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 |
|---|---|---|---|---|---|---|---|---|
| — | HUMACYTE INC | $91 | 0.00% | 117 | 117 | — | $91 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $92 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | HAMILTON BEACH BRANDS HLDG C | $92 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SIGHT SCIENCES INC | $92 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC | $92 | 0.00% | 14 | 14 | — | $92 | 新建仓 |
| ACTG | ACACIA RESH CORP | $93 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NX | QUANEX BLDG PRODS CORP | $93 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PRG | PROG HOLDINGS INC | $93 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $95 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | BIOTE CORP | $96 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| JCAP | JEFFERSON CAPITAL INC | $97 | 0.00% | 5 | 5 | — | $97 | 新建仓 |
| MLAB | MESA LABS INC | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAFN | HAFNIA LTD | $99 | 0.00% | 15 | 15 | — | $99 | 新建仓 |
| — | DOCGO INC | $100 | 0.00% | 194 | 51 | 35.7% | $26 | 加仓 |
| — | MAMMOTH ENERGY SVCS INC | $100 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $100 | 0.00% | 3 | 1 | 50.0% | $33 | 加仓 |
| CLVT | CLARIVATE PLC | $103 | 0.00% | 48 | -367 | -88.4% | -$788 | 减仓 |
| CDXS | CODEXIS INC | $103 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP | $104 | 0.00% | 6 | -26 | -81.2% | -$451 | 减仓 |
| SLG | SL GREEN RLTY CORP | $104 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $104 | 0.00% | 2 | 2 | — | $104 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $105 | 0.00% | 13 | 7 | 116.7% | $57 | 重新持有 |
| LVHD | LEGG MASON ETF INVT | $106 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $108 | 0.00% | 3 | -75 | -96.2% | -$2,700 | 减仓 |
| DIN | DINE BRANDS GLOBAL INC | $108 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | OUTSET MED INC | $108 | 0.00% | 25 | 11 | 78.6% | $48 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $109 | 0.00% | 2 | -2 | -50.0% | -$109 | 减仓 |
| — | LIBERTY CAP CORP | $109 | 0.00% | 5 | 1 | 25.0% | $22 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $109 | 0.00% | 13 | 13 | — | $109 | 新建仓 |
| ALMU | AELUMA INC | $110 | 0.00% | 5 | 5 | — | $110 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $110 | 0.00% | 1 | 1 | — | $110 | 新建仓 |
| FNKO | FUNKO INC | $111 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | OLAPLEX HLDGS INC | $112 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ARKO | ARKO CORP | $112 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $113 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $113 | 0.00% | 31 | 31 | — | $113 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $114 | 0.00% | 1 | 1 | — | $114 | 新建仓 |
| FTS | FORTIS INC | $114 | 0.00% | 2 | 2 | — | $114 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $115 | 0.00% | 4 | -32 | -88.9% | -$920 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $115 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | DOMO INC | $115 | 0.00% | 37 | 37 | — | $115 | 新建仓 |
| — | QUANTUM SI INC | $116 | 0.00% | 132 | 132 | — | $116 | 新建仓 |
| MAGN | MAGNERA CORP | $117 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| CROX | CROCS INC | $120 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $122 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $124 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMM HOLDINGS INC | $124 | 0.00% | 9 | 5 | 125.0% | $69 | 重新持有 |
| AHCO | ADAPTHEALTH CORP | $125 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | KESTREL GROUP LTD | $126 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $126 | 0.00% | 3 | 3 | — | $126 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $127 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $127 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $127 | 0.00% | 14 | 7 | 100.0% | $64 | 加仓 |
| BCE | BCE INC | $129 | 0.00% | 6 | -33 | -84.6% | -$710 | 减仓 |
| NRC | NRC HEALTH | $130 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $132 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | AUDIOEYE INC | $133 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $133 | 0.00% | 1 | 1 | — | $133 | 新建仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $134 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $134 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $134 | 0.00% | 21 | 4 | 23.5% | $26 | 加仓 |
| — | RESOURCES CONNECTION INC | $136 | 0.00% | 32 | 32 | — | $136 | 新建仓 |
| TU | TELUS CORPORATION | $137 | 0.00% | 13 | 4 | 44.4% | $42 | 加仓 |
| — | XCF GLOBAL INC | $137 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $137 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| DOLE | DOLE PLC | $138 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC | $138 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $138 | 0.00% | 2 | 2 | — | $138 | 新建仓 |
| KBR | KBR INC | $138 | 0.00% | 4 | 4 | — | $138 | 新建仓 |
| BOKF | BOK FINL CORP | $138 | 0.00% | 1 | 1 | — | $138 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $139 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $140 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $141 | 0.00% | 1 | -11 | -91.7% | -$1,551 | 减仓 |
| CURV | TORRID HLDGS INC | $145 | 0.00% | 78 | 78 | — | $145 | 新建仓 |
| WK | WORKIVA INC | $145 | 0.00% | 3 | 2 | 200.0% | $97 | 重新持有 |
| OEC | ORION S.A. | $146 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $147 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| UEC | URANIUM ENERGY CORP | $149 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | JOINT CORP | $149 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $149 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $149 | 0.00% | 5 | 5 | — | $149 | 新建仓 |
| IIIV | I3 VERTICALS INC | $149 | 0.00% | 7 | 7 | — | $149 | 新建仓 |
| TG | TREDEGAR CORP | $151 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $152 | 0.00% | 2 | -54 | -96.4% | -$4,104 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $152 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $152 | 0.00% | 8 | 8 | — | $152 | 新建仓 |
| ACH | ACCENDRA HEALTH INC | $153 | 0.00% | 45 | 2 | 4.7% | $7 | 重新持有 |
| NTSK | NETSKOPE INC | $153 | 0.00% | 14 | 14 | — | $153 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $154 | 0.00% | 20 | -20 | -50.0% | -$154 | 减仓 |
| — | NEURONETICS INC | $154 | 0.00% | 119 | 119 | — | $154 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $155 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $157 | 0.00% | 2 | -2 | -50.0% | -$157 | 重新持有 |
| RC | READY CAPITAL CORP | $158 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $158 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $158 | 0.00% | 228 | 228 | — | $158 | 新建仓 |
| CABO | CABLE ONE INC | $159 | 0.00% | 3 | 2 | 200.0% | $106 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $159 | 0.00% | 95 | 53 | 126.2% | $89 | 加仓 |
| LENZ | LENZ THERAPEUTICS INC | $159 | 0.00% | 28 | 28 | — | $159 | 新建仓 |
| TBI | TRUEBLUE INC | $160 | 0.00% | 23 | 0 | 0.0% | — | 不变 |