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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $184.98万 | 0.04% | 11,765 | -2,908 | -19.8% | -$45.72万 | 减仓 |
| PAVE | GLOBAL X FDS | $185.33万 | 0.04% | 36,475 | 31,438 | 624.1% | $159.74万 | 加仓 |
| CBRE | CBRE GROUP INC | $185.69万 | 0.04% | 13,708 | -912 | -6.2% | -$12.35万 | 减仓 |
| WRB | BERKLEY W R CORP | $186.53万 | 0.04% | 28,142 | -2,295 | -7.5% | -$15.21万 | 减仓 |
| WM | WASTE MGMT INC DEL | $189.03万 | 0.04% | 8,226 | 930 | 12.7% | $21.37万 | 加仓 |
| SBUX | STARBUCKS CORP | $190.57万 | 0.04% | 21,271 | 1,771 | 9.1% | $15.87万 | 加仓 |
| MCK | MCKESSON CORP | $190.81万 | 0.04% | 2,205 | -191 | -8.0% | -$16.53万 | 减仓 |
| ALLE | ALLEGION PLC | $195.30万 | 0.04% | 13,442 | -1,580 | -10.5% | -$22.96万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $195.43万 | 0.04% | 22,033 | -292 | -1.3% | -$2.59万 | 减仓 |
| DGRW | WISDOMTREE TR | $195.56万 | 0.04% | 22,263 | 559 | 2.6% | $4.91万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $197.03万 | 0.04% | 4,274 | 213 | 5.2% | $9.82万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $199.75万 | 0.04% | 6,569 | 1,417 | 27.5% | $43.09万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $201.14万 | 0.04% | 84,477 | 3,708 | 4.6% | $8.83万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $201.76万 | 0.04% | 69,383 | 21,824 | 45.9% | $63.46万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $202.69万 | 0.04% | 81,897 | 69,893 | 582.2% | $172.98万 | 加仓 |
| URI | UNITED RENTALS INC | $202.98万 | 0.04% | 2,786 | -183 | -6.2% | -$13.33万 | 减仓 |
| EFX | EQUIFAX INC | $204.25万 | 0.04% | 11,343 | 392 | 3.6% | $7.06万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $208.59万 | 0.04% | 45,454 | -5,832 | -11.4% | -$26.76万 | 减仓 |
| NVS | NOVARTIS AG | $210.00万 | 0.04% | 13,748 | -2,548 | -15.6% | -$38.92万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $210.82万 | 0.04% | 7,008 | -2,515 | -26.4% | -$75.66万 | 减仓 |
| IJT | ISHARES TR | $211.67万 | 0.04% | 14,627 | -3,159 | -17.8% | -$45.71万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $212.11万 | 0.04% | 135,534 | 74 | 0.1% | $1,158 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $212.48万 | 0.04% | 10,537 | 3,936 | 59.6% | $79.37万 | 加仓 |
| HSY | HERSHEY CO | $213.44万 | 0.04% | 10,267 | 1,871 | 22.3% | $38.90万 | 加仓 |
| CSX | CSX CORP | $214.38万 | 0.04% | 52,223 | 1,190 | 2.3% | $4.88万 | 加仓 |
| IAU | ISHARES GOLD TR | $215.73万 | 0.04% | 24,470 | -1,589 | -6.1% | -$14.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $215.90万 | 0.04% | 32,717 | 8,855 | 37.1% | $58.43万 | 加仓 |
| KKR | KKR & CO INC | $218.51万 | 0.05% | 23,623 | -10,825 | -31.4% | -$100.13万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $226.92万 | 0.05% | 4,795 | -2,127 | -30.7% | -$100.66万 | 减仓 |
| URTH | ISHARES INC | $227.67万 | 0.05% | 12,647 | -10,265 | -44.8% | -$184.79万 | 减仓 |
| IJJ | ISHARES TR | $229.74万 | 0.05% | 17,339 | -86 | -0.5% | -$1.14万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $230.42万 | 0.05% | 37,614 | -2,466 | -6.2% | -$15.11万 | 减仓 |
| O | REALTY INCOME CORP | $231.12万 | 0.05% | 37,777 | -17,977 | -32.2% | -$109.98万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $231.17万 | 0.05% | 10,940 | -1,255 | -10.3% | -$26.52万 | 减仓 |
| MKL | MARKEL GROUP INC | $232.37万 | 0.05% | 1,214 | -408 | -25.2% | -$78.09万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $236.52万 | 0.05% | 8,744 | -1,731 | -16.5% | -$46.82万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $237.26万 | 0.05% | 11,663 | 1,694 | 17.0% | $34.46万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $237.27万 | 0.05% | 24,595 | 8,464 | 52.5% | $81.65万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $238.73万 | 0.05% | 11,715 | -299 | -2.5% | -$6.09万 | 减仓 |
| ABNB | AIRBNB INC | $239.25万 | 0.05% | 18,946 | 13,346 | 238.3% | $168.53万 | 加仓 |
| IWP | ISHARES TR | $241.35万 | 0.05% | 18,838 | -30,058 | -61.5% | -$385.11万 | 减仓 |
| KIM | KIMCO RLTY CORP | $244.82万 | 0.05% | 108,954 | 106,366 | 4,110.0% | $239.00万 | 加仓 |
| EFG | ISHARES TR | $246.46万 | 0.05% | 22,130 | -265 | -1.2% | -$2.95万 | 减仓 |
| PSX | PHILLIPS 66 | $253.50万 | 0.05% | 13,915 | 840 | 6.4% | $15.30万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $257.43万 | 0.05% | 11,886 | -1,702 | -12.5% | -$36.86万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $263.16万 | 0.05% | 12,113 | -478 | -3.8% | -$10.38万 | 减仓 |
| PPL | PPL CORP | $266.02万 | 0.06% | 69,638 | -2,434 | -3.4% | -$9.30万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $268.68万 | 0.06% | 2,696 | 251 | 10.3% | $25.01万 | 加仓 |
| SLV | ISHARES SILVER TR | $269.30万 | 0.06% | 39,522 | -11,024 | -21.8% | -$75.12万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $271.71万 | 0.06% | 3,035 | -336 | -10.0% | -$30.08万 | 减仓 |
| XEL | XCEL ENERGY INC | $271.84万 | 0.06% | 34,220 | -14,693 | -30.0% | -$116.72万 | 减仓 |
| FDX | FEDEX CORP | $273.97万 | 0.06% | 7,692 | 3,124 | 68.4% | $111.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $274.83万 | 0.06% | 20,820 | -228 | -1.1% | -$3.01万 | 减仓 |
| TJX | TJX COS INC NEW | $275.23万 | 0.06% | 17,234 | 765 | 4.6% | $12.22万 | 加仓 |
| INTU | INTUIT | $278.06万 | 0.06% | 6,431 | 1,287 | 25.0% | $55.65万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $278.11万 | 0.06% | 37,220 | 9,665 | 35.1% | $72.22万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $286.21万 | 0.06% | 10,300 | -682 | -6.2% | -$18.95万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $289.50万 | 0.06% | 31,362 | -2,735 | -8.0% | -$25.25万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $293.64万 | 0.06% | 29,145 | 1,603 | 5.8% | $16.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $293.86万 | 0.06% | 9,715 | -3,236 | -25.0% | -$97.88万 | 减仓 |
| BP | BP PLC | $296.03万 | 0.06% | 62,984 | -5,277 | -7.7% | -$24.80万 | 减仓 |
| ADSK | AUTODESK INC | $296.07万 | 0.06% | 12,367 | -3,939 | -24.2% | -$94.30万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $297.99万 | 0.06% | 8,634 | -578 | -6.3% | -$19.95万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $303.83万 | 0.06% | 45,301 | -1,844 | -3.9% | -$12.37万 | 减仓 |
| MBB | ISHARES TR | $306.65万 | 0.06% | 32,296 | 1,553 | 5.1% | $14.75万 | 加仓 |
| KLAC | KLA CORP | $310.24万 | 0.06% | 2,107 | -38 | -1.8% | -$5.60万 | 减仓 |
| ETN | EATON CORP PLC | $310.96万 | 0.06% | 8,694 | 2,624 | 43.2% | $93.85万 | 加仓 |
| TXN | TEXAS INSTRS INC | $312.47万 | 0.06% | 16,095 | 327 | 2.1% | $6.35万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $312.62万 | 0.06% | 43,144 | 10,835 | 33.5% | $78.51万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $313.67万 | 0.07% | 93,520 | 27,541 | 41.7% | $92.37万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $313.75万 | 0.07% | 101,341 | 83,324 | 462.5% | $257.97万 | 加仓 |
| VICI | VICI PPTYS INC | $324.49万 | 0.07% | 118,772 | 18,626 | 18.6% | $50.89万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $324.63万 | 0.07% | 38,089 | 5,586 | 17.2% | $47.61万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $326.19万 | 0.07% | 14,154 | -3,421 | -19.5% | -$78.84万 | 减仓 |
| NTR | NUTRIEN LTD | $328.46万 | 0.07% | 43,646 | -1,024 | -2.3% | -$7.71万 | 减仓 |
| BLK | BLACKROCK INC | $329.01万 | 0.07% | 3,421 | -379 | -10.0% | -$36.45万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $330.66万 | 0.07% | 5,471 | -536 | -8.9% | -$32.40万 | 减仓 |
| DIS | DISNEY WALT CO | $338.21万 | 0.07% | 35,091 | 6,292 | 21.8% | $60.64万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $338.80万 | 0.07% | 35,951 | 10,562 | 41.6% | $99.54万 | 加仓 |
| UL | UNILEVER PLC | $339.34万 | 0.07% | 59,564 | 23,987 | 67.4% | $136.65万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $341.93万 | 0.07% | 12,050 | 833 | 7.4% | $23.64万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $342.69万 | 0.07% | 149,126 | -8,833 | -5.6% | -$20.30万 | 减仓 |
| CAT | CATERPILLAR INC | $344.43万 | 0.07% | 4,862 | -245 | -4.8% | -$17.36万 | 减仓 |
| SNA | SNAP ON INC | $347.53万 | 0.07% | 9,568 | -569 | -5.6% | -$20.67万 | 减仓 |
| TRP | TC ENERGY CORP | $348.02万 | 0.07% | 55,749 | -434 | -0.8% | -$2.71万 | 减仓 |
| ASML | ASML HOLDING N V | $350.02万 | 0.07% | 2,650 | 1,173 | 79.4% | $154.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $351.60万 | 0.07% | 19,273 | 2,200 | 12.9% | $40.13万 | 加仓 |
| MGK | VANGUARD WORLD FD | $353.07万 | 0.07% | 9,609 | 808 | 9.2% | $29.69万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $354.33万 | 0.07% | 5,745 | -638 | -10.0% | -$39.35万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $355.24万 | 0.07% | 123,734 | 9,306 | 8.1% | $26.72万 | 加仓 |
| TTC | TORO CO | $357.65万 | 0.07% | 38,276 | -5,655 | -12.9% | -$52.84万 | 减仓 |
| AMCR | AMCOR PLC COM NEW ISIN#JE00BV7DQ550 | $361.42万 | 0.07% | 90,924 | 90,924 | — | $361.42万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $369.36万 | 0.08% | 65,166 | 37,984 | 139.7% | $215.29万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $375.35万 | 0.08% | 75,145 | 8,640 | 13.0% | $43.16万 | 加仓 |
| ITOT | ISHARES TR | $375.46万 | 0.08% | 26,361 | 3,267 | 14.1% | $46.53万 | 加仓 |
| ABT | ABBOTT LABS | $377.43万 | 0.08% | 36,761 | -292 | -0.8% | -$3.00万 | 减仓 |
| NFLX | NETFLIX INC | $379.81万 | 0.08% | 39,502 | 4,666 | 13.4% | $44.86万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $380.02万 | 0.08% | 30,951 | 6 | 0.0% | $737 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $381.03万 | 0.08% | 138,909 | 2,982 | 2.2% | $8.18万 | 加仓 |
| SMH | VANECK ETF TRUST | $382.67万 | 0.08% | 9,981 | 2,462 | 32.7% | $94.39万 | 加仓 |