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 |
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC | $296.03万 | 0.06% | 62,984 | -5,277 | -7.7% | -$24.80万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $293.86万 | 0.06% | 9,715 | -3,236 | -25.0% | -$97.88万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $293.64万 | 0.06% | 29,145 | 1,603 | 5.8% | $16.15万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $289.50万 | 0.06% | 31,362 | -2,735 | -8.0% | -$25.25万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $286.21万 | 0.06% | 10,300 | -682 | -6.2% | -$18.95万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $278.11万 | 0.06% | 37,220 | 9,665 | 35.1% | $72.22万 | 加仓 |
| INTU | INTUIT | $278.06万 | 0.06% | 6,431 | 1,287 | 25.0% | $55.65万 | 加仓 |
| TJX | TJX COS INC NEW | $275.23万 | 0.06% | 17,234 | 765 | 4.6% | $12.22万 | 加仓 |
| COP | CONOCOPHILLIPS | $274.83万 | 0.06% | 20,820 | -228 | -1.1% | -$3.01万 | 减仓 |
| FDX | FEDEX CORP | $273.97万 | 0.06% | 7,692 | 3,124 | 68.4% | $111.27万 | 加仓 |
| XEL | XCEL ENERGY INC | $271.84万 | 0.06% | 34,220 | -14,693 | -30.0% | -$116.72万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $271.71万 | 0.06% | 3,035 | -336 | -10.0% | -$30.08万 | 减仓 |
| SLV | ISHARES SILVER TR | $269.30万 | 0.06% | 39,522 | -11,024 | -21.8% | -$75.12万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $268.68万 | 0.06% | 2,696 | 251 | 10.3% | $25.01万 | 加仓 |
| PPL | PPL CORP | $266.02万 | 0.06% | 69,638 | -2,434 | -3.4% | -$9.30万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $263.16万 | 0.05% | 12,113 | -478 | -3.8% | -$10.38万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $257.43万 | 0.05% | 11,886 | -1,702 | -12.5% | -$36.86万 | 减仓 |
| PSX | PHILLIPS 66 | $253.50万 | 0.05% | 13,915 | 840 | 6.4% | $15.30万 | 加仓 |
| EFG | ISHARES TR | $246.46万 | 0.05% | 22,130 | -265 | -1.2% | -$2.95万 | 减仓 |
| KIM | KIMCO RLTY CORP | $244.82万 | 0.05% | 108,954 | 106,366 | 4,110.0% | $239.00万 | 加仓 |
| IWP | ISHARES TR | $241.35万 | 0.05% | 18,838 | -30,058 | -61.5% | -$385.11万 | 减仓 |
| ABNB | AIRBNB INC | $239.25万 | 0.05% | 18,946 | 13,346 | 238.3% | $168.53万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $238.73万 | 0.05% | 11,715 | -299 | -2.5% | -$6.09万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $237.27万 | 0.05% | 24,595 | 8,464 | 52.5% | $81.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $237.26万 | 0.05% | 11,663 | 1,694 | 17.0% | $34.46万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $236.52万 | 0.05% | 8,744 | -1,731 | -16.5% | -$46.82万 | 减仓 |
| MKL | MARKEL GROUP INC | $232.37万 | 0.05% | 1,214 | -408 | -25.2% | -$78.09万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $231.17万 | 0.05% | 10,940 | -1,255 | -10.3% | -$26.52万 | 减仓 |
| O | REALTY INCOME CORP | $231.12万 | 0.05% | 37,777 | -17,977 | -32.2% | -$109.98万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $230.42万 | 0.05% | 37,614 | -2,466 | -6.2% | -$15.11万 | 减仓 |
| IJJ | ISHARES TR | $229.74万 | 0.05% | 17,339 | -86 | -0.5% | -$1.14万 | 减仓 |
| URTH | ISHARES INC | $227.67万 | 0.05% | 12,647 | -10,265 | -44.8% | -$184.79万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $226.92万 | 0.05% | 4,795 | -2,127 | -30.7% | -$100.66万 | 减仓 |
| KKR | KKR & CO INC | $218.51万 | 0.05% | 23,623 | -10,825 | -31.4% | -$100.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $215.90万 | 0.04% | 32,717 | 8,855 | 37.1% | $58.43万 | 加仓 |
| IAU | ISHARES GOLD TR | $215.73万 | 0.04% | 24,470 | -1,589 | -6.1% | -$14.01万 | 减仓 |
| CSX | CSX CORP | $214.38万 | 0.04% | 52,223 | 1,190 | 2.3% | $4.88万 | 加仓 |
| HSY | HERSHEY CO | $213.44万 | 0.04% | 10,267 | 1,871 | 22.3% | $38.90万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $212.48万 | 0.04% | 10,537 | 3,936 | 59.6% | $79.37万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $212.11万 | 0.04% | 135,534 | 74 | 0.1% | $1,158 | 加仓 |
| IJT | ISHARES TR | $211.67万 | 0.04% | 14,627 | -3,159 | -17.8% | -$45.71万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $210.82万 | 0.04% | 7,008 | -2,515 | -26.4% | -$75.66万 | 减仓 |
| NVS | NOVARTIS AG | $210.00万 | 0.04% | 13,748 | -2,548 | -15.6% | -$38.92万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $208.59万 | 0.04% | 45,454 | -5,832 | -11.4% | -$26.76万 | 减仓 |
| EFX | EQUIFAX INC | $204.25万 | 0.04% | 11,343 | 392 | 3.6% | $7.06万 | 加仓 |
| URI | UNITED RENTALS INC | $202.98万 | 0.04% | 2,786 | -183 | -6.2% | -$13.33万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $202.69万 | 0.04% | 81,897 | 69,893 | 582.2% | $172.98万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $201.76万 | 0.04% | 69,383 | 21,824 | 45.9% | $63.46万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $201.14万 | 0.04% | 84,477 | 3,708 | 4.6% | $8.83万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $199.75万 | 0.04% | 6,569 | 1,417 | 27.5% | $43.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $197.03万 | 0.04% | 4,274 | 213 | 5.2% | $9.82万 | 加仓 |
| DGRW | WISDOMTREE TR | $195.56万 | 0.04% | 22,263 | 559 | 2.6% | $4.91万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $195.43万 | 0.04% | 22,033 | -292 | -1.3% | -$2.59万 | 减仓 |
| ALLE | ALLEGION PLC | $195.30万 | 0.04% | 13,442 | -1,580 | -10.5% | -$22.96万 | 减仓 |
| MCK | MCKESSON CORP | $190.81万 | 0.04% | 2,205 | -191 | -8.0% | -$16.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $190.57万 | 0.04% | 21,271 | 1,771 | 9.1% | $15.87万 | 加仓 |
| WM | WASTE MGMT INC DEL | $189.03万 | 0.04% | 8,226 | 930 | 12.7% | $21.37万 | 加仓 |
| WRB | BERKLEY W R CORP | $186.53万 | 0.04% | 28,142 | -2,295 | -7.5% | -$15.21万 | 减仓 |
| CBRE | CBRE GROUP INC | $185.69万 | 0.04% | 13,708 | -912 | -6.2% | -$12.35万 | 减仓 |
| PAVE | GLOBAL X FDS | $185.33万 | 0.04% | 36,475 | 31,438 | 624.1% | $159.74万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $184.98万 | 0.04% | 11,765 | -2,908 | -19.8% | -$45.72万 | 减仓 |
| MDLN | MEDLINE INC | $183.22万 | 0.04% | 41,174 | 40,995 | 22,902.2% | $182.43万 | 加仓 |
| MPC | MARATHON PETE CORP | $182.70万 | 0.04% | 7,482 | 1,795 | 31.6% | $43.83万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $181.20万 | 0.04% | 2,995 | -145 | -4.6% | -$8.77万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $181.19万 | 0.04% | 6,212 | -202 | -3.1% | -$5.89万 | 减仓 |
| WCC | WESCO INTL INC | $180.45万 | 0.04% | 6,595 | 2,547 | 62.9% | $69.69万 | 加仓 |
| SO | SOUTHERN CO | $180.07万 | 0.04% | 18,656 | 454 | 2.5% | $4.38万 | 加仓 |
| SHOP | SHOPIFY INC | $178.75万 | 0.04% | 15,069 | -374 | -2.4% | -$4.44万 | 减仓 |
| BMO | BANK MONTREAL QUE | $176.98万 | 0.04% | 13,077 | -5,187 | -28.4% | -$70.20万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $176.45万 | 0.04% | 30,019 | 8,169 | 37.4% | $48.02万 | 加仓 |
| AZN | ASTRAZENECA PLC SHS ISIN#GB0009895292 | $174.44万 | 0.04% | 9,006 | 9,006 | — | $174.44万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $172.71万 | 0.04% | 38,518 | -3,566 | -8.5% | -$15.99万 | 减仓 |
| ORCL | ORACLE CORP | $172.40万 | 0.04% | 11,719 | 561 | 5.0% | $8.25万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $167.52万 | 0.03% | 17,141 | 16,623 | 3,209.1% | $162.46万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $167.01万 | 0.03% | 35,603 | -2,735 | -7.1% | -$12.83万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $166.84万 | 0.03% | 16,952 | 3,852 | 29.4% | $37.91万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $166.32万 | 0.03% | 4,846 | -218 | -4.3% | -$7.48万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $163.72万 | 0.03% | 2,761 | -675 | -19.6% | -$40.03万 | 减仓 |
| BAX | BAXTER INTL INC | $163.59万 | 0.03% | 97,378 | 23,303 | 31.5% | $39.15万 | 加仓 |
| SYK | STRYKER CORPORATION | $163.11万 | 0.03% | 4,964 | 39 | 0.8% | $1.28万 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $161.60万 | 0.03% | 13,611 | -1,356 | -9.1% | -$16.10万 | 减仓 |
| ULS | UL SOLUTIONS INC | $160.90万 | 0.03% | 18,773 | -1,940 | -9.4% | -$16.63万 | 减仓 |
| NDSN | NORDSON CORP | $160.67万 | 0.03% | 6,039 | -239 | -3.8% | -$6.36万 | 减仓 |
| DTE | DTE ENERGY CO | $159.56万 | 0.03% | 10,912 | 9,088 | 498.2% | $132.88万 | 加仓 |
| IWS | ISHARES TR | $159.41万 | 0.03% | 10,938 | 612 | 5.9% | $8.92万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $158.86万 | 0.03% | 4,055 | -1,312 | -24.4% | -$51.40万 | 减仓 |
| DHR | DANAHER CORPORATION | $158.56万 | 0.03% | 8,363 | 1,253 | 17.6% | $23.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $157.49万 | 0.03% | 5,820 | -1,843 | -24.1% | -$49.87万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $156.19万 | 0.03% | 9,516 | -564 | -5.6% | -$9.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $155.89万 | 0.03% | 7,296 | 341 | 4.9% | $7.29万 | 加仓 |
| JNK | SPDR SERIES TRUST | $154.82万 | 0.03% | 16,174 | 1,562 | 10.7% | $14.95万 | 加仓 |
| GUNR | FLEXSHARES TR | $154.19万 | 0.03% | 27,954 | 20,759 | 288.5% | $114.51万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $153.13万 | 0.03% | 27,194 | 2,593 | 10.5% | $14.60万 | 加仓 |
| ROL | ROLLINS INC | $152.94万 | 0.03% | 28,636 | -2,491 | -8.0% | -$13.30万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $152.83万 | 0.03% | 363 | 4 | 1.1% | $1.68万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $151.76万 | 0.03% | 11,589 | -567 | -4.7% | -$7.42万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $150.96万 | 0.03% | 73,966 | -769 | -1.0% | -$1.57万 | 减仓 |
| EEM | ISHARES TR | $150.26万 | 0.03% | 26,459 | 4,718 | 21.7% | $26.79万 | 加仓 |
| CB | CHUBB LIMITED | $148.89万 | 0.03% | 4,568 | -90 | -1.9% | -$2.93万 | 减仓 |
| BA | BOEING CO | $148.82万 | 0.03% | 7,477 | 207 | 2.8% | $4.12万 | 加仓 |