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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 4 季持倉

持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
1,066
較 2024 年第 3 季 −17
總值
$34.5 億
較 2024 年第 3 季 +$3,343 萬 (+1.0%)
申報日
2025/1/17
SEC
Mutual Advisors, LLC 在 2024 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
MKCMcCormick & Co IncStock3,248$23.9 萬<0.1%−339−9.5%減碼歷史
WisdomTree Tr97717W323EM MKTS QTLY DIV9,613$24.0 萬<0.1%+228+2.4%加碼–
RIVNRivian Automotive, Inc.Stock16,663$24.1 萬<0.1%−14,536−46.6%減碼歷史
iShares Tr464287127MORNINGSTR US EQ2,940$24.1 萬<0.1%00.0%不變–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY3,019$24.2 萬<0.1%−24,165−88.9%減碼–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH2,926$24.3 萬<0.1%−37−1.2%減碼–
iShares Ibonds 2029 Term High Yield and Income ETF46436E379ETF10,291$24.3 萬<0.1%+1,068+11.6%加碼–
iShares Inc46434G780MSCI SINGPOR ETF11,142$24.4 萬<0.1%+11,142新進–
Vanguard BD Index FDS92203C303VANGUARD ULTRA4,929$24.5 萬<0.1%+4,929新進–
Innovator ETFs Trust45784N106EQUITY DEFINED P9,765$24.6 萬<0.1%+9,765新進–
PAAPlains All American Pipeline LPUNIT LTD PARTN12,205$24.6 萬<0.1%00.0%不變歷史
KEYKeycorpCOM13,824$24.7 萬<0.1%−10−0.1%減碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT6,060$24.7 萬<0.1%+577+10.5%加碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK19,728$24.7 萬<0.1%+1,402+7.7%加碼歷史
SILASila Realty Trust, Inc.COMMON STOCK10,178$24.8 萬<0.1%+20.0%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE5,411$24.8 萬<0.1%−22−0.4%減碼–
PCARPaccar IncCOM2,269$24.8 萬<0.1%−784−25.7%減碼歷史
iShares Tr46438G653IBONDS DEC 20349,816$24.8 萬<0.1%+9,816新進–
ICLRIcon PLCCOM1,230$24.9 萬<0.1%+260+26.8%加碼歷史
First Tr Exchng Traded FD VI33740F599FT VEST US EQT5,714$24.9 萬<0.1%−1,200−17.4%減碼–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD3,348$25.0 萬<0.1%+282+9.2%加碼–
BlackRock ETF Trust II092528884SHORT TERM CALIF5,000$25.1 萬<0.1%00.0%不變–
JKHYJack Henry & Associates IncStock1,462$25.2 萬<0.1%−177−10.8%減碼歷史
SUNSunoco LPCOM UT REP LP4,621$25.3 萬<0.1%00.0%不變歷史
GEHCGE HealthCare Technologies Inc.Stock2,984$25.4 萬<0.1%−353−10.6%減碼歷史
First Tr Exchange-Traded FD336917109SHS6,213$25.4 萬<0.1%−405−6.1%減碼–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.6,343$25.6 萬<0.1%+6,343新進–
GWREGuidewire Software, Inc.COM1,431$25.7 萬<0.1%−24−1.6%減碼歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT5,000$25.8 萬<0.1%00.0%不變–
WSMWilliams Sonoma IncCOM1,297$25.8 萬<0.1%+1,297新進歷史
EWEdwards Lifesciences CorpStock3,716$26.0 萬<0.1%−110−2.9%減碼歷史
LACLithium Americas Corp.Stock75,866$26.1 萬<0.1%00.0%不變歷史
ROLRollins IncCOM5,405$26.1 萬<0.1%+618+12.9%加碼歷史
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL2,648$26.1 萬<0.1%+90+3.5%加碼–
BCSFBain Capital Specialty Finance, Inc.COM STK14,994$26.1 萬<0.1%+213+1.4%加碼歷史
VLTOVeralto CorpStock2,521$26.2 萬<0.1%+11+0.4%加碼歷史
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST4,841$26.2 萬<0.1%+4,841新進–
Schwab Fundamental International Equity ETF808524755ETF7,853$26.3 萬<0.1%+1,341+20.6%加碼–
WELLWelltower Inc.REIT2,045$26.3 萬<0.1%+15+0.7%加碼歷史
iShares Tr464287838U.S. BAS MTL ETF1,949$26.6 萬<0.1%−6,981−78.2%減碼–
HEIHeico CorpCOM1,129$26.6 萬<0.1%−61−5.1%減碼歷史
Global X FDS37954Y475S&P 500 COVERED6,265$26.6 萬<0.1%+6,265新進–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF12,400$26.7 萬<0.1%−2,200−15.1%減碼–
UBSIUnited Bankshares IncCOM7,018$26.7 萬<0.1%00.0%不變歷史
GENGen Digital Inc.Stock9,801$26.8 萬<0.1%−115−1.2%減碼歷史
WMBWilliams Companies, Inc.COM4,534$26.8 萬<0.1%+10.0%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,630$26.9 萬<0.1%−551−25.3%減碼歷史
AWKAmerican Water Works Company, Inc.Stock2,132$26.9 萬<0.1%+17+0.8%加碼歷史
MARMarriott International IncStock977$27.0 萬<0.1%−67−6.4%減碼歷史
PWRQuanta Services, Inc.COM804$27.0 萬<0.1%−107−11.7%減碼歷史
ITGartner IncCOM528$27.0 萬<0.1%−14−2.6%減碼歷史
Alps ETF Tr00162Q387OSHARES US QUALT5,089$27.1 萬<0.1%+10.0%加碼–
POWLPowell Industries IncStock1,055$27.1 萬<0.1%+1,055新進歷史
Tidal Trust I886364637FOLI AL RATE ETF7,364$27.2 萬<0.1%−276−3.6%減碼–
Goldman Sachs ETF Tr381430396JUST US LRG CP3,228$27.2 萬<0.1%−1,106−25.5%減碼–
WSFSWSFS Financial CorpCOM5,090$27.2 萬<0.1%00.0%不變歷史
DBX ETF Tr233051432XTRACK USD HIGH7,500$27.3 萬<0.1%−9−0.1%減碼–
BHPBHP Group LtdADR5,517$27.3 萬<0.1%−133−2.4%減碼歷史
CUBECubeSmartREIT6,640$27.6 萬<0.1%−249−3.6%減碼歷史
AXAxos Financial, Inc.COM3,885$27.6 萬<0.1%00.0%不變歷史
APPAppLovin CorpCOM CL A835$27.7 萬<0.1%−611−42.3%減碼歷史
RACEFerrari N.V.COM642$27.8 萬<0.1%−23−3.5%減碼歷史
LAMRLamar Advertising CoREIT2,294$27.9 萬<0.1%+45+2.0%加碼歷史
FSLRFirst Solar, Inc.Stock1,463$27.9 萬<0.1%+73+5.3%加碼歷史
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF11,170$28.0 萬<0.1%−915−7.6%減碼–
iShares Core MSCI Total International Stock ETF46432F834ETF4,219$28.0 萬<0.1%−943−18.3%減碼–
Nushares ETF Tr67092P805NUVEEN ESG INTL9,234$28.0 萬<0.1%−365−3.8%減碼–
Goldman Sachs ETF Tr381430529ACCES TREASURY2,806$28.1 萬<0.1%+2,806新進–
Global X FDS37954Y632ARTIFICIAL ETF7,230$28.1 萬<0.1%+340+4.9%加碼–
iShares Tr464287770U.S. FIN SVC ETF3,499$28.2 萬<0.1%00.0%不變–
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,877$28.3 萬<0.1%+7,877新進歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF7,652$28.3 萬<0.1%00.0%不變–
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG9,950$28.5 萬<0.1%−105−1.0%減碼–
iShares Russell Midcap ETF464287499ETF3,138$28.6 萬<0.1%−101−3.1%減碼–
AHRAmerican Healthcare REIT, Inc.COM SHS9,963$28.6 萬<0.1%+60+0.6%加碼歷史
WDAYWorkday, Inc.CL A1,141$28.6 萬<0.1%−36−3.1%減碼歷史
iShares Tr464288869MICRO-CAP ETF2,220$28.7 萬<0.1%+10.0%加碼–
Doubleline ETF Trust25861R402MORTGAGE ETF6,018$28.9 萬<0.1%+4+0.1%加碼–
American Centy ETF Tr025072562AVANTIS CORE FI7,224$29.3 萬<0.1%00.0%不變–
AMPAmeriprise Financial IncCOM537$29.3 萬<0.1%−50−8.5%減碼歷史
Sprott FDS Tr85208P303URANIUM MINERS E7,141$29.4 萬<0.1%+1,706+31.4%加碼–
First Tr Exchng Traded FD VI33740F581FT VEST NAS9,801$29.4 萬<0.1%00.0%不變–
iShares Tr464287192US TRSPRTION4,149$29.6 萬<0.1%+330+8.6%加碼–
SNOWSnowflake Inc.Stock1,778$29.8 萬<0.1%+1,778新進歷史
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM3,563$30.7 萬<0.1%00.0%不變歷史
CLSCelestica IncStock2,777$30.7 萬<0.1%−1,173−29.7%減碼歷史
INFYInfosys LtdSPONSORED ADR14,283$30.8 萬<0.1%−890−5.9%減碼歷史
FNVFranco Nevada CorpStock2,477$30.9 萬<0.1%+96+4.0%加碼歷史
STRLSterling Infrastructure, Inc.COM1,733$30.9 萬<0.1%+1,733新進歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF12,568$31.0 萬<0.1%−135,565−91.5%減碼–
First Tr Exchng Traded FD VI33740F664FT VEST US EQT7,238$31.2 萬<0.1%00.0%不變–
EQHEquitable Holdings, Inc.COM6,048$31.2 萬<0.1%−18−0.3%減碼歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC7,192$31.2 萬<0.1%00.0%不變–
MSTRStrategy IncStock852$31.3 萬<0.1%+852新進歷史
First Tr Exchng Traded FD VI33740F391FT VEST U.S9,117$31.4 萬<0.1%−500−5.2%減碼–
iShares Tr46435G326CORE MSCI INTL4,880$31.7 萬<0.1%+1,115+29.6%加碼–
RCSPIMCO Strategic Income Fund, Inc.CEF49,157$31.8 萬<0.1%+23,724+93.3%加碼歷史
PPGPPG Industries IncStock2,666$31.9 萬<0.1%+92+3.6%加碼歷史
DOXAmdocs LtdSHS3,768$31.9 萬<0.1%+496+15.2%加碼歷史
CTVACorteva, Inc.Stock5,182$31.9 萬<0.1%−513−9.0%減碼歷史

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 4 季的選擇權部位
證券類別賣權買權
TSLATesla, Inc.Stock–$72.8 萬
NVDANVIDIA CorpStock$4.58 萬–
UCOProShares Trust IIULTA BLMBG 2017–$2

2024 年第 3 季之後清倉（78 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

Mutual Advisors, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
Fidelity Covington Trust316092782VLU FACTOR ETF33,674$206.5 萬0.1%–
Innovator ETFs Trust45783Y442U S EQ 10 BUFFER67,864$199.7 萬0.1%–
BMOBank of MontrealCOM20,118$187.9 萬0.1%歷史
ProShares Tr74349Y704ULTRA BITCOIN ET58,173$170.4 萬<0.1%–
USOUnited States Oil Fund, LPUNITS18,231$133.2 萬<0.1%歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS13,608$128.3 萬<0.1%歷史
CPERUnited States Commodity Index Funds TrustCM REP COPP FD45,462$124.5 萬<0.1%歷史
ETF Ser Solutions26922A156LHA MKT ST ALP54,368$119.7 萬<0.1%–
Innovator ETFs Trust45783Y210EMERGING MRKT 1045,708$117.3 萬<0.1%–
CVICVR Energy IncCOM48,110$115.2 萬<0.1%歷史
iShares Tr464288695GLOBAL MATER ETF12,160$107.8 萬<0.1%–
ARK ETF Tr00214Q5003D PRINTING ETF42,040$84.8 萬<0.1%–
VFCV F CorpStock45,060$74.7 萬<0.1%歷史
iShares Tr464287390LATN AMER 40 ETF26,273$66.4 萬<0.1%–
BIIBBiogen Inc.COM3,420$62.9 萬<0.1%歷史
CNQCanadian Natural Resources LtdCOM16,474$57.8 萬<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY22,952$51.9 萬<0.1%–
GLWCorning IncCOM10,469$49.0 萬<0.1%歷史
PIMCO ETF Tr72201R30415+ YR US TIPS8,750$48.4 萬<0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF4,088$48.3 萬<0.1%–
AMRAlpha Metallurgical Resources, Inc.COM2,052$41.7 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF12,779$40.5 萬<0.1%–
FANGDiamondback Energy, Inc.Stock2,220$40.2 萬<0.1%歷史
Capital Group Dividend Growe14021L109SHS ETF13,005$39.9 萬<0.1%–
Kraneshares Trust500767405BOSERA MSCI CHIN15,309$38.5 萬<0.1%–
iShares Inc464286624MSCI THAILND ETF5,486$36.4 萬<0.1%–
JXNJackson Financial Inc.COM CL A3,309$32.9 萬<0.1%歷史
ProShares Tr74347R131SHRT HGH YIELD19,935$32.7 萬<0.1%–
HUMHumana IncStock1,256$32.5 萬<0.1%歷史
iShares Tr46434VBG4IBONDS DEC24 ETF12,587$31.7 萬<0.1%–
iShares Inc464286582MSCI JAPN SMCETF4,239$30.8 萬<0.1%–
First Tr Exchng Traded FD VI33740F631FT VEST US8,017$30.7 萬<0.1%–
ProShares Tr74348A210SHRT RUSSELL200016,051$30.6 萬<0.1%–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL6,018$30.4 萬<0.1%–
Innovator Equity Defined Protection ETF - 2 Yr to January 202845783Y418ETF11,676$30.4 萬<0.1%–
MOSMosaic CoCOM11,366$30.4 萬<0.1%歷史
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH9,252$29.1 萬<0.1%–
MCHPMicrochip Technology IncStock3,830$29.1 萬<0.1%歷史
OCSLOaktree Specialty Lending CorpCOM17,727$28.9 萬<0.1%歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF7,427$26.3 萬<0.1%–
DELLDell Technologies Inc.Stock2,176$26.2 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT7,070$25.1 萬<0.1%–
Amplify Blockchain Technology ETF032108607ETF6,139$25.0 萬<0.1%–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT9,289$24.4 萬<0.1%–
FICOFair Isaac CorpCOM122$24.3 萬<0.1%歷史
iShares Inc464286780MSCI STH AFR ETF4,825$24.2 萬<0.1%–
EBAYeBay IncCOM3,764$23.9 萬<0.1%歷史
iShares Tr464287382JPX NIKKEI 4003,278$23.5 萬<0.1%–
BGBunge Global SACOM SHS2,590$23.4 萬<0.1%歷史
SMCISuper Micro Computer, Inc.COM5,037$23.3 萬<0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF3,980$23.3 萬<0.1%–
LWLamb Weston Holdings, Inc.Stock2,986$23.1 萬<0.1%歷史
ARLPAlliance Resource Partners LPStock8,608$21.9 萬<0.1%歷史
ACGLArch Capital Group Ltd.Stock2,039$21.8 萬<0.1%歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV8,334$21.6 萬<0.1%–
TMToyota Motor CorpADS1,261$21.5 萬<0.1%歷史
HRLHormel Foods CorpCOM6,865$21.3 萬<0.1%歷史
Flexshares Tr33939L407MORNSTAR UPSTR5,171$20.9 萬<0.1%–
RGAReinsurance Group of America IncCOM NEW975$20.7 萬<0.1%歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF3,730$20.6 萬<0.1%–
SAPSAP SEADR863$20.6 萬<0.1%歷史
TERTeradyne, IncStock1,849$20.5 萬<0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES11,408$20.5 萬<0.1%歷史
LKQLKQ CorpCOM5,428$20.4 萬<0.1%歷史
VEEVVeeva Systems IncStock959$20.4 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,110$20.4 萬<0.1%–
VIXMProShares Trust IIVIX MDTRM FUTR N13,650$20.3 萬<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU3,000$20.3 萬<0.1%–
BURBurford Capital LtdORD SHS13,941$19.2 萬<0.1%歷史
HPIJohn Hancock Preferred Income FundSH BEN INT10,217$18.7 萬<0.1%歷史
UNGUnited States Natural Gas Fund, LPETF11,261$16.1 萬<0.1%歷史
ORANYOrangeSPONSORED ADR14,022$15.5 萬<0.1%歷史
VIXYProShares Trust IIVIX SH TRM FUTRS11,104$14.5 萬<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM10,245$6.29 萬<0.1%歷史
WEATTeucrium Commodity TrustWHEAT FD10,150$5.29 萬<0.1%歷史
BTEBaytex Energy Corp.COM14,399$4.19 萬<0.1%歷史
CLOVClover Health Investments, Corp.COM CL A10,797$4.09 萬<0.1%歷史
AQMSAqua Metals, Inc.COM10,000$1,479<0.1%歷史