Cardinal Point Capital Management ULC
TORONTO A6 · SEC CIK 0001950841
$16.31亿2026Q1 申报市值
286持仓数
42.7%前十大占比 · 第一大 12.0%
45 / 19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
VBIL 新建仓+$2,066.04万
NVDA 加仓+$2,005.52万
BBUC 新建仓+$1,111.26万
VTEB 新建仓+$1,098.56万
VTI 加仓+$967.31万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$1,003.03万
BROOKFIELD BUSIN 清仓-$837.69万
CVE 减仓-$555.95万
SCHW 清仓-$519.87万
BROOKFIELD BUSIN 清仓-$426.34万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.96亿 | 12.04% | 611,956 | 30,152 | 5.2% | $967.31万 | 加仓 |
| USFR | WISDOMTREE TR | $7,422.32万 | 4.55% | 1,474,438 | 37,555 | 2.6% | $189.05万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,795.58万 | 4.17% | 904,871 | 90,286 | 11.1% | $678.05万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,791.33万 | 4.16% | 1,140,442 | 52,401 | 4.8% | $312.05万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $6,620.82万 | 4.06% | 1,949,020 | 106,705 | 5.8% | $362.48万 | 加仓 |
| AAPL | APPLE INC | $5,955.06万 | 3.65% | 234,645 | -39,522 | -14.4% | -$1,003.03万 | 减仓 |
| LRGF | ISHARES TR | $4,830.47万 | 2.96% | 731,889 | -9,298 | -1.3% | -$61.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,994.09万 | 2.45% | 1,027,815 | 58,118 | 6.0% | $225.85万 | 加仓 |
| MUB | ISHARES TR | $3,814.18万 | 2.34% | 359,320 | 2,872 | 0.8% | $30.49万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,721.40万 | 2.28% | 1,234,297 | 69,681 | 6.0% | $210.09万 | 加仓 |
| RY | ROYAL BK CDA | $3,170.48万 | 1.94% | 196,519 | -1,520 | -0.8% | -$24.52万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,101.56万 | 1.90% | 1,183,801 | 108,992 | 10.1% | $285.56万 | 加仓 |
| GOOG | ALPHABET INC | $2,903.06万 | 1.78% | 101,201 | -1,340 | -1.3% | -$38.44万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $2,730.94万 | 1.67% | 293,001 | -3,897 | -1.3% | -$36.32万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,675.00万 | 1.64% | 303,426 | 4,986 | 1.7% | $43.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,669.65万 | 1.64% | 153,068 | 114,989 | 302.0% | $2,005.52万 | 加仓 |
| MINO | PIMCO ETF TR | $2,645.96万 | 1.62% | 585,778 | 30,320 | 5.5% | $136.96万 | 加仓 |
| TFLO | ISHARES TR | $2,605.67万 | 1.60% | 514,649 | 125,727 | 32.3% | $636.56万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $2,498.28万 | 1.53% | 378,476 | -16,841 | -4.3% | -$111.17万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2,388.19万 | 1.46% | 176,674 | -1,814 | -1.0% | -$24.52万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,066.04万 | 1.27% | 273,105 | 273,105 | — | $2,066.04万 | 新建仓 |
| WMT | WALMART INC | $2,043.23万 | 1.25% | 164,402 | -6,078 | -3.6% | -$75.54万 | 减仓 |
| CSCO | CISCO SYS INC | $1,843.61万 | 1.13% | 237,609 | -6,556 | -2.7% | -$50.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,809.91万 | 1.11% | 74,043 | -2,342 | -3.1% | -$57.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,791.36万 | 1.10% | 60,898 | 732 | 1.2% | $21.53万 | 加仓 |
| ENB | ENBRIDGE INC | $1,775.36万 | 1.09% | 328,162 | 331 | 0.1% | $1.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,744.55万 | 1.07% | 47,128 | 18,624 | 65.3% | $689.41万 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,620.43万 | 0.99% | 471,351 | 6,686 | 1.4% | $22.99万 | 加仓 |
| TRP | TC ENERGY CORP | $1,579.35万 | 0.97% | 252,721 | -1,379 | -0.5% | -$8.62万 | 减仓 |
| NEM | NEWMONT CORP | $1,543.32万 | 0.95% | 142,570 | 2,080 | 1.5% | $22.52万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1,491.62万 | 0.91% | 215,525 | -4,436 | -2.0% | -$30.70万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,399.82万 | 0.86% | 69,101 | -285 | -0.4% | -$5.77万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1,387.88万 | 0.85% | 135,114 | 2,641 | 2.0% | $27.13万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,375.00万 | 0.84% | 149,831 | -2,840 | -1.9% | -$26.06万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $1,278.33万 | 0.78% | 333,058 | 5,011 | 1.5% | $19.23万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $1,254.66万 | 0.77% | 203,513 | -640 | -0.3% | -$3.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,210.31万 | 0.74% | 73,201 | -3,169 | -4.1% | -$52.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,175.05万 | 0.72% | 24,521 | -1,878 | -7.1% | -$89.99万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,120.67万 | 0.69% | 230,194 | 1,973 | 0.9% | $9.61万 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $1,111.26万 | 0.68% | 353,005 | 353,005 | — | $1,111.26万 | 新建仓 |
| PEP | PEPSICO INC | $1,110.80万 | 0.68% | 71,531 | 314 | 0.4% | $4.88万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,098.56万 | 0.67% | 220,196 | 220,196 | — | $1,098.56万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1,037.11万 | 0.64% | 147,400 | 11,835 | 8.7% | $83.27万 | 加仓 |
| ORCL | ORACLE CORP | $1,027.53万 | 0.63% | 69,848 | 266 | 0.4% | $3.91万 | 加仓 |
| FDX | FEDEX CORP | $1,022.49万 | 0.63% | 28,707 | -135 | -0.5% | -$4.81万 | 减仓 |
| OTEX | OPEN TEXT CORP | $993.87万 | 0.61% | 446,889 | 190,405 | 74.2% | $423.46万 | 加仓 |
| GOOGL | ALPHABET INC | $950.12万 | 0.58% | 33,041 | -1,159 | -3.4% | -$33.33万 | 减仓 |
| PFE | PFIZER INC | $924.13万 | 0.57% | 329,107 | 5,450 | 1.7% | $15.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $904.21万 | 0.55% | 37,304 | 313 | 0.8% | $7.59万 | 加仓 |
| CVS | CVS HEALTH CORP | $881.52万 | 0.54% | 122,740 | 185 | 0.2% | $1.33万 | 加仓 |
| GIB | CGI INC | $875.16万 | 0.54% | 119,950 | 7,872 | 7.0% | $57.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $800.13万 | 0.49% | 8,030 | 150 | 1.9% | $14.95万 | 加仓 |
| AMZN | AMAZON COM INC | $773.19万 | 0.47% | 37,124 | 4,450 | 13.6% | $92.68万 | 加仓 |
| TSLA | TESLA INC | $771.08万 | 0.47% | 20,742 | 3,402 | 19.6% | $126.47万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $751.18万 | 0.46% | 182,814 | -7,479 | -3.9% | -$30.73万 | 减仓 |
| V | VISA INC | $667.39万 | 0.41% | 22,082 | -522 | -2.3% | -$15.78万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $510.77万 | 0.31% | 177,905 | 4,535 | 2.6% | $13.02万 | 加仓 |
| VGT | VANGUARD WORLD FD | $484.01万 | 0.30% | 6,937 | 752 | 12.2% | $52.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $478.64万 | 0.29% | 8,010 | 3,773 | 89.0% | $225.46万 | 加仓 |
| VTRS | VIATRIS INC | $444.05万 | 0.27% | 328,681 | 1,000 | 0.3% | $1.35万 | 加仓 |
| KVUE | KENVUE INC | $443.29万 | 0.27% | 257,127 | -46,563 | -15.3% | -$80.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $436.25万 | 0.27% | 6,696 | 1,464 | 28.0% | $95.38万 | 加仓 |
| FIX | COMFORT SYS USA INC | $433.69万 | 0.27% | 3,145 | -1,252 | -28.5% | -$172.65万 | 减仓 |
| MCD | MCDONALDS CORP | $386.59万 | 0.24% | 12,439 | -100 | -0.8% | -$3.11万 | 减仓 |
| DIS | DISNEY WALT CO | $369.49万 | 0.23% | 38,337 | -2,331 | -5.7% | -$22.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $351.79万 | 0.22% | 6,095 | 743 | 13.9% | $42.88万 | 加仓 |
| GLW | CORNING INC | $311.06万 | 0.19% | 22,877 | -3,345 | -12.8% | -$45.48万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $310.59万 | 0.19% | 73,252 | -1,543 | -2.1% | -$6.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $267.26万 | 0.16% | 13,622 | 11,606 | 575.7% | $227.71万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $267.19万 | 0.16% | 28,249 | -1,200 | -4.1% | -$11.35万 | 减仓 |
| AGI | ALAMOS GOLD INC | $266.40万 | 0.16% | 60,000 | -92 | -0.2% | -$4,085 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $256.02万 | 0.16% | 20,095 | 1,495 | 8.0% | $19.05万 | 加仓 |
| META | META PLATFORMS INC | $246.52万 | 0.15% | 4,309 | 1,099 | 34.2% | $62.87万 | 加仓 |
| TAC | TRANSALTA CORP | $239.68万 | 0.15% | 182,660 | 14,249 | 8.5% | $18.70万 | 加仓 |
| SUSB | ISHARES TR | $227.41万 | 0.14% | 90,726 | 10,448 | 13.0% | $26.19万 | 加仓 |
| TU | TELUS CORPORATION | $223.79万 | 0.14% | 174,463 | 125 | 0.1% | $1,603 | 加仓 |
| NKE | NIKE INC | $218.20万 | 0.13% | 41,310 | 6,408 | 18.4% | $33.85万 | 加仓 |
| — | ISHARES TR | $214.31万 | 0.13% | 61,570 | -90 | -0.1% | -$3,133 | 减仓 |
| NFLX | NETFLIX INC. | $213.42万 | 0.13% | 22,196 | 3,346 | 17.8% | $32.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $212.54万 | 0.13% | 4,866 | 4,866 | — | $212.54万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $210.89万 | 0.13% | 33,731 | 490 | 1.5% | $3.06万 | 加仓 |
| BN | BROOKFIELD CORP | $210.72万 | 0.13% | 52,106 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $199.66万 | 0.12% | 15,022 | 3,414 | 29.4% | $45.38万 | 加仓 |
| PWRD | TCW ETF TRUST | $197.58万 | 0.12% | 20,209 | 20,209 | — | $197.58万 | 新建仓 |
| C | CITIGROUP INC | $189.84万 | 0.12% | 16,739 | 300 | 1.8% | $3.40万 | 加仓 |
| BAC | BANK AMERICA CORP | $185.58万 | 0.11% | 38,069 | -779 | -2.0% | -$3.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $182.58万 | 0.11% | 36,371 | -1,125 | -3.0% | -$5.65万 | 减仓 |
| ITA | ISHARES TR | $180.91万 | 0.11% | 8,270 | -900 | -9.8% | -$19.69万 | 减仓 |
| — | EXXON MOBIL CORP | $175.60万 | 0.11% | 10,350 | -1,176 | -10.2% | -$19.95万 | 减仓 |
| ABBV | ABBVIE INC | $173.08万 | 0.11% | 7,958 | 1,088 | 15.8% | $23.66万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $164.57万 | 0.10% | 22,930 | 4,455 | 24.1% | $31.97万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $162.83万 | 0.10% | 7,495 | 7,495 | — | $162.83万 | 新建仓 |
| BCE | BCE INC | $160.49万 | 0.10% | 63,736 | 4,049 | 6.8% | $10.20万 | 加仓 |
| GEV | GE VERNOVA INC | $159.32万 | 0.10% | 1,825 | -131 | -6.7% | -$11.44万 | 减仓 |
| CRBN | ISHARES TR | $153.03万 | 0.09% | 6,868 | -130 | -1.9% | -$2.90万 | 减仓 |
| YETI | YETI HLDGS INC | $151.83万 | 0.09% | 41,495 | -350 | -0.8% | -$1.28万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $150.59万 | 0.09% | 17,669 | -291 | -1.6% | -$2.48万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $145.46万 | 0.09% | 100,925 | -58,150 | -36.6% | -$83.81万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC | $143.59万 | 0.09% | 55,261 | 32,075 | 138.3% | $83.35万 | 加仓 |