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
EMHY ISHARES INC $1610.00%3 00.0% — 不变
TPG TPG INC $1620.00%4 -9-69.2% -$364 减仓
BNED BARNES & NOBLE ED INC $1630.00%13 00.0% — 不变
BOC BOSTON OMAHA CORP $1630.00%12 12— $163 新建仓
ACHR ARCHER AVIATION INC $1650.00%35 00.0% — 不变
CRGY CRESCENT ENERGY COMPANY $1660.00%17 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC $1670.00%4 4— $167 新建仓
WH WYNDHAM HOTELS & RESORTS INC $1680.00%2 00.0% — 不变
QTRX QUANTERIX CORP $1680.00%39 00.0% — 不变
RPAY REPAY HLDGS CORP $1680.00%40 00.0% — 不变
RYAM RAYONIER ADVANCED MATLS INC $1720.00%22 00.0% — 不变
UPBD UPBOUND GROUP INC $1720.00%8 00.0% — 不变
— DIGIMARC CORP $1720.00%21 21— $172 新建仓
VNT VONTIER CORPORATION $1740.00%6 -526-98.9% -$1.53万 减仓
— AVANOS MED INC $1740.00%7 00.0% — 不变
FRMI FERMI INC $1740.00%19 11137.5% $101 加仓
SEIC SEI INVTS CO $1750.00%2 -27-93.1% -$2,362 减仓
— WW INTL INC $1750.00%11 11— $175 新建仓
— NATIONAL STORAGE AFFILIATES $1770.00%4 4— $177 新建仓
FIVE FIVE BELOW INC $1790.00%1 -2-66.7% -$358 减仓
UWMC UWM HOLDINGS CORPORATION $1810.00%76 76— $181 新建仓
— GEOSPACE TECHNOLOGIES CORP $1820.00%27 27— $182 新建仓
FPI FARMLAND PARTNERS INC $1830.00%19 00.0% — 不变
HZO MARINEMAX INC $1830.00%5 00.0% — 不变
— ISHARES TR $1850.00%4 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $1850.00%5 3150.0% $111 加仓
JOE ST JOE CO $1870.00%3 00.0% — 不变
— RITHM PPTY TR INC $1870.00%13 00.0% — 不变
— TALKSPACE INC $1870.00%36 36— $187 新建仓
GEF/B GREIF INC $1880.00%2 00.0% — 不变
ZG ZILLOW GROUP INC $1880.00%6 -6-50.0% -$188 重新持有
NCLH NORWEGIAN CRUISE LINE HLDGS $1890.00%9 -76-89.4% -$1,596 减仓
KRC KILROY REALTY CORP $1900.00%5 266.7% $76 加仓
QBTS D-WAVE QUANTUM INC $1910.00%8 360.0% $72 加仓
VERX VERTEX INC $1950.00%17 9112.5% $103 加仓
— WEAVE COMMUNICATIONS INC $1970.00%33 00.0% — 不变
SABR SABRE CORP $1980.00%95 00.0% — 不变
TDUP THREDUP INC $1980.00%29 1381.2% $89 加仓
EWZ ISHARES INC $1990.00%5 00.0% — 不变
SMC SUMMIT MIDSTREAM CORPORATION $1990.00%7 00.0% — 不变
— STRATUS PPTYS INC $2010.00%7 00.0% — 不变
OII OCEANEERING INTL INC $2020.00%5 00.0% — 不变
WEST WESTROCK COFFEE CO $2020.00%25 00.0% — 不变
SPT SPROUT SOCIAL INC $2030.00%27 -9-25.0% -$68 减仓
FXH FIRST TR EXCHANGE-TRADED FD $2070.00%1 00.0% — 不变
BBWI BATH & BODY WORKS INC $2080.00%9 -20-69.0% -$462 减仓
OKLO OKLO INC $2090.00%4 -9-69.2% -$470 减仓
SSD SIMPSON MFG INC $2090.00%1 00.0% — 不变
CLOV CLOVER HEALTH INVESTMENTS CO $2090.00%40 40— $209 新建仓
LEGH LEGACY HOUSING CORP $2100.00%8 00.0% — 不变
TFSL TFS FINL CORP $2120.00%12 12— $212 新建仓
CLPT CLEARPOINT NEURO INC $2140.00%12 571.4% $89 加仓
AGL AGILON HEALTH INC $2140.00%2 00.0% — 不变
— KRONOS WORLDWIDE INC $2150.00%34 00.0% — 不变
GLXY GALAXY DIGITAL INC. $2180.00%8 00.0% — 不变
CHCT COMMUNITY HEALTHCARE TR INC $2190.00%12 00.0% — 不变
HYLB DBX ETF TR $2190.00%6 6— $219 新建仓
GME GAMESTOP CORP $2200.00%10 00.0% — 不变
FXY INVESCO CURRENCYSHARES $2200.00%3 00.0% — 不变
RAL RALLIANT CORP $2200.00%3 -5-62.5% -$367 重新持有
PNTG PENNANT GROUP INC $2210.00%6 00.0% — 不变
SAFE SAFEHOLD INC $2220.00%14 00.0% — 不变
CODI COMPASS DIVERSIFIED $2230.00%21 00.0% — 不变
PACK RANPAK HOLDINGS CORP $2260.00%31 00.0% — 不变
— MAXCYTE INC $2300.00%187 00.0% — 不变
FEZ SPDR INDEX SHS FDS $2330.00%3 -5-62.5% -$388 减仓
MPT MEDICAL PROPERTIES TRUST INC $2350.00%50 1128.2% $52 加仓
CERT CERTARA INC $2350.00%36 1680.0% $104 加仓
FRPT FRESHPET INC $2360.00%4 133.3% $59 加仓
— TRAEGER INC $2360.00%3 00.0% — 不变
WHR WHIRLPOOL CORP $2360.00%6 120.0% $39 重新持有
MSM MSC INDL DIRECT INC $2370.00%2 2— $237 新建仓
— ALPHA TEKNOVA INC $2380.00%42 00.0% — 不变
QTWO Q2 HLDGS INC $2400.00%5 4400.0% $192 加仓
RLAY RELAY THERAPEUTICS INC $2430.00%13 00.0% — 不变
— FRANKLIN STR PPTYS CORP $2460.00%479 340244.6% $175 重新持有
VNLA JANUS DETROIT STR TR $2500.00%5 00.0% — 不变
KNF KNIFE RIVER CORP $2500.00%3 150.0% $83 加仓
CRVL CORVEL CORP $2500.00%4 4— $250 新建仓
BILL BILL HOLDINGS INC $2530.00%7 -6-46.2% -$217 减仓
ICL ICL GROUP LTD $2530.00%51 51— $253 新建仓
SHYG ISHARES TR $2540.00%5 00.0% — 不变
MOS MOSAIC CO $2540.00%12 10500.0% $212 加仓
TOWN TOWNEBANK PORTSMOUTH VA $2550.00%7 00.0% — 不变
TNDM TANDEM DIABETES CARE INC $2560.00%17 -372-95.6% -$5,602 减仓
FLOC FLOWCO HLDGS INC $2560.00%12 00.0% — 不变
WHD CACTUS INC $2560.00%5 00.0% — 不变
FLNC FLUENCE ENERGY INC $2580.00%13 13— $258 新建仓
OLED UNIVERSAL DISPLAY CORP $2590.00%3 -58-95.1% -$5,007 减仓
PLNT PLANET FITNESS MASTER ISSUER $2600.00%5 3150.0% $156 加仓
RRC RANGE RES CORP $2600.00%7 116.7% $37 重新持有
PSN PARSONS CORP DEL $2610.00%5 -2-28.6% -$104 减仓
SJNK SPDR SERIES TRUST $2620.00%10 00.0% — 不变
QDEL QUIDELORTHO CORP $2620.00%15 12400.0% $210 重新持有
MARA MARA HOLDINGS INC $2630.00%19 00.0% — 不变
BRCB BLACK ROCK COFFEE BAR INC $2650.00%32 32— $265 新建仓
BDN BRANDYWINE RLTY TR $2660.00%84 00.0% — 不变
LFCR LIFECORE BIOMEDICAL INC $2670.00%51 00.0% — 不变
— VERITONE INC $2680.00%196 167575.9% $228 加仓
JACK JACK IN THE BOX INC $2680.00%17 11183.3% $173 重新持有