TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- 最新申報
- 2026/8/4
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/27 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 1,535
- 較 2025 年第 2 季 +131
- 總值
- $44.4 億
- 較 2025 年第 2 季 +$3.69 億 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FPIFarmland Partners Inc. | COM | 94 | $1,023 | <0.1% | −31−24.8% | 減碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 71 | $1,031 | <0.1% | +71 | 新進 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 28 | $1,046 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 21 | $1,056 | <0.1% | −208−90.8% | 減碼 | – |
| EWBCEast West Bancorp Inc | COM | 10 | $1,065 | <0.1% | 00.0% | 不變 | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 90 | $1,076 | <0.1% | +35+63.6% | 加碼 | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 28 | $1,081 | <0.1% | 00.0% | 不變 | 歷史 |
| RHIRobert Half Inc. | COM | 32 | $1,087 | <0.1% | −36−52.9% | 減碼 | 歷史 |
| ARES.PBAres Management Corp | 6.75 SE B PFD | 22 | $1,093 | <0.1% | 00.0% | 不變 | 歷史 |
| SABRSabre Corp | COM | 602 | $1,102 | <0.1% | +602 | 新進 | 歷史 |
| SBRSabine Royalty Trust | UNIT BEN INT | 14 | $1,112 | <0.1% | +4+40.0% | 加碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 350 | $1,124 | <0.1% | +350 | 新進 | 歷史 |
| PRKSUnited Parks & Resorts Inc. | COM | 22 | $1,137 | <0.1% | 00.0% | 不變 | 歷史 |
| LITELumentum Holdings Inc. | COM | 7 | $1,139 | <0.1% | +7 | 新進 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 29 | $1,139 | <0.1% | −13−31.0% | 減碼 | – |
| CBTCabot Corp | COM | 15 | $1,141 | <0.1% | −17−53.1% | 減碼 | 歷史 |
| INVHInvitation Homes Inc. | COM | 39 | $1,144 | <0.1% | −6−13.3% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 23 | $1,149 | <0.1% | −67−74.4% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 36 | $1,180 | <0.1% | −17−32.1% | 減碼 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 33 | $1,180 | <0.1% | +12+57.1% | 加碼 | 歷史 |
| CPACopa Holdings, S.A. | CL A | 10 | $1,188 | <0.1% | +4+66.7% | 加碼 | 歷史 |
| WBSWebster Financial Corp | COM | 20 | $1,189 | <0.1% | 00.0% | 不變 | 歷史 |
| JACKJack in the Box Inc | COM | 61 | $1,206 | <0.1% | +61 | 新進 | 歷史 |
| EFCEllington Financial Inc. | COM | 93 | $1,207 | <0.1% | −61−39.6% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 5 | $1,214 | <0.1% | +5 | 新進 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 45 | $1,221 | <0.1% | 00.0% | 不變 | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 13 | $1,225 | <0.1% | 00.0% | 不變 | 歷史 |
| MSEXMiddlesex Water Co | COM | 23 | $1,245 | <0.1% | +23 | 新進 | 歷史 |
| AWRAmerican States Water Co | COM | 17 | $1,246 | <0.1% | +17 | 新進 | 歷史 |
| OUTOUTFRONT Media Inc. | REIT | 69 | $1,264 | <0.1% | −31−31.0% | 減碼 | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 28 | $1,267 | <0.1% | 00.0% | 不變 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 1 | $1,280 | <0.1% | −1−50.0% | 減碼 | – |
| STRKStrategy Inc | SERIES A PERP PF | 14 | $1,284 | <0.1% | +14 | 新進 | 歷史 |
| XPOXPO, Inc. | COM | 10 | $1,293 | <0.1% | −2−16.7% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 33 | $1,294 | <0.1% | 00.0% | 不變 | 歷史 |
| PCG.PXPG&E Corp | PFD CONV SER A | 33 | $1,300 | <0.1% | −16−32.7% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 13 | $1,301 | <0.1% | −47−78.3% | 減碼 | 歷史 |
| UNITUniti Group Inc. | COM SHS | 213 | $1,304 | <0.1% | +213 | 新進 | 歷史 |
| BROSDutch Bros Inc. | CL A | 25 | $1,309 | <0.1% | 00.0% | 不變 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 66 | $1,311 | <0.1% | 00.0% | 不變 | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 30 | $1,327 | <0.1% | 00.0% | 不變 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 63 | $1,330 | <0.1% | 00.0% | 不變 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 18 | $1,336 | <0.1% | +7+63.6% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 10 | $1,337 | <0.1% | +5+100.0% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 102 | $1,365 | <0.1% | +49+92.5% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 3 | $1,368 | <0.1% | +2+200.0% | 加碼 | 歷史 |
| CERTCertara, Inc. | COM | 113 | $1,381 | <0.1% | 00.0% | 不變 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 33 | $1,386 | <0.1% | 00.0% | 不變 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 33 | $1,410 | <0.1% | +22+200.0% | 加碼 | 歷史 |
| RHRH | COM | 7 | $1,422 | <0.1% | +7 | 新進 | 歷史 |
| PACPacific Airport Group | SPON ADS B | 6 | $1,423 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 778 | $1,470 | <0.1% | +427+121.7% | 加碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 19 | $1,471 | <0.1% | +8+72.7% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 68 | $1,497 | <0.1% | +30+78.9% | 加碼 | 歷史 |
| SLFSun Life Financial Inc | COM | 25 | $1,501 | <0.1% | 00.0% | 不變 | 歷史 |
| PSKYParamount Skydance Corp | COM CL B | 80 | $1,514 | <0.1% | +80 | 新進 | 歷史 |
| TXNMTXNM Energy Inc | COM | 27 | $1,527 | <0.1% | +7+35.0% | 加碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 74 | $1,529 | <0.1% | 00.0% | 不變 | 歷史 |
| OIO-I Glass, Inc. | COM | 118 | $1,530 | <0.1% | +118 | 新進 | 歷史 |
| Carnival Corp Ltd.14365C103 | ADR | 58 | $1,534 | <0.1% | 00.0% | 不變 | – |
| ALB.PAAlbemarle Corp | 7.25% DEP SHS A | 41 | $1,553 | <0.1% | +5+13.9% | 加碼 | 歷史 |
| CPRICapri Holdings Ltd | SHS | 78 | $1,554 | <0.1% | 00.0% | 不變 | 歷史 |
| BMIBadger Meter Inc | COM | 9 | $1,579 | <0.1% | 00.0% | 不變 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 17 | $1,594 | <0.1% | +7+70.0% | 加碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 5 | $1,609 | <0.1% | +2+66.7% | 加碼 | 歷史 |
| ANFAbercrombie & Fitch Co | CL A | 19 | $1,625 | <0.1% | +19 | 新進 | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 61 | $1,639 | <0.1% | +61 | 新進 | 歷史 |
| VFCV F Corp | Stock | 114 | $1,645 | <0.1% | −14−10.9% | 減碼 | 歷史 |
| AIC3.ai, Inc. | Stock | 95 | $1,647 | <0.1% | +62+187.9% | 加碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 12 | $1,658 | <0.1% | +4+50.0% | 加碼 | 歷史 |
| OMABCentral North Airport Group | SPON ADR | 16 | $1,662 | <0.1% | 00.0% | 不變 | 歷史 |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 350 | $1,708 | <0.1% | +224+177.8% | 加碼 | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 108 | $1,711 | <0.1% | 00.0% | 不變 | 歷史 |
| KWRQuaker Chemical Corp | COM | 13 | $1,713 | <0.1% | −3−18.8% | 減碼 | 歷史 |
| BLBDBlue Bird Corp | COM | 30 | $1,727 | <0.1% | 00.0% | 不變 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 49 | $1,729 | <0.1% | +12+32.4% | 加碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 148 | $1,730 | <0.1% | +148 | 新進 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 20 | $1,741 | <0.1% | +10+100.0% | 加碼 | – |
| IRDMIridium Communications Inc. | COM | 100 | $1,746 | <0.1% | +100 | 新進 | 歷史 |
| UUnity Software Inc. | COM | 44 | $1,762 | <0.1% | +14+46.7% | 加碼 | 歷史 |
| SRDXSurmodics Inc | COM | 59 | $1,764 | <0.1% | 00.0% | 不變 | 歷史 |
| KNFKnife River Corp | Stock | 23 | $1,768 | <0.1% | +23 | 新進 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 72 | $1,786 | <0.1% | 00.0% | 不變 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 13 | $1,803 | <0.1% | +7+116.7% | 加碼 | 歷史 |
| EPR.PCEpr Properties | PFD C CV 5.75% | 71 | $1,806 | <0.1% | 00.0% | 不變 | 歷史 |
| JBTMJBT Marel Corp | COM | 13 | $1,826 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 106 | $1,901 | <0.1% | 00.0% | 不變 | 歷史 |
| ORIOld Republic International Corp | COM | 45 | $1,911 | <0.1% | 00.0% | 不變 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 56 | $1,946 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 75 | $2,013 | <0.1% | −10−11.8% | 減碼 | – |
| ADTADT Inc. | COM | 236 | $2,056 | <0.1% | 00.0% | 不變 | 歷史 |
| LBTYALiberty Global Ltd. | COM CL A | 180 | $2,063 | <0.1% | 00.0% | 不變 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 131 | $2,097 | <0.1% | 00.0% | 不變 | 歷史 |
| SONOSonos Inc | COM | 133 | $2,101 | <0.1% | +56+72.7% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 94 | $2,127 | <0.1% | −8−7.8% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 105 | $2,143 | <0.1% | 00.0% | 不變 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 126 | $2,176 | <0.1% | +42+50.0% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 20 | $2,209 | <0.1% | +10+100.0% | 加碼 | – |
| UHSUniversal Health Services Inc | CL B | 11 | $2,249 | <0.1% | −3−21.4% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 38 | $2,265 | <0.1% | −1−2.6% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（39 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HESHess Corp | Stock | 5,153 | $71.4 萬 | <0.1% | 歷史 |
| SMPLSimply Good Foods Co | COM | 5,277 | $16.7 萬 | <0.1% | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 3,000 | $10.5 萬 | <0.1% | – |
| LRNStride, Inc. | COM | 628 | $9.12 萬 | <0.1% | 歷史 |
| EPCEdgewell Personal Care Co | COM | 3,533 | $8.27 萬 | <0.1% | 歷史 |
| FLOFlowers Foods Inc | COM | 4,860 | $7.77 萬 | <0.1% | 歷史 |
| LZBLa-Z-Boy Inc | COM | 1,874 | $6.97 萬 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,078 | $4.68 萬 | <0.1% | 歷史 |
| CXTCrane NXT, Co. | COM | 828 | $4.46 萬 | <0.1% | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 500 | $3.99 萬 | <0.1% | – |
| ZDZiff Davis, Inc. | COM | 1,211 | $3.67 萬 | <0.1% | 歷史 |
| UPBDUpbound Group, Inc. | COM | 1,311 | $3.29 萬 | <0.1% | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 743 | $2.90 萬 | <0.1% | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 504 | $2.77 萬 | <0.1% | 歷史 |
| ANSSAnsys Inc | COM | 73 | $2.56 萬 | <0.1% | 歷史 |
| SKXSkechers USA Inc | CL A | 392 | $2.47 萬 | <0.1% | 歷史 |
| JNPRJuniper Networks Inc | COM | 434 | $1.73 萬 | <0.1% | 歷史 |
| WNSWNS (Holdings) Ltd | COM SHS | 265 | $1.68 萬 | <0.1% | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 247 | $1.63 萬 | <0.1% | 歷史 |
| REYNReynolds Consumer Products Inc. | COM | 736 | $1.58 萬 | <0.1% | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 138 | $1.55 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 18 | $3,613 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 206 | $2,657 | <0.1% | – |
| CHXChampionX Corp | COM | 91 | $2,260 | <0.1% | 歷史 |
| OVVOvintiv Inc. | COM | 59 | $2,245 | <0.1% | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 153 | $2,046 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 32 | $1,336 | <0.1% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 21 | $1,012 | <0.1% | 歷史 |
| UIUbiquiti Inc. | COM | 2 | $823 | <0.1% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 36 | $671 | <0.1% | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 35 | $643 | <0.1% | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 54 | $506 | <0.1% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 8 | $472 | <0.1% | 歷史 |
| NWLNewell Brands Inc. | Stock | 61 | $329 | <0.1% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 20 | $248 | <0.1% | 歷史 |
| Paramount Global92556H107 | CL A | 8 | $184 | <0.1% | – |
| HOPEHope Bancorp Inc | COM | 15 | $161 | <0.1% | 歷史 |
| SPSCSPS Commerce Inc | COM | 1 | $136 | <0.1% | 歷史 |
| PNFPIMCO New York Municipal Income Fund | COM | 0 | $2 | <0.1% | 歷史 |