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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $383.74万 | 0.08% | 51,097 | 6,355 | 14.2% | $47.73万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $384.68万 | 0.08% | 7,933 | 145 | 1.9% | $7.03万 | 加仓 |
| UNP | UNION PAC CORP | $388.68万 | 0.08% | 16,020 | 35 | 0.2% | $8,492 | 加仓 |
| EMR | EMERSON ELEC CO | $390.24万 | 0.08% | 29,785 | -4,370 | -12.8% | -$57.26万 | 减仓 |
| WSO | WATSCO INC | $391.98万 | 0.08% | 10,775 | 7,083 | 191.8% | $257.67万 | 加仓 |
| KO | COCA COLA CO | $392.41万 | 0.08% | 51,598 | -919 | -1.7% | -$6.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $397.66万 | 0.08% | 29,922 | -1,529 | -4.9% | -$20.32万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $401.89万 | 0.08% | 62,202 | -211 | -0.3% | -$1.36万 | 减仓 |
| HYG | ISHARES TR | $402.68万 | 0.08% | 50,613 | -3,706 | -6.8% | -$29.48万 | 减仓 |
| APH | AMPHENOL CORP NEW | $403.54万 | 0.08% | 31,938 | -24,374 | -43.3% | -$307.97万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $404.04万 | 0.08% | 42,992 | 4,720 | 12.3% | $44.36万 | 加仓 |
| SHV | ISHARES TR | $404.27万 | 0.08% | 36,622 | -2,408 | -6.2% | -$26.58万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $405.25万 | 0.08% | 25,766 | 1,587 | 6.6% | $24.96万 | 加仓 |
| MS | MORGAN STANLEY | $417.45万 | 0.09% | 25,366 | -176 | -0.7% | -$2.90万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $421.11万 | 0.09% | 115,089 | 12,371 | 12.0% | $45.27万 | 加仓 |
| MCD | MCDONALDS CORP | $421.80万 | 0.09% | 13,572 | -398 | -2.8% | -$12.37万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $428.02万 | 0.09% | 79,190 | -6,643 | -7.7% | -$35.91万 | 减仓 |
| C | CITIGROUP INC | $428.21万 | 0.09% | 37,758 | -3,308 | -8.1% | -$37.52万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $429.72万 | 0.09% | 24,900 | 21,353 | 602.0% | $368.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $433.22万 | 0.09% | 17,873 | 913 | 5.4% | $22.13万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $433.97万 | 0.09% | 72,874 | 1,989 | 2.8% | $11.84万 | 加仓 |
| TFC | TRUIST FINL CORP | $434.27万 | 0.09% | 94,469 | 530 | 0.6% | $2.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $441.25万 | 0.09% | 12,910 | -3,200 | -19.9% | -$109.37万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $449.08万 | 0.09% | 62,433 | -4,809 | -7.2% | -$34.59万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $459.51万 | 0.10% | 31,813 | 5,785 | 22.2% | $83.56万 | 加仓 |
| NGG | NATIONAL GRID PLC | $459.77万 | 0.10% | 54,346 | -22,086 | -28.9% | -$186.85万 | 减仓 |
| LIN | LINDE PLC | $483.74万 | 0.10% | 9,757 | 962 | 10.9% | $47.69万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $487.13万 | 0.10% | 128,192 | 38,436 | 42.8% | $146.06万 | 加仓 |
| GEV | GE VERNOVA INC | $489.00万 | 0.10% | 5,602 | 28 | 0.5% | $2.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $496.37万 | 0.10% | 193,591 | 6,834 | 3.7% | $17.52万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $505.85万 | 0.10% | 24,309 | -606 | -2.4% | -$12.61万 | 减仓 |
| GE | GE AEROSPACE | $506.25万 | 0.10% | 17,840 | -127 | -0.7% | -$3.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $511.19万 | 0.11% | 10,400 | 870 | 9.1% | $42.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $519.26万 | 0.11% | 15,370 | -2,381 | -13.4% | -$80.44万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $520.74万 | 0.11% | 39,727 | -19,122 | -32.5% | -$250.65万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $535.21万 | 0.11% | 92,854 | 44,773 | 93.1% | $258.07万 | 加仓 |
| CMI | CUMMINS INC | $537.32万 | 0.11% | 9,987 | -3,528 | -26.1% | -$189.81万 | 减仓 |
| LLY | ELI LILLY & CO | $538.47万 | 0.11% | 5,854 | 287 | 5.2% | $26.40万 | 加仓 |
| MET | METLIFE INC | $551.00万 | 0.11% | 77,913 | 4,747 | 6.5% | $33.57万 | 加仓 |
| HAS | HASBRO INC | $554.63万 | 0.12% | 59,255 | -2,640 | -4.3% | -$24.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $558.59万 | 0.12% | 6,603 | 144 | 2.2% | $12.18万 | 加仓 |
| FE | FIRSTENERGY CORP | $563.55万 | 0.12% | 111,242 | 19,792 | 21.6% | $100.27万 | 加仓 |
| V | VISA INC | $563.57万 | 0.12% | 18,646 | 1,288 | 7.4% | $38.93万 | 加仓 |
| PFE | PFIZER INC | $578.72万 | 0.12% | 206,096 | 21,821 | 11.8% | $61.27万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $590.26万 | 0.12% | 50,986 | 19,850 | 63.8% | $229.80万 | 加仓 |
| ENB | ENBRIDGE INC | $590.98万 | 0.12% | 109,357 | -6,950 | -6.0% | -$37.56万 | 减仓 |
| NLR | VANECK ETF TRUST | $595.95万 | 0.12% | 44,744 | 44,744 | — | $595.95万 | 新建仓 |
| TSLA | TESLA INC | $600.47万 | 0.12% | 16,152 | 722 | 4.7% | $26.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $602.76万 | 0.13% | 94,063 | 10,603 | 12.7% | $67.94万 | 加仓 |
| WMT | WALMART INC | $612.35万 | 0.13% | 49,272 | -11,713 | -19.2% | -$145.57万 | 减仓 |
| PEP | PEPSICO INC | $614.53万 | 0.13% | 39,573 | 5,102 | 14.8% | $79.23万 | 加仓 |
| ETR | ENTERGY CORP NEW | $621.15万 | 0.13% | 55,282 | -3,354 | -5.7% | -$37.69万 | 减仓 |
| SNY | SANOFI SA | $627.54万 | 0.13% | 130,249 | 29,240 | 28.9% | $140.88万 | 加仓 |
| AMGN | AMGEN INC | $634.51万 | 0.13% | 18,033 | -4,826 | -21.1% | -$169.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $643.06万 | 0.13% | 20,045 | 263 | 1.3% | $8.44万 | 加仓 |
| HD | HOME DEPOT INC | $645.25万 | 0.13% | 19,619 | 5,031 | 34.5% | $165.46万 | 加仓 |
| — | HONEYWELL INTL INC | $650.48万 | 0.13% | 28,779 | 250 | 0.9% | $5.65万 | 加仓 |
| ADI | ANALOG DEVICES INC | $655.69万 | 0.14% | 20,610 | -1,026 | -4.7% | -$32.64万 | 减仓 |
| BIL | SPDR SERIES TRUST | $661.18万 | 0.14% | 72,150 | 30,675 | 74.0% | $281.10万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $670.87万 | 0.14% | 51,235 | -354 | -0.7% | -$4.64万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $673.00万 | 0.14% | 269,415 | 37,801 | 16.3% | $94.43万 | 加仓 |
| USB | US BANCORP DEL | $677.13万 | 0.14% | 130,192 | -2,452 | -1.8% | -$12.75万 | 减仓 |
| RTX | RTX CORPORATION | $688.23万 | 0.14% | 35,678 | -5,637 | -13.6% | -$108.74万 | 减仓 |
| T | AT&T INC | $690.25万 | 0.14% | 238,098 | 51,706 | 27.7% | $149.90万 | 加仓 |
| PAYX | PAYCHEX INC | $694.01万 | 0.14% | 75,338 | 32,331 | 75.2% | $297.83万 | 加仓 |
| CSCO | CISCO SYS INC | $710.32万 | 0.15% | 91,548 | -13,416 | -12.8% | -$104.09万 | 减仓 |
| BAC | BANK AMERICA CORP | $711.01万 | 0.15% | 145,848 | -10,764 | -6.9% | -$52.47万 | 减仓 |
| MRK | MERCK & CO INC | $714.72万 | 0.15% | 59,416 | 20,402 | 52.3% | $245.42万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $714.98万 | 0.15% | 76,979 | -4,670 | -5.7% | -$43.37万 | 减仓 |
| CME | CME GROUP INC | $730.05万 | 0.15% | 24,718 | 3,490 | 16.4% | $103.08万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $731.75万 | 0.15% | 243,349 | 41,466 | 20.5% | $124.69万 | 加仓 |
| MUB | ISHARES TR | $744.02万 | 0.15% | 70,091 | -8,037 | -10.3% | -$85.31万 | 减仓 |
| — | EXXON MOBIL CORP | $747.43万 | 0.16% | 44,054 | -20,678 | -31.9% | -$350.83万 | 减仓 |
| CVS | CVS HEALTH CORP | $769.95万 | 0.16% | 107,206 | -4,133 | -3.7% | -$29.68万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $780.53万 | 0.16% | 133,493 | 19,933 | 17.6% | $116.55万 | 加仓 |
| TTE | TOTALENERGIES SE | $789.29万 | 0.16% | 84,673 | -4,257 | -4.8% | -$39.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $793.90万 | 0.16% | 32,478 | -21,690 | -40.0% | -$530.19万 | 减仓 |
| IWR | ISHARES TR | $798.04万 | 0.17% | 82,077 | 29,182 | 55.2% | $283.74万 | 加仓 |
| DEM | WISDOMTREE TR | $800.20万 | 0.17% | 161,038 | 1,498 | 0.9% | $7.44万 | 加仓 |
| VV | VANGUARD INDEX FDS | $807.47万 | 0.17% | 27,019 | 7,153 | 36.0% | $213.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $807.86万 | 0.17% | 16,859 | 539 | 3.3% | $25.83万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $828.40万 | 0.17% | 166,045 | 685 | 0.4% | $3.42万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $854.61万 | 0.18% | 107,349 | -3,362 | -3.0% | -$26.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $889.13万 | 0.18% | 17,795 | -2,862 | -13.9% | -$143.00万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $889.20万 | 0.18% | 94,858 | 1,951 | 2.1% | $18.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $912.02万 | 0.19% | 26,987 | -1,621 | -5.7% | -$54.78万 | 减仓 |
| DVY | ISHARES TR | $939.71万 | 0.19% | 62,064 | -1,756 | -2.8% | -$26.59万 | 减仓 |
| VGT | VANGUARD WORLD FD | $944.36万 | 0.20% | 13,535 | -9 | -0.1% | -$6,279 | 减仓 |
| IUSV | ISHARES TR | $955.87万 | 0.20% | 93,484 | -11,664 | -11.1% | -$119.26万 | 减仓 |
| IUSG | ISHARES TR | $968.37万 | 0.20% | 62,431 | 5,884 | 10.4% | $91.27万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $974.49万 | 0.20% | 69,921 | -13,279 | -16.0% | -$185.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $983.85万 | 0.20% | 195,986 | 47,366 | 31.9% | $237.78万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $992.32万 | 0.21% | 151,061 | 11,815 | 8.5% | $77.61万 | 加仓 |
| SHM | SPDR SERIES TRUST | $1,035.00万 | 0.21% | 216,392 | -21,734 | -9.1% | -$103.95万 | 减仓 |
| PLD | PROLOGIS INC. | $1,078.81万 | 0.22% | 81,617 | -5,491 | -6.3% | -$72.58万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,089.72万 | 0.23% | 125,761 | 17,594 | 16.3% | $152.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,128.67万 | 0.23% | 153,269 | 1,260 | 0.8% | $9.28万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,172.15万 | 0.24% | 80,317 | -2,843 | -3.4% | -$41.49万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $1,190.74万 | 0.25% | 173,123 | 4,994 | 3.0% | $34.35万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,205.39万 | 0.25% | 72,904 | -17,384 | -19.3% | -$287.43万 | 减仓 |