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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
NSPInsperity, Inc.COM47$1,271<0.1%+47新進歷史
ECGEverus Construction Group, Inc.Stock11$1,299<0.1%−68−86.1%減碼歷史
CSWCSW Industrials, Inc.COM5$1,303<0.1%00.0%不變歷史
RRXRegal Rexnord CorpCOM7$1,311<0.1%00.0%不變歷史
CNKCinemark Holdings, Inc.COM46$1,312<0.1%+46新進歷史
MPLXMPLX LPCOM UNIT REP LTD23$1,313<0.1%00.0%不變歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM6$1,332<0.1%+1+20.0%加碼歷史
DSGXDescartes Systems Group IncCOM19$1,360<0.1%−5−20.8%減碼歷史
DNLIDenali Therapeutics Inc.COM71$1,363<0.1%00.0%不變歷史
CPRICapri Holdings LtdSHS78$1,374<0.1%00.0%不變歷史
SMMTSummit Therapeutics Inc.COM74$1,403<0.1%00.0%不變歷史
ONBOld National BancorpStock64$1,414<0.1%+64新進歷史
ALSumisho Air Lease CorpCL A22$1,429<0.1%−9−29.0%減碼歷史
VKTXViking Therapeutics, Inc.COM44$1,432<0.1%−21−32.3%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF47$1,434<0.1%−49−51.0%減碼–
HUBSHubSpot IncCOM6$1,465<0.1%+4+200.0%加碼歷史
MGEEMge Energy IncCOM19$1,469<0.1%+19新進歷史
PEverpure, Inc.CL A25$1,476<0.1%+8+47.1%加碼歷史
OMABCentral North Airport GroupSPON ADR13$1,491<0.1%−3−18.8%減碼歷史
IONQIonQ, Inc.COM52$1,499<0.1%−3−5.5%減碼歷史
SUISun Communities IncCOM12$1,512<0.1%+10+500.0%加碼歷史
APGEApogee Therapeutics, Inc.COM18$1,515<0.1%00.0%不變歷史
MRXMarex Group LtdORD34$1,516<0.1%+21+161.5%加碼歷史
CNXCConcentrix CorpStock56$1,532<0.1%00.0%不變歷史
ZSZscaler, Inc.Stock11$1,543<0.1%+4+57.1%加碼歷史
ALCOAlico, Inc.COM38$1,568<0.1%+38新進歷史
OIO-I Glass, Inc.COM150$1,577<0.1%00.0%不變歷史
KNTKKinetik Holdings Inc.COM NEW CL A33$1,598<0.1%00.0%不變歷史
Global X FDS37954Y475S&P 500 COVERED41$1,604<0.1%+12+41.4%加碼–
EPR.PCEpr PropertiesPFD C CV 5.75%71$1,605<0.1%00.0%不變歷史
PSKYParamount Skydance CorpCOM CL B179$1,615<0.1%+86+92.5%加碼歷史
TGSGas Transporter of the South IncSPONSORED ADS B47$1,627<0.1%+30+176.5%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF11$1,629<0.1%−11−50.0%減碼–
VIAVViavi Solutions Inc.COM49$1,631<0.1%00.0%不變歷史
NOVNOV Inc.COM87$1,636<0.1%+78+866.7%加碼歷史
PENPenumbra IncCOM5$1,642<0.1%−5−50.0%減碼歷史
NTSTNETSTREIT Corp.COM88$1,657<0.1%+88新進歷史
TPGTPG Inc.COM CL A41$1,661<0.1%+27+192.9%加碼歷史
ROADConstruction Partners, Inc.COM CL A15$1,667<0.1%−23−60.5%減碼歷史
CRDOCredo Technology Group Holding LtdStock18$1,690<0.1%+14+350.0%加碼歷史
KNSLKinsale Capital Group, Inc.Stock5$1,708<0.1%00.0%不變歷史
ARCCAres Capital CorpCEF95$1,712<0.1%00.0%不變歷史
ANFAbercrombie & Fitch CoCL A19$1,736<0.1%00.0%不變歷史
TOLToll Brothers, Inc.COM13$1,774<0.1%00.0%不變歷史
ORIOld Republic International CorpCOM45$1,796<0.1%00.0%不變歷史
ABRArbor Realty Trust IncCOM237$1,827<0.1%+27+12.9%加碼歷史
LKFTLakefront Biotherapeutics NVSPON ADR61$1,830<0.1%+37+154.2%加碼歷史
QGENQiagen N.V.ORD SHARES49$1,961<0.1%+49新進歷史
PIMCO ETF Tr72201R585MULTISECTOR BD75$1,965<0.1%00.0%不變–
UHSUniversal Health Services IncCL B11$1,969<0.1%00.0%不變歷史
TEAMAtlassian CorpCL A29$1,979<0.1%−259−89.9%減碼歷史
PCG.PXPG&E CorpPFD CONV SER A47$2,021<0.1%+14+42.4%加碼歷史
VEONVEON Ltd.SPONSORED ADS44$2,037<0.1%+37+528.6%加碼歷史
ADTADT Inc.COM314$2,063<0.1%00.0%不變歷史
ACLXArcellx, Inc.COMMON STOCK18$2,067<0.1%+16+800.0%加碼歷史
ZGZillow Group, Inc.CL A50$2,070<0.1%−9−15.3%減碼歷史
TXNMTXNM Energy IncCOM36$2,105<0.1%+9+33.3%加碼歷史
SBRSabine Royalty TrustUNIT BEN INT28$2,110<0.1%+10+55.6%加碼歷史
FLUTFlutter Entertainment plcSHS21$2,141<0.1%−1−4.5%減碼歷史
JBTMJBT Marel CorpCOM17$2,174<0.1%+4+30.8%加碼歷史
LBTYALiberty Global Ltd.COM CL A180$2,176<0.1%00.0%不變歷史
CWANClearwater Analytics Holdings, Inc.CL A93$2,199<0.1%+63+210.0%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20$2,217<0.1%00.0%不變–
VSXYVictoria's Secret & Co.COMMON STOCK48$2,225<0.1%+9+23.1%加碼歷史
LOARLoar Holdings Inc.COM SHS39$2,234<0.1%00.0%不變歷史
PPLIPeople IncCOM NEW56$2,242<0.1%−373−86.9%減碼歷史
APLSApellis Pharmaceuticals, Inc.COM56$2,253<0.1%00.0%不變歷史
LBTYKLiberty Global Ltd.COM CL C196$2,299<0.1%00.0%不變歷史
DRSLeonardo DRS, Inc.Stock53$2,360<0.1%00.0%不變歷史
UFPIUfp Industries IncCOM26$2,395<0.1%00.0%不變歷史
ASTSAST SpaceMobile, Inc.COM CL A29$2,403<0.1%+14+93.3%加碼歷史
RGENRepligen CorpCOM21$2,474<0.1%+11+110.0%加碼歷史
DOCNDigitalOcean Holdings, Inc.COM29$2,488<0.1%+3+11.5%加碼歷史
NMRNomura Holdings IncSPONSORED ADR316$2,493<0.1%−3,064−90.7%減碼歷史
ESLTElbit Systems LtdStock3$2,506<0.1%+1+50.0%加碼歷史
ATRAptargroup, Inc.Stock20$2,520<0.1%00.0%不變歷史
EEExcelerate Energy, Inc.CL A COM76$2,540<0.1%+76新進歷史
JEFJefferies Financial Group Inc.COM62$2,559<0.1%−1,297−95.4%減碼歷史
SLFSun Life Financial IncCOM41$2,565<0.1%−2−4.7%減碼歷史
OUTOUTFRONT Media Inc.REIT97$2,571<0.1%+28+40.6%加碼歷史
SCCOSouthern Copper CorpStock15$2,639<0.1%+2+15.4%加碼歷史
GPKGraphic Packaging Holding CoCOM269$2,674<0.1%−162−37.6%減碼歷史
DEIDouglas Emmett IncCOM284$2,675<0.1%+284新進歷史
SSentinelOne, Inc.CL A208$2,679<0.1%+146+235.5%加碼歷史
GTLSChart Industries IncCOM13$2,688<0.1%+5+62.5%加碼歷史
BNSBank of Nova ScotiaCOM39$2,703<0.1%+18+85.7%加碼歷史
DYDycom Industries IncCOM8$2,711<0.1%00.0%不變歷史
WPMWheaton Precious Metals Corp.COM21$2,751<0.1%+7+50.0%加碼歷史
CNSCohen & Steers, Inc.COM44$2,752<0.1%00.0%不變歷史
CRICarters IncCOM77$2,754<0.1%−53−40.8%減碼歷史
TPBTurning Point Brands, Inc.COM32$2,777<0.1%+32新進歷史
WWayfair Inc.CL A37$2,783<0.1%−7−15.9%減碼歷史
JHXJames Hardie Industries plcStock148$2,803<0.1%−16−9.8%減碼歷史
IDAIdacorp IncCOM20$2,859<0.1%+14+233.3%加碼歷史
ARMArm Holdings PLCADR19$2,874<0.1%+15+375.0%加碼歷史
ALB.PAAlbemarle Corp7.25% DEP SHS A40$2,874<0.1%+4+11.1%加碼歷史
MTZMastec IncCOM9$2,896<0.1%+4+80.0%加碼歷史
VCVisteon CorpCOM NEW32$2,916<0.1%−57−64.0%減碼歷史
BBDBank BradescoSP ADR PFD NEW802$2,927<0.1%−3,710−82.2%減碼歷史
CNACna Financial CorpCOM64$2,939<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