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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
SGISomnigroup International Inc.COM493$3.35 萬<0.1%+465+1,660.7%加碼歷史
LNTAlliant Energy CorpStock557$3.37 萬<0.1%+36+6.9%加碼歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL973$3.37 萬<0.1%+14+1.5%加碼–
NICENICE Ltd.SPONSORED ADR200$3.38 萬<0.1%−34−14.5%減碼歷史
APAAPA CorpStock1,866$3.41 萬<0.1%+1,104+144.9%加碼歷史
DKNGDraftKings Inc.Stock800$3.43 萬<0.1%+282+54.4%加碼歷史
MTBM&T Bank CorpCOM177$3.43 萬<0.1%−37−17.3%減碼歷史
ULTAUlta Beauty, Inc.Stock74$3.46 萬<0.1%−46−38.3%減碼歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF422$3.47 萬<0.1%−40−8.7%減碼–
EXPDExpeditors International of Washington IncCOM308$3.52 萬<0.1%−64−17.2%減碼歷史
NBTBNBT Bancorp IncCOM867$3.60 萬<0.1%00.0%不變歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF1,132$3.64 萬<0.1%−828−42.2%減碼–
ZDZiff Davis, Inc.COM1,211$3.67 萬<0.1%+1,211新進歷史
OZKBank OZKCOM786$3.70 萬<0.1%+16+2.1%加碼歷史
Vanguard Scottsdale FDS92206C623VNG RUS2000GRW178$3.71 萬<0.1%−128−41.8%減碼–
HSYHershey CoCOM228$3.78 萬<0.1%−77−25.2%減碼歷史
ELEstee Lauder Companies IncCL A478$3.86 萬<0.1%+340+246.4%加碼歷史
NEUNewmarket CorpCOM56$3.87 萬<0.1%−11−16.4%減碼歷史
MOSMosaic CoCOM1,063$3.88 萬<0.1%+62+6.2%加碼歷史
AMPHAmphastar Pharmaceuticals, Inc.COM1,695$3.89 萬<0.1%−32−1.9%減碼歷史
LLoews CorpCOM425$3.90 萬<0.1%−18−4.1%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF623$3.90 萬<0.1%−313−33.4%減碼–
MZTIMarzetti CoCOM226$3.90 萬<0.1%−9−3.8%減碼歷史
SMCISuper Micro Computer, Inc.Stock800$3.92 萬<0.1%+252+46.0%加碼歷史
SBACSba Communications CorpCL A167$3.92 萬<0.1%+25+17.6%加碼歷史
GLGlobe Life Inc.COM316$3.93 萬<0.1%+316新進歷史
CACCCredit Acceptance CorpCOM78$3.97 萬<0.1%−3−3.7%減碼歷史
ENTGEntegris IncCOM494$3.98 萬<0.1%−423−46.1%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF500$3.99 萬<0.1%+500新進–
HEIHeico CorpCOM124$4.07 萬<0.1%−334−72.9%減碼歷史
Lattice Strategies Tr518416870HART DI EQUI ETF688$4.09 萬<0.1%−1,058−60.6%減碼–
BLDRBuilders FirstSource, Inc.Stock354$4.13 萬<0.1%−5,219−93.6%減碼歷史
BIIBBiogen Inc.COM338$4.24 萬<0.1%+326+2,716.7%加碼歷史
SNOWSnowflake Inc.Stock190$4.25 萬<0.1%−642−77.2%減碼歷史
HALHalliburton CoStock2,088$4.26 萬<0.1%+144+7.4%加碼歷史
BKRBaker Hughes CoCL A1,115$4.27 萬<0.1%−384−25.6%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS2,117$4.29 萬<0.1%+34+1.6%加碼歷史
SANBanco Santander, S.A.ADR5,203$4.32 萬<0.1%+4,304+478.8%加碼歷史
FFIVF5, Inc.Stock147$4.33 萬<0.1%−33−18.3%減碼歷史
GPKGraphic Packaging Holding CoCOM2,098$4.42 萬<0.1%−21,844−91.2%減碼歷史
SRADSportradar Group AGCLASS A ORD SHS1,579$4.43 萬<0.1%+1,529+3,058.0%加碼歷史
INSWInternational Seaways, Inc.COM1,217$4.44 萬<0.1%+1+0.1%加碼歷史
CXTCrane NXT, Co.COM828$4.46 萬<0.1%00.0%不變歷史
iShares Tr46434V4070-5YR HI YL CP1,036$4.47 萬<0.1%+1,036新進–
CHDChurch & Dwight Co IncCOM468$4.50 萬<0.1%−99−17.5%減碼歷史
NTRSNorthern Trust CorpCOM359$4.55 萬<0.1%−18−4.8%減碼歷史
REGRegency Centers CorpCOM652$4.64 萬<0.1%−114−14.9%減碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW576$4.65 萬<0.1%−1,097−65.6%減碼–
SOFISoFi Technologies, Inc.Stock2,562$4.67 萬<0.1%+1,553+153.9%加碼歷史
OKTAOkta, Inc.CL A468$4.68 萬<0.1%−93−16.6%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM4,078$4.68 萬<0.1%+2,015+97.7%加碼歷史
HUMHumana IncStock192$4.69 萬<0.1%−1,933−91.0%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF863$4.69 萬<0.1%−303−26.0%減碼–
LUVSouthwest Airlines CoCOM1,448$4.70 萬<0.1%+585+67.8%加碼歷史
KKellanovaStock595$4.73 萬<0.1%+36+6.4%加碼歷史
TYLTyler Technologies IncCOM81$4.80 萬<0.1%+8+11.0%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF951$4.82 萬<0.1%+951新進–
BROBrown & Brown, Inc.Stock436$4.83 萬<0.1%+123+39.3%加碼歷史
BXPBXP, Inc.COM717$4.84 萬<0.1%+32+4.7%加碼歷史
SJMJ M SMUCKER CoStock495$4.86 萬<0.1%+402+432.3%加碼歷史
FCFFirst Commonwealth Financial CorpCOM3,000$4.87 萬<0.1%00.0%不變歷史
HSICHenry Schein IncCOM668$4.88 萬<0.1%+339+103.0%加碼歷史
EVRGEvergy, Inc.Stock711$4.90 萬<0.1%+105+17.3%加碼歷史
BANFBancfirst CorpCOM401$4.96 萬<0.1%00.0%不變歷史
CFCF Industries Holdings, Inc.COM548$5.04 萬<0.1%+67+13.9%加碼歷史
CHDNChurchill Downs IncCOM500$5.05 萬<0.1%−36−6.7%減碼歷史
DIAXNuveen Dow 30sm Dynamic Overwrite FundSHS3,540$5.08 萬<0.1%00.0%不變歷史
RJFRaymond James Financial IncCOM337$5.17 萬<0.1%+108+47.2%加碼歷史
iShares Tr464289180MSCI EURO FL ETF1,635$5.17 萬<0.1%+385+30.8%加碼–
ASOAcademy Sports & Outdoors, Inc.COM1,156$5.18 萬<0.1%00.0%不變歷史
PSOPearson PLCSPONSORED ADR3,492$5.21 萬<0.1%+1,859+113.8%加碼歷史
GLWCorning IncCOM1,001$5.26 萬<0.1%−57−5.4%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS3,854$5.29 萬<0.1%−255−6.2%減碼歷史
KIMKimco Realty CorpCOM2,536$5.33 萬<0.1%+46+1.8%加碼歷史
WAFDWafd IncStock1,864$5.46 萬<0.1%−138−6.9%減碼歷史
FFINFirst Financial Bankshares IncCOM1,538$5.53 萬<0.1%00.0%不變歷史
BCSBarclays PLCADR3,001$5.58 萬<0.1%+3,001新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR3,696$5.58 萬<0.1%−442−10.7%減碼歷史
BLKBBlackbaud IncCOM871$5.59 萬<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM108$5.67 萬<0.1%−19−15.0%減碼歷史
MGMMGM Resorts InternationalStock1,661$5.71 萬<0.1%00.0%不變歷史
CHTRCharter Communications, Inc.CL A140$5.72 萬<0.1%+23+19.7%加碼歷史
WTMWhite Mountains Insurance Group LtdCOM32$5.75 萬<0.1%+1+3.2%加碼歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF633$5.75 萬<0.1%+633新進–
CRTOCriteo S.A.SPONS ADS2,405$5.76 萬<0.1%−8−0.3%減碼歷史
AVBAvalonbay Communities IncCOM284$5.78 萬<0.1%−4−1.4%減碼歷史
VRSNVerisign IncCOM204$5.89 萬<0.1%+204新進歷史
COLLCollegium Pharmaceutical, IncCOM2,007$5.93 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A607ST STR DOW REIT621$5.99 萬<0.1%−411−39.8%減碼–
RMDResmed IncCOM233$6.01 萬<0.1%−31−11.7%減碼歷史
PODDInsulet CorpStock192$6.03 萬<0.1%−10−5.0%減碼歷史
GNRCGenerac Holdings Inc.Stock423$6.06 萬<0.1%−15−3.4%減碼歷史
DVADavita Inc.COM431$6.14 萬<0.1%−5,272−92.4%減碼歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR817$6.14 萬<0.1%+108+15.2%加碼歷史
LYVLive Nation Entertainment, Inc.COM409$6.19 萬<0.1%+409新進歷史
MFGMizuho Financial Group IncSPONSORED ADR11,338$6.30 萬<0.1%+11,338新進歷史
BLDQXO Insulation, LLCStock195$6.31 萬<0.1%+28+16.8%加碼歷史
IVZInvesco Ltd.Stock4,010$6.32 萬<0.1%+407+11.3%加碼歷史
TNCTennant CoCOM818$6.34 萬<0.1%00.0%不變歷史
iShares Tr464288257MSCI ACWI ETF504$6.48 萬<0.1%−18−3.4%減碼–

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