投资组合差异对比
Td Asset Management Inc
Q1 2026 ⇄ Q2 2026
+113已添加
−125清仓
200已调整规模
50未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 58.77K | 1.15M | +1864.3% |
| TWST TWIST BIOSCIENCE CORP | 6.38K | 103.99K | +1530.9% |
| ACM AECOM | 14.71K | 200.03K | +1259.9% |
| MOD MODINE MFG CO | 5.51K | 74.08K | +1244.4% |
| ELVN ENLIVEN THERAPEUTICS INC | 8.60K | 109.74K | +1176.0% |
| VOYA VOYA FINANCIAL INC | 13.33K | 152.44K | +1043.2% |
| SWKS SKYWORKS SOLUTIONS INC | 25.82K | 255.01K | +887.6% |
| SNAP SNAP INC | 100.20K | 986.76K | +884.8% |
| MTZ MASTEC INC | 6.29K | 53.95K | +757.1% |
| WWD WOODWARD INC | 6.89K | 58.85K | +753.7% |
| BMM BLUE MOON METALS INC | 192.40K | 1.57M | +713.9% |
| KLAC KLA CORP | 373.09K | 2.90M | +678.1% |
| SITM SITIME CORP | 4.83K | 33.80K | +599.5% |
| FCFS FIRSTCASH HOLDINGS INC | 1.80K | 10.90K | +505.7% |
| ALAB ASTERA LABS INC | 26.78K | 156.75K | +485.4% |
| CABA CABALETTA BIO INC | 66.92K | 391.47K | +485.0% |
| CUBE CUBESMART | 53.46K | 280.51K | +424.7% |
| CSV CARRIAGE SVCS INC | 4.78K | 23.91K | +400.7% |
| CVNA CARVANA CO | 166.62K | 817.02K | +390.4% |
| CSX CSX CORP | 791.21K | 3.82M | +382.4% |
| HEI HEICO CORP NEW | 8.18K | 37.80K | +362.1% |
| MDLN MEDLINE INC | 89.89K | 396.88K | +341.5% |
| VRDN VIRIDIAN THERAPEUTICS… | 55.39K | 235.61K | +325.4% |
| VIAV VIAVI SOLUTIONS INC | 87.31K | 370.02K | +323.8% |
| IMMX IMMIX BIOPHARMA INC | 53.20K | 214.09K | +302.4% |
| ESE ESCO TECHNOLOGIES INC | 5.60K | 19.45K | +247.2% |
| VICR VICOR CORP | 5.20K | 16.90K | +224.9% |
| CWB SPDR SERIES TRUST | 27.80K | 87.80K | +215.8% |
| ERO ERO COPPER CORP | 369.51K | 1.16M | +214.9% |
| WBI WATERBRIDGE… | 57.31K | 179.21K | +212.7% |
| RKLB ROCKET LAB CORP | 103.79K | 314.00K | +202.5% |
| CRDO CREDO TECHNOLOGY GROUP… | 28.54K | 85.20K | +198.5% |
| DIA STATE STR SPDR DOW… | 2.82K | 8.30K | +194.7% |
| IDYA IDEAYA BIOSCIENCES INC | 43.67K | 118.67K | +171.7% |
| VTRS VIATRIS INC | 369.55K | 997.74K | +170.0% |
| FLEX FLEX LTD | 44.95K | 121.08K | +169.4% |
| DT DYNATRACE INC | 15.60K | 42.00K | +169.2% |
| ADPT ADAPTIVE… | 30.67K | 82.19K | +168.0% |
| ENLT ENLIGHT RENEWABLE… | 20.50K | 54.66K | +166.6% |
| CRL CHARLES RIV LABS INTL… | 21.46K | 56.68K | +164.2% |
| BB BLACKBERRY LTD | 1.92M | 4.98M | +159.5% |
| ICLR ICON PUB LTD CO | 13.47K | 34.48K | +156.0% |
| NET CLOUDFLARE INC | 89.97K | 222.13K | +146.9% |
| STX SEAGATE TECHNOLOGY… | 116.58K | 283.55K | +143.2% |
| KRE SPDR SERIES TRUST | 554.68K | 1.35M | +142.7% |
| SGRY SURGERY PARTNERS INC | 65.92K | 158.09K | +139.8% |
| TER TERADYNE INC | 101.94K | 244.23K | +139.6% |
| NFG NATIONAL FUEL GAS CO | 11.40K | 26.29K | +130.6% |
| MRVL MARVELL TECHNOLOGY INC | 282.19K | 647.15K | +129.3% |
| PWR QUANTA SVCS INC | 100.64K | 227.97K | +126.5% |
| NRG NRG ENERGY INC | 114.82K | 257.75K | +124.5% |
| RKT ROCKET COS INC | 299.30K | 667.94K | +123.2% |
| TNGX TANGO THERAPEUTICS INC | 102.60K | 221.97K | +116.3% |
| BNY BANK OF NY MELLON CORP | 1.53M | 3.13M | +104.5% |
| UI UBIQUITI INC | 400 | 801 | +100.2% |
| MEDP MEDPACE HLDGS INC | 133.05K | 263.87K | +98.3% |
| BTG B2GOLD CORP | 5.41M | 10.73M | +98.3% |
| IBP INSTALLED BLDG PRODS INC | 372.36K | 10.09K | -97.3% |
| TXRH TEXAS ROADHOUSE INC | 79.30K | 2.60K | -96.7% |
| TPR TAPESTRY INC | 109.69K | 215.46K | +96.4% |
| DOX AMDOCS LTD | 210.21K | 9.49K | -95.5% |
| DDOG DATADOG INC | 237.60K | 460.99K | +94.0% |
| UNIT UNITI GROUP LLC | 4.21M | 272.93K | -93.5% |
| DNTH DIANTHUS THERAPEUTICS… | 116.58K | 225.33K | +93.3% |
| SNOW SNOWFLAKE INC | 140.66K | 271.14K | +92.8% |
| HSLV HIGHLANDER SILVER CORP | 101.61K | 194.37K | +91.3% |
| JNK SPDR SERIES TRUST | 2.18M | 195.28K | -91.0% |
| CELC CELCUITY INC | 83.76K | 7.98K | -90.5% |
| EQH EQUITABLE HLDGS INC | 48.21K | 5.30K | -89.0% |
| ASML ASML HLDG NV | 30.71K | 3.39K | -89.0% |
| APGE APOGEE THERAPEUTICS INC | 184.79K | 20.47K | -88.9% |
| ATI ATI INC | 45.57K | 85.79K | +88.3% |
| VZLA VIZSLA SILVER CORP | 1.14M | 2.14M | +87.9% |
| HII HUNTINGTON INGALLS INDS… | 358.95K | 46.61K | -87.0% |
| BALL BALL CORP | 489.19K | 65.41K | -86.6% |
| DVN DEVON ENERGY CORP NEW | 259.33K | 479.38K | +84.9% |
| SYY SYSCO CORP | 290.69K | 536.54K | +84.6% |
| KRMN KARMAN HLDGS INC | 21.58K | 39.46K | +82.9% |
| ATR APTARGROUP INC | 44.11K | 7.60K | -82.8% |
| SSREF SSR MINING IN | 688.86K | 1.25M | +81.9% |
| TENX TENAX THERAPEUTICS INC | 399.18K | 73.15K | -81.7% |
| LITE LUMENTUM HLDGS INC | 50.79K | 91.10K | +79.4% |
| MRNA MODERNA INC | 179.58K | 318.12K | +77.1% |
| DKNG DRAFTKINGS INC NEW | 396.08K | 92.20K | -76.7% |
| DE DEERE & CO | 602.50K | 150.80K | -75.0% |
| GEN GEN DIGITAL INC | 647.45K | 165.66K | -74.4% |
| COLB COLUMBIA BKG SYS INC | 477.77K | 832.56K | +74.3% |
| ABVX ABIVAX SA | 65.55K | 16.95K | -74.1% |
| FCN FTI CONSULTING INC | 20.62K | 5.60K | -72.8% |
| MH MCGRAW HILL INC | 424.88K | 116.55K | -72.6% |
| RVTY REVVITY INC | 62.05K | 17.84K | -71.2% |
| DD DUPONT DE NEMOURS INC | 172.18K | 50.06K | -70.9% |
| EFX EQUIFAX INC | 152.61K | 44.56K | -70.8% |
| MKC MCCORMICK & CO INC | 557.70K | 166.21K | -70.2% |
| ZS ZSCALER INC | 207.24K | 61.89K | -70.1% |
| RH CRH PLC | 955.60K | 291.55K | -69.5% |
| ARGX ARGENX SE | 80.82K | 24.68K | -69.5% |
| PHM PULTE GROUP INC | 215.81K | 69.00K | -68.0% |
| GDDY GODADDY INC | 66.51K | 21.28K | -68.0% |
| ERAS ERASCA INC | 394.26K | 661.15K | +67.7% |
| IT GARTNER INC | 32.56K | 10.82K | -66.8% |
| GPCR STRUCTURE THERAPEUTICS… | 204.76K | 68.96K | -66.3% |
| FLS FLOWSERVE CORP | 82.70K | 27.93K | -66.2% |
| TTD THE TRADE DESK INC | 202.73K | 68.58K | -66.2% |
| XENE XENON PHARMACEUTICALS… | 27.07K | 9.40K | -65.3% |
| CCL CARNIVAL CORP LTD | 420.14K | 692.78K | +64.9% |
| DCBO DOCEBO INC | 44.42K | 15.60K | -64.9% |
| LPX LOUISIANA PAC CORP | 18.42K | 30.36K | +64.9% |
| MPWR MONOLITHIC PWR SYS INC | 72.11K | 25.37K | -64.8% |
| PH PARKER-HANNIFIN CORP | 228.21K | 81.35K | -64.4% |
| STT STATE STR CORP | 155.63K | 255.07K | +63.9% |
| TECH BIO-TECHNE CORP | 66.95K | 24.88K | -62.8% |
| TTC TORO CO | 29.08K | 10.91K | -62.5% |
| RLAY RELAY THERAPEUTICS INC | 214.17K | 347.95K | +62.5% |
| DOC HEALTHPEAK PROPERTIES… | 293.94K | 110.40K | -62.4% |
| PPG PPG INDS INC | 234.49K | 88.62K | -62.2% |
| APH AMPHENOL CORP | 3.61M | 1.37M | -62.0% |
| COR CENCORA INC | 704.09K | 271.29K | -61.5% |
| MKL MARKEL GROUP INC | 49.09K | 19.02K | -61.3% |
| UTHR UNITED THERAPEUTICS… | 104.59K | 168.65K | +61.3% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
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