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 |
|---|---|---|---|---|---|---|---|---|
| PINE | ALPINE INCOME PPTY TR INC | $913 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $928 | 0.00% | 5 | 5 | — | $928 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $930 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $931 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OSG | OCTAVE SPECIALTY GROUP INC | $936 | 0.00% | 150 | 139 | 1,263.6% | $867 | 加仓 |
| FUTU | FUTU HLDGS LTD | $937 | 0.00% | 10 | 9 | 900.0% | $843 | 重新持有 |
| KGC | KINROSS GOLD CORP | $944 | 0.00% | 40 | 40 | — | $944 | 新建仓 |
| DJP | BARCLAYS BANK PLC | $964 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $965 | 0.00% | 23 | 20 | 666.7% | $839 | 加仓 |
| SMTC | SEMTECH CORP | $971 | 0.00% | 6 | 6 | — | $971 | 新建仓 |
| NOVT | NOVANTA INC | $973 | 0.00% | 6 | 1 | 20.0% | $162 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $974 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $980 | 0.00% | 20 | -559 | -96.5% | -$2.74万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $986 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $986 | 0.00% | 57 | 29 | 103.6% | $502 | 重新持有 |
| INSW | INTERNATIONAL SEAWAYS INC | $995 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $1,001 | 0.00% | 7 | -4 | -36.4% | -$572 | 减仓 |
| HSIC | SCHEIN HENRY INC | $1,002 | 0.00% | 12 | -82 | -87.2% | -$6,847 | 减仓 |
| UMBF | UMB FINL CORP | $1,002 | 0.00% | 7 | 7 | — | $1,002 | 新建仓 |
| ESML | ISHARES TR | $1,008 | 0.00% | 18 | 18 | — | $1,008 | 新建仓 |
| WULF | TERAWULF INC | $1,012 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1,023 | 0.00% | 8 | 8 | — | $1,023 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,028 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $1,029 | 0.00% | 12 | 12 | — | $1,029 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,033 | 0.00% | 26 | -94 | -78.3% | -$3,735 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $1,034 | 0.00% | 27 | 7 | 35.0% | $268 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1,038 | 0.00% | 23 | -48 | -67.6% | -$2,166 | 减仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $1,038 | 0.00% | 17 | 17 | — | $1,038 | 新建仓 |
| WING | WINGSTOP INC | $1,040 | 0.00% | 6 | 5 | 500.0% | $867 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1,042 | 0.00% | 10 | -1 | -9.1% | -$104 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $1,060 | 0.00% | 20 | 20 | — | $1,060 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $1,061 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $1,061 | 0.00% | 19 | 19 | — | $1,061 | 新建仓 |
| GATX | GATX CORP | $1,063 | 0.00% | 6 | 3 | 100.0% | $532 | 加仓 |
| FULT | FULTON FINL CORP PA | $1,064 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINL GROUP INC | $1,070 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $1,071 | 0.00% | 2 | -6 | -75.0% | -$3,213 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $1,089 | 0.00% | 10 | 10 | — | $1,089 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $1,090 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $1,095 | 0.00% | 72 | 48 | 200.0% | $730 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1,097 | 0.00% | 48 | 29 | 152.6% | $663 | 重新持有 |
| — | GOLDMAN SACHS ETF TR | $1,098 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC | $1,099 | 0.00% | 53 | 53 | — | $1,099 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $1,100 | 0.00% | 28 | 28 | — | $1,100 | 新建仓 |
| YELP | YELP INC | $1,103 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $1,104 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $1,106 | 0.00% | 8 | 2 | 33.3% | $276 | 加仓 |
| TRNO | TERRENO RLTY CORP | $1,109 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $1,113 | 0.00% | 31 | 31 | — | $1,113 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $1,124 | 0.00% | 40 | 34 | 566.7% | $955 | 加仓 |
| TV | GRUPO TELEVISA S A B | $1,138 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $1,139 | 0.00% | 48 | 3 | 6.7% | $71 | 加仓 |
| PRLB | PROTO LABS INC | $1,141 | 0.00% | 14 | 14 | — | $1,141 | 新建仓 |
| FRSH | FRESHWORKS INC | $1,143 | 0.00% | 113 | 90 | 391.3% | $910 | 加仓 |
| VOTE | TCW ETF TRUST | $1,149 | 0.00% | 13 | 13 | — | $1,149 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $1,156 | 0.00% | 16 | 9 | 128.6% | $650 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $1,158 | 0.00% | 32 | 32 | — | $1,158 | 新建仓 |
| IDT | IDT CORP | $1,163 | 0.00% | 20 | 20 | — | $1,163 | 新建仓 |
| CMDT | PIMCO ETF TR | $1,165 | 0.00% | 38 | 38 | — | $1,165 | 新建仓 |
| CC | CHEMOURS CO | $1,169 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $1,172 | 0.00% | 8 | 7 | 700.0% | $1,026 | 加仓 |
| FRHC | FREEDOM HOLDING CORP | $1,174 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $1,174 | 0.00% | 17 | 16 | 1,600.0% | $1,105 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1,178 | 0.00% | 16 | 6 | 60.0% | $442 | 加仓 |
| MRTN | MARTEN TRANS LTD | $1,179 | 0.00% | 68 | 32 | 88.9% | $555 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,180 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $1,184 | 0.00% | 9 | 9 | — | $1,184 | 新建仓 |
| FOXA | FOX CORP | $1,199 | 0.00% | 23 | -13 | -36.1% | -$678 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1,201 | 0.00% | 31 | 31 | — | $1,201 | 新建仓 |
| GDOT | GREEN DOT CORP | $1,202 | 0.00% | 89 | 89 | — | $1,202 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $1,204 | 0.00% | 62 | 62 | — | $1,204 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1,209 | 0.00% | 31 | 31 | — | $1,209 | 新建仓 |
| — | NATHANS FAMOUS INC | $1,219 | 0.00% | 12 | 12 | — | $1,219 | 新建仓 |
| U | UNITY SOFTWARE INC | $1,228 | 0.00% | 43 | 18 | 72.0% | $514 | 加仓 |
| CRC | CALIFORNIA RES CORP | $1,233 | 0.00% | 23 | 19 | 475.0% | $1,019 | 加仓 |
| HL | HECLA MINING COMPANY | $1,234 | 0.00% | 80 | 65 | 433.3% | $1,003 | 加仓 |
| MTDR | MATADOR RES CO | $1,244 | 0.00% | 25 | 24 | 2,400.0% | $1,194 | 重新持有 |
| — | LXP INDUSTRIAL TRUST | $1,255 | 0.00% | 23 | 2 | 9.5% | $109 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1,264 | 0.00% | 38 | 27 | 245.5% | $898 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $1,265 | 0.00% | 15 | 15 | — | $1,265 | 新建仓 |
| CBT | CABOT CORP | $1,271 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $1,273 | 0.00% | 2 | -4 | -66.7% | -$2,546 | 减仓 |
| RELY | REMITLY GLOBAL INC | $1,277 | 0.00% | 57 | 57 | — | $1,277 | 新建仓 |
| INVH | INVITATION HOMES INC | $1,278 | 0.00% | 42 | 21 | 100.0% | $639 | 加仓 |
| TDC | TERADATA CORP DEL | $1,282 | 0.00% | 37 | -50 | -57.5% | -$1,732 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $1,290 | 0.00% | 33 | 33 | — | $1,290 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $1,303 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | MEDALLION FINANCIAL CORP | $1,306 | 0.00% | 128 | 128 | — | $1,306 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,315 | 0.00% | 21 | 2 | 10.5% | $125 | 加仓 |
| NWSA | NEWS CORP NEW | $1,315 | 0.00% | 53 | 7 | 15.2% | $174 | 加仓 |
| UDR | UDR INC | $1,317 | 0.00% | 33 | 14 | 73.7% | $559 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $1,323 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BY | BYLINE BANCORP INC | $1,330 | 0.00% | 35 | 35 | — | $1,330 | 新建仓 |
| SAIL | SAILPOINT INC | $1,332 | 0.00% | 91 | 70 | 333.3% | $1,025 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1,338 | 0.00% | 9 | 3 | 50.0% | $446 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,341 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,346 | 0.00% | 18 | 10 | 125.0% | $748 | 加仓 |
| GH | GUARDANT HEALTH INC | $1,350 | 0.00% | 9 | -1 | -10.0% | -$150 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,351 | 0.00% | 26 | -250 | -90.6% | -$1.30万 | 减仓 |
| BCPC | BALCHEM CORP | $1,351 | 0.00% | 8 | 5 | 166.7% | $844 | 加仓 |