TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- 最新申報
- 2026/8/4
2022 年第 4 季持倉
持倉截至 2022/12/31，2024/8/16 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 1,208
- 較 2022 年第 3 季 −3
- 總值
- $21.2 億
- 較 2022 年第 3 季 +$1.61 億 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MIDDMIDDLEBY Corp | COM | 157 | $2.10 萬 | <0.1% | −5,361−97.2% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 126 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 225 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 887 | $2.13 萬 | <0.1% | +887 | 新進 | – |
| CPBCAMPBELL'S Co | COM | 378 | $2.15 萬 | <0.1% | −39−9.4% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 62 | $2.15 萬 | <0.1% | −3−4.6% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 379 | $2.16 萬 | <0.1% | +170+81.3% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 392 | $2.23 萬 | <0.1% | +14+3.7% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 538 | $2.23 萬 | <0.1% | −11,977−95.7% | 減碼 | 歷史 |
| EVTCEVERTEC, Inc. | COM | 690 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 816 | $2.25 萬 | <0.1% | +193+31.0% | 加碼 | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 552 | $2.28 萬 | <0.1% | 00.0% | 不變 | – |
| AAPAdvance Auto Parts Inc | COM | 155 | $2.28 萬 | <0.1% | −89−36.5% | 減碼 | 歷史 |
| First Tr High Income L/S FD33738E109 | COM | 2,000 | $2.29 萬 | <0.1% | 00.0% | 不變 | – |
| HEI.AHeico Corp | CL A | 195 | $2.34 萬 | <0.1% | −2−1.0% | 減碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 2,092 | $2.36 萬 | <0.1% | −1,491−41.6% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 453 | $2.37 萬 | <0.1% | −134−22.8% | 減碼 | 歷史 |
| CLHClean Harbors Inc | COM | 211 | $2.41 萬 | <0.1% | −22−9.4% | 減碼 | 歷史 |
| OZKBank OZK | COM | 603 | $2.42 萬 | <0.1% | −77−11.3% | 減碼 | 歷史 |
| INGRIngredion Inc | COM | 248 | $2.43 萬 | <0.1% | −23−8.5% | 減碼 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 631 | $2.44 萬 | <0.1% | +449+246.7% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 191 | $2.44 萬 | <0.1% | −36−15.9% | 減碼 | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 8,607 | $2.44 萬 | <0.1% | +8,376+3,626.0% | 加碼 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 116 | $2.46 萬 | <0.1% | −51−30.5% | 減碼 | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 637 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 114 | $2.50 萬 | <0.1% | +10+9.6% | 加碼 | – |
| OXMOxford Industries Inc | COM | 269 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DCIDonaldson Co Inc | Stock | 431 | $2.54 萬 | <0.1% | −451−51.1% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 11 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 237 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 606 | $2.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 446 | $2.60 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| FFWMFirst Foundation Inc. | COM | 1,827 | $2.62 萬 | <0.1% | −423−18.8% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 520 | $2.63 萬 | <0.1% | +148+39.8% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 466 | $2.63 萬 | <0.1% | −6−1.3% | 減碼 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 162 | $2.65 萬 | <0.1% | −1−0.6% | 減碼 | – |
| TSTenaris SA | SPONSORED ADS | 755 | $2.65 萬 | <0.1% | +708+1,506.4% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 559 | $2.69 萬 | <0.1% | −7−1.2% | 減碼 | 歷史 |
| Equity Commonwealth 6.5 Cum Conv PFD D294628201 | COM | 1,073 | $2.69 萬 | <0.1% | +113+11.8% | 加碼 | – |
| FNVFranco Nevada Corp | Stock | 198 | $2.70 萬 | <0.1% | +24+13.8% | 加碼 | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 2,891 | $2.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 532 | $2.74 萬 | <0.1% | 00.0% | 不變 | – |
| CNNECannae Holdings, Inc. | COM | 1,345 | $2.78 萬 | <0.1% | −5−0.4% | 減碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 1,015 | $2.78 萬 | <0.1% | −341−25.1% | 減碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 85 | $2.79 萬 | <0.1% | −29−25.4% | 減碼 | 歷史 |
| AVTAvnet Inc | COM | 670 | $2.79 萬 | <0.1% | −332−33.1% | 減碼 | 歷史 |
| AZTAAzenta, Inc. | COM | 483 | $2.81 萬 | <0.1% | +10+2.1% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 120 | $2.82 萬 | <0.1% | −737−86.0% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 88 | $2.82 萬 | <0.1% | −8−8.3% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 378 | $2.82 萬 | <0.1% | +173+84.4% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 581 | $2.84 萬 | <0.1% | +314+117.6% | 加碼 | 歷史 |
| LNCLincoln National Corp | COM | 930 | $2.86 萬 | <0.1% | −155−14.3% | 減碼 | 歷史 |
| DAYDayforce, Inc. | COM | 448 | $2.87 萬 | <0.1% | +90+25.1% | 加碼 | 歷史 |
| CABOCable One, Inc. | COM | 41 | $2.92 萬 | <0.1% | +2+5.1% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 399 | $2.93 萬 | <0.1% | +247+162.5% | 加碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 686 | $2.95 萬 | <0.1% | −19−2.7% | 減碼 | 歷史 |
| OGNOrganon & Co. | Stock | 1,057 | $2.95 萬 | <0.1% | −225−17.6% | 減碼 | 歷史 |
| COLDAmericold Realty Trust | COM | 1,047 | $2.96 萬 | <0.1% | −98−8.6% | 減碼 | 歷史 |
| WATWaters Corp | COM | 87 | $2.98 萬 | <0.1% | −29−25.0% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 460 | $2.98 萬 | <0.1% | −501−52.1% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 344 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AIZAssurant, Inc. | Stock | 241 | $3.01 萬 | <0.1% | +169+234.7% | 加碼 | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 1,324 | $3.03 萬 | <0.1% | 00.0% | 不變 | – |
| BENFranklin Templeton Inc | COM | 1,158 | $3.05 萬 | <0.1% | +45+4.0% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 218 | $3.06 萬 | <0.1% | −55−20.1% | 減碼 | 歷史 |
| EXELExelixis, Inc. | COM | 1,922 | $3.08 萬 | <0.1% | −214−10.0% | 減碼 | 歷史 |
| BDCBelden Inc. | COM | 430 | $3.09 萬 | <0.1% | +430 | 新進 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 5,320 | $3.11 萬 | <0.1% | +5,320 | 新進 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 748 | $3.11 萬 | <0.1% | +67+9.8% | 加碼 | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 831 | $3.13 萬 | <0.1% | +184+28.4% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 478 | $3.14 萬 | <0.1% | +14+3.0% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 575 | $3.14 萬 | <0.1% | −447−43.7% | 減碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 195 | $3.15 萬 | <0.1% | −58−22.9% | 減碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 644 | $3.19 萬 | <0.1% | +644 | 新進 | 歷史 |
| VVVValvoline Inc | COM | 998 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRICarters Inc | COM | 439 | $3.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 961 | $3.28 萬 | <0.1% | −11−1.1% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 663 | $3.28 萬 | <0.1% | −182−21.5% | 減碼 | 歷史 |
| FCNFti Consulting, Inc | COM | 209 | $3.32 萬 | <0.1% | −328−61.1% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 156 | $3.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 252 | $3.34 萬 | <0.1% | −5−1.9% | 減碼 | 歷史 |
| KTBKontoor Brands, Inc. | Stock | 841 | $3.36 萬 | <0.1% | +229+37.4% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 714 | $3.36 萬 | <0.1% | −46−6.1% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 641 | $3.37 萬 | <0.1% | 00.0% | 不變 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 644 | $3.39 萬 | <0.1% | −470−42.2% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 327 | $3.41 萬 | <0.1% | −107−24.7% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 2,069 | $3.49 萬 | <0.1% | +26+1.3% | 加碼 | – |
| NWSANews Corp | CL A | 1,923 | $3.50 萬 | <0.1% | +184+10.6% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 244 | $3.50 萬 | <0.1% | +3+1.2% | 加碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 337 | $3.52 萬 | <0.1% | +208+161.2% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 563 | $3.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PODDInsulet Corp | Stock | 121 | $3.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 1,092 | $3.59 萬 | <0.1% | −717−39.6% | 減碼 | 歷史 |
| TNETTrinet Group, Inc. | COM | 532 | $3.61 萬 | <0.1% | +7+1.3% | 加碼 | 歷史 |
| SFStifel Financial Corp | COM | 620 | $3.62 萬 | <0.1% | −50−7.5% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 360 | $3.62 萬 | <0.1% | −2,017−84.9% | 減碼 | 歷史 |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 3,962 | $3.63 萬 | <0.1% | +639+19.2% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 256 | $3.66 萬 | <0.1% | +24+10.3% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 161 | $3.68 萬 | <0.1% | +17+11.8% | 加碼 | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 541 | $3.68 萬 | <0.1% | +46+9.3% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（61 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIIPolaris Inc. | Stock | 6,423 | $61.4 萬 | <0.1% | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 7,467 | $20.7 萬 | <0.1% | – |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 4,197 | $9.65 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 846 | $8.74 萬 | <0.1% | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 1,957 | $5.85 萬 | <0.1% | – |
| LUMNLumen Technologies, Inc. | Stock | 7,097 | $5.17 萬 | <0.1% | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 1,241 | $4.06 萬 | <0.1% | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 912 | $3.80 萬 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 763 | $3.64 萬 | <0.1% | – |
| Barrick Gold Corp067901108 | COM | 2,139 | $3.32 萬 | <0.1% | – |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 4,020 | $3.04 萬 | <0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 734 | $2.95 萬 | <0.1% | 歷史 |
| KMPRKEMPER Corp | COM | 568 | $2.34 萬 | <0.1% | 歷史 |
| SMTCSemtech Corp | Stock | 747 | $2.20 萬 | <0.1% | 歷史 |
| KBHKB Home | COM | 514 | $1.33 萬 | <0.1% | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 169 | $1.28 萬 | <0.1% | 歷史 |
| KSSKOHLS Corp | Stock | 341 | $8,576 | <0.1% | 歷史 |
| RPDRapid7, Inc. | COM | 170 | $7,293 | <0.1% | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 1,921 | $7,069 | <0.1% | 歷史 |
| TRUTransUnion | COM | 106 | $6,306 | <0.1% | 歷史 |
| PKPark Hotels & Resorts Inc. | COM | 394 | $4,436 | <0.1% | 歷史 |
| AGCOAGCO Corp | COM | 46 | $4,424 | <0.1% | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 140 | $3,398 | <0.1% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 147 | $3,249 | <0.1% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 19 | $2,512 | <0.1% | 歷史 |
| AGOAssured Guaranty Ltd | COM | 48 | $2,326 | <0.1% | 歷史 |
| CATYCathay General Bancorp | COM | 53 | $2,038 | <0.1% | 歷史 |
| EGPEastgroup Properties Inc | COM | 14 | $2,021 | <0.1% | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 16 | $2,012 | <0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 29 | $1,947 | <0.1% | 歷史 |
| MKSIMKS Inc | COM | 23 | $1,901 | <0.1% | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 42 | $1,827 | <0.1% | 歷史 |
| LFUSLittelfuse Inc | COM | 9 | $1,788 | <0.1% | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 22 | $1,760 | <0.1% | 歷史 |
| ADCAgree Realty Corp | COM | 25 | $1,690 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 30 | $1,604 | <0.1% | 歷史 |
| ALEAllete Inc | COM NEW | 31 | $1,552 | <0.1% | 歷史 |
| IDAIdacorp Inc | COM | 15 | $1,485 | <0.1% | 歷史 |
| TKRTimken Co | COM | 25 | $1,476 | <0.1% | 歷史 |
| BFHBread Financial Holdings, Inc. | COM | 46 | $1,447 | <0.1% | 歷史 |
| CNMDCONMED Corp | COM | 18 | $1,443 | <0.1% | 歷史 |
| MSAMSA Safety Inc | COM | 13 | $1,421 | <0.1% | 歷史 |
| PZZAPapa Johns International Inc | Stock | 20 | $1,400 | <0.1% | 歷史 |
| HLNEHamilton Lane INC | CL A | 20 | $1,192 | <0.1% | 歷史 |
| NVTnVent Electric plc | SHS | 37 | $1,170 | <0.1% | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 41 | $885 | <0.1% | 歷史 |
| OPTUOptimum Communications, Inc. | CL A | 145 | $845 | <0.1% | 歷史 |
| NPOEnpro Inc. | COM | 9 | $765 | <0.1% | 歷史 |
| WASHWashington Trust Bancorp Inc | COM | 13 | $604 | <0.1% | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 6 | $595 | <0.1% | 歷史 |
| ENREnergizer Holdings, Inc. | COM | 22 | $553 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 2 | $540 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 17 | $468 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 102 | $436 | <0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 5 | $432 | <0.1% | 歷史 |
| MORNMorningstar, Inc. | COM | 2 | $425 | <0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 2 | $397 | <0.1% | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 8 | $300 | <0.1% | 歷史 |
| MLABMesa Laboratories Inc | COM | 2 | $282 | <0.1% | 歷史 |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 36 | $266 | <0.1% | 歷史 |
| GAPGap Inc | COM | 24 | $197 | <0.1% | 歷史 |