200+0.9%加碼歷史
iShares Tr464288802ESG OPTIMIZED10,411$84.0 萬0.1%−456−4.2%減碼–
iShares Tr464289859CORE 80 20 ETF14,041$84.1 萬0.1%−1,057−7.0%減碼–
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS38,794$84.7 萬0.1%+7,148+22.6%加碼歷史
DBIDesigner Brands Inc.CL A65,250$85.2 萬0.1%00.0%不變歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF20,540$85.5 萬0.1%−2,798−12.0%減碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX12,507$85.5 萬0.1%−1,778−12.4%減碼–
LBRTLiberty Energy Inc.COM CL A67,030$85.5 萬0.1%−13,870−17.1%減碼歷史
CFCF Industries Holdings, Inc.COM9,984$85.6 萬0.1%+3,515+54.3%加碼歷史
AXPAmerican Express CoStock6,181$85.7 萬0.1%−1,138−15.5%減碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF17,930$86.1 萬0.1%−251−1.4%減碼–
State Street SPDR NYSE Technology ETF78464A102ETF8,377$86.3 萬0.1%−33−0.4%減碼–
NUENucor CorpCOM8,269$86.3 萬0.1%+235+2.9%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF21,788$87.0 萬0.1%−880−3.9%減碼–
CHICalamos Convertible Opportunities & Income FundSH BEN INT81,138$87.0 萬0.1%+11,079+15.8%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF6,740$87.3 萬0.1%−17,446−72.1%減碼–
LUVSouthwest Airlines CoCOM24,243$87.6 萬0.1%+344+1.4%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF17,795$88.9 萬0.1%−3,172−15.1%減碼–
iShares Tr46434V878ULTRA SHORT DUR17,860$89.4 萬0.1%−3,945−18.1%減碼–
PXDPioneer Natural Resources CoCOM4,012$89.5 萬0.1%+1,430+55.4%加碼歷史
ORANYOrangeSPONSORED ADR76,479$90.0 萬0.1%+11,001+16.8%加碼歷史
AMPAmeriprise Financial IncCOM3,799$90.3 萬0.1%−2−0.1%減碼歷史
iShares Tr464287812US CONSM STAPLES4,630$90.3 萬0.1%−106−2.2%減碼–
Dimensional U.S. Targeted Value ETF25434V609ETF22,519$90.6 萬0.1%+105+0.5%加碼–
iShares Tr464287846DOW JONES US ETF9,822$90.7 萬0.1%−328−3.2%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF18,552$91.0 萬0.1%+1,550+9.1%加碼–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF17,529$91.5 萬0.1%−1,712−8.9%減碼–
BKNGBooking Holdings Inc.Stock525$91.8 萬0.1%+4+0.8%加碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF26,400$91.8 萬0.1%−26,586−50.2%減碼–
iShares Tr464289867CORE 60 BALA ETF19,271$92.5 萬0.1%+3,817+24.7%加碼–
SYYSysco CorpStock10,934$92.6 萬0.1%−404−3.6%減碼歷史
EMNEastman Chemical CoStock10,323$92.7 萬0.1%−132−1.3%減碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT46,214$92.8 萬0.1%+18,635+67.6%加碼–
iShares Tr4642886613 7 YR TREAS BD7,847$93.6 萬0.1%−739−8.6%減碼–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF60,928$94.4 萬0.1%−2,430−3.8%減碼–
Vanguard Utilities ETF92204A876ETF6,220$94.8 萬0.1%−200−3.1%減碼–
NVSNovartis AGADR11,241$95.0 萬0.1%−183−1.6%減碼歷史
First Tr Exchng Traded FD VI33740F839FT VEST US EQT29,428$95.3 萬0.1%−2,852−8.8%減碼–
SABASaba Capital Income & Opportunities Fund IICOM216,180$95.3 萬0.1%+32,910+18.0%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF4,384$95.4 萬0.1%+240+5.8%加碼–
MTORMeritor, Inc.COM26,402$95.9 萬0.1%+20.0%加碼歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50019,539$96.0 萬0.1%+765+4.1%加碼–
Global X FDS37954Y483NASDAQ 100 COVER55,058$96.2 萬0.1%+34,825+172.1%加碼–
LYBLyondellBasell Industries N.V.SHS - A -11,033$96.5 萬0.1%+111+1.0%加碼歷史
VRTXVertex Pharmaceuticals IncStock3,427$96.6 萬0.1%−4−0.1%減碼歷史
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF49,697$97.1 萬0.1%+17,020+52.1%加碼–
SPDR Index Shs FDS78463X848ST STR ACWI ETF40,859$97.2 萬0.1%+2,633+6.9%加碼–
IRTIndependence Realty Trust, Inc.COM46,914$97.3 萬0.1%+17,424+59.1%加碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED34,264$98.3 萬0.1%−36,266−51.4%減碼–
TFCTruist Financial CorpCOM20,799$98.6 萬0.1%−1,082−4.9%減碼歷史
SLViShares Silver TrustETF53,419$99.6 萬0.1%−692−1.3%減碼歷史
ProShares Tr74347B607INVT INT RT HG14,455$99.9 萬0.1%−8,521−37.1%減碼–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT6,775$100.0 萬0.1%−20,716−75.4%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF18,436$100.1 萬0.1%−1,511−7.6%減碼–
SYKStryker CorpStock5,039$100.2 萬0.1%−163−3.1%減碼歷史
CICigna GroupStock3,805$100.3 萬0.1%−93−2.4%減碼歷史
NKENIKE, Inc.Stock9,872$100.9 萬0.1%+41+0.4%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF12,706$101.7 萬0.1%−7,304−36.5%減碼–
DLRDigital Realty Trust, Inc.COM7,864$102.1 萬0.1%+887+12.7%加碼歷史
iShares Tr46435G474FALN ANGLS USD41,751$102.8 萬0.1%+1,939+4.9%加碼–
iShares Tr464288588MBS ETF10,628$103.6 萬0.1%−4,822−31.2%減碼–
Vanguard Information Technology ETF92204A702ETF3,194$104.3 萬0.1%+946+42.1%加碼–
DXCDXC Technology CoStock34,432$104.4 萬0.1%−232−0.7%減碼歷史
DINOHF Sinclair CorpCOM23,135$104.5 萬0.1%−2,895−11.1%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF5,316$104.7 萬0.1%−100−1.8%減碼–
DEDeere & CoStock3,500$104.8 萬0.1%+360+11.5%加碼歷史
iShares S&P 100 ETF464287101ETF6,139$105.9 萬0.1%+265+4.5%加碼–

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