跳到主要內容
Livermore
Livermore
中文EN

TD Private Client Wealth LLC

SEC CIK
0001551017
最新申報
2026/8/4

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/4 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
1,698
較 2026 年第 1 季 +49
總值
$54.4 億
較 2026 年第 1 季 +$6.20 億 (+12.9%)
申報日
2026/8/4
SEC
TD Private Client Wealth LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PLUGPlug Power IncStock1$2<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM1$5<0.1%00.0%不變歷史
GLDMWorld Gold TrustSPDR GLD MINIS0$7<0.1%0不變歷史
Invesco Exch Traded FD Tr II46138E131S&P SMLCAP HIG1$7<0.1%00.0%不變–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1$9<0.1%00.0%不變歷史
RABrookfield Real Assets Income Fund Inc.SHS BEN INT1$12<0.1%00.0%不變歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD1$14<0.1%00.0%不變–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1$16<0.1%00.0%不變–
ATHMAutohome Inc.SP ADS RP CL A1$18<0.1%00.0%不變歷史
iShares Tr46434V4070-5YR HI YL CP1$31<0.1%00.0%不變–
iShares Tr46435U853BROAD USD HIGH1$33<0.1%−4,493−100.0%減碼–
Vanguard Long-Term Treasury ETF92206C847ETF1$35<0.1%00.0%不變–
iShares Tr46435G326CORE MSCI INTL1$40<0.1%00.0%不變–
SPDR Series Trust78464A664ST LON TREAS ETF2$50<0.1%00.0%不變–
BCPCBalchem CorpCOM0$61<0.1%0不變歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF1$69<0.1%−4,730−100.0%減碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF1$70<0.1%00.0%不變–
RLJ.PARLJ Lodging TrustCUM CONV PFD A3$74<0.1%00.0%不變歷史
ORAOrmat Technologies, Inc.COM1$77<0.1%00.0%不變歷史
CAKECheesecake Factory IncCOM1$80<0.1%00.0%不變歷史
iShares Inc464286608MSCI EURZONE ETF1$80<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1$82<0.1%00.0%不變–
VGNTVersigent PLCORDINARY SHARES2$84<0.1%+2新進歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV1$87<0.1%00.0%不變–
MBCMasterBrand, Inc.COMMON STOCK9$93<0.1%00.0%不變歷史
Vanguard Whitehall FDS921946810INTL DVD ETF1$99<0.1%00.0%不變–
iShares Tr464288273EAFE SML CP ETF1$103<0.1%00.0%不變–
IRTCiRhythm Holdings, Inc.COM1$119<0.1%00.0%不變歷史
GVAGranite Construction IncCOM1$134<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE1$138<0.1%00.0%不變–
HOVHovnanian Enterprises IncCL A NEW1$142<0.1%00.0%不變歷史
LOPEGrand Canyon Education, Inc.COM1$143<0.1%−23−95.8%減碼歷史
HTZWWHertz Global Holdings, IncCommon Stock131$143<0.1%00.0%不變歷史
AKRAcadia Realty TrustCOM SH BEN INT7$146<0.1%00.0%不變歷史
DXCDXC Technology CoStock17$150<0.1%−22−56.4%減碼歷史
HGVHilton Grand Vacations Inc.COM3$157<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM35$160<0.1%00.0%不變歷史
NOVTNovanta IncCOM1$162<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM2$163<0.1%00.0%不變歷史
WDWalker & Dunlop, Inc.COM3$164<0.1%00.0%不變歷史
NICNicolet Bankshares IncCOM1$165<0.1%00.0%不變歷史
RHRHCOM1$165<0.1%00.0%不變歷史
WHWyndham Hotels & Resorts, Inc.COM2$168<0.1%00.0%不變歷史
APAMArtisan Partners Asset Management Inc.CL A5$173<0.1%00.0%不變歷史
IVTInvenTrust Properties Corp.COM NEW5$177<0.1%00.0%不變歷史
LAURLaureate Education, Inc.COMMON STOCK5$182<0.1%00.0%不變歷史
FGF&G Annuities & Life, Inc.COMMON STOCK7$186<0.1%−3−30.0%減碼歷史
CLVTClarivate PLCORD SHS89$192<0.1%00.0%不變歷史
NEWTNewtekOne, Inc.COM NEW13$193<0.1%00.0%不變歷史
SIGISelective Insurance Group IncCOM2$194<0.1%00.0%不變歷史
OSWOnespaworld Holdings LtdCOM7$198<0.1%00.0%不變歷史
YETIYETI Holdings, Inc.COM4$198<0.1%00.0%不變歷史
TNETTrinet Group, Inc.COM4$198<0.1%00.0%不變歷史
JBLUJetBlue Airways CorpCOM35$201<0.1%00.0%不變歷史
GOODGladstone Commercial CorpCOM17$209<0.1%00.0%不變歷史
KMXCarMax IncCOM4$212<0.1%00.0%不變歷史
AQNAlgonquin Power & Utilities Corp.COM36$212<0.1%−34−48.6%減碼歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A4$225<0.1%00.0%不變歷史
PDDPDD Holdings Inc.SPONSORED ADS3$229<0.1%00.0%不變歷史
SHBIShore Bancshares IncCOM10$230<0.1%00.0%不變歷史
IPGPIpg Photonics CorpCOM2$235<0.1%00.0%不變歷史
DRHDiamondRock Hospitality CoCOM20$244<0.1%00.0%不變歷史
IMXIInternational Money Express, Inc.COM17$246<0.1%+17新進歷史
PSKYParamount Skydance CorpCOM CL B25$247<0.1%−154−86.0%減碼歷史
EPMEvolution Petroleum CorpCOM67$247<0.1%+67新進歷史
CRVLCorvel CorpCOM4$250<0.1%00.0%不變歷史
PRMPerimeter Solutions, Inc.COMMON STOCK7$250<0.1%−487−98.6%減碼歷史
HTLDHeartland Express IncCOM17$259<0.1%00.0%不變歷史
AFRIForafric Global PLCORDINARY SHARES26$262<0.1%+26新進歷史
LBRDALiberty Broadband CorpCOM SER A8$266<0.1%+8新進歷史
MODModine Manufacturing CoCOM1$267<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM11$270<0.1%00.0%不變歷史
DCHDauch CorpCOM50$271<0.1%00.0%不變歷史
ABCBAmeris BancorpCOM3$271<0.1%00.0%不變歷史
IIIInformation Services Group Inc.COM66$271<0.1%00.0%不變歷史
UWMCUWM Holdings CorpCOM CL A122$279<0.1%+122新進歷史
QRVOQorvo, Inc.Stock3$280<0.1%−1−25.0%減碼歷史
OSBCOld Second Bancorp IncCOM12$280<0.1%00.0%不變歷史
CSRCenterspaceCOM5$281<0.1%+5新進歷史
TVRDTvardi Therapeutics, Inc.COM149$283<0.1%+149新進歷史
CMRCCommerce.com, Inc.COM SER 196$284<0.1%00.0%不變歷史
GRNDGrindr Inc.COM20$287<0.1%+20新進歷史
PGNYProgyny, Inc.COM10$288<0.1%00.0%不變歷史
PIPRPiper Sandler CompaniesCOM NEW4$289<0.1%00.0%不變歷史
BIOBio-Rad Laboratories, Inc.CL A1$294<0.1%+1新進歷史
UEUrban Edge PropertiesCOM13$297<0.1%00.0%不變歷史
SNSharkNinja, Inc.COM SHS2$305<0.1%00.0%不變歷史
CARGCarGurus, Inc.COM CL A9$307<0.1%+4+80.0%加碼歷史
FAFirst Advantage CorpCOM17$307<0.1%00.0%不變歷史
WSFSWSFS Financial CorpCOM4$307<0.1%00.0%不變歷史
WAYWaystar Holding Corp.COM15$308<0.1%−3−16.7%減碼歷史
PLNTPlanet Fitness, Inc.CL A6$313<0.1%−4−40.0%減碼歷史
GLBEGlobal-E Online Ltd.SHS9$313<0.1%−4−30.8%減碼歷史
PCTYPaylocity Holding CorpCOM3$314<0.1%+1+50.0%加碼歷史
PBFPBF Energy Inc.CL A7$319<0.1%+7新進歷史
CNRCore Natural Resources, Inc.COM SHS4$320<0.1%+4新進歷史
AVNSAvanos Medical, Inc.Stock13$323<0.1%00.0%不變歷史
SIGASiga Technologies IncCOM92$335<0.1%+92新進歷史
MTGMgic Investment CorpCOM12$338<0.1%+8+200.0%加碼歷史
LUMNLumen Technologies, Inc.Stock45$346<0.1%00.0%不變歷史

2026 年第 1 季之後清倉（86 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

TD Private Client Wealth LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM28,779$650.5 萬0.1%歷史
PRIMPrimoris Services CorpStock3,965$56.7 萬<0.1%歷史
CSGSCSG Systems International IncCOM2,643$21.1 萬<0.1%歷史
iShares Tr464289883CORE 30 70 ETF4,490$17.9 萬<0.1%–
TUTelus CorpCOM13,952$17.9 萬<0.1%歷史
BVNBuenaventura Mining Co IncSPONSORED ADR3,073$11.1 萬<0.1%歷史
KTKT CorpSPONSORED ADR4,996$10.7 萬<0.1%歷史
CTRACoterra Energy Inc.Stock3,001$10.5 萬<0.1%歷史
SLABSilicon Laboratories Inc.Stock265$5.52 萬<0.1%歷史
SPXXNuveen S&P 500 Dynamic Overwrite FundCOM3,151$5.06 萬<0.1%歷史
SMPLSimply Good Foods CoCOM3,068$4.40 萬<0.1%歷史
BBTBeacon Financial CorpCOM1,212$3.64 萬<0.1%歷史
HUBGHub Group, Inc.CL A971$3.50 萬<0.1%歷史
HOLXHologic IncCOM444$3.36 萬<0.1%歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF924$3.34 萬<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF1,285$2.82 萬<0.1%–
WisdomTree Tr97717X560EQUITY PREMIUM642$2.05 萬<0.1%–
KEPKorea Electric Power CorpSPONSORED ADR1,385$1.97 萬<0.1%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS739$1.95 萬<0.1%歷史
GILTGilat Satellite Networks LtdSHS NEW1,247$1.84 萬<0.1%歷史
ONONOn Holding AGStock460$1.56 萬<0.1%歷史
Clearway Energy, Inc.18539C105CL A395$1.55 萬<0.1%–
HIMXHimax Technologies, Inc.SPONSORED ADR1,794$1.41 萬<0.1%歷史
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL383$1.31 萬<0.1%–
WCNWaste Connections, Inc.COM70$1.13 萬<0.1%歷史
FWONALiberty Media CorpCOM LBTY ONE S A112$8,745<0.1%歷史
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF78$8,233<0.1%–
APPFAppfolio IncCOM CL A45$7,102<0.1%歷史
WHRWhirlpool CorpStock127$6,848<0.1%歷史
SEESealed Air CorpCOM141$5,929<0.1%歷史
Carnival Corp Ltd.14365C103ADR224$5,772<0.1%–
RYNRayonier IncCOM227$4,681<0.1%歷史
PBProsperity Bancshares IncCOM49$3,292<0.1%歷史
LBTYKLiberty Global Ltd.COM CL C196$2,299<0.1%歷史
APLSApellis Pharmaceuticals, Inc.COM56$2,253<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A93$2,199<0.1%歷史
LBTYALiberty Global Ltd.COM CL A180$2,176<0.1%歷史
ACLXArcellx, Inc.COMMON STOCK18$2,067<0.1%歷史
TPGTPG Inc.COM CL A41$1,661<0.1%歷史
OIO-I Glass, Inc.COM150$1,577<0.1%歷史
CNXCConcentrix CorpStock56$1,532<0.1%歷史
OMABCentral North Airport GroupSPON ADR13$1,491<0.1%歷史
ALSumisho Air Lease CorpCL A22$1,429<0.1%歷史
IMAXImax CorpCOM30$1,140<0.1%歷史
TMDXTransMedics Group, Inc.COM11$1,094<0.1%歷史
SITCSITE Centers Corp.COM202$1,091<0.1%歷史
TEMTempus AI, Inc.CL A20$904<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM52$859<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR9$810<0.1%歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW11$776<0.1%歷史
ARVNArvinas, Inc.COM72$763<0.1%歷史
WENWendy's CoStock107$744<0.1%歷史
CRNXCrinetics Pharmaceuticals, Inc.COM19$690<0.1%歷史
PBFSPioneer Bancorp, Inc.COM47$654<0.1%歷史
CERTCertara, Inc.COM113$644<0.1%歷史
MMSMaximus, Inc.COM10$641<0.1%歷史
LYFTLyft, Inc.CL A COM46$612<0.1%歷史
WIXWix.com Ltd.SHS6$540<0.1%歷史
TELFYTelefonica S ASPONSORED ADR113$490<0.1%歷史
AVPTAvePoint, Inc.COM CL A49$466<0.1%歷史
INSPInspire Medical Systems, Inc.COM9$464<0.1%歷史
SPSCSPS Commerce IncCOM8$445<0.1%歷史
MAMAMama's Creations, Inc.COM27$414<0.1%歷史
HLHecla Mining CoCOM22$410<0.1%歷史
TENBTenable Holdings, Inc.COM24$406<0.1%歷史
GMEDGlobus Medical IncStock4$345<0.1%歷史
CNMCore & Main, Inc.CL A6$296<0.1%歷史
EFOREverforth IncCOM7$271<0.1%歷史
GTMZoomInfo Technologies Inc.Stock44$263<0.1%歷史
EVEREverQuote, Inc.COM CL A16$247<0.1%歷史
GDYNGrid Dynamics Holdings, Inc.CL A43$245<0.1%歷史
RDVTRed Violet, Inc.COM7$242<0.1%歷史
JOBYJoby Aviation, Inc.COMMON STOCK27$223<0.1%歷史
ONTFON24 Inc.COM25$203<0.1%歷史
CHWYChewy, Inc.CL A7$189<0.1%歷史
BLSHBullishORD SHS5$179<0.1%歷史
PCVXVaxcyte, Inc.COM3$174<0.1%歷史
THRMGentherm IncCOM6$167<0.1%歷史
UECUranium Energy CorpCOM12$162<0.1%歷史
AMWDAmerican Woodmark CorpCOM4$159<0.1%歷史
FLSFlowserve CorpCOM2$147<0.1%歷史
STEPStepStone Group Inc.COM CL A3$143<0.1%歷史
VYXNCR Voyix CorpCOM22$139<0.1%歷史
FOURShift4 Payments, Inc.CL A3$131<0.1%歷史
YEXTYext, Inc.COM28$108<0.1%歷史
BURBurford Capital LtdORD SHS18$81<0.1%歷史