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 |
|---|---|---|---|---|---|---|---|---|
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $130.40万 | 0.00% | 24,674 | -2,192 | -8.2% | -$11.58万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $130.50万 | 0.00% | 13,441 | -1,181 | -8.1% | -$11.47万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $132.87万 | 0.00% | 106,214 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $132.99万 | 0.00% | 38,458 | -16,368 | -29.9% | -$56.60万 | 减仓 |
| KARD | KARDIGAN INC | $133.12万 | 0.00% | 55,814 | 55,814 | — | $133.12万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $133.54万 | 0.00% | 5,804 | -540 | -8.5% | -$12.42万 | 减仓 |
| ICL | ICL GROUP LTD | $135.63万 | 0.00% | 270,491 | 1,378 | 0.5% | $6,910 | 加仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $135.65万 | 0.00% | 59,548 | 59,548 | — | $135.65万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $135.72万 | 0.00% | 9,518 | 9,518 | — | $135.72万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $138.14万 | 0.00% | 17,968 | 17,968 | — | $138.14万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $138.62万 | 0.00% | 22,024 | -7,988 | -26.6% | -$50.28万 | 减仓 |
| IT | GARTNER INC | $140.30万 | 0.00% | 10,824 | -21,740 | -66.8% | -$281.79万 | 减仓 |
| RPM | RPM INTL INC | $142.91万 | 0.00% | 12,857 | 1,617 | 14.4% | $17.97万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $143.17万 | 0.00% | 77,474 | 26,066 | 50.7% | $48.17万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $143.40万 | 0.00% | 4,348 | 4,348 | — | $143.40万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $143.44万 | 0.00% | 73,444 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC | $145.01万 | 0.00% | 19,856 | -26,518 | -57.2% | -$193.66万 | 减仓 |
| AROC | ARCHROCK INC | $145.29万 | 0.00% | 35,690 | 35,690 | — | $145.29万 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $146.82万 | 0.00% | 80,628 | -33,772 | -29.5% | -$61.50万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $147.56万 | 0.00% | 30,863 | -2,687 | -8.0% | -$12.85万 | 减仓 |
| BLSH | BULLISH | $149.20万 | 0.00% | 63,678 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $149.56万 | 0.00% | 111,200 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $150.08万 | 0.00% | 11,220 | 11,220 | — | $150.08万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $150.32万 | 0.00% | 19,776 | 19,776 | — | $150.32万 | 新建仓 |
| CEVA | CEVA INC | $151.23万 | 0.00% | 32,068 | 10,052 | 45.7% | $47.41万 | 加仓 |
| PDS | PRECISION DRILLING CORP | $152.22万 | 0.00% | 19,828 | 920 | 4.9% | $7.06万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $154.21万 | 0.00% | 17,234 | -11,958 | -41.0% | -$107.00万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $154.53万 | 0.00% | 73,201 | -42,983 | -37.0% | -$90.74万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $156.19万 | 0.00% | 16,100 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $156.96万 | 0.00% | 23,670 | -1,869 | -7.3% | -$12.39万 | 减仓 |
| IRON | DISC MEDICINE INC | $157.98万 | 0.00% | 21,600 | -8,876 | -29.1% | -$64.92万 | 减仓 |
| BLDP | BALLARD PWR SYS INC NEW | $158.22万 | 0.00% | 405,924 | 7,687 | 1.9% | $3.00万 | 加仓 |
| ERIE | ERIE INDTY CO | $159.43万 | 0.00% | 6,650 | -272 | -3.9% | -$6.52万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $159.70万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $160.70万 | 0.00% | 21,390 | 21,390 | — | $160.70万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $163.07万 | 0.00% | 29,036 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $163.55万 | 0.00% | 49,159 | -4,335 | -8.1% | -$14.42万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $164.38万 | 0.00% | 9,433 | -11,338 | -54.6% | -$197.58万 | 减仓 |
| NEOG | NEOGEN CORP | $164.82万 | 0.00% | 183,338 | -21,724 | -10.6% | -$19.53万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $164.91万 | 0.00% | 20,234 | -2,596 | -11.4% | -$21.16万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $164.95万 | 0.00% | 21,040 | 661 | 3.2% | $5.18万 | 加仓 |
| GLOB | GLOBANT S A | $166.06万 | 0.00% | 57,382 | -11,152 | -16.3% | -$32.27万 | 减仓 |
| GHM | GRAHAM CORP | $167.49万 | 0.00% | 13,530 | 13,530 | — | $167.49万 | 新建仓 |
| AES | AES CORP | $167.51万 | 0.00% | 114,266 | -8,793 | -7.1% | -$12.89万 | 减仓 |
| BAP | CREDICORP LTD | $167.75万 | 0.00% | 4,306 | 14 | 0.3% | $5,454 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $167.78万 | 0.00% | 13,058 | 282 | 2.2% | $3.62万 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $168.75万 | 0.00% | 883,455 | 50,725 | 6.1% | $9.69万 | 加仓 |
| SR | SPIRE INC | $170.24万 | 0.00% | 21,800 | -700 | -3.1% | -$5.47万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $172.46万 | 0.00% | 36,569 | 873 | 2.4% | $4.12万 | 加仓 |
| TECH | BIO-TECHNE CORP | $175.79万 | 0.00% | 24,882 | -42,064 | -62.8% | -$297.18万 | 减仓 |
| BAX | BAXTER INTL INC | $176.21万 | 0.00% | 82,651 | -7,333 | -8.1% | -$15.63万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $176.29万 | 0.00% | 82,186 | 51,516 | 168.0% | $110.50万 | 加仓 |
| CPNG | COUPANG INC | $177.25万 | 0.00% | 102,041 | 4,866 | 5.0% | $8.45万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $179.49万 | 0.00% | 10,642 | -3,461 | -24.5% | -$58.37万 | 减仓 |
| GDDY | GODADDY INC | $180.63万 | 0.00% | 21,281 | -45,228 | -68.0% | -$383.90万 | 减仓 |
| SOLV | SOLVENTUM CORP | $180.92万 | 0.00% | 23,451 | -15,933 | -40.5% | -$122.92万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $181.58万 | 0.00% | 74,114 | 14,648 | 24.6% | $35.89万 | 重新持有 |
| HCC | WARRIOR MET COAL INC | $182.14万 | 0.00% | 22,442 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $183.12万 | 0.00% | 56,224 | -5,504 | -8.9% | -$17.93万 | 减仓 |
| DT | DYNATRACE INC | $184.42万 | 0.00% | 42,000 | 26,400 | 169.2% | $115.92万 | 加仓 |
| CPT | CAMDEN PPTY TR | $184.74万 | 0.00% | 16,136 | -1,751 | -9.8% | -$20.05万 | 减仓 |
| IVZ | INVESCO LTD | $186.73万 | 0.00% | 70,758 | -6,796 | -8.8% | -$17.93万 | 减仓 |
| SAIA | SAIA INC | $188.26万 | 0.00% | 4,470 | -1,894 | -29.8% | -$79.77万 | 减仓 |
| SJM | SMUCKER J M CO | $190.92万 | 0.00% | 16,971 | -1,517 | -8.2% | -$17.07万 | 减仓 |
| QGEN | QIAGEN NV | $191.55万 | 0.00% | 49,421 | -3,350 | -6.3% | -$12.98万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $193.54万 | 0.00% | 9,556 | 0 | 0.0% | — | 不变 |
| SVV | SAVERS VALUE VLG INC | $194.20万 | 0.00% | 192,470 | -13,810 | -6.7% | -$13.93万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $195.00万 | 0.00% | 20,802 | -400 | -1.9% | -$3.75万 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $195.42万 | 0.00% | 54,526 | 6,758 | 14.1% | $24.22万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $196.06万 | 0.00% | 15,883 | 2,434 | 18.1% | $30.05万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $196.96万 | 0.00% | 39,456 | 17,880 | 82.9% | $89.26万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $197.29万 | 0.00% | 113,261 | 783 | 0.7% | $1.36万 | 加仓 |
| CG | CARLYLE GROUP INC | $197.37万 | 0.00% | 46,871 | -46,562 | -49.8% | -$196.07万 | 减仓 |
| KNF | KNIFE RIVER CORP | $197.41万 | 0.00% | 23,600 | -1,682 | -6.7% | -$14.07万 | 减仓 |
| RVTY | REVVITY INC | $198.50万 | 0.00% | 17,841 | -44,209 | -71.2% | -$491.87万 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $199.25万 | 0.00% | 46,771 | 2,046 | 4.6% | $8.72万 | 加仓 |
| BLTE | BELITE BIO INC | $200.33万 | 0.00% | 13,010 | -20,400 | -61.1% | -$314.13万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $200.55万 | 0.00% | 7,618 | -6,210 | -44.9% | -$163.48万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $200.95万 | 0.00% | 22,758 | -1,012 | -4.3% | -$8.94万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $202.97万 | 0.00% | 26,288 | 14,888 | 130.6% | $114.95万 | 加仓 |
| ASTL | ALGOMA STL GROUP INC | $203.00万 | 0.00% | 498,279 | -343,625 | -40.8% | -$139.99万 | 减仓 |
| — | VSE CORP | $204.09万 | 0.00% | 35,390 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $204.74万 | 0.00% | 71,712 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $207.11万 | 0.00% | 27,928 | -54,774 | -66.2% | -$406.20万 | 减仓 |
| DBX | DROPBOX INC | $207.67万 | 0.00% | 75,600 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $208.50万 | 0.00% | 47,396 | -35,600 | -42.9% | -$156.60万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $209.03万 | 0.00% | 37,300 | 4,500 | 13.7% | $25.22万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $209.82万 | 0.00% | 24,400 | -200 | -0.8% | -$1.72万 | 减仓 |
| PBLS | PARABILIS MEDICINES INC | $210.70万 | 0.00% | 76,982 | 76,982 | — | $210.70万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $213.75万 | 0.00% | 78,068 | 78,068 | — | $213.75万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $213.93万 | 0.00% | 41,220 | -10,748 | -20.7% | -$55.78万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $214.07万 | 0.00% | 25,686 | 7,720 | 43.0% | $64.34万 | 加仓 |
| WPC | WP CAREY INC | $216.06万 | 0.00% | 30,218 | 797 | 2.7% | $5.70万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $219.42万 | 0.00% | 26,920 | -17,800 | -39.8% | -$145.09万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $219.88万 | 0.00% | 67,200 | -7,200 | -9.7% | -$23.56万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $220.02万 | 0.00% | 7,906 | -1,012 | -11.3% | -$28.16万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $220.42万 | 0.00% | 34,200 | 8,500 | 33.1% | $54.78万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $220.73万 | 0.00% | 214,090 | 160,890 | 302.4% | $165.88万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $222.10万 | 0.00% | 57,390 | 4,800 | 9.1% | $18.58万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $222.36万 | 0.00% | 34,330 | -15,154 | -30.6% | -$98.15万 | 减仓 |