13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001502149
申报总市值
US$11.8亿
US$11.8亿
1824 檔
16.4%
Transamerica Financial Advisors, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$11.8亿，分散于 1824 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Transamerica Financial Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 116 个既有持股进行加仓（合计增持 125 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Transamerica Financial Advisors, LLC 的前 5 大核心持股（包含 VV, QQQ, BND 等）合计占整体申报市值的 16.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1824 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-其他 | 6.15% | +0.14% | -8.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.13% | -2.53% | -6.98% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.52% | -0.14% | -9.72% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.42% | +0.54% | +60.64% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.91% | +0.04% | -5.63% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.83% | -0.02% | -7.21% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.79% | +0.07% | -8.34% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | +0.36% | +95.21% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.56% | +0.05% | -7.20% | |
| 10 | PRN | Invesco Dorsey Wright Indus | ETF-其他 | 1.48% | +0.24% | -8.61% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.46% | +0.05% | -7.64% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.41% | -0.70% | +34.04% | |
| 13 | APH | Amphenol Corp-cl A | 股票-科技 | 1.30% | -0.98% | +191.17% | |
| 14 | PTF | Invesco Dorsey Wright Tech | ETF-科技型 | 1.24% | +0.14% | -8.67% | |
| 15 | GEV | GE Vernova Inc | 股票-工业 | 1.23% | -0.15% | +2856.04% | |
| 16 | PFI | Invesco Dorsey Wright Financ | ETF-其他 | 1.19% | — | -8.66% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.18% | -0.03% | -8.36% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | +0.30% | +18.01% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.09% | +0.13% | +116.05% | |
| 20 | PYZ | Invesco Dorsey Wright Basic | ETF-其他 | 1.09% | -1.11% | +68339.88% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | +0.27% | +11.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | +0.36% | +10.24% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.96% | -0.63% | +255.33% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.95% | — | +0.10% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.82% | +0.07% | -18.70% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.80% | -0.29% | +20.18% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.77% | +0.08% | -2.52% | |
| 28 | EME | Emcor Group Inc | 股票-工业 | 0.77% | +0.10% | +1009.65% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.75% | +0.02% | -7.10% | |
| 30 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.72% | -0.13% | +1294.29% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | +0.01% | -4.87% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.71% | +0.08% | +0.08% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.48% | +420.51% | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.68% | -0.55% | -1.77% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.68% | +0.05% | -7.27% | |
| 36 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.66% | -0.13% | -8.32% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.66% | -0.04% | -9.83% | |
| 38 | TT | Trane Technologies plc | 股票-工业 | 0.65% | — | +1266.10% | |
| 39 | CRS | Carpenter Technology | 股票-工业 | 0.64% | +0.39% | +1333.88% | |
| 40 | NEM | Newmont CORP | 股票-原材料 | 0.64% | -0.63% | +763.83% | |
| 41 | SGI | Somnigroup International Inc | 股票-周期性消费 | 0.62% | -0.49% | +1364.50% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.61% | -0.65% | -11.29% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.59% | — | +1265.71% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.57% | -0.01% | +1.82% | |
| 45 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.57% | -0.24% | -2.05% | |
| 46 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.55% | -0.45% | +1315.69% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | +0.01% | +592.32% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.03% | +2.06% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.53% | -0.11% | -10.53% | |
| 50 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.53% | +0.01% | -3.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.2% | +2856.04% | 加仓 |
| 2 | PYZ | Invesco Dorsey Wright Basic | +1.1% | +68339.88% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.9% | +60.64% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.9% | +95.21% | 加仓 |
| 5 | APH | Amphenol Corp-cl A | +0.9% | +191.17% | 加仓 |
| 6 | EME | Emcor Group Inc | +0.7% | +1009.65% | 加仓 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.7% | +255.33% | 加仓 |
| 8 | FIX | Comfort Systems USA Inc | +0.7% | +1294.29% | 加仓 |
| 9 | CRS | Carpenter Technology | +0.6% | +1333.88% | 加仓 |
| 10 | TT | Trane Technologies plc | +0.6% | +1266.10% | 加仓 |
| 11 | SGI | Somnigroup International Inc | +0.6% | +1364.50% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.6% | +420.51% | 加仓 |
| 13 | NEM | Newmont CORP | +0.6% | +763.83% | 加仓 |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | +1265.71% | 加仓 |
| 15 | MEDP | Medpace Holdings Inc | +0.5% | +1315.69% | 加仓 |
| 16 | MA | Mastercard Inc - A | +0.5% | +592.32% | 加仓 |
| 17 | FTI | TechnipFMC plc | +0.5% | +114326.85% | 加仓 |
| 18 | THC | Tenet Healthcare CORP | +0.5% | +69157.50% | 加仓 |
| 19 | CNX | Cnx Resources CORP | +0.5% | +1238316.67% | 加仓 |
| 20 | NRG | Nrg Energy Inc | +0.5% | +1282.21% | 加仓 |
| 21 | AAPL | Apple Inc | +0.4% | +34.04% | 加仓 |
| 22 | HLI | Houlihan Lokey Inc | +0.4% | +1288.66% | 加仓 |
| 23 | EVR | Evercore Inc - A | +0.4% | +1305.84% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.04% | 加仓 |
| 25 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | +11076.62% | 加仓 |
| 26 | FTXL | First Trust Nasdaq Semicondu | +0.2% | +40825.00% | 加仓 |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.2% | +41.75% | 加仓 |
| 28 | AMZN | Amazon.com Inc | +0.2% | +20.18% | 加仓 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.24% | 加仓 |
| 30 | MSFT | Microsoft CORP | +0.1% | +18.01% | 加仓 |
| 31 | IVE | Ishares S&p 500 Value ETF | +0.1% | +153.01% | 加仓 |
| 32 | WELL | Welltower Inc | +0.1% | +31.10% | 加仓 |
| 33 | XLK | Ss Technology Select Sector | +0.1% | +116.05% | 加仓 |
| 34 | ISRG | Intuitive Surgical Inc | +0.1% | -1.72% | 减仓 |
| 35 | XLV | Ss Health Care Select Sector | +0.1% | +24.33% | 加仓 |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +142.84% | 加仓 |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +54.53% | 加仓 |
| 38 | LLY | Eli Lilly & Co | +0.1% | +86.94% | 加仓 |
| 39 | CAFX | Congress Intermediate Bond | +0.1% | +211.38% | 加仓 |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +89.65% | 加仓 |
| 41 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +76.24% | 加仓 |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +0.08% | 加仓 |
| 43 | SCHG | Schwab US Large-cap Growth | +0.1% | +65.10% | 加仓 |
| 44 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +87.17% | 加仓 |
| 45 | TSLA | Tesla Inc | +0.1% | +87.73% | 加仓 |
| 46 | BDYN | Ishares Dyn Act ETF | +0.1% | +49.37% | 加仓 |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +77.42% | 加仓 |
| 48 | CARY | Angel Oak Income ETF | +0.1% | +42.31% | 加仓 |
| 49 | OEF | Ishares S&p 100 ETF | +0.1% | +86.22% | 加仓 |
| 50 | SIVR | Abrdn Physical Silver Shares | +0.1% | -1.25% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Transamerica Financial Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$11.8亿，共申报了 1824 个公开持股仓位。
在 Q4 2025 季度，Transamerica Financial Advisors, LLC 按市值排列的前三大核心持股分别为：VV (6.2%)、QQQ (3.1%)、BND (2.5%)。其中最大持股仓位 VV 占据整体投资组合约 6.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ENSG
市值: US$549.0万
本季最大获利了结 / 清仓标的
UL
前期市值: US$43.3万
在 Q4 2025 季度中，Transamerica Financial Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 9 个仓位、加仓 116 个仓位、减仓 73 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ENSG。 本季清仓仓位包含 UL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。