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 |
|---|---|---|---|---|---|---|---|---|
| FCX | FREEPORT-MCMORAN INC CL B | $184.60万 | 0.03% | 29,353 | -666 | -2.2% | -$4.19万 | 减仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $185.41万 | 0.03% | 24,554 | 84 | 0.3% | $6,343 | 加仓 |
| IWS | ISHARES TR RUSSELL MID-CAP VALUE ETF | $186.36万 | 0.03% | 11,322 | 384 | 3.5% | $6.32万 | 加仓 |
| SPCX | SPACE EXPL TECHNOLOGIES CORP CL A | $187.48万 | 0.03% | 10,973 | 10,973 | — | $187.48万 | 新建仓 |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $187.67万 | 0.03% | 11,466 | 4,901 | 74.7% | $80.22万 | 加仓 |
| SHOP | SHOPIFY INC CL A ISIN#CA82509L1076 | $187.72万 | 0.03% | 16,441 | 1,372 | 9.1% | $15.67万 | 加仓 |
| WCC | WESCO INTL INC COM | $188.60万 | 0.03% | 5,460 | -1,135 | -17.2% | -$39.21万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COM | $188.61万 | 0.03% | 7,947 | 2,502 | 46.0% | $59.38万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $188.86万 | 0.03% | 7,950 | -2,990 | -27.3% | -$71.03万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM ISIN#CA76131D1033 | $190.05万 | 0.03% | 26,210 | 18,738 | 250.8% | $135.87万 | 加仓 |
| PFG | PRINCIPAL FINL GROUP INC COM | $190.20万 | 0.03% | 17,647 | 2,409 | 15.8% | $25.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $191.71万 | 0.04% | 3,763 | -1,708 | -31.2% | -$87.02万 | 减仓 |
| O | REALTY INCOME CORP COM | $192.00万 | 0.04% | 30,988 | -6,789 | -18.0% | -$42.07万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 | $193.27万 | 0.04% | 13,228 | 1,639 | 14.1% | $23.95万 | 加仓 |
| BP | BP PLC SPONS ADR | $193.56万 | 0.04% | 52,384 | -10,600 | -16.8% | -$39.17万 | 减仓 |
| PZA | INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETF | $195.09万 | 0.04% | 82,947 | -66,179 | -44.4% | -$155.65万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $199.91万 | 0.04% | 6,711 | -7,298 | -52.1% | -$217.40万 | 减仓 |
| TKO | TKO GROUP HLDGS INC CL A | $201.83万 | 0.04% | 10,026 | -511 | -4.8% | -$10.29万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM NEW | $201.94万 | 0.04% | 6,111 | -458 | -7.0% | -$15.14万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $202.04万 | 0.04% | 12,892 | -856 | -6.2% | -$13.42万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $202.43万 | 0.04% | 27,231 | 24,526 | 906.7% | $182.32万 | 加仓 |
| DTE | DTE ENERGY CO COM | $203.11万 | 0.04% | 13,330 | 2,418 | 22.2% | $36.84万 | 加仓 |
| MDB | MONGODB INC CL A | $204.16万 | 0.04% | 6,078 | 2,969 | 95.5% | $99.73万 | 加仓 |
| SYK | STRYKER CORP COMMON | $207.67万 | 0.04% | 6,596 | 1,632 | 32.9% | $51.38万 | 加仓 |
| BAX | BAXTER INTL INC COM | $208.77万 | 0.04% | 97,924 | 546 | 0.6% | $1.16万 | 加仓 |
| IJT | ISHARES TR S&P SMALL-CAP 600 GROWTH ETF | $208.91万 | 0.04% | 11,697 | -2,930 | -20.0% | -$52.33万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS | $210.65万 | 0.04% | 6,219 | 1,206 | 24.1% | $40.85万 | 加仓 |
| CB | CHUBB LTD COM ISIN#CH0044328745 | $213.10万 | 0.04% | 6,254 | 1,686 | 36.9% | $57.45万 | 加仓 |
| DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | $214.36万 | 0.04% | 22,418 | 155 | 0.7% | $1.48万 | 加仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF | $214.91万 | 0.04% | 22,287 | 254 | 1.2% | $2.45万 | 加仓 |
| BIL | SPDR SER TR STATE STREET SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW | $215.47万 | 0.04% | 23,512 | -48,638 | -67.4% | -$445.72万 | 减仓 |
| ULS | UL SOLUTIONS INC CL A | $215.53万 | 0.04% | 21,159 | 2,386 | 12.7% | $24.30万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $220.10万 | 0.04% | 21,171 | 351 | 1.7% | $3.65万 | 加仓 |
| PSX | PHILLIPS 66 COM | $221.93万 | 0.04% | 13,128 | -787 | -5.7% | -$13.30万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $222.06万 | 0.04% | 48,976 | 3,522 | 7.7% | $15.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $222.26万 | 0.04% | 5,589 | 1,315 | 30.8% | $52.29万 | 加仓 |
| CSX | CSX CORP COM | $222.79万 | 0.04% | 46,874 | -5,349 | -10.2% | -$25.42万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $223.56万 | 0.04% | 10,852 | 9,157 | 540.2% | $188.64万 | 加仓 |
| URI | UNITED RENTALS INC COM | $227.03万 | 0.04% | 2,004 | -782 | -28.1% | -$88.59万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $230.12万 | 0.04% | 9,628 | -2,422 | -20.1% | -$57.89万 | 减仓 |
| PAVE | GLOBAL X FDS US INFRASTRUCTURE DEV ETF | $230.31万 | 0.04% | 39,089 | 2,614 | 7.2% | $15.40万 | 加仓 |
| DHR | DANAHER CORP COM | $231.28万 | 0.04% | 12,142 | 3,779 | 45.2% | $71.98万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $233.94万 | 0.04% | 6,860 | -131 | -1.9% | -$4.47万 | 减仓 |
| EFG | ISHARES TR MSCI EAFE GROWTH ETF | $233.95万 | 0.04% | 18,803 | -3,327 | -15.0% | -$41.39万 | 减仓 |
| SO | SOUTHERN CO COM | $234.78万 | 0.04% | 24,530 | 5,874 | 31.5% | $56.22万 | 加仓 |
| TRV | TRAVELERS COS INC COM | $235.38万 | 0.04% | 7,130 | 918 | 14.8% | $30.31万 | 加仓 |
| IBB | ISHARES TR BIOTECHNOLOGY ETF | $235.51万 | 0.04% | 12,383 | 11,333 | 1,079.3% | $215.54万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COM | $238.20万 | 0.04% | 13,338 | 9,871 | 284.7% | $176.29万 | 加仓 |
| — | ISHARES INC MSCI BIC ETF | $239.06万 | 0.04% | 61,718 | 40,070 | 185.1% | $155.21万 | 加仓 |
| IWP | ISHARES TR RUSSELL MID-CAP GROWTH ETF | $239.51万 | 0.04% | 16,359 | -2,479 | -13.2% | -$36.30万 | 减仓 |
| IJJ | ISHARES TR S&P MIDCAP 400 VALUE ETF | $244.06万 | 0.04% | 16,521 | -818 | -4.7% | -$12.08万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS | $244.19万 | 0.04% | 11,140 | -575 | -4.9% | -$12.60万 | 减仓 |
| PPL | PPL CORP COM | $250.60万 | 0.05% | 68,941 | -697 | -1.0% | -$2.53万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC TAX-AWARE SHORT DURATION MUN ETF | $250.87万 | 0.05% | 99,473 | 99,473 | — | $250.87万 | 新建仓 |
| ABNB | AIRBNB INC CL A COM | $256.76万 | 0.05% | 17,943 | -1,003 | -5.3% | -$14.35万 | 减仓 |
| ABT | ABBOTT LABS COM | $258.21万 | 0.05% | 28,456 | -8,305 | -22.6% | -$75.36万 | 减仓 |
| URTH | ISHARES INC MSCI WORLD INDEX FD | $259.48万 | 0.05% | 12,805 | 158 | 1.2% | $3.20万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $262.04万 | 0.05% | 52,597 | -41,872 | -44.3% | -$208.61万 | 减仓 |
| KO | COCA COLA CO COM | $262.48万 | 0.05% | 32,297 | -19,301 | -37.4% | -$156.86万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $263.70万 | 0.05% | 24,023 | -572 | -2.3% | -$6.28万 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $264.87万 | 0.05% | 2,831 | 135 | 5.0% | $12.63万 | 加仓 |
| INTC | INTEL CORP COM | $267.55万 | 0.05% | 19,162 | 1,944 | 11.3% | $27.14万 | 加仓 |
| SPIB | SPDR SER TR STATE STR SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE | $269.45万 | 0.05% | 80,530 | -12,990 | -13.9% | -$43.46万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $269.79万 | 0.05% | 6,253 | -3,263 | -34.3% | -$140.79万 | 减仓 |
| NFLX | NETFLIX INC COM | $270.15万 | 0.05% | 37,836 | -1,666 | -4.2% | -$11.90万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $271.56万 | 0.05% | 22,058 | -3,708 | -14.4% | -$45.65万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC NEW COM | $274.40万 | 0.05% | 29,797 | -1,565 | -5.0% | -$14.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS CORP COM | $274.83万 | 0.05% | 9,773 | -8,100 | -45.3% | -$227.78万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $275.27万 | 0.05% | 112,128 | -11,606 | -9.4% | -$28.49万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $275.44万 | 0.05% | 9,479 | 845 | 9.8% | $24.55万 | 加仓 |
| TJX | TJX COS INC NEW COM | $277.03万 | 0.05% | 18,286 | 1,052 | 6.1% | $15.94万 | 加仓 |
| TTC | TORO CO COM | $281.08万 | 0.05% | 28,852 | -9,424 | -24.6% | -$91.81万 | 减仓 |
| KIM | KIMCO RLTY CORP COM | $281.52万 | 0.05% | 111,054 | 2,100 | 1.9% | $5.32万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $283.56万 | 0.05% | 2,899 | -136 | -4.5% | -$13.30万 | 减仓 |
| VBR | VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF | $288.99万 | 0.05% | 11,893 | -220 | -1.8% | -$5.35万 | 减仓 |
| FDX | FEDEX CORP COM | $289.39万 | 0.05% | 9,242 | 1,550 | 20.2% | $48.54万 | 加仓 |
| BLK | BLACKROCK INC NEW COM | $291.56万 | 0.05% | 3,032 | -389 | -11.4% | -$37.41万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $292.23万 | 0.05% | 28,597 | 7,326 | 34.4% | $74.86万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $293.17万 | 0.05% | 40,746 | 8,029 | 24.5% | $57.77万 | 加仓 |
| SNA | SNAP ON INC COM | $300.91万 | 0.06% | 7,478 | -2,090 | -21.8% | -$84.10万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $303.98万 | 0.06% | 28,409 | -736 | -2.5% | -$7.88万 | 减仓 |
| VICI | VICI PPTYS INC COM | $308.19万 | 0.06% | 116,079 | -2,693 | -2.3% | -$7.15万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR US SMALL-CAP ETF | $308.95万 | 0.06% | 85,510 | 16,127 | 23.2% | $58.27万 | 加仓 |
| SNOW | SNOWFLAKE INC COM | $310.51万 | 0.06% | 12,201 | 6,704 | 122.0% | $170.61万 | 加仓 |
| HSY | HERSHEY CO COM | $311.83万 | 0.06% | 17,773 | 7,506 | 73.1% | $131.69万 | 加仓 |
| SHV | ISHARES TR 0-1 YR TREAS BD ETF | $311.97万 | 0.06% | 28,271 | -8,351 | -22.8% | -$92.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $315.35万 | 0.06% | 9,323 | -392 | -4.0% | -$13.26万 | 减仓 |
| GE | GENERAL ELEC CO COM NEW | $315.76万 | 0.06% | 8,449 | -9,391 | -52.6% | -$350.97万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC CL A - COM | $316.61万 | 0.06% | 36,376 | -8,925 | -19.7% | -$77.68万 | 减仓 |
| NI | NISOURCE INC COM | $323.72万 | 0.06% | 68,079 | 61,778 | 980.4% | $293.75万 | 加仓 |
| LRCX | LAM RESH CORP COM NEW | $330.54万 | 0.06% | 7,628 | 332 | 4.6% | $14.39万 | 加仓 |
| RF | REGIONS FINL CORP NEW COM | $335.14万 | 0.06% | 110,972 | 95,537 | 619.0% | $288.52万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $338.03万 | 0.06% | 74,935 | -9,542 | -11.3% | -$43.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $338.90万 | 0.06% | 15,133 | 11,345 | 299.5% | $254.07万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $341.35万 | 0.06% | 15,440 | 15,440 | — | $341.35万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $341.72万 | 0.06% | 38,933 | -38,046 | -49.4% | -$333.93万 | 减仓 |
| MCD | MCDONALDS CORP COM | $344.21万 | 0.06% | 12,734 | -838 | -6.2% | -$22.65万 | 减仓 |
| DIS | DISNEY WALT CO DISNEY COM | $345.19万 | 0.06% | 35,864 | 773 | 2.2% | $7.44万 | 加仓 |
| UNM | UNUM GROUP COM | $346.29万 | 0.06% | 38,735 | 38,463 | 14,140.8% | $343.86万 | 加仓 |
| HON | HONEYWELL INTL INC COM NEW | $348.81万 | 0.06% | 15,579 | -13,200 | -45.9% | -$295.55万 | 减仓 |