PCJ Investment Counsel Ltd.
TORONTO A6 · SEC CIK 0001426318
$3.52亿2026Q1 申报市值
59持仓数
42.3%前十大占比 · 第一大 8.8%
10 / 12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
BBUC 新建仓+$3,096.76万
GFL 新建仓+$783.56万
BEP 新建仓+$556.57万
CM 加仓+$506.14万
ARIS 新建仓+$482.42万
2026Q1 卖出最多 按季末市值估算
BROOKFIELD BUSIN 清仓-$4,116.22万
BN 减仓-$944.62万
MEOH 清仓-$827.95万
CRH 减仓-$782.69万
RBA 减仓-$660.93万
2026Q1 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 | $3,096.76万 | 8.80% | 978,912 | 978,912 | — | $3,096.76万 | 新建仓 |
| CAE | CAE INC | $2,040.51万 | 5.80% | 782,693 | 22,108 | 2.9% | $57.64万 | 加仓 |
| EFXT | ENERFLEX LTD | $1,383.52万 | 3.93% | 661,252 | -232,834 | -26.0% | -$487.15万 | 减仓 |
| RY | ROYAL BK CDA | $1,355.58万 | 3.85% | 83,840 | 2,990 | 3.7% | $48.34万 | 加仓 |
| BTE | BAYTEX ENERGY CORP | $1,254.87万 | 3.56% | 2,805,993 | 322,355 | 13.0% | $144.16万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $1,198.88万 | 3.41% | 93,893 | -21,337 | -18.5% | -$272.44万 | 减仓 |
| CRH | CRH PLC | $1,185.47万 | 3.37% | 112,773 | -74,457 | -39.8% | -$782.69万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $1,173.76万 | 3.33% | 442,865 | 36,395 | 9.0% | $96.46万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1,136.82万 | 3.23% | 121,860 | 6,320 | 5.5% | $58.96万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,058.42万 | 3.01% | 293,154 | 109,374 | 59.5% | $394.89万 | 加仓 |
| DNN | DENISON MINES CORP | $942.59万 | 2.68% | 2,659,200 | -259,610 | -8.9% | -$92.02万 | 减仓 |
| SHOP | SHOPIFY INC | $888.42万 | 2.52% | 74,860 | 4,150 | 5.9% | $49.25万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $802.24万 | 2.28% | 555,385 | -326,555 | -37.0% | -$471.70万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $783.56万 | 2.23% | 187,807 | 187,807 | — | $783.56万 | 新建仓 |
| IAG | IAMGOLD CORP | $758.65万 | 2.15% | 403,320 | -238,730 | -37.2% | -$449.06万 | 减仓 |
| ENB | ENBRIDGE INC | $669.82万 | 1.90% | 123,540 | 12,230 | 11.0% | $66.31万 | 加仓 |
| — | TASEKO MINES LTD | $659.46万 | 1.87% | 1,017,980 | 67,690 | 7.1% | $43.85万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $640.94万 | 1.82% | 62,260 | 30,110 | 93.7% | $309.97万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $623.46万 | 1.77% | 127,800 | 8,000 | 6.7% | $39.03万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $618.81万 | 1.76% | 30,480 | -1,690 | -5.3% | -$34.31万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $586.60万 | 1.67% | 43,300 | 1,450 | 3.5% | $19.64万 | 加仓 |
| ERO | ERO COPPER CORP | $564.67万 | 1.60% | 211,859 | 118,640 | 127.3% | $316.21万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $557.72万 | 1.58% | 58,930 | 53,480 | 981.3% | $506.14万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $556.57万 | 1.58% | 170,580 | 170,580 | — | $556.57万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $550.47万 | 1.56% | 83,210 | 8,030 | 10.7% | $53.12万 | 加仓 |
| — | ORLA MNG LTD NEW | $490.85万 | 1.39% | 305,180 | -212,300 | -41.0% | -$341.46万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $482.42万 | 1.37% | 259,765 | 259,765 | — | $482.42万 | 新建仓 |
| PPTA | PERPETUA RESOURCES CORP | $462.42万 | 1.31% | 164,070 | 164,070 | — | $462.42万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $452.79万 | 1.29% | 255,270 | 109,290 | 74.9% | $193.85万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $445.90万 | 1.27% | 99,545 | -40,775 | -29.1% | -$182.65万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $422.90万 | 1.20% | 53,730 | 2,020 | 3.9% | $15.90万 | 加仓 |
| SKE | SKEENA RES LTD NEW | $421.47万 | 1.20% | 141,490 | -980 | -0.7% | -$2.92万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $411.26万 | 1.17% | 354,400 | -151,790 | -30.0% | -$176.15万 | 减仓 |
| BN | BROOKFIELD CORP | $409.43万 | 1.16% | 101,020 | -233,070 | -69.8% | -$944.62万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $393.73万 | 1.12% | 29,990 | 1,600 | 5.6% | $21.01万 | 加仓 |
| TFII | TRANSFORCE INC | $392.15万 | 1.11% | 36,020 | 27,280 | 312.1% | $297.00万 | 加仓 |
| B | BARRICK MNG CORP | $388.19万 | 1.10% | 94,970 | -10,910 | -10.3% | -$44.59万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $385.66万 | 1.10% | 413,240 | -148,400 | -26.4% | -$138.49万 | 减仓 |
| MFC | MANULIFE FINL CORP | $347.16万 | 0.99% | 100,761 | -6,200 | -5.8% | -$21.36万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $338.58万 | 0.96% | 161,660 | 161,660 | — | $338.58万 | 新建仓 |
| CCJ | CAMECO CORP | $335.76万 | 0.95% | 30,930 | 8,440 | 37.5% | $91.62万 | 加仓 |
| TECK | TECK RESOURCES LTD | $333.40万 | 0.95% | 64,430 | 34,730 | 116.9% | $179.71万 | 加仓 |
| ALM | ALMONTY INDS INC | $291.05万 | 0.83% | 200,000 | 200,000 | — | $291.05万 | 新建仓 |
| FTS | FORTIS INC | $277.16万 | 0.79% | 49,670 | 49,670 | — | $277.16万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $267.93万 | 0.76% | 87,620 | -3,560 | -3.9% | -$10.89万 | 减仓 |
| CLS | CELESTICA INC | $264.65万 | 0.75% | 9,380 | 4,770 | 103.5% | $134.58万 | 加仓 |
| FSM | FORTUNA MNG CORP | $256.87万 | 0.73% | 258,330 | -228,190 | -46.9% | -$226.90万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $256.86万 | 0.73% | 44,610 | 14,950 | 50.4% | $86.08万 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $239.20万 | 0.68% | 458,250 | -402,840 | -46.8% | -$210.28万 | 减仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $224.41万 | 0.64% | 250,900 | 128,270 | 104.6% | $114.73万 | 加仓 |
| NTR | NUTRIEN LTD | $221.14万 | 0.63% | 29,290 | 5,360 | 22.4% | $40.47万 | 加仓 |
| CVNA | CARVANA CO | $204.22万 | 0.58% | 6,496 | -15,404 | -70.3% | -$484.27万 | 减仓 |
| GIB | CGI INC | $151.95万 | 0.43% | 20,780 | -55,150 | -72.6% | -$403.27万 | 减仓 |
| AGI | ALAMOS GOLD INC | $150.49万 | 0.43% | 33,820 | 33,820 | — | $150.49万 | 新建仓 |
| ATS | ATS CORPORATION | $140.96万 | 0.40% | 50,000 | 50,000 | — | $140.96万 | 新建仓 |
| RBA | RB GLOBAL INC | $131.65万 | 0.37% | 13,735 | -68,955 | -83.4% | -$660.93万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $46.75万 | 0.13% | 6,740 | -67,490 | -90.9% | -$468.12万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $44.06万 | 0.13% | 7,911 | -83,089 | -91.3% | -$462.81万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $33.64万 | 0.10% | 2,070 | -10,600 | -83.7% | -$172.26万 | 重新持有 |
| — | BROOKFIELD BUSINESS PARTNERS | $0 | 0.00% | 0 | -1,163,486 | -100.0% | -$4,116.22万 | 清仓 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | -208,630 | -100.0% | -$827.95万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -118,918 | -100.0% | -$616.54万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -20,400 | -100.0% | -$494.41万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -21,468 | -100.0% | -$477.21万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -256,360 | -100.0% | -$427.73万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -9,940 | -100.0% | -$367.73万 | 清仓 |
| TSAT | TELESAT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZLA | VIZSLA SILVER CORP | $0 | 0.00% | 0 | -551,440 | -100.0% | -$302.13万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -72,079 | -100.0% | -$300.57万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -72,980 | -100.0% | -$105.71万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -5,980 | -100.0% | -$93.77万 | 清仓 |
| OR | OR ROYALTIES INC. | $0 | 0.00% | 0 | -24,890 | -100.0% | -$88.09万 | 清仓 |