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 |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNOLOGIES IN | $1.57万 | 0.00% | 46 | 4 | 9.5% | $1,364 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $1.57万 | 0.00% | 251 | -85 | -25.3% | -$5,324 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.57万 | 0.00% | 100 | 3 | 3.1% | $472 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $1.60万 | 0.00% | 26 | 10 | 62.5% | $6,143 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.60万 | 0.00% | 184 | -3,937 | -95.5% | -$34.26万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $1.64万 | 0.00% | 402 | -57 | -12.4% | -$2,332 | 减仓 |
| CMC | COMMERCIAL METALS CO | $1.66万 | 0.00% | 264 | 1 | 0.4% | $63 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1.67万 | 0.00% | 181 | 2 | 1.1% | $184 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.69万 | 0.00% | 139 | 36 | 35.0% | $4,366 | 加仓 |
| APTV | APTIV PLC | $1.69万 | 0.00% | 276 | 32 | 13.1% | $1,964 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $1.70万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.71万 | 0.00% | 216 | 178 | 468.4% | $1.41万 | 加仓 |
| BP | BP PLC | $1.73万 | 0.00% | 469 | -74 | -13.6% | -$2,735 | 减仓 |
| GRMN | GARMIN LTD | $1.76万 | 0.00% | 73 | -577 | -88.8% | -$13.88万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $1.76万 | 0.00% | 706 | 23 | 3.4% | $575 | 加仓 |
| INTA | INTAPP INC | $1.78万 | 0.00% | 706 | -186 | -20.9% | -$4,689 | 减仓 |
| SAP | SAP SE | $1.79万 | 0.00% | 116 | -87 | -42.9% | -$1.34万 | 减仓 |
| EFA | ISHARES TR | $1.79万 | 0.00% | 172 | 2 | 1.2% | $209 | 加仓 |
| PSMT | PRICESMART INC | $1.80万 | 0.00% | 92 | 74 | 411.1% | $1.45万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1.81万 | 0.00% | 619 | 251 | 68.2% | $7,346 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $1.81万 | 0.00% | 340 | 28 | 9.0% | $1,494 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.82万 | 0.00% | 109 | -86 | -44.1% | -$1.43万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.84万 | 0.00% | 217 | 100 | 85.5% | $8,458 | 加仓 |
| RKT | ROCKET COS INC | $1.84万 | 0.00% | 1,171 | 471 | 67.3% | $7,418 | 加仓 |
| CIB | GRUPO CIBEST SA | $1.85万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $1.85万 | 0.00% | 82 | 27 | 49.1% | $6,103 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $1.88万 | 0.00% | 303 | -68 | -18.3% | -$4,210 | 减仓 |
| SOLV | SOLVENTUM CORP | $1.90万 | 0.00% | 245 | -187 | -43.3% | -$1.45万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1.91万 | 0.00% | 160 | 160 | — | $1.91万 | 新建仓 |
| XYZ | BLOCK INC | $1.93万 | 0.00% | 254 | 101 | 66.0% | $7,676 | 加仓 |
| GEN | GEN DIGITAL INC | $1.93万 | 0.00% | 776 | 396 | 104.2% | $9,856 | 加仓 |
| FROG | JFROG LTD | $1.94万 | 0.00% | 213 | 213 | — | $1.94万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.95万 | 0.00% | 1,086 | 742 | 215.7% | $1.33万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $1.95万 | 0.00% | 244 | 130 | 114.0% | $1.04万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.96万 | 0.00% | 82 | 12 | 17.1% | $2,868 | 加仓 |
| ITRI | ITRON INC | $1.97万 | 0.00% | 228 | -27 | -10.6% | -$2,336 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.98万 | 0.00% | 325 | 325 | — | $1.98万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.98万 | 0.00% | 135 | -5,963 | -97.8% | -$87.45万 | 减仓 |
| EVR | EVERCORE INC | $2.00万 | 0.00% | 58 | -13,505 | -99.6% | -$465.08万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $2.02万 | 0.00% | 441 | -29,409 | -98.5% | -$134.75万 | 减仓 |
| MMSI | MERIT MED SYS INC | $2.04万 | 0.00% | 294 | -26 | -8.1% | -$1,803 | 减仓 |
| VEEV | VEEVA SYS INC | $2.04万 | 0.00% | 115 | 28 | 32.2% | $4,969 | 加仓 |
| COO | COOPER COS INC | $2.05万 | 0.00% | 286 | 33 | 13.0% | $2,366 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.05万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.06万 | 0.00% | 96 | -1,868 | -95.1% | -$40.07万 | 减仓 |
| PCAR | PACCAR INC | $2.12万 | 0.00% | 176 | -25 | -12.4% | -$3,007 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2.12万 | 0.00% | 118 | 15 | 14.6% | $2,694 | 加仓 |
| VICR | VICOR CORP | $2.13万 | 0.00% | 56 | 50 | 833.3% | $1.90万 | 加仓 |
| BIIB | BIOGEN INC | $2.14万 | 0.00% | 99 | 49 | 98.0% | $1.06万 | 加仓 |
| MORN | MORNINGSTAR INC | $2.14万 | 0.00% | 137 | -8 | -5.5% | -$1,252 | 减仓 |
| OSK | OSHKOSH CORP | $2.15万 | 0.00% | 140 | -125 | -47.2% | -$1.92万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $2.16万 | 0.00% | 93 | -11 | -10.6% | -$2,550 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $2.16万 | 0.00% | 2,498 | -3,314 | -57.0% | -$2.86万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $2.16万 | 0.00% | 416 | 336 | 420.0% | $1.74万 | 加仓 |
| SLV | ISHARES SILVER TR | $2.16万 | 0.00% | 404 | 404 | — | $2.16万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.16万 | 0.00% | 159 | 13 | 8.9% | $1,768 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $2.17万 | 0.00% | 125 | 30 | 31.6% | $5,198 | 加仓 |
| POOL | POOL CORP | $2.18万 | 0.00% | 101 | 16 | 18.8% | $3,448 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2.18万 | 0.00% | 701 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $2.18万 | 0.00% | 163 | 163 | — | $2.18万 | 新建仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $2.18万 | 0.00% | 1,076 | -304 | -22.0% | -$6,166 | 减仓 |
| — | ETF SER SOLUTIONS | $2.19万 | 0.00% | 266 | 266 | — | $2.19万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $2.19万 | 0.00% | 150 | -25 | -14.3% | -$3,652 | 减仓 |
| MSCI | MSCI INC | $2.20万 | 0.00% | 39 | 5 | 14.7% | $2,817 | 加仓 |
| DXCM | DEXCOM INC | $2.20万 | 0.00% | 326 | 146 | 81.1% | $9,851 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.22万 | 0.00% | 65 | 3 | 4.8% | $1,026 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $2.23万 | 0.00% | 438 | 30 | 7.4% | $1,529 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2.23万 | 0.00% | 97 | 15 | 18.3% | $3,454 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $2.25万 | 0.00% | 218 | 22 | 11.2% | $2,270 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.27万 | 0.00% | 475 | 116 | 32.3% | $5,534 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.27万 | 0.00% | 716 | 653 | 1,036.5% | $2.07万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2.30万 | 0.00% | 241 | 4 | 1.7% | $382 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2.31万 | 0.00% | 43 | -11,050 | -99.6% | -$593.62万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2.31万 | 0.00% | 172 | -261 | -60.3% | -$3.51万 | 减仓 |
| XP | XP INC | $2.31万 | 0.00% | 1,423 | 213 | 17.6% | $3,464 | 加仓 |
| EXC | EXELON CORP | $2.32万 | 0.00% | 497 | 244 | 96.4% | $1.14万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2.32万 | 0.00% | 103 | 51 | 98.1% | $1.15万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2.36万 | 0.00% | 235 | 235 | — | $2.36万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $2.36万 | 0.00% | 3,000 | 3,000 | — | $2.36万 | 新建仓 |
| HPQ | HP INC | $2.38万 | 0.00% | 1,076 | 108 | 11.2% | $2,393 | 加仓 |
| PINS | PINTEREST INC | $2.40万 | 0.00% | 1,139 | -312 | -21.5% | -$6,561 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2.40万 | 0.00% | 275 | 49 | 21.7% | $4,274 | 加仓 |
| GEF | GREIF INC | $2.41万 | 0.00% | 320 | -35 | -9.9% | -$2,636 | 减仓 |
| — | RBB FD INC | $2.42万 | 0.00% | 694 | -159 | -18.6% | -$5,552 | 减仓 |
| SGLC | RBB FD INC | $2.45万 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $2.45万 | 0.00% | 656 | -152 | -18.8% | -$5,671 | 减仓 |
| AVA | AVISTA CORP | $2.45万 | 0.00% | 598 | -176 | -22.7% | -$7,208 | 减仓 |
| HEI/A | HEICO CORP NEW | $2.45万 | 0.00% | 95 | 27 | 39.7% | $6,968 | 加仓 |
| NUE | NUCOR CORP | $2.46万 | 0.00% | 110 | -253 | -69.7% | -$5.67万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2.49万 | 0.00% | 778 | 328 | 72.9% | $1.05万 | 加仓 |
| INIO | INNIO NV | $2.49万 | 0.00% | 629 | 629 | — | $2.49万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $2.50万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $2.51万 | 0.00% | 703 | 51 | 7.8% | $1,818 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $2.52万 | 0.00% | 481 | -69 | -12.5% | -$3,619 | 减仓 |
| CVLT | COMMVAULT SYS INC | $2.52万 | 0.00% | 178 | 95 | 114.5% | $1.35万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $2.53万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $2.54万 | 0.00% | 278 | -61 | -18.0% | -$5,569 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.54万 | 0.00% | 263 | -115 | -30.4% | -$1.11万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $2.56万 | 0.00% | 117 | -11 | -8.6% | -$2,406 | 减仓 |
| MTB | M & T BK CORP | $2.56万 | 0.00% | 107 | 14 | 15.1% | $3,350 | 加仓 |