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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
FTAIFTAI Aviation Ltd.SHS12$2,940<0.1%+7+140.0%加碼歷史
WINGWingstop Inc.COM19$2,944<0.1%00.0%不變歷史
NWSANews CorpCL A119$2,967<0.1%+46+63.0%加碼歷史
OHIOmega Healthcare Investors IncCOM69$3,024<0.1%−159−69.7%減碼歷史
FDSFactset Research Systems IncStock14$3,038<0.1%−153−91.6%減碼歷史
CTRECareTrust REIT, Inc.COM83$3,042<0.1%−34−29.1%減碼歷史
LSTRLandstar System IncCOM19$3,046<0.1%00.0%不變歷史
AHRAmerican Healthcare REIT, Inc.COM SHS65$3,065<0.1%+36+124.1%加碼歷史
AALAmerican Airlines Group Inc.Stock289$3,104<0.1%−33−10.2%減碼歷史
CORTCorcept Therapeutics IncCOM77$3,104<0.1%−102−57.0%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF56$3,109<0.1%00.0%不變–
REZIResideo Technologies, Inc.Stock93$3,135<0.1%00.0%不變歷史
TWLOTwilio IncCL A25$3,146<0.1%+5+25.0%加碼歷史
ETSYEtsy IncCOM63$3,149<0.1%−3−4.5%減碼歷史
NSSCNapco Security Technologies, IncStock80$3,151<0.1%+80新進歷史
CPKChesapeake Utilities CorpCOM25$3,159<0.1%00.0%不變歷史
HLIHoulihan Lokey, Inc.CL A22$3,160<0.1%−17−43.6%減碼歷史
CMCanadian Imperial Bank of CommerceCOM34$3,177<0.1%+15+78.9%加碼歷史
KBRKBR, Inc.COM87$3,207<0.1%−20−18.7%減碼歷史
WWDWoodward, Inc.COM9$3,221<0.1%+7+350.0%加碼歷史
PATKPatrick Industries IncCOM29$3,221<0.1%+16+123.1%加碼歷史
USPHU S Physical Therapy IncCOM43$3,223<0.1%00.0%不變歷史
BA.PABoeing CoDEP CONV PFD A50$3,244<0.1%+14+38.9%加碼歷史
AEMAgnico Eagle Mines LtdStock16$3,248<0.1%+7+77.8%加碼歷史
RIVNRivian Automotive, Inc.Stock216$3,251<0.1%−28−11.5%減碼歷史
SBRASabra Health Care REIT, Inc.REIT171$3,288<0.1%+21+14.0%加碼歷史
PBProsperity Bancshares IncCOM49$3,292<0.1%00.0%不變歷史
RPRXRoyalty Pharma plcSHS CLASS A69$3,310<0.1%+5+7.8%加碼歷史
AZZAzz IncCOM27$3,379<0.1%00.0%不變歷史
POWIPower Integrations IncCOM66$3,379<0.1%00.0%不變歷史
YOUClear Secure, Inc.COM CL A70$3,389<0.1%−58−45.3%減碼歷史
KRGKite Realty Group TrustCOM NEW139$3,412<0.1%+5+3.7%加碼歷史
LNCLincoln National CorpCOM97$3,444<0.1%00.0%不變歷史
AUDCAudiocodes LtdORD412$3,465<0.1%−2−0.5%減碼歷史
FRPTFreshpet, Inc.Stock60$3,538<0.1%00.0%不變歷史
ADCAgree Realty CorpCOM47$3,543<0.1%+20+74.1%加碼歷史
SXIStandex International CorpCOM14$3,568<0.1%00.0%不變歷史
SFBSServisFirst Bancshares, Inc.COM49$3,569<0.1%+49新進歷史
SKWDSkyward Specialty Insurance Group, Inc.COM82$3,582<0.1%−45−35.4%減碼歷史
BKEBuckle IncCOM73$3,676<0.1%+9+14.1%加碼歷史
PRDOPerdoceo Education CorpCOM99$3,684<0.1%+18+22.2%加碼歷史
AAONAaon, Inc.COM PAR $0.00445$3,724<0.1%−4−8.2%減碼歷史
AMTMAmentum Holdings, Inc.COM143$3,729<0.1%−1−0.7%減碼歷史
GLOBGlobant S.A.COM84$3,873<0.1%+50+147.1%加碼歷史
MORNMorningstar, Inc.COM23$3,888<0.1%+9+64.3%加碼歷史
FSVFirstService CorpCOM28$3,890<0.1%+6+27.3%加碼歷史
GFLGFL Environmental Inc.SUB VTG SHS94$3,909<0.1%+5+5.6%加碼歷史
BBarrick Mining CorpStock97$3,952<0.1%+28+40.6%加碼歷史
CGNXCognex CorpCOM81$3,968<0.1%00.0%不變歷史
VMIValmont Industries IncCOM10$3,996<0.1%−4−28.6%減碼歷史
MFAMfa Financial, Inc.COM418$4,004<0.1%+418新進歷史
ALLYAlly Financial Inc.Stock103$4,041<0.1%−9−8.0%減碼歷史
LOPEGrand Canyon Education, Inc.COM24$4,081<0.1%00.0%不變歷史
NWSNews CorpCL B144$4,105<0.1%+10+7.5%加碼歷史
VFCV F CorpStock242$4,112<0.1%+128+112.3%加碼歷史
HXLHexcel CorpCOM51$4,127<0.1%00.0%不變歷史
ZZillow Group, Inc.CL C CAP STK100$4,138<0.1%−383−79.3%減碼歷史
KLICKulicke & Soffa Industries IncCOM63$4,140<0.1%−26−29.2%減碼歷史
RHPRyman Hospitality Properties, Inc.COM46$4,244<0.1%00.0%不變歷史
MSAMSA Safety IncCOM26$4,263<0.1%00.0%不變歷史
TNLTravel & Leisure Co.COM62$4,290<0.1%−65−51.2%減碼歷史
HOMBHome Bancshares IncCOM162$4,363<0.1%+15+10.2%加碼歷史
ALCAlcon IncStock58$4,370<0.1%−1,363−95.9%減碼歷史
NUNu Holdings Ltd.ORD SHS CL A309$4,440<0.1%+119+62.6%加碼歷史
UTLUnitil CorpCOM85$4,440<0.1%+85新進歷史
BRKRBruker CorpCOM125$4,515<0.1%−58−31.7%減碼歷史
DDSDillard's, Inc.CL A8$4,577<0.1%00.0%不變歷史
LMATLemaitre Vascular IncCOM42$4,585<0.1%00.0%不變歷史
RYNRayonier IncCOM227$4,681<0.1%+227新進歷史
LFUSLittelfuse IncCOM14$4,751<0.1%−5−26.3%減碼歷史
DKSDick's Sporting Goods, Inc.Stock24$4,759<0.1%−4−14.3%減碼歷史
PSMTPricesmart IncCOM32$4,816<0.1%00.0%不變歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL96$4,836<0.1%00.0%不變–
PHINPhinia Inc.COMMON STOCK71$4,859<0.1%+4+6.0%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF58$4,898<0.1%00.0%不變–
RYANRyan Specialty Holdings, Inc.CL A149$5,027<0.1%−331−69.0%減碼歷史
TRNOTerreno Realty CorpCOM82$5,036<0.1%00.0%不變歷史
KMPRKEMPER CorpCOM166$5,073<0.1%00.0%不變歷史
EPDEnterprise Products Partners L.P.Stock136$5,146<0.1%00.0%不變歷史
SAROStandardAero, Inc.COM207$5,347<0.1%00.0%不變歷史
MRPMillrose Properties, Inc.COM CL A193$5,404<0.1%−1−0.5%減碼歷史
MIDDMIDDLEBY CorpCOM41$5,436<0.1%00.0%不變歷史
MSTRStrategy IncStock44$5,491<0.1%−1,125−96.2%減碼歷史
SAMBoston Beer Co IncCL A24$5,530<0.1%+2+9.1%加碼歷史
CPCanadian Pacific Kansas City LtdCOM71$5,570<0.1%+14+24.6%加碼歷史
SCIService Corp InternationalCOM68$5,611<0.1%00.0%不變歷史
URBNUrban Outfitters IncCOM91$5,765<0.1%+11+13.8%加碼歷史
Carnival Corp Ltd.14365C103ADR224$5,772<0.1%+166+286.2%加碼–
DLBDolby Laboratories, Inc.COM CL A97$5,826<0.1%+5+5.4%加碼歷史
ENSGEnsign Group, IncCOM29$5,844<0.1%−1−3.3%減碼歷史
SEESealed Air CorpCOM141$5,929<0.1%−26,104−99.5%減碼歷史
IONSIonis Pharmaceuticals IncCOM80$6,007<0.1%−2−2.4%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM214$6,016<0.1%00.0%不變歷史
RALRalliant CorpStock150$6,239<0.1%−13−8.0%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3257$6,248<0.1%+154+149.5%加碼歷史
NEXNNexxen International Ltd.SHS NEW965$6,292<0.1%+94+10.8%加碼歷史
BF.BBrown Forman CorpStock239$6,319<0.1%−86−26.5%減碼歷史
PKPark Hotels & Resorts Inc.COM604$6,360<0.1%+72+13.5%加碼歷史
VSNTVersant Media Group, Inc.COM CL A176$6,516<0.1%+176新進歷史
PAYCPaycom Software, Inc.Stock54$6,563<0.1%+42+350.0%加碼歷史

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