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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $1,538.83万 | 1.30% | 80,770 | -22,407 | -21.7% | -$426.90万 | 减仓 |
| IVV | ISHARES TR | $1,602.49万 | 1.36% | 21,398 | 3,520 | 19.7% | $263.61万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,642.38万 | 1.39% | 54,209 | -11,887 | -18.0% | -$360.14万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $1,667.58万 | 1.41% | 63,963 | -6,613 | -9.4% | -$172.41万 | 减仓 |
| IJR | ISHARES TR | $1,714.15万 | 1.45% | 115,578 | -16,490 | -12.5% | -$244.56万 | 减仓 |
| GEV | GE VERNOVA INC | $1,740.59万 | 1.47% | 14,814 | -7,006 | -32.1% | -$823.18万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,866.14万 | 1.58% | 634,091 | -96,494 | -13.2% | -$283.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,031.91万 | 1.72% | 252,192 | -17,584 | -6.5% | -$141.67万 | 减仓 |
| AVGO | BROADCOM INC | $2,279.62万 | 1.93% | 60,347 | 659 | 1.1% | $24.89万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,341.82万 | 1.98% | 328,675 | -26,781 | -7.5% | -$190.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,657.71万 | 2.25% | 362,035 | -18,920 | -5.0% | -$138.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,394.19万 | 2.87% | 169,632 | 12,780 | 8.1% | $255.72万 | 加仓 |
| VV | VANGUARD INDEX FDS | $6,682.88万 | 5.66% | 194,320 | -22,303 | -10.3% | -$767.03万 | 减仓 |