K.J. Harrison & Partners Inc
TORONTO A6 · SEC CIK 0001418359
$6.08亿2026Q1 申报市值
225持仓数
29.3%前十大占比 · 第一大 7.1%
41 / 36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
PHYS 加仓+$840.02万
NVDA 加仓+$738.34万
INTC 加仓+$548.09万
MDA 新建仓+$452.03万
WSC 加仓+$246.51万
2026Q1 卖出最多 按季末市值估算
PSLV 减仓-$1,214.59万
JPM 减仓-$1,155.73万
GOOG 减仓-$1,019.07万
AMZN 减仓-$979.16万
MSFT 减仓-$708.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,326.41万 | 7.11% | 170,472 | -27,099 | -13.7% | -$687.75万 | 减仓 |
| RY | ROYAL BK CDA | $2,025.95万 | 3.33% | 125,577 | -22,973 | -15.5% | -$370.63万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,790.35万 | 2.94% | 505,278 | 237,072 | 88.4% | $840.02万 | 加仓 |
| GOOGL | ALPHABET INC | $1,553.51万 | 2.55% | 54,024 | 12 | 0.0% | $3,451 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,539.69万 | 2.53% | 88,285 | 42,336 | 92.1% | $738.34万 | 加仓 |
| AMZN | AMAZON COM INC | $1,454.85万 | 2.39% | 69,854 | -47,014 | -40.2% | -$979.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,385.27万 | 2.28% | 28,908 | 7 | 0.0% | $3,354 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1,313.60万 | 2.16% | 138,883 | -2,761 | -1.9% | -$26.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,257.50万 | 2.07% | 33,971 | -19,137 | -36.0% | -$708.39万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,149.02万 | 1.89% | 16 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1,102.41万 | 1.81% | 13,031 | 2,800 | 27.4% | $236.88万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,095.79万 | 1.80% | 54,093 | -1,283 | -2.3% | -$25.99万 | 减仓 |
| INTC | INTEL CORP | $1,002.50万 | 1.65% | 227,170 | 124,200 | 120.6% | $548.09万 | 加仓 |
| META | META PLATFORMS INC | $919.87万 | 1.51% | 16,078 | -4,006 | -19.9% | -$229.20万 | 减仓 |
| RBA | RB GLOBAL INC | $849.31万 | 1.40% | 88,738 | -4,985 | -5.3% | -$47.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $848.53万 | 1.40% | 28,846 | -39,289 | -57.7% | -$1,155.73万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $726.41万 | 1.19% | 162,606 | -44,954 | -21.7% | -$200.82万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $699.89万 | 1.15% | 58,305 | 5 | 0.0% | $600 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $683.93万 | 1.12% | 51,454 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $670.31万 | 1.10% | 40,731 | 13,022 | 47.0% | $214.30万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $664.76万 | 1.09% | 71,321 | 7 | 0.0% | $652 | 加仓 |
| NEM | NEWMONT CORP | $658.11万 | 1.08% | 60,795 | -34,000 | -35.9% | -$368.05万 | 减仓 |
| GOOG | ALPHABET INC | $650.40万 | 1.07% | 22,673 | -35,525 | -61.0% | -$1,019.07万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $648.27万 | 1.07% | 47,958 | -1,648 | -3.3% | -$22.28万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $646.72万 | 1.06% | 110,023 | -63,500 | -36.6% | -$373.25万 | 减仓 |
| BCE | BCE INC | $641.38万 | 1.05% | 254,707 | -1,081 | -0.4% | -$2.72万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $637.42万 | 1.05% | 130,931 | 18,516 | 16.5% | $90.14万 | 加仓 |
| TFII | TRANSFORCE INC | $633.26万 | 1.04% | 58,295 | 8,000 | 15.9% | $86.90万 | 加仓 |
| XPO | XPO INC | $544.74万 | 0.90% | 28,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $535.95万 | 0.88% | 7,565 | -4,000 | -34.6% | -$283.38万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $527.10万 | 0.87% | 215,968 | -497,654 | -69.7% | -$1,214.59万 | 减仓 |
| COPX | GLOBAL X FDS | $498.54万 | 0.82% | 65,297 | 5,275 | 8.8% | $40.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $490.22万 | 0.81% | 9,811 | -1,000 | -9.2% | -$49.97万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $483.56万 | 0.80% | 73,257 | 85 | 0.1% | $5,611 | 加仓 |
| GDX | VANECK ETF TRUST | $482.66万 | 0.79% | 52,595 | -2,920 | -5.3% | -$26.80万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $468.12万 | 0.77% | 59,607 | -32,453 | -35.3% | -$254.87万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $456.44万 | 0.75% | 65,951 | -57,320 | -46.5% | -$396.70万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $452.75万 | 0.74% | 260,800 | 142,000 | 119.5% | $246.51万 | 加仓 |
| MDA | MDA SPACE LTD | $452.03万 | 0.74% | 178,800 | 178,800 | — | $452.03万 | 新建仓 |
| HAL | HALLIBURTON CO | $428.89万 | 0.71% | 110,000 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $425.58万 | 0.70% | 47,000 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $424.12万 | 0.70% | 23,000 | 1,000 | 4.5% | $18.44万 | 加仓 |
| MCO | MOODYS CORP | $422.07万 | 0.69% | 9,675 | -2,900 | -23.1% | -$126.51万 | 减仓 |
| TRP | TC ENERGY CORP | $419.25万 | 0.69% | 67,086 | -4,966 | -6.9% | -$31.03万 | 减仓 |
| BN | BROOKFIELD CORP | $407.68万 | 0.67% | 100,811 | -1,371 | -1.3% | -$5.54万 | 减仓 |
| V | VISA INC | $393.46万 | 0.65% | 13,018 | -7,990 | -38.0% | -$241.49万 | 减仓 |
| TSLA | TESLA INC | $386.21万 | 0.63% | 10,389 | -2,000 | -16.1% | -$74.35万 | 减仓 |
| IEX | IDEX CORP | $379.10万 | 0.62% | 20,000 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $375.49万 | 0.62% | 40,250 | -1,000 | -2.4% | -$9.33万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $367.50万 | 0.60% | 15,000 | -9,000 | -37.5% | -$220.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $359.61万 | 0.59% | 3,609 | -470 | -11.5% | -$46.83万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $356.46万 | 0.59% | 49,005 | -1,000 | -2.0% | -$7.27万 | 减仓 |
| CLH | CLEAN HARBORS INC | $352.53万 | 0.58% | 12,295 | -800 | -6.1% | -$22.94万 | 减仓 |
| HEI | HEICO CORP NEW | $337.27万 | 0.55% | 12,300 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $335.65万 | 0.55% | 34,000 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $298.90万 | 0.49% | 12,000 | 5,000 | 71.4% | $124.54万 | 加仓 |
| HD | HOME DEPOT INC | $291.33万 | 0.48% | 8,858 | -9,002 | -50.4% | -$296.07万 | 减仓 |
| LLY | ELI LILLY & CO | $279.79万 | 0.46% | 3,042 | -3,000 | -49.7% | -$275.93万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $277.10万 | 0.46% | 14,181 | 5,000 | 54.5% | $97.70万 | 加仓 |
| PI | IMPINJ INC | $269.07万 | 0.44% | 26,200 | 15,000 | 133.9% | $154.05万 | 加仓 |
| GE | GE AEROSPACE | $268.50万 | 0.44% | 9,462 | -6,000 | -38.8% | -$170.26万 | 减仓 |
| PFE | PFIZER INC | $263.96万 | 0.43% | 94,003 | -25,500 | -21.3% | -$71.60万 | 减仓 |
| TSAT | TELESAT CORP | $252.40万 | 0.41% | 70,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $246.00万 | 0.40% | 12,360 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $245.04万 | 0.40% | 40,000 | 40,000 | — | $245.04万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $236.11万 | 0.39% | 24,000 | -39,000 | -61.9% | -$383.68万 | 减仓 |
| RKLB | ROCKET LAB CORP | $232.16万 | 0.38% | 36,150 | -35,000 | -49.2% | -$224.77万 | 减仓 |
| TECK | TECK RESOURCES LTD | $230.28万 | 0.38% | 44,520 | -40,000 | -47.3% | -$206.90万 | 减仓 |
| IWM | ISHARES TR | $224.64万 | 0.37% | 9,058 | -13,340 | -59.6% | -$330.83万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $215.51万 | 0.35% | 20,981 | -6,500 | -23.7% | -$66.77万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $213.74万 | 0.35% | 22,743 | -1,200 | -5.0% | -$11.28万 | 减仓 |
| INTU | INTUIT | $211.87万 | 0.35% | 4,900 | 4,400 | 880.0% | $190.25万 | 加仓 |
| NET | CLOUDFLARE INC | $208.40万 | 0.34% | 10,100 | 10,100 | — | $208.40万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $205.72万 | 0.34% | 12,000 | -2,100 | -14.9% | -$36.00万 | 减仓 |
| VNOM | VIPER ENERGY INC | $202.06万 | 0.33% | 43,000 | -3,000 | -6.5% | -$14.10万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $196.15万 | 0.32% | 38,950 | -21,980 | -36.1% | -$110.69万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $195.21万 | 0.32% | 5,000 | 5,000 | — | $195.21万 | 新建仓 |
| QXO | QXO INC | $194.20万 | 0.32% | 100,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $193.67万 | 0.32% | 6,000 | 6,000 | — | $193.67万 | 新建仓 |
| SHY | ISHARES TR | $191.56万 | 0.31% | 23,200 | -109 | -0.5% | -$9,000 | 减仓 |
| SNDK | SANDISK CORP | $190.67万 | 0.31% | 3,001 | 3,001 | — | $190.67万 | 新建仓 |
| TATT | TAT TECHNOLOGIES LTD | $190.15万 | 0.31% | 46,800 | -4,343 | -8.5% | -$17.65万 | 减仓 |
| IJH | ISHARES TR | $189.08万 | 0.31% | 28,000 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $183.33万 | 0.30% | 10,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $179.07万 | 0.29% | 23,770 | -42,900 | -64.3% | -$323.19万 | 减仓 |
| KWEB | KRANESHARES TRUST | $174.79万 | 0.29% | 61,480 | 5,000 | 8.9% | $14.21万 | 重新持有 |
| RACE | FERRARI N V | $169.22万 | 0.28% | 5,000 | -200 | -3.8% | -$6.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $168.42万 | 0.28% | 6,890 | 19 | 0.3% | $4,644 | 加仓 |
| PEP | PEPSICO INC | $165.55万 | 0.27% | 10,661 | 5,000 | 88.3% | $77.65万 | 重新持有 |
| ALB | ALBEMARLE CORP | $162.83万 | 0.27% | 9,070 | 9,070 | — | $162.83万 | 新建仓 |
| ETN | EATON CORP PLC | $161.13万 | 0.26% | 4,505 | 2,000 | 79.8% | $71.53万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $156.81万 | 0.26% | 3,000 | 3,000 | — | $156.81万 | 新建仓 |
| ENB | ENBRIDGE INC | $156.76万 | 0.26% | 28,976 | -12,859 | -30.7% | -$69.57万 | 减仓 |
| EMXC | ISHARES INC | $156.20万 | 0.26% | 19,857 | 4,857 | 32.4% | $38.21万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $155.52万 | 0.26% | 10,000 | 10,000 | — | $155.52万 | 新建仓 |
| ZTS | ZOETIS INC | $153.67万 | 0.25% | 13,000 | -10,000 | -43.5% | -$118.21万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $150.34万 | 0.25% | 11,800 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $144.71万 | 0.24% | 15,000 | -5,000 | -25.0% | -$48.23万 | 减仓 |
| SPGI | S&P GLOBAL INC | $140.36万 | 0.23% | 3,300 | -1,000 | -23.3% | -$42.53万 | 减仓 |
| RH | RH | $139.82万 | 0.23% | 10,000 | 0 | 0.0% | — | 不变 |