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Livermore
Livermore
中文EN

Mutual Advisors, LLC

SEC CIK
0001694080
最新申報
2026/8/14

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/4/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
968
較 2022 年第 4 季 +54
總值
$24.4 億
較 2022 年第 4 季 +$2.02 億 (+9.0%)
申報日
2023/4/11
SEC
Mutual Advisors, LLC 在 2023 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X18,191$23.3 萬<0.1%00.0%不變–
CARRCarrier Global CorpStock5,094$23.3 萬<0.1%−1,301−20.3%減碼歷史
Lattice Strategies Tr518416102HARTFORD MLT ETF8,856$23.3 萬<0.1%−10,315−53.8%減碼–
OXYOccidental Petroleum CorpStock3,746$23.4 萬<0.1%+172+4.8%加碼歷史
CACICACI International IncCL A792$23.5 萬<0.1%+78+10.9%加碼歷史
HESHess CorpStock1,775$23.5 萬<0.1%−106−5.6%減碼歷史
PATHUiPath, Inc.Stock13,386$23.5 萬<0.1%+2,588+24.0%加碼歷史
APHAmphenol CorpCL A2,879$23.5 萬<0.1%+2,879新進歷史
AAPAdvance Auto Parts IncCOM1,936$23.5 萬<0.1%+262+15.7%加碼歷史
BUSEFirst Busey CorpCOM NEW11,582$23.6 萬<0.1%−250−2.1%減碼歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF4,938$23.6 萬<0.1%+4,938新進–
HRLHormel Foods CorpCOM5,914$23.6 萬<0.1%+5,914新進歷史
TRVTravelers Companies, Inc.Stock1,382$23.7 萬<0.1%+13+0.9%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF5,760$23.7 萬<0.1%+724+14.4%加碼–
TDYTeledyne Technologies IncCOM533$23.9 萬<0.1%+533新進歷史
SRSpire IncCOM3,403$23.9 萬<0.1%+9+0.3%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL8,505$23.9 萬<0.1%+734+9.4%加碼–
PNWPinnacle West Capital CorpCOM3,021$23.9 萬<0.1%−1,349−30.9%減碼歷史
SALSalisbury Bancorp, Inc.COM9,956$24.0 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE6,086$24.0 萬<0.1%+471+8.4%加碼–
PPGPPG Industries IncStock1,800$24.0 萬<0.1%+1,800新進歷史
Flexshares Tr33939L886ULTR SHO INC FD3,241$24.2 萬<0.1%00.0%不變–
GLDMWorld Gold TrustSPDR GLD MINIS6,205$24.3 萬<0.1%+98+1.6%加碼歷史
Janus Detroit STR Tr47103U852HENDERSON MTG5,225$24.4 萬<0.1%−12,655−70.8%減碼–
iShares Tr464287119MORNINGSTAR GRWT4,415$24.4 萬<0.1%00.0%不變–
CUBECubeSmartREIT5,292$24.5 萬<0.1%+5,292新進歷史
ZIONZions Bancorporation, National AssociationCOM8,212$24.6 萬<0.1%+905+12.4%加碼歷史
ORANYOrangeSPONSORED ADR20,602$24.6 萬<0.1%−12,484−37.7%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF1,795$24.6 萬<0.1%+194+12.1%加碼–
AIGAmerican International Group, Inc.Stock4,899$24.7 萬<0.1%+127+2.7%加碼歷史
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF9,680$24.7 萬<0.1%−18−0.2%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF2,790$24.8 萬<0.1%−787−22.0%減碼–
iShares Tr46435G268RUSEL 2500 ETF4,530$24.8 萬<0.1%−5,109−53.0%減碼–
SUNSunoco LPCOM UT REP LP5,673$24.9 萬<0.1%−246−4.2%減碼歷史
First Tr Exchange Traded FD33738R845NASDQ OIL GAS9,315$25.1 萬<0.1%+1,193+14.7%加碼–
Cambria ETF Tr132061607GLB ASSET ALLO9,413$25.2 萬<0.1%00.0%不變–
AJGArthur J. Gallagher & Co.COM1,323$25.3 萬<0.1%+146+12.4%加碼歷史
PLTRPalantir Technologies Inc.Stock29,961$25.3 萬<0.1%−1,930−6.1%減碼歷史
MCOMoodys CorpStock829$25.4 萬<0.1%−39−4.5%減碼歷史
iShares Tr464287838U.S. BAS MTL ETF1,916$25.4 萬<0.1%−415−17.8%減碼–
ICEIntercontinental Exchange, Inc.Stock2,438$25.4 萬<0.1%+199+8.9%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD17,891$25.4 萬<0.1%−1,203−6.3%減碼–
CBChubb LtdStock1,322$25.7 萬<0.1%+114+9.4%加碼歷史
AMEAmetek IncCOM1,775$25.8 萬<0.1%+138+8.4%加碼歷史
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM11,608$25.8 萬<0.1%+213+1.9%加碼歷史
RBARB Global Inc.COM4,595$25.9 萬<0.1%+4,595新進歷史
iShares Tr464288208MRGSTR MD CP ETF4,294$26.0 萬<0.1%00.0%不變–
JBHTHunt J B Transport Services IncCOM1,485$26.1 萬<0.1%+1,485新進歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT5,000$26.1 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT7,407$26.2 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V872CORE FIXE IN ETF6,221$26.4 萬<0.1%+706+12.8%加碼–
Fidelity High Dividend ETF316092840ETF6,969$26.5 萬<0.1%−75−1.1%減碼–
AKAMAkamai Technologies IncCOM3,405$26.7 萬<0.1%+48+1.4%加碼歷史
DRIDarden Restaurants IncCOM1,726$26.8 萬<0.1%−182−9.5%減碼歷史
CORCencora, Inc.Stock1,680$26.9 萬<0.1%+29+1.8%加碼歷史
EBAYeBay IncCOM6,064$26.9 萬<0.1%+6,064新進歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL5,440$26.9 萬<0.1%−8,860−62.0%減碼–
VMCVulcan Materials COCOM1,570$26.9 萬<0.1%−86−5.2%減碼歷史
BAXBaxter International IncStock6,680$27.1 萬<0.1%−811−10.8%減碼歷史
First Tr Exchng Traded FD VI33740F631FT VEST US8,710$27.1 萬<0.1%−5,200−37.4%減碼–
First Tr Exchng Traded FD VI33740F656FT VEST INTE12,725$27.2 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U208FT VEST US EQT7,526$27.2 萬<0.1%00.0%不變–
iShares Tr46435U432IBONDS DEC 2510,243$27.3 萬<0.1%−17−0.2%減碼–
iShares Russell 2000 Growth ETF464287648ETF1,211$27.5 萬<0.1%+6+0.5%加碼–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF11,567$27.6 萬<0.1%−560−4.6%減碼–
Pacer Trendpilot 100 ETF69374H303ETF5,031$27.6 萬<0.1%−84−1.6%減碼–
SPDR Series Trust78464A144ST STR CORPO ETF9,454$27.7 萬<0.1%−20,512−68.5%減碼–
BGSB&G Foods, Inc.COM17,817$27.7 萬<0.1%−792−4.3%減碼歷史
VanEck ETF Trust92189H300JP MRGAN EM LOC10,962$27.7 萬<0.1%+10,962新進–
DKSDick's Sporting Goods, Inc.Stock1,952$27.7 萬<0.1%+183+10.3%加碼歷史
WOLFWolfspeed, Inc.Stock4,269$27.7 萬<0.1%+62+1.5%加碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS4,634$27.8 萬<0.1%+4,634新進–
NMAINuveen Multi-Asset Income FundCOM24,151$27.9 萬<0.1%−684−2.8%減碼歷史
AVKAdvent Convertible & Income FundCOM24,196$28.0 萬<0.1%−664−2.7%減碼歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN19,793$28.0 萬<0.1%−330−1.6%減碼–
Exchange Listed FDS Tr30151E723CABANA TARGET 713,376$28.1 萬<0.1%−3,582−21.1%減碼–
Invesco Exch Traded FD Tr II46138E511PFD ETF24,910$28.6 萬<0.1%−11,474−31.5%減碼–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF6,168$28.8 萬<0.1%+750+13.8%加碼–
LRCXLam Research CorpCOM546$28.9 萬<0.1%+37+7.3%加碼歷史
DFSDiscover Financial ServicesCOM2,931$29.0 萬<0.1%−56−1.9%減碼歷史
MCHPMicrochip Technology IncStock3,459$29.0 萬<0.1%+3,459新進歷史
BOXBox IncCL A10,875$29.1 萬<0.1%+10,875新進歷史
Cambria ETF Tr132061508GLB MOMENT ETF10,571$29.2 萬<0.1%+2,971+39.1%加碼–
NMFCNew Mountain Finance CorpCOM24,056$29.3 萬<0.1%−1,263−5.0%減碼歷史
HEIHeico CorpCOM1,714$29.3 萬<0.1%−51−2.9%減碼歷史
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST4,811$29.3 萬<0.1%+1,881+64.2%加碼–
HWMHowmet Aerospace Inc.Stock6,963$29.5 萬<0.1%−17−0.2%減碼歷史
Fidelity MSCI Materials Index ETF316092881ETF6,477$29.5 萬<0.1%−569−8.1%減碼–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF14,600$29.5 萬<0.1%00.0%不變–
iShares Tr46435G326CORE MSCI INTL4,900$29.6 萬<0.1%+4,900新進–
TSCOTractor Supply CoCOM1,272$29.9 萬<0.1%+229+22.0%加碼歷史
ORLYO Reilly Automotive IncStock353$30.0 萬<0.1%−127−26.5%減碼歷史
PSNParsons CorpCOM6,746$30.2 萬<0.1%+6,746新進歷史
BRBroadridge Financial Solutions, Inc.Stock2,061$30.2 萬<0.1%+2,061新進歷史
Innovator ETFs Trust45782C680US EQTY PWR BF10,321$30.4 萬<0.1%+1,724+20.1%加碼–
SNPSSynopsys IncCOM790$30.5 萬<0.1%+98+14.2%加碼歷史
SBACSba Communications CorpCL A1,172$30.6 萬<0.1%+1,172新進歷史
FLGTFulgent Genetics, Inc.COM9,838$30.7 萬<0.1%+9,838新進歷史
MCNXAI Madison Equity Premium Income FundCOM38,744$30.8 萬<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM1,475$30.8 萬<0.1%+1,475新進歷史

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 2023 年第 1 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock–$68.5 萬

2022 年第 4 季之後清倉（53 檔）

2022 年第 4 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
Lattice Strategies Tr518416409HARTFORD US EQTY84,850$331.1 萬0.1%–
iShares Tr46436E7180-3 MTH TREASURY32,054$321.0 萬0.1%–
DXCDXC Technology CoStock67,084$177.8 萬0.1%歷史
STRLSterling Infrastructure, Inc.COM50,686$166.3 萬0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF28,626$155.8 萬0.1%–
iShares Inc464286707MSCI FRANCE ETF46,654$154.5 萬0.1%–
ADNTAdient plcStock39,851$138.2 萬0.1%歷史
AMPAmeriprise Financial IncCOM3,865$120.4 萬0.1%歷史
KFYKorn FerryCOM NEW19,521$98.8 萬<0.1%歷史
iShares Inc464286533MSCI EMERG MRKT16,430$87.2 萬<0.1%–
ARGOArgo Group International Holdings, Inc.COM27,300$70.6 萬<0.1%歷史
iShares Inc464286400MSCI BRAZIL ETF22,043$61.7 萬<0.1%–
BEPCBrookfield Renewable CorpCL A SUB VTG21,327$58.7 萬<0.1%歷史
LENLennar CorpCL A5,646$51.1 萬<0.1%歷史
First Tr Exchange-Traded FD33734X184UTILITIES ALPH13,516$44.9 萬<0.1%–
PNCPNC Financial Services Group, Inc.Stock2,703$42.7 萬<0.1%歷史
JBLUJetBlue Airways CorpCOM63,048$40.9 萬<0.1%歷史
iShares Tr464288570ESG MSCI KLD ETF5,540$39.8 萬<0.1%–
Davis Fundamental ETF Tr23908L405SELCT INTL ETF22,327$39.5 萬<0.1%–
CARAvis Budget Group, Inc.COM2,400$39.3 萬<0.1%歷史
KDKyndryl Holdings, Inc.Stock31,366$34.9 萬<0.1%歷史
TCW ETF Trust29287L205TRANS SYSTE ETF7,053$33.4 萬<0.1%–
GBLIGlobal Indemnity Group, LLCCOM CL A13,604$31.7 萬<0.1%歷史
WisdomTree Tr97717W604US SMALLCAP DIVD9,741$27.7 萬<0.1%–
BENFranklin Templeton IncCOM10,288$27.1 萬<0.1%歷史
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR5,458$27.0 萬<0.1%–
iShares Tr46432F388MSCI USA VALUE2,928$26.7 萬<0.1%–
Exchange Listed FDS Tr30151E632CABANA CONSERVAT13,295$26.2 萬<0.1%–
Schwab Strategic Tr8085247141 5YR CORP BD5,533$25.9 萬<0.1%–
iShares MSCI Acwi Ex U.S. ETF464288240ETF5,448$24.8 萬<0.1%–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1009,948$23.8 萬<0.1%–
iShares Tr46435G672CORE INTL AGGR4,923$23.4 萬<0.1%–
iShares Tr464287689RUSSELL 3000 ETF1,038$22.9 萬<0.1%–
DJPBarclays Bank PLCDJUBS CMDT ETN366,737$22.7 萬<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF3,519$22.6 萬<0.1%–
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI2,746$22.4 萬<0.1%–
AXAxos Financial, Inc.COM5,860$22.4 萬<0.1%歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF8,949$22.3 萬<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF1,238$21.6 萬<0.1%–
iShares Tr46435G193ESG AWRE USD ETF9,657$21.5 萬<0.1%–
VanEck ETF Trust92189F171GREEN BOND ETF9,184$21.1 萬<0.1%–
CDNSCadence Design Systems IncStock1,278$20.5 萬<0.1%歷史
First Trust Financials Alphadex Fund33734X135ETF4,986$20.4 萬<0.1%–
HOFTHooker Furnishings CorpCOM10,850$20.3 萬<0.1%歷史
JJacobs Solutions Inc.COM1,682$20.2 萬<0.1%歷史
iShares Tr464289131BRAZIL SM-CP ETF12,952$15.1 萬<0.1%–
EXPREXP OldCo Winddown, Inc.COM143,000$14.6 萬<0.1%歷史
CPSCooper-Standard Holdings Inc.COM16,000$14.5 萬<0.1%歷史
SBRASabra Health Care REIT, Inc.REIT10,245$12.7 萬<0.1%歷史
Amplify ETF Tr032108854SEYMOUR CANNBS13,322$6.78 萬<0.1%–
ETF Managers Tr26924G508ETFMG ALTR HRVST14,610$6.22 萬<0.1%–
UNITUniti Group Inc.COM10,940$6.05 萬<0.1%歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS11,462$1.94 萬<0.1%歷史