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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
DPZDominos Pizza IncCOM65$2.14 萬<0.1%+3+4.8%加碼歷史
TRMBTrimble Inc.COM410$2.15 萬<0.1%−110−21.2%減碼歷史
EXRExtra Space Storage Inc.COM132$2.15 萬<0.1%−126−48.8%減碼歷史
CINFCincinnati Financial CorpCOM192$2.15 萬<0.1%+46+31.5%加碼歷史
AZTAAzenta, Inc.COM483$2.16 萬<0.1%00.0%不變歷史
iShares Tr464288836U.S. PHARMA ETF123$2.16 萬<0.1%+123新進–
DJTWWTrump Media & Technology Group Corp.*W EXP 03/25/2026,735$2.17 萬<0.1%+6,735新進歷史
OGNOrganon & Co.Stock928$2.18 萬<0.1%−129−12.2%減碼歷史
FFBCFirst Financial BancorpCOM1,003$2.18 萬<0.1%+1,003新進歷史
IFFInternational Flavors & Fragrances IncCOM239$2.20 萬<0.1%+80+50.3%加碼歷史
OVVOvintiv Inc.COM612$2.21 萬<0.1%−130−17.5%減碼歷史
BABAAlibaba Group Holding LtdADR217$2.22 萬<0.1%−11−4.8%減碼歷史
INFYInfosys LtdSPONSORED ADR1,277$2.23 萬<0.1%+1,277新進歷史
Occidental Pete Corp WT Exp 080327674599162Stock552$2.26 萬<0.1%00.0%不變–
INCYIncyte CorpCOM314$2.27 萬<0.1%+73+30.3%加碼歷史
RMBSRambus IncCOM444$2.28 萬<0.1%00.0%不變歷史
SIRISirius XM Holdings Inc.COM5,742$2.28 萬<0.1%+422+7.9%加碼歷史
AMPHAmphastar Pharmaceuticals, Inc.COM608$2.28 萬<0.1%+119+24.3%加碼歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF887$2.29 萬<0.1%00.0%不變–
MIDDMIDDLEBY CorpCOM157$2.30 萬<0.1%00.0%不變歷史
ALTRAltair Engineering Inc.COM CL A322$2.32 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock149$2.34 萬<0.1%+59+65.6%加碼歷史
FPIFarmland Partners Inc.COM2,193$2.35 萬<0.1%−848−27.9%減碼歷史
CMAComerica IncCOM541$2.35 萬<0.1%−74−12.0%減碼歷史
OTTROtter Tail CorpCOM326$2.36 萬<0.1%+141+76.2%加碼歷史
Vanguard Total International Bond ETF92203J407ETF482$2.36 萬<0.1%+482新進–
PDMPiedmont Realty Trust, Inc.COM CL A3,250$2.37 萬<0.1%−712−18.0%減碼歷史
LRNStride, Inc.COM606$2.38 萬<0.1%+28+4.8%加碼歷史
HRHealthcare Realty Trust IncCL A COM1,233$2.38 萬<0.1%+158+14.7%加碼歷史
LKFNLakeland Financial CorpCOM382$2.39 萬<0.1%+230+151.3%加碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS1,779$2.39 萬<0.1%+137+8.3%加碼歷史
PLTRPalantir Technologies Inc.Stock2,870$2.43 萬<0.1%+297+11.5%加碼歷史
VIRTVirtu Financial, Inc.CL A1,285$2.43 萬<0.1%−3,667−74.1%減碼歷史
PNRPENTAIR plcSHS442$2.44 萬<0.1%−1−0.2%減碼歷史
INGRIngredion IncCOM248$2.52 萬<0.1%00.0%不變歷史
DCIDonaldson Co IncStock387$2.53 萬<0.1%−44−10.2%減碼歷史
ESSEssex Property Trust, Inc.COM122$2.55 萬<0.1%+6+5.2%加碼歷史
CBRLCracker Barrel Old Country Store, IncCOM225$2.56 萬<0.1%00.0%不變歷史
WATWaters CorpCOM83$2.57 萬<0.1%−4−4.6%減碼歷史
DARDarling Ingredients Inc.COM442$2.58 萬<0.1%−121−21.5%減碼歷史
KKRKKR & Co. Inc.COM492$2.58 萬<0.1%−22,729−97.9%減碼歷史
LLoews CorpCOM446$2.59 萬<0.1%00.0%不變歷史
CWENClearway Energy, Inc.CL C833$2.61 萬<0.1%−359−30.1%減碼歷史
AUBAtlantic Union Bankshares CorpCOM746$2.61 萬<0.1%+482+182.6%加碼歷史
GXOGXO Logistics, Inc.Stock519$2.62 萬<0.1%−87−14.4%減碼歷史
VTRSViatris IncStock2,725$2.62 萬<0.1%+1,123+70.1%加碼歷史
EFCEllington Financial Inc.COM2,168$2.65 萬<0.1%−950−30.5%減碼歷史
CVSACovista Inc.COM694$2.68 萬<0.1%+159+29.7%加碼歷史
CNNECannae Holdings, Inc.COM1,330$2.68 萬<0.1%−15−1.1%減碼歷史
AIZAssurant, Inc.Stock226$2.71 萬<0.1%−15−6.2%減碼歷史
IRIngersoll Rand Inc.COM468$2.72 萬<0.1%+15+3.3%加碼歷史
KFRCKforce IncCOM436$2.76 萬<0.1%+222+103.7%加碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF110$2.78 萬<0.1%−4−3.5%減碼–
BF.BBrown Forman CorpStock433$2.78 萬<0.1%−45−9.4%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR3,482$2.79 萬<0.1%−4,802−58.0%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L24$2.80 萬<0.1%−15−38.5%減碼–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX334$2.83 萬<0.1%+10+3.1%加碼依 2 比 1 拆股換算–
NETCloudflare, Inc.CL A COM459$2.83 萬<0.1%+65+16.5%加碼歷史
Global X FDS37954Y475S&P 500 COVERED700$2.83 萬<0.1%−340−32.7%減碼–
Invesco Exchange Traded FD T46137V142WATER RES ETF532$2.84 萬<0.1%00.0%不變–
OXMOxford Industries IncCOM269$2.84 萬<0.1%00.0%不變歷史
APAAPA CorpStock788$2.84 萬<0.1%−5−0.6%減碼歷史
MBIMbia IncCOM3,096$2.87 萬<0.1%−34−1.1%減碼歷史
ALKAlaska Air Group, Inc.COM686$2.88 萬<0.1%00.0%不變歷史
WITWipro LtdSPON ADR 1 SH6,426$2.89 萬<0.1%+6,426新進歷史
AMKRAmkor Technology, Inc.COM1,109$2.89 萬<0.1%−1,797−61.8%減碼歷史
BMIBadger Meter IncCOM237$2.89 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM219$2.92 萬<0.1%+1+0.5%加碼歷史
HUBBHubbell IncCOM120$2.92 萬<0.1%00.0%不變歷史
BLDRBuilders FirstSource, Inc.Stock336$2.98 萬<0.1%−124−27.0%減碼歷史
IDCCInterDigital, Inc.COM411$3.00 萬<0.1%−233−36.2%減碼歷史
AVTAvnet IncCOM670$3.03 萬<0.1%00.0%不變歷史
JOYYJOYY Inc.ADS REPSTG COM A991$3.09 萬<0.1%+991新進歷史
ASRSoutheast Airport GroupSPON ADR SER B101$3.10 萬<0.1%+101新進歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL386$3.12 萬<0.1%+386新進–
PRIPrimerica, Inc.Stock183$3.15 萬<0.1%−166−47.6%減碼歷史
CRICarters IncCOM439$3.16 萬<0.1%00.0%不變歷史
DVADavita Inc.COM390$3.16 萬<0.1%+12+3.2%加碼歷史
LYVLive Nation Entertainment, Inc.COM452$3.16 萬<0.1%+342+310.9%加碼歷史
DAYDayforce, Inc.COM439$3.21 萬<0.1%−9−2.0%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F584$3.22 萬<0.1%+584新進–
iShares Tr464287390LATN AMER 40 ETF1,361$3.25 萬<0.1%+37+2.8%加碼–
ZIONZions Bancorporation, National AssociationCOM1,090$3.26 萬<0.1%+67+6.5%加碼歷史
NWSANews CorpCL A1,892$3.27 萬<0.1%−31−1.6%減碼歷史
CLHClean Harbors IncCOM230$3.28 萬<0.1%+19+9.0%加碼歷史
EVTCEVERTEC, Inc.COM978$3.30 萬<0.1%+288+41.7%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock242$3.32 萬<0.1%+127+110.4%加碼歷史
LVSLas Vegas Sands CorpCOM580$3.33 萬<0.1%+21+3.8%加碼歷史
TDCTeradata CorpStock828$3.34 萬<0.1%+828新進歷史
HAYWHayward Holdings, Inc.COM2,855$3.35 萬<0.1%−36−1.2%減碼歷史
CABOCable One, Inc.COM48$3.37 萬<0.1%+7+17.1%加碼歷史
FCNFti Consulting, IncCOM171$3.37 萬<0.1%−38−18.2%減碼歷史
CGNXCognex CorpCOM682$3.38 萬<0.1%−32−4.5%減碼歷史
VanEck ETF Trust92189F700AGRIBUSINESS ETF390$3.39 萬<0.1%−88−18.4%減碼–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN558$3.39 萬<0.1%−244−30.4%減碼歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF1,941$3.40 萬<0.1%+1,941新進–
PRGOPERRIGO Co plcSHS949$3.40 萬<0.1%−12−1.2%減碼歷史
OHIOmega Healthcare Investors IncCOM1,258$3.45 萬<0.1%−623−33.1%減碼歷史
RPMRPM International IncCOM407$3.55 萬<0.1%00.0%不變歷史
IEXIdex CorpCOM154$3.56 萬<0.1%−7−4.3%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