Summerhill Capital Management lnc.
TORONTO A6 · SEC CIK 0002017598
$1.25亿2026Q2 申报市值
18持仓数
79.3%前十大占比 · 第一大 14.1%
1 / 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
RACE 新建仓+$238.04万
MSFT 加仓+$177.04万
ETN 加仓+$20.16万
BIP 加仓+$13.40万
RELX 加仓+$9.31万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$232.63万
CVE 清仓-$219.37万
META 减仓-$200.87万
GLD 清仓-$161.57万
AMD 减仓-$153.30万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC. CL-A | $1,763.59万 | 14.08% | 49,349 | -861 | -1.7% | -$30.77万 | 减仓 |
| AMD | ADVANCED MICRO DEVICE LTD. | $1,737.68万 | 13.87% | 29,913 | -2,639 | -8.1% | -$153.30万 | 减仓 |
| RY | ROYAL BANK CDA | $1,148.89万 | 9.17% | 55,590 | -1,617 | -2.8% | -$33.42万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $1,022.55万 | 8.16% | 31,239 | -735 | -2.3% | -$24.06万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $861.46万 | 6.88% | 236,081 | 3,671 | 1.6% | $13.40万 | 加仓 |
| AMZN | AMAZON.COM INC | $847.94万 | 6.77% | 35,577 | -1,068 | -2.9% | -$25.45万 | 减仓 |
| MSFT | MICROSOFT | $816.43万 | 6.52% | 21,887 | 4,746 | 27.7% | $177.04万 | 加仓 |
| ETN | EATON CORP PLC | $722.87万 | 5.77% | 16,964 | 473 | 2.9% | $20.16万 | 加仓 |
| META | META PLATFORMS INC | $517.21万 | 4.13% | 9,182 | -3,566 | -28.0% | -$200.87万 | 减仓 |
| FSLR | FIRST SOLAR INC. | $495.99万 | 3.96% | 21,020 | -390 | -1.8% | -$9.20万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY LTD | $458.53万 | 3.66% | 52,991 | -2,290 | -4.1% | -$19.82万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDINGS | $418.52万 | 3.34% | 97,263 | 1,783 | 1.9% | $7.67万 | 加仓 |
| CLS | CELESTICA INC | $366.18万 | 2.92% | 10,060 | 101 | 1.0% | $3.68万 | 加仓 |
| CNI | CN RAIL | $318.21万 | 2.54% | 26,721 | -899 | -3.3% | -$10.71万 | 减仓 |
| CAE | CAE INC. | $311.29万 | 2.49% | 124,569 | 1,267 | 1.0% | $3.17万 | 加仓 |
| VRT | VERTIV HOLDING | $292.33万 | 2.33% | 8,731 | -6,948 | -44.3% | -$232.63万 | 减仓 |
| RACE | FERRARI NV | $238.04万 | 1.90% | 6,394 | 6,394 | — | $238.04万 | 新建仓 |
| RELX | RELX PLC ADR | $188.91万 | 1.51% | 59,648 | 2,941 | 5.2% | $9.31万 | 加仓 |
| CVE | CENOVUS ENERGY | $0 | 0.00% | 0 | -82,822 | -100.0% | -$219.37万 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -3,755 | -100.0% | -$161.57万 | 清仓 |
| — | EXXON MOBIL | $0 | 0.00% | 0 | -6,131 | -100.0% | -$104.02万 | 清仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $0 | 0.00% | 0 | -17,537 | -100.0% | -$85.38万 | 清仓 |
| SU | SUNCOR ENERGY INC | $0 | 0.00% | 0 | -12,761 | -100.0% | -$84.23万 | 清仓 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $0 | 0.00% | 0 | -13,686 | -100.0% | -$83.84万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY | $0 | 0.00% | 0 | -1,424 | -100.0% | -$68.24万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -10,663 | -100.0% | -$66.64万 | 清仓 |
| PBA | PEMBINA PIPELINE CORPORATION | $0 | 0.00% | 0 | -13,662 | -100.0% | -$61.03万 | 清仓 |
| CVX | CHEVRON | $0 | 0.00% | 0 | -2,375 | -100.0% | -$49.14万 | 清仓 |
| CM | CIBC | $0 | 0.00% | 0 | -4,352 | -100.0% | -$41.16万 | 清仓 |
| BMO | BANK OF MONTREAL | $0 | 0.00% | 0 | -2,907 | -100.0% | -$39.30万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC | $0 | 0.00% | 0 | -6,081 | -100.0% | -$38.02万 | 清仓 |
| AAPL | APPLE INC. | $0 | 0.00% | 0 | -1,483 | -100.0% | -$37.64万 | 清仓 |
| TXN | TEXAS INSTRUMENTS | $0 | 0.00% | 0 | -1,815 | -100.0% | -$35.24万 | 清仓 |
| MA | MASTERCARD | $0 | 0.00% | 0 | -687 | -100.0% | -$34.33万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -7,802 | -100.0% | -$31.55万 | 清仓 |
| BAM | BROOKFIELD ASSET MGMT | $0 | 0.00% | 0 | -6,652 | -100.0% | -$29.52万 | 清仓 |