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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 74
减持 68
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TUG
LISTED FD TR
-$15.9M
4,860,603
-2%
减持
INTU
INTUIT
-$4.9M
41
-99%
建仓
WMB
WILLIAMS COS INC
+$4.5M
75,513
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
SHW
SHERWIN WILLIAMS CO
-$4.4M
58
-100%
减持
—
NXP SEMICONDUCTORS N V
-$4.2M
90
-100%
减持
CWB
SPDR SER TR
-$4.0M
415
-99%
建仓
UBER
UBER TECHNOLOGIES INC
+$3.9M
53,737
增持
TLT
ISHARES TR
+$3.8M
42,690
+4490%
增持
AVGO
BROADCOM INC
+$3.4M
20,565
+19301%
建仓
SHOP
SHOPIFY INC
+$3.3M
34,822
减持
ONTO
ONTO INNOVATION INC
-$3.3M
56
-100%
增持
PTF
INVESCO EXCHANGE TRADED FD T
-$3.0M
255,095
+3%
建仓
MBS
ANGEL OAK FUNDS TRUST
+$2.9M
331,029
减持
ANET
ARISTA NETWORKS INC
-$2.6M
60,528
-8%
增持
BND
VANGUARD BD INDEX FDS
+$2.6M
451,306
+6%
减持
NVDA
NVIDIA CORPORATION
-$2.4M
79,210
-3%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$2.3M
142
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
366,990
+7%
增持
TTD
THE TRADE DESK INC
-$2.1M
34,806
+1%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$2.0M
49,410
+74764%
减持
NOW
SERVICENOW INC
-$1.8M
6,539
-1%
增持
QQQ
INVESCO QQQ TR
-$1.8M
62,451
+3%
增持
PEZ
INVESCO EXCHANGE TRADED FD T
-$1.6M
156,636
+3%
增持
PRN
INVESCO EXCHANGE TRADED FD T
-$1.4M
120,835
+3%
减持
—
EATON CORP PLC
-$1.4M
18,244
-4%
减持
JMBS
JANUS DETROIT STR TR
-$1.3M
109,868
-23%
减持
TUGN
LISTED FD TR
-$1.3M
358,276
-5%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.3M
78
-99%
减持
AAPL
APPLE INC
-$1.2M
35,637
-2%
减持
MSFT
MICROSOFT CORP
-$1.2M
18,569
-4%
增持
GLDM
WORLD GOLD TR
+$1.2M
91,876
+6%
减持
SPTI
SPDR SER TR
-$1.2M
127,308
-26%
减持
XLB
SELECT SECTOR SPDR TR
-$1.2M
17
-100%
增持
FNY
FIRST TR EXCHANGE-TRADED ALP
+$1.1M
15,333
+46364%
减持
GOOGL
ALPHABET INC
-$1.1M
31,157
-1%
减持
PAVE
GLOBAL X FDS
-$1.1M
40,886
-38%
增持
XLK
SELECT SECTOR SPDR TR
-$1.1M
44,614
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.1M
18,968
-1%
减持
XLY
SELECT SECTOR SPDR TR
-$1.1M
8,734
-30%
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
20,256
+43%
减持
AMZN
AMAZON COM INC
-$995.0K
28,313
-3%
减持
SHY
ISHARES TR
-$959.0K
34,990
-26%
减持
DELL
DELL TECHNOLOGIES INC
-$940.0K
31,567
-5%
增持
XLP
SELECT SECTOR SPDR TR
+$938.0K
27,188
+67%
增持
IEF
ISHARES TR
+$925.0K
79,239
+10%
减持
CRM
SALESFORCE INC
-$897.0K
12,924
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$888.0K
75,824
+3%
增持
VNQ
VANGUARD INDEX FDS
+$883.0K
117,789
+7%
增持
XSOE
WISDOMTREE TR
+$876.0K
396,610
+6%
减持
PSK
SPDR SER TR
-$862.0K
198
-99%
增持
SPSB
SPDR SER TR
+$858.0K
28,608
+22786%
增持
SCHP
SCHWAB STRATEGIC TR
+$844.0K
335,471
+6%
减持
HWM
HOWMET AEROSPACE INC
+$841.0K
55,073
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$833.0K
3,473
-1%
减持
SPSM
SPDR SER TR
-$784.0K
50,486
-20%
增持
IJR
ISHARES TR
-$740.0K
155,866
+5%
增持
VO
VANGUARD INDEX FDS
+$732.0K
81,138
+6%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$729.0K
11,695
+251%
增持
SCHC
SCHWAB STRATEGIC TR
+$720.0K
186,842
+7%
增持
BKR
BAKER HUGHES COMPANY
+$718.0K
110,282
+10%
增持
VLO
VALERO ENERGY CORP
+$716.0K
6,710
+383%
增持
VZ
VERIZON COMMUNICATIONS INC
+$671.0K
14,818
+52821%
减持
SNPS
SYNOPSYS INC
-$669.0K
9,441
-3%
减持
DOW
DOW INC
-$666.0K
58
-100%
减持
AMP
AMERIPRISE FINL INC
-$658.0K
66
-95%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$604.0K
7,851
-1%
增持
JSI
JANUS DETROIT STR TR
+$590.0K
52,026
+26%
减持
BSX
BOSTON SCIENTIFIC CORP
+$580.0K
58,767
-2%
减持
COST
COSTCO WHSL CORP NEW
-$577.0K
6,991
-11%
增持
SPIB
SPDR SER TR
+$544.0K
16,375
+74332%
减持
V
VISA INC
+$533.0K
17,560
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$532.0K
92,004
+7%
增持
EZU
ISHARES INC
+$521.0K
31,150
+29%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$521.0K
190,445
+6%
减持
PH
PARKER-HANNIFIN CORP
-$508.0K
7,043
-6%
增持
PFI
INVESCO EXCHANGE TRADED FD T
-$497.0K
292,323
+3%
减持
CTAS
CINTAS CORP
+$468.0K
23,175
-1%
增持
VV
VANGUARD INDEX FDS
+$467.0K
263,760
+6%
增持
FLCH
FRANKLIN TEMPLETON ETF TR
+$460.0K
49,268
+53%
减持
ISRG
INTUITIVE SURGICAL INC
-$458.0K
10,932
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$440.0K
76,056
+8%
增持
GDX
VANECK ETF TRUST
+$408.0K
26,553
+11%
减持
PANW
PALO ALTO NETWORKS INC
-$381.0K
22,002
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$379.0K
9,724
-2%
减持
MLM
MARTIN MARIETTA MATLS INC
-$370.0K
7,189
-2%
减持
NFLX
NETFLIX INC
-$368.0K
4,684
-12%
减持
EUFN
ISHARES TR
-$365.0K
34,949
-40%
增持
SCHX
SCHWAB STRATEGIC TR
-$365.0K
839,437
+3%
增持
SPYM
SPDR SER TR
-$347.0K
122,652
+1%
增持
ANGL
VANECK ETF TRUST
+$344.0K
176,905
+7%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$340.0K
10,272
-5%
增持
VWOB
VANGUARD WHITEHALL FDS
+$327.0K
67,999
+6%
增持
HD
HOME DEPOT INC
-$318.0K
15,360
+0%
减持
META
META PLATFORMS INC
-$313.0K
11,693
-3%
增持
PULS
PGIM ETF TR
+$295.0K
52,067
+12%
增持
FLOT
ISHARES TR
+$294.0K
50,605
+12%
增持
SGOV
ISHARES TR
+$287.0K
25,448
+12%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$281.0K
11,942
-4%
增持
VBK
VANGUARD INDEX FDS
-$279.0K
13,407
+3%
增持
USFR
WISDOMTREE TR
+$279.0K
50,685
+12%
增持
IYW
ISHARES TR
-$276.0K
14,915
+0%
增持
COP
CONOCOPHILLIPS
+$274.0K
15,041
+14%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$274.0K
117,861
+15%
增持
CVX
CHEVRON CORP NEW
+$270.0K
11,009
+1%
减持
ECL
ECOLAB INC
+$264.0K
19,770
-2%
增持
EFAV
ISHARES TR
+$257.0K
34,722
+0%
增持
—
EXXON MOBIL CORP
+$253.0K
15,075
+5%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$252.0K
30,615
-4%
增持
XLE
SELECT SECTOR SPDR TR
+$251.0K
24,716
+3%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$239.0K
60,366
+8%
减持
BAC
BANK AMERICA CORP
-$238.0K
8,965
-36%
增持
FEUZ
FIRST TR EXCH TRD ALPHDX FD
+$217.0K
4,689
+24579%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$215.0K
6,402
-2%
增持
IXUS
ISHARES TR
+$215.0K
53,393
+1%
增持
SIVR
ABRDN SILVER ETF TRUST
+$198.0K
23,139
+15%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$193.0K
7,582
+27981%
增持
MDLZ
MONDELEZ INTL INC
+$183.0K
18,622
+3%
减持
LLY
ELI LILLY & CO
+$181.0K
7,073
-4%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$178.0K
0
-100%
减持
HYG
ISHARES TR
-$174.0K
38,429
-6%
增持
FXF
INVESCO CURRENCYSHARES SWISS
+$174.0K
11,286
+15%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$169.0K
51,937
+5%
减持
CSCO
CISCO SYS INC
-$166.0K
18,826
-16%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$164.0K
41,698
-5%
增持
EWX
SPDR INDEX SHS FDS
+$158.0K
89,589
+7%
减持
MCO
MOODYS CORP
-$158.0K
8,760
-2%
减持
RTX
RTX CORPORATION
+$155.0K
11,910
-3%
减持
FJP
FIRST TR EXCH TRD ALPHDX FD
-$151.0K
29,299
-14%
增持
TRV
TRAVELERS COMPANIES INC
+$150.0K
4,942
+3%
建仓
—
GENPACT LIMITED
+$149.0K
2,953
减持
XLF
SELECT SECTOR SPDR TR
+$149.0K
114,100
-0%
减持
HON
HONEYWELL INTL INC
-$146.0K
1,087
-35%
增持
—
UNILEVER PLC
+$143.0K
6,869
+46%
增持
OMC
OMNICOM GROUP INC
+$141.0K
12,832
+20%
减持
ADI
ANALOG DEVICES INC
-$138.0K
4,982
-7%
减持
JNJ
JOHNSON & JOHNSON
+$132.0K
10,569
-6%
减持
LQD
ISHARES TR
-$132.0K
26,980
-6%
增持
PGR
PROGRESSIVE CORP
+$131.0K
483
+2000%
减持
EMB
ISHARES TR
-$129.0K
33,684
-6%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$127.0K
9,672
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$124.0K
17,716
+5%
增持
—
CHUBB LIMITED
+$123.0K
1,441
+28%
增持
MLPX
GLOBAL X FDS
+$122.0K
28,451
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$120.0K
24,065
+1%
减持
UYLD
ANGEL OAK FUNDS TRUST
-$118.0K
50,361
-4%
建仓
GFI
GOLD FIELDS LTD
+$117.0K
5,291
减持
CME
CME GROUP INC
+$117.0K
4,074
-2%
增持
EOG
EOG RES INC
+$116.0K
7,219
+9%
清仓
IHG
INTERCONTINENTAL HOTELS GROU
-$116.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$113.0K
8,207
+2%
