TD Asset Management Inc
Toronto A6 · SEC CIK 0001056053
$1,232.46亿2026Q1 申报市值
1,230持仓数
25.9%前十大占比 · 第一大 4.1%
82 / 85新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JNJ 加仓+$7.35亿
AZN 新建仓+$3.83亿
LRCX 加仓+$3.18亿
MS 加仓+$2.61亿
FCX 加仓+$2.13亿
2026Q1 卖出最多 按季末市值估算
CRH 减仓-$2.49亿
URI 减仓-$2.48亿
BKNG 减仓-$2.34亿
MSFT 减仓-$2.19亿
META 减仓-$2.18亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $5,306.85万 | 0.04% | 221,673 | 36,015 | 19.4% | $862.20万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5,281.66万 | 0.04% | 154,263 | 1,596 | 1.0% | $54.64万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5,256.44万 | 0.04% | 579,733 | -69,100 | -10.6% | -$626.53万 | 减仓 |
| CVNA | CARVANA CO | $5,238.07万 | 0.04% | 166,616 | -5,119 | -3.0% | -$160.93万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5,227.24万 | 0.04% | 88,796 | -3,720 | -4.0% | -$218.99万 | 减仓 |
| URI | UNITED RENTALS INC | $5,205.05万 | 0.04% | 71,443 | -339,937 | -82.6% | -$2.48亿 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $5,194.10万 | 0.04% | 551,918 | -4,692 | -0.8% | -$44.16万 | 减仓 |
| DLTR | DOLLAR TREE INC | $5,186.60万 | 0.04% | 473,619 | -79,843 | -14.4% | -$874.36万 | 减仓 |
| LOW | LOWES COS INC | $5,131.53万 | 0.04% | 217,180 | 7,342 | 3.5% | $173.48万 | 加仓 |
| VLTO | VERALTO CORP | $5,032.41万 | 0.04% | 569,148 | 88,488 | 18.4% | $782.41万 | 加仓 |
| PLD | PROLOGIS INC. | $5,022.85万 | 0.04% | 380,001 | 11,377 | 3.1% | $150.38万 | 加仓 |
| MELI | MERCADOLIBRE INC | $5,019.17万 | 0.04% | 29,029 | -2,309 | -7.4% | -$399.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,992.87万 | 0.04% | 923,751 | 268,118 | 40.9% | $1,449.18万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4,987.48万 | 0.04% | 1,264,389 | 65,444 | 5.5% | $258.15万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $4,986.13万 | 0.04% | 217,992 | -16,020 | -6.8% | -$366.43万 | 减仓 |
| TW | TRADEWEB MKTS INC | $4,978.07万 | 0.04% | 423,089 | -1,163,306 | -73.3% | -$1.37亿 | 减仓 |
| IR | INGERSOLL RAND INC | $4,962.85万 | 0.04% | 619,427 | -48,618 | -7.3% | -$389.53万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $4,941.79万 | 0.04% | 507,579 | 366,361 | 259.4% | $3,566.89万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,927.69万 | 0.04% | 168,324 | 5,031 | 3.1% | $147.28万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $4,916.05万 | 0.04% | 221,374 | -58,644 | -20.9% | -$1,302.31万 | 减仓 |
| MET | METLIFE INC | $4,914.67万 | 0.04% | 694,948 | -89,419 | -11.4% | -$632.37万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $4,904.15万 | 0.04% | 1,462,617 | 38,066 | 2.7% | $127.64万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $4,873.16万 | 0.04% | 2,334,618 | 211,874 | 10.0% | $442.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4,864.77万 | 0.04% | 371,527 | 11,003 | 3.1% | $144.07万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,826.71万 | 0.04% | 368,592 | 61,050 | 19.9% | $799.45万 | 加仓 |
| SRE | SEMPRA | $4,824.94万 | 0.04% | 496,546 | 19,398 | 4.1% | $188.49万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,814.69万 | 0.04% | 192,142 | 121,363 | 171.5% | $3,041.11万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $4,803.71万 | 0.04% | 645,834 | 47,084 | 7.9% | $350.21万 | 加仓 |
| EQIX | EQUINIX INC | $4,801.02万 | 0.04% | 48,978 | -1,496 | -3.0% | -$146.64万 | 减仓 |
| VEEV | VEEVA SYS INC | $4,781.85万 | 0.04% | 272,222 | -17,961 | -6.2% | -$315.50万 | 减仓 |
| WMB | WILLIAMS COS INC | $4,758.49万 | 0.04% | 653,819 | 21,797 | 3.4% | $158.64万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $4,711.94万 | 0.04% | 239,355 | -19,297 | -7.5% | -$379.88万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $4,706.08万 | 0.04% | 1,787,345 | -13,692 | -0.8% | -$36.05万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $4,686.02万 | 0.04% | 173,242 | 32,695 | 23.3% | $884.37万 | 加仓 |
| MDA | MDA SPACE LTD | $4,682.95万 | 0.04% | 1,854,508 | 1,854,508 | — | $4,682.95万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $4,682.27万 | 0.04% | 256,661 | 10,020 | 4.1% | $182.79万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,677.98万 | 0.04% | 811,586 | 17,528 | 2.2% | $101.03万 | 加仓 |
| MEOH | METHANEX CORP | $4,658.03万 | 0.04% | 784,233 | -147,890 | -15.9% | -$878.41万 | 减仓 |
| COO | COOPER COS INC | $4,604.41万 | 0.04% | 643,974 | -56,062 | -8.0% | -$400.84万 | 减仓 |
| SBUX | STARBUCKS CORP | $4,574.12万 | 0.04% | 510,561 | 11,411 | 2.3% | $102.23万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $4,569.53万 | 0.04% | 2,138,498 | 165,826 | 8.4% | $354.34万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4,567.10万 | 0.04% | 116,579 | 13,381 | 13.0% | $524.21万 | 加仓 |
| ECL | ECOLAB INC | $4,494.43万 | 0.04% | 168,951 | 3,350 | 2.0% | $89.12万 | 加仓 |
| GGG | GRACO INC | $4,488.76万 | 0.04% | 530,273 | -128,901 | -19.6% | -$1,091.15万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,484.36万 | 0.04% | 273,220 | 3,530 | 1.3% | $57.94万 | 加仓 |
| EPAM | EPAM SYS INC | $4,474.25万 | 0.04% | 330,447 | -128,811 | -28.0% | -$1,744.10万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,420.34万 | 0.04% | 128,070 | 1,281 | 1.0% | $44.21万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $4,411.69万 | 0.04% | 280,588 | 13,103 | 4.9% | $206.02万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $4,387.58万 | 0.04% | 453,590 | -357,583 | -44.1% | -$3,458.90万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,330.55万 | 0.04% | 283,952 | -24,045 | -7.8% | -$366.71万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $4,271.90万 | 0.03% | 510,200 | -94,200 | -15.6% | -$788.74万 | 减仓 |
| CBRE | CBRE GROUP INC | $4,255.69万 | 0.03% | 314,166 | -258,111 | -45.1% | -$3,496.37万 | 减仓 |
| DASH | DOORDASH INC | $4,253.42万 | 0.03% | 283,278 | -90,836 | -24.3% | -$1,363.90万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4,241.97万 | 0.03% | 227,415 | 73,715 | 48.0% | $1,375.01万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $4,215.36万 | 0.03% | 291,136 | -15,712 | -5.1% | -$227.49万 | 减仓 |
| AME | AMETEK INC | $4,186.88万 | 0.03% | 195,320 | 18,255 | 10.3% | $391.31万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $4,162.45万 | 0.03% | 423,099 | 25,917 | 6.5% | $254.97万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,110.04万 | 0.03% | 261,320 | 43,774 | 20.1% | $688.48万 | 加仓 |
| HSY | HERSHEY CO | $4,103.35万 | 0.03% | 197,381 | -23,084 | -10.5% | -$479.89万 | 减仓 |
| ESAB | ESAB CORPORATION | $4,102.44万 | 0.03% | 424,420 | -26,968 | -6.0% | -$260.67万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4,101.58万 | 0.03% | 303,304 | -60,793 | -16.7% | -$822.10万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $4,061.89万 | 0.03% | 358,888 | -3,213 | -0.9% | -$36.36万 | 减仓 |
| ASML | ASML HLDG NV | $4,056.80万 | 0.03% | 30,714 | -2,016 | -6.2% | -$266.28万 | 减仓 |
| VNOM | VIPER ENERGY INC | $4,041.70万 | 0.03% | 860,119 | -37,558 | -4.2% | -$176.49万 | 减仓 |
| SO | SOUTHERN CO | $4,035.88万 | 0.03% | 418,139 | 10,656 | 2.6% | $102.85万 | 加仓 |
| USB | US BANCORP | $4,020.52万 | 0.03% | 773,028 | 7,662 | 1.0% | $39.85万 | 加仓 |
| ATS | ATS CORPORATION | $3,996.60万 | 0.03% | 1,422,459 | 229,251 | 19.2% | $644.11万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $3,979.42万 | 0.03% | 529,954 | -243,230 | -31.5% | -$1,826.41万 | 减仓 |
| SE | SEA LTD | $3,934.24万 | 0.03% | 475,092 | -20,000 | -4.0% | -$165.62万 | 减仓 |
| EIX | EDISON INTL | $3,890.52万 | 0.03% | 531,637 | 541 | 0.1% | $3.96万 | 加仓 |
| NTRA | NATERA INC | $3,881.65万 | 0.03% | 194,092 | 36,626 | 23.3% | $732.48万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $3,877.08万 | 0.03% | 143,129 | -19,134 | -11.8% | -$518.30万 | 减仓 |
| MCO | MOODYS CORP | $3,875.60万 | 0.03% | 88,839 | -351,865 | -79.8% | -$1.54亿 | 减仓 |
| CTAS | CINTAS CORP | $3,833.22万 | 0.03% | 226,630 | -151,499 | -40.1% | -$2,562.45万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,820.46万 | 0.03% | 1,596,513 | -5,938 | -0.4% | -$14.21万 | 减仓 |
| VLO | VALERO ENERGY CORP | $3,800.54万 | 0.03% | 153,818 | -55,459 | -26.5% | -$1,370.28万 | 减仓 |
| CTVA | CORTEVA INC | $3,736.80万 | 0.03% | 446,398 | 12,251 | 2.8% | $102.55万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,733.99万 | 0.03% | 133,715 | -7,483 | -5.3% | -$208.96万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $3,733.23万 | 0.03% | 272,240 | -93,248 | -25.5% | -$1,278.71万 | 减仓 |
| TRGP | TARGA RES CORP | $3,723.97万 | 0.03% | 148,525 | -17,546 | -10.6% | -$439.93万 | 减仓 |
| SKE | SKEENA RES LTD NEW | $3,706.70万 | 0.03% | 1,248,585 | -261,807 | -17.3% | -$777.23万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $3,693.47万 | 0.03% | 3,193,570 | 9,149 | 0.3% | $10.58万 | 加仓 |
| MMM | 3M CO | $3,674.78万 | 0.03% | 253,032 | 2,540 | 1.0% | $36.89万 | 加仓 |
| ULS | UL SOLUTIONS INC | $3,670.07万 | 0.03% | 428,196 | 118,810 | 38.4% | $1,018.32万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3,661.37万 | 0.03% | 212,155 | 26,494 | 14.3% | $457.23万 | 加仓 |
| AVY | AVERY DENNISON CORP | $3,633.60万 | 0.03% | 210,424 | -15,090 | -6.7% | -$260.57万 | 减仓 |
| KRE | SPDR SERIES TRUST | $3,613.75万 | 0.03% | 554,682 | 554,682 | — | $3,613.75万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $3,569.46万 | 0.03% | 50,792 | 28,592 | 128.8% | $2,009.33万 | 加仓 |
| TRU | TRANSUNION | $3,527.84万 | 0.03% | 509,877 | -12,968 | -2.5% | -$89.73万 | 减仓 |
| IWM | ISHARES TR | $3,510.99万 | 0.03% | 141,572 | 40 | 0.0% | $9,920 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $3,500.61万 | 0.03% | 200,874 | 26,465 | 15.2% | $461.20万 | 加仓 |
| BX | BLACKSTONE INC | $3,498.75万 | 0.03% | 304,266 | 18,784 | 6.6% | $216.00万 | 加仓 |
| DAL | DELTA AIR LINES INC | $3,461.67万 | 0.03% | 520,709 | -103,628 | -16.6% | -$688.92万 | 减仓 |
| TKR | TIMKEN CO | $3,454.72万 | 0.03% | 343,514 | 343,514 | — | $3,454.72万 | 新建仓 |
| EBAY | EBAY INC. | $3,428.07万 | 0.03% | 376,628 | 23,213 | 6.6% | $211.28万 | 加仓 |
| XPO | XPO INC | $3,424.08万 | 0.03% | 176,000 | -31,800 | -15.3% | -$618.67万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $3,410.86万 | 0.03% | 80,314 | 45,628 | 131.5% | $1,937.78万 | 加仓 |
| DTE | DTE ENERGY CO | $3,410.71万 | 0.03% | 233,259 | 2,267 | 1.0% | $33.15万 | 加仓 |
| OR | OR ROYALTIES INC. | $3,398.20万 | 0.03% | 894,997 | 5,071 | 0.6% | $19.25万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $3,393.47万 | 0.03% | 991,367 | -239,271 | -19.4% | -$819.03万 | 减仓 |