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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
RBRKRubrik, Inc.Stock5$245<0.1%−5−50.0%減碼歷史
GDYNGrid Dynamics Holdings, Inc.CL A43$245<0.1%+43新進歷史
EVEREverQuote, Inc.COM CL A16$247<0.1%+16新進歷史
RUMRUM Group Inc.Stock49$250<0.1%+49新進歷史
FGF&G Annuities & Life, Inc.COMMON STOCK10$253<0.1%−749−98.7%減碼歷史
IIIInformation Services Group Inc.COM66$253<0.1%+66新進歷史
CMRCCommerce.com, Inc.COM SER 196$256<0.1%+96新進歷史
FCPTFour Corners Property Trust, Inc.COM11$260<0.1%00.0%不變歷史
HCKTHackett Group, Inc.COM20$260<0.1%+20新進歷史
UEUrban Edge PropertiesCOM13$260<0.1%00.0%不變歷史
WSFSWSFS Financial CorpCOM4$262<0.1%00.0%不變歷史
GTMZoomInfo Technologies Inc.Stock44$263<0.1%+44新進歷史
QNSTQuinstreet, IncCOM22$264<0.1%+22新進歷史
EFOREverforth IncCOM7$271<0.1%+7新進歷史
NJRNew Jersey Resources CorpStock5$275<0.1%00.0%不變歷史
CNMCore & Main, Inc.CL A6$296<0.1%00.0%不變歷史
DCHDauch CorpCOM50$297<0.1%+50新進歷史
TRIPTripAdvisor, Inc.COM28$298<0.1%+28新進歷史
HTZWWHertz Global Holdings, IncCommon Stock131$299<0.1%00.0%不變歷史
PIPRPiper Sandler CompaniesCOM NEW4$306<0.1%+4新進歷史
PDDPDD Holdings Inc.SPONSORED ADS3$307<0.1%00.0%不變歷史
MICCMagnum Ice Cream Co N.V.ORD SHS21$308<0.1%−90−81.1%減碼歷史
QRVOQorvo, Inc.Stock4$310<0.1%−6−60.0%減碼歷史
LUMNLumen Technologies, Inc.Stock45$313<0.1%−75−62.5%減碼歷史
AEISAdvanced Energy Industries IncCOM1$323<0.1%+1新進歷史
OTEXOpen Text CorpCOM15$334<0.1%−12−44.4%減碼歷史
HQYHealthequity, Inc.COM4$334<0.1%+4新進歷史
ALHCAlignment Healthcare, Inc.COM19$335<0.1%+19新進歷史
VVVValvoline IncCOM10$337<0.1%+5+100.0%加碼歷史
STLAStellantis N.V.SHS49$342<0.1%−6−10.9%減碼歷史
WPPWPP plcADR22$342<0.1%+9+69.2%加碼歷史
GMEDGlobus Medical IncStock4$345<0.1%+2+100.0%加碼歷史
AROCArchrock, Inc.COM10$348<0.1%00.0%不變歷史
KBHKB HomeCOM7$362<0.1%−4−36.4%減碼歷史
LEALear CorpCOM NEW3$363<0.1%−16−84.2%減碼歷史
LLYVALiberty Live Holdings, Inc.COM SER A4$367<0.1%00.0%不變歷史
CDECoeur Mining, Inc.COM NEW20$375<0.1%+20新進歷史
GLBEGlobal-E Online Ltd.SHS13$401<0.1%+5+62.5%加碼歷史
TENBTenable Holdings, Inc.COM24$406<0.1%00.0%不變歷史
KGSKodiak Gas Services, Inc.COM7$408<0.1%00.0%不變歷史
HLHecla Mining CoCOM22$410<0.1%+22新進歷史
MAMAMama's Creations, Inc.COM27$414<0.1%+27新進歷史
AQNAlgonquin Power & Utilities Corp.COM70$427<0.1%+34+94.4%加碼歷史
SOBOSouth Bow CorpCOM13$431<0.1%+5+62.5%加碼歷史
WAYWaystar Holding Corp.COM18$434<0.1%00.0%不變歷史
SPBSpectrum Brands Holdings, Inc.COM6$442<0.1%00.0%不變歷史
SPSCSPS Commerce IncCOM8$445<0.1%00.0%不變歷史
WFGWest Fraser Timber Co., LtdCOM7$456<0.1%+3+75.0%加碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR2$457<0.1%00.0%不變歷史
WEXWEX Inc.COM3$459<0.1%00.0%不變歷史
ICLICL Group Ltd.SHS90$462<0.1%+30+50.0%加碼歷史
INSPInspire Medical Systems, Inc.COM9$464<0.1%−15−62.5%減碼歷史
AVPTAvePoint, Inc.COM CL A49$466<0.1%00.0%不變歷史
ARAntero Resources CorpCOM11$467<0.1%00.0%不變歷史
DJCODaily Journal CorpCOM1$482<0.1%+1新進歷史
GRABGrab Holdings LtdCLASS A ORD132$483<0.1%+59+80.8%加碼歷史
CVCOCavco Industries, Inc.COM1$484<0.1%00.0%不變歷史
DXCDXC Technology CoStock39$490<0.1%−7−15.2%減碼歷史
TELFYTelefonica S ASPONSORED ADR113$490<0.1%+72+175.6%加碼歷史
YELPYelp IncCL A20$495<0.1%+20新進歷史
SLPSimulations Plus, Inc.COM42$496<0.1%−41−49.4%減碼歷史
HLFHerbalife Ltd.COM SHS34$500<0.1%−39−53.4%減碼歷史
ERIEErie Indemnity CoCL A2$503<0.1%+2新進歷史
PEB.PFPebblebrook Hotel TrustPreferred27$521<0.1%00.0%不變歷史
DOCUDocuSign, Inc.Stock11$522<0.1%−12−52.2%減碼歷史
WLDNWilldan Group, Inc.COM7$536<0.1%00.0%不變歷史
WIXWix.com Ltd.SHS6$540<0.1%−934−99.4%減碼歷史
UGIUgi CorpStock15$546<0.1%00.0%不變歷史
COMPCompass, Inc.CL A75$548<0.1%00.0%不變歷史
QXO.PBQXO, Inc.5.50 DEP PFD10$550<0.1%+10新進歷史
NGVTIngevity CorpCOM8$570<0.1%00.0%不變歷史
ARWArrow Electronics, Inc.COM4$574<0.1%00.0%不變歷史
AMKRAmkor Technology, Inc.COM13$585<0.1%00.0%不變歷史
RNRRenaissancere Holdings LtdCOM2$594<0.1%00.0%不變歷史
SKYChampion Homes, Inc.Stock8$595<0.1%00.0%不變歷史
PLMRPalomar Holdings, Inc.Stock5$598<0.1%00.0%不變歷史
AEOAmerican Eagle Outfitters IncCOM36$601<0.1%00.0%不變歷史
YORWYork Water CoCOM20$609<0.1%00.0%不變歷史
VCELVericel CorpCOM19$611<0.1%00.0%不變歷史
LYFTLyft, Inc.CL A COM46$612<0.1%−67−59.3%減碼歷史
ECBKECB Bancorp, Inc.COM37$619<0.1%+37新進歷史
ACVAACV Auctions Inc.COM CL A147$623<0.1%+147新進歷史
DVDoubleVerify Holdings, Inc.COM66$627<0.1%00.0%不變歷史
BBAIBigBear.ai Holdings, Inc.COM180$634<0.1%+180新進歷史
DBXDropbox, Inc.CL A28$636<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock13$640<0.1%+13新進歷史
MMSMaximus, Inc.COM10$641<0.1%00.0%不變歷史
IDRIdaho Strategic Resources, Inc.COM NEW20$642<0.1%+20新進歷史
CERTCertara, Inc.COM113$644<0.1%00.0%不變歷史
TFIITFI International Inc.COM6$651<0.1%+2+50.0%加碼歷史
PBFSPioneer Bancorp, Inc.COM47$654<0.1%+47新進歷史
MATXMatson, Inc.COM4$656<0.1%00.0%不變歷史
MGAMagna International IncCOM12$670<0.1%+5+71.4%加碼歷史
COCOVita Coco Company, Inc.COM14$671<0.1%00.0%不變歷史
PBAPembina Pipeline CorpCOM15$671<0.1%+9+150.0%加碼歷史
MPMP Materials Corp.COM CL A14$676<0.1%+14新進歷史
MCHPPMicrochip Technology IncDEP SHS REPSTG12$684<0.1%00.0%不變歷史
OCULOcular Therapeutix, IncCOM81$686<0.1%+81新進歷史
CZRCaesars Entertainment, Inc.COM26$687<0.1%00.0%不變歷史
LMNDLemonade, Inc.Stock11$689<0.1%00.0%不變歷史

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