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
H HYATT HOTELS CORP $00.00%0 —— — 申报中断
— OLYMPIC STEEL INC $00.00%0 -11-100.0% -$471 清仓
CHDN CHURCHILL DOWNS INC $00.00%0 —— — 申报中断
HAYW HAYWARD HLDGS INC $00.00%0 —— — 申报中断
TCOM TRIP COM GROUP LTD $00.00%0 -6-100.0% -$431 清仓
LLYVA LIBERTY LIVE HOLDINGS INC $00.00%0 -5-100.0% -$408 清仓
RAL RALLIANT CORP $00.00%0 —— — 申报中断
UE URBAN EDGE PPTYS $00.00%0 -21-100.0% -$403 清仓
TLN TALEN ENERGY CORP $00.00%0 —— — 申报中断
WHR WHIRLPOOL CORP $00.00%0 —— — 申报中断
SFNC SIMMONS 1ST NATL CORP $00.00%0 —— — 申报中断
HMY HARMONY GOLD MINING CO LTD $00.00%0 -17-100.0% -$338 清仓
ORA ORMAT TECHNOLOGIES INC $00.00%0 -3-100.0% -$331 清仓
RMR RMR GROUP INC $00.00%0 -22-100.0% -$328 清仓
LPX LOUISIANA PAC CORP $00.00%0 —— — 申报中断
TPYP TORTOISE CAPITAL SERIES TRUS $00.00%0 -9-100.0% -$314 清仓
— CONFLUENT INC $00.00%0 -10-100.0% -$302 清仓
— FIRST CAP INC $00.00%0 -5-100.0% -$296 清仓
EWG ISHARES INC $00.00%0 -7-100.0% -$294 清仓
SLVM SYLVAMO CORP $00.00%0 -6-100.0% -$289 清仓
ERIE ERIE INDTY CO $00.00%0 —— — 申报中断
ACCO ACCO BRANDS CORP $00.00%0 -72-100.0% -$269 清仓
KLC KINDERCARE LEARNING COMPANIE $00.00%0 -60-100.0% -$259 清仓
APOG APOGEE ENTERPRISES INC $00.00%0 -7-100.0% -$255 清仓
UMH UMH PPTYS INC $00.00%0 -16-100.0% -$255 清仓
JPST J P MORGAN EXCHANGE TRADED F $00.00%0 —— — 申报中断
PII POLARIS INC $00.00%0 —— — 申报中断
TRC TEJON RANCH CO $00.00%0 -16-100.0% -$252 清仓
IMXI INTERNATIONAL MNY EXPRESS IN $00.00%0 -16-100.0% -$246 清仓
EFOR ASGN INC $00.00%0 -5-100.0% -$241 清仓
WING WINGSTOP INC $00.00%0 —— — 申报中断
FLGT FULGENT GENETICS INC $00.00%0 -9-100.0% -$236 清仓
AIV APARTMENT INVT & MGMT CO $00.00%0 -39-100.0% -$232 清仓
PECO PHILLIPS EDISON & CO INC $00.00%0 -6-100.0% -$214 清仓
RRC RANGE RES CORP $00.00%0 —— — 申报中断
NREF NEXPOINT REAL ESTATE FIN INC $00.00%0 -15-100.0% -$211 清仓
BFAM BRIGHT HORIZONS FAM SOL IN D $00.00%0 -2-100.0% -$203 清仓
— ARES COML REAL ESTATE CORP $00.00%0 -41-100.0% -$202 清仓
— AMERICAS CAR-MART INC $00.00%0 —— — 申报中断
— NERDY INC $00.00%0 -189-100.0% -$197 清仓
— GLOBAL BUSINESS TRAVEL GROUP $00.00%0 -25-100.0% -$191 清仓
— FORGE GLOBAL HOLDINGS INC $00.00%0 -4-100.0% -$178 清仓
— SLEEP NUMBER CORP $00.00%0 -21-100.0% -$178 清仓
LOVE LOVESAC COMPANY $00.00%0 -12-100.0% -$177 清仓
VTS VITESSE ENERGY INC $00.00%0 -9-100.0% -$173 清仓
BGS B & G FOODS INC NEW $00.00%0 -37-100.0% -$166 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -17-100.0% -$166 清仓
MZTI MARZETTI COMPANY $00.00%0 -1-100.0% -$164 清仓
FUTU FUTU HLDGS LTD $00.00%0 —— — 申报中断
HPP HUDSON PAC PPTYS INC $00.00%0 -15-100.0% -$162 清仓
CNNE CANNAE HLDGS INC $00.00%0 -10-100.0% -$157 清仓
FSV FIRSTSERVICE CORP NEW $00.00%0 -1-100.0% -$156 清仓
GLNG GOLAR LNG LTD $00.00%0 -4-100.0% -$149 清仓
DRVN DRIVEN BRANDS HLDGS INC $00.00%0 -10-100.0% -$148 清仓
AR ANTERO RESOURCES CORP $00.00%0 —— — 申报中断
AFG AMERICAN FINL GROUP INC OHIO $00.00%0 -1-100.0% -$137 清仓
— FRANKLIN STR PPTYS CORP $00.00%0 —— — 申报中断
CAR AVIS BUDGET GROUP $00.00%0 —— — 申报中断
OGE OGE ENERGY CORP $00.00%0 —— — 申报中断
GRAB GRAB HOLDINGS LIMITED $00.00%0 -25-100.0% -$125 清仓
OLP ONE LIBERTY PPTYS INC $00.00%0 -6-100.0% -$124 清仓
PSFE PAYSAFE LIMITED $00.00%0 -15-100.0% -$121 清仓
ACH OWENS & MINOR INC NEW $00.00%0 —— — 申报中断
— NI HLDGS INC $00.00%0 -9-100.0% -$120 清仓
JACK JACK IN THE BOX INC $00.00%0 —— — 申报中断
FG F&G ANNUITIES & LIFE INC $00.00%0 -4-100.0% -$110 清仓
PRKS UNITED PARKS & RESORTS INC $00.00%0 -3-100.0% -$109 清仓
BAND BANDWIDTH INC $00.00%0 -7-100.0% -$108 清仓
— CLIPPER RLTY INC $00.00%0 -28-100.0% -$107 清仓
VLGEA VILLAGE SUPER MKT INC $00.00%0 -3-100.0% -$106 清仓
— LIFEZONE METALS LIMITED $00.00%0 —— — 申报中断
PRSU PURSUIT ATTRACTIONS AND HOSP $00.00%0 —— — 申报中断
— UDEMY INC $00.00%0 -17-100.0% -$99 清仓
— CITY OFFICE REIT INC $00.00%0 -14-100.0% -$98 清仓
GEO GEO GROUP INC NEW $00.00%0 -6-100.0% -$97 清仓
UTL UNITIL CORP $00.00%0 -2-100.0% -$97 清仓
OMDA OMADA HEALTH INC $00.00%0 -6-100.0% -$95 清仓
AHR AMERICAN HEALTHCARE REIT INC $00.00%0 —— — 申报中断
— ISPIRE TECHNOLOGY INC $00.00%0 -34-100.0% -$95 清仓
QS QUANTUMSCAPE CORP $00.00%0 —— — 申报中断
PMT PENNYMAC MTG INVT TR $00.00%0 -7-100.0% -$91 清仓
BBNX BETA BIONICS INC $00.00%0 -3-100.0% -$91 清仓
IRT INDEPENDENCE RLTY TR INC $00.00%0 -5-100.0% -$88 清仓
ONEW ONEWATER MARINE INC $00.00%0 -8-100.0% -$87 清仓
RYN RAYONIER INC $00.00%0 -4-100.0% -$87 清仓
CCOI COGENT COMMUNICATIONS HLDGS $00.00%0 —— — 申报中断
WK WORKIVA INC $00.00%0 —— — 申报中断
QDEL QUIDELORTHO CORP $00.00%0 —— — 申报中断
LUMN LUMEN TECHNOLOGIES INC $00.00%0 -11-100.0% -$85 清仓
SIGI SELECTIVE INS GROUP INC $00.00%0 -1-100.0% -$84 清仓
NEXT NEXTDECADE CORP $00.00%0 —— — 申报中断
PLAY DAVE & BUSTERS ENTMT INC $00.00%0 -5-100.0% -$81 清仓
STRA STRATEGIC ED INC $00.00%0 -1-100.0% -$80 清仓
GRNT GRANITE RIDGE RESOURCES INC $00.00%0 -17-100.0% -$80 清仓
PAL PROFICIENT AUTO LOGISTICS IN $00.00%0 —— — 申报中断
GOGO GOGO INC $00.00%0 —— — 申报中断
HNST HONEST CO INC $00.00%0 -29-100.0% -$75 清仓
GSHD GOOSEHEAD INS INC $00.00%0 -1-100.0% -$74 清仓
IPGP IPG PHOTONICS CORP $00.00%0 -1-100.0% -$72 清仓
OPK OPKO HEALTH INC $00.00%0 -56-100.0% -$71 清仓