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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $10.37亿 | 0.52% | 9,079,131 | -1,108,611 | -10.9% | -$1.27亿 | 减仓 |
| MFC | MANULIFE FINL CORP | $10.44亿 | 0.52% | 25,779,357 | -2,469,357 | -8.7% | -$1.00亿 | 减仓 |
| V | VISA INC | $10.79亿 | 0.54% | 3,146,348 | 318,441 | 11.3% | $1.09亿 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $11.11亿 | 0.56% | 28,134,122 | 197,564 | 0.7% | $780.38万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $12.21亿 | 0.61% | 14,086,643 | -56,187 | -0.4% | -$486.86万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $12.43亿 | 0.62% | 7,456,684 | 343,080 | 4.8% | $5,718.80万 | 加仓 |
| — | MICROSOFT CORP 看涨期权 | $12.68亿 | 0.64% | 3,400,000 | -100,000 | -2.9% | -$3,730.20万 | 减仓 |
| TRP | TC ENERGY CORP | $13.59亿 | 0.68% | 20,499,907 | -1,538,129 | -7.0% | -$1.02亿 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $14.11亿 | 0.71% | 16,250,132 | -2,004,144 | -11.0% | -$1.74亿 | 减仓 |
| AAPL | APPLE INC | $14.37亿 | 0.72% | 4,967,048 | -106,166 | -2.1% | -$3,072.02万 | 减仓 |
| ENB | ENBRIDGE INC | $15.52亿 | 0.78% | 28,620,616 | -450,453 | -1.5% | -$2,441.91万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $16.44亿 | 0.82% | 9,303,809 | -296,120 | -3.1% | -$5,232.44万 | 减仓 |
| GOOGL | ALPHABET INC | $16.98亿 | 0.85% | 4,751,760 | 903,067 | 23.5% | $3.23亿 | 加仓 |
| AMZN | AMAZON COM INC | $17.12亿 | 0.86% | 7,183,134 | -1,166,776 | -14.0% | -$2.78亿 | 减仓 |
| BN | BROOKFIELD CORP | $18.10亿 | 0.91% | 42,497,472 | -448,158 | -1.0% | -$1,908.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $18.88亿 | 0.95% | 9,435,289 | -31,359 | -0.3% | -$627.46万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $19.70亿 | 0.99% | 16,518,344 | -2,164,896 | -11.6% | -$2.58亿 | 减仓 |
| MSFT | MICROSOFT CORP | $24.57亿 | 1.23% | 6,586,763 | 263,335 | 4.2% | $9,822.92万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $34.10亿 | 1.71% | 28,083,509 | -2,262,477 | -7.5% | -$2.75亿 | 减仓 |
| RY | ROYAL BK CDA | $35.26亿 | 1.77% | 17,036,711 | 530,885 | 3.2% | $1.10亿 | 加仓 |
| — | SPDR S&P 500 ETF TR 看跌期权 | $1,120.91亿 | 56.21% | 150,101,000 | 107,601,000 | 253.2% | $803.53亿 | 加仓 |