Ewing Morris & Co. Investment Partners Ltd.
TORONTO Z4 · SEC CIK 0001846838
$2.22亿2026Q1 申报市值
86持仓数
48.3%前十大占比 · 第一大 18.2%
12 / 18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
CMP 加仓+$674.58万
EFA 新建仓+$367.91万
IVV 加仓+$233.33万
EEM 新建仓+$209.23万
SPY 加仓+$205.28万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$384.92万
RPD 减仓-$346.47万
VAC 清仓-$241.49万
LION 清仓-$231.05万
WMS 清仓-$218.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CMP | COMPASS MINERALS INTL INC | $4,044.00万 | 18.21% | 2,014,327 | 336,011 | 20.0% | $674.58万 | 加仓 |
| IVV | ISHARES TR | $1,119.54万 | 5.04% | 17,139 | 3,572 | 26.3% | $233.33万 | 加仓 |
| — | BANDWIDTH INC | $1,094.50万 | 4.93% | 12,200,000 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $932.41万 | 4.20% | 201,689 | 36,414 | 22.0% | $168.34万 | 加仓 |
| GLD | SPDR GOLD TR | $710.49万 | 3.20% | 16,512 | 734 | 4.7% | $31.58万 | 加仓 |
| FIVN | FIVE9 INC | $608.55万 | 2.74% | 7,000,000 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $583.77万 | 2.63% | 10,500,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $566.57万 | 2.55% | 35,160 | 5,546 | 18.7% | $89.37万 | 加仓 |
| SRI | STONERIDGE INC | $549.56万 | 2.47% | 1,365,054 | 28,850 | 2.2% | $11.61万 | 加仓 |
| EFXT | ENERFLEX LTD | $521.30万 | 2.35% | 250,000 | -50,000 | -16.7% | -$104.26万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $511.92万 | 2.31% | 405,961 | 23,794 | 6.2% | $30.00万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $496.70万 | 2.24% | 53,354 | -3 | -0.0% | -$279 | 减仓 |
| BL | BLACKLINE INC | $472.04万 | 2.13% | 5,000,000 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $468.66万 | 2.11% | 36,651 | 0 | 0.0% | — | 不变 |
| — | XOMETRY INC | $436.51万 | 1.97% | 4,100,000 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $433.78万 | 1.95% | 101,683 | 15,000 | 17.3% | $63.99万 | 加仓 |
| RPD | RAPID7 INC | $376.79万 | 1.70% | 4,350,000 | -4,000,000 | -47.9% | -$346.47万 | 减仓 |
| CABO | CABLE ONE INC | $375.23万 | 1.69% | 5,000,000 | -1,000,000 | -16.7% | -$75.05万 | 减仓 |
| EFA | ISHARES TR | $367.91万 | 1.66% | 37,878 | 37,878 | — | $367.91万 | 新建仓 |
| FTS | FORTIS INC | $364.47万 | 1.64% | 65,538 | 1,130 | 1.8% | $6.28万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $358.88万 | 1.62% | 26,581 | -7 | -0.0% | -$945 | 减仓 |
| ZD | ZIFF DAVIS INC | $329.99万 | 1.49% | 78,643 | 10,395 | 15.2% | $43.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $322.81万 | 1.45% | 4,952 | 3,149 | 174.7% | $205.28万 | 加仓 |
| SWIM | LATHAM GROUP INC | $311.28万 | 1.40% | 579,658 | -261,684 | -31.1% | -$140.52万 | 减仓 |
| ASTL | ALGOMA STL GROUP INC | $292.03万 | 1.32% | 710,000 | 97,500 | 15.9% | $40.10万 | 加仓 |
| — | SANGOMA TECHNOLOGIES CORP | $262.41万 | 1.18% | 668,254 | 174,300 | 35.3% | $68.44万 | 加仓 |
| TRP | TC ENERGY CORP | $246.87万 | 1.11% | 39,156 | 116 | 0.3% | $7,314 | 加仓 |
| STIP | ISHARES TR | $233.91万 | 1.05% | 22,615 | -963 | -4.1% | -$9.96万 | 减仓 |
| BL | BLACKLINE INC | $222.00万 | 1.00% | 60,000 | 52,500 | 700.0% | $194.25万 | 加仓 |
| EEM | ISHARES TR | $209.23万 | 0.94% | 36,843 | 36,843 | — | $209.23万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $204.17万 | 0.92% | 14,700 | 4,700 | 47.0% | $65.28万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $186.24万 | 0.84% | 37,951 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $179.45万 | 0.81% | 2,000,000 | 0 | 0.0% | — | 不变 |
| — | SNDL INC | $173.43万 | 0.78% | 1,301,222 | 250,000 | 23.8% | $33.32万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $172.19万 | 0.78% | 8,612 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $171.32万 | 0.77% | 31,705 | 1,446 | 4.8% | $7.81万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $157.40万 | 0.71% | 22,769 | 3 | 0.0% | $207 | 加仓 |
| RGLD | ROYAL GOLD INC | $142.26万 | 0.64% | 5,590 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $130.09万 | 0.59% | 756,345 | 336,345 | 80.1% | $57.85万 | 加仓 |
| FUL | FULLER H B CO | $123.36万 | 0.56% | 20,000 | -20,000 | -50.0% | -$123.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.71万 | 0.54% | 2,519 | 1,016 | 67.6% | $48.69万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $118.84万 | 0.54% | 30,932 | -12,303 | -28.5% | -$47.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $116.50万 | 0.52% | 2,510 | 2,510 | — | $116.50万 | 新建仓 |
| ACWI | ISHARES TR | $110.70万 | 0.50% | 8,000 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $106.60万 | 0.48% | 100,000 | 100 | 0.1% | $1,066 | 加仓 |
| CRON | CRONOS GROUP INC | $98.37万 | 0.44% | 390,000 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $97.78万 | 0.44% | 61,000 | -10,000 | -14.1% | -$16.03万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $95.90万 | 0.43% | 1,000,000 | 1,000,000 | — | $95.90万 | 新建仓 |
| GOGO | GOGO INC | $94.09万 | 0.42% | 234,052 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $92.70万 | 0.42% | 30,186 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $87.67万 | 0.39% | 875,000 | 875,000 | — | $87.67万 | 新建仓 |
| CLS | CELESTICA INC | $86.47万 | 0.39% | 3,075 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $79.92万 | 0.36% | 2,165 | 1,146 | 112.5% | $42.30万 | 加仓 |
| — | STRATEGY INC | $75.51万 | 0.34% | 10,681 | 1,189 | 12.5% | $8.41万 | 加仓 |
| SLSR | SOLARIS RES INC | $74.96万 | 0.34% | 87,100 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $68.95万 | 0.31% | 2,717 | -696 | -20.4% | -$17.66万 | 减仓 |
| USMV | ISHARES TR | $66.59万 | 0.30% | 7,180 | 250 | 3.6% | $2.32万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $64.10万 | 0.29% | 6,730 | 90 | 1.4% | $8,571 | 加仓 |
| QQQ | INVESCO QQQ TR | $60.14万 | 0.27% | 1,042 | -6,669 | -86.5% | -$384.92万 | 减仓 |
| VAL | VALARIS LTD | $59.85万 | 0.27% | 6,105 | 6,105 | — | $59.85万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $59.48万 | 0.27% | 7,567 | -45 | -0.6% | -$3,537 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $57.79万 | 0.26% | 4,410 | -590 | -11.8% | -$7.73万 | 减仓 |
| OR | OR ROYALTIES INC. | $55.31万 | 0.25% | 14,550 | 0 | 0.0% | — | 不变 |
| — | HIGH TIDE INC | $54.52万 | 0.25% | 240,000 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $52.70万 | 0.24% | 14,636 | 3,010 | 25.9% | $10.84万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $50.44万 | 0.23% | 4,913 | 406 | 9.0% | $4.17万 | 加仓 |
| AMZN | AMAZON COM INC | $47.24万 | 0.21% | 2,268 | -25 | -1.1% | -$5,207 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $45.76万 | 0.21% | 6,940 | -45 | -0.6% | -$2,967 | 减仓 |
| — | DOCEBO INC | $44.51万 | 0.20% | 25,477 | 25,477 | — | $44.51万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $42.21万 | 0.19% | 1,435 | -200 | -12.2% | -$5.88万 | 减仓 |
| TFII | TRANSFORCE INC | $41.94万 | 0.19% | 3,848 | 1,487 | 63.0% | $16.21万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $39.69万 | 0.18% | 139,736 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $37.88万 | 0.17% | 13,400 | 2,300 | 20.7% | $6.50万 | 加仓 |
| MFC | MANULIFE FINL CORP | $36.94万 | 0.17% | 10,757 | 213 | 2.0% | $7,314 | 加仓 |
| EMA | EMERA INC | $29.58万 | 0.13% | 5,725 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.17万 | 0.13% | 1,031 | -1,722 | -62.5% | -$48.72万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $29.11万 | 0.13% | 4,661 | 540 | 13.1% | $3.37万 | 加仓 |
| ZYME | ZYMEWORKS INC | $27.17万 | 0.12% | 10,850 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $26.43万 | 0.12% | 27,000 | 27,000 | — | $26.43万 | 新建仓 |
| IEF | ISHARES TR | $24.71万 | 0.11% | 2,589 | -4,548 | -63.7% | -$43.41万 | 减仓 |
| TSLA | TESLA INC | $23.64万 | 0.11% | 636 | -4,243 | -87.0% | -$157.73万 | 减仓 |
| GEV | GE VERNOVA INC | $23.58万 | 0.11% | 270 | 270 | — | $23.58万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.48万 | 0.10% | 3,090 | 3,090 | — | $22.48万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $22.04万 | 0.10% | 1,361 | 1,361 | — | $22.04万 | 新建仓 |
| NTR | NUTRIEN LTD | $21.75万 | 0.10% | 2,870 | 2,870 | — | $21.75万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.35万 | 0.09% | 2,116 | 1,908 | 917.3% | $18.35万 | 重新持有 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -2,500,000 | -100.0% | -$241.49万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$231.05万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -14,873 | -100.0% | -$218.05万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$198.32万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -9,710 | -100.0% | -$125.59万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -5,474 | -100.0% | -$118.97万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -6,834 | -100.0% | -$118.42万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -7,469 | -100.0% | -$114.88万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -6,892 | -100.0% | -$57.78万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -4,055 | -100.0% | -$54.24万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -3,800 | -100.0% | -$44.14万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,600 | -100.0% | -$39.94万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,111 | -100.0% | -$39.44万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,730 | -100.0% | -$33.69万 | 清仓 |