TD Asset Management Inc
Toronto A6 · SEC CIK 0001056053
$1,154.30亿2026Q2 申报市值
1,216持仓数
26.5%前十大占比 · 第一大 4.4%
113 / 131新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BNY 加仓+$2.31亿
STX 加仓+$1.61亿
MU 加仓+$1.55亿
CSX 加仓+$1.44亿
MRVL 加仓+$1.09亿
2026Q2 卖出最多 按季末市值估算
RY 减仓-$15.43亿
TD 减仓-$14.74亿
AAPL 减仓-$9.56亿
MSFT 减仓-$7.49亿
NVDA 减仓-$7.46亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | $1.39亿 | 0.12% | 173,601 | -34,101 | -16.4% | -$2,723.14万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.40亿 | 0.12% | 263,872 | 130,819 | 98.3% | $6,928.04万 | 加仓 |
| FTNT | FORTINET INC | $1.45亿 | 0.13% | 944,991 | 30,971 | 3.4% | $475.78万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.48亿 | 0.13% | 1,606,251 | -236,746 | -12.8% | -$2,180.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.49亿 | 0.13% | 1,279,198 | 21,644 | 1.7% | $252.52万 | 加仓 |
| VRSN | VERISIGN INC | $1.50亿 | 0.13% | 597,254 | -57,270 | -8.7% | -$1,440.68万 | 减仓 |
| ORCL | ORACLE CORP | $1.51亿 | 0.13% | 1,030,199 | -73,611 | -6.7% | -$1,078.77万 | 减仓 |
| BCE | BCE INC | $1.51亿 | 0.13% | 7,020,162 | -29,355 | -0.4% | -$63.21万 | 减仓 |
| AMGN | AMGEN INC | $1.52亿 | 0.13% | 420,259 | 15,810 | 3.9% | $572.51万 | 加仓 |
| PCAR | PACCAR INC | $1.53亿 | 0.13% | 1,275,097 | -177,283 | -12.2% | -$2,129.52万 | 减仓 |
| RBA | RB GLOBAL INC | $1.55亿 | 0.13% | 1,334,778 | 14,202 | 1.1% | $165.30万 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.56亿 | 0.14% | 6,587,926 | 199,679 | 3.1% | $472.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.56亿 | 0.14% | 1,254,508 | 170,321 | 15.7% | $2,119.47万 | 加仓 |
| FAST | FASTENAL CO | $1.56亿 | 0.14% | 3,251,384 | -520,731 | -13.8% | -$2,501.07万 | 减仓 |
| SNDK | SANDISK CORP | $1.57亿 | 0.14% | 68,851 | -19,340 | -21.9% | -$4,397.39万 | 减仓 |
| HYG | ISHARES TR | $1.60亿 | 0.14% | 2,002,740 | -1,758,777 | -46.8% | -$1.41亿 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.62亿 | 0.14% | 259,317 | -91,606 | -26.1% | -$5,712.00万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.62亿 | 0.14% | 353,527 | -47,115 | -11.8% | -$2,161.45万 | 减仓 |
| UBS | UBS GROUP AG | $1.63亿 | 0.14% | 3,283,895 | 732,525 | 28.7% | $3,637.86万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.64亿 | 0.14% | 227,968 | 127,332 | 126.5% | $9,168.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.66亿 | 0.14% | 1,130,732 | -223,179 | -16.5% | -$3,272.70万 | 减仓 |
| TMUS | T-MOBILE US INC | $1.69亿 | 0.15% | 1,005,871 | -52,308 | -4.9% | -$877.36万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.70亿 | 0.15% | 2,989,757 | 10,359 | 0.3% | $59.03万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.71亿 | 0.15% | 2,363,509 | -287,525 | -10.8% | -$2,074.78万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.71亿 | 0.15% | 787,511 | -263,270 | -25.1% | -$5,702.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.78亿 | 0.15% | 520,799 | -20,635 | -3.8% | -$703.69万 | 减仓 |
| KO | COCA COLA CO | $1.80亿 | 0.16% | 2,212,898 | -238,326 | -9.7% | -$1,936.88万 | 减仓 |
| CSX | CSX CORP | $1.81亿 | 0.16% | 3,816,813 | 3,025,602 | 382.4% | $1.44亿 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.82亿 | 0.16% | 1,097,929 | -40,488 | -3.6% | -$671.13万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.83亿 | 0.16% | 383,540 | -200,736 | -34.4% | -$9,586.55万 | 减仓 |
| CLS | CELESTICA INC | $1.85亿 | 0.16% | 506,217 | 10,620 | 2.1% | $387.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.91亿 | 0.17% | 677,870 | -27,674 | -3.9% | -$778.22万 | 减仓 |
| MCD | MCDONALDS CORP | $1.92亿 | 0.17% | 709,228 | -676,586 | -48.8% | -$1.83亿 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.93亿 | 0.17% | 647,155 | 364,961 | 129.3% | $1.09亿 | 加仓 |
| NTAP | NETAPP INC | $1.95亿 | 0.17% | 1,257,551 | -345,405 | -21.5% | -$5,345.49万 | 减仓 |
| LIN | LINDE PLC | $1.98亿 | 0.17% | 381,093 | -91,970 | -19.4% | -$4,772.69万 | 减仓 |
| FN | FABRINET | $1.99亿 | 0.17% | 354,412 | -22,758 | -6.0% | -$1,279.18万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2.02亿 | 0.18% | 6,220,603 | -2,512,015 | -28.8% | -$8,169.47万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.04亿 | 0.18% | 641,642 | 128,234 | 25.0% | $4,071.81万 | 加仓 |
| WELL | WELLTOWER INC | $2.04亿 | 0.18% | 897,789 | -54,749 | -5.7% | -$1,242.64万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2.06亿 | 0.18% | 1,154,480 | -314,845 | -21.4% | -$5,611.80万 | 减仓 |
| APP | APPLOVIN CORP | $2.08亿 | 0.18% | 402,895 | -44,913 | -10.0% | -$2,314.05万 | 减仓 |
| EVR | EVERCORE INC | $2.08亿 | 0.18% | 609,109 | -349,363 | -36.4% | -$1.19亿 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.10亿 | 0.18% | 164,382 | 11,209 | 7.3% | $1,431.96万 | 加仓 |
| EME | EMCOR GROUP INC | $2.15亿 | 0.19% | 259,462 | -14,125 | -5.2% | -$1,172.21万 | 减仓 |
| YUM | YUM BRANDS INC | $2.16亿 | 0.19% | 1,350,006 | -57,770 | -4.1% | -$923.51万 | 减仓 |
| MGA | MAGNA INTL INC | $2.20亿 | 0.19% | 3,350,400 | -1,374,136 | -29.1% | -$9,032.73万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.20亿 | 0.19% | 554,715 | -9,945 | -1.8% | -$394.99万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.34亿 | 0.20% | 2,430,398 | -122,187 | -4.8% | -$1,174.46万 | 减仓 |
| NFLX | NETFLIX INC. | $2.38亿 | 0.21% | 3,336,966 | -645,662 | -16.2% | -$4,610.03万 | 减仓 |
| ETN | EATON CORP PLC | $2.40亿 | 0.21% | 564,332 | -120,494 | -17.6% | -$5,134.49万 | 减仓 |
| APH | AMPHENOL CORP | $2.42亿 | 0.21% | 1,373,052 | -2,235,856 | -62.0% | -$3.94亿 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.48亿 | 0.22% | 505,476 | -52,936 | -9.5% | -$2,600.00万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.49亿 | 0.22% | 1,971,583 | -1,400,496 | -41.5% | -$1.77亿 | 减仓 |
| QCOM | QUALCOMM INC | $2.55亿 | 0.22% | 1,380,669 | -307,704 | -18.2% | -$5,686.06万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.59亿 | 0.22% | 7,082,905 | -48,768 | -0.7% | -$178.06万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2.60亿 | 0.23% | 1,531,275 | -446,481 | -22.6% | -$7,584.82万 | 减仓 |
| WMT | WALMART INC | $2.62亿 | 0.23% | 2,314,696 | -258,999 | -10.1% | -$2,933.42万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.62亿 | 0.23% | 731,054 | -37,899 | -4.9% | -$1,360.57万 | 减仓 |
| EMA | EMERA INC | $2.70亿 | 0.23% | 5,087,963 | -2,533,503 | -33.2% | -$1.34亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.74亿 | 0.24% | 283,546 | 166,967 | 143.2% | $1.61亿 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $2.75亿 | 0.24% | 5,945,976 | -386,549 | -6.1% | -$1,787.87万 | 减仓 |
| EWJ | ISHARES INC | $2.85亿 | 0.25% | 3,058,096 | -159,511 | -5.0% | -$1,487.76万 | 减仓 |
| TU | TELUS CORPORATION | $2.89亿 | 0.25% | 27,334,714 | -10,136,738 | -27.1% | -$1.07亿 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.90亿 | 0.25% | 2,116,926 | 185,599 | 9.6% | $2,539.18万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2.92亿 | 0.25% | 1,221,494 | -389,434 | -24.2% | -$9,307.86万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2.94亿 | 0.26% | 4,680,726 | 317,685 | 7.3% | $1,997.92万 | 加仓 |
| MRK | MERCK & CO INC | $3.00亿 | 0.26% | 2,334,726 | 46,150 | 2.0% | $593.03万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $3.02亿 | 0.26% | 4,160,083 | -1,478,480 | -26.2% | -$1.07亿 | 减仓 |
| AZN | ASTRAZENECA PLC | $3.04亿 | 0.26% | 1,621,109 | -344,426 | -17.5% | -$6,453.13万 | 减仓 |
| ETR | ENTERGY CORP NEW | $3.04亿 | 0.26% | 2,645,619 | -674,697 | -20.3% | -$7,749.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $3.07亿 | 0.27% | 3,344,462 | -229,662 | -6.4% | -$2,105.54万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.18亿 | 0.28% | 3,651,927 | 1,183,027 | 47.9% | $1.03亿 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.19亿 | 0.28% | 315,620 | -75,069 | -19.2% | -$7,592.25万 | 减仓 |
| MCK | MCKESSON CORP | $3.21亿 | 0.28% | 425,457 | -284,989 | -40.1% | -$2.15亿 | 减仓 |
| PEP | PEPSICO INC | $3.22亿 | 0.28% | 2,378,194 | 152,326 | 6.8% | $2,062.49万 | 加仓 |
| CMI | CUMMINS INC | $3.27亿 | 0.28% | 459,148 | 94,596 | 25.9% | $6,746.68万 | 加仓 |
| FNV | FRANCO NEV CORP | $3.30亿 | 0.29% | 1,581,785 | -355,607 | -18.4% | -$7,417.43万 | 减仓 |
| GE | GE AEROSPACE | $3.37亿 | 0.29% | 901,539 | -215,091 | -19.3% | -$8,038.60万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.37亿 | 0.29% | 812,012 | 150,844 | 22.8% | $6,269.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.39亿 | 0.29% | 677,218 | -63,100 | -8.5% | -$3,157.46万 | 减仓 |
| GLW | CORNING INC | $3.40亿 | 0.29% | 1,332,907 | -384,083 | -22.4% | -$9,810.63万 | 减仓 |
| TRI | THOMSON REUTERS CORP | $3.42亿 | 0.30% | 4,190,918 | -1,008,674 | -19.4% | -$8,235.76万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $3.44亿 | 0.30% | 3,060,928 | -381,288 | -11.1% | -$4,280.10万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $3.52亿 | 0.30% | 14,180,930 | -2,997,909 | -17.5% | -$7,435.93万 | 减仓 |
| HD | HOME DEPOT INC | $3.77亿 | 0.33% | 1,068,687 | -353,084 | -24.8% | -$1.25亿 | 减仓 |
| CSCO | CISCO SYS INC | $3.97亿 | 0.34% | 3,379,389 | -90,006 | -2.6% | -$1,057.21万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.10亿 | 0.35% | 797,672 | -62,268 | -7.2% | -$3,198.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4.11亿 | 0.36% | 1,214,293 | -483,800 | -28.5% | -$1.64亿 | 减仓 |
| CW | CURTISS WRIGHT CORP | $4.19亿 | 0.36% | 553,378 | -156,856 | -22.1% | -$1.19亿 | 减仓 |
| NTR | NUTRIEN LTD | $4.23亿 | 0.37% | 6,711,138 | -2,549,597 | -27.5% | -$1.61亿 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4.25亿 | 0.37% | 1,286,323 | -231,436 | -15.2% | -$7,648.03万 | 减仓 |
| EZU | ISHARES INC | $4.33亿 | 0.37% | 6,223,743 | 552,500 | 9.7% | $3,839.88万 | 加仓 |
| MS | MORGAN STANLEY | $4.33亿 | 0.38% | 2,073,338 | -58,161 | -2.7% | -$1,215.80万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $4.53亿 | 0.39% | 3,130,966 | 1,599,940 | 104.5% | $2.31亿 | 加仓 |
| CCJ | CAMECO CORP | $4.66亿 | 0.40% | 4,576,863 | -212,825 | -4.4% | -$2,168.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $4.74亿 | 0.41% | 1,591,542 | 99,001 | 6.6% | $2,950.92万 | 加仓 |
| INTC | INTEL CORP | $4.76亿 | 0.41% | 3,408,833 | -249,873 | -6.8% | -$3,488.98万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.86亿 | 0.42% | 10,836,730 | -2,567,913 | -19.2% | -$1.15亿 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $4.92亿 | 0.43% | 1,831,417 | -306,747 | -14.3% | -$8,247.20万 | 减仓 |