QV Investors Inc.
CALGARY A0 · SEC CIK 0001570253
$12.99亿2026Q2 申报市值
68持仓数
42.5%前十大占比 · 第一大 5.5%
4 / 1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
STN 加仓+$2,422.33万
MSFT 新建仓+$1,434.60万
GIB 加仓+$1,396.20万
NFLX 加仓+$993.66万
XOM 新建仓+$863.50万
2026Q2 卖出最多 按季末市值估算
RY 减仓-$1,776.50万
EXXON MOBIL CORP 清仓-$1,522.20万
ODFL 减仓-$1,457.67万
MRK 减仓-$1,420.73万
TFII 减仓-$1,226.99万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -89,721 | -100.0% | -$1,522.20万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $103.80万 | 0.08% | 18,210 | -590 | -3.1% | -$3.36万 | 减仓 |
| VNOM | VIPER ENERGY INC-CL A | $149.30万 | 0.11% | 35,215 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $151.50万 | 0.12% | 19,660 | 5,630 | 40.1% | $43.38万 | 加仓 |
| TREX | TREX COMPANY INC | $161.50万 | 0.12% | 32,270 | 32,270 | — | $161.50万 | 新建仓 |
| MCK | MCKESSON CORP | $213.80万 | 0.16% | 2,829 | -90 | -3.1% | -$6.80万 | 减仓 |
| HAE | HAEMONETICS CORP/MASS | $230.40万 | 0.18% | 30,720 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $236.00万 | 0.18% | 18,367 | -110,570 | -85.8% | -$1,420.73万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $253.50万 | 0.20% | 26,340 | -860 | -3.2% | -$8.28万 | 减仓 |
| XPEL | XPEL INC | $256.20万 | 0.20% | 51,650 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $303.20万 | 0.23% | 8,597 | -270 | -3.0% | -$9.52万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $311.90万 | 0.24% | 9,220 | -290 | -3.0% | -$9.81万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $324.60万 | 0.25% | 4,490 | -6,540 | -59.3% | -$472.80万 | 减仓 |
| ROST | ROSS STORES INC | $380.60万 | 0.29% | 17,880 | -590 | -3.2% | -$12.56万 | 减仓 |
| MMM | 3M CO | $384.20万 | 0.30% | 23,730 | -770 | -3.1% | -$12.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $400.80万 | 0.31% | 12,245 | -400 | -3.2% | -$13.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $496.90万 | 0.38% | 9,931 | -320 | -3.1% | -$16.01万 | 减仓 |
| CMI | CUMMINS INC | $529.20万 | 0.41% | 7,420 | -1,765 | -19.2% | -$125.88万 | 减仓 |
| PCAR | PACCAR INC | $640.40万 | 0.49% | 53,310 | -1,740 | -3.2% | -$20.90万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $657.30万 | 0.51% | 25,880 | -850 | -3.2% | -$21.59万 | 减仓 |
| AZO | AUTOZONE INC | $671.80万 | 0.52% | 2,102 | -60 | -2.8% | -$19.18万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $682.50万 | 0.53% | 84,095 | -35,880 | -29.9% | -$291.20万 | 减仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $713.60万 | 0.55% | 74,347 | 26,000 | 53.8% | $249.55万 | 加仓 |
| OZK | BANK OZK | $740.00万 | 0.57% | 142,060 | -3,310 | -2.3% | -$17.24万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $777.10万 | 0.60% | 224,130 | 224,130 | — | $777.10万 | 新建仓 |
| NRC | NRC HEALTH | $803.50万 | 0.62% | 372,503 | -8,807 | -2.3% | -$19.00万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP | $863.50万 | 0.66% | 63,161 | 63,161 | — | $863.50万 | 新建仓 |
| HAL | HALLIBURTON CO | $889.50万 | 0.68% | 262,000 | -86,320 | -24.8% | -$293.06万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1,019.20万 | 0.78% | 49,472 | -1,360 | -2.7% | -$28.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,033.80万 | 0.80% | 24,874 | -680 | -2.7% | -$28.26万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,063.40万 | 0.82% | 104,060 | -60,960 | -36.9% | -$622.96万 | 减仓 |
| EL | ESTEE LAUDER COMPANIES-CL A | $1,077.90万 | 0.83% | 136,530 | 34,410 | 33.7% | $271.67万 | 加仓 |
| LII | LENNOX INTERNATIONAL INC | $1,130.10万 | 0.87% | 19,724 | 12,110 | 159.0% | $693.85万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $1,158.20万 | 0.89% | 32,410 | -890 | -2.7% | -$31.80万 | 减仓 |
| CVX | CHEVRON CORP | $1,167.90万 | 0.90% | 70,457 | -21,480 | -23.4% | -$356.05万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE | $1,215.30万 | 0.94% | 56,110 | -67,300 | -54.5% | -$1,457.67万 | 减仓 |
| UL | UNILEVER PLC-SPONSORED ADR | $1,240.60万 | 0.95% | 206,353 | -5,530 | -2.6% | -$33.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,434.60万 | 1.10% | 38,460 | 38,460 | — | $1,434.60万 | 新建仓 |
| AMZN | AMAZON.COM INC | $1,475.80万 | 1.14% | 61,920 | -1,780 | -2.8% | -$42.42万 | 减仓 |
| THO | THOR INDUSTRIES INC | $1,488.10万 | 1.15% | 197,996 | 87,590 | 79.3% | $658.31万 | 加仓 |
| NFLX | NETFLIX INC | $1,642.60万 | 1.26% | 230,060 | 139,170 | 153.1% | $993.66万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1,687.20万 | 1.30% | 218,692 | -5,980 | -2.7% | -$46.14万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1,707.90万 | 1.31% | 62,791 | -1,730 | -2.7% | -$47.06万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $1,757.90万 | 1.35% | 156,597 | -42,829 | -21.5% | -$480.78万 | 减仓 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $1,771.20万 | 1.36% | 369,468 | 81,870 | 28.5% | $392.48万 | 加仓 |
| DG | DOLLAR GENERAL CORP | $1,840.00万 | 1.42% | 159,850 | 27,220 | 20.5% | $313.32万 | 加仓 |
| PEP | PEPSICO INC | $1,892.80万 | 1.46% | 139,795 | -3,880 | -2.7% | -$52.53万 | 减仓 |
| CNC | CENTENE CORP | $1,975.60万 | 1.52% | 307,772 | -8,360 | -2.6% | -$53.66万 | 减仓 |
| EOG | EOG RESOURCES INC | $2,114.50万 | 1.63% | 162,995 | -4,250 | -2.5% | -$55.13万 | 减仓 |
| CNQ | CANADIAN NATURAL RESOURCES | $2,114.70万 | 1.63% | 534,597 | -30,210 | -5.3% | -$119.50万 | 减仓 |
| WFG | WEST FRASER TIMBER CO LTD | $2,409.10万 | 1.85% | 355,987 | 119,945 | 50.8% | $811.71万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC-B | $2,663.40万 | 2.05% | 818,963 | -31,880 | -3.7% | -$103.68万 | 减仓 |
| BN | BROOKFIELD CORP | $2,769.90万 | 2.13% | 649,449 | -34,640 | -5.1% | -$147.74万 | 减仓 |
| RBA | RB GLOBAL INC | $3,402.60万 | 2.62% | 292,372 | -14,720 | -4.8% | -$171.31万 | 减仓 |
| DOO | BRP INC/CA- SUB VOTING | $3,409.40万 | 2.62% | 558,363 | 119,825 | 27.3% | $731.66万 | 加仓 |
| STN | STANTEC INC | $3,527.80万 | 2.72% | 511,665 | 351,330 | 219.1% | $2,422.33万 | 加仓 |
| MGA | MAGNA INTERNATIONAL INC | $3,647.20万 | 2.81% | 554,841 | -31,350 | -5.3% | -$206.08万 | 减仓 |
| ENB | ENBRIDGE INC | $3,773.50万 | 2.90% | 696,095 | -34,230 | -4.7% | -$185.56万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC | $3,824.60万 | 2.94% | 487,300 | -29,210 | -5.7% | -$229.26万 | 减仓 |
| EMA | EMERA INC | $3,962.20万 | 3.05% | 747,226 | -35,660 | -4.6% | -$189.09万 | 减仓 |
| FNV | FRANCO-NEVADA CORP | $4,412.90万 | 3.40% | 211,562 | -10,350 | -4.7% | -$215.89万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $4,547.50万 | 3.50% | 316,026 | -85,269 | -21.2% | -$1,226.99万 | 减仓 |
| FTS | FORTIS INC | $4,709.10万 | 3.62% | 822,277 | -30,760 | -3.6% | -$176.16万 | 减仓 |
| TD | TORONTO-DOMINION BANK | $4,795.50万 | 3.69% | 394,545 | -66,839 | -14.5% | -$812.40万 | 减仓 |
| GIB | CGI INC | $5,871.60万 | 4.52% | 908,728 | 216,086 | 31.2% | $1,396.20万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,924.20万 | 4.56% | 683,546 | -29,430 | -4.1% | -$255.07万 | 减仓 |
| RY | ROYAL BANK OF CANADA | $6,759.60万 | 5.20% | 326,549 | -85,821 | -20.8% | -$1,776.50万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY CO | $7,059.50万 | 5.43% | 591,760 | -24,350 | -4.0% | -$290.49万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $7,121.10万 | 5.48% | 1,052,334 | -119,080 | -10.2% | -$805.81万 | 减仓 |