跳到主要內容
Livermore
Livermore
中文EN

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
ACMAecomCOM1,176$13.3 萬<0.1%+9+0.8%加碼歷史
CACICACI International IncCL A279$13.3 萬<0.1%−26−8.5%減碼歷史
PSNParsons CorpCOM1,856$13.3 萬<0.1%00.0%不變歷史
BBWIBath & Body Works, Inc.COM4,460$13.4 萬<0.1%+1,155+34.9%加碼歷史
SFStifel Financial CorpCOM1,303$13.5 萬<0.1%−1,071−45.1%減碼歷史
AVYAvery Dennison CorpCOM775$13.6 萬<0.1%−231−23.0%減碼歷史
IBPInstalled Building Products, Inc.COM755$13.6 萬<0.1%−379−33.4%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF2,602$13.6 萬<0.1%+2,602新進–
Schwab Strategic Tr808524862SHT TM US TRES5,681$13.9 萬<0.1%−48−0.8%減碼–
VCTRVictory Capital Holdings, Inc.COM CL A2,177$13.9 萬<0.1%00.0%不變歷史
BWABorgwarner IncCOM4,164$13.9 萬<0.1%+1,202+40.6%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR4,925$14.1 萬<0.1%+4,849+6,380.3%加碼歷史
APLEApple Hospitality REIT, Inc.REIT12,341$14.4 萬<0.1%−679−5.2%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF679$14.9 萬<0.1%−88−11.5%減碼–
EQIXEquinix IncCOM189$15.0 萬<0.1%−16−7.8%減碼歷史
FULTFulton Financial CorpCOM8,402$15.2 萬<0.1%+25+0.3%加碼歷史
WTFCWintrust Financial CorpCOM1,232$15.3 萬<0.1%−438−26.2%減碼歷史
WFRDWeatherford International plcORD SHS3,075$15.5 萬<0.1%+715+30.3%加碼歷史
ELSEquity Lifestyle Properties IncCOM2,528$15.6 萬<0.1%−155−5.8%減碼歷史
SONSonoco Products CoCOM3,641$15.9 萬<0.1%−475−11.5%減碼歷史
DINOHF Sinclair CorpCOM3,881$15.9 萬<0.1%−708−15.4%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock314$16.0 萬<0.1%−584−65.0%減碼歷史
IDCCInterDigital, Inc.COM721$16.2 萬<0.1%−197−21.5%減碼歷史
TUTelus CorpCOM10,086$16.2 萬<0.1%−314−3.0%減碼歷史
RCIRogers Communications IncCL B5,461$16.2 萬<0.1%+330+6.4%加碼歷史
CPTCamden Property TrustREIT1,452$16.4 萬<0.1%−26−1.8%減碼歷史
GEHCGE HealthCare Technologies Inc.Stock2,210$16.4 萬<0.1%−11,553−83.9%減碼歷史
CSGSCSG Systems International IncCOM2,514$16.4 萬<0.1%+390+18.4%加碼歷史
GILGildan Activewear Inc.Stock3,347$16.5 萬<0.1%−198−5.6%減碼歷史
STZConstellation Brands, Inc.Stock1,020$16.6 萬<0.1%−2,419−70.3%減碼歷史
CVLTCommvault Systems IncCOM956$16.7 萬<0.1%00.0%不變歷史
SMPLSimply Good Foods CoCOM5,277$16.7 萬<0.1%−45−0.8%減碼歷史
EWEdwards Lifesciences CorpStock2,156$16.9 萬<0.1%+2,156新進歷史
DORMDorman Products, Inc.COM1,376$16.9 萬<0.1%+801+139.3%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM2,977$16.9 萬<0.1%+1,286+76.0%加碼–
GPCGenuine Parts CoStock1,411$17.1 萬<0.1%−278−16.5%減碼歷史
RBLXRoblox CorpStock1,636$17.2 萬<0.1%+638+63.9%加碼歷史
PEGPublic Service Enterprise Group IncCOM2,046$17.2 萬<0.1%−95−4.4%減碼歷史
MELIMercadolibre IncCOM66$17.3 萬<0.1%00.0%不變歷史
NRGNRG Energy, Inc.Stock1,083$17.4 萬<0.1%−2,962−73.2%減碼歷史
VRTVertiv Holdings CoCOM CL A1,363$17.5 萬<0.1%+853+167.3%加碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF4,133$17.6 萬<0.1%+351+9.3%加碼–
BBYBest Buy Co IncStock2,627$17.6 萬<0.1%−230−8.1%減碼歷史
NVONovo Nordisk A SADR2,580$17.8 萬<0.1%−331−11.4%減碼歷史
Global X FDS37954Y673US INFR DEV ETF4,106$17.9 萬<0.1%−2,256−35.5%減碼–
EXLSExlService Holdings, Inc.COM4,098$17.9 萬<0.1%00.0%不變歷史
GWWW.W. Grainger, Inc.Stock173$18.0 萬<0.1%−25−12.6%減碼歷史
IPInternational Paper CoCOM3,871$18.1 萬<0.1%+1,121+40.8%加碼歷史
VMRKVivmark ResidentialSH BEN INT2,688$18.1 萬<0.1%+566+26.7%加碼歷史
EQNREquinor ASASPONSORED ADR7,239$18.2 萬<0.1%−547−7.0%減碼歷史
MCOMoodys CorpStock365$18.3 萬<0.1%−14−3.7%減碼歷史
DTEDte Energy CoCOM1,387$18.4 萬<0.1%+41+3.0%加碼歷史
CPCanadian Pacific Kansas City LtdCOM2,330$18.5 萬<0.1%−302−11.5%減碼歷史
AMGAffiliated Managers Group, Inc.Stock939$18.5 萬<0.1%+1+0.1%加碼歷史
FDXFedEx CorpStock817$18.6 萬<0.1%−794−49.3%減碼歷史
LULUlululemon athletica inc.Stock782$18.6 萬<0.1%−754−49.1%減碼歷史
INGING Groep NVSPONSORED ADR8,560$18.7 萬<0.1%+2,603+43.7%加碼歷史
ONOn Semiconductor CorpStock3,575$18.7 萬<0.1%+3,575新進歷史
OWLBlue Owl Capital Inc.COM CL A9,795$18.8 萬<0.1%−12,668−56.4%減碼歷史
CEGConstellation Energy CorpStock584$18.8 萬<0.1%−655−52.9%減碼歷史
TTWOTake Two Interactive Software IncCOM783$19.0 萬<0.1%−180−18.7%減碼歷史
RLRalph Lauren CorpCL A694$19.0 萬<0.1%+157+29.2%加碼歷史
TSCOTractor Supply CoCOM3,684$19.4 萬<0.1%−5,897−61.5%減碼歷史
RRyder System IncCOM1,225$19.5 萬<0.1%00.0%不變歷史
FMXMexican Economic Development IncSPON ADR UNITS1,908$19.6 萬<0.1%+68+3.7%加碼歷史
PRUPrudential Financial IncStock1,842$19.8 萬<0.1%−46−2.4%減碼歷史
MTDMettler Toledo International IncCOM169$19.9 萬<0.1%−45−21.0%減碼歷史
CADECadence BancorporationEQUITY US CM6,209$19.9 萬<0.1%−99−1.6%減碼歷史
iShares Tr46435G268RUSEL 2500 ETF2,933$19.9 萬<0.1%+81+2.8%加碼–
WTRGEssential Utilities, Inc.COM5,361$19.9 萬<0.1%−100−1.8%減碼歷史
CNCCentene CorpStock3,681$20.0 萬<0.1%−198−5.1%減碼歷史
DOCHealthpeak Properties, Inc.COM11,442$20.0 萬<0.1%−6,012−34.4%減碼歷史
STTState Street CorpCOM1,897$20.2 萬<0.1%−146−7.1%減碼歷史
BDCBelden Inc.COM1,751$20.3 萬<0.1%00.0%不變歷史
DCIDonaldson Co IncStock2,932$20.3 萬<0.1%−59−2.0%減碼歷史
iShares Tr464288307MRGSTR MD CP GRW2,544$20.4 萬<0.1%−155−5.7%減碼–
NETCloudflare, Inc.CL A COM1,044$20.4 萬<0.1%+414+65.7%加碼歷史
CTASCintas CorpStock918$20.5 萬<0.1%−5−0.5%減碼歷史
EXEExpand Energy CorpCOM1,751$20.5 萬<0.1%+449+34.5%加碼歷史
DVNDevon Energy CorpStock6,448$20.5 萬<0.1%+1,549+31.6%加碼歷史
iShares Tr464288604MRGSTR SM CP GR4,157$20.7 萬<0.1%−2,862−40.8%減碼–
MMSIMerit Medical Systems IncCOM2,216$20.7 萬<0.1%+97+4.6%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR13,523$20.8 萬<0.1%−103−0.8%減碼歷史
EQTEQT CorpStock3,576$20.9 萬<0.1%−364−9.2%減碼歷史
CLColgate Palmolive CoStock2,309$21.0 萬<0.1%−280−10.8%減碼歷史
EVREvercore Inc.CLASS A780$21.1 萬<0.1%−1,904−70.9%減碼歷史
ONONOn Holding AGStock4,057$21.1 萬<0.1%−3,030−42.8%減碼歷史
TDGTransDigm Group INCCOM139$21.1 萬<0.1%+21+17.8%加碼歷史
FTDRFrontdoor, Inc.COM3,588$21.1 萬<0.1%+452+14.4%加碼歷史
XYZBlock, Inc.CL A3,121$21.2 萬<0.1%+622+24.9%加碼歷史
ROSTRoss Stores, Inc.COM1,675$21.4 萬<0.1%+329+24.4%加碼歷史
NUENucor CorpCOM1,653$21.4 萬<0.1%+264+19.0%加碼歷史
COLBColumbia Banking System, Inc.COM9,233$21.6 萬<0.1%−332−3.5%減碼歷史
HWCHancock Whitney CorpCOM3,805$21.8 萬<0.1%+382+11.2%加碼歷史
DHIHorton D R IncCOM1,700$21.9 萬<0.1%+421+32.9%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99997,857$22.1 萬<0.1%+2,529+47.5%加碼歷史
AMEAmetek IncCOM1,226$22.2 萬<0.1%+276+29.1%加碼歷史
LENLennar CorpCL A2,017$22.3 萬<0.1%−778−27.8%減碼歷史
PNWPinnacle West Capital CorpCOM2,499$22.4 萬<0.1%−152−5.7%減碼歷史
KTKT CorpSPONSORED ADR10,768$22.4 萬<0.1%+798+8.0%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