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 |
|---|---|---|---|---|---|---|---|---|
| COMP | COMPASS INC | $271 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $273 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $279 | 0.00% | 5 | 2 | 66.7% | $112 | 重新持有 |
| PTLO | PORTILLOS INC | $279 | 0.00% | 59 | 59 | — | $279 | 新建仓 |
| LZB | LA Z BOY INC | $280 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | SOUNDTHINKING INC | $280 | 0.00% | 31 | 17 | 121.4% | $154 | 加仓 |
| GGB | GERDAU SA | $282 | 0.00% | 70 | 70 | — | $282 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $283 | 0.00% | 5 | -22 | -81.5% | -$1,245 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC | $283 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $285 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $287 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP | $287 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $287 | 0.00% | 43 | 28 | 186.7% | $187 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $295 | 0.00% | 10 | -2 | -16.7% | -$59 | 减仓 |
| ESAB | ESAB CORPORATION | $295 | 0.00% | 3 | 3 | — | $295 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $298 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $298 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $302 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $302 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $303 | 0.00% | 4 | -63 | -94.0% | -$4,772 | 减仓 |
| BF/A | BROWN FORMAN CORP | $303 | 0.00% | 11 | -19 | -63.3% | -$523 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $303 | 0.00% | 10 | -22 | -68.8% | -$667 | 减仓 |
| BLSH | BULLISH | $304 | 0.00% | 13 | -11 | -45.8% | -$257 | 减仓 |
| FVR | FRONTVIEW REIT INC | $306 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $308 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $309 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FORRESTER RESH INC | $311 | 0.00% | 37 | 28 | 311.1% | $235 | 加仓 |
| CRCT | CRICUT INC | $311 | 0.00% | 71 | 71 | — | $311 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $312 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $314 | 0.00% | 6 | -31 | -83.8% | -$1,622 | 减仓 |
| NEWT | NEWTEKONE INC | $315 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $315 | 0.00% | 10 | 5 | 100.0% | $158 | 加仓 |
| GLOB | GLOBANT S A | $318 | 0.00% | 11 | -32 | -74.4% | -$925 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $319 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $324 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $325 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $327 | 0.00% | 32 | 32 | — | $327 | 新建仓 |
| COCO | VITA COCO CO INC | $330 | 0.00% | 5 | 5 | — | $330 | 新建仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $331 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $337 | 0.00% | 3 | -1 | -25.0% | -$112 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $338 | 0.00% | 10 | 10 | — | $338 | 新建仓 |
| — | SECURITY NATL FINL CORP | $339 | 0.00% | 35 | 12 | 52.2% | $116 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $341 | 0.00% | 19 | 14 | 280.0% | $251 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $342 | 0.00% | 65 | -14 | -17.7% | -$74 | 重新持有 |
| DFH | DREAM FINDERS HOMES INC | $345 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $347 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $350 | 0.00% | 15 | -1 | -6.2% | -$23 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $352 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $352 | 0.00% | 20 | 2 | 11.1% | $35 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $352 | 0.00% | 3 | 3 | — | $352 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $359 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $360 | 0.00% | 5 | 2 | 66.7% | $144 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $360 | 0.00% | 7 | 6 | 600.0% | $309 | 重新持有 |
| GBCI | GLACIER BANCORP INC NEW | $361 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC | $364 | 0.00% | 14 | 14 | — | $364 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $365 | 0.00% | 21 | 11 | 110.0% | $191 | 加仓 |
| — | CREXENDO INC | $366 | 0.00% | 49 | 49 | — | $366 | 新建仓 |
| COUR | COURSERA INC | $366 | 0.00% | 65 | 65 | — | $366 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $368 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $370 | 0.00% | 3 | 2 | 200.0% | $247 | 加仓 |
| COTY | COTY INC | $373 | 0.00% | 173 | -194 | -52.9% | -$418 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $373 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $375 | 0.00% | 9 | -20 | -69.0% | -$833 | 减仓 |
| — | CHAINCE DIGITAL HOLDINGS INC | $375 | 0.00% | 86 | 86 | — | $375 | 新建仓 |
| CART | MAPLEBEAR INC | $378 | 0.00% | 8 | -3 | -27.3% | -$142 | 重新持有 |
| UA | UNDER ARMOUR INC | $379 | 0.00% | 61 | 1 | 1.7% | $6 | 加仓 |
| LGIH | LGI HOMES INC | $382 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $384 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $388 | 0.00% | 57 | 49 | 612.5% | $334 | 重新持有 |
| VNO | VORNADO RLTY TR | $393 | 0.00% | 10 | 5 | 100.0% | $196 | 加仓 |
| SOBO | SOUTH BOW CORP | $393 | 0.00% | 11 | 11 | — | $393 | 新建仓 |
| TW | TRADEWEB MKTS INC | $398 | 0.00% | 4 | -17 | -81.0% | -$1,692 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $398 | 0.00% | 136 | 31 | 29.5% | $91 | 加仓 |
| TREE | LENDINGTREE INC | $398 | 0.00% | 9 | 9 | — | $398 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $399 | 0.00% | 11 | -2 | -15.4% | -$73 | 减仓 |
| — | WISDOMTREE TR | $402 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $404 | 0.00% | 8 | 1 | 14.3% | $50 | 加仓 |
| AEG | AEGON LTD | $404 | 0.00% | 47 | 24 | 104.3% | $206 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $405 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $405 | 0.00% | 7 | 2 | 40.0% | $116 | 加仓 |
| PD | PAGERDUTY INC | $405 | 0.00% | 42 | 42 | — | $405 | 新建仓 |
| — | FB BANCORP INC | $406 | 0.00% | 27 | 27 | — | $406 | 新建仓 |
| GSAT | GLOBALSTAR INC | $406 | 0.00% | 5 | 5 | — | $406 | 新建仓 |
| CCJ | CAMECO CORP | $407 | 0.00% | 4 | -1 | -20.0% | -$102 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $408 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP | $412 | 0.00% | 18 | 18 | — | $412 | 新建仓 |
| IGIB | ISHARES TR | $413 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CLDT | CHATHAM LODGING TR | $413 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $415 | 0.00% | 7 | 6 | 600.0% | $356 | 加仓 |
| TECK | TECK RESOURCES LTD | $416 | 0.00% | 7 | 7 | — | $416 | 新建仓 |
| DINO | HF SINCLAIR CORP | $417 | 0.00% | 6 | 3 | 100.0% | $208 | 加仓 |
| FLNG | FLEX LNG LTD | $420 | 0.00% | 15 | 15 | — | $420 | 新建仓 |
| MOG/A | MOOG INC | $423 | 0.00% | 1 | 1 | — | $423 | 新建仓 |
| HTO | H2O AMERICA | $425 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $429 | 0.00% | 11 | 5 | 83.3% | $195 | 加仓 |
| — | RE/MAX HLDGS INC | $433 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | EGAIN CORP | $434 | 0.00% | 69 | 69 | — | $434 | 新建仓 |
| AVT | AVNET INC | $444 | 0.00% | 5 | 2 | 66.7% | $178 | 加仓 |
| TNET | TRINET GROUP INC | $445 | 0.00% | 9 | 9 | — | $445 | 新建仓 |
| — | SUPERIOR GROUP OF CO INC | $446 | 0.00% | 34 | 28 | 466.7% | $367 | 加仓 |