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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $798.33万 | 0.68% | 104,301 | -11,326 | -9.8% | -$86.69万 | 减仓 |
| FTI | TECHNIPFMC PLC | $898.42万 | 0.77% | 129,959 | 6,378 | 5.2% | $44.09万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $911.84万 | 0.78% | 23,134 | -1,328 | -5.4% | -$52.34万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $912.77万 | 0.78% | 189,961 | 3,026 | 1.6% | $14.54万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $921.02万 | 0.78% | 225,574 | -17,775 | -7.3% | -$72.58万 | 减仓 |
| AMZN | AMAZON COM INC | $923.90万 | 0.79% | 44,360 | 3,098 | 7.5% | $64.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $983.63万 | 0.84% | 67,243 | 2,399 | 3.7% | $35.09万 | 加仓 |
| EME | EMCOR GROUP INC | $1,073.41万 | 0.91% | 14,538 | -531 | -3.5% | -$39.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,094.02万 | 0.93% | 29,554 | 1,442 | 5.1% | $53.38万 | 加仓 |
| IEF | ISHARES TR | $1,117.11万 | 0.95% | 117,048 | -1,174 | -1.0% | -$11.20万 | 减仓 |
| IVV | ISHARES TR | $1,167.82万 | 1.00% | 17,878 | 968 | 5.7% | $63.23万 | 加仓 |
| GOOGL | ALPHABET INC | $1,183.19万 | 1.01% | 41,145 | 612 | 1.5% | $17.60万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,211.91万 | 1.03% | 8,788 | -498 | -5.4% | -$68.68万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,268.69万 | 1.08% | 55,050 | 24,189 | 78.4% | $557.46万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,316.66万 | 1.12% | 109,878 | -8,523 | -7.2% | -$102.13万 | 减仓 |
| XSOE | WISDOMTREE TR | $1,322.41万 | 1.13% | 329,777 | -31,487 | -8.7% | -$126.26万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $1,356.76万 | 1.16% | 157,169 | -37,064 | -19.1% | -$319.96万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,371.22万 | 1.17% | 103,177 | 12,572 | 13.9% | $167.08万 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $1,372.93万 | 1.17% | 70,576 | -31,217 | -30.7% | -$607.27万 | 减仓 |
| APH | AMPHENOL CORP | $1,381.32万 | 1.18% | 109,308 | -6,104 | -5.3% | -$77.14万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,546.79万 | 1.32% | 259,739 | 259,421 | 81,578.9% | $1,544.90万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,570.59万 | 1.34% | 66,096 | -7,824 | -10.6% | -$185.92万 | 减仓 |
| IJR | ISHARES TR | $1,641.74万 | 1.40% | 132,068 | -13,424 | -9.2% | -$166.87万 | 减仓 |
| AAPL | APPLE INC | $1,771.20万 | 1.51% | 69,790 | 7,705 | 12.4% | $195.55万 | 加仓 |
| AVGO | BROADCOM INC | $1,847.40万 | 1.57% | 59,688 | -1,359 | -2.2% | -$42.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,873.22万 | 1.60% | 730,585 | -82,889 | -10.2% | -$212.53万 | 减仓 |
| GEV | GE VERNOVA INC | $1,904.69万 | 1.62% | 21,820 | -705 | -3.1% | -$61.54万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,936.86万 | 1.65% | 67,444 | -6,533 | -8.8% | -$187.62万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,277.76万 | 1.94% | 355,456 | -11,094 | -3.0% | -$71.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,735.55万 | 2.33% | 156,852 | 1,341 | 0.9% | $23.39万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,805.36万 | 2.39% | 380,955 | -26,656 | -6.5% | -$196.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,159.76万 | 2.69% | 54,744 | -6,296 | -10.3% | -$363.40万 | 减仓 |
| VV | VANGUARD INDEX FDS | $6,473.79万 | 5.52% | 216,623 | -17,195 | -7.4% | -$513.87万 | 减仓 |