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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
CRNXCrinetics Pharmaceuticals, Inc.COM19$690<0.1%+19新進歷史
STMSTMicroelectronics N.V.NY REGISTRY20$691<0.1%−10−33.3%減碼歷史
RKTRocket Companies, Inc.Stock49$698<0.1%+42+600.0%加碼歷史
RVLVRevolve Group, Inc.CL A31$701<0.1%00.0%不變歷史
LQDALiquidia CorpCOM NEW19$717<0.1%+19新進歷史
SRPTSarepta Therapeutics, Inc.COM33$718<0.1%−41−55.4%減碼歷史
PRKSUnited Parks & Resorts Inc.COM22$719<0.1%00.0%不變歷史
GRALGRAIL, Inc.COM14$724<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM9$729<0.1%−6−40.0%減碼歷史
CDNACareDx, Inc.COM42$729<0.1%00.0%不變歷史
AQSTAquestive Therapeutics, Inc.COM176$730<0.1%+176新進歷史
OZKBank OZKCOM16$734<0.1%−770−98.0%減碼歷史
VSHVishay Intertechnology IncCOM41$738<0.1%00.0%不變歷史
WENWendy's CoStock107$744<0.1%+107新進歷史
PLNTPlanet Fitness, Inc.CL A10$744<0.1%+9+900.0%加碼歷史
CXMSprinklr, Inc.CL A124$744<0.1%+124新進歷史
AEGAegon Ltd.AMER REG 1 CERT103$748<0.1%+40+63.5%加碼歷史
KNXKnight-Swift Transportation Holdings Inc.CL A13$749<0.1%00.0%不變歷史
QTWOQ2 Holdings, Inc.COM16$757<0.1%+6+60.0%加碼歷史
LAMRLamar Advertising CoREIT6$760<0.1%+6新進歷史
ARVNArvinas, Inc.COM72$763<0.1%00.0%不變歷史
PAASPan American Silver CorpStock14$765<0.1%+7+100.0%加碼歷史
TDCTeradata CorpStock30$769<0.1%+10+50.0%加碼歷史
NAVINavient CorpCOM94$769<0.1%+94新進歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW11$776<0.1%00.0%不變歷史
EQHEquitable Holdings, Inc.COM21$779<0.1%+1+5.0%加碼歷史
CRSCarpenter Technology CorpCOM2$788<0.1%00.0%不變歷史
GOGrocery Outlet Holding Corp.COM113$797<0.1%+113新進歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF16$800<0.1%00.0%不變–
TRIThomson Reuters CorpCOM NO PAR9$810<0.1%+2+28.6%加碼歷史
HAYWHayward Holdings, Inc.COM62$830<0.1%00.0%不變歷史
MLCOMelco Resorts & Entertainment LTDADR148$841<0.1%−5,852−97.5%減碼歷史
SMASmartStop Self Storage REIT, Inc.COMMON STOCK28$848<0.1%+28新進歷史
AUBAtlantic Union Bankshares CorpCOM24$858<0.1%+24新進歷史
SNCYSun Country Airlines Holdings, LLCCOM52$859<0.1%00.0%不變歷史
CAECae IncCOM33$860<0.1%+9+37.5%加碼歷史
STAAStaar Surgical CoCOM PAR $0.0146$860<0.1%+8+21.1%加碼歷史
GKOSGLAUKOS CorpCOM8$861<0.1%00.0%不變歷史
PNFPPinnacle Financial Partners, Inc.COM10$861<0.1%+10新進歷史
STNStantec IncCOM10$864<0.1%+4+66.7%加碼歷史
WULFTerawulf Inc.COM60$866<0.1%+60新進歷史
GIBCgi IncCL A12$875<0.1%+3+33.3%加碼歷史
ECOOkeanis Eco Tankers Corp.SHS17$878<0.1%+17新進歷史
DUOLDuolingo, Inc.CL A COM9$887<0.1%+9新進歷史
XHRXenia Hotels & Resorts, Inc.COM60$890<0.1%+19+46.3%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD10$893<0.1%−10−50.0%減碼–
AURAurora Innovation, Inc.CLASS A COM217$894<0.1%+217新進歷史
TWSTTwist Bioscience CorpCOM19$903<0.1%−15−44.1%減碼歷史
TEMTempus AI, Inc.CL A20$904<0.1%00.0%不變歷史
CRBGCorebridge Financial, Inc.COM38$907<0.1%+16+72.7%加碼歷史
SSBSouthState Bank CorpCOM10$925<0.1%+10新進歷史
COLMColumbia Sportswear CoCOM17$932<0.1%00.0%不變歷史
UUnity Software Inc.COM43$943<0.1%−4−8.5%減碼歷史
ALRMAlarm.com Holdings, Inc.COM22$950<0.1%+22新進歷史
LFMDLifeMD, Inc.COM264$953<0.1%+264新進歷史
WMSAdvanced Drainage Systems, Inc.COM7$960<0.1%−7−50.0%減碼歷史
MMacy's, Inc.COM54$977<0.1%−13−19.4%減碼歷史
WDFCWD 40 CoCOM5$986<0.1%+4+400.0%加碼歷史
LECOLincoln Electric Holdings IncCOM4$996<0.1%+4新進歷史
TXG10x Genomics, Inc.CL A COM47$998<0.1%−29−38.2%減碼歷史
BIRKBirkenstock Holding plcCOM SHS28$1,003<0.1%00.0%不變歷史
TKRTimken CoCOM10$1,006<0.1%00.0%不變歷史
SNXTD Synnex CorpCOM6$1,012<0.1%+6新進歷史
CARAvis Budget Group, Inc.COM7$1,021<0.1%+7新進歷史
ASIXAdvanSix Inc.COM42$1,025<0.1%00.0%不變歷史
SONOSonos IncCOM77$1,032<0.1%−56−42.1%減碼歷史
GRFSGrifols SASP ADR REP B NVT130$1,043<0.1%+106+441.7%加碼歷史
BMIBadger Meter IncCOM7$1,043<0.1%−8−53.3%減碼歷史
VRNSVaronis Systems IncCOM49$1,052<0.1%+24+96.0%加碼歷史
BLDQXO Insulation, LLCStock3$1,054<0.1%−225−98.7%減碼歷史
FPIFarmland Partners Inc.COM94$1,056<0.1%00.0%不變歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA21$1,057<0.1%00.0%不變–
LNTHLantheus Holdings, Inc.Stock14$1,062<0.1%−17−54.8%減碼歷史
KEXKirby CorpCOM8$1,063<0.1%00.0%不變歷史
EWBCEast West Bancorp IncCOM10$1,068<0.1%00.0%不變歷史
NTLAIntellia Therapeutics, Inc.COM84$1,077<0.1%00.0%不變歷史
BLBDBlue Bird CorpCOM19$1,079<0.1%−11−36.7%減碼歷史
IOVAIovance Biotherapeutics, Inc.COM309$1,085<0.1%−5−1.6%減碼歷史
SITCSITE Centers Corp.COM202$1,091<0.1%+63+45.3%加碼歷史
TMDXTransMedics Group, Inc.COM11$1,094<0.1%00.0%不變歷史
NTNXNutanix, Inc.Stock29$1,102<0.1%+26+866.7%加碼歷史
ZMZoom Communications, Inc.Stock14$1,125<0.1%−13−48.1%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM18$1,129<0.1%00.0%不變歷史
PATHUiPath, Inc.Stock102$1,132<0.1%−9−8.1%減碼歷史
CPACopa Holdings, S.A.CL A10$1,136<0.1%00.0%不變歷史
IMAXImax CorpCOM30$1,140<0.1%+30新進歷史
FIVEFive Below, IncCOM5$1,142<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW60$1,150<0.1%00.0%不變歷史
UNITUniti Group Inc.COM SHS124$1,163<0.1%−89−41.8%減碼歷史
KYMRKymera Therapeutics, Inc.COM14$1,166<0.1%+2+16.7%加碼歷史
GTYGetty Realty CorpCOM37$1,177<0.1%00.0%不變歷史
OSKOshkosh CorpCOM8$1,178<0.1%00.0%不變歷史
Bank of Amer Corp0605056827.25%CNV PFD L1$1,192<0.1%00.0%不變–
Neos ETF Trust78433H675NASDAQ 100 HIGH24$1,193<0.1%+5+26.3%加碼–
XRNChiron Real Estate Inc.COM NEW37$1,224<0.1%+15+68.2%加碼歷史
FTSFortis Inc.COM22$1,227<0.1%+16+266.7%加碼歷史
FNVFranco Nevada CorpStock5$1,235<0.1%+3+150.0%加碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX11$1,263<0.1%−9−45.0%減碼–
BROSDutch Bros Inc.CL A25$1,267<0.1%−11−30.6%減碼歷史
SLVMSylvamo CorpCOMMON STOCK30$1,267<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
HUCKHuckleberry.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