QV Investors Inc.
CALGARY A0 · SEC CIK 0001570253
$12.36亿2026Q1 申报市值
65持仓数
43.5%前十大占比 · 第一大 5.8%
2 / 2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
WFG 新建仓+$1,536.80万
CVX 加仓+$1,424.73万
EOG 加仓+$1,378.93万
BN 加仓+$1,043.14万
EXXON MOBIL CORP 加仓+$922.44万
2026Q1 卖出最多 按季末市值估算
ENB 减仓-$1,968.87万
SLF 减仓-$1,761.06万
JNJ 减仓-$1,409.96万
BAM 清仓-$1,310.00万
AMAT 减仓-$790.91万
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 |
|---|---|---|---|---|---|---|---|---|
| BAM | BROOKFIELD ASSET MGMT-A | $0 | 0.00% | 0 | -249,744 | -100.0% | -$1,310.00万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV/THE | $0 | 0.00% | 0 | -50,126 | -100.0% | -$79.40万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $91.70万 | 0.07% | 18,800 | -400 | -2.1% | -$1.95万 | 减仓 |
| OGS | ONE GAS INC | $120.80万 | 0.10% | 14,030 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC-CL A | $165.50万 | 0.13% | 35,215 | 6,290 | 21.7% | $29.56万 | 加仓 |
| HAE | HAEMONETICS CORP/MASS | $173.10万 | 0.14% | 30,720 | 8,850 | 40.5% | $49.87万 | 加仓 |
| XPEL | XPEL INC | $228.60万 | 0.19% | 51,650 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $252.60万 | 0.20% | 2,919 | -70 | -2.3% | -$6.06万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $262.20万 | 0.21% | 27,200 | -560 | -2.0% | -$5.40万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $287.70万 | 0.23% | 9,510 | -210 | -2.2% | -$6.35万 | 减仓 |
| HD | HOME DEPOT INC | $291.60万 | 0.24% | 8,867 | -190 | -2.1% | -$6.25万 | 减仓 |
| LII | LENNOX INTERNATIONAL INC | $353.40万 | 0.29% | 7,614 | -170 | -2.2% | -$7.89万 | 减仓 |
| MMM | 3M CO | $355.80万 | 0.29% | 24,500 | -510 | -2.0% | -$7.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $372.00万 | 0.30% | 12,645 | -250 | -1.9% | -$7.35万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $377.00万 | 0.31% | 11,030 | -23,140 | -67.7% | -$790.91万 | 减仓 |
| ROST | ROSS STORES INC | $400.10万 | 0.32% | 18,470 | -350 | -1.9% | -$7.58万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $491.20万 | 0.40% | 10,251 | -230 | -2.2% | -$11.02万 | 减仓 |
| CMI | CUMMINS INC | $494.20万 | 0.40% | 9,185 | -4,080 | -30.8% | -$219.52万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $606.60万 | 0.49% | 48,347 | -1,000 | -2.0% | -$12.55万 | 减仓 |
| PCAR | PACCAR INC | $635.80万 | 0.51% | 55,050 | -980 | -1.7% | -$11.32万 | 减仓 |
| NRC | NRC HEALTH | $647.50万 | 0.52% | 381,310 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $653.40万 | 0.53% | 26,730 | -57,680 | -68.3% | -$1,409.96万 | 减仓 |
| OZK | BANK OZK | $667.10万 | 0.54% | 145,370 | -14,180 | -8.9% | -$65.07万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $691.50万 | 0.56% | 25,554 | -22,820 | -47.2% | -$617.52万 | 减仓 |
| AZO | AUTOZONE INC | $730.30万 | 0.59% | 2,162 | -60 | -2.7% | -$20.27万 | 减仓 |
| EL | ESTEE LAUDER COMPANIES-CL A | $732.90万 | 0.59% | 102,120 | -6,500 | -6.0% | -$46.65万 | 减仓 |
| NFLX | NETFLIX INC | $873.90万 | 0.71% | 90,890 | 90,890 | — | $873.90万 | 新建仓 |
| THO | THOR INDUSTRIES INC | $882.00万 | 0.71% | 110,406 | 590 | 0.5% | $4.71万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $957.60万 | 0.77% | 33,300 | -14,570 | -30.4% | -$418.99万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $996.50万 | 0.81% | 50,832 | -3,040 | -5.6% | -$59.60万 | 减仓 |
| CNC | CENTENE CORP | $1,035.00万 | 0.84% | 316,132 | -155,820 | -33.0% | -$510.15万 | 减仓 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $1,056.90万 | 0.86% | 287,598 | 79,330 | 38.1% | $291.53万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $1,117.60万 | 0.90% | 119,975 | -34,875 | -22.5% | -$324.87万 | 减仓 |
| UL | UNILEVER PLC-SPONSORED ADR | $1,207.10万 | 0.98% | 211,883 | -10,900 | -4.9% | -$62.10万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,326.70万 | 1.07% | 63,700 | -1,280 | -2.0% | -$26.66万 | 减仓 |
| HAL | HALLIBURTON CO | $1,358.10万 | 1.10% | 348,320 | 235,260 | 208.1% | $917.28万 | 加仓 |
| STN | STANTEC INC | $1,381.70万 | 1.12% | 160,335 | -690 | -0.4% | -$5.95万 | 重新持有 |
| SOLV | SOLVENTUM CORP | $1,467.10万 | 1.19% | 224,672 | -14,580 | -6.1% | -$95.21万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,478.40万 | 1.20% | 165,020 | -10,790 | -6.1% | -$96.67万 | 减仓 |
| — | EXXON MOBIL CORP | $1,522.20万 | 1.23% | 89,721 | 54,370 | 153.8% | $922.44万 | 加仓 |
| WFG | WEST FRASER TIMBER CO LTD | $1,536.80万 | 1.24% | 236,042 | 236,042 | — | $1,536.80万 | 新建仓 |
| MRK | MERCK & CO. INC. | $1,551.00万 | 1.26% | 128,937 | -7,750 | -5.7% | -$93.23万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1,565.40万 | 1.27% | 64,521 | -4,030 | -5.9% | -$97.78万 | 减仓 |
| DG | DOLLAR GENERAL CORP | $1,574.70万 | 1.27% | 132,630 | -8,860 | -6.3% | -$105.19万 | 减仓 |
| CVX | CHEVRON CORP | $1,902.20万 | 1.54% | 91,937 | 68,860 | 298.4% | $1,424.73万 | 加仓 |
| PEP | PEPSICO INC | $2,231.10万 | 1.81% | 143,675 | -7,360 | -4.9% | -$114.29万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE | $2,411.40万 | 1.95% | 123,410 | -2,500 | -2.0% | -$48.85万 | 减仓 |
| EOG | EOG RESOURCES INC | $2,417.90万 | 1.96% | 167,245 | 95,380 | 132.7% | $1,378.93万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $2,603.80万 | 2.11% | 199,426 | -4,181 | -2.1% | -$54.59万 | 减仓 |
| CNQ | CANADIAN NATURAL RESOURCES | $2,746.40万 | 2.22% | 564,807 | -11,918 | -2.1% | -$57.95万 | 减仓 |
| BN | BROOKFIELD CORP | $2,763.20万 | 2.24% | 684,089 | 258,252 | 60.6% | $1,043.14万 | 加仓 |
| RBA | RB GLOBAL INC | $2,935.70万 | 2.38% | 307,092 | -6,475 | -2.1% | -$61.90万 | 减仓 |
| DOO | BRP INC/CA- SUB VOTING | $3,142.40万 | 2.54% | 438,538 | -9,216 | -2.1% | -$66.04万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC | $3,225.50万 | 2.61% | 516,510 | -282,005 | -35.3% | -$1,761.06万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC-B | $3,261.80万 | 2.64% | 850,843 | -17,924 | -2.1% | -$68.71万 | 减仓 |
| MGA | MAGNA INTERNATIONAL INC | $3,263.30万 | 2.64% | 586,191 | -12,365 | -2.1% | -$68.84万 | 减仓 |
| ENB | ENBRIDGE INC | $3,946.40万 | 3.19% | 730,325 | -364,361 | -33.3% | -$1,968.87万 | 减仓 |
| EMA | EMERA INC | $4,045.30万 | 3.27% | 782,886 | -16,495 | -2.1% | -$85.23万 | 减仓 |
| TD | TORONTO-DOMINION BANK | $4,295.30万 | 3.48% | 461,384 | -9,692 | -2.1% | -$90.23万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $4,354.10万 | 3.52% | 401,295 | -8,441 | -2.1% | -$91.59万 | 减仓 |
| FTS | FORTIS INC | $4,743.90万 | 3.84% | 853,037 | -46,671 | -5.2% | -$259.55万 | 减仓 |
| GIB | CGI INC | $5,047.60万 | 4.08% | 692,642 | -14,568 | -2.1% | -$106.16万 | 减仓 |
| FNV | FRANCO-NEVADA CORP | $5,477.20万 | 4.43% | 221,912 | -4,648 | -2.1% | -$114.72万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,592.70万 | 4.53% | 712,976 | -15,015 | -2.1% | -$117.78万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY CO | $6,321.10万 | 5.12% | 616,110 | -12,959 | -2.1% | -$132.96万 | 减仓 |
| RY | ROYAL BANK OF CANADA | $6,644.90万 | 5.38% | 412,370 | -8,649 | -2.1% | -$139.37万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $7,221.80万 | 5.84% | 1,171,414 | -16,250 | -1.4% | -$100.18万 | 减仓 |