TD Asset Management Inc
Toronto A6 · SEC CIK 0001056053
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC | $8,400.81万 | 0.07% | 401,914 | 38,376 | 10.6% | $802.14万 | 加仓 |
| MSCI | MSCI INC | $8,453.99万 | 0.07% | 156,843 | 1,311 | 0.8% | $70.66万 | 加仓 |
| CB | CHUBB LTD SWITZ | $8,478.74万 | 0.07% | 260,140 | -3,580 | -1.4% | -$116.68万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $8,555.74万 | 0.07% | 2,201,117 | -425,321 | -16.2% | -$1,653.22万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $8,581.73万 | 0.07% | 2,989,109 | -387,303 | -11.5% | -$1,111.95万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $8,597.73万 | 0.07% | 1,133,518 | 421,624 | 59.2% | $3,198.02万 | 加仓 |
| — | HONEYWELL INTL INC | $8,612.01万 | 0.07% | 381,012 | 10,832 | 2.9% | $244.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $8,680.27万 | 0.07% | 541,434 | 142,931 | 35.9% | $2,291.47万 | 加仓 |
| MDT | MEDTRONIC PLC | $8,704.75万 | 0.07% | 1,004,587 | -38,016 | -3.6% | -$329.41万 | 减仓 |
| CVS | CVS HEALTH CORP | $8,708.07万 | 0.07% | 1,212,485 | -12,472 | -1.0% | -$89.57万 | 减仓 |
| LQD | ISHARES TR | $8,765.64万 | 0.07% | 804,261 | 108,154 | 15.5% | $1,178.77万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,846.06万 | 0.07% | 1,380,471 | 145,844 | 11.8% | $934.57万 | 加仓 |
| INTU | INTUIT | $8,940.75万 | 0.07% | 206,780 | 38,204 | 22.7% | $1,651.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $8,947.70万 | 0.07% | 451,357 | -1,051,669 | -70.0% | -$2.08亿 | 减仓 |
| CAE | CAE INC | $9,157.94万 | 0.07% | 3,528,537 | 823,677 | 30.5% | $2,137.77万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,325.50万 | 0.08% | 281,848 | 12,747 | 4.7% | $421.76万 | 加仓 |
| UNP | UNION PAC CORP | $9,358.63万 | 0.08% | 385,732 | -67,627 | -14.9% | -$1,640.77万 | 减仓 |
| MKL | MARKEL GROUP INC | $9,395.40万 | 0.08% | 49,086 | -6,989 | -12.5% | -$1,337.74万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $9,440.18万 | 0.08% | 2,903,094 | 206,416 | 7.7% | $671.22万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $9,441.68万 | 0.08% | 2,002,053 | 2,002,053 | — | $9,441.68万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $9,605.65万 | 0.08% | 578,410 | 301,673 | 109.0% | $5,009.88万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $9,670.50万 | 0.08% | 675,173 | -343,517 | -33.7% | -$4,920.19万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $9,671.13万 | 0.08% | 348,045 | 18,924 | 5.7% | $525.84万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $9,700.59万 | 0.08% | 728,710 | -2,105 | -0.3% | -$28.02万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $9,797.44万 | 0.08% | 225,763 | -217,797 | -49.1% | -$9,451.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $9,809.30万 | 0.08% | 517,368 | -54,725 | -9.6% | -$1,037.59万 | 减仓 |
| UBS | UBS GROUP AG | $9,835.32万 | 0.08% | 2,551,370 | 1,402,274 | 122.0% | $5,405.65万 | 加仓 |
| RTX | RTX CORPORATION | $9,856.53万 | 0.08% | 510,966 | -37,368 | -6.8% | -$720.83万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $9,860.92万 | 0.08% | 350,835 | -14,584 | -4.0% | -$409.91万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $9,873.18万 | 0.08% | 372,362 | 55,830 | 17.6% | $1,480.33万 | 加仓 |
| CRH | CRH PLC | $1.00亿 | 0.08% | 955,597 | -2,372,786 | -71.3% | -$2.49亿 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.02亿 | 0.08% | 228,195 | 45,582 | 25.0% | $2,035.42万 | 加仓 |
| CRM | SALESFORCE INC | $1.03亿 | 0.08% | 550,201 | -25,423 | -4.4% | -$474.57万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.03亿 | 0.08% | 1,295,305 | -29,381 | -2.2% | -$233.90万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.04亿 | 0.08% | 1,116,140 | -320,596 | -22.3% | -$2,973.85万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1.04亿 | 0.08% | 290,625 | -39,696 | -12.0% | -$1,424.25万 | 减仓 |
| CHE | CHEMED CORP NEW | $1.06亿 | 0.09% | 279,701 | -44,845 | -13.8% | -$1,693.98万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.10亿 | 0.09% | 667,512 | -18,530 | -2.7% | -$306.38万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.13亿 | 0.09% | 1,799,116 | -66,285 | -3.6% | -$415.94万 | 减仓 |
| AGX | ARGAN INC | $1.13亿 | 0.09% | 207,702 | 12,958 | 6.7% | $705.76万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.16亿 | 0.09% | 3,620,959 | -368,271 | -9.2% | -$1,178.84万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1.17亿 | 0.09% | 1,023,428 | -30,357 | -2.9% | -$346.01万 | 减仓 |
| PFE | PFIZER INC | $1.17亿 | 0.09% | 4,157,133 | 261,508 | 6.7% | $734.31万 | 加仓 |
| NVR | NVR INC | $1.18亿 | 0.10% | 17,856 | 910 | 5.4% | $599.67万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.19亿 | 0.10% | 589,193 | -44,302 | -7.0% | -$893.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.21亿 | 0.10% | 1,175,305 | -475,262 | -28.8% | -$4,879.51万 | 减仓 |
| CME | CME GROUP INC | $1.22亿 | 0.10% | 414,642 | 20,363 | 5.2% | $601.42万 | 加仓 |
| C | CITIGROUP INC | $1.23亿 | 0.10% | 1,087,834 | 25,231 | 2.4% | $286.14万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.24亿 | 0.10% | 169,966 | 89,942 | 112.4% | $6,546.52万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1.25亿 | 0.10% | 1,245,199 | -211,040 | -14.5% | -$2,112.30万 | 减仓 |
| GIB | CGI INC | $1.25亿 | 0.10% | 1,720,893 | -199,237 | -10.4% | -$1,451.93万 | 减仓 |
| RBA | RB GLOBAL INC | $1.26亿 | 0.10% | 1,320,576 | 171,068 | 14.9% | $1,636.10万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.27亿 | 0.10% | 262,780 | 69,131 | 35.7% | $3,352.23万 | 加仓 |
| TTE | TOTALENERGIES SE | $1.30亿 | 0.11% | 1,407,102 | 38,662 | 2.8% | $357.17万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.30亿 | 0.11% | 823,825 | 242,401 | 41.7% | $3,830.91万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.31亿 | 0.11% | 646,970 | -72,889 | -10.1% | -$1,480.96万 | 减仓 |
| NOW | SERVICENOW INC | $1.32亿 | 0.11% | 1,264,790 | 217,241 | 20.7% | $2,271.25万 | 加仓 |
| TECK | TECK RESOURCES LTD | $1.32亿 | 0.11% | 2,559,498 | 29,902 | 1.2% | $154.49万 | 加仓 |
| IDXX | IDEXX LABS INC | $1.33亿 | 0.11% | 236,531 | -31,319 | -11.7% | -$1,759.78万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.36亿 | 0.11% | 358,955 | 307,635 | 599.4% | $1.17亿 | 加仓 |
| CLS | CELESTICA INC | $1.39亿 | 0.11% | 495,597 | 12,792 | 2.6% | $359.70万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.41亿 | 0.11% | 2,580,450 | 112,532 | 4.6% | $613.64万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.41亿 | 0.11% | 513,408 | -364,251 | -41.5% | -$1.00亿 | 减仓 |
| AMGN | AMGEN INC | $1.42亿 | 0.12% | 404,449 | 37,202 | 10.1% | $1,308.95万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $1.43亿 | 0.12% | 754,759 | 75,469 | 11.1% | $1,432.02万 | 加仓 |
| CPRT | COPART INC | $1.44亿 | 0.12% | 4,326,980 | 145,661 | 3.5% | $483.59万 | 加仓 |
| BAC | BANK AMERICA CORP | $1.45亿 | 0.12% | 2,979,398 | 29,307 | 1.0% | $142.87万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.49亿 | 0.12% | 2,959,153 | 56,759 | 2.0% | $284.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.51亿 | 0.12% | 1,624,513 | 686,439 | 73.2% | $6,375.65万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.56亿 | 0.13% | 4,941,979 | -729,840 | -12.9% | -$2,304.10万 | 减仓 |
| EOG | EOG RES INC | $1.58亿 | 0.13% | 1,090,800 | -40,538 | -3.6% | -$586.06万 | 减仓 |
| INTC | INTEL CORP | $1.61亿 | 0.13% | 3,658,706 | 302,493 | 9.0% | $1,334.90万 | 加仓 |
| ORCL | ORACLE CORP | $1.62亿 | 0.13% | 1,103,810 | -154,236 | -12.3% | -$2,268.97万 | 减仓 |
| VRSN | VERISIGN INC | $1.63亿 | 0.13% | 654,524 | 46,989 | 7.7% | $1,167.02万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.63亿 | 0.13% | 939,368 | -10,195 | -1.1% | -$176.83万 | 减仓 |
| NTAP | NETAPP INC | $1.64亿 | 0.13% | 1,602,956 | 116,069 | 7.8% | $1,188.43万 | 加仓 |
| T | AT&T INC | $1.65亿 | 0.13% | 5,686,942 | 285,696 | 5.3% | $828.23万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.66亿 | 0.13% | 2,468,900 | 86,939 | 3.6% | $583.10万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1.67亿 | 0.14% | 554,133 | -79,059 | -12.5% | -$2,378.33万 | 减仓 |
| PCAR | PACCAR INC | $1.68亿 | 0.14% | 1,452,380 | -247,500 | -14.6% | -$2,858.62万 | 减仓 |
| NEM | NEWMONT CORP | $1.68亿 | 0.14% | 1,553,918 | 78,793 | 5.3% | $852.93万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $1.69亿 | 0.14% | 322,401 | -81,836 | -20.2% | -$4,277.65万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.70亿 | 0.14% | 1,842,997 | -230,544 | -11.1% | -$2,128.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.71亿 | 0.14% | 705,544 | 24,164 | 3.5% | $585.71万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.74亿 | 0.14% | 376,904 | 20,500 | 5.8% | $945.03万 | 加仓 |
| FAST | FASTENAL CO | $1.75亿 | 0.14% | 3,772,115 | -275,208 | -6.8% | -$1,276.97万 | 减仓 |
| BCE | BCE INC | $1.77亿 | 0.14% | 7,049,517 | 672,768 | 10.6% | $1,692.10万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.78亿 | 0.14% | 400,642 | -32,104 | -7.4% | -$1,426.70万 | 减仓 |
| APP | APPLOVIN CORP | $1.78亿 | 0.14% | 447,808 | 87,856 | 24.4% | $3,496.67万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.79亿 | 0.15% | 661,168 | 25,400 | 4.0% | $687.30万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.80亿 | 0.15% | 564,660 | 209,050 | 58.8% | $6,650.72万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.80亿 | 0.15% | 378,646 | -32,243 | -7.8% | -$1,530.12万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.82亿 | 0.15% | 1,531,026 | 1,271,739 | 490.5% | $1.51亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.84亿 | 0.15% | 1,257,554 | 20,182 | 1.6% | $295.22万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.85亿 | 0.15% | 2,552,585 | -124,236 | -4.6% | -$900.21万 | 减仓 |
| ZTS | ZOETIS INC | $1.85亿 | 0.15% | 1,569,121 | 5,131 | 0.3% | $60.65万 | 加仓 |
| KO | COCA COLA CO | $1.86亿 | 0.15% | 2,451,224 | 91,168 | 3.9% | $693.33万 | 加仓 |
| WELL | WELLTOWER INC | $1.88亿 | 0.15% | 952,538 | 20,414 | 2.2% | $403.61万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.91亿 | 0.15% | 2,651,034 | -177,255 | -6.3% | -$1,275.00万 | 减仓 |
| GLD | SPDR GOLD TR | $1.91亿 | 0.15% | 443,742 | 4,099 | 0.9% | $176.38万 | 加仓 |