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TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/5 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
1,632
較 2025 年第 3 季 +97
總值
$46.9 億
較 2025 年第 3 季 +$2.55 億 (+5.7%)
申報日
2026/2/5
SEC
TD Private Client Wealth LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GLDMWorld Gold TrustSPDR GLD MINIS0$8<0.1%0不變歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1$8<0.1%+1新進歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1$12<0.1%00.0%不變–
RABrookfield Real Assets Income Fund Inc.SHS BEN INT1$12<0.1%00.0%不變歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1$17<0.1%00.0%不變–
ATHMAutohome Inc.SP ADS RP CL A1$21<0.1%00.0%不變歷史
JDJD.com, Inc.SPON ADS CL A1$29<0.1%00.0%不變歷史
iShares Tr46434V4070-5YR HI YL CP1$31<0.1%−429−99.8%減碼–
Vanguard Long-Term Treasury ETF92206C847ETF1$35<0.1%00.0%不變–
iShares Tr46435G326CORE MSCI INTL1$37<0.1%00.0%不變–
GLIBKLiberty Capital CorpSER C GCI GROUP1$37<0.1%00.0%不變歷史
CAKECheesecake Factory IncCOM1$50<0.1%00.0%不變歷史
SPDR Series Trust78464A664ST LON TREAS ETF2$50<0.1%00.0%不變–
BCPCBalchem CorpCOM0$55<0.1%0不變歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1$69<0.1%00.0%不變–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF1$70<0.1%+1加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV1$73<0.1%00.0%不變–
iShares Inc464286608MSCI EURZONE ETF1$74<0.1%00.0%不變–
RLJ.PARLJ Lodging TrustCUM CONV PFD A3$75<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1$77<0.1%00.0%不變–
RMBSRambus IncCOM1$92<0.1%+1新進歷史
EMBCEmbecta Corp.Stock8$95<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE1$95<0.1%00.0%不變–
Vanguard Whitehall FDS921946810INTL DVD ETF1$97<0.1%00.0%不變–
iShares Tr464288273EAFE SML CP ETF1$97<0.1%+1新進–
GVAGranite Construction IncCOM1$98<0.1%00.0%不變歷史
HOVHovnanian Enterprises IncCL A NEW1$98<0.1%+1新進歷史
MBCMasterBrand, Inc.COMMON STOCK9$99<0.1%00.0%不變歷史
NUVLNuvalent, Inc.COM1$101<0.1%+1新進歷史
RYTMRhythm Pharmaceuticals, Inc.COM1$107<0.1%+1新進歷史
PLNTPlanet Fitness, Inc.CL A1$108<0.1%+1新進歷史
ECHOEchoStar CORPCL A1$109<0.1%+1新進歷史
FSSFederal Signal CorpCOM1$109<0.1%+1新進歷史
ESABESAB CorpCOM1$112<0.1%+1新進歷史
MTGMgic Investment CorpCOM4$117<0.1%00.0%不變歷史
NOVTNovanta IncCOM1$119<0.1%+1新進歷史
TFXTeleflex IncCOM1$122<0.1%+1新進歷史
BXCBlueLinx Holdings Inc.COM NEW2$123<0.1%+2新進歷史
CYTKCytokinetics IncCOM NEW2$127<0.1%+2新進歷史
ACLXArcellx, Inc.COMMON STOCK2$130<0.1%+2新進歷史
EXTRExtreme Networks IncCOM8$133<0.1%+8新進歷史
HGVHilton Grand Vacations Inc.COM3$134<0.1%+3新進歷史
XENEXenon Pharmaceuticals Inc.COM3$134<0.1%+3新進歷史
RKTRocket Companies, Inc.Stock7$136<0.1%+7新進歷史
DSGRDistribution Solutions Group, Inc.COM5$137<0.1%+5新進歷史
IDYAIDEAYA Biosciences, Inc.COM4$138<0.1%+4新進歷史
TTMITTM Technologies IncCOM2$138<0.1%+2新進歷史
PCVXVaxcyte, Inc.COM3$138<0.1%+3新進歷史
FLSFlowserve CorpCOM2$139<0.1%−88−97.8%減碼歷史
UECUranium Energy CorpCOM12$140<0.1%+12新進歷史
NOVNOV Inc.COM9$141<0.1%+9新進歷史
IVTInvenTrust Properties Corp.COM NEW5$141<0.1%+5新進歷史
ALHAlliance Laundry Holdings Inc.COM7$142<0.1%+7新進歷史
IPGPIpg Photonics CorpCOM2$143<0.1%00.0%不變歷史
AKRAcadia Realty TrustCOM SH BEN INT7$144<0.1%+7新進歷史
OSWOnespaworld Holdings LtdCOM7$145<0.1%+7新進歷史
VVVValvoline IncCOM5$145<0.1%+5新進歷史
AVNSAvanos Medical, Inc.Stock13$146<0.1%+13新進歷史
GCMGGCM Grosvenor Inc.COM CL A13$147<0.1%+13新進歷史
LSCCLattice Semiconductor CorpCOM2$147<0.1%+2新進歷史
BCCBoise Cascade CoCOM2$147<0.1%+2新進歷史
DKDelek US Holdings, Inc.COM5$148<0.1%+5新進歷史
NEWTNewtekOne, Inc.COM NEW13$148<0.1%+13新進歷史
WHWyndham Hotels & Resorts, Inc.COM2$151<0.1%+2新進歷史
FLOFlowers Foods IncCOM14$152<0.1%+14新進歷史
APGAPi Group CorpCOM STK4$153<0.1%+4新進歷史
BBIOBridgeBio Pharma, Inc.COM2$153<0.1%+2新進歷史
TALOTalos Energy Inc.COM14$154<0.1%+14新進歷史
HTLDHeartland Express IncCOM17$154<0.1%+17新進歷史
MOFGMidWestOne Financial Group, Inc.COM4$154<0.1%+4新進歷史
NTNXNutanix, Inc.Stock3$155<0.1%−5−62.5%減碼歷史
AAAlcoa CorpStock3$159<0.1%+3新進歷史
MKSIMKS IncCOM1$160<0.1%+1新進歷史
HHHHoward Hughes Holdings Inc.COM2$160<0.1%+2新進歷史
WDFCWD 40 CoCOM1$164<0.1%00.0%不變歷史
TELFYTelefonica S ASPONSORED ADR41$166<0.1%+41新進歷史
SIGISelective Insurance Group IncCOM2$167<0.1%+2新進歷史
LAURLaureate Education, Inc.COMMON STOCK5$168<0.1%+5新進歷史
MPTMedical Properties Trust IncCOM34$170<0.1%00.0%不變歷史
SHOSunstone Hotel Investors, Inc.COM19$170<0.1%+19新進歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A4$170<0.1%+4新進歷史
NXTNextpower Inc.Stock2$174<0.1%+2新進歷史
ITTItt Inc.COM1$174<0.1%+1新進歷史
GMEDGlobus Medical IncStock2$175<0.1%+2新進歷史
PLYMPlymouth Industrial REIT, Inc.COM8$175<0.1%+8新進歷史
RRCRange Resources CorpCOM5$176<0.1%+5新進歷史
BRTBRT Apartments Corp.COM12$176<0.1%+12新進歷史
SHBIShore Bancshares IncCOM10$177<0.1%+10新進歷史
BMRNBiomarin Pharmaceutical IncCOM3$178<0.1%+3新進歷史
DRHDiamondRock Hospitality CoCOM20$179<0.1%+20新進歷史
GOODGladstone Commercial CorpCOM17$181<0.1%+17新進歷史
ORAOrmat Technologies, Inc.COM2$189<0.1%+1+100.0%加碼歷史
CHWYChewy, Inc.CL A6$198<0.1%−19−76.0%減碼歷史
ONTFON24 Inc.COM25$199<0.1%+25新進歷史
LCIDLucid Group, Inc.Stock19$201<0.1%00.0%不變歷史
GPORGulfport Energy CorpCOMMON SHARES1$208<0.1%+1新進歷史
FHNFirst Horizon CorpCOM9$215<0.1%00.0%不變歷史
EFSCEnterprise Financial Services CorpCOM4$216<0.1%+4新進歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW7$220<0.1%+7新進歷史
SOBOSouth Bow CorpCOM8$220<0.1%+8新進歷史

2025 年第 3 季之後清倉(103 檔)

2025 年第 3 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 103 檔。

TD Private Client Wealth LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
ULUnilever PLCSPON ADR NEW9,197$54.5 萬<0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR14,612$31.6 萬<0.1%歷史
Global X FDS37954Y483NASDAQ 100 COVER9,323$15.9 萬<0.1%–
INFYInfosys LtdSPONSORED ADR7,266$11.8 萬<0.1%歷史
AVTRAvantor, Inc.COM7,985$9.97 萬<0.1%歷史
SRADSportradar Group AGCLASS A ORD SHS3,374$9.08 萬<0.1%歷史
KKellanovaStock560$4.59 萬<0.1%歷史
AVTAvnet IncCOM602$3.15 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM1,126$3.14 萬<0.1%歷史
SPDR Series Trust78464A516ST INTL BBG ETF1,204$2.77 萬<0.1%–
ODDOddity Tech LtdSHS CL A250$1.56 萬<0.1%歷史
TMETencent Music Entertainment GroupSPON ADS602$1.41 萬<0.1%歷史
FVRRFiverr International Ltd.ORD SHS532$1.30 萬<0.1%歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS343$1.29 萬<0.1%歷史
ASHAshland Inc.COM243$1.16 萬<0.1%歷史
MKTXMarketaxess Holdings IncCOM44$7,667<0.1%歷史
ENPHEnphase Energy, Inc.Stock181$6,406<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock45$5,456<0.1%歷史
PNNTPennantpark Investment CorpCOM698$4,684<0.1%歷史
OXLCOxford Lane Capital Corp.COM264$4,470<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM121$3,933<0.1%歷史
STSensata Technologies Holding plcSHS118$3,605<0.1%歷史
BURLBurlington Stores, Inc.COM14$3,563<0.1%歷史
SMASmartStop Self Storage REIT, Inc.COMMON STOCK91$3,425<0.1%歷史
PRGOPERRIGO Co plcSHS121$2,695<0.1%歷史
iShares Inc464286806MSCI GERMANY ETF57$2,372<0.1%–
CMBTCmb.tech NVSHS250$2,348<0.1%歷史
NOGNorthern Oil & Gas, Inc.COM72$1,786<0.1%歷史
KNFKnife River CorpStock23$1,768<0.1%歷史
SRDXSurmodics IncCOM59$1,764<0.1%歷史
IRDMIridium Communications Inc.COM100$1,746<0.1%歷史
RXRXRecursion Pharmaceuticals, Inc.CL A350$1,708<0.1%歷史
AIC3.ai, Inc.Stock95$1,647<0.1%歷史
DUOLDuolingo, Inc.CL A COM5$1,609<0.1%歷史
BYNDBeyond Meat, Inc.COM778$1,470<0.1%歷史
RHRHCOM7$1,422<0.1%歷史
WSCWillScot Holdings CorpCOM CL A63$1,330<0.1%歷史
STRKStrategy IncSERIES A PERP PF14$1,284<0.1%歷史
AWRAmerican States Water CoCOM17$1,246<0.1%歷史
MSEXMiddlesex Water CoCOM23$1,245<0.1%歷史
CBTCabot CorpCOM15$1,141<0.1%歷史
SABRSabre CorpCOM602$1,102<0.1%歷史
RHIRobert Half Inc.COM32$1,087<0.1%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A28$1,081<0.1%歷史
FCFranklin Covey CoCOM49$951<0.1%歷史
USLMUnited States Lime & Minerals IncCOM7$921<0.1%歷史
UPSTUpstart Holdings, Inc.COM18$914<0.1%歷史
MEDMedifast IncCOM66$902<0.1%歷史
PCHPotlatchdeltic CorpCOM22$897<0.1%歷史
ICLRIcon PLCCOM5$875<0.1%歷史
SDGRSchrodinger, Inc.COM43$863<0.1%歷史
Chart Inds Inc16115Q4076.75DP CNV PFD B12$853<0.1%–
SNSharkNinja, Inc.COM SHS8$825<0.1%歷史
TRUPTrupanion, Inc.COM19$822<0.1%歷史
HNSTHonest Company, Inc.COM221$813<0.1%歷史
BEAMBeam Therapeutics Inc.COM33$801<0.1%歷史
PCTYPaylocity Holding CorpCOM5$796<0.1%歷史
TDOCTeladoc Health, Inc.COM103$796<0.1%歷史
EEFTEuronet Worldwide, Inc.COM9$790<0.1%歷史
JBLUJetBlue Airways CorpCOM159$782<0.1%歷史
PWPPerella Weinberg PartnersCLASS A COM36$768<0.1%歷史
ACVAACV Auctions Inc.COM CL A74$733<0.1%歷史
SNBRQSleep Number CorpCOM103$723<0.1%歷史
LZLegalzoom.com, Inc.COM68$706<0.1%歷史
AIVApartment Investment & Management CoCL A88$698<0.1%歷史
CWTCalifornia Water Service GroupCOM15$688<0.1%歷史
ASPNAspen Aerogels IncCOM98$682<0.1%歷史
COTYCoty Inc.COM CL A165$667<0.1%歷史
ACHAccendra Health IncStock138$662<0.1%歷史
JOBYJoby Aviation, Inc.COMMON STOCK40$646<0.1%歷史
CORZCore Scientific, Inc.COM36$646<0.1%歷史
WisdomTree Tr97717W851JAPN HEDGE EQT5$640<0.1%–
WTWisdomTree, Inc.COM46$639<0.1%歷史
CWCOConsolidated Water Co. Ltd.ORD18$635<0.1%歷史
PHRPhreesia, Inc.COM27$635<0.1%歷史
LUNRIntuitive Machines, Inc.CLASS A COM60$631<0.1%歷史
BHVNBiohaven Ltd.COM42$630<0.1%歷史
SOUNSoundhound AI, Inc.CLASS A COM39$627<0.1%歷史
CRAICra International, Inc.COM3$626<0.1%歷史
PLPlanet Labs PBCCOM CL A48$623<0.1%歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW214$621<0.1%歷史
MARAMARA Holdings, Inc.COM34$621<0.1%歷史
INODInnodata IncCOM NEW8$617<0.1%歷史
PEBPebblebrook Hotel TrustCOM54$615<0.1%歷史
SRTAStrata Critical Medical, Inc.CL A COM121$612<0.1%歷史
CLSKCleanspark, Inc.COM NEW42$609<0.1%歷史
LOVELovesac CoCOM36$609<0.1%歷史
OSCROscar Health, Inc.CL A32$606<0.1%歷史
TNETTrinet Group, Inc.COM9$602<0.1%歷史
ASOAcademy Sports & Outdoors, Inc.COM12$600<0.1%歷史
RIOTRiot Platforms, Inc.COM31$590<0.1%歷史
IPARInterparfums IncCOM6$590<0.1%歷史
DOCSDoximity, Inc.CL A8$585<0.1%歷史
ZETAZeta Global Holdings Corp.CL A29$576<0.1%歷史
SIGSignet Jewelers LtdSHS6$576<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C9$572<0.1%歷史
HIMSHims & Hers Health, Inc.Stock10$567<0.1%歷史
OKLOOklo Inc.COM CL A5$558<0.1%歷史
BNTXBioNTech SESPONSORED ADS3$296<0.1%歷史
ACIAlbertsons Companies, Inc.COMMON STOCK16$280<0.1%歷史