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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $2.08亿 | 0.10% | 194,962 | 731 | 0.4% | $77.84万 | 加仓 |
| ICLR | ICON PUB LTD CO | $2.08亿 | 0.10% | 1,194,860 | 1,620 | 0.1% | $28.14万 | 加仓 |
| COHR | COHERENT CORP | $2.02亿 | 0.10% | 511,146 | 452,783 | 775.8% | $1.79亿 | 加仓 |
| GEV | GE VERNOVA INC | $2.01亿 | 0.10% | 171,011 | -45,885 | -21.2% | -$5,390.85万 | 减仓 |
| APH | AMPHENOL CORP | $1.99亿 | 0.10% | 1,127,797 | 998,334 | 771.1% | $1.76亿 | 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 |
| CCJ | CAMECO CORP | $1.98亿 | 0.10% | 1,944,936 | 916,750 | 89.2% | $9,338.02万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.97亿 | 0.10% | 662,760 | -293,697 | -30.7% | -$8,748.94万 | 减仓 |
| ABBV | ABBVIE INC | $1.95亿 | 0.10% | 775,386 | 493,786 | 175.4% | $1.24亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.94亿 | 0.10% | 4,556,876 | -2,695,870 | -37.2% | -$1.15亿 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.94亿 | 0.10% | 567,729 | 546,905 | 2,626.3% | $1.87亿 | 加仓 |
| C | CITIGROUP INC | $1.89亿 | 0.09% | 1,348,193 | 858,140 | 175.1% | $1.20亿 | 加仓 |
| SNDK | SANDISK CORP | $1.87亿 | 0.09% | 82,149 | 82,149 | — | $1.87亿 | 新建仓 |
| UNP | UNION PAC CORP | $1.84亿 | 0.09% | 676,183 | 252,849 | 59.7% | $6,877.49万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1.80亿 | 0.09% | 417,616 | -213,060 | -33.8% | -$9,192.69万 | 减仓 |
| HUM | HUMANA INC | $1.76亿 | 0.09% | 444,090 | 444,090 | — | $1.76亿 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1.76亿 | 0.09% | 579,086 | -25,509 | -4.2% | -$773.23万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1.74亿 | 0.09% | 2,157,381 | -41,483 | -1.9% | -$334.23万 | 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 |
| CRH | CRH PLC | $1.71亿 | 0.09% | 1,595,694 | -169,781 | -9.6% | -$1,816.66万 | 减仓 |
| PEP | PEPSICO INC | $1.70亿 | 0.09% | 1,256,760 | -36,124 | -2.8% | -$489.12万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.69亿 | 0.08% | 450,564 | -475 | -0.1% | -$17.83万 | 减仓 |
| USIG | ISHARES TR | $1.69亿 | 0.08% | 3,295,494 | 114,082 | 3.6% | $585.13万 | 加仓 |
| GE | GE AEROSPACE | $1.68亿 | 0.08% | 449,522 | 384,804 | 594.6% | $1.44亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.63亿 | 0.08% | 141,535 | -323,016 | -69.5% | -$3.73亿 | 减仓 |
| CME | CME GROUP INC | $1.63亿 | 0.08% | 738,318 | -314,891 | -29.9% | -$6,953.74万 | 减仓 |
| WRB | BERKLEY W R CORP | $1.62亿 | 0.08% | 2,293,864 | -57 | -0.0% | -$4,020 | 减仓 |
| BA | BOEING CO | $1.54亿 | 0.08% | 710,100 | 87,500 | 14.1% | $1,894.11万 | 加仓 |
| CSX | CSX CORP | $1.52亿 | 0.08% | 3,188,410 | 2,879,760 | 933.0% | $1.37亿 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.50亿 | 0.07% | 1,201,643 | -11,201 | -0.9% | -$139.39万 | 减仓 |
| HDB | HDFC BANK LTD | $1.49亿 | 0.07% | 5,764,443 | 2,187,707 | 61.2% | $5,650.85万 | 加仓 |
| FLEX | FLEX LTD | $1.47亿 | 0.07% | 905,660 | 894,860 | 8,285.7% | $1.45亿 | 加仓 |
| ARGX | ARGENX SE | $1.47亿 | 0.07% | 157,940 | 73,740 | 87.6% | $6,841.38万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1.46亿 | 0.07% | 1,009,382 | 1,004,404 | 20,176.9% | $1.45亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.45亿 | 0.07% | 289,781 | -6,698 | -2.3% | -$335.16万 | 减仓 |
| BROS | DUTCH BROS INC | $1.44亿 | 0.07% | 2,011,800 | 981,500 | 95.3% | $7,048.15万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1.44亿 | 0.07% | 744,244 | -13,186 | -1.7% | -$254.78万 | 减仓 |
| AME | AMETEK INC | $1.42亿 | 0.07% | 585,373 | -37,604 | -6.0% | -$909.79万 | 减仓 |
| WELL | WELLTOWER INC | $1.41亿 | 0.07% | 621,372 | -35,615 | -5.4% | -$808.35万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1.39亿 | 0.07% | 585,280 | -159,916 | -21.5% | -$3,798.96万 | 减仓 |
| INTU | INTUIT | $1.38亿 | 0.07% | 527,667 | -12,547 | -2.3% | -$327.48万 | 减仓 |
| IGF | ISHARES TR | $1.34亿 | 0.07% | 2,011,519 | 78,550 | 4.1% | $523.14万 | 加仓 |
| MDT | MEDTRONIC PLC | $1.32亿 | 0.07% | 1,683,531 | -310,680 | -15.6% | -$2,430.45万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.31亿 | 0.07% | 768,604 | -794,539 | -50.8% | -$1.35亿 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.29亿 | 0.06% | 1,727,640 | 40,122 | 2.4% | $300.15万 | 加仓 |
| DHI | D R HORTON INC | $1.25亿 | 0.06% | 768,806 | 371 | 0.0% | $6.04万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1.25亿 | 0.06% | 1,534,400 | -248,300 | -13.9% | -$2,024.89万 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.23亿 | 0.06% | 568,525 | 394,346 | 226.4% | $8,541.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.22亿 | 0.06% | 496,307 | 479,840 | 2,913.9% | $1.18亿 | 加仓 |
| AGI | ALAMOS GOLD INC | $1.22亿 | 0.06% | 4,020,004 | -396,693 | -9.0% | -$1,203.57万 | 减仓 |
| WFG | WEST FRASER TIMBER CO LTD | $1.22亿 | 0.06% | 1,795,555 | 38,125 | 2.2% | $258.07万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $1.21亿 | 0.06% | 366,566 | 350,585 | 2,193.8% | $1.16亿 | 加仓 |
| INTC | INTEL CORP | $1.17亿 | 0.06% | 839,447 | 839,447 | — | $1.17亿 | 新建仓 |
| CPRT | COPART INC | $1.16亿 | 0.06% | 4,102,928 | 532,684 | 14.9% | $1,501.64万 | 加仓 |
| TWLO | TWILIO INC | $1.15亿 | 0.06% | 555,500 | 521,927 | 1,554.6% | $1.08亿 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $1.13亿 | 0.06% | 410,900 | 150,200 | 57.6% | $4,148.07万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.13亿 | 0.06% | 1,866,366 | -17,992 | -1.0% | -$109.16万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.12亿 | 0.06% | 466,794 | -134,057 | -22.3% | -$3,204.10万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1.11亿 | 0.06% | 520,084 | 129,179 | 33.0% | $2,752.55万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.08亿 | 0.05% | 234,976 | 42,374 | 22.0% | $1,945.52万 | 加仓 |
| FROG | JFROG LTD | $1.08亿 | 0.05% | 1,184,200 | 857,900 | 262.9% | $7,796.60万 | 加仓 |
| MS | MORGAN STANLEY | $1.05亿 | 0.05% | 500,207 | 470,846 | 1,603.6% | $9,842.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.02亿 | 0.05% | 256,393 | 92,475 | 56.4% | $3,677.55万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1.02亿 | 0.05% | 648,800 | 565,200 | 676.1% | $8,875.34万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.02亿 | 0.05% | 1,756,051 | -36,998 | -2.1% | -$214.00万 | 减仓 |
| ALC | ALCON AG | $1.01亿 | 0.05% | 1,507,303 | 1,033,842 | 218.4% | $6,937.08万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.01亿 | 0.05% | 1,242,563 | 1,924 | 0.2% | $15.62万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1.01亿 | 0.05% | 961,185 | 938,785 | 4,191.0% | $9,826.26万 | 加仓 |
| USB | US BANCORP | $9,991.85万 | 0.05% | 1,654,280 | 1,630,465 | 6,846.4% | $9,848.01万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $9,987.02万 | 0.05% | 446,547 | 337,815 | 310.7% | $7,555.23万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $9,887.11万 | 0.05% | 367,742 | 320,360 | 676.1% | $8,613.20万 | 加仓 |
| DE | DEERE & CO | $9,825.01万 | 0.05% | 154,888 | -1,358 | -0.9% | -$86.14万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9,807.79万 | 0.05% | 254,609 | 109,221 | 75.1% | $4,207.30万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $9,796.99万 | 0.05% | 1,019,246 | -24,968 | -2.4% | -$239.99万 | 减仓 |
| TXN | TEXAS INSTRS INC | $9,769.18万 | 0.05% | 327,748 | 25,614 | 8.5% | $763.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $9,465.03万 | 0.05% | 1,145,333 | -699,540 | -37.9% | -$5,781.00万 | 减仓 |
| ASH | ASHLAND INC | $9,284.72万 | 0.05% | 1,409,124 | -6,296 | -0.4% | -$41.48万 | 减仓 |
| AOS | SMITH A O CORP | $9,208.00万 | 0.05% | 1,468,113 | 222,000 | 17.8% | $1,392.38万 | 加仓 |
| CB | CHUBB LIMITED | $9,131.46万 | 0.05% | 267,989 | -421,677 | -61.1% | -$1.44亿 | 减仓 |
| ATI | ATI INC | $9,056.41万 | 0.05% | 459,483 | 307,969 | 203.3% | $6,070.07万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $9,052.75万 | 0.05% | 449,023 | 846 | 0.2% | $17.06万 | 加仓 |
| MDB | MONGODB INC | $9,045.79万 | 0.05% | 269,300 | -107,700 | -28.6% | -$3,617.64万 | 减仓 |
| NEM | NEWMONT CORP | $8,961.09万 | 0.04% | 959,432 | -304,414 | -24.1% | -$2,843.23万 | 减仓 |
| ICVT | ISHARES TR | $8,947.18万 | 0.04% | 734,942 | -122,218 | -14.3% | -$1,487.88万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $8,917.19万 | 0.04% | 306,865 | -319,710 | -51.0% | -$9,290.45万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $8,909.95万 | 0.04% | 588,776 | -22,988 | -3.8% | -$347.88万 | 减仓 |
| VLO | VALERO ENERGY CORP | $8,879.83万 | 0.04% | 340,955 | -992,188 | -74.4% | -$2.58亿 | 减仓 |
| AGG | ISHARES TR | $8,863.53万 | 0.04% | 895,487 | -45,036 | -4.8% | -$445.77万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $8,842.98万 | 0.04% | 249,400 | -50,600 | -16.9% | -$1,794.12万 | 减仓 |
| AMRZ | AMRIZE LTD | $8,757.24万 | 0.04% | 1,643,010 | 242,890 | 17.3% | $1,294.60万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $8,685.11万 | 0.04% | 3,705,252 | 106,282 | 3.0% | $249.13万 | 加仓 |
| TU | TELUS CORPORATION | $8,500.05万 | 0.04% | 8,041,671 | -16,782,707 | -67.6% | -$1.77亿 | 减仓 |
| ACWV | ISHARES INC | $8,454.33万 | 0.04% | 703,180 | -220,927 | -23.9% | -$2,656.21万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $8,428.40万 | 0.04% | 447,510 | 92,190 | 25.9% | $1,736.31万 | 加仓 |
| UBS | UBS GROUP AG | $8,410.33万 | 0.04% | 1,697,000 | 1,651,500 | 3,629.7% | $8,184.83万 | 重新持有 |
| IWC | ISHARES TR | $8,236.95万 | 0.04% | 411,765 | -35,161 | -7.9% | -$703.36万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $8,225.96万 | 0.04% | 504,722 | -19,314 | -3.7% | -$314.78万 | 减仓 |
| EMB | ISHARES TR | $8,187.74万 | 0.04% | 848,998 | 11,487 | 1.4% | $110.78万 | 加仓 |
| USHY | ISHARES TR | $8,170.91万 | 0.04% | 2,207,160 | 61,873 | 2.9% | $229.05万 | 加仓 |
| MCO | MOODYS CORP | $7,943.18万 | 0.04% | 175,377 | 71,298 | 68.5% | $3,229.23万 | 加仓 |