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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/15 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
1,404
較 2025 年第 1 季 −11
總值
$40.7 億
較 2025 年第 1 季 +$4.40 億 (+12.1%)
申報日
2025/7/15
SEC
TD Private Client Wealth LLC 在 2025 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
PNFPIMCO New York Municipal Income FundCOM0$2<0.1%0新進歷史
RABrookfield Real Assets Income Fund Inc.SHS BEN INT1$12<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF1$13<0.1%00.0%不變–
RTORentokil Initial PLCSPONSORED ADR1$13<0.1%00.0%不變歷史
ATHMAutohome Inc.SP ADS RP CL A1$24<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM1$27<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock1$29<0.1%−7−87.5%減碼歷史
JDJD.com, Inc.SPON ADS CL A1$33<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF0$46<0.1%0不變–
SPDR Series Trust78464A664ST LON TREAS ETF2$51<0.1%00.0%不變–
CAKECheesecake Factory IncCOM1$63<0.1%00.0%不變歷史
ACVAACV Auctions Inc.COM CL A4$65<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946810INTL DVD ETF1$66<0.1%00.0%不變–
First Tr Exchange Traded FD33738R118NASD TECH DIV1$68<0.1%00.0%不變–
iShares Inc464286608MSCI EURZONE ETF1$69<0.1%00.0%不變–
RLJ.PARLJ Lodging TrustCUM CONV PFD A3$71<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE1$78<0.1%00.0%不變–
EMBCEmbecta Corp.Stock9$87<0.1%−1−10.0%減碼歷史
MBCMasterBrand, Inc.COMMON STOCK9$98<0.1%−4,774−99.8%減碼歷史
MTGMgic Investment CorpCOM4$111<0.1%00.0%不變歷史
SUISun Communities IncCOM1$126<0.1%00.0%不變歷史
SPSCSPS Commerce IncCOM1$136<0.1%−22−95.7%減碼歷史
IPGPIpg Photonics CorpCOM2$137<0.1%+2新進歷史
BILLBILL Holdings, Inc.Stock3$139<0.1%+3新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM1$143<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM34$147<0.1%00.0%不變歷史
SIRISirius XM Holdings Inc.COMMON STOCK7$161<0.1%−273−97.5%減碼歷史
HOPEHope Bancorp IncCOM15$161<0.1%00.0%不變歷史
NTRANatera, Inc.COM1$169<0.1%+1新進歷史
Paramount Global92556H107CL A8$184<0.1%00.0%不變–
WDFCWD 40 CoCOM1$190<0.1%00.0%不變歷史
FHNFirst Horizon CorpCOM9$191<0.1%00.0%不變歷史
EEFTEuronet Worldwide, Inc.COM2$203<0.1%+2新進歷史
FIVNFive9, Inc.COM8$212<0.1%+8新進歷史
ZMZoom Communications, Inc.Stock3$234<0.1%+3新進歷史
GOGrocery Outlet Holding Corp.COM20$248<0.1%00.0%不變歷史
Schwab U.S. REIT ETF808524847ETF12$254<0.1%+12新進–
FBINFortune Brands Innovations, Inc.COM5$257<0.1%+5新進歷史
HOGHarley-Davidson, Inc.COM11$260<0.1%−48−81.4%減碼歷史
AMKRAmkor Technology, Inc.COM13$273<0.1%00.0%不變歷史
ARAntero Resources CorpCOM7$282<0.1%00.0%不變歷史
PDDPDD Holdings Inc.SPONSORED ADS3$314<0.1%00.0%不變歷史
SPBSpectrum Brands Holdings, Inc.COM6$318<0.1%00.0%不變歷史
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A4$318<0.1%00.0%不變歷史
ALNYAlnylam Pharmaceuticals, Inc.COM1$326<0.1%00.0%不變歷史
NWLNewell Brands Inc.Stock61$329<0.1%−189−75.6%減碼歷史
FTREFortrea Holdings Inc.COMMON STOCK68$336<0.1%−6,515−99.0%減碼歷史
BOHBank of Hawaii CorpCOM5$338<0.1%00.0%不變歷史
ACIAlbertsons Companies, Inc.COMMON STOCK16$344<0.1%+16新進歷史
NGVTIngevity CorpCOM8$345<0.1%00.0%不變歷史
ASNDAscendis Pharma A/SSPONSORED ADR2$345<0.1%00.0%不變歷史
KBHKB HomeCOM7$371<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM195$411<0.1%00.0%不變歷史
WEXWEX Inc.COM3$441<0.1%+3新進歷史
GMEDGlobus Medical IncStock8$472<0.1%+8新進歷史
HTZWWHertz Global Holdings, IncCommon Stock131$478<0.1%00.0%不變歷史
KNTKKinetik Holdings Inc.COM NEW CL A11$485<0.1%00.0%不變歷史
FUTUFutu Holdings LtdSPON ADS CL A4$494<0.1%−11−73.3%減碼歷史
SNDXSyndax Pharmaceuticals IncCOM54$506<0.1%+54新進歷史
ARWArrow Electronics, Inc.COM4$510<0.1%−24−85.7%減碼歷史
UGIUgi CorpStock15$546<0.1%00.0%不變歷史
GTXGarrett Motion Inc.Stock56$589<0.1%00.0%不變歷史
DHTDHT Holdings, Inc.SHS NEW55$595<0.1%+55新進歷史
LYFTLyft, Inc.CL A COM38$599<0.1%+19+100.0%加碼歷史
TDCTeradata CorpStock27$602<0.1%+20+285.7%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS36$603<0.1%−34−48.6%減碼歷史
Chart Inds Inc16115Q4076.75DP CNV PFD B10$604<0.1%00.0%不變–
RGENRepligen CorpCOM5$622<0.1%−21−80.8%減碼歷史
WPMWheaton Precious Metals Corp.COM7$629<0.1%00.0%不變歷史
LOGILogitech International S.A.SHS7$631<0.1%−2−22.2%減碼歷史
RXRXRecursion Pharmaceuticals, Inc.CL A126$638<0.1%+126新進歷史
STRSitio Royalties Corp.CLASS A COM35$643<0.1%−47,063−99.9%減碼歷史
ARMArm Holdings PLCADR4$647<0.1%00.0%不變歷史
VSHVishay Intertechnology IncCOM41$651<0.1%+41新進歷史
CPACopa Holdings, S.A.CL A6$660<0.1%+6新進歷史
SBRSabine Royalty TrustUNIT BEN INT10$667<0.1%+10新進歷史
TNDMTandem Diabetes Care IncCOM NEW36$671<0.1%+36新進歷史
LKFTLakefront Biotherapeutics NVSPON ADR24$672<0.1%+24新進歷史
PATHUiPath, Inc.Stock53$678<0.1%+53新進歷史
WMSAdvanced Drainage Systems, Inc.COM6$689<0.1%−5−45.5%減碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF8$702<0.1%00.0%不變–
MMSMaximus, Inc.COM10$702<0.1%00.0%不變歷史
DXCDXC Technology CoStock46$703<0.1%−354−88.5%減碼歷史
VRNSVaronis Systems IncCOM14$711<0.1%−17−54.8%減碼歷史
GRALGRAIL, Inc.COM14$720<0.1%−57−80.3%減碼歷史
UUnity Software Inc.COM30$726<0.1%+23+328.6%加碼歷史
ICLRIcon PLCCOM5$727<0.1%−424−98.8%減碼歷史
XHRXenia Hotels & Resorts, Inc.COM59$742<0.1%00.0%不變歷史
TSTenaris SASPONSORED ADS21$785<0.1%−46−68.7%減碼歷史
NTLAIntellia Therapeutics, Inc.COM84$788<0.1%+84新進歷史
OSKOshkosh CorpCOM7$795<0.1%+2+40.0%加碼歷史
EXASExact Sciences CorpCOM15$797<0.1%+9+150.0%加碼歷史
WisdomTree Tr97717W851JAPN HEDGE EQT7$800<0.1%+7新進–
AIC3.ai, Inc.Stock33$811<0.1%−52−61.2%減碼歷史
AAONAaon, Inc.COM PAR $0.00411$811<0.1%−27−71.1%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD10$821<0.1%+10新進–
UIUbiquiti Inc.COM2$823<0.1%−2−50.0%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW27$827<0.1%−25−48.1%減碼歷史
GTYGetty Realty CorpCOM30$829<0.1%00.0%不變歷史
SONOSonos IncCOM77$832<0.1%+77新進歷史

2025 年第 1 季之後清倉(134 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 134 檔。

TD Private Client Wealth LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
DFSDiscover Financial ServicesCOM17,978$306.9 萬0.1%歷史
JLLJones Lang Lasalle IncCOM3,054$75.7 萬<0.1%歷史
ABGAsbury Automotive Group IncCOM890$19.7 萬<0.1%歷史
iShares Tr46428951110+ YR INVST GRD869$4.37 萬<0.1%–
STCStewart Information Services CorpCOM558$3.98 萬<0.1%歷史
CRICarters IncCOM882$3.61 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT883$3.40 萬<0.1%–
BILIBilibili Inc.SPONS ADS REP Z1,772$3.39 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A1,877$2.94 萬<0.1%歷史
KFRCKforce IncCOM544$2.66 萬<0.1%歷史
OTTROtter Tail CorpCOM329$2.64 萬<0.1%歷史
HELEHelen of Troy LtdStock452$2.42 萬<0.1%歷史
CECelanese CorpStock255$1.45 萬<0.1%歷史
TFXTeleflex IncCOM102$1.41 萬<0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM102$1.35 萬<0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES629$1.22 萬<0.1%歷史
CNNECannae Holdings, Inc.COM636$1.17 萬<0.1%歷史
WDSWoodside Energy Group LtdADR759$1.10 萬<0.1%歷史
BERYBerry Global Group, Inc.COM119$8,307<0.1%歷史
ENOVEnovis CORPCOM176$6,725<0.1%歷史
OGNOrganon & Co.Stock401$5,971<0.1%歷史
BIOBio-Rad Laboratories, Inc.CL A23$5,602<0.1%歷史
GAPGap IncCOM265$5,462<0.1%歷史
WWDWoodward, Inc.COM27$4,927<0.1%歷史
SPDR Series Trust78468R606ST PORT HIGH ETF197$4,614<0.1%–
RNRRenaissancere Holdings LtdCOM18$4,320<0.1%歷史
IOTSamsara Inc.Stock107$4,101<0.1%歷史
GATXGatx CorpCOM26$4,037<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A133$3,564<0.1%歷史
CASHPathward Financial, Inc.COM48$3,502<0.1%歷史
COOPMaverick Merger Sub 2, LLCCOM27$3,229<0.1%歷史
AZTAAzenta, Inc.COM93$3,222<0.1%歷史
INDBIndependent Bank CorpCOM49$3,070<0.1%歷史
VIRTVirtu Financial, Inc.CL A80$3,050<0.1%歷史
SWXSouthwest Gas Holdings, Inc.COM41$2,944<0.1%歷史
AALAmerican Airlines Group Inc.Stock261$2,754<0.1%歷史
PLMRPalomar Holdings, Inc.Stock20$2,742<0.1%歷史
SKWDSkyward Specialty Insurance Group, Inc.COM50$2,646<0.1%歷史
COLDAmericold Realty TrustCOM122$2,618<0.1%歷史
KNFKnife River CorpStock29$2,616<0.1%歷史
PORPortland General Electric CoCOM NEW55$2,453<0.1%歷史
RDFNRedfin CorpCOM265$2,441<0.1%歷史
CCChemours CoStock170$2,300<0.1%歷史
SLGSL Green Realty CorpCOM39$2,250<0.1%歷史
OSISOsi Systems IncCOM11$2,138<0.1%歷史
PIPRPiper Sandler CompaniesCOM8$1,981<0.1%歷史
WDWalker & Dunlop, Inc.COM23$1,963<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS30$1,905<0.1%歷史
CPRXCatalyst Pharmaceuticals, Inc.COM76$1,843<0.1%歷史
WHDCactus, Inc.CL A39$1,787<0.1%歷史
EPACEnerpac Tool Group CorpCL A COM39$1,750<0.1%歷史
BOOTBoot Barn Holdings, Inc.COM16$1,719<0.1%歷史
AVAAvista CorpCOM40$1,675<0.1%歷史
BCPCBalchem CorpCOM10$1,660<0.1%歷史
AXSMAxsome Therapeutics, Inc.COM14$1,633<0.1%歷史
AEISAdvanced Energy Industries IncCOM17$1,620<0.1%歷史
CRNXCrinetics Pharmaceuticals, Inc.COM48$1,610<0.1%歷史
HPHelmerich & Payne, Inc.COM61$1,593<0.1%歷史
MRXMarex Group LtdORD45$1,589<0.1%歷史
GTLSChart Industries IncCOM11$1,588<0.1%歷史
GOLFAcushnet Holdings Corp.COM23$1,579<0.1%歷史
ITRIItron, Inc.COM15$1,571<0.1%歷史
FORForestar Group Inc.COM72$1,522<0.1%歷史
ATMUAtmus Filtration Technologies Inc.COM41$1,506<0.1%歷史
NSPInsperity, Inc.COM16$1,428<0.1%歷史
MURMurphy Oil CorpCOM50$1,420<0.1%歷史
MTHMeritage Homes CORPCOM20$1,418<0.1%歷史
LMBLimbach Holdings, Inc.COM19$1,415<0.1%歷史
HQYHealthequity, Inc.COM16$1,414<0.1%歷史
SMSM Energy CoCOM47$1,408<0.1%歷史
ATIAti IncStock27$1,405<0.1%歷史
CALXCalix, IncCOM39$1,382<0.1%歷史
IPARInterparfums IncCOM12$1,366<0.1%歷史
AROCArchrock, Inc.COM52$1,364<0.1%歷史
AGNTAGNT, Inc.COM136$1,330<0.1%歷史
EWTXEdgewise Therapeutics, Inc.COM60$1,320<0.1%歷史
XRAYDentsply Sirona Inc.Stock82$1,225<0.1%歷史
CSWCSW Industrials, Inc.COM4$1,166<0.1%歷史
ESLTElbit Systems LtdStock3$1,147<0.1%歷史
FTAIFTAI Aviation Ltd.SHS10$1,110<0.1%歷史
COCOVita Coco Company, Inc.COM36$1,103<0.1%歷史
BBIOBridgeBio Pharma, Inc.COM31$1,072<0.1%歷史
CARGCarGurus, Inc.COM CL A36$1,049<0.1%歷史
NCNOnCino, Inc.COM38$1,044<0.1%歷史
MYRGMyr Group Inc.COM9$1,018<0.1%歷史
WVEWave Life Sciences, Inc.SHS126$1,018<0.1%歷史
ALKSAlkermes plc.SHS28$925<0.1%歷史
CRDOCredo Technology Group Holding LtdStock23$924<0.1%歷史
ARCBArcbest CorpCOM13$918<0.1%歷史
SNSharkNinja, Inc.COM SHS11$918<0.1%歷史
AINAlbany International CorpCL A13$898<0.1%歷史
NOVTNovanta IncCOM7$895<0.1%歷史
SMTCSemtech CorpStock25$860<0.1%歷史
CORZCore Scientific, Inc.COM116$840<0.1%歷史
RMBSRambus IncCOM16$828<0.1%歷史
NMRNomura Holdings IncSPONSORED ADR133$818<0.1%歷史
Barrick Gold Corp067901108COM37$719<0.1%–
SLNOSoleno Therapeutics IncCOM10$715<0.1%歷史
FUBOFuboTV Inc.COM243$710<0.1%歷史
OUSTOuster, Inc.COM NEW77$691<0.1%歷史