TRANSCEND CAPITAL ADVISORS, LLC
MADISON NJ · SEC CIK 0001776082
$12.50亿2026Q1 申报市值
721持仓数
26.3%前十大占比 · 第一大 8.2%
79 / 46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
SPYG 加仓+$492.69万
RSP 加仓+$429.86万
TLTW 新建仓+$233.66万
GOOG 加仓+$170.40万
BIL 加仓+$152.63万
2026Q1 卖出最多 按季末市值估算
ANYWHERE REAL ES 清仓-$283.54万
AAPL 减仓-$233.97万
LLY 减仓-$216.42万
COR 减仓-$207.77万
XLE 减仓-$206.55万
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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP COM | $46.41万 | 0.04% | 7,140 | 7,140 | — | $46.41万 | 新建仓 |
| WELL | WELLTOWER INC COM | $45.71万 | 0.04% | 2,312 | -96 | -4.0% | -$1.90万 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $45.57万 | 0.04% | 156,057 | 63,065 | 67.8% | $18.41万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $45.51万 | 0.04% | 5,786 | -4,019 | -41.0% | -$31.61万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $45.48万 | 0.04% | 3,591 | 665 | 22.7% | $8.42万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $44.75万 | 0.04% | 4,443 | -1,054 | -19.2% | -$10.62万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $44.62万 | 0.04% | 7,309 | 605 | 9.0% | $3.69万 | 加仓 |
| NTR | NUTRIEN LTD COM | $44.52万 | 0.04% | 5,900 | 2,284 | 63.2% | $17.24万 | 加仓 |
| AA | ALCOA CORP COM | $44.41万 | 0.04% | 6,696 | -12,874 | -65.8% | -$85.39万 | 减仓 |
| PAYX | PAYCHEX INC COM | $44.11万 | 0.04% | 4,788 | -1,836 | -27.7% | -$16.91万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $44.10万 | 0.04% | 2,087 | -232 | -10.0% | -$4.90万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $44.03万 | 0.04% | 6,077 | -28 | -0.5% | -$2,029 | 减仓 |
| ILMN | ILLUMINA INC COM | $44.02万 | 0.04% | 3,571 | -500 | -12.3% | -$6.16万 | 减仓 |
| IAK | ISHARES U.S. INSURANCE ETF | $43.96万 | 0.04% | 3,426 | 632 | 22.6% | $8.11万 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $43.55万 | 0.03% | 907 | -375 | -29.3% | -$18.01万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $43.37万 | 0.03% | 4,440 | 265 | 6.3% | $2.59万 | 加仓 |
| URI | UNITED RENTALS INC COM | $43.33万 | 0.03% | 595 | -5 | -0.8% | -$3,641 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $43.27万 | 0.03% | 1,139 | 71 | 6.6% | $2.70万 | 加仓 |
| DE | DEERE & CO COM | $43.16万 | 0.03% | 766 | 23 | 3.1% | $1.30万 | 加仓 |
| T | AT&T INC COM | $43.08万 | 0.03% | 14,862 | 296 | 2.0% | $8,581 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $43.06万 | 0.03% | 6,079 | 1,987 | 48.6% | $14.08万 | 重新持有 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $42.99万 | 0.03% | 2,370 | 345 | 17.0% | $6.26万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $42.90万 | 0.03% | 9,528 | 457 | 5.0% | $2.06万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $42.89万 | 0.03% | 3,907 | 663 | 20.4% | $7.28万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $42.69万 | 0.03% | 1,404 | 281 | 25.0% | $8.54万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $42.51万 | 0.03% | 1,424 | 333 | 30.5% | $9.94万 | 加仓 |
| NTRA | NATERA INC COM | $42.50万 | 0.03% | 2,125 | -256 | -10.8% | -$5.12万 | 减仓 |
| BIO | BIO RAD LABS INC CL A | $42.40万 | 0.03% | 1,521 | 647 | 74.0% | $18.04万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $42.35万 | 0.03% | 2,926 | -1,145 | -28.1% | -$16.57万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $42.23万 | 0.03% | 890 | 890 | — | $42.23万 | 新建仓 |
| EVRG | EVERGY INC COM | $42.16万 | 0.03% | 5,146 | 1,077 | 26.5% | $8.82万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $41.98万 | 0.03% | 9,052 | -550 | -5.7% | -$2.55万 | 减仓 |
| NUE | NUCOR CORP COM | $41.86万 | 0.03% | 2,476 | 20 | 0.8% | $3,381 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $41.82万 | 0.03% | 10,734 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $41.77万 | 0.03% | 3,820 | -1,328 | -25.8% | -$14.52万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $41.74万 | 0.03% | 8,638 | 172 | 2.0% | $8,311 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $41.66万 | 0.03% | 5,289 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $41.25万 | 0.03% | 2,233 | 13 | 0.6% | $2,401 | 加仓 |
| TFC | TRUIST FINL CORP COM | $41.15万 | 0.03% | 8,951 | -455 | -4.8% | -$2.09万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $40.96万 | 0.03% | 2,483 | -36 | -1.4% | -$5,939 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $40.95万 | 0.03% | 1,186 | 21 | 1.8% | $7,251 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $40.80万 | 0.03% | 599 | -20 | -3.2% | -$1.36万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $40.70万 | 0.03% | 33,773 | 21,324 | 171.3% | $25.70万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $40.68万 | 0.03% | 10,195 | -1,679 | -14.1% | -$6.70万 | 减仓 |
| BWA | BORGWARNER INC COM | $40.57万 | 0.03% | 7,477 | -117 | -1.5% | -$6,348 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $40.49万 | 0.03% | 3,088 | 1,664 | 116.9% | $21.82万 | 重新持有 |
| MO | ALTRIA GROUP INC COM | $40.40万 | 0.03% | 6,121 | -409 | -6.3% | -$2.70万 | 减仓 |
| TXT | TEXTRON INC COM | $40.31万 | 0.03% | 4,604 | 180 | 4.1% | $1.58万 | 加仓 |
| YUM | YUM BRANDS INC COM | $40.24万 | 0.03% | 2,588 | -25 | -1.0% | -$3,887 | 减仓 |
| IVZ | INVESCO LTD SHS | $40.16万 | 0.03% | 16,535 | 2,093 | 14.5% | $5.08万 | 加仓 |
| IT | GARTNER INC COM | $40.14万 | 0.03% | 2,535 | -199 | -7.3% | -$3.15万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $40.00万 | 0.03% | 1,021 | 97 | 10.5% | $3.80万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $39.19万 | 0.03% | 4,010 | -8,836 | -68.8% | -$86.35万 | 减仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $39.12万 | 0.03% | 7,548 | 37 | 0.5% | $1,918 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $39.05万 | 0.03% | 1,783 | 907 | 103.5% | $19.87万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $39.03万 | 0.03% | 77,603 | 18,547 | 31.4% | $9.33万 | 加仓 |
| EQIX | EQUINIX INC COM | $39.01万 | 0.03% | 398 | 100 | 33.6% | $9.80万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $38.71万 | 0.03% | 1,567 | 43 | 2.8% | $1.06万 | 加仓 |
| ITT | ITT INC COM | $38.71万 | 0.03% | 2,032 | 811 | 66.4% | $15.45万 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $38.70万 | 0.03% | 4,571 | 558 | 13.9% | $4.72万 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $38.65万 | 0.03% | 6,840 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $38.59万 | 0.03% | 3,184 | 628 | 24.6% | $7.61万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $38.28万 | 0.03% | 7,451 | 39 | 0.5% | $2,003 | 加仓 |
| VMC | VULCAN MATLS CO COM | $38.21万 | 0.03% | 1,403 | -299 | -17.6% | -$8.14万 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $38.16万 | 0.03% | 1,109 | 26 | 2.4% | $8,946 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $38.15万 | 0.03% | 2,914 | 84 | 3.0% | $1.10万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $38.12万 | 0.03% | 3,319 | 31 | 0.9% | $3,560 | 加仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $38.05万 | 0.03% | 57,392 | 39,222 | 215.9% | $26.00万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $38.00万 | 0.03% | 1,556 | 278 | 21.8% | $6.79万 | 加仓 |
| CCJ | CAMECO CORP COM | $37.98万 | 0.03% | 3,497 | 617 | 21.4% | $6.70万 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $37.92万 | 0.03% | 5,854 | 5,854 | — | $37.92万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $37.88万 | 0.03% | 3,476 | -321 | -8.5% | -$3.50万 | 减仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $37.79万 | 0.03% | 3,947 | -8,271 | -67.7% | -$79.18万 | 减仓 |
| RELX | RELX PLC SPONSORED ADR | $37.78万 | 0.03% | 11,396 | 11,396 | — | $37.78万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP COM | $37.63万 | 0.03% | 3,284 | 3,284 | — | $37.63万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $37.47万 | 0.03% | 8,552 | -64 | -0.7% | -$2,804 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $37.39万 | 0.03% | 9,554 | 679 | 7.7% | $2.66万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $37.00万 | 0.03% | 12,284 | 16 | 0.1% | $482 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $36.87万 | 0.03% | 6,233 | 2,252 | 56.6% | $13.32万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $36.85万 | 0.03% | 2,268 | -6,012 | -72.6% | -$97.68万 | 减仓 |
| D | DOMINION ENERGY INC COM | $36.75万 | 0.03% | 5,944 | -252 | -4.1% | -$1.56万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $36.04万 | 0.03% | 22,764 | -285 | -1.2% | -$4,512 | 减仓 |
| TMUS | T-MOBILE US INC COM | $35.88万 | 0.03% | 1,708 | 546 | 47.0% | $11.47万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $35.87万 | 0.03% | 11,156 | 11,156 | — | $35.87万 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $35.84万 | 0.03% | 1,596 | 483 | 43.4% | $10.85万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $35.72万 | 0.03% | 5,720 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $35.31万 | 0.03% | 1,291 | 296 | 29.7% | $8.10万 | 加仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $35.22万 | 0.03% | 10,765 | 10,765 | — | $35.22万 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $35.20万 | 0.03% | 4,728 | -1,437 | -23.3% | -$10.70万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $35.17万 | 0.03% | 3,425 | 49 | 1.5% | $5,032 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $35.15万 | 0.03% | 3,155 | 693 | 28.1% | $7.72万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $35.11万 | 0.03% | 5,003 | 3 | 0.1% | $211 | 加仓 |
| SF | STIFEL FINL CORP COM | $35.02万 | 0.03% | 4,738 | 1,524 | 47.4% | $11.26万 | 加仓 |
| AZO | AUTOZONE INC COM | $34.79万 | 0.03% | 103 | -36 | -25.9% | -$12.16万 | 减仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $34.78万 | 0.03% | 15,925 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $34.67万 | 0.03% | 39,709 | 39,709 | — | $34.67万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $34.53万 | 0.03% | 6,487 | -659 | -9.2% | -$3.51万 | 减仓 |
| CTVA | CORTEVA INC COM | $34.47万 | 0.03% | 4,118 | -1,480 | -26.4% | -$12.39万 | 减仓 |
| GL | GLOBE LIFE INC COM | $34.44万 | 0.03% | 2,475 | 210 | 9.3% | $2.92万 | 加仓 |
| NE | NOBLE CORP PLC ORD SHS A | $34.31万 | 0.03% | 6,993 | 6,993 | — | $34.31万 | 新建仓 |