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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/4/29 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
1,415
較 2024 年第 4 季 +102
總值
$36.3 億
較 2024 年第 4 季 +$5,506 萬 (+1.5%)
申報日
2025/4/29
SEC
TD Private Client Wealth LLC 在 2025 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
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,023,317$2.65 億7.3%+409,405+11.3%加碼–
SPYSPDR S&P 500 ETF TrustETF348,814$1.95 億5.4%+7,934+2.3%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF2,494,414$1.89 億5.2%+273,781+12.3%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF3,923,459$1.82 億5.0%+305,666+8.4%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF6,104,423$1.40 億3.9%+413,898+7.3%加碼–
Vanguard Dividend Appreciation ETF921908844ETF455,868$8,843 萬2.4%+9,831+2.2%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS1,346,379$7,902 萬2.2%+86,596+6.9%加碼–
iShares Tr4642874571 3 YR TREAS BD918,698$7,600 萬2.1%−47,041−4.9%減碼–
iShares Core Dividend Growth ETF46434V621ETF1,122,671$6,936 萬1.9%+146,886+15.1%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF397,338$6,845 萬1.9%+31,778+8.7%加碼–
iShares Tr464288638ISHS 5-10YR INVT1,290,398$6,777 萬1.9%+172,547+15.4%加碼–
Vanguard S&P 500 Growth ETF921932505ETF183,036$6,122 萬1.7%+26,772+17.1%加碼–
iShares Tr46428743220 YR TR BD ETF531,083$4,834 萬1.3%+37,681+7.6%加碼–
MSFTMicrosoft CorpStock124,650$4,679 萬1.3%+5,911+5.0%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD586,168$4,627 萬1.3%−26,923−4.4%減碼–
iShares Russell 1000 Growth ETF464287614ETF128,041$4,623 萬1.3%−3,657−2.8%減碼–
iShares Tr4642886613 7 YR TREAS BD364,598$4,307 萬1.2%−8,798−2.4%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF772,819$4,171 萬1.1%+57,779+8.1%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF400,985$3,967 萬1.1%+22,383+5.9%加碼–
iShares MSCI Eafe ETF464287465ETF482,566$3,944 萬1.1%+20,813+4.5%加碼–
Vanguard S&P 500 ETF922908363ETF74,783$3,843 萬1.1%+3,123+4.4%加碼–
iShares Core S&P 500 ETF464287200ETF64,081$3,601 萬1.0%+4,268+7.1%加碼–
Vanguard Morningstar Value ETF922908744ETF184,182$3,182 萬0.9%−1,425−0.8%減碼–
AMZNAmazon Com IncStock157,789$3,002 萬0.8%+14,025+9.8%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS546,464$2,862 萬0.8%+104,063+23.5%加碼–
Vanguard Morningstar Growth ETF922908736ETF75,267$2,791 萬0.8%−1,061−1.4%減碼–
NVDANVIDIA CorpStock244,638$2,651 萬0.7%+6,542+2.7%加碼歷史
AAPLApple Inc.Stock117,650$2,613 萬0.7%+2,738+2.4%加碼歷史
METAMeta Platforms, Inc.Stock42,782$2,466 萬0.7%+2,149+5.3%加碼歷史
iShares S&P 500 Growth ETF464287309ETF257,609$2,391 萬0.7%−64,020−19.9%減碼–
Schwab US Dividend Equity ETF808524797ETF853,767$2,387 萬0.7%+37,014+4.5%加碼–
JPMJPMorgan Chase & CoStock95,472$2,342 萬0.6%+1,085+1.1%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF375,378$2,190 萬0.6%−12,330−3.2%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF197,568$2,147 萬0.6%+12,844+7.0%加碼–
iShares Russell 1000 Value ETF464287598ETF109,262$2,056 萬0.6%−38,673−26.1%減碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF245,377$2,006 萬0.6%+444+0.2%加碼–
iShares S&P 500 Value ETF464287408ETF99,272$1,892 萬0.5%−6,866−6.5%減碼–
Vanguard Short-Term Bond ETF921937827ETF236,042$1,848 萬0.5%+1,027+0.4%加碼–
PMPhilip Morris International Inc.Stock114,036$1,810 萬0.5%+1,876+1.7%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW178,755$1,659 萬0.5%+32,567+22.3%加碼–
ABBVAbbVie Inc.Stock78,953$1,654 萬0.5%+10,609+15.5%加碼歷史
iShares Core S&P US Value ETF464287663ETF173,466$1,601 萬0.4%−8,861−4.9%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF637,150$1,595 萬0.4%+175,621+38.1%加碼–
iShares Core S&P Small Cap ETF464287804ETF150,279$1,571 萬0.4%+961+0.6%加碼–
GOOGLAlphabet Inc.Stock98,471$1,523 萬0.4%−3,429−3.4%減碼歷史
PIMCO ETF Tr72201R7830-5 HIGH YIELD151,520$1,419 萬0.4%+11,954+8.6%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF54,842$1,418 萬0.4%+6,686+13.9%加碼–
Vanguard Intermediate-Term Bond ETF921937819ETF178,677$1,368 萬0.4%−2,300−1.3%減碼–
SPDR Series Trust78464A763ST STR SP DIV99,275$1,347 萬0.4%−15,808−13.7%減碼–
CVXChevron CorpStock77,968$1,304 萬0.4%+4,154+5.6%加碼歷史
GLDSPDR Gold TrustETF44,695$1,288 萬0.4%+5,176+13.1%加碼歷史
iShares Tr4642874407-10 YR TRSY BD131,901$1,258 萬0.3%−122−0.1%減碼–
VZVerizon Communications IncStock269,244$1,221 萬0.3%+7,994+3.1%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF248,549$1,183 萬0.3%−10,503−4.1%減碼–
iShares Russell 2000 ETF464287655ETF57,028$1,138 萬0.3%−3,822−6.3%減碼–
iShares Tr464287622RUS 1000 ETF36,672$1,125 萬0.3%+2,577+7.6%加碼–
Vanguard Total Bond Market ETF921937835ETF146,621$1,077 萬0.3%+18,229+14.2%加碼–
MAMastercard IncStock19,388$1,063 萬0.3%−376−1.9%減碼歷史
AVGOBroadcom Inc.Stock62,575$1,048 萬0.3%+3,215+5.4%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF46,985$1,042 萬0.3%+6,597+16.3%加碼–
Vanguard Information Technology ETF92204A702ETF19,141$1,038 萬0.3%+1,175+6.5%加碼–
JNJJohnson & JohnsonStock61,908$1,027 萬0.3%+5,501+9.8%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND142,370$1,003 萬0.3%+21,563+17.8%加碼–
VVisa Inc.Stock27,497$963.7 萬0.3%−4,721−14.7%減碼歷史
PLDPrologis, Inc.REIT85,435$955.1 萬0.3%+17,441+25.7%加碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF146,882$943.0 萬0.3%+2,234+1.5%加碼–
SPDR Series Trust78468R721STATE STREET SPD200,022$901.5 萬0.2%+13,480+7.2%加碼–
MDTMedtronic plcStock98,425$884.4 萬0.2%+40,151+68.9%加碼歷史
CRMSalesforce, Inc.Stock32,180$863.6 萬0.2%+2,796+9.5%加碼歷史
USBUS Bancorp DECOM NEW203,684$860.0 萬0.2%+5,633+2.8%加碼歷史
AEPAmerican Electric Power Co IncStock74,537$814.5 萬0.2%+4,159+5.9%加碼歷史
BRK.BBerkshire Hathaway IncStock15,049$801.5 萬0.2%−114−0.8%減碼歷史
DBX ETF Tr233051432XTRACK USD HIGH218,436$789.6 萬0.2%+34,931+19.0%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD152,555$757.0 萬0.2%+2,955+2.0%加碼–
KVUEKenvue Inc.Stock314,380$753.9 萬0.2%+34,652+12.4%加碼歷史
AMGNAmgen IncStock24,113$751.2 萬0.2%+1,475+6.5%加碼歷史
NEENextera Energy IncStock103,844$736.1 萬0.2%+4,371+4.4%加碼歷史
NFLXNetflix IncStock7,892$736.0 萬0.2%+2,783+54.5%加碼歷史
iShares Tr464288448INTL SEL DIV ETF234,479$727.4 萬0.2%−29,136−11.1%減碼–
WMTWalmart Inc.Stock82,352$723.0 萬0.2%+3,043+3.8%加碼歷史
KOCoca Cola CoStock100,794$721.9 萬0.2%+21,178+26.6%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF67,807$716.0 萬0.2%+17,636+35.2%加碼–
ETREntergy CorpCOM82,377$704.2 萬0.2%+4,474+5.7%加碼歷史
HDHome Depot, Inc.Stock19,203$703.8 萬0.2%+232+1.2%加碼歷史
iShares Select Dividend ETF464287168ETF52,282$702.1 萬0.2%+3,355+6.9%加碼–
MRKMerck & Co., Inc.Stock78,174$701.7 萬0.2%+9,258+13.4%加碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF62,832$694.0 萬0.2%−18,749−23.0%減碼–
LINLinde PLCStock14,504$675.4 萬0.2%+713+5.2%加碼歷史
AJGArthur J. Gallagher & Co.COM19,548$674.9 萬0.2%−188−1.0%減碼歷史
UNHUnitedHealth Group IncStock12,400$649.5 萬0.2%−6,559−34.6%減碼歷史
CSCOCisco Systems, Inc.Stock103,804$640.6 萬0.2%+6,647+6.8%加碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF49,572$630.0 萬0.2%+9,424+23.5%加碼–
DUKDuke Energy CORPStock51,629$629.7 萬0.2%+1,808+3.6%加碼歷史
BACBank of America CorpStock148,208$618.5 萬0.2%+10,065+7.3%加碼歷史
XOMExxonMobil Holdings CorpCOM52,000$618.4 萬0.2%+10,647+25.7%加碼歷史
SNYSanofiSPONSORED ADR108,510$601.8 萬0.2%+15,477+16.6%加碼歷史
GOOGAlphabet Inc.Stock38,490$601.3 萬0.2%+5,013+15.0%加碼歷史
PAYXPaychex IncStock38,738$597.6 萬0.2%−4,146−9.7%減碼歷史
ABTAbbott LaboratoriesStock42,170$559.4 萬0.2%+2,780+7.1%加碼歷史
PNCPNC Financial Services Group, Inc.Stock31,476$553.3 萬0.2%+998+3.3%加碼歷史

2024 年第 4 季之後清倉(81 檔)

2024 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 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
Invesco QQQ Trust Series I46090E103ETF81,882$4,186 萬1.2%–
RTXRTX CorpStock48,524$561.5 萬0.2%歷史
TTETotalEnergies SESPONSORED ADS72,433$394.8 萬0.1%歷史
UBERUber Technologies, IncStock55,592$335.3 萬0.1%歷史
HLTHilton Worldwide Holdings Inc.COM11,139$275.3 萬0.1%歷史
AZPNAspen Technology, Inc.COM9,216$230.1 萬0.1%歷史
CORCencora, Inc.Stock6,810$153.0 萬<0.1%歷史
TRVTravelers Companies, Inc.Stock6,247$150.5 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW15,808$95.6 萬<0.1%歷史
MNSTMonster Beverage CorpCOM17,423$91.6 萬<0.1%歷史
DELLDell Technologies Inc.Stock7,533$86.8 萬<0.1%歷史
TGTTarget CorpStock5,544$74.9 萬<0.1%歷史
PWRQuanta Services, Inc.COM1,791$56.6 萬<0.1%歷史
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF13,002$36.0 萬<0.1%–
FTNTFortinet, Inc.Stock3,548$33.5 萬<0.1%歷史
WisdomTree Tr97717X560EQUITY PREMIUM9,369$30.9 萬<0.1%–
ONOn Semiconductor CorpStock3,935$24.8 萬<0.1%歷史
EWEdwards Lifesciences CorpStock2,137$15.8 萬<0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF1,517$13.3 萬<0.1%–
ORANYOrangeSPONSORED ADR9,782$9.63 萬<0.1%歷史
ZDZiff Davis, Inc.COM1,441$7.83 萬<0.1%歷史
ABEVAmbev S.A.SPONSORED ADR39,308$7.27 萬<0.1%歷史
VRSNVerisign IncCOM323$6.68 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER1,151$6.24 萬<0.1%–
LYVLive Nation Entertainment, Inc.COM481$6.23 萬<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR12,126$5.93 萬<0.1%歷史
TNETTrinet Group, Inc.COM631$5.73 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL402$5.40 萬<0.1%–
FCNFti Consulting, IncCOM280$5.35 萬<0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF207$5.03 萬<0.1%–
BCSBarclays PLCADR2,916$3.88 萬<0.1%歷史
MKSIMKS IncCOM371$3.87 萬<0.1%歷史
EPAMEPAM Systems, Inc.COM147$3.44 萬<0.1%歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF812$3.39 萬<0.1%–
SIGSignet Jewelers LtdSHS408$3.29 萬<0.1%歷史
MTZMastec IncCOM196$2.67 萬<0.1%歷史
EPRTEssential Properties Realty Trust, Inc.COM730$2.28 萬<0.1%歷史
BRF SA10552T107SPONSORED ADR5,383$2.19 萬<0.1%–
ALTRAltair Engineering Inc.COM CL A179$1.95 萬<0.1%歷史
GLGlobe Life Inc.COM172$1.92 萬<0.1%歷史
TIMBTim S.A.SPONSORED ADR1,373$1.61 萬<0.1%歷史
QGENQiagen N.V.Stock359$1.60 萬<0.1%歷史
iShares Tr464289883CORE 30 70 ETF394$1.47 萬<0.1%–
DACDanaos CorpSHS167$1.34 萬<0.1%歷史
Abrdn ETFs003261104BBRG ALL COMD K1653$1.29 萬<0.1%–
CABOCable One, Inc.COM33$1.20 萬<0.1%歷史
FLUTFlutter Entertainment plcSHS43$1.11 萬<0.1%歷史
PRDOPerdoceo Education CorpCOM306$8,100<0.1%歷史
DIODDiodes IncCOM131$8,079<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR1,274$7,376<0.1%歷史
iShares Tr46435U853BROAD USD HIGH158$5,813<0.1%–
ECGEverus Construction Group, Inc.Stock84$5,523<0.1%歷史
SSDSimpson Manufacturing Co., Inc.COM27$4,477<0.1%歷史
EQHEquitable Holdings, Inc.COM73$3,443<0.1%歷史
BEKEKE Holdings Inc.SPONSORED ADS168$3,095<0.1%歷史
RLIRli CorpCOM18$2,967<0.1%歷史
IXOrix CorpSPONSORED ADR26$2,762<0.1%歷史
Vanguard World FD921910709EXTENDED DUR34$2,302<0.1%–
COHRCoherent Corp.COM21$1,989<0.1%歷史
OUTOUTFRONT Media Inc.COM103$1,827<0.1%歷史
FSVFirstService CorpCOM9$1,629<0.1%歷史
SNNRFSunrise Communications AGADS CL A36$1,551<0.1%歷史
SSTKShutterstock, Inc.COM51$1,548<0.1%歷史
ELFe.l.f. Beauty, Inc.COM10$1,256<0.1%歷史
INVHInvitation Homes Inc.COM36$1,151<0.1%歷史
ICLICL Group Ltd.SHS193$954<0.1%歷史
PEverpure, Inc.CL A15$921<0.1%歷史
KRCKilroy Realty CorpCOM22$890<0.1%歷史
DLBDolby Laboratories, Inc.COM CL A10$781<0.1%歷史
VVVValvoline IncCOM20$724<0.1%歷史
HUNHuntsman CORPCOM40$721<0.1%歷史
EWBCEast West Bancorp IncCOM6$575<0.1%歷史
SMARSmartsheet IncCOM CL A9$504<0.1%歷史
NOVNOV Inc.COM30$438<0.1%歷史
ZMZoom Communications, Inc.Stock5$408<0.1%歷史
Blade Air Mobili092667112COM600$246<0.1%–
EEFTEuronet Worldwide, Inc.COM2$206<0.1%歷史
HCPHashiCorp, Inc.COM CL A6$205<0.1%歷史
AAPAdvance Auto Parts IncCOM3$142<0.1%歷史
SEMA4 Holdings Corp81663L119*W EXP 07/22/202400$64<0.1%–
ProShares Tr74347B680S&P MDCP 400 DIV1$48<0.1%–