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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | $147.94万 | 0.03% | 5,013 | -86 | -1.7% | -$2.54万 | 减仓 |
| CRH | CRH PLC | $146.98万 | 0.03% | 13,982 | 299 | 2.2% | $3.14万 | 加仓 |
| TIP | ISHARES TR | $146.65万 | 0.03% | 13,288 | -1,086 | -7.6% | -$11.99万 | 减仓 |
| D | DOMINION ENERGY INC | $146.33万 | 0.03% | 23,670 | 652 | 2.8% | $4.03万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $145.90万 | 0.03% | 2,142 | -67 | -3.0% | -$4.56万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $144.55万 | 0.03% | 767 | -325 | -29.8% | -$61.25万 | 减仓 |
| GM | GENERAL MTRS CO | $140.97万 | 0.03% | 18,922 | -5,212 | -21.6% | -$38.83万 | 减仓 |
| VNOM | VIPER ENERGY INC | $140.25万 | 0.03% | 29,846 | -1,411 | -4.5% | -$6.63万 | 减仓 |
| COR | CENCORA INC | $139.82万 | 0.03% | 4,451 | -310 | -6.5% | -$9.74万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $138.76万 | 0.03% | 14,009 | 1,286 | 10.1% | $12.74万 | 加仓 |
| IMTM | ISHARES TR | $138.62万 | 0.03% | 28,868 | 28,868 | — | $138.62万 | 新建仓 |
| NEM | NEWMONT CORP | $138.40万 | 0.03% | 12,785 | -1,561 | -10.9% | -$16.90万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $137.57万 | 0.03% | 29,327 | 3,315 | 12.7% | $15.55万 | 加仓 |
| MOAT | VANECK ETF TRUST | $137.43万 | 0.03% | 14,212 | -1,158 | -7.5% | -$11.20万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $137.31万 | 0.03% | 15,238 | 14,892 | 4,304.0% | $134.19万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $136.84万 | 0.03% | 9,436 | 9,436 | — | $136.84万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $135.94万 | 0.03% | 14,569 | -256 | -1.7% | -$2.39万 | 减仓 |
| PGR | PROGRESSIVE CORP | $134.24万 | 0.03% | 6,771 | -1,333 | -16.4% | -$26.43万 | 减仓 |
| TMUS | T-MOBILE US INC | $133.53万 | 0.03% | 6,358 | 1,344 | 26.8% | $28.23万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $132.49万 | 0.03% | 29,573 | 28,524 | 2,719.2% | $127.79万 | 加仓 |
| RS | RELIANCE INC | $130.41万 | 0.03% | 4,291 | -364 | -7.8% | -$11.06万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $130.35万 | 0.03% | 15,871 | 5,531 | 53.5% | $45.43万 | 加仓 |
| IWO | ISHARES TR | $128.94万 | 0.03% | 4,109 | 535 | 15.0% | $16.79万 | 加仓 |
| LOW | LOWES COS INC | $128.47万 | 0.03% | 5,437 | 31 | 0.6% | $7,325 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $127.01万 | 0.03% | 5,445 | 4,618 | 558.4% | $107.72万 | 加仓 |
| SAIA | SAIA INC | $126.39万 | 0.03% | 3,598 | 183 | 5.4% | $6.43万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $124.21万 | 0.03% | 34,542 | 6,196 | 21.9% | $22.28万 | 加仓 |
| COO | COOPER COS INC | $123.52万 | 0.03% | 17,276 | 515 | 3.1% | $3.68万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $123.52万 | 0.03% | 4,252 | 1,037 | 32.3% | $30.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $123.50万 | 0.03% | 20,362 | -7,467 | -26.8% | -$45.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.21万 | 0.03% | 8,423 | 205 | 2.5% | $3.00万 | 加仓 |
| — | LEGG MASON ETF INVT | $123.04万 | 0.03% | 22,788 | 10,382 | 83.7% | $56.06万 | 加仓 |
| WAB | WABTEC | $121.81万 | 0.03% | 4,874 | 105 | 2.2% | $2.62万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $120.91万 | 0.03% | 4,130 | 151 | 3.8% | $4.42万 | 加仓 |
| EQT | EQT CORP | $117.75万 | 0.02% | 18,503 | 14,921 | 416.6% | $94.96万 | 加仓 |
| SPGI | S&P GLOBAL INC | $117.31万 | 0.02% | 2,758 | 1,339 | 94.4% | $56.95万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $116.97万 | 0.02% | 24,343 | 1,347 | 5.9% | $6.47万 | 加仓 |
| PPG | PPG INDS INC | $115.96万 | 0.02% | 10,850 | 611 | 6.0% | $6.53万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $114.79万 | 0.02% | 46,083 | 1,794 | 4.1% | $4.47万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $114.71万 | 0.02% | 7,258 | -867 | -10.7% | -$13.70万 | 减仓 |
| SHEL | SHELL PLC | $114.27万 | 0.02% | 12,287 | -25,954 | -67.9% | -$241.37万 | 减仓 |
| PFFD | GLOBAL X FDS | $113.83万 | 0.02% | 61,865 | 61,814 | 121,203.9% | $113.74万 | 加仓 |
| APP | APPLOVIN CORP | $113.55万 | 0.02% | 2,853 | -242 | -7.8% | -$9.63万 | 减仓 |
| CDW | CDW CORP | $113.15万 | 0.02% | 9,350 | 1,324 | 16.5% | $16.02万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $112.44万 | 0.02% | 12,401 | -937 | -7.0% | -$8.50万 | 减仓 |
| TTAN | SERVICETITAN INC | $112.23万 | 0.02% | 17,685 | 5,663 | 47.1% | $35.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $112.08万 | 0.02% | 6,991 | 2,446 | 53.8% | $39.21万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $111.32万 | 0.02% | 6,418 | 1,168 | 22.2% | $20.26万 | 加仓 |
| LII | LENNOX INTL INC | $110.23万 | 0.02% | 2,375 | 79 | 3.4% | $3.67万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $109.79万 | 0.02% | 5,958 | 2,211 | 59.0% | $40.74万 | 加仓 |
| SLB | SLB LIMITED | $108.87万 | 0.02% | 21,186 | 4,817 | 29.4% | $24.75万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $108.71万 | 0.02% | 46,816 | 6,823 | 17.1% | $15.84万 | 加仓 |
| EVRG | EVERGY INC | $108.24万 | 0.02% | 13,213 | 6,062 | 84.8% | $49.66万 | 加仓 |
| TRMB | TRIMBLE INC | $107.86万 | 0.02% | 16,536 | 330 | 2.0% | $2.15万 | 加仓 |
| IJS | ISHARES TR | $106.51万 | 0.02% | 8,992 | 141 | 1.6% | $1.67万 | 加仓 |
| KGC | KINROSS GOLD CORP | $104.55万 | 0.02% | 34,255 | -8,420 | -19.7% | -$25.70万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $104.29万 | 0.02% | 39,607 | 8,171 | 26.0% | $21.51万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $103.81万 | 0.02% | 2,336 | -3,665 | -61.1% | -$162.87万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $102.34万 | 0.02% | 4,896 | 58 | 1.2% | $1.21万 | 加仓 |
| CRM | SALESFORCE INC | $101.73万 | 0.02% | 5,450 | -2,051 | -27.3% | -$38.28万 | 减仓 |
| ECL | ECOLAB INC | $101.71万 | 0.02% | 3,823 | -944 | -19.8% | -$25.11万 | 减仓 |
| NDAQ | NASDAQ INC | $98.80万 | 0.02% | 11,639 | 10,845 | 1,365.9% | $92.06万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $98.74万 | 0.02% | 4,992 | -579 | -10.4% | -$11.45万 | 减仓 |
| EOG | EOG RES INC | $97.94万 | 0.02% | 6,775 | 666 | 10.9% | $9.63万 | 加仓 |
| CCK | CROWN HLDGS INC | $97.57万 | 0.02% | 9,733 | 853 | 9.6% | $8.55万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $97.34万 | 0.02% | 30,922 | 30,899 | 134,343.5% | $97.27万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $97.20万 | 0.02% | 889 | -170 | -16.1% | -$18.59万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $97.18万 | 0.02% | 2,332 | -2,982 | -56.1% | -$124.27万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $95.79万 | 0.02% | 12,730 | 487 | 4.0% | $3.66万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $95.43万 | 0.02% | 10,411 | 3,602 | 52.9% | $33.02万 | 加仓 |
| IJK | ISHARES TR | $95.03万 | 0.02% | 9,445 | -1,140 | -10.8% | -$11.47万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $94.74万 | 0.02% | 4,778 | 1,214 | 34.1% | $24.07万 | 加仓 |
| USFD | US FOODS HLDG CORP | $94.47万 | 0.02% | 10,245 | -1,029 | -9.1% | -$9.49万 | 减仓 |
| CCI | CROWN CASTLE INC | $93.49万 | 0.02% | 11,498 | 166 | 1.5% | $1.35万 | 加仓 |
| EMB | ISHARES TR | $93.46万 | 0.02% | 9,950 | -1,522 | -13.3% | -$14.30万 | 减仓 |
| ESGU | ISHARES TR | $92.85万 | 0.02% | 6,565 | 1,823 | 38.4% | $25.78万 | 加仓 |
| NOW | SERVICENOW INC | $92.76万 | 0.02% | 8,872 | 539 | 6.5% | $5.64万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $90.46万 | 0.02% | 22,712 | 1,874 | 9.0% | $7.46万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $90.31万 | 0.02% | 13,366 | -16,659 | -55.5% | -$112.56万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $90.08万 | 0.02% | 8,703 | 2,841 | 48.5% | $29.40万 | 加仓 |
| NOBL | PROSHARES TR | $89.73万 | 0.02% | 8,465 | 38 | 0.5% | $4,028 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $89.60万 | 0.02% | 2,795 | 13 | 0.5% | $4,168 | 加仓 |
| POOL | POOL CORP | $88.92万 | 0.02% | 4,395 | 1,320 | 42.9% | $26.71万 | 加仓 |
| HLNE | HAMILTON LANE INC | $88.32万 | 0.02% | 8,885 | 4,351 | 96.0% | $43.25万 | 加仓 |
| — | ISHARES INC | $88.04万 | 0.02% | 21,648 | -29,733 | -57.9% | -$120.92万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $87.35万 | 0.02% | 4,178 | 512 | 14.0% | $10.70万 | 加仓 |
| BSY | BENTLEY SYS INC | $86.63万 | 0.02% | 24,667 | -6,860 | -21.8% | -$24.09万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $85.93万 | 0.02% | 6,354 | 321 | 5.3% | $4.34万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $85.57万 | 0.02% | 21,722 | -4,912 | -18.4% | -$19.35万 | 减仓 |
| VDE | VANGUARD WORLD FD | $85.48万 | 0.02% | 4,940 | 550 | 12.5% | $9.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $85.44万 | 0.02% | 13,616 | -18,062 | -57.0% | -$113.34万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $84.58万 | 0.02% | 4,934 | 4,689 | 1,913.9% | $80.38万 | 加仓 |
| STPZ | PIMCO ETF TR | $84.03万 | 0.02% | 15,531 | -2,698 | -14.8% | -$14.60万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $84.01万 | 0.02% | 11,579 | 3,577 | 44.7% | $25.95万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $83.83万 | 0.02% | 6,298 | 493 | 8.5% | $6.56万 | 加仓 |
| QCOM | QUALCOMM INC | $83.26万 | 0.02% | 6,465 | -266 | -4.0% | -$3.43万 | 减仓 |
| EBAY | EBAY INC. | $83.07万 | 0.02% | 9,127 | 1,958 | 27.3% | $17.82万 | 加仓 |
| SNOW | SNOWFLAKE INC | $82.90万 | 0.02% | 5,497 | 851 | 18.3% | $12.83万 | 加仓 |
| SUSB | ISHARES TR | $82.12万 | 0.02% | 32,761 | -15,425 | -32.0% | -$38.66万 | 减仓 |
| EME | EMCOR GROUP INC | $81.95万 | 0.02% | 1,110 | 427 | 62.5% | $31.53万 | 加仓 |