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
VTRS VIATRIS INC COM $4.74万0.00%2,988 55823.0% $8,861 加仓
HDUS LATTICE STRATEGIES TR HARTFORD DISCIPLINED US EQUITY ETF $4.74万0.00%666 28173.0% $2.00万 加仓
LKFN LAKELAND FINL CORP COM $4.72万0.00%765 20837.3% $1.28万 加仓
SMFG SUMITOMO MITSUI FINL GROUP INC SPONS ADR ISIN#US86562M2098 $4.72万0.00%2,001 -444-18.2% -$1.05万 减仓
TXRH TEXAS ROADHOUSE INC COM $4.71万0.00%244 -47-16.2% -$9,082 减仓
CRTO CRITEO SA SPONS ADR ISIN#US2267181046 $4.71万0.00%2,575 -167-6.1% -$3,053 减仓
WAFD WAFD INC COM $4.68万0.00%1,219 -428-26.0% -$1.64万 减仓
LNT ALLIANT ENERGY CORP COM $4.66万0.00%611 325.5% $2,441 加仓
EL LAUDER ESTEE COS INC CL A $4.65万0.00%589 376.7% $2,921 加仓
BLBD BLUE BIRD CORP COM $4.64万0.00%588 5692,994.7% $4.49万 加仓
GBCI GLACIER BANCORP INC NEW COM $4.64万0.00%900 -107-10.6% -$5,519 减仓
DHT DHT HOLDINGS INC SHS NEW ISIN#MHY2065G1219 $4.63万0.00%2,798 54524.2% $9,009 加仓
CAVA CAVA GROUP INC COM $4.56万0.00%581 -61-9.5% -$4,787 减仓
AES AES CORP COM $4.48万0.00%3,055 1033.5% $1,510 加仓
VSH VISHAY INTERTECHNOLOGY INC COM $4.47万0.00%832 7911,929.3% $4.25万 加仓
BANF BANCFIRST CORP COM $4.46万0.00%401 00.0% — 不变
FUL FULLER H B CO COM $4.42万0.00%758 -217-22.3% -$1.26万 减仓
FHN FIRST HORIZON CORP COM $4.39万0.00%1,711 1,374407.7% $3.52万 加仓
SCHH SCHWAB STRATEGIC TR US REIT ETF $4.38万0.00%1,850 1,8288,309.1% $4.33万 重新持有
HEI HEICO CORP NEW COM $4.35万0.00%122 98.0% $3,206 加仓
PRGS PROGRESS SOFTWARE CORP COM $4.34万0.00%1,291 00.0% — 不变
CIEN CIENA CORP COM NEW $4.32万0.00%88 2335.4% $1.13万 加仓
TW TRADEWEB MKTS INC CL A $4.31万0.00%432 61.4% $598 加仓
NBTB NBT BANCORP INC COM $4.28万0.00%867 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC SPON ADR $4.25万0.00%4,439 2,07087.4% $1.98万 加仓
ITGR INTEGER HLDGS CORP COM $4.25万0.00%455 00.0% — 不变
RMD RESMED INC COM $4.25万0.00%218 -16-6.8% -$3,118 减仓
VLTO VERALTO CORP COM $4.23万0.00%477 -6,546-93.2% -$58.05万 减仓
VAW VANGUARD WORLD FDS VANGUARD MATLS ETF $4.16万0.00%182 5138.9% $1.17万 加仓
NTRA NATERA INC COM $4.15万0.00%153 120363.6% $3.26万 加仓
MANH MANHATTAN ASSOCS INC COM $4.11万0.00%295 3413.0% $4,735 加仓
SFM SPROUTS FMRS MKT INC COM $4.09万0.00%483 112.3% $930 加仓
GEN GEN DIGITAL INC COM $4.07万0.00%1,634 33926.2% $8,438 加仓
TOST TOAST INC CL A $4.04万0.00%1,453 -500-25.6% -$1.39万 减仓
DB DEUTSCHE BANK AG NAMEN AKT ISIN#DE0005140008 $4.04万0.00%1,196 664124.8% $2.24万 加仓
IDA IDACORP INC COM $4.01万0.00%265 2451,225.0% $3.71万 加仓
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR ISIN#US03524A1088 $4.00万0.00%486 21176.7% $1.74万 加仓
CR CRANE CO NEW COM $3.95万0.00%177 -158-47.2% -$3.52万 减仓
MAA MID-AMER APT CMNTYS INC COM $3.93万0.00%283 134.8% $1,806 加仓
ENTG ENTEGRIS INC COM $3.92万0.00%218 -186-46.0% -$3.35万 减仓
TSCO TRACTOR SUPPLY CO COM $3.92万0.00%1,240 -535-30.1% -$1.69万 减仓
TROW PRICE T ROWE GROUP INC COM $3.91万0.00%344 92.7% $1,023 加仓
LUV SOUTHWEST AIRLS CO COM $3.89万0.00%756 -16-2.1% -$823 减仓
JPST J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF $3.87万0.00%765 -282-26.9% -$1.43万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A $3.86万0.00%996 -4,706-82.5% -$18.23万 减仓
VIOV VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 VALUE INDEX FD ETF SHS $3.83万0.00%326 -2,313-87.6% -$27.14万 减仓
FSLR FIRST SOLAR INC COM $3.78万0.00%160 -17-9.6% -$4,011 减仓
EXPD EXPEDITORS INTL WASH INC COM $3.73万0.00%229 00.0% — 不变
ITT ITT INC COM $3.64万0.00%184 101121.7% $2.00万 加仓
SNDR SCHNEIDER NATL INC WIS CL B $3.57万0.00%978 889.9% $3,215 加仓
BRBR BELLRING BRANDS INC NEW COM $3.54万0.00%2,739 321.2% $414 加仓
CELH CELSIUS HLDGS INC COM NEW $3.53万0.00%1,204 -534-30.7% -$1.56万 减仓
AWK AMERICAN WTR WKS CO INC NEW COM $3.50万0.00%266 62.3% $789 加仓
AVNT AVIENT CORP COM $3.48万0.00%942 00.0% — 不变
RY ROYAL BK CDA MONTREAL QUE ISIN# CA7800871021 $3.48万0.00%168 -1,243-88.1% -$25.73万 减仓
TOL TOLL BROS INC COM $3.44万0.00%209 1961,507.7% $3.23万 加仓
DLTR DOLLAR TREE INC COM $3.43万0.00%283 -37-11.6% -$4,483 减仓
IEX IDEX CORP COM $3.40万0.00%150 3025.0% $6,809 加仓
WDAY WORKDAY INC CL A $3.40万0.00%278 -117-29.6% -$1.43万 减仓
BE BLOOM ENERGY CORP CL A $3.39万0.00%112 2630.2% $7,870 加仓
SOFI SOFI TECHNOLOGIES INC COM $3.35万0.00%1,869 -251-11.8% -$4,500 减仓
XPO XPO INC COM $3.33万0.00%162 117.3% $2,258 加仓
BBW BUILD-A-BEAR WORKSHOP INC COM $3.32万0.00%1,084 00.0% — 不变
HWKN HAWKINS INC COM $3.31万0.00%233 00.0% — 不变
ACGL ARCH CAPITAL GROUP LTD SHS ISIN#BMG0450A1053 $3.31万0.00%341 -152-30.8% -$1.48万 减仓
NBIX NEUROCRINE BIOSCIENCES INC COM $3.30万0.00%196 4328.1% $7,247 加仓
RVTY REVVITY INC COM $3.27万0.00%294 10858.1% $1.20万 加仓
TV GRUPO TELEVISA SA DE CV SPON ADR REPSTG ORD PARTN CTF ISIN#US40049J2069 $3.27万0.00%12,048 -1,445-10.7% -$3,916 减仓
BLKB BLACKBAUD INC COM $3.26万0.00%1,102 100.9% $296 加仓
CCJ CAMECO CORP COM ISIN#CA13321L1085 $3.24万0.00%318 -58-15.4% -$5,908 减仓
RBC RBC BEARINGS INC COM $3.22万0.00%50 32177.8% $2.06万 加仓
ICLN ISHARES TR GLOBAL CLEAN ENERGY ETF $3.22万0.00%1,570 -149-8.7% -$3,053 减仓
IHI ISHARES TR DOW JONES US MEDICAL DEVICES INDEX $3.20万0.00%647 19743.8% $9,734 加仓
AFRM AFFIRM HLDGS INC CL A $3.18万0.00%390 209115.5% $1.70万 加仓
RHP RYMAN HOSPITALITY PPTYS INC COM $3.16万0.00%246 200434.8% $2.57万 加仓
DFIN DONNELLEY FINL SOLUTIONS INC COM $3.16万0.00%753 00.0% — 不变
ARM ARM HLDGS PLC SPONS ADR NEW ISIN#US0420682058 $3.12万0.00%88 69363.2% $2.45万 加仓
AKAM AKAMAI TECHNOLOGIES INC COM $3.07万0.00%260 5325.6% $6,265 加仓
ALK ALASKA AIR GROUP INC COM $3.04万0.00%583 26683.9% $1.39万 加仓
PR PERMIAN RES CORP CL A $3.02万0.00%1,642 25418.3% $4,676 加仓
PODD INSULET CORP COM $3.01万0.00%198 84.2% $1,218 加仓
TYL TYLER TECHNOLOGIES INC COM $3.01万0.00%103 -86-45.5% -$2.52万 减仓
TPL TEXAS PAC LD CORP COM $2.98万0.00%68 69.7% $2,626 加仓
ITRN ITURAN LOCATION AND CONTROL LTD SHS ISIN#IL0010818685 $2.97万0.00%486 -28-5.4% -$1,708 减仓
TRGP TARGA RES CORP COM $2.95万0.00%110 1920.9% $5,095 加仓
ULTA ULTA BEAUTY INC COM $2.93万0.00%65 916.1% $4,059 加仓
GL GLOBE LIFE INC COM $2.91万0.00%163 00.0% — 不变
IT GARTNER INC COM $2.86万0.00%221 5835.6% $7,518 加仓
IBN ICICI BK LTD ADR ISIN#US45104G1040 $2.85万0.00%981 00.0% — 不变
ANF ABERCROMBIE & FITCH CO CL A $2.84万0.00%316 2971,563.2% $2.67万 加仓
GLPI GAMING & LEISURE PPTYS INC COM $2.71万0.00%609 498.8% $2,182 加仓
CHTR CHARTER COMMUNICATIONS INC NEW CL A $2.69万0.00%189 144320.0% $2.05万 加仓
SONO SONOS INC COM $2.69万0.00%1,986 1,9092,479.2% $2.58万 加仓
FICO FAIR ISAAC CORPORATION COM $2.63万0.00%22 -22-50.0% -$2.63万 减仓
ARGX ARGENX SE SPONS ADS ISIN# US04016X1019 $2.60万0.00%28 00.0% — 不变
SU SUNCOR ENERGY INC NEW COM ISIN#CA8672241079 $2.60万0.00%483 13840.0% $7,415 加仓
ZROZ PIMCO ETF TR 25 plus YR ZERO CPN US TREAS INDEX EXCHANGE-TRADED FD $2.58万0.00%402 16468.9% $1.05万 加仓
CRL CHARLES RIV LABORATORIES INTL INC COM $2.56万0.00%113 00.0% — 不变
ARMK ARAMARK COM $2.56万0.00%450 450— $2.56万 新建仓
PUK PRUDENTIAL PLC ADR ISIN#US74435K2042 $2.56万0.00%955 554138.2% $1.49万 加仓