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 |
|---|---|---|---|---|---|---|---|---|
| TD | Toronto-Dominion Bank/The | $1.94亿 | 6.29% | 1,591,641 | 92,308 | 6.2% | $1,122.35万 | 加仓 |
| RY | Royal Bank of Canada | $1.78亿 | 5.80% | 861,023 | 48,831 | 6.0% | $1,011.19万 | 加仓 |
| GOOGL | Alphabet Inc | $1.43亿 | 4.67% | 400,684 | -39,020 | -8.9% | -$1,397.10万 | 减仓 |
| V | Visa Inc | $1.38亿 | 4.48% | 401,205 | 19,237 | 5.0% | $660.72万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $1.34亿 | 4.36% | 267,762 | 49,330 | 22.6% | $2,470.94万 | 加仓 |
| MSFT | Microsoft Corp | $1.33亿 | 4.31% | 355,109 | 11,636 | 3.4% | $434.35万 | 加仓 |
| TFII | TFI International Inc | $1.20亿 | 3.90% | 833,692 | -50,833 | -5.7% | -$731.72万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $1.12亿 | 3.63% | 222,498 | 13,871 | 6.6% | $696.28万 | 加仓 |
| WPM | Wheaton Precious Metals Corp | $1.10亿 | 3.58% | 978,187 | 48,883 | 5.3% | $550.05万 | 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 |
| AME | AMETEK Inc | $9,992.85万 | 3.25% | 413,030 | 13,246 | 3.3% | $320.47万 | 加仓 |
| BIP | Brookfield Infrastructure Part | $9,137.52万 | 2.97% | 2,502,674 | 107,452 | 4.5% | $392.32万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $9,021.12万 | 2.93% | 732,247 | 31,583 | 4.5% | $389.10万 | 加仓 |
| MEOH | Methanex Corp | $8,854.36万 | 2.88% | 1,917,382 | -33,719 | -1.7% | -$155.71万 | 减仓 |
| BN | Brookfield Corp | $8,695.97万 | 2.83% | 2,038,905 | 12,627 | 0.6% | $53.85万 | 加仓 |
| TXN | Texas Instruments Inc | $7,718.94万 | 2.51% | 258,730 | 3,626 | 1.4% | $108.18万 | 加仓 |
| HEI | HEICO Corp | $7,514.58万 | 2.44% | 210,971 | 9,547 | 4.7% | $340.05万 | 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 |
| AMZN | Amazon.com Inc | $7,052.41万 | 2.29% | 295,677 | 437 | 0.1% | $10.42万 | 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 |
| SPOT | Spotify Technology SA | $6,411.57万 | 2.09% | 139,646 | 27,602 | 24.6% | $1,267.29万 | 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 |
| CNI | Canadian National Railway Co | $5,900.43万 | 1.92% | 494,412 | 45,975 | 10.3% | $548.68万 | 加仓 |
| ROP | Roper Technologies Inc | $5,103.87万 | 1.66% | 150,754 | 4,369 | 3.0% | $147.92万 | 加仓 |
| META | Meta Platforms Inc | $4,318.29万 | 1.40% | 76,662 | 11,886 | 18.3% | $669.53万 | 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 |
| UBER | Uber Technologies Inc | $3,676.11万 | 1.20% | 509,439 | 157,016 | 44.6% | $1,133.03万 | 加仓 |
| DHR | Danaher Corp | $3,556.63万 | 1.16% | 186,233 | 942 | 0.5% | $17.99万 | 加仓 |
| CSL | Carlisle Cos Inc | $3,233.15万 | 1.05% | 89,063 | 411 | 0.5% | $14.92万 | 加仓 |
| FTNT | Fortinet Inc | $3,132.90万 | 1.02% | 203,938 | -133,656 | -39.6% | -$2,053.22万 | 减仓 |
| JPM | JPMorgan Chase & Co | $2,951.31万 | 0.96% | 89,984 | 59 | 0.1% | $1.94万 | 加仓 |
| HCA | HCA Healthcare Inc | $2,951.08万 | 0.96% | 75,600 | 410 | 0.5% | $16.00万 | 加仓 |
| NFLX | Netflix Inc | $2,835.53万 | 0.92% | 397,083 | 729 | 0.2% | $5.21万 | 加仓 |
| TRI | Thomson Reuters Corp | $2,614.11万 | 0.85% | 320,163 | 16,837 | 5.6% | $137.47万 | 加仓 |
| CDNS | Cadence Design Systems Inc | $2,558.82万 | 0.83% | 68,177 | 704 | 1.0% | $26.42万 | 加仓 |
| DSGX | Descartes Systems Group Inc/Th | $2,436.10万 | 0.79% | 351,850 | 11,480 | 3.4% | $79.48万 | 加仓 |
| LOW | Lowe's Cos Inc | $2,345.37万 | 0.76% | 106,145 | -104,804 | -49.7% | -$2,315.74万 | 减仓 |
| CP | Canadian Pacific Kansas City L | $1,880.55万 | 0.61% | 216,511 | -2,027 | -0.9% | -$17.61万 | 减仓 |
| MELI | MercadoLibre Inc | $1,851.85万 | 0.60% | 10,910 | 2,610 | 31.4% | $443.02万 | 加仓 |
| WCN | Waste Connections Inc | $1,805.43万 | 0.59% | 108,357 | -1,449 | -1.3% | -$24.14万 | 减仓 |
| APP | AppLovin Corp | $1,516.37万 | 0.49% | 29,431 | 29,431 | — | $1,516.37万 | 新建仓 |
| SE | Sea Ltd | $1,448.28万 | 0.47% | 151,130 | 77,130 | 104.2% | $739.14万 | 加仓 |
| MA | Mastercard Inc | $1,242.30万 | 0.40% | 24,142 | 107 | 0.4% | $5.51万 | 加仓 |
| GMAB | Genmab A/S | $1,142.75万 | 0.37% | 416,000 | 416,000 | — | $1,142.75万 | 新建仓 |
| HDB | HDFC Bank Ltd | $1,121.02万 | 0.36% | 434,000 | 171,000 | 65.0% | $441.69万 | 加仓 |
| PAC | Grupo Aeroportuario del Pacifi | $1,075.93万 | 0.35% | 42,500 | 19,800 | 87.2% | $501.26万 | 加仓 |
| NVS | Novartis AG | $1,042.19万 | 0.34% | 66,500 | 66,500 | — | $1,042.19万 | 新建仓 |
| CERT | Certara Inc | $1,012.60万 | 0.33% | 1,545,956 | 8,080 | 0.5% | $5.29万 | 加仓 |
| APG | API Group Corp | $984.16万 | 0.32% | 232,387 | 232,387 | — | $984.16万 | 新建仓 |
| UL | Unilever PLC | $964.32万 | 0.31% | 160,400 | 160,400 | — | $964.32万 | 新建仓 |
| SHOP | Shopify Inc | $917.07万 | 0.30% | 80,186 | -538 | -0.7% | -$6.15万 | 减仓 |
| IBN | ICICI Bank Ltd | $881.06万 | 0.29% | 303,500 | 139,500 | 85.1% | $404.97万 | 加仓 |
| CIGI | Colliers International Group I | $742.35万 | 0.24% | 79,011 | 0 | 0.0% | — | 不变 |
| UBS | UBS Group AG | $723.58万 | 0.24% | 146,000 | 146,000 | — | $723.58万 | 新建仓 |
| RIO | Rio Tinto PLC | $685.39万 | 0.22% | 72,200 | 46,800 | 184.3% | $444.27万 | 加仓 |
| ATS | ATS Corp | $608.05万 | 0.20% | 211,025 | 0 | 0.0% | — | 不变 |
| EQNR | Equinor ASA | $319.97万 | 0.10% | 101,900 | 101,900 | — | $319.97万 | 新建仓 |
| SHEL | Shell PLC | $315.59万 | 0.10% | 40,700 | 40,700 | — | $315.59万 | 新建仓 |
| PBR | Petroleo Brasileiro SA - Petro | $308.66万 | 0.10% | 191,000 | 191,000 | — | $308.66万 | 新建仓 |
| TTE | TotalEnergies SE | $295.49万 | 0.10% | 38,000 | 38,000 | — | $295.49万 | 新建仓 |
| MU | Micron Technology Inc | $141.63万 | 0.05% | 1,227 | -615 | -33.4% | -$70.99万 | 减仓 |
| AGG | iShares Core U.S. Aggregate Bo | $141.31万 | 0.05% | 14,277 | -2,220 | -13.5% | -$21.97万 | 减仓 |
| GOOG | Alphabet Inc | $102.64万 | 0.03% | 2,905 | -588 | -16.8% | -$20.78万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF | $87.89万 | 0.03% | 1,174 | -378 | -24.4% | -$28.30万 | 减仓 |
| BNS | Bank of Nova Scotia/The | $65.34万 | 0.02% | 7,004 | -1,670 | -19.3% | -$15.58万 | 减仓 |
| INTC | Intel Corp | $46.79万 | 0.02% | 3,351 | -1,674 | -33.3% | -$23.37万 | 减仓 |
| BMO | Bank of Montreal | $42.56万 | 0.01% | 2,409 | -1,203 | -33.3% | -$21.26万 | 减仓 |
| AVGO | Broadcom Inc | $37.06万 | 0.01% | 981 | -489 | -33.3% | -$18.47万 | 减仓 |
| SLF | Sun Life Financial Inc | $36.33万 | 0.01% | 4,629 | -672 | -12.7% | -$5.27万 | 减仓 |
| MFC | Manulife Financial Corp | $34.59万 | 0.01% | 8,125 | -2,451 | -23.2% | -$10.43万 | 减仓 |
| LLY | Eli Lilly & Co | $32.74万 | 0.01% | 273 | -135 | -33.1% | -$16.19万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $31.19万 | 0.01% | 537 | -270 | -33.5% | -$15.68万 | 减仓 |
| AEM | Agnico Eagle Mines Ltd | $30.52万 | 0.01% | 1,965 | -984 | -33.4% | -$15.28万 | 减仓 |
| ENB | Enbridge Inc | $29.40万 | 0.01% | 5,250 | -2,571 | -32.9% | -$14.40万 | 减仓 |
| TRP | TC Energy Corp | $26.92万 | 0.01% | 4,029 | -2,013 | -33.3% | -$13.45万 | 减仓 |
| NVDA | NVIDIA Corp | $26.17万 | 0.01% | 1,308 | -654 | -33.3% | -$13.09万 | 减仓 |
| GEV | GE Vernova Inc | $23.62万 | 0.01% | 201 | -99 | -33.0% | -$11.64万 | 减仓 |
| FHN | First Horizon Corp | $23.07万 | 0.01% | 8,940 | -4,470 | -33.3% | -$11.54万 | 减仓 |
| MDB | Mongodb Inc Class A | $22.87万 | 0.01% | 681 | -342 | -33.4% | -$11.49万 | 减仓 |
| KGC | Kinross Gold Corp | $21.86万 | 0.01% | 9,237 | -4,620 | -33.3% | -$10.93万 | 减仓 |
| SU | Suncor Energy Inc | $17.99万 | 0.01% | 3,345 | -1,674 | -33.4% | -$9.00万 | 减仓 |
| NTR | Nutrien Ltd | $17.23万 | 0.01% | 2,717 | -899 | -24.9% | -$5.70万 | 减仓 |
| AAPL | Apple Inc | $16.93万 | 0.01% | 357 | 0 | 0.0% | — | 不变 |
| DIS | Walt Disney Co/The | $15.36万 | 0.00% | 1,584 | -792 | -33.3% | -$7.68万 | 减仓 |
| AZN | AstraZeneca PLC | $15.25万 | 0.00% | 804 | -402 | -33.3% | -$7.62万 | 减仓 |
| UNH | UnitedHealth Group Inc | $14.84万 | 0.00% | 357 | -177 | -33.1% | -$7.36万 | 减仓 |
| WMS | Advanced Drainage Systems Inc | $14.79万 | 0.00% | 942 | -471 | -33.3% | -$7.39万 | 减仓 |
| TJX | TJX Cos Inc/The | $14.68万 | 0.00% | 969 | -486 | -33.4% | -$7.36万 | 减仓 |
| COF | Capital One Finl Corp | $14.63万 | 0.00% | 729 | -366 | -33.4% | -$7.34万 | 减仓 |
| SGOV | iShares 0-3 Month Treasury Bon | $14.46万 | 0.00% | 1,436 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $12.69万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| TECK | Teck Resources Ltd | $12.52万 | 0.00% | 2,103 | -1,053 | -33.4% | -$6.27万 | 减仓 |
| EXE | Expand Energy Corporation | $12.45万 | 0.00% | 1,365 | -681 | -33.3% | -$6.21万 | 减仓 |
| TTWO | Take Two Interactive SFTWR Inc | $11.77万 | 0.00% | 471 | -234 | -33.2% | -$5.85万 | 减仓 |
| OEF | iShares S&P 100 ETF | $11.63万 | 0.00% | 318 | -81 | -20.3% | -$2.96万 | 减仓 |
| PBA | Pembina Pipeline Corp | $11.59万 | 0.00% | 2,505 | -1,251 | -33.3% | -$5.79万 | 减仓 |
| CCJ | Cameco Corp | $11.19万 | 0.00% | 1,098 | -549 | -33.3% | -$5.59万 | 减仓 |
| RRX | Regal Rexnord Corporation | $11.09万 | 0.00% | 465 | -234 | -33.5% | -$5.58万 | 减仓 |
| ALC | Alcon AG | $11.09万 | 0.00% | 1,653 | -828 | -33.4% | -$5.56万 | 减仓 |
| TMUS | T-Mobile US Inc | $10.92万 | 0.00% | 651 | -327 | -33.4% | -$5.48万 | 减仓 |