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
PRGO PERRIGO CO PLC $7510.00%70 641,066.7% $687 加仓
PANL PANGAEA LOGISTICS SOLUTION L $7500.00%106 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $7470.00%10 -14-58.3% -$1,046 减仓
— CLEARWAY ENERGY INC $7440.00%19 13216.7% $509 加仓
COTY COTY INC $7370.00%367 3481,831.6% $699 加仓
FGD FIRST TR EXCHANGE-TRADED FD $7330.00%22 -1-4.3% -$33 减仓
SPIB SPDR SERIES TRUST $7260.00%21 -1-4.5% -$35 减仓
NXT NEXTPOWER INC $7230.00%6 -4-40.0% -$482 减仓
NXST NEXSTAR MEDIA GROUP INC $7230.00%4 2100.0% $362 加仓
WWD WOODWARD INC $7150.00%2 00.0% — 不变
OLN OLIN CORP $7130.00%24 12100.0% $356 加仓
FIGR FIGURE TECHNOLOGY SOLUTIO $7120.00%21 21— $712 新建仓
— MASIMO CORP $7110.00%4 4— $711 新建仓
HDB HDFC BANK LTD $7100.00%28 -502-94.7% -$1.27万 减仓
SNN SMITH & NEPHEW PLC $7090.00%22 -68-75.6% -$2,191 减仓
RGEN REPLIGEN CORP $7060.00%6 -4-40.0% -$471 减仓
LOCO EL POLLO LOCO HLDGS INC $7060.00%51 00.0% — 不变
CYD CHINA YUCHAI INTL LTD $6930.00%18 9100.0% $346 加仓
UVV UNIVERSAL CORP VA MTNS BK EN $6850.00%13 -8-38.1% -$422 减仓
FIVE FIVE BELOW INC $6850.00%3 3— $685 新建仓
GSL GLOBAL SHIP LEASE INC $6730.00%18 538.5% $187 加仓
PB PROSPERITY BANCSHARES INC $6710.00%10 10— $671 新建仓
BSY BENTLEY SYS INC $6670.00%19 -40-67.8% -$1,404 减仓
ASH ASHLAND INC $6670.00%12 00.0% — 不变
FAF FIRST AMERN FINL CORP $6630.00%11 110.0% $60 加仓
MUR MURPHY OIL CORP $6600.00%16 00.0% — 不变
UGI UGI CORP NEW $6550.00%18 171,700.0% $619 加仓
— FORAFRIC GLOBAL PLC $6460.00%67 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC $6440.00%18 14350.0% $501 加仓
OKLO OKLO INC $6440.00%13 13— $644 新建仓
UDR UDR INC $6410.00%19 872.7% $270 加仓
SPIP SPDR SERIES TRUST $6330.00%24 00.0% — 不变
SVV SAVERS VALUE VLG INC $6320.00%85 85— $632 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $6270.00%105 67176.3% $400 加仓
HGV HILTON GRAND VACATIONS INC $6250.00%16 14700.0% $547 加仓
WSC WILLSCOT HLDGS CORP $6240.00%36 12.9% $17 加仓
— SELECT MED HLDGS CORP $6190.00%38 00.0% — 不变
SPAB SPDR SERIES TRUST $6170.00%24 00.0% — 不变
GTY GETTY RLTY CORP NEW $6130.00%19 00.0% — 不变
VCYT VERACYTE INC $6110.00%19 -2-9.5% -$64 减仓
RES RPC INC $6080.00%86 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $5990.00%15 -1-6.2% -$40 减仓
SPXC SPX TECHNOLOGIES INC $5990.00%3 3— $599 新建仓
TFX TELEFLEX INCORPORATED $5980.00%5 4400.0% $478 加仓
BBIO BRIDGEBIO PHARMA INC $5940.00%8 -1-11.1% -$74 减仓
SON SONOCO PRODS CO $5940.00%11 8266.7% $432 加仓
CYTK CYTOKINETICS INC $5930.00%9 8800.0% $527 加仓
AES AES CORP $5910.00%42 -136-76.4% -$1,914 减仓
WULF TERAWULF INC $5910.00%41 41— $591 新建仓
NOVT NOVANTA INC $5900.00%5 3150.0% $354 加仓
RBRK RUBRIK INC. $5870.00%12 111,100.0% $538 加仓
KMX CARMAX INC $5820.00%14 675.0% $249 加仓
CDRE CADRE HLDGS INC $5820.00%19 19— $582 新建仓
NHI NATIONAL HEALTH INVS INC $5720.00%7 116.7% $82 加仓
LIVN LIVANOVA PLC $5720.00%9 480.0% $254 加仓
IYY ISHARES TR $5710.00%3 -1-25.0% -$190 减仓
GXO GXO LOGISTICS INCORPORATED $5700.00%11 11— $570 新建仓
GILT GILAT SATELLITE NETWORKS LTD $5550.00%37 1676.2% $240 加仓
— LIBERTY BROADBAND CORP $5520.00%11 -3-21.4% -$151 减仓
STNE STONECO LTD $5500.00%39 -50-56.2% -$705 减仓
U UNITY SOFTWARE INC $5480.00%25 -154-86.0% -$3,376 减仓
AAL AMERICAN AIRLINES GROUP INC $5470.00%51 -137-72.9% -$1,469 减仓
FIVN FIVE9 INC $5460.00%36 -20-35.7% -$303 减仓
HRB BLOCK H & R INC $5450.00%17 -150-89.8% -$4,809 减仓
CCJ CAMECO CORP $5430.00%5 -254-98.1% -$2.76万 减仓
BBWI BATH & BODY WORKS INC $5410.00%29 1493.3% $261 加仓
NSIT INSIGHT ENTERPRISES INC $5360.00%8 -2-20.0% -$134 重新持有
NTR NUTRIEN LTD $5320.00%7 7— $532 新建仓
HTLD HEARTLAND EXPRESS INC $5310.00%51 00.0% — 不变
LNTH LANTHEUS HLDGS INC $5300.00%7 116.7% $76 加仓
INVH INVITATION HOMES INC $5280.00%21 18600.0% $453 加仓
TPG TPG INC $5260.00%13 -2-13.3% -$81 减仓
NCNO NCINO INC $5240.00%35 27337.5% $404 加仓
TECH BIO-TECHNE CORP $5220.00%10 -1-9.1% -$52 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $5200.00%8 8— $520 新建仓
FEZ SPDR INDEX SHS FDS $5170.00%8 -4-33.3% -$258 减仓
CTO CTO RLTY GROWTH INC NEW $5170.00%28 00.0% — 不变
FXZ FIRST TR EXCHANGE-TRADED FD $5170.00%6 -1-14.3% -$86 减仓
RYZ RYERSON HLDG CORP $5170.00%23 18360.0% $405 加仓
ACHC ACADIA HEALTHCARE COMPANY IN $5140.00%22 17340.0% $397 加仓
GATX GATX CORP $5120.00%3 3— $512 新建仓
SMMV ISHARES TR $5110.00%11 -1-8.3% -$46 减仓
BCPC BALCHEM CORP $5080.00%3 00.0% — 不变
GGG GRACO INC $5070.00%6 -7-53.8% -$592 重新持有
ZIM ZIM INTEGRATED SHIPPING SERV $5050.00%19 19— $505 新建仓
QXO QXO INC $5040.00%26 19271.4% $368 加仓
ELS EQUITY LIFESTYLE PROPERTIES $5030.00%8 -4-33.3% -$252 减仓
BILL BILL HOLDINGS INC $4970.00%13 562.5% $191 加仓
VSNT VERSANT MEDIA GROUP INC $4920.00%13 13— $492 新建仓
CLF CLEVELAND-CLIFFS INC NEW $4900.00%58 51728.6% $431 加仓
ELF E L F BEAUTY INC $4840.00%8 -1-11.1% -$60 减仓
VOYA VOYA FINANCIAL INC $4780.00%7 5250.0% $341 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $4760.00%3 -19-86.4% -$3,015 减仓
APPF APPFOLIO INC $4730.00%3 -48-94.1% -$7,568 减仓
MRTN MARTEN TRANS LTD $4720.00%36 00.0% — 不变
ABR ARBOR REALTY TRUST INC $4700.00%61 41205.0% $316 加仓
MKC MCCORMICK & CO INC $4690.00%9 -9-50.0% -$469 减仓
LAZ LAZARD INC $4670.00%11 101,000.0% $425 重新持有
EEFT EURONET WORLDWIDE INC $4640.00%7 116.7% $66 加仓
ST SENSATA TECHNOLOGIES HLDG PL $4570.00%13 00.0% — 不变