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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
1,216
較 2024 年第 1 季 +1
總值
$31.8 億
較 2024 年第 1 季 +$1.29 億 (+4.2%)
申報日
2024/8/14
SEC
TD Private Client Wealth LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ILMNIllumina, Inc.COM241$2.52 萬<0.1%−2−0.8%減碼歷史
CBOECboe Global Markets, Inc.COM149$2.53 萬<0.1%+4+2.8%加碼歷史
AKAMAkamai Technologies IncCOM284$2.56 萬<0.1%−216−43.2%減碼歷史
BENFranklin Templeton IncCOM1,160$2.59 萬<0.1%+105+10.0%加碼歷史
MOSMosaic CoCOM911$2.63 萬<0.1%−519−36.3%減碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS249$2.64 萬<0.1%+15+6.4%加碼歷史
RVTYRevvity, Inc.COM253$2.65 萬<0.1%+6+2.4%加碼歷史
GGGGraco IncCOM336$2.66 萬<0.1%−402−54.5%減碼歷史
HIWHighwoods Properties, Inc.COM1,015$2.67 萬<0.1%00.0%不變歷史
BMRNBiomarin Pharmaceutical IncCOM324$2.67 萬<0.1%+75+30.1%加碼歷史
FRFirst Industrial Realty Trust IncCOM564$2.68 萬<0.1%00.0%不變歷史
EEni SpASPONSORED ADR872$2.68 萬<0.1%+16+1.9%加碼歷史
SMCISuper Micro Computer, Inc.COM33$2.70 萬<0.1%+33新進歷史
INGRIngredion IncCOM238$2.73 萬<0.1%00.0%不變歷史
LNTAlliant Energy CorpStock537$2.73 萬<0.1%+40+8.0%加碼歷史
CMAComerica IncCOM540$2.76 萬<0.1%+27+5.3%加碼歷史
iShares Tr464289180MSCI EURO FL ETF1,233$2.76 萬<0.1%+137+12.5%加碼–
iShares Global Clean Energy ETF464288224ETF2,070$2.76 萬<0.1%+183+9.7%加碼–
WBDWarner Bros. Discovery, Inc.Stock3,710$2.76 萬<0.1%−20−0.5%減碼歷史
GSLGlobal Ship Lease, Inc.COM CL A959$2.76 萬<0.1%+959新進歷史
PFGPrincipal Financial Group IncCOM356$2.79 萬<0.1%+41+13.0%加碼歷史
FSLRFirst Solar, Inc.Stock124$2.80 萬<0.1%+67+117.5%加碼歷史
AVNTAvient CorpCOM653$2.85 萬<0.1%+105+19.2%加碼歷史
HUBBHubbell IncCOM78$2.85 萬<0.1%−14−15.2%減碼歷史
AREAlexandria Real Estate Equities, Inc.COM246$2.88 萬<0.1%+51+26.2%加碼歷史
RTORentokil Initial PLCSPONSORED ADR971$2.88 萬<0.1%+413+74.0%加碼歷史
SBACSba Communications CorpCL A147$2.89 萬<0.1%−118−44.5%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW329$2.90 萬<0.1%+66+25.1%加碼歷史
WIXWix.com Ltd.SHS183$2.91 萬<0.1%−3−1.6%減碼歷史
PDDPDD Holdings Inc.SPONSORED ADS219$2.91 萬<0.1%+219新進歷史
DHTDHT Holdings, Inc.SHS NEW2,520$2.92 萬<0.1%−35−1.4%減碼歷史
STMSTMicroelectronics N.V.NY REGISTRY747$2.93 萬<0.1%−13−1.7%減碼歷史
TFXTeleflex IncCOM140$2.94 萬<0.1%−4−2.8%減碼歷史
AVTAvnet IncCOM572$2.95 萬<0.1%−404−41.4%減碼歷史
BROBrown & Brown, Inc.Stock330$2.95 萬<0.1%+8+2.5%加碼歷史
KKellanovaStock532$3.07 萬<0.1%+7+1.3%加碼歷史
NTRSNorthern Trust CorpCOM381$3.20 萬<0.1%−74−16.3%減碼歷史
SESea LtdSPONSORD ADS451$3.22 萬<0.1%+451新進歷史
JBLJabil IncStock299$3.25 萬<0.1%−117−28.1%減碼歷史
TECHBIO-TECHNE CorpCOM457$3.27 萬<0.1%−11−2.4%減碼歷史
CWSTCasella Waste Systems IncCL A331$3.28 萬<0.1%00.0%不變歷史
UDRUDR, Inc.COM808$3.32 萬<0.1%+371+84.9%加碼歷史
STCStewart Information Services CorpCOM539$3.35 萬<0.1%00.0%不變歷史
BANFBancfirst CorpCOM395$3.46 萬<0.1%00.0%不變歷史
PODDInsulet CorpStock172$3.47 萬<0.1%+21+13.9%加碼歷史
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL415$3.47 萬<0.1%00.0%不變–
iShares U.S. Medical Devices ETF464288810ETF625$3.50 萬<0.1%−206−24.8%減碼–
SXIStandex International CorpCOM218$3.51 萬<0.1%00.0%不變歷史
HLIHoulihan Lokey, Inc.CL A262$3.53 萬<0.1%−82−23.8%減碼歷史
TTCToro CoCOM383$3.58 萬<0.1%+16+4.4%加碼歷史
NDAQNasdaq, Inc.COM595$3.59 萬<0.1%+12+2.1%加碼歷史
QLYSQualys, Inc.COM254$3.62 萬<0.1%+254新進歷史
VODVodafone Group Public Ltd CoADR4,122$3.66 萬<0.1%+4,062+6,770.0%加碼歷史
MTBM&T Bank CorpCOM244$3.69 萬<0.1%+7+3.0%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A241$3.71 萬<0.1%−21−8.0%減碼歷史
TWTradeweb Markets Inc.Stock352$3.73 萬<0.1%−28−7.4%減碼歷史
FFIVF5, Inc.Stock217$3.74 萬<0.1%+104+92.0%加碼歷史
CFCF Industries Holdings, Inc.COM509$3.77 萬<0.1%+8+1.6%加碼歷史
LLoews CorpCOM507$3.79 萬<0.1%+14+2.8%加碼歷史
RJFRaymond James Financial IncCOM311$3.84 萬<0.1%−5,597−94.7%減碼歷史
NEUNewmarket CorpCOM75$3.87 萬<0.1%−9−10.7%減碼歷史
EVRGEvergy, Inc.Stock738$3.91 萬<0.1%+4+0.5%加碼歷史
PGNYProgyny, Inc.COM1,370$3.92 萬<0.1%+1,370新進歷史
COLLCollegium Pharmaceutical, IncCOM1,224$3.94 萬<0.1%+341+38.6%加碼歷史
HUBGHub Group, Inc.CL A917$3.95 萬<0.1%00.0%不變歷史
FERGFerguson Enterprises Inc.SHS206$3.99 萬<0.1%+18+9.6%加碼歷史
SWKSSkyworks Solutions, Inc.Stock378$4.03 萬<0.1%−22−5.5%減碼歷史
NMRNomura Holdings IncSPONSORED ADR6,998$4.04 萬<0.1%+6,865+5,161.7%加碼歷史
CHTRCharter Communications, Inc.CL A136$4.07 萬<0.1%−39−22.3%減碼歷史
TROWPrice T Rowe Group IncStock353$4.07 萬<0.1%+11+3.2%加碼歷史
IRIngersoll Rand Inc.COM452$4.11 萬<0.1%+47+11.6%加碼歷史
NSITInsight Enterprises IncCOM207$4.11 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock318$4.11 萬<0.1%−81−20.3%減碼歷史
DVADavita Inc.COM298$4.13 萬<0.1%+3+1.0%加碼歷史
FCFFirst Commonwealth Financial CorpCOM3,000$4.14 萬<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock748$4.17 萬<0.1%+62+9.0%加碼歷史
JBHTHunt J B Transport Services IncCOM262$4.19 萬<0.1%+23+9.6%加碼歷史
DGXQuest Diagnostics IncCOM306$4.19 萬<0.1%+45+17.2%加碼歷史
MAAMid America Apartment Communities Inc.COM295$4.21 萬<0.1%+112+61.2%加碼歷史
BWABorgwarner IncCOM1,308$4.22 萬<0.1%+283+27.6%加碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF632$4.22 萬<0.1%−116−15.5%減碼–
VMRKVivmark ResidentialSH BEN INT612$4.24 萬<0.1%+132+27.5%加碼歷史
POSTPost Holdings, Inc.COM409$4.26 萬<0.1%+2+0.5%加碼歷史
EMNEastman Chemical CoStock438$4.29 萬<0.1%00.0%不變歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS2,294$4.31 萬<0.1%−201−8.1%減碼歷史
BXPBXP, Inc.COM707$4.35 萬<0.1%−4−0.6%減碼歷史
RSGRepublic Services, Inc.COM224$4.35 萬<0.1%−58−20.6%減碼歷史
CLXClorox CoStock322$4.40 萬<0.1%−284−46.9%減碼歷史
LYVLive Nation Entertainment, Inc.COM469$4.40 萬<0.1%−6,197−93.0%減碼歷史
IEXIdex CorpCOM219$4.41 萬<0.1%−44−16.7%減碼歷史
STXSeagate Technology Holdings plcORD SHS427$4.41 萬<0.1%+8+1.9%加碼歷史
EXPDExpeditors International of Washington IncCOM360$4.49 萬<0.1%−52−12.6%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 31,401$4.52 萬<0.1%−167−10.7%減碼歷史
EXELExelixis, Inc.COM2,046$4.60 萬<0.1%−374−15.5%減碼歷史
CLHClean Harbors IncCOM204$4.61 萬<0.1%00.0%不變歷史
ATKRAtkore Inc.COM342$4.61 萬<0.1%−626−64.7%減碼歷史
RPMRPM International IncCOM431$4.64 萬<0.1%+48+12.5%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM11,884$4.65 萬<0.1%−214−1.8%減碼歷史
RMDResmed IncCOM244$4.67 萬<0.1%−149−37.9%減碼歷史
GLWCorning IncCOM1,216$4.72 萬<0.1%00.0%不變歷史

2024 年第 1 季之後清倉(61 檔)

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

TD Private Client Wealth LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
PXDPioneer Natural Resources CoCOM2,750$72.2 萬<0.1%歷史
Goldman Sachs ETF Tr381430396JUST US LRG CP4,831$36.3 萬<0.1%–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM35,134$28.7 萬<0.1%歷史
BTUPeabody Energy CorpCOM8,775$21.3 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF706$21.2 萬<0.1%–
OCGNOcugen, Inc.COM98,390$16.1 萬<0.1%歷史
ETJEaton Vance Risk-Managed Diversified Equity Income FundCOM14,466$12.1 萬<0.1%歷史
DOORMasonite International CorpCOM635$8.35 萬<0.1%歷史
WITWipro LtdSPON ADR 1 SH9,912$5.70 萬<0.1%歷史
DIAXNuveen Dow 30sm Dynamic Overwrite FundSHS3,540$5.19 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST450$4.56 萬<0.1%–
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS500$4.01 萬<0.1%–
Victory Portfolios II92647N865VCSHS US LRG CAP560$3.48 萬<0.1%–
CBUCommunity Financial System, Inc.COM364$3.41 萬<0.1%歷史
EDREndeavor Group Holdings, Inc.CL A COM916$2.36 萬<0.1%歷史
SWAVShockwave Medical, Inc.COM67$2.18 萬<0.1%歷史
DAVAEndava plcADS543$2.07 萬<0.1%歷史
INFYInfosys LtdSPONSORED ADR1,106$1.98 萬<0.1%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW559$1.98 萬<0.1%歷史
SHOPShopify Inc.Stock250$1.93 萬<0.1%歷史
WHRWhirlpool CorpStock143$1.71 萬<0.1%歷史
VFCV F CorpStock1,015$1.56 萬<0.1%歷史
INSPInspire Medical Systems, Inc.COM65$1.40 萬<0.1%歷史
OXMOxford Industries IncCOM118$1.33 萬<0.1%歷史
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW431$1.27 萬<0.1%歷史
iShares Tr464287739U.S. REAL ES ETF125$1.12 萬<0.1%–
iShares Tr464288273EAFE SML CP ETF162$1.03 萬<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF192$9,686<0.1%–
RMBSRambus IncCOM153$9,457<0.1%歷史
TALTAL Education GroupSPONSORED ADS810$9,194<0.1%歷史
Schwab Emerging Markets Equity ETF808524706ETF343$8,661<0.1%–
RBCRBC Bearings INCCOM32$8,651<0.1%歷史
NXTNextpower Inc.Stock137$7,709<0.1%歷史
JBLUJetBlue Airways CorpCOM1,000$7,420<0.1%歷史
KLGWK Kellogg CoCOM383$7,200<0.1%歷史
GMEDGlobus Medical IncStock123$6,598<0.1%歷史
RLIRli CorpCOM44$6,533<0.1%歷史
XRAYDentsply Sirona Inc.Stock190$6,306<0.1%歷史
INDBIndependent Bank CorpCOM115$5,982<0.1%歷史
Pioneer Nat Res Co723787AP2NOTE 0.250% 5/12,000$5,721<0.1%–
NTGTortoise Midstream Energy Fund, Inc.COM130$4,983<0.1%歷史
AUBAtlantic Union Bankshares CorpCOM139$4,908<0.1%歷史
Parsons Corp70202LAB8NOTE 0.250% 8/12,000$3,677<0.1%–
RDWRRadware LtdORD182$3,407<0.1%歷史
TDOCTeladoc Health, Inc.COM212$3,201<0.1%歷史
OLPXOlaplex Holdings, Inc.COM1,505$2,890<0.1%歷史
HUBSHubSpot IncCOM4$2,506<0.1%歷史
Akamai Technologies Inc00971TAJ0NOTE 0.125% 5/02,000$2,359<0.1%–
AINAlbany International CorpCL A24$2,244<0.1%歷史
Nextera Energy Inc65339F713UNIT 09/01/202550$1,947<0.1%–
Halozyme Therapeutics, Inc.40637HAD1NOTE 0.250% 3/02,000$1,770<0.1%–
iShares Tr464289859CORE 80 20 ETF20$1,469<0.1%–
APLSApellis Pharmaceuticals, Inc.COM21$1,234<0.1%歷史
Guidewire Software, Inc.40171VAA8NOTE 1.250% 3/11,000$1,154<0.1%–
Noble Corp PLCG65431135*W EXP 02/04/20237$1,098<0.1%–
Tyler Tex Indpt SCH Dist902252AB1NOTE 0.250% 3/11,000$1,005<0.1%–
Noble Corp PLCG65431150*W EXP 02/04/20237$940<0.1%–
ARESAres Management CorpCL A COM STK5$665<0.1%歷史
WNEBWestern New England Bancorp, Inc.COM81$621<0.1%歷史
NENoble Corp plcORD SHS A9$436<0.1%歷史
MATMattel IncCOM12$238<0.1%歷史