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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
Legg Mason ETF Invt52468L505FRANKLIN INTL LW13,715$42.2 萬<0.1%+13,715新進–
CINFCincinnati Financial CorpCOM2,957$42.3 萬<0.1%−246−7.7%減碼歷史
FTNTFortinet, Inc.Stock4,498$42.3 萬<0.1%+768+20.6%加碼歷史
PAYXPaychex IncStock2,881$42.3 萬<0.1%+73+2.6%加碼歷史
RBLXRoblox CorpStock6,517$42.5 萬<0.1%−185−2.8%減碼歷史
STESTERIS plcSHS USD2,029$42.6 萬<0.1%+269+15.3%加碼歷史
First Trust Dow Jones Internet Index Fund33733E302ETF1,736$42.8 萬<0.1%+54+3.2%加碼–
ORLYO Reilly Automotive IncStock356$42.9 萬<0.1%−15−4.0%減碼歷史
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF17,647$43.3 萬<0.1%+190+1.1%加碼–
Fidelity MSCI Financials Index ETF316092501ETF6,107$43.3 萬<0.1%+147+2.5%加碼–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US4,042$43.3 萬<0.1%00.0%不變–
CACICACI International IncCL A955$43.4 萬<0.1%+107+12.6%加碼歷史
PHParker-Hannifin CorpStock659$43.4 萬<0.1%+46+7.5%加碼歷史
First Tr Exchng Traded FD VI33740U653FT VEST US EQT12,249$43.5 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT6,371$43.5 萬<0.1%+2,827+79.8%加碼–
XYZBlock, Inc.CL A5,040$43.5 萬<0.1%+498+11.0%加碼歷史
HSYHershey CoCOM2,830$43.6 萬<0.1%−26−0.9%減碼歷史
PYCRPaycor HCM, Inc.COM19,741$43.6 萬<0.1%+3,970+25.2%加碼歷史
Defiance Quantum ETF26922A420ETF5,380$43.7 萬<0.1%+933+21.0%加碼–
Global X FDS37960A735GBL X BLOCKCHAIN7,550$43.9 萬<0.1%+7,550新進–
iShares Tr46435G342MORTGE REL ETF20,300$44.2 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF17,265$44.2 萬<0.1%−1,870−9.8%減碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF5,044$44.3 萬<0.1%+1,783+54.7%加碼–
ADIAnalog Devices IncStock2,060$44.3 萬<0.1%+164+8.6%加碼歷史
Advisors Inner Circle FD III00775Y645STRATEGAS MACRO14,879$44.4 萬<0.1%+3,697+33.1%加碼–
ALLAllstate CorpStock2,331$44.5 萬<0.1%+465+24.9%加碼歷史
TTCToro CoCOM5,413$44.7 萬<0.1%+1,288+31.2%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,940$44.8 萬<0.1%+204+11.8%加碼歷史
First Tr Exch Traded FD III33739P855INSTL PFD SECS23,985$44.9 萬<0.1%+335+1.4%加碼–
First Tr Exchng Traded FD VI33740F649FT VEST NAS16,213$44.9 萬<0.1%+3,709+29.7%加碼–
MOHMolina Healthcare, Inc.COM1,588$44.9 萬<0.1%−43−2.6%減碼歷史
DKSDick's Sporting Goods, Inc.Stock1,980$45.0 萬<0.1%−124−5.9%減碼歷史
Exchange Listed FDS Tr30151E624CABANA MODERATE21,846$45.1 萬<0.1%−184−0.8%減碼–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT10,075$45.2 萬<0.1%+1,512+17.7%加碼–
Exchange Listed FDS Tr30151E715CABANA TARGET 1018,019$45.2 萬<0.1%−141−0.8%減碼–
CEGConstellation Energy CorpStock1,433$45.2 萬<0.1%+247+20.8%加碼歷史
TOLToll Brothers, Inc.COM3,366$45.2 萬<0.1%−27−0.8%減碼歷史
VTRVentas, Inc.REIT7,803$45.5 萬<0.1%−37−0.5%減碼歷史
First Tr Exchng Traded FD VI33740F557FT VEST NAS16,188$45.6 萬<0.1%00.0%不變–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS8,398$46.2 萬<0.1%−1,106−11.6%減碼歷史
GSKGSK plcADR13,838$46.3 萬<0.1%−423−3.0%減碼歷史
Cambria ETF Tr132061508GLB MOMENT ETF15,743$46.3 萬<0.1%−517−3.2%減碼–
VanEck ETF Trust92189F692PHARMACEUTCL ETF5,363$46.4 萬<0.1%00.0%不變–
JHXJames Hardie Industries plcSPONSORED ADR13,550$46.4 萬<0.1%−150−1.1%減碼歷史
EMEEMCOR Group, Inc.Stock909$46.4 萬<0.1%+112+14.1%加碼歷史
First Tr Exchng Traded FD VI33740F862FT VEST US EQT9,923$46.6 萬<0.1%−1,347−12.0%減碼–
KHCKraft Heinz CoStock16,096$46.6 萬<0.1%+1,281+8.6%加碼歷史
American Centy ETF Tr025072695CORE MUNI FXD IN10,242$47.0 萬<0.1%00.0%不變–
EVREvercore Inc.CLASS A1,687$47.1 萬<0.1%+1,687新進歷史
Alps ETF Tr00162Q452ALERIAN MLP9,154$47.1 萬<0.1%−6,429−41.3%減碼–
AVYAvery Dennison CorpCOM2,498$47.8 萬<0.1%+1,070+74.9%加碼歷史
DECKDeckers Outdoor CorpCOM2,296$47.8 萬<0.1%+114+5.2%加碼歷史
ACMAecomCOM4,440$47.9 萬<0.1%+22+0.5%加碼歷史
SPGSimon Property Group Inc.REIT2,784$48.1 萬<0.1%−10−0.4%減碼歷史
MPVBarings Participation InvestorsSH BEN INT28,225$48.3 萬<0.1%−1,150−3.9%減碼歷史
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY20,915$48.4 萬<0.1%+8,501+68.5%加碼–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF20,076$48.4 萬<0.1%−3,161−13.6%減碼–
VMCVulcan Materials COCOM1,802$48.5 萬<0.1%−202−10.1%減碼歷史
iShares Tr464288257MSCI ACWI ETF4,092$48.5 萬<0.1%00.0%不變–
RPMRPM International IncCOM3,860$48.8 萬<0.1%−33−0.8%減碼歷史
Flexshares Tr33939L662HIG YLD VL ETF11,934$48.8 萬<0.1%−1,932−13.9%減碼–
Fidelity MSCI Health Care Index ETF316092600ETF7,299$49.0 萬<0.1%+1,025+16.3%加碼–
CMECME Group Inc.COM2,115$49.1 萬<0.1%+90+4.4%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF11,897$49.3 萬<0.1%−293−2.4%減碼–
TRVTravelers Companies, Inc.Stock2,054$49.8 萬<0.1%+131+6.8%加碼歷史
Vanguard Communication Services ETF92204A884ETF3,195$49.9 萬<0.1%00.0%不變–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS17,011$49.9 萬<0.1%−25−0.1%減碼歷史
SNPSSynopsys IncCOM968$49.9 萬<0.1%+34+3.6%加碼歷史
LINLinde PLCStock1,158$50.1 萬<0.1%+167+16.9%加碼歷史
ZUMZZumiez IncCOM32,018$50.2 萬<0.1%00.0%不變歷史
PNWPinnacle West Capital CorpCOM5,813$50.2 萬<0.1%−17−0.3%減碼歷史
Invesco Exchange Traded FD T46137V548INTL DIVI ACHI27,490$50.6 萬<0.1%−225−0.8%減碼–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT10,981$50.6 萬<0.1%+70+0.6%加碼–
NLYAnnaly Capital Management IncREIT26,442$50.7 萬<0.1%−209−0.8%減碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR18,570$50.8 萬<0.1%−5,316−22.3%減碼–
ITWIllinois Tool Works IncStock1,985$50.8 萬<0.1%−932−32.0%減碼歷史
Innovator ETFs Trust45782C680US EQTY PWR BF13,286$51.5 萬<0.1%−10.0%減碼–
EDConsolidated Edison IncStock5,595$51.6 萬<0.1%−138−2.4%減碼歷史
DPZDominos Pizza IncCOM1,234$51.7 萬<0.1%+19+1.6%加碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA10,250$51.7 萬<0.1%−1,226−10.7%減碼–
SOBOSouth Bow CorpCOM22,276$51.7 萬<0.1%+22,276新進歷史
ALLYAlly Financial Inc.Stock13,911$52.0 萬<0.1%−39−0.3%減碼歷史
CNRCore Natural Resources, Inc.COM5,444$52.1 萬<0.1%−448−7.6%減碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF14,124$52.2 萬<0.1%00.0%不變–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN14,244$52.4 萬<0.1%+26+0.2%加碼歷史
iShares Tr46435G474FALN ANGLS USD19,458$52.5 萬<0.1%−603−3.0%減碼–
CHKPCheck Point Software Technologies LtdORD2,820$52.7 萬<0.1%−60−2.1%減碼歷史
AJGArthur J. Gallagher & Co.COM1,790$53.0 萬<0.1%+193+12.1%加碼歷史
TELTE Connectivity plcStock3,692$53.1 萬<0.1%+704+23.6%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/999921,209$53.1 萬<0.1%+5,060+31.3%加碼歷史
First Tr Exchng Traded FD VI33740F698FT VEST US EQT12,555$53.1 萬<0.1%−1,498−10.7%減碼–
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM23,816$53.4 萬<0.1%+94+0.4%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP12,529$53.8 萬<0.1%−345−2.7%減碼–
ORIOld Republic International CorpCOM15,041$54.2 萬<0.1%+4,194+38.7%加碼歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS20,045$54.2 萬<0.1%+91+0.5%加碼歷史
SYYSysco CorpStock7,429$54.4 萬<0.1%−2,694−26.6%減碼歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF21,832$54.5 萬<0.1%+410+1.9%加碼–
Fidelity Covington Trust31609A404ENHANCED INTL19,721$54.9 萬<0.1%+447+2.3%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT15,615$55.0 萬<0.1%−27,639−63.9%減碼–
RBARB Global Inc.COM6,162$55.4 萬<0.1%+338+5.8%加碼歷史

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