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
IBP INSTALLED BLDG PRODS INC COM $9190.00%4 -294-98.7% -$6.75万 减仓
DUOL DUOLINGO INC CL A COM $9200.00%8 -1-11.1% -$115 减仓
— MICROCHIP TECHNOLOGY INC DEP SHS REPSTG 1/20TH PFD CONV SER A $9210.00%12 00.0% — 不变
COMP COMPASS INC CL A $9250.00%75 00.0% — 不变
COCO VITA COCO CO INC COM $9260.00%14 00.0% — 不变
RRC RANGE RES CORP COM $9300.00%25 20400.0% $744 加仓
GRAL GRAIL INC COM $9560.00%14 00.0% — 不变
DLN WISDOMTREE TR U S LARGECAP DIVID FD $9630.00%10 00.0% — 不变
VRRM VERRA MOBILITY CORP CL A $9650.00%227 227— $965 新建仓
RUM RUM GROUP INC CL A $9700.00%153 104212.2% $659 加仓
— QXO INC DEP SH REPSTG 1/20TH INT CONV PFD SER B CPN FREQ QTLY CPN 5.5 Percent MTY 05/15/2028 $9750.00%20 10100.0% $488 加仓
RNA ATRIUM THERAPEUTICS INC COM $9950.00%74 74— $995 新建仓
SSB SOUTHSTATE BK CORP COM $9990.00%10 00.0% — 不变
EPAM EPAM SYS INC COM $1,0320.00%13 -42-76.4% -$3,334 减仓
CAR AVIS BUDGET GROUP INC COM $1,0350.00%7 00.0% — 不变
TDC TERADATA CORP DEL COM $1,0400.00%30 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $1,0510.00%17 00.0% — 不变
— ACV AUCTIONS INC CL A $1,0570.00%147 00.0% — 不变
— TOPBUILD CORP COM $1,0640.00%3 00.0% — 不变
HAYW HAYWARD HLDGS INC COM $1,0730.00%62 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC COM $1,0740.00%2 2— $1,074 新建仓
SMMT SUMMIT THERAPEUTICS INC COM $1,0780.00%74 00.0% — 不变
CRBG COREBRIDGE FINL INC COM $1,0880.00%38 00.0% — 不变
— LIFEMD INC COM $1,0900.00%264 00.0% — 不变
RYAN RYAN SPECIALTY HLDGS INC CL A COM $1,0950.00%29 -120-80.5% -$4,531 减仓
WMS ADVANCED DRAIN SYS INC DEL COM $1,0990.00%7 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC COM $1,1070.00%9 -87-90.6% -$1.07万 减仓
PATH UIPATH INC CL A $1,1090.00%102 00.0% — 不变
GKOS GLAUKOS CORP COM $1,1180.00%8 00.0% — 不变
AFG AMERICAN FINL GROUP INC OHIO COM $1,1200.00%8 8— $1,120 新建仓
AMKR AMKOR TECHNOLOGY INC COM $1,1210.00%13 00.0% — 不变
GO GROCERY OUTLET HLDG CORP COM $1,1280.00%113 00.0% — 不变
KFY KORN FERRY COM NEW $1,1320.00%17 17— $1,132 新建仓
SLVM SYLVAMO CORP COM $1,1340.00%30 00.0% — 不变
YELP YELP INC COM $1,1520.00%47 27135.0% $662 加仓
AM ANTERO MIDSTREAM CORP COM $1,1600.00%51 51— $1,160 新建仓
IDT IDT CORP CL B NEW $1,1630.00%20 20— $1,163 新建仓
AROC ARCHROCK INC COM $1,1810.00%29 19190.0% $774 加仓
CDNA CAREDX INC COM $1,1970.00%42 00.0% — 不变
XHR XENIA HOTELS & RESORTS INC COM $1,2220.00%60 00.0% — 不变
OSK OSHKOSH CORP COM $1,2280.00%8 00.0% — 不变
U UNITY SOFTWARE INC COM $1,2290.00%43 00.0% — 不变
GTY GETTY RLTY CORP NEW COM $1,2340.00%37 00.0% — 不变
OPFI OPPFI INC COM $1,2510.00%126 126— $1,251 新建仓
— BANK AMER CORP NON CUMULATIVE PERPETUAL CONV PFD SER L $1,2550.00%1 00.0% — 不变
MTH MERITAGE HOMES CORP COM $1,2580.00%15 15— $1,258 新建仓
M MACYS INC COM $1,2720.00%54 00.0% — 不变
ICL ICL GROUP LTD REGISTERED SHS ISIN#IL0002810146 $1,2840.00%256 166184.4% $833 加仓
ABR ARBOR RLTY TR INC COM $1,2850.00%237 00.0% — 不变
IOVA IOVANCE BIOTHERAPEUTICS INC COM $1,2850.00%309 00.0% — 不变
EWBC EAST WEST BANCORP INC COM $1,2910.00%10 00.0% — 不变
MPLX MPLX LP COM UNIT REPSTG LTD PARTNER INT $1,2960.00%23 00.0% — 不变
LTC LTC PPTYS INC COM $1,3070.00%34 34— $1,307 新建仓
OVV OVINTIV INC COM $1,3160.00%25 25— $1,316 新建仓
NOV NOV INC COM $1,3170.00%71 -16-18.4% -$297 减仓
STAA STAAR SURGICAL CO COM NEW PAR $0 01 $1,3200.00%46 00.0% — 不变
TS TENARIS S A SPONSORED ADR $1,3320.00%24 -975-97.6% -$5.41万 减仓
CDE COEUR MNG INC COM NEW $1,3380.00%82 62310.0% $1,012 加仓
GTLB GITLAB INC CL A COM $1,3430.00%44 1551.7% $458 重新持有
CNNE CANNAE HLDGS INC COM $1,3540.00%94 94— $1,354 新建仓
QQQI NEOS ETF TR NASDAQ 100 HIGH INCOME ETF $1,3630.00%24 00.0% — 不变
IOSP INNOSPEC INC COM $1,3840.00%17 17— $1,384 新建仓
CSW CSW INDUSTRIALS INC COM $1,3920.00%5 00.0% — 不变
TGS TRANSPORTADORA DE GAS DEL SUR S A SPONSORED ADR REPSTG 5 CL B SH REG S $1,3970.00%47 00.0% — 不变
APG API GROUP CORP COM $1,3980.00%33 29725.0% $1,229 加仓
DJT TRUMP MEDIA & TECHNOLOGY GROUP CORP COM $1,4090.00%182 182— $1,409 新建仓
NTLA INTELLIA THERAPEUTICS INC COM $1,4210.00%84 00.0% — 不变
UNIT UNITI GROUP INC NEW COM $1,4220.00%124 00.0% — 不变
TR TOOTSIE ROLL INDS INC COM $1,4240.00%36 36— $1,424 新建仓
CPRI CAPRI HLDGS LTD SHS ISIN#VGG1890L1076 $1,4480.00%78 00.0% — 不变
MHK MOHAWK INDS INC COM $1,4560.00%12 -141-92.2% -$1.71万 减仓
CNK CINEMARK HLDGS INC COM $1,4600.00%46 00.0% — 不变
GRFS GRIFOLS S A SPONSORED ADR REPSTG 1/2 CL B NON VTG NEW ISIN#US3984384087 $1,4730.00%208 7860.0% $552 加仓
MSTR STRATEGY INC CL A NEW $1,4780.00%17 -27-61.4% -$2,347 减仓
AUR AURORA INNOVATION INC CL A $1,4800.00%217 00.0% — 不变
WULF TERAWULF INC COM $1,4820.00%60 00.0% — 不变
UHS UNIVERSAL HEALTH SVCS INC CL B $1,4870.00%10 -1-9.1% -$149 减仓
AWR AMERICAN STS WTR CO COM $1,4870.00%18 18— $1,487 新建仓
AHR AMERICAN HEALTHCARE REIT INC COM $1,5120.00%29 -36-55.4% -$1,877 减仓
VIOO VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS $1,5130.00%11 00.0% — 不变
NJR NEW JERSEY RES CORP COM $1,5130.00%27 22440.0% $1,233 加仓
LQDA LIQUIDIA CORPORATION COM $1,5150.00%19 00.0% — 不变
LNTH LANTHEUS HLDGS INC COM $1,5530.00%14 00.0% — 不变
CVLT COMMVAULT SYS INC COM $1,5590.00%11 -601-98.2% -$8.52万 重新持有
ZG ZILLOW GROUP INC CL A $1,5690.00%50 00.0% — 不变
ALCO ALICO INC COM $1,5720.00%38 00.0% — 不变
KNTK KINETIK HLDGS INC CL A NEW $1,5950.00%33 00.0% — 不变
KYMR KYMERA THERAPEUTICS INC COM $1,6050.00%14 00.0% — 不变
LKFT LAKEFRONT BIOTHERAPEUTICS SPONS ADR ISIN#US36315X1019 $1,6190.00%54 -7-11.5% -$210 减仓
SCHV SCHWAB STRATEGIC TR US LARGE-CAP VALUE ETF $1,6360.00%47 00.0% — 不变
FRSH FRESHWORKS INC CL A $1,6390.00%162 108200.0% $1,093 重新持有
ONB OLD NATL BANCORP IND COM $1,6580.00%64 00.0% — 不变
RRX REGAL REXNORD CORP COM $1,6670.00%7 00.0% — 不变
XYLD GLOBAL X FDS S&P 500 COVERED CALL ETF $1,6720.00%41 00.0% — 不变
TTMI TTM TECHNOLOGIES INC COM $1,6830.00%9 7350.0% $1,309 加仓
RBRK RUBRIK INC CL A $1,6860.00%21 16320.0% $1,285 加仓
AR ANTERO RES CORP COM $1,6870.00%48 37336.4% $1,300 加仓
DOCU DOCUSIGN INC COM $1,6880.00%38 27245.5% $1,199 加仓
VKTX VIKING THERAPEUTICS INC COM $1,7160.00%44 00.0% — 不变
PYLD PIMCO ETF TR MULTISECTOR BD ACTIVE EXCHANGE-TRADED FD $1,7240.00%65 -10-13.3% -$265 减仓