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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2021 年第 2 季持倉

持倉截至 2021/6/30,2024/8/16 申報。只含多頭部位,變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
1,219
較 2021 年第 1 季 +54
總值
$23.4 億
較 2021 年第 1 季 +$2.01 億 (+9.4%)
申報日
2024/8/16
SEC
TD Private Client Wealth LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HUBBHubbell IncCOM47$8,781<0.1%+11+30.6%加碼歷史
SCIService Corp InternationalCOM164$8,789<0.1%00.0%不變歷史
FFIVF5, Inc.Stock50$9,333<0.1%+1+2.0%加碼歷史
NFENew Fortress Energy Inc.COM CL A252$9,546<0.1%+252新進歷史
NWSANews CorpCL A371$9,561<0.1%+27+7.8%加碼歷史
ROKURoku, IncCOM CL A21$9,644<0.1%00.0%不變歷史
ATHMAutohome Inc.SP ADS RP CL A152$9,722<0.1%−12−7.3%減碼歷史
CBOECboe Global Markets, Inc.COM85$1.01 萬<0.1%+1+1.2%加碼歷史
PINCPremier, Inc.CL A298$1.04 萬<0.1%00.0%不變歷史
SIDNational Steel CoSPONSORED ADR1,233$1.08 萬<0.1%+1,233新進歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE148$1.09 萬<0.1%−445−75.0%減碼–
CWENClearway Energy, Inc.CL C412$1.09 萬<0.1%+327+384.7%加碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF197$1.12 萬<0.1%−285−59.1%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF144$1.13 萬<0.1%−431−75.0%減碼–
iShares Tr464288687PFD AND INCM SEC290$1.14 萬<0.1%+9+3.2%加碼–
BBDBank BradescoSP ADR PFD NEW2,266$1.16 萬<0.1%−673−22.9%減碼歷史
FOXFox CorpCL B COM333$1.17 萬<0.1%−2−0.6%減碼歷史
VMRKVivmark ResidentialSH BEN INT153$1.18 萬<0.1%+7+4.8%加碼歷史
JDJD.com, Inc.SPON ADS CL A148$1.18 萬<0.1%+108+270.0%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL195$1.19 萬<0.1%−584−75.0%減碼–
WYNNWynn Resorts LtdCOM98$1.20 萬<0.1%+4+4.3%加碼歷史
TFXTeleflex IncCOM30$1.21 萬<0.1%+7+30.4%加碼歷史
WAFDWafd IncStock386$1.23 萬<0.1%00.0%不變歷史
VEEVVeeva Systems IncStock40$1.24 萬<0.1%+5+14.3%加碼歷史
WTFCWintrust Financial CorpCOM167$1.26 萬<0.1%+145+659.1%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L9$1.27 萬<0.1%+9新進–
CSANYCosan S.A.ADS672$1.28 萬<0.1%+491+271.3%加碼歷史
PENNPENN Entertainment, Inc.COM173$1.32 萬<0.1%+163+1,630.0%加碼歷史
CABOCable One, Inc.COM7$1.34 萬<0.1%+2+40.0%加碼歷史
NOVNOV Inc.COM883$1.35 萬<0.1%−11−1.2%減碼歷史
RAREUltragenyx Pharmaceutical Inc.COM144$1.37 萬<0.1%+144新進歷史
ATOAtmos Energy CorpCOM143$1.37 萬<0.1%−4−2.7%減碼歷史
CMBTCmb.tech NVSHS1,489$1.39 萬<0.1%+1,171+368.2%加碼歷史
TRGPTarga Resources Corp.COM314$1.40 萬<0.1%+44+16.3%加碼歷史
RRCRange Resources CorpCOM845$1.42 萬<0.1%00.0%不變歷史
LEN.BLennar CorpCL B174$1.42 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM269$1.43 萬<0.1%+269新進歷史
PVHPVH Corp.COM135$1.45 萬<0.1%+3+2.3%加碼歷史
LYVLive Nation Entertainment, Inc.COM166$1.45 萬<0.1%+37+28.7%加碼歷史
HRLHormel Foods CorpCOM308$1.47 萬<0.1%−22−6.7%減碼歷史
BURLBurlington Stores, Inc.COM46$1.48 萬<0.1%−9−16.4%減碼歷史
ULTAUlta Beauty, Inc.Stock43$1.49 萬<0.1%+7+19.4%加碼歷史
INCYIncyte CorpCOM178$1.50 萬<0.1%−27−13.2%減碼歷史
FNVFranco Nevada CorpStock104$1.51 萬<0.1%+104新進歷史
IEXIdex CorpCOM69$1.52 萬<0.1%+3+4.5%加碼歷史
TRNOTerreno Realty CorpCOM236$1.52 萬<0.1%+193+448.8%加碼歷史
SONSonoco Products CoCOM232$1.55 萬<0.1%00.0%不變歷史
VNTVontier CorpStock478$1.56 萬<0.1%−182−27.6%減碼歷史
AFGAmerican Financial Group IncCOM127$1.58 萬<0.1%00.0%不變歷史
DASHDoorDash, Inc.Stock89$1.59 萬<0.1%+89新進歷史
TRMBTrimble Inc.COM197$1.61 萬<0.1%+152+337.8%加碼歷史
WCCWesco International IncCOM157$1.61 萬<0.1%+157新進歷史
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW431$1.62 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF112$1.63 萬<0.1%−336−75.0%減碼–
GAPGap IncCOM487$1.64 萬<0.1%+11+2.3%加碼歷史
JBLUJetBlue Airways CorpCOM1,000$1.68 萬<0.1%00.0%不變歷史
EMNEastman Chemical CoStock144$1.68 萬<0.1%+3+2.1%加碼歷史
DOXAmdocs LtdSHS218$1.69 萬<0.1%+35+19.1%加碼歷史
BYNDBeyond Meat, Inc.COM109$1.72 萬<0.1%00.0%不變歷史
JAZZJazz Pharmaceuticals plcSHS USD97$1.72 萬<0.1%00.0%不變歷史
iShares Tr464288281JPMORGAN USD EMG157$1.77 萬<0.1%−8−4.8%減碼–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD7,503$1.79 萬<0.1%−25,090−77.0%減碼歷史
IPGPIpg Photonics CorpCOM85$1.79 萬<0.1%00.0%不變歷史
iShares Tr464287846DOW JONES US ETF168$1.81 萬<0.1%−11−6.1%減碼–
AIZAssurant, Inc.Stock122$1.91 萬<0.1%+2+1.7%加碼歷史
CPRICapri Holdings LtdSHS341$1.95 萬<0.1%−2−0.6%減碼歷史
TDOCTeladoc Health, Inc.COM118$1.96 萬<0.1%−11−8.5%減碼歷史
EQTEQT CorpStock910$2.03 萬<0.1%00.0%不變歷史
UBERUber Technologies, IncStock407$2.04 萬<0.1%+110+37.0%加碼歷史
OLEDUniversal Display CorpCOM92$2.05 萬<0.1%00.0%不變歷史
HSICHenry Schein IncCOM277$2.06 萬<0.1%+2+0.7%加碼歷史
IRIngersoll Rand Inc.COM425$2.07 萬<0.1%+82+23.9%加碼歷史
HLTHilton Worldwide Holdings Inc.COM176$2.12 萬<0.1%+10+6.0%加碼歷史
PRIPrimerica, Inc.Stock139$2.13 萬<0.1%00.0%不變歷史
NDAQNasdaq, Inc.COM124$2.18 萬<0.1%−16−11.4%減碼歷史
FLSFlowserve CorpCOM549$2.21 萬<0.1%−81−12.9%減碼歷史
FDSFactset Research Systems IncStock67$2.25 萬<0.1%00.0%不變歷史
AVTAvnet IncCOM567$2.27 萬<0.1%−57−9.1%減碼歷史
BAKBraskem SASP ADR PFD A960$2.29 萬<0.1%−52−5.1%減碼歷史
FFINFirst Financial Bankshares IncCOM469$2.30 萬<0.1%00.0%不變歷史
KIMKimco Realty CorpCOM1,110$2.31 萬<0.1%+30+2.8%加碼歷史
UALUnited Airlines Holdings, Inc.COM444$2.32 萬<0.1%+20+4.7%加碼歷史
BMIBadger Meter IncCOM237$2.33 萬<0.1%00.0%不變歷史
WDFCWD 40 CoCOM91$2.33 萬<0.1%00.0%不變歷史
WDCWestern Digital CorpCOM328$2.33 萬<0.1%+54+19.7%加碼歷史
GGenpact LTDSHS520$2.36 萬<0.1%00.0%不變歷史
VNOVornado Realty TrustSH BEN INT519$2.42 萬<0.1%−2−0.4%減碼歷史
SSBSouthState Bank CorpCOM297$2.43 萬<0.1%00.0%不變歷史
COLDAmericold Realty TrustCOM642$2.43 萬<0.1%+425+195.9%加碼歷史
INGRIngredion IncCOM271$2.45 萬<0.1%+23+9.3%加碼歷史
IXOrix CorpSPONSORED ADR294$2.49 萬<0.1%+27+10.1%加碼歷史
GLGlobe Life Inc.COM263$2.51 萬<0.1%−7−2.6%減碼歷史
MTBM&T Bank CorpCOM174$2.53 萬<0.1%−4−2.2%減碼歷史
CPBCAMPBELL'S CoCOM556$2.53 萬<0.1%−11−1.9%減碼歷史
TYGTortoise Energy Infrastructure CorpCOM889$2.56 萬<0.1%+708+391.2%加碼歷史
CINFCincinnati Financial CorpCOM223$2.60 萬<0.1%+9+4.2%加碼歷史
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM2,401$2.61 萬<0.1%+1,916+395.1%加碼歷史
TCOMTrip.com Group LtdADS740$2.62 萬<0.1%+13+1.8%加碼歷史
CTRACoterra Energy Inc.Stock1,512$2.64 萬<0.1%−316−17.3%減碼歷史
iShares Tr464287150CORE S&P TTL STK270$2.67 萬<0.1%+270新進–

2021 年第 1 季之後清倉(23 檔)

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

TD Private Client Wealth LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
VanEck ETF Trust92189H201INTRMDT MUNI ETF9,423$48.3 萬<0.1%–
WHWyndham Hotels & Resorts, Inc.COM4,126$28.8 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF210$4.98 萬<0.1%–
DNPDNP Select Income Fund IncCOM2,000$1.98 萬<0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF143$1.19 萬<0.1%–
VSTVistra Corp.Stock267$4,721<0.1%歷史
GBCIGlacier Bancorp, Inc.COM58$3,311<0.1%歷史
PBProsperity Bancshares IncCOM32$2,396<0.1%歷史
QLYSQualys, Inc.COM18$1,886<0.1%歷史
Barrick Gold Corp067901108COM72$1,426<0.1%–
APPNAppian CorpCL A9$1,197<0.1%歷史
MRCYMercury Systems IncCOM16$1,130<0.1%歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW166$775<0.1%歷史
OSUROrasure Technologies IncCOM51$595<0.1%歷史
EDITEditas Medicine, Inc.COM11$462<0.1%歷史
KALVKalVista Pharmaceuticals, Inc.COM18$462<0.1%歷史
VERIVeritone, Inc.COM18$432<0.1%歷史
REZIResideo Technologies, Inc.Stock15$424<0.1%歷史
IRTCiRhythm Holdings, Inc.COM3$417<0.1%歷史
ARCTArcturus Therapeutics Holdings Inc.COM10$413<0.1%歷史
CODXCo-Diagnostics, Inc.COM35$334<0.1%歷史
SFMSprouts Farmers Market, Inc.COM12$319<0.1%歷史
Starz Entertainment Corp535919500CL B NON VTG21$271<0.1%–