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
BCPC BALCHEM CORP COM $610.00%0 0— -$61 清仓
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF $690.00%1 -4,730-100.0% -$32.64万 减仓
USIG ISHARES TR BROAD USD INBD ETFVT GRADE CORP BD ETF $700.00%1 00.0% — 不变
— RLJ LODGING TR L P CUM CONV PFD 7 8 Percent SER A $740.00%3 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC COM $770.00%1 00.0% — 不变
EZU ISHARES INC MSCI EUROZONE ETF $800.00%1 00.0% — 不变
CAKE CHEESECAKE FACTORY INC COM $800.00%1 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX $820.00%1 00.0% — 不变
VGNT VERSIGENT LIMITED REGSITERED SHS ISIN#JE00BWK75100 $840.00%2 2— $84 新建仓
TDIV FIRST TR EXCHANGE-TRADED FD VI NASDAQ TECH DIVID INDEX FD $870.00%1 00.0% — 不变
MBC MASTERBRAND INC COM $930.00%9 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS INTL DIVID APPRECIATION ETF SHS $990.00%1 00.0% — 不变
SCZ ISHARES TR MSCI EAFE SMALL CAP ETF $1030.00%1 00.0% — 不变
IRTC IRHYTHM HLDGS INC COM $1190.00%1 00.0% — 不变
GVA GRANITE CONSTR INC COM $1340.00%1 00.0% — 不变
VLUE ISHARES TR MSCI USA VALUE FACTOR ETF $1380.00%1 00.0% — 不变
HOV HOVNANIAN ENTERPRISES INC CL A NEW $1420.00%1 00.0% — 不变
LOPE GRAND CANYON ED INC COM $1430.00%1 -23-95.8% -$3,289 减仓
— HERTZ GLOBAL HLDGS INC NEW WT EXP EXP 06/30/51 $1430.00%131 00.0% — 不变
AKR ACADIA RLTY TR COM $1460.00%7 00.0% — 不变
DXC DXC TECHNOLOGY CO COM $1500.00%17 -22-56.4% -$194 减仓
HGV HILTON GRAND VACATIONS INC COM $1570.00%3 00.0% — 不变
MPT MEDICAL PPTYS TR INC COM $1600.00%35 00.0% — 不变
NOVT NOVANTA INC COM ISIN#CA67000B1040 $1620.00%1 00.0% — 不变
BOH BANK HAWAII CORP COM $1630.00%2 00.0% — 不变
WD WALKER & DUNLOP INC COM $1640.00%3 00.0% — 不变
NIC NICOLET BANKSHARES INC COM $1650.00%1 00.0% — 不变
RH RH COM $1650.00%1 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC COM $1680.00%2 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT INC CL A $1730.00%5 00.0% — 不变
IVT INVENTRUST PPTYS CORP COM NEW $1770.00%5 00.0% — 不变
LAUR LAUREATE ED INC COM $1820.00%5 00.0% — 不变
FG F&G ANNUITIES & LIFE INC COM $1860.00%7 -3-30.0% -$80 减仓
CLVT CLARIVATE PLC SHS ISIN#JE00BJJN4441 $1920.00%89 00.0% — 不变
NEWT NEWTEKONE INC COM NEW $1930.00%13 00.0% — 不变
SIGI SELECTIVE INS GROUP INC COM $1940.00%2 00.0% — 不变
OSW ONESPAWORLD HOLDINGS LIMITED REGISTERED SHS ISIN#BSP736841136 $1980.00%7 00.0% — 不变
TNET TRINET GROUP INC COM $1980.00%4 00.0% — 不变
YETI YETI HLDGS INC COM $1980.00%4 00.0% — 不变
JBLU JETBLUE AWYS CORP COM $2010.00%35 00.0% — 不变
GOOD GLADSTONE COML CORP COM $2090.00%17 00.0% — 不变
AQN ALGONQUIN PWR & UTILS CORP COM ISIN# CA0158571053 $2120.00%36 -34-48.6% -$200 减仓
KMX CARMAX INC COM $2120.00%4 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC COM SER A $2250.00%4 00.0% — 不变
PDD PDD HOLDINGS INC SPONS ADR ISIN#US7223041028 $2290.00%3 00.0% — 不变
SHBI SHORE BANCSHARES INC COM $2300.00%10 00.0% — 不变
IPGP IPG PHOTONICS CORP COM $2350.00%2 00.0% — 不变
DRH DIAMONDROCK HOSPITALITY CO COM $2440.00%20 00.0% — 不变
IMXI INTERNATIONAL MONEY EXPRESS INC COM $2460.00%17 17— $246 新建仓
SKYD PARAMOUNT SKYDANCE CORP CL B $2470.00%25 -154-86.0% -$1,522 减仓
— EVOLUTION PETE CORP COM $2470.00%67 67— $247 新建仓
PRM PERIMETER SOLUTIONS INC COM $2500.00%7 -487-98.6% -$1.74万 减仓
CRVL CORVEL CORP COM $2500.00%4 00.0% — 不变
HTLD HEARTLAND EXPRESS INC COM $2590.00%17 00.0% — 不变
— FORAFRIC GLOBAL PLC SHS ISIN#GI000A3DNK69 $2620.00%26 26— $262 新建仓
— LIBERTY BROADBAND CORP COM SER A $2660.00%8 8— $266 新建仓
MOD MODINE MFG CO COM $2670.00%1 00.0% — 不变
FCPT FOUR CORNERS PPTY TR INC COM $2700.00%11 00.0% — 不变
DCH AMERICAN AXLE & MFG HLDGS INC ISIN#US0240611030 $2710.00%50 00.0% — 不变
III INFORMATION SVCS GROUP INC COM $2710.00%66 00.0% — 不变
ABCB AMERIS BANCORP COM $2710.00%3 00.0% — 不变
UWMC UWM HLDGS CORP CL A $2790.00%122 122— $279 新建仓
— QORVO INC COM $2800.00%3 -1-25.0% -$93 减仓
OSBC OLD SECOND BANCORP INC DEL COM $2800.00%12 00.0% — 不变
CSR CENTERSPACE COM $2810.00%5 5— $281 新建仓
— TVARDI THERAPEUTICS INC COM PAR $0 001 $2830.00%149 149— $283 新建仓
CMRC COMMERCE COM INC COM SER 1 $2840.00%96 00.0% — 不变
GRND GRINDR INC COM $2870.00%20 20— $287 新建仓
PGNY PROGYNY INC COM $2880.00%10 00.0% — 不变
PIPR PIPER SANDLER COS COM NEW $2890.00%4 00.0% — 不变
BIO BIO RAD LABORATORIES INC CL A $2940.00%1 1— $294 新建仓
UE URBAN EDGE PPTYS COM $2970.00%13 00.0% — 不变
SN SHARKNINJA INCORPORATION REGISTERED SHS ISIN#KYG8068L1086 $3050.00%2 00.0% — 不变
WSFS WSFS FINL CORP COM $3070.00%4 00.0% — 不变
FA FIRST ADVANTAGE CORP NEW COM $3070.00%17 00.0% — 不变
CARG CARGURUS INC CL A $3070.00%9 480.0% $136 加仓
WAY WAYSTAR HLDG CORP COM $3080.00%15 -3-16.7% -$62 减仓
PLNT PLANET FITNESS INC CL A $3130.00%6 -4-40.0% -$209 减仓
GLBE GLOBAL-E ONLINE LTD REGISTERED SHS ISIN#IL0011741688 $3130.00%9 -4-30.8% -$139 减仓
PCTY PAYLOCITY HLDG CORP COM $3140.00%3 150.0% $105 加仓
PBF PBF ENERGY INC CL A $3190.00%7 7— $319 新建仓
CNR CORE NAT RES INC COM $3200.00%4 4— $320 新建仓
— AVANOS MED INC COM $3230.00%13 00.0% — 不变
— SIGA TECHNOLOGIES INC COM $3350.00%92 92— $335 新建仓
MTG MGIC INVT CORP WIS COM $3380.00%12 8200.0% $225 加仓
LUMN LUMEN TECHNOLOGIES INC LA COM $3460.00%45 00.0% — 不变
SNEX STONEX GROUP INC COM $3560.00%3 00.0% — 不变
DK DELEK US HLDGS INC NEW COM $3560.00%7 240.0% $102 重新持有
ALHC ALIGNMENT HEALTHCARE INC COM $3570.00%15 -4-21.1% -$95 减仓
HQY HEALTHEQUITY INC COM $3610.00%4 00.0% — 不变
HPK HIGHPEAK ENERGY INC COM $3630.00%52 52— $363 新建仓
— NUVALENT INC CL A $3710.00%3 2200.0% $247 重新持有
WPP WPP PLC NEW ADR ISIN#US92937A1025 $3720.00%24 29.1% $31 加仓
AEIS ADVANCED ENERGY INDS INC COM $3730.00%1 00.0% — 不变
SHEN SHENANDOAH TELECOMMUNICATIONS CO CDT-COM $3920.00%26 26— $392 新建仓
— SPOK HLDGS INC COM $3990.00%39 39— $399 新建仓
NOG NORTHERN OIL & GAS INC COM NEW $3990.00%22 22— $399 新建仓
— LIBERTY BROADBAND CORP COM SER C $3990.00%12 12— $399 新建仓
AZTA AZENTA INC COM $4080.00%16 16— $408 新建仓
— RESOURCES CONNECTION INC COM $4120.00%97 97— $412 新建仓