Northwest & Ethical Investments L.P.
TORONTO A6 · SEC CIK 0002033536
$43.24亿2026Q1 申报市值
526持仓数
24.3%前十大占比 · 第一大 3.8%
110 / 89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
WCN 加仓+$4,634.87万
KLAC 新建仓+$3,891.87万
NVDA 加仓+$3,015.60万
QXO 新建仓+$1,180.48万
ULTA 加仓+$1,137.36万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$3,615.97万
WM 减仓-$2,745.05万
CARR 减仓-$1,946.27万
RSG 减仓-$1,835.98万
MSFT 减仓-$1,740.36万
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 |
|---|---|---|---|---|---|---|---|---|
| VET | VERMILION ENERGY INC | $39.33万 | 0.01% | 28,561 | 9,030 | 46.2% | $12.44万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $40.53万 | 0.01% | 5,907 | 0 | 0.0% | — | 不变 |
| ALHC | ALIGNMENT HEALTHCARE INC | $40.59万 | 0.01% | 21,741 | 170 | 0.8% | $3,174 | 加仓 |
| SF | STIFEL FINL CORP | $40.87万 | 0.01% | 5,587 | -6,418 | -53.5% | -$46.95万 | 减仓 |
| COHR | COHERENT CORP | $41.10万 | 0.01% | 1,623 | 1,623 | — | $41.10万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $41.11万 | 0.01% | 7,453 | 7,453 | — | $41.11万 | 新建仓 |
| VST | VISTRA CORP | $41.13万 | 0.01% | 2,713 | -1,345 | -33.1% | -$20.39万 | 减仓 |
| — | GRANITE REAL ESTATE INVT TR | $41.15万 | 0.01% | 7,003 | -290 | -4.0% | -$1.70万 | 减仓 |
| ROKU | ROKU INC | $41.26万 | 0.01% | 4,202 | 1,602 | 61.6% | $15.73万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $42.82万 | 0.01% | 561 | -154 | -21.5% | -$11.75万 | 减仓 |
| TWLO | TWILIO INC | $43.04万 | 0.01% | 3,272 | 3,272 | — | $43.04万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $43.08万 | 0.01% | 9,500 | 9,500 | — | $43.08万 | 新建仓 |
| CAT | CATERPILLAR INC | $43.42万 | 0.01% | 602 | 602 | — | $43.42万 | 新建仓 |
| MEOH | METHANEX CORP | $43.61万 | 0.01% | 7,323 | -20,456 | -73.6% | -$121.81万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $44.08万 | 0.01% | 3,005 | 408 | 15.7% | $5.98万 | 加仓 |
| SN | SHARKNINJA INC | $44.27万 | 0.01% | 4,081 | 800 | 24.4% | $8.68万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $44.31万 | 0.01% | 2,818 | 2,818 | — | $44.31万 | 新建仓 |
| GL | GLOBE LIFE INC | $44.73万 | 0.01% | 3,120 | -1,239 | -28.4% | -$17.76万 | 减仓 |
| PL | PLANET LABS PBC | $45.46万 | 0.01% | 12,980 | 12,980 | — | $45.46万 | 新建仓 |
| KEX | KIRBY CORP | $45.69万 | 0.01% | 3,328 | 1,428 | 75.2% | $19.61万 | 加仓 |
| EMN | EASTMAN CHEM CO | $46.17万 | 0.01% | 6,050 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $46.23万 | 0.01% | 20,375 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $46.35万 | 0.01% | 24,719 | 24,719 | — | $46.35万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $47.31万 | 0.01% | 22,800 | 22,800 | — | $47.31万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $47.58万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $47.99万 | 0.01% | 368 | 22 | 6.4% | $2.87万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $49.06万 | 0.01% | 16,800 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $49.06万 | 0.01% | 23,286 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $50.89万 | 0.01% | 5,344 | -8,394 | -61.1% | -$79.93万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $51.41万 | 0.01% | 8,469 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $51.50万 | 0.01% | 37,077 | 12,777 | 52.6% | $17.75万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $51.57万 | 0.01% | 4,500 | 800 | 21.6% | $9.17万 | 加仓 |
| BRZE | BRAZE INC | $52.45万 | 0.01% | 22,680 | 2,880 | 14.5% | $6.66万 | 加仓 |
| DEO | DIAGEO PLC | $52.67万 | 0.01% | 7,075 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $52.70万 | 0.01% | 5,089 | 1,800 | 54.7% | $18.64万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $52.73万 | 0.01% | 13,353 | 310 | 2.4% | $1.22万 | 加仓 |
| MLI | MUELLER INDS INC | $53.41万 | 0.01% | 4,739 | -7,164 | -60.2% | -$80.74万 | 减仓 |
| SO | SOUTHERN CO | $54.09万 | 0.01% | 5,579 | 5,579 | — | $54.09万 | 新建仓 |
| ERO | ERO COPPER CORP | $55.93万 | 0.01% | 21,003 | -27,290 | -56.5% | -$72.67万 | 减仓 |
| PCAR | PACCAR INC | $56.68万 | 0.01% | 4,790 | -9,288 | -66.0% | -$109.91万 | 重新持有 |
| DASH | DOORDASH INC | $56.69万 | 0.01% | 3,655 | 2,097 | 134.6% | $32.52万 | 加仓 |
| SAIA | SAIA INC | $56.89万 | 0.01% | 1,529 | -445 | -22.5% | -$16.56万 | 减仓 |
| PDD | PDD HOLDINGS INC | $58.04万 | 0.01% | 5,680 | -7,486 | -56.9% | -$76.49万 | 重新持有 |
| SVV | SAVERS VALUE VLG INC | $58.51万 | 0.01% | 78,642 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $58.86万 | 0.01% | 36,924 | -676 | -1.8% | -$1.08万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $59.16万 | 0.01% | 1,566 | 66 | 4.4% | $2.49万 | 加仓 |
| LINE | LINEAGE INC | $59.21万 | 0.01% | 18,073 | -715 | -3.8% | -$2.34万 | 减仓 |
| RDDT | REDDIT INC | $59.97万 | 0.01% | 4,332 | 1,146 | 36.0% | $15.87万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $60.40万 | 0.01% | 7,004 | 7,004 | — | $60.40万 | 新建仓 |
| EOG | EOG RES INC | $60.53万 | 0.01% | 4,187 | -424 | -9.2% | -$6.13万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $60.70万 | 0.01% | 12,050 | 12,050 | — | $60.70万 | 新建仓 |
| BZ | KANZHUN LIMITED | $61.46万 | 0.01% | 45,900 | 45,900 | — | $61.46万 | 新建仓 |
| DHI | D R HORTON INC | $61.80万 | 0.01% | 4,361 | -722 | -14.2% | -$10.23万 | 减仓 |
| DE | DEERE & CO | $62.17万 | 0.01% | 1,081 | 185 | 20.6% | $10.64万 | 加仓 |
| SNOW | SNOWFLAKE INC | $62.83万 | 0.01% | 4,206 | -999 | -19.2% | -$14.92万 | 减仓 |
| FAST | FASTENAL CO | $63.20万 | 0.01% | 13,778 | -120,795 | -89.8% | -$554.09万 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $64.01万 | 0.01% | 18,746 | 18,746 | — | $64.01万 | 新建仓 |
| MDB | MONGODB INC | $64.72万 | 0.01% | 2,538 | -312 | -10.9% | -$7.96万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $65.17万 | 0.02% | 9,339 | 3,855 | 70.3% | $26.90万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $65.70万 | 0.02% | 5,162 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $66.59万 | 0.02% | 4,036 | -1,700 | -29.6% | -$28.05万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $66.76万 | 0.02% | 864 | -736 | -46.0% | -$56.87万 | 减仓 |
| TPR | TAPESTRY INC | $68.50万 | 0.02% | 4,767 | 27 | 0.6% | $3,880 | 加仓 |
| — | ORLA MNG LTD NEW | $68.57万 | 0.02% | 42,670 | 28,980 | 211.7% | $46.57万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $69.47万 | 0.02% | 776 | 776 | — | $69.47万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $69.95万 | 0.02% | 4,158 | 290 | 7.5% | $4.88万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $70.20万 | 0.02% | 6,826 | 1,456 | 27.1% | $14.97万 | 加仓 |
| RDNT | RADNET INC | $70.77万 | 0.02% | 12,854 | 3,927 | 44.0% | $21.62万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $70.79万 | 0.02% | 31,019 | 2,310 | 8.0% | $5.27万 | 加仓 |
| SAP | SAP SE | $71.21万 | 0.02% | 4,145 | 1,251 | 43.2% | $21.49万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $72.29万 | 0.02% | 13,500 | 5,000 | 58.8% | $26.77万 | 加仓 |
| ADBE | ADOBE INC | $72.68万 | 0.02% | 2,990 | 1,210 | 68.0% | $29.41万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $72.76万 | 0.02% | 57,885 | 1,051 | 1.8% | $1.32万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $73.54万 | 0.02% | 6,931 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $74.74万 | 0.02% | 8,342 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $74.75万 | 0.02% | 14,721 | -2,481 | -14.4% | -$12.60万 | 减仓 |
| WMB | WILLIAMS COS INC | $74.78万 | 0.02% | 10,302 | 10,302 | — | $74.78万 | 新建仓 |
| SOBO | SOUTH BOW CORP | $75.00万 | 0.02% | 22,560 | -2,430 | -9.7% | -$8.08万 | 减仓 |
| TLN | TALEN ENERGY CORP | $75.45万 | 0.02% | 2,328 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $76.29万 | 0.02% | 3,264 | 198 | 6.5% | $4.63万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $76.41万 | 0.02% | 2,595 | 1,045 | 67.4% | $30.77万 | 加仓 |
| EVRG | EVERGY INC | $77.58万 | 0.02% | 9,387 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $78.33万 | 0.02% | 2,348 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $79.17万 | 0.02% | 30,391 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $80.24万 | 0.02% | 13,505 | 13,505 | — | $80.24万 | 新建仓 |
| VIV | TELEFONICA BRASIL SA | $82.66万 | 0.02% | 51,956 | 51,956 | — | $82.66万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $82.97万 | 0.02% | 2,986 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $83.82万 | 0.02% | 16,117 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $83.89万 | 0.02% | 16,969 | 16,969 | — | $83.89万 | 新建仓 |
| ARIS | ARIS MINING CORPORATION | $84.37万 | 0.02% | 45,469 | -16,120 | -26.2% | -$29.91万 | 减仓 |
| FSM | FORTUNA MNG CORP | $84.47万 | 0.02% | 85,022 | 9,760 | 13.0% | $9.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $84.95万 | 0.02% | 3,858 | 2,358 | 157.2% | $51.92万 | 加仓 |
| TAL | TAL ED GROUP | $85.01万 | 0.02% | 74,766 | 74,766 | — | $85.01万 | 新建仓 |
| AIZ | ASSURANT INC | $85.04万 | 0.02% | 3,900 | 500 | 14.7% | $10.90万 | 加仓 |
| CENX | CENTURY ALUM CO | $85.08万 | 0.02% | 13,175 | 13,175 | — | $85.08万 | 新建仓 |
| HAS | HASBRO INC | $85.13万 | 0.02% | 9,415 | -1,342 | -12.5% | -$12.13万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $85.44万 | 0.02% | 61,692 | 61,692 | — | $85.44万 | 新建仓 |
| RKT | ROCKET COS INC | $85.45万 | 0.02% | 56,813 | -17,332 | -23.4% | -$26.07万 | 减仓 |
| TREX | TREX INC | $86.56万 | 0.02% | 23,766 | -28,200 | -54.3% | -$102.70万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $87.75万 | 0.02% | 34,439 | 34,439 | — | $87.75万 | 新建仓 |