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 |
|---|---|---|---|---|---|---|---|---|
| CAI | CARIS LIFE SCIENCES INC | $676.07万 | 0.01% | 379,388 | -291,000 | -43.4% | -$518.56万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $678.79万 | 0.01% | 62,700 | 9,041 | 16.8% | $97.88万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $679.04万 | 0.01% | 50,062 | -122,116 | -70.9% | -$1,656.38万 | 减仓 |
| SON | SONOCO PRODS CO | $679.47万 | 0.01% | 120,581 | 120,581 | — | $679.47万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $680.90万 | 0.01% | 19,452 | 13,850 | 247.2% | $484.81万 | 加仓 |
| WRB | BERKLEY W R CORP | $682.55万 | 0.01% | 96,775 | -52,526 | -35.2% | -$370.47万 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $684.44万 | 0.01% | 229,130 | 72,678 | 46.5% | $217.10万 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $686.33万 | 0.01% | 175,982 | 175,982 | — | $686.33万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $691.97万 | 0.01% | 285,936 | -1,042 | -0.4% | -$2.52万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $693.01万 | 0.01% | 31,358 | 31,358 | — | $693.01万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $693.87万 | 0.01% | 221,968 | 119,368 | 116.3% | $373.14万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $698.91万 | 0.01% | 389,798 | 41,702 | 12.0% | $74.77万 | 加仓 |
| EVRG | EVERGY INC | $700.03万 | 0.01% | 80,994 | -6,686 | -7.6% | -$57.79万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $702.27万 | 0.01% | 88,951 | -2,879 | -3.1% | -$22.73万 | 减仓 |
| VZLA | VIZSLA SILVER CORP | $704.17万 | 0.01% | 2,143,880 | 1,003,011 | 87.9% | $329.45万 | 加仓 |
| EFX | EQUIFAX INC | $707.27万 | 0.01% | 44,561 | -108,051 | -70.8% | -$1,714.99万 | 减仓 |
| UUUU | ENERGY FUELS INC | $710.00万 | 0.01% | 488,985 | -548,213 | -52.9% | -$796.00万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $715.25万 | 0.01% | 191,142 | -43,750 | -18.6% | -$163.71万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $723.14万 | 0.01% | 137,348 | 42,735 | 45.2% | $225.00万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $723.37万 | 0.01% | 189,861 | -55,992 | -22.8% | -$213.33万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $725.30万 | 0.01% | 52,961 | -51,822 | -49.5% | -$709.70万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $733.93万 | 0.01% | 41,592 | -1,052 | -2.5% | -$18.56万 | 减仓 |
| INVH | INVITATION HOMES INC | $734.23万 | 0.01% | 243,043 | -7,739 | -3.1% | -$23.38万 | 减仓 |
| CLX | CLOROX CO DEL | $735.14万 | 0.01% | 77,026 | 3,005 | 4.1% | $28.68万 | 加仓 |
| PKG | PACKAGING CORP AMER | $736.90万 | 0.01% | 30,926 | -989 | -3.1% | -$23.57万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $754.86万 | 0.01% | 26,081 | -1,041 | -3.8% | -$30.13万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $756.34万 | 0.01% | 194,132 | 31,834 | 19.6% | $124.03万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $758.66万 | 0.01% | 158,882 | -10,370 | -6.1% | -$49.52万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $759.32万 | 0.01% | 57,774 | -871 | -1.5% | -$11.45万 | 减仓 |
| LEN | LENNAR CORP | $759.58万 | 0.01% | 83,941 | -16,023 | -16.0% | -$144.99万 | 减仓 |
| CTRE | CARETRUST REIT INC | $761.23万 | 0.01% | 188,656 | 20,734 | 12.3% | $83.66万 | 加仓 |
| BLLN | BILLIONTOONE INC | $761.66万 | 0.01% | 63,482 | 20,374 | 47.3% | $244.45万 | 加仓 |
| SVM | SILVERCORP METALS INC | $771.57万 | 0.01% | 762,300 | 34,514 | 4.7% | $34.93万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $773.91万 | 0.01% | 97,691 | 450 | 0.5% | $3.56万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $775.26万 | 0.01% | 261,118 | -8,600 | -3.2% | -$25.53万 | 减仓 |
| NU | NU HLDGS LTD | $776.33万 | 0.01% | 581,084 | -109,166 | -15.8% | -$145.85万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $777.75万 | 0.01% | 142,602 | -15,814 | -10.0% | -$86.25万 | 减仓 |
| NVMI | NOVA LTD | $778.45万 | 0.01% | 14,726 | 427 | 3.0% | $22.57万 | 加仓 |
| IAUX | I-80 GOLD CORP | $778.61万 | 0.01% | 5,362,381 | 313,788 | 6.2% | $45.56万 | 加仓 |
| ICVT | ISHARES TR | $782.79万 | 0.01% | 64,300 | 64,300 | — | $782.79万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $787.82万 | 0.01% | 76,510 | -17,972 | -19.0% | -$185.06万 | 减仓 |
| GLNG | GOLAR LNG LTD | $788.72万 | 0.01% | 158,250 | 44,368 | 39.0% | $221.13万 | 加仓 |
| GPN | GLOBAL PMTS INC | $790.95万 | 0.01% | 109,006 | -13,943 | -11.3% | -$101.17万 | 减仓 |
| HRL | HORMEL FOODS CORP | $798.16万 | 0.01% | 321,579 | -162,138 | -33.5% | -$402.43万 | 减仓 |
| KEY | KEYCORP | $809.75万 | 0.01% | 351,300 | 12,488 | 3.7% | $28.78万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $812.13万 | 0.01% | 106,453 | -6,095 | -5.4% | -$46.50万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $812.23万 | 0.01% | 314,851 | 314,851 | — | $812.23万 | 新建仓 |
| — | MGP INGREDIENTS INC NEW | $812.24万 | 0.01% | 8,336,000 | 8,336,000 | — | $812.24万 | 新建仓 |
| CDW | CDW CORP | $812.42万 | 0.01% | 57,766 | -6,515 | -10.1% | -$91.63万 | 减仓 |
| AAUC | ALLIED GOLD CORP | $816.41万 | 0.01% | 343,704 | -92,716 | -21.2% | -$220.23万 | 减仓 |
| STE | STERIS PLC | $835.77万 | 0.01% | 39,691 | -854 | -2.1% | -$17.98万 | 减仓 |
| MKC | MCCORMICK & CO INC | $838.01万 | 0.01% | 166,205 | -391,494 | -70.2% | -$1,973.91万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $844.14万 | 0.01% | 22,712 | -20,606 | -47.6% | -$765.86万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $844.96万 | 0.01% | 356,373 | 21,864 | 6.5% | $51.84万 | 加仓 |
| U | UNITY SOFTWARE INC | $845.45万 | 0.01% | 295,820 | -23,676 | -7.4% | -$67.67万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $854.71万 | 0.01% | 58,630 | -14,345 | -19.7% | -$209.12万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $864.61万 | 0.01% | 94,814 | -77,138 | -44.9% | -$703.42万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $870.00万 | 0.01% | 80,720 | -43,577 | -35.1% | -$469.67万 | 减仓 |
| ZS | ZSCALER INC | $873.52万 | 0.01% | 61,886 | -145,355 | -70.1% | -$2,051.69万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $877.46万 | 0.01% | 82,006 | 5,540 | 7.2% | $59.28万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $879.59万 | 0.01% | 69,809 | -10,702 | -13.3% | -$134.85万 | 减仓 |
| AYA | AYA GOLD & SILVER INC | $889.27万 | 0.01% | 469,714 | 469,714 | — | $889.27万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $891.65万 | 0.01% | 64,106 | 1,529 | 2.4% | $21.27万 | 加仓 |
| ALB | ALBEMARLE CORP | $893.56万 | 0.01% | 66,175 | -3,732 | -5.3% | -$50.39万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $900.55万 | 0.01% | 34,455 | -2,237 | -6.1% | -$58.47万 | 减仓 |
| FSLR | FIRST SOLAR INC | $905.35万 | 0.01% | 38,369 | -535 | -1.4% | -$12.62万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $909.36万 | 0.01% | 27,162 | -7,984 | -22.7% | -$267.30万 | 减仓 |
| RGLD | ROYAL GOLD INC | $911.04万 | 0.01% | 45,641 | -2,738 | -5.7% | -$54.65万 | 减仓 |
| STM | STMICROELECTRONICS N V | $911.26万 | 0.01% | 121,680 | 121,680 | — | $911.26万 | 新建仓 |
| FTV | FORTIVE CORP | $916.39万 | 0.01% | 150,006 | -202,468 | -57.4% | -$1,236.88万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $917.62万 | 0.01% | 82,438 | -888 | -1.1% | -$9.88万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $930.47万 | 0.01% | 33,231 | -1,083 | -3.2% | -$30.32万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $931.22万 | 0.01% | 136,723 | 46,047 | 50.8% | $313.63万 | 加仓 |
| CRWV | COREWEAVE INC | $932.85万 | 0.01% | 93,716 | -25,341 | -21.3% | -$252.24万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $936.77万 | 0.01% | 82,397 | -38,725 | -32.0% | -$440.26万 | 减仓 |
| CWB | SPDR SERIES TRUST | $946.66万 | 0.01% | 87,800 | 60,000 | 215.8% | $646.92万 | 加仓 |
| PHM | PULTE GROUP INC | $946.79万 | 0.01% | 69,003 | -146,806 | -68.0% | -$2,014.33万 | 减仓 |
| DG | DOLLAR GEN CORP | $955.00万 | 0.01% | 82,964 | 1,557 | 1.9% | $17.92万 | 加仓 |
| PPL | PPL CORP | $962.41万 | 0.01% | 264,761 | -20,118 | -7.1% | -$73.13万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $963.59万 | 0.01% | 1,683,266 | 1,683,266 | — | $963.59万 | 新建仓 |
| FE | FIRSTENERGY CORP | $964.83万 | 0.01% | 202,952 | -5,242 | -2.5% | -$24.92万 | 减仓 |
| SNA | SNAP ON INC | $967.85万 | 0.01% | 24,052 | -1,930 | -7.4% | -$77.66万 | 减仓 |
| SNEX | STONEX GROUP INC | $967.88万 | 0.01% | 81,678 | -53,844 | -39.7% | -$638.05万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $973.80万 | 0.01% | 41,776 | -2,111 | -4.8% | -$49.21万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $979.45万 | 0.01% | 79,598 | 1,232 | 1.6% | $15.16万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $979.72万 | 0.01% | 102,944 | 27,248 | 36.0% | $259.32万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $985.30万 | 0.01% | 209,460 | 209,460 | — | $985.30万 | 新建仓 |
| CPAY | CORPAY INC | $988.15万 | 0.01% | 29,650 | -37,473 | -55.8% | -$1,248.86万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $990.65万 | 0.01% | 262,354 | 0 | 0.0% | — | 不变 |
| BMM | BLUE MOON METALS INC | $993.42万 | 0.01% | 1,566,016 | 1,373,616 | 713.9% | $871.37万 | 加仓 |
| FICO | FAIR ISAAC CORP | $995.73万 | 0.01% | 8,334 | -406 | -4.6% | -$48.51万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $1,003.72万 | 0.01% | 131,981 | -7,995 | -5.7% | -$60.80万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,004.75万 | 0.01% | 54,270 | -8,813 | -14.0% | -$163.16万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,007.82万 | 0.01% | 259,212 | 11,479 | 4.6% | $44.63万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,019.56万 | 0.01% | 100,449 | -19,389 | -16.2% | -$196.80万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $1,021.46万 | 0.01% | 126,716 | 11,194 | 9.7% | $90.23万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $1,029.61万 | 0.01% | 108,776 | -78,960 | -42.1% | -$747.39万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,029.76万 | 0.01% | 115,990 | -21,400 | -15.6% | -$189.99万 | 减仓 |
| VET | VERMILION ENERGY INC | $1,045.33万 | 0.01% | 1,117,602 | 25,186 | 2.3% | $23.56万 | 加仓 |
| RKT | ROCKET COS INC | $1,052.01万 | 0.01% | 667,941 | 368,644 | 123.2% | $580.61万 | 加仓 |