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 |
|---|---|---|---|---|---|---|---|---|
| ENSG | ENSIGN GROUP INC | $2.58万 | 0.00% | 160 | -32,796 | -99.5% | -$528.38万 | 减仓 |
| ING | ING GROEP N.V. | $2.58万 | 0.00% | 821 | 313 | 61.6% | $9,833 | 加仓 |
| F | FORD MTR CO | $2.60万 | 0.00% | 1,868 | 617 | 49.3% | $8,578 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $2.60万 | 0.00% | 596 | 515 | 635.8% | $2.25万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.61万 | 0.00% | 134 | 50 | 59.5% | $9,746 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2.63万 | 0.00% | 99 | 1 | 1.0% | $266 | 加仓 |
| ATEN | A10 NETWORKS INC | $2.64万 | 0.00% | 707 | 707 | — | $2.64万 | 新建仓 |
| CXT | CRANE NXT CO | $2.65万 | 0.00% | 517 | -46 | -8.2% | -$2,353 | 减仓 |
| HR | HEALTHCARE RLTY TR | $2.65万 | 0.00% | 1,313 | -167 | -11.3% | -$3,370 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $2.69万 | 0.00% | 386 | 360 | 1,384.6% | $2.51万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.71万 | 0.00% | 148 | 32 | 27.6% | $5,859 | 加仓 |
| WCC | WESCO INTL INC | $2.74万 | 0.00% | 79 | -1 | -1.2% | -$347 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $2.78万 | 0.00% | 384 | -31 | -7.5% | -$2,246 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $2.81万 | 0.00% | 2,096 | 680 | 48.0% | $9,105 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $2.84万 | 0.00% | 1,046 | -2,162 | -67.4% | -$5.86万 | 减仓 |
| IYW | ISHARES TR | $2.84万 | 0.00% | 112 | -105 | -48.4% | -$2.66万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.86万 | 0.00% | 81 | 11 | 15.7% | $3,880 | 加仓 |
| DGRW | WISDOMTREE TR | $2.90万 | 0.00% | 303 | 303 | — | $2.90万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.91万 | 0.00% | 287 | -28 | -8.9% | -$2,835 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.91万 | 0.00% | 281 | -17 | -5.7% | -$1,759 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.94万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $2.95万 | 0.00% | 1,127 | -621 | -35.5% | -$1.63万 | 减仓 |
| AYI | ACUITY INC | $2.98万 | 0.00% | 79 | -23 | -22.5% | -$8,673 | 减仓 |
| CVNA | CARVANA CO | $2.99万 | 0.00% | 454 | 109 | 31.6% | $7,174 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.00万 | 0.00% | 138 | 19 | 16.0% | $4,136 | 加仓 |
| ENVA | ENOVA INTL INC | $3.01万 | 0.00% | 125 | 18 | 16.8% | $4,333 | 加仓 |
| ICLN | ISHARES TR | $3.05万 | 0.00% | 1,488 | 1,488 | — | $3.05万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $3.05万 | 0.00% | 543 | -28,853 | -98.2% | -$162.21万 | 减仓 |
| O | REALTY INCOME CORP | $3.12万 | 0.00% | 501 | -45 | -8.2% | -$2,801 | 减仓 |
| CBRE | CBRE GROUP INC | $3.12万 | 0.00% | 231 | -18 | -7.2% | -$2,435 | 减仓 |
| ALL | ALLSTATE CORP | $3.16万 | 0.00% | 132 | -1,115 | -89.4% | -$26.66万 | 减仓 |
| OKE | ONEOK INC NEW | $3.16万 | 0.00% | 363 | 149 | 69.6% | $1.30万 | 加仓 |
| MTZ | MASTEC INC | $3.16万 | 0.00% | 76 | 54 | 245.5% | $2.25万 | 加仓 |
| ENTG | ENTEGRIS INC | $3.17万 | 0.00% | 176 | 120 | 214.3% | $2.16万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $3.17万 | 0.00% | 132 | 63 | 91.3% | $1.51万 | 加仓 |
| VSEC | VSE CORP | $3.18万 | 0.00% | 139 | 25 | 21.9% | $5,715 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3.19万 | 0.00% | 51 | -18 | -26.1% | -$1.13万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $3.19万 | 0.00% | 448 | -21 | -4.5% | -$1,497 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $3.19万 | 0.00% | 25 | 9 | 56.2% | $1.15万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $3.20万 | 0.00% | 145 | 145 | — | $3.20万 | 新建仓 |
| CGNX | COGNEX CORP | $3.21万 | 0.00% | 443 | 99 | 28.8% | $7,178 | 加仓 |
| DVY | ISHARES TR | $3.22万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $3.22万 | 0.00% | 157 | 4 | 2.6% | $821 | 加仓 |
| AON | AON PLC | $3.22万 | 0.00% | 97 | -7 | -6.7% | -$2,326 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $3.23万 | 0.00% | 122 | -27 | -18.1% | -$7,158 | 减仓 |
| Q | QNITY ELECTRONICS INC | $3.25万 | 0.00% | 199 | 54 | 37.2% | $8,824 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $3.25万 | 0.00% | 377 | 68 | 22.0% | $5,869 | 加仓 |
| CSGP | COSTAR GROUP INC | $3.27万 | 0.00% | 1,156 | 288 | 33.2% | $8,156 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.30万 | 0.00% | 365 | 232 | 174.4% | $2.10万 | 加仓 |
| FNV | FRANCO NEV CORP | $3.32万 | 0.00% | 159 | 43 | 37.1% | $8,990 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.37万 | 0.00% | 408 | 408 | — | $3.37万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $3.42万 | 0.00% | 165 | 93 | 129.2% | $1.93万 | 加仓 |
| BE | BLOOM ENERGY CORP | $3.45万 | 0.00% | 114 | 99 | 660.0% | $3.00万 | 加仓 |
| UBS | UBS GROUP AG | $3.46万 | 0.00% | 697 | 286 | 69.6% | $1.42万 | 加仓 |
| OKTA | OKTA INC | $3.47万 | 0.00% | 254 | 13 | 5.4% | $1,774 | 加仓 |
| ALAB | ASTERA LABS INC | $3.48万 | 0.00% | 72 | 35 | 94.6% | $1.69万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.49万 | 0.00% | 25 | -1 | -3.8% | -$1,396 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $3.51万 | 0.00% | 206 | 206 | — | $3.51万 | 新建仓 |
| NRG | NRG ENERGY INC | $3.54万 | 0.00% | 242 | -284 | -54.0% | -$4.16万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $3.58万 | 0.00% | 379 | -182 | -32.4% | -$1.72万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $3.59万 | 0.00% | 943 | -59 | -5.9% | -$2,248 | 减仓 |
| WT | WISDOMTREE INC | $3.60万 | 0.00% | 2,128 | -237 | -10.0% | -$4,015 | 减仓 |
| THC | TENET HEALTHCARE CORP | $3.61万 | 0.00% | 193 | -28,808 | -99.3% | -$539.40万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $3.65万 | 0.00% | 203 | 11 | 5.7% | $1,976 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.67万 | 0.00% | 811 | 8 | 1.0% | $362 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $3.68万 | 0.00% | 265 | 66 | 33.2% | $9,172 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $3.72万 | 0.00% | 912 | -378 | -29.3% | -$1.54万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3.73万 | 0.00% | 1,070 | 1,070 | — | $3.73万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $3.76万 | 0.00% | 3,139 | 528 | 20.2% | $6,331 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.80万 | 0.00% | 1,116 | -51 | -4.4% | -$1,735 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $3.82万 | 0.00% | 545 | 136 | 33.3% | $9,539 | 加仓 |
| NTRA | NATERA INC | $3.85万 | 0.00% | 142 | 48 | 51.1% | $1.30万 | 加仓 |
| NI | NISOURCE INC | $3.86万 | 0.00% | 811 | 220 | 37.2% | $1.05万 | 加仓 |
| HLN | HALEON PLC | $3.89万 | 0.00% | 4,174 | 1,359 | 48.3% | $1.27万 | 加仓 |
| IWR | ISHARES TR | $3.94万 | 0.00% | 357 | -5 | -1.4% | -$553 | 减仓 |
| SRE | SEMPRA | $3.95万 | 0.00% | 422 | -9 | -2.1% | -$842 | 减仓 |
| MKSI | MKS INC. | $3.96万 | 0.00% | 89 | 50 | 128.2% | $2.22万 | 加仓 |
| AIZ | ASSURANT INC | $3.97万 | 0.00% | 147 | 39 | 36.1% | $1.05万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $4.01万 | 0.00% | 911 | 792 | 665.5% | $3.49万 | 加仓 |
| HAS | HASBRO INC | $4.01万 | 0.00% | 486 | 135 | 38.5% | $1.12万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4.04万 | 0.00% | 1,394 | 1,271 | 1,033.3% | $3.68万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $4.07万 | 0.00% | 280 | 19 | 7.3% | $2,759 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.11万 | 0.00% | 2,562 | 1,794 | 233.6% | $2.88万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $4.17万 | 0.00% | 2,242 | 406 | 22.1% | $7,546 | 加仓 |
| DAL | DELTA AIR LINES INC | $4.17万 | 0.00% | 445 | 147 | 49.3% | $1.38万 | 加仓 |
| BX | BLACKSTONE INC | $4.18万 | 0.00% | 354 | 114 | 47.5% | $1.34万 | 加仓 |
| CNC | CENTENE CORP DEL | $4.21万 | 0.00% | 656 | 540 | 465.5% | $3.47万 | 加仓 |
| IR | INGERSOLL RAND INC | $4.22万 | 0.00% | 514 | -106 | -17.1% | -$8,694 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $4.22万 | 0.00% | 465 | 195 | 72.2% | $1.77万 | 加仓 |
| SXI | STANDEX INTL CORP | $4.23万 | 0.00% | 118 | -12 | -9.2% | -$4,303 | 减仓 |
| WTFC | WINTRUST FINL CORP | $4.24万 | 0.00% | 263 | 60 | 29.6% | $9,662 | 加仓 |
| IMO | IMPERIAL OIL LTD | $4.24万 | 0.00% | 376 | 45 | 13.6% | $5,071 | 加仓 |
| XAR | SPDR SERIES TRUST | $4.27万 | 0.00% | 150 | 27 | 22.0% | $7,679 | 加仓 |
| ITT | ITT INC | $4.30万 | 0.00% | 217 | 84 | 63.2% | $1.67万 | 加仓 |
| GLPI | GAMING & LEISURE P | $4.34万 | 0.00% | 973 | 180 | 22.7% | $8,023 | 加仓 |
| DTE | DTE ENERGY CO | $4.43万 | 0.00% | 288 | 90 | 45.5% | $1.38万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $4.44万 | 0.00% | 202 | 202 | — | $4.44万 | 新建仓 |
| ADC | AGREE RLTY CORP | $4.47万 | 0.00% | 588 | -10 | -1.7% | -$760 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $4.53万 | 0.00% | 577 | -77,717 | -99.3% | -$609.80万 | 减仓 |
| BPOP | POPULAR INC | $4.53万 | 0.00% | 275 | 113 | 69.8% | $1.86万 | 加仓 |