1832 Asset Management L.P.
TORONTO A6 · SEC CIK 0000944388
$1,994.06亿2026Q2 申报市值
630持仓数
66.3%前十大占比 · 第一大 56.2%
55 / 91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
LLY 加仓+$3.55亿
GOOGL 加仓+$3.23亿
TER 加仓+$2.46亿
JPM 加仓+$2.42亿
AVGO 加仓+$2.13亿
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$4.03亿
MU 减仓-$3.73亿
TTWO 清仓-$3.26亿
HD 减仓-$3.20亿
NFLX 减仓-$2.80亿
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $1.70亿 | 0.09% | 1,256,760 | -36,124 | -2.8% | -$489.12万 | 减仓 |
| CRH | CRH PLC | $1.71亿 | 0.09% | 1,595,694 | -169,781 | -9.6% | -$1,816.66万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1.71亿 | 0.09% | 1,830,773 | 1,751,826 | 2,219.0% | $1.64亿 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.74亿 | 0.09% | 2,157,381 | -41,483 | -1.9% | -$334.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.76亿 | 0.09% | 579,086 | -25,509 | -4.2% | -$773.23万 | 减仓 |
| HUM | HUMANA INC | $1.76亿 | 0.09% | 444,090 | 444,090 | — | $1.76亿 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1.80亿 | 0.09% | 417,616 | -213,060 | -33.8% | -$9,192.69万 | 减仓 |
| UNP | UNION PAC CORP | $1.84亿 | 0.09% | 676,183 | 252,849 | 59.7% | $6,877.49万 | 加仓 |
| SNDK | SANDISK CORP | $1.87亿 | 0.09% | 82,149 | 82,149 | — | $1.87亿 | 新建仓 |
| C | CITIGROUP INC | $1.89亿 | 0.09% | 1,348,193 | 858,140 | 175.1% | $1.20亿 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.94亿 | 0.10% | 567,729 | 546,905 | 2,626.3% | $1.87亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.94亿 | 0.10% | 4,556,876 | -2,695,870 | -37.2% | -$1.15亿 | 减仓 |
| ABBV | ABBVIE INC | $1.95亿 | 0.10% | 775,386 | 493,786 | 175.4% | $1.24亿 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.97亿 | 0.10% | 662,760 | -293,697 | -30.7% | -$8,748.94万 | 减仓 |
| CCJ | CAMECO CORP | $1.98亿 | 0.10% | 1,944,936 | 916,750 | 89.2% | $9,338.02万 | 加仓 |
| CAVA | CAVA GROUP INC | $1.98亿 | 0.10% | 2,525,500 | 1,006,300 | 66.2% | $7,897.44万 | 加仓 |
| APH | AMPHENOL CORP | $1.99亿 | 0.10% | 1,127,797 | 998,334 | 771.1% | $1.76亿 | 加仓 |
| GEV | GE VERNOVA INC | $2.01亿 | 0.10% | 171,011 | -45,885 | -21.2% | -$5,390.85万 | 减仓 |
| COHR | COHERENT CORP | $2.02亿 | 0.10% | 511,146 | 452,783 | 775.8% | $1.79亿 | 加仓 |
| ICLR | ICON PUB LTD CO | $2.08亿 | 0.10% | 1,194,860 | 1,620 | 0.1% | $28.14万 | 加仓 |
| CAT | CATERPILLAR INC | $2.08亿 | 0.10% | 194,962 | 731 | 0.4% | $77.84万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $2.09亿 | 0.11% | 8,440,355 | 5,172,202 | 158.3% | $1.28亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2.11亿 | 0.11% | 486,046 | 355,167 | 271.4% | $1.54亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2.11亿 | 0.11% | 1,440,923 | -261,316 | -15.4% | -$3,831.94万 | 减仓 |
| TECK | TECK RESOURCES LTD | $2.17亿 | 0.11% | 3,654,125 | 915,317 | 33.4% | $5,442.47万 | 加仓 |
| ALAB | ASTERA LABS INC | $2.18亿 | 0.11% | 451,800 | -398,900 | -46.9% | -$1.93亿 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $2.24亿 | 0.11% | 2,362,770 | 97,038 | 4.3% | $918.17万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2.31亿 | 0.12% | 1,215,636 | 574,321 | 89.6% | $1.09亿 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2.32亿 | 0.12% | 3,205,836 | -380,034 | -10.6% | -$2,755.63万 | 减仓 |
| ORCL | ORACLE CORP | $2.36亿 | 0.12% | 1,612,948 | -743,376 | -31.5% | -$1.09亿 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2.37亿 | 0.12% | 1,328,513 | -11,737 | -0.9% | -$209.20万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2.37亿 | 0.12% | 2,615,727 | 72,997 | 2.9% | $662.37万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $2.39亿 | 0.12% | 1,684,460 | 1,266,414 | 302.9% | $1.80亿 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $2.41亿 | 0.12% | 1,734,565 | 681,656 | 64.7% | $9,470.93万 | 加仓 |
| LIN | LINDE PLC | $2.47亿 | 0.12% | 475,408 | -279,930 | -37.1% | -$1.45亿 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.52亿 | 0.13% | 1,632,044 | 164,266 | 11.2% | $2,534.46万 | 加仓 |
| TER | TERADYNE INC | $2.54亿 | 0.13% | 525,480 | 509,080 | 3,104.1% | $2.46亿 | 加仓 |
| SNOW | SNOWFLAKE INC | $2.56亿 | 0.13% | 1,004,900 | 128,000 | 14.6% | $3,257.60万 | 加仓 |
| GIB | CGI INC | $2.64亿 | 0.13% | 4,086,494 | -689,854 | -14.4% | -$4,454.39万 | 减仓 |
| RTX | RTX CORPORATION | $2.64亿 | 0.13% | 1,393,723 | 464,702 | 50.0% | $8,816.79万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $2.65亿 | 0.13% | 3,826,186 | -7,607 | -0.2% | -$52.67万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.67亿 | 0.13% | 7,311,207 | -357,363 | -4.7% | -$1,304.02万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2.68亿 | 0.13% | 8,249,158 | -22,268 | -0.3% | -$72.37万 | 减仓 |
| URI | UNITED RENTALS INC | $2.70亿 | 0.14% | 237,971 | -2,290 | -1.0% | -$259.43万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2.76亿 | 0.14% | 1,265,265 | 249,206 | 24.5% | $5,443.91万 | 加仓 |
| HD | HOME DEPOT INC | $2.88亿 | 0.14% | 815,408 | -907,127 | -52.7% | -$3.20亿 | 减仓 |
| WMB | WILLIAMS COS INC | $2.90亿 | 0.15% | 3,903,896 | 713,385 | 22.4% | $5,303.30万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.97亿 | 0.15% | 2,644,838 | 878,593 | 49.7% | $9,868.36万 | 加仓 |
| DDOG | DATADOG INC | $2.99亿 | 0.15% | 1,146,600 | -382,900 | -25.0% | -$9,969.18万 | 减仓 |
| EMR | EMERSON ELEC CO | $3.04亿 | 0.15% | 2,124,889 | -578,738 | -21.4% | -$8,284.63万 | 减仓 |
| STN | STANTEC INC | $3.10亿 | 0.16% | 4,494,177 | 566,574 | 14.4% | $3,904.26万 | 加仓 |
| ETR | ENTERGY CORP NEW | $3.14亿 | 0.16% | 2,731,591 | 350,504 | 14.7% | $4,025.89万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $3.15亿 | 0.16% | 2,197,429 | -1,783,074 | -44.8% | -$2.56亿 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3.30亿 | 0.17% | 6,395,460 | 561,272 | 9.6% | $2,896.16万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $3.34亿 | 0.17% | 3,562,916 | 338,741 | 10.5% | $3,177.05万 | 加仓 |
| PSA | PUBLIC STORAGE | $3.36亿 | 0.17% | 1,056,860 | 195,293 | 22.7% | $6,216.37万 | 加仓 |
| KGC | KINROSS GOLD CORP | $3.38亿 | 0.17% | 14,292,788 | 1,838,720 | 14.8% | $4,343.06万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.55亿 | 0.18% | 918,237 | 144,148 | 18.6% | $5,574.64万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3.55亿 | 0.18% | 1,031,714 | -566,191 | -35.4% | -$1.95亿 | 减仓 |
| SYK | STRYKER CORPORATION | $3.64亿 | 0.18% | 1,156,684 | 234,450 | 25.4% | $7,381.42万 | 加仓 |
| DHR | DANAHER CORP DEL | $3.65亿 | 0.18% | 1,914,032 | -420,489 | -18.0% | -$8,009.47万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3.75亿 | 0.19% | 518,623 | -288,465 | -35.7% | -$2.09亿 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.78亿 | 0.19% | 4,340,899 | -113,255 | -2.5% | -$985.77万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.88亿 | 0.19% | 414,342 | -56,631 | -12.0% | -$5,297.66万 | 减仓 |
| RBA | RB GLOBAL INC | $3.90亿 | 0.20% | 3,347,363 | -122,336 | -3.5% | -$1,424.60万 | 减仓 |
| FTS | FORTIS INC | $4.20亿 | 0.21% | 7,343,075 | -218,061 | -2.9% | -$1,247.96万 | 减仓 |
| META | META PLATFORMS INC | $4.24亿 | 0.21% | 753,401 | 92,557 | 14.0% | $5,213.64万 | 加仓 |
| CSCO | CISCO SYS INC | $4.40亿 | 0.22% | 3,742,278 | -1,704,807 | -31.3% | -$2.00亿 | 减仓 |
| — | BOSTON SCIENTIFIC CORP 看涨期权 | $4.48亿 | 0.22% | 10,500,000 | 10,500,000 | — | $4.48亿 | 新建仓 |
| NTR | NUTRIEN LTD | $4.52亿 | 0.23% | 7,184,426 | 780,603 | 12.2% | $4,913.90万 | 加仓 |
| MCD | MCDONALDS CORP | $4.54亿 | 0.23% | 1,677,928 | 139,592 | 9.1% | $3,773.31万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $4.60亿 | 0.23% | 9,953,497 | -1,773,370 | -15.1% | -$8,201.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4.73亿 | 0.24% | 921,021 | 15,091 | 1.7% | $775.07万 | 加仓 |
| LLY | ELI LILLY & CO | $4.76亿 | 0.24% | 396,979 | 296,013 | 293.2% | $3.55亿 | 加仓 |
| CAE | CAE INC | $4.90亿 | 0.25% | 19,559,409 | 3,163,902 | 19.3% | $7,928.74万 | 加仓 |
| ETN | EATON CORP PLC | $4.98亿 | 0.25% | 1,167,727 | 101,118 | 9.5% | $4,308.84万 | 加仓 |
| — | SHOPIFY INC 看涨期权 | $5.25亿 | 0.26% | 4,600,000 | -900,000 | -16.4% | -$1.03亿 | 减仓 |
| FNV | FRANCO NEV CORP | $5.36亿 | 0.27% | 2,569,467 | -40,358 | -1.5% | -$841.22万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5.38亿 | 0.27% | 1,293,392 | 197,138 | 18.0% | $8,193.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5.49亿 | 0.28% | 2,162,034 | -28,274 | -1.3% | -$718.07万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.53亿 | 0.28% | 952,660 | 214,414 | 29.0% | $1.25亿 | 加仓 |
| OTEX | OPEN TEXT CORP | $5.55亿 | 0.28% | 25,041,994 | -2,196,529 | -8.1% | -$4,865.31万 | 减仓 |
| IVV | ISHARES TR | $5.56亿 | 0.28% | 742,159 | -30,057 | -3.9% | -$2,250.94万 | 减仓 |
| — | WILLIAMS COS INC 看涨期权 | $5.58亿 | 0.28% | 7,500,000 | 7,500,000 | — | $5.58亿 | 新建仓 |
| TJX | TJX COS INC NEW | $5.86亿 | 0.29% | 3,869,155 | -1,017,799 | -20.8% | -$1.54亿 | 减仓 |
| ASML | ASML HLDG NV | $5.94亿 | 0.30% | 298,655 | 19,176 | 6.9% | $3,814.95万 | 加仓 |
| KLAC | KLA CORP | $5.95亿 | 0.30% | 1,972,872 | -11,708 | -0.6% | -$353.24万 | 减仓 |
| — | NVIDIA CORPORATION 看涨期权 | $6.20亿 | 0.31% | 3,100,000 | -170,500 | -5.2% | -$3,411.53万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $6.24亿 | 0.31% | 4,020,762 | 102,480 | 2.6% | $1,589.77万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $6.25亿 | 0.31% | 7,965,126 | -1,098,752 | -12.1% | -$8,616.41万 | 减仓 |
| — | TAKE-TWO INTERACTIVE SOFTWAR 看涨期权 | $6.25亿 | 0.31% | 2,500,000 | 2,500,000 | — | $6.25亿 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $6.27亿 | 0.31% | 7,671,208 | 435,853 | 6.0% | $3,559.61万 | 加仓 |
| AVGO | BROADCOM INC | $6.57亿 | 0.33% | 1,739,123 | 565,094 | 48.1% | $2.13亿 | 加仓 |
| — | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $8.12亿 | 0.41% | 1,700,000 | 1,700,000 | — | $8.12亿 | 新建仓 |
| — | AMAZON COM INC 看涨期权 | $8.34亿 | 0.42% | 3,500,000 | 500,000 | 16.7% | $1.19亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.46亿 | 0.42% | 1,772,353 | -844,601 | -32.3% | -$4.03亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8.63亿 | 0.43% | 1,721,443 | -248,175 | -12.6% | -$1.24亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8.99亿 | 0.45% | 2,745,469 | 740,049 | 36.9% | $2.42亿 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $9.21亿 | 0.46% | 17,152,866 | 960,801 | 5.9% | $5,157.58万 | 加仓 |
| GOOG | ALPHABET INC | $9.54亿 | 0.48% | 2,700,266 | -352,771 | -11.6% | -$1.25亿 | 减仓 |