PCJ Investment Counsel Ltd.
TORONTO A6 · SEC CIK 0001426318
$3.48亿2026Q2 申报市值
62持仓数
38.4%前十大占比 · 第一大 6.7%
9 / 7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
TAC 新建仓+$902.85万
BNS 加仓+$802.83万
HBM 加仓+$739.66万
JETS 新建仓+$697.62万
TGB 新建仓+$573.16万
2026Q2 卖出最多 按季末市值估算
CAE 减仓-$1,109.57万
BGSI 减仓-$849.45万
GFL 清仓-$783.56万
TASEKO MINES LTD 清仓-$659.46万
BBUC 减仓-$590.62万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BBUC | BROOKFIELD BUSINESS CORP | $2,331.63万 | 6.70% | 781,064 | -197,848 | -20.2% | -$590.62万 | 减仓 |
| RY | ROYAL BK CDA | $1,677.67万 | 4.82% | 81,100 | -2,740 | -3.3% | -$56.68万 | 减仓 |
| EFXT | ENERFLEX LTD | $1,482.33万 | 4.26% | 604,197 | -57,055 | -8.6% | -$139.98万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $1,349.47万 | 3.88% | 111,100 | -10,760 | -8.8% | -$130.70万 | 减仓 |
| BTE | BAYTEX ENERGY CORP | $1,336.59万 | 3.84% | 3,334,828 | 528,835 | 18.8% | $211.96万 | 加仓 |
| CRH | CRH PLC | $1,149.29万 | 3.30% | 107,410 | -5,363 | -4.8% | -$57.38万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $1,121.02万 | 3.22% | 475,210 | 313,550 | 194.0% | $739.66万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,080.00万 | 3.10% | 295,980 | 2,826 | 1.0% | $10.31万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $916.73万 | 2.64% | 368,790 | -74,075 | -16.7% | -$184.13万 | 减仓 |
| TAC | TRANSALTA CORP | $902.85万 | 2.60% | 653,290 | 653,290 | — | $902.85万 | 新建仓 |
| SHOP | SHOPIFY INC | $882.01万 | 2.54% | 77,170 | 2,310 | 3.1% | $26.40万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $861.26万 | 2.48% | 99,350 | 92,610 | 1,374.0% | $802.83万 | 加仓 |
| CAE | CAE INC | $848.16万 | 2.44% | 339,091 | -443,602 | -56.7% | -$1,109.57万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $824.94万 | 2.37% | 46,780 | 3,480 | 8.0% | $61.37万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $774.30万 | 2.23% | 64,960 | 2,700 | 4.3% | $32.18万 | 加仓 |
| DNN | DENISON MINES CORP | $748.92万 | 2.15% | 2,444,190 | -215,010 | -8.1% | -$65.88万 | 减仓 |
| BN | BROOKFIELD CORP | $744.87万 | 2.14% | 174,760 | 73,740 | 73.0% | $314.30万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $697.62万 | 2.01% | 210,000 | 210,000 | — | $697.62万 | 新建仓 |
| ENB | ENBRIDGE INC | $692.08万 | 1.99% | 127,750 | 4,210 | 3.4% | $22.81万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $629.39万 | 1.81% | 54,710 | -4,220 | -7.2% | -$48.55万 | 减仓 |
| IAG | IAMGOLD CORP | $618.24万 | 1.78% | 390,780 | -12,540 | -3.1% | -$19.84万 | 减仓 |
| CLS | CELESTICA INC | $608.47万 | 1.75% | 16,658 | 7,278 | 77.6% | $265.85万 | 加仓 |
| ALM | ALMONTY INDS INC | $605.73万 | 1.74% | 366,557 | 166,557 | 83.3% | $275.23万 | 加仓 |
| TGB | TREKOR METALS LTD | $573.16万 | 1.65% | 832,000 | 832,000 | — | $573.16万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $570.94万 | 1.64% | 73,320 | 28,710 | 64.4% | $223.56万 | 加仓 |
| ERO | ERO COPPER CORP | $526.51万 | 1.51% | 197,379 | -14,480 | -6.8% | -$38.63万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $523.50万 | 1.50% | 132,430 | 4,630 | 3.6% | $18.30万 | 加仓 |
| MFC | MANULIFE FINL CORP | $495.36万 | 1.42% | 122,261 | 21,500 | 21.3% | $87.11万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $489.36万 | 1.41% | 56,500 | 2,770 | 5.2% | $23.99万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $471.66万 | 1.36% | 87,760 | 4,550 | 5.5% | $24.45万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $455.45万 | 1.31% | 29,440 | -1,040 | -3.4% | -$16.09万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $452.49万 | 1.30% | 97,870 | -1,675 | -1.7% | -$7.74万 | 减仓 |
| OGC | OCEANAGOLD CORP | $416.36万 | 1.20% | 166,270 | 166,270 | — | $416.36万 | 新建仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $416.22万 | 1.20% | 397,910 | 147,010 | 58.6% | $153.77万 | 加仓 |
| SKE | SKEENA RES LTD NEW | $379.63万 | 1.09% | 142,580 | 1,090 | 0.8% | $2.90万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $374.08万 | 1.08% | 180,390 | 16,320 | 9.9% | $33.84万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $345.83万 | 0.99% | 416,430 | 3,190 | 0.8% | $2.65万 | 加仓 |
| B | BARRICK MNG CORP | $337.25万 | 0.97% | 91,810 | -3,160 | -3.3% | -$11.61万 | 减仓 |
| TRI | THOMSON REUTERS CORP | $334.87万 | 0.96% | 41,040 | 41,040 | — | $334.87万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $330.50万 | 0.95% | 391,330 | 133,000 | 51.5% | $112.33万 | 加仓 |
| CCJ | CAMECO CORP | $325.95万 | 0.94% | 32,010 | 1,080 | 3.5% | $11.00万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $322.64万 | 0.93% | 28,710 | -1,280 | -4.3% | -$14.38万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $320.97万 | 0.92% | 329,720 | -225,665 | -40.6% | -$219.68万 | 减仓 |
| TECK | TECK RESOURCES LTD | $293.04万 | 0.84% | 49,251 | -15,179 | -23.6% | -$90.31万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $281.85万 | 0.81% | 19,600 | -16,420 | -45.6% | -$236.12万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $266.53万 | 0.77% | 283,860 | -70,540 | -19.9% | -$66.23万 | 减仓 |
| — | GREENFIRE RES LTD NEW | $251.20万 | 0.72% | 444,657 | 444,657 | — | $251.20万 | 新建仓 |
| ATS | ATS CORPORATION | $246.60万 | 0.71% | 85,640 | 35,640 | 71.3% | $102.63万 | 加仓 |
| ARIS | ARIS MINING CORPORATION | $225.20万 | 0.65% | 151,160 | -108,605 | -41.8% | -$161.80万 | 减仓 |
| FNV | FRANCO NEV CORP | $221.58万 | 0.64% | 10,630 | 10,630 | — | $221.58万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $218.30万 | 0.63% | 461,860 | 3,610 | 0.8% | $1.71万 | 加仓 |
| CGAU | CENTERRA GOLD INC | $212.18万 | 0.61% | 133,940 | -121,330 | -47.5% | -$192.21万 | 减仓 |
| FTS | FORTIS INC | $200.25万 | 0.58% | 34,990 | -14,680 | -29.6% | -$84.02万 | 减仓 |
| KGC | KINROSS GOLD CORP | $169.52万 | 0.49% | 71,670 | -15,950 | -18.2% | -$37.73万 | 减仓 |
| TSAT | TELESAT CORP | $157.98万 | 0.45% | 31,180 | -86,318 | -73.5% | -$437.34万 | 重新持有 |
| RBA | RB GLOBAL INC | $137.41万 | 0.39% | 11,800 | -1,935 | -14.1% | -$22.53万 | 减仓 |
| SSMR | SUNSHINE SILVER MNG & REFNG | $132.20万 | 0.38% | 100,000 | 100,000 | — | $132.20万 | 新建仓 |
| NTR | NUTRIEN LTD | $130.08万 | 0.37% | 20,700 | -8,590 | -29.3% | -$53.98万 | 减仓 |
| — | DOCEBO INC | $117.05万 | 0.34% | 65,500 | 65,500 | — | $117.05万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $113.99万 | 0.33% | 22,131 | 14,220 | 179.7% | $73.24万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $38.71万 | 0.11% | 4,092 | -89,801 | -95.6% | -$849.45万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $29.14万 | 0.08% | 1,750 | -320 | -15.5% | -$5.33万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -187,807 | -100.0% | -$783.56万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -1,017,980 | -100.0% | -$659.46万 | 清仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $0 | 0.00% | 0 | -170,580 | -100.0% | -$556.57万 | 清仓 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -305,180 | -100.0% | -$490.85万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -32,480 | -100.0% | -$204.22万 | 清仓 |
| GIB | CGI INC | $0 | 0.00% | 0 | -20,780 | -100.0% | -$151.95万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -33,820 | -100.0% | -$150.49万 | 清仓 |