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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
24Q1 调仓
2023-03-31 → 2024-03-31 · 共 150 项
建仓 31
增持 68
减持 50
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
TUG
LISTED FD TR
+$41.1M
5,289,213
+3%
减持
PULS
PGIM ETF TR
-$38.6M
21,588
-97%
建仓
QQQ
INVESCO QQQ TR
+$26.0M
58,618
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
VO
VANGUARD INDEX FDS
+$20.2M
80,711
+260258%
减持
AGG
ISHARES TR
-$19.0M
16,964
-92%
减持
TIP
ISHARES TR
-$18.6M
1,336
-99%
减持
IWR
ISHARES TR
-$16.7M
2,555
-99%
减持
PSL
INVESCO EXCHANGE TRADED FD T
-$15.0M
1,579
-99%
增持
PEZ
INVESCO EXCHANGE TRADED FD T
+$14.1M
146,008
+912450%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$13.7M
239,005
+192646%
减持
PYZ
INVESCO EXCHANGE TRADED FD T
-$13.2M
1,399
-99%
增持
PFI
INVESCO EXCHANGE TRADED FD T
+$13.0M
268,458
+3103%
减持
PXI
INVESCO EXCHANGE TRADED FD T
-$11.4M
2,145
-99%
减持
VV
VANGUARD INDEX FDS
+$10.4M
270,041
-7%
增持
NVDA
NVIDIA CORPORATION
+$10.3M
12,303
+295%
减持
TLT
ISHARES TR
-$9.0M
54,436
-59%
增持
SCHX
SCHWAB STRATEGIC TR
+$8.6M
226,343
+103%
增持
SCHP
SCHWAB STRATEGIC TR
+$8.3M
159,234
+995113%
增持
—
EATON CORP PLC
+$7.4M
24,739
+1302%
增持
LLY
ELI LILLY & CO
+$7.2M
9,295
+34326%
减持
USMV
ISHARES TR
-$7.2M
73
-100%
建仓
AAPL
APPLE INC
+$6.9M
39,958
建仓
DXCM
DEXCOM INC
+$6.7M
48,000
增持
SPTL
SPDR SER TR
+$6.5M
234,805
+19816%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.4M
61,382
+67%
增持
META
META PLATFORMS INC
+$6.2M
12,840
+19355%
建仓
SUB
ISHARES TR
+$5.9M
56,192
增持
JMBS
JANUS DETROIT STR TR
+$5.7M
165,457
+347%
建仓
AMZN
AMAZON COM INC
+$5.7M
31,424
增持
SNPS
SYNOPSYS INC
+$5.6M
10,529
+862%
建仓
VOT
VANGUARD INDEX FDS
+$5.6M
23,641
增持
NOW
SERVICENOW INC
+$5.5M
7,169
+238867%
建仓
V
VISA INC
+$5.3M
18,918
减持
LQD
ISHARES TR
-$5.2M
1,232
-97%
增持
GOOGL
ALPHABET INC
+$5.2M
34,627
+20886%
增持
—
NXP SEMICONDUCTORS N V
+$5.1M
20,704
+2070300%
减持
SHM
SPDR SER TR
-$5.0M
632
-99%
建仓
—
ARISTA NETWORKS INC
+$5.0M
17,252
增持
COST
COSTCO WHSL CORP NEW
+$5.0M
8,597
+220%
增持
XLK
SELECT SECTOR SPDR TR
+$4.9M
40,674
+73%
增持
HD
HOME DEPOT INC
+$4.9M
17,785
+172%
建仓
FCX
FREEPORT-MCMORAN INC
+$4.9M
103,609
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.8M
4,280
+22426%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.8M
12,030
+1202900%
增持
TJX
TJX COS INC NEW
+$4.8M
49,685
+1364%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$4.7M
7,719
建仓
SHW
SHERWIN WILLIAMS CO
+$4.7M
13,580
增持
DRI
DARDEN RESTAURANTS INC
+$4.7M
27,957
+931800%
建仓
IXUS
ISHARES TR
+$4.7M
68,549
增持
TOTL
SSGA ACTIVE ETF TR
+$4.6M
142,024
+459%
建仓
GLDM
WORLD GOLD TR
+$4.6M
105,413
建仓
BSX
BOSTON SCIENTIFIC CORP
+$4.4M
63,750
增持
CTAS
CINTAS CORP
+$4.1M
6,276
+1583%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
8,638
+2705%
增持
ROP
ROPER TECHNOLOGIES INC
+$4.1M
7,580
+1805%
增持
SPTI
SPDR SER TR
+$4.1M
212,037
+222%
增持
PH
PARKER-HANNIFIN CORP
+$4.0M
7,552
+1470%
增持
—
ACCENTURE PLC IRELAND
+$3.9M
13,153
+477%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$3.8M
17,242
增持
EMB
ISHARES TR
+$3.8M
43,619
+2573%
增持
HYG
ISHARES TR
+$3.8M
49,537
+4299%
建仓
MCO
MOODYS CORP
+$3.7M
9,432
增持
—
PIONEER NAT RES CO
+$3.7M
16,396
+458%
增持
INTU
INTUIT
+$3.7M
8,655
+98%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$3.7M
14,611
减持
SMMV
ISHARES TR
-$3.5M
112
-100%
减持
PRN
INVESCO EXCHANGE TRADED FD T
+$3.5M
113,298
-13%
增持
MSFT
MICROSOFT CORP
+$3.5M
17,661
+28%
减持
IWM
ISHARES TR
-$3.4M
7
-100%
建仓
TTD
THE TRADE DESK INC
+$3.2M
36,653
增持
MUB
ISHARES TR
+$3.2M
29,346
+978100%
建仓
FLGV
FRANKLIN TEMPLETON ETF TR
+$3.1M
152,456
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$2.8M
54,502
增持
CME
CME GROUP INC
+$2.8M
18,252
+202%
建仓
AVEM
AMERICAN CENTY ETF TR
+$2.8M
47,528
减持
SCHD
SCHWAB STRATEGIC TR
-$2.7M
268
-99%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.7M
13,353
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.7M
14,307
+13526%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$2.7M
474
-100%
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
62,465
+488%
增持
PAVE
GLOBAL X FDS
+$2.6M
111,895
+75%
减持
SHY
ISHARES TR
-$2.6M
150,835
-17%
增持
BND
VANGUARD BD INDEX FDS
+$2.5M
330,646
+13%
减持
T
AT&T INC
-$2.4M
1,845
-99%
减持
LKQ
LKQ CORP
-$2.3M
2,970
-93%
增持
XLF
SELECT SECTOR SPDR TR
+$2.3M
105,881
+60%
减持
PFE
PFIZER INC
-$2.3M
42,292
-50%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
356,159
+3%
减持
IWP
ISHARES TR
-$2.2M
4
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$2.1M
2,324
-66%
减持
IEFA
ISHARES TR
-$2.1M
242
-99%
增持
XLC
SELECT SECTOR SPDR TR
+$2.1M
40,421
+95%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$2.1M
31,290
+174%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1M
24,276
-51%
增持
TUGN
LISTED FD TR
+$2.1M
358,823
+16%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.0M
17,411
建仓
CARY
ANGEL OAK FUNDS TRUST
+$2.0M
97,537
增持
ZTS
ZOETIS INC
+$2.0M
23,977
+93%
减持
MRK
MERCK & CO INC
-$2.0M
6,955
-74%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$2.0M
42,121
+186%
减持
WMT
WALMART INC
-$1.9M
2,340
-83%
减持
MCD
MCDONALDS CORP
-$1.9M
2,647
-72%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$1.9M
38,138
+147%
减持
CSCO
CISCO SYS INC
-$1.9M
29,800
-54%
减持
IJR
ISHARES TR
+$1.9M
150,379
-1%
清仓
GLD
SPDR GOLD TR
-$1.9M
0
-100%
增持
SPSM
SPDR SER TR
+$1.8M
80,861
+85%
减持
IEF
ISHARES TR
-$1.8M
68,424
-18%
减持
PGR
PROGRESSIVE CORP
-$1.8M
956
-93%
增持
VBK
VANGUARD INDEX FDS
+$1.7M
10,773
+114%
增持
MLPX
GLOBAL X FDS
+$1.7M
34,156
+3415500%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
29,825
+39%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.6M
52,839
-34%
减持
—
MANAGED PORTFOLIO SERIES
-$1.6M
226
-100%
增持
XSOE
WISDOMTREE TR
+$1.6M
380,932
+10%
减持
EFAV
ISHARES TR
-$1.6M
17,247
-58%
减持
TLH
ISHARES TR
-$1.5M
188
-99%
建仓
BAC
BANK AMERICA CORP
+$1.5M
40,688
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.5M
461
-92%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$1.5M
12,477
+27627%
减持
IGIB
ISHARES TR
-$1.5M
14
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.4M
100,695
+21%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
27,876
+35%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$1.4M
14,810
+2960%
减持
GILD
GILEAD SCIENCES INC
-$1.4M
17,080
-46%
减持
HSY
HERSHEY CO
-$1.4M
500
-91%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
3,750
-70%
减持
TSN
TYSON FOODS INC
-$1.3M
1,487
-94%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.3M
5,775
建仓
RTX
RTX CORPORATION
+$1.3M
12,903
建仓
ADI
ANALOG DEVICES INC
+$1.3M
6,320
增持
ADBE
ADOBE INC
+$1.2M
9,028
+5%
增持
IYW
ISHARES TR
+$1.2M
16,276
+58%
减持
EEMV
ISHARES INC
-$1.2M
8,994
-71%
增持
CVX
CHEVRON CORP NEW
+$1.2M
16,685
+92%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
11,615
-57%
增持
XLP
SELECT SECTOR SPDR TR
+$1.2M
16,124
+2983%
建仓
TGT
TARGET CORP
+$1.2M
6,643
减持
WIP
SPDR SER TR
-$1.1M
311
-99%
增持
SPBO
SPDR SER TR
+$1.1M
71,617
+124%
增持
EWJ
ISHARES INC
+$1.1M
36,619
+46%
减持
MDLZ
MONDELEZ INTL INC
-$1.1M
12,895
-56%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$1.1M
21,053
减持
EBND
SPDR SER TR
-$1.1M
365
-99%
减持
NKE
NIKE INC
-$1.1M
1,466
-85%
减持
SPYM
SPDR SER TR
-$1.1M
122,854
-31%
建仓
ABT
ABBOTT LABS
+$1.0M
9,191
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$1.0M
13,164
+151%
减持
KMB
KIMBERLY-CLARK CORP
-$976.0K
6,795
-51%
增持
JNK
SPDR SER TR
+$968.0K
10,203
+25408%
