Cardinal Point Capital Management ULC
TORONTO A6 · SEC CIK 0001950841
$17.65亿2026Q2 申报市值
294持仓数
43.7%前十大占比 · 第一大 13.0%
23 / 18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
VBIL 加仓+$360.52万
VGIT 加仓+$271.60万
VTI 加仓+$261.77万
PYLD 加仓+$224.13万
FDXF 新建仓+$220.49万
2026Q2 卖出最多 按季末市值估算
CSCO 减仓-$921.37万
TFLO 减仓-$716.68万
KVUE 清仓-$443.29万
USFR 减仓-$192.39万
TD 减仓-$84.63万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.29亿 | 12.98% | 619,030 | 7,074 | 1.2% | $261.77万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7,690.08万 | 4.36% | 918,218 | 13,347 | 1.5% | $111.78万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7,234.43万 | 4.10% | 1,963,742 | 14,722 | 0.8% | $54.24万 | 加仓 |
| USFR | WISDOMTREE TR | $7,231.41万 | 4.10% | 1,436,227 | -38,211 | -2.6% | -$192.39万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,997.93万 | 3.96% | 1,186,491 | 46,049 | 4.0% | $271.60万 | 加仓 |
| AAPL | APPLE INC | $6,975.72万 | 3.95% | 241,074 | 6,429 | 2.7% | $186.03万 | 加仓 |
| LRGF | ISHARES TR | $5,571.40万 | 3.16% | 736,666 | 4,777 | 0.7% | $36.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,601.96万 | 2.61% | 1,037,411 | 9,596 | 0.9% | $42.57万 | 加仓 |
| RY | ROYAL BK CDA | $3,984.26万 | 2.26% | 192,782 | -3,737 | -1.9% | -$77.23万 | 减仓 |
| MUB | ISHARES TR | $3,960.52万 | 2.24% | 368,010 | 8,690 | 2.4% | $93.52万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,850.25万 | 2.18% | 1,257,839 | 23,542 | 1.9% | $72.06万 | 加仓 |
| GOOG | ALPHABET INC | $3,769.07万 | 2.14% | 106,673 | 5,472 | 5.4% | $193.34万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $3,470.97万 | 1.97% | 286,027 | -6,974 | -2.4% | -$84.63万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,363.57万 | 1.91% | 1,268,316 | 84,515 | 7.1% | $224.13万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $3,096.68万 | 1.75% | 175,545 | -1,129 | -0.6% | -$19.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,076.10万 | 1.74% | 153,736 | 668 | 0.4% | $13.37万 | 加仓 |
| MINO | PIMCO ETF TR | $2,699.74万 | 1.53% | 589,978 | 4,200 | 0.7% | $19.22万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,427.38万 | 1.38% | 320,743 | 47,638 | 17.4% | $360.52万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,230.03万 | 1.26% | 295,330 | -8,096 | -2.7% | -$61.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,995.53万 | 1.13% | 60,964 | 66 | 0.1% | $2.16万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1,986.80万 | 1.13% | 370,018 | -8,458 | -2.2% | -$45.41万 | 减仓 |
| TFLO | ISHARES TR | $1,888.98万 | 1.07% | 373,096 | -141,553 | -27.5% | -$716.68万 | 减仓 |
| MFC | MANULIFE FINL CORP | $1,886.00万 | 1.07% | 465,926 | -5,425 | -1.2% | -$21.96万 | 减仓 |
| CSCO | CISCO SYS INC | $1,869.59万 | 1.06% | 159,168 | -78,441 | -33.0% | -$921.37万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $1,859.92万 | 1.05% | 214,403 | -1,122 | -0.5% | -$9.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,847.96万 | 1.05% | 72,763 | -1,280 | -1.7% | -$32.51万 | 减仓 |
| WMT | WALMART INC | $1,805.83万 | 1.02% | 159,441 | -4,961 | -3.0% | -$56.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,788.23万 | 1.01% | 47,939 | 811 | 1.7% | $30.25万 | 加仓 |
| ENB | ENBRIDGE INC | $1,738.14万 | 0.98% | 321,142 | -7,020 | -2.1% | -$37.99万 | 减仓 |
| TRP | TC ENERGY CORP | $1,666.05万 | 0.94% | 252,072 | -649 | -0.3% | -$4.29万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1,607.79万 | 0.91% | 134,987 | -127 | -0.1% | -$1.51万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $1,365.78万 | 0.77% | 201,830 | -1,683 | -0.8% | -$11.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,338.29万 | 0.76% | 26,745 | 2,224 | 9.1% | $111.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,327.63万 | 0.75% | 73,386 | 185 | 0.3% | $3.35万 | 加仓 |
| NEM | NEWMONT CORP | $1,320.80万 | 0.75% | 141,413 | -1,157 | -0.8% | -$10.81万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,280.34万 | 0.73% | 123,764 | 1,024 | 0.8% | $10.59万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1,134.36万 | 0.64% | 153,708 | 6,308 | 4.3% | $46.55万 | 加仓 |
| GOOGL | ALPHABET INC | $1,125.13万 | 0.64% | 31,484 | -1,557 | -4.7% | -$55.64万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,121.04万 | 0.64% | 148,581 | -1,250 | -0.8% | -$9.43万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,098.48万 | 0.62% | 70,836 | 1,735 | 2.5% | $26.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,097.65万 | 0.62% | 39,033 | 1,729 | 4.6% | $48.62万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $1,075.05万 | 0.61% | 331,090 | -1,968 | -0.6% | -$6.39万 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $1,058.66万 | 0.60% | 354,970 | 1,965 | 0.6% | $5.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,036.83万 | 0.59% | 204,989 | -15,207 | -6.9% | -$76.92万 | 减仓 |
| ORCL | ORACLE CORP | $1,029.60万 | 0.58% | 70,256 | 408 | 0.6% | $5.98万 | 加仓 |
| OTEX | OPEN TEXT CORP | $988.42万 | 0.56% | 447,449 | 560 | 0.1% | $1.24万 | 加仓 |
| PEP | PEPSICO INC | $972.59万 | 0.55% | 71,831 | 300 | 0.4% | $4.06万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $916.67万 | 0.52% | 232,108 | 1,914 | 0.8% | $7.56万 | 加仓 |
| AMZN | AMAZON COM INC | $908.01万 | 0.51% | 38,097 | 973 | 2.6% | $23.19万 | 加仓 |
| TSLA | TESLA INC | $884.65万 | 0.50% | 21,033 | 291 | 1.4% | $12.24万 | 加仓 |
| FDX | FEDEX CORP | $881.52万 | 0.50% | 28,152 | -555 | -1.9% | -$17.38万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $851.30万 | 0.48% | 182,564 | -250 | -0.1% | -$1.17万 | 减仓 |
| GIB | CGI INC | $801.59万 | 0.45% | 124,257 | 4,307 | 3.6% | $27.78万 | 加仓 |
| PFE | PFIZER INC | $799.61万 | 0.45% | 332,062 | 2,955 | 0.9% | $7.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $782.61万 | 0.44% | 8,366 | 336 | 4.2% | $31.43万 | 加仓 |
| V | VISA INC | $755.38万 | 0.43% | 22,017 | -65 | -0.3% | -$2.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $631.93万 | 0.36% | 52,872 | -2,624 | -4.7% | -$31.36万 | 减仓 |
| FIX | COMFORT SYS USA INC | $624.12万 | 0.35% | 3,149 | 4 | 0.1% | $7,928 | 加仓 |
| VOO | VANGUARD INDEX FDS | $580.16万 | 0.33% | 8,447 | 437 | 5.5% | $30.01万 | 加仓 |
| GLW | CORNING INC | $566.47万 | 0.32% | 22,177 | -700 | -3.1% | -$17.88万 | 减仓 |
| VTRS | VIATRIS INC | $523.91万 | 0.30% | 329,921 | 1,240 | 0.4% | $1.97万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $512.19万 | 0.29% | 6,847 | 151 | 2.3% | $11.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $464.10万 | 0.26% | 6,297 | 202 | 3.3% | $14.89万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $449.62万 | 0.25% | 183,145 | 5,240 | 2.9% | $12.86万 | 加仓 |
| MCD | MCDONALDS CORP | $338.67万 | 0.19% | 12,529 | 90 | 0.7% | $2.43万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $334.82万 | 0.19% | 29,132 | 883 | 3.1% | $10.15万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $330.41万 | 0.19% | 73,261 | 9 | 0.0% | $406 | 加仓 |
| DIS | DISNEY WALT CO | $303.69万 | 0.17% | 31,552 | -6,785 | -17.7% | -$65.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $280.69万 | 0.16% | 14,737 | -285 | -1.9% | -$5.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $274.24万 | 0.16% | 12,584 | -1,038 | -7.6% | -$22.62万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $268.63万 | 0.15% | 34,281 | 550 | 1.6% | $4.31万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $256.44万 | 0.15% | 19,245 | 15,475 | 410.5% | $206.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $252.54万 | 0.14% | 2,188 | 49 | 2.3% | $5.66万 | 加仓 |
| TAC | TRANSALTA CORP | $252.06万 | 0.14% | 182,560 | -100 | -0.1% | -$1,381 | 减仓 |
| PWRD | TCW ETF TRUST | $248.57万 | 0.14% | 20,215 | 6 | 0.0% | $738 | 加仓 |
| IVV | ISHARES TR | $246.32万 | 0.14% | 3,289 | 1,750 | 113.7% | $131.06万 | 加仓 |
| BAC | BANK OF AMER CORP | $244.31万 | 0.14% | 42,876 | 4,807 | 12.6% | $27.39万 | 加仓 |
| META | META PLATFORMS INC | $242.16万 | 0.14% | 4,299 | -10 | -0.2% | -$5,633 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $241.03万 | 0.14% | 25,505 | 5,410 | 26.9% | $51.13万 | 加仓 |
| GEV | GE VERNOVA INC | $231.12万 | 0.13% | 1,967 | 142 | 7.8% | $16.68万 | 加仓 |
| C | CITIGROUP INC | $228.93万 | 0.13% | 16,357 | -382 | -2.3% | -$5.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $227.49万 | 0.13% | 5,473 | 482 | 9.7% | $20.03万 | 加仓 |
| SUSB | ISHARES TR | $227.41万 | 0.13% | 91,001 | 275 | 0.3% | $6,872 | 加仓 |
| VUG | VANGUARD INDEX FDS | $222.14万 | 0.13% | 25,788 | -3,408 | -11.7% | -$29.36万 | 减仓 |
| BN | BROOKFIELD CORP | $221.46万 | 0.13% | 52,006 | -100 | -0.2% | -$4,258 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $220.49万 | 0.12% | 14,602 | 14,602 | — | $220.49万 | 新建仓 |
| ITA | ISHARES TR | $212.84万 | 0.12% | 8,780 | 510 | 6.2% | $12.36万 | 加仓 |
| ABBV | ABBVIE INC | $212.30万 | 0.12% | 8,437 | 479 | 6.0% | $12.05万 | 加仓 |
| — | ISHARES TR | $204.39万 | 0.12% | 53,915 | -7,655 | -12.4% | -$29.02万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $203.26万 | 0.12% | 25,745 | 2,815 | 12.3% | $22.22万 | 加仓 |
| YETI | YETI HLDGS INC | $195.27万 | 0.11% | 39,400 | -2,095 | -5.0% | -$10.38万 | 减仓 |
| CAE | CAE INC | $194.07万 | 0.11% | 77,661 | 22,400 | 40.5% | $55.98万 | 加仓 |
| TU | TELUS CORPORATION | $188.90万 | 0.11% | 178,947 | 4,484 | 2.6% | $4.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $184.96万 | 0.10% | 7,612 | 117 | 1.6% | $2.84万 | 加仓 |
| AGI | ALAMOS GOLD INC | $181.56万 | 0.10% | 60,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $177.26万 | 0.10% | 39,025 | 5,485 | 16.4% | $24.91万 | 加仓 |
| MGNI | MAGNITE INC | $174.90万 | 0.10% | 92,150 | -2,800 | -2.9% | -$5.31万 | 减仓 |
| CRBN | ISHARES TR | $171.87万 | 0.10% | 6,794 | -74 | -1.1% | -$1.87万 | 减仓 |
| IWF | ISHARES TR | $167.47万 | 0.09% | 13,487 | 1,303 | 10.7% | $16.18万 | 加仓 |
| NFLX | NETFLIX INC. | $161.11万 | 0.09% | 22,565 | 369 | 1.7% | $2.63万 | 加仓 |