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 |
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC | $1.73万 | 0.00% | 469 | -74 | -13.6% | -$2,735 | 减仓 |
| GMED | GLOBUS MED INC | $1.71万 | 0.00% | 216 | 178 | 468.4% | $1.41万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $1.70万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $1.69万 | 0.00% | 276 | 32 | 13.1% | $1,964 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.69万 | 0.00% | 139 | 36 | 35.0% | $4,366 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1.67万 | 0.00% | 181 | 2 | 1.1% | $184 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1.66万 | 0.00% | 264 | 1 | 0.4% | $63 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $1.64万 | 0.00% | 402 | -57 | -12.4% | -$2,332 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $1.60万 | 0.00% | 184 | -3,937 | -95.5% | -$34.26万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $1.60万 | 0.00% | 26 | 10 | 62.5% | $6,143 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1.57万 | 0.00% | 100 | 3 | 3.1% | $472 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $1.57万 | 0.00% | 251 | -85 | -25.3% | -$5,324 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1.57万 | 0.00% | 46 | 4 | 9.5% | $1,364 | 加仓 |
| ENS | ENERSYS | $1.56万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.54万 | 0.00% | 189 | -7 | -3.6% | -$569 | 减仓 |
| — | ARCOSA INC | $1.53万 | 0.00% | 105 | 105 | — | $1.53万 | 新建仓 |
| AIR | AAR CORP | $1.51万 | 0.00% | 106 | 106 | — | $1.51万 | 新建仓 |
| NDSN | NORDSON CORP | $1.50万 | 0.00% | 49 | 11 | 28.9% | $3,359 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $1.49万 | 0.00% | 178 | 1 | 0.6% | $84 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.48万 | 0.00% | 51 | 3 | 6.2% | $868 | 加仓 |
| SAIA | SAIA INC | $1.47万 | 0.00% | 35 | 6 | 20.7% | $2,527 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.47万 | 0.00% | 178 | 161 | 947.1% | $1.33万 | 加仓 |
| YETI | YETI HLDGS INC | $1.46万 | 0.00% | 294 | -33 | -10.1% | -$1,635 | 减仓 |
| FTDR | FRONTDOOR INC | $1.45万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.45万 | 0.00% | 134 | 22 | 19.6% | $2,380 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.45万 | 0.00% | 263 | 64 | 32.2% | $3,525 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1.43万 | 0.00% | 226 | 46 | 25.6% | $2,911 | 加仓 |
| IRM | IRON MTN INC DEL | $1.42万 | 0.00% | 111 | 13 | 13.3% | $1,665 | 加仓 |
| XEL | XCEL ENERGY INC | $1.42万 | 0.00% | 175 | 67 | 62.0% | $5,427 | 加仓 |
| VST | VISTRA CORP | $1.41万 | 0.00% | 88 | -139 | -61.2% | -$2.23万 | 减仓 |
| BMI | BADGER METER INC | $1.40万 | 0.00% | 94 | -9 | -8.7% | -$1,342 | 减仓 |
| L | LOEWS CORP | $1.39万 | 0.00% | 123 | -13 | -9.6% | -$1,472 | 减仓 |
| ELF | E L F BEAUTY INC | $1.38万 | 0.00% | 187 | 179 | 2,237.5% | $1.32万 | 加仓 |
| — | EXPENSIFY INC | $1.37万 | 0.00% | 7,680 | -1,676 | -17.9% | -$3,000 | 减仓 |
| SONY | SONY GROUP CORP | $1.37万 | 0.00% | 680 | -6,431 | -90.4% | -$12.91万 | 减仓 |
| RDDT | REDDIT INC | $1.35万 | 0.00% | 78 | -21 | -21.2% | -$3,645 | 减仓 |
| ALLE | ALLEGION PLC | $1.35万 | 0.00% | 96 | 1 | 1.1% | $141 | 加仓 |
| MEI | METHODE ELECTRS INC | $1.34万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1.34万 | 0.00% | 118 | 23 | 24.2% | $2,605 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1.33万 | 0.00% | 527 | 105 | 24.9% | $2,652 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.33万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.32万 | 0.00% | 130 | 3 | 2.4% | $305 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $1.32万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.32万 | 0.00% | 277 | -10 | -3.5% | -$476 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.32万 | 0.00% | 78 | 8 | 11.4% | $1,349 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1.31万 | 0.00% | 194 | -9 | -4.4% | -$608 | 减仓 |
| HUBB | HUBBELL INC | $1.31万 | 0.00% | 25 | 3 | 13.6% | $1,572 | 加仓 |
| RACE | FERRARI N V | $1.27万 | 0.00% | 34 | 14 | 70.0% | $5,246 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $1.27万 | 0.00% | 47 | 16 | 51.6% | $4,333 | 加仓 |
| YUM | YUM BRANDS INC | $1.26万 | 0.00% | 79 | 45 | 132.4% | $7,193 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1.25万 | 0.00% | 182 | 182 | — | $1.25万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.25万 | 0.00% | 90 | 28 | 45.2% | $3,878 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1.24万 | 0.00% | 114 | 4 | 3.6% | $435 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.23万 | 0.00% | 141 | 59 | 72.0% | $5,138 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.22万 | 0.00% | 1,095 | 59 | 5.7% | $658 | 加仓 |
| SUB | ISHARES TR | $1.22万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $1.20万 | 0.00% | 243 | -168 | -40.9% | -$8,309 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1.20万 | 0.00% | 156 | -4 | -2.5% | -$307 | 减仓 |
| VLTO | VERALTO CORP | $1.19万 | 0.00% | 133 | 12 | 9.9% | $1,071 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1.18万 | 0.00% | 39 | -37 | -48.7% | -$1.12万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $1.18万 | 0.00% | 186 | 186 | — | $1.18万 | 新建仓 |
| ALLY | ALLY FINL INC | $1.17万 | 0.00% | 254 | 4 | 1.6% | $184 | 加仓 |
| RL | RALPH LAUREN CORP | $1.17万 | 0.00% | 29 | -136 | -82.4% | -$5.48万 | 减仓 |
| E | ENI SPA | $1.16万 | 0.00% | 247 | 16 | 6.9% | $750 | 加仓 |
| — | ISHARES TR | $1.15万 | 0.00% | 396 | -4,137 | -91.3% | -$12.04万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1.15万 | 0.00% | 91 | 11 | 13.8% | $1,390 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.15万 | 0.00% | 505 | 490 | 3,266.7% | $1.11万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $1.14万 | 0.00% | 247 | 1 | 0.4% | $46 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.14万 | 0.00% | 562 | -58,792 | -99.1% | -$119.06万 | 减仓 |
| PNR | PENTAIR PLC | $1.13万 | 0.00% | 147 | 25 | 20.5% | $1,922 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1.13万 | 0.00% | 131 | 2 | 1.6% | $172 | 加仓 |
| IUSG | ISHARES TR | $1.13万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1.12万 | 0.00% | 57 | 26 | 83.9% | $5,124 | 加仓 |
| LAUR | LAUREATE ED INC | $1.11万 | 0.00% | 307 | 307 | — | $1.11万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1.10万 | 0.00% | 239 | -17 | -6.6% | -$781 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.10万 | 0.00% | 131 | 131 | — | $1.10万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $1.09万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1.09万 | 0.00% | 214 | -9,326 | -97.8% | -$47.31万 | 减仓 |
| NOK | NOKIA CORP | $1.08万 | 0.00% | 816 | 661 | 426.5% | $8,779 | 加仓 |
| VRSN | VERISIGN INC | $1.06万 | 0.00% | 42 | 7 | 20.0% | $1,761 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1.06万 | 0.00% | 45 | -50 | -52.6% | -$1.17万 | 减仓 |
| WDAY | WORKDAY INC | $1.05万 | 0.00% | 86 | -1 | -1.1% | -$122 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.05万 | 0.00% | 54 | 6 | 12.5% | $1,169 | 加仓 |
| TOST | TOAST INC | $1.05万 | 0.00% | 378 | -454 | -54.6% | -$1.26万 | 减仓 |
| KEY | KEYCORP | $1.05万 | 0.00% | 455 | 212 | 87.2% | $4,891 | 加仓 |
| IJH | ISHARES TR | $1.05万 | 0.00% | 136 | 118 | 655.6% | $9,098 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.05万 | 0.00% | 108 | 14 | 14.9% | $1,359 | 加仓 |
| CCK | CROWN HLDGS INC | $1.04万 | 0.00% | 93 | 33 | 55.0% | $3,698 | 加仓 |
| RDNT | RADNET INC | $1.04万 | 0.00% | 168 | 168 | — | $1.04万 | 新建仓 |
| FMAT | FIDELITY COVINGTON TRUST | $1.03万 | 0.00% | 175 | -4,864 | -96.5% | -$28.51万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $1.02万 | 0.00% | 272 | 254 | 1,411.1% | $9,560 | 加仓 |
| EQNR | EQUINOR ASA | $1.00万 | 0.00% | 319 | 8 | 2.6% | $251 | 加仓 |
| HEI | HEICO CORP NEW | $9,973 | 0.00% | 28 | 7 | 33.3% | $2,493 | 加仓 |
| CAVA | CAVA GROUP INC | $9,966 | 0.00% | 127 | 22 | 21.0% | $1,726 | 加仓 |
| AGYS | AGILYSYS INC | $9,823 | 0.00% | 94 | 90 | 2,250.0% | $9,405 | 加仓 |
| VMC | VULCAN MATLS CO | $9,748 | 0.00% | 33 | 4 | 13.8% | $1,182 | 加仓 |
| PACS | PACS GROUP INC | $9,721 | 0.00% | 228 | 8 | 3.6% | $341 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $9,605 | 0.00% | 76 | 76 | — | $9,605 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $9,601 | 0.00% | 36 | 36 | — | $9,601 | 新建仓 |
| FICO | FAIR ISAAC CORP | $9,558 | 0.00% | 8 | 4 | 100.0% | $4,779 | 加仓 |