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 |
|---|---|---|---|---|---|---|---|---|
| KIM | KIMCO REALTY CORP | $3,498 | 0.00% | 138 | 30 | 27.8% | $760 | 加仓 |
| EMN | EASTMAN CHEM CO | $3,466 | 0.00% | 51 | -2 | -3.8% | -$136 | 减仓 |
| TTC | TORO CO | $3,449 | 0.00% | 35 | -1 | -2.8% | -$99 | 减仓 |
| PUK | PRUDENTIAL PLC | $3,431 | 0.00% | 128 | 116 | 966.7% | $3,109 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $3,408 | 0.00% | 113 | 95 | 527.8% | $2,865 | 加仓 |
| NMR | NOMURA HLDGS INC | $3,397 | 0.00% | 387 | 223 | 136.0% | $1,957 | 加仓 |
| ALB | ALBEMARLE CORP | $3,384 | 0.00% | 25 | -7 | -21.9% | -$948 | 减仓 |
| — | SOUTHLAND HLDGS INC | $3,372 | 0.00% | 5,081 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $3,356 | 0.00% | 125 | 76 | 155.1% | $2,040 | 加仓 |
| TENB | TENABLE HLDGS INC | $3,319 | 0.00% | 90 | 90 | — | $3,319 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $3,266 | 0.00% | 251 | 7 | 2.9% | $91 | 加仓 |
| AVTR | AVANTOR INC | $3,247 | 0.00% | 328 | 328 | — | $3,247 | 新建仓 |
| ISTB | ISHARES TR | $3,229 | 0.00% | 66 | 14 | 26.9% | $685 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $3,214 | 0.00% | 81 | 81 | — | $3,214 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,201 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $3,197 | 0.00% | 22 | 4 | 22.2% | $581 | 加仓 |
| FRO | FRONTLINE PLC | $3,165 | 0.00% | 91 | 5 | 5.8% | $174 | 加仓 |
| ATOM | ATOMERA INC | $3,161 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $3,150 | 0.00% | 38 | -1 | -2.6% | -$83 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $3,138 | 0.00% | 104 | -1,508 | -93.5% | -$4.55万 | 减仓 |
| KEX | KIRBY CORP | $3,127 | 0.00% | 23 | 1 | 4.5% | $136 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $3,103 | 0.00% | 35 | 19 | 118.8% | $1,684 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $3,091 | 0.00% | 50 | 19 | 61.3% | $1,175 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $3,090 | 0.00% | 27 | 13 | 92.9% | $1,488 | 加仓 |
| COIN | COINBASE GLOBAL INC | $3,069 | 0.00% | 21 | -33 | -61.1% | -$4,823 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $2,960 | 0.00% | 70 | 70 | — | $2,960 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $2,951 | 0.00% | 84 | 80 | 2,000.0% | $2,810 | 重新持有 |
| ELA | ENVELA CORP | $2,945 | 0.00% | 102 | 102 | — | $2,945 | 新建仓 |
| IWD | ISHARES TR | $2,922 | 0.00% | 12 | 7 | 140.0% | $1,704 | 加仓 |
| CPT | CAMDEN PPTY TR | $2,914 | 0.00% | 25 | 5 | 25.0% | $583 | 加仓 |
| IQLT | ISHARES TR | $2,913 | 0.00% | 58 | 53 | 1,060.0% | $2,662 | 加仓 |
| ERIE | ERIE INDTY CO | $2,877 | 0.00% | 12 | 11 | 1,100.0% | $2,637 | 重新持有 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,867 | 0.00% | 11 | -1 | -8.3% | -$261 | 减仓 |
| IVZ | INVESCO LTD | $2,864 | 0.00% | 108 | -49 | -31.2% | -$1,299 | 减仓 |
| SJM | SMUCKER J M CO | $2,852 | 0.00% | 25 | 15 | 150.0% | $1,711 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $2,823 | 0.00% | 98 | 76 | 345.5% | $2,189 | 加仓 |
| SM | SM ENERGY COMPANY | $2,818 | 0.00% | 108 | 12 | 12.5% | $313 | 加仓 |
| — | PAMT CORP | $2,802 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2,786 | 0.00% | 95 | 7 | 8.0% | $205 | 加仓 |
| CNA | CNA FINL CORP | $2,770 | 0.00% | 57 | -21 | -26.9% | -$1,021 | 减仓 |
| QLYS | QUALYS INC | $2,749 | 0.00% | 20 | 17 | 566.7% | $2,337 | 加仓 |
| LFUS | LITTELFUSE INC | $2,747 | 0.00% | 6 | -7 | -53.8% | -$3,205 | 减仓 |
| NXT | NEXTPOWER INC | $2,740 | 0.00% | 23 | 17 | 283.3% | $2,025 | 加仓 |
| HUBS | HUBSPOT INC | $2,737 | 0.00% | 15 | -28 | -65.1% | -$5,109 | 减仓 |
| PSK | SPDR SERIES TRUST | $2,732 | 0.00% | 89 | -4 | -4.3% | -$123 | 减仓 |
| ALMS | ALUMIS INC | $2,729 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $2,726 | 0.00% | 11 | -7,268 | -99.8% | -$180.11万 | 减仓 |
| MLI | MUELLER INDS INC | $2,708 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $2,702 | 0.00% | 46 | -37 | -44.6% | -$2,173 | 减仓 |
| IOT | SAMSARA INC | $2,691 | 0.00% | 83 | 18 | 27.7% | $584 | 加仓 |
| BSY | BENTLEY SYS INC | $2,690 | 0.00% | 90 | 71 | 373.7% | $2,122 | 加仓 |
| BOX | BOX INC | $2,680 | 0.00% | 101 | 49 | 94.2% | $1,300 | 加仓 |
| — | AVALONBAY CMNTYS INC | $2,666 | 0.00% | 14 | 4 | 40.0% | $762 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2,666 | 0.00% | 98 | -57 | -36.8% | -$1,551 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $2,633 | 0.00% | 92 | 42 | 84.0% | $1,202 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,632 | 0.00% | 9 | 2 | 28.6% | $585 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $2,599 | 0.00% | 116 | -80 | -40.8% | -$1,792 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $2,597 | 0.00% | 37 | -35 | -48.6% | -$2,457 | 减仓 |
| APA | APA CORPORATION | $2,573 | 0.00% | 79 | 26 | 49.1% | $847 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2,568 | 0.00% | 27 | 26 | 2,600.0% | $2,473 | 加仓 |
| IREN | IREN LIMITED | $2,560 | 0.00% | 56 | 10 | 21.7% | $457 | 加仓 |
| — | SILA REALTY TRUST INC | $2,553 | 0.00% | 84 | 84 | — | $2,553 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $2,525 | 0.00% | 17 | -21 | -55.3% | -$3,119 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $2,515 | 0.00% | 92 | 89 | 2,966.7% | $2,433 | 加仓 |
| TRI | THOMSON REUTERS CORP | $2,463 | 0.00% | 30 | 2 | 7.1% | $164 | 加仓 |
| RNG | RINGCENTRAL INC | $2,455 | 0.00% | 63 | 4 | 6.8% | $156 | 加仓 |
| MSA | MSA SAFETY INC | $2,444 | 0.00% | 14 | 6 | 75.0% | $1,047 | 加仓 |
| PCVX | VAXCYTE INC | $2,441 | 0.00% | 42 | 11 | 35.5% | $639 | 加仓 |
| NWL | NEWELL BRANDS INC | $2,437 | 0.00% | 397 | 44 | 12.5% | $270 | 加仓 |
| NTES | NETEASE COM INC | $2,435 | 0.00% | 19 | -2 | -9.5% | -$256 | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $2,426 | 0.00% | 71 | 19 | 36.5% | $649 | 加仓 |
| PJT | PJT PARTNERS INC | $2,415 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $2,405 | 0.00% | 15 | 12 | 400.0% | $1,924 | 加仓 |
| GIB | CGI INC | $2,389 | 0.00% | 37 | 37 | — | $2,389 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $2,385 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $2,373 | 0.00% | 42 | 14 | 50.0% | $791 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2,355 | 0.00% | 6 | 6 | — | $2,355 | 新建仓 |
| STE | STERIS PLC | $2,316 | 0.00% | 11 | -13 | -54.2% | -$2,737 | 减仓 |
| — | ISHARES INC | $2,311 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $2,303 | 0.00% | 99 | -3,256 | -97.0% | -$7.57万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2,297 | 0.00% | 13 | 13 | — | $2,297 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2,293 | 0.00% | 13 | -11 | -45.8% | -$1,940 | 减仓 |
| THO | THOR INDS INC | $2,254 | 0.00% | 30 | -4 | -11.8% | -$301 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,252 | 0.00% | 39 | 11 | 39.3% | $635 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2,229 | 0.00% | 29 | 12 | 70.6% | $922 | 加仓 |
| BWA | BORGWARNER INC | $2,191 | 0.00% | 33 | -43 | -56.6% | -$2,855 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $2,186 | 0.00% | 121 | 70 | 137.3% | $1,265 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,185 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $2,177 | 0.00% | 102 | 20 | 24.4% | $427 | 加仓 |
| BXC | BLUELINX HLDGS INC | $2,165 | 0.00% | 35 | 34 | 3,400.0% | $2,103 | 重新持有 |
| TS | TENARIS S A | $2,164 | 0.00% | 39 | 1 | 2.6% | $55 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2,161 | 0.00% | 29 | -17 | -37.0% | -$1,267 | 减仓 |
| OVV | OVINTIV INC | $2,158 | 0.00% | 41 | 22 | 115.8% | $1,158 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2,133 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $2,120 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $2,114 | 0.00% | 36 | 17 | 89.5% | $998 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,112 | 0.00% | 33 | -761 | -95.8% | -$4.87万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $2,109 | 0.00% | 22 | -1,214 | -98.2% | -$11.64万 | 减仓 |
| VSTS | VESTIS CORPORATION | $2,090 | 0.00% | 144 | 144 | — | $2,090 | 新建仓 |
| AAXJ | ISHARES TR | $2,089 | 0.00% | 17 | 0 | 0.0% | — | 不变 |