Beutel, Goodman & Co Ltd.
TORONTO A6 · SEC CIK 0001361974
$135.89亿2026Q2 申报市值
163持仓数
29.7%前十大占比 · 第一大 5.7%
3 / 10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
RCL 新建仓+$2.70亿
AZO 新建仓+$1.50亿
MRSH 加仓+$1.32亿
CNQ 加仓+$1.14亿
BDX 加仓+$1.09亿
2026Q2 卖出最多 按季末市值估算
RY 减仓-$2.95亿
NTAP 减仓-$2.66亿
QCOM 减仓-$2.54亿
WAB 减仓-$2.16亿
MFC 减仓-$1.71亿
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 |
|---|---|---|---|---|---|---|---|---|
| PBA | Pembina Pipeline Corp. | $1,000.40万 | 0.07% | 216,311 | -6,925 | -3.1% | -$32.03万 | 减仓 |
| MSFT | Microsoft | $1,083.80万 | 0.08% | 29,057 | -495 | -1.7% | -$18.46万 | 减仓 |
| DNN | Denison Mines Corp | $1,133.80万 | 0.08% | 3,697,952 | -39,563 | -1.1% | -$12.13万 | 减仓 |
| BEP | Brookfield Renewable Partners | $1,165.10万 | 0.09% | 336,133 | -8,162 | -2.4% | -$28.29万 | 减仓 |
| AAPL | Apple | $1,173.30万 | 0.09% | 40,549 | -1,053 | -2.5% | -$30.47万 | 减仓 |
| BNS | Bank of Nova Scotia | $1,343.40万 | 0.10% | 154,626 | -3,750 | -2.4% | -$32.58万 | 减仓 |
| MICC | Magnum Ice Cream Company | $1,382.80万 | 0.10% | 794,297 | -185,518 | -18.9% | -$322.97万 | 减仓 |
| EMA | Emera | $1,419.30万 | 0.10% | 267,668 | -8,295 | -3.0% | -$43.98万 | 减仓 |
| CM | Canadian Imperial Bk | $2,233.20万 | 0.16% | 194,002 | -3,190 | -1.6% | -$36.72万 | 减仓 |
| EPRX | Eupraxia Pharmaceuticals | $2,380.60万 | 0.18% | 3,627,864 | -38,601 | -1.1% | -$25.33万 | 减仓 |
| BBUC | Brookfield Business Corporation | $2,684.70万 | 0.20% | 898,787 | -9,738 | -1.1% | -$29.09万 | 减仓 |
| SPYG | SPDR Portfolio S&P 500 Growth | $2,704.90万 | 0.20% | 227,125 | -34,533 | -13.2% | -$411.26万 | 减仓 |
| — | Docebo | $2,764.50万 | 0.20% | 1,545,997 | -15,784 | -1.0% | -$28.22万 | 减仓 |
| TFPM | Triple Flag Precious Metals | $3,537.40万 | 0.26% | 1,181,147 | -12,529 | -1.0% | -$37.52万 | 减仓 |
| MDA | MDA Space | $3,637.60万 | 0.27% | 880,713 | -1,049,978 | -54.4% | -$4,336.71万 | 减仓 |
| AGI | Alamos Gold | $4,577.20万 | 0.34% | 1,510,235 | -15,116 | -1.0% | -$45.81万 | 减仓 |
| CG | Carlyle Group | $5,348.20万 | 0.39% | 1,270,059 | -248,933 | -16.4% | -$1,048.25万 | 减仓 |
| SYY | Sysco | $7,909.80万 | 0.58% | 946,382 | -860,855 | -47.6% | -$7,194.97万 | 减仓 |
| CMCSA | Comcast Corp | $1.03亿 | 0.76% | 4,194,096 | -5,341,262 | -56.0% | -$1.31亿 | 减仓 |
| CMI | Cummins Inc | $1.16亿 | 0.85% | 162,137 | -161,515 | -49.9% | -$1.15亿 | 减仓 |
| BLK | BlackRock | $1.21亿 | 0.89% | 126,149 | -17,336 | -12.1% | -$1,666.95万 | 减仓 |
| SEIC | SEI Investments | $1.31亿 | 0.96% | 1,494,684 | -278,470 | -15.7% | -$2,442.45万 | 减仓 |
| CAE | CAE Inc | $1.36亿 | 1.00% | 5,417,594 | -810,893 | -13.0% | -$2,029.58万 | 减仓 |
| SLF | Sun Life Fncl Inc | $1.37亿 | 1.01% | 1,743,457 | -1,163,635 | -40.0% | -$9,132.71万 | 减仓 |
| ATS | ATS Corp | $1.38亿 | 1.02% | 4,796,922 | -657,827 | -12.1% | -$1,895.46万 | 减仓 |
| BGSI | Boyd Group Services | $1.41亿 | 1.04% | 1,491,881 | -231,542 | -13.4% | -$2,191.61万 | 减仓 |
| GEN | Gen Digital | $1.43亿 | 1.05% | 5,745,414 | -4,641,980 | -44.7% | -$1.16亿 | 减仓 |
| KMB | Kimberly Clark Corp | $1.43亿 | 1.05% | 1,303,647 | -538,219 | -29.2% | -$5,908.02万 | 减仓 |
| COR | Cencora | $1.44亿 | 1.06% | 509,678 | 319,266 | 167.7% | $9,034.55万 | 加仓 |
| AZO | AutoZone | $1.50亿 | 1.11% | 47,043 | 47,043 | — | $1.50亿 | 新建仓 |
| TRP | TC Energy | $1.51亿 | 1.11% | 2,288,376 | -1,489,913 | -39.4% | -$9,863.06万 | 减仓 |
| GIL | Gildan Activewear | $1.52亿 | 1.12% | 2,945,188 | -472,966 | -13.8% | -$2,437.57万 | 减仓 |
| WFC | Wells Fargo | $1.60亿 | 1.18% | 1,941,758 | -106,257 | -5.2% | -$878.10万 | 减仓 |
| CIGI | Colliers Intl | $1.67亿 | 1.23% | 1,777,779 | -254,649 | -12.5% | -$2,388.80万 | 减仓 |
| AMAT | Applied Materials | $1.67亿 | 1.23% | 231,052 | -213,714 | -48.1% | -$1.55亿 | 减仓 |
| FNV | Franco Nevada Corp | $1.70亿 | 1.25% | 813,030 | 211,722 | 35.2% | $4,416.18万 | 加仓 |
| RBA | RB Global | $1.74亿 | 1.28% | 1,491,437 | -233,369 | -13.5% | -$2,715.86万 | 减仓 |
| AMGN | Amgen Inc | $1.89亿 | 1.39% | 520,577 | -128,742 | -19.8% | -$4,662.00万 | 减仓 |
| QCOM | Qualcomm | $1.91亿 | 1.41% | 1,036,274 | -1,372,009 | -57.0% | -$2.54亿 | 减仓 |
| AXP | American Express Co | $1.94亿 | 1.43% | 573,168 | -91,354 | -13.7% | -$3,090.05万 | 减仓 |
| FTS | Fortis Inc | $1.99亿 | 1.46% | 3,470,773 | -501,261 | -12.6% | -$2,870.65万 | 减仓 |
| NTR | Nutrien | $2.02亿 | 1.49% | 3,207,250 | -493,975 | -13.3% | -$3,110.94万 | 减仓 |
| BAM | Brookfield Asset Management | $2.05亿 | 1.51% | 4,579,477 | -609,636 | -11.7% | -$2,733.74万 | 减仓 |
| GIB | CGI Group | $2.08亿 | 1.53% | 3,226,849 | -504,424 | -13.5% | -$3,259.23万 | 减仓 |
| GFL | GFL Environmental | $2.10亿 | 1.55% | 5,720,668 | -916,830 | -13.8% | -$3,370.05万 | 减仓 |
| ELV | Elevance Health | $2.24亿 | 1.65% | 578,463 | -308,261 | -34.8% | -$1.19亿 | 减仓 |
| OMC | Omnicom Group | $2.25亿 | 1.66% | 3,091,223 | -1,037,243 | -25.1% | -$7,554.21万 | 减仓 |
| WAB | WABTEC CORP | $2.28亿 | 1.68% | 846,411 | -802,533 | -48.7% | -$2.16亿 | 减仓 |
| DOX | Amdocs Ltd | $2.33亿 | 1.72% | 4,614,159 | -670,036 | -12.7% | -$3,386.35万 | 减仓 |
| MFC | Manulife Fincl Corp | $2.40亿 | 1.76% | 5,907,934 | -4,209,868 | -41.6% | -$1.71亿 | 减仓 |
| FLS | Flowserve Corp | $2.46亿 | 1.81% | 3,311,766 | 1,304,241 | 65.0% | $9,672.23万 | 加仓 |
| CNI | Cdn Natl Railway | $2.51亿 | 1.85% | 2,105,136 | -310,554 | -12.9% | -$3,704.75万 | 减仓 |
| BDX | Becton Dickinson & Co | $2.55亿 | 1.88% | 1,684,640 | 721,441 | 74.9% | $1.09亿 | 加仓 |
| AMP | Ameriprise Financial | $2.55亿 | 1.88% | 555,992 | -103,570 | -15.7% | -$4,751.36万 | 减仓 |
| MRSH | Marsh & McLennan | $2.62亿 | 1.93% | 1,573,890 | 794,120 | 101.8% | $1.32亿 | 加仓 |
| BN | Brookfield Corporation | $2.64亿 | 1.94% | 6,186,707 | 2,208,773 | 55.5% | $9,420.45万 | 加仓 |
| SU | Suncor Energy | $2.66亿 | 1.96% | 4,947,844 | 861,282 | 21.1% | $4,631.94万 | 加仓 |
| MRK | Merck& Co Inc | $2.66亿 | 1.96% | 2,073,206 | -956,685 | -31.6% | -$1.23亿 | 减仓 |
| RCI | Rogers Communications | $2.67亿 | 1.96% | 8,202,734 | -1,288,298 | -13.6% | -$4,189.73万 | 减仓 |
| RCL | Royal Caribbean | $2.70亿 | 1.99% | 850,102 | 850,102 | — | $2.70亿 | 新建仓 |
| CNQ | Canadian Natural Resources Ltd. | $2.73亿 | 2.01% | 6,894,705 | 2,883,173 | 71.9% | $1.14亿 | 加仓 |
| UNP | Union Pacific Corp. | $2.86亿 | 2.11% | 1,052,679 | -13,330 | -1.3% | -$362.58万 | 减仓 |
| NTAP | NetApp | $2.98亿 | 2.19% | 1,925,379 | -1,717,086 | -47.1% | -$2.66亿 | 减仓 |
| MAS | Masco | $3.02亿 | 2.22% | 3,711,884 | 545,443 | 17.2% | $4,438.27万 | 加仓 |
| MDT | Medtronic PLC | $3.07亿 | 2.26% | 3,922,276 | -546,898 | -12.2% | -$4,278.37万 | 减仓 |
| CP | Canadian Pacific Kansas City | $3.08亿 | 2.27% | 3,556,364 | -555,357 | -13.5% | -$4,813.15万 | 减仓 |
| QSR | Restaurant Brands International | $3.21亿 | 2.36% | 4,424,521 | -673,889 | -13.2% | -$4,886.19万 | 减仓 |
| CB | Chubb Limited | $3.26亿 | 2.40% | 957,066 | -199,958 | -17.3% | -$6,813.35万 | 减仓 |
| EBAY | Ebay Inc | $3.76亿 | 2.77% | 3,366,801 | -910,426 | -21.3% | -$1.02亿 | 减仓 |
| PPG | PPG Industries | $3.91亿 | 2.88% | 3,227,294 | -484,823 | -13.1% | -$5,880.41万 | 减仓 |
| RY | Royal Bank Cda | $4.51亿 | 3.32% | 2,180,246 | -1,425,585 | -39.5% | -$2.95亿 | 减仓 |
| BMO | Bank of Montreal | $4.76亿 | 3.50% | 2,695,594 | -406,274 | -13.1% | -$7,178.18万 | 减仓 |
| TD | Toronto Dominion Bk | $7.80亿 | 5.74% | 6,420,709 | -962,983 | -13.0% | -$1.17亿 | 减仓 |