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 |
|---|---|---|---|---|---|---|---|---|
| — | REPOSITRAK INC | $685 | 0.00% | 76 | 76 | — | $685 | 新建仓 |
| FMC | FMC CORP | $684 | 0.00% | 59 | -7 | -10.6% | -$81 | 减仓 |
| CYTK | CYTOKINETICS INC | $681 | 0.00% | 8 | -1 | -11.1% | -$85 | 减仓 |
| — | TELIX PHARMACEUTICAL LTD | $680 | 0.00% | 59 | 31 | 110.7% | $357 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $678 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $678 | 0.00% | 40 | 40 | — | $678 | 新建仓 |
| — | FORAFRIC GLOBAL PLC | $675 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $663 | 0.00% | 4 | 2 | 100.0% | $332 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $658 | 0.00% | 12 | 4 | 50.0% | $219 | 加仓 |
| IYY | ISHARES TR | $657 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MYGN | MYRIAD GENETICS INC | $656 | 0.00% | 115 | 115 | — | $656 | 新建仓 |
| CNMD | CONMED CORP | $654 | 0.00% | 20 | 14 | 233.3% | $458 | 加仓 |
| ROG | ROGERS CORP | $654 | 0.00% | 4 | 4 | — | $654 | 新建仓 |
| CAMT | CAMTEK LTD | $652 | 0.00% | 4 | 4 | — | $652 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $649 | 0.00% | 13 | 4 | 44.4% | $200 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $645 | 0.00% | 15 | -3 | -16.7% | -$129 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $643 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $639 | 0.00% | 37 | -5,373 | -99.3% | -$9.28万 | 减仓 |
| SHC | SOTERA HEALTH CO | $639 | 0.00% | 36 | 10 | 38.5% | $178 | 加仓 |
| FORM | FORMFACTOR INC | $639 | 0.00% | 4 | 4 | — | $639 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $634 | 0.00% | 11 | 11 | — | $634 | 新建仓 |
| BURL | BURLINGTON STORES INC | $633 | 0.00% | 2 | -1 | -33.3% | -$316 | 减仓 |
| STAA | STAAR SURGICAL CO | $631 | 0.00% | 22 | 22 | — | $631 | 新建仓 |
| SF | STIFEL FINL CORP | $627 | 0.00% | 9 | -77 | -89.5% | -$5,364 | 减仓 |
| — | SELECT MED HLDGS CORP | $627 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| OGC | OCEANAGOLD CORP | $627 | 0.00% | 25 | 25 | — | $627 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $625 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $625 | 0.00% | 55 | 47 | 587.5% | $534 | 加仓 |
| QXO | QXO INC | $622 | 0.00% | 36 | 10 | 38.5% | $173 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $621 | 0.00% | 13 | -58 | -81.7% | -$2,771 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $620 | 0.00% | 13 | 11 | 550.0% | $525 | 加仓 |
| RWT | REDWOOD TRUST INC | $619 | 0.00% | 130 | 130 | — | $619 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $614 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $612 | 0.00% | 41 | 10 | 32.3% | $149 | 加仓 |
| APPS | DIGITAL TURBINE INC | $606 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $602 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $598 | 0.00% | 64 | 34 | 113.3% | $318 | 重新持有 |
| — | FITLIFE BRANDS INC | $594 | 0.00% | 54 | 54 | — | $594 | 新建仓 |
| VNOM | VIPER ENERGY INC | $593 | 0.00% | 14 | 13 | 1,300.0% | $551 | 加仓 |
| USIG | ISHARES TR | $592 | 0.00% | 11 | -871 | -98.8% | -$4.69万 | 减仓 |
| KELYA | KELLY SVCS INC | $589 | 0.00% | 48 | 38 | 380.0% | $466 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $586 | 0.00% | 15 | 15 | — | $586 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $584 | 0.00% | 66 | 49 | 288.2% | $434 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $581 | 0.00% | 17 | -35 | -67.3% | -$1,196 | 重新持有 |
| H | HYATT HOTELS CORP | $581 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| CHEF | CHEFS WHSE INC | $576 | 0.00% | 6 | 6 | — | $576 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $575 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BALY | BALLYS CORPORATION | $575 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $575 | 0.00% | 5 | 2 | 66.7% | $230 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $574 | 0.00% | 14 | 14 | — | $574 | 新建仓 |
| VREX | VAREX IMAGING CORP | $573 | 0.00% | 55 | 55 | — | $573 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $571 | 0.00% | 8 | -78 | -90.7% | -$5,567 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $571 | 0.00% | 17 | 2 | 13.3% | $67 | 加仓 |
| LINE | LINEAGE INC | $569 | 0.00% | 13 | 1 | 8.3% | $44 | 加仓 |
| RYZ | RYERSON HLDG CORP | $566 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $566 | 0.00% | 21 | 8 | 61.5% | $216 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $564 | 0.00% | 7 | 4 | 133.3% | $322 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $561 | 0.00% | 7 | 7 | — | $561 | 新建仓 |
| CNXC | CONCENTRIX CORP | $560 | 0.00% | 25 | 23 | 1,150.0% | $515 | 加仓 |
| SNAP | SNAP INC | $555 | 0.00% | 125 | 122 | 4,066.7% | $542 | 加仓 |
| MUR | MURPHY OIL CORP | $553 | 0.00% | 17 | 1 | 6.2% | $33 | 加仓 |
| VFC | V F CORP | $552 | 0.00% | 33 | -73 | -68.9% | -$1,221 | 减仓 |
| HELE | HELEN OF TROY LTD | $552 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $552 | 0.00% | 2 | 2 | — | $552 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $548 | 0.00% | 7 | 6 | 600.0% | $470 | 加仓 |
| PBF | PBF ENERGY INC | $546 | 0.00% | 12 | 4 | 50.0% | $182 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $542 | 0.00% | 34 | 2 | 6.2% | $32 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $541 | 0.00% | 658 | 658 | — | $541 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $540 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC | $540 | 0.00% | 22 | 22 | — | $540 | 新建仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $539 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SMMV | ISHARES TR | $539 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $539 | 0.00% | 13 | 11 | 550.0% | $456 | 加仓 |
| — | WEBSTER FINL CORP | $534 | 0.00% | 7 | 1 | 16.7% | $76 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $533 | 0.00% | 61 | 12 | 24.5% | $105 | 加仓 |
| BLKB | BLACKBAUD INC | $533 | 0.00% | 18 | 18 | — | $533 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $532 | 0.00% | 16 | 16 | — | $532 | 新建仓 |
| RMBS | RAMBUS INC DEL | $530 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $530 | 0.00% | 15 | 15 | — | $530 | 新建仓 |
| ETSY | ETSY INC | $527 | 0.00% | 7 | -12 | -63.2% | -$903 | 减仓 |
| AVNT | AVIENT CORPORATION | $519 | 0.00% | 14 | 14 | — | $519 | 新建仓 |
| RBA | RB GLOBAL INC | $518 | 0.00% | 4 | 2 | 100.0% | $259 | 加仓 |
| SONO | SONOS INC | $514 | 0.00% | 38 | 38 | — | $514 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $513 | 0.00% | 11 | 11 | — | $513 | 新建仓 |
| SFL | SFL CORPORATION LTD | $512 | 0.00% | 50 | 33 | 194.1% | $338 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $510 | 0.00% | 5 | -3 | -37.5% | -$306 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $508 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $507 | 0.00% | 14 | 14 | — | $507 | 新建仓 |
| SANM | SANMINA CORP | $506 | 0.00% | 2 | 2 | — | $506 | 新建仓 |
| RES | RPC INC | $501 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $498 | 0.00% | 33 | 33 | — | $498 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $497 | 0.00% | 16 | 16 | — | $497 | 新建仓 |
| CRWV | COREWEAVE INC | $497 | 0.00% | 5 | 5 | — | $497 | 新建仓 |
| RPD | RAPID7 INC | $494 | 0.00% | 61 | 46 | 306.7% | $373 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $489 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $487 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QUAD | QUAD / GRAPHICS INC | $487 | 0.00% | 57 | 57 | — | $487 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $486 | 0.00% | 10 | 1 | 11.1% | $49 | 加仓 |
| HBCP | HOMEBANCORP INC | $485 | 0.00% | 7 | 7 | — | $485 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $479 | 0.00% | 36 | 36 | — | $479 | 新建仓 |