INTACT INVESTMENT MANAGEMENT INC.
MONTREAL A8 · SEC CIK 0001443077
$35.19亿2026Q2 申报市值
210持仓数
32.2%前十大占比 · 第一大 4.2%
17 / 92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
SPYM 新建仓+$1.40亿
MFC 加仓+$4,825.40万
BMO 加仓+$4,193.53万
RCI 加仓+$3,862.13万
EFXT 加仓+$3,172.68万
2026Q2 卖出最多 按季末市值估算
RY 减仓-$1.13亿
BCE 减仓-$3,115.84万
RBA 减仓-$2,914.58万
TD 减仓-$2,824.38万
CVE 减仓-$2,558.44万
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 |
|---|---|---|---|---|---|---|---|---|
| FSV | FIRSTSERVICE CORP NEW | $45.50万 | 0.01% | 3,200 | 800 | 33.3% | $11.37万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $54.78万 | 0.02% | 14,900 | 14,900 | — | $54.78万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $58.20万 | 0.02% | 118,100 | -57,000 | -32.6% | -$28.09万 | 减仓 |
| ISOU | ISOENERGY LTD | $70.36万 | 0.02% | 70,581 | -38,000 | -35.0% | -$37.88万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $77.26万 | 0.02% | 93,100 | 17,400 | 23.0% | $14.44万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $79.29万 | 0.02% | 38,200 | -75,000 | -66.3% | -$155.67万 | 减仓 |
| AAUC | ALLIED GOLD CORP | $84.11万 | 0.02% | 35,400 | 17,700 | 100.0% | $42.06万 | 加仓 |
| TSAT | TELESAT CORP | $89.26万 | 0.03% | 17,600 | -56,100 | -76.1% | -$284.50万 | 减仓 |
| SVM | SILVERCORP METALS INC | $104.89万 | 0.03% | 103,600 | -59,100 | -36.3% | -$59.84万 | 减仓 |
| MDT | MEDTRONIC PLC | $114.53万 | 0.03% | 14,640 | -44,160 | -75.1% | -$345.46万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $115.23万 | 0.03% | 31,000 | 10,000 | 47.6% | $37.17万 | 加仓 |
| ATS | ATS CORPORATION | $116.70万 | 0.03% | 40,489 | -12,900 | -24.2% | -$37.18万 | 减仓 |
| FSM | FORTUNA MNG CORP | $130.52万 | 0.04% | 154,400 | 7,300 | 5.0% | $6.17万 | 加仓 |
| ALM | ALMONTY INDS INC | $176.65万 | 0.05% | 106,800 | -47,800 | -30.9% | -$79.06万 | 减仓 |
| NKE | NIKE INC | $181.44万 | 0.05% | 44,200 | -52,300 | -54.2% | -$214.69万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $185.98万 | 0.05% | 12,800 | 900 | 7.6% | $13.08万 | 加仓 |
| VZLA | VIZSLA SILVER CORP | $221.18万 | 0.06% | 673,200 | 673,200 | — | $221.18万 | 新建仓 |
| INTU | INTUIT | $227.07万 | 0.06% | 8,700 | 8,700 | — | $227.07万 | 新建仓 |
| GM | GENERAL MTRS CO | $237.41万 | 0.07% | 30,800 | -11,800 | -27.7% | -$90.95万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $251.71万 | 0.07% | 27,600 | 700 | 2.6% | $6.38万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $257.28万 | 0.07% | 104,800 | -4,100 | -3.8% | -$10.07万 | 减仓 |
| — | SANGOMA TECHNOLOGIES CORP | $265.06万 | 0.08% | 694,925 | -22,500 | -3.1% | -$8.58万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $266.27万 | 0.08% | 36,523 | -2,777 | -7.1% | -$20.25万 | 减仓 |
| SPGI | S&P GLOBAL INC | $272.86万 | 0.08% | 6,700 | -4,000 | -37.4% | -$162.90万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $277.05万 | 0.08% | 47,900 | -160,800 | -77.0% | -$930.07万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $279.31万 | 0.08% | 25,800 | 25,800 | — | $279.31万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $282.40万 | 0.08% | 6,800 | 2,800 | 70.0% | $116.28万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $284.76万 | 0.08% | 6,600 | -3,100 | -32.0% | -$133.75万 | 减仓 |
| BMM | BLUE MOON METALS INC | $286.81万 | 0.08% | 452,000 | 452,000 | — | $286.81万 | 新建仓 |
| COP | CONOCOPHILLIPS | $289.01万 | 0.08% | 27,800 | -10,200 | -26.8% | -$106.04万 | 减仓 |
| ADI | ANALOG DEVICES INC | $293.91万 | 0.08% | 7,400 | 3,800 | 105.6% | $150.92万 | 加仓 |
| TER | TERADYNE INC | $295.14万 | 0.08% | 6,100 | 4,600 | 306.7% | $222.57万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $297.85万 | 0.08% | 13,300 | -3,800 | -22.2% | -$85.10万 | 减仓 |
| ETN | EATON CORP PLC | $298.28万 | 0.08% | 7,000 | -8,200 | -53.9% | -$349.42万 | 减仓 |
| SO | SOUTHERN CO | $307.23万 | 0.09% | 32,100 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $311.29万 | 0.09% | 376,400 | -120,700 | -24.3% | -$99.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $313.52万 | 0.09% | 3,100 | 700 | 29.2% | $70.80万 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $315.46万 | 0.09% | 301,300 | -62,900 | -17.3% | -$65.86万 | 减仓 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $324.85万 | 0.09% | 244,300 | 36,300 | 17.5% | $48.27万 | 加仓 |
| DNN | DENISON MINES CORP | $331.26万 | 0.09% | 1,080,100 | -98,200 | -8.3% | -$30.12万 | 减仓 |
| O | REALTY INCOME CORP | $336.44万 | 0.10% | 54,300 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $340.85万 | 0.10% | 232,500 | 37,700 | 19.4% | $55.27万 | 加仓 |
| PLD | PROLOGIS INC. | $344.09万 | 0.10% | 25,400 | 3,700 | 17.1% | $50.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $346.77万 | 0.10% | 21,200 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $347.21万 | 0.10% | 39,100 | 2,200 | 6.0% | $19.54万 | 加仓 |
| SA | SEABRIDGE GOLD INC | $349.39万 | 0.10% | 135,400 | 135,400 | — | $349.39万 | 新建仓 |
| VICI | VICI PPTYS INC | $352.85万 | 0.10% | 132,900 | 43,400 | 48.5% | $115.23万 | 加仓 |
| RBA | RB GLOBAL INC | $355.17万 | 0.10% | 30,510 | -250,372 | -89.1% | -$2,914.58万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $384.93万 | 0.11% | 20,400 | 3,100 | 17.9% | $58.49万 | 加仓 |
| TECK | TECK RESOURCES LTD | $385.02万 | 0.11% | 64,650 | 48,450 | 299.1% | $288.54万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $392.18万 | 0.11% | 117,000 | -8,910 | -7.1% | -$29.87万 | 减仓 |
| QCOM | QUALCOMM INC | $393.60万 | 0.11% | 21,300 | 4,500 | 26.8% | $83.16万 | 加仓 |
| OMC | OMNICOM GROUP INC | $397.65万 | 0.11% | 54,600 | 200 | 0.4% | $1.46万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $399.61万 | 0.11% | 3,000 | 2,200 | 275.0% | $293.05万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $406.98万 | 0.12% | 19,100 | -9,400 | -33.0% | -$200.30万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $429.70万 | 0.12% | 49,566 | -19,030 | -27.7% | -$164.98万 | 减仓 |
| AMGN | AMGEN INC | $430.92万 | 0.12% | 11,900 | -3,400 | -22.2% | -$123.12万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $443.04万 | 0.13% | 114,900 | -5,700 | -4.7% | -$21.98万 | 减仓 |
| BX | BLACKSTONE INC | $443.62万 | 0.13% | 37,700 | 6,500 | 20.8% | $76.49万 | 加仓 |
| PCG | PG&E CORP | $447.92万 | 0.13% | 266,300 | -2,500 | -0.9% | -$4.21万 | 减仓 |
| CRM | SALESFORCE INC | $460.58万 | 0.13% | 29,400 | -2,000 | -6.4% | -$31.33万 | 减仓 |
| PPG | PPG INDS INC | $465.75万 | 0.13% | 38,400 | 38,400 | — | $465.75万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $471.43万 | 0.13% | 93,500 | 2,600 | 2.9% | $13.11万 | 加仓 |
| SYY | SYSCO CORP | $477.24万 | 0.14% | 57,100 | 3,800 | 7.1% | $31.76万 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $478.02万 | 0.14% | 1,010,440 | 15,600 | 1.6% | $7.38万 | 加仓 |
| AYA | AYA GOLD & SILVER INC | $485.59万 | 0.14% | 256,417 | 256,417 | — | $485.59万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $488.40万 | 0.14% | 88,000 | -25,400 | -22.4% | -$140.97万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $488.46万 | 0.14% | 275,500 | 3,500 | 1.3% | $6.21万 | 加仓 |
| TGB | TREKOR METALS LTD | $490.81万 | 0.14% | 711,800 | 711,800 | — | $490.81万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $492.12万 | 0.14% | 17,500 | -6,100 | -25.8% | -$171.54万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $492.17万 | 0.14% | 15,500 | 15,500 | — | $492.17万 | 新建仓 |
| ECL | ECOLAB INC | $504.28万 | 0.14% | 18,100 | 18,100 | — | $504.28万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $506.27万 | 0.14% | 22,900 | 22,900 | — | $506.27万 | 新建仓 |
| HON | HONEYWELL INTL INC | $512.73万 | 0.15% | 22,900 | -3,200 | -12.3% | -$71.65万 | 减仓 |
| WY | WEYERHAEUSER CO | $535.78万 | 0.15% | 223,800 | 43,800 | 24.3% | $104.86万 | 加仓 |
| ERO | ERO COPPER CORP | $536.94万 | 0.15% | 201,100 | 146,200 | 266.3% | $390.35万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $546.80万 | 0.16% | 223,730 | -66,520 | -22.9% | -$162.57万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $548.61万 | 0.16% | 32,917 | -81,960 | -71.3% | -$1,365.99万 | 减仓 |
| STT | STATE STR CORP | $549.50万 | 0.16% | 32,400 | 2,100 | 6.9% | $35.62万 | 加仓 |
| EOG | EOG RES INC | $550.31万 | 0.16% | 42,420 | 2,320 | 5.8% | $30.10万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $568.84万 | 0.16% | 60,080 | -2,700 | -4.3% | -$25.56万 | 减仓 |
| CMS | CMS ENERGY CORP | $570.69万 | 0.16% | 74,600 | -6,100 | -7.6% | -$46.66万 | 减仓 |
| HSY | HERSHEY CO | $577.23万 | 0.16% | 32,900 | 32,500 | 8,125.0% | $570.21万 | 重新持有 |
| SJM | SMUCKER J M CO | $599.62万 | 0.17% | 53,300 | 22,000 | 70.3% | $247.50万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $603.66万 | 0.17% | 76,200 | 76,200 | — | $603.66万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $625.09万 | 0.18% | 292,100 | 57,700 | 24.6% | $123.48万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $628.42万 | 0.18% | 50,500 | 16,600 | 49.0% | $206.57万 | 加仓 |
| ORCL | ORACLE CORP | $628.70万 | 0.18% | 42,900 | -20,730 | -32.6% | -$303.80万 | 减仓 |
| XEL | XCEL ENERGY INC | $629.55万 | 0.18% | 78,400 | 4,000 | 5.4% | $32.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $631.40万 | 0.18% | 5,470 | -4,130 | -43.0% | -$476.72万 | 减仓 |
| EXC | EXELON CORP | $656.88万 | 0.19% | 140,900 | 30,300 | 27.4% | $141.26万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $660.40万 | 0.19% | 53,500 | -9,600 | -15.2% | -$118.50万 | 减仓 |
| BB | BLACKBERRY LTD | $668.11万 | 0.19% | 529,100 | 126,000 | 31.3% | $159.10万 | 加仓 |
| CCI | CROWN CASTLE INC | $670.21万 | 0.19% | 88,500 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $680.30万 | 0.19% | 59,100 | 8,100 | 15.9% | $93.24万 | 加仓 |
| — | EXXON MOBIL CORP | $695.90万 | 0.20% | 50,900 | 800 | 1.6% | $10.94万 | 加仓 |
| OKE | ONEOK INC NEW | $765.07万 | 0.22% | 88,000 | 7,500 | 9.3% | $65.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $766.34万 | 0.22% | 38,300 | -53,080 | -58.1% | -$1,062.08万 | 减仓 |
| FTS | FORTIS INC | $766.47万 | 0.22% | 133,800 | 82,770 | 162.2% | $474.15万 | 加仓 |
| IRM | IRON MTN INC DEL | $779.33万 | 0.22% | 61,700 | -9,900 | -13.8% | -$125.05万 | 减仓 |