13F 机构持仓

Transamerica Financial Advisors, LLC

CEDAR RAPIDS IA · SEC CIK 0001502149

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VV 5.5%
QQQ 2.7%
BND 2.4%
NVDA 2.3%
VEA 1.9%
VO 1.7%
GEV 1.6%
SCHX 1.6%
AVGO 1.6%
AAPL 1.5%

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
RVTY REVVITY INC $2,1030.00%24 17242.9% $1,490 加仓
TCBI TEXAS CAP BANCSHARES INC $2,0870.00%22 14.8% $95 加仓
IOT SAMSARA INC $2,0590.00%65 38140.7% $1,204 加仓
MFG MIZUHO FINANCIAL GROUP INC $2,0560.00%259 00.0% — 不变
ALV AUTOLIV INC $2,0530.00%19 19— $2,053 新建仓
CWEN CLEARWAY ENERGY INC $2,0430.00%52 491,633.3% $1,925 加仓
RGLD ROYAL GOLD INC $2,0350.00%8 4100.0% $1,018 加仓
BE BLOOM ENERGY CORP $2,0320.00%15 9150.0% $1,219 加仓
SMCI SUPER MICRO COMPUTER INC $2,0030.00%88 64266.7% $1,457 加仓
MTG MGIC INVT CORP WIS $1,9950.00%76 1116.9% $289 加仓
RITM RITHM CAPITAL CORP $1,9900.00%210 -83-28.3% -$787 减仓
CPT CAMDEN PPTY TR $1,9900.00%20 -8-28.6% -$796 减仓
ECHO ECHOSTAR CORP $1,9900.00%17 161,600.0% $1,873 加仓
GLOB GLOBANT S A $1,9820.00%43 31258.3% $1,429 加仓
SCHD SCHWAB STRATEGIC TR $1,9590.00%63 814.5% $249 加仓
PAYC PAYCOM SOFTWARE INC $1,9440.00%16 11220.0% $1,336 加仓
— ISHARES INC $1,9350.00%54 -1-1.8% -$36 减仓
LYG LLOYDS BANKING GROUP PLC $1,9160.00%381 -2,415-86.4% -$1.21万 减仓
AAP ADVANCE AUTO PARTS INC $1,9120.00%36 1571.4% $797 加仓
KSS KOHLS CORP $1,8960.00%147 147— $1,896 新建仓
BYD BOYD GAMING CORP $1,8930.00%23 964.3% $741 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $1,8900.00%10 00.0% — 不变
KN KNOWLES CORP $1,8740.00%73 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG $1,8730.00%36 331,100.0% $1,717 加仓
LOPE GRAND CANYON ED INC $1,8700.00%11 583.3% $850 加仓
AMRZ AMRIZE LTD $1,8480.00%33 1694.1% $896 加仓
WEX WEX INC $1,8360.00%12 111,100.0% $1,683 重新持有
CRCL CIRCLE INTERNET GROUP INC $1,8120.00%19 19— $1,812 新建仓
TKR TIMKEN CO $1,8100.00%18 15.9% $101 加仓
WFRD WEATHERFORD INTL PLC $1,8050.00%19 426.7% $380 加仓
TROW PRICE T ROWE GROUP INC $1,8020.00%20 00.0% — 不变
VFC V F CORP $1,8020.00%106 95863.6% $1,615 加仓
PCVX VAXCYTE INC $1,8010.00%31 28933.3% $1,627 加仓
EPOL ISHARES TR $1,7920.00%49 00.0% — 不变
QURE UNIQURE NV $1,7820.00%109 3853.5% $621 加仓
— DUPONT DE NEMOURS INC $1,7400.00%38 38.6% $137 加仓
TTEK TETRA TECH INC NEW $1,7220.00%57 918.8% $272 加仓
HUN HUNTSMAN CORP $1,7160.00%129 78152.9% $1,038 加仓
MDU MDU RES GROUP INC $1,7080.00%82 2032.3% $417 加仓
SPLB SPDR SERIES TRUST $1,7070.00%76 -1-1.3% -$22 减仓
COLM COLUMBIA SPORTSWEAR CO $1,6990.00%31 25416.7% $1,370 加仓
— PAMT CORP $1,6900.00%200 200— $1,690 新建仓
BNL BROADSTONE NET LEASE INC $1,6890.00%91 -14-13.3% -$260 减仓
AAXJ ISHARES TR $1,6860.00%17 -1-5.6% -$99 减仓
— AVALONBAY CMNTYS INC $1,6820.00%10 -19-65.5% -$3,196 减仓
— SEALED AIR CORP NEW $1,6820.00%40 -7-14.9% -$294 减仓
— FIRST TR EXCH TRD ALPHDX FD $1,6630.00%32 -17-34.7% -$883 减仓
ROIV ROIVANT SCIENCES LTD $1,6620.00%60 551,100.0% $1,524 加仓
DLB DOLBY LABORATORIES INC $1,6600.00%27 262,600.0% $1,599 加仓
AZZ AZZ INC $1,6260.00%13 8160.0% $1,001 加仓
AEIS ADVANCED ENERGY INDS $1,6140.00%5 -5-50.0% -$1,614 减仓
NHC NATIONAL HEALTHCARE CORP $1,6030.00%10 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $1,5890.00%85 -2-2.3% -$37 减仓
RUSHA RUSH ENTERPRISES INC $1,5860.00%24 00.0% — 不变
SHLS SHOALS TECHNOLOGIES GROUP IN $1,5850.00%241 241— $1,585 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $1,5810.00%28 14100.0% $790 加仓
IREN IREN LIMITED $1,5760.00%46 46— $1,576 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $1,5640.00%17 -6-26.1% -$552 减仓
GRFS GRIFOLS S A $1,5630.00%195 1903,800.0% $1,523 加仓
FLRN SPDR SERIES TRUST $1,5620.00%50 -3-5.7% -$94 减仓
ZD ZIFF DAVIS INC $1,5520.00%37 19105.6% $797 加仓
NJR NEW JERSEY RES CORP $1,5370.00%28 28— $1,537 新建仓
COKE COCA COLA CONS INC $1,5330.00%8 233.3% $383 加仓
WU WESTERN UN CO $1,5190.00%174 138.1% $113 加仓
LAMR LAMAR ADVERTISING CO $1,5190.00%12 111,100.0% $1,392 加仓
PAG PENSKE AUTOMOTIVE GRP INC $1,5030.00%10 6150.0% $902 加仓
INSP INSPIRE MED SYS INC $1,4950.00%29 25625.0% $1,289 加仓
SPB SPECTRUM BRANDS HOLDINGS INC $1,4740.00%20 00.0% — 不变
HTHT H WORLD GROUP LTD $1,4580.00%29 16123.1% $804 加仓
FSTA FIDELITY COVINGTON TRUST $1,4320.00%27 -57-67.9% -$3,023 减仓
— NUVEEN CORE EQUITY ALPHA FD $1,4100.00%91 -61-40.1% -$945 减仓
SNDR SCHNEIDER NATIONAL INC $1,4010.00%53 1023.3% $264 加仓
UMC UNITED MICROELECTRONICS CORP $1,3910.00%155 106216.3% $951 加仓
SWX SOUTHWEST GAS HLDGS INC $1,3900.00%16 16— $1,390 新建仓
ATOM ATOMERA INC $1,3830.00%363 363— $1,383 新建仓
CBSH COMMERCE BANCSHARES INC $1,3770.00%28 28— $1,377 新建仓
KNSL KINSALE CAP GROUP INC $1,3700.00%4 4— $1,370 新建仓
IWM ISHARES TR $1,3610.00%5 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $1,3610.00%14 10250.0% $972 加仓
FLSP FRANKLIN TEMPLETON ETF TR $1,3600.00%50 50— $1,360 新建仓
VICI VICI PPTYS INC $1,3550.00%49 -99-66.9% -$2,738 减仓
VGIT VANGUARD SCOTTSDALE FDS $1,3540.00%22 -1-4.3% -$62 减仓
— FIRST TR EXCH TRD ALPHDX FD $1,3470.00%52 -2-3.7% -$52 减仓
FWONA LIBERTY MEDIA CORP DEL $1,3270.00%17 -5-22.7% -$390 减仓
MSA MSA SAFETY INC $1,3110.00%8 7700.0% $1,147 重新持有
FRHC FREEDOM HOLDING CORP $1,3030.00%9 9— $1,303 新建仓
SSB SOUTHSTATE BK CORP $1,2950.00%14 14— $1,295 新建仓
NMR NOMURA HLDGS INC $1,2930.00%164 2921.5% $229 加仓
IJH ISHARES TR $1,2820.00%18 -1-5.3% -$71 减仓
ORI OLD REP INTL CORP $1,2760.00%32 -11-25.6% -$439 减仓
COLB COLUMBIA BKG SYS INC $1,2610.00%46 717.9% $192 加仓
RDN RADIAN GROUP INC $1,2570.00%38 -3-7.3% -$99 减仓
CC CHEMOURS CO $1,2550.00%57 2790.0% $594 加仓
NOK NOKIA CORP $1,2460.00%155 3327.0% $265 加仓
BOX BOX INC $1,2290.00%52 52— $1,229 新建仓
STIP ISHARES TR $1,2250.00%11 -1-8.3% -$111 减仓
TV GRUPO TELEVISA S A B $1,2220.00%420 17470.7% $506 加仓
NWL NEWELL BRANDS INC $1,2100.00%353 241215.2% $826 加仓
CR CRANE COMPANY $1,2000.00%7 -7-50.0% -$1,200 减仓
CRBG COREBRIDGE FINL INC $1,1930.00%50 40400.0% $954 加仓