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 |
|---|---|---|---|---|---|---|---|---|
| SJNK | SPDR SERIES TRUST | $673.00万 | 0.14% | 269,415 | 37,801 | 16.3% | $94.43万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $670.87万 | 0.14% | 51,235 | -354 | -0.7% | -$4.64万 | 减仓 |
| BIL | SPDR SERIES TRUST | $661.18万 | 0.14% | 72,150 | 30,675 | 74.0% | $281.10万 | 加仓 |
| ADI | ANALOG DEVICES INC | $655.69万 | 0.14% | 20,610 | -1,026 | -4.7% | -$32.64万 | 减仓 |
| — | HONEYWELL INTL INC | $650.48万 | 0.13% | 28,779 | 250 | 0.9% | $5.65万 | 加仓 |
| HD | HOME DEPOT INC | $645.25万 | 0.13% | 19,619 | 5,031 | 34.5% | $165.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $643.06万 | 0.13% | 20,045 | 263 | 1.3% | $8.44万 | 加仓 |
| AMGN | AMGEN INC | $634.51万 | 0.13% | 18,033 | -4,826 | -21.1% | -$169.81万 | 减仓 |
| SNY | SANOFI SA | $627.54万 | 0.13% | 130,249 | 29,240 | 28.9% | $140.88万 | 加仓 |
| ETR | ENTERGY CORP NEW | $621.15万 | 0.13% | 55,282 | -3,354 | -5.7% | -$37.69万 | 减仓 |
| PEP | PEPSICO INC | $614.53万 | 0.13% | 39,573 | 5,102 | 14.8% | $79.23万 | 加仓 |
| WMT | WALMART INC | $612.35万 | 0.13% | 49,272 | -11,713 | -19.2% | -$145.57万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $602.76万 | 0.13% | 94,063 | 10,603 | 12.7% | $67.94万 | 加仓 |
| TSLA | TESLA INC | $600.47万 | 0.12% | 16,152 | 722 | 4.7% | $26.84万 | 加仓 |
| NLR | VANECK ETF TRUST | $595.95万 | 0.12% | 44,744 | 44,744 | — | $595.95万 | 新建仓 |
| ENB | ENBRIDGE INC | $590.98万 | 0.12% | 109,357 | -6,950 | -6.0% | -$37.56万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $590.26万 | 0.12% | 50,986 | 19,850 | 63.8% | $229.80万 | 加仓 |
| PFE | PFIZER INC | $578.72万 | 0.12% | 206,096 | 21,821 | 11.8% | $61.27万 | 加仓 |
| V | VISA INC | $563.57万 | 0.12% | 18,646 | 1,288 | 7.4% | $38.93万 | 加仓 |
| FE | FIRSTENERGY CORP | $563.55万 | 0.12% | 111,242 | 19,792 | 21.6% | $100.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $558.59万 | 0.12% | 6,603 | 144 | 2.2% | $12.18万 | 加仓 |
| HAS | HASBRO INC | $554.63万 | 0.12% | 59,255 | -2,640 | -4.3% | -$24.71万 | 减仓 |
| MET | METLIFE INC | $551.00万 | 0.11% | 77,913 | 4,747 | 6.5% | $33.57万 | 加仓 |
| LLY | ELI LILLY & CO | $538.47万 | 0.11% | 5,854 | 287 | 5.2% | $26.40万 | 加仓 |
| CMI | CUMMINS INC | $537.32万 | 0.11% | 9,987 | -3,528 | -26.1% | -$189.81万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $535.21万 | 0.11% | 92,854 | 44,773 | 93.1% | $258.07万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $520.74万 | 0.11% | 39,727 | -19,122 | -32.5% | -$250.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $519.26万 | 0.11% | 15,370 | -2,381 | -13.4% | -$80.44万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $511.19万 | 0.11% | 10,400 | 870 | 9.1% | $42.76万 | 加仓 |
| GE | GE AEROSPACE | $506.25万 | 0.10% | 17,840 | -127 | -0.7% | -$3.60万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $505.85万 | 0.10% | 24,309 | -606 | -2.4% | -$12.61万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $496.37万 | 0.10% | 193,591 | 6,834 | 3.7% | $17.52万 | 加仓 |
| GEV | GE VERNOVA INC | $489.00万 | 0.10% | 5,602 | 28 | 0.5% | $2.44万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $487.13万 | 0.10% | 128,192 | 38,436 | 42.8% | $146.06万 | 加仓 |
| LIN | LINDE PLC | $483.74万 | 0.10% | 9,757 | 962 | 10.9% | $47.69万 | 加仓 |
| NGG | NATIONAL GRID PLC | $459.77万 | 0.10% | 54,346 | -22,086 | -28.9% | -$186.85万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $459.51万 | 0.10% | 31,813 | 5,785 | 22.2% | $83.56万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $449.08万 | 0.09% | 62,433 | -4,809 | -7.2% | -$34.59万 | 减仓 |
| AMAT | APPLIED MATLS INC | $441.25万 | 0.09% | 12,910 | -3,200 | -19.9% | -$109.37万 | 减仓 |
| TFC | TRUIST FINL CORP | $434.27万 | 0.09% | 94,469 | 530 | 0.6% | $2.44万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $433.97万 | 0.09% | 72,874 | 1,989 | 2.8% | $11.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $433.22万 | 0.09% | 17,873 | 913 | 5.4% | $22.13万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $429.72万 | 0.09% | 24,900 | 21,353 | 602.0% | $368.51万 | 加仓 |
| C | CITIGROUP INC | $428.21万 | 0.09% | 37,758 | -3,308 | -8.1% | -$37.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $428.02万 | 0.09% | 79,190 | -6,643 | -7.7% | -$35.91万 | 减仓 |
| MCD | MCDONALDS CORP | $421.80万 | 0.09% | 13,572 | -398 | -2.8% | -$12.37万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $421.11万 | 0.09% | 115,089 | 12,371 | 12.0% | $45.27万 | 加仓 |
| MS | MORGAN STANLEY | $417.45万 | 0.09% | 25,366 | -176 | -0.7% | -$2.90万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $405.25万 | 0.08% | 25,766 | 1,587 | 6.6% | $24.96万 | 加仓 |
| SHV | ISHARES TR | $404.27万 | 0.08% | 36,622 | -2,408 | -6.2% | -$26.58万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $404.04万 | 0.08% | 42,992 | 4,720 | 12.3% | $44.36万 | 加仓 |
| APH | AMPHENOL CORP NEW | $403.54万 | 0.08% | 31,938 | -24,374 | -43.3% | -$307.97万 | 减仓 |
| HYG | ISHARES TR | $402.68万 | 0.08% | 50,613 | -3,706 | -6.8% | -$29.48万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $401.89万 | 0.08% | 62,202 | -211 | -0.3% | -$1.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $397.66万 | 0.08% | 29,922 | -1,529 | -4.9% | -$20.32万 | 减仓 |
| KO | COCA COLA CO | $392.41万 | 0.08% | 51,598 | -919 | -1.7% | -$6.99万 | 减仓 |
| WSO | WATSCO INC | $391.98万 | 0.08% | 10,775 | 7,083 | 191.8% | $257.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $390.24万 | 0.08% | 29,785 | -4,370 | -12.8% | -$57.26万 | 减仓 |
| UNP | UNION PAC CORP | $388.68万 | 0.08% | 16,020 | 35 | 0.2% | $8,492 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $384.68万 | 0.08% | 7,933 | 145 | 1.9% | $7.03万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $383.74万 | 0.08% | 51,097 | 6,355 | 14.2% | $47.73万 | 加仓 |
| SMH | VANECK ETF TRUST | $382.67万 | 0.08% | 9,981 | 2,462 | 32.7% | $94.39万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $381.03万 | 0.08% | 138,909 | 2,982 | 2.2% | $8.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $380.02万 | 0.08% | 30,951 | 6 | 0.0% | $737 | 加仓 |
| NFLX | NETFLIX INC | $379.81万 | 0.08% | 39,502 | 4,666 | 13.4% | $44.86万 | 加仓 |
| ABT | ABBOTT LABS | $377.43万 | 0.08% | 36,761 | -292 | -0.8% | -$3.00万 | 减仓 |
| ITOT | ISHARES TR | $375.46万 | 0.08% | 26,361 | 3,267 | 14.1% | $46.53万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $375.35万 | 0.08% | 75,145 | 8,640 | 13.0% | $43.16万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $369.36万 | 0.08% | 65,166 | 37,984 | 139.7% | $215.29万 | 加仓 |
| AMCR | AMCOR PLC COM NEW ISIN#JE00BV7DQ550 | $361.42万 | 0.07% | 90,924 | 90,924 | — | $361.42万 | 新建仓 |
| TTC | TORO CO | $357.65万 | 0.07% | 38,276 | -5,655 | -12.9% | -$52.84万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $355.24万 | 0.07% | 123,734 | 9,306 | 8.1% | $26.72万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $354.33万 | 0.07% | 5,745 | -638 | -10.0% | -$39.35万 | 减仓 |
| MGK | VANGUARD WORLD FD | $353.07万 | 0.07% | 9,609 | 808 | 9.2% | $29.69万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $351.60万 | 0.07% | 19,273 | 2,200 | 12.9% | $40.13万 | 加仓 |
| ASML | ASML HOLDING N V | $350.02万 | 0.07% | 2,650 | 1,173 | 79.4% | $154.93万 | 加仓 |
| TRP | TC ENERGY CORP | $348.02万 | 0.07% | 55,749 | -434 | -0.8% | -$2.71万 | 减仓 |
| SNA | SNAP ON INC | $347.53万 | 0.07% | 9,568 | -569 | -5.6% | -$20.67万 | 减仓 |
| CAT | CATERPILLAR INC | $344.43万 | 0.07% | 4,862 | -245 | -4.8% | -$17.36万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $342.69万 | 0.07% | 149,126 | -8,833 | -5.6% | -$20.30万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $341.93万 | 0.07% | 12,050 | 833 | 7.4% | $23.64万 | 加仓 |
| UL | UNILEVER PLC | $339.34万 | 0.07% | 59,564 | 23,987 | 67.4% | $136.65万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $338.80万 | 0.07% | 35,951 | 10,562 | 41.6% | $99.54万 | 加仓 |
| DIS | DISNEY WALT CO | $338.21万 | 0.07% | 35,091 | 6,292 | 21.8% | $60.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $330.66万 | 0.07% | 5,471 | -536 | -8.9% | -$32.40万 | 减仓 |
| BLK | BLACKROCK INC | $329.01万 | 0.07% | 3,421 | -379 | -10.0% | -$36.45万 | 减仓 |
| NTR | NUTRIEN LTD | $328.46万 | 0.07% | 43,646 | -1,024 | -2.3% | -$7.71万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $326.19万 | 0.07% | 14,154 | -3,421 | -19.5% | -$78.84万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $324.63万 | 0.07% | 38,089 | 5,586 | 17.2% | $47.61万 | 加仓 |
| VICI | VICI PPTYS INC | $324.49万 | 0.07% | 118,772 | 18,626 | 18.6% | $50.89万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $313.75万 | 0.07% | 101,341 | 83,324 | 462.5% | $257.97万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $313.67万 | 0.07% | 93,520 | 27,541 | 41.7% | $92.37万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $312.62万 | 0.06% | 43,144 | 10,835 | 33.5% | $78.51万 | 加仓 |
| TXN | TEXAS INSTRS INC | $312.47万 | 0.06% | 16,095 | 327 | 2.1% | $6.35万 | 加仓 |
| ETN | EATON CORP PLC | $310.96万 | 0.06% | 8,694 | 2,624 | 43.2% | $93.85万 | 加仓 |
| KLAC | KLA CORP | $310.24万 | 0.06% | 2,107 | -38 | -1.8% | -$5.60万 | 减仓 |
| MBB | ISHARES TR | $306.65万 | 0.06% | 32,296 | 1,553 | 5.1% | $14.75万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $303.83万 | 0.06% | 45,301 | -1,844 | -3.9% | -$12.37万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $297.99万 | 0.06% | 8,634 | -578 | -6.3% | -$19.95万 | 减仓 |
| ADSK | AUTODESK INC | $296.07万 | 0.06% | 12,367 | -3,939 | -24.2% | -$94.30万 | 减仓 |