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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
BCPCBalchem CorpCOM10$1,660<0.1%+10新進歷史
AVAAvista CorpCOM40$1,675<0.1%+40新進歷史
SGISomnigroup International Inc.COM28$1,677<0.1%+28新進歷史
BMIBadger Meter IncCOM9$1,683<0.1%00.0%不變歷史
BOOTBoot Barn Holdings, Inc.COM16$1,719<0.1%+16新進歷史
EPACEnerpac Tool Group CorpCL A COM39$1,750<0.1%+39新進歷史
ORIOld Republic International CorpCOM45$1,765<0.1%+45新進歷史
ARGXArgenx SESPONSORED ADR3$1,776<0.1%+1+50.0%加碼歷史
WHDCactus, Inc.CL A39$1,787<0.1%+39新進歷史
AIC3.ai, Inc.Stock85$1,789<0.1%+85新進歷史
VTRSViatris IncStock206$1,794<0.1%−597−74.3%減碼歷史
GRALGRAIL, Inc.COM71$1,813<0.1%00.0%不變歷史
ETSYEtsy IncCOM39$1,840<0.1%+5+14.7%加碼歷史
CPRXCatalyst Pharmaceuticals, Inc.COM76$1,843<0.1%+76新進歷史
CPRICapri Holdings LtdSHS95$1,874<0.1%−96−50.3%減碼歷史
FMSFresenius Medical Care AGSPONSORED ADR76$1,892<0.1%00.0%不變歷史
VRNAVerona Pharma plcSPONSORED ADS30$1,905<0.1%+30新進歷史
INSMINSMED IncCOM PAR $.0125$1,907<0.1%+25新進歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20$1,929<0.1%00.0%不變–
HMCHonda Motor Co LtdADR ECH CNV IN 372$1,953<0.1%00.0%不變歷史
WDWalker & Dunlop, Inc.COM23$1,963<0.1%+23新進歷史
LFUSLittelfuse IncCOM10$1,967<0.1%+2+25.0%加碼歷史
KWRQuaker Chemical CorpCOM16$1,978<0.1%+3+23.1%加碼歷史
PIPRPiper Sandler CompaniesCOM8$1,981<0.1%+8新進歷史
HRLHormel Foods CorpCOM65$2,011<0.1%−16−19.8%減碼歷史
SLVMSylvamo CorpCOMMON STOCK30$2,012<0.1%00.0%不變歷史
EFCEllington Financial Inc.COM154$2,042<0.1%+34+28.3%加碼歷史
UHSUniversal Health Services IncCL B11$2,067<0.1%+4+57.1%加碼歷史
LBTYALiberty Global Ltd.COM CL A180$2,072<0.1%00.0%不變歷史
ASAmer Sports, Inc.COM SHS78$2,085<0.1%00.0%不變歷史
USPHU S Physical Therapy IncCOM29$2,098<0.1%+6+26.1%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY96$2,108<0.1%00.0%不變歷史
ENPHEnphase Energy, Inc.Stock34$2,110<0.1%+14+70.0%加碼歷史
CERTCertara, Inc.COM214$2,119<0.1%00.0%不變歷史
OSISOsi Systems IncCOM11$2,138<0.1%+11新進歷史
ADTADT Inc.COM266$2,165<0.1%00.0%不變歷史
NOGNorthern Oil & Gas, Inc.COM72$2,177<0.1%+15+26.3%加碼歷史
SLGSL Green Realty CorpCOM39$2,250<0.1%+39新進歷史
CMBTCmb.tech NVSHS250$2,270<0.1%00.0%不變歷史
CCChemours CoStock170$2,300<0.1%00.0%不變歷史
ARCCAres Capital CorpCEF105$2,327<0.1%00.0%不變歷史
iShares Inc464286806MSCI GERMANY ETF63$2,336<0.1%+63新進–
NYTNew York Times CoCL A48$2,381<0.1%+48新進歷史
RDFNRedfin CorpCOM265$2,441<0.1%+265新進歷史
PORPortland General Electric CoCOM NEW55$2,453<0.1%+55新進歷史
RIVNRivian Automotive, Inc.Stock199$2,478<0.1%+24+13.7%加碼歷史
OHIOmega Healthcare Investors IncCOM66$2,513<0.1%00.0%不變歷史
BA.PABoeing CoDEP CONV PFD A42$2,513<0.1%+22+110.0%加碼歷史
DAYDayforce, Inc.COM44$2,567<0.1%+9+25.7%加碼歷史
POWIPower Integrations IncCOM51$2,576<0.1%+11+27.5%加碼歷史
LOPEGrand Canyon Education, Inc.COM15$2,595<0.1%00.0%不變歷史
DTMDT Midstream, Inc.COMMON STOCK27$2,605<0.1%00.0%不變歷史
KNFKnife River CorpStock29$2,616<0.1%+29新進歷史
RGLDRoyal Gold IncStock16$2,616<0.1%+16新進歷史
COLDAmericold Realty TrustCOM122$2,618<0.1%+122新進歷史
TSTenaris SASPONSORED ADS67$2,620<0.1%+21+45.7%加碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM50$2,646<0.1%+50新進歷史
CBTCabot CorpCOM32$2,660<0.1%+12+60.0%加碼歷史
PRGOPERRIGO Co plcSHS96$2,692<0.1%+20+26.3%加碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT113$2,693<0.1%00.0%不變歷史
AESIAtlas Energy Solutions Inc.COM NEW153$2,730<0.1%+153新進歷史
PLMRPalomar Holdings, Inc.Stock20$2,742<0.1%+20新進歷史
PFGCPerformance Food Group CoCOM35$2,752<0.1%−14−28.6%減碼歷史
KRGKite Realty Group TrustCOM NEW123$2,752<0.1%00.0%不變歷史
AALAmerican Airlines Group Inc.Stock261$2,754<0.1%−39−13.0%減碼歷史
ATRAptargroup, Inc.Stock19$2,819<0.1%00.0%不變歷史
KLICKulicke & Soffa Industries IncCOM86$2,836<0.1%+39+83.0%加碼歷史
PHINPhinia Inc.COMMON STOCK67$2,843<0.1%+3+4.7%加碼歷史
ARWArrow Electronics, Inc.COM28$2,907<0.1%+27+2,700.0%加碼歷史
SWXSouthwest Gas Holdings, Inc.COM41$2,944<0.1%+41新進歷史
LOARLoar Holdings Inc.COM SHS42$2,967<0.1%+26+162.5%加碼歷史
AAONAaon, Inc.COM PAR $0.00438$2,969<0.1%+27+245.5%加碼歷史
CGNXCognex CorpCOM100$2,983<0.1%+44+78.6%加碼歷史
DRSLeonardo DRS, Inc.Stock92$3,025<0.1%+92新進歷史
LNTHLantheus Holdings, Inc.Stock31$3,026<0.1%+31新進歷史
VIRTVirtu Financial, Inc.CL A80$3,050<0.1%+80新進歷史
SPSCSPS Commerce IncCOM23$3,053<0.1%+11+91.7%加碼歷史
INDBIndependent Bank CorpCOM49$3,070<0.1%+49新進歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA64$3,221<0.1%−8−11.1%減碼–
AZTAAzenta, Inc.COM93$3,222<0.1%00.0%不變歷史
COOPMaverick Merger Sub 2, LLCCOM27$3,229<0.1%+27新進歷史
AMTMAmentum Holdings, Inc.COM181$3,294<0.1%−123−40.5%減碼歷史
RGENRepligen CorpCOM26$3,308<0.1%−160−86.0%減碼歷史
UFPIUfp Industries IncCOM31$3,318<0.1%+14+82.4%加碼歷史
ZGZillow Group, Inc.CL A50$3,343<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW80$3,375<0.1%−103−56.3%減碼歷史
LNCLincoln National CorpCOM97$3,483<0.1%−16−14.2%減碼歷史
PAYCPaycom Software, Inc.Stock16$3,496<0.1%+2+14.3%加碼歷史
CASHPathward Financial, Inc.COM48$3,502<0.1%+48新進歷史
SFMSprouts Farmers Market, Inc.COM23$3,511<0.1%+23新進歷史
PSMTPricesmart IncCOM40$3,514<0.1%+31+344.4%加碼歷史
CWANClearwater Analytics Holdings, Inc.CL A133$3,564<0.1%+133新進歷史
FNDFloor & Decor Holdings, Inc.CL A46$3,702<0.1%+46新進歷史
AUDCAudiocodes LtdORD402$3,738<0.1%+35+9.5%加碼歷史
LMATLemaitre Vascular IncCOM45$3,776<0.1%+9+25.0%加碼歷史
MSAMSA Safety IncCOM26$3,814<0.1%00.0%不變歷史
DSGXDescartes Systems Group IncCOM38$3,832<0.1%+25+192.3%加碼歷史
TNLTravel & Leisure Co.COM83$3,842<0.1%+33+66.0%加碼歷史
NVTnVent Electric plcSHS74$3,879<0.1%+43+138.7%加碼歷史
CNSCohen & Steers, Inc.COM49$3,932<0.1%+13+36.1%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%–