Lorne Steinberg Wealth Management Inc.
MONTREAL, QUEBEC Z4 · SEC CIK 0001851362
$4.22亿2026Q1 申报市值
68持仓数
33.4%前十大占比 · 第一大 5.0%
3 / 3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
Telus Corp. 新建仓+$492.65万
ADBE 加仓+$414.14万
CP 加仓+$253.09万
MSFT 加仓+$251.75万
CNI 加仓+$189.60万
2026Q1 卖出最多 按季末市值估算
BDX 清仓-$520.17万
BNS 减仓-$396.30万
CM 减仓-$380.95万
META 减仓-$213.00万
EFA 清仓-$22.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RY | Royal Bank of Canada | $2,107.04万 | 4.99% | 130,367 | 2,443 | 1.9% | $39.48万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $1,763.92万 | 4.18% | 61,341 | 446 | 0.7% | $12.83万 | 加仓 |
| TD | Toronto Dominion Bank | $1,479.64万 | 3.51% | 158,465 | 2,768 | 1.8% | $25.85万 | 加仓 |
| CM | Cdn Imperial Bank of Commerce | $1,364.34万 | 3.23% | 143,988 | -40,204 | -21.8% | -$380.95万 | 减仓 |
| BMO | Bank of Montreal | $1,363.27万 | 3.23% | 100,673 | 2,043 | 2.1% | $27.67万 | 加仓 |
| MSFT | Microsoft Corp | $1,290.41万 | 3.06% | 34,860 | 6,801 | 24.2% | $251.75万 | 加仓 |
| TRP | TC Energy Corp. | $1,273.31万 | 3.02% | 203,385 | 3,071 | 1.5% | $19.23万 | 加仓 |
| CNI | Cdn National Railway | $1,172.89万 | 2.78% | 113,980 | 18,425 | 19.3% | $189.60万 | 加仓 |
| JPM | JPMorgan Chase & Co | $1,140.99万 | 2.70% | 38,788 | 432 | 1.1% | $12.71万 | 加仓 |
| CP | Cdn Pacific KC Railway Ltd | $1,125.54万 | 2.67% | 143,060 | 32,169 | 29.0% | $253.09万 | 加仓 |
| BRK/B | Berkshire Hathaway B | $1,093.39万 | 2.59% | 22,817 | -160 | -0.7% | -$7.67万 | 减仓 |
| ALL | Allstate Corporation | $1,053.08万 | 2.49% | 50,790 | -26 | -0.1% | -$5,391 | 减仓 |
| — | Electronic Arts Inc | $1,007.93万 | 2.39% | 49,440 | 145 | 0.3% | $2.96万 | 加仓 |
| TSM | Taiwan Semiconductor Mfg ADR | $1,001.79万 | 2.37% | 29,643 | 90 | 0.3% | $3.04万 | 加仓 |
| AXP | American Express Co. | $982.42万 | 2.33% | 32,479 | 85 | 0.3% | $2.57万 | 加仓 |
| AMZN | Amazon.Com Inc | $973.08万 | 2.31% | 46,722 | 999 | 2.2% | $20.81万 | 加仓 |
| SLF | Sun Life Financial Inc. | $963.00万 | 2.28% | 153,750 | 26,582 | 20.9% | $166.49万 | 加仓 |
| JNJ | Johnson & Johnson | $925.30万 | 2.19% | 37,854 | 680 | 1.8% | $16.62万 | 加仓 |
| CTVA | Corteva Inc. | $902.94万 | 2.14% | 107,865 | -690 | -0.6% | -$5.78万 | 减仓 |
| CSCO | Cisco Systems Inc | $861.35万 | 2.04% | 111,013 | -355 | -0.3% | -$2.75万 | 减仓 |
| V | Visa Inc. | $860.81万 | 2.04% | 28,481 | 407 | 1.4% | $12.30万 | 加仓 |
| GS | Goldman Sachs | $858.00万 | 2.03% | 10,142 | -164 | -1.6% | -$13.87万 | 减仓 |
| SNN | Smith & Nephew PLC ADR | $846.56万 | 2.01% | 266,380 | 1,060 | 0.4% | $3.37万 | 加仓 |
| VTRS | Viatris Inc | $843.05万 | 2.00% | 624,016 | 900 | 0.1% | $1.22万 | 加仓 |
| MS | Morgan Stanley | $839.65万 | 1.99% | 51,021 | -187 | -0.4% | -$3.08万 | 减仓 |
| NTR | Nutrien Ltd | $826.48万 | 1.96% | 109,510 | 1,455 | 1.3% | $10.98万 | 加仓 |
| CVS | CVS Health Corporation | $781.79万 | 1.85% | 108,854 | -70 | -0.1% | -$5,027 | 减仓 |
| BNS | Bank of Nova Scotia | $780.29万 | 1.85% | 112,543 | -57,159 | -33.7% | -$396.30万 | 减仓 |
| ADBE | Adobe Systems Inc. | $777.47万 | 1.84% | 31,984 | 17,037 | 114.0% | $414.14万 | 加仓 |
| MFC | Manulife Financial Corp | $747.92万 | 1.77% | 217,164 | 2,796 | 1.3% | $9.63万 | 加仓 |
| DIS | Walt Disney Co. | $694.03万 | 1.64% | 72,010 | 685 | 1.0% | $6.60万 | 加仓 |
| BN | Brookfield Corp | $651.86万 | 1.54% | 160,903 | 1,877 | 1.2% | $7.60万 | 加仓 |
| RCI | Rogers Communications | $638.49万 | 1.51% | 166,054 | 6,045 | 3.8% | $23.24万 | 加仓 |
| SBUX | Starbucks Corp | $620.39万 | 1.47% | 69,248 | 1,542 | 2.3% | $13.81万 | 加仓 |
| META | Meta Platforms | $570.53万 | 1.35% | 9,972 | -3,723 | -27.2% | -$213.00万 | 减仓 |
| CNQ | Cdn Natural Resources Ltd | $563.79万 | 1.34% | 115,599 | 2,193 | 1.9% | $10.70万 | 加仓 |
| UL | Unilever PLC ADR | $493.33万 | 1.17% | 86,595 | -13 | -0.0% | -$741 | 减仓 |
| — | Telus Corp. | $492.65万 | 1.17% | 383,388 | 383,388 | — | $492.65万 | 新建仓 |
| STT | State Street Corp | $492.13万 | 1.17% | 38,885 | -160 | -0.4% | -$2.02万 | 减仓 |
| BCE | BCE Inc. | $482.50万 | 1.14% | 191,268 | 4,691 | 2.5% | $11.83万 | 加仓 |
| OTEX | Open Text Corp | $455.27万 | 1.08% | 204,343 | 9,730 | 5.0% | $21.68万 | 加仓 |
| DEO | Diageo PLC ADR | $428.09万 | 1.01% | 57,500 | 1,500 | 2.7% | $11.17万 | 加仓 |
| AAPL | Apple Inc. | $424.31万 | 1.01% | 16,719 | 126 | 0.8% | $3.20万 | 加仓 |
| TSCO | Tractor Supply Co | $394.50万 | 0.93% | 87,087 | -25 | -0.0% | -$1,132 | 减仓 |
| ADP | Automatic Data Processing Inc. | $341.32万 | 0.81% | 16,799 | 309 | 1.9% | $6.28万 | 加仓 |
| KVUE | Kenvue Inc | $329.90万 | 0.78% | 191,355 | 1,770 | 0.9% | $3.05万 | 加仓 |
| MIDD | Middleby Corp | $313.42万 | 0.74% | 23,640 | -155 | -0.7% | -$2.05万 | 减仓 |
| MCD | McDonalds Corp | $311.44万 | 0.74% | 10,021 | 420 | 4.4% | $13.05万 | 加仓 |
| KMB | Kimberly Clark Corp | $238.17万 | 0.56% | 24,688 | -67 | -0.3% | -$6,463 | 减仓 |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $199.54万 | 0.47% | 25,080 | -860 | -3.3% | -$6.84万 | 重新持有 |
| NKE | Nike Inc.Cl B | $193.06万 | 0.46% | 36,551 | 1,110 | 3.1% | $5.86万 | 加仓 |
| JNK | SPDR Bloomberg Barclays High Yield Bond ETF | $122.04万 | 0.29% | 12,750 | 240 | 1.9% | $2.30万 | 重新持有 |
| URTH | iShares MSCI World ETF | $119.52万 | 0.28% | 6,639 | -272 | -3.9% | -$4.90万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $92.45万 | 0.22% | 3,223 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $71.81万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| EWC | iShares MSCI Canada ETF | $59.19万 | 0.14% | 10,803 | 3,678 | 51.6% | $20.15万 | 加仓 |
| LLY | Eli Lilly & Co | $57.85万 | 0.14% | 629 | -100 | -13.7% | -$9.20万 | 减仓 |
| COST | Costco Wholesale Corp | $47.73万 | 0.11% | 479 | 9 | 1.9% | $8,968 | 加仓 |
| WMT | Wal Mart Stores | $40.03万 | 0.09% | 3,221 | 725 | 29.0% | $9.01万 | 加仓 |
| MRK | Merck & Company | $36.36万 | 0.09% | 3,023 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc. | $33.99万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen | $32.55万 | 0.08% | 925 | 925 | — | $32.55万 | 新建仓 |
| PG | Procter and Gamble | $30.66万 | 0.07% | 2,123 | -500 | -19.1% | -$7.22万 | 减仓 |
| RCL | Royal Caribbean Cruises | $27.52万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| ING | ING Groep ADR | $26.70万 | 0.06% | 10,250 | 0 | 0.0% | — | 不变 |
| NVDA | NVidia | $26.19万 | 0.06% | 1,502 | -310 | -17.1% | -$5.41万 | 减仓 |
| ENB | Enbridge Inc | $25.66万 | 0.06% | 4,735 | 316 | 7.2% | $1.71万 | 加仓 |
| SU | Suncor Energy Inc. | $24.51万 | 0.06% | 3,706 | 3,706 | — | $24.51万 | 新建仓 |
| BDX | Becton Dickinson & Co | $0 | 0.00% | 0 | -26,803 | -100.0% | -$520.17万 | 清仓 |
| TU | Telus Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIN | Linde PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTS | Fortis Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | iShares MSCI EAFE ETF | $0 | 0.00% | 0 | -2,345 | -100.0% | -$22.52万 | 清仓 |
| BAC | Bank of America | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | Oracle Corp | $0 | 0.00% | 0 | -1,060 | -100.0% | -$20.66万 | 清仓 |
| HUM | Humana Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BHP | BHP Billiton | $0 | 0.00% | 0 | — | — | — | 申报中断 |