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Livermore
Livermore
中文EN

TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2022 年第 1 季持倉

持倉截至 2022/3/31，2024/8/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,265
較 2021 年第 4 季 +106
總值
$23.5 億
較 2021 年第 4 季 −$5,919 萬 (−2.5%)
申報日
2024/8/16
SEC
TD Private Client Wealth LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GMEDGlobus Medical IncStock421$3.11 萬<0.1%+421新進歷史
GXOGXO Logistics, Inc.Stock437$3.12 萬<0.1%+195+80.6%加碼歷史
PNRPENTAIR plcSHS577$3.13 萬<0.1%+2+0.3%加碼歷史
NVMINova Ltd.COM289$3.16 萬<0.1%−328−53.2%減碼歷史
FDSFactset Research Systems IncStock73$3.17 萬<0.1%+6+9.0%加碼歷史
SUISun Communities IncCOM181$3.17 萬<0.1%+104+135.1%加碼歷史
XPOXPO, Inc.COM437$3.18 萬<0.1%+185+73.4%加碼歷史
RPMRPM International IncCOM391$3.18 萬<0.1%−10,205−96.3%減碼歷史
GGenpact LTDSHS732$3.18 萬<0.1%+191+35.3%加碼歷史
BENFranklin Templeton IncCOM1,144$3.19 萬<0.1%+225+24.5%加碼歷史
iShares Inc46434G764MSCI EMRG CHN552$3.21 萬<0.1%+552新進–
UPBDUpbound Group, Inc.COM1,292$3.25 萬<0.1%+1,292新進歷史
AZTAAzenta, Inc.COM396$3.28 萬<0.1%+7+1.8%加碼歷史
LLoews CorpCOM508$3.29 萬<0.1%+17+3.5%加碼歷史
FORMFormfactor IncCOM802$3.37 萬<0.1%+802新進歷史
HSBCHSBC Holdings PLCSPON ADR NEW989$3.38 萬<0.1%+884+841.9%加碼歷史
CNNECannae Holdings, Inc.COM1,425$3.41 萬<0.1%+20+1.4%加碼歷史
JXNJackson Financial Inc.COM CL A771$3.41 萬<0.1%+770+77,000.0%加碼歷史
CEGConstellation Energy CorpStock608$3.42 萬<0.1%+608新進歷史
CIOCity Office REIT, Inc.COM1,950$3.44 萬<0.1%+1,950新進歷史
SYFSynchrony FinancialCOM994$3.46 萬<0.1%+72+7.8%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW496$3.48 萬<0.1%+496新進–
KBKB Financial Group Inc.SPONSORED ADR724$3.54 萬<0.1%+192+36.1%加碼歷史
HOLXHologic IncCOM463$3.56 萬<0.1%+316+215.0%加碼歷史
RACEFerrari N.V.COM161$3.56 萬<0.1%−202−55.6%減碼歷史
PSOPearson PLCSPONSORED ADR3,572$3.56 萬<0.1%00.0%不變歷史
PFGPrincipal Financial Group IncCOM486$3.57 萬<0.1%+25+5.4%加碼歷史
STCStewart Information Services CorpCOM593$3.59 萬<0.1%+593新進歷史
VRTVertiv Holdings CoCOM CL A2,609$3.65 萬<0.1%−17,218−86.8%減碼歷史
DAYDayforce, Inc.COM537$3.67 萬<0.1%+435+426.5%加碼歷史
JHXJames Hardie Industries plcSPONSORED ADR1,218$3.67 萬<0.1%+778+176.8%加碼歷史
VEEVVeeva Systems IncStock173$3.68 萬<0.1%+109+170.3%加碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW302$3.69 萬<0.1%+302新進歷史
CRICarters IncCOM401$3.69 萬<0.1%+401新進歷史
WATWaters CorpCOM119$3.69 萬<0.1%+38+46.9%加碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS1,704$3.73 萬<0.1%−220−11.4%減碼歷史
AVTAvnet IncCOM921$3.74 萬<0.1%+921新進歷史
BEPCBrookfield Renewable CorpCL A SUB VTG857$3.75 萬<0.1%+155+22.1%加碼歷史
EVTCEVERTEC, Inc.COM916$3.75 萬<0.1%+916新進歷史
DGXQuest Diagnostics IncCOM275$3.76 萬<0.1%−105−27.6%減碼歷史
WHRWhirlpool CorpStock218$3.77 萬<0.1%+83+61.5%加碼歷史
IPInternational Paper CoCOM821$3.79 萬<0.1%+134+19.5%加碼歷史
HTGCHercules Capital, Inc.COM2,108$3.81 萬<0.1%+1,184+128.1%加碼歷史
CLHClean Harbors IncCOM343$3.83 萬<0.1%+343新進歷史
CINFCincinnati Financial CorpCOM282$3.83 萬<0.1%+38+15.6%加碼歷史
BWABorgwarner IncCOM999$3.89 萬<0.1%+235+30.8%加碼歷史
TTECTTEC Holdings, Inc.COM478$3.94 萬<0.1%+478新進歷史
BF.BBrown Forman CorpStock590$3.95 萬<0.1%+56+10.5%加碼歷史
PRGOPERRIGO Co plcSHS1,033$3.97 萬<0.1%−7−0.7%減碼歷史
PKGPackaging Corp of AmericaStock257$4.01 萬<0.1%+34+15.2%加碼歷史
UBERUber Technologies, IncStock1,132$4.04 萬<0.1%+627+124.2%加碼歷史
HELEHelen of Troy LtdStock209$4.09 萬<0.1%+209新進歷史
DTMDT Midstream, Inc.COMMON STOCK755$4.10 萬<0.1%+21+2.9%加碼歷史
KEYKeycorpCOM1,838$4.11 萬<0.1%+33+1.8%加碼歷史
VVVValvoline IncCOM1,309$4.13 萬<0.1%+1,309新進歷史
SFStifel Financial CorpCOM615$4.18 萬<0.1%+615新進歷史
EDConsolidated Edison IncStock445$4.21 萬<0.1%+15+3.5%加碼歷史
iShares Inc464286392MSCI WORLD ETF334$4.28 萬<0.1%−3,789−91.9%減碼–
SPDR Series Trust78468R408ST TERM HIGH ETF1,634$4.29 萬<0.1%−1,703−51.0%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF206$4.29 萬<0.1%−104−33.5%減碼–
CMBTCmb.tech NVSHS4,065$4.30 萬<0.1%+1,563+62.5%加碼歷史
iShares Tr464287515EXPANDED TECH125$4.31 萬<0.1%+125新進–
RHIRobert Half Inc.COM382$4.36 萬<0.1%+18+4.9%加碼歷史
LENLennar CorpCL A540$4.38 萬<0.1%−3,454−86.5%減碼歷史
SONSonoco Products CoCOM701$4.39 萬<0.1%+676+2,704.0%加碼歷史
UNFUnifirst CorpCOM238$4.39 萬<0.1%+4+1.7%加碼歷史
CPTCamden Property TrustREIT264$4.39 萬<0.1%+261+8,700.0%加碼歷史
NTESNetEase, Inc.SPONSORED ADS493$4.42 萬<0.1%−414−45.6%減碼歷史
DCIDonaldson Co IncStock853$4.43 萬<0.1%+846+12,085.7%加碼歷史
SIGSignet Jewelers LtdSHS612$4.45 萬<0.1%+612新進歷史
SHOPShopify Inc.Stock66$4.46 萬<0.1%−93−58.5%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR17,395$4.47 萬<0.1%+4,173+31.6%加碼歷史
HTHHilltop Holdings Inc.COM1,531$4.50 萬<0.1%+1,531新進歷史
ALKAlaska Air Group, Inc.COM780$4.52 萬<0.1%−3−0.4%減碼歷史
MAAMid America Apartment Communities Inc.COM217$4.55 萬<0.1%+83+61.9%加碼歷史
OZKBank OZKCOM1,067$4.56 萬<0.1%−31−2.8%減碼歷史
DIODDiodes IncCOM527$4.58 萬<0.1%+521+8,683.3%加碼歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW716$4.60 萬<0.1%+716新進歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF739$4.60 萬<0.1%−33−4.3%減碼–
RLRalph Lauren CorpCL A407$4.62 萬<0.1%+330+428.6%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW649$4.63 萬<0.1%+299+85.4%加碼–
PDMPiedmont Realty Trust, Inc.COM CL A2,705$4.66 萬<0.1%+2,705新進歷史
DARDarling Ingredients Inc.COM581$4.67 萬<0.1%+121+26.3%加碼歷史
OGNOrganon & Co.Stock1,313$4.74 萬<0.1%−139−9.6%減碼歷史
EXELExelixis, Inc.COM2,136$4.84 萬<0.1%+2,136新進歷史
AITApplied Industrial Technologies IncCOM472$4.85 萬<0.1%+472新進歷史
AVBAvalonbay Communities IncCOM196$4.87 萬<0.1%+20+11.4%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW453$4.88 萬<0.1%−66−12.7%減碼歷史
FMCFMC CorpCOM NEW371$4.88 萬<0.1%+1+0.3%加碼歷史
PORPortland General Electric CoCOM NEW890$4.91 萬<0.1%+890新進歷史
FBINFortune Brands Innovations, Inc.COM666$4.95 萬<0.1%+332+99.4%加碼歷史
HAYWHayward Holdings, Inc.COM2,978$4.95 萬<0.1%+42+1.4%加碼歷史
DXCMDexcom IncCOM97$4.96 萬<0.1%−37−27.6%減碼歷史
SEMSelect Medical Holdings CorpCOM2,081$4.99 萬<0.1%+2,031+4,062.0%加碼歷史
QGENQiagen N.V.SHS NEW1,010$5.00 萬<0.1%+971+2,489.7%加碼歷史
BABAAlibaba Group Holding LtdADR460$5.00 萬<0.1%+19+4.3%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM598$5.01 萬<0.1%+19+3.3%加碼歷史
DINOHF Sinclair CorpCOM1,258$5.01 萬<0.1%+1,258新進歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF944$5.02 萬<0.1%+944新進–
NBISNebius Group N.V.Stock1,819$5.02 萬<0.1%+1+0.1%加碼歷史

2021 年第 4 季之後清倉（76 檔）

2021 年第 4 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 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
iShares Tr464289867CORE 60 BALA ETF10,119$57.8 萬<0.1%–
New York Life Investments Et45409B107HEDGE MULTI STRA15,730$50.0 萬<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF13,270$37.5 萬<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD14,226$20.0 萬<0.1%–
PCTYPaylocity Holding CorpCOM754$17.8 萬<0.1%歷史
WPPWPP plcADR2,218$16.8 萬<0.1%歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD35,593$13.3 萬<0.1%歷史
ALRMAlarm.com Holdings, Inc.COM1,527$13.0 萬<0.1%歷史
PEGAPegasystems IncCOM1,112$12.4 萬<0.1%歷史
New York Life Investments Et45409B800MERGE ARBIT ETF3,557$11.5 萬<0.1%–
INFYInfosys LtdSPONSORED ADR3,151$7.98 萬<0.1%歷史
WITWipro LtdSPON ADR 1 SH8,151$7.96 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A315$7.95 萬<0.1%歷史
KIDSOrthopediatrics CorpCOM1,288$7.71 萬<0.1%歷史
GDYNGrid Dynamics Holdings, Inc.CL A1,921$7.29 萬<0.1%歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,252$6.96 萬<0.1%–
GSMFerroglobe PLCSHS7,500$4.66 萬<0.1%歷史
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY949$4.31 萬<0.1%–
iShares Tr464288117INTL TREA BD ETF838$4.21 萬<0.1%–
iShares Tr464288257MSCI ACWI ETF282$2.98 萬<0.1%–
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT879$2.03 萬<0.1%–
WCCWesco International IncCOM145$1.91 萬<0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A1,919$1.80 萬<0.1%歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD6,894$1.68 萬<0.1%歷史
DAVAEndava plcADS94$1.58 萬<0.1%歷史
WBSWebster Financial CorpCOM159$8,879<0.1%歷史
CGNTCognyte Software Ltd.ORD SHS495$7,757<0.1%歷史
LYGLloyds Banking Group plcSPONSORED ADR776$1,979<0.1%歷史
BNTXBioNTech SESPONSORED ADS7$1,805<0.1%歷史
SMARSmartsheet IncCOM CL A18$1,394<0.1%歷史
ESTCElastic N.V.ORD SHS9$1,108<0.1%歷史
FLOFlowers Foods IncCOM40$1,099<0.1%歷史
CHHChoice Hotels International IncCOM7$1,092<0.1%歷史
SIRISirius XM Holdings Inc.COM162$1,029<0.1%歷史
GOGrocery Outlet Holding Corp.COM35$990<0.1%歷史
ZGZillow Group, Inc.CL A15$933<0.1%歷史
CVNACarvana Co.CL A4$927<0.1%歷史
STNEStoneCo Ltd.COM55$927<0.1%歷史
MASIMasimo CorpCOM3$878<0.1%歷史
VACMarriott Vacations Worldwide CorpCOM5$845<0.1%歷史
CHGGChegg, IncCOM27$829<0.1%歷史
CGCarlyle Group Inc.COM15$824<0.1%歷史
AMGAffiliated Managers Group, Inc.Stock5$823<0.1%歷史
ONCBeOne Medicines Ltd.ADR3$813<0.1%歷史
JHGJanus Henderson Group Ltd.ORD SHS19$797<0.1%歷史
TNDMTandem Diabetes Care IncCOM NEW5$753<0.1%歷史
YETIYETI Holdings, Inc.COM9$745<0.1%歷史
JRVRJames River Group Holdings, Inc.COM25$720<0.1%歷史
OPENOpendoor Technologies Inc.COM48$701<0.1%歷史
IOVAIovance Biotherapeutics, Inc.COM35$668<0.1%歷史
NTRANatera, Inc.COM7$654<0.1%歷史
ADPTAdaptive Biotechnologies CorpCOM23$645<0.1%歷史
FOURShift4 Payments, Inc.CL A11$637<0.1%歷史
PLNTPlanet Fitness, Inc.CL A7$634<0.1%歷史
OLNOLIN CorpStock11$633<0.1%歷史
CLFCleveland-Cliffs Inc.COM29$631<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM7$630<0.1%歷史
NYTNew York Times CoCL A13$628<0.1%歷史
TRIPTripAdvisor, Inc.COM23$627<0.1%歷史
ALSumisho Air Lease CorpCL A14$619<0.1%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock12$614<0.1%歷史
AIC3.ai, Inc.Stock19$594<0.1%歷史
PEverpure, Inc.CL A18$586<0.1%歷史
NTNXNutanix, Inc.Stock18$573<0.1%歷史
FRPTFreshpet, Inc.Stock6$572<0.1%歷史
LMNDLemonade, Inc.Stock13$547<0.1%歷史
QVCGAOld QVC Group, Inc.COM SER A72$547<0.1%歷史
SHLSShoals Technologies Group, Inc.CL A22$535<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A27$514<0.1%歷史
QSQuantumScape CorpCOM CL A23$510<0.1%歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT40$500<0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR18$480<0.1%歷史
UPSTUpstart Holdings, Inc.COM3$454<0.1%歷史
NVAXNovavax IncCOM NEW3$429<0.1%歷史
EVBGEverbridge, Inc.COM5$337<0.1%歷史
AIVApartment Investment & Management CoCL A6$46<0.1%歷史