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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 4 季持倉

持倉截至 2022/12/31，2023/1/12 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
914
較 2022 年第 3 季 +47
總值
$22.3 億
較 2022 年第 3 季 +$3.23 億 (+16.9%)
申報日
2023/1/12
SEC
Mutual Advisors, LLC 在 2022 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
American Centy ETF Tr025072604AVANTIS EMGMKT6,498$32.8 萬<0.1%−46−0.7%減碼–
Vanguard World FD921910733ESG US STK ETF5,010$33.0 萬<0.1%−3,278−39.6%減碼–
Flexshares Tr33939L803M STAR DEV MKT5,486$33.1 萬<0.1%+5,486新進–
PNWPinnacle West Capital CorpCOM4,370$33.2 萬<0.1%+1,099+33.6%加碼歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS14,488$33.3 萬<0.1%+50+0.3%加碼歷史
TCW ETF Trust29287L205TRANS SYSTE ETF7,053$33.4 萬<0.1%+7,053新進–
First Tr Exchange Traded FD33741X102SMID RISNG ETF12,855$33.5 萬<0.1%+1,242+10.7%加碼–
Harbor ETF Trust41151J505COMM ALL WEA ETF15,211$33.5 萬<0.1%+1,315+9.5%加碼–
iShares Tr464287796U.S. ENERGY ETF7,278$33.8 萬<0.1%−2,894−28.5%減碼–
ProShares Tr74347R131SHRT HGH YIELD18,000$34.2 萬<0.1%+1,700+10.4%加碼–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF14,063$34.2 萬<0.1%00.0%不變–
RPMRPM International IncCOM3,521$34.3 萬<0.1%+55+1.6%加碼歷史
Dimensional ETF Trust25434V799INTL CORE EQUITY15,458$34.5 萬<0.1%+1,201+8.4%加碼–
Investment Managers Ser Tr I46144X586AXS GREEN ALPHA11,859$34.7 萬<0.1%−1,839−13.4%減碼–
TTETotalEnergies SESPONSORED ADS5,607$34.8 萬<0.1%+5,607新進歷史
KDKyndryl Holdings, Inc.Stock31,366$34.9 萬<0.1%+31,366新進歷史
iShares Inc464286525MSCI GBL MIN VOL3,690$35.1 萬<0.1%−174−4.5%減碼–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT10,162$35.2 萬<0.1%−3,620−26.3%減碼–
MPCMarathon Petroleum CorpStock3,039$35.4 萬<0.1%+182+6.4%加碼歷史
CNCCentene CorpStock4,342$35.6 萬<0.1%+184+4.4%加碼歷史
ADIAnalog Devices IncStock2,188$35.9 萬<0.1%+47+2.2%加碼歷史
ZIONZions Bancorporation, National AssociationCOM7,307$35.9 萬<0.1%−1,629−18.2%減碼歷史
Exchange Listed FDS Tr30151E699CABANA TARGET 1317,060$36.0 萬<0.1%−2,492−12.7%減碼–
Exchange Listed FDS Tr30151E723CABANA TARGET 716,958$36.1 萬<0.1%−1,991−10.5%減碼–
SJMJ M SMUCKER CoStock2,293$36.3 萬<0.1%−1,391−37.8%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,817$36.4 萬<0.1%−1,870−50.7%減碼–
FCXFreeport-McMoran IncStock9,653$36.7 萬<0.1%+1,178+13.9%加碼歷史
HBANHuntington Bancshares IncCOM26,107$36.8 萬<0.1%+359+1.4%加碼歷史
EXCExelon CorpStock8,521$36.8 萬<0.1%+355+4.3%加碼歷史
iShares Tr46435G102CONV BD ETF5,306$36.9 萬<0.1%−2,428−31.4%減碼–
iShares Tr464288281JPMORGAN USD EMG4,360$36.9 萬<0.1%+1,568+56.2%加碼–
SPDR Series Trust78468R721STATE STREET SPD8,101$37.0 萬<0.1%+3,451+74.2%加碼–
PANWPalo Alto Networks IncStock2,655$37.0 萬<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG12,437$37.2 萬<0.1%−1,009−7.5%減碼–
TDOCTeladoc Health, Inc.COM15,727$37.2 萬<0.1%−92−0.6%減碼歷史
AFLAflac IncStock5,172$37.2 萬<0.1%−215−4.0%減碼歷史
SCCOSouthern Copper CorpStock6,170$37.3 萬<0.1%−337−5.2%減碼歷史
CMCanadian Imperial Bank of CommerceCOM9,212$37.3 萬<0.1%−390−4.1%減碼歷史
STZConstellation Brands, Inc.Stock1,608$37.3 萬<0.1%+136+9.2%加碼歷史
SPDR Series Trust78468R200ST STR RATE ETF12,276$37.3 萬<0.1%+175+1.4%加碼–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE29,764$37.8 萬<0.1%+1,093+3.8%加碼–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP7,532$37.8 萬<0.1%+284+3.9%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR6,319$37.9 萬<0.1%+742+13.3%加碼歷史
SPGIS&P Global Inc.Stock1,133$38.0 萬<0.1%+49+4.5%加碼歷史
BAXBaxter International IncStock7,491$38.2 萬<0.1%−1,376−15.5%減碼歷史
JRSNuveen Real Estate Income FundCOM50,667$38.3 萬<0.1%+2,248+4.6%加碼歷史
CMICummins IncStock1,582$38.3 萬<0.1%−445−22.0%減碼歷史
HUMHumana IncStock749$38.4 萬<0.1%+19+2.6%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF12,770$38.4 萬<0.1%−653−4.9%減碼–
STWDStarwood Property Trust, Inc.COM20,971$38.4 萬<0.1%+1,710+8.9%加碼歷史
PGRProgressive CorpStock2,968$38.5 萬<0.1%+28+1.0%加碼歷史
VIXMProShares Trust IIVIX MDTRM FUTR N12,732$38.7 萬<0.1%+3,700+41.0%加碼歷史
SPDR Series Trust78468R523ST STR BL 12 ETF3,894$38.7 萬<0.1%+3,894新進–
METMetlife IncStock5,343$38.7 萬<0.1%+431+8.8%加碼歷史
PBAPembina Pipeline CorpCOM11,414$38.8 萬<0.1%00.0%不變歷史
VTRVentas, Inc.REIT8,614$38.8 萬<0.1%−117−1.3%減碼歷史
iShares Tr464288307MRGSTR MD CP GRW7,234$39.0 萬<0.1%+619+9.4%加碼–
PRKPark National CorpCOM2,788$39.2 萬<0.1%−9−0.3%減碼歷史
CARAvis Budget Group, Inc.COM2,400$39.3 萬<0.1%00.0%不變歷史
Davis Fundamental ETF Tr23908L405SELCT INTL ETF22,327$39.5 萬<0.1%+22,327新進–
iShares Tr464288570ESG MSCI KLD ETF5,540$39.8 萬<0.1%−1,361−19.7%減碼–
SPGSimon Property Group Inc.REIT3,386$39.8 萬<0.1%+342+11.2%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF8,516$39.8 萬<0.1%+872+11.4%加碼–
American Centy ETF Tr025072505DIVERSIFIED MU8,144$39.8 萬<0.1%+1,534+23.2%加碼–
CAHCardinal Health IncStock5,223$40.2 萬<0.1%−5,394−50.8%減碼歷史
ORLYO Reilly Automotive IncStock480$40.5 萬<0.1%+77+19.1%加碼歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF8,300$40.6 萬<0.1%+73+0.9%加碼–
Invesco Exch Traded FD Tr II46138E511PFD ETF36,384$40.7 萬<0.1%+4,674+14.7%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF5,962$40.7 萬<0.1%−377−5.9%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL6,387$40.8 萬<0.1%+8+0.1%加碼–
JBLUJetBlue Airways CorpCOM63,048$40.9 萬<0.1%−527−0.8%減碼歷史
Vanguard World FD921910816MEGA GRWTH IND2,395$41.2 萬<0.1%−140−5.5%減碼–
ACMAecomCOM4,873$41.4 萬<0.1%−38−0.8%減碼歷史
KKRKKR & Co. Inc.COM8,917$41.4 萬<0.1%−49−0.5%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF4,384$41.4 萬<0.1%+271+6.6%加碼–
iShares Tr46435U473BB RAT CORP BD9,342$41.5 萬<0.1%+9,342新進–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF14,742$41.6 萬<0.1%−1,964−11.8%減碼–
iShares Inc46434G863ESG AWR MSCI EM13,905$41.8 萬<0.1%−17,763−56.1%減碼–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN5,334$41.8 萬<0.1%+280+5.5%加碼–
Goldman Sachs ETF Tr381430396JUST US LRG CP7,603$42.0 萬<0.1%−2,474−24.6%減碼–
First Tr Exchng Traded FD VI33740F631FT VEST US13,910$42.3 萬<0.1%00.0%不變–
PNCPNC Financial Services Group, Inc.Stock2,703$42.7 萬<0.1%−242−8.2%減碼歷史
MRVLMarvell Technology, Inc.COM11,579$42.9 萬<0.1%−966−7.7%減碼歷史
TSNTyson Foods, Inc.Stock6,951$43.3 萬<0.1%+392+6.0%加碼歷史
USALiberty All Star Equity FundSH BEN INT76,150$43.4 萬<0.1%−20,792−21.4%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM1,545$43.8 萬<0.1%+34+2.3%加碼歷史
XYZBlock, Inc.CL A7,011$44.1 萬<0.1%−385−5.2%減碼歷史
ZTSZoetis Inc.Stock3,032$44.4 萬<0.1%+270+9.8%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock46,926$44.5 萬<0.1%+8,952+23.6%加碼歷史
First Tr Exchange-Traded FD33734X184UTILITIES ALPH13,516$44.9 萬<0.1%+13,516新進–
Cambria ETF Tr132061201SHSHLD YIELD ETF7,592$45.0 萬<0.1%−5−0.1%減碼–
OMCOmnicom Group Inc.COM5,527$45.1 萬<0.1%−2,632−32.3%減碼歷史
SHWSherwin Williams CoCOM1,904$45.2 萬<0.1%+189+11.0%加碼歷史
VMWVmware LLCCL A COM3,699$45.4 萬<0.1%−10−0.3%減碼歷史
DDDuPont de Nemours, Inc.COM6,622$45.4 萬<0.1%−5,085−43.4%減碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF18,140$45.6 萬<0.1%+1,529+9.2%加碼–
ETNEaton Corp plcStock2,916$45.8 萬<0.1%+383+15.1%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT23,058$46.0 萬<0.1%+10,856+89.0%加碼–
DPZDominos Pizza IncCOM1,327$46.0 萬<0.1%+139+11.7%加碼歷史
Goldman Sachs ETF Tr381430602ACTIVEBETA US8,420$46.0 萬<0.1%+1,768+26.6%加碼–

選擇權（2 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 4 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock–$24.6 萬
SPYSPDR S&P 500 ETF TrustETF$15.2 萬–

2022 年第 3 季之後清倉（76 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
iShares Tr46435G334MSCI UK ETF NEW54,516$142.9 萬0.1%–
TAGSTeucrium Commodity TrustAGRICULTURE FD41,567$129.2 萬0.1%歷史
ProShares Tr74347R107PSHS ULT S&P 50029,167$115.9 萬0.1%–
Principal Exchange Traded FD74255Y607PRIN U S SMALL21,958$80.8 萬<0.1%–
DBX ETF Tr233051630XTRACK MSCI EAFE43,213$78.6 萬<0.1%–
BRGBluerock Residential Growth REIT, Inc.COM CL A27,907$74.7 萬<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE37,292$67.4 萬<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF10,246$58.9 萬<0.1%–
DREDuke Realty CorpCOM NEW11,665$56.2 萬<0.1%歷史
Virtus ETF Tr II92790A504VIRTUS US QLTY22,634$55.6 萬<0.1%–
First Tr Exchange Traded FD33734X812INDXX GLOBAL AGR20,497$54.6 萬<0.1%–
TWTRTwitter, Inc.COM11,680$51.2 萬<0.1%歷史
Global X FDS37954Y376RATE PREFERRED20,977$49.3 萬<0.1%–
Global X FDS37954Y475S&P 500 COVERED12,189$46.5 萬<0.1%–
Fidelity MSCI Utilities Index ETF316092865ETF10,922$46.1 萬<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF6,266$45.0 萬<0.1%–
WECWec Energy Group, Inc.Stock4,556$40.7 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF4,356$40.4 萬<0.1%–
COINCoinbase Global, Inc.COM CL A6,159$39.7 萬<0.1%歷史
Direxion Shs ETF Tr25460G773WORK FROM HOME9,340$39.6 萬<0.1%–
BZHBeazer Homes USA IncCOM NEW39,080$37.8 萬<0.1%歷史
SYNASYNAPTICS IncStock3,750$37.1 萬<0.1%歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT32,027$36.4 萬<0.1%歷史
Vanguard Scottsdale FDS92206C813LG-TERM COR BD4,866$35.6 萬<0.1%–
VIXYProShares Trust IIVIX SH TRM FUTRS20,404$34.9 萬<0.1%歷史
SPDR Series Trust78464A607ST STR DOW REIT3,882$32.7 萬<0.1%–
ZMZoom Communications, Inc.Stock4,277$31.5 萬<0.1%歷史
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN6,507$31.3 萬<0.1%–
ROKURoku, IncCOM CL A5,164$29.1 萬<0.1%歷史
MUMicron Technology IncStock5,650$28.3 萬<0.1%歷史
LYVLive Nation Entertainment, Inc.COM3,575$27.2 萬<0.1%歷史
PFGPrincipal Financial Group IncCOM3,739$27.0 萬<0.1%歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF7,797$26.6 萬<0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF3,904$25.8 萬<0.1%–
iShares Tr464287333GLOBAL FINLS ETF4,162$25.5 萬<0.1%–
FLGTFulgent Genetics, Inc.COM6,700$25.5 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F722FT VEST US EQT7,477$25.4 萬<0.1%–
FISFidelity National Information Services, Inc.Stock3,348$25.3 萬<0.1%歷史
CEGConstellation Energy CorpStock2,897$24.1 萬<0.1%歷史
MCHPMicrochip Technology IncStock3,921$23.9 萬<0.1%歷史
FBINFortune Brands Innovations, Inc.COM4,453$23.9 萬<0.1%歷史
DBX ETF Tr233051267XTRACKERS LOW5,376$23.3 萬<0.1%–
Innovator ETFs Trust45782C318US EQTY PWR BUF8,533$22.9 萬<0.1%–
EQIXEquinix IncCOM395$22.5 萬<0.1%歷史
MTBM&T Bank CorpCOM1,272$22.4 萬<0.1%歷史
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF3,966$22.1 萬<0.1%–
NTRNutrien Ltd.COM2,640$22.0 萬<0.1%歷史
ESSEssex Property Trust, Inc.COM901$21.8 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F763FT VEST US EQT6,479$21.6 萬<0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS3,646$21.3 萬<0.1%–
TWLOTwilio IncCL A3,074$21.3 萬<0.1%歷史
SHELShell plcADR4,243$21.1 萬<0.1%歷史
Vanguard Consumer Discretionary ETF92204A108ETF891$20.9 萬<0.1%–
KMXCarMax IncCOM3,113$20.6 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF4,592$20.4 萬<0.1%–
WELLWelltower Inc.REIT3,139$20.2 萬<0.1%歷史
AONAon plcCL A753$20.2 萬<0.1%歷史
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.COM13,740$20.1 萬<0.1%歷史
TTDTrade Desk, Inc.Stock3,354$20.0 萬<0.1%歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR13,813$17.0 萬<0.1%歷史
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF15,422$16.6 萬<0.1%歷史
NIONIO Inc.ADR10,064$15.9 萬<0.1%歷史
IQIInvesco Quality Municipal Income TrustCOM17,181$15.7 萬<0.1%歷史
ECEcopetrol S.A.SPONSORED ADS13,213$11.8 萬<0.1%歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK10,776$11.6 萬<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW10,712$11.4 萬<0.1%歷史
Transglobe Energy Corp893662106COM35,200$9.40 萬<0.1%–
DSXDiana Shipping Inc.COM24,895$9.00 萬<0.1%歷史
Advisorshares Tr00768Y495PURE CANNABIS19,368$8.20 萬<0.1%–
SIDNational Steel CoSPONSORED ADR29,835$7.10 萬<0.1%歷史
TELLTellurian Inc.COM29,210$7.00 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF12,215$6.70 萬<0.1%–
NWGNatWest Group plcSPONS ADR10,536$5.30 萬<0.1%歷史
SANBanco Santander, S.A.ADR14,963$3.50 萬<0.1%歷史
APWCAsia Pacific Wire & Cable Corp LtdORD11,013$1.70 萬<0.1%歷史
FIRYFiry Inc.COM11,925$1.20 萬<0.1%歷史