Lorne Steinberg Wealth Management Inc.
MONTREAL, QUEBEC Z4 · SEC CIK 0001851362
$4.87亿2026Q2 申报市值
72持仓数
35.7%前十大占比 · 第一大 5.6%
2 / 4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
MCD 加仓+$282.45万
AMZN 加仓+$118.67万
CP 加仓+$108.66万
SLF 加仓+$103.45万
BN 加仓+$83.87万
2026Q2 卖出最多 按季末市值估算
Telus Corp. 清仓-$492.65万
VTRS 减仓-$428.83万
MIDD 清仓-$313.42万
HYG 减仓-$118.88万
JNK 减仓-$89.72万
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 |
|---|---|---|---|---|---|---|---|---|
| — | Telus Corp. | $0 | 0.00% | 0 | -383,388 | -100.0% | -$492.65万 | 清仓 |
| MIDD | Middleby Corp | $0 | 0.00% | 0 | -23,640 | -100.0% | -$313.42万 | 清仓 |
| ENB | Enbridge Inc | $0 | 0.00% | 0 | -4,735 | -100.0% | -$25.66万 | 清仓 |
| SU | Suncor Energy Inc. | $0 | 0.00% | 0 | -3,706 | -100.0% | -$24.51万 | 清仓 |
| BAC | Bank of America | $20.75万 | 0.04% | 3,641 | -350 | -8.8% | -$1.99万 | 重新持有 |
| CAT | Caterpillar Inc. | $26.62万 | 0.05% | 250 | 250 | — | $26.62万 | 新建仓 |
| FTS | Fortis Inc. | $26.66万 | 0.05% | 4,656 | -1,123 | -19.4% | -$6.43万 | 重新持有 |
| BHP | BHP Billiton | $27.82万 | 0.06% | 3,339 | 79 | 2.4% | $6,581 | 重新持有 |
| PG | Procter and Gamble | $30.93万 | 0.06% | 2,109 | -14 | -0.7% | -$2,053 | 减仓 |
| RCL | Royal Caribbean Cruises | $31.75万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| HUM | Humana Inc. | $31.78万 | 0.07% | 800 | 0 | 0.0% | — | 重新持有 |
| ING | ING Groep ADR | $32.16万 | 0.07% | 10,250 | 0 | 0.0% | — | 不变 |
| JNK | SPDR Bloomberg Barclays High Yield Bond ETF | $33.15万 | 0.07% | 3,440 | -9,310 | -73.0% | -$89.72万 | 减仓 |
| AMGN | Amgen | $33.50万 | 0.07% | 925 | 0 | 0.0% | — | 不变 |
| NVDA | NVidia | $35.86万 | 0.07% | 1,792 | 290 | 19.3% | $5.80万 | 加仓 |
| MRK | Merck & Company | $38.85万 | 0.08% | 3,023 | 0 | 0.0% | — | 不变 |
| WMT | Wal Mart Stores | $42.31万 | 0.09% | 3,736 | 515 | 16.0% | $5.83万 | 加仓 |
| COST | Costco Wholesale Corp | $46.87万 | 0.10% | 501 | 22 | 4.6% | $2.06万 | 加仓 |
| ASML | ASML Hldgs ADR | $49.34万 | 0.10% | 248 | 248 | — | $49.34万 | 新建仓 |
| EWC | iShares MSCI Canada ETF | $59.82万 | 0.12% | 10,378 | -425 | -3.9% | -$2.45万 | 减仓 |
| GLW | Corning Inc. | $63.86万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $74.89万 | 0.15% | 1 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly & Co | $75.44万 | 0.16% | 629 | 0 | 0.0% | — | 不变 |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $81.69万 | 0.17% | 10,215 | -14,865 | -59.3% | -$118.88万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $113.88万 | 0.23% | 3,223 | 0 | 0.0% | — | 不变 |
| URTH | iShares MSCI World ETF | $148.68万 | 0.31% | 7,337 | 698 | 10.5% | $14.14万 | 加仓 |
| NKE | Nike Inc.Cl B | $154.35万 | 0.32% | 37,601 | 1,050 | 2.9% | $4.31万 | 加仓 |
| KMB | Kimberly Clark Corp | $281.54万 | 0.58% | 25,648 | 960 | 3.9% | $10.54万 | 加仓 |
| TSCO | Tractor Supply Co | $282.41万 | 0.58% | 89,342 | 2,255 | 2.6% | $7.13万 | 加仓 |
| LIN | Linde PLC | $302.02万 | 0.62% | 5,820 | 525 | 9.9% | $27.24万 | 重新持有 |
| KVUE | Kenvue Inc | $376.78万 | 0.77% | 197,165 | 5,810 | 3.0% | $11.10万 | 加仓 |
| ADP | Automatic Data Processing Inc. | $388.98万 | 0.80% | 17,369 | 570 | 3.4% | $12.77万 | 加仓 |
| TU | Telus Corp | $416.47万 | 0.86% | 393,951 | 30,694 | 8.4% | $32.45万 | 重新持有 |
| BCE | BCE Inc. | $423.15万 | 0.87% | 196,535 | 5,267 | 2.8% | $11.34万 | 加仓 |
| AAPL | Apple Inc. | $473.31万 | 0.97% | 16,357 | -362 | -2.2% | -$10.47万 | 减仓 |
| OTEX | Open Text Corp | $473.50万 | 0.97% | 214,033 | 9,690 | 4.7% | $21.44万 | 加仓 |
| CNQ | Cdn Natural Resources Ltd | $475.56万 | 0.98% | 120,238 | 4,639 | 4.0% | $18.35万 | 加仓 |
| DEO | Diageo PLC ADR | $476.45万 | 0.98% | 59,275 | 1,775 | 3.1% | $14.27万 | 加仓 |
| UL | Unilever PLC ADR | $533.72万 | 1.10% | 88,776 | 2,181 | 2.5% | $13.11万 | 加仓 |
| MCD | McDonalds Corp | $553.32万 | 1.14% | 20,470 | 10,449 | 104.3% | $282.45万 | 加仓 |
| VTRS | Viatris Inc | $562.11万 | 1.16% | 353,971 | -270,045 | -43.3% | -$428.83万 | 减仓 |
| RCI | Rogers Communications | $562.26万 | 1.16% | 172,908 | 6,854 | 4.1% | $22.29万 | 加仓 |
| META | Meta Platforms | $573.99万 | 1.18% | 10,190 | 218 | 2.2% | $12.28万 | 加仓 |
| STT | State Street Corp | $673.23万 | 1.38% | 39,695 | 810 | 2.1% | $13.74万 | 加仓 |
| ADBE | Adobe Systems Inc. | $680.67万 | 1.40% | 33,200 | 1,216 | 3.8% | $24.93万 | 加仓 |
| DIS | Walt Disney Co. | $711.61万 | 1.46% | 73,934 | 1,924 | 2.7% | $18.52万 | 加仓 |
| NTR | Nutrien Ltd | $716.91万 | 1.47% | 113,848 | 4,338 | 4.0% | $27.32万 | 加仓 |
| SBUX | Starbucks Corp | $725.94万 | 1.49% | 71,038 | 1,790 | 2.6% | $18.29万 | 加仓 |
| BN | Brookfield Corp | $770.04万 | 1.58% | 180,569 | 19,666 | 12.2% | $83.87万 | 加仓 |
| SNN | Smith & Nephew PLC ADR | $789.90万 | 1.62% | 274,176 | 7,796 | 2.9% | $22.46万 | 加仓 |
| MFC | Manulife Financial Corp | $898.95万 | 1.85% | 221,755 | 4,591 | 2.1% | $18.61万 | 加仓 |
| CTVA | Corteva Inc. | $929.26万 | 1.91% | 109,725 | 1,860 | 1.7% | $15.75万 | 加仓 |
| JNJ | Johnson & Johnson | $982.28万 | 2.02% | 38,677 | 823 | 2.2% | $20.90万 | 加仓 |
| V | Visa Inc. | $1,004.81万 | 2.06% | 29,287 | 806 | 2.8% | $27.65万 | 加仓 |
| BNS | Bank of Nova Scotia | $1,012.21万 | 2.08% | 116,512 | 3,969 | 3.5% | $34.48万 | 加仓 |
| — | Electronic Arts Inc | $1,038.42万 | 2.13% | 50,645 | 1,205 | 2.4% | $24.71万 | 加仓 |
| GS | Goldman Sachs | $1,046.57万 | 2.15% | 10,348 | 206 | 2.0% | $20.83万 | 加仓 |
| MS | Morgan Stanley | $1,079.82万 | 2.22% | 51,656 | 635 | 1.2% | $13.27万 | 加仓 |
| AXP | American Express Co. | $1,119.07万 | 2.30% | 33,084 | 605 | 1.9% | $20.46万 | 加仓 |
| CVS | CVS Health Corporation | $1,146.85万 | 2.36% | 110,860 | 2,006 | 1.8% | $20.75万 | 加仓 |
| BRK/B | Berkshire Hathaway B | $1,159.75万 | 2.38% | 23,177 | 360 | 1.6% | $18.01万 | 加仓 |
| ALL | Allstate Corporation | $1,223.96万 | 2.52% | 51,440 | 650 | 1.3% | $15.47万 | 加仓 |
| AMZN | Amazon.Com Inc | $1,232.24万 | 2.53% | 51,701 | 4,979 | 10.7% | $118.67万 | 加仓 |
| JPM | JPMorgan Chase & Co | $1,289.94万 | 2.65% | 39,408 | 620 | 1.6% | $20.29万 | 加仓 |
| SLF | Sun Life Financial Inc. | $1,310.02万 | 2.69% | 166,933 | 13,183 | 8.6% | $103.45万 | 加仓 |
| CSCO | Cisco Systems Inc | $1,313.12万 | 2.70% | 111,793 | 780 | 0.7% | $9.16万 | 加仓 |
| MSFT | Microsoft Corp | $1,342.57万 | 2.76% | 35,992 | 1,132 | 3.2% | $42.23万 | 加仓 |
| CP | Cdn Pacific KC Railway Ltd | $1,348.40万 | 2.77% | 155,599 | 12,539 | 8.8% | $108.66万 | 加仓 |
| TRP | TC Energy Corp. | $1,386.77万 | 2.85% | 209,505 | 6,120 | 3.0% | $40.51万 | 加仓 |
| CNI | Cdn National Railway | $1,413.26万 | 2.90% | 118,480 | 4,500 | 3.9% | $53.68万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $1,452.48万 | 2.98% | 30,414 | 771 | 2.6% | $36.82万 | 加仓 |
| CM | Cdn Imperial Bank of Commerce | $1,687.31万 | 3.47% | 146,592 | 2,604 | 1.8% | $29.97万 | 加仓 |
| BMO | Bank of Montreal | $1,801.83万 | 3.70% | 101,991 | 1,318 | 1.3% | $23.28万 | 加仓 |
| TD | Toronto Dominion Bank | $1,972.04万 | 4.05% | 162,268 | 3,803 | 2.4% | $46.22万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $2,223.70万 | 4.57% | 62,224 | 883 | 1.4% | $31.56万 | 加仓 |
| RY | Royal Bank of Canada | $2,742.90万 | 5.64% | 132,522 | 2,155 | 1.7% | $44.60万 | 加仓 |