Dixon Mitchell Investment Counsel Inc.
VANCOUVER A1 · SEC CIK 0001993485
$28.76亿2026Q1 申报市值
140持仓数
45.8%前十大占比 · 第一大 7.8%
14 / 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
SPOT 新建仓+$5,433.13万
TFPM 加仓+$2,325.44万
NFLX 加仓+$2,011.42万
CDNS 加仓+$1,852.28万
UBER 加仓+$1,008.84万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$5,181.00万
GOOGL 减仓-$3,148.87万
IEFA 减仓-$2,704.26万
MIDD 减仓-$2,516.60万
CNQ 减仓-$2,077.65万
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 |
|---|---|---|---|---|---|---|---|---|
| BMO | Bank of Montreal | $48.77万 | 0.02% | 3,612 | -50 | -1.4% | -$6,751 | 减仓 |
| AEM | Agnico Eagle Mines Ltd | $59.67万 | 0.02% | 2,949 | -75 | -2.5% | -$1.52万 | 减仓 |
| MU | Micron Technology Inc | $62.26万 | 0.02% | 1,842 | 0 | 0.0% | — | 不变 |
| BNS | Bank of Nova Scotia/The | $63.61万 | 0.02% | 8,674 | -635 | -6.8% | -$4.66万 | 减仓 |
| GOOG | Alphabet Inc | $100.20万 | 0.03% | 3,493 | -503 | -12.6% | -$14.43万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF | $101.21万 | 0.04% | 1,552 | 0 | 0.0% | — | 不变 |
| AGG | iShares Core U.S. Aggregate Bo | $163.77万 | 0.06% | 16,497 | 0 | 0.0% | — | 不变 |
| RIO | Rio Tinto PLC | $236.96万 | 0.08% | 25,400 | 25,400 | — | $236.96万 | 新建仓 |
| IBN | ICICI Bank Ltd | $424.76万 | 0.15% | 164,000 | 164,000 | — | $424.76万 | 新建仓 |
| PAC | Grupo Aeroportuario del Pacifi | $560.39万 | 0.19% | 22,700 | 22,700 | — | $560.39万 | 新建仓 |
| ATS | ATS Corp | $592.91万 | 0.21% | 211,025 | 0 | 0.0% | — | 不变 |
| SE | Sea Ltd | $612.79万 | 0.21% | 74,000 | 27,000 | 57.4% | $223.59万 | 加仓 |
| HDB | HDFC Bank Ltd | $654.34万 | 0.23% | 263,000 | 263,000 | — | $654.34万 | 新建仓 |
| — | TopBuild Corp | $710.15万 | 0.25% | 20,126 | -14,902 | -42.5% | -$525.82万 | 减仓 |
| CIGI | Colliers International Group I | $842.06万 | 0.29% | 79,011 | 5,000 | 6.8% | $53.29万 | 加仓 |
| CERT | Certara Inc | $876.59万 | 0.30% | 1,537,876 | -8,423 | -0.5% | -$4.80万 | 减仓 |
| SHOP | Shopify Inc | $954.77万 | 0.33% | 80,724 | -1,612 | -2.0% | -$19.07万 | 减仓 |
| MA | Mastercard Inc | $1,203.23万 | 0.42% | 24,035 | -224 | -0.9% | -$11.21万 | 减仓 |
| MELI | MercadoLibre Inc | $1,435.09万 | 0.50% | 8,300 | 4,050 | 95.3% | $700.25万 | 加仓 |
| CP | Canadian Pacific Kansas City L | $1,717.83万 | 0.60% | 218,538 | -78,415 | -26.4% | -$616.39万 | 减仓 |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $1,742.56万 | 0.61% | 254,500 | 0 | 0.0% | — | 不变 |
| WCN | Waste Connections Inc | $1,778.39万 | 0.62% | 109,806 | -2,161 | -1.9% | -$35.00万 | 减仓 |
| CDNS | Cadence Design Systems Inc | $1,874.87万 | 0.65% | 67,473 | 66,660 | 8,199.3% | $1,852.28万 | 加仓 |
| DSGX | Descartes Systems Group Inc/Th | $2,430.19万 | 0.84% | 340,370 | 8,399 | 2.5% | $59.97万 | 加仓 |
| UBER | Uber Technologies Inc | $2,534.98万 | 0.88% | 352,423 | 140,253 | 66.1% | $1,008.84万 | 加仓 |
| JPM | JPMorgan Chase & Co | $2,650.50万 | 0.92% | 89,925 | -664 | -0.7% | -$19.57万 | 减仓 |
| — | Thomson Reuters Corp | $2,729.73万 | 0.95% | 303,326 | 92,681 | 44.0% | $834.07万 | 加仓 |
| FTNT | Fortinet Inc | $2,758.82万 | 0.96% | 337,594 | -3,345 | -1.0% | -$27.34万 | 减仓 |
| CSL | Carlisle Cos Inc | $2,959.81万 | 1.03% | 88,652 | -1,062 | -1.2% | -$35.46万 | 减仓 |
| DHR | Danaher Corp | $3,522.33万 | 1.22% | 185,291 | -1,126 | -0.6% | -$21.40万 | 减仓 |
| HCA | HCA Healthcare Inc | $3,562.55万 | 1.24% | 75,190 | -613 | -0.8% | -$29.04万 | 减仓 |
| META | Meta Platforms Inc | $3,706.03万 | 1.29% | 64,776 | -414 | -0.6% | -$23.69万 | 减仓 |
| NFLX | Netflix Inc | $3,811.42万 | 1.33% | 396,354 | 209,170 | 111.7% | $2,011.42万 | 加仓 |
| TFPM | Triple Flag Precious Metals Co | $4,277.41万 | 1.49% | 1,235,887 | 671,898 | 119.1% | $2,325.44万 | 加仓 |
| CNI | Canadian National Railway Co | $4,603.76万 | 1.60% | 448,437 | -54,088 | -10.8% | -$555.28万 | 减仓 |
| DPZ | Domino's Pizza Inc | $4,734.02万 | 1.65% | 131,944 | -970 | -0.7% | -$34.80万 | 减仓 |
| TXN | Texas Instruments Inc | $4,957.13万 | 1.72% | 255,104 | -2,411 | -0.9% | -$46.85万 | 减仓 |
| LOW | Lowe's Cos Inc | $4,989.64万 | 1.73% | 210,949 | -1,531 | -0.7% | -$36.21万 | 减仓 |
| ROP | Roper Technologies Inc | $5,182.60万 | 1.80% | 146,385 | -1,019 | -0.7% | -$36.08万 | 减仓 |
| SPOT | Spotify Technology SA | $5,433.13万 | 1.89% | 112,044 | 112,044 | — | $5,433.13万 | 新建仓 |
| HEI | HEICO Corp | $5,523.05万 | 1.92% | 201,424 | -2,401 | -1.2% | -$65.84万 | 减仓 |
| AMZN | Amazon.com Inc | $6,153.55万 | 2.14% | 295,240 | -2,200 | -0.7% | -$45.85万 | 减仓 |
| BGSI | BOYD GROUP INC | $7,805.67万 | 2.71% | 612,852 | -7,256 | -1.2% | -$92.42万 | 减仓 |
| BN | Brookfield Corp | $8,184.68万 | 2.85% | 2,026,278 | -337,644 | -14.3% | -$1,363.83万 | 减仓 |
| CNQ | Canadian Natural Resources Ltd | $8,356.38万 | 2.91% | 1,702,696 | -423,341 | -19.9% | -$2,077.65万 | 减仓 |
| AME | AMETEK Inc | $8,569.77万 | 2.98% | 399,784 | -1,955 | -0.5% | -$41.91万 | 减仓 |
| BIP | Brookfield Infrastructure Part | $8,613.94万 | 2.99% | 2,395,222 | -53,548 | -2.2% | -$192.57万 | 减仓 |
| TFII | TFI International Inc | $9,640.76万 | 3.35% | 884,525 | -21,174 | -2.3% | -$230.78万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $1.03亿 | 3.57% | 208,627 | -2,124 | -1.0% | -$104.53万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc | $1.05亿 | 3.64% | 218,432 | -1,545 | -0.7% | -$74.13万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $1.10亿 | 3.83% | 700,664 | -4,619 | -0.7% | -$72.70万 | 减仓 |
| V | Visa Inc | $1.16亿 | 4.02% | 381,968 | -2,331 | -0.6% | -$70.53万 | 减仓 |
| MEOH | Methanex Corp | $1.16亿 | 4.03% | 1,951,101 | -97,113 | -4.7% | -$577.18万 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $1.22亿 | 4.24% | 929,304 | -5,966 | -0.6% | -$78.25万 | 减仓 |
| GOOGL | Alphabet Inc | $1.27亿 | 4.40% | 439,704 | -109,314 | -19.9% | -$3,148.87万 | 减仓 |
| MSFT | Microsoft Corp | $1.27亿 | 4.42% | 343,473 | 19,506 | 6.0% | $722.58万 | 加仓 |
| RY | Royal Bank of Canada | $1.31亿 | 4.55% | 812,192 | -59,476 | -6.8% | -$958.80万 | 减仓 |
| TD | Toronto-Dominion Bank/The | $1.39亿 | 4.85% | 1,499,333 | -102,726 | -6.4% | -$955.46万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $2.24亿 | 7.79% | 2,476,353 | -298,714 | -10.8% | -$2,704.26万 | 减仓 |