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Livermore
Livermore
中文EN

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
AXTAAxalta Coating Systems Ltd.COM15,034$45.8 萬<0.1%+12,701+544.4%加碼歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL6,599$45.9 萬<0.1%+115+1.8%加碼依 2 比 1 拆股換算–
TTTrane Technologies plcSHS2,510$46.2 萬<0.1%+56+2.3%加碼歷史
RYRoyal Bank of CanadaStock4,605$46.6 萬<0.1%+400+9.5%加碼歷史
SPGIS&P Global Inc.Stock1,140$46.8 萬<0.1%+30+2.7%加碼歷史
NTAPNetApp, Inc.Stock5,739$47.0 萬<0.1%−358−5.9%減碼歷史
USFDUS Foods Holding Corp.COM12,529$48.1 萬<0.1%+5,965+90.9%加碼歷史
RCIRogers Communications IncCL B9,127$48.5 萬<0.1%+5,584+157.6%加碼歷史
AMCRAmcor plcORD42,472$48.7 萬<0.1%+200.0%加碼歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI17,896$48.8 萬<0.1%+17,896新進–
EVRGEvergy, Inc.Stock8,123$49.1 萬<0.1%+2,124+35.4%加碼歷史
GENGen Digital Inc.Stock18,073$49.2 萬<0.1%+16,870+1,402.3%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF2,768$50.5 萬<0.1%−81−2.8%減碼–
AFLAflac IncStock9,422$50.6 萬<0.1%−2,316−19.7%減碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF9,191$50.8 萬<0.1%+3,224+54.0%加碼–
HDBHDFC Bank LtdSPONSORED ADS7,005$51.2 萬<0.1%+429+6.5%加碼歷史
TROWPrice T Rowe Group IncStock2,606$51.6 萬<0.1%+215+9.0%加碼歷史
PHParker-Hannifin CorpStock1,691$51.9 萬<0.1%+53+3.2%加碼歷史
LAZLazard, Inc.SHS A11,776$53.3 萬<0.1%+875+8.0%加碼歷史
LEGLeggett & Platt IncStock10,395$53.9 萬<0.1%+857+9.0%加碼歷史
GPNGlobal Payments IncStock2,893$54.3 萬<0.1%−6,067−67.7%減碼歷史
MTNVail Resorts IncCOM1,731$54.8 萬<0.1%+36+2.1%加碼歷史
COSTCostco Wholesale CorpStock1,402$55.5 萬<0.1%+161+13.0%加碼歷史
BABAAlibaba Group Holding LtdADR2,492$56.5 萬<0.1%+246+11.0%加碼歷史
SAPSAP SEADR4,028$56.6 萬<0.1%−946−19.0%減碼歷史
MSIMotorola Solutions, Inc.Stock2,630$57.0 萬<0.1%−605−18.7%減碼歷史
iShares Tr464288307MRGSTR MD CP GRW8,399$57.9 萬<0.1%−211−2.5%減碼依 6 比 1 拆股換算–
ASMLASML Holding NVADR844$58.3 萬<0.1%+233+38.1%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF13,425$59.0 萬<0.1%−5,428−28.8%減碼–
LENLennar CorpCL A5,973$59.3 萬<0.1%−1,436−19.4%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock3,678$59.4 萬<0.1%−19−0.5%減碼歷史
Schwab US Tips ETF808524870ETF9,637$60.2 萬<0.1%+6,552+212.4%加碼–
WABWestinghouse Air Brake Technologies CorpStock7,341$60.4 萬<0.1%+6,664+984.3%加碼歷史
HOGHarley-Davidson, Inc.COM13,607$62.3 萬<0.1%−444−3.2%減碼歷史
PIMCO ETF Tr72201R2051-5 US TIP IDX11,331$62.4 萬<0.1%+189+1.7%加碼–
EOGEOG Resources IncStock7,484$62.4 萬<0.1%+371+5.2%加碼歷史
ROKRockwell Automation, IncStock2,188$62.6 萬<0.1%+68+3.2%加碼歷史
NEMNEWMONT CorpStock9,947$63.0 萬<0.1%+1,515+18.0%加碼歷史
WELLWelltower Inc.REIT7,589$63.1 萬<0.1%−273−3.5%減碼歷史
LEALear CorpCOM NEW3,684$64.6 萬<0.1%+90+2.5%加碼歷史
RJFRaymond James Financial IncCOM4,993$64.9 萬<0.1%+104+2.1%加碼歷史
iShares Tr46428743220 YR TR BD ETF4,587$66.2 萬<0.1%+504+12.3%加碼–
LKQLKQ CorpCOM13,490$66.4 萬<0.1%+290+2.2%加碼歷史
CHGGChegg, IncCOM8,003$66.5 萬<0.1%+2,297+40.3%加碼歷史
EGEverest Group, Ltd.COM2,659$67.0 萬<0.1%−341−11.4%減碼歷史
FITBFifth Third BancorpCOM17,589$67.2 萬<0.1%+334+1.9%加碼歷史
iShares Tr46435G243ESG AWRE 1 5 YR25,843$67.3 萬<0.1%+4,305+20.0%加碼–
Vanguard Materials ETF92204A801ETF3,781$68.4 萬<0.1%+539+16.6%加碼–
IAUiShares Gold TrustETF20,452$68.9 萬<0.1%−10,196−33.3%減碼依 1 比 2 拆股換算歷史
DOVDOVER CorpCOM4,597$69.2 萬<0.1%+190+4.3%加碼歷史
HUMHumana IncStock1,611$71.3 萬<0.1%+8+0.5%加碼歷史
OCOwens CorningStock7,290$71.4 萬<0.1%−1,210−14.2%減碼歷史
iShares Tr464288877EAFE VALUE ETF14,022$72.6 萬<0.1%−867−5.8%減碼–
SWKStanley Black & Decker, Inc.COM3,559$73.0 萬<0.1%+110+3.2%加碼歷史
QRVOQorvo, Inc.Stock3,732$73.0 萬<0.1%+381+11.4%加碼歷史
CNQCanadian Natural Resources LtdCOM20,130$73.0 萬<0.1%+799+4.1%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF19,933$73.1 萬<0.1%+4,171+26.5%加碼–
BHPBHP Group LtdADR10,333$75.3 萬<0.1%+58+0.6%加碼歷史
SRESempraStock5,697$75.5 萬<0.1%−191−3.2%減碼歷史
FOXAFox CorpCL A COM20,417$75.8 萬<0.1%−513−2.5%減碼歷史
iShares Global Clean Energy ETF464288224ETF32,926$77.2 萬<0.1%+14,895+82.6%加碼–
TDToronto Dominion BankStock11,135$78.0 萬<0.1%00.0%不變歷史
CTVACorteva, Inc.Stock17,742$78.7 萬<0.1%−3,676−17.2%減碼歷史
OCGNOcugen, Inc.COM98,390$79.0 萬<0.1%−10,000−9.2%減碼歷史
CHKPCheck Point Software Technologies LtdORD6,831$79.3 萬<0.1%+670+10.9%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock5,709$80.3 萬<0.1%+1,833+47.3%加碼歷史
DGDollar General CorpCOM3,718$80.4 萬<0.1%+979+35.7%加碼歷史
iShares Tr464288638ISHS 5-10YR INVT13,356$80.8 萬<0.1%+13,356新進–
TSLATesla, Inc.Stock1,195$81.2 萬<0.1%−54−4.3%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF7,980$81.7 萬<0.1%+2,550+47.0%加碼–
HWMHowmet Aerospace Inc.Stock23,866$82.3 萬<0.1%+771+3.3%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF5,053$83.8 萬<0.1%+173+3.5%加碼–
MLMMartin Marietta Materials IncCOM2,431$85.5 萬<0.1%−24−1.0%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -8,318$85.6 萬<0.1%+237+2.9%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP23,559$85.8 萬<0.1%+2,231+10.5%加碼–
ALCAlcon IncStock12,333$86.4 萬<0.1%−4,152−25.2%減碼歷史
BMYBristol Myers Squibb CoStock12,950$86.5 萬<0.1%−1,090−7.8%減碼歷史
RPMRPM International IncCOM9,790$86.8 萬<0.1%+819+9.1%加碼歷史
EQNREquinor ASASPONSORED ADR41,302$87.6 萬<0.1%+5,132+14.2%加碼歷史
WSOWatsco IncCOM3,055$87.6 萬<0.1%+98+3.3%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND3,804$88.0 萬<0.1%−1,073−22.0%減碼–
ALLAllstate CorpStock6,775$88.4 萬<0.1%+112+1.7%加碼歷史
MHKMohawk Industries IncCOM4,714$90.6 萬<0.1%+96+2.1%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,090$90.9 萬<0.1%+1,667+48.7%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock5,723$92.0 萬<0.1%+258+4.7%加碼歷史
RIORio Tinto PLCADR11,053$92.7 萬<0.1%+525+5.0%加碼歷史
TPRTapestry, Inc.COM21,905$95.2 萬<0.1%−1,437−6.2%減碼歷史
STZConstellation Brands, Inc.Stock4,109$96.1 萬<0.1%−85−2.0%減碼歷史
ITWIllinois Tool Works IncStock4,356$97.4 萬<0.1%+52+1.2%加碼歷史
CMECME Group Inc.COM4,610$98.0 萬<0.1%+74+1.6%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF9,123$98.4 萬<0.1%+2,095+29.8%加碼–
Vanguard Industrials ETF92204A603ETF5,217$102.5 萬<0.1%+1,251+31.5%加碼–
SONYSony Group CorpSPONSORED ADR10,608$103.1 萬<0.1%+7,949+298.9%加碼歷史
AVTRAvantor, Inc.COM29,118$103.4 萬<0.1%+9,628+49.4%加碼歷史
TDYTeledyne Technologies IncCOM2,478$103.8 萬<0.1%+2,468+24,680.0%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS19,034$104.3 萬<0.1%+12,975+214.1%加碼–
ETSYEtsy IncCOM5,268$108.4 萬<0.1%−83−1.6%減碼歷史
CORCencora, Inc.Stock9,506$108.8 萬<0.1%−1,048−9.9%減碼歷史
RHPRyman Hospitality Properties, Inc.COM13,858$109.4 萬<0.1%+8+0.1%加碼歷史
GEGeneral Electric CoCOM81,398$109.6 萬<0.1%+10,365+14.6%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%–