13F 机构持仓

TD Asset Management Inc

Toronto A6 · SEC CIK 0001056053

2026Q22026Q1 更早 9 个季度 🔒
$1,232.46亿2026Q1 申报市值
1,230持仓数
25.9%前十大占比 · 第一大 4.1%
82 / 85新建仓 / 清仓
申报市值走势$1,154.30亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.1%
RY 4.0%
AAPL 3.4%
TD 2.8%
MSFT 2.6%
BMO 2.1%
GOOGL 1.8%
ENB 1.7%
CM 1.7%
AVGO 1.7%

2026Q1 买入最多 按季末市值估算

JNJ 加仓+$7.35亿
AZN 新建仓+$3.83亿
LRCX 加仓+$3.18亿
MS 加仓+$2.61亿
FCX 加仓+$2.13亿

2026Q1 卖出最多 按季末市值估算

CRH 减仓-$2.49亿
URI 减仓-$2.48亿
BKNG 减仓-$2.34亿
MSFT 减仓-$2.19亿
META 减仓-$2.18亿

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
ELV ELEVANCE HEALTH INC FORMERLY $4,927.69万0.04%168,324 5,0313.1% $147.28万 加仓
AU ANGLOGOLD ASHANTI PLC $4,941.79万0.04%507,579 366,361259.4% $3,566.89万 加仓
IR INGERSOLL RAND INC $4,962.85万0.04%619,427 -48,618-7.3% -$389.53万 减仓
TW TRADEWEB MKTS INC $4,978.07万0.04%423,089 -1,163,306-73.3% -$1.37亿 减仓
ASND ASCENDIS PHARMA A/S $4,986.13万0.04%217,992 -16,020-6.8% -$366.43万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $4,987.48万0.04%1,264,389 65,4445.5% $258.15万 加仓
VWO VANGUARD INTL EQUITY INDEX F $4,992.87万0.04%923,751 268,11840.9% $1,449.18万 加仓
MELI MERCADOLIBRE INC $5,019.17万0.04%29,029 -2,309-7.4% -$399.23万 减仓
PLD PROLOGIS INC. $5,022.85万0.04%380,001 11,3773.1% $150.38万 加仓
VLTO VERALTO CORP $5,032.41万0.04%569,148 88,48818.4% $782.41万 加仓
LOW LOWES COS INC $5,131.53万0.04%217,180 7,3423.5% $173.48万 加仓
DLTR DOLLAR TREE INC $5,186.60万0.04%473,619 -79,843-14.4% -$874.36万 减仓
LLYVK LIBERTY LIVE HOLDINGS INC $5,194.10万0.04%551,918 -4,692-0.8% -$44.16万 减仓
URI UNITED RENTALS INC $5,205.05万0.04%71,443 -339,937-82.6% -$2.48亿 减仓
MLM MARTIN MARIETTA MATLS INC $5,227.24万0.04%88,796 -3,720-4.0% -$218.99万 减仓
CVNA CARVANA CO $5,238.07万0.04%166,616 -5,119-3.0% -$160.93万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $5,256.44万0.04%579,733 -69,100-10.6% -$626.53万 减仓
TYL TYLER TECHNOLOGIES INC $5,281.66万0.04%154,263 1,5961.0% $54.64万 加仓
ADSK AUTODESK INC $5,306.85万0.04%221,673 36,01519.4% $862.20万 加仓
OTEX OPEN TEXT CORP $5,328.17万0.04%2,398,623 -160,505-6.3% -$356.54万 减仓
SNPS SYNOPSYS INC $5,475.67万0.04%138,107 8320.6% $32.99万 加仓
AIZ ASSURANT INC $5,486.35万0.04%251,887 -63,300-20.1% -$1,378.74万 减仓
EQT EQT CORP $5,512.26万0.04%866,162 -21,511-2.4% -$136.90万 减仓
PWR QUANTA SVCS INC $5,525.12万0.04%100,636 -1,260-1.2% -$69.18万 减仓
— ORLA MNG LTD NEW $5,532.29万0.04%3,451,310 -479,088-12.2% -$767.96万 减仓
EWU ISHARES TR $5,602.97万0.05%1,229,800 -265,600-17.8% -$1,210.07万 减仓
SNDK SANDISK CORP $5,603.13万0.05%88,191 50,278132.6% $3,194.36万 加仓
TIGO MILLICOM INTL CELLULAR S A $5,693.05万0.05%759,681 759,681— $5,693.05万 新建仓
XLI SELECT SECTOR SPDR TR $5,702.60万0.05%352,600 352,600— $5,702.60万 新建仓
ALL ALLSTATE CORP $5,767.85万0.05%278,183 -55,452-16.6% -$1,149.74万 减仓
TFII TRANSFORCE INC $5,818.14万0.05%536,224 -260,269-32.7% -$2,823.97万 减仓
DCI DONALDSON INC $5,827.24万0.05%686,608 -338,971-33.1% -$2,876.85万 减仓
EFXT ENERFLEX LTD $5,837.53万0.05%2,799,508 647,84830.1% $1,350.89万 加仓
FERG FERGUSON ENTERPRISES INC $5,841.47万0.05%250,469 -16,421-6.2% -$382.97万 减仓
PSX PHILLIPS 66 $5,867.42万0.05%322,067 -4,250-1.3% -$77.43万 减仓
ARGX ARGENX SE $5,902.17万0.05%80,824 -20,699-20.4% -$1,511.54万 减仓
MO ALTRIA GROUP INC $5,910.24万0.05%895,627 21,0782.4% $139.09万 加仓
SII SPROTT INC $5,917.16万0.05%415,963 221,581114.0% $3,152.04万 加仓
BKLN INVESCO EXCH TRADED FD TR II $5,922.31万0.05%2,901,670 -542,355-15.7% -$1,106.95万 减仓
LMT LOCKHEED MARTIN CORP $5,935.23万0.05%98,202 -1,128-1.1% -$68.18万 减仓
ROST ROSS STORES INC $5,938.98万0.05%274,153 -44,747-14.0% -$969.35万 减仓
EW EDWARDS LIFESCIENCES CORP $5,948.44万0.05%742,812 -35,317-4.5% -$282.82万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $5,959.85万0.05%736,238 1,7610.2% $14.26万 加仓
BTE BAYTEX ENERGY CORP $6,012.48万0.05%13,489,894 3,202,74931.1% $1,427.47万 加仓
FTI TECHNIPFMC PLC $6,018.63万0.05%870,625 -425,143-32.8% -$2,939.01万 减仓
VIK VIKING HOLDINGS LTD $6,152.36万0.05%837,284 -59,846-6.7% -$439.75万 减仓
BURL BURLINGTON STORES INC $6,181.28万0.05%189,971 -8,434-4.3% -$274.43万 减仓
SHW SHERWIN WILLIAMS CO $6,185.75万0.05%192,973 -20,063-9.4% -$643.12万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $6,201.86万0.05%104,588 -8,547-7.6% -$506.82万 减仓
GFL GFL ENVIRONMENTAL INC $6,215.78万0.05%1,494,819 480,64947.4% $1,998.64万 加仓
ROP ROPER TECHNOLOGIES INC $6,219.51万0.05%175,762 18,38011.7% $650.39万 加仓
SPGI S&P GLOBAL INC $6,250.46万0.05%146,952 2,0561.4% $87.45万 加仓
CMS CMS ENERGY CORP $6,283.68万0.05%809,961 -50,702-5.9% -$393.35万 减仓
PTC PTC INC $6,286.93万0.05%441,219 -54,707-11.0% -$779.52万 减仓
WM WASTE MGMT INC DEL $6,294.38万0.05%273,919 -11,304-4.0% -$259.75万 减仓
CSL CARLISLE COS INC $6,330.61万0.05%189,755 13,4987.7% $450.32万 加仓
BLK BLACKROCK INC $6,335.75万0.05%65,880 4,2116.8% $404.98万 加仓
CAH CARDINAL HEALTH INC $6,350.67万0.05%300,538 -73,993-19.8% -$1,563.55万 减仓
CI THE CIGNA GROUP $6,361.85万0.05%238,495 40,85420.7% $1,089.78万 加仓
EXP EAGLE MATLS INC $6,385.81万0.05%337,071 -20,749-5.8% -$393.09万 减仓
MEDP MEDPACE HLDGS INC $6,389.07万0.05%133,053 81,513158.2% $3,914.17万 加仓
EXC EXELON CORP $6,500.58万0.05%1,326,107 -9,805-0.7% -$48.06万 减仓
SAP SAP SE $6,510.19万0.05%380,246 -9,770-2.5% -$167.27万 减仓
COP CONOCOPHILLIPS $6,526.44万0.05%494,427 -24,057-4.6% -$317.55万 减仓
NOC NORTHROP GRUMMAN CORP $6,569.49万0.05%96,293 -397-0.4% -$27.08万 减仓
CIEN CIENA CORP $6,596.65万0.05%169,916 -298-0.2% -$11.57万 减仓
FSV FIRSTSERVICE CORP NEW $6,604.75万0.05%476,267 54,66413.0% $758.07万 加仓
GIL GILDAN ACTIVEWEAR INC $6,664.12万0.05%1,200,480 51,6524.5% $286.73万 加仓
VST VISTRA CORP $6,694.96万0.05%445,351 66,53517.6% $1,000.22万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $6,714.80万0.05%339,990 -87,537-20.5% -$1,728.86万 减仓
TRV TRAVELERS COMPANIES INC $6,745.80万0.05%231,274 -3,199-1.4% -$93.31万 减仓
CRWD CROWDSTRIKE HLDGS INC $6,749.45万0.05%172,881 -4,373-2.5% -$170.73万 减仓
NI NISOURCE INC $6,793.22万0.06%1,455,898 -25,641-1.7% -$119.64万 减仓
IAG IAMGOLD CORP $6,828.48万0.06%3,642,769 210,9356.1% $395.40万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $6,836.73万0.06%1,058,153 -42,178-3.8% -$272.51万 减仓
STN STANTEC INC $6,904.31万0.06%801,207 42,6005.6% $367.10万 加仓
AEIS ADVANCED ENERGY INDS $6,942.85万0.06%215,142 206,8142,483.4% $6,674.09万 加仓
SCHW SCHWAB CHARLES CORP $6,979.84万0.06%742,694 10,0471.4% $94.42万 加仓
ADBE ADOBE INC $6,980.58万0.06%287,172 -88,766-23.6% -$2,157.72万 减仓
ROL ROLLINS INC $7,080.70万0.06%1,325,725 -80,624-5.7% -$430.61万 减仓
WAB WABTEC $7,108.39万0.06%284,438 -6,244-2.1% -$156.04万 减仓
FANG DIAMONDBACK ENERGY INC $7,152.22万0.06%361,607 -18,688-4.9% -$369.63万 减仓
EQX EQUINOX GOLD CORP $7,161.05万0.06%4,974,416 -115,171-2.3% -$165.80万 减仓
DSGX DESCARTES SYS GROUP INC $7,245.98万0.06%1,014,572 329,80648.2% $2,355.44万 加仓
FWONK LIBERTY MEDIA CORP DEL $7,309.22万0.06%859,706 -171,323-16.6% -$1,456.59万 减仓
RSG REPUBLIC SVCS INC $7,344.35万0.06%335,328 -289,609-46.3% -$6,343.02万 减仓
BA BOEING CO $7,357.34万0.06%369,660 39,77312.1% $791.60万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $7,428.77万0.06%975,416 961,0956,711.1% $7,319.70万 加仓
FTNT FORTINET INC $7,469.37万0.06%914,020 -37,497-3.9% -$306.43万 减仓
HALO HALOZYME THERAPEUTICS INC $7,553.09万0.06%1,168,666 236,96225.4% $1,531.49万 加仓
GD GENERAL DYNAMICS CORP $7,649.79万0.06%222,883 2,8901.3% $99.19万 加仓
AJG GALLAGHER ARTHUR J & CO $7,674.88万0.06%354,367 -30,162-7.8% -$653.25万 减仓
DIS DISNEY WALT CO $7,677.53万0.06%796,590 16,4262.1% $158.31万 加仓
GM GENERAL MTRS CO $7,697.38万0.06%1,033,206 221,90427.4% $1,653.18万 加仓
SOBO SOUTH BOW CORP $7,876.53万0.06%2,375,127 319,49215.5% $1,059.52万 加仓
MPWR MONOLITHIC PWR SYS INC $7,884.15万0.06%72,110 -2,190-2.9% -$239.44万 减仓
WAT WATERS CORP $7,937.44万0.06%266,536 16,9386.8% $504.41万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $7,955.10万0.06%281,726 -20,359-6.7% -$574.88万 减仓
BMY BRISTOL-MYERS SQUIBB CO $8,042.04万0.07%1,325,976 29,8092.3% $180.79万 加仓
AGI ALAMOS GOLD INC $8,093.49万0.07%1,824,990 -55,204-2.9% -$244.82万 减仓