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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 44
减持 98
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES TR
-$9.3M
930
-99%
建仓
ANET
ARISTA NETWORKS INC
+$7.3M
65,959
清仓
—
ARISTA NETWORKS INC
-$6.5M
0
-100%
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。
减持
SUB
ISHARES TR
-$5.3M
124
-100%
减持
ZTS
ZOETIS INC
-$4.3M
144
-99%
建仓
BKR
BAKER HUGHES COMPANY
+$4.1M
100,642
减持
—
EXXON MOBIL CORP
-$4.1M
14,310
-70%
增持
SHY
ISHARES TR
+$3.8M
47,006
+12368%
增持
TIP
ISHARES TR
+$3.8M
36,015
+23286%
增持
DELL
DELL TECHNOLOGIES INC
+$3.8M
33,125
+3312400%
增持
BND
VANGUARD BD INDEX FDS
+$3.6M
425,403
+18%
减持
MUB
ISHARES TR
-$3.1M
75
-100%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$2.9M
248,394
+4%
减持
TUG
LISTED FD TR
-$2.7M
4,964,662
-2%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$2.6M
42
-100%
增持
QQQ
INVESCO QQQ TR
+$2.5M
60,754
+4%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$2.4M
43,841
减持
XLV
SELECT SECTOR SPDR TR
-$2.3M
14,209
-48%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0M
344,194
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$1.7M
12,403
+129%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.7M
3,493
-31%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
86,275
+29%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
73,766
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.2M
178,934
+19%
减持
IXUS
ISHARES TR
-$1.2M
53,102
-19%
增持
MSFT
MICROSOFT CORP
+$1.2M
19,435
+19%
减持
XSOE
WISDOMTREE TR
-$1.2M
372,948
-2%
增持
XLB
SELECT SECTOR SPDR TR
+$1.2M
13,732
+152478%
增持
PFI
INVESCO EXCHANGE TRADED FD T
+$1.1M
282,778
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
815,335
+211%
减持
AVGO
BROADCOM INC
-$1.1M
106
-98%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
109,809
-1%
减持
IEF
ISHARES TR
-$1.1M
71,746
-8%
清仓
—
BLACKROCK INC
-$1.0M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.0M
7,333
-3%
建仓
BLK
BLACKROCK INC
+$977.0K
953
减持
TGT
TARGET CORP
-$958.0K
60
-99%
减持
NOW
SERVICENOW INC
+$930.0K
6,604
-3%
减持
ONTO
ONTO INNOVATION INC
-$912.0K
19,581
-3%
增持
CVX
CHEVRON CORP NEW
+$906.0K
10,848
+140%
减持
SPLB
SPDR SER TR
-$898.0K
84
-100%
减持
NFLX
NETFLIX INC
+$861.0K
5,313
-3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$814.0K
49,487
-21%
减持
AMZN
AMAZON COM INC
+$810.0K
29,087
-3%
减持
SCHC
SCHWAB STRATEGIC TR
-$798.0K
174,299
-1%
增持
PRN
INVESCO EXCHANGE TRADED FD T
+$789.0K
117,640
+4%
减持
EZU
ISHARES INC
-$784.0K
24,090
-35%
减持
NVDA
NVIDIA CORPORATION
+$782.0K
81,451
-3%
增持
SCHP
SCHWAB STRATEGIC TR
-$781.0K
316,547
+90%
减持
—
NXP SEMICONDUCTORS N V
-$778.0K
20,305
-3%
增持
IVV
ISHARES TR
+$778.0K
13,587
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$753.0K
6,538
-3%
减持
CRM
SALESFORCE INC
+$694.0K
13,058
-3%
减持
SHW
SHERWIN WILLIAMS CO
-$674.0K
12,949
-3%
减持
CTAS
CINTAS CORP
-$674.0K
23,512
-3%
增持
PKG
PACKAGING CORP AMER
+$651.0K
2,898
+48200%
减持
GS
GOLDMAN SACHS GROUP INC
+$639.0K
9,940
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$599.0K
7,952
-3%
减持
V
VISA INC
+$599.0K
17,785
-3%
增持
CWB
SPDR SER TR
+$596.0K
52,314
+15%
减持
GOOGL
ALPHABET INC
+$595.0K
31,420
-3%
减持
ECL
ECOLAB INC
-$563.0K
20,265
-3%
增持
VOT
VANGUARD INDEX FDS
+$558.0K
28,767
+4%
减持
HD
HOME DEPOT INC
-$543.0K
15,291
-5%
减持
SPTL
SPDR SER TR
-$538.0K
140,330
-3%
增持
SPYM
SPDR SER TR
+$534.0K
122,031
+5%
减持
JMBS
JANUS DETROIT STR TR
-$514.0K
142,773
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$513.0K
44,412
+2%
减持
—
EATON CORP PLC
-$479.0K
19,033
-7%
减持
LQD
ISHARES TR
-$475.0K
28,687
-8%
减持
EMB
ISHARES TR
-$468.0K
35,726
-8%
减持
VV
VANGUARD INDEX FDS
+$465.0K
249,639
-2%
减持
IJR
ISHARES TR
-$462.0K
147,875
-1%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$437.0K
55,688
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$436.0K
114,512
+2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$425.0K
63,953
+17%
减持
EWX
SPDR INDEX SHS FDS
-$403.0K
83,874
-2%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$374.0K
45,732
+3%
减持
AAPL
APPLE INC
+$370.0K
36,526
-3%
减持
SPTI
SPDR SER TR
-$367.0K
172,418
-3%
减持
HWM
HOWMET AEROSPACE INC
+$365.0K
57,638
-3%
减持
HYG
ISHARES TR
-$363.0K
40,752
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$347.0K
2,805
-7%
减持
SNPS
SYNOPSYS INC
-$342.0K
9,720
-3%
减持
TOTL
SSGA ACTIVE ETF TR
-$331.0K
118,890
-2%
增持
XLC
SELECT SECTOR SPDR TR
+$328.0K
39,529
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$323.0K
16,913
+12%
减持
ANGL
VANECK ETF TRUST
-$323.0K
166,078
-4%
减持
VO
VANGUARD INDEX FDS
-$299.0K
76,674
-2%
增持
VBK
VANGUARD INDEX FDS
+$296.0K
13,048
+4%
增持
TUGN
LISTED FD TR
+$285.0K
377,265
+0%
增持
FCA
FIRST TR EXCH TRD ALPHDX FD
+$277.0K
13,866
+231000%
减持
MLM
MARTIN MARIETTA MATLS INC
-$268.0K
7,370
-3%
减持
FEUZ
FIRST TR EXCH TRD ALPHDX FD
-$261.0K
19
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$252.0K
15,984
-3%
增持
AVEM
AMERICAN CENTY ETF TR
-$220.0K
50,024
+2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$218.0K
102,599
-11%
减持
CAT
CATERPILLAR INC
-$214.0K
4,164
-6%
减持
ADI
ANALOG DEVICES INC
-$204.0K
5,377
-8%
减持
OMC
OMNICOM GROUP INC
-$202.0K
10,717
-2%
减持
—
TE CONNECTIVITY PLC
-$200.0K
5
-100%
减持
XBI
SPDR SER TR
-$199.0K
5,465
-22%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$197.0K
31,874
-6%
减持
ISRG
INTUITIVE SURGICAL INC
+$192.0K
11,250
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
+$191.0K
59,883
-3%
增持
PEZ
INVESCO EXCHANGE TRADED FD T
-$191.0K
152,339
+4%
增持
GLW
CORNING INC
+$189.0K
19,694
+19%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$176.0K
55,882
-2%
增持
EFAV
ISHARES TR
+$175.0K
34,628
+17%
减持
—
NVENT ELECTRIC PLC
-$167.0K
10
-100%
减持
TTD
THE TRADE DESK INC
+$165.0K
34,324
-3%
减持
FLGV
FRANKLIN TEMPLETON ETF TR
-$163.0K
93,670
-4%
增持
IWF
ISHARES TR
+$160.0K
4,300
+3%
减持
PNC
PNC FINL SVCS GROUP INC
-$156.0K
5,810
-16%
增持
MRK
MERCK & CO INC
+$153.0K
1,656
+1556%
减持
CAFX
PROFESIONALLY MANAGED PORTFO
-$141.0K
101,478
-3%
减持
CMI
CUMMINS INC
-$138.0K
3,284
-17%
增持
PANW
PALO ALTO NETWORKS INC
+$137.0K
22,728
+94%
建仓
—
AON PLC
+$136.0K
378
减持
SPBO
SPDR SER TR
-$135.0K
59,015
-3%
增持
LMT
LOCKHEED MARTIN CORP
-$127.0K
2,202
+8%
减持
CSCO
CISCO SYS INC
-$126.0K
22,428
-18%
减持
CMCSA
COMCAST CORP NEW
-$126.0K
23,363
-3%
减持
MCO
MOODYS CORP
-$125.0K
8,952
-3%
增持
XLRE
SELECT SECTOR SPDR TR
-$124.0K
36,933
+1%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$121.0K
12,499
-3%
增持
GDX
VANECK ETF TRUST
-$121.0K
23,949
+2%
减持
—
EVEREST GROUP LTD
-$116.0K
254
-52%
减持
WFC
WELLS FARGO CO NEW
+$110.0K
9,243
-3%
减持
HMC
HONDA MOTOR LTD
-$110.0K
8
-100%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$109.0K
52,689
-4%
减持
CARY
ANGEL OAK FUNDS TRUST
-$107.0K
80,779
-3%
减持
MLPX
GLOBAL X FDS
-$106.0K
27,960
-15%
减持
—
CHECK POINT SOFTWARE TECH LT
-$104.0K
554
-48%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$103.0K
12,039
-6%
减持
QCOM
QUALCOMM INC
-$99.0K
5,931
-0%
减持
—
ARCH CAP GROUP LTD
-$99.0K
1,252
-35%
减持
IYW
ISHARES TR
+$98.0K
14,863
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$97.0K
19,189
-3%
减持
PH
PARKER-HANNIFIN CORP
-$96.0K
7,529
-3%
增持
LVS
LAS VEGAS SANDS CORP
+$94.0K
1,947
+1772%
建仓
SHEL
SHELL PLC
+$92.0K
1,462
增持
CL
COLGATE PALMOLIVE CO
+$92.0K
8,240
+30%
减持
KMB
KIMBERLY-CLARK CORP
-$92.0K
8,051
-0%
减持
BNY
BANK NEW YORK MELLON CORP
-$88.0K
11,992
-15%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$84.0K
10,780
-10%
减持
JSI
JANUS DETROIT STR TR
-$83.0K
41,176
-2%
减持
GSK
GSK PLC
-$83.0K
1,759
-50%
增持
EMR
EMERSON ELEC CO
+$83.0K
1,194
+101%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$82.0K
70,618
-3%
