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 |
|---|---|---|---|---|---|---|---|---|
| SIGI | SELECTIVE INS GROUP INC | $151 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $149 | 0.00% | 2 | -3 | -60.0% | -$224 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $149 | 0.00% | 1 | 1 | — | $149 | 新建仓 |
| FLS | FLOWSERVE CORP | $147 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $146 | 0.00% | 4 | -5 | -55.6% | -$182 | 重新持有 |
| YETI | YETI HLDGS INC | $146 | 0.00% | 4 | 4 | — | $146 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $143 | 0.00% | 3 | 3 | — | $143 | 新建仓 |
| NEWT | NEWTEKONE INC | $142 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RH | RH | $140 | 0.00% | 1 | -6 | -85.7% | -$840 | 重新持有 |
| VYX | NCR VOYIX CORPORATION | $139 | 0.00% | 22 | 22 | — | $139 | 新建仓 |
| AKR | ACADIA RLTY TR | $134 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $133 | 0.00% | 3 | 3 | — | $133 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $131 | 0.00% | 3 | -12 | -80.0% | -$524 | 减仓 |
| KWR | QUAKER HOUGHTON | $124 | 0.00% | 1 | -9 | -90.0% | -$1,116 | 减仓 |
| NOVT | NOVANTA INC | $118 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $117 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOV | HOVNANIAN ENTERPRISES INC | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $108 | 0.00% | 28 | 28 | — | $108 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $105 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $102 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $93 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAP LTD | $81 | 0.00% | 18 | 18 | — | $81 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $79 | 0.00% | 1 | -1 | -50.0% | -$79 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $78 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $75 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $72 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $71 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $71 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $70 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $61 | 0.00% | 0 | 0 | — | -$55 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $55 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $50 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $35 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ATHM | AUTOHOME INC | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RA | BROOKFIELD REAL ASSETS INCOM | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $8 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $4 | 0.00% | 1 | 1 | — | $4 | 新建仓 |
| PLUG | PLUG POWER INC | $2 | 0.00% | 1 | 1 | — | $2 | 新建仓 |
| — | 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 |