Caisse de depot et placement du Quebec
Montreal A8 · SEC CIK 0000898286
$701.88亿2026Q2 申报市值
705持仓数
24.6%前十大占比 · 第一大 3.8%
104 / 92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
RSP 加仓+$6.32亿
MSFT 加仓+$3.98亿
LRCX 加仓+$2.96亿
AZN 新建仓+$2.74亿
META 加仓+$2.30亿
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$6.57亿
AAPL 减仓-$5.06亿
GOOGL 减仓-$4.96亿
DD 减仓-$3.92亿
CAT 减仓-$2.86亿
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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $4,584.27万 | 0.07% | 125,743 | -14,027 | -10.0% | -$511.39万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $4,587.75万 | 0.07% | 566,360 | 122,763 | 27.7% | $994.43万 | 加仓 |
| OGE | OGE ENERGY CORP | $4,597.40万 | 0.07% | 944,800 | 718,371 | 317.3% | $3,495.59万 | 加仓 |
| TOL | TOLL BROTHERS INC | $4,659.36万 | 0.07% | 282,814 | 155,910 | 122.9% | $2,568.62万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $4,663.60万 | 0.07% | 1,080,037 | 580,664 | 116.3% | $2,507.31万 | 加仓 |
| ZTS | ZOETIS INC | $4,683.12万 | 0.07% | 651,701 | 116,255 | 21.7% | $835.41万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4,744.61万 | 0.07% | 545,107 | -110,642 | -16.9% | -$963.03万 | 减仓 |
| WMB | WILLIAMS COS INC | $4,773.76万 | 0.07% | 642,152 | -225,333 | -26.0% | -$1,675.13万 | 减仓 |
| EFG | ISHARES TR | $4,848.27万 | 0.07% | 389,670 | 389,670 | — | $4,848.27万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $4,857.78万 | 0.07% | 539,873 | -30,060 | -5.3% | -$270.48万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $4,865.84万 | 0.07% | 616,319 | 92,550 | 17.7% | $730.68万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,882.82万 | 0.07% | 220,862 | 220,862 | — | $4,882.82万 | 新建仓 |
| RACE | FERRARI N V | $4,909.39万 | 0.07% | 132,390 | -179,481 | -57.5% | -$6,655.65万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $4,918.66万 | 0.07% | 169,943 | 127,697 | 302.3% | $3,695.93万 | 加仓 |
| ROKU | ROKU INC | $4,925.66万 | 0.07% | 356,570 | 260,200 | 270.0% | $3,594.40万 | 加仓 |
| QGEN | QIAGEN NV | $4,943.78万 | 0.07% | 1,275,560 | -140,316 | -9.9% | -$543.83万 | 减仓 |
| HON | HONEYWELL INTL INC | $4,948.37万 | 0.07% | 221,008 | -398,089 | -64.3% | -$8,913.21万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,953.93万 | 0.07% | 146,501 | -3,807 | -2.5% | -$128.73万 | 减仓 |
| BBY | BEST BUY INC | $5,011.87万 | 0.07% | 660,499 | 160,740 | 32.2% | $1,219.70万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,137.78万 | 0.07% | 1,138,944 | 1,138,944 | — | $5,137.78万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $5,186.63万 | 0.07% | 484,144 | 377,633 | 354.5% | $4,045.58万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $5,200.15万 | 0.07% | 77,975 | 3,317 | 4.4% | $221.21万 | 加仓 |
| CCI | CROWN CASTLE INC | $5,231.99万 | 0.07% | 690,874 | 690,874 | — | $5,231.99万 | 新建仓 |
| CSX | CSX CORP | $5,346.21万 | 0.08% | 1,124,808 | -1,484,109 | -56.9% | -$7,053.97万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5,358.96万 | 0.08% | 598,900 | 198,336 | 49.5% | $1,774.71万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $5,365.10万 | 0.08% | 739,937 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $5,390.59万 | 0.08% | 285,685 | 247,141 | 641.2% | $4,663.30万 | 加仓 |
| FDX | FEDEX CORP | $5,491.67万 | 0.08% | 175,380 | 13,364 | 8.2% | $418.47万 | 加仓 |
| GPN | GLOBAL PMTS INC | $5,512.93万 | 0.08% | 759,776 | 754,895 | 15,466.0% | $5,477.52万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $5,538.22万 | 0.08% | 790,384 | 351,973 | 80.3% | $2,466.27万 | 加仓 |
| FFIV | F5 INC | $5,549.66万 | 0.08% | 133,418 | -102,365 | -43.4% | -$4,257.97万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $5,626.77万 | 0.08% | 906,812 | 661,634 | 269.9% | $4,105.44万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $5,629.16万 | 0.08% | 1,003,953 | 785,922 | 360.5% | $4,406.66万 | 加仓 |
| AME | AMETEK INC | $5,762.16万 | 0.08% | 238,165 | 2,513 | 1.1% | $60.80万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $5,828.02万 | 0.08% | 60,394 | -78,709 | -56.6% | -$7,595.42万 | 减仓 |
| PCG | PG&E CORP | $5,923.23万 | 0.08% | 3,521,537 | 1,069,918 | 43.6% | $1,799.60万 | 加仓 |
| DOO | BRP INC | $5,965.64万 | 0.08% | 977,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $6,047.92万 | 0.09% | 609,178 | 545,081 | 850.4% | $5,411.56万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $6,057.62万 | 0.09% | 538,689 | 24,869 | 4.8% | $279.65万 | 加仓 |
| FTV | FORTIVE CORP | $6,066.02万 | 0.09% | 992,964 | 585,772 | 143.9% | $3,578.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $6,092.94万 | 0.09% | 1,905,831 | 898,183 | 89.1% | $2,871.49万 | 加仓 |
| B | BARRICK MNG CORP | $6,130.99万 | 0.09% | 1,667,946 | 128,611 | 8.4% | $472.74万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $6,150.05万 | 0.09% | 414,061 | -121,627 | -22.7% | -$1,806.53万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $6,160.27万 | 0.09% | 182,041 | -38,846 | -17.6% | -$1,314.55万 | 减仓 |
| INGR | INGREDION INC | $6,170.39万 | 0.09% | 651,504 | 46,929 | 7.8% | $444.46万 | 加仓 |
| DHR | DANAHER CORP DEL | $6,193.30万 | 0.09% | 325,142 | -183,656 | -36.1% | -$3,498.28万 | 减仓 |
| AEE | AMEREN CORP | $6,224.72万 | 0.09% | 550,665 | -441,195 | -44.5% | -$4,987.27万 | 减仓 |
| V | VISA INC | $6,230.24万 | 0.09% | 181,592 | -255,219 | -58.4% | -$8,756.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,284.99万 | 0.09% | 223,498 | 179,413 | 407.0% | $5,045.27万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $6,307.27万 | 0.09% | 265,502 | 63,372 | 31.4% | $1,505.47万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $6,391.94万 | 0.09% | 676,110 | 513,854 | 316.7% | $4,857.98万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $6,408.80万 | 0.09% | 180,917 | 148,262 | 454.0% | $5,252.03万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $6,409.29万 | 0.09% | 823,076 | 823,076 | — | $6,409.29万 | 新建仓 |
| AOS | SMITH A O CORP | $6,418.59万 | 0.09% | 1,023,372 | 115,922 | 12.8% | $727.06万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $6,531.23万 | 0.09% | 231,867 | -132,893 | -36.4% | -$3,743.33万 | 减仓 |
| PSA | PUBLIC STORAGE | $6,534.46万 | 0.09% | 205,286 | -224,268 | -52.2% | -$7,138.67万 | 减仓 |
| XME | SPDR SERIES TRUST | $6,576.19万 | 0.09% | 615,000 | 615,000 | — | $6,576.19万 | 新建仓 |
| IWD | ISHARES TR | $6,835.92万 | 0.10% | 281,975 | 281,975 | — | $6,835.92万 | 新建仓 |
| GE | GE AEROSPACE | $6,875.21万 | 0.10% | 183,962 | -229,039 | -55.5% | -$8,559.87万 | 减仓 |
| DDOG | DATADOG INC | $6,909.30万 | 0.10% | 265,375 | -11,906 | -4.3% | -$309.98万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $6,943.87万 | 0.10% | 50,232 | -34,927 | -41.0% | -$4,828.17万 | 减仓 |
| CSL | CARLISLE COS INC | $6,963.97万 | 0.10% | 191,977 | -17,900 | -8.5% | -$649.32万 | 减仓 |
| CRM | SALESFORCE INC | $6,990.17万 | 0.10% | 446,200 | -473,472 | -51.5% | -$7,417.41万 | 减仓 |
| MTB | M & T BK CORP | $7,019.82万 | 0.10% | 294,938 | 96,013 | 48.3% | $2,285.21万 | 加仓 |
| VEEV | VEEVA SYS INC | $7,025.03万 | 0.10% | 395,843 | -29,239 | -6.9% | -$518.90万 | 减仓 |
| GLW | CORNING INC | $7,071.12万 | 0.10% | 276,832 | 166,775 | 151.5% | $4,259.93万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $7,074.94万 | 0.10% | 1,236,446 | 290,843 | 30.8% | $1,664.20万 | 加仓 |
| MAS | MASCO CORP | $7,095.72万 | 0.10% | 872,032 | 23,957 | 2.8% | $194.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $7,097.80万 | 0.10% | 782,213 | -2,637,135 | -77.1% | -$2.39亿 | 减仓 |
| AER | AERCAP HOLDINGS NV | $7,142.91万 | 0.10% | 489,979 | 238,759 | 95.0% | $3,480.63万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $7,188.00万 | 0.10% | 2,515,926 | 2,515,926 | — | $7,188.00万 | 新建仓 |
| NEU | NEWMARKET CORP | $7,251.71万 | 0.10% | 91,650 | -42,321 | -31.6% | -$3,348.61万 | 减仓 |
| TPR | TAPESTRY INC | $7,419.93万 | 0.11% | 506,895 | -149,587 | -22.8% | -$2,189.65万 | 减仓 |
| BA | BOEING CO | $7,445.23万 | 0.11% | 343,938 | -48,219 | -12.3% | -$1,043.80万 | 减仓 |
| LOGI | LOGITECH INTL S A | $7,524.74万 | 0.11% | 801,352 | -305,387 | -27.6% | -$2,867.60万 | 减仓 |
| CCJ | CAMECO CORP | $7,557.33万 | 0.11% | 741,696 | 27,440 | 3.8% | $279.59万 | 加仓 |
| AZO | AUTOZONE INC | $7,629.03万 | 0.11% | 23,871 | -4,843 | -16.9% | -$1,547.79万 | 减仓 |
| LEA | LEAR CORP | $7,638.91万 | 0.11% | 569,813 | -129,772 | -18.5% | -$1,739.72万 | 减仓 |
| MLI | MUELLER INDS INC | $7,665.26万 | 0.11% | 623,547 | -41,826 | -6.3% | -$514.17万 | 减仓 |
| WPC | WP CAREY INC | $7,691.05万 | 0.11% | 1,075,671 | 589,938 | 121.5% | $4,218.06万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $7,709.02万 | 0.11% | 696,829 | -198,087 | -22.1% | -$2,191.44万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $7,874.97万 | 0.11% | 317,066 | -117,623 | -27.1% | -$2,921.40万 | 减仓 |
| NTAP | NETAPP INC | $7,932.01万 | 0.11% | 512,536 | -19,676 | -3.7% | -$304.51万 | 减仓 |
| NTRS | NORTHERN TR CORP | $7,963.73万 | 0.11% | 458,107 | 140,681 | 44.3% | $2,445.60万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $7,965.12万 | 0.11% | 4,492,456 | -200,475 | -4.3% | -$355.44万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $7,968.87万 | 0.11% | 829,054 | -884,183 | -51.6% | -$8,498.77万 | 减仓 |
| RMD | RESMED INC | $7,984.18万 | 0.11% | 409,697 | -128,334 | -23.9% | -$2,500.97万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $7,990.63万 | 0.11% | 694,141 | -225,196 | -24.5% | -$2,592.35万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $7,990.99万 | 0.11% | 161,408 | -41,436 | -20.4% | -$2,051.41万 | 减仓 |
| GNTX | GENTEX CORP | $7,992.42万 | 0.11% | 3,162,808 | -677,144 | -17.6% | -$1,711.14万 | 减仓 |
| SPGI | S&P GLOBAL INC | $8,032.19万 | 0.11% | 197,225 | 75,362 | 61.8% | $3,069.19万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $8,097.85万 | 0.12% | 152,908 | 22,659 | 17.4% | $1,200.00万 | 加仓 |
| FTNT | FORTINET INC | $8,121.78万 | 0.12% | 528,693 | 335,932 | 174.3% | $5,160.59万 | 加仓 |
| OR | OR ROYALTIES INC. | $8,135.83万 | 0.12% | 2,570,186 | 186,649 | 7.8% | $590.83万 | 加仓 |
| CVS | CVS HEALTH CORP | $8,136.85万 | 0.12% | 786,549 | 74,214 | 10.4% | $767.74万 | 加仓 |
| CPRT | COPART INC | $8,153.35万 | 0.12% | 2,892,286 | -237,275 | -7.6% | -$668.88万 | 减仓 |
| TGT | TARGET CORP | $8,188.95万 | 0.12% | 626,977 | -179,315 | -22.2% | -$2,342.03万 | 减仓 |
| BN | BROOKFIELD CORP | $8,295.67万 | 0.12% | 1,945,047 | -725,372 | -27.2% | -$3,093.73万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $8,331.76万 | 0.12% | 2,151,242 | 70,853 | 3.4% | $274.41万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $8,393.98万 | 0.12% | 1,072,439 | -48,761 | -4.3% | -$381.65万 | 减仓 |