TD PRIVATE CLIENT WEALTH LLC
NEW YORK NY · SEC CIK 0001551017
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $101.71万 | 0.02% | 3,823 | -944 | -19.8% | -$25.11万 | 减仓 |
| CRM | SALESFORCE INC | $101.73万 | 0.02% | 5,450 | -2,051 | -27.3% | -$38.28万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $102.34万 | 0.02% | 4,896 | 58 | 1.2% | $1.21万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $103.81万 | 0.02% | 2,336 | -3,665 | -61.1% | -$162.87万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $104.29万 | 0.02% | 39,607 | 8,171 | 26.0% | $21.51万 | 加仓 |
| KGC | KINROSS GOLD CORP | $104.55万 | 0.02% | 34,255 | -8,420 | -19.7% | -$25.70万 | 减仓 |
| IJS | ISHARES TR | $106.51万 | 0.02% | 8,992 | 141 | 1.6% | $1.67万 | 加仓 |
| TRMB | TRIMBLE INC | $107.86万 | 0.02% | 16,536 | 330 | 2.0% | $2.15万 | 加仓 |
| EVRG | EVERGY INC | $108.24万 | 0.02% | 13,213 | 6,062 | 84.8% | $49.66万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $108.71万 | 0.02% | 46,816 | 6,823 | 17.1% | $15.84万 | 加仓 |
| SLB | SLB LIMITED | $108.87万 | 0.02% | 21,186 | 4,817 | 29.4% | $24.75万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $109.79万 | 0.02% | 5,958 | 2,211 | 59.0% | $40.74万 | 加仓 |
| LII | LENNOX INTL INC | $110.23万 | 0.02% | 2,375 | 79 | 3.4% | $3.67万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $111.32万 | 0.02% | 6,418 | 1,168 | 22.2% | $20.26万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $112.08万 | 0.02% | 6,991 | 2,446 | 53.8% | $39.21万 | 加仓 |
| TTAN | SERVICETITAN INC | $112.23万 | 0.02% | 17,685 | 5,663 | 47.1% | $35.94万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $112.44万 | 0.02% | 12,401 | -937 | -7.0% | -$8.50万 | 减仓 |
| CDW | CDW CORP | $113.15万 | 0.02% | 9,350 | 1,324 | 16.5% | $16.02万 | 加仓 |
| APP | APPLOVIN CORP | $113.55万 | 0.02% | 2,853 | -242 | -7.8% | -$9.63万 | 减仓 |
| PFFD | GLOBAL X FDS | $113.83万 | 0.02% | 61,865 | 61,814 | 121,203.9% | $113.74万 | 加仓 |
| SHEL | SHELL PLC | $114.27万 | 0.02% | 12,287 | -25,954 | -67.9% | -$241.37万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $114.71万 | 0.02% | 7,258 | -867 | -10.7% | -$13.70万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $114.79万 | 0.02% | 46,083 | 1,794 | 4.1% | $4.47万 | 加仓 |
| PPG | PPG INDS INC | $115.96万 | 0.02% | 10,850 | 611 | 6.0% | $6.53万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $116.97万 | 0.02% | 24,343 | 1,347 | 5.9% | $6.47万 | 加仓 |
| SPGI | S&P GLOBAL INC | $117.31万 | 0.02% | 2,758 | 1,339 | 94.4% | $56.95万 | 加仓 |
| EQT | EQT CORP | $117.75万 | 0.02% | 18,503 | 14,921 | 416.6% | $94.96万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $120.91万 | 0.03% | 4,130 | 151 | 3.8% | $4.42万 | 加仓 |
| WAB | WABTEC | $121.81万 | 0.03% | 4,874 | 105 | 2.2% | $2.62万 | 加仓 |
| — | LEGG MASON ETF INVT | $123.04万 | 0.03% | 22,788 | 10,382 | 83.7% | $56.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.21万 | 0.03% | 8,423 | 205 | 2.5% | $3.00万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.50万 | 0.03% | 20,362 | -7,467 | -26.8% | -$45.29万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $123.52万 | 0.03% | 4,252 | 1,037 | 32.3% | $30.12万 | 加仓 |
| COO | COOPER COS INC | $123.52万 | 0.03% | 17,276 | 515 | 3.1% | $3.68万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $124.21万 | 0.03% | 34,542 | 6,196 | 21.9% | $22.28万 | 加仓 |
| SAIA | SAIA INC | $126.39万 | 0.03% | 3,598 | 183 | 5.4% | $6.43万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $127.01万 | 0.03% | 5,445 | 4,618 | 558.4% | $107.72万 | 加仓 |
| LOW | LOWES COS INC | $128.47万 | 0.03% | 5,437 | 31 | 0.6% | $7,325 | 加仓 |
| IWO | ISHARES TR | $128.94万 | 0.03% | 4,109 | 535 | 15.0% | $16.79万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $130.35万 | 0.03% | 15,871 | 5,531 | 53.5% | $45.43万 | 加仓 |
| RS | RELIANCE INC | $130.41万 | 0.03% | 4,291 | -364 | -7.8% | -$11.06万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $132.49万 | 0.03% | 29,573 | 28,524 | 2,719.2% | $127.79万 | 加仓 |
| TMUS | T-MOBILE US INC | $133.53万 | 0.03% | 6,358 | 1,344 | 26.8% | $28.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $134.24万 | 0.03% | 6,771 | -1,333 | -16.4% | -$26.43万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $135.94万 | 0.03% | 14,569 | -256 | -1.7% | -$2.39万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $136.84万 | 0.03% | 9,436 | 9,436 | — | $136.84万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $137.31万 | 0.03% | 15,238 | 14,892 | 4,304.0% | $134.19万 | 加仓 |
| MOAT | VANECK ETF TRUST | $137.43万 | 0.03% | 14,212 | -1,158 | -7.5% | -$11.20万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $137.57万 | 0.03% | 29,327 | 3,315 | 12.7% | $15.55万 | 加仓 |
| NEM | NEWMONT CORP | $138.40万 | 0.03% | 12,785 | -1,561 | -10.9% | -$16.90万 | 减仓 |
| IMTM | ISHARES TR | $138.62万 | 0.03% | 28,868 | 28,868 | — | $138.62万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $138.76万 | 0.03% | 14,009 | 1,286 | 10.1% | $12.74万 | 加仓 |
| COR | CENCORA INC | $139.82万 | 0.03% | 4,451 | -310 | -6.5% | -$9.74万 | 减仓 |
| VNOM | VIPER ENERGY INC | $140.25万 | 0.03% | 29,846 | -1,411 | -4.5% | -$6.63万 | 减仓 |
| GM | GENERAL MTRS CO | $140.97万 | 0.03% | 18,922 | -5,212 | -21.6% | -$38.83万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $144.55万 | 0.03% | 767 | -325 | -29.8% | -$61.25万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $145.90万 | 0.03% | 2,142 | -67 | -3.0% | -$4.56万 | 减仓 |
| D | DOMINION ENERGY INC | $146.33万 | 0.03% | 23,670 | 652 | 2.8% | $4.03万 | 加仓 |
| TIP | ISHARES TR | $146.65万 | 0.03% | 13,288 | -1,086 | -7.6% | -$11.99万 | 减仓 |
| CRH | CRH PLC | $146.98万 | 0.03% | 13,982 | 299 | 2.2% | $3.14万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $147.94万 | 0.03% | 5,013 | -86 | -1.7% | -$2.54万 | 减仓 |
| BA | BOEING CO | $148.82万 | 0.03% | 7,477 | 207 | 2.8% | $4.12万 | 加仓 |
| CB | CHUBB LIMITED | $148.89万 | 0.03% | 4,568 | -90 | -1.9% | -$2.93万 | 减仓 |
| EEM | ISHARES TR | $150.26万 | 0.03% | 26,459 | 4,718 | 21.7% | $26.79万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $150.96万 | 0.03% | 73,966 | -769 | -1.0% | -$1.57万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $151.76万 | 0.03% | 11,589 | -567 | -4.7% | -$7.42万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $152.83万 | 0.03% | 363 | 4 | 1.1% | $1.68万 | 加仓 |
| ROL | ROLLINS INC | $152.94万 | 0.03% | 28,636 | -2,491 | -8.0% | -$13.30万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $153.13万 | 0.03% | 27,194 | 2,593 | 10.5% | $14.60万 | 加仓 |
| GUNR | FLEXSHARES TR | $154.19万 | 0.03% | 27,954 | 20,759 | 288.5% | $114.51万 | 加仓 |
| JNK | SPDR SERIES TRUST | $154.82万 | 0.03% | 16,174 | 1,562 | 10.7% | $14.95万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $155.89万 | 0.03% | 7,296 | 341 | 4.9% | $7.29万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $156.19万 | 0.03% | 9,516 | -564 | -5.6% | -$9.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $157.49万 | 0.03% | 5,820 | -1,843 | -24.1% | -$49.87万 | 减仓 |
| DHR | DANAHER CORPORATION | $158.56万 | 0.03% | 8,363 | 1,253 | 17.6% | $23.76万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $158.86万 | 0.03% | 4,055 | -1,312 | -24.4% | -$51.40万 | 减仓 |
| IWS | ISHARES TR | $159.41万 | 0.03% | 10,938 | 612 | 5.9% | $8.92万 | 加仓 |
| DTE | DTE ENERGY CO | $159.56万 | 0.03% | 10,912 | 9,088 | 498.2% | $132.88万 | 加仓 |
| NDSN | NORDSON CORP | $160.67万 | 0.03% | 6,039 | -239 | -3.8% | -$6.36万 | 减仓 |
| ULS | UL SOLUTIONS INC | $160.90万 | 0.03% | 18,773 | -1,940 | -9.4% | -$16.63万 | 减仓 |
| DG | DOLLAR GEN CORP NEW | $161.60万 | 0.03% | 13,611 | -1,356 | -9.1% | -$16.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $163.11万 | 0.03% | 4,964 | 39 | 0.8% | $1.28万 | 加仓 |
| BAX | BAXTER INTL INC | $163.59万 | 0.03% | 97,378 | 23,303 | 31.5% | $39.15万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $163.72万 | 0.03% | 2,761 | -675 | -19.6% | -$40.03万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $166.32万 | 0.03% | 4,846 | -218 | -4.3% | -$7.48万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $166.84万 | 0.03% | 16,952 | 3,852 | 29.4% | $37.91万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $167.01万 | 0.03% | 35,603 | -2,735 | -7.1% | -$12.83万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $167.52万 | 0.03% | 17,141 | 16,623 | 3,209.1% | $162.46万 | 加仓 |
| ORCL | ORACLE CORP | $172.40万 | 0.04% | 11,719 | 561 | 5.0% | $8.25万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $172.71万 | 0.04% | 38,518 | -3,566 | -8.5% | -$15.99万 | 减仓 |
| AZN | ASTRAZENECA PLC SHS ISIN#GB0009895292 | $174.44万 | 0.04% | 9,006 | 9,006 | — | $174.44万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $176.45万 | 0.04% | 30,019 | 8,169 | 37.4% | $48.02万 | 加仓 |
| BMO | BANK MONTREAL QUE | $176.98万 | 0.04% | 13,077 | -5,187 | -28.4% | -$70.20万 | 减仓 |
| SHOP | SHOPIFY INC | $178.75万 | 0.04% | 15,069 | -374 | -2.4% | -$4.44万 | 减仓 |
| SO | SOUTHERN CO | $180.07万 | 0.04% | 18,656 | 454 | 2.5% | $4.38万 | 加仓 |
| WCC | WESCO INTL INC | $180.45万 | 0.04% | 6,595 | 2,547 | 62.9% | $69.69万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $181.19万 | 0.04% | 6,212 | -202 | -3.1% | -$5.89万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $181.20万 | 0.04% | 2,995 | -145 | -4.6% | -$8.77万 | 减仓 |
| MPC | MARATHON PETE CORP | $182.70万 | 0.04% | 7,482 | 1,795 | 31.6% | $43.83万 | 加仓 |
| MDLN | MEDLINE INC | $183.22万 | 0.04% | 41,174 | 40,995 | 22,902.2% | $182.43万 | 加仓 |