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Transamerica Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Transamerica Financial Advisors, Inc.
报告期 2026-03-31 · CIK 0001502149
持仓数
1,940
前50大市值合计
$659.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q1
22Q2
23Q1 调仓
2022-06-30 → 2023-03-31 · 共 150 项
建仓 11
增持 78
减持 59
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
PULS
PGIM ETF TR
+$39.6M
803,872
减持
SHY
ISHARES TR
-$24.4M
182,032
-62%
减持
TUG
LISTED FD TR
-$19.5M
5,151,638
-16%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AGG
ISHARES TR
+$18.3M
207,716
+784%
减持
PUI
INVESCO EXCHANGE TRADED FD T
-$13.9M
465
-100%
增持
TLT
ISHARES TR
+$13.2M
132,720
+1512%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$12.5M
115,675
-85%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$12.3M
130,071
+66603%
减持
IEF
ISHARES TR
-$10.7M
83,703
-55%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$8.0M
80,489
-63%
增持
SPYM
SPDR SER TR
+$6.3M
178,943
+249%
增持
LQD
ISHARES TR
+$5.4M
49,104
+213396%
增持
VV
VANGUARD INDEX FDS
+$5.2M
291,018
+2%
增持
IJR
ISHARES TR
+$3.5M
152,168
+26%
增持
SMMV
ISHARES TR
+$3.5M
100,968
+10096700%
增持
IWM
ISHARES TR
+$3.4M
18,895
+1889400%
增持
USMV
ISHARES TR
+$3.3M
98,653
+78%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$3.1M
83,102
-38%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$2.7M
1,717
-99%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.5M
250
-100%
减持
BND
VANGUARD BD INDEX FDS
-$2.5M
291,613
-9%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$2.5M
1,110
-99%
增持
CSCO
CISCO SYS INC
+$2.3M
65,198
+149%
增持
MSFT
MICROSOFT CORP
+$2.2M
13,792
+100%
建仓
IEFA
ISHARES TR
+$2.1M
31,996
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
23,574
+124%
增持
LKQ
LKQ CORP
+$2.1M
44,056
+385%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.9M
8,598
+130%
减持
IAU
ISHARES GOLD TR
-$1.8M
878
-98%
增持
EFAV
ISHARES TR
+$1.8M
41,390
+165%
减持
FTXG
FIRST TR EXCHANGE-TRADED FD
-$1.7M
33,508
-67%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.7M
15,437
-71%
增持
MCD
MCDONALDS CORP
+$1.6M
9,558
+122%
建仓
TLH
ISHARES TR
+$1.6M
13,663
减持
TIP
ISHARES TR
-$1.5M
169,951
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
17,633
+128%
增持
IGIB
ISHARES TR
+$1.5M
28,490
+569700%
增持
T
AT&T INC
+$1.5M
124,576
+177%
增持
INTU
INTUIT
+$1.4M
4,368
+231%
减持
XLP
SELECT SECTOR SPDR TR
-$1.4M
523
-97%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.4M
12,343
-69%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
6,777
+63%
清仓
EFV
ISHARES TR
-$1.4M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
27,020
+44%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$1.4M
135
-100%
减持
SO
SOUTHERN CO
-$1.3M
10,462
-64%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.3M
624
-98%
减持
PYZ
INVESCO EXCHANGE TRADED FD T
+$1.3M
156,524
-6%
减持
SPIP
SPDR SER TR
-$1.3M
29
-100%
减持
MTUM
ISHARES TR
-$1.2M
237
-97%
增持
ZTS
ZOETIS INC
+$1.2M
12,425
+145%
增持
SBUX
STARBUCKS CORP
+$1.2M
11,295
+225800%
增持
PAYX
PAYCHEX INC
+$1.2M
10,143
+168950%
增持
EEMV
ISHARES INC
+$1.2M
31,545
+209%
增持
WIP
SPDR SER TR
+$1.1M
26,843
+11520%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
346,805
-3%
减持
IWR
ISHARES TR
+$1.1M
241,210
-1%
增持
EBND
SPDR SER TR
+$1.1M
52,462
+37642%
增持
SPSM
SPDR SER TR
+$1.1M
43,604
+188%
建仓
MS
MORGAN STANLEY
+$1.1M
12,374
增持
NKE
NIKE INC
+$1.1M
10,107
+543%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
36,822
+12%
减持
XLF
SELECT SECTOR SPDR TR
-$1.1M
66,162
-35%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$1.1M
23,334
增持
FSZ
FIRST TR EXCH TRD ALPHDX FD
+$1.1M
17,417
+14660%
减持
DJP
BARCLAYS BANK PLC
-$1.0M
19,251
-59%
增持
CVS
CVS HEALTH CORP
+$1.0M
13,713
+1371200%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
21,412
+42%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$992.0K
68,323
-16%
减持
FNK
FIRST TR EXCHANGE-TRADED ALP
-$975.0K
9,907
-71%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$974.0K
9,423
-70%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$929.0K
5,250
-69%
增持
SPBO
SPDR SER TR
+$923.0K
32,021
+6922%
减持
LUV
SOUTHWEST AIRLS CO
-$913.0K
529
-98%
减持
KHC
KRAFT HEINZ CO
-$903.0K
28,696
-46%
减持
TUGN
LISTED FD TR
-$864.0K
309,143
-5%
增持
TXN
TEXAS INSTRS INC
+$852.0K
12,563
+30%
减持
FIS
FIDELITY NATL INFORMATION SV
-$851.0K
25
-100%
增持
SPTI
SPDR SER TR
+$845.0K
65,855
+83%
减持
LLY
LILLY ELI & CO
-$830.0K
27
-99%
减持
PSL
INVESCO EXCHANGE TRADED FD T
+$819.0K
176,251
-4%
减持
MMM
3M CO
-$814.0K
1,086
-85%
建仓
EUFN
ISHARES TR
+$813.0K
43,458
减持
CI
THE CIGNA GROUP
-$773.0K
23
-99%
增持
GILD
GILEAD SCIENCES INC
+$755.0K
31,915
+4%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$749.0K
14,715
+4141%
增持
CVX
CHEVRON CORP NEW
+$740.0K
8,712
+85%
减持
HSY
HERSHEY CO
-$740.0K
5,852
-44%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$739.0K
11,400
减持
SOXX
ISHARES TR
-$712.0K
3
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$709.0K
128,982
-9%
增持
ITW
ILLINOIS TOOL WKS INC
+$699.0K
6,521
+34%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$694.0K
24,186
+210%
增持
FLN
FIRST TR EXCH TRD ALPHDX FD
+$674.0K
56,230
+207%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$672.0K
7
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$671.0K
22,082
建仓
XBI
SPDR SER TR
+$656.0K
8,602
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$656.0K
43,920
+203%
增持
HD
HOME DEPOT INC
+$649.0K
6,544
+40%
增持
CAT
CATERPILLAR INC
+$641.0K
6,684
+34%
增持
QCOM
QUALCOMM INC
+$636.0K
13,089
+62%
减持
MCK
MCKESSON CORP
-$623.0K
1,279
-61%
减持
EMN
EASTMAN CHEM CO
-$622.0K
941
-88%
增持
CMCSA
COMCAST CORP NEW
+$612.0K
45,599
+60%
减持
—
EXXON MOBIL CORP
-$582.0K
9,790
-49%
减持
INTC
INTEL CORP
-$580.0K
12,486
-53%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$570.0K
49,159
+33%
减持
CTRA
COTERRA ENERGY INC
-$568.0K
3,451
-86%
增持
TSN
TYSON FOODS INC
+$556.0K
23,992
+138%
增持
UPS
UNITED PARCEL SERVICE INC
+$553.0K
8,178
+44%
增持
—
LYONDELLBASELL INDUSTRIES N
+$545.0K
6,748
+569%
建仓
LPLA
LPL FINL HLDGS INC
+$541.0K
2,669
增持
SCHC
SCHWAB STRATEGIC TR
+$535.0K
163,837
+3%
增持
USB
US BANCORP DEL
+$525.0K
20,589
+335%
增持
HPQ
HP INC
+$516.0K
39,385
+102%
增持
COP
CONOCOPHILLIPS
+$504.0K
14,298
+40%
减持
XLB
SELECT SECTOR SPDR TR
-$499.0K
3,040
-70%
增持
KMB
KIMBERLY-CLARK CORP
+$498.0K
13,817
+38%
增持
FDS
FACTSET RESH SYS INC
+$496.0K
1,864
+158%
增持
CMI
CUMMINS INC
+$488.0K
5,625
+27%
减持
FISV
FISERV INC
-$474.0K
5,208
-56%
减持
—
KELLOGG CO
-$467.0K
15,180
-27%
增持
—
ARCH CAP GROUP LTD
+$466.0K
8,705
+217%
减持
DG
DOLLAR GEN CORP NEW
-$465.0K
1,714
-49%
增持
MRK
MERCK & CO INC
+$455.0K
27,156
+2%
减持
PPL
PPL CORP
-$448.0K
15,883
-52%
增持
COST
COSTCO WHSL CORP NEW
+$446.0K
2,684
+45%
增持
JNJ
JOHNSON & JOHNSON
+$441.0K
12,457
+48%
增持
PAVE
GLOBAL X FDS
+$425.0K
63,925
+5%
减持
QRVO
QORVO INC
-$411.0K
18
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$403.0K
37,731
+15%
增持
UNP
UNION PAC CORP
+$400.0K
7,402
+45%
增持
—
ACCENTURE PLC IRELAND
+$399.0K
2,280
+150%
增持
AMP
AMERIPRISE FINL INC
+$393.0K
3,497
+23%
增持
JMBS
JANUS DETROIT STR TR
+$384.0K
37,035
+32%
增持
CME
CME GROUP INC
+$381.0K
6,045
+59%
增持
CL
COLGATE PALMOLIVE CO
+$373.0K
18,574
+46%
增持
—
BLACKROCK INC
+$371.0K
1,607
+39%
增持
GPC
GENUINE PARTS CO
+$368.0K
7,299
+14%
增持
NEM
NEWMONT CORP
+$366.0K
10,558
+317%
增持
PM
PHILIP MORRIS INTL INC
+$360.0K
11,232
+51%
建仓
GDDY
GODADDY INC
+$347.0K
4,460
减持
DUK
DUKE ENERGY CORP NEW
-$345.0K
6,495
-28%
增持
PEP
PEPSICO INC
+$344.0K
6,283
+31%
减持
DTE
DTE ENERGY CO
-$331.0K
8
-100%
减持
VLO
VALERO ENERGY CORP
-$328.0K
4,655
-49%
减持
SCHX
SCHWAB STRATEGIC TR
+$324.0K
111,619
-2%
减持
D
DOMINION ENERGY INC
-$324.0K
19
-100%
增持
PFI
INVESCO EXCHANGE TRADED FD T
+$322.0K
8,382
+2536%
清仓
—
FIRST TR EXCHANGE TRADED FD
-$322.0K
0
-100%
