TD Private Client Wealth LLC 13F 持仓 · 2026年Q2
TD Private Client Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,696 只证券，申报市值合计 54.42 亿美元。前几大持仓：SPYM（8.90%）、IEFA（6.58%）、VMBS（4.90%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | $484.1M | 8.90% | 5.5M | 增持 |
| 2 | IEFA | ISHARES TR CORE MSCI EAFE ETF | $357.9M | 6.58% | 3.7M | 增持 |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF | $266.5M | 4.90% | 5.7M | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $217.8M | 4.00% | 291,642 | 减持 |
| 5 | GOVT | ISHARES TR U S TREAS BD ETF | $201.9M | 3.71% | 8.9M | 增持 |
| 6 | VXF | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | $155.7M | 2.86% | 632,279 | 增持 |
| 7 | DGRO | ISHARES TR CORE DIVID GROWTH ETF | $154.3M | 2.84% | 2.0M | 增持 |
| 8 | IGIB | ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF | $153.3M | 2.82% | 2.9M | 增持 |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $141.7M | 2.60% | 1.7M | 增持 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD | $128.1M | 2.35% | 2.2M | 增持 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS | $105.4M | 1.94% | 445,642 | 减持 |
| 12 | IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETF | $99.5M | 1.83% | 1.2M | 增持 |
| 13 | TLT | ISHARES TR 20 plus YR TREAS BD ETF | $70.3M | 1.29% | 813,576 | 增持 |
| 14 | SHY | ISHARES TR 1-3 YR TREAS BD ETF | $67.2M | 1.23% | 818,344 | 减持 |
| 15 | EFA | ISHARES TR MSCI EAFE ETF | $63.5M | 1.17% | 611,249 | 增持 |
| 16 | NVDA | NVIDIA CORP COM | $56.4M | 1.04% | 281,942 | 减持 |
| 17 | SPMO | INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF | $56.3M | 1.03% | 348,450 | 增持 |
| 18 | IGSB | ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF | $55.4M | 1.02% | 1.1M | 增持 |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | $55.6M | 1.02% | 703,186 | 增持 |
| 20 | IVV | ISHARES TR CORE S&P 500 ETF | $54.7M | 1.00% | 73,012 | 增持 |
| 21 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $52.4M | 0.96% | 76,354 | 减持 |
| 22 | QQQ | INVESCO QQQ TR UNIT SER 1 | $51.0M | 0.94% | 69,212 | 减持 |
| 23 | AGG | ISHARES TR CORE U S AGGREGATE BD ETF | $50.9M | 0.93% | 513,842 | 增持 |
| 24 | AAPL | APPLE INC COM | $48.7M | 0.90% | 168,450 | 增持 |
| 25 | IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $48.1M | 0.88% | 387,276 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR