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 |
|---|---|---|---|---|---|---|---|---|
| CNMD | CONMED CORP | $654 | 0.00% | 20 | 14 | 233.3% | $458 | 加仓 |
| ROG | ROGERS CORP | $654 | 0.00% | 4 | 4 | — | $654 | 新建仓 |
| MYGN | MYRIAD GENETICS INC | $656 | 0.00% | 115 | 115 | — | $656 | 新建仓 |
| IYY | ISHARES TR | $657 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $658 | 0.00% | 12 | 4 | 50.0% | $219 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $663 | 0.00% | 4 | 2 | 100.0% | $332 | 加仓 |
| — | FORAFRIC GLOBAL PLC | $675 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $678 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $678 | 0.00% | 40 | 40 | — | $678 | 新建仓 |
| — | TELIX PHARMACEUTICAL LTD | $680 | 0.00% | 59 | 31 | 110.7% | $357 | 加仓 |
| CYTK | CYTOKINETICS INC | $681 | 0.00% | 8 | -1 | -11.1% | -$85 | 减仓 |
| FMC | FMC CORP | $684 | 0.00% | 59 | -7 | -10.6% | -$81 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $685 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | REPOSITRAK INC | $685 | 0.00% | 76 | 76 | — | $685 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $689 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $694 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $697 | 0.00% | 22 | 22 | — | $697 | 新建仓 |
| OSPN | ONESPAN INC | $703 | 0.00% | 49 | 49 | — | $703 | 新建仓 |
| SAM | BOSTON BEER INC | $708 | 0.00% | 4 | 3 | 300.0% | $531 | 加仓 |
| ECHO | ECHOSTAR CORP | $710 | 0.00% | 7 | -10 | -58.8% | -$1,014 | 减仓 |
| KD | KYNDRYL HLDGS INC | $712 | 0.00% | 63 | -2 | -3.1% | -$23 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $714 | 0.00% | 11 | 3 | 37.5% | $195 | 加仓 |
| SPIB | SPDR SERIES TRUST | $724 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $731 | 0.00% | 7 | -18 | -72.0% | -$1,880 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $731 | 0.00% | 19 | 19 | — | $731 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $732 | 0.00% | 9 | -1 | -10.0% | -$81 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $733 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $734 | 0.00% | 1 | 1 | — | $734 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $738 | 0.00% | 9 | -10 | -52.6% | -$820 | 减仓 |
| LIVN | LIVANOVA PLC | $740 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $744 | 0.00% | 10 | 2 | 25.0% | $149 | 加仓 |
| IONQ | IONQ INC | $745 | 0.00% | 14 | 6 | 75.0% | $319 | 加仓 |
| SITM | SITIME CORP | $745 | 0.00% | 1 | 1 | — | $745 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $748 | 0.00% | 145 | 97 | 202.1% | $500 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $748 | 0.00% | 7 | 7 | — | $748 | 新建仓 |
| KBH | KB HOME | $751 | 0.00% | 12 | -6 | -33.3% | -$376 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $751 | 0.00% | 80 | 22 | 37.9% | $207 | 加仓 |
| ANDE | ANDERSONS INC | $752 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $752 | 0.00% | 18 | 18 | — | $752 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $754 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $758 | 0.00% | 45 | 44 | 4,400.0% | $741 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $760 | 0.00% | 6 | 1 | 20.0% | $127 | 加仓 |
| NTR | NUTRIEN LTD | $762 | 0.00% | 12 | 5 | 71.4% | $318 | 加仓 |
| COKE | COCA COLA CONS INC | $763 | 0.00% | 4 | -4 | -50.0% | -$763 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $763 | 0.00% | 16 | 3 | 23.1% | $143 | 加仓 |
| TE | T1 ENERGY INC | $767 | 0.00% | 81 | 81 | — | $767 | 新建仓 |
| RXO | RXO INC | $772 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC | $773 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $777 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $779 | 0.00% | 20 | 3 | 17.6% | $117 | 加仓 |
| ALKS | ALKERMES PLC | $785 | 0.00% | 15 | 14 | 1,400.0% | $733 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $792 | 0.00% | 21 | 9 | 75.0% | $339 | 重新持有 |
| CHCO | CITY HLDG CO | $795 | 0.00% | 6 | 6 | — | $795 | 新建仓 |
| WSE | WISE GROUP PLC | $797 | 0.00% | 67 | 67 | — | $797 | 新建仓 |
| RGLD | ROYAL GOLD INC | $798 | 0.00% | 4 | -4 | -50.0% | -$798 | 减仓 |
| GPN | GLOBAL PMTS INC | $798 | 0.00% | 11 | -4 | -26.7% | -$290 | 减仓 |
| ESTC | ELASTIC N V | $798 | 0.00% | 14 | 12 | 600.0% | $684 | 加仓 |
| NU | NU HLDGS LTD | $801 | 0.00% | 60 | -5 | -7.7% | -$67 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $802 | 0.00% | 17 | 17 | — | $802 | 新建仓 |
| GDDY | GODADDY INC | $811 | 0.00% | 9 | -474 | -98.1% | -$4.27万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $813 | 0.00% | 76 | 67 | 744.4% | $717 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $819 | 0.00% | 46 | 43 | 1,433.3% | $766 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $823 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $826 | 0.00% | 76 | -11 | -12.6% | -$120 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $826 | 0.00% | 28 | 6 | 27.3% | $177 | 加仓 |
| RHI | ROBERT HALF INC. | $828 | 0.00% | 27 | -95 | -77.9% | -$2,913 | 减仓 |
| CSTM | CONSTELLIUM SE | $828 | 0.00% | 26 | 26 | — | $828 | 新建仓 |
| RUN | SUNRUN INC | $829 | 0.00% | 62 | 62 | — | $829 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $837 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $843 | 0.00% | 5 | 5 | — | $843 | 新建仓 |
| SON | SONOCO PRODS CO | $845 | 0.00% | 15 | 4 | 36.4% | $225 | 加仓 |
| LMND | LEMONADE INC | $845 | 0.00% | 13 | 13 | — | $845 | 新建仓 |
| WWD | WOODWARD INC | $850 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED ALP | $853 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CYD | CHINA YUCHAI INTL LTD | $853 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $855 | 0.00% | 59 | 50 | 555.6% | $725 | 加仓 |
| QYLD | GLOBAL X FDS | $857 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $861 | 0.00% | 123 | 115 | 1,437.5% | $805 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $864 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $866 | 0.00% | 53 | 18 | 51.4% | $294 | 加仓 |
| TDW | TIDEWATER INC NEW | $866 | 0.00% | 13 | 13 | — | $866 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $867 | 0.00% | 19 | 19 | — | $867 | 新建仓 |
| FIG | FIGMA INC | $868 | 0.00% | 48 | 33 | 220.0% | $597 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $873 | 0.00% | 36 | 6 | 20.0% | $146 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $877 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $883 | 0.00% | 19 | -28 | -59.6% | -$1,301 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $883 | 0.00% | 41 | 41 | — | $883 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $885 | 0.00% | 13 | 13 | — | $885 | 新建仓 |
| MTX | MINERALS TECHNOLOGIES INC | $887 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $892 | 0.00% | 8 | 8 | — | $892 | 新建仓 |
| BCAL | CALIFORNIA BANCORP | $896 | 0.00% | 43 | 43 | — | $896 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $899 | 0.00% | 9 | -5 | -35.7% | -$499 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $899 | 0.00% | 83 | 67 | 418.8% | $726 | 加仓 |
| TTEK | TETRA TECH INC NEW | $900 | 0.00% | 31 | -26 | -45.6% | -$755 | 减仓 |
| ULTA | ULTA BEAUTY INC | $901 | 0.00% | 2 | -678 | -99.7% | -$30.54万 | 减仓 |
| CPRT | COPART INC | $902 | 0.00% | 32 | -302 | -90.4% | -$8,513 | 减仓 |
| PHIN | PHINIA INC | $906 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $908 | 0.00% | 17 | -1 | -5.6% | -$53 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $912 | 0.00% | 86 | 56 | 186.7% | $594 | 加仓 |
| VG | VENTURE GLOBAL INC | $912 | 0.00% | 82 | 82 | — | $912 | 新建仓 |