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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2021 年第 4 季持倉

持倉截至 2021/12/31,2024/8/16 申報。只含多頭部位,變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
1,159
較 2021 年第 3 季 −52
總值
$24.1 億
較 2021 年第 3 季 +$6,848 萬 (+2.9%)
申報日
2024/8/16
SEC
TD Private Client Wealth LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CATCaterpillar IncStock8,519$176.1 萬0.1%−280−3.2%減碼歷史
DLRDigital Realty Trust, Inc.COM9,992$176.7 萬0.1%−1,289−11.4%減碼歷史
GDGeneral Dynamics CorpStock8,494$177.1 萬0.1%+219+2.6%加碼歷史
URIUnited Rentals, Inc.COM5,336$177.3 萬0.1%−2,524−32.1%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR14,779$177.8 萬0.1%−1,405−8.7%減碼歷史
MPCMarathon Petroleum CorpStock28,012$179.2 萬0.1%−4,528−13.9%減碼歷史
MPWRMonolithic Power Systems, Inc.COM3,634$179.3 萬0.1%+6+0.2%加碼歷史
EVRGEvergy, Inc.Stock26,179$179.6 萬0.1%+18,705+250.3%加碼歷史
EXPOExponent IncCOM15,594$182.0 萬0.1%−630−3.9%減碼歷史
MIDDMIDDLEBY CorpCOM9,268$182.4 萬0.1%+1,143+14.1%加碼歷史
BDXBecton Dickinson & CoStock7,259$182.5 萬0.1%−375−4.9%減碼歷史
MCDMcDonalds CorpStock6,831$183.1 萬0.1%−486−6.6%減碼歷史
MSMorgan StanleyStock18,686$183.4 萬0.1%−5,025−21.2%減碼歷史
DISWalt Disney CoStock11,878$184.0 萬0.1%−1,175−9.0%減碼歷史
CHEChemed CorpCOM3,479$184.0 萬0.1%−381−9.9%減碼歷史
MSMMSC Industrial Direct Co IncCL A22,247$187.0 萬0.1%+19,117+610.8%加碼歷史
NVRNVR IncCOM317$187.3 萬0.1%−171−35.0%減碼歷史
QCOMQualcomm IncStock10,307$188.5 萬0.1%−267−2.5%減碼歷史
iShares Tr464288604MRGSTR SM CP GR38,832$192.8 萬0.1%−1,581−3.9%減碼–
ELVElevance Health, Inc.Stock4,167$193.2 萬0.1%−26−0.6%減碼歷史
CMICummins IncStock8,863$193.3 萬0.1%−1,612−15.4%減碼歷史
RSGRepublic Services, Inc.COM13,914$194.0 萬0.1%−5,361−27.8%減碼歷史
AZOAutoZone IncCOM936$196.2 萬0.1%−200−17.6%減碼歷史
KKRKKR & Co. Inc.COM26,483$197.3 萬0.1%−13,742−34.2%減碼歷史
AMPAmeriprise Financial IncCOM6,557$197.8 萬0.1%+54+0.8%加碼歷史
NINisource Inc.COM73,286$202.3 萬0.1%+57,230+356.4%加碼歷史
TTETotalEnergies SESPONSORED ADS41,245$204.0 萬0.1%+31,934+343.0%加碼歷史
TRVTravelers Companies, Inc.Stock13,131$205.4 萬0.1%−357−2.6%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF24,171$206.1 萬0.1%+1,516+6.7%加碼–
IDXXIDEXX Laboratories IncCOM3,170$208.7 萬0.1%+109+3.6%加碼歷史
Vanguard Total World Stock ETF922042742ETF19,489$209.4 萬0.1%−2,482−11.3%減碼–
NOCNorthrop Grumman CorpStock5,427$210.1 萬0.1%−3,589−39.8%減碼歷史
DDDuPont de Nemours, Inc.COM26,129$211.5 萬0.1%+285+1.1%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF7,253$212.6 萬0.1%+252+3.6%加碼–
iShares Tr464287556ISHARES BIOTECH13,996$213.6 萬0.1%+317+2.3%加碼–
PEGPublic Service Enterprise Group IncCOM32,125$214.4 萬0.1%−2,887−8.2%減碼歷史
TRPTC Energy CorpCOM46,120$214.8 萬0.1%−6,481−12.3%減碼歷史
TMUST-Mobile US, Inc.Stock18,593$215.6 萬0.1%−5,808−23.8%減碼歷史
ORealty Income CorpREIT30,276$216.7 萬0.1%−277−0.9%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF82,403$219.9 萬0.1%+15,962+24.0%加碼–
PIMCO ETF Tr72201R7830-5 HIGH YIELD22,284$220.9 萬0.1%+5,414+32.1%加碼–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF71,903$222.7 萬0.1%+64,837+917.6%加碼–
ADPAutomatic Data Processing IncStock9,097$224.3 萬0.1%−817−8.2%減碼歷史
MOAltria Group, Inc.Stock47,455$224.9 萬0.1%−1,283−2.6%減碼歷史
XYZBlock, Inc.CL A13,942$225.2 萬0.1%−716−4.9%減碼歷史
TXNTexas Instruments IncStock12,412$233.9 萬0.1%−312−2.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock10,706$235.1 萬0.1%−649−5.7%減碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS35,465$235.7 萬0.1%−1,903−5.1%減碼–
iShares Tr464288158SHRT NAT MUN ETF21,971$235.9 萬0.1%+13,100+147.7%加碼–
SSNCSS&C Technologies Holdings IncCOM28,812$236.2 萬0.1%−4,660−13.9%減碼歷史
CMCanadian Imperial Bank of CommerceCOM20,555$239.6 萬0.1%−15,331−42.7%減碼歷史
COFCapital One Financial CorpStock16,585$240.6 萬0.1%−2,754−14.2%減碼歷史
ANSSAnsys IncCOM6,006$240.9 萬0.1%−204−3.3%減碼歷史
WSTWest Pharmaceutical Services IncCOM5,144$241.3 萬0.1%+295+6.1%加碼歷史
WMWaste Management IncStock14,512$242.2 萬0.1%−1,218−7.7%減碼歷史
UPSUnited Parcel Service IncStock11,310$242.4 萬0.1%−521−4.4%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF22,240$245.6 萬0.1%+22,240新進–
THOThor Industries IncCOM23,916$248.2 萬0.1%−3,109−11.5%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock31,570$250.7 萬0.1%−1,131−3.5%減碼歷史
LIILennox International IncCOM7,859$254.9 萬0.1%−566−6.7%減碼歷史
STZConstellation Brands, Inc.Stock10,190$255.7 萬0.1%+632+6.6%加碼歷史
PPLPPL CorpCOM86,001$258.5 萬0.1%−11,346−11.7%減碼歷史
ALLEAllegion plcORD SHS19,572$259.2 萬0.1%−1,004−4.9%減碼歷史
WECWec Energy Group, Inc.Stock26,730$259.5 萬0.1%−748−2.7%減碼歷史
GEGeneral Electric CoStock27,472$259.5 萬0.1%+17,618+178.8%加碼歷史
TJXTJX Companies IncStock34,288$260.4 萬0.1%−28,942−45.8%減碼歷史
SNYSanofiSPONSORED ADR52,279$261.9 萬0.1%+4,446+9.3%加碼歷史
LPLALPL Financial Holdings Inc.COM16,363$262.0 萬0.1%−537−3.2%減碼歷史
TAT&T Inc.Stock107,486$264.4 萬0.1%−13,288−11.0%減碼歷史
CICigna GroupStock11,607$266.5 萬0.1%+553+5.0%加碼歷史
ETNEaton Corp plcStock15,540$268.6 萬0.1%−399−2.5%減碼歷史
EAElectronic Arts Inc.COM20,402$269.1 萬0.1%−13,375−39.6%減碼歷史
AMEAmetek IncCOM18,353$269.9 萬0.1%−15,007−45.0%減碼歷史
PAYXPaychex IncStock19,837$270.8 萬0.1%−403−2.0%減碼歷史
KMBKimberly Clark CorpStock18,986$271.3 萬0.1%+1,135+6.4%加碼歷史
iShares Tr464287739U.S. REAL ES ETF23,399$271.8 萬0.1%+48+0.2%加碼–
CTSHCognizant Technology Solutions CorpCL A30,710$272.5 萬0.1%−2,024−6.2%減碼歷史
GISGeneral Mills IncStock40,493$272.8 萬0.1%−5,792−12.5%減碼歷史
CCitigroup IncStock45,391$274.1 萬0.1%−3,470−7.1%減碼歷史
MMM3M CoStock15,499$275.3 萬0.1%−4,001−20.5%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF22,549$276.0 萬0.1%+242+1.1%加碼–
PLDPrologis, Inc.REIT16,806$282.9 萬0.1%+191+1.1%加碼歷史
RTXRTX CorpStock33,506$288.4 萬0.1%−18,005−35.0%減碼歷史
CHTRCharter Communications, Inc.CL A4,463$291.0 萬0.1%−601−11.9%減碼歷史
CRMSalesforce, Inc.Stock11,496$292.1 萬0.1%+2,154+23.1%加碼歷史
WRBBerkley W R CorpCOM35,968$296.3 萬0.1%−1,433−3.8%減碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF19,820$298.0 萬0.1%−144−0.7%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF13,546$306.2 萬0.1%−4,012−22.8%減碼–
SLBSLB LimitedStock102,396$306.7 萬0.1%−13,805−11.9%減碼歷史
AIGAmerican International Group, Inc.Stock54,718$311.1 萬0.1%−13,427−19.7%減碼歷史
VODVodafone Group Public Ltd CoADR213,152$318.2 萬0.1%−34,871−14.1%減碼歷史
HBANHuntington Bancshares IncCOM206,416$318.3 萬0.1%−30,755−13.0%減碼歷史
EPDEnterprise Products Partners L.P.Stock146,241$321.1 萬0.1%+30,364+26.2%加碼歷史
WMBWilliams Companies, Inc.COM123,863$322.5 萬0.1%+2,892+2.4%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS53,453$325.2 萬0.1%−2,740−4.9%減碼–
NDSNNordson CorpCOM12,761$325.8 萬0.1%−501−3.8%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF29,532$326.9 萬0.1%−349−1.2%減碼–
CPRTCopart IncCOM21,746$329.7 萬0.1%−560−2.5%減碼歷史
EWEdwards Lifesciences CorpStock26,017$337.1 萬0.1%−4,029−13.4%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF19,477$338.6 萬0.1%−3,219−14.2%減碼–

2021 年第 3 季之後清倉(137 檔)

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 137 檔。

TD Private Client Wealth LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
ALSNAllison Transmission Holdings IncStock5,213$18.4 萬<0.1%歷史
FAFFirst American Financial CorpStock2,320$15.6 萬<0.1%歷史
ANAutonation, Inc.COM776$9.45 萬<0.1%歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS11,971$9.40 萬<0.1%歷史
HCSGHealthcare Services Group IncCOM3,577$8.94 萬<0.1%歷史
GGBGerdau S.A.SPON ADR REP PFD13,432$6.61 萬<0.1%歷史
PROPROS Holdings, Inc.COM1,760$6.24 萬<0.1%歷史
PRAAPra Group IncCOM1,166$4.91 萬<0.1%歷史
TXTernium S.A.SPONSORED ADS1,033$4.37 萬<0.1%歷史
TYGTortoise Energy Infrastructure CorpCOM971$2.63 萬<0.1%歷史
PRLBProto Labs IncCOM379$2.52 萬<0.1%歷史
TCOMTrip.com Group LtdADS799$2.46 萬<0.1%歷史
SSBSouthState Bank CorpCOM297$2.22 萬<0.1%歷史
RRCRange Resources CorpCOM845$1.91 萬<0.1%歷史
EQTEQT CorpStock703$1.44 萬<0.1%歷史
SCCOSouthern Copper CorpStock255$1.43 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL195$1.19 萬<0.1%–
Schwab U.S. Mid-Cap ETF808524508ETF144$1.10 萬<0.1%–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE148$1.08 萬<0.1%–
RGLDRoyal Gold IncStock62$5,920<0.1%歷史
SNVSynovus Financial CorpCOM NEW117$5,135<0.1%歷史
STLDSteel Dynamics IncCOM83$4,854<0.1%歷史
CSTECaesarstone Ltd.ORD SHS375$4,658<0.1%歷史
BAHBooz Allen Hamilton Holding CorpCL A56$4,444<0.1%歷史
LAMRLamar Advertising CoREIT37$4,198<0.1%歷史
CNXCNX Resources CorpCOM315$3,975<0.1%歷史
NNNNNN REIT, Inc.REIT84$3,628<0.1%歷史
CSLCarlisle Companies IncCOM18$3,578<0.1%歷史
OSPNOneSpan Inc.COM169$3,174<0.1%歷史
EXELExelixis, Inc.COM140$2,960<0.1%歷史
HLFHerbalife Ltd.COM SHS69$2,924<0.1%歷史
OKTAOkta, Inc.CL A12$2,848<0.1%歷史
MRVIMaravai Lifesciences Holdings, Inc.COM CL A51$2,503<0.1%歷史
Flagstar Bank, National Association649445103COM183$2,355<0.1%–
REXRRexford Industrial Realty, Inc.COM36$2,043<0.1%歷史
HOPEHope Bancorp IncCOM137$1,978<0.1%歷史
GRFSGrifols SASP ADR REP B NVT134$1,958<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO20$1,934<0.1%–
EXPEagle Materials IncCOM14$1,836<0.1%歷史
MGEEMge Energy IncCOM22$1,617<0.1%歷史
MGYMagnolia Oil & Gas CorpCL A86$1,530<0.1%歷史
NFGNational Fuel Gas CoStock29$1,523<0.1%歷史
ETRNMidstream Co LLCCOM146$1,480<0.1%歷史
ROICRetail Opportunity Investments CorpCOM84$1,463<0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM39$1,454<0.1%歷史
NBIXNeurocrine Biosciences IncStock15$1,439<0.1%歷史
ALKSAlkermes plc.SHS46$1,419<0.1%歷史
FNBFNB CorpCOM120$1,394<0.1%歷史
POWIPower Integrations IncCOM14$1,386<0.1%歷史
COTYCoty Inc.COM CL A172$1,352<0.1%歷史
PLUGPlug Power IncStock51$1,303<0.1%歷史
SFStifel Financial CorpCOM19$1,291<0.1%歷史
NVCRNovoCure LtdORD SHS11$1,278<0.1%歷史
NTLAIntellia Therapeutics, Inc.COM9$1,207<0.1%歷史
INNSummit Hotel Properties, Inc.COM123$1,184<0.1%歷史
HPHelmerich & Payne, Inc.COM43$1,179<0.1%歷史
HIHillenbrand, Inc.COM27$1,152<0.1%歷史
CVBFCVB Financial CorpCOM56$1,141<0.1%歷史
EFOREverforth IncCOM10$1,131<0.1%歷史
JAMFJamf Holding Corp.COM29$1,117<0.1%歷史
MSGSMadison Square Garden Sports Corp.CL A6$1,116<0.1%歷史
IRDMIridium Communications Inc.COM28$1,116<0.1%歷史
VOYAVoya Financial, Inc.COM18$1,105<0.1%歷史
ARIApollo Commercial Real Estate Finance, Inc.COM71$1,053<0.1%歷史
WSCWillScot Holdings CorpCOM CL A33$1,047<0.1%歷史
SKYWSkywest IncCOM21$1,036<0.1%歷史
ACTGAcacia Research CorpACACIA TCH COM150$1,019<0.1%歷史
KFYKorn FerryCOM NEW14$1,013<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM15$1,003<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM24$976<0.1%歷史
TDCTeradata CorpStock17$975<0.1%歷史
TIMBTim S.A.SPONSORED ADR90$967<0.1%歷史
KODKodiak Sciences Inc.COM10$960<0.1%歷史
CBUCommunity Financial System, Inc.COM14$958<0.1%歷史
RDFNRedfin CorpCOM19$952<0.1%歷史
RVNCRevance Therapeutics, Inc.COM34$947<0.1%歷史
FORMFormfactor IncCOM25$933<0.1%歷史
IDTIdt CorpCL B NEW22$923<0.1%歷史
NAVINavient CorpCOM46$908<0.1%歷史
PRTAProthena Corp Public Ltd CoSHS12$855<0.1%歷史
STWDStarwood Property Trust, Inc.COM35$854<0.1%歷史
LNAILunai Bioworks Inc.COM125$841<0.1%歷史
MOHMolina Healthcare, Inc.COM3$814<0.1%歷史
BGSB&G Foods, Inc.COM27$807<0.1%歷史
AXSAxis Capital Holdings LtdSHS17$783<0.1%歷史
RITMRithm Capital Corp.REIT71$781<0.1%歷史
MCYMercury General CorpCOM14$779<0.1%歷史
SIGISelective Insurance Group IncCOM10$755<0.1%歷史
GNWGenworth Financial IncCOM SHS201$754<0.1%歷史
SVCService Properties TrustCOM SH BEN INT65$729<0.1%歷史
TSEMTower Semiconductor LtdSHS NEW24$724<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW45$721<0.1%歷史
KREFKKR Real Estate Finance Trust Inc.COM34$717<0.1%歷史
VIRTVirtu Financial, Inc.CL A28$684<0.1%歷史
EXASExact Sciences CorpCOM7$668<0.1%歷史
RNGRingCentral, Inc.CL A3$653<0.1%歷史
PMTPennyMac Mortgage Investment TrustCOM33$650<0.1%歷史
NNINelnet IncCL A8$634<0.1%歷史
NHCNational Healthcare CorpCOM9$630<0.1%歷史
BPMCBlueprint Medicines CorpCOM6$617<0.1%歷史