13F 机构持仓

TD PRIVATE CLIENT WEALTH LLC

NEW YORK NY · SEC CIK 0001551017

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.3%
IEFA 6.4%
VMBS 5.2%
SPY 4.1%
GOVT 3.9%
DGRO 2.7%
IGIB 2.6%
VGSH 2.5%
VXF 2.5%
VOOG 2.3%

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
KB KB FINL GROUP INC $2.77万0.00%278 -4-1.4% -$399 减仓
BWX SPDR SERIES TRUST $2.82万0.00%1,285 816.7% $1,778 重新持有
DPZ DOMINOS PIZZA INC $2.83万0.00%79 -232-74.6% -$8.32万 减仓
LUV SOUTHWEST AIRLS CO $2.90万0.00%772 253.3% $939 加仓
ULTA ULTA BEAUTY INC $2.93万0.00%56 -21-27.3% -$1.10万 减仓
XPO XPO INC $2.94万0.00%151 134788.2% $2.61万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $2.94万0.00%62 -16-20.5% -$7,593 减仓
VAW VANGUARD WORLD FD $2.95万0.00%131 -21-13.8% -$4,732 减仓
PR PERMIAN RESOURCES CORP $2.96万0.00%1,388 00.0% — 不变
BG BUNGE GLOBAL SA $2.99万0.00%235 83.5% $1,018 加仓
TROW PRICE T ROWE GROUP INC $3.02万0.00%335 7830.4% $7,031 加仓
HEI HEICO CORP NEW $3.10万0.00%113 -4-3.4% -$1,097 减仓
ICLN ISHARES TR $3.14万0.00%1,719 -243-12.4% -$4,445 减仓
LKFN LAKELAND FINL CORP $3.20万0.00%557 14936.5% $8,550 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $3.24万0.00%697 -273-28.1% -$1.27万 减仓
EXPD EXPEDITORS INTL WASH INC $3.28万0.00%229 -63-21.6% -$9,024 减仓
VTRS VIATRIS INC $3.28万0.00%2,430 130.5% $176 加仓
MAA MID-AMER APT CMNTYS INC $3.30万0.00%270 -11-3.9% -$1,343 减仓
PRGS PROGRESS SOFTWARE CORP $3.31万0.00%1,291 00.0% — 不变
EXPE EXPEDIA GROUP INC $3.32万0.00%144 21.4% $462 加仓
— TRUMP MEDIA & TECHNOLOGY GRO $3.33万0.00%6,735 00.0% — 不变
FLJP FRANKLIN TEMPLETON ETF TR $3.34万0.00%924 647.4% $2,315 加仓
— HOLOGIC INC $3.36万0.00%444 -521-54.0% -$3.94万 减仓
SOFI SOFI TECHNOLOGIES INC $3.37万0.00%2,120 21811.5% $3,462 加仓
NVT NVENT ELECTRIC PLC $3.37万0.00%285 242562.8% $2.86万 加仓
EUFN ISHARES TR $3.40万0.00%977 00.0% — 不变
AVNT AVIENT CORPORATION $3.42万0.00%942 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $3.45万0.00%1,630 1268.4% $2,665 加仓
MANH MANHATTAN ASSOCIATES INC $3.47万0.00%261 229.2% $2,929 加仓
FSLR FIRST SOLAR INC $3.49万0.00%177 1710.6% $3,353 加仓
HUBG HUB GROUP INC $3.50万0.00%971 -1,139-54.0% -$4.10万 减仓
DLTR DOLLAR TREE INC $3.51万0.00%320 92.9% $987 加仓
AWK AMERICAN WTR WKS CO INC NEW $3.54万0.00%260 4018.2% $5,444 加仓
DFIN DONNELLEY FINL SOLUTIONS INC $3.55万0.00%753 457154.4% $2.15万 加仓
HWKN HAWKINS INC $3.58万0.00%233 -261-52.8% -$4.01万 减仓
NOK NOKIA CORP $3.58万0.00%4,458 1,29140.8% $1.04万 加仓
BBT BEACON FINANCIAL CORP. $3.64万0.00%1,212 00.0% — 不变
SFM SPROUTS FMRS MKT INC $3.64万0.00%472 16252.3% $1.25万 加仓
NBTB NBT BANCORP INC $3.69万0.00%867 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDG L $3.71万0.00%1,985 683.5% $1,272 加仓
AER AERCAP HOLDINGS NV $3.72万0.00%271 -125-31.6% -$1.71万 减仓
FTI TECHNIPFMC PLC $3.73万0.00%540 -99-15.5% -$6,844 减仓
BBCA J P MORGAN EXCHANGE TRADED F $3.82万0.00%406 5114.4% $4,797 加仓
MD PEDIATRIX MEDICAL GROUP INC $3.92万0.00%1,833 00.0% — 不变
LZB LA Z BOY INC $3.92万0.00%1,220 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROU $3.92万0.00%294 -29-9.0% -$3,870 减仓
TV GRUPO TELEVISA S A B $3.93万0.00%13,493 -618-4.4% -$1,798 减仓
LYB LYONDELLBASELL INDUSTRIES N $3.94万0.00%489 -9,777-95.2% -$78.76万 减仓
CVNA CARVANA CO $3.96万0.00%126 97334.5% $3.05万 加仓
EL LAUDER ESTEE COS INC $3.96万0.00%552 203.8% $1,435 加仓
PODD INSULET CORP $3.99万0.00%190 -11-5.5% -$2,308 减仓
ITGR INTEGER HLDGS CORP $4.00万0.00%455 00.0% — 不变
ATO ATMOS ENERGY CORP $4.01万0.00%217 5433.1% $9,975 加仓
CSGP COSTAR GROUP INC $4.02万0.00%996 -1,246-55.6% -$5.03万 减仓
BBW BUILD-A-BEAR WORKSHOP INC $4.06万0.00%1,084 00.0% — 不变
CCJ CAMECO CORP $4.08万0.00%376 -186-33.1% -$2.02万 减仓
MAT MATTEL INC $4.09万0.00%2,812 -2,315-45.2% -$3.36万 减仓
DHT DHT HOLDINGS INC $4.12万0.00%2,253 2,0991,363.0% $3.83万 加仓
LNT ALLIANT ENERGY CORP $4.15万0.00%579 162.8% $1,148 加仓
AES AES CORP $4.16万0.00%2,952 -334-10.2% -$4,706 减仓
BLKB BLACKBAUD INC $4.22万0.00%1,092 47677.3% $1.84万 加仓
BANF BANCFIRST CORP $4.35万0.00%401 00.0% — 不变
BRBR BELLRING BRANDS INC $4.36万0.00%2,707 1,02861.2% $1.65万 加仓
VCTR VICTORY CAP HLDGS INC $4.37万0.00%667 00.0% — 不变
FFIV F5 INC $4.37万0.00%151 64.1% $1,736 加仓
SMPL SIMPLY GOOD FOODS CO $4.40万0.00%3,068 00.0% — 不变
BXP BXP INC $4.47万0.00%862 9111.8% $4,723 加仓
GBCI GLACIER BANCORP INC NEW $4.50万0.00%1,007 1,007— $4.50万 新建仓
MCRI MONARCH CASINO & RESORT INC $4.58万0.00%479 -115-19.4% -$1.10万 减仓
AMPH AMPHASTAR PHARMACEUTICALS IN $4.66万0.00%2,379 -39-1.6% -$764 减仓
FICO FAIR ISAAC CORP $4.70万0.00%44 -77-63.6% -$8.22万 减仓
L LOEWS CORP $4.73万0.00%443 122.8% $1,281 加仓
ACGL ARCH CAP GROUP LTD $4.73万0.00%493 -551-52.8% -$5.29万 减仓
ENTG ENTEGRIS INC $4.74万0.00%404 -748-64.9% -$8.77万 减仓
FN FABRINET $4.75万0.00%91 -17-15.7% -$8,866 减仓
PCOR PROCORE TECHNOLOGIES INC $4.75万0.00%834 -231-21.7% -$1.32万 减仓
OKTA OKTA INC $4.79万0.00%609 -479-44.0% -$3.77万 减仓
COIN COINBASE GLOBAL INC $4.80万0.00%275 13697.8% $2.37万 加仓
TXRH TEXAS ROADHOUSE INC $4.81万0.00%291 259.4% $4,129 加仓
SMFG SUMITOMO MITSUI FINL GROUP I $4.83万0.00%2,445 1,950393.9% $3.85万 加仓
MUFG MITSUBISHI UFJ FINL GROUP IN $4.85万0.00%2,859 1,601127.3% $2.72万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $4.88万0.00%168 -2,855-94.4% -$83.00万 减仓
MGM MGM RESORTS INTERNATIONAL $4.89万0.00%1,320 897.2% $3,294 加仓
HST HOST HOTELS & RESORTS INC $4.90万0.00%2,557 24310.5% $4,656 加仓
CRTO CRITEO S A $4.92万0.00%2,742 38116.1% $6,831 加仓
RDDT REDDIT INC $4.97万0.00%369 16177.4% $2.17万 加仓
TW TRADEWEB MKTS INC $5.01万0.00%426 11838.3% $1.39万 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $5.06万0.00%3,151 3,151— $5.06万 新建仓
AN AUTONATION INC $5.08万0.00%260 -1,480-85.1% -$28.90万 减仓
SPTI SPDR SERIES TRUST $5.12万0.00%1,785 1,785— $5.12万 新建仓
WDAY WORKDAY INC $5.13万0.00%395 -1,719-81.3% -$22.33万 减仓
WAFD WAFD INC $5.17万0.00%1,647 -177-9.7% -$5,558 减仓
TOST TOAST INC $5.18万0.00%1,953 -147-7.0% -$3,897 减仓
CAVA CAVA GROUP INC $5.19万0.00%642 427.0% $3,398 加仓
— TEVA PHARMACEUTICAL INDS LTD $5.23万0.00%1,736 1,6903,673.9% $5.09万 加仓
RMD RESMED INC $5.25万0.00%234 -7-2.9% -$1,571 减仓
VRSN VERISIGN INC $5.27万0.00%212 21.0% $497 加仓
KVUE KENVUE INC $5.27万0.00%3,059 -26,700-89.7% -$46.03万 减仓
CHD CHURCH & DWIGHT CO INC $5.28万0.00%566 8317.2% $7,746 加仓
JPST J P MORGAN EXCHANGE TRADED F $5.30万0.00%1,047 30440.9% $1.54万 加仓