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 |
|---|---|---|---|---|---|---|---|---|
| ACN | Accenture PLC | $171.50万 | 0.01% | 13,788 | -857 | -5.9% | -$10.66万 | 减仓 |
| VZ | Verizon Communications | $166.20万 | 0.01% | 39,270 | -1,075 | -2.7% | -$4.55万 | 减仓 |
| MDLZ | Mondelez Int'l Inc. 'A' | $140.50万 | 0.01% | 24,300 | -775 | -3.1% | -$4.48万 | 减仓 |
| AQN | Algonquin Power & Utilities | $140.00万 | 0.01% | 238,225 | -4,995 | -2.1% | -$2.94万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $138.70万 | 0.01% | 1,849 | 0 | 0.0% | — | 不变 |
| MO | Altria Group | $129.50万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| SNN | Smith & Nephew | $128.30万 | 0.01% | 44,537 | 792 | 1.8% | $2.28万 | 加仓 |
| PHYS | Sprott Physical Gold T/U | $119.60万 | 0.01% | 39,500 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc. | $118.30万 | 0.01% | 2,360 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney | $114.50万 | 0.01% | 11,900 | -1,600 | -11.9% | -$15.39万 | 减仓 |
| EMR | Emerson Electric Co | $74.80万 | 0.01% | 5,230 | 0 | 0.0% | — | 不变 |
| UL | Unilever plc | $69.50万 | 0.01% | 11,572 | 2,190 | 23.3% | $13.15万 | 加仓 |
| GSK | GSK PLC | $60.70万 | 0.00% | 11,584 | 954 | 9.0% | $5.00万 | 加仓 |
| BIP | Brookfield Infrastructure Partners L.P. | $49.80万 | 0.00% | 13,674 | -599 | -4.2% | -$2.18万 | 减仓 |
| GLW | Corning Inc. | $45.30万 | 0.00% | 1,775 | -1,500 | -45.8% | -$38.28万 | 减仓 |
| SGI | Somnigroup International | $44.10万 | 0.00% | 5,635 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $39.60万 | 0.00% | 2,390 | 0 | 0.0% | — | 不变 |
| WPM | Wheaton Precious Metals Corp. | $39.30万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| NEM | Newmont Mining Corp. | $37.30万 | 0.00% | 4,000 | 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 |
| QQQ | Invesco QQQ Trust | $22.40万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp. | $20.50万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| WM | Waste Management Inc | $17.80万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SHW | Sherwin Williams Co. | $17.20万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TJX | TJX companies | $15.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BCE | BCE | $14.20万 | 0.00% | 6,603 | -302 | -4.4% | -$6,495 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Cl. B | $13.00万 | 0.00% | 260 | 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 |
| MS | Morgan Stanley | $10.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive | $10.00万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc. | $9.40万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon | $8.80万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health | $6.20万 | 0.00% | 600 | -5,265 | -89.8% | -$54.41万 | 减仓 |
| IBM | IBM Corp. | $5.90万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| HD | Home Depot | $5.80万 | 0.00% | 166 | -2 | -1.2% | -$699 | 减仓 |
| ECL | Ecolab Inc. | $5.50万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $5.30万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| MGA | Magna Intl Inc | $5.20万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MBB | iShares MBS ETF | $3.50万 | 0.00% | 380 | 110 | 40.7% | $1.01万 | 加仓 |
| 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 |
| DE | Deere & Co. | $3.10万 | 0.00% | 50 | 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 |
| BAC | Bank of America Corp. | $2.80万 | 0.00% | 500 | 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 |
| C | Citigroup | $2.00万 | 0.00% | 150 | 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 |
| BHP | BHP Group | $1.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group | $1.20万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WNC | Wabash National Corp. | $9,000 | 0.00% | 700 | 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 |
| TEL | TE Connectivity Ltd. | $5,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BNT | Brookfield Wealth Solutions Ltd. | $4,000 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VAL ETF | $3,000 | 0.00% | 29 | 13 | 81.2% | $1,345 | 加仓 |
| 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 |
| 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 |