13F 机构持仓

Transamerica Financial Advisors, LLC

CEDAR RAPIDS IA · SEC CIK 0001502149

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.7%
NVDA 2.9%
BND 2.2%
VEA 2.0%
AVGO 1.9%
VO 1.7%
SCHX 1.6%
GEV 1.5%
IJR 1.5%
PRN 1.4%

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
KREF KKR REAL ESTATE FIN TR INC $620.00%9 9— $62 新建仓
GOOD GLADSTONE COMMERCIAL CORP $610.00%5 00.0% — 不变
CHYM CHIME FINL INC $610.00%3 00.0% — 不变
RR RICHTECH ROBOTICS INC $610.00%29 29— $61 新建仓
FIP FTAI INFRASTRUCTURE INC $600.00%13 00.0% — 不变
LAW CS DISCO INC $600.00%16 00.0% — 不变
— LOANDEPOT INC $600.00%48 1441.2% $18 加仓
AGI ALAMOS GOLD INC $600.00%2 2— $60 新建仓
ATEC ALPHATEC HLDGS INC $600.00%7 7— $60 新建仓
GTN GRAY MEDIA INC $590.00%15 15— $59 新建仓
— LIVEWIRE GROUP INC $590.00%53 53— $59 新建仓
— PULMONX CORP $580.00%45 -11-19.6% -$14 减仓
KRUS KURA SUSHI USA INC $570.00%1 00.0% — 不变
OI O-I GLASS INC $570.00%6 120.0% $10 加仓
NXH BED BATH & BEYOND INC $570.00%10 10— $57 新建仓
IE IVANHOE ELECTRIC INC $570.00%6 6— $57 新建仓
BL BLACKLINE INC $560.00%2 -1-33.3% -$28 减仓
SLM SLM CORP $560.00%2 00.0% — 不变
— AI FINL CORP $560.00%97 97— $56 新建仓
XPOF XPONENTIAL FITNESS INC $550.00%8 -11-57.9% -$76 减仓
SIL GLOBAL X FDS $550.00%0 -1-100.0% -$104 清仓
THRY THRYV HLDGS INC $550.00%14 14— $55 新建仓
— AGENUS INC $550.00%18 18— $55 新建仓
SSP SCRIPPS E W CO OHIO $550.00%20 20— $55 新建仓
ALKT ALKAMI TECHNOLOGY INC $540.00%3 3— $54 新建仓
— RCI HOSPITALITY HLDGS INC $540.00%2 2— $54 新建仓
— PRAIRIE OPER CO $540.00%76 76— $54 新建仓
— SSGA ACTIVE TR $530.00%1 00.0% — 不变
NN NEXTNAV INC $530.00%3 3— $53 新建仓
— NANO X IMAGING LTD $530.00%46 46— $53 新建仓
RXST RXSIGHT INC $530.00%11 11— $53 新建仓
EMA EMERA INC $530.00%1 1— $53 新建仓
— AIRSHIP AI HLDGS INC $520.00%22 22— $52 新建仓
NEXT NEXTDECADE CORP $520.00%7 -9-56.2% -$67 重新持有
AHR AMERICAN HEALTHCARE REIT INC $520.00%1 -1-50.0% -$52 重新持有
— ATLANTIC INTL CORP $520.00%57 57— $52 新建仓
— MYOMO INC $520.00%50 -26-34.2% -$27 重新持有
— NAVIENT CORPORATION $510.00%6 00.0% — 不变
MNRO MONRO INC $510.00%3 00.0% — 不变
— DOUGLAS ELLIMAN INC $510.00%29 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $510.00%1 1— $51 新建仓
— KALTURA INC $490.00%38 -35-47.9% -$45 减仓
— MOBILE INFRASTRUCTURE CORP $490.00%36 1789.5% $23 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $490.00%1 1— $49 新建仓
CNM CORE & MAIN INC $480.00%1 00.0% — 不变
OGE OGE ENERGY CORP $480.00%1 -2-66.7% -$96 重新持有
— SOLESENCE INC $470.00%64 00.0% — 不变
WPP WPP PLC NEW $470.00%3 -34-91.9% -$533 重新持有
AVPT AVEPOINT INC $440.00%4 4— $44 新建仓
LW LAMB WESTON HLDGS INC $430.00%1 -552-99.8% -$2.37万 减仓
LYFT LYFT INC $430.00%3 150.0% $14 加仓
WEN WENDYS CO $410.00%5 -128-96.2% -$1,050 减仓
— EMPIRE PETE CORP $400.00%15 -4-21.1% -$11 重新持有
MRP MILLROSE PPTYS INC $390.00%1 -7-87.5% -$273 减仓
— VERDE CLEAN FUELS INC $390.00%39 00.0% — 不变
EQX EQUINOX GOLD CORP $380.00%4 4— $38 新建仓
NXE NEXGEN ENERGY LTD $370.00%4 4— $37 新建仓
RAMP LIVERAMP HLDGS INC $370.00%1 1— $37 新建仓
GFL GFL ENVIRONMENTAL INC $360.00%1 1— $36 新建仓
AVO MISSION PRODUCE INC $350.00%3 3— $35 新建仓
UTF COHEN & STEERS INFRASTRUCTUR $330.00%1 00.0% — 不变
EWU ISHARES TR $320.00%0 0— -$32 清仓
IHI ISHARES TR $310.00%0 0— -$41 清仓
BRX BRIXMOR PPTY GROUP INC $310.00%1 1— $31 新建仓
QS QUANTUMSCAPE CORP $300.00%4 -5-55.6% -$38 重新持有
— AUDIOCODES LTD $290.00%3 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $280.00%1 00.0% — 不变
IYR ISHARES TR $280.00%0 0— -$40 清仓
RBBN RIBBON COMMUNICATIONS INC $280.00%12 12— $28 新建仓
LEGN LEGEND BIOTECH CORP $280.00%1 1— $28 新建仓
INGM INGRAM MICRO HLDG CORP $270.00%1 -1-50.0% -$27 重新持有
NRDS NERDWALLET INC $270.00%3 3— $27 新建仓
— BEYOND MEAT INC $260.00%35 -36-50.7% -$27 减仓
HVT HAVERTY FURNITURE COS INC $250.00%1 00.0% — 不变
GNTX GENTEX CORP $250.00%1 1— $25 新建仓
— SBC MED GROUP HLDGS INC $240.00%8 -31-79.5% -$93 减仓
JBS JBS N.V. $230.00%2 2— $23 新建仓
AMTM AMENTUM HOLDINGS INC $200.00%1 -6-85.7% -$120 减仓
CPRI CAPRI HOLDINGS LIMITED $180.00%1 -60-98.4% -$1,080 减仓
OCTV OCTAVE INTELLIGENCE PLC $160.00%1 1— $16 新建仓
WU WESTERN UN CO $150.00%2 -172-98.9% -$1,290 减仓
— NEXTNRG INC $150.00%44 -84-65.6% -$29 减仓
FTRE FORTREA HLDGS INC $130.00%0 0— -$7 清仓
HYS PIMCO ETF TR $80.00%0 0— -$14 清仓
IFLN INVESCO EXCH TRADED FD TR II $50.00%0 0— -$8 清仓
— GAMESTOP CORP NEW $50.00%2 00.0% — 不变
— COTERRA ENERGY INC $00.00%0 -10,070-100.0% -$35.39万 清仓
TFLO ISHARES TR $00.00%0 -6,692-100.0% -$33.88万 清仓
RING ISHARES INC $00.00%0 -3,214-100.0% -$25.39万 清仓
IGSB ISHARES TR $00.00%0 -3,137-100.0% -$16.49万 清仓
BIDU BAIDU INC $00.00%0 -1,205-100.0% -$13.43万 清仓
IEI ISHARES TR $00.00%0 -587-100.0% -$6.97万 清仓
HYDB ISHARES TR $00.00%0 -1,199-100.0% -$5.58万 清仓
USHY ISHARES TR $00.00%0 -1,480-100.0% -$5.45万 清仓
SHV ISHARES TR $00.00%0 -313-100.0% -$3.46万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -131-100.0% -$3.07万 清仓
— GATES INDL CORP PLC $00.00%0 -1,261-100.0% -$2.85万 清仓
— AIR LEASE CORP $00.00%0 -255-100.0% -$1.66万 清仓
USPH U S PHYSICAL THERAPY $00.00%0 -166-100.0% -$1.26万 清仓
MIR MIRION TECHNOLOGIES INC $00.00%0 -659-100.0% -$1.23万 清仓