Transamerica Financial Advisors, LLC
CEDAR RAPIDS IA · SEC CIK 0001502149
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | $9.76万 | 0.01% | 475 | 299 | 169.9% | $6.14万 | 加仓 |
| D | DOMINION ENERGY INC | $9.76万 | 0.01% | 1,578 | 1,385 | 717.6% | $8.57万 | 加仓 |
| CDE | COEUR MNG INC | $9.93万 | 0.01% | 5,289 | 3,405 | 180.7% | $6.39万 | 加仓 |
| SE | SEA LTD | $9.94万 | 0.01% | 1,200 | 886 | 282.2% | $7.34万 | 加仓 |
| CSL | CARLISLE COS INC | $9.98万 | 0.01% | 299 | 281 | 1,561.1% | $9.38万 | 加仓 |
| ARGX | ARGENX SE | $10.00万 | 0.01% | 137 | 52 | 61.2% | $3.80万 | 加仓 |
| BA | BOEING CO | $10.03万 | 0.01% | 504 | 112 | 28.6% | $2.23万 | 加仓 |
| NNN | NNN REIT INC | $10.15万 | 0.01% | 2,414 | 1,174 | 94.7% | $4.94万 | 加仓 |
| EFX | EQUIFAX INC | $10.19万 | 0.01% | 566 | 531 | 1,517.1% | $9.56万 | 加仓 |
| WAT | WATERS CORP | $10.23万 | 0.01% | 343 | 328 | 2,186.7% | $9.79万 | 加仓 |
| LII | LENNOX INTL INC | $10.34万 | 0.01% | 222 | 213 | 2,366.7% | $9.92万 | 加仓 |
| DASH | DOORDASH INC | $10.38万 | 0.01% | 691 | -2,189 | -76.0% | -$32.89万 | 减仓 |
| ILMN | ILLUMINA INC | $10.43万 | 0.01% | 846 | 728 | 616.9% | $8.97万 | 加仓 |
| SYSB | ISHARES TR | $10.43万 | 0.01% | 1,172 | 257 | 28.1% | $2.29万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $10.45万 | 0.01% | 2,092 | 897 | 75.1% | $4.48万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $10.55万 | 0.01% | 451 | -137 | -23.3% | -$3.20万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $10.61万 | 0.01% | 637 | 616 | 2,933.3% | $10.26万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $10.63万 | 0.01% | 8,550 | 5,636 | 193.4% | $7.01万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $10.69万 | 0.01% | 240 | -259 | -51.9% | -$11.54万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $10.72万 | 0.01% | 1,988 | 1,008 | 102.9% | $5.43万 | 加仓 |
| LEN | LENNAR CORP | $10.75万 | 0.01% | 1,237 | -26 | -2.1% | -$2,259 | 减仓 |
| VIRT | VIRTU FINL INC | $10.75万 | 0.01% | 2,445 | 1,609 | 192.5% | $7.08万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $10.78万 | 0.01% | 6,120 | 6,120 | — | $10.78万 | 新建仓 |
| FISV | FISERV INC | $10.80万 | 0.01% | 1,935 | 919 | 90.5% | $5.13万 | 加仓 |
| STT | STATE STR CORP | $10.84万 | 0.01% | 856 | 512 | 148.8% | $6.49万 | 加仓 |
| DE | DEERE & CO | $10.86万 | 0.01% | 192 | -126 | -39.6% | -$7.12万 | 减仓 |
| ARW | ARROW ELECTRS INC | $10.94万 | 0.01% | 763 | 517 | 210.2% | $7.41万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $10.99万 | 0.01% | 2,018 | 1,216 | 151.6% | $6.62万 | 加仓 |
| DSI | ISHARES TR | $11.05万 | 0.01% | 911 | 44 | 5.1% | $5,336 | 加仓 |
| SNOW | SNOWFLAKE INC | $11.10万 | 0.01% | 736 | 407 | 123.7% | $6.14万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $11.11万 | 0.01% | 5,356 | 3,559 | 198.1% | $7.39万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $11.15万 | 0.01% | 163 | 16 | 10.9% | $1.09万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $11.29万 | 0.01% | 964 | 610 | 172.3% | $7.14万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $11.36万 | 0.01% | 969 | -797 | -45.1% | -$9.35万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $11.40万 | 0.01% | 235 | 73 | 45.1% | $3.54万 | 加仓 |
| IDV | ISHARES TR | $11.40万 | 0.01% | 2,677 | 1,591 | 146.5% | $6.77万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $11.42万 | 0.01% | 1,236 | -5,504 | -81.7% | -$50.86万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $11.46万 | 0.01% | 628 | 27 | 4.5% | $4,928 | 加仓 |
| KT | KT CORP | $11.60万 | 0.01% | 5,410 | 5,218 | 2,717.7% | $11.19万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $11.66万 | 0.01% | 383 | 168 | 78.1% | $5.11万 | 加仓 |
| DDOG | DATADOG INC | $11.73万 | 0.01% | 994 | -58 | -5.5% | -$6,847 | 减仓 |
| TSN | TYSON FOODS INC | $11.74万 | 0.01% | 1,832 | 251 | 15.9% | $1.61万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $11.82万 | 0.01% | 1,806 | 965 | 114.7% | $6.32万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $11.84万 | 0.01% | 903 | 550 | 155.8% | $7.21万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $12.18万 | 0.01% | 3,056 | 341 | 12.6% | $1.36万 | 加仓 |
| HXL | HEXCEL CORP NEW | $12.22万 | 0.01% | 1,509 | 1,003 | 198.2% | $8.12万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $12.23万 | 0.01% | 7,811 | -102 | -1.3% | -$1,597 | 减仓 |
| SYK | STRYKER CORPORATION | $12.27万 | 0.01% | 372 | 119 | 47.0% | $3.93万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $12.33万 | 0.01% | 534 | 499 | 1,425.7% | $11.52万 | 加仓 |
| BLBD | BLUE BIRD CORP | $12.34万 | 0.01% | 2,173 | 1,350 | 164.0% | $7.67万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $12.37万 | 0.01% | 713 | 344 | 93.2% | $5.97万 | 加仓 |
| INSM | INSMED INC | $12.39万 | 0.01% | 758 | 410 | 117.8% | $6.70万 | 加仓 |
| ADSK | AUTODESK INC | $12.45万 | 0.01% | 520 | 300 | 136.4% | $7.18万 | 加仓 |
| EBAY | EBAY INC. | $12.50万 | 0.01% | 1,373 | 152 | 12.4% | $1.38万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $12.52万 | 0.01% | 2,942 | 1,469 | 99.7% | $6.25万 | 加仓 |
| NET | CLOUDFLARE INC | $12.52万 | 0.01% | 607 | 342 | 129.1% | $7.06万 | 加仓 |
| POWL | POWELL INDS INC | $12.62万 | 0.01% | 233 | 99 | 73.9% | $5.36万 | 加仓 |
| EUSB | ISHARES TR | $12.62万 | 0.01% | 2,902 | 1,572 | 118.2% | $6.84万 | 加仓 |
| PHM | PULTE GROUP INC | $12.92万 | 0.01% | 1,096 | 673 | 159.1% | $7.94万 | 加仓 |
| EVRG | EVERGY INC | $12.93万 | 0.01% | 1,578 | 1,049 | 198.3% | $8.59万 | 加仓 |
| EPAM | EPAM SYS INC | $12.97万 | 0.01% | 958 | 680 | 244.6% | $9.21万 | 加仓 |
| KB | KB FINL GROUP INC | $12.98万 | 0.01% | 1,301 | 1,299 | 64,950.0% | $12.96万 | 重新持有 |
| NFG | NATIONAL FUEL GAS CO | $13.13万 | 0.01% | 1,389 | 670 | 93.2% | $6.33万 | 加仓 |
| — | LISTED FDS TR | $13.21万 | 0.01% | 5,753 | 1,559 | 37.2% | $3.58万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $13.22万 | 0.01% | 4,975 | 362 | 7.8% | $9,623 | 加仓 |
| JBL | JABIL INC | $13.30万 | 0.01% | 500 | -177 | -26.1% | -$4.71万 | 减仓 |
| LOGI | LOGITECH INTL S A | $13.35万 | 0.01% | 1,464 | -753 | -34.0% | -$6.87万 | 减仓 |
| — | ISHARES TR | $13.37万 | 0.01% | 4,533 | -4,033 | -47.1% | -$11.90万 | 减仓 |
| BIDU | BAIDU INC | $13.43万 | 0.01% | 1,205 | 1,205 | — | $13.43万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $13.49万 | 0.01% | 420 | 238 | 130.8% | $7.65万 | 加仓 |
| SNEX | STONEX GROUP INC | $13.59万 | 0.01% | 1,685 | 1,252 | 289.1% | $10.10万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $13.59万 | 0.01% | 1,605 | 185 | 13.0% | $1.57万 | 加仓 |
| ROKU | ROKU INC | $13.64万 | 0.01% | 1,442 | 160 | 12.5% | $1.51万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $13.68万 | 0.01% | 11,206 | 6,828 | 156.0% | $8.34万 | 加仓 |
| GL | GLOBE LIFE INC | $13.71万 | 0.01% | 984 | 441 | 81.2% | $6.14万 | 加仓 |
| FTNT | FORTINET INC | $13.84万 | 0.01% | 1,693 | 1,522 | 890.1% | $12.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $13.88万 | 0.01% | 362 | 306 | 546.4% | $11.74万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $13.89万 | 0.01% | 925 | 416 | 81.7% | $6.24万 | 加仓 |
| CRH | CRH PLC | $14.02万 | 0.01% | 1,332 | 83 | 6.6% | $8,738 | 加仓 |
| CRM | SALESFORCE INC | $14.03万 | 0.01% | 751 | 171 | 29.5% | $3.19万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $14.11万 | 0.01% | 485 | 267 | 122.5% | $7.77万 | 加仓 |
| SNPS | SYNOPSYS INC | $14.13万 | 0.01% | 356 | -8,712 | -96.1% | -$345.83万 | 减仓 |
| EXEL | EXELIXIS INC | $14.14万 | 0.01% | 3,297 | 2,168 | 192.0% | $9.30万 | 加仓 |
| CPA | COPA HOLDINGS SA | $14.18万 | 0.01% | 1,248 | -408 | -24.6% | -$4.64万 | 减仓 |
| CENX | CENTURY ALUM CO | $14.27万 | 0.01% | 2,431 | 1,421 | 140.7% | $8.34万 | 加仓 |
| CSX | CSX CORP | $14.29万 | 0.01% | 3,480 | -1,035 | -22.9% | -$4.25万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $14.30万 | 0.01% | 2,841 | 27 | 1.0% | $1,359 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $14.37万 | 0.01% | 1,675 | 893 | 114.2% | $7.66万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $14.40万 | 0.01% | 345 | -19,723 | -98.3% | -$822.98万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $14.46万 | 0.01% | 660 | 308 | 87.5% | $6.75万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $14.50万 | 0.01% | 543 | 337 | 163.6% | $9.00万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $14.57万 | 0.01% | 499 | 317 | 174.2% | $9.26万 | 加仓 |
| SONY | SONY GROUP CORP | $14.72万 | 0.01% | 7,111 | 108 | 1.5% | $2,236 | 加仓 |
| CF | CF INDUSTRIES HOLD | $14.75万 | 0.01% | 1,136 | -21 | -1.8% | -$2,727 | 减仓 |
| ENB | ENBRIDGE INC | $14.90万 | 0.01% | 2,751 | 1,820 | 195.5% | $9.85万 | 加仓 |
| AGNC | AGNC INVT CORP | $15.00万 | 0.01% | 14,785 | 6,667 | 82.1% | $6.77万 | 加仓 |
| GRMN | GARMIN LTD | $15.09万 | 0.01% | 650 | 116 | 21.7% | $2.69万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $15.19万 | 0.01% | 1,300 | 495 | 61.5% | $5.78万 | 加仓 |
| SO | SOUTHERN CO | $15.20万 | 0.01% | 1,574 | 584 | 59.0% | $5.64万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $15.36万 | 0.01% | 2,668 | 1,727 | 183.5% | $9.94万 | 加仓 |