13F 机构持仓

TD PRIVATE CLIENT WEALTH LLC

NEW YORK NY · SEC CIK 0001551017

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.9%
IEFA 6.6%
VMBS 4.9%
SPY 4.0%
GOVT 3.7%
VXF 2.9%
DGRO 2.8%
IGIB 2.8%
VOOG 2.6%
VGSH 2.4%

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
SLB SLB LIMITED COM ISIN#AN8068571086 $92.03万0.02%19,795 -1,391-6.6% -$6.47万 减仓
RTO RENTOKIL INITIAL PLC SPONS ADR ISIN#US7601251041 $92.13万0.02%32,201 1,2794.1% $3.66万 加仓
NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 $93.25万0.02%3,318 -437-11.6% -$12.28万 减仓
HCA HCA HEALTHCARE INC COM $93.50万0.02%2,398 -2,397-50.0% -$93.46万 减仓
GLW CORNING INC COM $93.52万0.02%3,661 -68-1.8% -$1.74万 减仓
APO APOLLO GLOBAL MGMT INC NEW COM $93.80万0.02%7,928 3,76090.2% $44.48万 加仓
DDOG DATADOG INC CL A $93.89万0.02%3,606 -2,953-45.0% -$76.88万 减仓
STPZ PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD $94.10万0.02%17,642 2,11113.6% $11.26万 加仓
FANG DIAMONDBACK ENERGY INC COM $94.89万0.02%5,398 4068.1% $7.14万 加仓
MKL MARKEL GROUP INC COM $95.31万0.02%488 -726-59.8% -$141.79万 减仓
WST WEST PHARMACEUTICAL SVCS INC COM $95.53万0.02%2,661 -49-1.8% -$1.76万 减仓
CDW CDW CORP COM $95.69万0.02%6,804 -2,546-27.2% -$35.81万 减仓
FLEX FLEX LTD ORD SHS ISIN#SG9999000020 $96.19万0.02%5,935 -2,224-27.3% -$36.04万 减仓
TMUS T-MOBILE US INC COM $96.27万0.02%5,740 -618-9.7% -$10.37万 减仓
MFC MANULIFE FINL CORP COM ISIN#CA56501R1064 $96.67万0.02%23,863 6092.6% $2.47万 加仓
USFD US FOODS HLDG CORP COM $97.29万0.02%9,515 -730-7.1% -$7.46万 减仓
ECL ECOLAB INC COM $99.28万0.02%3,563 -260-6.8% -$7.24万 减仓
MSI MOTOROLA SOLUTIONS INC COM NEW $100.17万0.02%2,412 69340.3% $28.78万 加仓
IQV IQVIA HLDGS INC COM $100.24万0.02%5,188 59412.9% $11.48万 加仓
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM $100.65万0.02%14,200 -1,671-10.5% -$11.84万 减仓
EBAY EBAY INC COM $102.77万0.02%9,196 690.8% $7,711 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $103.65万0.02%8,884 4615.5% $5.38万 加仓
ROL ROLLINS INC COM $103.90万0.02%24,892 -3,744-13.1% -$15.63万 减仓
VOE VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF $104.31万0.02%5,279 -679-11.4% -$13.42万 减仓
DG DOLLAR GEN CORP NEW COM $104.42万0.02%9,071 -4,540-33.4% -$52.26万 减仓
EME EMCOR GROUP INC COM $105.15万0.02%1,267 15714.1% $13.03万 加仓
SHW SHERWIN-WILLIAMS CO COM $106.78万0.02%3,101 30610.9% $10.54万 加仓
COO COOPER COS INC COM PAR $107.51万0.02%14,992 -2,284-13.2% -$16.38万 减仓
TIP ISHARES TR TIPS BD ETF $107.52万0.02%9,825 -3,463-26.1% -$37.90万 减仓
AZN ASTRAZENECA PLC SHS ISIN#GB0009895292 $107.59万0.02%5,750 -3,256-36.2% -$60.92万 减仓
PFFD GLOBAL X FDS U S PFD ETF $109.14万0.02%58,396 -3,469-5.6% -$6.48万 减仓
IGOV ISHARES TR INTL TREASURY BD ETF $109.94万0.02%26,796 14,139111.7% $58.01万 加仓
TEL TE CONNECTIVITY PLC ORD SHS ISIN#IE000IVNQZ81 $110.16万0.02%5,464 56811.6% $11.45万 加仓
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF $110.43万0.02%22,803 -1,540-6.3% -$7.46万 减仓
VNOM VIPER ENERGY INC NEW CL A $110.93万0.02%26,163 -3,683-12.3% -$15.62万 减仓
TTAN SERVICETITAN INC CL A $112.09万0.02%15,852 -1,833-10.4% -$12.96万 减仓
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM $112.66万0.02%14,221 2,64222.8% $20.93万 加仓
PCAR PACCAR INC COM $114.83万0.02%9,560 8,116562.0% $97.49万 加仓
BKNG BOOKING HLDGS INC COM $114.91万0.02%6,447 -2,628-29.0% -$46.84万 减仓
IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF $115.67万0.02%8,463 -529-5.9% -$7.23万 减仓
BMY BRISTOL MYERS SQUIBB CO COM $115.76万0.02%20,091 -271-1.3% -$1.56万 减仓
COR CENCORA INC COM $115.97万0.02%4,098 -353-7.9% -$9.99万 减仓
INTU INTUIT COM $116.01万0.02%4,445 -1,986-30.9% -$51.83万 减仓
MRSH MARSH & MCLENNAN COS INC COM $116.35万0.02%6,981 5638.8% $9.38万 加仓
LII LENNOX INTL INC COM $117.34万0.02%2,048 -327-13.8% -$18.74万 减仓
ALL ALLSTATE CORP COM $119.54万0.02%5,024 1,48341.9% $35.29万 加仓
QCOM QUALCOMM INC COM $120.70万0.02%6,532 671.0% $1.24万 加仓
MOAT VANECK ETF TR MORNINGSTAR WIDE MOAT ETF $121.45万0.02%11,682 -2,530-17.8% -$26.30万 减仓
LOW LOWES COS INC COM $121.62万0.02%5,516 791.5% $1.74万 加仓
VIK VIKING HLDGS LTD ORD SHS ISIN#BMG93A5A1010 $122.35万0.02%11,689 11,4174,197.4% $119.50万 加仓
SPGI S&P GLOBAL INC COM $122.71万0.02%3,013 2559.2% $10.39万 加仓
CTAS CINTAS CORP COM $122.78万0.02%7,219 2,48152.4% $42.20万 加仓
EQT EQT CORP COM $123.23万0.02%23,177 4,67425.3% $24.85万 加仓
VTWG VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 GROWTH INDEX FD ETF SHS $124.80万0.02%4,338 1,01930.7% $29.31万 加仓
SCHR SCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETF $125.05万0.02%50,710 4,62710.0% $11.41万 加仓
WAB WABTEC COM $125.28万0.02%4,647 -227-4.7% -$6.12万 减仓
BKLN INVESCO EXCHANGE-TRADED FD TR II SR LN ETF $127.49万0.02%62,588 -11,378-15.4% -$23.18万 减仓
PPG PPG INDS INC COM $129.19万0.02%10,651 -199-1.8% -$2.41万 减仓
ZBRA ZEBRA TECHNOLOGIES CORP CL A $132.74万0.02%5,042 86420.7% $22.75万 加仓
SPEM SPDR INDEX SHS FDS STATE STR SPDR S&P EMERGING MKTS ETF $134.80万0.02%26,034 -9,569-26.9% -$49.55万 减仓
IWO ISHARES TR RUSSELL 2000 GROWTH ETF $137.65万0.03%3,494 -615-15.0% -$24.23万 减仓
SAIA SAIA INC COM $140.37万0.03%3,333 -265-7.4% -$11.16万 减仓
XCEM COLUMBIA ETF TR II COLUMBIA EM CORE EX CHINA ETF $142.37万0.03%26,923 24,223897.1% $128.09万 加仓
FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD $142.84万0.03%31,919 2,3467.9% $10.50万 加仓
RS RELIANCE INC COM $143.13万0.03%3,831 -460-10.7% -$17.19万 减仓
IJK ISHARES TR S&P MIDCAP 400 GROWTH ETF $143.32万0.03%12,198 2,75329.1% $32.35万 加仓
CW CURTISS WRIGHT CORP COM $144.66万0.03%1,909 -233-10.9% -$17.66万 减仓
TOTL SSGA ACTIVE ETF TR STATE STREET DOBLELINE TOTAL RETURN TACTICAL ETF $146.56万0.03%37,131 33,608954.0% $132.65万 加仓
MPC MARATHON PETE CORP COM $146.65万0.03%5,736 -1,746-23.3% -$44.64万 减仓
MCK MCKESSON CORP COM $146.74万0.03%1,942 -263-11.9% -$19.87万 减仓
CRH CRH PLC SHS ISIN#IE0001827041 $146.90万0.03%13,729 -253-1.8% -$2.71万 减仓
BKR BAKER HUGHES CO CL A $150.80万0.03%27,170 25,0551,184.6% $139.06万 加仓
SMMD ISHARES TR RUSSELL 2500 ETF $153.56万0.03%16,759 11,424214.1% $104.68万 加仓
MDLN MEDLINE INC CL A $155.76万0.03%39,492 -1,682-4.1% -$6.63万 减仓
BJ BJS WHSL CLUB HLDGS INC COM $158.71万0.03%18,197 1,2457.3% $10.86万 加仓
PGR PROGRESSIVE CORP OH COM $159.35万0.03%7,294 5237.7% $11.43万 加仓
— LEGG MASON ETF INVT TR FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF $160.37万0.03%28,833 6,04526.5% $33.62万 加仓
EFX EQUIFAX INC COM $160.94万0.03%10,140 -1,203-10.6% -$19.09万 减仓
FCNCA FIRST CTZNS BANCSHARES INC CL A $161.47万0.03%776 91.2% $1.87万 加仓
KDP KEURIG DR PEPPER INC COM $162.05万0.03%49,511 9,90425.0% $32.42万 加仓
GD GENERAL DYNAMICS CORP COM $162.60万0.03%4,590 -256-5.3% -$9.07万 减仓
ALLE ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74 $164.05万0.03%11,677 -1,765-13.1% -$24.80万 减仓
AJG GALLAGHER ARTHUR J & CO COM $166.53万0.03%7,254 -4,632-39.0% -$106.34万 减仓
LPLA LPL FINL HLDGS INC COM $168.08万0.03%5,967 -1,041-14.9% -$29.32万 减仓
MBB ISHARES TR MBS ETF $168.19万0.03%17,795 -14,501-44.9% -$137.06万 减仓
NDSN NORDSON CORP COM $169.46万0.03%5,617 -422-7.0% -$12.73万 减仓
ORCL ORACLE CORP COM $170.70万0.03%11,648 -71-0.6% -$1.04万 减仓
ZWS ZURN ELKAY WTR SOLUTIONS CORP COM $171.22万0.03%33,884 -4,634-12.0% -$23.42万 减仓
BA BOEING CO COM $172.12万0.03%7,951 4746.3% $10.26万 加仓
EVRG EVERGY INC COM $174.83万0.03%20,228 7,01553.1% $60.63万 加仓
WRB BERKLEY W R CORP COM $175.30万0.03%24,854 -3,288-11.7% -$23.19万 减仓
JNK SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW $176.42万0.03%18,307 2,13313.2% $20.56万 加仓
XEL XCEL ENERGY INC COM $176.63万0.03%21,996 -12,224-35.7% -$98.16万 减仓
CARR CARRIER GLOBAL CORP COM $176.96万0.03%24,126 -3,068-11.3% -$22.50万 减仓
TD TORONTO DOMINION BK ISIN#CA8911605092 $178.62万0.03%14,710 1411.0% $1.71万 加仓
TDY TELEDYNE TECHNOLOGIES INC COM $179.46万0.03%2,691 -304-10.2% -$20.27万 减仓
WM WASTE MGMT INC DEL COM $179.69万0.03%8,062 -164-2.0% -$3.66万 减仓
EEM ISHARES TR MSCI EMERGING MKTS INDEX FD $182.44万0.03%26,668 2090.8% $1.43万 加仓
XLE SELECT SECTOR SPDR TR STATE STREET ENERGY SELECT SECTOR SPDR ETF $183.08万0.03%34,473 -3,141-8.4% -$16.68万 减仓
CCK CROWN HLDGS INC COM $183.62万0.03%16,421 6,68868.7% $74.79万 加仓