13F 机构持仓

Dixon Mitchell Investment Counsel Inc.

VANCOUVER A1 · SEC CIK 0001993485

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$30.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IEFA 7.8%
TD 4.8%
RY 4.6%
MSFT 4.4%
GOOGL 4.4%
WPM 4.2%
MEOH 4.0%
V 4.0%
ICE 3.8%
BRK/B 3.6%

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
IEFA iShares Core MSCI EAFE ETF $2.24亿7.79%2,476,353 -298,714-10.8% -$2,704.26万 减仓
TD Toronto-Dominion Bank/The $1.39亿4.85%1,499,333 -102,726-6.4% -$955.46万 减仓
RY Royal Bank of Canada $1.31亿4.55%812,192 -59,476-6.8% -$958.80万 减仓
MSFT Microsoft Corp $1.27亿4.42%343,473 19,5066.0% $722.58万 加仓
GOOGL Alphabet Inc $1.27亿4.40%439,704 -109,314-19.9% -$3,148.87万 减仓
WPM Wheaton Precious Metals Corp $1.22亿4.24%929,304 -5,966-0.6% -$78.25万 减仓
MEOH Methanex Corp $1.16亿4.03%1,951,101 -97,113-4.7% -$577.18万 减仓
V Visa Inc $1.16亿4.02%381,968 -2,331-0.6% -$70.53万 减仓
ICE Intercontinental Exchange Inc $1.10亿3.83%700,664 -4,619-0.7% -$72.70万 减仓
BRK/B Berkshire Hathaway Inc $1.05亿3.64%218,432 -1,545-0.7% -$74.13万 减仓
TMO Thermo Fisher Scientific Inc $1.03亿3.57%208,627 -2,124-1.0% -$104.53万 减仓
TFII TFI International Inc $9,640.76万3.35%884,525 -21,174-2.3% -$230.78万 减仓
BIP Brookfield Infrastructure Part $8,613.94万2.99%2,395,222 -53,548-2.2% -$192.57万 减仓
AME AMETEK Inc $8,569.77万2.98%399,784 -1,955-0.5% -$41.91万 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
BN Brookfield Corp $8,184.68万2.85%2,026,278 -337,644-14.3% -$1,363.83万 减仓
BGSI BOYD GROUP INC $7,805.67万2.71%612,852 -7,256-1.2% -$92.42万 减仓
AMZN Amazon.com Inc $6,153.55万2.14%295,240 -2,200-0.7% -$45.85万 减仓
HEI HEICO Corp $5,523.05万1.92%201,424 -2,401-1.2% -$65.84万 减仓
SPOT Spotify Technology SA $5,433.13万1.89%112,044 112,044— $5,433.13万 新建仓
ROP Roper Technologies Inc $5,182.60万1.80%146,385 -1,019-0.7% -$36.08万 减仓
LOW Lowe's Cos Inc $4,989.64万1.73%210,949 -1,531-0.7% -$36.21万 减仓
TXN Texas Instruments Inc $4,957.13万1.72%255,104 -2,411-0.9% -$46.85万 减仓
DPZ Domino's Pizza Inc $4,734.02万1.65%131,944 -970-0.7% -$34.80万 减仓
CNI Canadian National Railway Co $4,603.76万1.60%448,437 -54,088-10.8% -$555.28万 减仓
TFPM Triple Flag Precious Metals Co $4,277.41万1.49%1,235,887 671,898119.1% $2,325.44万 加仓
NFLX Netflix Inc $3,811.42万1.33%396,354 209,170111.7% $2,011.42万 加仓
META Meta Platforms Inc $3,706.03万1.29%64,776 -414-0.6% -$23.69万 减仓
HCA HCA Healthcare Inc $3,562.55万1.24%75,190 -613-0.8% -$29.04万 减仓
DHR Danaher Corp $3,522.33万1.22%185,291 -1,126-0.6% -$21.40万 减仓
CSL Carlisle Cos Inc $2,959.81万1.03%88,652 -1,062-1.2% -$35.46万 减仓
FTNT Fortinet Inc $2,758.82万0.96%337,594 -3,345-1.0% -$27.34万 减仓
— Thomson Reuters Corp $2,729.73万0.95%303,326 92,68144.0% $834.07万 加仓
JPM JPMorgan Chase & Co $2,650.50万0.92%89,925 -664-0.7% -$19.57万 减仓
UBER Uber Technologies Inc $2,534.98万0.88%352,423 140,25366.1% $1,008.84万 加仓
DSGX Descartes Systems Group Inc/Th $2,430.19万0.84%340,370 8,3992.5% $59.97万 加仓
CDNS Cadence Design Systems Inc $1,874.87万0.65%67,473 66,6608,199.3% $1,852.28万 加仓
WCN Waste Connections Inc $1,778.39万0.62%109,806 -2,161-1.9% -$35.00万 减仓
ACWX iShares MSCI ACWI ex U.S. ETF $1,742.56万0.61%254,500 00.0% — 不变
CP Canadian Pacific Kansas City L $1,717.83万0.60%218,538 -78,415-26.4% -$616.39万 减仓
MELI MercadoLibre Inc $1,435.09万0.50%8,300 4,05095.3% $700.25万 加仓
MA Mastercard Inc $1,203.23万0.42%24,035 -224-0.9% -$11.21万 减仓
SHOP Shopify Inc $954.77万0.33%80,724 -1,612-2.0% -$19.07万 减仓
CERT Certara Inc $876.59万0.30%1,537,876 -8,423-0.5% -$4.80万 减仓
CIGI Colliers International Group I $842.06万0.29%79,011 5,0006.8% $53.29万 加仓
— TopBuild Corp $710.15万0.25%20,126 -14,902-42.5% -$525.82万 减仓
HDB HDFC Bank Ltd $654.34万0.23%263,000 263,000— $654.34万 新建仓
SE Sea Ltd $612.79万0.21%74,000 27,00057.4% $223.59万 加仓
ATS ATS Corp $592.91万0.21%211,025 00.0% — 不变
PAC Grupo Aeroportuario del Pacifi $560.39万0.19%22,700 22,700— $560.39万 新建仓
IBN ICICI Bank Ltd $424.76万0.15%164,000 164,000— $424.76万 新建仓
RIO Rio Tinto PLC $236.96万0.08%25,400 25,400— $236.96万 新建仓
AGG iShares Core U.S. Aggregate Bo $163.77万0.06%16,497 00.0% — 不变
SPY State Street SPDR S&P 500 ETF $101.21万0.04%1,552 00.0% — 不变
GOOG Alphabet Inc $100.20万0.03%3,493 -503-12.6% -$14.43万 减仓
BNS Bank of Nova Scotia/The $63.61万0.02%8,674 -635-6.8% -$4.66万 减仓
MU Micron Technology Inc $62.26万0.02%1,842 00.0% — 不变
AEM Agnico Eagle Mines Ltd $59.67万0.02%2,949 -75-2.5% -$1.52万 减仓
BMO Bank of Montreal $48.77万0.02%3,612 -50-1.4% -$6,751 减仓
AVGO Broadcom Inc $45.50万0.02%1,470 -25-1.7% -$7,738 减仓
ENB Enbridge Inc $43.20万0.02%7,821 00.0% — 不变
KGC Kinross Gold Corp $42.23万0.01%13,857 00.0% — 不变
TRP TC Energy Corp $38.03万0.01%6,042 -75-1.2% -$4,721 减仓
MFC Manulife Financial Corp $37.71万0.01%10,576 -3,892-26.9% -$13.88万 减仓
LLY Eli Lilly & Co $37.53万0.01%408 00.0% — 不变
NVDA NVIDIA Corp $34.22万0.01%1,962 -30-1.5% -$5,232 减仓
SLF Sun Life Financial Inc $33.10万0.01%5,301 00.0% — 不变
SU Suncor Energy Inc $33.09万0.01%5,019 -165-3.2% -$1.09万 减仓
FHN First Horizon Corp $30.75万0.01%13,410 00.0% — 不变
NTR Nutrien Ltd $27.40万0.01%3,616 -2,926-44.7% -$22.17万 减仓
GEV GE Vernova Inc $26.20万0.01%300 00.0% — 不变
MDB Mongodb Inc Class A $25.04万0.01%1,023 00.0% — 不变
AZN AstraZeneca PLC $23.78万0.01%1,206 1,206— $23.78万 新建仓
TJX TJX Cos Inc/The $23.24万0.01%1,455 00.0% — 不变
DIS Walt Disney Co/The $22.90万0.01%2,376 00.0% — 不变
EXE Expand Energy Corporation $22.46万0.01%2,046 00.0% — 不变
INTC Intel Corp $22.18万0.01%5,025 00.0% — 不变
BKNG Booking Holdings Inc $21.89万0.01%39 00.0% — 不变
TMUS T-Mobile US Inc $20.54万0.01%978 00.0% — 不变
COF Capital One Finl Corp $19.98万0.01%1,095 1,095— $19.98万 新建仓
WMS Advanced Drainage Systems Inc $19.38万0.01%1,413 00.0% — 不变
ACM Aecom $18.83万0.01%2,220 00.0% — 不变
ALC Alcon AG $18.69万0.01%2,481 00.0% — 不变
CCJ Cameco Corp $17.82万0.01%1,647 00.0% — 不变
PBA Pembina Pipeline Corp $16.78万0.01%3,756 -95-2.5% -$4,244 减仓
SLB SLB Ltd $16.59万0.01%3,210 00.0% — 不变
MRSH Marsh & McLennan Cos Inc $16.44万0.01%948 00.0% — 不变
AMD Advanced Micro Devices Inc $16.42万0.01%807 00.0% — 不变
TECK Teck Resources Ltd $16.28万0.01%3,156 00.0% — 不变
BIO Bio-Rad Laboratories Inc $15.30万0.01%549 00.0% — 不变
DVN Devon Energy Corp $15.23万0.01%3,027 00.0% — 不变
AAPL Apple Inc $14.85万0.01%357 -124,581-99.7% -$5,181.00万 减仓
IR Ingersoll Rand Inc $14.78万0.01%1,845 00.0% — 不变
FTS Fortis Inc/Canada $14.68万0.01%2,640 00.0% — 不变
SGOV iShares 0-3 Month Treasury Bon $14.45万0.01%1,436 -602-29.5% -$6.06万 减仓
UNH UnitedHealth Group Inc $14.45万0.01%534 00.0% — 不变
PH Parker-Hannifin Corp $14.23万0.00%159 00.0% — 不变
TTWO Take Two Interactive SFTWR Inc $13.92万0.00%705 00.0% — 不变
APTV Aptiv PLC $13.48万0.00%1,941 00.0% — 不变
GIB CGI Inc $13.25万0.00%1,818 -25-1.4% -$1,822 减仓