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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 59
减持 84
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
PXI
INVESCO EXCHANGE TRADED FD T
+$15.5M
259,739
+81579%
减持
PFI
INVESCO EXCHANGE TRADED FD T
-$14.0M
3,833
-98%
减持
VV
VANGUARD INDEX FDS
-$8.9M
216,623
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。
-7%
减持
—
TRANE TECHNOLOGIES PLC
-$7.7M
345
-98%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$7.2M
107,983
+9456%
减持
—
ROYAL CARIBBEAN GROUP
-$6.6M
1,511
-94%
增持
TPR
TAPESTRY INC
+$6.4M
46,180
+4855%
增持
HWM
HOWMET AEROSPACE INC
+$6.4M
55,050
+78%
增持
CAH
CARDINAL HEALTH INC
+$6.1M
30,471
+1559%
减持
QQQ
INVESCO QQQ TR
-$5.9M
54,744
-10%
减持
NRG
NRG ENERGY INC
-$5.7M
526
-99%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$5.6M
234,167
+2341570%
减持
MA
MASTERCARD INCORPORATED
-$5.6M
1,879
-84%
减持
HLI
HOULIHAN LOKEY INC
-$5.3M
433
-99%
减持
DELL
DELL TECHNOLOGIES INC
-$4.8M
1,166
-97%
减持
NFLX
NETFLIX INC.
-$4.5M
14,529
-77%
减持
GEV
GE VERNOVA INC
+$4.3M
21,820
-3%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$4.2M
13,756
+21735%
减持
SNPS
SYNOPSYS INC
-$4.1M
356
-96%
减持
PRN
INVESCO EXCHANGE TRADED FD T
-$4.0M
70,576
-31%
增持
—
ASML HLDG NV
+$3.8M
3,071
+1169%
减持
PANW
PALO ALTO NETWORKS INC
-$3.7M
1,162
-94%
增持
SPTI
SPDR SERIES TRUST
+$3.5M
247,921
+99%
增持
—
TECHNIPFMC PLC
+$3.5M
129,959
+5%
减持
FIX
COMFORT SYS USA INC
+$3.5M
8,788
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.3M
6,113
-37%
增持
LLY
ELI LILLY & CO
+$3.3M
5,061
+293%
减持
XLF
SELECT SECTOR SPDR TR
-$3.2M
74,354
-41%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.2M
730,585
-10%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.0M
941
-88%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.0M
66,096
-11%
减持
IYW
ISHARES TR
-$2.9M
217
-99%
减持
EMB
ISHARES TR
-$2.9M
773
-97%
减持
MBS
ANGEL OAK FUNDS TRUST
-$2.7M
5,812
-98%
增持
MSFT
MICROSOFT CORP
-$2.7M
29,554
+5%
减持
AVGO
BROADCOM INC
-$2.7M
59,688
-2%
增持
SHY
ISHARES TR
+$2.5M
33,589
+916%
减持
FXO
FIRST TR EXCHANGE-TRADED FD
-$2.2M
336
-99%
减持
GVI
ISHARES TR
-$2.2M
134
-99%
减持
BND
VANGUARD BD INDEX FDS
-$2.1M
380,955
-7%
减持
FXU
FIRST TR EXCHANGE-TRADED FD
-$2.1M
411
-99%
减持
VO
VANGUARD INDEX FDS
-$2.1M
67,444
-9%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.1M
131
-98%
增持
MDB
MONGODB INC
+$2.1M
9,880
+1111%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.9M
52,849
-4%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.9M
129,012
+122%
减持
APH
AMPHENOL CORP
-$1.8M
109,308
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
67,243
+4%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$1.7M
78,294
-6%
增持
NVDA
NVIDIA CORPORATION
-$1.6M
156,852
+1%
减持
NOW
SERVICENOW INC
-$1.6M
30,029
-3%
减持
WFC
WELLS FARGO & CO
-$1.5M
86,432
-4%
减持
EME
EMCOR GROUP INC
+$1.5M
14,538
-4%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$1.5M
106,701
+123%
减持
SHOP
SHOPIFY INC
-$1.5M
31,386
-3%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.5M
7,279
减持
VOT
VANGUARD INDEX FDS
-$1.4M
25,969
-11%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$1.4M
23,134
-5%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.4M
10,098
-5%
增持
FTXR
FIRST TR EXCHANGE TRADED FD
+$1.4M
36,184
+30826%
增持
FXN
FIRST TR EXCHANGE-TRADED FD
+$1.3M
59,354
+228185%
减持
MEDP
MEDPACE HLDGS INC
-$1.3M
11,093
-6%
减持
SPYM
SPDR SERIES TRUST
-$1.3M
104,301
-10%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$1.3M
157,169
-19%
清仓
OEF
ISHARES TR
-$1.3M
0
-100%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$1.3M
127
-99%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$1.2M
87,331
+117%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.2M
141,694
+30%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.2M
6,702
+6%
减持
PH
PARKER-HANNIFIN CORP
-$1.2M
5,127
-22%
建仓
JEMB
JANUS DETROIT STR TR
+$1.2M
22,636
增持
USB
US BANCORP
+$1.2M
34,106
+208%
增持
XLB
SELECT SECTOR SPDR TR
+$1.2M
23,483
+68968%
减持
XLP
SELECT SECTOR SPDR TR
-$1.2M
11,510
-58%
增持
ENSG
ENSIGN GROUP INC
+$1.2M
32,956
+5%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
11,624
+95%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
6,158
+86%
减持
IJR
ISHARES TR
-$1.1M
132,068
-9%
减持
ANET
ARISTA NETWORKS INC
-$1.0M
58,349
-6%
减持
FMB
FIRST TR EXCH TRADED FD III
-$983.5K
276
-99%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$957.1K
32,533
-30%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$937.3K
8,560
-4%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$925.2K
29,850
-43%
减持
V
VISA INC
-$912.2K
18,493
-0%
减持
BWZ
SPDR SERIES TRUST
-$906.2K
717
-98%
减持
XSOE
WISDOMTREE TR
-$872.4K
329,777
-9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$871.2K
41,004
+104%
减持
EVR
EVERCORE INC
-$863.8K
13,563
-6%
建仓
EFG
ISHARES TR
+$861.7K
7,737
增持
GOOGL
ALPHABET INC
-$854.8K
41,145
+2%
增持
AAPL
APPLE INC
+$833.6K
69,790
+12%
减持
GDX
VANECK ETF TRUST
-$830.6K
14,463
-43%
增持
META
META PLATFORMS INC
-$812.0K
13,422
+4%
减持
XLC
SELECT SECTOR SPDR TR
-$809.7K
36,565
-11%
增持
EFAV
ISHARES TR
+$805.2K
40,258
+21%
减持
XLE
SELECT SECTOR SPDR TR
+$795.5K
57,098
-6%
减持
MCO
MOODYS CORP
-$780.5K
7,634
-5%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$773.8K
6,098
+9139%
减持
IDXX
IDEXX LABS INC
-$767.2K
4,776
-6%
增持
EEMV
ISHARES INC
+$764.3K
18,278
+179%
减持
UBER
UBER TECHNOLOGIES INC
-$758.5K
50,246
-6%
减持
IBND
SPDR SERIES TRUST
-$757.3K
369
-98%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$749.8K
40,657
+100%
增持
KR
KROGER CO
+$744.5K
13,489
+264%
减持
DT
DYNATRACE INC
-$735.7K
82,791
-6%
增持
AMGN
AMGEN INC
+$735.6K
2,716
+304%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$713.6K
44,506
+119%
减持
PAYX
PAYCHEX INC
-$705.7K
2,082
-74%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$697.6K
11,223
+2498%
减持
TXN
TEXAS INSTRS INC
-$690.3K
1,098
-79%
减持
FTXL
FIRST TR EXCHANGE TRADED FD
-$690.2K
9,698
-41%
增持
BSV
VANGUARD BD INDEX FDS
+$680.7K
16,033
+119%
增持
DGX
QUEST DIAGNOSTICS INC
+$678.6K
4,024
+535%
减持
—
EXXON MOBIL CORP
+$675.4K
14,086
-1%
增持
CWB
SPDR SERIES TRUST
+$673.3K
37,797
+21%
增持
XLK
SELECT SECTOR SPDR TR
+$667.9K
103,177
+14%
减持
IGEB
ISHARES TR
-$666.7K
25,068
-36%
减持
KMB
KIMBERLY-CLARK CORP
-$659.5K
2,044
-76%
增持
CVX
CHEVRON CORPORATION
+$648.3K
9,974
+7%
建仓
—
ASTRAZENECA PLC
+$626.2K
3,175
建仓
IDEF
BLACKROCK ETF TRUST
+$615.3K
18,806
增持
COP
CONOCOPHILLIPS
+$611.9K
14,898
+3%
减持
XLRE
SELECT SECTOR SPDR TR
-$608.9K
225,574
-7%
增持
GOVT
ISHARES TR
+$586.5K
30,080
+575%
建仓
BLCR
BLACKROCK ETF TRUST
+$569.8K
13,877
减持
WMB
WILLIAMS COS INC
+$560.5K
66,073
-7%
减持
FLGV
FRANKLIN TEMPLETON ETF TR
-$551.5K
1,380
-95%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$549.8K
32,923
-12%
减持
DASH
DOORDASH INC
-$548.5K
691
-76%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$546.6K
29,045
+107%
减持
MP
MP MATERIALS CORP
-$541.3K
594
-95%
增持
FENY
FIDELITY COVINGTON TRUST
+$539.0K
20,631
+214%
增持
CNX
CNX RES CORP
+$532.2K
155,553
+5%
增持
GSUS
GOLDMAN SACHS ETF TR
+$524.0K
14,121
+80%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$522.6K
3,776
+52%
增持
XLU
SELECT SECTOR SPDR TR
+$516.1K
50,726
+20%
减持
LQDH
ISHARES U S ETF TR
-$514.9K
1,236
-82%
增持
SLB
SLB LIMITED
+$507.3K
16,253
+90%
减持
CMCSA
COMCAST CORP NEW
-$505.9K
16,452
-50%
增持
VZ
VERIZON COMMUNICATIONS INC
+$505.3K
28,779
+25%
减持
GLDM
WORLD GOLD TR
+$505.2K
84,808
-2%
增持
MRK
MERCK & CO INC
+$497.1K
16,866
+16%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$487.5K
697
-68%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$485.2K
12,939
+214%
减持
HPQ
HP INC
-$483.6K
968
-96%
减持
GPC
GENUINE PARTS CO
-$483.4K
2,535
-59%
减持
SCHP
SCHWAB STRATEGIC TR
-$479.4K
280,432
-6%
减持
VBK
VANGUARD INDEX FDS
-$476.2K
12,529
-11%
增持
GOOG
ALPHABET INC
+$474.0K
4,275
+78%
增持
IEFA
ISHARES TR
+$471.3K
13,088
+64%
