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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
NTRANatera, Inc.COM33$6,600<0.1%−45−57.7%減碼歷史
NYTNew York Times CoCL A80$6,698<0.1%+12+17.6%加碼歷史
LEN.BLennar CorpCL B80$6,730<0.1%00.0%不變歷史
SKTTanger Inc.COM200$6,796<0.1%00.0%不變歷史
WHRWhirlpool CorpStock127$6,848<0.1%+55+76.4%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR309$6,971<0.1%+272+735.1%加碼歷史
WDSWoodside Energy Group LtdADR296$7,068<0.1%+171+136.8%加碼歷史
APPFAppfolio IncCOM CL A45$7,102<0.1%−143−76.1%減碼歷史
PSOPearson PLCSPONSORED ADR557$7,313<0.1%+449+415.7%加碼歷史
PAGPenske Automotive Group, Inc.COM49$7,326<0.1%00.0%不變歷史
FRTFederal Realty Investment TrustSH BEN INT NEW70$7,435<0.1%00.0%不變歷史
Schwab Strategic Tr8085246985 10YR CORP BD328$7,439<0.1%00.0%不變–
EPAMEPAM Systems, Inc.COM55$7,447<0.1%−5−8.3%減碼歷史
CAGConagra Brands Inc.Stock482$7,577<0.1%+143+42.2%加碼歷史
SJMJ M SMUCKER CoStock79$7,619<0.1%+2+2.6%加碼歷史
LLYVKLiberty Live Holdings, Inc.COM SHS SER C81$7,623<0.1%−15−15.6%減碼歷史
INVHInvitation Homes Inc.COM308$7,654<0.1%+194+170.2%加碼歷史
FHNFirst Horizon CorpCOM337$7,670<0.1%+328+3,644.4%加碼歷史
AXSAxis Capital Holdings LtdSHS77$7,809<0.1%00.0%不變歷史
KRCKilroy Realty CorpCOM280$7,899<0.1%+9+3.3%加碼歷史
AGXArgan IncStock15$8,170<0.1%−5−25.0%減碼歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF78$8,233<0.1%+78新進–
AFRMAffirm Holdings, Inc.COM CL A181$8,293<0.1%+76+72.4%加碼歷史
RDYDr Reddys Laboratories LtdADR605$8,379<0.1%00.0%不變歷史
DOXAmdocs LtdSHS129$8,419<0.1%+11+9.3%加碼歷史
LADRLadder Capital CorpCL A883$8,627<0.1%−885−50.1%減碼歷史
PFGCPerformance Food Group CoCOM101$8,652<0.1%−2−1.9%減碼歷史
CWSTCasella Waste Systems IncCL A110$8,727<0.1%−42−27.6%減碼歷史
FWONALiberty Media CorpCOM LBTY ONE S A112$8,745<0.1%−420−78.9%減碼歷史
RVMDRevolution Medicines, Inc.COM90$8,753<0.1%+8+9.8%加碼歷史
DTMDT Midstream, Inc.COMMON STOCK65$8,754<0.1%−6−8.5%減碼歷史
AAAlcoa CorpStock132$8,756<0.1%+129+4,300.0%加碼歷史
WUWestern Union COStock1,013$8,843<0.1%+113+12.6%加碼歷史
ASAmer Sports, Inc.COM SHS270$8,888<0.1%−9−3.2%減碼歷史
BAHBooz Allen Hamilton Holding CorpCL A114$8,895<0.1%+50+78.1%加碼歷史
LKQLKQ CorpCOM307$9,017<0.1%−250−44.9%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW284$9,026<0.1%+242+576.2%加碼歷史
BLDRBuilders FirstSource, Inc.Stock110$9,056<0.1%+110新進歷史
UNFUnifirst CorpCOM36$9,057<0.1%−37−50.7%減碼歷史
OIIOceaneering International IncStock256$9,080<0.1%+256新進歷史
DARDarling Ingredients Inc.COM147$9,092<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM38$9,196<0.1%00.0%不變歷史
INSWInternational Seaways, Inc.COM128$9,329<0.1%+1+0.8%加碼歷史
BABAAlibaba Group Holding LtdADR75$9,410<0.1%00.0%不變歷史
STWDStarwood Property Trust, Inc.COM547$9,419<0.1%+63+13.0%加碼歷史
WYWeyerhaeuser CoCOM NEW388$9,479<0.1%+158+68.7%加碼歷史
CHTRCharter Communications, Inc.CL A45$9,715<0.1%−27−37.5%減碼歷史
FRFirst Industrial Realty Trust IncCOM168$9,719<0.1%−82−32.8%減碼歷史
RBCRBC Bearings INCCOM18$9,776<0.1%−4−18.2%減碼歷史
CPNGCoupang, Inc.CL A520$9,818<0.1%−218−29.5%減碼歷史
PTCTPTC Therapeutics, Inc.COM148$1.01 萬<0.1%00.0%不變歷史
QLYSQualys, Inc.COM115$1.01 萬<0.1%−7−5.7%減碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$1.04 萬<0.1%+135+37.2%加碼–
INCYIncyte CorpCOM111$1.04 萬<0.1%−1−0.9%減碼歷史
TAPMolson Coors Beverage CoCL B244$1.05 萬<0.1%+40+19.6%加碼歷史
EIGEmployers Holdings, Inc.COM258$1.06 萬<0.1%+6+2.4%加碼歷史
LOGILogitech International S.A.SHS117$1.07 萬<0.1%+91+350.0%加碼歷史
MOHMolina Healthcare, Inc.COM81$1.08 萬<0.1%+25+44.6%加碼歷史
OGEOGE Energy Corp.COM226$1.08 萬<0.1%00.0%不變歷史
ZBHZimmer Biomet Holdings, Inc.Stock121$1.09 萬<0.1%−1,031−89.5%減碼歷史
LVSLas Vegas Sands CorpCOM204$1.10 萬<0.1%+10+5.2%加碼歷史
SLGNSilgan Holdings IncCOM285$1.11 萬<0.1%+28+10.9%加碼歷史
HALOHalozyme Therapeutics, Inc.COM173$1.12 萬<0.1%+119+220.4%加碼歷史
SLMSLM CorpCOM524$1.12 萬<0.1%+80+18.0%加碼歷史
RPMRPM International IncCOM113$1.12 萬<0.1%−34−23.1%減碼歷史
WCNWaste Connections, Inc.COM70$1.13 萬<0.1%−337−82.8%減碼歷史
PUKPrudential PLCADR401$1.14 萬<0.1%+274+215.7%加碼歷史
CACCCredit Acceptance CorpCOM27$1.14 萬<0.1%−18−40.0%減碼歷史
WYNNWynn Resorts LtdCOM114$1.16 萬<0.1%+15+15.2%加碼歷史
SOLVSolventum CorpStock178$1.16 萬<0.1%−12−6.3%減碼歷史
BEBloom Energy CorpCOM CL A86$1.17 萬<0.1%+80+1,333.3%加碼歷史
ALKAlaska Air Group, Inc.COM317$1.17 萬<0.1%+42+15.3%加碼歷史
TRUTransUnionCOM172$1.19 萬<0.1%−59−25.5%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK494$1.21 萬<0.1%−1,484−75.0%減碼歷史
ESIElement Solutions IncCOM356$1.22 萬<0.1%−168−32.1%減碼歷史
HESMHess Midstream LPCL A SHS313$1.22 萬<0.1%−140−30.9%減碼歷史
PINSPinterest, Inc.CL A667$1.22 萬<0.1%−1,405−67.8%減碼歷史
MDUMdu Resources Group IncStock599$1.24 萬<0.1%00.0%不變歷史
AUAngloGold Ashanti PLCCOM SHS129$1.26 萬<0.1%+10+8.4%加碼歷史
MZTIMarzetti CoCOM91$1.26 萬<0.1%−45−33.1%減碼歷史
SUNBSunbelt Rentals Holdings, Inc.SHS196$1.28 萬<0.1%+196新進歷史
WSMWilliams Sonoma IncCOM71$1.29 萬<0.1%+12+20.3%加碼歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL383$1.31 萬<0.1%00.0%不變–
POSTPost Holdings, Inc.COM133$1.31 萬<0.1%−909−87.2%減碼歷史
OWLBlue Owl Capital Inc.COM CL A1,467$1.34 萬<0.1%−15,786−91.5%減碼歷史
COKECoca-Cola Consolidated, Inc.COM70$1.34 萬<0.1%00.0%不變歷史
NEUNewmarket CorpCOM21$1.35 萬<0.1%−13−38.2%減碼歷史
CPBCAMPBELL'S CoCOM608$1.35 萬<0.1%−19,863−97.0%減碼歷史
ATKRAtkore Inc.COM230$1.35 萬<0.1%+26+12.7%加碼歷史
MGYMagnolia Oil & Gas CorpCL A445$1.40 萬<0.1%−155−25.8%減碼歷史
SWKSSkyworks Solutions, Inc.Stock263$1.41 萬<0.1%−113−30.1%減碼歷史
HIMXHimax Technologies, Inc.SPONSORED ADR1,794$1.41 萬<0.1%−20−1.1%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A280$1.42 萬<0.1%−427−60.4%減碼歷史
RKLBRocket Lab CorpCOM222$1.43 萬<0.1%+148+200.0%加碼歷史
YUMCYum China Holdings, Inc.COM293$1.43 萬<0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM96$1.44 萬<0.1%−7,608−98.8%減碼歷史
TECHBIO-TECHNE CorpCOM284$1.48 萬<0.1%+13+4.8%加碼歷史
Vanguard Utilities ETF92204A876ETF75$1.49 萬<0.1%−129−63.2%減碼–
UDRUDR, Inc.COM440$1.49 萬<0.1%+59+15.5%加碼歷史
MHKMohawk Industries IncCOM153$1.51 萬<0.1%−4−2.5%減碼歷史

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