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Livermore
Livermore
中文EN

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
PRIMPrimoris Services CorpStock950$4.74 萬<0.1%+379+66.4%加碼歷史
TNETTrinet Group, Inc.COM474$4.74 萬<0.1%−91−16.1%減碼歷史
AXTAAxalta Coating Systems Ltd.COM1,409$4.81 萬<0.1%+95+7.2%加碼歷史
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL402$4.83 萬<0.1%+32+8.6%加碼–
MZTIMarzetti CoCOM256$4.84 萬<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF577$4.85 萬<0.1%+50+9.5%加碼–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF655$4.86 萬<0.1%+30+4.8%加碼–
iShares Tr464288257MSCI ACWI ETF436$4.90 萬<0.1%+436新進–
State Street Materials Select Sector SPDR ETF81369Y100ETF556$4.91 萬<0.1%−27−4.6%減碼–
WDCWestern Digital CorpCOM658$4.99 萬<0.1%+54+8.9%加碼歷史
MBCMasterBrand, Inc.COMMON STOCK3,419$5.02 萬<0.1%−66−1.9%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS4,656$5.03 萬<0.1%+314+7.2%加碼歷史
VTRVentas, Inc.REIT986$5.05 萬<0.1%+27+2.8%加碼歷史
EIXEdison InternationalStock706$5.07 萬<0.1%−58−7.6%減碼歷史
CXTCrane NXT, Co.COM828$5.09 萬<0.1%00.0%不變歷史
REGRegency Centers CorpCOM818$5.09 萬<0.1%−1,006−55.2%減碼歷史
FLOFlowers Foods IncCOM2,293$5.09 萬<0.1%+2,293新進歷史
INSWInternational Seaways, Inc.COM873$5.16 萬<0.1%+873新進歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF802$5.21 萬<0.1%−18−2.2%減碼–
ATHMAutohome Inc.SP ADS RP CL A1,897$5.21 萬<0.1%+900+90.3%加碼歷史
WAFDWafd IncStock1,825$5.22 萬<0.1%00.0%不變歷史
EVTCEVERTEC, Inc.COM1,572$5.23 萬<0.1%00.0%不變歷史
KIMKimco Realty CorpCOM2,698$5.25 萬<0.1%−601−18.2%減碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR653$5.29 萬<0.1%−16−2.4%減碼歷史
HSYHershey CoCOM289$5.31 萬<0.1%−58−16.7%減碼歷史
BBWIBath & Body Works, Inc.COM1,366$5.33 萬<0.1%+1,167+586.4%加碼歷史
VRSNVerisign IncCOM304$5.41 萬<0.1%+23+8.2%加碼歷史
ALLAllstate CorpStock341$5.44 萬<0.1%+8+2.4%加碼歷史
BF.BBrown Forman CorpStock1,268$5.48 萬<0.1%+935+280.8%加碼歷史
FFBCFirst Financial BancorpCOM2,466$5.48 萬<0.1%00.0%不變歷史
IVZInvesco Ltd.Stock3,691$5.52 萬<0.1%+429+13.2%加碼歷史
FFINFirst Financial Bankshares IncCOM1,871$5.53 萬<0.1%−467−20.0%減碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR477$5.55 萬<0.1%−23−4.6%減碼歷史
SYFSynchrony FinancialCOM1,177$5.55 萬<0.1%−1−0.1%減碼歷史
PRIPrimerica, Inc.Stock239$5.65 萬<0.1%−61−20.3%減碼歷史
TNCTennant CoCOM584$5.75 萬<0.1%00.0%不變歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF2,003$5.76 萬<0.1%+128+6.8%加碼–
FCNFti Consulting, IncCOM268$5.78 萬<0.1%00.0%不變歷史
State Street SPDR NYSE Technology ETF78464A102ETF300$5.86 萬<0.1%00.0%不變–
MTDMettler Toledo International IncCOM42$5.87 萬<0.1%−22−34.4%減碼歷史
ACGLArch Capital Group Ltd.Stock582$5.87 萬<0.1%+10+1.7%加碼歷史
DXCMDexcom IncCOM540$6.12 萬<0.1%−33−5.8%減碼歷史
BKRBaker Hughes CoCL A1,749$6.15 萬<0.1%−347−16.6%減碼歷史
UALUnited Airlines Holdings, Inc.COM1,273$6.19 萬<0.1%+114+9.8%加碼歷史
OZKBank OZKCOM1,518$6.22 萬<0.1%−2,602−63.2%減碼歷史
WisdomTree Tr97717X669US QTLY DIV GRT806$6.29 萬<0.1%+806新進–
BLKBBlackbaud IncCOM827$6.30 萬<0.1%+827新進歷史
MMM3M CoStock617$6.31 萬<0.1%−43−6.5%減碼歷史
KEYKeycorpCOM4,439$6.31 萬<0.1%−1,741−28.2%減碼歷史
ABEVAmbev S.A.SPONSORED ADR30,771$6.31 萬<0.1%−402−1.3%減碼歷史
NBISNebius Group N.V.Stock1,373$6.33 萬<0.1%−64−4.5%減碼歷史
CSGSCSG Systems International IncCOM1,542$6.35 萬<0.1%00.0%不變歷史
GNRCGenerac Holdings Inc.Stock481$6.36 萬<0.1%−38−7.3%減碼歷史
WTMWhite Mountains Insurance Group LtdCOM35$6.36 萬<0.1%+2+6.1%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A4,983$6.49 萬<0.1%−227−4.4%減碼歷史
HESHess CorpStock440$6.49 萬<0.1%+48+12.2%加碼歷史
NWGNatWest Group plcSPONS ADR8,110$6.51 萬<0.1%+3,670+82.7%加碼歷史
XPXP Inc.CL A3,705$6.52 萬<0.1%−179−4.6%減碼歷史
RLRalph Lauren CorpCL A378$6.62 萬<0.1%−1,838−82.9%減碼歷史
MRNAModerna, Inc.Stock559$6.64 萬<0.1%+131+30.6%加碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,199$6.65 萬<0.1%+167+16.2%加碼–
AMPHAmphastar Pharmaceuticals, Inc.COM1,672$6.69 萬<0.1%+16+1.0%加碼歷史
FNBFNB CorpCOM4,949$6.77 萬<0.1%+912+22.6%加碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A1,421$6.78 萬<0.1%+1,421新進歷史
SLABSilicon Laboratories Inc.Stock616$6.81 萬<0.1%+183+42.3%加碼歷史
CMSCMS Energy CorpCOM1,153$6.86 萬<0.1%−14−1.2%減碼歷史
CHDNChurchill Downs IncCOM494$6.89 萬<0.1%+27+5.8%加碼歷史
HALHalliburton CoStock2,050$6.92 萬<0.1%+3+0.1%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR3,705$6.93 萬<0.1%+54+1.5%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF1,029$6.95 萬<0.1%+123+13.6%加碼–
FASTFastenal CoStock1,109$6.97 萬<0.1%−180−14.0%減碼歷史
AVBAvalonbay Communities IncCOM338$6.99 萬<0.1%+37+12.3%加碼歷史
JAZZJazz Pharmaceuticals plcSHS USD660$7.04 萬<0.1%−690−51.1%減碼歷史
KTKT CorpSPONSORED ADR5,183$7.09 萬<0.1%+5,183新進歷史
FULFuller H B CoStock925$7.12 萬<0.1%+32+3.6%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM404$7.13 萬<0.1%+258+176.7%加碼歷史
BIIBBiogen Inc.COM308$7.14 萬<0.1%−28−8.3%減碼歷史
ZDZiff Davis, Inc.COM1,300$7.16 萬<0.1%+164+14.4%加碼歷史
CACICACI International IncCL A169$7.27 萬<0.1%+169新進歷史
BNTXBioNTech SESPONSORED ADS927$7.45 萬<0.1%−6−0.6%減碼歷史
DPZDominos Pizza IncCOM146$7.54 萬<0.1%+31+27.0%加碼歷史
FITBFifth Third BancorpCOM2,084$7.60 萬<0.1%+13+0.6%加碼歷史
AMGAffiliated Managers Group, Inc.Stock490$7.66 萬<0.1%+490新進歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF4,283$7.70 萬<0.1%+2,281+113.9%加碼–
AESAES CorpStock4,392$7.72 萬<0.1%+48+1.1%加碼歷史
DOVDOVER CorpCOM428$7.72 萬<0.1%−1,517−78.0%減碼歷史
CVSACovista Inc.COM1,138$7.76 萬<0.1%00.0%不變歷史
BDCBelden Inc.COM828$7.77 萬<0.1%00.0%不變歷史
KTBKontoor Brands, Inc.Stock1,175$7.77 萬<0.1%−105−8.2%減碼歷史
SNOWSnowflake Inc.Stock576$7.78 萬<0.1%−64−10.0%減碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A3,761$7.80 萬<0.1%+3,761新進歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,023$7.83 萬<0.1%00.0%不變–
SIGSignet Jewelers LtdSHS884$7.92 萬<0.1%−202−18.6%減碼歷史
BAPCredicorp LtdCOM495$7.99 萬<0.1%−8−1.6%減碼歷史
Vanguard Utilities ETF92204A876ETF544$8.05 萬<0.1%−56−9.3%減碼–
XYLXylem Inc.COM596$8.08 萬<0.1%−5−0.8%減碼歷史
CRICarters IncCOM1,317$8.16 萬<0.1%+259+24.5%加碼歷史
MELIMercadolibre IncCOM50$8.22 萬<0.1%−5−9.1%減碼歷史
EQTEQT CorpStock2,270$8.39 萬<0.1%+1,731+321.2%加碼歷史
EPCEdgewell Personal Care CoCOM2,095$8.42 萬<0.1%+125+6.3%加碼歷史

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