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Livermore
Livermore
中文EN

TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2023 年第 1 季持倉

持倉截至 2023/3/31，2024/8/16 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
1,238
較 2022 年第 4 季 +30
總值
$22.3 億
較 2022 年第 4 季 +$1.12 億 (+5.3%)
申報日
2024/8/16
SEC
TD Private Client Wealth LLC 在 2023 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
FTITechnipFMC plcCOM201$2,744<0.1%+201新進歷史
WWayfair Inc.CL A83$2,850<0.1%+5+6.4%加碼歷史
JAZZJazz Pharmaceuticals plcSHS USD21$3,073<0.1%00.0%不變歷史
iShares Tr464288273EAFE SML CP ETF53$3,154<0.1%−413−88.6%減碼–
CNACna Financial CorpCOM81$3,161<0.1%+81新進歷史
COTYCoty Inc.COM CL A267$3,220<0.1%+37+16.1%加碼歷史
CHWYChewy, Inc.CL A88$3,289<0.1%−48−35.3%減碼歷史
BLBlackline, Inc.COM49$3,290<0.1%00.0%不變歷史
SITCSITE Centers Corp.COM268$3,291<0.1%−347−56.4%減碼歷史
NVSTEnvista Holdings CorpCOM81$3,311<0.1%−4,890−98.4%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR202$3,329<0.1%−934−82.2%減碼歷史
AGNTAGNT, Inc.COM263$3,337<0.1%−76−22.4%減碼歷史
ENSGEnsign Group, IncCOM35$3,344<0.1%00.0%不變歷史
INGING Groep NVSPONSORED ADR282$3,347<0.1%+94+50.0%加碼歷史
WDCWestern Digital CorpCOM90$3,390<0.1%+51+130.8%加碼歷史
ORIOld Republic International CorpCOM140$3,496<0.1%00.0%不變歷史
MATMattel IncCOM201$3,700<0.1%00.0%不變歷史
PSOPearson PLCSPONSORED ADR358$3,741<0.1%−1,734−82.9%減碼歷史
CBOECboe Global Markets, Inc.COM28$3,759<0.1%+25+833.3%加碼歷史
DOCSDoximity, Inc.CL A119$3,853<0.1%+65+120.4%加碼歷史
EDITEditas Medicine, Inc.COM538$3,901<0.1%00.0%不變歷史
LYGLloyds Banking Group plcSPONSORED ADR1,718$3,986<0.1%+1,241+260.2%加碼歷史
HELEHelen of Troy LtdStock44$4,187<0.1%00.0%不變歷史
RXORXO, Inc.COMMON STOCK214$4,203<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM58$4,303<0.1%−6−9.4%減碼歷史
NTGTortoise Midstream Energy Fund, Inc.COM130$4,330<0.1%00.0%不變歷史
PTCPTC Inc.Stock34$4,360<0.1%00.0%不變歷史
GTMZoomInfo Technologies Inc.Stock183$4,522<0.1%00.0%不變歷史
Townebank Portsmouth Va89214P109COM170$4,531<0.1%00.0%不變–
PFSProvident Financial Services IncCOM240$4,603<0.1%+240新進歷史
TWSTTwist Bioscience CorpCOM306$4,614<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock68$4,615<0.1%+11+19.3%加碼歷史
RRCRange Resources CorpCOM184$4,870<0.1%00.0%不變歷史
CCChemours CoStock170$5,090<0.1%00.0%不變歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,060$5,162<0.1%+1,060新進歷史
EBFEnnis, Inc.COM251$5,294<0.1%00.0%不變歷史
WKWorkiva IncCOM CL A52$5,325<0.1%00.0%不變歷史
iShares Core MSCI Total International Stock ETF46432F834ETF86$5,328<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER108$5,385<0.1%00.0%不變–
ATHMAutohome Inc.SP ADS RP CL A161$5,389<0.1%00.0%不變歷史
LOPEGrand Canyon Education, Inc.COM48$5,467<0.1%−14−22.6%減碼歷史
JNPRJuniper Networks IncCOM160$5,507<0.1%00.0%不變歷史
LEN.BLennar CorpCL B62$5,537<0.1%00.0%不變歷史
NWSNews CorpCL B318$5,543<0.1%00.0%不變歷史
VMRKVivmark ResidentialSH BEN INT93$5,580<0.1%+17+22.4%加碼歷史
RLIRli CorpCOM44$5,848<0.1%00.0%不變歷史
BKHBlack Hills CorpCOM93$5,868<0.1%+93新進歷史
REXRRexford Industrial Realty, Inc.COM99$5,905<0.1%00.0%不變歷史
EMBCEmbecta Corp.Stock211$5,933<0.1%−16−7.0%減碼歷史
PCRXPacira BioSciences, Inc.COM151$6,162<0.1%+151新進歷史
PRDOPerdoceo Education CorpCOM460$6,178<0.1%00.0%不變歷史
RRXRegal Rexnord CorpCOM44$6,192<0.1%−72−62.1%減碼歷史
NBIXNeurocrine Biosciences IncStock63$6,377<0.1%00.0%不變歷史
WALWestern Alliance BancorporationCOM181$6,433<0.1%−12,581−98.6%減碼歷史
MELIMercadolibre IncCOM5$6,590<0.1%00.0%不變歷史
AXSAxis Capital Holdings LtdSHS124$6,760<0.1%+124新進歷史
DDOGDatadog, Inc.CL A COM94$6,830<0.1%−305−76.4%減碼歷史
KDKyndryl Holdings, Inc.Stock472$6,967<0.1%00.0%不變歷史
CCKCrown Holdings, Inc.COM85$7,030<0.1%+17+25.0%加碼歷史
HRLHormel Foods CorpCOM178$7,099<0.1%−2−1.1%減碼歷史
GLOBGlobant S.A.COM44$7,216<0.1%00.0%不變歷史
SAMBoston Beer Co IncCL A22$7,231<0.1%−1,580−98.6%減碼歷史
PRLBProto Labs IncCOM219$7,260<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock470$7,276<0.1%−13−2.7%減碼歷史
MANHManhattan Associates IncStock47$7,278<0.1%−15−24.2%減碼歷史
JBLUJetBlue Airways CorpCOM1,000$7,280<0.1%00.0%不變歷史
IDAIdacorp IncCOM68$7,366<0.1%+68新進歷史
RBCRBC Bearings INCCOM32$7,447<0.1%00.0%不變歷史
HEI.AHeico CorpCL A55$7,475<0.1%−140−71.8%減碼歷史
INDBIndependent Bank CorpCOM115$7,546<0.1%00.0%不變歷史
LUMNLumen Technologies, Inc.Stock2,868$7,600<0.1%+2,868新進歷史
LBRTLiberty Energy Inc.COM CL A596$7,635<0.1%+596新進歷史
TSTenaris SASPONSORED ADS269$7,645<0.1%−486−64.4%減碼歷史
PORPortland General Electric CoCOM NEW157$7,676<0.1%00.0%不變歷史
BMRNBiomarin Pharmaceutical IncCOM80$7,779<0.1%+14+21.2%加碼歷史
BBWIBath & Body Works, Inc.COM213$7,792<0.1%−2−0.9%減碼歷史
EPRTEssential Properties Realty Trust, Inc.COM316$7,853<0.1%+316新進歷史
PRIMPrimoris Services CorpStock319$7,867<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX113$8,145<0.1%+14+14.1%加碼–
LADRLadder Capital CorpCL A869$8,212<0.1%+406+87.7%加碼歷史
EHCEncompass Health CorpCOM152$8,223<0.1%−38−20.0%減碼歷史
INVAInnoviva, Inc.COM752$8,460<0.1%00.0%不變歷史
JEFJefferies Financial Group Inc.COM272$8,633<0.1%00.0%不變歷史
EXPEagle Materials IncCOM59$8,658<0.1%−15−20.3%減碼歷史
AZZAzz IncCOM210$8,660<0.1%00.0%不變歷史
OLPXOlaplex Holdings, Inc.COM2,028$8,660<0.1%+142+7.5%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF364$8,925<0.1%00.0%不變–
CPRICapri Holdings LtdSHS191$8,977<0.1%−17−8.2%減碼歷史
VRNTVerint Systems IncCOM245$9,124<0.1%00.0%不變歷史
BCBrunswick CorpCOM112$9,184<0.1%00.0%不變歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS6,907$9,186<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM356$9,220<0.1%00.0%不變歷史
ABRArbor Realty Trust IncCOM807$9,272<0.1%00.0%不變歷史
STAAStaar Surgical CoCOM PAR $0.01145$9,273<0.1%+63+76.8%加碼歷史
DASHDoorDash, Inc.Stock146$9,280<0.1%00.0%不變歷史
ITGRInteger Holdings CorpCOM120$9,300<0.1%−31−20.5%減碼歷史
ABNBAirbnb, Inc.Stock75$9,330<0.1%−6−7.4%減碼歷史
CCOICogent Communications Holdings, Inc.COM NEW149$9,494<0.1%+149新進歷史
AMHAmerican Homes 4 RentCL A303$9,529<0.1%00.0%不變歷史
TYLTyler Technologies IncCOM27$9,575<0.1%−34−55.7%減碼歷史

2022 年第 4 季之後清倉（36 檔）

2022 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 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
iShares Tr464287739U.S. REAL ES ETF23,436$197.3 萬0.1%–
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY16,346$77.8 萬<0.1%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD32,884$48.6 萬<0.1%–
iShares Tr464288257MSCI ACWI ETF3,416$29.0 萬<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF3,018$12.3 萬<0.1%–
Invesco Exchange Traded FD T46137V399S&P500 BUY WRT2,591$5.21 萬<0.1%–
USOICredit Suisse AGXLINK CRD ETN37570$4.75 萬<0.1%歷史
VVVValvoline IncCOM998$3.26 萬<0.1%歷史
FFWMFirst Foundation Inc.COM1,827$2.62 萬<0.1%歷史
First Tr High Income L/S FD33738E109COM2,000$2.29 萬<0.1%–
Global X FDS37950E101FTSE NORDIC REG775$1.99 萬<0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF374$1.93 萬<0.1%–
FGF&G Annuities & Life, Inc.COMMON STOCK775$1.55 萬<0.1%歷史
WINGWingstop Inc.COM110$1.51 萬<0.1%歷史
CORTCorcept Therapeutics IncCOM595$1.21 萬<0.1%歷史
APAMArtisan Partners Asset Management Inc.CL A387$1.15 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF51$1.13 萬<0.1%–
HASIHA Sustainable Infrastructure Capital, Inc.COM357$1.03 萬<0.1%歷史
HZOMarinemax IncCOM256$7,992<0.1%歷史
XHRXenia Hotels & Resorts, Inc.COM587$7,737<0.1%歷史
OPIOffice Properties Income TrustCOM SHS BEN INT507$6,768<0.1%歷史
CCSIConsensus Cloud Solutions, Inc.COM123$6,612<0.1%歷史
MACMacerich CoCOM478$5,382<0.1%歷史
FISIFinancial Institutions IncCOM139$3,386<0.1%歷史
APPAppLovin CorpCOM CL A96$1,011<0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM10$820<0.1%歷史
DEIDouglas Emmett IncCOM40$627<0.1%歷史
CLVTClarivate PLCORD SHS67$559<0.1%歷史
HPPHudson Pacific Properties, Inc.COM39$379<0.1%歷史
UUnity Software Inc.COM13$372<0.1%歷史
ROKURoku, IncCOM CL A9$366<0.1%歷史
ESTCElastic N.V.ORD SHS7$361<0.1%歷史
RBLXRoblox CorpStock10$285<0.1%歷史
PLUGPlug Power IncStock22$272<0.1%歷史
COINCoinbase Global, Inc.COM CL A6$212<0.1%歷史
OPENOpendoor Technologies Inc.COM164$190<0.1%歷史