Leith Wheeler Investment Counsel Ltd.
VANCOUVER A1 · SEC CIK 0001353651
$12.10亿2026Q1 申报市值
84持仓数
53.9%前十大占比 · 第一大 31.2%
8 / 10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
MSFT 加仓+$2,129.37万
WYNN 新建仓+$1,522.26万
SPDR MSCI EAFA F 新建仓+$1,105.62万
ICLR 新建仓+$900.86万
V 加仓+$880.24万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$6,343.45万
ELECTRONIC ARTS 清仓-$1,377.86万
LHX 减仓-$1,374.77万
GPN 清仓-$1,214.44万
KEYS 减仓-$764.12万
2026Q1 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 | $3.77亿 | 31.16% | 577,037 | -97,112 | -14.4% | -$6,343.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,706.70万 | 3.06% | 107,394 | -39,831 | -27.1% | -$1,374.77万 | 减仓 |
| WFC | WELLS FARGO and CO | $3,253.57万 | 2.69% | 408,689 | 2,199 | 0.5% | $17.51万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $3,210.52万 | 2.65% | 111,647 | -22,657 | -16.9% | -$651.52万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $3,178.93万 | 2.63% | 105,179 | 29,124 | 38.3% | $880.24万 | 加仓 |
| DIS | WALT DISNEY CO | $3,073.90万 | 2.54% | 318,935 | 23,388 | 7.9% | $225.41万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,961.23万 | 2.45% | 109,436 | 354 | 0.3% | $9.58万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,802.12万 | 2.32% | 323,384 | 4,540 | 1.4% | $39.34万 | 加仓 |
| BWA | BORGWARNER INC | $2,673.94万 | 2.21% | 492,802 | -44,361 | -8.3% | -$240.70万 | 减仓 |
| CRM | SALESFORCE.COM INC | $2,656.43万 | 2.20% | 142,306 | 2,365 | 1.7% | $44.15万 | 加仓 |
| ADSK | AUTODESK INC | $2,621.05万 | 2.17% | 109,484 | 11,671 | 11.9% | $279.40万 | 加仓 |
| HSIC | HENRY SCHEIN INC | $2,618.66万 | 2.16% | 355,314 | -8,079 | -2.2% | -$59.54万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2,525.66万 | 2.09% | 106,290 | 150 | 0.1% | $3.56万 | 加仓 |
| BDX | BECTON DICKINSON AND CO | $2,488.35万 | 2.06% | 158,262 | 1,277 | 0.8% | $20.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,321.63万 | 1.92% | 62,718 | 57,524 | 1,107.5% | $2,129.37万 | 加仓 |
| META | META PLATFORMS INC-CLASS A | $2,045.25万 | 1.69% | 35,748 | 7,287 | 25.6% | $416.91万 | 加仓 |
| JPM | JPMORGAN CHASE and CO | $1,883.71万 | 1.56% | 64,037 | 166 | 0.3% | $4.88万 | 加仓 |
| IFF | INTL FLAVORS AND FRAGRANCES | $1,879.87万 | 1.55% | 259,114 | 685 | 0.3% | $4.97万 | 加仓 |
| NKE | NIKE INC -CL B | $1,714.37万 | 1.42% | 324,568 | 13,072 | 4.2% | $69.05万 | 加仓 |
| QCOM | QUALCOMM INC | $1,641.48万 | 1.36% | 127,464 | 289 | 0.2% | $3.72万 | 加仓 |
| SEIC | SEI INVESTMENTS COMPANY | $1,539.97万 | 1.27% | 196,249 | -134 | -0.1% | -$1.05万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $1,522.26万 | 1.26% | 149,902 | 149,902 | — | $1,522.26万 | 新建仓 |
| CPAY | CORPAY INC | $1,386.45万 | 1.15% | 47,646 | -4,027 | -7.8% | -$117.18万 | 减仓 |
| GMED | GLOBUS MEDICAL INC - A | $1,374.55万 | 1.14% | 159,535 | -13,788 | -8.0% | -$118.80万 | 减仓 |
| COR | CENCORA INC | $1,263.63万 | 1.04% | 40,225 | 54 | 0.1% | $1.70万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,255.62万 | 1.04% | 347,625 | -238 | -0.1% | -$8,597 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $1,234.07万 | 1.02% | 43,704 | -27,061 | -38.2% | -$764.12万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $1,187.93万 | 0.98% | 206,095 | -180 | -0.1% | -$1.04万 | 减仓 |
| ORI | OLD REPUBLIC INTL CORP | $1,107.36万 | 0.92% | 277,533 | 20,324 | 7.9% | $81.09万 | 加仓 |
| — | SPDR MSCI EAFA FOSSIL FUEL | $1,105.62万 | 0.91% | 222,164 | 222,164 | — | $1,105.62万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $985.63万 | 0.81% | 52,230 | -9 | -0.0% | -$1,698 | 减仓 |
| SNA | SNAP-ON INC | $972.52万 | 0.80% | 26,775 | -22 | -0.1% | -$7,991 | 减仓 |
| CCK | CROWN HOLDINGS INC | $966.22万 | 0.80% | 96,381 | -67 | -0.1% | -$6,717 | 减仓 |
| AWR | AMERICAN STATES WATER CO | $954.51万 | 0.79% | 126,225 | 47,725 | 60.8% | $360.90万 | 加仓 |
| ICLR | ICON PLC | $900.86万 | 0.74% | 81,408 | 81,408 | — | $900.86万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO-A | $890.56万 | 0.74% | 70,311 | -48 | -0.1% | -$6,080 | 减仓 |
| MIDD | MIDDLEBY CORP | $857.50万 | 0.71% | 64,678 | -44 | -0.1% | -$5,834 | 减仓 |
| FA | FIRST ADVANTAGE CORP | $856.52万 | 0.71% | 728,332 | 135,418 | 22.8% | $159.25万 | 加仓 |
| MKSI | MKS INC | $855.67万 | 0.71% | 37,234 | -11,235 | -23.2% | -$258.19万 | 减仓 |
| KD | KYNDRYL HOLDINGS INC | $846.94万 | 0.70% | 645,533 | 1,434 | 0.2% | $1.88万 | 加仓 |
| RRC | RANGE RESOURCES CORP | $838.80万 | 0.69% | 185,657 | 17,325 | 10.3% | $78.27万 | 加仓 |
| CSL | CARLISLE COS INC | $838.19万 | 0.69% | 25,124 | -17 | -0.1% | -$5,672 | 减仓 |
| CNM | CORE AND MAIN INC-CLASS A | $834.98万 | 0.69% | 169,025 | -117 | -0.1% | -$5,780 | 减仓 |
| GNTX | GENTEX CORP | $758.58万 | 0.63% | 347,178 | 46,017 | 15.3% | $100.55万 | 加仓 |
| HAYW | HAYWARD HOLDINGS INC | $757.27万 | 0.63% | 565,970 | -387 | -0.1% | -$5,178 | 减仓 |
| GL | GLOBE LIFE INC | $755.57万 | 0.62% | 54,291 | -37 | -0.1% | -$5,149 | 减仓 |
| LPX | LOUISIANA-PACIFIC CORP | $720.69万 | 0.60% | 99,064 | 18,577 | 23.1% | $135.15万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $719.35万 | 0.59% | 864,598 | 135,057 | 18.5% | $112.37万 | 加仓 |
| WH | WYNDHAM HOTELS AND RESORTS INC | $713.11万 | 0.59% | 87,789 | -87 | -0.1% | -$7,067 | 减仓 |
| WAT | WATERS CORP | $635.36万 | 0.53% | 21,335 | 21,335 | — | $635.36万 | 新建仓 |
| UHS | UNIVERSAL HEALTH SERVICES-B | $601.20万 | 0.50% | 33,592 | -23 | -0.1% | -$4,116 | 减仓 |
| AAPL | APPLE INC | $375.84万 | 0.31% | 14,809 | 141 | 1.0% | $3.58万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC-CL A | $365.53万 | 0.30% | 55,291 | 55,291 | — | $365.53万 | 新建仓 |
| ORCL | ORACLE CORP | $241.70万 | 0.20% | 16,430 | 640 | 4.1% | $9.42万 | 加仓 |
| SPY | SPDR S AND P 500 ETF TRUST | $230.87万 | 0.19% | 3,550 | -35 | -1.0% | -$2.28万 | 减仓 |
| NVDA | NVIDIA CORP | $226.72万 | 0.19% | 13,000 | -1,000 | -7.1% | -$17.44万 | 减仓 |
| — | GLOBAL X S AND P CATH VAL DEVEL | $215.05万 | 0.18% | 58,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC-CL C | $190.22万 | 0.16% | 6,631 | 600 | 9.9% | $17.21万 | 加仓 |
| JNJ | JOHNSON and JOHNSON | $186.19万 | 0.15% | 7,617 | 2,720 | 55.5% | $66.49万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $165.03万 | 0.14% | 16,991 | -95 | -0.6% | -$9,227 | 减仓 |
| ASML | ASML HOLDING NV-NY REG SHS | $162.46万 | 0.13% | 1,230 | 1,230 | — | $162.46万 | 新建仓 |
| AMZN | AMAZON.COM INC | $146.89万 | 0.12% | 7,053 | 400 | 6.0% | $8.33万 | 加仓 |
| PEP | PEPSICO INC | $139.68万 | 0.12% | 8,995 | 30 | 0.3% | $4,659 | 加仓 |
| PG | PROCTER and GAMBLE CO THE | $122.76万 | 0.10% | 8,499 | 2,580 | 43.6% | $37.27万 | 加仓 |
| MA | MASTERCARD INC - A | $121.92万 | 0.10% | 2,440 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC-SPONSORED ADR | $100.19万 | 0.08% | 17,587 | 7,421 | 73.0% | $42.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $90.70万 | 0.07% | 8,834 | 2,779 | 45.9% | $28.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $88.89万 | 0.07% | 1,855 | 10 | 0.5% | $4,792 | 加仓 |
| TSLA | TESLA INC | $74.35万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| SAP | SAP AG-SPONSORED ADR | $62.83万 | 0.05% | 3,670 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $53.97万 | 0.04% | 8,600 | -850 | -9.0% | -$5.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.76万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE CO | $45.26万 | 0.04% | 5,310 | 60 | 1.1% | $5,114 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $39.32万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S AND P 100 ETF | $38.17万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $36.17万 | 0.03% | 363 | -8 | -2.2% | -$7,971 | 减仓 |
| VT | VANGUARD TOT WORLD STK ETF | $35.83万 | 0.03% | 2,590 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HOLDINGS INC | $28.50万 | 0.02% | 1,671 | 1,671 | — | $28.50万 | 新建仓 |
| HD | HOME DEPOT INC | $25.85万 | 0.02% | 786 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL | $25.23万 | 0.02% | 1,526 | -17 | -1.1% | -$2,811 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $23.45万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $22.67万 | 0.02% | 2,750 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG-ADR | $22.07万 | 0.02% | 1,445 | 1,445 | — | $22.07万 | 新建仓 |
| WM | WASTE MANAGEMENT INC | $21.07万 | 0.02% | 917 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -67,433 | -100.0% | -$1,377.86万 | 清仓 |
| GPN | GLOBAL PAYMENTS INC | $0 | 0.00% | 0 | -156,904 | -100.0% | -$1,214.44万 | 清仓 |
| EFAX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNX | TD SYNNEX CORP | $0 | 0.00% | 0 | -15,030 | -100.0% | -$225.80万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -12,740 | -100.0% | -$109.91万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -6,280 | -100.0% | -$42.18万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -1,770 | -100.0% | -$40.52万 | 清仓 |
| CIGI | COLLIERS INTERNATIONAL GROUP | $0 | 0.00% | 0 | -2,500 | -100.0% | -$36.75万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -905 | -100.0% | -$24.28万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,410 | -100.0% | -$22.70万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,929 | -100.0% | -$20.30万 | 清仓 |