13F 机构持仓

Transamerica Financial Advisors, LLC

CEDAR RAPIDS IA · SEC CIK 0001502149

2026Q22026Q1 更早 9 个季度 🔒
$11.74亿2026Q1 申报市值
1,930持仓数
22.8%前十大占比 · 第一大 5.5%
265 / 148新建仓 / 清仓
申报市值走势$11.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VV 5.5%
QQQ 2.7%
BND 2.4%
NVDA 2.3%
VEA 1.9%
VO 1.7%
GEV 1.6%
SCHX 1.6%
AVGO 1.6%
AAPL 1.5%

2026Q1 买入最多 按季末市值估算

INVESCO EXCHANGE 加仓+$1,544.90万
IBKR 加仓+$716.66万
TPR 加仓+$638.50万
CAH 加仓+$605.07万
ELAN 加仓+$560.34万

2026Q1 卖出最多 按季末市值估算

INVESCO EXCHANGE 减仓-$1,292.23万
TT 减仓-$822.98万
RCL 减仓-$657.33万
DELL 减仓-$635.51万
PRN 减仓-$607.27万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
OEF ISHARES TR $00.00%0 -3,702-100.0% -$126.96万 清仓
AZN ASTRAZENECA PLC $00.00%0 -2,491-100.0% -$45.80万 清仓
ITA ISHARES TR $00.00%0 -1,627-100.0% -$34.93万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -1,277-100.0% -$24.41万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -759-100.0% -$10.89万 清仓
MELI MERCADOLIBRE INC $00.00%0 —— — 申报中断
ZS ZSCALER INC $00.00%0 —— — 申报中断
SPHY SPDR SERIES TRUST $00.00%0 -636-100.0% -$1.50万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -33-100.0% -$1.47万 清仓
OTEX OPEN TEXT CORP $00.00%0 —— — 申报中断
DB DEUTSCHE BANK A G $00.00%0 —— — 申报中断
IXJ ISHARES TR $00.00%0 -133-100.0% -$1.30万 清仓
GPI GROUP 1 AUTOMOTIVE INC $00.00%0 -32-100.0% -$1.26万 清仓
IXC ISHARES TR $00.00%0 -300-100.0% -$1.26万 清仓
EXI ISHARES TR $00.00%0 -71-100.0% -$1.24万 清仓
KXI ISHARES TR $00.00%0 -178-100.0% -$1.15万 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -224-100.0% -$8,528 清仓
VTWO VANGUARD SCOTTSDALE FDS $00.00%0 -77-100.0% -$7,708 清仓
ACLS AXCELIS TECHNOLOGIES INC $00.00%0 -88-100.0% -$7,070 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -122-100.0% -$7,027 清仓
IPAR INTERPARFUMS INC $00.00%0 -64-100.0% -$5,428 清仓
— COMERICA INC $00.00%0 -61-100.0% -$5,371 清仓
TLTW ISHARES TR $00.00%0 -216-100.0% -$4,894 清仓
— QIAGEN NV $00.00%0 -102-100.0% -$4,590 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 —— — 申报中断
VGK VANGUARD INTL EQUITY INDEX F $00.00%0 -43-100.0% -$3,595 清仓
GDYN GRID DYNAMICS HLDGS INC $00.00%0 -357-100.0% -$3,224 清仓
JEPQ J P MORGAN EXCHANGE TRADED F $00.00%0 -53-100.0% -$3,112 清仓
NTES NETEASE INC $00.00%0 —— — 申报中断
— AMCOR PLC $00.00%0 -66-100.0% -$2,761 清仓
EXP EAGLE MATLS INC $00.00%0 -12-100.0% -$2,498 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -33-100.0% -$2,380 清仓
MIDD MIDDLEBY CORP $00.00%0 -15-100.0% -$2,230 清仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $00.00%0 -26-100.0% -$2,135 清仓
— EXACT SCIENCES CORP $00.00%0 -17-100.0% -$1,727 清仓
AXTA AXALTA COATING SYS LTD $00.00%0 —— — 申报中断
SHM SPDR SERIES TRUST $00.00%0 -31-100.0% -$1,498 清仓
BZ KANZHUN LIMITED $00.00%0 -73-100.0% -$1,488 清仓
CBL CBL & ASSOC PPTYS INC $00.00%0 -38-100.0% -$1,406 清仓
ZLAB ZAI LAB LTD $00.00%0 -73-100.0% -$1,288 清仓
— FINWISE BANCORP $00.00%0 -68-100.0% -$1,220 清仓
WIX WIX COM LTD $00.00%0 -11-100.0% -$1,143 清仓
MNDY MONDAY COM LTD $00.00%0 -7-100.0% -$1,033 清仓
JBSS SANFILIPPO JOHN B & SON INC $00.00%0 -14-100.0% -$988 清仓
— DAYFORCE INC $00.00%0 -14-100.0% -$968 清仓
AWR AMER STATES WTR CO $00.00%0 -13-100.0% -$942 清仓
WPP WPP PLC NEW $00.00%0 —— — 申报中断
ZG ZILLOW GROUP INC $00.00%0 —— — 申报中断
— ALEXANDER & BALDWIN INC NEW $00.00%0 -36-100.0% -$751 清仓
AHRT ARMADA HOFFLER PPTYS INC $00.00%0 -100-100.0% -$676 清仓
YORW YORK WTR CO $00.00%0 -21-100.0% -$673 清仓
RLI RLI CORP $00.00%0 —— — 申报中断
RYAN RYAN SPECIALTY HOLDINGS INC $00.00%0 —— — 申报中断
WYNN WYNN RESORTS LTD $00.00%0 -5-100.0% -$602 清仓
BFS SAUL CTRS INC $00.00%0 -19-100.0% -$599 清仓
MLCO MELCO RESORTS AND ENTMNT LTD $00.00%0 —— — 申报中断
PCYO PURE CYCLE CORP $00.00%0 -50-100.0% -$550 清仓
— CIVITAS RESOURCES INC $00.00%0 -20-100.0% -$542 清仓
PZA INVESCO EXCH TRADED FD TR II $00.00%0 -22-100.0% -$517 清仓
— TEGNA INC $00.00%0 -26-100.0% -$508 清仓
CART MAPLEBEAR INC $00.00%0 —— — 申报中断
NIQ NIQ GLOBAL INTELLIGENCE PLC $00.00%0 —— — 申报中断
H HYATT HOTELS CORP $00.00%0 —— — 申报中断
— OLYMPIC STEEL INC $00.00%0 -11-100.0% -$471 清仓
CHDN CHURCHILL DOWNS INC $00.00%0 —— — 申报中断
HAYW HAYWARD HLDGS INC $00.00%0 —— — 申报中断
TCOM TRIP COM GROUP LTD $00.00%0 -6-100.0% -$431 清仓
LLYVA LIBERTY LIVE HOLDINGS INC $00.00%0 -5-100.0% -$408 清仓
RAL RALLIANT CORP $00.00%0 —— — 申报中断
UE URBAN EDGE PPTYS $00.00%0 -21-100.0% -$403 清仓
TLN TALEN ENERGY CORP $00.00%0 —— — 申报中断
WHR WHIRLPOOL CORP $00.00%0 —— — 申报中断
SFNC SIMMONS 1ST NATL CORP $00.00%0 —— — 申报中断
HMY HARMONY GOLD MINING CO LTD $00.00%0 -17-100.0% -$338 清仓
ORA ORMAT TECHNOLOGIES INC $00.00%0 -3-100.0% -$331 清仓
RMR RMR GROUP INC $00.00%0 -22-100.0% -$328 清仓
LPX LOUISIANA PAC CORP $00.00%0 —— — 申报中断
TPYP TORTOISE CAPITAL SERIES TRUS $00.00%0 -9-100.0% -$314 清仓
— CONFLUENT INC $00.00%0 -10-100.0% -$302 清仓
— FIRST CAP INC $00.00%0 -5-100.0% -$296 清仓
EWG ISHARES INC $00.00%0 -7-100.0% -$294 清仓
SLVM SYLVAMO CORP $00.00%0 -6-100.0% -$289 清仓
ERIE ERIE INDTY CO $00.00%0 —— — 申报中断
ACCO ACCO BRANDS CORP $00.00%0 -72-100.0% -$269 清仓
KLC KINDERCARE LEARNING COMPANIE $00.00%0 -60-100.0% -$259 清仓
APOG APOGEE ENTERPRISES INC $00.00%0 -7-100.0% -$255 清仓
UMH UMH PPTYS INC $00.00%0 -16-100.0% -$255 清仓
JPST J P MORGAN EXCHANGE TRADED F $00.00%0 —— — 申报中断
PII POLARIS INC $00.00%0 —— — 申报中断
TRC TEJON RANCH CO $00.00%0 -16-100.0% -$252 清仓
IMXI INTERNATIONAL MNY EXPRESS IN $00.00%0 -16-100.0% -$246 清仓
EFOR ASGN INC $00.00%0 -5-100.0% -$241 清仓
WING WINGSTOP INC $00.00%0 —— — 申报中断
FLGT FULGENT GENETICS INC $00.00%0 -9-100.0% -$236 清仓
AIV APARTMENT INVT & MGMT CO $00.00%0 -39-100.0% -$232 清仓
PECO PHILLIPS EDISON & CO INC $00.00%0 -6-100.0% -$214 清仓
RRC RANGE RES CORP $00.00%0 —— — 申报中断
NREF NEXPOINT REAL ESTATE FIN INC $00.00%0 -15-100.0% -$211 清仓
BFAM BRIGHT HORIZONS FAM SOL IN D $00.00%0 -2-100.0% -$203 清仓
— ARES COML REAL ESTATE CORP $00.00%0 -41-100.0% -$202 清仓