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
PCVX VAXCYTE INC $1,8010.00%31 28933.3% $1,627 加仓
TROW PRICE T ROWE GROUP INC $1,8020.00%20 00.0% — 不变
VFC V F CORP $1,8020.00%106 95863.6% $1,615 加仓
WFRD WEATHERFORD INTL PLC $1,8050.00%19 426.7% $380 加仓
TKR TIMKEN CO $1,8100.00%18 15.9% $101 加仓
CRCL CIRCLE INTERNET GROUP INC $1,8120.00%19 19— $1,812 新建仓
WEX WEX INC $1,8360.00%12 111,100.0% $1,683 重新持有
AMRZ AMRIZE LTD $1,8480.00%33 1694.1% $896 加仓
LOPE GRAND CANYON ED INC $1,8700.00%11 583.3% $850 加仓
MT ARCELORMITTAL SA LUXEMBOURG $1,8730.00%36 331,100.0% $1,717 加仓
KN KNOWLES CORP $1,8740.00%73 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $1,8900.00%10 00.0% — 不变
BYD BOYD GAMING CORP $1,8930.00%23 964.3% $741 加仓
KSS KOHLS CORP $1,8960.00%147 147— $1,896 新建仓
AAP ADVANCE AUTO PARTS INC $1,9120.00%36 1571.4% $797 加仓
LYG LLOYDS BANKING GROUP PLC $1,9160.00%381 -2,415-86.4% -$1.21万 减仓
— ISHARES INC $1,9350.00%54 -1-1.8% -$36 减仓
PAYC PAYCOM SOFTWARE INC $1,9440.00%16 11220.0% $1,336 加仓
SCHD SCHWAB STRATEGIC TR $1,9590.00%63 814.5% $249 加仓
GLOB GLOBANT S A $1,9820.00%43 31258.3% $1,429 加仓
RITM RITHM CAPITAL CORP $1,9900.00%210 -83-28.3% -$787 减仓
CPT CAMDEN PPTY TR $1,9900.00%20 -8-28.6% -$796 减仓
ECHO ECHOSTAR CORP $1,9900.00%17 161,600.0% $1,873 加仓
MTG MGIC INVT CORP WIS $1,9950.00%76 1116.9% $289 加仓
SMCI SUPER MICRO COMPUTER INC $2,0030.00%88 64266.7% $1,457 加仓
BE BLOOM ENERGY CORP $2,0320.00%15 9150.0% $1,219 加仓
RGLD ROYAL GOLD INC $2,0350.00%8 4100.0% $1,018 加仓
CWEN CLEARWAY ENERGY INC $2,0430.00%52 491,633.3% $1,925 加仓
ALV AUTOLIV INC $2,0530.00%19 19— $2,053 新建仓
MFG MIZUHO FINANCIAL GROUP INC $2,0560.00%259 00.0% — 不变
IOT SAMSARA INC $2,0590.00%65 38140.7% $1,204 加仓
TCBI TEXAS CAP BANCSHARES INC $2,0870.00%22 14.8% $95 加仓
RVTY REVVITY INC $2,1030.00%24 17242.9% $1,490 加仓
TSEM TOWER SEMICONDUCTOR LTD $2,1050.00%12 -3-20.0% -$526 减仓
HP HELMERICH & PAYNE INC $2,1120.00%58 -1-1.7% -$36 减仓
FREL FIDELITY COVINGTON TRUST $2,1150.00%78 -1,757-95.7% -$4.76万 减仓
FOXA FOX CORP $2,1220.00%36 1463.6% $825 加仓
VIK VIKING HOLDINGS LTD $2,1300.00%29 -14-32.6% -$1,028 减仓
HALO HALOZYME THERAPEUTICS INC $2,1320.00%33 -8-19.5% -$517 减仓
ALMS ALUMIS INC $2,1360.00%97 00.0% — 不变
GNRC GENERAC HLDGS INC $2,1480.00%11 6120.0% $1,172 加仓
CACI CACI INTL INC $2,1750.00%4 2100.0% $1,088 加仓
SMMT SUMMIT THERAPEUTICS INC $2,1800.00%115 1091,816.7% $2,066 加仓
SPSB SPDR SERIES TRUST $2,1900.00%72 -3-4.0% -$91 减仓
RNG RINGCENTRAL INC $2,1940.00%59 46353.8% $1,711 加仓
TS TENARIS S A $2,2100.00%38 1352.0% $756 加仓
ES EVERSOURCE ENERGY $2,2160.00%32 -3-8.6% -$208 减仓
TDC TERADATA CORP DEL $2,2290.00%87 1216.0% $307 加仓
FMS FRESENIUS MEDICAL CARE AG $2,2330.00%99 941,880.0% $2,120 加仓
PJT PJT PARTNERS INC $2,2350.00%16 00.0% — 不变
STM STMICROELECTRONICS N V $2,2450.00%65 622,066.7% $2,141 加仓
APA APA CORPORATION $2,2490.00%53 37231.2% $1,570 加仓
EWY ISHARES INC $2,2540.00%18 00.0% — 不变
PRI PRIMERICA INC $2,2720.00%9 228.6% $505 加仓
SEIC SEI INVTS CO $2,2850.00%29 838.1% $630 加仓
PPLI IAC INC $2,3210.00%58 2681.2% $1,040 加仓
OGS ONE GAS INC $2,3250.00%27 27— $2,325 新建仓
WDS WOODSIDE ENERGY GROUP LTD $2,3400.00%98 75326.1% $1,791 加仓
MKTX MARKETAXESS HLDGS INC $2,3480.00%14 555.6% $839 加仓
SIMO SILICON MOTION TECHNOLOGY CO $2,3600.00%21 640.0% $674 加仓
QGEN QIAGEN NV $2,3620.00%59 59— $2,362 新建仓
VSXY VICTORIAS SECRET AND CO $2,3640.00%51 51— $2,364 新建仓
GPK GRAPHIC PACKAGING HLDG CO $2,3930.00%238 134128.8% $1,347 加仓
TYL TYLER TECHNOLOGIES INC $2,3960.00%7 375.0% $1,027 加仓
ROL ROLLINS INC $2,4030.00%45 36400.0% $1,922 加仓
KIM KIMCO REALTY CORP $2,4260.00%108 1053,500.0% $2,359 加仓
CIG CIA ENERGETICA DE MINAS GERA $2,4280.00%1,016 1,016— $2,428 新建仓
DBX DROPBOX INC $2,4310.00%107 3039.0% $682 加仓
MLI MUELLER INDS INC $2,4400.00%22 969.2% $998 加仓
TW TRADEWEB MKTS INC $2,4700.00%21 -3-12.5% -$353 重新持有
IONS IONIS PHARMACEUTICALS INC $2,4770.00%33 33— $2,477 新建仓
MSTR STRATEGY INC $2,4960.00%20 16400.0% $1,997 加仓
DECK DECKERS OUTDOOR CORP $2,5020.00%25 -52-67.5% -$5,204 减仓
— THOMSON REUTERS CORP $2,5360.00%28 -127-81.9% -$1.15万 减仓
CACC CREDIT ACCEP CORP MICH $2,5400.00%6 6— $2,540 新建仓
ISTB ISHARES TR $2,5650.00%52 -266-83.6% -$1.31万 减仓
BIL SPDR SERIES TRUST $2,5650.00%28 947.4% $824 加仓
TTD THE TRADE DESK INC $2,5960.00%114 -3-2.6% -$68 减仓
NVMI NOVA LTD $2,6050.00%6 3100.0% $1,302 加仓
MDGL MADRIGAL PHARMACEUTICALS INC $2,6170.00%5 3150.0% $1,570 重新持有
PEN PENUMBRA INC $2,6260.00%8 -4-33.3% -$1,313 减仓
MGM MGM RESORTS INTERNATIONAL $2,6270.00%71 62688.9% $2,294 加仓
JCPB J P MORGAN EXCHANGE TRADED F $2,6360.00%56 56— $2,636 新建仓
SYNA SYNAPTICS INC $2,6610.00%38 -3-7.3% -$210 减仓
EDU NEW ORIENTAL ED & TECHNOLOGY $2,6610.00%47 47— $2,661 新建仓
PCTY PAYLOCITY HLDG CORP $2,7010.00%25 17212.5% $1,837 加仓
THO THOR INDS INC $2,7160.00%34 1578.9% $1,198 加仓
IDLV INVESCO EXCH TRADED FD TR II $2,7290.00%79 00.0% — 不变
AVAV AEROVIRONMENT INC $2,7450.00%15 15— $2,745 新建仓
PSMT PRICESMART INC $2,7490.00%18 18— $2,749 新建仓
— VROOM INC $2,7680.00%208 2056,833.3% $2,728 加仓
EELV INVESCO EXCH TRADED FD TR II $2,8490.00%101 00.0% — 不变
CMS CMS ENERGY CORP $2,8700.00%37 -30-44.8% -$2,327 减仓
PSK SPDR SERIES TRUST $2,8800.00%93 -101-52.1% -$3,128 减仓
CPAY CORPAY INC $2,9090.00%10 -3-23.1% -$873 减仓
KEX KIRBY CORP $2,9230.00%22 422.2% $531 加仓
CRL CHARLES RIV LABS INTL INC $2,9320.00%17 -1-5.6% -$172 减仓
EWT ISHARES INC $2,9680.00%41 -1-2.4% -$72 减仓
SM SM ENERGY COMPANY $2,9930.00%96 911,820.0% $2,837 加仓
FRO FRONTLINE PLC $2,9970.00%86 86— $2,997 新建仓