13F 机构持仓

TD Asset Management Inc

Toronto A6 · SEC CIK 0001056053

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.4%
RY 4.1%
AAPL 3.3%
TD 2.7%
BMO 2.3%
MSFT 2.2%
GOOGL 2.1%
CM 2.0%
AVGO 1.8%
SPY 1.6%

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
GEN GEN DIGITAL INC $412.33万0.00%165,661 -481,791-74.4% -$1,199.18万 减仓
NP NEPTUNE INS HLDGS INC $412.51万0.00%130,956 20,50218.6% $64.58万 加仓
— LIBERTY MEDIA CORP DEL $413.37万0.00%3,600,000 200,0005.9% $22.96万 加仓
AFRM AFFIRM HLDGS INC $415.23万0.00%50,917 4350.9% $3.55万 加仓
SHC SOTERA HEALTH CO $416.35万0.00%234,566 65,71838.9% $116.65万 加仓
TRMB TRIMBLE INC $418.65万0.00%81,799 -35,946-30.5% -$183.97万 减仓
SEIC SEI INVTS CO $422.76万0.00%48,200 -59,356-55.2% -$520.61万 减仓
BELFB BEL FUSE INC $425.29万0.00%12,770 -728-5.4% -$24.25万 减仓
LAC LITHIUM AMERS CORP NEW $427.36万0.00%1,110,477 177,87319.1% $68.45万 加仓
ASTS AST SPACEMOBILE INC $428.31万0.00%48,200 6,24914.9% $55.53万 加仓
OGE OGE ENERGY CORP $429.60万0.00%88,286 -11,774-11.8% -$57.29万 减仓
RYTM RHYTHM PHARMACEUTICALS INC $430.55万0.00%38,778 00.0% — 不变
CSGP COSTAR GROUP INC $431.07万0.00%152,214 -60,199-28.3% -$170.48万 减仓
KIM KIMCO REALTY CORP $432.70万0.00%170,692 -10,445-5.8% -$26.48万 减仓
VRDN VIRIDIAN THERAPEUTICS INC $432.81万0.00%235,606 180,220325.4% $331.06万 加仓
DIA STATE STR SPDR DOW JONES IND $433.58万0.00%8,300 5,484194.7% $286.48万 加仓
RBC RBC BEARINGS INC $437.19万0.00%6,788 -6,976-50.7% -$449.30万 减仓
SNAP SNAP INC $438.12万0.00%986,756 886,553884.8% $393.63万 加仓
BBIO BRIDGEBIO PHARMA INC $441.26万0.00%59,246 -77,256-56.6% -$575.40万 减仓
IDYA IDEAYA BIOSCIENCES INC $442.28万0.00%118,670 75,000171.7% $279.53万 加仓
SOFI SOFI TECHNOLOGIES INC $447.15万0.00%249,385 2,7651.1% $4.96万 加仓
CECO CECO ENVIRONMENTAL CORP $451.09万0.00%49,712 -3,012-5.7% -$27.33万 减仓
IMTX IMMATICS N.V $455.19万0.00%449,348 -21,096-4.5% -$21.37万 减仓
BANC BANC OF CALIFORNIA INC $455.54万0.00%222,974 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $458.40万0.00%32,234 -6,370-16.5% -$90.59万 减仓
PNFP PINNACLE FINL PARTNERS INC $459.96万0.00%45,595 -2,700-5.6% -$27.24万 减仓
NRIX NURIX THERAPEUTICS INC $461.77万0.00%190,344 1,0940.6% $2.65万 加仓
BHC BAUSCH HEALTH COS INC $462.49万0.00%938,710 45,0945.0% $22.22万 加仓
STLA STELLANTIS N.V $463.26万0.00%814,378 80,20510.9% $45.62万 加仓
LSPD LIGHTSPEED COMMERCE INC $465.06万0.00%444,309 18,4174.3% $19.28万 加仓
MIRM MIRUM PHARMACEUTICALS INC $466.97万0.00%39,888 6,20018.4% $72.58万 加仓
BEAM BEAM THERAPEUTICS INC $470.31万0.00%137,038 -38,986-22.1% -$133.80万 减仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $482.51万0.00%54,662 34,157166.6% $301.51万 加仓
SSB SOUTHSTATE BK CORP $485.73万0.00%48,622 -2,192-4.3% -$21.90万 减仓
REG REGENCY CTRS CORP $485.90万0.00%60,936 12,02224.6% $95.86万 加仓
TCBI TEXAS CAP BANCSHARES INC $488.32万0.00%47,290 -1,158-2.4% -$11.96万 减仓
MDGL MADRIGAL PHARMACEUTICALS INC $490.45万0.00%9,134 -2,958-24.5% -$158.83万 减仓
BG BUNGE GLOBAL SA $490.80万0.00%45,985 -1,796-3.8% -$19.17万 减仓
AZZ AZZ INC $496.25万0.00%32,006 -5,208-14.0% -$80.75万 减仓
IDA IDACORP INC $497.53万0.00%32,884 -466-1.4% -$7.05万 减仓
DXCM DEXCOM INC $498.62万0.00%5,340,000 1,860,00053.4% $173.68万 加仓
NNN NNN REIT INC $498.95万0.00%107,231 -11,729-9.9% -$54.58万 减仓
NAMS NEWAMSTERDAM PHARMA COMPANY $502.93万0.00%148,400 135,2201,025.9% $458.26万 重新持有
MAS MASCO CORP $509.35万0.00%62,597 -94,877-60.2% -$772.01万 减仓
BABA ALIBABA GROUP HLDG LTD $510.88万0.00%53,228 -13,087-19.7% -$125.61万 减仓
AMRZ AMRIZE LTD $516.46万0.00%96,896 -71,070-42.3% -$378.80万 减仓
CPK CHESAPEAKE UTILS CORP $527.37万0.00%43,058 00.0% — 不变
MBX MBX BIOSCIENCES INC $527.70万0.00%95,598 -20,400-17.6% -$112.61万 减仓
ILMN ILLUMINA INC $532.24万0.00%30,270 -3,642-10.7% -$64.04万 减仓
EBC EASTERN BANKSHARES INC $535.00万0.00%240,558 00.0% — 不变
PFSI PENNYMAC FINL SVCS INC NEW $537.09万0.00%61,664 -1,510-2.4% -$13.15万 减仓
WTRG ESSENTIAL UTILS INC $539.24万0.00%140,758 9,9257.6% $38.02万 加仓
IREN IREN LIMITED $541.01万0.00%118,306 11,91911.2% $54.51万 加仓
— BIOLIFE SOLUTIONS INC $543.45万0.00%192,440 -908-0.5% -$2.56万 减仓
IEX IDEX CORP $544.48万0.00%23,991 -4,721-16.4% -$107.14万 减仓
ATEX ANTERIX INC $548.24万0.00%53,258 53,258— $548.24万 新建仓
PDD PDD HOLDINGS INC $548.68万0.00%71,930 -1,500-2.0% -$11.44万 减仓
VERA VERA THERAPEUTICS INC $549.55万0.00%128,070 -65,924-34.0% -$282.88万 减仓
MAA MID-AMER APT CMNTYS INC $555.47万0.00%39,979 -13,464-25.2% -$187.07万 减仓
FOX FOX CORP $556.84万0.00%118,882 -20,131-14.5% -$94.29万 减仓
LAMR LAMAR ADVERTISING CO $556.88万0.00%35,702 35,702— $556.88万 新建仓
ELVN ENLIVEN THERAPEUTICS INC $556.92万0.00%109,738 101,1381,176.0% $513.28万 加仓
SMCI SUPER MICRO COMPUTER INC $559.76万0.00%190,848 -65,879-25.7% -$193.22万 减仓
MTN VAIL RESORTS INC $560.37万0.00%41,158 -12,548-23.4% -$170.84万 减仓
FTAI FTAI AVIATION LTD $560.51万0.00%20,719 1,6658.7% $45.04万 加仓
TSN TYSON FOODS INC $566.14万0.00%98,889 -2,749-2.7% -$15.74万 减仓
SUI SUN CMNTYS INC $579.73万0.01%48,347 -98-0.2% -$1.18万 减仓
FOXA FOX CORP $584.54万0.01%112,067 -2,182-1.9% -$11.38万 减仓
NVO NOVO-NORDISK A S $587.59万0.01%122,568 21,99021.9% $105.42万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $589.42万0.01%34,973 4001.2% $6.74万 加仓
FDXF FEDEX FGHT HLDG CO INC $591.33万0.01%39,161 39,161— $591.33万 新建仓
AXSM AXSOME THERAPEUTICS INC. $592.44万0.01%24,204 -2,928-10.8% -$71.67万 减仓
DNLI DENALI THERAPEUTICS INC $595.79万0.01%231,644 -24,122-9.4% -$62.04万 减仓
DOCN DIGITALOCEAN HLDGS INC $595.83万0.01%37,944 37,944— $595.83万 新建仓
ICLR ICON PUB LTD CO $598.92万0.01%34,478 21,010156.0% $364.96万 加仓
TSCO TRACTOR SUPPLY CO $606.79万0.01%191,962 -17,596-8.4% -$55.62万 减仓
WBI WATERBRIDGE INFRASTRUCTURE L $614.15万0.01%179,210 121,898212.7% $417.74万 加仓
ALKS ALKERMES PLC $620.52万0.01%118,432 72,248156.4% $378.54万 重新持有
SMMT SUMMIT THERAPEUTICS INC $620.80万0.01%426,084 -530,810-55.5% -$773.39万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $625.94万0.01%72,708 -14,992-17.1% -$129.07万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $626.23万0.01%15,584 1,53410.9% $61.64万 加仓
TWLO TWILIO INC $626.50万0.01%30,364 -185-0.6% -$3.82万 减仓
LII LENNOX INTL INC $630.19万0.01%10,999 -320-2.8% -$18.33万 减仓
GPC GENUINE PARTS CO $634.67万0.01%53,795 -9,127-14.5% -$107.68万 减仓
LUV SOUTHWEST AIRLS CO $634.91万0.01%123,475 -7,600-5.8% -$39.08万 减仓
ESS ESSEX PPTY TR INC $637.56万0.01%21,865 -1,191-5.2% -$34.73万 减仓
GFI GOLD FIELDS LTD $638.99万0.01%190,232 -10,389-5.2% -$34.90万 减仓
LAZ LAZARD INC $640.42万0.01%152,698 -14,588-8.7% -$61.18万 减仓
VICR VICOR CORP $641.68万0.01%16,896 11,696224.9% $444.19万 加仓
NG NOVAGOLD RESOURCES INC $642.10万0.01%1,074,263 76,7867.7% $45.90万 加仓
RGEN REPLIGEN CORP $644.90万0.01%47,266 -10,350-18.0% -$141.22万 减仓
RLAY RELAY THERAPEUTICS INC $651.01万0.01%347,946 133,77662.5% $250.29万 加仓
OSCR OSCAR HEALTH INC $656.13万0.01%230,060 34,59617.7% $98.67万 加仓
BRO BROWN & BROWN INC $658.96万0.01%102,721 -31,885-23.7% -$204.54万 减仓
CURB CURBLINE PPTYS CORP $659.47万0.01%216,932 -13,068-5.7% -$39.73万 减仓
SRRK SCHOLAR ROCK HLDG CORP $662.00万0.01%120,364 -102,700-46.0% -$564.85万 减仓
ARXS ARXIS INC $662.92万0.01%143,676 143,676— $662.92万 新建仓
WY WEYERHAEUSER CO $668.62万0.01%279,291 -8,234-2.9% -$19.71万 减仓
IGSB ISHARES TR $668.69万0.01%127,588 -29,561-18.8% -$154.93万 减仓
ASML ASML HLDG NV $674.42万0.01%3,390 -27,324-89.0% -$5,435.95万 减仓