Cumberland Partners Ltd
TORONTO A6 · SEC CIK 0001578985
$15.45亿2026Q2 申报市值
153持仓数
37.3%前十大占比 · 第一大 5.2%
15 / 20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
MCK 加仓+$2,990.29万
ADI 加仓+$1,622.36万
UNP 加仓+$1,503.83万
MSFT 加仓+$1,015.73万
LIN 加仓+$901.66万
2026Q2 卖出最多 按季末市值估算
MA 减仓-$2,398.41万
APH 减仓-$2,350.29万
PHM 减仓-$1,449.60万
ETN 减仓-$909.64万
AVGO 减仓-$771.59万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -14,212 | -100.0% | -$467.42万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -55,000 | -100.0% | -$395.62万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -16,250 | -100.0% | -$273.67万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -190,000 | -100.0% | -$273.03万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -35,000 | -100.0% | -$257.18万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$243.26万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$207.39万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,500 | -100.0% | -$188.69万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -10,005 | -100.0% | -$170.63万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$167.58万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -3,000 | -100.0% | -$129.71万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -12,700 | -100.0% | -$118.48万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,500 | -100.0% | -$115.90万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -4,600 | -100.0% | -$113.66万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -5,450 | -100.0% | -$110.27万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -8,900 | -100.0% | -$105.21万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -72,700 | -100.0% | -$95.38万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -6,000 | -100.0% | -$71.24万 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -5,300 | -100.0% | -$50.67万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,920 | -100.0% | -$22.72万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.02万 | 0.01% | 400 | -50 | -11.1% | -$2.50万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $20.39万 | 0.01% | 648 | 648 | — | $20.39万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $22.08万 | 0.01% | 1,970 | 1,970 | — | $22.08万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $23.77万 | 0.02% | 4,427 | -180 | -3.9% | -$9,665 | 减仓 |
| PGR | PROGRESSIVE CORP | $24.12万 | 0.02% | 1,104 | 27 | 2.5% | $5,898 | 加仓 |
| SJNK | SPDR SERIES TRUST | $28.45万 | 0.02% | 11,368 | 1,495 | 15.1% | $3.74万 | 加仓 |
| PFF | ISHARES TR | $29.88万 | 0.02% | 9,800 | 925 | 10.4% | $2.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.05万 | 0.02% | 4,775 | -11,900 | -71.4% | -$87.36万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.70万 | 0.02% | 721 | 20 | 2.9% | $9,902 | 加仓 |
| PFFA | ETFIS SER TR I | $36.09万 | 0.02% | 17,547 | 1,370 | 8.5% | $2.82万 | 加仓 |
| OKE | ONEOK INC NEW | $36.17万 | 0.02% | 4,160 | -12,630 | -75.2% | -$109.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $37.75万 | 0.02% | 735 | -46,698 | -98.5% | -$2,398.41万 | 减仓 |
| — | TIDAL TRUST II | $38.46万 | 0.02% | 19,919 | 581 | 3.0% | $1.12万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $39.28万 | 0.03% | 19,232 | 64 | 0.3% | $1,307 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $40.02万 | 0.03% | 9,934 | 1,065 | 12.0% | $4.29万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $52.17万 | 0.03% | 6,658 | -20 | -0.3% | -$1,567 | 减仓 |
| IAG | IAMGOLD CORP | $65.84万 | 0.04% | 41,500 | 8,000 | 23.9% | $12.69万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $69.28万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $70.14万 | 0.05% | 31,700 | 12,700 | 66.8% | $28.10万 | 加仓 |
| KGC | KINROSS GOLD CORP | $72.66万 | 0.05% | 30,700 | 14,800 | 93.1% | $35.03万 | 加仓 |
| CLS | CELESTICA INC | $72.91万 | 0.05% | 2,000 | -960 | -32.4% | -$35.00万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $73.62万 | 0.05% | 26,588 | -626 | -2.3% | -$1.73万 | 减仓 |
| STN | STANTEC INC | $82.26万 | 0.05% | 11,950 | -70 | -0.6% | -$4,819 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $83.68万 | 0.05% | 5,825 | -3,885 | -40.0% | -$55.81万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $87.41万 | 0.06% | 37,291 | 2,695 | 7.8% | $6.32万 | 加仓 |
| MFC | MANULIFE FINL CORP | $93.47万 | 0.06% | 23,062 | 3,100 | 15.5% | $12.56万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $99.34万 | 0.06% | 13,700 | 8,300 | 153.7% | $60.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $100.41万 | 0.07% | 1,463 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $102.60万 | 0.07% | 10,750 | 10,750 | — | $102.60万 | 新建仓 |
| RDDT | REDDIT INC | $104.15万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $104.23万 | 0.07% | 18,200 | 50 | 0.3% | $2,863 | 加仓 |
| CVE | CENOVUS ENERGY INC | $105.94万 | 0.07% | 42,716 | 42,716 | — | $105.94万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $107.48万 | 0.07% | 44,523 | -1,525 | -3.3% | -$3.68万 | 减仓 |
| TW | TRADEWEB MKTS INC | $109.63万 | 0.07% | 11,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $113.79万 | 0.07% | 12,332 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $116.97万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $119.78万 | 0.08% | 22,115 | -1,785 | -7.5% | -$9.67万 | 减仓 |
| EOG | EOG RES INC | $122.44万 | 0.08% | 9,438 | -95 | -1.0% | -$1.23万 | 减仓 |
| USIG | ISHARES TR | $122.88万 | 0.08% | 23,957 | 1,550 | 6.9% | $7.95万 | 加仓 |
| — | ISHARES TR | $126.08万 | 0.08% | 14,838 | 225 | 1.5% | $1.91万 | 加仓 |
| UI | UBIQUITI INC | $129.24万 | 0.08% | 2,420 | 2,420 | — | $129.24万 | 新建仓 |
| SN | SHARKNINJA INC | $131.56万 | 0.09% | 8,640 | 8,640 | — | $131.56万 | 新建仓 |
| TLH | ISHARES TR | $132.26万 | 0.09% | 13,180 | 1,235 | 10.3% | $12.39万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $137.38万 | 0.09% | 11,940 | -1,600 | -11.8% | -$18.41万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $139.09万 | 0.09% | 17,600 | -6,400 | -26.7% | -$50.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.67万 | 0.09% | 5,180 | 1,180 | 29.5% | $33.18万 | 重新持有 |
| IGSB | ISHARES TR | $150.03万 | 0.10% | 28,627 | 1,650 | 6.1% | $8.65万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $151.34万 | 0.10% | 5,700 | 750 | 15.2% | $19.91万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $154.46万 | 0.10% | 15,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $156.66万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MINING CORPORATION | $163.24万 | 0.11% | 109,500 | 54,900 | 100.5% | $81.84万 | 加仓 |
| EMR | EMERSON ELEC CO | $169.63万 | 0.11% | 11,850 | 1,300 | 12.3% | $18.61万 | 加仓 |
| VEEV | VEEVA SYS INC | $175.70万 | 0.11% | 9,900 | 3,900 | 65.0% | $69.21万 | 加仓 |
| AS | AMER SPORTS INC | $183.87万 | 0.12% | 54,335 | 54,335 | — | $183.87万 | 新建仓 |
| RMD | RESMED INC | $185.14万 | 0.12% | 9,500 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $185.18万 | 0.12% | 8,700 | 8,700 | — | $185.18万 | 新建仓 |
| FN | FABRINET | $195.04万 | 0.13% | 3,470 | 3,470 | — | $195.04万 | 新建仓 |
| WWD | WOODWARD INC | $195.70万 | 0.13% | 4,600 | 4,600 | — | $195.70万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $197.02万 | 0.13% | 2,600 | 2,600 | — | $197.02万 | 新建仓 |
| IGIB | ISHARES TR | $200.31万 | 0.13% | 37,673 | 2,720 | 7.8% | $14.46万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $200.50万 | 0.13% | 9,945 | -430 | -4.1% | -$8.67万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $212.72万 | 0.14% | 26,100 | 26,100 | — | $212.72万 | 新建仓 |
| MSCI | MSCI INC | $212.82万 | 0.14% | 3,800 | 800 | 26.7% | $44.80万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $217.40万 | 0.14% | 31,400 | -50 | -0.2% | -$3,462 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $225.00万 | 0.15% | 14,800 | -11,000 | -42.6% | -$167.23万 | 减仓 |
| SPGI | S&P GLOBAL INC | $226.03万 | 0.15% | 5,550 | 609 | 12.3% | $24.80万 | 加仓 |
| KLAC | KLA CORP | $226.28万 | 0.15% | 7,500 | -3,500 | -31.8% | -$105.60万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $233.96万 | 0.15% | 26,880 | 26,880 | — | $233.96万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $236.88万 | 0.15% | 52,825 | 25,515 | 93.4% | $114.42万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $238.44万 | 0.15% | 3,000 | 3,000 | — | $238.44万 | 新建仓 |
| CB | CHUBB LIMITED | $238.52万 | 0.15% | 7,000 | 2,000 | 40.0% | $68.15万 | 加仓 |
| PSMT | PRICESMART INC | $240.46万 | 0.16% | 12,310 | 12,310 | — | $240.46万 | 新建仓 |
| TPR | TAPESTRY INC | $248.85万 | 0.16% | 17,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $269.91万 | 0.17% | 17,015 | 7,015 | 70.2% | $111.28万 | 加仓 |
| EME | EMCOR GROUP INC | $270.79万 | 0.18% | 3,263 | 13 | 0.4% | $1.08万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $272.81万 | 0.18% | 28,382 | 3,600 | 14.5% | $34.60万 | 加仓 |
| APP | APPLOVIN CORP | $283.38万 | 0.18% | 5,500 | 0 | 0.0% | — | 不变 |
| BGSI | BOYD GROUP SERVICES INC | $293.43万 | 0.19% | 31,000 | 100 | 0.3% | $9,465 | 加仓 |
| EFA | ISHARES TR | $295.81万 | 0.19% | 28,476 | 9 | 0.0% | $935 | 加仓 |
| BAC | BANK OF AMER CORP | $300.14万 | 0.19% | 52,675 | -2,850 | -5.1% | -$16.24万 | 减仓 |