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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
KNTKKinetik Holdings Inc.COM NEW CL A33$1,595<0.1%00.0%不變歷史
KYMRKymera Therapeutics, Inc.COM14$1,605<0.1%00.0%不變歷史
LKFTLakefront Biotherapeutics NVSPON ADR54$1,619<0.1%−7−11.5%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF47$1,636<0.1%00.0%不變–
FRSHFreshworks Inc.Stock162$1,639<0.1%+162新進歷史
ONBOld National BancorpStock64$1,658<0.1%00.0%不變歷史
RRXRegal Rexnord CorpCOM7$1,667<0.1%00.0%不變歷史
Global X FDS37954Y475S&P 500 COVERED41$1,672<0.1%00.0%不變–
TTMITTM Technologies IncCOM9$1,683<0.1%+7+350.0%加碼歷史
RBRKRubrik, Inc.Stock21$1,686<0.1%+16+320.0%加碼歷史
ARAntero Resources CorpCOM48$1,687<0.1%+37+336.4%加碼歷史
DOCUDocuSign, Inc.Stock38$1,688<0.1%+27+245.5%加碼歷史
VKTXViking Therapeutics, Inc.COM44$1,716<0.1%00.0%不變歷史
PIMCO ETF Tr72201R585MULTISECTOR BD65$1,724<0.1%−10−13.3%減碼–
BRCBrady CorpCL A19$1,740<0.1%+19新進歷史
ARCCAres Capital CorpCEF95$1,760<0.1%00.0%不變歷史
ESTCElastic N.V.ORD SHS31$1,768<0.1%+27+675.0%加碼歷史
STLAStellantis N.V.SHS312$1,775<0.1%+263+536.7%加碼歷史
ROADConstruction Partners, Inc.COM CL A15$1,782<0.1%00.0%不變歷史
DEIDouglas Emmett IncCOM151$1,782<0.1%−133−46.8%減碼歷史
FIVNFive9, Inc.COM84$1,791<0.1%+84新進歷史
BROSDutch Bros Inc.CL A25$1,795<0.1%00.0%不變歷史
TXG10x Genomics, Inc.CL A COM47$1,802<0.1%00.0%不變歷史
NAVINavient CorpCOM213$1,813<0.1%+119+126.6%加碼歷史
ECGEverus Construction Group, Inc.Stock11$1,825<0.1%00.0%不變歷史
DNLIDenali Therapeutics Inc.COM71$1,826<0.1%00.0%不變歷史
MRXMarex Group LtdORD30$1,829<0.1%−4−11.8%減碼歷史
FRPTFreshpet, Inc.Stock31$1,833<0.1%−29−48.3%減碼歷史
ORIOld Republic International CorpCOM45$1,841<0.1%00.0%不變歷史
STNStantec IncCOM27$1,861<0.1%+17+170.0%加碼歷史
APLDApplied Digital Corp.COM NEW50$1,865<0.1%+40+400.0%加碼歷史
NXTNextpower Inc.Stock16$1,906<0.1%+14+700.0%加碼歷史
TGTXTG Therapeutics, Inc.COM35$1,923<0.1%+35新進歷史
BKHBlack Hills CorpCOM26$1,934<0.1%+26新進歷史
FLUTFlutter Entertainment plcSHS19$1,941<0.1%−2−9.5%減碼歷史
NSPInsperity, Inc.COM47$1,942<0.1%00.0%不變歷史
PCG.PXPG&E CorpPFD CONV SER A47$1,944<0.1%00.0%不變歷史
SAMBoston Beer Co IncCL A11$1,947<0.1%−13−54.2%減碼歷史
TWSTTwist Bioscience CorpCOM19$1,955<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM17$1,999<0.1%+8+88.9%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A34$2,018<0.1%−246−87.9%減碼歷史
DFTXDefinium Therapeutics, Inc.COM SHS43$2,023<0.1%+43新進歷史
EPR.PCEpr PropertiesPFD C CV 5.75%79$2,024<0.1%+8+11.3%加碼歷史
AVTRAvantor, Inc.COM205$2,030<0.1%+205新進歷史
VRNSVaronis Systems IncCOM49$2,056<0.1%00.0%不變歷史
GTLSChart Industries IncCOM10$2,089<0.1%−3−23.1%減碼歷史
XRNChiron Real Estate Inc.COM NEW56$2,101<0.1%+19+51.4%加碼歷史
VFCV F CorpStock128$2,135<0.1%−114−47.1%減碼歷史
AGIAlamos Gold IncStock72$2,182<0.1%+72新進歷史
KNKnowles CorpCOM53$2,198<0.1%+53新進歷史
ALB.PAAlbemarle Corp7.25% DEP SHS A40$2,214<0.1%00.0%不變歷史
GLOBGlobant S.A.COM77$2,228<0.1%−7−8.3%減碼歷史
VEONVEON Ltd.SPONSORED ADS43$2,245<0.1%−1−2.3%減碼歷史
NPOEnpro Inc.COM6$2,262<0.1%+6新進歷史
GIBCgi IncCL A35$2,262<0.1%+23+191.7%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A174$2,325<0.1%−135−43.7%減碼歷史
Global X FDS37960A230AI SEMI QUAN ETF22$2,339<0.1%+22新進–
VIAVViavi Solutions Inc.COM49$2,340<0.1%00.0%不變歷史
CORTCorcept Therapeutics IncCOM27$2,348<0.1%−50−64.9%減碼歷史
HUBSHubSpot IncCOM13$2,373<0.1%+7+116.7%加碼歷史
CAECae IncCOM95$2,381<0.1%+62+187.9%加碼歷史
CRWVCoreWeave, Inc.Stock24$2,389<0.1%+24新進歷史
APGEApogee Therapeutics, Inc.COM18$2,389<0.1%00.0%不變歷史
LLYVKLiberty Live Holdings, Inc.COM SHS SER C23$2,430<0.1%−58−71.6%減碼歷史
PORPortland General Electric CoCOM NEW47$2,436<0.1%+47新進歷史
OTEXOpen Text CorpCOM111$2,459<0.1%+96+640.0%加碼歷史
PRMBPrimo Brands CorpCLASS A COM SHS101$2,468<0.1%+92+1,022.2%加碼歷史
CPACopa Holdings, S.A.CL A16$2,489<0.1%+6+60.0%加碼歷史
IMOImperial Oil LtdCOM NEW23$2,576<0.1%+23新進歷史
WINGWingstop Inc.COM15$2,601<0.1%−4−21.1%減碼歷史
TRIThomson Reuters CorpStock32$2,613<0.1%+32新進歷史
TKRTimken CoCOM18$2,616<0.1%+8+80.0%加碼歷史
ROKURoku, IncCOM CL A19$2,625<0.1%+19新進歷史
SBRSabine Royalty TrustUNIT BEN INT36$2,635<0.1%+8+28.6%加碼歷史
ECHOEchoStar CORPCL A26$2,639<0.1%+25+2,500.0%加碼歷史
NTNXNutanix, Inc.Stock53$2,701<0.1%+24+82.8%加碼歷史
ETSYEtsy IncCOM36$2,712<0.1%−27−42.9%減碼歷史
KEXKirby CorpCOM20$2,719<0.1%+12+150.0%加碼歷史
KRMNKarman Holdings Inc.COMMON STOCK55$2,746<0.1%−148−72.9%減碼歷史
BBDBank BradescoSP ADR PFD NEW802$2,783<0.1%00.0%不變歷史
GRABGrab Holdings LtdCLASS A ORD748$2,820<0.1%+616+466.7%加碼歷史
LLYVALiberty Live Holdings, Inc.COM SER A28$2,835<0.1%+24+600.0%加碼歷史
DSGXDescartes Systems Group IncCOM41$2,839<0.1%+22+115.8%加碼歷史
BIRKBirkenstock Holding plcCOM SHS66$2,840<0.1%+38+135.7%加碼歷史
RGENRepligen CorpCOM21$2,865<0.1%00.0%不變歷史
PBAPembina Pipeline CorpCOM62$2,868<0.1%+47+313.3%加碼歷史
REZIResideo Technologies, Inc.Stock93$2,892<0.1%00.0%不變歷史
RLIRli CorpCOM49$2,894<0.1%+49新進歷史
PEverpure, Inc.CL A37$2,915<0.1%+12+48.0%加碼歷史
HTHTH World Group LtdSPONSORED ADS70$2,920<0.1%−1,088−94.0%減碼歷史
REYNReynolds Consumer Products Inc.COM109$2,927<0.1%+109新進歷史
ASTSAST SpaceMobile, Inc.COM CL A33$2,932<0.1%+4+13.8%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT349$2,946<0.1%+246+238.8%加碼歷史
WWayfair Inc.CL A32$2,957<0.1%−5−13.5%減碼歷史
KBRKBR, Inc.COM87$3,004<0.1%00.0%不變歷史
EMAEmera IncCOM57$3,023<0.1%+57新進歷史
FCFSFirstCash Holdings, Inc.COM14$3,028<0.1%+14新進歷史
BLDRBuilders FirstSource, Inc.Stock34$3,042<0.1%−76−69.1%減碼歷史
CPKChesapeake Utilities CorpCOM25$3,062<0.1%00.0%不變歷史
BKEBuckle IncCOM73$3,081<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