TD PRIVATE CLIENT WEALTH LLC
NEW YORK NY · SEC CIK 0001551017
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD INTL FD FTSE DEVELOPED MKTS ETF | $698.76万 | 0.13% | 98,071 | 4,008 | 4.3% | $28.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $690.12万 | 0.13% | 18,650 | -1,395 | -7.0% | -$51.62万 | 减仓 |
| MUB | ISHARES TR NATL MUN BD ETF FD | $686.23万 | 0.13% | 63,764 | -6,327 | -9.0% | -$68.09万 | 减仓 |
| LLY | LILLY ELI & CO COM | $677.25万 | 0.12% | 5,646 | -208 | -3.6% | -$24.95万 | 减仓 |
| V | VISA INC COM CL A | $677.00万 | 0.12% | 19,732 | 1,086 | 5.8% | $37.26万 | 加仓 |
| HD | HOME DEPOT INC COM | $666.49万 | 0.12% | 18,898 | -721 | -3.7% | -$25.43万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $658.05万 | 0.12% | 56,354 | 5,368 | 10.5% | $62.68万 | 加仓 |
| LIN | LINDE PLC NEW SHS ISIN#IE000S9YS762 | $657.99万 | 0.12% | 12,679 | 2,922 | 29.9% | $151.64万 | 加仓 |
| NLR | VANECK ETF TR URANIUM and NUCLEAR ENERGY ETF | $655.36万 | 0.12% | 56,506 | 11,762 | 26.3% | $136.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $654.03万 | 0.12% | 6,467 | -136 | -2.1% | -$13.75万 | 减仓 |
| ASML | ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100 | $646.77万 | 0.12% | 3,251 | 601 | 22.7% | $119.57万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $644.16万 | 0.12% | 50,890 | -345 | -0.7% | -$4.37万 | 减仓 |
| AMGN | AMGEN INC COM | $632.17万 | 0.12% | 17,457 | -576 | -3.2% | -$20.86万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC COM | $611.16万 | 0.11% | 67,013 | 4,811 | 7.7% | $43.88万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $609.90万 | 0.11% | 44,580 | 4,853 | 12.2% | $66.39万 | 加仓 |
| ENB | ENBRIDGE INC COM ISIN#CA29250N1050 | $602.85万 | 0.11% | 111,196 | 1,839 | 1.7% | $9.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $600.98万 | 0.11% | 31,544 | 1,622 | 5.4% | $30.90万 | 加仓 |
| GEV | GE VERNOVA INC COM | $598.00万 | 0.11% | 5,090 | -512 | -9.1% | -$60.15万 | 减仓 |
| MET | METLIFE INC COM | $594.89万 | 0.11% | 70,310 | -7,603 | -9.8% | -$64.33万 | 减仓 |
| RTX | RTX CORP COM | $584.04万 | 0.11% | 30,783 | -4,895 | -13.7% | -$92.87万 | 减仓 |
| CAT | CATERPILLAR INC COM | $582.89万 | 0.11% | 5,474 | 612 | 12.6% | $65.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $579.27万 | 0.11% | 9,972 | -1,691 | -14.5% | -$98.23万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM NEW | $574.26万 | 0.11% | 33,804 | 2,853 | 9.2% | $48.47万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR US LARGE-CAP ETF | $573.66万 | 0.11% | 194,923 | 1,332 | 0.7% | $3.92万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $567.18万 | 0.10% | 98,061 | 5,207 | 5.6% | $30.12万 | 加仓 |
| CWI | SPDR INDEX SHS FDS STATE STR SPDR MSCI ACWI EX-US ETF | $555.67万 | 0.10% | 136,630 | 21,541 | 18.7% | $87.61万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $555.62万 | 0.10% | 116,874 | 5,632 | 5.1% | $26.77万 | 加仓 |
| SNY | SANOFI SPONS ADR ISIN#US80105N1054 | $554.72万 | 0.10% | 130,032 | -217 | -0.2% | -$9,257 | 减仓 |
| C | CITIGROUP INC COM NEW | $544.22万 | 0.10% | 38,884 | 1,126 | 3.0% | $15.76万 | 加仓 |
| CME | CME GROUP INC COM | $542.23万 | 0.10% | 24,554 | -164 | -0.7% | -$3.62万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $541.78万 | 0.10% | 47,169 | -8,113 | -14.7% | -$93.19万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $534.69万 | 0.10% | 21,716 | -2,593 | -10.7% | -$63.84万 | 减仓 |
| WMT | WALMART INC COM | $534.06万 | 0.10% | 47,153 | -2,119 | -4.3% | -$24.00万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $533.40万 | 0.10% | 17,895 | 1,800 | 11.2% | $53.65万 | 加仓 |
| TTE | TOTALENERGIES SE SHS ISIN#FR0000120271 | $533.27万 | 0.10% | 68,569 | -16,104 | -19.0% | -$125.24万 | 减仓 |
| SMH | VANECK ETF TR SEMICONDUCTOR ETF | $532.52万 | 0.10% | 8,119 | -1,862 | -18.7% | -$122.13万 | 减仓 |
| PEP | PEPSICO INC COM | $527.49万 | 0.10% | 38,958 | -615 | -1.6% | -$8.33万 | 减仓 |
| PFE | PFIZER INC COM | $523.26万 | 0.10% | 217,302 | 11,206 | 5.4% | $26.98万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $521.49万 | 0.10% | 24,947 | -419 | -1.7% | -$8.76万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS | $513.96万 | 0.09% | 102,321 | 27,176 | 36.2% | $136.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $506.52万 | 0.09% | 10,103 | -297 | -2.9% | -$14.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $498.97万 | 0.09% | 34,027 | 2,214 | 7.0% | $32.47万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | $498.95万 | 0.09% | 66,306 | 29,086 | 78.1% | $218.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $496.15万 | 0.09% | 11,937 | 6,117 | 105.1% | $254.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF | $490.24万 | 0.09% | 86,798 | 21,632 | 33.2% | $122.18万 | 加仓 |
| CMI | CUMMINS INC COM | $483.34万 | 0.09% | 6,777 | -3,210 | -32.1% | -$228.94万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP ETF | $482.33万 | 0.09% | 130,818 | 29,477 | 29.1% | $108.68万 | 加仓 |
| — | EXXON MOBIL CORP COM C/A EFF 07/02/26 1 NEW CU 30233Q108 EXXON MOBIL CORP FOR 1 OLD | $480.88万 | 0.09% | 35,172 | -8,882 | -20.2% | -$121.44万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $479.81万 | 0.09% | 149,708 | 10,799 | 7.8% | $34.61万 | 加仓 |
| IMTM | ISHARES TR MSCI INTL MOMENTUM FACTOR ETF | $479.61万 | 0.09% | 89,932 | 61,064 | 211.5% | $325.65万 | 加仓 |
| NGG | NATIONAL GRID PLC SPON ADR NEW 2017 | $477.65万 | 0.09% | 57,639 | 3,293 | 6.1% | $27.29万 | 加仓 |
| ITOT | ISHARES TR CORE S&P TOTAL U S STK MKT ETF | $469.22万 | 0.09% | 28,564 | 2,203 | 8.4% | $36.19万 | 加仓 |
| BAC | BANK AMER CORP COM | $468.66万 | 0.09% | 82,250 | -63,598 | -43.6% | -$362.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | $464.72万 | 0.09% | 77,856 | -1,334 | -1.7% | -$7.96万 | 减仓 |
| T | AT&T INC COM | $463.27万 | 0.09% | 223,804 | -14,294 | -6.0% | -$29.59万 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $456.37万 | 0.08% | 25,883 | -6,055 | -19.0% | -$106.76万 | 减仓 |
| HAS | HASBRO INC COM | $449.61万 | 0.08% | 54,439 | -4,816 | -8.1% | -$39.78万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD | $442.04万 | 0.08% | 74,948 | 2,074 | 2.8% | $12.23万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $441.45万 | 0.08% | 30,838 | 1,053 | 3.5% | $15.07万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT | $436.70万 | 0.08% | 6,209 | 464 | 8.1% | $32.63万 | 加仓 |
| UNP | UNION PAC CORP COM | $427.37万 | 0.08% | 15,712 | -308 | -1.9% | -$8.38万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO COM | $418.40万 | 0.08% | 61,430 | 56,852 | 1,241.9% | $387.22万 | 加仓 |
| HYG | ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF | $418.23万 | 0.08% | 52,299 | 1,686 | 3.3% | $13.48万 | 加仓 |
| MGK | VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF | $417.20万 | 0.08% | 47,458 | -587 | -1.2% | -$5.16万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $412.52万 | 0.08% | 25,220 | 320 | 1.3% | $5.23万 | 加仓 |
| WSO | WATSCO INC COM | $409.15万 | 0.08% | 9,818 | -957 | -8.9% | -$39.88万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 | $406.75万 | 0.07% | 4,215 | 160 | 3.9% | $15.44万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF | $405.99万 | 0.07% | 48,476 | -2,621 | -5.1% | -$21.95万 | 减仓 |
| AMCR | AMCOR PLC COM NEW ISIN#JE00BV7DQ550 | $400.92万 | 0.07% | 92,484 | 1,560 | 1.7% | $6.76万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $397.95万 | 0.07% | 19,836 | 563 | 2.9% | $11.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW COM | $396.83万 | 0.07% | 43,007 | 15 | 0.0% | $1,384 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $392.25万 | 0.07% | 40,809 | -2,335 | -5.4% | -$22.44万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $388.02万 | 0.07% | 6,075 | -2,669 | -30.5% | -$170.47万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD | $384.87万 | 0.07% | 39,192 | 3,241 | 9.0% | $31.83万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $382.65万 | 0.07% | 53,028 | -9,405 | -15.1% | -$67.87万 | 减仓 |
| FMDE | FIDELITY COVINGTON TR ENHANCED MID CAP CORE ETF | $377.14万 | 0.07% | 92,938 | 58,396 | 169.1% | $236.97万 | 加仓 |
| TRP | TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076 | $376.47万 | 0.07% | 56,863 | 1,114 | 2.0% | $7.38万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $376.21万 | 0.07% | 41,035 | 2,946 | 7.7% | $27.01万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $374.95万 | 0.07% | 13,946 | -208 | -1.5% | -$5.59万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | $371.17万 | 0.07% | 32,083 | 14,942 | 87.2% | $172.86万 | 加仓 |
| UL | UNILEVER PLC SPONSORED ADR NEW 2025 ISIN#US9047678035 | $360.92万 | 0.07% | 60,034 | 470 | 0.8% | $2.83万 | 加仓 |
| CDNS | CADENCE DESIGN SYS INC COM | $360.01万 | 0.07% | 9,592 | -708 | -6.9% | -$26.57万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 | $353.94万 | 0.07% | 8,306 | -388 | -4.5% | -$16.53万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911 | $351.56万 | 0.06% | 7,657 | -276 | -3.5% | -$12.67万 | 减仓 |
| HON | HONEYWELL INTL INC COM NEW | $348.81万 | 0.06% | 15,579 | -13,200 | -45.9% | -$295.55万 | 减仓 |
| UNM | UNUM GROUP COM | $346.29万 | 0.06% | 38,735 | 38,463 | 14,140.8% | $343.86万 | 加仓 |
| DIS | DISNEY WALT CO DISNEY COM | $345.19万 | 0.06% | 35,864 | 773 | 2.2% | $7.44万 | 加仓 |
| MCD | MCDONALDS CORP COM | $344.21万 | 0.06% | 12,734 | -838 | -6.2% | -$22.65万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $341.72万 | 0.06% | 38,933 | -38,046 | -49.4% | -$333.93万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $341.35万 | 0.06% | 15,440 | 15,440 | — | $341.35万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $338.90万 | 0.06% | 15,133 | 11,345 | 299.5% | $254.07万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $338.03万 | 0.06% | 74,935 | -9,542 | -11.3% | -$43.04万 | 减仓 |
| RF | REGIONS FINL CORP NEW COM | $335.14万 | 0.06% | 110,972 | 95,537 | 619.0% | $288.52万 | 加仓 |
| LRCX | LAM RESH CORP COM NEW | $330.54万 | 0.06% | 7,628 | 332 | 4.6% | $14.39万 | 加仓 |
| NI | NISOURCE INC COM | $323.72万 | 0.06% | 68,079 | 61,778 | 980.4% | $293.75万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC CL A - COM | $316.61万 | 0.06% | 36,376 | -8,925 | -19.7% | -$77.68万 | 减仓 |
| GE | GENERAL ELEC CO COM NEW | $315.76万 | 0.06% | 8,449 | -9,391 | -52.6% | -$350.97万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $315.35万 | 0.06% | 9,323 | -392 | -4.0% | -$13.26万 | 减仓 |
| SHV | ISHARES TR 0-1 YR TREAS BD ETF | $311.97万 | 0.06% | 28,271 | -8,351 | -22.8% | -$92.15万 | 减仓 |
| HSY | HERSHEY CO COM | $311.83万 | 0.06% | 17,773 | 7,506 | 73.1% | $131.69万 | 加仓 |