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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
BIDUBaidu, Inc.ADR1,000$20.4 萬<0.1%00.0%不變歷史
TMToyota Motor CorpADS1,172$20.5 萬<0.1%+134+12.9%加碼歷史
MNSTMonster Beverage CorpCOM2,246$20.5 萬<0.1%+2+0.1%加碼歷史
SHOPShopify Inc.Stock141$20.6 萬<0.1%+56+65.9%加碼歷史
TECHBIO-TECHNE CorpCOM458$20.6 萬<0.1%00.0%不變歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,266$20.7 萬<0.1%+30+1.3%加碼–
iShares Tr464288612INTRM GOV CR ETF1,795$20.8 萬<0.1%+1,124+167.5%加碼–
ISRGIntuitive Surgical IncCOM NEW227$20.9 萬<0.1%+14+6.6%加碼歷史
RYNRayonier IncCOM6,051$21.7 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF6,962$21.8 萬<0.1%+5,067+267.4%加碼–
BXPBXP, Inc.COM1,903$21.8 萬<0.1%−342−15.2%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD4,078$21.8 萬<0.1%+485+13.5%加碼–
ALSNAllison Transmission Holdings IncStock5,612$22.3 萬<0.1%+130+2.4%加碼歷史
ILMNIllumina, Inc.COM472$22.3 萬<0.1%+5+1.1%加碼歷史
CSXCSX CorpStock7,038$22.6 萬<0.1%−321−4.4%減碼依 3 比 1 拆股換算歷史
Vanguard Energy ETF92204A306ETF2,980$22.6 萬<0.1%+34+1.2%加碼–
FASTFastenal CoStock4,390$22.8 萬<0.1%+509+13.1%加碼歷史
FIVEFive Below, IncCOM1,185$22.9 萬<0.1%+164+16.1%加碼歷史
TYLTyler Technologies IncCOM511$23.1 萬<0.1%+8+1.6%加碼歷史
TELTE Connectivity plcREG SHS1,741$23.5 萬<0.1%+278+19.0%加碼歷史
ENTGEntegris IncCOM1,956$24.1 萬<0.1%+606+44.9%加碼歷史
FDXFedEx CorpStock813$24.3 萬<0.1%+12+1.5%加碼歷史
MELIMercadolibre IncCOM156$24.3 萬<0.1%+56+56.0%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF1,031$24.4 萬<0.1%+4+0.4%加碼–
GDDYGoDaddy Inc.CL A2,808$24.4 萬<0.1%+33+1.2%加碼歷史
iShares Select U.S. REIT ETF464287564ETF3,817$24.9 萬<0.1%−361−8.6%減碼–
GLOBGlobant S.A.COM1,140$25.0 萬<0.1%+342+42.9%加碼歷史
iShares Inc464286657MSCI BIC ETF4,581$25.0 萬<0.1%+388+9.3%加碼–
LUVSouthwest Airlines CoCOM4,756$25.2 萬<0.1%+137+3.0%加碼歷史
AMDAdvanced Micro Devices IncStock2,692$25.3 萬<0.1%−20−0.7%減碼歷史
ABEVAmbev S.A.SPONSORED ADR73,735$25.4 萬<0.1%+4,163+6.0%加碼歷史
FISVFiserv IncStock2,378$25.4 萬<0.1%+78+3.4%加碼歷史
ORANYOrangeSPONSORED ADR22,228$25.4 萬<0.1%+2,502+12.7%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,677$25.7 萬<0.1%+147+4.2%加碼–
iShares Tr46435G425ESG AWR MSCI USA2,619$25.8 萬<0.1%−33−1.2%減碼–
ONOn Semiconductor CorpStock6,836$26.2 萬<0.1%+49+0.7%加碼歷史
RELXRELX PLCSPONSORED ADR9,938$26.5 萬<0.1%−559−5.3%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF542$26.6 萬<0.1%+30+5.9%加碼歷史
EQIXEquinix IncCOM332$26.6 萬<0.1%+71+27.2%加碼歷史
CNICanadian National Railway CoStock2,554$26.9 萬<0.1%−1,357−34.7%減碼歷史
EBAYeBay IncCOM3,856$27.1 萬<0.1%+474+14.0%加碼歷史
KTKT CorpSPONSORED ADR19,790$27.6 萬<0.1%+711+3.7%加碼歷史
APHAmphenol CorpCL A4,095$28.0 萬<0.1%+1,045+34.3%加碼歷史
ELEstee Lauder Companies IncCL A881$28.0 萬<0.1%+3+0.3%加碼歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF13,045$28.9 萬<0.1%+53+0.4%加碼–
SPDR Series Trust78468R622ST BLOO HIGH ETF2,629$28.9 萬<0.1%+20+0.8%加碼–
KMIKinder Morgan, Inc.Stock15,930$29.0 萬<0.1%−231−1.4%減碼歷史
TXTTextron IncCOM4,235$29.1 萬<0.1%+99+2.4%加碼歷史
HSYHershey CoCOM1,697$29.6 萬<0.1%+42+2.5%加碼歷史
Vanguard Financials ETF92204A405ETF3,296$29.8 萬<0.1%−536−14.0%減碼–
TUTelus CorpCOM13,337$29.9 萬<0.1%+1,265+10.5%加碼歷史
iShares Tr46434V464LOW CA OP MS ETF1,804$29.9 萬<0.1%+384+27.0%加碼–
KGCKinross Gold CorpCOM47,194$30.0 萬<0.1%−4,208−8.2%減碼歷史
TSNTyson Foods, Inc.Stock4,074$30.0 萬<0.1%+1,077+35.9%加碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD5,486$30.3 萬<0.1%+546+11.1%加碼–
DRIDarden Restaurants IncCOM2,103$30.7 萬<0.1%+22+1.1%加碼歷史
SEESealed Air CorpCOM5,266$31.2 萬<0.1%+4,832+1,113.4%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM1,483$31.3 萬<0.1%+1,309+752.3%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS3,717$31.4 萬<0.1%00.0%不變歷史
iShares Tr46435G516ESG AW MSCI EAFE4,040$31.9 萬<0.1%+5+0.1%加碼–
HIGHartford Insurance Group, Inc.Stock5,207$32.3 萬<0.1%+618+13.5%加碼歷史
EXCExelon CorpStock7,354$32.6 萬<0.1%+168+2.3%加碼歷史
LDOSLeidos Holdings, Inc.COM3,227$32.6 萬<0.1%−7−0.2%減碼歷史
NUENucor CorpCOM3,404$32.7 萬<0.1%+39+1.2%加碼歷史
IBNIcici Bank LtdADR20,213$34.6 萬<0.1%−193−0.9%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR55,813$34.7 萬<0.1%−13,640−19.6%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,793$35.2 萬<0.1%−682−19.6%減碼–
REGRegency Centers CorpCOM5,493$35.2 萬<0.1%−11−0.2%減碼歷史
MKCMcCormick & Co IncStock4,011$35.4 萬<0.1%−84−2.1%減碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD59,336$35.7 萬<0.1%−2,373−3.8%減碼歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM35,134$35.8 萬<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT2,748$35.9 萬<0.1%+223+8.8%加碼歷史
VRTVertiv Holdings CoCOM CL A13,232$36.1 萬<0.1%−60−0.5%減碼歷史
PWRQuanta Services, Inc.COM4,005$36.3 萬<0.1%−520−11.5%減碼歷史
GSKGSK plcSPONSORED ADR9,152$36.4 萬<0.1%−1,831−16.7%減碼歷史
WPCW. P. Carey Inc.COM4,931$36.8 萬<0.1%+2,464+99.9%加碼歷史
APTVAptiv PLCSHS2,408$37.9 萬<0.1%+92+4.0%加碼歷史
AONAon plcCL A1,601$38.2 萬<0.1%+15+0.9%加碼歷史
CRTOCriteo S.A.SPONS ADS8,479$38.4 萬<0.1%+833+10.9%加碼歷史
MSMMSC Industrial Direct Co IncCL A4,319$38.8 萬<0.1%+1,420+49.0%加碼歷史
PIIPolaris Inc.Stock2,867$39.3 萬<0.1%+2,800+4,179.1%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF6,243$39.5 萬<0.1%+1,067+20.6%加碼–
State Street Materials Select Sector SPDR ETF81369Y100ETF4,848$39.9 萬<0.1%+1,847+61.5%加碼–
OMCOmnicom Group Inc.COM5,014$40.1 萬<0.1%+315+6.7%加碼歷史
FNFFidelity National Financial, Inc.COM SHS9,235$40.1 萬<0.1%+190+2.1%加碼歷史
NINisource Inc.COM16,480$40.4 萬<0.1%+192+1.2%加碼歷史
NWLNewell Brands Inc.Stock14,755$40.5 萬<0.1%−28−0.2%減碼歷史
iShares Inc46434G863ESG AWR MSCI EM8,984$40.6 萬<0.1%+1,746+24.1%加碼–
XELXcel Energy IncStock6,182$40.7 萬<0.1%+139+2.3%加碼歷史
STTState Street CorpCOM4,999$41.1 萬<0.1%+54+1.1%加碼歷史
PRUPrudential Financial IncStock4,106$42.1 萬<0.1%+65+1.6%加碼歷史
TTETotalEnergies SESPONSORED ADS9,378$42.4 萬<0.1%+880+10.4%加碼歷史
LNTAlliant Energy CorpStock7,671$42.8 萬<0.1%−10.0%減碼歷史
SWKSSkyworks Solutions, Inc.Stock2,237$42.9 萬<0.1%+13+0.6%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR26,130$44.0 萬<0.1%−615−2.3%減碼歷史
KSSKOHLS CorpStock8,043$44.3 萬<0.1%+299+3.9%加碼歷史
HBIHanesbrands Inc.COM23,860$44.5 萬<0.1%+916+4.0%加碼歷史
DEODiageo PLCSPON ADR NEW2,328$44.6 萬<0.1%−380−14.0%減碼歷史
EIXEdison InternationalStock7,811$45.2 萬<0.1%−443−5.4%減碼歷史
FMCFMC CorpCOM NEW4,232$45.8 萬<0.1%+100+2.4%加碼歷史

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%–