K.J. Harrison & Partners Inc
TORONTO A6 · SEC CIK 0001418359
$7.06亿2026Q2 申报市值
224持仓数
29.1%前十大占比 · 第一大 7.5%
48 / 57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
PSCT 新建仓+$554.48万
UNP 加仓+$544.00万
MDT 加仓+$485.03万
CEF 新建仓+$484.54万
TSM 加仓+$476.33万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$1,773.30万
XLK 减仓-$690.99万
NVDA 减仓-$654.61万
MU 减仓-$438.63万
WSC 减仓-$382.39万
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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $262.11万 | 0.37% | 12,101 | -2,080 | -14.7% | -$45.05万 | 减仓 |
| TECK | TECK RESOURCES LTD | $262.27万 | 0.37% | 44,120 | -400 | -0.9% | -$2.38万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $269.89万 | 0.38% | 16,500 | 16,500 | — | $269.89万 | 新建仓 |
| OKTA | OKTA INC | $272.90万 | 0.39% | 20,000 | 20,000 | — | $272.90万 | 新建仓 |
| HD | HOME DEPOT INC | $279.46万 | 0.40% | 7,924 | -934 | -10.5% | -$32.94万 | 减仓 |
| CCJ | CAMECO CORP | $285.94万 | 0.41% | 28,107 | 15,300 | 119.5% | $155.65万 | 加仓 |
| ATS | ATS CORPORATION | $287.68万 | 0.41% | 100,000 | 100,000 | — | $287.68万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $288.32万 | 0.41% | 68,000 | 25,000 | 58.1% | $106.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $288.84万 | 0.41% | 15,168 | -36,286 | -70.5% | -$690.99万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $290.88万 | 0.41% | 6,450 | 3,450 | 115.0% | $155.59万 | 加仓 |
| CLH | CLEAN HARBORS INC | $305.47万 | 0.43% | 10,225 | -2,070 | -16.8% | -$61.84万 | 减仓 |
| RKLB | ROCKET LAB CORP | $316.64万 | 0.45% | 31,150 | -5,000 | -13.8% | -$50.83万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $324.64万 | 0.46% | 12,000 | -3,000 | -20.0% | -$81.16万 | 减仓 |
| TSAT | TELESAT CORP | $334.09万 | 0.47% | 66,000 | -4,000 | -5.7% | -$20.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $339.48万 | 0.48% | 3,629 | 20 | 0.6% | $1.87万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $342.66万 | 0.49% | 10,048 | 10,048 | — | $342.66万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $347.55万 | 0.49% | 4,654 | -1,305 | -21.9% | -$97.45万 | 重新持有 |
| GLAS | GLASS HOUSE BRANDS INC | $353.97万 | 0.50% | 286,154 | 286,154 | — | $353.97万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $354.32万 | 0.50% | 25,000 | 25,000 | — | $354.32万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $356.70万 | 0.51% | 151,350 | 96,450 | 175.7% | $227.31万 | 加仓 |
| LLY | ELI LILLY & CO | $363.07万 | 0.51% | 3,027 | -15 | -0.5% | -$1.80万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $366.33万 | 0.52% | 37,285 | -21,020 | -36.1% | -$206.52万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $370.27万 | 0.52% | 128,300 | -132,500 | -50.8% | -$382.39万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $373.61万 | 0.53% | 58,367 | 58,367 | — | $373.61万 | 新建仓 |
| RIO | RIO TINTO PLC | $382.09万 | 0.54% | 40,250 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $392.17万 | 0.56% | 92,095 | -8,716 | -8.6% | -$37.12万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $396.10万 | 0.56% | 73,769 | 512 | 0.7% | $2.75万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $408.26万 | 0.58% | 49,005 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $413.01万 | 0.59% | 112,537 | 112,537 | — | $413.01万 | 新建仓 |
| HEI | HEICO CORP NEW | $427.43万 | 0.61% | 12,000 | -300 | -2.4% | -$10.69万 | 减仓 |
| V | VISA INC | $448.18万 | 0.64% | 13,063 | 45 | 0.3% | $1.54万 | 加仓 |
| — | VSE CORP | $448.43万 | 0.64% | 77,758 | 58,000 | 293.6% | $334.49万 | 加仓 |
| TRP | TC ENERGY CORP | $450.24万 | 0.64% | 68,121 | 1,035 | 1.5% | $6.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $453.15万 | 0.64% | 8,823 | -988 | -10.1% | -$50.74万 | 减仓 |
| NTR | NUTRIEN LTD | $473.64万 | 0.67% | 75,327 | 51,557 | 216.9% | $324.18万 | 加仓 |
| NEM | NEWMONT CORP | $474.43万 | 0.67% | 50,795 | -10,000 | -16.4% | -$93.40万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $481.78万 | 0.68% | 76,607 | -33,416 | -30.4% | -$210.15万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $484.54万 | 0.69% | 120,351 | 120,351 | — | $484.54万 | 新建仓 |
| GOOG | ALPHABET INC | $486.46万 | 0.69% | 13,768 | -8,905 | -39.3% | -$314.64万 | 减仓 |
| XPO | XPO INC | $492.70万 | 0.70% | 24,000 | -4,000 | -14.3% | -$82.12万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $508.04万 | 0.72% | 42,654 | 21,673 | 103.3% | $258.14万 | 加仓 |
| NTRA | NATERA INC | $511.68万 | 0.73% | 18,850 | 14,000 | 288.7% | $380.03万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $521.18万 | 0.74% | 131,967 | 1,036 | 0.8% | $4.09万 | 加仓 |
| VSEC | VSE CORP | $525.55万 | 0.74% | 23,000 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $547.82万 | 0.78% | 254,812 | 105 | 0.0% | $2,257 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $554.48万 | 0.79% | 60,000 | 60,000 | — | $554.48万 | 新建仓 |
| SHOP | SHOPIFY INC | $556.64万 | 0.79% | 48,748 | 40,221 | 471.7% | $459.27万 | 加仓 |
| MS | MORGAN STANLEY | $565.06万 | 0.80% | 27,031 | -13,700 | -33.6% | -$286.38万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $572.10万 | 0.81% | 65,949 | -2 | -0.0% | -$173 | 减仓 |
| MDA | MDA SPACE LTD | $587.65万 | 0.83% | 142,500 | -36,300 | -20.3% | -$149.70万 | 减仓 |
| MDT | MEDTRONIC PLC | $591.39万 | 0.84% | 75,596 | 62,000 | 456.0% | $485.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $600.97万 | 0.85% | 12,584 | 9,974 | 382.1% | $476.33万 | 加仓 |
| UNP | UNION PAC CORP | $607.92万 | 0.86% | 22,350 | 20,000 | 851.1% | $544.00万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $625.96万 | 0.89% | 135,551 | -27,055 | -16.6% | -$124.94万 | 减仓 |
| CAT | CATERPILLAR INC | $657.58万 | 0.93% | 6,175 | -1,390 | -18.4% | -$148.02万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $692.33万 | 0.98% | 44,645 | -9,448 | -17.5% | -$146.51万 | 减仓 |
| ITB | ISHARES TR | $700.02万 | 0.99% | 67,000 | 20,000 | 42.6% | $208.96万 | 加仓 |
| TSLA | TESLA INC | $752.41万 | 1.07% | 17,889 | 7,500 | 72.2% | $315.45万 | 加仓 |
| COPX | GLOBAL X FDS | $779.68万 | 1.10% | 101,297 | 36,000 | 55.1% | $277.09万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $803.38万 | 1.14% | 55,920 | -2,375 | -4.1% | -$34.12万 | 减仓 |
| GE | GE AEROSPACE | $805.65万 | 1.14% | 21,557 | 12,095 | 127.8% | $452.03万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $823.95万 | 1.17% | 46,708 | -1,250 | -2.6% | -$22.05万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $840.18万 | 1.19% | 445,981 | 230,013 | 106.5% | $433.32万 | 加仓 |
| XHB | SPDR SERIES TRUST | $855.14万 | 1.21% | 74,000 | 40,000 | 117.6% | $462.24万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $859.34万 | 1.22% | 70,814 | -507 | -0.7% | -$6.15万 | 减仓 |
| RBA | RB GLOBAL INC | $895.71万 | 1.27% | 77,088 | -11,650 | -13.1% | -$135.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $921.60万 | 1.31% | 28,155 | -691 | -2.4% | -$22.62万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $963.66万 | 1.37% | 111,366 | 51,759 | 86.8% | $447.87万 | 加仓 |
| META | META PLATFORMS INC | $967.11万 | 1.37% | 17,169 | 1,091 | 6.8% | $61.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,038.17万 | 1.47% | 10,265 | -2,766 | -21.2% | -$279.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,111.88万 | 1.58% | 55,569 | -32,716 | -37.1% | -$654.61万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,198.16万 | 1.70% | 16 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1,398.67万 | 1.98% | 100,170 | -127,000 | -55.9% | -$1,773.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,447.28万 | 2.05% | 28,923 | 15 | 0.1% | $7,506 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,482.93万 | 2.10% | 492,118 | -13,160 | -2.6% | -$39.66万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1,524.62万 | 2.16% | 132,653 | -6,230 | -4.5% | -$71.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,586.83万 | 2.25% | 42,540 | 8,569 | 25.2% | $319.64万 | 加仓 |
| AMZN | AMAZON COM INC | $2,070.13万 | 2.93% | 86,856 | 17,002 | 24.3% | $405.23万 | 加仓 |
| GOOGL | ALPHABET INC | $2,149.01万 | 3.05% | 60,134 | 6,110 | 11.3% | $218.35万 | 加仓 |
| RY | ROYAL BK CDA | $2,333.42万 | 3.31% | 112,905 | -12,672 | -10.1% | -$261.89万 | 减仓 |
| AAPL | APPLE INC | $5,314.79万 | 7.53% | 183,674 | 13,202 | 7.7% | $382.01万 | 加仓 |