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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
CHRWC. H. Robinson Worldwide, Inc.COM NEW4,155$39.9 萬<0.1%+1,699+69.2%加碼歷史
DASHDoorDash, Inc.Stock1,630$40.2 萬<0.1%+481+41.9%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF2,564$40.4 萬<0.1%−4,939−65.8%減碼–
CASYCaseys General Stores IncCOM799$40.8 萬<0.1%+765+2,250.0%加碼歷史
Vanguard Financials ETF92204A405ETF3,252$41.4 萬<0.1%+170+5.5%加碼–
KOFCoca Cola Femsa SAB de CVSPONS ADS REP4,312$41.7 萬<0.1%+592+15.9%加碼歷史
MLMMartin Marietta Materials IncCOM767$42.1 萬<0.1%−46−5.7%減碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS40,957$42.3 萬<0.1%+8,448+26.0%加碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR10,647$42.7 萬<0.1%+586+5.8%加碼–
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF23,160$42.8 萬<0.1%−7,406−24.2%減碼–
EDConsolidated Edison IncStock4,283$43.0 萬<0.1%+1,232+40.4%加碼歷史
TRMBTrimble Inc.COM5,688$43.2 萬<0.1%+278+5.1%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR18,577$43.4 萬<0.1%+1,627+9.6%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX4,132$43.4 萬<0.1%+355+9.4%加碼–
BNYBank of New York Mellon CorpStock4,796$43.7 萬<0.1%+1,280+36.4%加碼歷史
VanEck Semiconductor ETF92189F676ETF1,571$43.8 萬<0.1%+1,233+364.8%加碼–
TMToyota Motor CorpADS2,578$44.4 萬<0.1%+70+2.8%加碼歷史
WELLWelltower Inc.REIT2,924$45.0 萬<0.1%+993+51.4%加碼歷史
DALDelta Air Lines, Inc.COM NEW9,199$45.2 萬<0.1%+9,199新進歷史
UALUnited Airlines Holdings, Inc.COM5,699$45.4 萬<0.1%−578−9.2%減碼歷史
ALSNAllison Transmission Holdings IncStock4,796$45.6 萬<0.1%+465+10.7%加碼歷史
CHKPCheck Point Software Technologies LtdORD2,068$45.8 萬<0.1%+167+8.8%加碼歷史
PWRQuanta Services, Inc.COM1,213$45.9 萬<0.1%+1,213新進歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX5,303$46.3 萬<0.1%+2,374+81.1%加碼–
GDDYGoDaddy Inc.CL A2,577$46.4 萬<0.1%+54+2.1%加碼歷史
SPGSimon Property Group Inc.REIT2,887$46.4 萬<0.1%+992+52.3%加碼歷史
VTRVentas, Inc.REIT7,362$46.5 萬<0.1%+6,628+903.0%加碼歷史
HRBH&R Block IncCOM8,714$47.8 萬<0.1%−31−0.4%減碼歷史
OTISOtis Worldwide CorpStock4,891$48.4 萬<0.1%−2,723−35.8%減碼歷史
MOAltria Group, Inc.Stock8,281$48.6 萬<0.1%+1,530+22.7%加碼歷史
CDWCDW CorpCOM2,732$48.8 萬<0.1%+2,422+781.3%加碼歷史
KMIKinder Morgan, Inc.Stock16,674$49.0 萬<0.1%−7,228−30.2%減碼歷史
APTVAptiv PLCStock7,242$49.4 萬<0.1%+4,220+139.6%加碼歷史
APPAppLovin CorpCOM CL A1,425$49.9 萬<0.1%+635+80.4%加碼歷史
FTNTFortinet, Inc.Stock4,767$50.4 萬<0.1%+4,767新進歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF6,561$50.8 萬<0.1%+5,931+941.4%加碼–
FIXComfort Systems USA IncCOM950$50.9 萬<0.1%−286−23.1%減碼歷史
iShares Tr46434V464LOW CA OP MS ETF2,405$50.9 萬<0.1%+37+1.6%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF18,182$51.0 萬<0.1%−7,044−27.9%減碼–
QXOQXO, Inc.COM NEW23,707$51.1 萬<0.1%+23,707新進歷史
WDCWestern Digital CorpCOM8,075$51.7 萬<0.1%+7,584+1,544.6%加碼歷史
ULUnilever PLCSPON ADR NEW8,532$52.2 萬<0.1%−1,910−18.3%減碼歷史
VMCVulcan Materials COCOM2,003$52.2 萬<0.1%+14+0.7%加碼歷史
EMEEMCOR Group, Inc.Stock985$52.7 萬<0.1%−156−13.7%減碼歷史
ProShares Tr74348A467S&P 500 DV ARIST5,269$53.1 萬<0.1%+1,538+41.2%加碼–
HIGHartford Insurance Group, Inc.Stock4,217$53.5 萬<0.1%−287−6.4%減碼歷史
IFFInternational Flavors & Fragrances IncCOM7,284$53.6 萬<0.1%+518+7.7%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD11,776$54.4 萬<0.1%−102−0.9%減碼–
ANAutonation, Inc.COM2,790$55.4 萬<0.1%−381−12.0%減碼歷史
MAAMid America Apartment Communities Inc.COM3,779$55.9 萬<0.1%+1,020+37.0%加碼歷史
MNSTMonster Beverage CorpCOM8,965$56.2 萬<0.1%+8,965新進歷史
OMCOmnicom Group Inc.COM7,923$57.0 萬<0.1%−2,545−24.3%減碼歷史
SHOPShopify Inc.Stock5,000$57.7 萬<0.1%−12,392−71.3%減碼歷史
Vanguard Energy ETF92204A306ETF4,868$58.0 萬<0.1%+92+1.9%加碼–
EBAYeBay IncCOM7,846$58.4 萬<0.1%+969+14.1%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF1,670$58.6 萬<0.1%+1,335+398.5%加碼–
iShares Tr464288281JPMORGAN USD EMG6,333$58.7 萬<0.1%+6,330+211,000.0%加碼–
Invesco Exchange Traded FD T46137V142WATER RES ETF8,424$58.9 萬<0.1%+185+2.2%加碼–
OKEONEOK IncCOM7,217$58.9 萬<0.1%+1,827+33.9%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,083$60.2 萬<0.1%+1,357+49.8%加碼–
iShares Tr464289479CORE LT USDB ETF12,221$60.4 萬<0.1%+798+7.0%加碼–
STRLSterling Infrastructure, Inc.COM2,635$60.8 萬<0.1%−81−3.0%減碼歷史
FCXFreeport-McMoran IncStock14,239$61.7 萬<0.1%+1,371+10.7%加碼歷史
LWLamb Weston Holdings, Inc.Stock11,930$61.9 萬<0.1%+2,340+24.4%加碼歷史
SLBSLB LimitedStock18,312$61.9 萬<0.1%−13,431−42.3%減碼歷史
PSAPublic StorageCOM2,131$62.5 萬<0.1%+233+12.3%加碼歷史
AFLAflac IncStock5,955$62.8 萬<0.1%+1,123+23.2%加碼歷史
CNPCenterpoint Energy IncCOM17,229$63.3 萬<0.1%−1,913−10.0%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock2,609$63.4 萬<0.1%−305−10.5%減碼歷史
BXBlackstone Inc.COM4,262$63.8 萬<0.1%+994+30.4%加碼歷史
MSIMotorola Solutions, Inc.Stock1,518$63.8 萬<0.1%−481−24.1%減碼歷史
ROKRockwell Automation, IncStock1,924$63.9 萬<0.1%−14−0.7%減碼歷史
DGXQuest Diagnostics IncCOM3,569$64.1 萬<0.1%+1,090+44.0%加碼歷史
EXELExelixis, Inc.COM14,687$64.7 萬<0.1%+1,743+13.5%加碼歷史
iShares Tr46435G425ESG AWR MSCI USA4,880$66.0 萬<0.1%−157−3.1%減碼–
iShares Tr46428865310-20 YR TRS ETF6,556$66.6 萬<0.1%−1,953−23.0%減碼–
Vanguard Intl Equity Index F922042676GLB EX US ETF14,540$67.1 萬<0.1%+14,540新進–
KDPKeurig Dr Pepper Inc.COM20,524$67.9 萬<0.1%+9,437+85.1%加碼歷史
KEYSKeysight Technologies, Inc.Stock4,188$68.6 萬<0.1%+409+10.8%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY22,670$68.9 萬<0.1%+22,574+23,514.6%加碼歷史
TECKTeck Resources LtdCL B17,205$69.5 萬<0.1%−591−3.3%減碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF4,260$70.1 萬<0.1%+357+9.1%加碼–
Vanguard Total World Stock ETF922042742ETF5,471$70.3 萬<0.1%−100−1.8%減碼–
IRMIron Mountain IncCOM6,869$70.5 萬<0.1%+869+14.5%加碼歷史
ALLAllstate CorpStock3,509$70.6 萬<0.1%−232−6.2%減碼歷史
SPGIS&P Global Inc.Stock1,341$70.7 萬<0.1%−183−12.0%減碼歷史
PCGPG&E CorpStock50,813$70.8 萬<0.1%+2,953+6.2%加碼歷史
NEMNEWMONT CorpStock12,170$70.9 萬<0.1%+8,091+198.4%加碼歷史
HESHess CorpStock5,153$71.4 萬<0.1%−2,513−32.8%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF2,601$72.0 萬<0.1%−112−4.1%減碼–
CPAYCorpay, Inc.COM SHS2,207$73.2 萬<0.1%−74−3.2%減碼歷史
LRCXLam Research CorpStock7,533$73.3 萬<0.1%+1,248+19.9%加碼歷史
SEESealed Air CorpCOM23,776$73.8 萬<0.1%−129−0.5%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM2,362$74.0 萬<0.1%+1,629+222.2%加碼歷史
Vanguard Total International Bond ETF92203J407ETF15,097$74.7 萬<0.1%+6,686+79.5%加碼–
CCKCrown Holdings, Inc.COM7,289$75.1 萬<0.1%−118−1.6%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF7,745$75.3 萬<0.1%+2,487+47.3%加碼–
CNHCNH Industrial N.V.SHS58,272$75.5 萬<0.1%+1,066+1.9%加碼歷史
AXONAxon Enterprise, Inc.COM914$75.7 萬<0.1%−209−18.6%減碼歷史
SNPSSynopsys IncCOM1,482$76.0 萬<0.1%−862−36.8%減碼歷史

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