1832 Asset Management L.P.
TORONTO A6 · SEC CIK 0000944388
$1,089.98亿2026Q1 申报市值
647持仓数
41.7%前十大占比 · 第一大 25.4%
68 / 105新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$4.50亿
NVDA 加仓+$4.08亿
TMO 加仓+$3.56亿
BSX 加仓+$3.17亿
TTWO 加仓+$3.16亿
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$4.91亿
LLY 减仓-$3.57亿
LITE 减仓-$2.86亿
GRANITE REAL EST 清仓-$2.83亿
VRT 减仓-$2.40亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,385 | -100.0% | -$57.73万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -5,418 | -100.0% | -$56.42万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -4,503 | -100.0% | -$55.87万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -8,452 | -100.0% | -$54.40万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -5,426 | -100.0% | -$51.73万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -11,823 | -100.0% | -$47.53万 | 清仓 |
| CRVL | CORVEL CORP | $0 | 0.00% | 0 | -6,782 | -100.0% | -$45.89万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -2,700 | -100.0% | -$44.39万 | 清仓 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -50,227 | -100.0% | -$43.75万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -2,768 | -100.0% | -$41.01万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,438 | -100.0% | -$40.87万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,401 | -100.0% | -$29.99万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -607 | -100.0% | -$27.08万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -29,374 | -100.0% | -$26.38万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -500 | -100.0% | -$24.03万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,764 | -100.0% | -$23.05万 | 清仓 |
| IYZ | ISHARES TR | $0 | 0.00% | 0 | -6,426 | -100.0% | -$21.78万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,450 | -100.0% | -$21.25万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -10,949 | -100.0% | -$17.92万 | 清仓 |
| BTE | BAYTEX ENERGY CORP | $0 | 0.00% | 0 | -43,790 | -100.0% | -$14.14万 | 清仓 |
| — | NEW FOUND GOLD CORP | $4.85万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $8.22万 | 0.00% | 40,900 | 40,900 | — | $8.22万 | 新建仓 |
| — | CARDIOL THERAPEUTICS INC | $13.50万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $13.64万 | 0.00% | 46,696 | -25,255 | -35.1% | -$7.37万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $14.54万 | 0.00% | 23,750 | -8 | -0.0% | -$49 | 减仓 |
| — | MOUNT LOGAN CAP INC | $17.34万 | 0.00% | 48,447 | -19,053 | -28.2% | -$6.82万 | 减仓 |
| — | DOCEBO INC | $18.66万 | 0.00% | 10,681 | 50 | 0.5% | $873 | 加仓 |
| NI | NISOURCE INC | $20.06万 | 0.00% | 4,300 | 4,300 | — | $20.06万 | 新建仓 |
| PRI | PRIMERICA INC | $20.09万 | 0.00% | 802 | -20 | -2.4% | -$5,010 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.39万 | 0.00% | 944 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.40万 | 0.00% | 1,500 | -11,500 | -88.5% | -$156.37万 | 重新持有 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $20.70万 | 0.00% | 5,840 | 5,840 | — | $20.70万 | 新建仓 |
| MET | METLIFE INC | $20.71万 | 0.00% | 2,929 | -3,750 | -56.1% | -$26.52万 | 减仓 |
| IWS | ISHARES TR | $20.86万 | 0.00% | 1,431 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.48万 | 0.00% | 999 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $21.60万 | 0.00% | 3,035 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $22.59万 | 0.00% | 3,808 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $23.00万 | 0.00% | 12,300 | 12,300 | — | $23.00万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $23.13万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $23.33万 | 0.00% | 5,028 | -210 | -4.0% | -$9,744 | 减仓 |
| RKT | ROCKET COS INC | $24.40万 | 0.00% | 17,124 | -2,800,159 | -99.4% | -$3,990.23万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $25.17万 | 0.00% | 832 | -464,007 | -99.8% | -$1.40亿 | 减仓 |
| UMBF | UMB FINL CORP | $25.58万 | 0.00% | 2,268 | -130 | -5.4% | -$1.47万 | 减仓 |
| IONQ | IONQ INC | $25.66万 | 0.00% | 8,900 | 8,900 | — | $25.66万 | 新建仓 |
| KKR | KKR & CO INC | $26.09万 | 0.00% | 2,820 | -790 | -21.9% | -$7.31万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $26.54万 | 0.00% | 8,350 | -8,000 | -48.9% | -$25.42万 | 减仓 |
| P | EVERPURE INC | $27.51万 | 0.00% | 4,660 | -29,838 | -86.5% | -$176.16万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $27.62万 | 0.00% | 5,536 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $27.75万 | 0.00% | 5,735 | -2,235 | -28.0% | -$10.82万 | 减仓 |
| IWX | ISHARES TR | $28.22万 | 0.00% | 3,045 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $28.34万 | 0.00% | 4,660 | 4,660 | — | $28.34万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $28.49万 | 0.00% | 9,814 | 1,521 | 18.3% | $4.42万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.65万 | 0.00% | 7,456 | -830 | -10.0% | -$3.19万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.49万 | 0.00% | 5,456 | -1,719 | -24.0% | -$9.29万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $29.76万 | 0.00% | 11,257 | 0 | 0.0% | — | 不变 |
| TWFG | TWFG INC | $31.19万 | 0.00% | 16,962 | 1,589 | 10.3% | $2.92万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $31.68万 | 0.00% | 11,000 | 11,000 | — | $31.68万 | 新建仓 |
| IYR | ISHARES TR | $31.93万 | 0.00% | 3,377 | 324 | 10.6% | $3.06万 | 加仓 |
| SMR | NUSCALE PWR CORP | $32.52万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $33.21万 | 0.00% | 12,961 | 1,931 | 17.5% | $4.95万 | 加仓 |
| IWY | ISHARES TR | $33.47万 | 0.00% | 1,345 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $33.71万 | 0.00% | 3,723 | 3,723 | — | $33.71万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $33.93万 | 0.00% | 3,620 | 545 | 17.7% | $5.11万 | 加仓 |
| VGNT | VERSIGENT LTD | $34.39万 | 0.00% | 10,799 | 10,799 | — | $34.39万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $35.23万 | 0.00% | 2,768 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $35.36万 | 0.00% | 13,200 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $35.59万 | 0.00% | 54 | -78 | -59.1% | -$51.40万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $35.87万 | 0.00% | 9,076 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $36.73万 | 0.00% | 1,208 | -450 | -27.1% | -$13.68万 | 减仓 |
| MSA | MSA SAFETY INC | $37.71万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $37.98万 | 0.00% | 5,510 | 5,510 | — | $37.98万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $38.18万 | 0.00% | 2,121 | -548,927 | -99.6% | -$9,880.69万 | 减仓 |
| MTB | M & T BK CORP | $38.55万 | 0.00% | 1,865 | -95 | -4.8% | -$1.96万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $38.80万 | 0.00% | 15,192 | 511 | 3.5% | $1.31万 | 加仓 |
| AYI | ACUITY INC | $40.24万 | 0.00% | 1,436 | -1,145 | -44.4% | -$32.09万 | 减仓 |
| AGCO | AGCO CORP | $40.55万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $41.61万 | 0.00% | 22,168 | 22,168 | — | $41.61万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $42.23万 | 0.00% | 3,850 | -1,685 | -30.4% | -$18.48万 | 减仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $43.44万 | 0.00% | 60,000 | 27,862 | 86.7% | $20.17万 | 加仓 |
| COKE | COCA COLA CONS INC | $43.54万 | 0.00% | 2,271 | -1,718 | -43.1% | -$32.94万 | 减仓 |
| BTG | B2GOLD CORP | $45.30万 | 0.00% | 100,000 | 50,000 | 100.0% | $22.65万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $46.13万 | 0.00% | 15,036 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $48.41万 | 0.00% | 4,421 | -18,207 | -80.5% | -$199.38万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $49.30万 | 0.00% | 54,000 | 54,000 | — | $49.30万 | 新建仓 |
| RNST | RENASANT CORP | $50.09万 | 0.00% | 13,864 | 13,864 | — | $50.09万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $54.71万 | 0.00% | 2,582 | 2,582 | — | $54.71万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $56.22万 | 0.00% | 1,265 | -3,833 | -75.2% | -$170.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $56.41万 | 0.00% | 944 | 457 | 93.8% | $27.31万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.76万 | 0.00% | 1,308 | 11 | 0.8% | $4,774 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $57.59万 | 0.00% | 4,815 | 4,815 | — | $57.59万 | 新建仓 |
| STT | STATE STR CORP | $58.22万 | 0.00% | 4,600 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $59.05万 | 0.00% | 4,978 | 4,978 | — | $59.05万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $59.76万 | 0.00% | 10,339 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $59.93万 | 0.00% | 1,868 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $60.60万 | 0.00% | 26,756 | 8,344 | 45.3% | $18.90万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $60.81万 | 0.00% | 10,400 | -723,900 | -98.6% | -$4,232.64万 | 减仓 |