Transamerica Financial Advisors, LLC
CEDAR RAPIDS IA · SEC CIK 0001502149
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $3.46万 | 0.00% | 313 | -650 | -67.5% | -$7.19万 | 减仓 |
| WT | WISDOMTREE INC | $3.44万 | 0.00% | 2,365 | 749 | 46.3% | $1.09万 | 加仓 |
| RMD | RESMED INC | $3.44万 | 0.00% | 153 | 135 | 750.0% | $3.03万 | 加仓 |
| VST | VISTRA CORP | $3.41万 | 0.00% | 227 | -2,887 | -92.7% | -$43.42万 | 减仓 |
| USFD | US FOODS HLDG CORP | $3.41万 | 0.00% | 370 | 112 | 43.4% | $1.03万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $3.41万 | 0.00% | 158 | 111 | 236.2% | $2.40万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $3.40万 | 0.00% | 128 | 31 | 32.0% | $8,231 | 加仓 |
| CBRE | CBRE GROUP INC | $3.39万 | 0.00% | 249 | 107 | 75.4% | $1.46万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.37万 | 0.00% | 195 | 129 | 195.5% | $2.23万 | 加仓 |
| AON | AON PLC | $3.36万 | 0.00% | 104 | 52 | 100.0% | $1.68万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $3.36万 | 0.00% | 378 | 52 | 16.0% | $4,624 | 加仓 |
| O | REALTY INCOME CORP | $3.36万 | 0.00% | 546 | 135 | 32.8% | $8,303 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $3.34万 | 0.00% | 261 | 68 | 35.2% | $8,704 | 加仓 |
| SXI | STANDEX INTL CORP | $3.32万 | 0.00% | 130 | 36 | 38.3% | $9,192 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.30万 | 0.00% | 118 | -20 | -14.5% | -$5,590 | 减仓 |
| — | ELECTRONIC ARTS INC | $3.30万 | 0.00% | 161 | 59 | 57.8% | $1.21万 | 加仓 |
| HAS | HASBRO INC | $3.29万 | 0.00% | 351 | 274 | 355.8% | $2.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.26万 | 0.00% | 83 | 49 | 144.1% | $1.92万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $3.26万 | 0.00% | 237 | 211 | 811.5% | $2.90万 | 加仓 |
| AS | AMER SPORTS INC | $3.24万 | 0.00% | 984 | 879 | 837.1% | $2.89万 | 加仓 |
| ITOT | ISHARES TR | $3.23万 | 0.00% | 227 | 227 | — | $3.23万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $3.18万 | 0.00% | 415 | 350 | 538.5% | $2.68万 | 加仓 |
| XAR | SPDR SERIES TRUST | $3.13万 | 0.00% | 123 | -34 | -21.7% | -$8,659 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $3.12万 | 0.00% | 665 | 344 | 107.2% | $1.62万 | 加仓 |
| DVY | ISHARES TR | $3.12万 | 0.00% | 206 | 3 | 1.5% | $454 | 加仓 |
| AVA | AVISTA CORP | $3.11万 | 0.00% | 774 | 172 | 28.6% | $6,905 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.07万 | 0.00% | 131 | -7,725 | -98.3% | -$180.79万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $3.06万 | 0.00% | 469 | -569 | -54.8% | -$3.72万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $3.06万 | 0.00% | 196 | 64 | 48.5% | $9,987 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $3.05万 | 0.00% | 315 | 163 | 107.2% | $1.58万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.05万 | 0.00% | 78 | 40 | 105.3% | $1.56万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2.98万 | 0.00% | 651 | -955 | -59.5% | -$4.38万 | 减仓 |
| XPO | XPO INC | $2.98万 | 0.00% | 153 | 105 | 218.8% | $2.04万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $2.93万 | 0.00% | 550 | 64 | 13.2% | $3,413 | 加仓 |
| DTE | DTE ENERGY CO | $2.92万 | 0.00% | 198 | 103 | 108.4% | $1.52万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $2.88万 | 0.00% | 149 | 39 | 35.5% | $7,550 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.88万 | 0.00% | 298 | -627 | -67.8% | -$6.06万 | 减仓 |
| FNV | FRANCO NEV CORP | $2.87万 | 0.00% | 116 | -6 | -4.9% | -$1,486 | 减仓 |
| MP | MP MATERIALS CORP | $2.87万 | 0.00% | 594 | -10,689 | -94.7% | -$51.65万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.87万 | 0.00% | 26 | 11 | 73.3% | $1.21万 | 加仓 |
| AYI | ACUITY INC | $2.86万 | 0.00% | 102 | 29 | 39.7% | $8,132 | 加仓 |
| — | GATES INDL CORP PLC | $2.85万 | 0.00% | 1,261 | -316 | -20.0% | -$7,145 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $2.84万 | 0.00% | 1,170 | 252 | 27.5% | $6,120 | 加仓 |
| WTFC | WINTRUST FINL CORP | $2.83万 | 0.00% | 203 | 112 | 123.1% | $1.56万 | 加仓 |
| SOLV | SOLVENTUM CORP | $2.83万 | 0.00% | 432 | 375 | 657.9% | $2.45万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $2.82万 | 0.00% | 1,380 | -26,871 | -95.1% | -$54.91万 | 减仓 |
| HLN | HALEON PLC | $2.82万 | 0.00% | 2,815 | 1,757 | 166.1% | $1.76万 | 加仓 |
| EIX | EDISON INTL | $2.81万 | 0.00% | 384 | -62 | -13.9% | -$4,539 | 减仓 |
| IGF | ISHARES TR | $2.79万 | 0.00% | 416 | 193 | 86.5% | $1.29万 | 加仓 |
| — | RBB FD INC | $2.79万 | 0.00% | 853 | -145 | -14.5% | -$4,740 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $2.78万 | 0.00% | 104 | 23 | 28.4% | $6,147 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $2.77万 | 0.00% | 339 | -233 | -40.7% | -$1.91万 | 减仓 |
| BX | BLACKSTONE INC | $2.76万 | 0.00% | 240 | 115 | 92.0% | $1.32万 | 加仓 |
| NI | NISOURCE INC | $2.76万 | 0.00% | 591 | 306 | 107.4% | $1.43万 | 加仓 |
| AMCX | AMC NETWORKS INC | $2.76万 | 0.00% | 4,059 | 1,911 | 89.0% | $1.30万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.75万 | 0.00% | 278 | 78 | 39.0% | $7,728 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $2.73万 | 0.00% | 76 | 14 | 22.6% | $5,031 | 加仓 |
| PINS | PINTEREST INC | $2.66万 | 0.00% | 1,451 | 526 | 56.9% | $9,647 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2.65万 | 0.00% | 579 | 388 | 203.1% | $1.78万 | 加仓 |
| BP | BP PLC | $2.55万 | 0.00% | 543 | -37 | -6.4% | -$1,740 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.55万 | 0.00% | 542 | -587 | -52.0% | -$2.76万 | 减仓 |
| ITT | ITT INC | $2.54万 | 0.00% | 133 | 61 | 84.7% | $1.16万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $2.52万 | 0.00% | 1,480 | 197 | 15.4% | $3,349 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $2.51万 | 0.00% | 2,611 | 256 | 10.9% | $2,460 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2.48万 | 0.00% | 309 | 138 | 80.7% | $1.11万 | 加仓 |
| MORN | MORNINGSTAR INC | $2.46万 | 0.00% | 145 | 43 | 42.2% | $7,282 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2.45万 | 0.00% | 409 | 397 | 3,308.3% | $2.38万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $2.44万 | 0.00% | 98 | 2 | 2.1% | $498 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $2.44万 | 0.00% | 199 | 111 | 126.1% | $1.36万 | 加仓 |
| GEF | GREIF INC | $2.40万 | 0.00% | 355 | 79 | 28.6% | $5,345 | 加仓 |
| AIZ | ASSURANT INC | $2.36万 | 0.00% | 108 | 56 | 107.7% | $1.23万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $2.34万 | 0.00% | 553 | -577 | -51.1% | -$2.44万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.34万 | 0.00% | 119 | 75 | 170.5% | $1.47万 | 加仓 |
| PCAR | PACCAR INC | $2.33万 | 0.00% | 201 | 127 | 171.6% | $1.47万 | 加仓 |
| XP | XP INC | $2.31万 | 0.00% | 1,210 | 1,025 | 554.1% | $1.95万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $2.30万 | 0.00% | 175 | 5 | 2.9% | $657 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2.30万 | 0.00% | 1,460 | -124 | -7.8% | -$1,950 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $2.29万 | 0.00% | 414 | 114 | 38.0% | $6,316 | 加仓 |
| INTA | INTAPP INC | $2.29万 | 0.00% | 892 | 284 | 46.7% | $7,296 | 加仓 |
| CXT | CRANE NXT CO | $2.29万 | 0.00% | 563 | 176 | 45.5% | $7,154 | 加仓 |
| ITRI | ITRON INC | $2.29万 | 0.00% | 255 | 68 | 36.4% | $6,095 | 加仓 |
| VTR | VENTAS INC | $2.28万 | 0.00% | 277 | 164 | 145.1% | $1.35万 | 加仓 |
| GTLB | GITLAB INC | $2.25万 | 0.00% | 1,042 | 624 | 149.3% | $1.35万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2.25万 | 0.00% | 62 | 7 | 12.7% | $2,538 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2.22万 | 0.00% | 226 | 87 | 62.6% | $8,562 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.22万 | 0.00% | 62 | 19 | 44.2% | $6,800 | 加仓 |
| EQT | EQT CORP | $2.21万 | 0.00% | 347 | 295 | 567.3% | $1.88万 | 加仓 |
| MMSI | MERIT MED SYS INC | $2.21万 | 0.00% | 320 | 100 | 45.5% | $6,893 | 加仓 |
| TOST | TOAST INC | $2.21万 | 0.00% | 832 | 431 | 107.5% | $1.14万 | 加仓 |
| WCC | WESCO INTL INC | $2.19万 | 0.00% | 80 | 53 | 196.3% | $1.45万 | 加仓 |
| BPOP | POPULAR INC | $2.18万 | 0.00% | 162 | 79 | 95.2% | $1.07万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2.17万 | 0.00% | 275 | 275 | — | $2.17万 | 新建仓 |
| CVNA | CARVANA CO | $2.17万 | 0.00% | 69 | 30 | 76.9% | $9,431 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $2.17万 | 0.00% | 371 | 2 | 0.5% | $117 | 加仓 |
| VSEC | VSE CORP | $2.10万 | 0.00% | 114 | 56 | 96.6% | $1.03万 | 加仓 |
| SGLC | RBB FD INC | $2.09万 | 0.00% | 561 | -109 | -16.3% | -$4,053 | 减仓 |
| FDS | FACTSET RESH SYS INC | $2.07万 | 0.00% | 95 | 93 | 4,650.0% | $2.03万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $2.04万 | 0.00% | 411 | -47,529 | -99.1% | -$236.22万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $2.03万 | 0.00% | 270 | 91 | 50.8% | $6,826 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.02万 | 0.00% | 16 | 9 | 128.6% | $1.14万 | 加仓 |