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
RBLX ROBLOX CORP $1,651.46万0.01%303,688 -253,976-45.5% -$1,381.12万 减仓
PTGX PROTAGONIST THERAPEUTICS INC $1,654.22万0.01%134,950 -48,750-26.5% -$597.58万 减仓
BJ BJS WHSL CLUB HLDGS INC $1,657.90万0.01%190,083 42,41528.7% $369.94万 加仓
MLI MUELLER INDS INC $1,664.04万0.01%135,365 -11,292-7.7% -$138.81万 减仓
ON ON SEMICONDUCTOR CORP $1,666.33万0.01%176,257 -2,438-1.4% -$23.05万 减仓
ATI ATI INC $1,690.98万0.01%85,793 40,22488.3% $792.82万 加仓
BNTX BIONTECH SE $1,693.29万0.01%181,815 22,84514.4% $212.76万 加仓
PCG PG&E CORP $1,710.19万0.01%1,016,757 89,0689.6% $149.81万 加仓
VMC VULCAN MATLS CO $1,713.60万0.01%58,086 -8,240-12.4% -$243.09万 减仓
SWKS SKYWORKS SOLUTIONS INC $1,728.97万0.01%255,010 229,189887.6% $1,553.90万 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1,731.83万0.02%285,450 -99,150-25.8% -$601.54万 减仓
VIAV VIAVI SOLUTIONS INC $1,766.86万0.02%370,022 282,714323.8% $1,349.96万 加仓
GRMN GARMIN LTD $1,769.10万0.02%74,476 -4,965-6.2% -$117.94万 减仓
TFPM TRIPLE FLAG PRECIOUS METAL $1,786.40万0.02%596,484 -76,155-11.3% -$228.08万 减仓
HPQ HP INC $1,806.08万0.02%823,191 7,8361.0% $17.19万 加仓
NUE NUCOR CORP $1,807.01万0.02%81,123 -8,676-9.7% -$193.26万 减仓
NVT NVENT ELEC PLC $1,807.28万0.02%106,555 106,555— $1,807.28万 新建仓
IHI ISHARES TR $1,814.34万0.02%367,200 367,200— $1,814.34万 新建仓
BWXT BWX TECHNOLOGIES INC $1,819.20万0.02%93,460 4690.5% $9.13万 加仓
PRU PRUDENTIAL FINL INC $1,821.43万0.02%168,760 -143,833-46.0% -$1,552.39万 减仓
COIN COINBASE GLOBAL INC $1,836.59万0.02%125,630 -5,790-4.4% -$84.64万 减仓
LVS LAS VEGAS SANDS CORP $1,837.59万0.02%397,833 10,3482.7% $47.80万 加仓
AZO AUTOZONE INC $1,848.21万0.02%5,783 -279-4.6% -$89.17万 减仓
BE BLOOM ENERGY CORP $1,873.26万0.02%61,885 19,11844.7% $578.70万 加仓
APO APOLLO GLOBAL MGMT INC $1,874.92万0.02%158,475 -24,059-13.2% -$284.64万 减仓
APG API GROUP CORP $1,879.33万0.02%443,762 -88,806-16.7% -$376.09万 减仓
JNK SPDR SERIES TRUST $1,881.93万0.02%195,282 -1,985,200-91.0% -$1.91亿 减仓
VICI VICI PPTYS INC $1,886.17万0.02%710,420 -25,951-3.5% -$68.90万 减仓
WH WYNDHAM HOTELS & RESORTS INC $1,890.33万0.02%224,478 -8,612-3.7% -$72.52万 减仓
PODD INSULET CORP $1,890.40万0.02%124,164 -16,637-11.8% -$253.30万 减仓
HIG HARTFORD INSURANCE GROUP INC $1,895.99万0.02%143,072 -160,232-52.8% -$2,123.39万 减仓
PYPL PAYPAL HLDGS INC $1,901.03万0.02%440,256 -26,512-5.7% -$114.48万 减仓
IHE ISHARES TR $1,905.94万0.02%192,500 192,500— $1,905.94万 新建仓
FITB FIFTH THIRD BANCORP $1,910.40万0.02%338,904 26,7618.6% $150.85万 加仓
XEL XCEL ENERGY INC $1,941.03万0.02%241,722 3,5401.5% $28.43万 加仓
BEPC BROOKFIELD RENEWABLE CORP $1,954.51万0.02%526,525 -195,858-27.1% -$727.04万 减仓
FLEX FLEX LTD $1,962.38万0.02%121,082 76,131169.4% $1,233.86万 加仓
BBY BEST BUY INC $1,962.66万0.02%258,653 65,67334.0% $498.33万 加仓
AVY AVERY DENNISON CORP $1,966.12万0.02%121,104 -89,320-42.4% -$1,450.11万 减仓
NKE NIKE INC $1,976.91万0.02%481,585 -111,201-18.8% -$456.48万 减仓
MOD MODINE MFG CO $1,977.98万0.02%74,076 68,5661,244.4% $1,830.85万 加仓
CCL CARNIVAL CORP LTD $1,979.28万0.02%692,784 692,784— $1,979.28万 新建仓
DVN DEVON ENERGY CORP NEW $1,980.79万0.02%479,379 220,04584.9% $909.23万 加仓
— AVALONBAY CMNTYS INC $1,988.70万0.02%105,395 -225-0.2% -$4.25万 减仓
AFL AFLAC INC $2,008.18万0.02%171,273 -11,803-6.4% -$138.39万 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $2,017.67万0.02%275,539 -32,222-10.5% -$235.95万 减仓
CARR CARRIER GLOBAL CORPORATION $2,029.14万0.02%276,638 -42,420-13.3% -$311.15万 减仓
TRGP TARGA RES CORP $2,054.65万0.02%76,626 -71,899-48.4% -$1,927.90万 减仓
EXPE EXPEDIA GROUP INC $2,057.53万0.02%80,410 -5,845-6.8% -$149.56万 减仓
AWK AMERICAN WTR WKS CO INC NEW $2,097.96万0.02%159,444 -26,441-14.2% -$347.91万 减仓
PCTY PAYLOCITY HLDG CORP $2,121.75万0.02%202,980 -54,278-21.1% -$567.37万 减仓
SNX TD SYNNEX CORPORATION $2,141.39万0.02%80,100 80,100— $2,141.39万 新建仓
MDB MONGODB INC $2,144.08万0.02%63,831 3530.6% $11.86万 加仓
TEAM ATLASSIAN CORPORATION $2,144.83万0.02%275,720 68,88233.3% $535.83万 加仓
DTM DT MIDSTREAM INC $2,148.27万0.02%146,400 21,20016.9% $311.09万 加仓
KMB KIMBERLY-CLARK CORP $2,167.45万0.02%197,454 -50,190-20.3% -$550.94万 减仓
D DOMINION ENERGY INC $2,176.73万0.02%318,748 9,6403.1% $65.83万 加仓
DNTH DIANTHUS THERAPEUTICS INC $2,196.56万0.02%225,334 108,75893.3% $1,060.17万 加仓
Q QNITY ELECTRONICS INC $2,209.71万0.02%135,308 34,34634.0% $560.90万 加仓
RACE FERRARI N V $2,213.22万0.02%59,683 3,8827.0% $143.96万 加仓
MRNA MODERNA INC $2,227.81万0.02%318,122 138,53977.1% $970.19万 加仓
NTRS NORTHERN TR CORP $2,233.55万0.02%128,483 45,36854.6% $788.68万 加仓
KKR KKR & CO INC $2,233.59万0.02%243,363 -47,243-16.3% -$433.60万 减仓
GIS GENERAL MILLS INC $2,239.62万0.02%643,570 168,12535.4% $585.08万 加仓
MTZ MASTEC INC $2,244.60万0.02%53,949 47,655757.1% $1,982.73万 加仓
EBAY EBAY INC. $2,255.66万0.02%201,849 -174,779-46.4% -$1,953.16万 减仓
APD AIR PRODUCTS AND CHEMICALS I $2,275.93万0.02%77,629 -8,764-10.1% -$256.94万 减仓
ARGX ARGENX SE $2,289.27万0.02%24,675 -56,149-69.5% -$5,209.34万 减仓
CHT CHUNGHWA TELECOM CO LTD $2,305.40万0.02%520,877 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $2,316.91万0.02%85,196 56,657198.5% $1,540.79万 加仓
GWW WW GRAINGER INC $2,333.63万0.02%17,154 -2,355-12.1% -$320.37万 减仓
BKR BAKER HUGHES COMPANY $2,349.56万0.02%423,344 -14,028-3.2% -$77.86万 减仓
IDCC INTERDIGITAL INC $2,359.44万0.02%83,334 18,35628.2% $519.71万 加仓
GH GUARDANT HEALTH INC $2,389.32万0.02%159,256 -36,044-18.5% -$540.77万 减仓
SRE SEMPRA $2,390.14万0.02%257,808 -238,738-48.1% -$2,213.34万 减仓
FER FERROVIAL NV $2,394.69万0.02%349,193 -2,435-0.7% -$16.70万 减仓
CBRE CBRE GROUP INC $2,400.53万0.02%178,226 -135,940-43.3% -$1,830.98万 减仓
— ELECTRONIC ARTS INC $2,411.23万0.02%117,598 -4,915-4.0% -$100.78万 减仓
PLNT PLANET FITNESS MASTER ISSUER $2,420.76万0.02%464,014 -181,820-28.2% -$948.55万 减仓
SKE SKEENA RES LTD NEW $2,431.02万0.02%912,437 -336,148-26.9% -$895.60万 减仓
MCO MOODYS CORP $2,440.92万0.02%53,893 -34,946-39.3% -$1,582.77万 减仓
MELI MERCADOLIBRE INC $2,454.43万0.02%14,460 -14,569-50.2% -$2,472.93万 减仓
AON AON PLC $2,463.33万0.02%74,266 -6,261-7.8% -$207.67万 减仓
FDX FEDEX CORP $2,467.12万0.02%78,789 -7,376-8.6% -$230.96万 减仓
PAYX PAYCHEX INC $2,469.76万0.02%251,171 -64,673-20.5% -$635.93万 减仓
EHC ENCOMPASS HEALTH CORP $2,477.73万0.02%245,126 -208,464-46.0% -$2,107.15万 减仓
ITT ITT INC $2,481.35万0.02%125,473 8,8737.6% $175.47万 加仓
WWD WOODWARD INC $2,503.80万0.02%58,852 51,958753.7% $2,210.50万 加仓
HUM HUMANA INC $2,506.14万0.02%63,092 16,61035.7% $659.78万 加仓
QXO QXO INC $2,519.82万0.02%1,458,229 116,5598.7% $201.41万 加仓
SITM SITIME CORP $2,520.14万0.02%33,802 28,970599.5% $2,159.89万 加仓
ROK ROCKWELL AUTOMATION INC $2,549.81万0.02%51,503 -1,003-1.9% -$49.66万 减仓
TGB TREKOR METALS LTD $2,557.68万0.02%3,710,339 3,710,339— $2,557.68万 新建仓
BMI BADGER METER INC $2,559.64万0.02%172,506 -9,504-5.2% -$141.02万 减仓
INSM INSMED INC $2,560.82万0.02%240,182 76,75847.0% $818.39万 加仓
DB DEUTSCHE BK AG $2,563.26万0.02%756,789 26,6863.7% $90.39万 加仓
BIRK BIRKENSTOCK HOLDING PLC $2,565.42万0.02%596,194 -99,966-14.4% -$430.15万 减仓
EGO ELDORADO GOLD CORP NEW $2,569.34万0.02%825,837 -165,530-16.7% -$515.00万 减仓
SCI SERVICE CORP INTL $2,570.18万0.02%338,360 -55,908-14.2% -$424.68万 减仓
— WARNER BROS DISCOVERY INC $2,599.20万0.02%974,943 -21,648-2.2% -$57.71万 减仓