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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $3,891.87万 | 0.90% | 26,432 | 26,432 | — | $3,891.87万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,059.61万 | 0.94% | 120,074 | 10,970 | 10.1% | $370.89万 | 加仓 |
| V | VISA INC | $4,204.00万 | 0.97% | 139,085 | 3,643 | 2.7% | $110.11万 | 加仓 |
| MRK | MERCK & CO INC | $4,231.30万 | 0.98% | 351,729 | 23,081 | 7.0% | $277.66万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $4,392.93万 | 1.02% | 426,867 | -4,103 | -1.0% | -$42.22万 | 减仓 |
| UNP | UNION PAC CORP | $4,639.99万 | 1.07% | 191,245 | 28,841 | 17.8% | $699.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4,836.35万 | 1.12% | 346,995 | 18,788 | 5.7% | $261.86万 | 加仓 |
| LIN | LINDE PLC | $5,164.93万 | 1.19% | 104,182 | -14,914 | -12.5% | -$739.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,170.20万 | 1.20% | 79,500 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $5,481.13万 | 1.27% | 337,186 | 285,126 | 547.7% | $4,634.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,859.49万 | 1.36% | 101,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $6,176.22万 | 1.43% | 296,193 | -26,522 | -8.2% | -$553.04万 | 减仓 |
| AVGO | BROADCOM INC | $6,343.92万 | 1.47% | 204,755 | 12,111 | 6.3% | $375.23万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $6,456.28万 | 1.49% | 688,491 | -28,943 | -4.0% | -$271.41万 | 减仓 |
| RY | ROYAL BK CDA | $8,019.27万 | 1.85% | 494,832 | -10,970 | -2.2% | -$177.78万 | 减仓 |
| GOOG | ALPHABET INC | $8,878.24万 | 2.05% | 309,454 | 7,564 | 2.5% | $217.01万 | 加仓 |
| AAPL | APPLE INC | $1.03亿 | 2.39% | 407,128 | 18,182 | 4.7% | $461.81万 | 加仓 |
| NULG | NUSHARES ETF TR | $1.30亿 | 3.01% | 1,433,040 | 117,740 | 9.0% | $1,070.73万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $1.46亿 | 3.38% | 1,981,400 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.48亿 | 3.42% | 399,316 | -47,009 | -10.5% | -$1,740.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.64亿 | 3.79% | 938,430 | 172,746 | 22.6% | $3,015.60万 | 加仓 |