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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 7
增持 86
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TUG
LISTED FDS TR
-$165.6M
57,176
-99%
增持
GEV
GE VERNOVA INC
+$14.3M
22,525
+2856%
减持
PEZ
INVESCO EXCHANGE TRADED FD T
-$13.6M
925
-99%
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
PYZ
INVESCO EXCHANGE TRADED FD T
+$13.0M
118,401
+68340%
增持
NVDA
NVIDIA CORPORATION
+$10.9M
155,511
+61%
增持
AVGO
BROADCOM INC
+$10.8M
61,047
+95%
增持
APH
AMPHENOL CORP NEW
+$10.7M
115,412
+191%
减持
TUGN
LISTED FDS TR
-$8.6M
4,194
-99%
增持
EME
EMCOR GROUP INC
+$8.3M
15,069
+1010%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$8.2M
64,844
+255%
增持
FIX
COMFORT SYS USA INC
+$8.1M
9,286
+1294%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$7.3M
24,462
+1334%
增持
—
TRANE TECHNOLOGIES PLC
+$7.2M
20,068
+1266%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$7.0M
83,623
+1365%
增持
WFC
WELLS FARGO CO NEW
+$7.0M
90,330
+421%
增持
NEM
NEWMONT CORP
+$6.9M
76,207
+764%
增持
—
ROYAL CARIBBEAN GROUP
+$6.5M
25,293
+1266%
增持
MEDP
MEDPACE HLDGS INC
+$6.2M
11,821
+1316%
增持
MA
MASTERCARD INCORPORATED
+$5.6M
11,444
+592%
增持
—
TECHNIPFMC PLC
+$5.5M
123,581
+114327%
增持
THC
TENET HEALTHCARE CORP
+$5.5M
27,703
+69158%
建仓
ENSG
ENSIGN GROUP INC
+$5.5M
31,514
增持
CNX
CNX RES CORP
+$5.5M
148,610
+1238317%
增持
NRG
NRG ENERGY INC
+$5.4M
36,518
+1282%
增持
AAPL
APPLE INC
+$5.1M
62,085
+34%
减持
VV
VANGUARD INDEX FDS
-$5.1M
233,818
-9%
增持
HLI
HOULIHAN LOKEY INC
+$4.9M
30,731
+1289%
减持
HD
HOME DEPOT INC
-$4.7M
3,846
-74%
减持
AJG
GALLAGHER ARTHUR J & CO
-$4.6M
944
-94%
增持
EVR
EVERCORE INC
+$4.6M
14,438
+1306%
减持
CTAS
CINTAS CORP
-$4.4M
1,509
-93%
增持
GOOGL
ALPHABET INC
+$3.8M
40,533
+11%
减持
MSI
MOTOROLA SOLUTIONS INC
-$3.7M
490
-94%
建仓
IDXX
IDEXX LABS INC
+$3.5M
5,101
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$3.4M
8,606
+11077%
减持
BND
VANGUARD BD INDEX FDS
-$3.4M
407,611
-10%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.8M
243,349
-19%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$2.3M
52,810
减持
VO
VANGUARD INDEX FDS
-$2.2M
73,977
-8%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$2.2M
572
-98%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$2.1M
16,370
+40825%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
8,879
+42%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$2.1M
164
-99%
增持
AMZN
AMAZON COM INC
+$2.0M
41,262
+20%
减持
QQQ
INVESCO QQQ TR
-$1.9M
61,040
-7%
增持
NFLX
NETFLIX INC
-$1.5M
62,729
+919%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$1.5M
101,793
-9%
建仓
UTES
ETFIS SER TR I
+$1.5M
18,634
减持
META
META PLATFORMS INC
-$1.4M
12,864
-5%
减持
PFI
INVESCO EXCHANGE TRADED FD T
-$1.4M
246,469
-9%
增持
IVE
ISHARES TR
+$1.3M
10,166
+153%
增持
IVV
ISHARES TR
+$1.3M
16,910
+10%
增持
WELL
WELLTOWER INC
+$1.3M
26,386
+31%
增持
MSFT
MICROSOFT CORP
+$1.3M
28,112
+18%
减持
IJR
ISHARES TR
-$1.2M
145,492
-8%
减持
FLGV
FRANKLIN TEMPLETON ETF TR
-$1.2M
28,251
-68%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
90,605
+116%
减持
SPTL
SPDR SERIES TRUST
-$1.2M
88,230
-33%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.2M
813,474
-7%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
10,662
-2%
增持
NOW
SERVICENOW INC
-$1.2M
31,098
+383%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
25,916
+24%
减持
VOT
VANGUARD INDEX FDS
-$1.1M
29,109
-7%
减持
ANET
ARISTA NETWORKS INC
-$1.1M
62,397
-2%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$1.1M
194,233
-9%
减持
—
EATON CORP PLC
-$1.0M
18,016
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.0M
299,799
-10%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$997.5K
19,508
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$988.7K
73,920
-7%
增持
IEMG
ISHARES INC
+$988.1K
24,656
+143%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$974.3K
48,123
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$919.6K
186,935
-7%
增持
CAFX
PROFESIONALLY MANAGED PORTFO
+$912.1K
53,719
+211%
增持
DYNF
BLACKROCK ETF TRUST
+$873.9K
29,527
+90%
减持
XSOE
WISDOMTREE TR
-$861.0K
361,264
-8%
增持
AGG
ISHARES TR
+$861.0K
24,592
+55%
增持
LLY
ELI LILLY & CO
+$859.0K
1,288
+87%
增持
UBER
UBER TECHNOLOGIES INC
-$826.4K
53,516
+1%
增持
IVW
ISHARES TR
+$817.1K
14,922
+76%
增持
GS
GOLDMAN SACHS GROUP INC
+$803.2K
9,638
+0%
减持
DELL
DELL TECHNOLOGIES INC
-$784.2K
39,866
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$778.3K
58,555
+65%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$769.6K
80,083
-11%
增持
XBI
SPDR SERIES TRUST
+$742.5K
10,854
+87%
减持
SCHC
SCHWAB STRATEGIC TR
-$717.7K
174,687
-8%
增持
TSLA
TESLA INC
+$716.5K
3,366
+88%
增持
BDYN
BLACKROCK ETF TRUST
+$677.9K
78,229
+49%
增持
IUSB
ISHARES TR
+$661.4K
32,717
+77%
减持
SIVR
ABRDN SILVER ETF TRUST
+$660.2K
29,215
-1%
增持
CARY
ANGEL OAK FUNDS TRUST
+$653.5K
106,580
+42%
减持
PH
PARKER-HANNIFIN CORP
+$645.4K
6,602
-3%
减持
EWX
SPDR INDEX SHS FDS
-$643.7K
83,942
-8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$618.8K
2,180
+1125%
增持
OEF
ISHARES TR
+$608.2K
3,702
+86%
减持
DT
DYNATRACE INC
-$596.7K
87,616
-3%
增持
VUG
VANGUARD INDEX FDS
+$567.5K
3,309
+52%
减持
FALN
ISHARES TR
-$553.7K
172,025
-9%
减持
PANW
PALO ALTO NETWORKS INC
-$543.6K
20,917
-3%
增持
BDVL
BLACKROCK ETF TRUST
+$523.4K
52,865
+68%
增持
EFV
ISHARES TR
+$512.4K
16,549
+68%
增持
TLH
ISHARES TR
+$499.0K
9,539
+109%
清仓
—
UNILEVER PLC
-$433.1K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$417.0K
7,584
-2%
减持
ECL
ECOLAB INC
-$405.4K
18,137
-4%
建仓
—
TOTALENERGIES SE
+$396.9K
6,041
减持
VWOB
VANGUARD WHITEHALL FDS
-$385.7K
61,186
-9%
增持
VTV
VANGUARD INDEX FDS
+$378.8K
5,950
+47%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$374.6K
366,550
-6%
建仓
UL
UNILEVER PLC
+$373.0K
5,704
增持
IEUR
ISHARES TR
+$363.0K
9,741
+102%
减持
WMB
WILLIAMS COS INC
-$361.8K
70,677
-3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$359.3K
58,052
+29%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$354.6K
62,628
-7%
增持
MRK
MERCK & CO INC
+$350.2K
14,569
+3%
增持
COST
COSTCO WHSL CORP NEW
-$344.7K
6,324
+1%
减持
SNPS
SYNOPSYS INC
-$336.6K
9,068
-3%
清仓
—
TOTALENERGIES SE
-$336.3K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$335.5K
22,949
+40%
增持
MDB
MONGODB INC
+$333.2K
816
+2620%
增持
GE
GE AEROSPACE
+$331.9K
1,891
+126%
增持
BAI
BLACKROCK ETF TRUST
+$323.6K
20,587
+94%
增持
—
CHUBB LIMITED
+$321.9K
2,206
+70%
增持
GOOG
ALPHABET INC
+$311.7K
2,398
+32%
增持
THRO
BLACKROCK ETF TRUST
+$311.4K
17,116
+86%
减持
BSX
BOSTON SCIENTIFIC CORP
-$302.4K
54,951
-3%
增持
V
VISA INC
+$300.9K
18,539
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$298.8K
2,484
+52%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$297.7K
47,867
+31%
增持
IGEB
ISHARES TR
+$296.2K
39,340
+21%
增持
IEFA
ISHARES TR
+$292.5K
7,977
+65%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$277.5K
20,280
+49%
增持
WMT
WALMART INC
+$273.8K
3,644
+184%
减持
TJX
TJX COS INC NEW
+$270.0K
44,610
-2%
增持
MTUM
ISHARES TR
+$266.9K
2,813
+65%
减持
VBK
VANGUARD INDEX FDS
-$265.8K
14,111
-7%
减持
SHOP
SHOPIFY INC
+$262.8K
32,290
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$259.1K
20,110
+37%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$255.7K
20,355
+61%
减持
FSZ
FIRST TR EXCH TRD ALPHDX FD
-$255.3K
60
-98%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$253.9K
37,427
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$245.3K
12,460
+14%
增持
LRCX
LAM RESEARCH CORP
+$244.3K
3,014
+48%
增持
MS
MORGAN STANLEY
+$238.6K
6,058
+15%
增持
MBB
ISHARES TR
+$235.0K
10,261
+32%
增持
XLF
SELECT SECTOR SPDR TR
+$234.5K
125,682
+2%
减持
CVX
CHEVRON CORP NEW
-$231.2K
9,287
-12%
减持
—
JANUS HENDERSON GROUP PLC
-$227.7K
104
-98%
增持
CAH
CARDINAL HEALTH INC
+$226.3K
1,837
+91%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$224.7K
46,719
-4%
增持
IAU
ISHARES GOLD TR
+$222.8K
4,931
+102%
