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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $1,247.79万 | 0.26% | 43,498 | 8,589 | 24.6% | $246.39万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,258.12万 | 0.26% | 163,011 | 6,717 | 4.3% | $51.84万 | 加仓 |
| IJR | ISHARES TR | $1,278.55万 | 0.27% | 102,851 | -13,963 | -12.0% | -$173.57万 | 减仓 |
| IEF | ISHARES TR | $1,392.87万 | 0.29% | 145,942 | 8,702 | 6.3% | $83.05万 | 加仓 |
| ABBV | ABBVIE INC | $1,439.81万 | 0.30% | 66,201 | -1,872 | -2.7% | -$40.71万 | 减仓 |
| TFI | SPDR SERIES TRUST | $1,449.29万 | 0.30% | 319,649 | 73,192 | 29.7% | $331.85万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,476.29万 | 0.31% | 56,364 | -630 | -1.1% | -$16.50万 | 减仓 |
| SUB | ISHARES TR | $1,592.41万 | 0.33% | 149,522 | 17,310 | 13.1% | $184.35万 | 加仓 |
| HYLB | DBX ETF TR | $1,613.47万 | 0.33% | 446,202 | 69,237 | 18.4% | $250.36万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,631.83万 | 0.34% | 208,114 | -8,347 | -3.9% | -$65.45万 | 减仓 |
| IVE | ISHARES TR | $1,735.35万 | 0.36% | 82,186 | -7,563 | -8.4% | -$159.69万 | 减仓 |
| GLD | SPDR GOLD TR | $1,772.36万 | 0.37% | 41,190 | -4,908 | -10.6% | -$211.19万 | 减仓 |
| IWB | ISHARES TR | $1,808.61万 | 0.38% | 50,724 | 10,620 | 26.5% | $378.67万 | 加仓 |
| META | META PLATFORMS INC | $1,912.92万 | 0.40% | 33,435 | -1,122 | -3.2% | -$64.19万 | 减仓 |
| CVX | CHEVRON CORP NEW | $1,920.03万 | 0.40% | 92,800 | 12,797 | 16.0% | $264.77万 | 加仓 |
| IWD | ISHARES TR | $1,940.32万 | 0.40% | 90,809 | -65,067 | -41.7% | -$1,390.29万 | 减仓 |
| IDV | ISHARES TR | $2,016.95万 | 0.42% | 473,908 | 13,685 | 3.0% | $58.24万 | 加仓 |
| AVGO | BROADCOM INC | $2,034.04万 | 0.42% | 65,718 | 791 | 1.2% | $24.48万 | 加仓 |
| HYS | PIMCO ETF TR | $2,120.94万 | 0.44% | 227,398 | 28,634 | 14.4% | $267.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $2,191.31万 | 0.45% | 74,494 | -9,015 | -10.8% | -$265.18万 | 减仓 |
| IJH | ISHARES TR | $2,232.97万 | 0.46% | 330,663 | 2,082 | 0.6% | $14.06万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,269.86万 | 0.47% | 739,850 | -4,123 | -0.6% | -$12.65万 | 减仓 |
| LQD | ISHARES TR | $2,333.07万 | 0.48% | 214,063 | -1,168 | -0.5% | -$12.73万 | 减仓 |
| IWM | ISHARES TR | $2,404.21万 | 0.50% | 96,944 | 28,293 | 41.2% | $701.67万 | 加仓 |
| IVW | ISHARES TR | $2,547.55万 | 0.53% | 225,227 | -4,038 | -1.8% | -$45.67万 | 减仓 |
| GOOGL | ALPHABET INC | $2,620.39万 | 0.54% | 91,125 | -5,641 | -5.8% | -$162.21万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,651.02万 | 0.55% | 910,065 | 65,326 | 7.7% | $190.29万 | 加仓 |
| EFV | ISHARES TR | $2,711.55万 | 0.56% | 364,701 | 265,793 | 268.7% | $1,976.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,812.20万 | 0.58% | 339,843 | 15,997 | 4.9% | $132.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,950.32万 | 0.61% | 67,546 | 3,496 | 5.5% | $152.70万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,037.85万 | 0.63% | 105,782 | 8,691 | 9.0% | $249.59万 | 加仓 |
| AMZN | AMAZON COM INC | $3,140.65万 | 0.65% | 150,797 | -5,336 | -3.4% | -$111.13万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,183.60万 | 0.66% | 283,971 | -56,061 | -16.5% | -$628.50万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,184.17万 | 0.66% | 290,288 | 49,636 | 20.6% | $544.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,626.97万 | 0.75% | 184,861 | -11,383 | -5.8% | -$223.33万 | 减仓 |
| AAPL | APPLE INC | $4,131.42万 | 0.86% | 162,789 | 37,043 | 29.5% | $940.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,175.20万 | 0.87% | 72,338 | 1,898 | 2.7% | $109.55万 | 加仓 |
| IWF | ISHARES TR | $4,275.39万 | 0.89% | 100,267 | 267 | 0.3% | $11.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,370.79万 | 0.91% | 118,075 | -2,992 | -2.5% | -$110.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,625.53万 | 0.96% | 77,408 | 352 | 0.5% | $21.03万 | 加仓 |
| IVV | ISHARES TR | $4,740.12万 | 0.98% | 72,567 | 7,082 | 10.8% | $462.60万 | 加仓 |
| IEI | ISHARES TR | $4,872.57万 | 1.01% | 410,840 | -3,008 | -0.7% | -$35.67万 | 减仓 |
| AGG | ISHARES TR | $4,913.52万 | 1.02% | 494,966 | 2,983 | 0.6% | $29.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,005.52万 | 1.04% | 287,014 | 2,997 | 1.1% | $52.27万 | 加仓 |
| IGSB | ISHARES TR | $5,191.52万 | 1.08% | 987,732 | 172,446 | 21.2% | $906.38万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $5,509.23万 | 1.14% | 694,996 | 61,672 | 9.7% | $488.87万 | 加仓 |
| EFA | ISHARES TR | $5,645.84万 | 1.17% | 581,266 | 29,104 | 5.3% | $282.69万 | 加仓 |
| TLT | ISHARES TR | $6,401.34万 | 1.33% | 738,417 | 37,933 | 5.4% | $328.84万 | 加仓 |
| SHY | ISHARES TR | $6,863.13万 | 1.42% | 831,189 | -77,281 | -8.5% | -$638.11万 | 减仓 |
| IEMG | ISHARES INC | $7,400.15万 | 1.53% | 1,060,953 | 216,403 | 25.6% | $1,509.41万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.01亿 | 2.09% | 467,630 | -1,655 | -0.4% | -$35.59万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.09亿 | 2.26% | 266,977 | 10,392 | 4.1% | $423.67万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.20亿 | 2.49% | 583,386 | 66,011 | 12.8% | $1,358.51万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.21亿 | 2.51% | 2,070,258 | 277,650 | 15.5% | $1,625.36万 | 加仓 |
| IGIB | ISHARES TR | $1.25亿 | 2.60% | 2,356,271 | 282,379 | 13.6% | $1,502.82万 | 加仓 |
| DGRO | ISHARES TR | $1.31亿 | 2.72% | 1,870,534 | 148,005 | 8.6% | $1,038.70万 | 加仓 |
| GOVT | ISHARES TR | $1.87亿 | 3.88% | 8,169,778 | 696,322 | 9.3% | $1,595.27万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $1.98亿 | 4.10% | 303,803 | -4,754 | -1.5% | -$309.17万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2.48亿 | 5.15% | 5,289,178 | 329,604 | 6.6% | $1,547.49万 | 加仓 |
| IEFA | ISHARES TR | $3.07亿 | 6.37% | 3,394,321 | 261,720 | 8.4% | $2,369.35万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3.99亿 | 8.28% | 5,218,730 | 301,289 | 6.1% | $2,306.07万 | 加仓 |