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Livermore
Livermore
中文EN

TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/4/27 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
1,649
較 2025 年第 4 季 +17
總值
$48.2 億
較 2025 年第 4 季 +$1.28 億 (+2.7%)
申報日
2026/4/27
SEC
TD Private Client Wealth LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PLUGPlug Power IncStock1$2<0.1%+1新進歷史
CLFCleveland-Cliffs Inc.COM1$4<0.1%+1新進歷史
Invesco Exch Traded FD Tr II46138E131S&P SMLCAP HIG1$7<0.1%+1新進–
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%00.0%不變歷史
RABrookfield Real Assets Income Fund Inc.SHS BEN INT1$12<0.1%00.0%不變歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1$15<0.1%00.0%不變–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1$16<0.1%00.0%不變–
ATHMAutohome Inc.SP ADS RP CL A1$16<0.1%00.0%不變歷史
iShares Tr46434V4070-5YR HI YL CP1$31<0.1%00.0%不變–
Vanguard Long-Term Treasury ETF92206C847ETF1$35<0.1%00.0%不變–
iShares Tr46435G326CORE MSCI INTL1$38<0.1%00.0%不變–
SPDR Series Trust78464A664ST LON TREAS ETF2$50<0.1%00.0%不變–
CAKECheesecake Factory IncCOM1$55<0.1%00.0%不變歷史
BCPCBalchem CorpCOM0$61<0.1%0不變歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF1$70<0.1%00.0%不變–
EMBCEmbecta Corp.Stock8$71<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV1$71<0.1%00.0%不變–
iShares Inc464286608MSCI EURZONE ETF1$72<0.1%00.0%不變–
RLJ.PARLJ Lodging TrustCUM CONV PFD A3$72<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK9$75<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1$78<0.1%00.0%不變–
ORAOrmat Technologies, Inc.COM1$79<0.1%−1−50.0%減碼歷史
BURBurford Capital LtdORD SHS18$81<0.1%+18新進歷史
Vanguard Whitehall FDS921946810INTL DVD ETF1$93<0.1%00.0%不變–
iShares Tr46432F388MSCI USA VALUE1$98<0.1%00.0%不變–
iShares Tr464288273EAFE SML CP ETF1$98<0.1%00.0%不變–
GVAGranite Construction IncCOM1$102<0.1%00.0%不變歷史
MTGMgic Investment CorpCOM4$105<0.1%00.0%不變歷史
YEXTYext, Inc.COM28$108<0.1%+28新進歷史
HOVHovnanian Enterprises IncCL A NEW1$111<0.1%00.0%不變歷史
ECHOEchoStar CORPCL A1$117<0.1%00.0%不變歷史
HGVHilton Grand Vacations Inc.COM3$117<0.1%00.0%不變歷史
IRTCiRhythm Holdings, Inc.COM1$118<0.1%+1新進歷史
NOVTNovanta IncCOM1$118<0.1%00.0%不變歷史
KWRQuaker Chemical CorpCOM1$124<0.1%−9−90.0%減碼歷史
FOURShift4 Payments, Inc.CL A3$131<0.1%−12−80.0%減碼歷史
WDWalker & Dunlop, Inc.COM3$133<0.1%+3新進歷史
AKRAcadia Realty TrustCOM SH BEN INT7$134<0.1%00.0%不變歷史
VYXNCR Voyix CorpCOM22$139<0.1%+22新進歷史
RHRHCOM1$140<0.1%+1新進歷史
NEWTNewtekOne, Inc.COM NEW13$142<0.1%00.0%不變歷史
STEPStepStone Group Inc.COM CL A3$143<0.1%+3新進歷史
YETIYETI Holdings, Inc.COM4$146<0.1%+4新進歷史
TNETTrinet Group, Inc.COM4$146<0.1%+4新進歷史
FLSFlowserve CorpCOM2$147<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM2$149<0.1%−3−60.0%減碼歷史
NICNicolet Bankshares IncCOM1$149<0.1%+1新進歷史
SIGISelective Insurance Group IncCOM2$151<0.1%00.0%不變歷史
IVTInvenTrust Properties Corp.COM NEW5$152<0.1%00.0%不變歷史
JBLUJetBlue Airways CorpCOM35$155<0.1%+35新進歷史
AMWDAmerican Woodmark CorpCOM4$159<0.1%+4新進歷史
MPTMedical Properties Trust IncCOM35$160<0.1%+1+2.9%加碼歷史
OSWOnespaworld Holdings LtdCOM7$161<0.1%00.0%不變歷史
UECUranium Energy CorpCOM12$162<0.1%00.0%不變歷史
APGAPi Group CorpCOM STK4$162<0.1%00.0%不變歷史
WHWyndham Hotels & Resorts, Inc.COM2$162<0.1%00.0%不變歷史
KMXCarMax IncCOM4$166<0.1%−2−33.3%減碼歷史
THRMGentherm IncCOM6$167<0.1%+6新進歷史
BMRNBiomarin Pharmaceutical IncCOM3$169<0.1%00.0%不變歷史
PRMBPrimo Brands CorpCLASS A COM SHS9$169<0.1%−8−47.1%減碼歷史
CARGCarGurus, Inc.COM CL A5$170<0.1%+5新進歷史
PGNYProgyny, Inc.COM10$170<0.1%+10新進歷史
LAURLaureate Education, Inc.COMMON STOCK5$174<0.1%00.0%不變歷史
PCVXVaxcyte, Inc.COM3$174<0.1%00.0%不變歷史
HTLDHeartland Express IncCOM17$177<0.1%00.0%不變歷史
BLSHBullishORD SHS5$179<0.1%+5新進歷史
AVNSAvanos Medical, Inc.Stock13$182<0.1%00.0%不變歷史
APAMArtisan Partners Asset Management Inc.CL A5$182<0.1%+5新進歷史
LSCCLattice Semiconductor CorpCOM2$186<0.1%00.0%不變歷史
DRHDiamondRock Hospitality CoCOM20$187<0.1%00.0%不變歷史
SHBIShore Bancshares IncCOM10$187<0.1%00.0%不變歷史
CHWYChewy, Inc.CL A7$189<0.1%+1+16.7%加碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A4$189<0.1%00.0%不變歷史
CRCLCircle Internet Group, Inc.COM CL A2$191<0.1%−5−71.4%減碼歷史
GOODGladstone Commercial CorpCOM17$194<0.1%00.0%不變歷史
TTMITTM Technologies IncCOM2$195<0.1%00.0%不變歷史
ESTCElastic N.V.ORD SHS4$200<0.1%−9−69.2%減碼歷史
FAFirst Advantage CorpCOM17$200<0.1%+17新進歷史
ONTFON24 Inc.COM25$203<0.1%00.0%不變歷史
MNDYmonday.com Ltd.SHS3$207<0.1%+3新進歷史
SNSharkNinja, Inc.COM SHS2$212<0.1%+2新進歷史
PCTYPaylocity Holding CorpCOM2$216<0.1%+2新進歷史
MODModine Manufacturing CoCOM1$217<0.1%−4−80.0%減碼歷史
CRVLCorvel CorpCOM4$219<0.1%+4新進歷史
TALOTalos Energy Inc.COM14$221<0.1%00.0%不變歷史
RIOTRiot Platforms, Inc.COM18$222<0.1%+18新進歷史
JOBYJoby Aviation, Inc.COMMON STOCK27$223<0.1%+27新進歷史
CLVTClarivate PLCORD SHS89$225<0.1%+89新進歷史
RRCRange Resources CorpCOM5$226<0.1%00.0%不變歷史
IPGPIpg Photonics CorpCOM2$229<0.1%00.0%不變歷史
MKSIMKS IncCOM1$230<0.1%00.0%不變歷史
ABCBAmeris BancorpCOM3$234<0.1%00.0%不變歷史
HUTHut 8 Corp.COM5$235<0.1%+5新進歷史
FTREFortrea Holdings Inc.COMMON STOCK25$236<0.1%00.0%不變歷史
APLDApplied Digital Corp.COM NEW10$237<0.1%−18−64.3%減碼歷史
NXTNextpower Inc.Stock2$241<0.1%00.0%不變歷史
OSBCOld Second Bancorp IncCOM12$242<0.1%00.0%不變歷史
SNEXStoneX Group Inc.COM3$242<0.1%+3新進歷史
RDVTRed Violet, Inc.COM7$242<0.1%+7新進歷史

2025 年第 4 季之後清倉（109 檔）

2025 年第 4 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 109 檔。

TD Private Client Wealth LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Invesco Exchange Traded FD T46137V142WATER RES ETF9,449$66.5 萬<0.1%–
TBBKBancorp, Inc.COM3,441$23.2 萬<0.1%歷史
REVGREV Group, Inc.COM3,290$20.0 萬<0.1%歷史
CADECadence BancorporationEQUITY US CM4,547$19.5 萬<0.1%歷史
iShares Tr464289867CORE 60 BALA ETF2,503$16.3 萬<0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF3,406$14.1 萬<0.1%–
BZKanzhun LtdSPONSORED ADS4,998$10.2 萬<0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF1,064$9.84 萬<0.1%–
CVLTCommvault Systems IncCOM612$7.67 萬<0.1%歷史
DIAXNuveen Dow 30sm Dynamic Overwrite FundSHS3,540$5.40 萬<0.1%歷史
ACMAecomCOM555$5.29 萬<0.1%歷史
ZDZiff Davis, Inc.COM1,484$5.22 萬<0.1%歷史
TNCTennant CoCOM527$3.88 萬<0.1%歷史
TCOMTrip.com Group LtdADS433$3.11 萬<0.1%歷史
HMYHarmony Gold Mining Co LtdADR1,324$2.63 萬<0.1%歷史
HIWHighwoods Properties, Inc.COM1,015$2.62 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A152$2.50 萬<0.1%歷史
CMAComerica IncCOM240$2.09 萬<0.1%歷史
LPXLouisiana-Pacific CorpCOM198$1.60 萬<0.1%歷史
QGENQiagen N.V.COMMON STOCK339$1.55 萬<0.1%歷史
TIMBTim S.A.SPONSORED ADR631$1.23 萬<0.1%歷史
ACHRArcher Aviation Inc.Stock1,292$9,716<0.1%歷史
Vanguard World FD921910873MEGA CAP INDEX19$4,772<0.1%–
Cyberark Software LtdM2682V108SHS9$4,015<0.1%–
FYBRFrontier Communications Parent, Inc.COM105$3,997<0.1%歷史
BOWBowhead Specialty Holdings Inc.COM SHS117$3,339<0.1%歷史
CLSCelestica IncStock11$3,259<0.1%歷史
DAYDayforce, Inc.COM30$2,075<0.1%歷史
BBNXBeta Bionics, Inc.COM66$2,011<0.1%歷史
EXASExact Sciences CorpCOM16$1,625<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM17$1,622<0.1%歷史
PACPacific Airport GroupSPON ADS B6$1,582<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW70$1,509<0.1%歷史
JACKJack in the Box IncCOM72$1,364<0.1%歷史
EFCEllington Financial Inc.COM93$1,263<0.1%歷史
WBSWebster Financial CorpCOM20$1,259<0.1%歷史
GNTXGentex CorpCOM54$1,257<0.1%歷史
CYHCommunity Health Systems IncCOM350$1,092<0.1%歷史
GTLBGitlab Inc.CLASS A COM29$1,088<0.1%歷史
BILLBILL Holdings, Inc.Stock19$1,036<0.1%歷史
ZLABZai Lab LtdADR56$988<0.1%歷史
RXSTRxSight, Inc.COM92$959<0.1%歷史
ARES.PBAres Management Corp6.75 SE B PFD19$958<0.1%歷史
CFLTConfluent, Inc.CLASS A COM31$937<0.1%歷史
DOMOHuckleberry.ai, Inc.Stock108$910<0.1%歷史
Apollo Global Mgmt Inc03769M304SER A MAND CNV12$906<0.1%–
Chesapeake Energy Corp165167180*W EXP 03/01/2029$897<0.1%–
ROKURoku, IncCOM CL A8$868<0.1%歷史
AAOIApplied Optoelectronics, Inc.COM24$837<0.1%歷史
SPTSprout Social, Inc.COM CL A73$823<0.1%歷史
BOXBox IncCL A27$808<0.1%歷史
SGSweetgreen, Inc.COM CL A116$784<0.1%歷史
ELFe.l.f. Beauty, Inc.COM10$760<0.1%歷史
BRZEBraze, Inc.Stock22$754<0.1%歷史
TLNTalen Energy CorpCOM2$750<0.1%歷史
KFRCKforce IncCOM24$742<0.1%歷史
ABSIAbsci CorpCOM208$726<0.1%歷史
VISNVistance Networks, Inc.COM40$725<0.1%歷史
MGPIMGP Ingredients IncCOM29$705<0.1%歷史
ALTAltimmune, Inc.COM NEW193$697<0.1%歷史
RAREUltragenyx Pharmaceutical Inc.COM30$690<0.1%歷史
INTAIntapp, Inc.COM15$687<0.1%歷史
EOLSEvolus, Inc.COM101$672<0.1%歷史
SAILSailPoint, Inc.COM33$668<0.1%歷史
FRSHFreshworks Inc.Stock54$662<0.1%歷史
UPWKUpwork, IncCOM33$654<0.1%歷史
SHAKShake Shack Inc.CL A8$649<0.1%歷史
ASANAsana, Inc.CL A46$631<0.1%歷史
BLBlackline, Inc.COM11$608<0.1%歷史
WKWorkiva IncCOM CL A7$604<0.1%歷史
GSHDGoosehead Insurance, Inc.COM CL A8$589<0.1%歷史
RNGRingCentral, Inc.CL A20$578<0.1%歷史
UIUbiquiti Inc.COM1$553<0.1%歷史
TGNATegna IncCOM28$543<0.1%歷史
PSNParsons CorpCOM8$494<0.1%歷史
Schwab U.S. REIT ETF808524847ETF22$460<0.1%–
AISPAirship AI Holdings, Inc.COM157$454<0.1%歷史
SIRISirius XM Holdings Inc.COMMON STOCK20$400<0.1%歷史
FHBFirst Hawaiian, Inc.COM10$253<0.1%歷史
Townebank Portsmouth Va89214P109COM7$234<0.1%–
SBCFSeacoast Banking Corp of FloridaCOM NEW7$220<0.1%歷史
EFSCEnterprise Financial Services CorpCOM4$216<0.1%歷史
GPORGulfport Energy CorpCOMMON SHARES1$208<0.1%歷史
LCIDLucid Group, Inc.Stock19$201<0.1%歷史
BRTBRT Apartments Corp.COM12$176<0.1%歷史
PLYMPlymouth Industrial REIT, Inc.COM8$175<0.1%歷史
SHOSunstone Hotel Investors, Inc.COM19$170<0.1%歷史
HHHHoward Hughes Holdings Inc.COM2$160<0.1%歷史
MOFGMidWestOne Financial Group, Inc.COM4$154<0.1%歷史
BBIOBridgeBio Pharma, Inc.COM2$153<0.1%歷史
FLOFlowers Foods IncCOM14$152<0.1%歷史
DKDelek US Holdings, Inc.COM5$148<0.1%歷史
GCMGGCM Grosvenor Inc.COM CL A13$147<0.1%歷史
BCCBoise Cascade CoCOM2$147<0.1%歷史
ALHAlliance Laundry Holdings Inc.COM7$142<0.1%歷史
IDYAIDEAYA Biosciences, Inc.COM4$138<0.1%歷史
DSGRDistribution Solutions Group, Inc.COM5$137<0.1%歷史
XENEXenon Pharmaceuticals Inc.COM3$134<0.1%歷史
EXTRExtreme Networks IncCOM8$133<0.1%歷史
CYTKCytokinetics IncCOM NEW2$127<0.1%歷史