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 |
|---|---|---|---|---|---|---|---|---|
| OTEX | Open Text Corp | $0 | 0.00% | 0 | -5,118,468 | -100.0% | -$1.14亿 | 清仓 |
| BEPC | Brookfield Renewable | $0 | 0.00% | 0 | -14,073 | -100.0% | -$55.90万 | 清仓 |
| SOLS | Solstice Advanced Materials | $0 | 0.00% | 0 | -4,795 | -100.0% | -$36.50万 | 清仓 |
| BIPC | Brookfield Infrastructure Corporation-NEW | $0 | 0.00% | 0 | -987 | -100.0% | -$3.80万 | 清仓 |
| VSNT | Versant Media Group Inc | $0 | 0.00% | 0 | -837 | -100.0% | -$3.00万 | 清仓 |
| MA | MasterCard Incorporated | $0 | 0.00% | 0 | -25 | -100.0% | -$1.20万 | 清仓 |
| WCN | Waste Connections | $0 | 0.00% | 0 | -76 | -100.0% | -$1.20万 | 清仓 |
| UNH | United Health Group Inc. | $0 | 0.00% | 0 | -18 | -100.0% | -$4,000 | 清仓 |
| NEO | NeoGenomics Inc. | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOBO | South Bow Corp. | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $0 | 0.00% | 0 | -12 | -100.0% | — | 清仓 |
| NKE | Nike | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| XLP | Consumer Staples Select Sector SPDR | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EFXT | Enerflex Ltd. | $2,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms | $2,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VAL ETF | $3,000 | 0.00% | 29 | 13 | 81.2% | $1,345 | 加仓 |
| BNT | Brookfield Wealth Solutions Ltd. | $4,000 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TEL | TE Connectivity Ltd. | $5,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OKE | Oneok Inc. | $8,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PPA | Invesco Aerospace & Defense ETF | $8,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WNC | Wabash National Corp. | $9,000 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group | $1.20万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BHP | BHP Group | $1.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RSPG | Invesco S&P 500 Equal Weight Energy ETF | $1.70万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| C | Citigroup | $2.00万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $2.60万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA | $2.60万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corp. | $2.80万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $3.00万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| IYH | iShares US Healthcare ETF | $3.00万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co. | $3.10万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MCD | McDonald's Corp. | $3.30万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | Western Copper & Gold Corp. | $3.30万 | 0.00% | 14,790 | 0 | 0.0% | — | 不变 |
| MBB | iShares MBS ETF | $3.50万 | 0.00% | 380 | 110 | 40.7% | $1.01万 | 加仓 |
| MGA | Magna Intl Inc | $5.20万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $5.30万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| ECL | Ecolab Inc. | $5.50万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HD | Home Depot | $5.80万 | 0.00% | 166 | -2 | -1.2% | -$699 | 减仓 |
| IBM | IBM Corp. | $5.90万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health | $6.20万 | 0.00% | 600 | -5,265 | -89.8% | -$54.41万 | 减仓 |
| AMZN | Amazon | $8.80万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc. | $9.40万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive | $10.00万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $10.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE ADR | $11.50万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF Trust | $11.50万 | 0.00% | 155 | -27 | -14.8% | -$2.00万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Cl. B | $13.00万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| BCE | BCE | $14.20万 | 0.00% | 6,603 | -302 | -4.4% | -$6,495 | 减仓 |
| TJX | TJX companies | $15.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SHW | Sherwin Williams Co. | $17.20万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WM | Waste Management Inc | $17.80万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp. | $20.50万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $22.40万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select Sector SPDR | $28.50万 | 0.00% | 1,802 | -500 | -21.7% | -$7.91万 | 减仓 |
| NEM | Newmont Mining Corp. | $37.30万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| WPM | Wheaton Precious Metals Corp. | $39.30万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $39.60万 | 0.00% | 2,390 | 0 | 0.0% | — | 不变 |
| SGI | Somnigroup International | $44.10万 | 0.00% | 5,635 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc. | $45.30万 | 0.00% | 1,775 | -1,500 | -45.8% | -$38.28万 | 减仓 |
| BIP | Brookfield Infrastructure Partners L.P. | $49.80万 | 0.00% | 13,674 | -599 | -4.2% | -$2.18万 | 减仓 |
| GSK | GSK PLC | $60.70万 | 0.00% | 11,584 | 954 | 9.0% | $5.00万 | 加仓 |
| UL | Unilever plc | $69.50万 | 0.01% | 11,572 | 2,190 | 23.3% | $13.15万 | 加仓 |
| EMR | Emerson Electric Co | $74.80万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney | $114.50万 | 0.01% | 11,900 | -1,600 | -11.9% | -$15.39万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc. | $118.30万 | 0.01% | 2,360 | 0 | 0.0% | — | 不变 |
| PHYS | Sprott Physical Gold T/U | $119.60万 | 0.01% | 39,500 | 0 | 0.0% | — | 不变 |
| SNN | Smith & Nephew | $128.30万 | 0.01% | 44,537 | 792 | 1.8% | $2.28万 | 加仓 |
| MO | Altria Group | $129.50万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $138.70万 | 0.01% | 1,849 | 0 | 0.0% | — | 不变 |
| AQN | Algonquin Power & Utilities | $140.00万 | 0.01% | 238,225 | -4,995 | -2.1% | -$2.94万 | 减仓 |
| MDLZ | Mondelez Int'l Inc. 'A' | $140.50万 | 0.01% | 24,300 | -775 | -3.1% | -$4.48万 | 减仓 |
| VZ | Verizon Communications | $166.20万 | 0.01% | 39,270 | -1,075 | -2.7% | -$4.55万 | 减仓 |
| ACN | Accenture PLC | $171.50万 | 0.01% | 13,788 | -857 | -5.9% | -$10.66万 | 减仓 |
| PSLV | Sprott Physical Silver T/U | $172.60万 | 0.01% | 92,500 | 0 | 0.0% | — | 不变 |
| WMT | Wal-Mart Stores | $177.30万 | 0.01% | 15,655 | -1,738 | -10.0% | -$19.68万 | 减仓 |
| TU | TELUS | $182.10万 | 0.01% | 172,271 | -10,100 | -5.5% | -$10.68万 | 减仓 |
| PG | Procter & Gamble | $192.30万 | 0.01% | 13,120 | -375 | -2.8% | -$5.50万 | 减仓 |
| DEO | Diageo PLC | $193.30万 | 0.01% | 24,060 | -4,800 | -16.6% | -$38.56万 | 减仓 |
| ABT | Abbott Lab | $214.70万 | 0.02% | 23,670 | -900 | -3.7% | -$8.16万 | 减仓 |
| CVE | Cenovus Energy | $232.40万 | 0.02% | 93,731 | -1,775 | -1.9% | -$4.40万 | 减仓 |
| HONA | Honeywell Aerospace | $233.70万 | 0.02% | 10,573 | 10,573 | — | $233.70万 | 新建仓 |
| HON | Honeywell International | $236.70万 | 0.02% | 10,573 | -11,032 | -51.1% | -$246.98万 | 减仓 |
| COST | CostCo Wholesale | $256.70万 | 0.02% | 2,745 | -354 | -11.4% | -$33.10万 | 减仓 |
| NVO | Novo Nordisk ADR | $265.60万 | 0.02% | 55,413 | -2,300 | -4.0% | -$11.02万 | 减仓 |
| IMO | Imperial Oil | $266.20万 | 0.02% | 23,717 | -5,118 | -17.7% | -$57.44万 | 减仓 |
| GOOGL | Alphabet Inc. Cl A | $278.30万 | 0.02% | 7,790 | -800 | -9.3% | -$28.58万 | 减仓 |
| MMM | 3M Company | $279.40万 | 0.02% | 17,260 | -585 | -3.3% | -$9.47万 | 减仓 |
| NVS | Novartis | $291.40万 | 0.02% | 18,599 | -225 | -1.2% | -$3.53万 | 减仓 |
| PEP | PepsiCo Inc | $307.80万 | 0.02% | 22,739 | -566 | -2.4% | -$7.66万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $324.80万 | 0.02% | 31,277 | -6,517 | -17.2% | -$67.68万 | 减仓 |
| ENB | Enbridge Inc. | $326.60万 | 0.02% | 60,266 | -2,001 | -3.2% | -$10.84万 | 减仓 |
| ETN | Eaton Corporation PLC | $343.10万 | 0.03% | 8,053 | -350 | -4.2% | -$14.91万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing | $427.60万 | 0.03% | 8,955 | -1,110 | -11.0% | -$53.00万 | 减仓 |
| TRI | Thomson Reuters | $474.10万 | 0.03% | 58,067 | -1,824 | -3.0% | -$14.89万 | 减仓 |
| GOOG | Alphabet | $516.80万 | 0.04% | 14,627 | -575 | -3.8% | -$20.32万 | 减仓 |
| CSCO | Cisco Systems | $529.70万 | 0.04% | 45,100 | -56,360 | -55.5% | -$661.95万 | 减仓 |
| AEM | Agnico-Eagle Mines Ltd. | $608.60万 | 0.04% | 39,187 | 0 | 0.0% | — | 不变 |
| JCI | Johnson Controls International | $911.60万 | 0.07% | 62,395 | -4,925 | -7.3% | -$71.95万 | 减仓 |
| JNJ | Johnson & Johnson | $931.30万 | 0.07% | 36,671 | -1,475 | -3.9% | -$37.46万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $967.80万 | 0.07% | 29,568 | -1,832 | -5.8% | -$59.96万 | 减仓 |