Leith Wheeler Investment Counsel Ltd.
VANCOUVER A1 · SEC CIK 0001353651
$13.16亿2026Q2 申报市值
85持仓数
56.9%前十大占比 · 第一大 32.8%
5 / 5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
CCL 新建仓+$2,092.29万
MSFT 加仓+$2,089.43万
VSGX 新建仓+$908.60万
HLI 新建仓+$830.10万
META 加仓+$570.84万
2026Q2 卖出最多 按季末市值估算
QQQM 清仓-$2,525.66万
WYNN 清仓-$1,522.26万
HSIC 减仓-$1,369.99万
SPDR MSCI EAFA F 清仓-$1,105.62万
KD 清仓-$846.94万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S AND P 500 ETF | $4.32亿 | 32.80% | 576,529 | -508 | -0.1% | -$38.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,428.94万 | 3.37% | 118,732 | 56,014 | 89.3% | $2,089.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,051.35万 | 3.08% | 97,475 | -11,961 | -10.9% | -$497.13万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $3,967.84万 | 3.01% | 111,029 | -618 | -0.6% | -$22.09万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $3,617.82万 | 2.75% | 105,448 | 269 | 0.3% | $9.23万 | 加仓 |
| BWA | BORGWARNER INC | $3,527.18万 | 2.68% | 531,201 | 38,399 | 7.8% | $254.97万 | 加仓 |
| WFC | WELLS FARGO and CO | $3,382.03万 | 2.57% | 409,248 | 559 | 0.1% | $4.62万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,114.22万 | 2.37% | 107,169 | -225 | -0.2% | -$6.54万 | 减仓 |
| DIS | WALT DISNEY CO | $3,063.22万 | 2.33% | 318,257 | -678 | -0.2% | -$6.53万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,587.96万 | 1.97% | 330,814 | 7,430 | 2.3% | $58.12万 | 加仓 |
| META | META PLATFORMS INC-CLASS A | $2,584.49万 | 1.96% | 45,882 | 10,134 | 28.3% | $570.84万 | 加仓 |
| BDX | BECTON DICKINSON AND CO | $2,374.26万 | 1.80% | 156,893 | -1,369 | -0.9% | -$20.72万 | 减仓 |
| CRM | SALESFORCE.COM INC | $2,234.21万 | 1.70% | 142,615 | 309 | 0.2% | $4.84万 | 加仓 |
| ADSK | AUTODESK INC | $2,107.92万 | 1.60% | 108,421 | -1,063 | -1.0% | -$20.67万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $2,092.29万 | 1.59% | 732,339 | 732,339 | — | $2,092.29万 | 新建仓 |
| JPM | JPMORGAN CHASE and CO | $2,078.18万 | 1.58% | 63,489 | -548 | -0.9% | -$17.94万 | 减仓 |
| IFF | INTL FLAVORS AND FRAGRANCES | $2,030.04万 | 1.54% | 256,254 | -2,860 | -1.1% | -$22.66万 | 减仓 |
| QCOM | QUALCOMM INC | $1,640.23万 | 1.25% | 88,762 | -38,702 | -30.4% | -$715.17万 | 减仓 |
| HSIC | HENRY SCHEIN INC | $1,597.60万 | 1.21% | 191,283 | -164,031 | -46.2% | -$1,369.99万 | 减仓 |
| SEIC | SEI INVESTMENTS COMPANY | $1,530.59万 | 1.16% | 174,506 | -21,743 | -11.1% | -$190.71万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $1,516.36万 | 1.15% | 43,316 | -388 | -0.9% | -$13.58万 | 减仓 |
| CPAY | CORPAY INC | $1,472.15万 | 1.12% | 44,173 | -3,473 | -7.3% | -$115.74万 | 减仓 |
| GMED | GLOBUS MEDICAL INC - A | $1,382.15万 | 1.05% | 174,934 | 15,399 | 9.7% | $121.67万 | 加仓 |
| NKE | NIKE INC -CL B | $1,338.62万 | 1.02% | 326,094 | 1,526 | 0.5% | $6.26万 | 加仓 |
| ICLR | ICON PLC | $1,316.62万 | 1.00% | 75,794 | -5,614 | -6.9% | -$97.52万 | 减仓 |
| FA | FIRST ADVANTAGE CORP | $1,303.04万 | 0.99% | 721,906 | -6,426 | -0.9% | -$11.60万 | 减仓 |
| LPX | LOUISIANA-PACIFIC CORP | $1,295.74万 | 0.98% | 164,727 | 65,663 | 66.3% | $516.51万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,257.34万 | 0.96% | 344,572 | -3,053 | -0.9% | -$11.14万 | 减仓 |
| EFAX | SPDR MSCI EAFA FOSSIL FUEL | $1,222.60万 | 0.93% | 225,900 | 6,373 | 2.9% | $34.49万 | 重新持有 |
| COR | CENCORA INC | $1,126.35万 | 0.86% | 39,803 | -422 | -1.0% | -$11.94万 | 减仓 |
| ORI | OLD REPUBLIC INTL CORP | $1,125.64万 | 0.86% | 275,082 | -2,451 | -0.9% | -$10.03万 | 减仓 |
| MIDD | MIDDLEBY CORP | $1,102.67万 | 0.84% | 64,105 | -573 | -0.9% | -$9.86万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO-A | $1,086.98万 | 0.83% | 69,687 | -624 | -0.9% | -$9.73万 | 减仓 |
| CCK | CROWN HOLDINGS INC | $1,068.26万 | 0.81% | 95,534 | -847 | -0.9% | -$9.47万 | 减仓 |
| SNA | SNAP-ON INC | $1,067.89万 | 0.81% | 26,538 | -237 | -0.9% | -$9.54万 | 减仓 |
| AWR | AMERICAN STATES WATER CO | $1,033.78万 | 0.79% | 125,110 | -1,115 | -0.9% | -$9.21万 | 减仓 |
| HAYW | HAYWARD HOLDINGS INC | $970.97万 | 0.74% | 560,929 | -5,041 | -0.9% | -$8.73万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $965.48万 | 0.73% | 51,608 | -622 | -1.2% | -$11.64万 | 减仓 |
| GL | GLOBE LIFE INC | $961.58万 | 0.73% | 53,816 | -475 | -0.9% | -$8.49万 | 减仓 |
| MKSI | MKS INC | $948.85万 | 0.72% | 21,332 | -15,902 | -42.7% | -$707.32万 | 减仓 |
| VSGX | VANGUARD ESG INTL STOCK ETF | $908.60万 | 0.69% | 110,347 | 110,347 | — | $908.60万 | 新建仓 |
| CSL | CARLISLE COS INC | $903.36万 | 0.69% | 24,903 | -221 | -0.9% | -$8.02万 | 减仓 |
| GNTX | GENTEX CORP | $869.61万 | 0.66% | 344,126 | -3,052 | -0.9% | -$7.71万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $859.32万 | 0.65% | 148,569 | -57,526 | -27.9% | -$332.73万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $830.10万 | 0.63% | 61,888 | 61,888 | — | $830.10万 | 新建仓 |
| CNM | CORE AND MAIN INC-CLASS A | $808.36万 | 0.61% | 167,536 | -1,489 | -0.9% | -$7.18万 | 减仓 |
| WAT | WATERS CORP | $792.91万 | 0.60% | 21,142 | -193 | -0.9% | -$7.24万 | 减仓 |
| RRC | RANGE RESOURCES CORP | $744.46万 | 0.57% | 200,178 | 14,521 | 7.8% | $54.00万 | 加仓 |
| WH | WYNDHAM HOTELS AND RESORTS INC | $732.75万 | 0.56% | 87,014 | -775 | -0.9% | -$6.53万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $723.29万 | 0.55% | 856,980 | -7,618 | -0.9% | -$6.43万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC-CL A | $573.09万 | 0.44% | 78,522 | 23,231 | 42.0% | $169.55万 | 加仓 |
| OCTV | OCTAVE INTELLIGENCE-CL B | $448.63万 | 0.34% | 275,234 | 275,234 | — | $448.63万 | 新建仓 |
| AAPL | APPLE INC | $418.10万 | 0.32% | 14,449 | -360 | -2.4% | -$10.42万 | 减仓 |
| SPY | SPDR S AND P 500 ETF TRUST | $265.10万 | 0.20% | 3,550 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV-NY REG SHS | $261.01万 | 0.20% | 1,312 | 82 | 6.7% | $16.31万 | 加仓 |
| ORCL | ORACLE CORP | $251.92万 | 0.19% | 17,190 | 760 | 4.6% | $11.14万 | 加仓 |
| — | GLOBAL X S AND P CATH VAL DEVEL | $230.27万 | 0.17% | 58,021 | -279 | -0.5% | -$1.11万 | 减仓 |
| NVDA | NVIDIA CORP | $220.10万 | 0.17% | 11,000 | -2,000 | -15.4% | -$40.02万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $214.75万 | 0.16% | 6,078 | -553 | -8.3% | -$19.54万 | 减仓 |
| JNJ | JOHNSON and JOHNSON | $197.26万 | 0.15% | 7,767 | 150 | 2.0% | $3.81万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $165.70万 | 0.13% | 15,951 | -1,040 | -6.1% | -$10.80万 | 减仓 |
| AMZN | AMAZON.COM INC | $160.95万 | 0.12% | 6,753 | -300 | -4.3% | -$7.15万 | 减仓 |
| PG | PROCTER and GAMBLE CO THE | $129.38万 | 0.10% | 8,823 | 324 | 3.8% | $4.75万 | 加仓 |
| MA | MASTERCARD INC - A | $127.89万 | 0.10% | 2,490 | 50 | 2.0% | $2.57万 | 加仓 |
| PEP | PEPSICO INC | $119.08万 | 0.09% | 8,795 | -200 | -2.2% | -$2.71万 | 减仓 |
| UL | UNILEVER PLC-SPONSORED ADR | $109.46万 | 0.08% | 18,207 | 620 | 3.5% | $3.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $93.82万 | 0.07% | 1,875 | 20 | 1.1% | $1.00万 | 加仓 |
| TSLA | TESLA INC | $68.56万 | 0.05% | 1,630 | -370 | -18.5% | -$15.56万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $64.73万 | 0.05% | 7,134 | -1,700 | -19.2% | -$15.43万 | 减仓 |
| SAP | SAP AG-SPONSORED ADR | $60.41万 | 0.05% | 3,920 | 250 | 6.8% | $3.85万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $54.61万 | 0.04% | 540 | -60 | -10.0% | -$6.07万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $50.52万 | 0.04% | 5,510 | 200 | 3.8% | $1.83万 | 加仓 |
| OEF | ISHARES S AND P 100 ETF | $43.90万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOT WORLD STK ETF | $40.65万 | 0.03% | 2,590 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $37.77万 | 0.03% | 8,850 | 250 | 2.9% | $1.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $35.18万 | 0.03% | 1,040 | -260 | -20.0% | -$8.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $33.96万 | 0.03% | 363 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI ISRAEL ETF | $33.80万 | 0.03% | 2,800 | 2,800 | — | $33.80万 | 新建仓 |
| IQV | IQVIA HOLDINGS INC | $32.29万 | 0.02% | 1,671 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $27.77万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.72万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG-ADR | $27.35万 | 0.02% | 1,745 | 300 | 20.8% | $4.70万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $24.35万 | 0.02% | 2,750 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL | $23.90万 | 0.02% | 1,321 | -205 | -13.4% | -$3.71万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $20.44万 | 0.02% | 917 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -106,290 | -100.0% | -$2,525.66万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -149,902 | -100.0% | -$1,522.26万 | 清仓 |
| — | SPDR MSCI EAFA FOSSIL FUEL | $0 | 0.00% | 0 | -222,164 | -100.0% | -$1,105.62万 | 清仓 |
| KD | KYNDRYL HOLDINGS INC | $0 | 0.00% | 0 | -645,533 | -100.0% | -$846.94万 | 清仓 |
| UHS | UNIVERSAL HEALTH SERVICES-B | $0 | 0.00% | 0 | -33,592 | -100.0% | -$601.20万 | 清仓 |