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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079 | $0 | 0.00% | 0 | -51,880 | -100.0% | -$216.34万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 | $0 | 0.00% | 0 | -9,804 | -100.0% | -$180.25万 | 清仓 |
| PHO | INVESCO EXCHANGE-TRADED FD TR WATER RES ETF | $0 | 0.00% | 0 | -9,449 | -100.0% | -$66.53万 | 清仓 |
| TBBK | BANCORP INC DEL COM | $0 | 0.00% | 0 | -3,441 | -100.0% | -$23.23万 | 清仓 |
| — | INDIVIOR PLC REGISTERED SHS ISIN#GB00BN4HT335 | $0 | 0.00% | 0 | -5,725 | -100.0% | -$20.54万 | 清仓 |
| — | REV GROUP INC COM | $0 | 0.00% | 0 | -3,290 | -100.0% | -$20.01万 | 清仓 |
| — | CADENCE BK COM | $0 | 0.00% | 0 | -4,547 | -100.0% | -$19.48万 | 清仓 |
| AOR | ISHARES TR CORE 60 40 BALANCED ALLOCATION ETF | $0 | 0.00% | 0 | -2,503 | -100.0% | -$16.27万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR STATE STREET BLACKSTONE SR LN ETF | $0 | 0.00% | 0 | -3,406 | -100.0% | -$14.06万 | 清仓 |
| BZ | KANZHUN LTD SPONSORED ADS ISIN#US48553T1060 | $0 | 0.00% | 0 | -4,998 | -100.0% | -$10.19万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF | $0 | 0.00% | 0 | -1,064 | -100.0% | -$9.84万 | 清仓 |
| CVLT | COMMVAULT SYS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN DOW 30 DYNAMIC OVERWRITE FD SHS | $0 | 0.00% | 0 | -3,540 | -100.0% | -$5.40万 | 清仓 |
| ACM | AECOM COM | $0 | 0.00% | 0 | -555 | -100.0% | -$5.29万 | 清仓 |
| ZD | ZIFF DAVIS INC COM | $0 | 0.00% | 0 | -1,484 | -100.0% | -$5.22万 | 清仓 |
| TNC | TENNANT CO COM | $0 | 0.00% | 0 | -527 | -100.0% | -$3.88万 | 清仓 |
| TCOM | TRIP COM GROUP LTD ADS ISIN#US89677Q1076 | $0 | 0.00% | 0 | -433 | -100.0% | -$3.11万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $0 | 0.00% | 0 | -1,324 | -100.0% | -$2.63万 | 清仓 |
| HIW | HIGHWOODS PPTYS INC COM | $0 | 0.00% | 0 | -1,015 | -100.0% | -$2.62万 | 清仓 |
| FUTU | FUTU HLDGS LTD SPONSORED ADR ISIN#US36118L1061 | $0 | 0.00% | 0 | -152 | -100.0% | -$2.50万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -240 | -100.0% | -$2.09万 | 清仓 |
| LPX | LOUISIANA-PAC CORP COM | $0 | 0.00% | 0 | -198 | -100.0% | -$1.60万 | 清仓 |
| — | QIAGEN NV REGISTERED SHS ISIN#NL0015002CX3 | $0 | 0.00% | 0 | -339 | -100.0% | -$1.55万 | 清仓 |
| TIMB | TIM S A SPONSORED ADR ISIN#US88706T1088 | $0 | 0.00% | 0 | -631 | -100.0% | -$1.23万 | 清仓 |
| ACHR | ARCHER AVIATION INC CL A | $0 | 0.00% | 0 | -1,292 | -100.0% | -$9,716 | 清仓 |
| MGC | VANGUARD WORLD FD VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$4,772 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS ISIN#IL0011334468 | $0 | 0.00% | 0 | -9 | -100.0% | -$4,015 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARENT INC COM | $0 | 0.00% | 0 | -105 | -100.0% | -$3,997 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC COM | $0 | 0.00% | 0 | -117 | -100.0% | -$3,339 | 清仓 |
| CLS | CELESTICA INC REGISTERED SHS ISIN#CA15101Q2071 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$2,075 | 清仓 |
| BBNX | BETA BIONICS INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$2,011 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -16 | -100.0% | -$1,625 | 清仓 |
| — | PINNACLE FIN PARTNERS INC C/A EFF 01/02/26 1 NEW CU 72348N109 PINNACLE FIN PARTNERS INC FOR 1 OLD | $0 | 0.00% | 0 | -17 | -100.0% | -$1,622 | 清仓 |
| PAC | GROUP AEROPORTUARIO DEL PACIFIC SAB DE C V SPONSORED ADR RESPTG 10 SER B SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$1,582 | 清仓 |
| CCOI | COGENT COMMUNICATIONS HLDGS INC COM NEW | $0 | 0.00% | 0 | -70 | -100.0% | -$1,509 | 清仓 |
| JACK | JACK IN THE BOX INC COM | $0 | 0.00% | 0 | -72 | -100.0% | -$1,364 | 清仓 |
| EFC | ELLINGTON FINL INC COM | $0 | 0.00% | 0 | -93 | -100.0% | -$1,263 | 清仓 |
| — | WEBSTER FINL CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,259 | 清仓 |
| GNTX | GENTEX CORP COM | $0 | 0.00% | 0 | -54 | -100.0% | -$1,257 | 清仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $0 | 0.00% | 0 | -350 | -100.0% | -$1,092 | 清仓 |
| GTLB | GITLAB INC CL A COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BILL | BILL HLDGS INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$1,036 | 清仓 |
| ZLAB | ZAI LAB LTD ADR ISIN# US98887Q1040 | $0 | 0.00% | 0 | -56 | -100.0% | -$988 | 清仓 |
| RXST | RXSIGHT INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$959 | 清仓 |
| — | ARES MGMT CORP MANDATORY PFD CONV SER B 6.75 Percent QTLY CPN MTY 10/01/27 | $0 | 0.00% | 0 | -19 | -100.0% | -$958 | 清仓 |
| — | CONFLUENT INC CL A | $0 | 0.00% | 0 | -31 | -100.0% | -$937 | 清仓 |
| — | DOMO INC CL B | $0 | 0.00% | 0 | -108 | -100.0% | -$910 | 清仓 |
| — | APOLLO GLOBAL MGMT INC NEW SER A MNDTRY CONV PFD STK SER A 6.75 Percent QTLY CPN MTY 12/31/2049 | $0 | 0.00% | 0 | -12 | -100.0% | -$906 | 清仓 |
| — | EXPAND ENERGY CORP WT CL C EXP EXP 02/09/26 | $0 | 0.00% | 0 | -9 | -100.0% | -$897 | 清仓 |
| ROKU | ROKU INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPT | SPROUT SOCIAL INC COM CL A | $0 | 0.00% | 0 | -73 | -100.0% | -$823 | 清仓 |
| BOX | BOX INC CL A | $0 | 0.00% | 0 | -27 | -100.0% | -$808 | 清仓 |
| SG | SWEETGREEN INC CL A | $0 | 0.00% | 0 | -116 | -100.0% | -$784 | 清仓 |
| ELF | E L F BEAUTY INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$760 | 清仓 |
| BRZE | BRAZE INC CL A | $0 | 0.00% | 0 | -22 | -100.0% | -$754 | 清仓 |
| TLN | TALEN ENERGY CORP NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KFRC | KFORCE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABSI | ABSCI CORP COM | $0 | 0.00% | 0 | -208 | -100.0% | -$726 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$725 | 清仓 |
| CASK | MGP INGREDIENTS INC NEW COM | $0 | 0.00% | 0 | -29 | -100.0% | -$705 | 清仓 |
| ALT | ALTIMMUNE INC COM NEW | $0 | 0.00% | 0 | -193 | -100.0% | -$697 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$690 | 清仓 |
| INTA | INTAPP INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$687 | 清仓 |
| EOLS | EVOLUS INC COM | $0 | 0.00% | 0 | -101 | -100.0% | -$672 | 清仓 |
| SAIL | SAILPOINT INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$668 | 清仓 |
| FRSH | FRESHWORKS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPWK | UPWORK INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$654 | 清仓 |
| SHAK | SHAKE SHACK INC CL A | $0 | 0.00% | 0 | -8 | -100.0% | -$649 | 清仓 |
| ASAN | ASANA INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BL | BLACKLINE INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$608 | 清仓 |
| WK | WORKIVA INC COM CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$604 | 清仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $0 | 0.00% | 0 | -8 | -100.0% | -$589 | 清仓 |
| RNG | RINGCENTRAL INC CL A | $0 | 0.00% | 0 | -20 | -100.0% | -$578 | 清仓 |
| UI | UBIQUITI INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$553 | 清仓 |
| — | TEGNA INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$543 | 清仓 |
| PSN | PARSONS CORP DEL COM | $0 | 0.00% | 0 | -8 | -100.0% | -$494 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR US REIT ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIRSHIP AI HLDGS INC COM | $0 | 0.00% | 0 | -157 | -100.0% | -$454 | 清仓 |
| SIRI | SIRIUS XM HLDGS INC NEW COM | $0 | 0.00% | 0 | -20 | -100.0% | -$400 | 清仓 |
| FHB | FIRST HAWAIIAN INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$253 | 清仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $0 | 0.00% | 0 | -7 | -100.0% | -$234 | 清仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$220 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$216 | 清仓 |
| GPOR | GULFPORT ENERGY CORP COM NEW 2021 4A2 144A | $0 | 0.00% | 0 | -1 | -100.0% | -$208 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -19 | -100.0% | -$201 | 清仓 |
| — | BRT RLTY TR SH BEN INT NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$176 | 清仓 |
| — | PLYMOUTH INDL REIT INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$175 | 清仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $0 | 0.00% | 0 | -19 | -100.0% | -$170 | 清仓 |
| HHH | HOWARD HUGHES HLDGS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$160 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NEW COM | $0 | 0.00% | 0 | -4 | -100.0% | -$154 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$153 | 清仓 |
| FLO | FLOWERS FOODS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$152 | 清仓 |
| DK | DELEK US HLDGS INC NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GCMG | GCM GROSVENOR INC COM CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$147 | 清仓 |
| BCC | BOISE CASCADE CO COM | $0 | 0.00% | 0 | -2 | -100.0% | -$147 | 清仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$142 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$138 | 清仓 |
| DSGR | DISTRIBUTION SOLUTIONS GROUP INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$137 | 清仓 |