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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。

機構總覽
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%)
申報日
2024/8/16
SEC
TD Private Client Wealth LLC 在 2022 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
Vanguard Morningstar Large-Cap ETF922908637ETF212$3.69 萬<0.1%+6+2.9%加碼–
CECelanese CorpStock362$3.70 萬<0.1%−113−23.8%減碼歷史
APAAPA CorpStock793$3.70 萬<0.1%+54+7.3%加碼歷史
NTAPNetApp, Inc.Stock618$3.71 萬<0.1%+136+28.2%加碼歷史
iShares Inc46434G764MSCI EMRG CHN792$3.76 萬<0.1%00.0%不變–
OVVOvintiv Inc.COM742$3.76 萬<0.1%+46+6.6%加碼歷史
FPIFarmland Partners Inc.COM3,041$3.79 萬<0.1%+340+12.6%加碼歷史
LENLennar CorpCL A419$3.79 萬<0.1%−61−12.7%減碼歷史
EXRExtra Space Storage Inc.COM258$3.80 萬<0.1%−79−23.4%減碼歷史
CWENClearway Energy, Inc.CL C1,192$3.80 萬<0.1%+143+13.6%加碼歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF592$3.81 萬<0.1%00.0%不變–
FDSFactset Research Systems IncStock96$3.85 萬<0.1%+3+3.2%加碼歷史
EFCEllington Financial Inc.COM3,118$3.86 萬<0.1%+336+12.1%加碼歷史
HPEHewlett Packard Enterprise CoCOM2,472$3.95 萬<0.1%−478−16.2%減碼歷史
RPMRPM International IncCOM407$3.97 萬<0.1%−17−4.0%減碼歷史
FMCFMC CorpCOM NEW318$3.97 萬<0.1%−14−4.2%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK727$4.02 萬<0.1%−2−0.3%減碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF1,391$4.02 萬<0.1%−28−2.0%減碼–
MBIMbia IncCOM3,130$4.02 萬<0.1%−166−5.0%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM740$4.03 萬<0.1%00.0%不變–
Global X FDS37954Y475S&P 500 COVERED1,040$4.09 萬<0.1%+1,040新進–
CXTCrane NXT, Co.COM408$4.10 萬<0.1%−22−5.1%減碼歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF478$4.10 萬<0.1%00.0%不變–
CMAComerica IncCOM615$4.11 萬<0.1%−101−14.1%減碼歷史
IPInternational Paper CoCOM1,188$4.11 萬<0.1%+254+27.2%加碼歷史
SMPLSimply Good Foods CoCOM1,083$4.12 萬<0.1%+281+35.0%加碼歷史
STSensata Technologies Holding plcSHS1,021$4.12 萬<0.1%−20,819−95.3%減碼歷史
CNXCConcentrix CorpStock310$4.13 萬<0.1%−29−8.6%減碼歷史
MLIMueller Industries IncCOM703$4.15 萬<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM470$4.16 萬<0.1%−107−18.5%減碼歷史
GPKGraphic Packaging Holding CoCOM1,873$4.17 萬<0.1%00.0%不變歷史
MTBM&T Bank CorpCOM288$4.18 萬<0.1%−20−6.5%減碼歷史
PAYCPaycom Software, Inc.Stock135$4.19 萬<0.1%+9+7.1%加碼歷史
WHRWhirlpool CorpStock299$4.23 萬<0.1%+61+25.6%加碼歷史
GGenpact LTDSHS914$4.23 萬<0.1%+89+10.8%加碼歷史
NDAQNasdaq, Inc.COM693$4.25 萬<0.1%−23−3.2%減碼歷史
MTHMeritage Homes CORPCOM464$4.28 萬<0.1%−357−43.5%減碼歷史
VRSNVerisign IncCOM211$4.33 萬<0.1%+12+6.0%加碼歷史
FHIFederated Hermes, Inc.CL B1,203$4.37 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF792$4.39 萬<0.1%+13+1.7%加碼–
NBISNebius Group N.V.Stock1,751$4.40 萬<0.1%−18−1.0%減碼歷史
TDGTransDigm Group INCCOM70$4.41 萬<0.1%−4−5.4%減碼歷史
SLViShares Silver TrustETF2,012$4.43 萬<0.1%+819+68.7%加碼歷史
UNFUnifirst CorpCOM231$4.46 萬<0.1%+4+1.8%加碼歷史
NWGNatWest Group plcSPONS ADR6,913$4.47 萬<0.1%+3,088+80.7%加碼歷史
FIXComfort Systems USA IncCOM389$4.48 萬<0.1%−69−15.1%減碼歷史
KIMKimco Realty CorpCOM2,114$4.48 萬<0.1%−271−11.4%減碼歷史
iShares Select U.S. REIT ETF464287564ETF822$4.51 萬<0.1%+36+4.6%加碼–
Bank of Amer Corp0605056827.25%CNV PFD L39$4.52 萬<0.1%+4+11.4%加碼–
CHRWC. H. Robinson Worldwide, Inc.COM NEW497$4.55 萬<0.1%+31+6.7%加碼歷史
ANAutonation, Inc.COM437$4.69 萬<0.1%−19−4.2%減碼歷史
JLLJones Lang Lasalle IncCOM295$4.70 萬<0.1%−13−4.2%減碼歷史
SFMSprouts Farmers Market, Inc.COM1,455$4.71 萬<0.1%−276−15.9%減碼歷史
DGXQuest Diagnostics IncCOM302$4.72 萬<0.1%+27+9.8%加碼歷史
USOICredit Suisse AGXLINK CRD ETN37570$4.75 萬<0.1%+190+50.0%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR2,349$4.84 萬<0.1%−1,872−44.3%減碼歷史
EXPDExpeditors International of Washington IncCOM468$4.86 萬<0.1%−142−23.3%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW1,571$4.90 萬<0.1%+1,455+1,254.3%加碼歷史
BWABorgwarner IncCOM1,226$4.93 萬<0.1%+240+24.3%加碼歷史
PRIPrimerica, Inc.Stock349$4.95 萬<0.1%−39−10.1%減碼歷史
CMCCommercial Metals CoStock1,025$4.95 萬<0.1%00.0%不變歷史
MOSMosaic CoCOM1,135$4.98 萬<0.1%−108−8.7%減碼歷史
ZIONZions Bancorporation, National AssociationCOM1,023$5.03 萬<0.1%−266−20.6%減碼歷史
SONSonoco Products CoCOM831$5.04 萬<0.1%00.0%不變歷史
DTEDte Energy CoCOM431$5.07 萬<0.1%−183−29.8%減碼歷史
NEUNewmarket CorpCOM163$5.07 萬<0.1%+1+0.6%加碼歷史
JBHTHunt J B Transport Services IncCOM292$5.09 萬<0.1%−17−5.5%減碼歷史
HOLXHologic IncCOM683$5.11 萬<0.1%+167+32.4%加碼歷史
GRMNGarmin LtdSHS558$5.15 萬<0.1%+188+50.8%加碼歷史
AITApplied Industrial Technologies IncCOM409$5.15 萬<0.1%−30−6.8%減碼歷史
CADECadence BancorporationEQUITY US CM2,110$5.20 萬<0.1%+342+19.3%加碼歷史
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT2,591$5.21 萬<0.1%+2,591新進–
OHIOmega Healthcare Investors IncCOM1,881$5.26 萬<0.1%+1,881新進歷史
FBINFortune Brands Innovations, Inc.COM922$5.27 萬<0.1%+10+1.1%加碼歷史
BKRBaker Hughes CoCL A1,789$5.28 萬<0.1%−676−27.4%減碼歷史
GGGGraco IncCOM789$5.31 萬<0.1%−448−36.2%減碼歷史
BNYBank of New York Mellon CorpStock1,166$5.31 萬<0.1%−461−28.3%減碼歷史
NRGNRG Energy, Inc.Stock1,671$5.32 萬<0.1%−100−5.6%減碼歷史
FASTFastenal CoStock1,124$5.32 萬<0.1%−133−10.6%減碼歷史
WYWeyerhaeuser CoCOM NEW1,717$5.32 萬<0.1%−308−15.2%減碼歷史
PNWPinnacle West Capital CorpCOM703$5.35 萬<0.1%−53−7.0%減碼歷史
PRGSProgress Software CorpCOM1,066$5.38 萬<0.1%−84−7.3%減碼歷史
XPXP Inc.CL A3,508$5.38 萬<0.1%−1,625−31.7%減碼歷史
QGENQiagen N.V.SHS NEW1,082$5.43 萬<0.1%+476+78.5%加碼歷史
REYNReynolds Consumer Products Inc.COM1,814$5.44 萬<0.1%00.0%不變歷史
AWIArmstrong World Industries IncCOM798$5.47 萬<0.1%−49−5.8%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM194$5.51 萬<0.1%−43−18.1%減碼歷史
HPQHP IncStock2,060$5.54 萬<0.1%−215−9.5%減碼歷史
CRUSCirrus Logic, Inc.Stock745$5.55 萬<0.1%+12+1.6%加碼歷史
ULTAUlta Beauty, Inc.Stock119$5.58 萬<0.1%+6+5.3%加碼歷史
LPXLouisiana-Pacific CorpCOM946$5.60 萬<0.1%−43−4.3%減碼歷史
EEni SpASPONSORED ADR1,961$5.62 萬<0.1%+189+10.7%加碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN802$5.62 萬<0.1%+93+13.1%加碼歷史
CBSHCommerce Bancshares IncStock830$5.65 萬<0.1%−207−20.0%減碼歷史
CSGSCSG Systems International IncCOM1,005$5.75 萬<0.1%−92−8.4%減碼歷史
SLABSilicon Laboratories Inc.Stock426$5.78 萬<0.1%+131+44.4%加碼歷史
MARMarriott International IncStock392$5.84 萬<0.1%+84+27.3%加碼歷史
UDRUDR, Inc.COM1,509$5.84 萬<0.1%−228−13.1%減碼歷史
IVZInvesco Ltd.Stock3,254$5.85 萬<0.1%+39+1.2%加碼歷史
GISGeneral Mills IncStock703$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。

TD Private Client Wealth LLC 在 2022 年第 3 季之後清倉的部位
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.Stock6,423$61.4 萬<0.1%歷史
New York Life Investments Et45409B107HEDGE MULTI STRA7,467$20.7 萬<0.1%–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD4,197$9.65 萬<0.1%歷史
WOLFWolfspeed, Inc.Stock846$8.74 萬<0.1%歷史
iShares Tr46434V803HDG MSCI EAFE1,957$5.85 萬<0.1%–
LUMNLumen Technologies, Inc.Stock7,097$5.17 萬<0.1%歷史
BEPCBrookfield Renewable CorpCL A SUB VTG1,241$4.06 萬<0.1%歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF912$3.80 萬<0.1%–
Vanguard Total International Bond ETF92203J407ETF763$3.64 萬<0.1%–
Barrick Gold Corp067901108COM2,139$3.32 萬<0.1%–
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM4,020$3.04 萬<0.1%歷史
SLGSL Green Realty CorpCOM734$2.95 萬<0.1%歷史
KMPRKEMPER CorpCOM568$2.34 萬<0.1%歷史
SMTCSemtech CorpStock747$2.20 萬<0.1%歷史
KBHKB HomeCOM514$1.33 萬<0.1%歷史
NTESNetEase, Inc.SPONSORED ADS169$1.28 萬<0.1%歷史
KSSKOHLS CorpStock341$8,576<0.1%歷史
RPDRapid7, Inc.COM170$7,293<0.1%歷史
BBDBank BradescoSP ADR PFD NEW1,921$7,069<0.1%歷史
TRUTransUnionCOM106$6,306<0.1%歷史
PKPark Hotels & Resorts Inc.COM394$4,436<0.1%歷史
AGCOAGCO CorpCOM46$4,424<0.1%歷史
GBXGreenbrier Companies IncStock140$3,398<0.1%歷史
SEMSelect Medical Holdings CorpCOM147$3,249<0.1%歷史
CFRCullen/Frost Bankers, Inc.COM19$2,512<0.1%歷史
AGOAssured Guaranty LtdCOM48$2,326<0.1%歷史
CATYCathay General BancorpCOM53$2,038<0.1%歷史
EGPEastgroup Properties IncCOM14$2,021<0.1%歷史
LECOLincoln Electric Holdings IncCOM16$2,012<0.1%歷史
EWBCEast West Bancorp IncCOM29$1,947<0.1%歷史
MKSIMKS IncCOM23$1,901<0.1%歷史
GOLFAcushnet Holdings Corp.COM42$1,827<0.1%歷史
LFUSLittelfuse IncCOM9$1,788<0.1%歷史
SFBSServisFirst Bancshares, Inc.COM22$1,760<0.1%歷史
ADCAgree Realty CorpCOM25$1,690<0.1%歷史
DOCUDocuSign, Inc.Stock30$1,604<0.1%歷史
ALEAllete IncCOM NEW31$1,552<0.1%歷史
IDAIdacorp IncCOM15$1,485<0.1%歷史
TKRTimken CoCOM25$1,476<0.1%歷史
BFHBread Financial Holdings, Inc.COM46$1,447<0.1%歷史
CNMDCONMED CorpCOM18$1,443<0.1%歷史
MSAMSA Safety IncCOM13$1,421<0.1%歷史
PZZAPapa Johns International IncStock20$1,400<0.1%歷史
HLNEHamilton Lane INCCL A20$1,192<0.1%歷史
NVTnVent Electric plcSHS37$1,170<0.1%歷史
HMCHonda Motor Co LtdADR ECH CNV IN 341$885<0.1%歷史
OPTUOptimum Communications, Inc.CL A145$845<0.1%歷史
NPOEnpro Inc.COM9$765<0.1%歷史
WASHWashington Trust Bancorp IncCOM13$604<0.1%歷史
AGMFederal Agricultural Mortgage CorpCL C6$595<0.1%歷史
ENREnergizer Holdings, Inc.COM22$553<0.1%歷史
HUBSHubSpot IncCOM2$540<0.1%歷史
PENNPENN Entertainment, Inc.COM17$468<0.1%歷史
NOKNokia CorpSPONSORED ADR102$436<0.1%歷史
SPOTSpotify Technology S.A.Stock5$432<0.1%歷史
MORNMorningstar, Inc.COM2$425<0.1%歷史
MDBMongoDB, Inc.CL A2$397<0.1%歷史
WLYJohn Wiley & Sons, Inc.CL A8$300<0.1%歷史
MLABMesa Laboratories IncCOM2$282<0.1%歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT36$266<0.1%歷史
GAPGap IncCOM24$197<0.1%歷史