Dixon Mitchell Investment Counsel Inc.
VANCOUVER A1 · SEC CIK 0001993485
$30.75亿2026Q2 申报市值
144持仓数
44.5%前十大占比 · 第一大 6.3%
11 / 7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
BRK/B 加仓+$2,470.94万
DPZ 加仓+$2,141.97万
APP 新建仓+$1,516.37万
SPOT 加仓+$1,267.29万
GMAB 新建仓+$1,142.75万
2026Q2 卖出最多 按季末市值估算
IEFA 减仓-$1.32亿
LOW 减仓-$2,315.74万
FTNT 减仓-$2,053.22万
ACWX 清仓-$1,742.56万
GOOGL 减仓-$1,397.10万
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | Shopify Inc | $917.07万 | 0.30% | 80,186 | -538 | -0.7% | -$6.15万 | 减仓 |
| UL | Unilever PLC | $964.32万 | 0.31% | 160,400 | 160,400 | — | $964.32万 | 新建仓 |
| APG | API Group Corp | $984.16万 | 0.32% | 232,387 | 232,387 | — | $984.16万 | 新建仓 |
| CERT | Certara Inc | $1,012.60万 | 0.33% | 1,545,956 | 8,080 | 0.5% | $5.29万 | 加仓 |
| NVS | Novartis AG | $1,042.19万 | 0.34% | 66,500 | 66,500 | — | $1,042.19万 | 新建仓 |
| PAC | Grupo Aeroportuario del Pacifi | $1,075.93万 | 0.35% | 42,500 | 19,800 | 87.2% | $501.26万 | 加仓 |
| HDB | HDFC Bank Ltd | $1,121.02万 | 0.36% | 434,000 | 171,000 | 65.0% | $441.69万 | 加仓 |
| GMAB | Genmab A/S | $1,142.75万 | 0.37% | 416,000 | 416,000 | — | $1,142.75万 | 新建仓 |
| MA | Mastercard Inc | $1,242.30万 | 0.40% | 24,142 | 107 | 0.4% | $5.51万 | 加仓 |
| SE | Sea Ltd | $1,448.28万 | 0.47% | 151,130 | 77,130 | 104.2% | $739.14万 | 加仓 |
| APP | AppLovin Corp | $1,516.37万 | 0.49% | 29,431 | 29,431 | — | $1,516.37万 | 新建仓 |
| WCN | Waste Connections Inc | $1,805.43万 | 0.59% | 108,357 | -1,449 | -1.3% | -$24.14万 | 减仓 |
| MELI | MercadoLibre Inc | $1,851.85万 | 0.60% | 10,910 | 2,610 | 31.4% | $443.02万 | 加仓 |
| CP | Canadian Pacific Kansas City L | $1,880.55万 | 0.61% | 216,511 | -2,027 | -0.9% | -$17.61万 | 减仓 |
| LOW | Lowe's Cos Inc | $2,345.37万 | 0.76% | 106,145 | -104,804 | -49.7% | -$2,315.74万 | 减仓 |
| DSGX | Descartes Systems Group Inc/Th | $2,436.10万 | 0.79% | 351,850 | 11,480 | 3.4% | $79.48万 | 加仓 |
| CDNS | Cadence Design Systems Inc | $2,558.82万 | 0.83% | 68,177 | 704 | 1.0% | $26.42万 | 加仓 |
| TRI | Thomson Reuters Corp | $2,614.11万 | 0.85% | 320,163 | 16,837 | 5.6% | $137.47万 | 加仓 |
| NFLX | Netflix Inc | $2,835.53万 | 0.92% | 397,083 | 729 | 0.2% | $5.21万 | 加仓 |
| HCA | HCA Healthcare Inc | $2,951.08万 | 0.96% | 75,600 | 410 | 0.5% | $16.00万 | 加仓 |
| JPM | JPMorgan Chase & Co | $2,951.31万 | 0.96% | 89,984 | 59 | 0.1% | $1.94万 | 加仓 |
| FTNT | Fortinet Inc | $3,132.90万 | 1.02% | 203,938 | -133,656 | -39.6% | -$2,053.22万 | 减仓 |
| CSL | Carlisle Cos Inc | $3,233.15万 | 1.05% | 89,063 | 411 | 0.5% | $14.92万 | 加仓 |
| DHR | Danaher Corp | $3,556.63万 | 1.16% | 186,233 | 942 | 0.5% | $17.99万 | 加仓 |
| UBER | Uber Technologies Inc | $3,676.11万 | 1.20% | 509,439 | 157,016 | 44.6% | $1,133.03万 | 加仓 |
| TFPM | Triple Flag Precious Metals Co | $3,824.14万 | 1.24% | 1,276,890 | 41,003 | 3.3% | $122.80万 | 加仓 |
| META | Meta Platforms Inc | $4,318.29万 | 1.40% | 76,662 | 11,886 | 18.3% | $669.53万 | 加仓 |
| ROP | Roper Technologies Inc | $5,103.87万 | 1.66% | 150,754 | 4,369 | 3.0% | $147.92万 | 加仓 |
| CNI | Canadian National Railway Co | $5,900.43万 | 1.92% | 494,412 | 45,975 | 10.3% | $548.68万 | 加仓 |
| DPZ | Domino's Pizza Inc | $6,048.04万 | 1.97% | 204,298 | 72,354 | 54.8% | $2,141.97万 | 加仓 |
| SPOT | Spotify Technology SA | $6,411.57万 | 2.09% | 139,646 | 27,602 | 24.6% | $1,267.29万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $6,885.01万 | 2.24% | 726,545 | 113,693 | 18.6% | $1,077.40万 | 加仓 |
| AMZN | Amazon.com Inc | $7,052.41万 | 2.29% | 295,677 | 437 | 0.1% | $10.42万 | 加仓 |
| CNQ | Canadian Natural Resources Ltd | $7,418.48万 | 2.41% | 1,854,339 | 151,643 | 8.9% | $606.66万 | 加仓 |
| HEI | HEICO Corp | $7,514.58万 | 2.44% | 210,971 | 9,547 | 4.7% | $340.05万 | 加仓 |
| TXN | Texas Instruments Inc | $7,718.94万 | 2.51% | 258,730 | 3,626 | 1.4% | $108.18万 | 加仓 |
| BN | Brookfield Corp | $8,695.97万 | 2.83% | 2,038,905 | 12,627 | 0.6% | $53.85万 | 加仓 |
| MEOH | Methanex Corp | $8,854.36万 | 2.88% | 1,917,382 | -33,719 | -1.7% | -$155.71万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $9,021.12万 | 2.93% | 732,247 | 31,583 | 4.5% | $389.10万 | 加仓 |
| BIP | Brookfield Infrastructure Part | $9,137.52万 | 2.97% | 2,502,674 | 107,452 | 4.5% | $392.32万 | 加仓 |
| AME | AMETEK Inc | $9,992.85万 | 3.25% | 413,030 | 13,246 | 3.3% | $320.47万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $1.07亿 | 3.49% | 1,112,546 | -1,363,807 | -55.1% | -$1.32亿 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $1.10亿 | 3.58% | 978,187 | 48,883 | 5.3% | $550.05万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $1.12亿 | 3.63% | 222,498 | 13,871 | 6.6% | $696.28万 | 加仓 |
| TFII | TFI International Inc | $1.20亿 | 3.90% | 833,692 | -50,833 | -5.7% | -$731.72万 | 减仓 |
| MSFT | Microsoft Corp | $1.33亿 | 4.31% | 355,109 | 11,636 | 3.4% | $434.35万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $1.34亿 | 4.36% | 267,762 | 49,330 | 22.6% | $2,470.94万 | 加仓 |
| V | Visa Inc | $1.38亿 | 4.48% | 401,205 | 19,237 | 5.0% | $660.72万 | 加仓 |
| GOOGL | Alphabet Inc | $1.43亿 | 4.67% | 400,684 | -39,020 | -8.9% | -$1,397.10万 | 减仓 |
| RY | Royal Bank of Canada | $1.78亿 | 5.80% | 861,023 | 48,831 | 6.0% | $1,011.19万 | 加仓 |
| TD | Toronto-Dominion Bank/The | $1.94亿 | 6.29% | 1,591,641 | 92,308 | 6.2% | $1,122.35万 | 加仓 |