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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 212 | $3.69 萬 | <0.1% | +6+2.9% | 加碼 | – |
| CECelanese Corp | Stock | 362 | $3.70 萬 | <0.1% | −113−23.8% | 減碼 | 歷史 |
| APAAPA Corp | Stock | 793 | $3.70 萬 | <0.1% | +54+7.3% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 618 | $3.71 萬 | <0.1% | +136+28.2% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 792 | $3.76 萬 | <0.1% | 00.0% | 不變 | – |
| OVVOvintiv Inc. | COM | 742 | $3.76 萬 | <0.1% | +46+6.6% | 加碼 | 歷史 |
| FPIFarmland Partners Inc. | COM | 3,041 | $3.79 萬 | <0.1% | +340+12.6% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 419 | $3.79 萬 | <0.1% | −61−12.7% | 減碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 258 | $3.80 萬 | <0.1% | −79−23.4% | 減碼 | 歷史 |
| CWENClearway Energy, Inc. | CL C | 1,192 | $3.80 萬 | <0.1% | +143+13.6% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 592 | $3.81 萬 | <0.1% | 00.0% | 不變 | – |
| FDSFactset Research Systems Inc | Stock | 96 | $3.85 萬 | <0.1% | +3+3.2% | 加碼 | 歷史 |
| EFCEllington Financial Inc. | COM | 3,118 | $3.86 萬 | <0.1% | +336+12.1% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 2,472 | $3.95 萬 | <0.1% | −478−16.2% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 407 | $3.97 萬 | <0.1% | −17−4.0% | 減碼 | 歷史 |
| FMCFMC Corp | COM NEW | 318 | $3.97 萬 | <0.1% | −14−4.2% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 727 | $4.02 萬 | <0.1% | −2−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 1,391 | $4.02 萬 | <0.1% | −28−2.0% | 減碼 | – |
| MBIMbia Inc | COM | 3,130 | $4.02 萬 | <0.1% | −166−5.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 740 | $4.03 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 1,040 | $4.09 萬 | <0.1% | +1,040 | 新進 | – |
| CXTCrane NXT, Co. | COM | 408 | $4.10 萬 | <0.1% | −22−5.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 478 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| CMAComerica Inc | COM | 615 | $4.11 萬 | <0.1% | −101−14.1% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 1,188 | $4.11 萬 | <0.1% | +254+27.2% | 加碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 1,083 | $4.12 萬 | <0.1% | +281+35.0% | 加碼 | 歷史 |
| STSensata Technologies Holding plc | SHS | 1,021 | $4.12 萬 | <0.1% | −20,819−95.3% | 減碼 | 歷史 |
| CNXCConcentrix Corp | Stock | 310 | $4.13 萬 | <0.1% | −29−8.6% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 703 | $4.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRSNorthern Trust Corp | COM | 470 | $4.16 萬 | <0.1% | −107−18.5% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 1,873 | $4.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 288 | $4.18 萬 | <0.1% | −20−6.5% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 135 | $4.19 萬 | <0.1% | +9+7.1% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 299 | $4.23 萬 | <0.1% | +61+25.6% | 加碼 | 歷史 |
| GGenpact LTD | SHS | 914 | $4.23 萬 | <0.1% | +89+10.8% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 693 | $4.25 萬 | <0.1% | −23−3.2% | 減碼 | 歷史 |
| MTHMeritage Homes CORP | COM | 464 | $4.28 萬 | <0.1% | −357−43.5% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 211 | $4.33 萬 | <0.1% | +12+6.0% | 加碼 | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 1,203 | $4.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 792 | $4.39 萬 | <0.1% | +13+1.7% | 加碼 | – |
| NBISNebius Group N.V. | Stock | 1,751 | $4.40 萬 | <0.1% | −18−1.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 70 | $4.41 萬 | <0.1% | −4−5.4% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 2,012 | $4.43 萬 | <0.1% | +819+68.7% | 加碼 | 歷史 |
| UNFUnifirst Corp | COM | 231 | $4.46 萬 | <0.1% | +4+1.8% | 加碼 | 歷史 |
| NWGNatWest Group plc | SPONS ADR | 6,913 | $4.47 萬 | <0.1% | +3,088+80.7% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 389 | $4.48 萬 | <0.1% | −69−15.1% | 減碼 | 歷史 |
| KIMKimco Realty Corp | COM | 2,114 | $4.48 萬 | <0.1% | −271−11.4% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 822 | $4.51 萬 | <0.1% | +36+4.6% | 加碼 | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 39 | $4.52 萬 | <0.1% | +4+11.4% | 加碼 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 497 | $4.55 萬 | <0.1% | +31+6.7% | 加碼 | 歷史 |
| ANAutonation, Inc. | COM | 437 | $4.69 萬 | <0.1% | −19−4.2% | 減碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 295 | $4.70 萬 | <0.1% | −13−4.2% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,455 | $4.71 萬 | <0.1% | −276−15.9% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 302 | $4.72 萬 | <0.1% | +27+9.8% | 加碼 | 歷史 |
| USOICredit Suisse AG | XLINK CRD ETN37 | 570 | $4.75 萬 | <0.1% | +190+50.0% | 加碼 | 歷史 |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 2,349 | $4.84 萬 | <0.1% | −1,872−44.3% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 468 | $4.86 萬 | <0.1% | −142−23.3% | 減碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 1,571 | $4.90 萬 | <0.1% | +1,455+1,254.3% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,226 | $4.93 萬 | <0.1% | +240+24.3% | 加碼 | 歷史 |
| PRIPrimerica, Inc. | Stock | 349 | $4.95 萬 | <0.1% | −39−10.1% | 減碼 | 歷史 |
| CMCCommercial Metals Co | Stock | 1,025 | $4.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 1,135 | $4.98 萬 | <0.1% | −108−8.7% | 減碼 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 1,023 | $5.03 萬 | <0.1% | −266−20.6% | 減碼 | 歷史 |
| SONSonoco Products Co | COM | 831 | $5.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 431 | $5.07 萬 | <0.1% | −183−29.8% | 減碼 | 歷史 |
| NEUNewmarket Corp | COM | 163 | $5.07 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 292 | $5.09 萬 | <0.1% | −17−5.5% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 683 | $5.11 萬 | <0.1% | +167+32.4% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 558 | $5.15 萬 | <0.1% | +188+50.8% | 加碼 | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 409 | $5.15 萬 | <0.1% | −30−6.8% | 減碼 | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 2,110 | $5.20 萬 | <0.1% | +342+19.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V399 | S&P500 BUY WRT | 2,591 | $5.21 萬 | <0.1% | +2,591 | 新進 | – |
| OHIOmega Healthcare Investors Inc | COM | 1,881 | $5.26 萬 | <0.1% | +1,881 | 新進 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 922 | $5.27 萬 | <0.1% | +10+1.1% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 1,789 | $5.28 萬 | <0.1% | −676−27.4% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 789 | $5.31 萬 | <0.1% | −448−36.2% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 1,166 | $5.31 萬 | <0.1% | −461−28.3% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,671 | $5.32 萬 | <0.1% | −100−5.6% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 1,124 | $5.32 萬 | <0.1% | −133−10.6% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 1,717 | $5.32 萬 | <0.1% | −308−15.2% | 減碼 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 703 | $5.35 萬 | <0.1% | −53−7.0% | 減碼 | 歷史 |
| PRGSProgress Software Corp | COM | 1,066 | $5.38 萬 | <0.1% | −84−7.3% | 減碼 | 歷史 |
| XPXP Inc. | CL A | 3,508 | $5.38 萬 | <0.1% | −1,625−31.7% | 減碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 1,082 | $5.43 萬 | <0.1% | +476+78.5% | 加碼 | 歷史 |
| REYNReynolds Consumer Products Inc. | COM | 1,814 | $5.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AWIArmstrong World Industries Inc | COM | 798 | $5.47 萬 | <0.1% | −49−5.8% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 194 | $5.51 萬 | <0.1% | −43−18.1% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 2,060 | $5.54 萬 | <0.1% | −215−9.5% | 減碼 | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 745 | $5.55 萬 | <0.1% | +12+1.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 119 | $5.58 萬 | <0.1% | +6+5.3% | 加碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 946 | $5.60 萬 | <0.1% | −43−4.3% | 減碼 | 歷史 |
| EEni SpA | SPONSORED ADR | 1,961 | $5.62 萬 | <0.1% | +189+10.7% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 802 | $5.62 萬 | <0.1% | +93+13.1% | 加碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 830 | $5.65 萬 | <0.1% | −207−20.0% | 減碼 | 歷史 |
| CSGSCSG Systems International Inc | COM | 1,005 | $5.75 萬 | <0.1% | −92−8.4% | 減碼 | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 426 | $5.78 萬 | <0.1% | +131+44.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 392 | $5.84 萬 | <0.1% | +84+27.3% | 加碼 | 歷史 |
| UDRUDR, Inc. | COM | 1,509 | $5.84 萬 | <0.1% | −228−13.1% | 減碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 3,254 | $5.85 萬 | <0.1% | +39+1.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 703 | $5.89 萬 | <0.1% | −986−58.4% | 減碼 | 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 |