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.
📊 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.
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考,不构成投资建议。