Transamerica Financial Advisors, LLC
CEDAR RAPIDS IA · SEC CIK 0001502149
$11.74亿2026Q1 申报市值
1,930持仓数
22.8%前十大占比 · 第一大 5.5%
265 / 148新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INVESCO EXCHANGE 加仓+$1,544.90万
IBKR 加仓+$716.66万
TPR 加仓+$638.50万
CAH 加仓+$605.07万
ELAN 加仓+$560.34万
2026Q1 卖出最多 按季末市值估算
INVESCO EXCHANGE 减仓-$1,292.23万
TT 减仓-$822.98万
RCL 减仓-$657.33万
DELL 减仓-$635.51万
PRN 减仓-$607.27万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHANGE-TRADED FD | $1.12万 | 0.00% | 115 | -49 | -29.9% | -$4,784 | 减仓 |
| NWG | NATWEST GROUP PLC | $1.12万 | 0.00% | 714 | 33 | 4.8% | $517 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.11万 | 0.00% | 160 | 10 | 6.7% | $694 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.11万 | 0.00% | 404 | 218 | 117.2% | $5,986 | 加仓 |
| CPRT | COPART INC | $1.11万 | 0.00% | 334 | -81 | -19.5% | -$2,689 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.10万 | 0.00% | 129 | 126 | 4,200.0% | $1.08万 | 重新持有 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1.10万 | 0.00% | 180 | 169 | 1,536.4% | $1.04万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1.10万 | 0.00% | 112 | 76 | 211.1% | $7,436 | 加仓 |
| HUBB | HUBBELL INC | $1.08万 | 0.00% | 22 | 5 | 29.4% | $2,458 | 加仓 |
| VLTO | VERALTO CORP | $1.08万 | 0.00% | 121 | -23 | -16.0% | -$2,051 | 减仓 |
| PNR | PENTAIR PLC | $1.07万 | 0.00% | 122 | -831 | -87.2% | -$7.27万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.06万 | 0.00% | 133 | 98 | 280.0% | $7,847 | 加仓 |
| ANGL | VANECK ETF TRUST | $1.06万 | 0.00% | 368 | 24 | 7.0% | $690 | 加仓 |
| HUBS | HUBSPOT INC | $1.05万 | 0.00% | 43 | 23 | 115.0% | $5,614 | 加仓 |
| AEE | AMEREN CORP | $1.05万 | 0.00% | 95 | 67 | 239.3% | $7,388 | 加仓 |
| NDSN | NORDSON CORP | $1.02万 | 0.00% | 38 | 19 | 100.0% | $5,118 | 加仓 |
| J | JACOBS SOLUTIONS INC | $1.02万 | 0.00% | 80 | 16 | 25.0% | $2,041 | 加仓 |
| SAIA | SAIA INC | $1.02万 | 0.00% | 29 | 14 | 93.3% | $4,918 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.02万 | 0.00% | 48 | 24 | 100.0% | $5,086 | 加仓 |
| IRM | IRON MTN INC DEL | $1.01万 | 0.00% | 98 | 58 | 145.0% | $6,001 | 加仓 |
| CCI | CROWN CASTLE INC | $1.00万 | 0.00% | 123 | -18 | -12.8% | -$1,464 | 减仓 |
| RKT | ROCKET COS INC | $9,975 | 0.00% | 700 | 510 | 268.4% | $7,268 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $9,886 | 0.00% | 122 | 80 | 190.5% | $6,483 | 加仓 |
| FTDR | FRONTDOOR INC | $9,884 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9,877 | 0.00% | 86 | 61 | 244.0% | $7,006 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $9,840 | 0.00% | 52 | 24 | 85.7% | $4,542 | 加仓 |
| ALLY | ALLY FINL INC | $9,830 | 0.00% | 250 | 226 | 941.7% | $8,886 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $9,818 | 0.00% | 62 | 37 | 148.0% | $5,859 | 加仓 |
| TRGP | TARGA RES CORP | $9,778 | 0.00% | 39 | 23 | 143.8% | $5,767 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $9,774 | 0.00% | 89 | 89 | — | $9,774 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $9,765 | 0.00% | 61 | -25 | -29.1% | -$4,002 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $9,662 | 0.00% | 256 | 126 | 96.9% | $4,756 | 加仓 |
| HLNE | HAMILTON LANE INC | $9,560 | 0.00% | 95 | 36 | 61.0% | $3,623 | 加仓 |
| COIN | COINBASE GLOBAL INC | $9,428 | 0.00% | 54 | 43 | 390.9% | $7,507 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $9,405 | 0.00% | 165 | 114 | 223.5% | $6,498 | 加仓 |
| IUSG | ISHARES TR | $9,306 | 0.00% | 60 | 60 | — | $9,306 | 新建仓 |
| IWN | ISHARES TR | $9,289 | 0.00% | 49 | 49 | — | $9,289 | 新建仓 |
| XYZ | BLOCK INC | $9,207 | 0.00% | 153 | 65 | 73.9% | $3,911 | 加仓 |
| BIIB | BIOGEN INC | $9,166 | 0.00% | 50 | 33 | 194.1% | $6,050 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $9,123 | 0.00% | 422 | 355 | 529.9% | $7,675 | 加仓 |
| MUB | ISHARES TR | $9,090 | 0.00% | 85 | -111 | -56.6% | -$1.19万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $9,062 | 0.00% | 177 | 6 | 3.5% | $307 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $9,026 | 0.00% | 135 | 135 | — | $9,026 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $9,024 | 0.00% | 117 | 97 | 485.0% | $7,481 | 加仓 |
| — | NUVALENT INC | $9,015 | 0.00% | 88 | 88 | — | $9,015 | 新建仓 |
| MKSI | MKS INC. | $8,962 | 0.00% | 39 | 3 | 8.3% | $689 | 加仓 |
| ONON | ON HLDG AG | $8,947 | 0.00% | 263 | 126 | 92.0% | $4,286 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $8,785 | 0.00% | 94 | 37 | 64.9% | $3,458 | 加仓 |
| VTRS | VIATRIS INC | $8,712 | 0.00% | 644 | 229 | 55.2% | $3,098 | 加仓 |
| VRSN | VERISIGN INC | $8,692 | 0.00% | 35 | 34 | 3,400.0% | $8,444 | 加仓 |
| FTV | FORTIVE CORP | $8,686 | 0.00% | 157 | 109 | 227.1% | $6,030 | 加仓 |
| XEL | XCEL ENERGY INC | $8,668 | 0.00% | 108 | 56 | 107.7% | $4,495 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $8,591 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $8,498 | 0.00% | 165 | 61 | 58.7% | $3,142 | 加仓 |
| CAVA | CAVA GROUP INC | $8,494 | 0.00% | 105 | 48 | 84.2% | $3,883 | 加仓 |
| FOX | FOX CORP | $8,343 | 0.00% | 157 | 28 | 21.7% | $1,488 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $8,327 | 0.00% | 28 | 5 | 21.7% | $1,487 | 加仓 |
| BRO | BROWN & BROWN INC | $8,247 | 0.00% | 126 | 48 | 61.5% | $3,142 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $8,234 | 0.00% | 36 | 35 | 3,500.0% | $8,005 | 重新持有 |
| RKLB | ROCKET LAB CORP | $8,155 | 0.00% | 127 | 105 | 477.3% | $6,742 | 加仓 |
| — | EXPENSIFY INC | $8,138 | 0.00% | 9,356 | 9,356 | — | $8,138 | 新建仓 |
| ALC | ALCON AG | $8,137 | 0.00% | 108 | 42 | 63.6% | $3,164 | 加仓 |
| MATX | MATSON INC | $8,121 | 0.00% | 49 | 1 | 2.1% | $166 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $7,983 | 0.00% | 48 | 15 | 45.5% | $2,495 | 加仓 |
| ENOV | ENOVIS CORPORATION | $7,917 | 0.00% | 348 | -44 | -11.2% | -$1,001 | 减仓 |
| NMIH | NMI HLDGS INC | $7,914 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $7,904 | 0.00% | 29 | 17 | 141.7% | $4,633 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $7,901 | 0.00% | 218 | 66 | 43.4% | $2,392 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7,781 | 0.00% | 199 | -291 | -59.4% | -$1.14万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $7,748 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $7,633 | 0.00% | 142 | -528 | -78.8% | -$2.84万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $7,457 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $7,425 | 0.00% | 138 | -372 | -72.9% | -$2.00万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $7,347 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $7,339 | 0.00% | 283 | 180 | 174.8% | $4,668 | 加仓 |
| GEN | GEN DIGITAL INC | $7,169 | 0.00% | 380 | 177 | 87.2% | $3,339 | 加仓 |
| SPMD | SPDR SERIES TRUST | $7,165 | 0.00% | 121 | 110 | 1,000.0% | $6,514 | 加仓 |
| MTZ | MASTEC INC | $7,078 | 0.00% | 22 | 7 | 46.7% | $2,252 | 加仓 |
| PACS | PACS GROUP INC | $7,066 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE | $7,044 | 0.00% | 108 | -204 | -65.4% | -$1.33万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,029 | 0.00% | 47 | -16 | -25.4% | -$2,393 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $6,993 | 0.00% | 43 | -131 | -75.3% | -$2.13万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $6,964 | 0.00% | 210 | 166 | 377.3% | $5,505 | 加仓 |
| HSIC | SCHEIN HENRY INC | $6,927 | 0.00% | 94 | 50 | 113.6% | $3,685 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $6,917 | 0.00% | 25 | 3 | 13.6% | $830 | 加仓 |
| EXPO | EXPONENT INC | $6,879 | 0.00% | 105 | 50 | 90.9% | $3,276 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $6,860 | 0.00% | 18 | 13 | 260.0% | $4,954 | 加仓 |
| RACE | FERRARI N V | $6,788 | 0.00% | 20 | -16 | -44.4% | -$5,430 | 减仓 |
| INCY | INCYTE CORP | $6,682 | 0.00% | 71 | 26 | 57.8% | $2,447 | 加仓 |
| SPYD | SPDR SERIES TRUST | $6,645 | 0.00% | 146 | 146 | — | $6,645 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $6,628 | 0.00% | 86 | 28 | 48.3% | $2,158 | 加仓 |
| ESNT | ESSENT GROUP LTD | $6,625 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| — | SOUTHLAND HLDGS INC | $6,605 | 0.00% | 5,081 | 5,081 | — | $6,605 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $6,598 | 0.00% | 68 | -24 | -26.1% | -$2,329 | 减仓 |
| ENTG | ENTEGRIS INC | $6,565 | 0.00% | 56 | 38 | 211.1% | $4,455 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,491 | 0.00% | 82 | 58 | 241.7% | $4,591 | 加仓 |
| CVLT | COMMVAULT SYS INC | $6,464 | 0.00% | 83 | -1 | -1.2% | -$78 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $6,442 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $6,429 | 0.00% | 86 | 23 | 36.5% | $1,719 | 加仓 |
| AXON | AXON ENTERPRISE INC | $6,370 | 0.00% | 15 | 11 | 275.0% | $4,671 | 加仓 |