TD PRIVATE CLIENT WEALTH LLC
NEW YORK NY · SEC CIK 0001551017
$54.42亿2026Q2 申报市值
1,696持仓数
41.6%前十大占比 · 第一大 8.9%
122 / 88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
IEFA 加仓+$3,008.84万
IGIB 加仓+$2,802.41万
SPYM 加仓+$2,549.68万
VMBS 加仓+$1,893.70万
GOVT 加仓+$1,580.69万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$908.15万
IWB 减仓-$562.90万
VIG 减仓-$520.28万
BIL 减仓-$445.72万
META 减仓-$435.31万
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 |
|---|---|---|---|---|---|---|---|---|
| GTO | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FD TR TOTAL RETURN BD | $53.87万 | 0.01% | 11,494 | 7,680 | 201.4% | $36.00万 | 加仓 |
| BIIB | BIOGEN INC COM | $54.27万 | 0.01% | 2,512 | 603 | 31.6% | $13.03万 | 加仓 |
| PHM | PULTEGROUP INC COM | $54.35万 | 0.01% | 3,961 | 1,127 | 39.8% | $15.46万 | 加仓 |
| NET | CLOUDFLARE INC CL A | $54.72万 | 0.01% | 2,231 | 604 | 37.1% | $14.81万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $54.91万 | 0.01% | 4,963 | -296 | -5.6% | -$3.27万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $55.13万 | 0.01% | 14,489 | 1,318 | 10.0% | $5.02万 | 加仓 |
| NOW | SERVICENOW INC COM | $55.19万 | 0.01% | 5,559 | -3,313 | -37.3% | -$32.89万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $55.61万 | 0.01% | 13,206 | 474 | 3.7% | $2.00万 | 加仓 |
| TLH | ISHARES TR 10-20 YR TREAS BD ETF | $56.31万 | 0.01% | 5,611 | 2 | 0.0% | $201 | 加仓 |
| HR | HEALTHCARE RLTY TR INC CL A | $56.56万 | 0.01% | 28,042 | 28,042 | — | $56.56万 | 新建仓 |
| CART | MAPLEBEAR INC COM | $56.72万 | 0.01% | 11,978 | -698 | -5.5% | -$3.31万 | 减仓 |
| THO | THOR INDS INC COM | $56.81万 | 0.01% | 7,558 | -1,150 | -13.2% | -$8.64万 | 减仓 |
| ASX | ASE INDL HLDG CO LTD SPONSORED ADR ISIN#US00215W1009 | $56.89万 | 0.01% | 12,609 | -15,321 | -54.9% | -$69.13万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHS | $56.97万 | 0.01% | 4,692 | 777 | 19.8% | $9.43万 | 加仓 |
| DOV | DOVER CORP COM | $57.21万 | 0.01% | 2,551 | 42 | 1.7% | $9,420 | 加仓 |
| IOT | SAMSARA INC CL A | $57.32万 | 0.01% | 17,675 | -2,553 | -12.6% | -$8.28万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS INC COM | $57.64万 | 0.01% | 7,498 | -1,106 | -12.9% | -$8.50万 | 减仓 |
| ATI | ATI INC COM | $58.03万 | 0.01% | 2,944 | 1,227 | 71.5% | $24.18万 | 加仓 |
| REXR | REXFORD INDL RLTY INC COM | $58.45万 | 0.01% | 17,448 | 671 | 4.0% | $2.25万 | 加仓 |
| TRMB | TRIMBLE INC COM | $58.51万 | 0.01% | 11,432 | -5,104 | -30.9% | -$26.12万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967 | $58.60万 | 0.01% | 1,193 | -1,139 | -48.8% | -$55.94万 | 减仓 |
| TM | TOYOTA MTR CO SPON ADR ISIN#US8923313071 | $59.22万 | 0.01% | 3,516 | 190 | 5.7% | $3.20万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $59.48万 | 0.01% | 2,806 | -476 | -14.5% | -$10.09万 | 减仓 |
| ESGD | ISHARES TR ESG AWARE MSCI EAFE ETF | $59.76万 | 0.01% | 5,813 | 111 | 1.9% | $1.14万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $60.41万 | 0.01% | 1,949 | -3 | -0.2% | -$930 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 | $60.47万 | 0.01% | 4,859 | 81 | 1.7% | $1.01万 | 加仓 |
| CHE | CHEMED CORP NEW COM | $60.97万 | 0.01% | 1,309 | 171 | 15.0% | $7.96万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $61.52万 | 0.01% | 19,242 | -387 | -2.0% | -$1.24万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR ISIN#US7672041008 | $61.57万 | 0.01% | 6,486 | -697 | -9.7% | -$6.62万 | 减仓 |
| EAGG | ISHARES TR ESG AWARE U S AGGREGATE BD ETF | $61.57万 | 0.01% | 12,987 | 366 | 2.9% | $1.74万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $62.18万 | 0.01% | 5,435 | -863 | -13.7% | -$9.87万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $62.32万 | 0.01% | 26,286 | 23,729 | 928.0% | $56.26万 | 加仓 |
| HLNE | HAMILTON LANE INC CL A | $62.80万 | 0.01% | 7,966 | -919 | -10.3% | -$7.24万 | 减仓 |
| FTNT | FORTINET INC COM | $62.96万 | 0.01% | 4,098 | 16 | 0.4% | $2,458 | 加仓 |
| Q | QNITY ELECTRONICS INC COM | $63.01万 | 0.01% | 3,858 | 1,891 | 96.1% | $30.88万 | 加仓 |
| BSY | BENTLEY SYS INC CL B | $64.01万 | 0.01% | 21,416 | -3,251 | -13.2% | -$9.72万 | 减仓 |
| KGC | KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047 | $64.40万 | 0.01% | 27,266 | -6,989 | -20.4% | -$16.51万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $64.86万 | 0.01% | 1,310 | 18 | 1.4% | $8,911 | 加仓 |
| VLO | VALERO ENERGY CORP NEW COM | $66.12万 | 0.01% | 2,539 | -47 | -1.8% | -$1.22万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $66.35万 | 0.01% | 480 | -409 | -46.0% | -$56.54万 | 减仓 |
| ROST | ROSS STORES INC COM | $66.60万 | 0.01% | 3,129 | 84 | 2.8% | $1.79万 | 加仓 |
| STAG | STAG INDL INC COM | $66.70万 | 0.01% | 17,526 | 590 | 3.5% | $2.25万 | 加仓 |
| MLI | MUELLER INDS INC COM | $67.05万 | 0.01% | 5,454 | -361 | -6.2% | -$4.44万 | 减仓 |
| IWN | ISHARES TR RUSSELL 2000 VALUE ETF | $67.27万 | 0.01% | 3,041 | -340 | -10.1% | -$7.52万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS | $67.44万 | 0.01% | 4,297 | -196 | -4.4% | -$3.08万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $67.61万 | 0.01% | 1,361 | -463 | -25.4% | -$23.00万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD ISIN#IE00B4Q5ZN47 | $68.99万 | 0.01% | 2,863 | 27 | 1.0% | $6,506 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $69.23万 | 0.01% | 12,610 | 400 | 3.3% | $2.20万 | 加仓 |
| VTR | VENTAS INC COM | $70.80万 | 0.01% | 7,973 | -368 | -4.4% | -$3.27万 | 减仓 |
| GM | GENERAL MTRS CO COM | $70.84万 | 0.01% | 9,190 | -9,732 | -51.4% | -$75.01万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $71.58万 | 0.01% | 1,321 | -1,440 | -52.2% | -$78.02万 | 减仓 |
| SLV | ISHARES SILVER TR ISHARES | $71.64万 | 0.01% | 13,398 | -26,124 | -66.1% | -$139.69万 | 减仓 |
| CSL | CARLISLE COS INC COM | $72.01万 | 0.01% | 1,985 | -13 | -0.7% | -$4,716 | 减仓 |
| VRT | VERTIV HLDGS CO CL A | $72.35万 | 0.01% | 2,161 | 319 | 17.3% | $10.68万 | 加仓 |
| AON | AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54 | $72.88万 | 0.01% | 2,197 | -319 | -12.7% | -$10.58万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF | $73.01万 | 0.01% | 8,246 | 843 | 11.4% | $7.46万 | 加仓 |
| EXEL | EXELIXIS INC COM | $73.13万 | 0.01% | 13,440 | 803 | 6.4% | $4.37万 | 加仓 |
| MMIT | INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INTERMEDIATE ETF | $73.16万 | 0.01% | 30,047 | 1,155 | 4.0% | $2.81万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $73.32万 | 0.01% | 16,648 | 6,123 | 58.2% | $26.97万 | 加仓 |
| FNF | FIDELITY NATL FINL INC NEW FNF GROUP COM | $73.33万 | 0.01% | 15,549 | 430 | 2.8% | $2.03万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS PLC ISIN#GB00BDCPN049 | $73.53万 | 0.01% | 7,348 | -5,053 | -40.7% | -$50.56万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $73.55万 | 0.01% | 4,361 | -573 | -11.6% | -$9.66万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP NEW EXCHANGEABLE SUB VOTING SHS CL A ISIN#CA11276H1064 | $73.94万 | 0.01% | 19,179 | -2,543 | -11.7% | -$9.80万 | 减仓 |
| AME | AMETEK INC NEW COM | $74.47万 | 0.01% | 3,078 | 1,843 | 149.2% | $44.59万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS | $74.74万 | 0.01% | 5,731 | -437 | -7.1% | -$5.70万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP ISIN#LR0008862868 | $75.00万 | 0.01% | 2,362 | 94 | 4.1% | $2.98万 | 加仓 |
| VFH | VANGUARD WORLD FDS VANGUARD FINLS ETF | $75.27万 | 0.01% | 5,719 | 513 | 9.9% | $6.75万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $75.51万 | 0.01% | 17,691 | 4,075 | 29.9% | $17.39万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $75.75万 | 0.01% | 1,052 | -135 | -11.4% | -$9.72万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $76.59万 | 0.01% | 10,931 | 380 | 3.6% | $2.66万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORPORATION REGISTERED SHS -A- ISIN#CA11285B1085 | $76.83万 | 0.01% | 20,697 | -2,015 | -8.9% | -$7.48万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $77.47万 | 0.01% | 8,947 | -1,464 | -14.1% | -$12.68万 | 减仓 |
| SHEL | SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 | $78.14万 | 0.01% | 10,078 | -2,209 | -18.0% | -$17.13万 | 减仓 |
| NVR | NVR INC COM | $78.35万 | 0.01% | 115 | -9 | -7.3% | -$6.13万 | 减仓 |
| EMB | ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF | $78.48万 | 0.01% | 8,138 | -1,812 | -18.2% | -$17.47万 | 减仓 |
| CRM | SALESFORCE INC COM | $78.50万 | 0.01% | 5,011 | -439 | -8.1% | -$6.88万 | 减仓 |
| KKR | KKR & CO INC COM | $79.77万 | 0.01% | 8,692 | -14,931 | -63.2% | -$137.03万 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $80.06万 | 0.01% | 4,243 | 187 | 4.6% | $3.53万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $80.49万 | 0.01% | 4,483 | 2,351 | 110.3% | $42.21万 | 加仓 |
| APD | AIR PRODS & CHEMS INC COM | $80.57万 | 0.01% | 2,748 | -1,504 | -35.4% | -$44.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF | $80.63万 | 0.01% | 15,040 | 13 | 0.1% | $697 | 加仓 |
| POOL | POOL CORP COM | $81.75万 | 0.02% | 3,804 | -591 | -13.4% | -$12.70万 | 减仓 |
| UPS | UNITED PARCEL SVC INC CL B | $81.97万 | 0.02% | 7,625 | 202 | 2.7% | $2.17万 | 加仓 |
| EOG | EOG RES INC COM | $82.36万 | 0.02% | 6,349 | -426 | -6.3% | -$5.53万 | 减仓 |
| HIG | HARTFORD INS GROUP INC COM | $82.80万 | 0.02% | 6,248 | -106 | -1.7% | -$1.40万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS | $84.59万 | 0.02% | 18,860 | 10,347 | 121.5% | $46.41万 | 加仓 |
| QXO | QXO INC COM PAR VALUE $0 00001 NEW | $85.16万 | 0.02% | 49,285 | 8,020 | 19.4% | $13.86万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC COM | $85.30万 | 0.02% | 7,736 | -967 | -11.1% | -$10.66万 | 减仓 |
| SUSB | ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF | $85.86万 | 0.02% | 34,357 | 1,596 | 4.9% | $3.99万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $86.58万 | 0.02% | 48,830 | -86,704 | -64.0% | -$153.73万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR STATE STREET INDL SELECT SECTOR SPDR ETF | $86.60万 | 0.02% | 4,675 | 2,603 | 125.6% | $48.22万 | 加仓 |
| WELL | WELLTOWER INC COM | $86.77万 | 0.02% | 3,823 | -11 | -0.3% | -$2,497 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $86.83万 | 0.02% | 6,304 | -954 | -13.1% | -$13.14万 | 减仓 |
| MSM | MSC INDL DIRECT INC CL A | $87.81万 | 0.02% | 7,382 | 162 | 2.2% | $1.93万 | 加仓 |
| NDAQ | NASDAQ INC COM | $87.89万 | 0.02% | 11,151 | -488 | -4.2% | -$3.85万 | 减仓 |
| NEM | NEWMONT CORP COM | $88.83万 | 0.02% | 9,511 | -3,274 | -25.6% | -$30.58万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $89.20万 | 0.02% | 6,559 | 57 | 0.9% | $7,751 | 加仓 |
| DAL | DELTA AIR LINES INC DEL COM NEW | $90.87万 | 0.02% | 9,702 | 246 | 2.6% | $2.30万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $91.18万 | 0.02% | 6,305 | 659 | 11.7% | $9.53万 | 加仓 |
| NOBL | PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF | $91.51万 | 0.02% | 16,295 | -635 | -3.8% | -$3.57万 | 减仓 |