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 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
WLDNWilldan Group, Inc.COM7$726<0.1%00.0%不變歷史
ABSIAbsci CorpCOM208$726<0.1%00.0%不變歷史
ASIXAdvanSix Inc.COM42$727<0.1%00.0%不變歷史
CAECae IncCOM24$730<0.1%+24新進歷史
KFRCKforce IncCOM24$742<0.1%+24新進歷史
COCOVita Coco Company, Inc.COM14$742<0.1%00.0%不變歷史
XRNChiron Real Estate Inc.COM NEW22$742<0.1%+10+83.3%加碼歷史
SNCYSun Country Airlines Holdings, LLCCOM52$748<0.1%00.0%不變歷史
TLNTalen Energy CorpCOM2$750<0.1%+2新進歷史
BRZEBraze, Inc.Stock22$754<0.1%+22新進歷史
NTLAIntellia Therapeutics, Inc.COM84$755<0.1%−42−33.3%減碼歷史
DVDoubleVerify Holdings, Inc.COM66$755<0.1%+66新進歷史
IDAIdacorp IncCOM6$759<0.1%00.0%不變歷史
ELFe.l.f. Beauty, Inc.COM10$760<0.1%−23−69.7%減碼歷史
RBRKRubrik, Inc.Stock10$765<0.1%+10新進歷史
STMSTMicroelectronics N.V.NY REGISTRY30$778<0.1%−18,825−99.8%減碼歷史
DBXDropbox, Inc.CL A28$778<0.1%+28新進歷史
LMNDLemonade, Inc.Stock11$783<0.1%00.0%不變歷史
SGSweetgreen, Inc.COM CL A116$784<0.1%+66+132.0%加碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR24$785<0.1%00.0%不變歷史
CDNACareDx, Inc.COM42$791<0.1%00.0%不變歷史
COMPCompass, Inc.CL A75$793<0.1%00.0%不變歷史
PRKSUnited Parks & Resorts Inc.COM22$799<0.1%00.0%不變歷史
HUBSHubSpot IncCOM2$803<0.1%−6−75.0%減碼歷史
BOXBox IncCL A27$808<0.1%+27新進歷史
VRNSVaronis Systems IncCOM25$820<0.1%+11+78.6%加碼歷史
RBARB Global Inc.COM8$823<0.1%+8新進歷史
SPTSprout Social, Inc.COM CL A73$823<0.1%+73新進歷史
GIBCgi IncCL A9$833<0.1%+9新進歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW11$835<0.1%+11新進歷史
AAOIApplied Optoelectronics, Inc.COM24$837<0.1%00.0%不變歷史
TKRTimken CoCOM10$841<0.1%+4+66.7%加碼歷史
QRVOQorvo, Inc.Stock10$845<0.1%00.0%不變歷史
ARVNArvinas, Inc.COM72$854<0.1%+72新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM5$856<0.1%+4+400.0%加碼歷史
IOVAIovance Biotherapeutics, Inc.COM314$857<0.1%+314新進歷史
MMSMaximus, Inc.COM10$863<0.1%00.0%不變歷史
ROKURoku, IncCOM CL A8$868<0.1%00.0%不變歷史
VIAVViavi Solutions Inc.COM49$873<0.1%00.0%不變歷史
STAAStaar Surgical CoCOM PAR $0.0138$877<0.1%−23−37.7%減碼歷史
OTEXOpen Text CorpCOM27$880<0.1%+27新進歷史
KEXKirby CorpCOM8$881<0.1%+8新進歷史
FMSFresenius Medical Care AGSPONSORED ADR37$881<0.1%+8+27.6%加碼歷史
SITCSITE Centers Corp.COM139$892<0.1%+69+98.6%加碼歷史
TPGTPG Inc.COM CL A14$894<0.1%+14新進歷史
Chesapeake Energy Corp165167180*W EXP 03/01/2029$897<0.1%00.0%不變–
GKOSGLAUKOS CorpCOM8$903<0.1%00.0%不變歷史
Apollo Global Mgmt Inc03769M304SER A MAND CNV12$906<0.1%00.0%不變–
HUCKHuckleberry.ai, Inc.Stock108$910<0.1%00.0%不變歷史
FPIFarmland Partners Inc.COM94$911<0.1%00.0%不變歷史
TRIThomson Reuters CorpCOM NO PAR7$925<0.1%+7新進歷史
SSentinelOne, Inc.CL A62$930<0.1%+62新進歷史
LUMNLumen Technologies, Inc.Stock120$932<0.1%00.0%不變歷史
KYMRKymera Therapeutics, Inc.COM12$934<0.1%00.0%不變歷史
RVLVRevolve Group, Inc.CL A31$936<0.1%00.0%不變歷史
COLMColumbia Sportswear CoCOM17$937<0.1%00.0%不變歷史
CFLTConfluent, Inc.CLASS A COM31$937<0.1%+31新進歷史
HLFHerbalife Ltd.COM SHS73$941<0.1%00.0%不變歷史
FIVEFive Below, IncCOM5$942<0.1%+1+25.0%加碼歷史
FOURShift4 Payments, Inc.CL A15$945<0.1%−4−21.1%減碼歷史
AEOAmerican Eagle Outfitters IncCOM36$949<0.1%00.0%不變歷史
EQHEquitable Holdings, Inc.COM20$953<0.1%−49−71.0%減碼歷史
HAYWHayward Holdings, Inc.COM62$958<0.1%00.0%不變歷史
ARES.PBAres Management Corp6.75 SE B PFD19$958<0.1%−3−13.6%減碼歷史
RXSTRxSight, Inc.COM92$959<0.1%+92新進歷史
Global X FDS37954Y657US PFD ETF51$964<0.1%+51新進–
ESTCElastic N.V.ORD SHS13$981<0.1%+13新進歷史
RRXRegal Rexnord CorpCOM7$982<0.1%+1+16.7%加碼歷史
FTAIFTAI Aviation Ltd.SHS5$984<0.1%+5新進歷史
ZLABZai Lab LtdADR56$988<0.1%−16−22.2%減碼歷史
CERTCertara, Inc.COM113$996<0.1%00.0%不變歷史
OSKOshkosh CorpCOM8$1,005<0.1%+1+14.3%加碼歷史
GTYGetty Realty CorpCOM37$1,013<0.1%+16+76.2%加碼歷史
Neos ETF Trust78433H675NASDAQ 100 HIGH19$1,023<0.1%+19新進–
BILLBILL Holdings, Inc.Stock19$1,036<0.1%+16+533.3%加碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA21$1,057<0.1%00.0%不變–
TWSTTwist Bioscience CorpCOM34$1,078<0.1%00.0%不變歷史
MTZMastec IncCOM5$1,087<0.1%+5新進歷史
GTLBGitlab Inc.CLASS A COM29$1,088<0.1%+23+383.3%加碼歷史
ASTSAST SpaceMobile, Inc.COM CL A15$1,089<0.1%+2+15.4%加碼歷史
CYHCommunity Health Systems IncCOM350$1,092<0.1%00.0%不變歷史
EWBCEast West Bancorp IncCOM10$1,124<0.1%00.0%不變歷史
PEverpure, Inc.CL A17$1,139<0.1%+17新進歷史
BIRKBirkenstock Holding plcCOM SHS28$1,145<0.1%00.0%不變歷史
ESLTElbit Systems LtdStock2$1,152<0.1%+2新進歷史
DNLIDenali Therapeutics Inc.COM71$1,172<0.1%00.0%不變歷史
Global X FDS37954Y475S&P 500 COVERED29$1,178<0.1%00.0%不變–
TEMTempus AI, Inc.CL A20$1,181<0.1%−9−31.0%減碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A33$1,190<0.1%00.0%不變歷史
ALNYAlnylam Pharmaceuticals, Inc.COM3$1,193<0.1%00.0%不變歷史
PEGAPegasystems IncCOM20$1,194<0.1%+20新進歷史
ARWRArrowhead Pharmaceuticals, Inc.COM18$1,195<0.1%00.0%不變歷史
GRALGRAIL, Inc.COM14$1,198<0.1%00.0%不變歷史
CPACopa Holdings, S.A.CL A10$1,206<0.1%00.0%不變歷史
MPLXMPLX LPCOM UNIT REP LTD23$1,228<0.1%00.0%不變歷史
SBRSabine Royalty TrustUNIT BEN INT18$1,234<0.1%+4+28.6%加碼歷史
TXG10x Genomics, Inc.CL A COM76$1,240<0.1%−72−48.6%減碼歷史
PSKYParamount Skydance CorpCOM CL B93$1,246<0.1%+13+16.3%加碼歷史
DOCNDigitalOcean Holdings, Inc.COM26$1,251<0.1%00.0%不變歷史
Bank of Amer Corp0605056827.25%CNV PFD L1$1,252<0.1%00.0%不變–

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