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 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | $304.38万 | 0.20% | 159,280 | -2,090 | -1.3% | -$3.99万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $313.43万 | 0.20% | 55,900 | 5,900 | 11.8% | $33.08万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $315.36万 | 0.20% | 14,800 | 1,150 | 8.4% | $24.50万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $324.76万 | 0.21% | 125,198 | -271 | -0.2% | -$7,030 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $345.42万 | 0.22% | 24,300 | -180 | -0.7% | -$2.56万 | 减仓 |
| DE | DEERE & CO | $355.35万 | 0.23% | 5,602 | 51 | 0.9% | $3.24万 | 加仓 |
| SII | SPROTT INC | $364.94万 | 0.24% | 32,400 | -3,800 | -10.5% | -$42.80万 | 减仓 |
| DIS | DISNEY WALT CO | $379.35万 | 0.25% | 39,413 | 20,935 | 113.3% | $201.50万 | 加仓 |
| FIX | COMFORT SYS USA INC | $396.39万 | 0.26% | 2,000 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $415.66万 | 0.27% | 8,368 | -1,008 | -10.8% | -$50.07万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $433.28万 | 0.28% | 22,596 | 5 | 0.0% | $959 | 加仓 |
| PFE | PFIZER INC | $450.43万 | 0.29% | 187,055 | -4,800 | -2.5% | -$11.56万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $451.22万 | 0.29% | 45,090 | -2,000 | -4.2% | -$20.01万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $458.68万 | 0.30% | 38,450 | 5,500 | 16.7% | $65.61万 | 加仓 |
| NTR | NUTRIEN LTD | $534.12万 | 0.35% | 84,810 | 31,810 | 60.0% | $200.33万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $535.43万 | 0.35% | 61,876 | 5,304 | 9.4% | $45.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $541.66万 | 0.35% | 12,500 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $544.09万 | 0.35% | 117,655 | 6,333 | 5.7% | $29.29万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $549.53万 | 0.36% | 232,800 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $577.01万 | 0.37% | 22,550 | 6,375 | 39.4% | $163.12万 | 加仓 |
| BLK | BLACKROCK INC | $578.38万 | 0.37% | 6,015 | 2,620 | 77.2% | $251.93万 | 加仓 |
| GLD | SPDR GOLD TR | $600.61万 | 0.39% | 16,304 | -101 | -0.6% | -$3.72万 | 减仓 |
| AGI | ALAMOS GOLD INC | $624.96万 | 0.40% | 206,200 | 1,900 | 0.9% | $5.76万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $665.51万 | 0.43% | 6,804 | -467 | -6.4% | -$45.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $672.49万 | 0.44% | 5,826 | -1,074 | -15.6% | -$123.97万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $679.01万 | 0.44% | 38,479 | 3,584 | 10.3% | $63.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $697.04万 | 0.45% | 9,641 | -62 | -0.6% | -$4.48万 | 减仓 |
| ET | ENERGY TRANSFER L P | $726.57万 | 0.47% | 380,005 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $759.10万 | 0.49% | 41,960 | 10,380 | 32.9% | $187.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $799.75万 | 0.52% | 31,490 | -570 | -1.8% | -$14.48万 | 减仓 |
| MDA | MDA SPACE LTD | $808.24万 | 0.52% | 195,695 | 9,995 | 5.4% | $41.28万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $824.71万 | 0.53% | 35,380 | 18,400 | 108.4% | $428.90万 | 加仓 |
| NDAQ | NASDAQ INC | $967.32万 | 0.63% | 122,725 | 25,600 | 26.4% | $201.78万 | 加仓 |
| GE | GE AEROSPACE | $1,111.77万 | 0.72% | 29,748 | 12,498 | 72.5% | $467.09万 | 加仓 |
| ABBV | ABBVIE INC | $1,173.83万 | 0.76% | 46,647 | 21,140 | 82.9% | $531.97万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1,186.35万 | 0.77% | 97,731 | 2,802 | 3.0% | $34.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,242.35万 | 0.80% | 37,954 | -4 | -0.0% | -$1,309 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,248.59万 | 0.81% | 46,440 | 24,435 | 111.0% | $656.96万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,266.13万 | 0.82% | 53,349 | 36,930 | 224.9% | $876.46万 | 加仓 |
| PHM | PULTE GROUP INC | $1,480.81万 | 0.96% | 107,923 | -105,648 | -49.5% | -$1,449.60万 | 减仓 |
| CSCO | CISCO SYS INC | $1,520.81万 | 0.98% | 129,475 | 60,080 | 86.6% | $705.70万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,601.30万 | 1.04% | 173,884 | -2,068 | -1.2% | -$19.04万 | 减仓 |
| CCJ | CAMECO CORP | $1,672.58万 | 1.08% | 164,268 | 39,892 | 32.1% | $406.18万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,677.13万 | 1.09% | 42,227 | 40,848 | 2,962.1% | $1,622.36万 | 加仓 |
| URNM | SPROTT FDS TR | $1,925.26万 | 1.25% | 366,088 | 143,955 | 64.8% | $757.06万 | 加仓 |
| APH | AMPHENOL CORP | $1,953.34万 | 1.26% | 110,784 | -133,297 | -54.6% | -$2,350.29万 | 减仓 |
| TJX | TJX COS INC NEW | $1,982.94万 | 1.28% | 130,887 | 16,239 | 14.2% | $246.02万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,137.02万 | 1.38% | 49,530 | -6,600 | -11.8% | -$284.76万 | 减仓 |
| NFLX | NETFLIX INC. | $2,162.01万 | 1.40% | 302,802 | 4,728 | 1.6% | $33.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,270.51万 | 1.47% | 47,543 | 10,120 | 27.0% | $483.30万 | 加仓 |
| AZN | ASTRAZENECA PLC | $2,310.22万 | 1.50% | 121,834 | -23,912 | -16.4% | -$453.42万 | 减仓 |
| V | VISA INC | $2,347.35万 | 1.52% | 68,418 | -16,314 | -19.3% | -$559.72万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $2,376.08万 | 1.54% | 461,735 | 136,567 | 42.0% | $702.77万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,690.54万 | 1.74% | 64,734 | -503 | -0.8% | -$20.91万 | 减仓 |
| GOOGL | ALPHABET INC | $2,891.88万 | 1.87% | 80,921 | 9,574 | 13.4% | $342.15万 | 加仓 |
| META | META PLATFORMS INC | $2,974.51万 | 1.93% | 52,806 | 1,764 | 3.5% | $99.36万 | 加仓 |
| AVGO | BROADCOM INC | $3,159.65万 | 2.05% | 83,644 | -20,426 | -19.6% | -$771.59万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3,288.99万 | 2.13% | 832,392 | 208,688 | 33.5% | $824.58万 | 加仓 |
| MCK | MCKESSON CORP | $3,320.86万 | 2.15% | 43,950 | 39,575 | 904.6% | $2,990.29万 | 加仓 |
| AME | AMETEK INC | $3,455.85万 | 2.24% | 142,839 | -697 | -0.5% | -$16.86万 | 减仓 |
| UNP | UNION PAC CORP | $3,509.92万 | 2.27% | 129,041 | 55,288 | 75.0% | $1,503.83万 | 加仓 |
| ETN | EATON CORP PLC | $3,559.30万 | 2.30% | 83,528 | -21,347 | -20.4% | -$909.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,343.76万 | 2.81% | 46,434 | 902 | 2.0% | $84.38万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $4,531.22万 | 2.93% | 522,360 | -3,963 | -0.8% | -$34.38万 | 减仓 |
| AAPL | APPLE INC | $4,672.50万 | 3.02% | 161,477 | -1,114 | -0.7% | -$32.23万 | 减仓 |
| LLY | ELI LILLY & CO | $4,726.59万 | 3.06% | 39,407 | 3,172 | 8.8% | $380.46万 | 加仓 |
| LIN | LINDE PLC | $4,774.66万 | 3.09% | 92,008 | 17,375 | 23.3% | $901.66万 | 加仓 |
| WMT | WALMART INC | $5,055.69万 | 3.27% | 446,379 | 27,279 | 6.5% | $308.96万 | 加仓 |
| GOOG | ALPHABET INC | $5,923.22万 | 3.83% | 167,640 | -919 | -0.5% | -$32.47万 | 减仓 |
| AMZN | AMAZON COM INC | $6,207.92万 | 4.02% | 260,465 | -1,646 | -0.6% | -$39.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,601.97万 | 4.27% | 176,987 | 27,230 | 18.2% | $1,015.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,077.04万 | 4.58% | 353,693 | -1,772 | -0.5% | -$35.46万 | 减仓 |
| RY | ROYAL BK CDA | $7,989.02万 | 5.17% | 386,426 | 25,423 | 7.0% | $525.60万 | 加仓 |