13F 机构持仓

Transamerica Financial Advisors, LLC

CEDAR RAPIDS IA · SEC CIK 0001502149

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VV 5.7%
NVDA 2.9%
BND 2.2%
VEA 2.0%
AVGO 1.9%
VO 1.7%
SCHX 1.6%
GEV 1.5%
IJR 1.5%
PRN 1.4%

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
IE IVANHOE ELECTRIC INC $570.00%6 6— $57 新建仓
— PULMONX CORP $580.00%45 -11-19.6% -$14 减仓
GTN GRAY MEDIA INC $590.00%15 15— $59 新建仓
— LIVEWIRE GROUP INC $590.00%53 53— $59 新建仓
FIP FTAI INFRASTRUCTURE INC $600.00%13 00.0% — 不变
LAW CS DISCO INC $600.00%16 00.0% — 不变
— LOANDEPOT INC $600.00%48 1441.2% $18 加仓
AGI ALAMOS GOLD INC $600.00%2 2— $60 新建仓
ATEC ALPHATEC HLDGS INC $600.00%7 7— $60 新建仓
GOOD GLADSTONE COMMERCIAL CORP $610.00%5 00.0% — 不变
CHYM CHIME FINL INC $610.00%3 00.0% — 不变
RR RICHTECH ROBOTICS INC $610.00%29 29— $61 新建仓
CLW CLEARWATER PAPER CORP $620.00%4 -4-50.0% -$62 减仓
JOBY JOBY AVIATION INC $620.00%7 00.0% — 不变
— HAIN CELESTIAL GROUP INC $620.00%111 62126.5% $35 重新持有
KREF KKR REAL ESTATE FIN TR INC $620.00%9 9— $62 新建仓
USNA USANA HEALTH SCIENCES INC $640.00%3 00.0% — 不变
USAR USA RARE EARTH INC $640.00%3 00.0% — 不变
MGA MAGNA INTL INC $650.00%1 1— $65 新建仓
RCI ROGERS COMMUNICATIONS INC $650.00%2 2— $65 新建仓
SFIX STITCH FIX INC $650.00%16 16— $65 新建仓
GILT GILAT SATELLITE NETWORKS LTD $660.00%5 -32-86.5% -$422 减仓
— ZEVIA PBC $660.00%41 00.0% — 不变
METC RAMACO RES INC $660.00%5 5— $66 新建仓
PKBK PARKE BANCORP INC $660.00%2 2— $66 新建仓
KEN KENON HLDGS LTD $660.00%1 1— $66 新建仓
OTEX OPEN TEXT CORP $660.00%3 -427-99.3% -$9,394 重新持有
— CONSUMER PORTFOLIO SVCS INC $670.00%7 00.0% — 不变
— TEVOGEN BIO HLDGS INC $670.00%12 00.0% — 不变
PRGS PROGRESS SOFTWARE CORP $670.00%2 2— $67 新建仓
OPTU OPTIMUM COMMUNICATIONS INC $680.00%47 00.0% — 不变
PII POLARIS INC $680.00%1 -3-75.0% -$204 重新持有
— SEACOR MARINE HLDGS INC $680.00%9 9— $68 新建仓
UGI UGI CORP NEW $690.00%2 -16-88.9% -$552 减仓
STNG SCORPIO TANKERS INC $690.00%1 00.0% — 不变
— 1 800 FLOWERS COM INC $690.00%20 00.0% — 不变
CMTG CLAROS MTG TR INC $700.00%30 -14-31.8% -$33 减仓
ESRT EMPIRE ST RLTY TR INC $700.00%13 00.0% — 不变
UPST UPSTART HLDGS INC $700.00%2 00.0% — 不变
TTAN SERVICETITAN INC $700.00%1 1— $70 新建仓
— GOPRO INC $710.00%92 92— $71 新建仓
— TECHTARGET INC $720.00%20 00.0% — 不变
VIA VIA TRANSN INC $720.00%4 00.0% — 不变
TIC TIC SOLUTIONS INC $720.00%9 00.0% — 不变
NEXN NEXXEN INTL LTD $720.00%8 00.0% — 不变
RMNI RIMINI STR INC DEL $720.00%17 17— $72 新建仓
REI RING ENERGY INC $730.00%68 00.0% — 不变
— LOGISTIC PROPERTIES OF THE A $730.00%22 00.0% — 不变
PZZA PAPA JOHNS INTL INC $730.00%2 00.0% — 不变
XE X-ENERGY INC $730.00%4 4— $73 新建仓
— LIFEZONE METALS LIMITED $730.00%19 -5-20.8% -$19 重新持有
CYH COMMUNITY HEALTH SYS INC NEW $730.00%22 22— $73 新建仓
NGVT INGEVITY CORP $740.00%1 00.0% — 不变
FLXS FLEXSTEEL INDS INC $740.00%1 00.0% — 不变
GGG GRACO INC $750.00%1 -5-83.3% -$375 减仓
KBE SPDR SERIES TRUST $750.00%1 00.0% — 不变
DSP VIANT TECHNOLOGY INC $750.00%6 00.0% — 不变
XRN CHIRON REAL ESTATE INC $750.00%2 00.0% — 不变
— AEMETIS INC $750.00%46 46— $75 新建仓
— AMERICAS CAR-MART INC $750.00%27 19237.5% $53 重新持有
LTC LTC PPTYS INC $760.00%2 00.0% — 不变
EOLS EVOLUS INC $760.00%11 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC $770.00%5 -41-89.1% -$631 减仓
— SKILLSOFT CORP $770.00%15 00.0% — 不变
— VIVID SEATS INC $780.00%12 00.0% — 不变
WSBC WESBANCO INC $780.00%2 00.0% — 不变
CHWY CHEWY INC $780.00%4 2100.0% $39 加仓
— TRUBRIDGE INC $780.00%3 00.0% — 不变
NVST ENVISTA HOLDINGS CORPORATION $790.00%3 -13-81.2% -$342 减仓
SEG SEAPORT ENTMT GROUP INC $790.00%3 00.0% — 不变
— CROSS CTRY HEALTHCARE INC $790.00%6 00.0% — 不变
BTBT BIT DIGITAL INC $790.00%44 44— $79 新建仓
CNR CORE NATURAL RESOURCES INC $800.00%1 00.0% — 不变
EGHT 8X8 INC NEW $800.00%47 00.0% — 不变
— AARDVARK THERAPEUTICS INC $800.00%14 00.0% — 不变
NABL N-ABLE INC $800.00%22 22— $80 新建仓
— EHEALTH INC $810.00%55 00.0% — 不变
FWRD FORWARD AIR CORP $810.00%6 6— $81 新建仓
MLKN MILLERKNOLL INC $820.00%4 00.0% — 不变
NSP INSPERITY INC $820.00%2 00.0% — 不变
FOA FINANCE OF AMERICA COMPAN $820.00%3 00.0% — 不变
CRML CRITICAL METALS CORP $820.00%8 8— $82 新建仓
— CAPSOVISION INC $830.00%11 00.0% — 不变
APLE APPLE HOSPITALITY REIT INC $840.00%5 00.0% — 不变
— FOLD HLDGS INC $840.00%186 186— $84 新建仓
BC BRUNSWICK CORP $840.00%1 1— $84 新建仓
YEXT YEXT INC $840.00%18 18— $84 新建仓
CATX PERSPECTIVE THERAPEUTICS INC $850.00%25 00.0% — 不变
OPRT OPORTUN FINL CORP $850.00%15 00.0% — 不变
— HEALTH CATALYST INC $850.00%43 00.0% — 不变
GOGO GOGO INC $860.00%28 1275.0% $37 重新持有
PGNY PROGYNY INC $860.00%3 3— $86 新建仓
— SOUND FINL BANCORP INC $860.00%2 2— $86 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $870.00%3 -82-96.5% -$2,378 减仓
POST POST HLDGS INC $880.00%1 1— $88 新建仓
CON CONCENTRA GROUP HOLDINGS PAR $890.00%3 00.0% — 不变
CHDN CHURCHILL DOWNS INC $890.00%1 -3-75.0% -$267 重新持有
PRCT PROCEPT BIOROBOTICS CORP $900.00%4 4— $90 新建仓
EVCM EVERCOMMERCE INC $900.00%9 9— $90 新建仓
PTEN PATTERSON-UTI ENERGY INC $910.00%10 00.0% — 不变