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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 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
SPDR Series Trust78464A516ST INTL BBG ETF13,270$37.5 萬<0.1%+13,270新進–
iShares Tr46435G243ESG AWRE 1 5 YR14,667$37.6 萬<0.1%−11,942−44.9%減碼–
OMCOmnicom Group Inc.COM5,208$38.2 萬<0.1%+479+10.1%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE4,820$38.3 萬<0.1%+7+0.1%加碼–
EGEverest Group, Ltd.COM1,408$38.6 萬<0.1%−53−3.6%減碼歷史
WTWWillis Towers Watson PLCSHS1,628$38.7 萬<0.1%+1,269+353.5%加碼歷史
AMDAdvanced Micro Devices IncStock2,698$38.8 萬<0.1%−71−2.6%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF3,655$39.7 萬<0.1%+919+33.6%加碼–
Ssga Active ETF Tr78467V608ST STR BL LN ETF8,814$40.2 萬<0.1%+8,814新進–
TELTE Connectivity plcREG SHS2,536$40.9 萬<0.1%−26−1.0%減碼歷史
EXCExelon CorpStock7,095$41.0 萬<0.1%−246−3.4%減碼歷史
HBIHanesbrands Inc.COM24,621$41.2 萬<0.1%−163−0.7%減碼歷史
NTAPNetApp, Inc.Stock4,484$41.2 萬<0.1%−807−15.3%減碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF7,482$41.3 萬<0.1%−6,440−46.3%減碼–
LEGLeggett & Platt IncStock10,213$42.0 萬<0.1%+58+0.6%加碼歷史
SPGSimon Property Group Inc.REIT2,654$42.4 萬<0.1%−127−4.6%減碼歷史
SAPSAP SEADR3,038$42.6 萬<0.1%−1,846−37.8%減碼歷史
PRUPrudential Financial IncStock3,966$42.9 萬<0.1%+121+3.1%加碼歷史
iShares Tr46435G425ESG AWR MSCI USA3,984$43.0 萬<0.1%−80−2.0%減碼–
XELXcel Energy IncStock6,438$43.6 萬<0.1%+291+4.7%加碼歷史
SPGIS&P Global Inc.Stock941$44.4 萬<0.1%−87−8.5%減碼歷史
OCGNOcugen, Inc.COM98,390$44.8 萬<0.1%00.0%不變歷史
NWLNewell Brands Inc.Stock20,502$44.8 萬<0.1%+6,676+48.3%加碼歷史
BAXBaxter International IncStock5,230$44.9 萬<0.1%+646+14.1%加碼歷史
SEESealed Air CorpCOM6,680$45.1 萬<0.1%+1,550+30.2%加碼歷史
NSCNorfolk Southern CorpStock1,536$45.7 萬<0.1%−7,399−82.8%減碼歷史
USFDUS Foods Holding Corp.COM13,171$45.9 萬<0.1%+733+5.9%加碼歷史
ONOn Semiconductor CorpStock6,781$46.1 萬<0.1%+40+0.6%加碼歷史
Global X FDS37954Y673US INFR DEV ETF16,027$46.1 萬<0.1%+16,027新進–
LENLennar CorpCL A3,994$46.4 萬<0.1%−1,233−23.6%減碼歷史
GENGen Digital Inc.Stock18,002$46.8 萬<0.1%−411−2.2%減碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF10,537$47.1 萬<0.1%+65+0.6%加碼–
STTState Street CorpCOM5,201$48.4 萬<0.1%+266+5.4%加碼歷史
LNTAlliant Energy CorpStock7,877$48.4 萬<0.1%+57+0.7%加碼歷史
EIXEdison InternationalStock7,177$49.0 萬<0.1%+179+2.6%加碼歷史
AMCRAmcor plcORD40,793$49.0 萬<0.1%−1,144−2.7%減碼歷史
TPRTapestry, Inc.COM12,081$49.0 萬<0.1%−5,067−29.5%減碼歷史
APTVAptiv PLCSHS2,977$49.1 萬<0.1%−28−0.9%減碼歷史
iShares Tr46428743220 YR TR BD ETF3,320$49.2 萬<0.1%−14−0.4%減碼–
VRTVertiv Holdings CoCOM CL A19,827$49.5 萬<0.1%+7,104+55.8%加碼歷史
New York Life Investments Et45409B107HEDGE MULTI STRA15,730$50.0 萬<0.1%+15,730新進–
Schwab U.S. Large-Cap Growth ETF808524300ETF3,071$50.3 萬<0.1%+723+30.8%加碼–
PWRQuanta Services, Inc.COM4,403$50.5 萬<0.1%+112+2.6%加碼歷史
RYRoyal Bank of CanadaStock4,794$50.9 萬<0.1%+225+4.9%加碼歷史
GSKGSK plcSPONSORED ADR11,671$51.5 萬<0.1%+4,388+60.2%加碼歷史
CHKPCheck Point Software Technologies LtdORD4,446$51.8 萬<0.1%−1,351−23.3%減碼歷史
NEMNEWMONT CorpStock8,708$54.0 萬<0.1%−623−6.7%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF2,750$55.0 萬<0.1%−18−0.7%減碼–
iShares Inc464286392MSCI WORLD ETF4,123$55.8 萬<0.1%+4,123新進–
PHParker-Hannifin CorpStock1,754$55.8 萬<0.1%+74+4.4%加碼歷史
iShares Global Clean Energy ETF464288224ETF26,398$55.9 萬<0.1%−6,248−19.1%減碼–
DOVDOVER CorpCOM3,161$57.4 萬<0.1%−245−7.2%減碼歷史
APHAmphenol CorpCL A6,595$57.7 萬<0.1%+143+2.2%加碼歷史
iShares Tr464289867CORE 60 BALA ETF10,119$57.8 萬<0.1%+10,119新進–
iShares Tr464288307MRGSTR MD CP GRW7,926$58.0 萬<0.1%−1,007−11.3%減碼–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL7,887$58.2 萬<0.1%+1,225+18.4%加碼–
PGRProgressive CorpStock5,672$58.2 萬<0.1%−3,955−41.1%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD10,625$58.3 萬<0.1%+2,985+39.1%加碼–
WABWestinghouse Air Brake Technologies CorpStock6,372$58.7 萬<0.1%−198−3.0%減碼歷史
WSOWatsco IncCOM1,876$58.7 萬<0.1%−703−27.3%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock3,215$58.8 萬<0.1%−308−8.7%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF6,567$59.5 萬<0.1%+4,570+228.8%加碼–
ALLYAlly Financial Inc.Stock12,591$59.9 萬<0.1%+12,524+18,692.5%加碼歷史
WELLWelltower Inc.REIT7,000$60.0 萬<0.1%−61−0.9%減碼歷史
MTNVail Resorts IncCOM1,832$60.1 萬<0.1%+20+1.1%加碼歷史
CSXCSX CorpStock16,048$60.3 萬<0.1%+250+1.6%加碼歷史
MLMMartin Marietta Materials IncCOM1,372$60.4 萬<0.1%+56+4.3%加碼歷史
FITBFifth Third BancorpCOM13,962$60.8 萬<0.1%−2,087−13.0%減碼歷史
LDOSLeidos Holdings, Inc.COM6,888$61.2 萬<0.1%+2,793+68.2%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW16,681$61.5 萬<0.1%−2,341−12.3%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF15,850$61.9 萬<0.1%−4,783−23.2%減碼–
ENPHEnphase Energy, Inc.Stock3,409$62.4 萬<0.1%+1,265+59.0%加碼歷史
OCOwens CorningStock6,906$62.5 萬<0.1%+10+0.1%加碼歷史
BABoeing CoStock3,170$63.8 萬<0.1%−16−0.5%減碼歷史
WPCW. P. Carey Inc.COM7,831$64.3 萬<0.1%+1,669+27.1%加碼歷史
FNFFidelity National Financial, Inc.COM SHS12,387$64.6 萬<0.1%+570+4.8%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,268$65.6 萬<0.1%+249+24.4%加碼歷史
RJFRaymond James Financial IncCOM6,698$67.2 萬<0.1%−695−9.4%減碼歷史
CNQCanadian Natural Resources LtdCOM15,999$67.6 萬<0.1%−2,688−14.4%減碼歷史
SWKStanley Black & Decker, Inc.COM3,629$68.5 萬<0.1%+62+1.7%加碼歷史
COSTCostco Wholesale CorpStock1,216$69.0 萬<0.1%−116−8.7%減碼歷史
IAUiShares Gold TrustETF19,900$69.3 萬<0.1%−1,006−4.8%減碼歷史
LKQLKQ CorpCOM11,546$69.3 萬<0.1%−820−6.6%減碼歷史
MSIMotorola Solutions, Inc.Stock2,597$70.6 萬<0.1%+1,199+85.8%加碼歷史
QRVOQorvo, Inc.Stock4,719$73.8 萬<0.1%+1,339+39.6%加碼歷史
Alps ETF Tr00162Q452ALERIAN MLP22,646$74.1 萬<0.1%+1,006+4.6%加碼–
ALLAllstate CorpStock6,308$74.2 萬<0.1%−635−9.1%減碼歷史
HWMHowmet Aerospace Inc.Stock23,352$74.3 萬<0.1%+809+3.6%加碼歷史
MHKMohawk Industries IncCOM4,111$74.9 萬<0.1%−177−4.1%減碼歷史
SRESempraStock5,681$75.1 萬<0.1%−40−0.7%減碼歷史
RCIRogers Communications IncCL B16,110$76.7 萬<0.1%−222−1.4%減碼歷史
FOXAFox CorpCL A COM20,848$76.9 萬<0.1%+645+3.2%加碼歷史
Vanguard Materials ETF92204A801ETF3,915$77.1 萬<0.1%+597+18.0%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock6,158$78.2 萬<0.1%+589+10.6%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -8,758$80.8 萬<0.1%+263+3.1%加碼歷史
SABRSabre CorpCOM94,089$80.8 萬<0.1%−6,436−6.4%減碼歷史
Schwab US Tips ETF808524870ETF13,027$81.9 萬<0.1%+3,015+30.1%加碼–
PIMCO ETF Tr72201R2051-5 US TIP IDX15,019$82.9 萬<0.1%+1,084+7.8%加碼–
CTVACorteva, Inc.Stock17,575$83.1 萬<0.1%+135+0.8%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF5,043$83.7 萬<0.1%+847+20.2%加碼–

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