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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | $4.84亿 | 8.90% | 5,508,862 | 290,132 | 5.6% | $2,549.68万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE ETF | $3.58亿 | 6.58% | 3,705,860 | 311,539 | 9.2% | $3,008.84万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | $2.67亿 | 4.90% | 5,693,728 | 404,550 | 7.6% | $1,893.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $2.18亿 | 4.00% | 291,642 | -12,161 | -4.0% | -$908.15万 | 减仓 |
| GOVT | ISHARES TR U S TREAS BD ETF | $2.02亿 | 3.71% | 8,863,673 | 693,895 | 8.5% | $1,580.69万 | 加仓 |
| VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | $1.56亿 | 2.86% | 632,279 | 48,893 | 8.4% | $1,203.79万 | 加仓 |
| DGRO | ISHARES TR CORE DIVID GROWTH ETF | $1.54亿 | 2.84% | 2,036,157 | 165,623 | 8.9% | $1,255.26万 | 加仓 |
| IGIB | ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF | $1.53亿 | 2.82% | 2,883,337 | 527,066 | 22.4% | $2,802.41万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $1.42亿 | 2.60% | 1,715,087 | 113,225 | 7.1% | $935.47万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | $1.28亿 | 2.35% | 2,200,571 | 130,313 | 6.3% | $758.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | $1.05亿 | 1.94% | 445,642 | -21,988 | -4.7% | -$520.28万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETF | $9,948.70万 | 1.83% | 1,200,953 | 140,000 | 13.2% | $1,159.76万 | 加仓 |
| TLT | ISHARES TR 20 plus YR TREAS BD ETF | $7,030.92万 | 1.29% | 813,576 | 75,159 | 10.2% | $649.52万 | 加仓 |
| SHY | ISHARES TR 1-3 YR TREAS BD ETF | $6,719.42万 | 1.23% | 818,344 | -12,845 | -1.5% | -$105.47万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $6,349.66万 | 1.17% | 611,249 | 29,983 | 5.2% | $311.46万 | 加仓 |
| NVDA | NVIDIA CORP COM | $5,641.37万 | 1.04% | 281,942 | -5,072 | -1.8% | -$101.49万 | 减仓 |
| SPMO | INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF | $5,628.86万 | 1.03% | 348,450 | 64,479 | 22.7% | $1,041.59万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | $5,557.28万 | 1.02% | 703,186 | 8,190 | 1.2% | $64.73万 | 加仓 |
| IGSB | ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF | $5,538.96万 | 1.02% | 1,056,853 | 69,121 | 7.0% | $362.26万 | 加仓 |
| IVV | ISHARES TR CORE S&P 500 ETF | $5,467.79万 | 1.00% | 73,012 | 445 | 0.6% | $33.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $5,244.07万 | 0.96% | 76,354 | -1,054 | -1.4% | -$72.39万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $5,096.76万 | 0.94% | 69,212 | -3,126 | -4.3% | -$230.20万 | 减仓 |
| AGG | ISHARES TR CORE U S AGGREGATE BD ETF | $5,086.01万 | 0.93% | 513,842 | 18,876 | 3.8% | $186.83万 | 加仓 |
| AAPL | APPLE INC COM | $4,874.27万 | 0.90% | 168,450 | 5,661 | 3.5% | $163.81万 | 加仓 |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $4,808.80万 | 0.88% | 387,276 | -13,792 | -3.4% | -$171.26万 | 减仓 |
| IEI | ISHARES TR 3-7 YR TREAS BD ETF | $4,634.83万 | 0.85% | 394,622 | -16,218 | -3.9% | -$190.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF | $4,117.85万 | 0.76% | 188,953 | 4,092 | 2.2% | $89.18万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,000.84万 | 0.74% | 107,255 | -10,820 | -9.2% | -$403.61万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802 | $3,870.97万 | 0.71% | 302,869 | 12,581 | 4.3% | $160.80万 | 加仓 |
| AMZN | AMAZON COM INC COM | $3,770.45万 | 0.69% | 158,196 | 7,399 | 4.9% | $176.35万 | 加仓 |
| VO | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | $3,720.82万 | 0.68% | 461,813 | 38,685 | 9.1% | $311.68万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $3,519.92万 | 0.65% | 98,495 | 7,370 | 8.1% | $263.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $3,384.47万 | 0.62% | 392,904 | -12,372 | -3.1% | -$106.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS | $3,314.07万 | 0.61% | 400,976 | 61,133 | 18.0% | $505.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF | $3,020.05万 | 0.55% | 892,451 | -17,614 | -1.9% | -$59.61万 | 减仓 |
| IVW | ISHARES TR S&P 500 GROWTH ETF | $2,865.00万 | 0.53% | 208,318 | -16,909 | -7.5% | -$232.55万 | 减仓 |
| EFV | ISHARES TR MSCI EAFE VALUE ETF | $2,832.46万 | 0.52% | 370,014 | 5,313 | 1.5% | $40.67万 | 加仓 |
| LQD | ISHARES TR IBOXX USD INVT GRADE CORP BD ETF | $2,599.67万 | 0.48% | 238,349 | 24,286 | 11.3% | $264.89万 | 加仓 |
| IJH | ISHARES TR CORE S&P MID-CAP ETF | $2,512.99万 | 0.46% | 325,897 | -4,766 | -1.4% | -$36.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $2,509.98万 | 0.46% | 791,541 | 51,691 | 7.0% | $163.91万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $2,485.77万 | 0.46% | 82,735 | -14,209 | -14.7% | -$426.91万 | 减仓 |
| AVGO | BROADCOM INC COM | $2,368.95万 | 0.44% | 62,712 | -3,006 | -4.6% | -$113.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,299.46万 | 0.42% | 70,249 | -4,245 | -5.7% | -$138.95万 | 减仓 |
| HYS | PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD | $2,279.33万 | 0.42% | 243,726 | 16,328 | 7.2% | $152.70万 | 加仓 |
| IWD | ISHARES TR RUSSELL 1000 VALUE ETF | $2,242.38万 | 0.41% | 92,496 | 1,687 | 1.9% | $40.90万 | 加仓 |
| IDV | ISHARES TR INTL SELECT DIVID ETF INDEX FD | $2,080.27万 | 0.38% | 502,117 | 28,209 | 6.0% | $116.87万 | 加仓 |
| HYLB | DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF | $1,918.70万 | 0.35% | 525,384 | 79,182 | 17.7% | $289.17万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $1,895.68万 | 0.35% | 51,460 | 10,270 | 24.9% | $378.33万 | 加仓 |
| IVE | ISHARES TR S&P 500 VALUE ETF | $1,841.99万 | 0.34% | 81,123 | -1,063 | -1.3% | -$24.14万 | 减仓 |
| VB | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | $1,771.98万 | 0.33% | 58,458 | 2,094 | 3.7% | $63.47万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,713.30万 | 0.31% | 68,085 | 1,884 | 2.8% | $47.41万 | 加仓 |
| SUB | ISHARES TR SHORT-TERM NATL MUN BD ETF FD | $1,702.89万 | 0.31% | 159,941 | 10,419 | 7.0% | $110.93万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF | $1,688.48万 | 0.31% | 216,722 | 8,608 | 4.1% | $67.07万 | 加仓 |
| TFI | SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG MUN BD ETF | $1,603.96万 | 0.29% | 350,211 | 30,562 | 9.6% | $139.97万 | 加仓 |
| IJR | ISHARES TR CORE S&P SMALL-CAP ETF | $1,516.01万 | 0.28% | 102,219 | -632 | -0.6% | -$9.37万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 ETF | $1,514.25万 | 0.28% | 36,978 | -13,746 | -27.1% | -$562.90万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,448.05万 | 0.27% | 25,707 | -7,728 | -23.1% | -$435.31万 | 减仓 |
| IEF | ISHARES TR 7-10 YR TREAS BD ETF | $1,427.53万 | 0.26% | 150,950 | 5,008 | 3.4% | $47.36万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,425.95万 | 0.26% | 40,357 | -3,141 | -7.2% | -$110.98万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,399.23万 | 0.26% | 12,122 | -3,248 | -21.1% | -$374.91万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $1,347.85万 | 0.25% | 81,313 | -11,487 | -12.4% | -$190.41万 | 减仓 |
| IUSG | ISHARES TR CORE S&P U S GROWTH ETF | $1,296.63万 | 0.24% | 68,937 | 6,506 | 10.4% | $122.37万 | 加仓 |
| VGT | VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1,272.27万 | 0.23% | 106,448 | -1,832 | -1.7% | -$21.90万 | 减仓 |
| DVY | ISHARES TR SELECT DIVID ETF FD | $1,258.54万 | 0.23% | 80,521 | 18,457 | 29.7% | $288.48万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,243.94万 | 0.23% | 68,760 | -4,144 | -5.7% | -$74.97万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF | $1,227.87万 | 0.23% | 160,087 | -2,924 | -1.8% | -$22.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | $1,201.42万 | 0.22% | 25,157 | -1,830 | -6.8% | -$87.40万 | 减仓 |
| SDY | SPDR SER TR STATE STREET SPDR S&P DIVID ETF | $1,194.52万 | 0.22% | 78,494 | -1,823 | -2.3% | -$27.74万 | 减仓 |
| BND | VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF | $1,183.55万 | 0.22% | 161,225 | 7,956 | 5.2% | $58.40万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF | $1,157.74万 | 0.21% | 167,958 | -5,165 | -3.0% | -$35.60万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $1,149.86万 | 0.21% | 111,151 | 3,945 | 3.7% | $40.81万 | 加仓 |
| XMMO | INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP MOMENTUM ETF | $1,129.44万 | 0.21% | 66,383 | 56,947 | 603.5% | $968.90万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL | $1,105.07万 | 0.20% | 164,347 | 13,286 | 8.8% | $89.34万 | 加仓 |
| VV | VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF | $1,085.94万 | 0.20% | 31,576 | 4,557 | 16.9% | $156.72万 | 加仓 |
| PLD | PROLOGIS INC COM | $1,064.46万 | 0.20% | 78,575 | -3,042 | -3.7% | -$41.21万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS | $1,062.46万 | 0.20% | 99,940 | 5,082 | 5.4% | $54.03万 | 加仓 |
| MDT | MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | $1,045.53万 | 0.19% | 133,648 | 7,887 | 6.3% | $61.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,020.33万 | 0.19% | 40,175 | 7,697 | 23.7% | $195.48万 | 加仓 |
| CSCO | CISCO SYS INC COM | $991.86万 | 0.18% | 84,442 | -7,106 | -7.8% | -$83.47万 | 减仓 |
| IWR | ISHARES TR RUSSELL MID-CAP ETF | $984.27万 | 0.18% | 89,220 | 7,143 | 8.7% | $78.80万 | 加仓 |
| SHM | SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF | $966.94万 | 0.18% | 201,593 | -14,799 | -6.8% | -$70.98万 | 减仓 |
| IUSV | ISHARES TR CORE S&P U S VALUE ETF | $955.33万 | 0.18% | 86,730 | -6,754 | -7.2% | -$74.40万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF | $902.24万 | 0.17% | 178,378 | 12,333 | 7.4% | $62.38万 | 加仓 |
| SJNK | SPDR SER TR STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BD ETF | $902.01万 | 0.17% | 360,371 | 90,956 | 33.8% | $227.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $896.92万 | 0.16% | 211,837 | 15,851 | 8.1% | $67.11万 | 加仓 |
| DEM | WISDOMTREE TR EMERGING MKTS HIGH DIVID FD | $883.84万 | 0.16% | 164,313 | 3,275 | 2.0% | $17.62万 | 加仓 |
| MA | MASTERCARD INC CL A | $873.36万 | 0.16% | 17,005 | -790 | -4.4% | -$40.57万 | 减仓 |
| WFC | WELLS FARGO & CO NEW COM | $869.77万 | 0.16% | 105,248 | -2,101 | -2.0% | -$17.36万 | 减仓 |
| KLAC | KLA CORP COM | $848.47万 | 0.16% | 28,122 | 7,052 | 33.5% | $212.77万 | 加仓 |
| FESM | FIDELITY COVINGTON TR ENHANCED SMALL CAP CORE ETF | $847.25万 | 0.16% | 175,450 | 47,258 | 36.9% | $228.21万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $833.79万 | 0.15% | 65,996 | -3,925 | -5.6% | -$49.59万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072 | $821.99万 | 0.15% | 133,095 | -398 | -0.3% | -$2.46万 | 减仓 |
| MRK | MERCK & CO INC NEW COM | $819.47万 | 0.15% | 63,772 | 4,356 | 7.3% | $55.97万 | 加仓 |
| SPSB | SPDR SER TR STATE STR SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF | $812.82万 | 0.15% | 270,849 | 27,500 | 11.3% | $82.53万 | 加仓 |
| USB | US BANCORP DEL COM NEW | $799.39万 | 0.15% | 132,350 | 2,158 | 1.7% | $13.03万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $788.87万 | 0.14% | 10,911 | -1,999 | -15.5% | -$144.53万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $753.15万 | 0.14% | 18,963 | -1,647 | -8.0% | -$65.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $749.61万 | 0.14% | 14,981 | -1,878 | -11.1% | -$93.97万 | 减仓 |
| TSLA | TESLA INC COM | $717.85万 | 0.13% | 17,067 | 915 | 5.7% | $38.49万 | 加仓 |
| PAYX | PAYCHEX INC COM | $715.10万 | 0.13% | 72,725 | -2,613 | -3.5% | -$25.69万 | 减仓 |