13F 机构持仓

TD PRIVATE CLIENT WEALTH LLC

NEW YORK NY · SEC CIK 0001551017

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$54.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 8.3%
IEFA 6.4%
VMBS 5.2%
SPY 4.1%
GOVT 3.9%
DGRO 2.7%
IGIB 2.6%
VGSH 2.5%
VXF 2.5%
VOOG 2.3%

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
NVR NVR INC $81.71万0.02%124 -6-4.6% -$3.95万 减仓
VRTX VERTEX PHARMACEUTICALS INC $81.45万0.02%1,824 -19-1.0% -$8,484 减仓
AON AON PLC $81.22万0.02%2,516 -143-5.4% -$4.62万 减仓
CTAS CINTAS CORP $80.14万0.02%4,738 3,874448.4% $65.52万 加仓
QXO QXO INC $80.14万0.02%41,265 13,51748.7% $26.25万 加仓
MFC MANULIFE FINL CORP $80.09万0.02%23,254 9184.1% $3.16万 加仓
J JACOBS SOLUTIONS INC $79.33万0.02%6,233 -344-5.2% -$4.38万 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $79.19万0.02%8,604 -649-7.0% -$5.97万 减仓
IQV IQVIA HLDGS INC $78.35万0.02%4,594 1,69258.3% $28.86万 加仓
DDOG DATADOG INC $77.43万0.02%6,559 3525.7% $4.16万 加仓
FTV FORTIVE CORP $77.40万0.02%14,001 5494.1% $3.03万 加仓
ADP AUTOMATIC DATA PROCESSING IN $76.96万0.02%3,788 -1,057-21.8% -$21.48万 减仓
MDB MONGODB INC $76.10万0.02%3,109 -97-3.0% -$2.37万 减仓
VTWG VANGUARD SCOTTSDALE FDS $76.02万0.02%3,319 3,0871,330.6% $70.70万 加仓
INTC INTEL CORP $75.98万0.02%17,218 1,97212.9% $8.70万 加仓
WELL WELLTOWER INC $75.80万0.02%3,834 64520.2% $12.75万 加仓
MSI MOTOROLA SOLUTIONS INC $74.60万0.02%1,719 18712.2% $8.12万 加仓
XLF SELECT SECTOR SPDR TR $74.19万0.02%15,027 -101,183-87.1% -$499.53万 减仓
NXPI NXP SEMICONDUCTORS N V $73.92万0.02%3,755 -356-8.7% -$7.01万 减仓
ALL ALLSTATE CORP $73.42万0.02%3,541 -54-1.5% -$1.12万 减仓
UPS UNITED PARCEL SERVICE INC $73.02万0.02%7,423 2,05538.3% $20.22万 加仓
IVOO VANGUARD ADMIRAL FDS INC $70.52万0.01%6,168 -111-1.8% -$1.27万 减仓
GSK GSK PLC $70.15万0.01%12,710 -58,077-82.0% -$320.53万 减仓
FNF FIDELITY NATIONAL FINANCIAL $70.12万0.01%15,119 190.1% $881 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $69.64万0.01%28,892 4,43318.1% $10.69万 加仓
THO THOR INDS INC $69.57万0.01%8,708 -516-5.6% -$4.12万 减仓
TM TOYOTA MOTOR CORP $68.55万0.01%3,326 -300-8.3% -$6.18万 减仓
VTR VENTAS INC $68.21万0.01%8,341 1,36219.5% $11.14万 加仓
WST WEST PHARMACEUTICAL SVSC INC $67.92万0.01%2,710 -972-26.4% -$24.36万 减仓
RIO RIO TINTO PLC $67.01万0.01%7,183 -50-0.7% -$4,664 减仓
BNY BANK NEW YORK MELLON CORP $66.98万0.01%5,646 2855.3% $3.38万 加仓
CSL CARLISLE COS INC $66.66万0.01%1,998 1,98111,652.9% $66.09万 加仓
MSM MSC INDL DIRECT INC $66.62万0.01%7,220 4186.1% $3.86万 加仓
— AVALONBAY CMNTYS INC $66.25万0.01%4,056 2115.5% $3.45万 加仓
ROST ROSS STORES INC $65.96万0.01%3,045 1605.5% $3.47万 加仓
KMI KINDER MORGAN INC DEL $65.82万0.01%19,629 7914.2% $2.65万 加仓
PWR QUANTA SVCS INC $65.17万0.01%1,187 -9-0.8% -$4,941 减仓
MLI MUELLER INDS INC $64.43万0.01%5,815 1,54736.2% $17.14万 加仓
DGX QUEST DIAGNOSTICS INC $64.33万0.01%3,282 -418-11.3% -$8.19万 减仓
HII HUNTINGTON INGALLS INDS INC $64.28万0.01%1,692 -72-4.1% -$2.74万 减仓
IWN ISHARES TR $64.10万0.01%3,381 39513.2% $7.49万 加仓
IOT SAMSARA INC $64.10万0.01%20,228 1,7589.5% $5.57万 加仓
VLO VALERO ENERGY CORP $63.89万0.01%2,586 2028.5% $4.99万 加仓
CFG CITIZENS FINL GROUP INC $63.27万0.01%10,551 8,060323.6% $48.34万 加仓
IWV ISHARES TR $62.98万0.01%1,699 1,346381.3% $49.89万 加仓
VFH VANGUARD WORLD FD $62.89万0.01%5,206 1,86255.7% $22.50万 加仓
DAL DELTA AIR LINES INC DEL $62.86万0.01%9,456 5886.6% $3.91万 加仓
NXST NEXSTAR MEDIA GROUP INC $62.69万0.01%3,467 1,914123.2% $34.61万 加仓
RCL ROYAL CARIBBEAN GROUP $62.41万0.01%2,268 22110.8% $6.08万 加仓
VT VANGUARD INTL EQUITY INDEX F $62.15万0.01%4,493 -546-10.8% -$7.55万 减仓
VLTO VERALTO CORP $62.10万0.01%7,023 -1,713-19.6% -$15.15万 减仓
EXPO EXPONENT INC $61.99万0.01%9,501 2,25331.1% $14.70万 加仓
SPG SIMON PPTY GROUP INC NEW $61.83万0.01%3,315 33511.2% $6.25万 加仓
CG CARLYLE GROUP INC $61.61万0.01%12,732 2592.1% $1.25万 加仓
OXY OCCIDENTAL PETE CORP $61.59万0.01%9,475 8,062570.6% $52.40万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $61.39万0.01%3,142 -299-8.7% -$5.84万 减仓
VMC VULCAN MATLS CO $61.09万0.01%2,243 -642-22.3% -$17.48万 减仓
STAG STAG INDL INC $61.07万0.01%16,936 8895.5% $3.21万 加仓
VGK VANGUARD INTL EQUITY INDEX F $61.02万0.01%7,403 280.4% $2,308 加仓
ASX ASE TECHNOLOGY HLDG CO LTD $60.55万0.01%27,930 -26,356-48.6% -$57.14万 减仓
EAGG ISHARES TR $60.01万0.01%12,621 -8,798-41.1% -$41.83万 减仓
UAL UNITED AIRLS HLDGS INC $59.86万0.01%6,502 1,09220.2% $10.05万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $59.60万0.01%5,091 -89-1.7% -$1.04万 减仓
ED CONSOLIDATED EDISON INC $59.52万0.01%5,259 71715.8% $8.12万 加仓
JLL JONES LANG LASALLE INC $59.40万0.01%1,952 43929.0% $13.36万 加仓
FIX COMFORT SYS USA INC $58.19万0.01%422 -95-18.4% -$13.10万 减仓
HUBB HUBBELL INC $57.61万0.01%1,174 -72-5.8% -$3.53万 减仓
PRIM PRIMORIS SVCS CORP $56.72万0.01%3,965 -218-5.2% -$3.12万 减仓
TLH ISHARES TR $56.49万0.01%5,609 -904-13.9% -$9.11万 减仓
IRM IRON MTN INC DEL $56.03万0.01%5,486 1,06424.1% $10.87万 加仓
ARES ARES MANAGEMENT CORPORATION $55.28万0.01%5,067 -308-5.7% -$3.36万 减仓
SYY SYSCO CORP $55.26万0.01%7,747 -6,238-44.6% -$44.49万 减仓
QSR RESTAURANT BRANDS INTL INC $55.22万0.01%7,472 2,04037.6% $15.08万 加仓
CHRW C H ROBINSON WORLDWIDE INC $55.02万0.01%3,313 -332-9.1% -$5.51万 减仓
REXR REXFORD INDL RLTY INC $54.91万0.01%16,777 6293.9% $2.06万 加仓
ESGD ISHARES TR $54.52万0.01%5,702 4107.7% $3.92万 加仓
CASY CASEYS GEN STORES INC $54.44万0.01%748 -24-3.1% -$1.75万 减仓
EXEL EXELIXIS INC $54.20万0.01%12,637 1711.4% $7,334 加仓
ITM VANECK ETF TRUST $54.03万0.01%11,637 1080.9% $5,014 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $53.61万0.01%2,836 -135-4.5% -$2.55万 减仓
MLM MARTIN MARIETTA MATLS INC $53.45万0.01%908 -161-15.1% -$9.48万 减仓
FLEX FLEX LTD $53.41万0.01%8,159 -1,591-16.3% -$10.41万 减仓
EQNR EQUINOR ASA $53.37万0.01%12,648 9,087255.2% $38.35万 加仓
CVE CENOVUS ENERGY INC $53.18万0.01%20,044 -109-0.5% -$2,892 减仓
DOV DOVER CORP $52.30万0.01%2,509 25611.4% $5.34万 加仓
IGOV ISHARES TR $51.97万0.01%12,657 4,32852.0% $17.77万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $51.17万0.01%1,812 -1,142-38.7% -$32.25万 减仓
EXC EXELON CORP $50.96万0.01%10,395 -16,612-61.5% -$81.43万 减仓
GLW CORNING INC $50.71万0.01%3,729 2,153136.6% $29.28万 加仓
OTIS OTIS WORLDWIDE CORP $48.26万0.01%6,261 -918-12.8% -$7.08万 减仓
BX BLACKSTONE INC $48.05万0.01%4,179 1082.7% $1.24万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $47.58万0.01%12,210 4,90267.1% $19.10万 加仓
MINT PIMCO ETF TR $47.58万0.01%4,731 4,730473,000.0% $47.57万 加仓
CART MAPLEBEAR INC $47.48万0.01%12,676 2251.8% $8,429 加仓
YUM YUM BRANDS INC $46.99万0.01%3,022 2328.3% $3.61万 加仓
CI THE CIGNA GROUP $46.89万0.01%1,758 794.7% $2.11万 加仓
APO APOLLO GLOBAL MGMT INC $46.44万0.01%4,168 -181-4.2% -$2.02万 减仓
ROK ROCKWELL AUTOMATION INC $46.37万0.01%1,292 -200-13.4% -$7.18万 减仓
ADBE ADOBE INC $46.16万0.01%1,899 -208-9.9% -$5.06万 减仓
VRT VERTIV HOLDINGS CO $46.16万0.01%1,842 27317.4% $6.84万 加仓