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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2022 年第 2 季持倉

持倉截至 2022/6/30,2024/8/16 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,223
較 2022 年第 1 季 −42
總值
$20.5 億
較 2022 年第 1 季 −$2.97 億 (−12.6%)
申報日
2024/8/16
SEC
TD Private Client Wealth LLC 在 2022 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
SPYSPDR S&P 500 ETF TrustETF429,593$1.62 億7.9%+1570.0%加碼歷史
iShares Tr4642874571 3 YR TREAS BD951,962$7,881 萬3.8%+91,441+10.6%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD935,265$7,132 萬3.5%−44,897−4.6%減碼–
Vanguard Dividend Appreciation ETF921908844ETF330,960$4,748 萬2.3%−66,677−16.8%減碼–
MSFTMicrosoft CorpStock179,311$4,612 萬2.2%+5,463+3.1%加碼歷史
iShares Tr4642874407-10 YR TRSY BD376,911$3,856 萬1.9%+247,870+192.1%加碼–
Vanguard Short-Term Bond ETF921937827ETF477,356$3,666 萬1.8%−25,808−5.1%減碼–
iShares Russell 1000 Growth ETF464287614ETF165,309$3,615 萬1.8%−8,287−4.8%減碼–
SPDR Series Trust78464A763ST STR SP DIV254,315$3,018 萬1.5%−32,059−11.2%減碼–
iShares S&P 500 Growth ETF464287309ETF491,005$2,963 萬1.4%−133,745−21.4%減碼–
Vanguard Morningstar Value ETF922908744ETF208,767$2,753 萬1.3%−7,404−3.4%減碼–
Vanguard Morningstar Growth ETF922908736ETF120,298$2,681 萬1.3%−4,485−3.6%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF231,655$2,549 萬1.2%−21,498−8.5%減碼–
iShares MSCI Eafe ETF464287465ETF341,571$2,145 萬1.0%−46,971−12.1%減碼–
AMZNAmazon Com IncStock201,763$2,143 萬1.0%+13,883+7.4%加碼依 20 比 1 拆股換算歷史
iShares S&P 500 Value ETF464287408ETF154,415$2,123 萬1.0%+92,402+149.0%加碼–
GOOGLAlphabet Inc.Stock9,605$2,094 萬1.0%+242+2.6%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF86,277$1,952 萬1.0%+11,057+14.7%加碼–
iShares Russell 1000 Value ETF464287598ETF129,940$1,884 萬0.9%−1,450−1.1%減碼–
Vanguard S&P 500 ETF922908363ETF52,443$1,819 萬0.9%+2,935+5.9%加碼–
AAPLApple Inc.Stock128,276$1,758 萬0.9%+1,998+1.6%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF121,668$1,595 萬0.8%+4,985+4.3%加碼–
iShares Tr4642886613 7 YR TREAS BD128,906$1,538 萬0.7%+31,405+32.2%加碼–
ABBVAbbVie Inc.Stock98,060$1,503 萬0.7%−16,557−14.4%減碼歷史
Schwab US Dividend Equity ETF808524797ETF202,059$1,451 萬0.7%+28,052+16.1%加碼–
iShares Russell 2000 ETF464287655ETF83,014$1,406 萬0.7%+4,683+6.0%加碼–
Vanguard Total Bond Market ETF921937835ETF186,300$1,402 萬0.7%+752+0.4%加碼–
Invesco QQQ Trust Series I46090E103ETF49,818$1,396 萬0.7%+2,287+4.8%加碼–
MRKMerck & Co., Inc.Stock146,323$1,334 萬0.7%−35,710−19.6%減碼歷史
VZVerizon Communications IncStock242,960$1,233 萬0.6%+34,377+16.5%加碼歷史
UNHUnitedHealth Group IncStock23,983$1,232 萬0.6%−2,202−8.4%減碼歷史
VVisa Inc.Stock62,044$1,222 萬0.6%+1,561+2.6%加碼歷史
PMPhilip Morris International Inc.Stock115,172$1,137 萬0.6%−214−0.2%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF117,986$1,090 萬0.5%−6,604−5.3%減碼–
iShares Core S&P 500 ETF464287200ETF27,480$1,042 萬0.5%−5,789−17.4%減碼–
JPMJPMorgan Chase & CoStock91,928$1,035 萬0.5%+3,734+4.2%加碼歷史
GOOGAlphabet Inc.Stock4,519$988.5 萬0.5%−136−2.9%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF204,423$966.1 萬0.5%+21,053+11.5%加碼–
Vanguard Information Technology ETF92204A702ETF29,341$958.1 萬0.5%+1,497+5.4%加碼–
ADBEAdobe Inc.Stock26,123$956.3 萬0.5%+227+0.9%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF115,589$924.9 萬0.5%−12,849−10.0%減碼–
iShares Tr464288448INTL SEL DIV ETF331,099$899.3 萬0.4%+15,627+5.0%加碼–
CSCOCisco Systems, Inc.Stock209,039$891.3 萬0.4%+30,207+16.9%加碼歷史
iShares Tips Bond ETF464287176ETF76,553$872.0 萬0.4%−2,550−3.2%減碼–
PGProcter & Gamble CoStock60,131$864.6 萬0.4%−58−0.1%減碼歷史
CVXChevron CorpStock57,969$839.3 萬0.4%−28,630−33.1%減碼歷史
JNJJohnson & JohnsonStock46,500$827.0 萬0.4%−1,625−3.4%減碼歷史
TMOThermo Fisher Scientific Inc.Stock14,841$807.7 萬0.4%−416−2.7%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR183,127$785.8 萬0.4%−3,807−2.0%減碼歷史
USBUS Bancorp DECOM NEW166,398$765.8 萬0.4%+29,913+21.9%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD164,110$752.6 萬0.4%+593+0.4%加碼–
GILDGilead Sciences, Inc.Stock121,161$748.9 萬0.4%+14,658+13.8%加碼歷史
DHRDanaher CorpStock29,417$745.8 萬0.4%−231−0.8%減碼歷史
BRK.BBerkshire Hathaway IncStock27,087$739.5 萬0.4%+4,409+19.4%加碼歷史
INTUIntuit Inc.Stock18,680$720.3 萬0.4%−510−2.7%減碼歷史
iShares Tr464288513IBOXX HI YD ETF97,166$715.2 萬0.3%−2,939−2.9%減碼–
XOMExxonMobil Holdings CorpCOM82,097$703.1 萬0.3%−17,978−18.0%減碼歷史
TFCTruist Financial CorpCOM147,789$701.0 萬0.3%+22,244+17.7%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF68,801$699.6 萬0.3%−44,263−39.1%減碼–
iShares Core MSCI Eafe ETF46432F842ETF116,964$688.3 萬0.3%−16,462−12.3%減碼–
MAMastercard IncStock21,650$683.0 萬0.3%+2,146+11.0%加碼歷史
MDTMedtronic plcStock75,979$681.9 萬0.3%−753−1.0%減碼歷史
iShares Select Dividend ETF464287168ETF57,931$681.7 萬0.3%+14,931+34.7%加碼–
DUKDuke Energy CORPStock62,883$674.2 萬0.3%+1,360+2.2%加碼歷史
AEPAmerican Electric Power Co IncStock68,876$660.8 萬0.3%−20,509−22.9%減碼歷史
GLDSPDR Gold TrustETF39,073$658.2 萬0.3%−4,311−9.9%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF60,691$639.2 萬0.3%+4,183+7.4%加碼–
CMCSAComcast CorpStock159,427$625.6 萬0.3%−5,612−3.4%減碼歷史
EFXEquifax IncCOM34,007$621.6 萬0.3%−1,041−3.0%減碼歷史
CCICrown Castle Inc.REIT36,444$613.8 萬0.3%−81−0.2%減碼歷史
AMGNAmgen IncStock25,006$608.7 萬0.3%−255−1.0%減碼歷史
PFEPfizer IncStock114,007$597.7 萬0.3%−12,426−9.8%減碼歷史
DDominion Energy, IncStock74,591$595.3 萬0.3%−497−0.7%減碼歷史
TTETotalEnergies SESPONSORED ADS110,927$583.9 萬0.3%+28,935+35.3%加碼歷史
NEENextera Energy IncStock75,155$582.2 萬0.3%+5,069+7.2%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF73,706$572.3 萬0.3%−23,750−24.4%減碼–
HDHome Depot, Inc.Stock20,865$572.3 萬0.3%−40−0.2%減碼歷史
METMetlife IncStock90,583$568.8 萬0.3%−11,909−11.6%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS109,649$554.3 萬0.3%+26,637+32.1%加碼–
WMBWilliams Companies, Inc.COM176,212$550.0 萬0.3%−3,400−1.9%減碼歷史
BSXBoston Scientific CorpStock147,555$549.9 萬0.3%+29,930+25.4%加碼歷史
ENBEnbridge IncStock130,263$549.0 萬0.3%+787+0.6%加碼歷史
ADIAnalog Devices IncStock36,753$537.0 萬0.3%−670−1.8%減碼歷史
PNCPNC Financial Services Group, Inc.Stock33,061$521.6 萬0.3%+16,382+98.2%加碼歷史
BLKBlackRock, Inc.COM8,541$520.2 萬0.3%−1,025−10.7%減碼歷史
AVGOBroadcom Inc.Stock10,606$515.3 萬0.3%−536−4.8%減碼歷史
NOWServiceNow, Inc.Stock10,765$512.4 萬0.2%+2,186+25.5%加碼歷史
WMTWalmart Inc.Stock42,146$512.4 萬0.2%+748+1.8%加碼歷史
PEPPepsiCo IncStock30,623$510.4 萬0.2%−2,493−7.5%減碼歷史
BMYBristol Myers Squibb CoStock65,967$507.9 萬0.2%−14,854−18.4%減碼歷史
METAMeta Platforms, Inc.Stock30,907$498.8 萬0.2%−4,502−12.7%減碼歷史
TAT&T Inc.Stock236,744$496.2 萬0.2%+52,826+28.7%加碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR124,476$493.8 萬0.2%−28,574−18.7%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF25,032$493.1 萬0.2%+1,972+8.6%加碼–
CLColgate Palmolive CoStock61,158$490.1 萬0.2%−46−0.1%減碼歷史
ABTAbbott LaboratoriesStock44,607$484.7 萬0.2%+564+1.3%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF25,654$483.9 萬0.2%−1,641−6.0%減碼–
BCEBce IncCOM NEW97,507$479.5 萬0.2%+847+0.9%加碼歷史
AJGArthur J. Gallagher & Co.COM28,777$469.3 萬0.2%+68+0.2%加碼歷史
SOSouthern CoStock65,794$469.2 萬0.2%−5,824−8.1%減碼歷史

2022 年第 1 季之後清倉(81 檔)

2022 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 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI65,242$162.6 萬0.1%–
First Tr Exchange-Traded FD33739Q507SSI STRG ETF19,310$74.8 萬<0.1%–
WisdomTree Tr97717W430HEDGED HI YLD BD8,830$19.4 萬<0.1%–
iShares Tr464287689RUSSELL 3000 ETF648$17.0 萬<0.1%–
INMDInMode Ltd.SHS2,810$10.4 萬<0.1%歷史
iShares Tr464287762US HLTHCARE ETF250$7.22 萬<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF1,502$6.75 萬<0.1%–
iShares Tr464287515EXPANDED TECH125$4.31 萬<0.1%–
NVMINova Ltd.COM289$3.16 萬<0.1%歷史
Global X FDS37954Y343GLBL X MLP ETF765$3.08 萬<0.1%–
BIDUBaidu, Inc.ADR220$2.91 萬<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM358$2.80 萬<0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR890$2.64 萬<0.1%歷史
FCNCAFirst Citizens Bancshares IncCL A35$2.33 萬<0.1%歷史
iShares Tr464287846DOW JONES US ETF164$1.83 萬<0.1%–
SNXTD Synnex CorpCOM166$1.71 萬<0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF297$1.59 萬<0.1%–
PLUGPlug Power IncStock532$1.52 萬<0.1%歷史
iShares Tr464288281JPMORGAN USD EMG137$1.34 萬<0.1%–
LYFTLyft, Inc.CL A COM342$1.31 萬<0.1%歷史
OKTAOkta, Inc.CL A86$1.30 萬<0.1%歷史
MDUMdu Resources Group IncStock485$1.29 萬<0.1%歷史
UWMCUWM Holdings CorpCOM CL A2,212$1.00 萬<0.1%歷史
BYNDBeyond Meat, Inc.COM201$9,710<0.1%歷史
CMRECostamare Inc.SHS494$8,423<0.1%歷史
JOUTJohnson Outdoors IncCL A104$8,084<0.1%歷史
NVCRNovoCure LtdORD SHS95$7,871<0.1%歷史
SESea LtdSPONSORD ADS59$7,068<0.1%歷史
TAKTakeda Pharmaceutical Co LtdADR472$6,759<0.1%歷史
WUWestern Union COStock335$6,278<0.1%歷史
DLXDeluxe CorpCOM199$6,018<0.1%歷史
UUnity Software Inc.COM59$5,853<0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR515$5,062<0.1%歷史
PATHUiPath, Inc.Stock196$4,232<0.1%歷史
ZZillow Group, Inc.CL C CAP STK83$4,091<0.1%歷史
WWayfair Inc.CL A34$3,767<0.1%歷史
RNGRingCentral, Inc.CL A27$3,165<0.1%歷史
FIGSFIGS, Inc.CL A124$2,668<0.1%歷史
PGREParamount Group, Inc.COM233$2,542<0.1%歷史
PENPenumbra IncCOM11$2,443<0.1%歷史
FVRRFiverr International Ltd.ORD SHS30$2,282<0.1%歷史
BDNBrandywine Realty TrustSH BEN INT NEW153$2,163<0.1%歷史
MURMurphy Oil CorpCOM53$2,141<0.1%歷史
AZEKAZEK Co Inc.CL A76$1,888<0.1%歷史
OGEOGE Energy Corp.COM45$1,835<0.1%歷史
ARESAres Management CorpCL A COM STK20$1,625<0.1%歷史
FTDRFrontdoor, Inc.COM51$1,522<0.1%歷史
AAAlcoa CorpStock16$1,440<0.1%歷史
WLKWestlake CorpCOM10$1,234<0.1%歷史
OPTUOptimum Communications, Inc.CL A97$1,211<0.1%歷史
FLFoot Locker, Inc.COM38$1,127<0.1%歷史
NFENew Fortress Energy Inc.COM CL A26$1,108<0.1%歷史
NKTRNektar TherapeuticsCOM202$1,089<0.1%歷史
KRNTKornit Digital Ltd.SHS12$992<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM34$898<0.1%歷史
SKXSkechers USA IncCL A22$897<0.1%歷史
WEXWEX Inc.COM5$892<0.1%歷史
AMHAmerican Homes 4 RentCL A21$841<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A16$782<0.1%歷史
PCORProcore Technologies, Inc.COM13$753<0.1%歷史
LZLegalzoom.com, Inc.COM48$679<0.1%歷史
ARWArrow Electronics, Inc.COM5$593<0.1%歷史
DVDoubleVerify Holdings, Inc.COM23$579<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR75$573<0.1%歷史
VISNVistance Networks, Inc.COM72$567<0.1%歷史
NCNOnCino, Inc.COM13$533<0.1%歷史
SIXSix Flags Entertainment CorpCOM11$479<0.1%歷史
FTITechnipFMC plcCOM61$473<0.1%歷史
WTFCWintrust Financial CorpCOM5$465<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock4$400<0.1%歷史
GHGuardant Health, Inc.COM6$397<0.1%歷史
CNACna Financial CorpCOM8$389<0.1%歷史
RKTRocket Companies, Inc.Stock34$378<0.1%歷史
ROKURoku, IncCOM CL A3$376<0.1%歷史
Cyberark Software LtdM2682V108SHS2$338<0.1%–
RHRHCOM1$326<0.1%歷史
XRXXerox Holdings CorpCOM NEW16$323<0.1%歷史
CWCurtiss Wright CorpStock2$300<0.1%歷史
FHBFirst Hawaiian, Inc.COM10$279<0.1%歷史
TWOU2U, LLCCOM20$266<0.1%歷史
ONLOrion Properties Inc.REIT7$98<0.1%歷史