Summerhill Capital Management lnc.
TORONTO A6 · SEC CIK 0002017598
$1.15亿2026Q1 申报市值
35持仓数
69.5%前十大占比 · 第一大 12.6%
19 / 1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
AMD 加仓+$274.28万
CVE 新建仓+$219.37万
RELX 新建仓+$187.98万
ETN 加仓+$174.33万
GLD 新建仓+$161.57万
2026Q1 卖出最多 按季末市值估算
FSLR 减仓-$440.44万
PYPL 清仓-$276.16万
META 减仓-$7,438
BIP 减仓-$506
2026Q1 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 | $1,443.84万 | 12.60% | 50,210 | 1,094 | 2.2% | $31.46万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $940.55万 | 8.21% | 31,974 | 1,228 | 4.0% | $36.12万 | 加仓 |
| RY | ROYAL BANK CDA | $922.93万 | 8.05% | 57,207 | 2,480 | 4.5% | $40.01万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $839.46万 | 7.33% | 232,410 | -14 | -0.0% | -$506 | 减仓 |
| AMZN | AMAZON.COM INC | $763.35万 | 6.66% | 36,645 | 1,577 | 4.5% | $32.85万 | 加仓 |
| META | META PLATFORMS INC | $729.35万 | 6.36% | 12,748 | -13 | -0.1% | -$7,438 | 减仓 |
| AMD | ADVANCED MICRO DEVICE LTD. | $662.21万 | 5.78% | 32,552 | 13,483 | 70.7% | $274.28万 | 加仓 |
| MSFT | MICROSOFT | $634.51万 | 5.54% | 17,141 | 843 | 5.2% | $31.21万 | 加仓 |
| ETN | EATON CORP PLC | $589.83万 | 5.15% | 16,491 | 4,874 | 42.0% | $174.33万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY LTD | $434.15万 | 3.79% | 55,281 | 4,674 | 9.2% | $36.71万 | 加仓 |
| FSLR | FIRST SOLAR INC. | $422.33万 | 3.69% | 21,410 | -22,328 | -51.0% | -$440.44万 | 减仓 |
| VRT | VERTIV HOLDING | $392.88万 | 3.43% | 15,679 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDINGS | $342.10万 | 2.99% | 95,480 | 44 | 0.0% | $1,577 | 加仓 |
| CAE | CAE INC. | $320.40万 | 2.80% | 123,302 | 79 | 0.1% | $2,053 | 加仓 |
| CNI | CN RAIL | $283.71万 | 2.48% | 27,620 | 3,496 | 14.5% | $35.91万 | 加仓 |
| CLS | CELESTICA INC | $280.37万 | 2.45% | 9,959 | 91 | 0.9% | $2.56万 | 加仓 |
| CVE | CENOVUS ENERGY | $219.37万 | 1.91% | 82,822 | 82,822 | — | $219.37万 | 新建仓 |
| RELX | RELX PLC ADR | $187.98万 | 1.64% | 56,707 | 56,707 | — | $187.98万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $161.57万 | 1.41% | 3,755 | 3,755 | — | $161.57万 | 新建仓 |
| — | EXXON MOBIL | $104.02万 | 0.91% | 6,131 | 6,131 | — | $104.02万 | 新建仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $85.38万 | 0.74% | 17,537 | 17,537 | — | $85.38万 | 新建仓 |
| SU | SUNCOR ENERGY INC | $84.23万 | 0.74% | 12,761 | 12,761 | — | $84.23万 | 新建仓 |
| XLE | ENERGY SELECT SECTOR SPDR FUND | $83.84万 | 0.73% | 13,686 | 13,686 | — | $83.84万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY | $68.24万 | 0.60% | 1,424 | 1,424 | — | $68.24万 | 新建仓 |
| TRP | TC ENERGY CORP | $66.64万 | 0.58% | 10,663 | 10,663 | — | $66.64万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORPORATION | $61.03万 | 0.53% | 13,662 | 13,662 | — | $61.03万 | 新建仓 |
| CVX | CHEVRON | $49.14万 | 0.43% | 2,375 | 2,375 | — | $49.14万 | 新建仓 |
| CM | CIBC | $41.16万 | 0.36% | 4,352 | 4,352 | — | $41.16万 | 新建仓 |
| BMO | BANK OF MONTREAL | $39.30万 | 0.34% | 2,907 | 2,907 | — | $39.30万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC | $38.02万 | 0.33% | 6,081 | 6,081 | — | $38.02万 | 新建仓 |
| AAPL | APPLE INC. | $37.64万 | 0.33% | 1,483 | 1,483 | — | $37.64万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS | $35.24万 | 0.31% | 1,815 | 1,815 | — | $35.24万 | 新建仓 |
| MA | MASTERCARD | $34.33万 | 0.30% | 687 | 687 | — | $34.33万 | 新建仓 |
| BN | BROOKFIELD CORP | $31.55万 | 0.28% | 7,802 | 7,802 | — | $31.55万 | 新建仓 |
| BAM | BROOKFIELD ASSET MGMT | $29.52万 | 0.26% | 6,652 | 6,652 | — | $29.52万 | 新建仓 |
| PYPL | PAYPAL HOLDINGS INC. | $0 | 0.00% | 0 | -47,304 | -100.0% | -$276.16万 | 清仓 |