13F 机构持仓

TD PRIVATE CLIENT WEALTH LLC

NEW YORK NY · SEC CIK 0001551017

2026Q22026Q1 更早 9 个季度 🔒
$48.22亿2026Q1 申报市值
1,647持仓数
40.4%前十大占比 · 第一大 8.3%
115 / 101新建仓 / 清仓
申报市值走势$54.42亿2026Q2
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

SPYM 8.3%
IEFA 6.4%
VMBS 5.2%
SPY 4.1%
GOVT 3.9%
DGRO 2.7%
IGIB 2.6%
VGSH 2.5%
VXF 2.5%
VOOG 2.3%

2026Q1 买入最多 按季末市值估算

IEFA 加仓+$2,369.35万
SPYM 加仓+$2,306.07万
EFV 加仓+$1,976.17万
VGSH 加仓+$1,625.36万
GOVT 加仓+$1,595.27万

2026Q1 卖出最多 按季末市值估算

IWD 减仓-$1,390.29万
SHY 减仓-$638.11万
SPMO 减仓-$628.50万
JNJ 减仓-$530.19万
XLF 减仓-$499.53万

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
EAGG ISHARES TR $60.01万0.01%12,621 -8,798-41.1% -$41.83万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $60.55万0.01%27,930 -26,356-48.6% -$57.14万 减仓
VGK VANGUARD INTL EQUITY INDEX F $61.02万0.01%7,403 280.4% $2,308 加仓
STAG STAG INDL INC $61.07万0.01%16,936 8895.5% $3.21万 加仓
VMC VULCAN MATLS CO $61.09万0.01%2,243 -642-22.3% -$17.48万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $61.39万0.01%3,142 -299-8.7% -$5.84万 减仓
OXY OCCIDENTAL PETE CORP $61.59万0.01%9,475 8,062570.6% $52.40万 加仓
CG CARLYLE GROUP INC $61.61万0.01%12,732 2592.1% $1.25万 加仓
SPG SIMON PPTY GROUP INC NEW $61.83万0.01%3,315 33511.2% $6.25万 加仓
EXPO EXPONENT INC $61.99万0.01%9,501 2,25331.1% $14.70万 加仓
VLTO VERALTO CORP $62.10万0.01%7,023 -1,713-19.6% -$15.15万 减仓
VT VANGUARD INTL EQUITY INDEX F $62.15万0.01%4,493 -546-10.8% -$7.55万 减仓
RCL ROYAL CARIBBEAN GROUP $62.41万0.01%2,268 22110.8% $6.08万 加仓
NXST NEXSTAR MEDIA GROUP INC $62.69万0.01%3,467 1,914123.2% $34.61万 加仓
DAL DELTA AIR LINES INC DEL $62.86万0.01%9,456 5886.6% $3.91万 加仓
VFH VANGUARD WORLD FD $62.89万0.01%5,206 1,86255.7% $22.50万 加仓
IWV ISHARES TR $62.98万0.01%1,699 1,346381.3% $49.89万 加仓
CFG CITIZENS FINL GROUP INC $63.27万0.01%10,551 8,060323.6% $48.34万 加仓
VLO VALERO ENERGY CORP $63.89万0.01%2,586 2028.5% $4.99万 加仓
IOT SAMSARA INC $64.10万0.01%20,228 1,7589.5% $5.57万 加仓
IWN ISHARES TR $64.10万0.01%3,381 39513.2% $7.49万 加仓
HII HUNTINGTON INGALLS INDS INC $64.28万0.01%1,692 -72-4.1% -$2.74万 减仓
DGX QUEST DIAGNOSTICS INC $64.33万0.01%3,282 -418-11.3% -$8.19万 减仓
MLI MUELLER INDS INC $64.43万0.01%5,815 1,54736.2% $17.14万 加仓
PWR QUANTA SVCS INC $65.17万0.01%1,187 -9-0.8% -$4,941 减仓
KMI KINDER MORGAN INC DEL $65.82万0.01%19,629 7914.2% $2.65万 加仓
ROST ROSS STORES INC $65.96万0.01%3,045 1605.5% $3.47万 加仓
— AVALONBAY CMNTYS INC $66.25万0.01%4,056 2115.5% $3.45万 加仓
MSM MSC INDL DIRECT INC $66.62万0.01%7,220 4186.1% $3.86万 加仓
CSL CARLISLE COS INC $66.66万0.01%1,998 1,98111,652.9% $66.09万 加仓
BNY BANK NEW YORK MELLON CORP $66.98万0.01%5,646 2855.3% $3.38万 加仓
RIO RIO TINTO PLC $67.01万0.01%7,183 -50-0.7% -$4,664 减仓
WST WEST PHARMACEUTICAL SVSC INC $67.92万0.01%2,710 -972-26.4% -$24.36万 减仓
VTR VENTAS INC $68.21万0.01%8,341 1,36219.5% $11.14万 加仓
TM TOYOTA MOTOR CORP $68.55万0.01%3,326 -300-8.3% -$6.18万 减仓
THO THOR INDS INC $69.57万0.01%8,708 -516-5.6% -$4.12万 减仓
MMIT NEW YORK LIFE INVTS ACTIVE E $69.64万0.01%28,892 4,43318.1% $10.69万 加仓
FNF FIDELITY NATIONAL FINANCIAL $70.12万0.01%15,119 190.1% $881 加仓
GSK GSK PLC $70.15万0.01%12,710 -58,077-82.0% -$320.53万 减仓
IVOO VANGUARD ADMIRAL FDS INC $70.52万0.01%6,168 -111-1.8% -$1.27万 减仓
UPS UNITED PARCEL SERVICE INC $73.02万0.02%7,423 2,05538.3% $20.22万 加仓
ALL ALLSTATE CORP $73.42万0.02%3,541 -54-1.5% -$1.12万 减仓
NXPI NXP SEMICONDUCTORS N V $73.92万0.02%3,755 -356-8.7% -$7.01万 减仓
XLF SELECT SECTOR SPDR TR $74.19万0.02%15,027 -101,183-87.1% -$499.53万 减仓
MSI MOTOROLA SOLUTIONS INC $74.60万0.02%1,719 18712.2% $8.12万 加仓
WELL WELLTOWER INC $75.80万0.02%3,834 64520.2% $12.75万 加仓
INTC INTEL CORP $75.98万0.02%17,218 1,97212.9% $8.70万 加仓
VTWG VANGUARD SCOTTSDALE FDS $76.02万0.02%3,319 3,0871,330.6% $70.70万 加仓
MDB MONGODB INC $76.10万0.02%3,109 -97-3.0% -$2.37万 减仓
ADP AUTOMATIC DATA PROCESSING IN $76.96万0.02%3,788 -1,057-21.8% -$21.48万 减仓
FTV FORTIVE CORP $77.40万0.02%14,001 5494.1% $3.03万 加仓
DDOG DATADOG INC $77.43万0.02%6,559 3525.7% $4.16万 加仓
IQV IQVIA HLDGS INC $78.35万0.02%4,594 1,69258.3% $28.86万 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $79.19万0.02%8,604 -649-7.0% -$5.97万 减仓
J JACOBS SOLUTIONS INC $79.33万0.02%6,233 -344-5.2% -$4.38万 减仓
MFC MANULIFE FINL CORP $80.09万0.02%23,254 9184.1% $3.16万 加仓
QXO QXO INC $80.14万0.02%41,265 13,51748.7% $26.25万 加仓
CTAS CINTAS CORP $80.14万0.02%4,738 3,874448.4% $65.52万 加仓
AON AON PLC $81.22万0.02%2,516 -143-5.4% -$4.62万 减仓
VRTX VERTEX PHARMACEUTICALS INC $81.45万0.02%1,824 -19-1.0% -$8,484 减仓
NVR NVR INC $81.71万0.02%124 -6-4.6% -$3.95万 减仓
EME EMCOR GROUP INC $81.95万0.02%1,110 42762.5% $31.53万 加仓
SUSB ISHARES TR $82.12万0.02%32,761 -15,425-32.0% -$38.66万 减仓
SNOW SNOWFLAKE INC $82.90万0.02%5,497 85118.3% $12.83万 加仓
EBAY EBAY INC. $83.07万0.02%9,127 1,95827.3% $17.82万 加仓
QCOM QUALCOMM INC $83.26万0.02%6,465 -266-4.0% -$3.43万 减仓
SITE SITEONE LANDSCAPE SUPPLY INC $83.83万0.02%6,298 4938.5% $6.56万 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $84.01万0.02%11,579 3,57744.7% $25.95万 加仓
STPZ PIMCO ETF TR $84.03万0.02%15,531 -2,698-14.8% -$14.60万 减仓
ALGN ALIGN TECHNOLOGY INC $84.58万0.02%4,934 4,6891,913.9% $80.38万 加仓
BSX BOSTON SCIENTIFIC CORP $85.44万0.02%13,616 -18,062-57.0% -$113.34万 减仓
VDE VANGUARD WORLD FD $85.48万0.02%4,940 55012.5% $9.52万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $85.57万0.02%21,722 -4,912-18.4% -$19.35万 减仓
HIG HARTFORD INSURANCE GROUP INC $85.93万0.02%6,354 3215.3% $4.34万 加仓
BSY BENTLEY SYS INC $86.63万0.02%24,667 -6,860-21.8% -$24.09万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $87.35万0.02%4,178 51214.0% $10.70万 加仓
— ISHARES INC $88.04万0.02%21,648 -29,733-57.9% -$120.92万 减仓
HLNE HAMILTON LANE INC $88.32万0.02%8,885 4,35196.0% $43.25万 加仓
POOL POOL CORP $88.92万0.02%4,395 1,32042.9% $26.71万 加仓
SHW SHERWIN WILLIAMS CO $89.60万0.02%2,795 130.5% $4,168 加仓
NOBL PROSHARES TR $89.73万0.02%8,465 380.5% $4,028 加仓
CHH CHOICE HOTELS INTL INC $90.08万0.02%8,703 2,84148.5% $29.40万 加仓
SSNC SS&C TECHNOLOGIES HLDGS INC $90.31万0.02%13,366 -16,659-55.5% -$112.56万 减仓
BEPC BROOKFIELD RENEWABLE CORP $90.46万0.02%22,712 1,8749.0% $7.46万 加仓
NOW SERVICENOW INC $92.76万0.02%8,872 5396.5% $5.64万 加仓
ESGU ISHARES TR $92.85万0.02%6,565 1,82338.4% $25.78万 加仓
EMB ISHARES TR $93.46万0.02%9,950 -1,522-13.3% -$14.30万 减仓
CCI CROWN CASTLE INC $93.49万0.02%11,498 1661.5% $1.35万 加仓
USFD US FOODS HLDG CORP $94.47万0.02%10,245 -1,029-9.1% -$9.49万 减仓
ACN ACCENTURE PLC IRELAND $94.74万0.02%4,778 1,21434.1% $24.07万 加仓
IJK ISHARES TR $95.03万0.02%9,445 -1,140-10.8% -$11.47万 减仓
OLED UNIVERSAL DISPLAY CORP $95.43万0.02%10,411 3,60252.9% $33.02万 加仓
AIG AMERICAN INTL GROUP INC $95.79万0.02%12,730 4874.0% $3.66万 加仓
TT TRANE TECHNOLOGIES PLC $97.18万0.02%2,332 -2,982-56.1% -$124.27万 减仓
MPWR MONOLITHIC PWR SYS INC $97.20万0.02%889 -170-16.1% -$18.59万 减仓
RTO RENTOKIL INITIAL PLC $97.34万0.02%30,922 30,899134,343.5% $97.27万 加仓
CCK CROWN HLDGS INC $97.57万0.02%9,733 8539.6% $8.55万 加仓
EOG EOG RES INC $97.94万0.02%6,775 66610.9% $9.63万 加仓
FANG DIAMONDBACK ENERGY INC $98.74万0.02%4,992 -579-10.4% -$11.45万 减仓
NDAQ NASDAQ INC $98.80万0.02%11,639 10,8451,365.9% $92.06万 加仓