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 |
|---|---|---|---|---|---|---|---|---|
| MGA | MAGNA INTL INC | $2.20亿 | 0.19% | 3,350,400 | -1,374,136 | -29.1% | -$9,032.73万 | 减仓 |
| YUM | YUM BRANDS INC | $2.16亿 | 0.19% | 1,350,006 | -57,770 | -4.1% | -$923.51万 | 减仓 |
| EME | EMCOR GROUP INC | $2.15亿 | 0.19% | 259,462 | -14,125 | -5.2% | -$1,172.21万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.10亿 | 0.18% | 164,382 | 11,209 | 7.3% | $1,431.96万 | 加仓 |
| EVR | EVERCORE INC | $2.08亿 | 0.18% | 609,109 | -349,363 | -36.4% | -$1.19亿 | 减仓 |
| APP | APPLOVIN CORP | $2.08亿 | 0.18% | 402,895 | -44,913 | -10.0% | -$2,314.05万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2.06亿 | 0.18% | 1,154,480 | -314,845 | -21.4% | -$5,611.80万 | 减仓 |
| WELL | WELLTOWER INC | $2.04亿 | 0.18% | 897,789 | -54,749 | -5.7% | -$1,242.64万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.04亿 | 0.18% | 641,642 | 128,234 | 25.0% | $4,071.81万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2.02亿 | 0.18% | 6,220,603 | -2,512,015 | -28.8% | -$8,169.47万 | 减仓 |
| FN | FABRINET | $1.99亿 | 0.17% | 354,412 | -22,758 | -6.0% | -$1,279.18万 | 减仓 |
| LIN | LINDE PLC | $1.98亿 | 0.17% | 381,093 | -91,970 | -19.4% | -$4,772.69万 | 减仓 |
| NTAP | NETAPP INC | $1.95亿 | 0.17% | 1,257,551 | -345,405 | -21.5% | -$5,345.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.93亿 | 0.17% | 647,155 | 364,961 | 129.3% | $1.09亿 | 加仓 |
| MCD | MCDONALDS CORP | $1.92亿 | 0.17% | 709,228 | -676,586 | -48.8% | -$1.83亿 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.91亿 | 0.17% | 677,870 | -27,674 | -3.9% | -$778.22万 | 减仓 |
| CLS | CELESTICA INC | $1.85亿 | 0.16% | 506,217 | 10,620 | 2.1% | $387.19万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.83亿 | 0.16% | 383,540 | -200,736 | -34.4% | -$9,586.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.82亿 | 0.16% | 1,097,929 | -40,488 | -3.6% | -$671.13万 | 减仓 |
| CSX | CSX CORP | $1.81亿 | 0.16% | 3,816,813 | 3,025,602 | 382.4% | $1.44亿 | 加仓 |
| KO | COCA COLA CO | $1.80亿 | 0.16% | 2,212,898 | -238,326 | -9.7% | -$1,936.88万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.78亿 | 0.15% | 520,799 | -20,635 | -3.8% | -$703.69万 | 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 |
| UBER | UBER TECHNOLOGIES INC | $1.71亿 | 0.15% | 2,363,509 | -287,525 | -10.8% | -$2,074.78万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.70亿 | 0.15% | 2,989,757 | 10,359 | 0.3% | $59.03万 | 加仓 |
| TMUS | T-MOBILE US INC | $1.69亿 | 0.15% | 1,005,871 | -52,308 | -4.9% | -$877.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.66亿 | 0.14% | 1,130,732 | -223,179 | -16.5% | -$3,272.70万 | 减仓 |
| PWR | QUANTA SVCS INC | $1.64亿 | 0.14% | 227,968 | 127,332 | 126.5% | $9,168.41万 | 加仓 |
| UBS | UBS GROUP AG | $1.63亿 | 0.14% | 3,283,895 | 732,525 | 28.7% | $3,637.86万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.62亿 | 0.14% | 353,527 | -47,115 | -11.8% | -$2,161.45万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.62亿 | 0.14% | 259,317 | -91,606 | -26.1% | -$5,712.00万 | 减仓 |
| HYG | ISHARES TR | $1.60亿 | 0.14% | 2,002,740 | -1,758,777 | -46.8% | -$1.41亿 | 减仓 |
| SNDK | SANDISK CORP | $1.57亿 | 0.14% | 68,851 | -19,340 | -21.9% | -$4,397.39万 | 减仓 |
| FAST | FASTENAL CO | $1.56亿 | 0.14% | 3,251,384 | -520,731 | -13.8% | -$2,501.07万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.56亿 | 0.14% | 1,254,508 | 170,321 | 15.7% | $2,119.47万 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.56亿 | 0.14% | 6,587,926 | 199,679 | 3.1% | $472.61万 | 加仓 |
| RBA | RB GLOBAL INC | $1.55亿 | 0.13% | 1,334,778 | 14,202 | 1.1% | $165.30万 | 加仓 |
| PCAR | PACCAR INC | $1.53亿 | 0.13% | 1,275,097 | -177,283 | -12.2% | -$2,129.52万 | 减仓 |
| AMGN | AMGEN INC | $1.52亿 | 0.13% | 420,259 | 15,810 | 3.9% | $572.51万 | 加仓 |
| BCE | BCE INC | $1.51亿 | 0.13% | 7,020,162 | -29,355 | -0.4% | -$63.21万 | 减仓 |
| ORCL | ORACLE CORP | $1.51亿 | 0.13% | 1,030,199 | -73,611 | -6.7% | -$1,078.77万 | 减仓 |
| VRSN | VERISIGN INC | $1.50亿 | 0.13% | 597,254 | -57,270 | -8.7% | -$1,440.68万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.49亿 | 0.13% | 1,279,198 | 21,644 | 1.7% | $252.52万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.48亿 | 0.13% | 1,606,251 | -236,746 | -12.8% | -$2,180.19万 | 减仓 |
| FTNT | FORTINET INC | $1.45亿 | 0.13% | 944,991 | 30,971 | 3.4% | $475.78万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1.40亿 | 0.12% | 263,872 | 130,819 | 98.3% | $6,928.04万 | 加仓 |
| AGX | ARGAN INC | $1.39亿 | 0.12% | 173,601 | -34,101 | -16.4% | -$2,723.14万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $1.38亿 | 0.12% | 307,100 | -15,301 | -4.7% | -$690.04万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1.36亿 | 0.12% | 974,964 | 246,254 | 33.8% | $3,429.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.34亿 | 0.12% | 596,868 | -50,102 | -7.7% | -$1,122.03万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.33亿 | 0.12% | 800,370 | -138,998 | -14.8% | -$2,316.68万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.33亿 | 0.12% | 303,908 | -74,738 | -19.7% | -$3,270.83万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1.32亿 | 0.11% | 996,884 | -26,544 | -2.6% | -$352.58万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1.32亿 | 0.11% | 338,165 | -116,071 | -25.6% | -$4,525.49万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $1.30亿 | 0.11% | 461,374 | -92,759 | -16.7% | -$2,612.84万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.29亿 | 0.11% | 1,423,665 | 248,360 | 21.1% | $2,253.62万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1.28亿 | 0.11% | 928,659 | 104,834 | 12.7% | $1,443.98万 | 加仓 |
| TECK | TECK RESOURCES LTD | $1.26亿 | 0.11% | 2,123,479 | -436,019 | -17.0% | -$2,595.98万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1.26亿 | 0.11% | 1,272,178 | 26,979 | 2.2% | $267.87万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.25亿 | 0.11% | 196,440 | 23,198 | 13.4% | $1,481.70万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.25亿 | 0.11% | 333,949 | -14,096 | -4.1% | -$529.05万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.23亿 | 0.11% | 268,526 | 5,746 | 2.2% | $263.82万 | 加仓 |
| EOG | EOG RES INC | $1.23亿 | 0.11% | 947,217 | -143,583 | -13.2% | -$1,862.70万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $1.22亿 | 0.11% | 2,717,447 | 136,997 | 5.3% | $613.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.20亿 | 0.10% | 302,899 | -74,005 | -19.6% | -$2,943.03万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.20亿 | 0.10% | 239,981 | -239,874 | -50.0% | -$1.20亿 | 减仓 |
| DDOG | DATADOG INC | $1.20亿 | 0.10% | 460,993 | 223,393 | 94.0% | $5,816.26万 | 加仓 |
| CHE | CHEMED CORP NEW | $1.19亿 | 0.10% | 256,263 | -23,438 | -8.4% | -$1,091.60万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1.19亿 | 0.10% | 149,583 | -20,383 | -12.0% | -$1,620.02万 | 减仓 |
| CPRT | COPART INC | $1.18亿 | 0.10% | 4,192,176 | -134,804 | -3.1% | -$380.01万 | 减仓 |
| TER | TERADYNE INC | $1.18亿 | 0.10% | 244,228 | 142,286 | 139.6% | $6,884.37万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.17亿 | 0.10% | 3,454,084 | -166,875 | -4.6% | -$567.38万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.17亿 | 0.10% | 2,770,909 | -188,244 | -6.4% | -$797.03万 | 减仓 |
| CVS | CVS HEALTH CORP | $1.17亿 | 0.10% | 1,132,666 | -79,819 | -6.6% | -$825.73万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.16亿 | 0.10% | 2,007,448 | 681,472 | 51.4% | $3,926.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.15亿 | 0.10% | 1,311,911 | -312,602 | -19.2% | -$2,743.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.15亿 | 0.10% | 636,023 | -31,489 | -4.7% | -$569.67万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.13亿 | 0.10% | 560,360 | -28,833 | -4.9% | -$580.44万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.12亿 | 0.10% | 625,956 | -128,803 | -17.1% | -$2,312.40万 | 减仓 |
| NVR | NVR INC | $1.12亿 | 0.10% | 16,394 | -1,462 | -8.2% | -$996.12万 | 减仓 |
| IDXX | IDEXX LABS INC | $1.11亿 | 0.10% | 211,467 | -25,064 | -10.6% | -$1,319.47万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.10亿 | 0.10% | 586,478 | 8,068 | 1.4% | $151.95万 | 加仓 |
| ZTS | ZOETIS INC | $1.10亿 | 0.09% | 1,525,432 | -43,689 | -2.8% | -$313.95万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.08亿 | 0.09% | 1,308,124 | 12,819 | 1.0% | $105.94万 | 加仓 |
| WAT | WATERS CORP | $1.08亿 | 0.09% | 287,436 | 20,900 | 7.8% | $783.83万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.07亿 | 0.09% | 697,794 | -418,346 | -37.5% | -$6,399.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.06亿 | 0.09% | 139,497 | -33,384 | -19.3% | -$2,547.67万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1.06亿 | 0.09% | 2,033,013 | 30,960 | 1.5% | $161.46万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $1.05亿 | 0.09% | 3,041,490 | 138,396 | 4.8% | $479.74万 | 加仓 |
| NEM | NEWMONT CORP | $1.04亿 | 0.09% | 1,116,201 | -437,717 | -28.2% | -$4,088.28万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.03亿 | 0.09% | 207,960 | -20,235 | -8.9% | -$1,005.13万 | 减仓 |
| KRE | SPDR SERIES TRUST | $1.01亿 | 0.09% | 1,346,182 | 791,500 | 142.7% | $5,924.38万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.01亿 | 0.09% | 3,934,160 | -1,007,819 | -20.4% | -$2,578.00万 | 减仓 |
| TTE | TOTALENERGIES SE | $9,953.65万 | 0.09% | 1,279,745 | -127,357 | -9.1% | -$990.56万 | 减仓 |
| GLD | SPDR GOLD TR | $9,913.25万 | 0.09% | 269,104 | -174,638 | -39.4% | -$6,433.31万 | 减仓 |
| GIB | CGI INC | $9,724.77万 | 0.08% | 1,505,075 | -215,818 | -12.5% | -$1,394.47万 | 减仓 |
| RTX | RTX CORPORATION | $9,660.88万 | 0.08% | 509,191 | -1,775 | -0.3% | -$33.68万 | 减仓 |
| DE | DEERE & CO | $9,565.57万 | 0.08% | 150,798 | -451,700 | -75.0% | -$2.87亿 | 减仓 |
| NOW | SERVICENOW INC | $9,522.12万 | 0.08% | 959,118 | -305,672 | -24.2% | -$3,034.71万 | 减仓 |
| PFE | PFIZER INC | $9,456.42万 | 0.08% | 3,927,083 | -230,050 | -5.5% | -$553.96万 | 减仓 |