TD Asset Management Q2 2026 13F: largest position changesTD银行 (TD Asset Management) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜TD银行 (TD Asset Management)

截至2026年6月30日｜美股多头市值 $114.5B

重点增持

• 加仓 +21%｜美光科技 (MU)｜期末 $910M

• 加仓 +678%｜科磊 (KLAC)｜期末 $876M

• 加仓 +105%｜纽约梅隆银行公司 (BK)｜期末 $453M

重点减持

• 减仓 -23%｜微软 (MSFT)｜期末 $3.2B

• 减仓 -21%｜安桥公司 (ENB)｜期末 $2.1B

• 减仓 -33%｜伊格尔矿业 (AEM)｜期末 $2.0B

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | TD Asset Management

as of 2026-06-30 | reported long value $114.5B

Largest additions

• Shares +21% | Micron Technology, Inc. (MU) | quarter-end $910M

• Shares +678% | KLA Corporation (KLAC) | quarter-end $876M

• Shares +105% | The Bank of New York Mellon Co… (BK) | quarter-end $453M

Largest reductions

• Shares -23% | Microsoft Corporation (MSFT) | quarter-end $3.2B

• Shares -21% | Enbridge Inc. (ENB) | quarter-end $2.1B

• Shares -33% | Agnico Eagle Mines Limited (AEM) | quarter-end $2.0B

Note: 13F is a delayed quarter-end holdings snapshot.