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
HLNE HAMILTON LANE INC $9,5600.00%95 3661.0% $3,623 加仓
LUV SOUTHWEST AIRLS CO $9,6620.00%256 12696.9% $4,756 加仓
FXL FIRST TR EXCHANGE-TRADED FD $9,7650.00%61 -25-29.1% -$4,002 减仓
VONG VANGUARD SCOTTSDALE FDS $9,7740.00%89 89— $9,774 新建仓
TRGP TARGA RES CORP $9,7780.00%39 23143.8% $5,767 加仓
JKHY HENRY JACK & ASSOC INC $9,8180.00%62 37148.0% $5,859 加仓
ALLY ALLY FINL INC $9,8300.00%250 226941.7% $8,886 加仓
SPG SIMON PPTY GROUP INC NEW $9,8400.00%52 2485.7% $4,542 加仓
AKAM AKAMAI TECHNOLOGIES INC $9,8770.00%86 61244.0% $7,006 加仓
FTDR FRONTDOOR INC $9,8840.00%187 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $9,8860.00%122 80190.5% $6,483 加仓
RKT ROCKET COS INC $9,9750.00%700 510268.4% $7,268 加仓
CCI CROWN CASTLE INC $1.00万0.00%123 -18-12.8% -$1,464 减仓
IRM IRON MTN INC DEL $1.01万0.00%98 58145.0% $6,001 加仓
JBHT HUNT J B TRANS SVCS INC $1.02万0.00%48 24100.0% $5,086 加仓
SAIA SAIA INC $1.02万0.00%29 1493.3% $4,918 加仓
J JACOBS SOLUTIONS INC $1.02万0.00%80 1625.0% $2,041 加仓
NDSN NORDSON CORP $1.02万0.00%38 19100.0% $5,118 加仓
AEE AMEREN CORP $1.05万0.00%95 67239.3% $7,388 加仓
HUBS HUBSPOT INC $1.05万0.00%43 23115.0% $5,614 加仓
ANGL VANECK ETF TRUST $1.06万0.00%368 247.0% $690 加仓
EW EDWARDS LIFESCIENCES CORP $1.06万0.00%133 98280.0% $7,847 加仓
PNR PENTAIR PLC $1.07万0.00%122 -831-87.2% -$7.27万 减仓
VLTO VERALTO CORP $1.08万0.00%121 -23-16.0% -$2,051 减仓
HUBB HUBBELL INC $1.08万0.00%22 529.4% $2,458 加仓
PRU PRUDENTIAL FINL INC $1.10万0.00%112 76211.1% $7,436 加仓
SHG SHINHAN FINANCIAL GROUP CO L $1.10万0.00%180 1691,536.4% $1.04万 加仓
PFGC PERFORMANCE FOOD GROUP CO $1.10万0.00%129 1264,200.0% $1.08万 重新持有
CPRT COPART INC $1.11万0.00%334 -81-19.5% -$2,689 减仓
— WARNER BROS DISCOVERY INC $1.11万0.00%404 218117.2% $5,986 加仓
TNL TRAVEL PLUS LEISURE CO $1.11万0.00%160 106.7% $694 加仓
NWG NATWEST GROUP PLC $1.12万0.00%714 334.8% $517 加仓
— FIRST TR EXCHANGE-TRADED FD $1.12万0.00%115 -49-29.9% -$4,784 减仓
AIT APPLIED INDL TECHNOLOGIES IN $1.12万0.00%42 00.0% — 不变
AXS AXIS CAP HLDGS LTD $1.13万0.00%110 -1-0.9% -$103 减仓
WDAY WORKDAY INC $1.13万0.00%87 58200.0% $7,535 加仓
BBHY J P MORGAN EXCHANGE TRADED F $1.13万0.00%246 -721-74.6% -$3.31万 减仓
DLTR DOLLAR TREE INC $1.13万0.00%103 4577.6% $4,946 加仓
DXCM DEXCOM INC $1.13万0.00%180 7673.1% $4,788 加仓
FLQL FRANKLIN TEMPLETON ETF TR $1.14万0.00%168 2114.3% $1,421 加仓
IBND SPDR SERIES TRUST $1.15万0.00%369 -23,573-98.5% -$73.28万 减仓
ENS ENERSYS $1.16万0.00%66 -1-1.5% -$175 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $1.16万0.00%127 -13,831-99.1% -$126.03万 减仓
TIMB TIM S A $1.16万0.00%438 43514,500.0% $1.15万 加仓
DOV DOVER CORP $1.16万0.00%55 1331.0% $2,743 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $1.17万0.00%1,036 31744.1% $3,572 加仓
BBAG J P MORGAN EXCHANGE TRADED F $1.18万0.00%256 -3,501-93.2% -$16.16万 减仓
TSCO TRACTOR SUPPLY CO $1.18万0.00%261 169183.7% $7,663 加仓
TRMB TRIMBLE INC $1.19万0.00%183 139315.9% $9,067 加仓
LITE LUMENTUM HLDGS INC $1.19万0.00%17 17— $1.19万 新建仓
YETI YETI HLDGS INC $1.20万0.00%327 8736.2% $3,183 加仓
ALGN ALIGN TECHNOLOGY INC $1.20万0.00%70 2866.7% $4,800 加仓
— HOLOGIC INC $1.20万0.00%158 119305.1% $9,039 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $1.20万0.00%203 6446.0% $3,790 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $1.21万0.00%272 -167-38.0% -$7,441 减仓
SUB ISHARES TR $1.22万0.00%114 00.0% — 不变
MIR MIRION TECHNOLOGIES INC $1.23万0.00%659 344109.2% $6,395 加仓
USDX RBB FD INC $1.23万0.00%478 -1,003-67.7% -$2.58万 减仓
EXC EXELON CORP $1.24万0.00%253 -32-11.2% -$1,571 减仓
USPH U S PHYSICAL THERAPY $1.26万0.00%166 -2-1.2% -$152 减仓
IHG INTERCONTINENTAL HOTELS GROU $1.28万0.00%95 -66-41.0% -$8,870 减仓
AEM AGNICO EAGLE MINES LTD $1.28万0.00%63 2670.3% $5,288 加仓
ZTS ZOETIS INC $1.31万0.00%110 54.8% $593 加仓
EQNR EQUINOR ASA $1.31万0.00%311 30915,450.0% $1.30万 加仓
RRX REGAL REXNORD CORPORATION $1.31万0.00%70 39125.8% $7,324 加仓
E ENI SPA $1.32万0.00%231 9569.9% $5,419 加仓
ING ING GROEP N.V. $1.32万0.00%508 -605-54.4% -$1.58万 减仓
RDDT REDDIT INC $1.33万0.00%99 -553-84.8% -$7.45万 减仓
WMS ADVANCED DRAIN SYS INC DEL $1.33万0.00%97 52115.6% $7,146 加仓
UAL UNITED AIRLS HLDGS INC $1.34万0.00%146 4341.7% $3,959 加仓
ALLE ALLEGION PLC $1.38万0.00%95 -1,119-92.2% -$16.28万 减仓
FMB FIRST TR EXCH TRADED FD III $1.40万0.00%276 -19,232-98.6% -$97.70万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $1.42万0.00%768 474161.2% $8,778 加仓
DRI DARDEN RESTAURANTS INC $1.43万0.00%72 1628.6% $3,180 加仓
GVI ISHARES TR $1.43万0.00%134 -20,696-99.4% -$221.51万 减仓
HEI/A HEICO CORP NEW $1.44万0.00%68 38126.7% $8,029 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $1.44万0.00%191 00.0% — 不变
F FORD MTR CO $1.44万0.00%1,251 40247.3% $4,641 加仓
JIG J P MORGAN EXCHANGE TRADED F $1.45万0.00%195 00.0% — 不变
L LOEWS CORP $1.45万0.00%136 5567.9% $5,871 加仓
ENVA ENOVA INTL INC $1.45万0.00%107 00.0% — 不变
FE FIRSTENERGY CORP $1.46万0.00%287 10658.6% $5,388 加仓
STLD STEEL DYNAMICS INC $1.49万0.00%82 -281-77.4% -$5.12万 减仓
KMI KINDER MORGAN INC DEL $1.51万0.00%450 246120.6% $8,248 加仓
LOB LIVE OAK BANCSHARES INC $1.52万0.00%459 11834.6% $3,907 加仓
VEEV VEEVA SYS INC $1.53万0.00%87 44102.3% $7,729 加仓
JIVE J P MORGAN EXCHANGE TRADED F $1.54万0.00%179 84.7% $687 加仓
BR BROADRIDGE FINL SOLUTIONS IN $1.57万0.00%96 4588.2% $7,372 加仓
OHI OMEGA HEALTHCARE INVS INC $1.57万0.00%359 297479.0% $1.30万 加仓
BMI BADGER METER INC $1.57万0.00%103 2227.2% $3,363 加仓
EL LAUDER ESTEE COS INC $1.58万0.00%219 122125.8% $8,777 加仓
PRM PERIMETER SOLUTIONS INC $1.59万0.00%652 28979.6% $7,057 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $1.59万0.00%196 2615.3% $2,114 加仓
LGND LIGAND PHARMACEUTICALS INC $1.60万0.00%80 00.0% — 不变
UBS UBS GROUP AG $1.61万0.00%411 -36-8.1% -$1,408 减仓
NKE NIKE INC $1.62万0.00%303 -15-4.7% -$800 减仓
CMC COMMERCIAL METALS CO $1.62万0.00%263 3213.9% $1,971 加仓
EFA ISHARES TR $1.65万0.00%170 00.0% — 不变
PODD INSULET CORP $1.66万0.00%79 731,216.7% $1.53万 加仓
— AIR LEASE CORP $1.66万0.00%255 2410.4% $1,565 加仓