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Livermore
Livermore
中文EN

Mutual Advisors, LLC

SEC CIK
0001694080
最新申報
2026/8/14

2024 年第 3 季持倉

持倉截至 2024/9/30，2024/10/25 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
1,083
較 2024 年第 2 季 +6
總值
$34.2 億
較 2024 年第 2 季 +$1.08 億 (+3.3%)
申報日
2024/10/25
SEC
Mutual Advisors, LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SUNSunoco LPCOM UT REP LP4,621$24.1 萬<0.1%00.0%不變歷史
iShares Inc464286780MSCI STH AFR ETF4,825$24.2 萬<0.1%+4,825新進–
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX6,409$24.2 萬<0.1%+216+3.5%加碼–
FICOFair Isaac CorpCOM122$24.3 萬<0.1%+122新進歷史
MSIMotorola Solutions, Inc.Stock524$24.4 萬<0.1%+524新進歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT9,289$24.4 萬<0.1%+794+9.3%加碼–
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL2,558$24.7 萬<0.1%−55−2.1%減碼–
TDToronto Dominion BankStock4,370$24.8 萬<0.1%−873−16.7%減碼歷史
BCSFBain Capital Specialty Finance, Inc.COM STK14,781$24.9 萬<0.1%−473−3.1%減碼歷史
Amplify Blockchain Technology ETF032108607ETF6,139$25.0 萬<0.1%+6,139新進–
WisdomTree Tr97717W323EM MKTS QTLY DIV9,385$25.1 萬<0.1%−83−0.9%減碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT7,070$25.1 萬<0.1%−1,570−18.2%減碼–
BlackRock ETF Trust II092528884SHORT TERM CALIF5,000$25.2 萬<0.1%+5,000新進–
Agf Invts Tr00110G408US MARKET NETRL12,773$25.2 萬<0.1%+12,773新進–
Simplify Exchange Traded Fun82889N632ENHANCED INM ETF10,793$25.4 萬<0.1%+269+2.6%加碼–
iShares Global Clean Energy ETF464288224ETF19,441$25.5 萬<0.1%−450−2.3%減碼–
iShares Tr46435G326CORE MSCI INTL3,765$25.6 萬<0.1%−5−0.1%減碼–
AHRAmerican Healthcare REIT, Inc.COM SHS9,903$25.6 萬<0.1%+9,903新進歷史
Global X FDS37954Y632ARTIFICIAL ETF6,890$25.7 萬<0.1%+6,890新進–
ARMArm Holdings PLCADR1,829$25.8 萬<0.1%+81+4.6%加碼歷史
WSFSWSFS Financial CorpCOM5,090$25.8 萬<0.1%+15+0.3%加碼歷史
LACLithium Americas Corp.Stock75,866$25.9 萬<0.1%+180+0.2%加碼歷史
AXAxos Financial, Inc.COM3,885$25.9 萬<0.1%00.0%不變歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT5,000$26.0 萬<0.1%00.0%不變–
iShares Tr464287770U.S. FIN SVC ETF3,499$26.0 萬<0.1%00.0%不變–
UBSIUnited Bankshares IncCOM7,018$26.1 萬<0.1%00.0%不變歷史
SILASila Realty Trust, Inc.COMMON STOCK10,176$26.2 萬<0.1%+10,176新進歷史
POOLPool CorpCOM695$26.2 萬<0.1%+2+0.3%加碼歷史
DELLDell Technologies Inc.Stock2,176$26.2 萬<0.1%+2,176新進歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF7,427$26.3 萬<0.1%−246−3.2%減碼–
iShares Tr464287192US TRSPRTION3,819$26.5 萬<0.1%+3,819新進–
VLTOVeralto CorpStock2,510$26.5 萬<0.1%+2,510新進歷史
LENLennar CorpCL A1,519$26.7 萬<0.1%−2,263−59.8%減碼歷史
GENGen Digital Inc.Stock9,916$26.8 萬<0.1%−20−0.2%減碼歷史
WELLWelltower Inc.REIT2,030$26.8 萬<0.1%−115−5.4%減碼歷史
CLSCelestica IncStock3,950$26.8 萬<0.1%+3,950新進歷史
WBDWarner Bros. Discovery, Inc.Stock35,779$26.9 萬<0.1%−1,619−4.3%減碼歷史
EWEdwards Lifesciences CorpStock3,826$26.9 萬<0.1%+3,826新進歷史
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET2,251$26.9 萬<0.1%−80−3.4%減碼歷史
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM2,212$27.0 萬<0.1%+465+26.6%加碼–
Tidal Trust I886364637FOLI AL RATE ETF7,640$27.0 萬<0.1%+85+1.1%加碼–
FTITechnipFMC plcCOM10,470$27.1 萬<0.1%+10,470新進歷史
Global X FDS37950E291GLOBX SUPDV US14,646$27.2 萬<0.1%+3,090+26.7%加碼–
MARMarriott International IncStock1,044$27.2 萬<0.1%−446−29.9%減碼歷史
Sprott FDS Tr85208P303URANIUM MINERS E5,435$27.2 萬<0.1%−898−14.2%減碼–
FSLRFirst Solar, Inc.Stock1,390$27.2 萬<0.1%+94+7.3%加碼歷史
GWREGuidewire Software, Inc.COM1,455$27.4 萬<0.1%00.0%不變歷史
DBX ETF Tr233051432XTRACK USD HIGH7,509$27.4 萬<0.1%+7,509新進–
Alps ETF Tr00162Q387OSHARES US QUALT5,088$27.4 萬<0.1%+10.0%加碼–
iShares Tr464288570ESG MSCI KLD ETF2,494$27.4 萬<0.1%−371−12.9%減碼–
iShares Tr464288869MICRO-CAP ETF2,219$27.7 萬<0.1%+2,219新進–
Innovator ETFs Trust45782C417US EQTY PWR BUF7,652$27.7 萬<0.1%−18−0.2%減碼–
LANDGladstone Land CorpCOM20,850$27.7 萬<0.1%+3,599+20.9%加碼歷史
EQHEquitable Holdings, Inc.COM6,066$27.7 萬<0.1%−20−0.3%減碼歷史
APPFAppfolio IncCOM CL A1,448$27.8 萬<0.1%−229−13.7%減碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF7,223$27.8 萬<0.1%−52−0.7%減碼–
First Tr Exchange-Traded FD336917109SHS6,618$27.9 萬<0.1%+39+0.6%加碼–
WDAYWorkday, Inc.CL A1,177$27.9 萬<0.1%+8+0.7%加碼歷史
FBINFortune Brands Innovations, Inc.COM3,175$27.9 萬<0.1%−9−0.3%減碼歷史
PFGPrincipal Financial Group IncCOM3,123$28.0 萬<0.1%+3,123新進歷史
RBLXRoblox CorpStock6,702$28.0 萬<0.1%+227+3.5%加碼歷史
ITGartner IncCOM542$28.1 萬<0.1%−94−14.8%減碼歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG10,055$28.1 萬<0.1%−301−2.9%減碼–
Defiance Quantum ETF26922A420ETF4,447$28.1 萬<0.1%+625+16.4%加碼–
FELEFranklin Electric Co IncCOM2,765$28.2 萬<0.1%+641+30.2%加碼歷史
PWRQuanta Services, Inc.COM911$28.2 萬<0.1%−62−6.4%減碼歷史
MKCMcCormick & Co IncStock3,587$28.3 萬<0.1%−2,031−36.2%減碼歷史
First Tr Exchng Traded FD VI33740F581FT VEST NAS9,801$28.3 萬<0.1%00.0%不變–
KNTKKinetik Holdings Inc.COM NEW CL A5,483$28.3 萬<0.1%−1,225−18.3%減碼歷史
HGBLHeritage Global Inc.COM167,530$28.3 萬<0.1%00.0%不變歷史
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY12,414$28.7 萬<0.1%−5,949−32.4%減碼–
iShares Russell Midcap ETF464287499ETF3,239$28.7 萬<0.1%−4,509−58.2%減碼–
OCSLOaktree Specialty Lending CorpCOM17,727$28.9 萬<0.1%−9,693−35.4%減碼歷史
BBYBest Buy Co IncStock3,080$29.0 萬<0.1%−832−21.3%減碼歷史
MCHPMicrochip Technology IncStock3,830$29.1 萬<0.1%−27−0.7%減碼歷史
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH9,252$29.1 萬<0.1%+9,252新進–
VanEck ETF Trust92189F791JUNIOR GOLD MINE5,433$29.2 萬<0.1%+7+0.1%加碼–
AVYAvery Dennison CorpCOM1,428$29.3 萬<0.1%+344+31.7%加碼歷史
DOXAmdocs LtdSHS3,272$29.4 萬<0.1%+675+26.0%加碼歷史
First Tr Exchng Traded FD VI33740F599FT VEST US EQT6,914$29.4 萬<0.1%00.0%不變–
Doubleline ETF Trust25861R402MORTGAGE ETF6,014$29.5 萬<0.1%+4+0.1%加碼–
AWKAmerican Water Works Company, Inc.Stock2,115$29.6 萬<0.1%+6+0.3%加碼歷史
AMPAmeriprise Financial IncCOM587$29.6 萬<0.1%−43−6.8%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock3,337$29.7 萬<0.1%−4−0.1%減碼歷史
American Centy ETF Tr025072562AVANTIS CORE FI7,224$29.9 萬<0.1%−59,259−89.1%減碼–
FTNTFortinet, Inc.Stock3,730$30.1 萬<0.1%−769−17.1%減碼歷史
Blueprint Chesapk MLT88636J873TFPN12,367$30.1 萬<0.1%+750+6.5%加碼–
HEIHeico CorpCOM1,190$30.1 萬<0.1%−385−24.4%減碼歷史
JKHYJack Henry & Associates IncStock1,639$30.3 萬<0.1%+377+29.9%加碼歷史
MOSMosaic CoCOM11,366$30.4 萬<0.1%−668−5.6%減碼歷史
CDNSCadence Design Systems IncStock1,210$30.4 萬<0.1%−32−2.6%減碼歷史
Innovator Equity Defined Protection ETF - 2 Yr to January 202845783Y418ETF11,676$30.4 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL6,018$30.4 萬<0.1%+1,509+33.5%加碼–
LAMRLamar Advertising CoREIT2,249$30.5 萬<0.1%+3+0.1%加碼歷史
First Tr Exchng Traded FD VI33740F664FT VEST US EQT7,238$30.6 萬<0.1%+7,238新進–
ProShares Tr74348A210SHRT RUSSELL200016,051$30.6 萬<0.1%−20−0.1%減碼–
GGGGraco IncCOM3,723$30.7 萬<0.1%+521+16.3%加碼歷史
First Tr Exchng Traded FD VI33740F631FT VEST US8,017$30.7 萬<0.1%00.0%不變–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,474$30.8 萬<0.1%−23,094−90.3%減碼–
iShares Inc464286582MSCI JAPN SMCETF4,239$30.8 萬<0.1%+4,239新進–

選擇權（3 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 2024 年第 3 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock–$21.3 萬
NVDANVIDIA CorpStock$2.64 萬–
UCOProShares Trust IIULTA BLMBG 2017–$8,000

2024 年第 2 季之後清倉（89 檔）

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
American Centy ETF Tr025072349US LARGE CAP VLU42,650$272.2 萬0.1%–
SPDR Series Trust78464A672ST INTER ETF83,012$235.7 萬0.1%–
SPDR Series Trust78464A789ST STR SP INS36,148$192.1 萬0.1%–
iShares Tr46435G102CONV BD ETF23,558$188.3 萬0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF28,259$180.2 萬0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF84,254$176.8 萬0.1%–
iShares Inc46434G822MSCI JAPAN ETF22,413$154.3 萬<0.1%–
iShares Inc464286806MSCI GERMANY ETF46,235$143.4 萬<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF55,339$130.0 萬<0.1%–
iShares Inc46434G830MSCI ITALY ETF34,676$128.7 萬<0.1%–
iShares Tr46435G334MSCI UK ETF NEW35,242$126.5 萬<0.1%–
CORTCorcept Therapeutics IncCOM34,406$125.7 萬<0.1%歷史
ProShares Tr74347B607INVT INT RT HG16,197$123.9 萬<0.1%–
GIIIG III Apparel Group LtdCOM36,032$97.3 萬<0.1%歷史
MZTIMarzetti CoCOM4,961$92.4 萬<0.1%歷史
CORCencora, Inc.Stock3,780$85.9 萬<0.1%歷史
iShares MSCI India ETF46429B598ETF14,683$83.5 萬<0.1%–
Harbor ETF Trust41151J505COMM ALL WEA ETF36,836$80.3 萬<0.1%–
Dimensional U.S. Small Cap ETF25434V500ETF11,345$73.3 萬<0.1%–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF15,160$71.6 萬<0.1%–
iShares Tr4642886613 7 YR TREAS BD5,749$67.2 萬<0.1%–
Fidelity Covington Trust316092618ENHA HIGH YI ETF12,201$59.1 萬<0.1%–
iShares Tr46436E296IBONDS DEC 203225,371$57.8 萬<0.1%–
WYNNWynn Resorts LtdCOM6,981$57.6 萬<0.1%歷史
ELEstee Lauder Companies IncCL A5,535$55.8 萬<0.1%歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD17,107$49.4 萬<0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED16,137$49.0 萬<0.1%–
HWMHowmet Aerospace Inc.Stock5,842$48.4 萬<0.1%歷史
GRMNGarmin LtdSHS2,720$48.0 萬<0.1%歷史
GRBKGreen Brick Partners, Inc.COM6,340$46.5 萬<0.1%歷史
Fidelity Covington Trust316092857MSCI RL EST ETF16,935$46.1 萬<0.1%–
GNRCGenerac Holdings Inc.Stock2,947$45.8 萬<0.1%歷史
CVSACovista Inc.COM5,610$44.2 萬<0.1%歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF15,700$40.6 萬<0.1%–
HUBGHub Group, Inc.CL A8,558$39.2 萬<0.1%歷史
IDXXIDEXX Laboratories IncCOM806$38.1 萬<0.1%歷史
iShares Tr46436E825IBONDS 29 TRM TS17,560$38.0 萬<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF8,965$37.4 萬<0.1%–
JBHTHunt J B Transport Services IncCOM2,178$37.1 萬<0.1%歷史
ZIONZions Bancorporation, National AssociationCOM6,888$35.7 萬<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO2,408$34.5 萬<0.1%–
CVECenovus Energy Inc.COM17,392$34.0 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS16,876$32.0 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD13,294$31.9 萬<0.1%–
GGenpact LTDSHS9,094$31.5 萬<0.1%歷史
DOCSDoximity, Inc.CL A11,031$31.2 萬<0.1%歷史
SPDR Series Trust78464A755ST STR SP METAL4,830$30.0 萬<0.1%–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF12,963$29.8 萬<0.1%–
CNCCentene CorpStock3,992$29.3 萬<0.1%歷史
ABNBAirbnb, Inc.Stock2,078$29.2 萬<0.1%歷史
NRGNRG Energy, Inc.Stock3,867$28.7 萬<0.1%歷史
ULTAUlta Beauty, Inc.Stock778$28.5 萬<0.1%歷史
Cambria ETF Tr132061607GLB ASSET ALLO9,413$27.3 萬<0.1%–
URIUnited Rentals, Inc.COM363$27.0 萬<0.1%歷史
VOYAVoya Financial, Inc.COM3,239$23.8 萬<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,619$23.5 萬<0.1%歷史
iShares Inc464286509MSCI CDA ETF6,122$23.4 萬<0.1%–
XELXcel Energy IncStock3,955$22.8 萬<0.1%歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR5,270$22.8 萬<0.1%–
OXYOccidental Petroleum CorpStock3,757$22.6 萬<0.1%歷史
EXPEExpedia Group, Inc.Stock1,762$22.6 萬<0.1%歷史
VRSNVerisign IncCOM1,197$22.3 萬<0.1%歷史
DGDollar General CorpCOM1,901$22.3 萬<0.1%歷史
EOGEOG Resources IncStock1,775$22.2 萬<0.1%歷史
CNICanadian National Railway CoStock1,935$22.2 萬<0.1%歷史
BUSEFirst Busey CorpCOM NEW7,963$21.9 萬<0.1%歷史
WFRDWeatherford International plcORD SHS1,888$21.7 萬<0.1%歷史
DBCInvesco DB Commodity Index Tracking FundUNIT9,714$21.5 萬<0.1%歷史
Cambria ETF Tr132061706EMRG SHAREHLDR6,303$21.0 萬<0.1%–
iShares Tr46429B614MSCI INDIA SM CP2,528$20.9 萬<0.1%–
DKNGDraftKings Inc.Stock5,670$20.8 萬<0.1%歷史
CLXClorox CoStock1,554$20.8 萬<0.1%歷史
SHWSherwin Williams CoCOM583$20.6 萬<0.1%歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG7,115$20.4 萬<0.1%–
Morgan Stanley ETF Trust61774R825EATO VA DURA ETF4,051$20.4 萬<0.1%–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.5,274$20.4 萬<0.1%–
PINSPinterest, Inc.CL A5,454$20.4 萬<0.1%歷史
LOGILogitech International S.A.SHS2,306$20.4 萬<0.1%歷史
ECLEcolab Inc.Stock821$20.3 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U786FT VEST U.S5,600$20.3 萬<0.1%–
iShares Tr464289883CORE 30 70 ETF5,420$20.2 萬<0.1%–
Innovator ETFs Tr45783Y632PREM INCM 10 BAR8,152$20.2 萬<0.1%–
GAINGladstone Investment CorporationdeCEF14,296$20.1 萬<0.1%歷史
Advisorshares Tr00768Y495PURE CANNABIS49,768$17.1 萬<0.1%–
UUUUEnergy Fuels IncCOM NEW10,169$5.59 萬<0.1%歷史
ADPTAdaptive Biotechnologies CorpCOM10,040$4.46 萬<0.1%歷史
NOKNokia CorpSPONSORED ADR10,796$4.15 萬<0.1%歷史
TRAWTraws Pharma, Inc.COM NEW12,700$5,460<0.1%歷史
MEHCQChrome Holding Co.CLASS A COM10,000$4,398<0.1%歷史