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 |
|---|---|---|---|---|---|---|---|
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 853 | $2.95 萬 | <0.1% | −279−24.6% | 減碼 | – |
| PFGPrincipal Financial Group Inc | COM | 356 | $2.95 萬 | <0.1% | +47+15.2% | 加碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 306 | $2.97 萬 | <0.1% | −194−38.8% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 238 | $2.98 萬 | <0.1% | +137+135.6% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 245 | $2.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 523 | $3.01 萬 | <0.1% | −340−39.4% | 減碼 | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 18 | $3.01 萬 | <0.1% | −14−43.8% | 減碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 150 | $3.03 萬 | <0.1% | −20−11.8% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 1,178 | $3.03 萬 | <0.1% | −3,282−73.6% | 減碼 | 歷史 |
| FWONALiberty Media Corp | COM LBTY ONE S A | 323 | $3.08 萬 | <0.1% | +300+1,304.3% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 403 | $3.10 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 254 | $3.13 萬 | <0.1% | −3−1.2% | 減碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 1,126 | $3.14 萬 | <0.1% | −63−5.3% | 減碼 | 歷史 |
| AVTAvnet Inc | COM | 602 | $3.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 363 | $3.17 萬 | <0.1% | −213−37.0% | 減碼 | – |
| TILEInterface Inc | COM | 1,114 | $3.22 萬 | <0.1% | +1,114 | 新進 | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 1,015 | $3.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 171 | $3.24 萬 | <0.1% | +9+5.6% | 加碼 | – |
| PNRPENTAIR plc | SHS | 294 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AOSSmith A O Corp | COM | 444 | $3.26 萬 | <0.1% | −2−0.4% | 減碼 | 歷史 |
| KEPKorea Electric Power Corp | SPONSORED ADR | 2,540 | $3.31 萬 | <0.1% | +2,540 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,293 | $3.34 萬 | <0.1% | +337+35.3% | 加碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 2,214 | $3.43 萬 | <0.1% | −227−9.3% | 減碼 | – |
| FSLRFirst Solar, Inc. | Stock | 157 | $3.46 萬 | <0.1% | +5+3.3% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 176 | $3.48 萬 | <0.1% | −1−0.6% | 減碼 | 歷史 |
| EVTCEVERTEC, Inc. | COM | 1,044 | $3.53 萬 | <0.1% | −1,095−51.2% | 減碼 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 469 | $3.61 萬 | <0.1% | +17+3.8% | 加碼 | 歷史 |
| iShares Tr464289180 | MSCI EURO FL ETF | 1,053 | $3.62 萬 | <0.1% | −582−35.6% | 減碼 | – |
| NBTBNBT Bancorp Inc | COM | 867 | $3.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 117 | $3.63 萬 | <0.1% | +113+2,825.0% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 1,051 | $3.64 萬 | <0.1% | −12−1.1% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 113 | $3.65 萬 | <0.1% | −11−8.9% | 減碼 | 歷史 |
| APPFAppfolio Inc | COM CL A | 133 | $3.67 萬 | <0.1% | +127+2,116.7% | 加碼 | 歷史 |
| UNFUnifirst Corp | COM | 223 | $3.73 萬 | <0.1% | −311−58.2% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 308 | $3.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 508 | $3.78 萬 | <0.1% | +463+1,028.9% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 2,220 | $3.78 萬 | <0.1% | +147+7.1% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 458 | $3.78 萬 | <0.1% | +60+15.1% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 563 | $3.80 萬 | <0.1% | +6+1.1% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 139 | $3.82 萬 | <0.1% | −1−0.7% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 949 | $3.89 萬 | <0.1% | −29−3.0% | 減碼 | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 1,761 | $3.89 萬 | <0.1% | −621−26.1% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 150 | $3.89 萬 | <0.1% | −42−21.9% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 652 | $3.90 萬 | <0.1% | +28+4.5% | 加碼 | 歷史 |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 322 | $3.90 萬 | <0.1% | +75+30.4% | 加碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 825 | $3.96 萬 | <0.1% | +25+3.1% | 加碼 | 歷史 |
| TNKTeekay Tankers Ltd. | CL A | 784 | $3.96 萬 | <0.1% | −1,300−62.4% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 82 | $3.97 萬 | <0.1% | −168−67.2% | 減碼 | 歷史 |
| OZKBank OZK | COM | 786 | $4.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 465 | $4.07 萬 | <0.1% | −3−0.6% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 294 | $4.09 萬 | <0.1% | +60+25.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 75 | $4.10 萬 | <0.1% | +1+1.4% | 加碼 | 歷史 |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 829 | $4.18 萬 | <0.1% | +829 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 1,599 | $4.22 萬 | <0.1% | −963−37.6% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 2,179 | $4.26 萬 | <0.1% | +633+40.9% | 加碼 | 歷史 |
| LLoews Corp | COM | 425 | $4.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TNCTennant Co | COM | 527 | $4.27 萬 | <0.1% | −291−35.6% | 減碼 | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 247 | $4.30 萬 | <0.1% | +243+6,075.0% | 加碼 | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 667 | $4.32 萬 | <0.1% | −1,510−69.4% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 1,165 | $4.36 萬 | <0.1% | +365+45.6% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 514 | $4.37 萬 | <0.1% | +277+116.9% | 加碼 | 歷史 |
| AESAES Corp | Stock | 3,401 | $4.48 萬 | <0.1% | +1,146+50.8% | 加碼 | 歷史 |
| GLGlobe Life Inc. | COM | 315 | $4.50 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| APAAPA Corp | Stock | 1,858 | $4.51 萬 | <0.1% | −8−0.4% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 518 | $4.55 萬 | <0.1% | +96+22.7% | 加碼 | – |
| KKellanova | Stock | 560 | $4.59 萬 | <0.1% | −35−5.9% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 1,445 | $4.61 萬 | <0.1% | −3−0.2% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 203 | $4.67 萬 | <0.1% | −302−59.8% | 減碼 | 歷史 |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 2,108 | $4.72 萬 | <0.1% | +1,972+1,450.0% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 832 | $4.74 萬 | <0.1% | +764+1,123.5% | 加碼 | 歷史 |
| REGRegency Centers Corp | COM | 654 | $4.77 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 529 | $4.85 萬 | <0.1% | +61+13.0% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 544 | $4.88 萬 | <0.1% | −4−0.7% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 152 | $4.91 萬 | <0.1% | +5+3.4% | 加碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 409 | $4.95 萬 | <0.1% | −233−36.3% | 減碼 | 歷史 |
| HSICHenry Schein Inc | COM | 749 | $4.97 萬 | <0.1% | +81+12.1% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 254 | $4.97 萬 | <0.1% | −908−78.1% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 371 | $4.99 萬 | <0.1% | +12+3.3% | 加碼 | 歷史 |
| SAICScience Applications International Corp | COM | 503 | $5.00 萬 | <0.1% | −1,491−74.8% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 451 | $5.01 萬 | <0.1% | −37−7.6% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 571 | $5.03 萬 | <0.1% | +93+19.5% | 加碼 | 歷史 |
| BANFBancfirst Corp | COM | 401 | $5.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCFFirst Commonwealth Financial Corp | COM | 3,000 | $5.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 1,538 | $5.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 2,114 | $5.21 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
| TGNATegna Inc | COM | 2,586 | $5.26 萬 | <0.1% | −1,333−34.0% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 649 | $5.26 萬 | <0.1% | +457+238.0% | 加碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 377 | $5.27 萬 | <0.1% | −3,402−90.0% | 減碼 | 歷史 |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 3,540 | $5.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 228 | $5.33 萬 | <0.1% | +50+28.1% | 加碼 | – |
| ITGartner Inc | COM | 204 | $5.36 萬 | <0.1% | −34−14.3% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 160 | $5.40 萬 | <0.1% | +125+357.1% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 499 | $5.42 萬 | <0.1% | +4+0.8% | 加碼 | 歷史 |
| DJTWWTrump Media & Technology Group Corp. | *W EXP 03/25/202 | 6,735 | $5.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 2,231 | $5.49 萬 | <0.1% | +143+6.8% | 加碼 | 歷史 |
| PLXSPlexus Corp | COM | 380 | $5.50 萬 | <0.1% | −296−43.8% | 減碼 | 歷史 |
| BXPBXP, Inc. | COM | 742 | $5.52 萬 | <0.1% | +25+3.5% | 加碼 | 歷史 |
| KIMKimco Realty Corp | COM | 2,536 | $5.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 1,599 | $5.54 萬 | <0.1% | −62−3.7% | 減碼 | 歷史 |
| WAFDWafd Inc | Stock | 1,838 | $5.57 萬 | <0.1% | −26−1.4% | 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 |