跳到主要內容

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
Schwab International Equity ETF808524805ETF3,101$8.59 萬<0.1%−78,796−96.2%減碼–
SAPSAP SEADR558$8.60 萬<0.1%+210+60.3%加碼歷史
EVTCEVERTEC, Inc.COM3,106$8.63 萬<0.1%+58+1.9%加碼歷史
NVMINova Ltd.COM159$8.63 萬<0.1%−153−49.0%減碼歷史
IVZInvesco Ltd.Stock3,281$8.66 萬<0.1%+70+2.2%加碼歷史
CBOECboe Global Markets, Inc.COM360$8.74 萬<0.1%−42−10.4%減碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR1,789$8.82 萬<0.1%−26,165−93.6%減碼–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS4,458$8.87 萬<0.1%+1,599+55.9%加碼歷史
GILGildan Activewear Inc.Stock1,721$8.88 萬<0.1%−997−36.7%減碼歷史
COLLCollegium Pharmaceutical, IncCOM2,491$9.02 萬<0.1%+252+11.3%加碼歷史
EXPEagle Materials IncCOM401$9.02 萬<0.1%−25−5.9%減碼歷史
MRNAModerna, Inc.Stock1,305$9.14 萬<0.1%−6−0.5%減碼歷史
ALBAlbemarle CorpStock684$9.24 萬<0.1%+13+1.9%加碼歷史
SPDR Series Trust78464A656ST STR TIPS ETF3,622$9.30 萬<0.1%+24+0.7%加碼–
REGNRegeneron Pharmaceuticals, Inc.COM150$9.35 萬<0.1%−20−11.8%減碼歷史
SPDR Series Trust78464A607ST STR DOW REIT829$9.37 萬<0.1%00.0%不變–
BCEBce IncCOM NEW4,436$9.55 萬<0.1%−1,241−21.9%減碼歷史
FFINFirst Financial Bankshares IncCOM2,766$9.57 萬<0.1%00.0%不變歷史
SMCISuper Micro Computer, Inc.Stock3,273$9.60 萬<0.1%+790+31.8%加碼歷史
INDVIndivior Pharmaceuticals, Inc.COM2,358$9.67 萬<0.1%−299−11.3%減碼歷史
AXTAAxalta Coating Systems Ltd.COM2,873$9.83 萬<0.1%00.0%不變歷史
KTBKontoor Brands, Inc.Stock1,191$9.93 萬<0.1%+298+33.4%加碼歷史
iShares Tr464288257MSCI ACWI ETF633$9.94 萬<0.1%−45−6.6%減碼–
RALRalliant CorpStock1,352$9.95 萬<0.1%+1,202+801.3%加碼歷史
DORMDorman Products, Inc.COM732$9.99 萬<0.1%+30+4.3%加碼歷史
BBWIBath & Body Works, Inc.COM4,359$10.1 萬<0.1%+578+15.3%加碼歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A4,516$10.1 萬<0.1%−3,127−40.9%減碼歷史
iShares Tr464288604MRGSTR SM CP GR1,560$10.2 萬<0.1%−403−20.5%減碼–
BHPBHP Group LtdADR1,233$10.3 萬<0.1%−1,294−51.2%減碼歷史
RBLXRoblox CorpStock1,895$10.3 萬<0.1%−1,212−39.0%減碼歷史
GNRCGenerac Holdings Inc.Stock353$10.3 萬<0.1%−41−10.4%減碼歷史
CMSCMS Energy CorpCOM1,363$10.4 萬<0.1%+97+7.7%加碼歷史
ESEversource EnergyStock1,447$10.5 萬<0.1%+4+0.3%加碼歷史
MTDMettler Toledo International IncCOM82$10.5 萬<0.1%−11−11.8%減碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF1,824$10.5 萬<0.1%−1,997−52.3%減碼–
STZConstellation Brands, Inc.Stock757$10.5 萬<0.1%−190−20.1%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF2,913$10.6 萬<0.1%−81−2.7%減碼–
SWKStanley Black & Decker, Inc.COM1,129$10.6 萬<0.1%+28+2.5%加碼歷史
EXLSExlService Holdings, Inc.COM4,120$10.7 萬<0.1%+44+1.1%加碼歷史
TILEInterface IncCOM2,985$10.7 萬<0.1%00.0%不變歷史
LRNStride, Inc.COM1,241$10.7 萬<0.1%+95+8.3%加碼歷史
MATMattel IncCOM7,930$11.0 萬<0.1%+5,118+182.0%加碼歷史
MELIMercadolibre IncCOM65$11.0 萬<0.1%00.0%不變歷史
HDBHDFC Bank LtdSPONSORED ADS4,322$11.2 萬<0.1%−3,547−45.1%減碼歷史
FFBCFirst Financial BancorpCOM3,309$11.2 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER1,715$11.3 萬<0.1%+82+5.0%加碼–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD1,838$11.6 萬<0.1%+967+111.0%加碼歷史
DXCMDexcom IncCOM1,732$11.7 萬<0.1%+324+23.0%加碼歷史
State Street SPDR NYSE Technology ETF78464A102ETF300$11.7 萬<0.1%00.0%不變–
DOWDow Inc.Stock4,289$11.7 萬<0.1%−1,627−27.5%減碼歷史
RAMPLiveRamp Holdings, Inc.COM3,119$11.7 萬<0.1%00.0%不變歷史
FNBFNB CorpCOM6,198$11.8 萬<0.1%00.0%不變歷史
AGNCAGNC Investment Corp.REIT10,988$12.0 萬<0.1%−5,602−33.8%減碼歷史
RGLDRoyal Gold IncStock602$12.0 萬<0.1%−46−7.1%減碼歷史
GMABGenmab A/SSPONSORED ADS4,376$12.0 萬<0.1%−824−15.8%減碼歷史
NWGNatWest Group plcSPONS ADR6,850$12.1 萬<0.1%+733+12.0%加碼歷史
FULTFulton Financial CorpCOM5,013$12.1 萬<0.1%−2,342−31.8%減碼歷史
AZOAutoZone IncCOM38$12.1 萬<0.1%+14+58.3%加碼歷史
MASMasco CorpCOM1,519$12.4 萬<0.1%+436+40.3%加碼歷史
DEODiageo PLCSPON ADR NEW1,550$12.5 萬<0.1%−88−5.4%減碼歷史
ADSKAutodesk, Inc.COM641$12.5 萬<0.1%−11,726−94.8%減碼歷史
NICENICE Ltd.SPONSORED ADR1,388$12.6 萬<0.1%−235−14.5%減碼歷史
YUMYum Brands IncStock792$12.7 萬<0.1%−2,230−73.8%減碼歷史
LEALear CorpCOM NEW947$12.7 萬<0.1%+944+31,466.7%加碼歷史
RBARB Global Inc.COM1,098$12.8 萬<0.1%+543+97.8%加碼歷史
HHyatt Hotels CorpCOM CL A668$12.9 萬<0.1%−450−40.3%減碼歷史
iShares Tr464287515EXPANDED TECH1,437$13.0 萬<0.1%+7+0.5%加碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF2,164$13.2 萬<0.1%00.0%不變–
State Street SPDR S&P Software & Services ETF78464A599ETF776$13.3 萬<0.1%00.0%不變–
DECKDeckers Outdoor CorpCOM1,355$13.5 萬<0.1%+96+7.6%加碼歷史
JBHTHunt J B Transport Services IncCOM468$13.5 萬<0.1%−3−0.6%減碼歷史
DTDynatrace, Inc.Stock3,117$13.7 萬<0.1%+1,132+57.0%加碼歷史
OKTAOkta, Inc.CL A1,007$13.7 萬<0.1%+398+65.4%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF323$13.8 萬<0.1%−1,376−81.0%減碼–
ELSEquity Lifestyle Properties IncCOM2,144$13.8 萬<0.1%−63−2.9%減碼歷史
Schwab Strategic Tr808524862SHT TM US TRES5,743$13.9 萬<0.1%+281+5.1%加碼–
STSensata Technologies Holding plcSHS2,907$13.9 萬<0.1%+1,395+92.3%加碼歷史
MOG.AMoog Inc.CL A329$13.9 萬<0.1%+1+0.3%加碼歷史
FDSFactset Research Systems IncStock610$14.0 萬<0.1%+596+4,257.1%加碼歷史
CPTCamden Property TrustREIT1,229$14.1 萬<0.1%+42+3.5%加碼歷史
DDominion Energy, IncStock2,066$14.1 萬<0.1%−21,604−91.3%減碼歷史
TDGTransDigm Group INCCOM107$14.3 萬<0.1%−62−36.7%減碼歷史
IRIngersoll Rand Inc.COM1,763$14.5 萬<0.1%+494+38.9%加碼歷史
FITBFifth Third BancorpCOM2,615$14.7 萬<0.1%−119−4.4%減碼歷史
CNCCentene CorpStock2,302$14.8 萬<0.1%−155−6.3%減碼歷史
SANBanco Santander, S.A.ADR10,718$14.8 萬<0.1%+207+2.0%加碼歷史
SPGSimon Property Group Inc.REIT662$14.8 萬<0.1%−2,653−80.0%減碼歷史
SFStifel Financial CorpCOM2,124$14.8 萬<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT1,974$14.9 萬<0.1%−9,524−82.8%減碼歷史
DVADavita Inc.COM676$15.0 萬<0.1%+120+21.6%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR2,330$15.1 萬<0.1%+20+0.9%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF1,582$15.1 萬<0.1%+455+40.4%加碼–
CMCCommercial Metals CoStock2,500$15.7 萬<0.1%−2,807−52.9%減碼歷史
PEGPublic Service Enterprise Group IncCOM1,948$15.8 萬<0.1%−519−21.0%減碼歷史
DDDuPont de Nemours, Inc.Stock1,181$16.0 萬<0.1%−69−5.5%減碼依 1 比 3 拆股換算歷史
GRMNGarmin LtdSHS677$16.1 萬<0.1%−23−3.3%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF717$16.2 萬<0.1%00.0%不變–
iShares Inc46434G764MSCI EMRG CHN1,592$16.3 萬<0.1%+472+42.1%加碼–
ELVElevance Health, Inc.Stock422$16.3 萬<0.1%−3,708−89.8%減碼歷史
AFLAflac IncStock1,400$16.4 萬<0.1%−60−4.1%減碼歷史

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