Mutual Advisors, LLC

SEC CIK: 0001694080
最新申報: 2026/8/14

SEC 申報列表（在新分頁開啟）

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。

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
RIORio Tinto PLC	ADR	6,460	$46.0 萬	<0.1%	+1,261+24.3%	加碼	歷史
MCKMcKesson Corp	Stock	1,227	$46.0 萬	<0.1%	+177+16.9%	加碼	歷史
Innovator ETFs Trust45782C813	US EQTY PWR BUF	15,402	$46.5 萬	<0.1%	+156+1.0%	加碼	–
Pacer US Cash Cows 100 ETF69374H881	ETF	10,055	$46.5 萬	<0.1%	+10,055	新進	–
MATXMatson, Inc.	COM	7,477	$46.7 萬	<0.1%	+320+4.5%	加碼	歷史
American Centy ETF Tr025072695	CORE MUNI FXD IN	10,242	$46.8 萬	<0.1%	00.0%	不變	–
Invesco Exch Traded FD Tr II46138G508	SR LN ETF	22,851	$46.9 萬	<0.1%	−2,376−9.4%	減碼	–
First Tr Exchange-Traded FD33738D408	FIRST TR TA HIYL	12,175	$47.4 萬	<0.1%	−1,676−12.1%	減碼	–
Vanguard Real Estate ETF922908553	ETF	5,748	$47.4 萬	<0.1%	−1,834−24.2%	減碼	–
First Tr Exchange-Traded Alp33735J101	COM SHS	7,207	$47.4 萬	<0.1%	−1,176−14.0%	減碼	–
Vanguard Scottsdale FDS92206C573	TOTAL CORP BND	6,396	$47.5 萬	<0.1%	−74−1.1%	減碼	–
Lattice Strategies Tr518416102	HARTFORD MLT ETF	19,171	$47.5 萬	<0.1%	+19,171	新進	–
SPDR Index Shs FDS78463X541	ST STR NAT ETF	8,358	$47.7 萬	<0.1%	+42+0.5%	加碼	–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500	ETF	10,110	$47.7 萬	<0.1%	−7,992−44.1%	減碼	–
KHCKraft Heinz Co	Stock	11,807	$48.1 萬	<0.1%	−4,883−29.3%	減碼	歷史
Invesco Exchange Traded FD T46137V548	INTL DIVI ACHI	28,990	$48.5 萬	<0.1%	−325−1.1%	減碼	–
OTISOtis Worldwide Corp	Stock	6,194	$48.5 萬	<0.1%	−230−3.6%	減碼	歷史
iShares Tr464287234	MSCI EMG MKT ETF	12,856	$48.7 萬	<0.1%	−1,619−11.2%	減碼	–
Exchange Listed FDS Tr30151E731	CABANA TARGET 5	22,799	$48.7 萬	<0.1%	−19,390−46.0%	減碼	–
BGBunge Global SA	COM	4,896	$48.8 萬	<0.1%	−49−1.0%	減碼	歷史
VanEck ETF Trust92189F387	SHRT HGH YLD MUN	21,933	$48.8 萬	<0.1%	−954−4.2%	減碼	–
KEYSKeysight Technologies, Inc.	Stock	2,859	$48.9 萬	<0.1%	+138+5.1%	加碼	歷史
LMNRLimoneira CO	COM	40,106	$49.0 萬	<0.1%	+106+0.3%	加碼	歷史
ROKRockwell Automation, Inc	Stock	1,911	$49.2 萬	<0.1%	+664+53.2%	加碼	歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.	COM	54,486	$49.6 萬	<0.1%	+15,916+41.3%	加碼	歷史
Vanguard Energy ETF92204A306	ETF	4,107	$49.8 萬	<0.1%	+773+23.2%	加碼	–
CCitigroup Inc	Stock	11,091	$50.2 萬	<0.1%	−278−2.4%	減碼	歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	6,541	$50.7 萬	<0.1%	+2,024+44.8%	加碼	–
WisdomTree Tr97717X131	INTL QULTY DIV	16,567	$50.7 萬	<0.1%	+556+3.5%	加碼	–
iShares Tr464287697	U.S. UTILITS ETF	5,865	$50.8 萬	<0.1%	−823−12.3%	減碼	–
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	6,850	$51.0 萬	<0.1%	+2,015+41.7%	加碼	歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474	ETF	17,383	$51.1 萬	<0.1%	−4,132−19.2%	減碼	–
LENLennar Corp	CL A	5,646	$51.1 萬	<0.1%	−262−4.4%	減碼	歷史
iShares Tr46435G268	RUSEL 2500 ETF	9,639	$51.2 萬	<0.1%	+4,958+105.9%	加碼	–
MELIMercadolibre Inc	COM	607	$51.4 萬	<0.1%	00.0%	不變	歷史
HSYHershey Co	COM	2,234	$51.7 萬	<0.1%	+114+5.4%	加碼	歷史
LACLithium Americas Corp.	COM NEW	27,307	$51.7 萬	<0.1%	−2,620−8.8%	減碼	歷史
EDConsolidated Edison Inc	Stock	5,445	$51.9 萬	<0.1%	−1,255−18.7%	減碼	歷史
Investment Managers Ser Tr I46144X628	AXS SHORT INNOV	9,529	$51.9 萬	<0.1%	+2,284+31.5%	加碼	–
First Trust Dow Jones Internet Index Fund33733E302	ETF	4,238	$52.2 萬	<0.1%	+4,238	新進	–
ProShares Tr74347B680	S&P MDCP 400 DIV	7,300	$52.2 萬	<0.1%	+671+10.1%	加碼	–
IPInternational Paper Co	COM	15,087	$52.2 萬	<0.1%	+4,961+49.0%	加碼	歷史
CPRTCopart Inc	COM	8,678	$52.8 萬	<0.1%	+318+3.8%	加碼依 2 比 1 拆股換算	歷史
iShares Tr464287754	US INDUSTRIALS	5,484	$52.9 萬	<0.1%	+183+3.5%	加碼	–
WisdomTree Tr97717W307	US LARGECAP DIVD	8,562	$53.0 萬	<0.1%	+8,562	新進	–
First Tr Exchange-Traded FD33734X176	TECH ALPHADEX	5,794	$53.0 萬	<0.1%	−564−8.9%	減碼	–
GISGeneral Mills Inc	Stock	6,332	$53.1 萬	<0.1%	−2,918−31.5%	減碼	歷史
CINFCincinnati Financial Corp	COM	5,190	$53.1 萬	<0.1%	+5+0.1%	加碼	歷史
First Tr Exchange-Traded Alp33735K108	COM SHS	5,876	$53.7 萬	<0.1%	−750−11.3%	減碼	–
TMUST-Mobile US, Inc.	Stock	3,843	$53.8 萬	<0.1%	+230+6.4%	加碼	歷史
WisdomTree Tr97717X669	US QTLY DIV GRT	8,943	$54.0 萬	<0.1%	+138+1.6%	加碼	–
MDLZMondelez International, Inc.	Stock	8,116	$54.1 萬	<0.1%	−747−8.4%	減碼	歷史
Invesco Exchange Traded FD T46137V357	S&P500 EQL WGT	3,857	$54.5 萬	<0.1%	+1,413+57.8%	加碼	–
Fidelity MSCI Health Care Index ETF316092600	ETF	8,536	$54.6 萬	<0.1%	−667−7.2%	減碼	–
SPDR Series Trust78464A656	ST STR TIPS ETF	21,211	$54.6 萬	<0.1%	−2,340−9.9%	減碼	–
WUWestern Union CO	Stock	39,782	$54.8 萬	<0.1%	−9,065−18.6%	減碼	歷史
iShares Russell Mid-Cap Growth ETF464287481	ETF	6,553	$54.8 萬	<0.1%	+169+2.6%	加碼	–
UGIUgi Corp	Stock	14,862	$55.1 萬	<0.1%	+14,862	新進	歷史
Innovator ETFs Trust45782C508	US EQTY PWR BUF	17,515	$55.2 萬	<0.1%	+4,169+31.2%	加碼	–
AEPAmerican Electric Power Co Inc	Stock	5,845	$55.5 萬	<0.1%	+515+9.7%	加碼	歷史
Vanguard BD Index FDS92203C303	VANGUARD ULTRA	11,333	$55.5 萬	<0.1%	−712−5.9%	減碼	–
RITMRithm Capital Corp.	REIT	69,255	$56.6 萬	<0.1%	−9,887−12.5%	減碼	歷史
Invesco Exch Traded FD Tr II46138E362	S&P500 HDL VOL	12,911	$56.6 萬	<0.1%	+673+5.5%	加碼	–
UTFCohen & Steers Infrastructure Fund Inc	COM	23,777	$57.0 萬	<0.1%	−5,348−18.4%	減碼	歷史
WisdomTree Tr97717Y527	FLOATNG RAT TREA	11,374	$57.2 萬	<0.1%	+11,374	新進	–
REGNRegeneron Pharmaceuticals, Inc.	COM	796	$57.4 萬	<0.1%	+3+0.4%	加碼	歷史
MPTMedical Properties Trust Inc	COM	51,899	$57.8 萬	<0.1%	+9,742+23.1%	加碼	歷史
Victory Portfolios II92647N782	VCSHS US 500 ENH	9,100	$58.2 萬	<0.1%	+188+2.1%	加碼	–
iShares Russell Mid-Cap Value ETF464287473	ETF	5,535	$58.3 萬	<0.1%	+940+20.5%	加碼	–
iShares Tr46435G342	MORTGE REL ETF	25,725	$58.4 萬	<0.1%	−3,700−12.6%	減碼	–
BEPCBrookfield Renewable Corp	CL A SUB VTG	21,327	$58.7 萬	<0.1%	−7,065−24.9%	減碼	歷史
iShares Tr464288257	MSCI ACWI ETF	6,926	$58.8 萬	<0.1%	−1,770−20.4%	減碼	–
ABAlliancebernstein Holding L.P.	UNIT LTD PARTN	17,212	$59.2 萬	<0.1%	−957−5.3%	減碼	歷史
Exchange Listed FDS Tr30151E616	CABANA AGGRESSIV	32,756	$59.8 萬	<0.1%	+32,756	新進	–
XELXcel Energy Inc	Stock	8,568	$60.1 萬	<0.1%	+31+0.4%	加碼	歷史
PALLabrdn Palladium ETF Trust	PHYSICAL PALLADM	3,653	$60.3 萬	<0.1%	+2+0.1%	加碼	歷史
EIXEdison International	Stock	9,654	$61.4 萬	<0.1%	−80−0.8%	減碼	歷史
iShares Inc464286400	MSCI BRAZIL ETF	22,043	$61.7 萬	<0.1%	+22,043	新進	–
ROSTRoss Stores, Inc.	COM	5,342	$62.0 萬	<0.1%	−482−8.3%	減碼	歷史
iShares Tr464287515	EXPANDED TECH	2,424	$62.0 萬	<0.1%	−368−13.2%	減碼	–
Dimensional Emerging Core Equity Market ETF25434V302	ETF	28,318	$62.2 萬	<0.1%	+10,315+57.3%	加碼	–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund	COM	80,661	$62.6 萬	<0.1%	−13,817−14.6%	減碼	歷史
iShares Russell Midcap ETF464287499	ETF	9,285	$62.6 萬	<0.1%	+53+0.6%	加碼	–
State Street Materials Select Sector SPDR ETF81369Y100	ETF	8,091	$62.9 萬	<0.1%	+825+11.4%	加碼	–
AZNAstraZeneca PLC	SPONSORED ADR	9,280	$62.9 萬	<0.1%	−3,468−27.2%	減碼	歷史
ITWIllinois Tool Works Inc	Stock	2,885	$63.6 萬	<0.1%	+251+9.5%	加碼	歷史
Ssga Active ETF Tr78467V848	ST STR TOTAL ETF	15,901	$63.7 萬	<0.1%	+15,901	新進	–
AMATApplied Materials Inc	Stock	6,551	$63.8 萬	<0.1%	−407−5.8%	減碼	歷史
iShares Tr464287762	US HLTHCARE ETF	2,250	$63.8 萬	<0.1%	+530+30.8%	加碼	–
MKCMcCormick & Co Inc	Stock	7,719	$64.0 萬	<0.1%	+196+2.6%	加碼	歷史
DBX ETF Tr233051705	XTRACK MUN INFRA	26,976	$64.1 萬	<0.1%	+10,029+59.2%	加碼	–
AZOAutoZone Inc	COM	261	$64.4 萬	<0.1%	−26−9.1%	減碼	歷史
FISVFiserv Inc	Stock	6,430	$65.0 萬	<0.1%	+131+2.1%	加碼	歷史
iShares Tr464287812	US CONSM STAPLES	3,208	$65.0 萬	<0.1%	−2,219−40.9%	減碼	–
TPLTexas Pacific Land Corp	Stock	278	$65.1 萬	<0.1%	−105−27.4%	減碼	歷史
HPEHewlett Packard Enterprise Co	COM	41,169	$65.7 萬	<0.1%	+357+0.9%	加碼	歷史
UTGReaves Utility Income Fund	COM SH BEN INT	23,361	$66.0 萬	<0.1%	+521+2.3%	加碼	歷史
Vanguard Whitehall FDS921946794	INTL HIGH ETF	11,117	$66.2 萬	<0.1%	−16,083−59.1%	減碼	–
FSKFS KKR Capital Corp	COM	37,921	$66.4 萬	<0.1%	+8,228+27.7%	加碼	歷史
LUMNLumen Technologies, Inc.	Stock	127,272	$66.4 萬	<0.1%	−22,579−15.1%	減碼	歷史

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 Trust	ETF	$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 Tr46435G334	MSCI UK ETF NEW	54,516	$142.9 萬	0.1%	–
TAGSTeucrium Commodity Trust	AGRICULTURE FD	41,567	$129.2 萬	0.1%	歷史
ProShares Tr74347R107	PSHS ULT S&P 500	29,167	$115.9 萬	0.1%	–
Principal Exchange Traded FD74255Y607	PRIN U S SMALL	21,958	$80.8 萬	<0.1%	–
DBX ETF Tr233051630	XTRACK MSCI EAFE	43,213	$78.6 萬	<0.1%	–
BRGBluerock Residential Growth REIT, Inc.	COM CL A	27,907	$74.7 萬	<0.1%	歷史
Global X FDS37954Y715	RBTCS ARTFL INTE	37,292	$67.4 萬	<0.1%	–
Vanguard Emerging Markets Government Bond ETF921946885	ETF	10,246	$58.9 萬	<0.1%	–
DREDuke Realty Corp	COM NEW	11,665	$56.2 萬	<0.1%	歷史
Virtus ETF Tr II92790A504	VIRTUS US QLTY	22,634	$55.6 萬	<0.1%	–
First Tr Exchange Traded FD33734X812	INDXX GLOBAL AGR	20,497	$54.6 萬	<0.1%	–
TWTRTwitter, Inc.	COM	11,680	$51.2 萬	<0.1%	歷史
Global X FDS37954Y376	RATE PREFERRED	20,977	$49.3 萬	<0.1%	–
Global X FDS37954Y475	S&P 500 COVERED	12,189	$46.5 萬	<0.1%	–
Fidelity MSCI Utilities Index ETF316092865	ETF	10,922	$46.1 萬	<0.1%	–
First Tr Exchange-Traded FD33733B100	WTR ETF	6,266	$45.0 萬	<0.1%	–
WECWec Energy Group, Inc.	Stock	4,556	$40.7 萬	<0.1%	歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718	ETF	4,356	$40.4 萬	<0.1%	–
COINCoinbase Global, Inc.	COM CL A	6,159	$39.7 萬	<0.1%	歷史
Direxion Shs ETF Tr25460G773	WORK FROM HOME	9,340	$39.6 萬	<0.1%	–
BZHBeazer Homes USA Inc	COM NEW	39,080	$37.8 萬	<0.1%	歷史
SYNASYNAPTICS Inc	Stock	3,750	$37.1 萬	<0.1%	歷史
NZFNuveen Municipal Credit Income Fund	COM SH BEN INT	32,027	$36.4 萬	<0.1%	歷史
Vanguard Scottsdale FDS92206C813	LG-TERM COR BD	4,866	$35.6 萬	<0.1%	–
VIXYProShares Trust II	VIX SH TRM FUTRS	20,404	$34.9 萬	<0.1%	歷史
SPDR Series Trust78464A607	ST STR DOW REIT	3,882	$32.7 萬	<0.1%	–
ZMZoom Communications, Inc.	Stock	4,277	$31.5 萬	<0.1%	歷史
Invesco Exchange Traded FD T46137V134	WILDERHIL CLAN	6,507	$31.3 萬	<0.1%	–
ROKURoku, Inc	COM CL A	5,164	$29.1 萬	<0.1%	歷史
MUMicron Technology Inc	Stock	5,650	$28.3 萬	<0.1%	歷史
LYVLive Nation Entertainment, Inc.	COM	3,575	$27.2 萬	<0.1%	歷史
PFGPrincipal Financial Group Inc	COM	3,739	$27.0 萬	<0.1%	歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853	ETF	7,797	$26.6 萬	<0.1%	–
Global X Lithium & Battery Tech ETF37954Y855	ETF	3,904	$25.8 萬	<0.1%	–
iShares Tr464287333	GLOBAL FINLS ETF	4,162	$25.5 萬	<0.1%	–
FLGTFulgent Genetics, Inc.	COM	6,700	$25.5 萬	<0.1%	歷史
First Tr Exchng Traded FD VI33740F722	FT VEST US EQT	7,477	$25.4 萬	<0.1%	–
FISFidelity National Information Services, Inc.	Stock	3,348	$25.3 萬	<0.1%	歷史
CEGConstellation Energy Corp	Stock	2,897	$24.1 萬	<0.1%	歷史
MCHPMicrochip Technology Inc	Stock	3,921	$23.9 萬	<0.1%	歷史
FBINFortune Brands Innovations, Inc.	COM	4,453	$23.9 萬	<0.1%	歷史
DBX ETF Tr233051267	XTRACKERS LOW	5,376	$23.3 萬	<0.1%	–
Innovator ETFs Trust45782C318	US EQTY PWR BUF	8,533	$22.9 萬	<0.1%	–
EQIXEquinix Inc	COM	395	$22.5 萬	<0.1%	歷史
MTBM&T Bank Corp	COM	1,272	$22.4 萬	<0.1%	歷史
First Tr Exchange-Traded FD33737K205	INDXX NEXTG ETF	3,966	$22.1 萬	<0.1%	–
NTRNutrien Ltd.	COM	2,640	$22.0 萬	<0.1%	歷史
ESSEssex Property Trust, Inc.	COM	901	$21.8 萬	<0.1%	歷史
First Tr Exchng Traded FD VI33740F763	FT VEST US EQT	6,479	$21.6 萬	<0.1%	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	3,646	$21.3 萬	<0.1%	–
TWLOTwilio Inc	CL A	3,074	$21.3 萬	<0.1%	歷史
SHELShell plc	ADR	4,243	$21.1 萬	<0.1%	歷史
Vanguard Consumer Discretionary ETF92204A108	ETF	891	$20.9 萬	<0.1%	–
KMXCarMax Inc	COM	3,113	$20.6 萬	<0.1%	歷史
J P Morgan Exchange Traded F46641Q852	INTL BD OPP ETF	4,592	$20.4 萬	<0.1%	–
WELLWelltower Inc.	REIT	3,139	$20.2 萬	<0.1%	歷史
AONAon plc	CL A	753	$20.2 萬	<0.1%	歷史
RMMRiverNorth Managed Duration Municipal Income Fund, Inc.	COM	13,740	$20.1 萬	<0.1%	歷史
TTDTrade Desk, Inc.	Stock	3,354	$20.0 萬	<0.1%	歷史
PBRPetrobras - Petroleo Brasileiro SA	SPONSORED ADR	13,813	$17.0 萬	<0.1%	歷史
MUCBlackRock Muniholdings California Quality Fund, Inc.	CEF	15,422	$16.6 萬	<0.1%	歷史
NIONIO Inc.	ADR	10,064	$15.9 萬	<0.1%	歷史
IQIInvesco Quality Municipal Income Trust	COM	17,181	$15.7 萬	<0.1%	歷史
ECEcopetrol S.A.	SPONSORED ADS	13,213	$11.8 萬	<0.1%	歷史
FBRTFranklin BSP Realty Trust, Inc.	COMMON STOCK	10,776	$11.6 萬	<0.1%	歷史
GNLGlobal Net Lease, Inc.	COM NEW	10,712	$11.4 萬	<0.1%	歷史
Transglobe Energy Corp893662106	COM	35,200	$9.40 萬	<0.1%	–
DSXDiana Shipping Inc.	COM	24,895	$9.00 萬	<0.1%	歷史
Advisorshares Tr00768Y495	PURE CANNABIS	19,368	$8.20 萬	<0.1%	–
SIDNational Steel Co	SPONSORED ADR	29,835	$7.10 萬	<0.1%	歷史
TELLTellurian Inc.	COM	29,210	$7.00 萬	<0.1%	歷史
First Tr Exchng Traded FD VI33740F540	SKYB CRY IND ETF	12,215	$6.70 萬	<0.1%	–
NWGNatWest Group plc	SPONS ADR	10,536	$5.30 萬	<0.1%	歷史
SANBanco Santander, S.A.	ADR	14,963	$3.50 萬	<0.1%	歷史
APWCAsia Pacific Wire & Cable Corp Ltd	ORD	11,013	$1.70 萬	<0.1%	歷史
FIRYFiry Inc.	COM	11,925	$1.20 萬	<0.1%	歷史