Transamerica Financial Advisors, LLC
CEDAR RAPIDS IA · SEC CIK 0001502149
$11.81亿2026Q2 申报市值
2,180持仓数
22.3%前十大占比 · 第一大 5.7%
320 / 133新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INVESCO EXCHANGE 加仓+$1,270.04万
FLEX 加仓+$1,172.73万
EIX 加仓+$758.41万
SNDK 加仓+$719.65万
ETR 加仓+$712.75万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$3,851.01万
APH 减仓-$1,693.47万
INVESCO EXCHANGE 减仓-$1,373.80万
AAPL 减仓-$1,058.39万
ANET 减仓-$919.00万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $1,364 | 0.00% | 12 | -8 | -40.0% | -$909 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1,369 | 0.00% | 128 | -110 | -46.2% | -$1,176 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $1,379 | 0.00% | 16 | -1,589 | -99.0% | -$13.70万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $1,380 | 0.00% | 22 | -14 | -38.9% | -$878 | 减仓 |
| ATRO | ASTRONICS CORP | $1,381 | 0.00% | 17 | 17 | — | $1,381 | 新建仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $1,384 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $1,389 | 0.00% | 3 | -1 | -25.0% | -$463 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $1,391 | 0.00% | 56 | 56 | — | $1,391 | 新建仓 |
| HCKT | HACKETT GROUP INC | $1,404 | 0.00% | 129 | 129 | — | $1,404 | 新建仓 |
| MMS | MAXIMUS INC | $1,405 | 0.00% | 26 | 11 | 73.3% | $594 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,414 | 0.00% | 23 | -773 | -97.1% | -$4.75万 | 减仓 |
| FSLR | FIRST SOLAR INC | $1,415 | 0.00% | 6 | 2 | 50.0% | $472 | 加仓 |
| RLI | RLI CORP | $1,417 | 0.00% | 24 | 14 | 140.0% | $827 | 重新持有 |
| EL | LAUDER ESTEE COS INC | $1,421 | 0.00% | 18 | -201 | -91.8% | -$1.59万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $1,421 | 0.00% | 16 | 6 | 60.0% | $533 | 加仓 |
| RDN | RADIAN GROUP INC | $1,431 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1,432 | 0.00% | 20 | -66 | -76.7% | -$4,726 | 减仓 |
| PRI | PRIMERICA INC | $1,437 | 0.00% | 5 | -4 | -44.4% | -$1,150 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $1,442 | 0.00% | 13 | 6 | 85.7% | $666 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $1,444 | 0.00% | 86 | 76 | 760.0% | $1,276 | 加仓 |
| LSTR | LANDSTAR SYS INC | $1,447 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $1,452 | 0.00% | 5 | 1 | 25.0% | $290 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $1,452 | 0.00% | 68 | 15 | 28.3% | $320 | 加仓 |
| HUN | HUNTSMAN CORP | $1,454 | 0.00% | 137 | 8 | 6.2% | $85 | 加仓 |
| — | CHART INDS INC | $1,462 | 0.00% | 7 | 2 | 40.0% | $418 | 加仓 |
| VVV | VALVOLINE INC | $1,462 | 0.00% | 37 | 37 | — | $1,462 | 新建仓 |
| BIO | BIO RAD LABS INC | $1,468 | 0.00% | 5 | 2 | 66.7% | $587 | 加仓 |
| ESS | ESSEX PPTY TR INC | $1,470 | 0.00% | 5 | 1 | 25.0% | $294 | 加仓 |
| DOCS | DOXIMITY INC | $1,472 | 0.00% | 71 | 57 | 407.1% | $1,182 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $1,482 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $1,488 | 0.00% | 16 | -12 | -42.9% | -$1,116 | 减仓 |
| DRS | LEONARDO DRS INC | $1,493 | 0.00% | 35 | 17 | 94.4% | $725 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $1,498 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $1,501 | 0.00% | 28 | -5 | -15.2% | -$268 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1,501 | 0.00% | 13 | 12 | 1,200.0% | $1,386 | 加仓 |
| MYRG | MYR GROUP INC | $1,501 | 0.00% | 3 | 3 | — | $1,501 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $1,506 | 0.00% | 47 | 1 | 2.2% | $32 | 加仓 |
| NPO | ENPRO INC | $1,507 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $1,515 | 0.00% | 23 | 11 | 91.7% | $725 | 加仓 |
| AMCR | AMCOR PLC | $1,517 | 0.00% | 35 | 16 | 84.2% | $693 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,521 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1,521 | 0.00% | 42 | 42 | — | $1,521 | 新建仓 |
| REG | REGENCY CTRS CORP | $1,528 | 0.00% | 19 | 4 | 26.7% | $322 | 加仓 |
| KMX | CARMAX INC | $1,533 | 0.00% | 29 | 15 | 107.1% | $793 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $1,535 | 0.00% | 130 | 130 | — | $1,535 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $1,542 | 0.00% | 114 | 56 | 96.6% | $757 | 加仓 |
| FLRN | SPDR SERIES TRUST | $1,564 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $1,582 | 0.00% | 6 | 2 | 50.0% | $527 | 加仓 |
| OGN | ORGANON & CO | $1,592 | 0.00% | 117 | 76 | 185.4% | $1,034 | 重新持有 |
| SPLB | SPDR SERIES TRUST | $1,595 | 0.00% | 71 | -5 | -6.6% | -$112 | 减仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $1,596 | 0.00% | 95 | 4 | 4.4% | $67 | 加仓 |
| KRMN | KARMAN HLDGS INC | $1,597 | 0.00% | 32 | 18 | 128.6% | $898 | 加仓 |
| SPSC | SPS COMM INC | $1,600 | 0.00% | 28 | 27 | 2,700.0% | $1,543 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,602 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $1,604 | 0.00% | 101 | 84 | 494.1% | $1,334 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $1,611 | 0.00% | 30 | 3 | 11.1% | $161 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $1,627 | 0.00% | 175 | 175 | — | $1,627 | 新建仓 |
| PRGO | PERRIGO CO PLC | $1,641 | 0.00% | 158 | 88 | 125.7% | $914 | 加仓 |
| IWM | ISHARES TR | $1,649 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NWPX | NWPX INFRASTRUCTURE INC | $1,649 | 0.00% | 11 | 11 | — | $1,649 | 新建仓 |
| MSTR | STRATEGY INC | $1,651 | 0.00% | 19 | -1 | -5.0% | -$87 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $1,663 | 0.00% | 19 | 2 | 11.8% | $175 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,665 | 0.00% | 21 | -12 | -36.4% | -$951 | 减仓 |
| PODD | INSULET CORP | $1,674 | 0.00% | 11 | -68 | -86.1% | -$1.03万 | 减仓 |
| ORI | OLD REP INTL CORP | $1,677 | 0.00% | 41 | 9 | 28.1% | $368 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,678 | 0.00% | 2 | 2 | — | $1,678 | 新建仓 |
| RBRK | RUBRIK INC. | $1,685 | 0.00% | 21 | 9 | 75.0% | $722 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $1,698 | 0.00% | 31 | -1 | -3.1% | -$55 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $1,711 | 0.00% | 39 | 30 | 333.3% | $1,316 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,715 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $1,716 | 0.00% | 7 | 4 | 133.3% | $981 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $1,722 | 0.00% | 51 | 37 | 264.3% | $1,249 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $1,751 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1,751 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $1,759 | 0.00% | 136 | 132 | 3,300.0% | $1,707 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1,778 | 0.00% | 53 | 45 | 562.5% | $1,510 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $1,780 | 0.00% | 68 | 61 | 871.4% | $1,597 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1,806 | 0.00% | 30 | -6 | -16.7% | -$361 | 减仓 |
| DB | DEUTSCHE BK AG | $1,823 | 0.00% | 54 | -287 | -84.2% | -$9,689 | 重新持有 |
| STLA | STELLANTIS N.V | $1,836 | 0.00% | 320 | 320 | — | $1,836 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,845 | 0.00% | 15 | -32 | -68.1% | -$3,936 | 减仓 |
| ATR | APTARGROUP INC | $1,878 | 0.00% | 15 | -11 | -42.3% | -$1,377 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,891 | 0.00% | 109 | 44 | 67.7% | $763 | 加仓 |
| EPOL | ISHARES TR | $1,900 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $1,907 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $1,910 | 0.00% | 14 | 8 | 133.3% | $1,091 | 加仓 |
| TTD | THE TRADE DESK INC | $1,914 | 0.00% | 105 | -9 | -7.9% | -$164 | 减仓 |
| PPL | PPL CORP | $1,917 | 0.00% | 52 | -26 | -33.3% | -$958 | 减仓 |
| HP | HELMERICH & PAYNE INC | $1,919 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $1,920 | 0.00% | 15 | 15 | — | $1,920 | 新建仓 |
| BRKR | BRUKER CORP | $1,927 | 0.00% | 32 | 1 | 3.2% | $60 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $1,931 | 0.00% | 37 | 13 | 54.2% | $678 | 加仓 |
| S | SENTINELONE INC | $1,934 | 0.00% | 114 | 38 | 50.0% | $645 | 加仓 |
| PPLI | PEOPLE INC | $1,938 | 0.00% | 42 | -16 | -27.6% | -$738 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $1,941 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1,953 | 0.00% | 1 | 1 | — | $1,953 | 新建仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $1,958 | 0.00% | 22 | 22 | — | $1,958 | 新建仓 |
| ALNT | ALLIENT INC | $1,958 | 0.00% | 19 | 19 | — | $1,958 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $1,971 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1,984 | 0.00% | 49 | 21 | 75.0% | $850 | 加仓 |