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
UBSI UNITED BANKSHARES INC WEST V $4550.00%11 11— $455 新建仓
OWL BLUE OWL CAPITAL INC $4470.00%49 -24-32.9% -$219 减仓
ZION ZIONS BANCORPORATION NATL AS $4440.00%7 -1-12.5% -$63 减仓
RCAT RED CAT HLDGS INC $4310.00%33 33— $431 新建仓
PAR PAR TECHNOLOGY CORP $4260.00%32 32— $426 新建仓
RH RH $4190.00%3 -10-76.9% -$1,397 减仓
— WEBSTER FINL CORP $4160.00%6 6— $416 新建仓
IGIB ISHARES TR $4130.00%7 -1-12.5% -$59 减仓
MAN MANPOWERGROUP INC WIS $4120.00%14 -10-41.7% -$294 减仓
WMK WEIS MKTS INC $4100.00%6 -2-25.0% -$137 减仓
HTO H2O AMERICA $4100.00%7 00.0% — 不变
RXO RXO INC $4090.00%28 1386.7% $190 加仓
FLG FLAGSTAR BANK NATIONAL ASSOC $4080.00%31 -78-71.6% -$1,027 减仓
PTCT PTC THERAPEUTICS INC $4080.00%6 -1-14.3% -$68 减仓
CE CELANESE CORP DEL $4080.00%6 120.0% $68 加仓
WDFC WD 40 CO $4070.00%2 00.0% — 不变
FLO FLOWERS FOODS INC $4070.00%50 1856.2% $147 加仓
GSY INVESCO ACTIVELY MANAGED EXC $4050.00%8 00.0% — 不变
NVST ENVISTA HOLDINGS CORPORATION $4050.00%16 16.7% $25 重新持有
BALY BALLYS CORPORATION $4040.00%42 00.0% — 不变
OPCH OPTION CARE HEALTH INC $4030.00%15 15— $403 新建仓
CDP COPT DEFENSE PROPERTIES $4010.00%13 00.0% — 不变
LINE LINEAGE INC $3990.00%12 333.3% $100 加仓
KMPR KEMPER CORP $3970.00%13 9225.0% $275 加仓
— WISDOMTREE TR $3950.00%20 -1-4.8% -$20 减仓
FOUR SHIFT4 PMTS INC $3930.00%9 8800.0% $349 加仓
HIW HIGHWOODS PPTYS INC $3850.00%18 -25-58.1% -$535 重新持有
SUI SUN CMNTYS INC $3810.00%3 -11-78.6% -$1,397 减仓
TWST TWIST BIOSCIENCE CORP $3800.00%8 -10-55.6% -$475 减仓
PBF PBF ENERGY INC $3800.00%8 5166.7% $238 加仓
PSN PARSONS CORP DEL $3790.00%7 375.0% $162 重新持有
COLD AMERICOLD REALTY TRUST INC $3740.00%32 -34-51.5% -$397 减仓
SHC SOTERA HEALTH CO $3720.00%26 -18-40.9% -$258 重新持有
JEF JEFFERIES FINANCIAL GROUP IN $3710.00%9 -44-83.0% -$1,814 减仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $3710.00%40 -18-31.0% -$167 减仓
GSST GOLDMAN SACHS ETF TR $3710.00%7 00.0% — 不变
EGP EASTGROUP PPTYS INC $3700.00%2 2— $370 新建仓
LBTYK LIBERTY GLOBAL LTD $3630.00%31 17121.4% $199 加仓
HIMX HIMAX TECHNOLOGIES INC $3620.00%46 2184.0% $165 加仓
— SUPERNUS PHARMACEUTICALS $3610.00%7 00.0% — 不变
NMRK NEWMARK GROUP INC $3590.00%24 -15-38.5% -$224 减仓
PBA PEMBINA PIPELINE CORP $3580.00%8 8— $358 新建仓
FXE INVESCO CURRENCYSHARES EURO $3560.00%3 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $3560.00%16 00.0% — 不变
XRAY DENTSPLY SIRONA INC $3480.00%30 16114.3% $186 加仓
UA UNDER ARMOUR INC $3470.00%60 23.4% $12 加仓
PUK PRUDENTIAL PLC $3450.00%12 00.0% — 不变
RMBS RAMBUS INC DEL $3440.00%4 2100.0% $172 加仓
AM ANTERO MIDSTREAM CORP $3420.00%15 15— $342 新建仓
EQH EQUITABLE HLDGS INC $3330.00%9 -7-43.8% -$259 减仓
DOCS DOXIMITY INC $3260.00%14 131,300.0% $303 加仓
SOLS SOLSTICE ADVANCED MATLS INC $3170.00%4 -713-99.4% -$5.65万 减仓
FIG FIGMA INC $3170.00%15 15— $317 新建仓
HWC HANCOCK WHITNEY CORPORATION $3170.00%5 5— $317 新建仓
CPB THE CAMPBELLS COMPANY $3160.00%14 -7-33.3% -$158 减仓
FNK FIRST TR EXCHANGE-TRADED ALP $3150.00%5 -1-16.7% -$63 减仓
PCY INVESCO EXCH TRADED FD TR II $3130.00%15 15— $313 新建仓
ARWR ARROWHEAD PHARMACEUTICALS IN $3130.00%5 5— $313 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $3130.00%7 116.7% $45 重新持有
GBCI GLACIER BANCORP INC NEW $3120.00%7 7— $312 新建仓
NATR NATURES SUNSHINE PRODS INC $3110.00%13 00.0% — 不变
DAR DARLING INGREDIENTS INC $3090.00%5 266.7% $124 加仓
VCLT VANGUARD SCOTTSDALE FDS $2960.00%3 -1-25.0% -$99 减仓
DUOL DUOLINGO INC $2950.00%3 150.0% $98 加仓
JD JD.COM INC $2950.00%10 10— $295 新建仓
SFBS SERVISFIRST BANCSHARES INC $2910.00%4 4— $291 新建仓
CCC CCC INTELLIGENT SOLUTIONS HL $2880.00%48 1650.0% $96 加仓
CLH CLEAN HARBORS INC $2860.00%1 00.0% — 不变
IDA IDACORP INC $2850.00%2 00.0% — 不变
AGYS AGILYSYS INC $2840.00%4 4— $284 新建仓
HL HECLA MINING COMPANY $2790.00%15 15— $279 新建仓
SAIL SAILPOINT INC $2780.00%21 19950.0% $252 加仓
DFH DREAM FINDERS HOMES INC $2780.00%20 20— $278 新建仓
SIRI SIRIUSXM HOLDINGS INC $2760.00%12 19.1% $23 加仓
CRC CALIFORNIA RES CORP $2760.00%4 00.0% — 不变
CFR CULLEN FROST BANKERS INC $2740.00%2 2— $274 新建仓
HELE HELEN OF TROY LTD $2730.00%19 19— $273 新建仓
RBA RB GLOBAL INC $2710.00%2 -106-98.1% -$1.44万 减仓
VLY VALLEY NATL BANCORP $2700.00%22 22— $270 新建仓
MICC MAGNUM ICE CREAM CO NV $2690.00%18 -1,189-98.5% -$1.78万 减仓
— TELIX PHARMACEUTICAL LTD $2670.00%28 312.0% $29 加仓
SJNK SPDR SERIES TRUST $2640.00%10 -1-9.1% -$26 减仓
QLYS QUALYS INC $2630.00%3 2200.0% $175 加仓
IIPR INNOVATIVE INDL PPTYS INC $2600.00%5 -3-37.5% -$156 减仓
REYN REYNOLDS CONSUMER PRODS INC $2540.00%12 -32-72.7% -$677 减仓
SHYG ISHARES TR $2530.00%5 -330-98.5% -$1.67万 减仓
— RE/MAX HLDGS INC $2530.00%44 22100.0% $126 加仓
VNLA JANUS DETROIT STR TR $2500.00%5 00.0% — 不变
FLOC FLOWCO HLDGS INC $2470.00%12 00.0% — 不变
CLDT CHATHAM LODGING TR $2470.00%31 00.0% — 不变
RYAM RAYONIER ADVANCED MATLS INC $2430.00%22 00.0% — 不变
— TELEFONICA S A $2430.00%56 -569-91.0% -$2,469 重新持有
TOWN TOWNEBANK PORTSMOUTH VA $2370.00%7 -4-36.4% -$135 减仓
LGIH LGI HOMES INC $2370.00%6 6— $237 新建仓
WHD CACTUS INC $2360.00%5 00.0% — 不变
ECG EVERUS CONSTR GROUP $2360.00%2 2— $236 新建仓
FVR FRONTVIEW REIT INC $2350.00%15 00.0% — 不变
TROX TRONOX HOLDINGS PLC $2350.00%24 00.0% — 不变
NEWT NEWTEKONE INC $2330.00%21 00.0% — 不变
— MERCER INTL INC $2310.00%163 163— $231 新建仓