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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
VSXYVictoria's Secret & Co.COMMON STOCK45$833<0.1%00.0%不變歷史
MDBMongoDB, Inc.CL A4$840<0.1%−2−33.3%減碼歷史
PCHPotlatchdeltic CorpCOM22$844<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock10$849<0.1%−6−37.5%減碼歷史
RRXRegal Rexnord CorpCOM6$870<0.1%00.0%不變歷史
LBRDKLiberty Broadband CorpCOM SER C9$885<0.1%00.0%不變歷史
LNTHLantheus Holdings, Inc.Stock11$900<0.1%−20−64.5%減碼歷史
TOLToll Brothers, Inc.COM8$913<0.1%+8新進歷史
AISPAirship AI Holdings, Inc.COM157$925<0.1%−20−11.3%減碼歷史
BBNXBeta Bionics, Inc.COM66$961<0.1%+66新進歷史
Chesapeake Energy Corp165167180*W EXP 03/01/2029$971<0.1%00.0%不變–
ASIXAdvanSix Inc.COM42$998<0.1%00.0%不變歷史
EWBCEast West Bancorp IncCOM10$1,010<0.1%+10新進歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX10$1,012<0.1%+10新進–
CCOICogent Communications Holdings, Inc.COM NEW21$1,012<0.1%00.0%不變歷史
FYBRFrontier Communications Parent, Inc.COM28$1,019<0.1%+28新進歷史
PRKSUnited Parks & Resorts Inc.COM22$1,037<0.1%+22新進歷史
COLMColumbia Sportswear CoCOM17$1,038<0.1%00.0%不變歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A28$1,068<0.1%+28新進歷史
FOURShift4 Payments, Inc.CL A11$1,090<0.1%−42−79.2%減碼歷史
WBSWebster Financial CorpCOM20$1,092<0.1%+20新進歷史
BBarrick Mining CorpStock53$1,103<0.1%+53新進歷史
PNFPPinnacle Financial Partners, Inc.COM10$1,104<0.1%00.0%不變歷史
TXNMTXNM Energy IncCOM20$1,126<0.1%+20新進歷史
ALB.PAAlbemarle Corp7.25% DEP SHS A36$1,156<0.1%+25+227.3%加碼歷史
ARES.PBAres Management Corp6.75 SE B PFD22$1,166<0.1%00.0%不變歷史
AHRAmerican Healthcare REIT, Inc.COM SHS33$1,212<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM351$1,225<0.1%+351新進歷史
DUOLDuolingo, Inc.CL A COM3$1,230<0.1%−1−25.0%減碼歷史
MMacy's, Inc.COM106$1,236<0.1%−6−5.4%減碼歷史
TEMTempus AI, Inc.CL A20$1,271<0.1%+20新進歷史
ALLYAlly Financial Inc.Stock33$1,285<0.1%00.0%不變歷史
BLBDBlue Bird CorpCOM30$1,295<0.1%+30新進歷史
DSGXDescartes Systems Group IncCOM13$1,321<0.1%−25−65.8%減碼歷史
CERTCertara, Inc.COM113$1,322<0.1%−101−47.2%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF48$1,328<0.1%+48新進–
RPRXRoyalty Pharma plcSHS CLASS A37$1,333<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW32$1,336<0.1%−48−60.0%減碼歷史
Apollo Global Mgmt Inc03769M304SER A MAND CNV18$1,347<0.1%+9+100.0%加碼–
BIRKBirkenstock Holding plcCOM SHS28$1,377<0.1%00.0%不變歷史
PACPacific Airport GroupSPON ADS B6$1,378<0.1%00.0%不變歷史
CPRICapri Holdings LtdSHS78$1,381<0.1%−17−17.9%減碼歷史
APPFAppfolio IncCOM CL A6$1,382<0.1%+6新進歷史
INSPInspire Medical Systems, Inc.COM11$1,427<0.1%+6+120.0%加碼歷史
FPIFarmland Partners Inc.COM125$1,439<0.1%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF11$1,466<0.1%+11新進–
INVHInvitation Homes Inc.COM45$1,476<0.1%+45新進歷史
Carnival Corp Ltd.14365C103ADR58$1,480<0.1%+31+114.8%加碼–
SLVMSylvamo CorpCOMMON STOCK30$1,503<0.1%00.0%不變歷史
VFCV F CorpStock128$1,504<0.1%+128新進歷史
DOMOHuckleberry.ai, Inc.Stock108$1,509<0.1%00.0%不變歷史
XPOXPO, Inc.COM12$1,515<0.1%00.0%不變歷史
JBTMJBT Marel CorpCOM13$1,563<0.1%+13新進歷史
SMMTSummit Therapeutics Inc.COM74$1,575<0.1%+74新進歷史
OUTOUTFRONT Media Inc.REIT100$1,632<0.1%00.0%不變歷史
Global X FDS37954Y475S&P 500 COVERED42$1,635<0.1%00.0%不變–
WWayfair Inc.CL A32$1,636<0.1%+32新進歷史
SLFSun Life Financial IncCOM25$1,661<0.1%00.0%不變歷史
OMABCentral North Airport GroupSPON ADR16$1,688<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR15$1,701<0.1%+11+275.0%加碼歷史
BROSDutch Bros Inc.CL A25$1,709<0.1%−46−64.8%減碼歷史
WSCWillScot Holdings CorpCOM CL A63$1,726<0.1%+10+18.9%加碼歷史
ORIOld Republic International CorpCOM45$1,730<0.1%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM44$1,738<0.1%+44新進歷史
SRDXSurmodics IncCOM59$1,753<0.1%+59新進歷史
APLSApellis Pharmaceuticals, Inc.COM102$1,766<0.1%+44+75.9%加碼歷史
EPR.PCEpr PropertiesPFD C CV 5.75%71$1,779<0.1%00.0%不變歷史
KWRQuaker Chemical CorpCOM16$1,791<0.1%00.0%不變歷史
NUNu Holdings Ltd.ORD SHS CL A131$1,797<0.1%00.0%不變歷史
LBTYALiberty Global Ltd.COM CL A180$1,802<0.1%00.0%不變歷史
PCG.PXPG&E CorpPFD CONV SER A49$1,842<0.1%+49新進歷史
ZSZscaler, Inc.Stock6$1,884<0.1%00.0%不變歷史
PRMPerimeter Solutions, Inc.COMMON STOCK136$1,893<0.1%+136新進歷史
DAYDayforce, Inc.COM35$1,939<0.1%−9−20.5%減碼歷史
DYDycom Industries IncCOM8$1,955<0.1%00.0%不變歷史
VKTXViking Therapeutics, Inc.COM74$1,961<0.1%+62+516.7%加碼歷史
PCORProcore Technologies, Inc.COM29$1,984<0.1%+29新進歷史
ADTADT Inc.COM236$1,999<0.1%−30−11.3%減碼歷史
EFCEllington Financial Inc.COM154$2,000<0.1%00.0%不變歷史
LBTYKLiberty Global Ltd.COM CL C196$2,021<0.1%+196新進歷史
NOGNorthern Oil & Gas, Inc.COM72$2,041<0.1%00.0%不變歷史
AESIAtlas Energy Solutions Inc.COM NEW153$2,046<0.1%00.0%不變歷史
REZIResideo Technologies, Inc.Stock93$2,052<0.1%00.0%不變歷史
BMIBadger Meter IncCOM9$2,166<0.1%00.0%不變歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20$2,171<0.1%00.0%不變–
ASAmer Sports, Inc.COM SHS56$2,171<0.1%−22−28.2%減碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A23$2,184<0.1%+23新進歷史
NWSANews CorpCL A74$2,199<0.1%−131−63.9%減碼歷史
IONQIonQ, Inc.COM52$2,234<0.1%−7−11.9%減碼歷史
RYANRyan Specialty Holdings, Inc.CL A33$2,244<0.1%+33新進歷史
OVVOvintiv Inc.COM59$2,245<0.1%−207−77.8%減碼歷史
CMBTCmb.tech NVSHS250$2,255<0.1%00.0%不變歷史
PIMCO ETF Tr72201R585MULTISECTOR BD85$2,256<0.1%+85新進–
CHXChampionX CorpCOM91$2,260<0.1%−78−46.2%減碼歷史
ARCCAres Capital CorpCEF105$2,306<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR105$2,365<0.1%+105新進歷史
CBTCabot CorpCOM32$2,400<0.1%00.0%不變歷史
iShares Inc464286806MSCI GERMANY ETF57$2,412<0.1%−6−9.5%減碼–
OHIOmega Healthcare Investors IncCOM66$2,419<0.1%00.0%不變歷史
HMCHonda Motor Co LtdADR ECH CNV IN 384$2,422<0.1%+12+16.7%加碼歷史

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