LOUISBOURG INVESTMENTS INC.
DIEPPE A3 · SEC CIK 0002053050
$5.29亿2026Q1 申报市值
216持仓数
24.9%前十大占比 · 第一大 5.6%
16 / 13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
FNV 新建仓+$737.19万
SHOP 加仓+$671.96万
AG 新建仓+$598.15万
CDE 新建仓+$548.99万
THOMSON REUTERS 加仓+$532.47万
2026Q1 卖出最多 按季末市值估算
RCI 减仓-$517.89万
NEW GOLD INC 清仓-$491.63万
RGLD 减仓-$449.59万
PBA 减仓-$437.08万
CLS 清仓-$417.68万
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 |
|---|---|---|---|---|---|---|---|---|
| MDA | MDA SPACE LTD | $17.38万 | 0.03% | 6,875 | 6,875 | — | $17.38万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $18.08万 | 0.03% | 2,540 | -125 | -4.7% | -$8,897 | 减仓 |
| FOXA | FOX CORP | $18.40万 | 0.03% | 3,150 | -590 | -15.8% | -$3.45万 | 减仓 |
| IVZ | INVESCO LTD | $21.07万 | 0.04% | 8,675 | 1,200 | 16.1% | $2.91万 | 加仓 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $21.39万 | 0.04% | 1,195 | 115 | 10.6% | $2.06万 | 加仓 |
| SNA | SNAP-ON INC | $21.43万 | 0.04% | 590 | 15 | 2.6% | $5,448 | 加仓 |
| KR | KROGER CO/THE | $21.71万 | 0.04% | 3,000 | 30 | 1.0% | $2,171 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $23.65万 | 0.04% | 3,048 | -85 | -2.7% | -$6,595 | 减仓 |
| NKE | NIKE INC | $23.77万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $25.02万 | 0.05% | 925 | -225 | -19.6% | -$6.09万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $28.29万 | 0.05% | 435 | -43 | -9.0% | -$2.80万 | 减仓 |
| ABBV | ABBVIE INC | $30.34万 | 0.06% | 1,395 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC | $31.92万 | 0.06% | 5,105 | 150 | 3.0% | $9,378 | 加仓 |
| EMA | EMERA INC | $33.11万 | 0.06% | 6,400 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $33.73万 | 0.06% | 2,580 | 10 | 0.4% | $1,307 | 加仓 |
| KLAC | KLA CORP | $37.29万 | 0.07% | 290 | -566 | -66.1% | -$72.78万 | 减仓 |
| B | BARRICK MINING CORP | $37.30万 | 0.07% | 9,145 | -40 | -0.4% | -$1,631 | 减仓 |
| ASML | ASML HOLDING NV | $39.62万 | 0.07% | 300 | -350 | -53.8% | -$46.23万 | 减仓 |
| MFC | MANULIFE FINANCIAL CORP | $39.76万 | 0.08% | 11,565 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC/THE | $48.49万 | 0.09% | 758 | -405 | -34.8% | -$25.91万 | 减仓 |
| AAPL | APPLE INC | $56.24万 | 0.11% | 2,640 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $59.81万 | 0.11% | 1,700 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $62.42万 | 0.12% | 13,280 | -2,400 | -15.3% | -$11.28万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $64.08万 | 0.12% | 10,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC | $64.79万 | 0.12% | 1,352 | -14 | -1.0% | -$6,709 | 减仓 |
| TRP | TC ENERGY CORP | $68.59万 | 0.13% | 10,975 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $74.97万 | 0.14% | 8,240 | 1,000 | 13.8% | $9.10万 | 加仓 |
| NVDA | NVIDIA CORP | $75.08万 | 0.14% | 4,305 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FINANCIAL GROU | $88.19万 | 0.17% | 44,652 | 5,500 | 14.0% | $10.86万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP | $88.30万 | 0.17% | 52,032 | 6,400 | 14.0% | $10.86万 | 加仓 |
| BHP | BHP GROUP LTD | $92.23万 | 0.17% | 12,680 | 1,600 | 14.4% | $11.64万 | 加仓 |
| ENB | ENBRIDGE INC | $97.15万 | 0.18% | 17,958 | -350 | -1.9% | -$1.89万 | 减仓 |
| RIO | RIO TINTO PLC | $103.37万 | 0.20% | 11,080 | 1,400 | 14.5% | $13.06万 | 加仓 |
| FTS | FORTIS INC/CANADA | $106.09万 | 0.20% | 19,054 | -26,073 | -57.8% | -$145.17万 | 减仓 |
| BMO | BANK OF MONTREAL | $113.55万 | 0.21% | 8,400 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $122.00万 | 0.23% | 6,092 | -16,175 | -72.6% | -$323.92万 | 减仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE | $127.35万 | 0.24% | 19,007 | 791 | 4.3% | $5.30万 | 加仓 |
| HD | HOME DEPOT INC/THE | $131.56万 | 0.25% | 4,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $134.76万 | 0.25% | 14,490 | -400 | -2.7% | -$3.72万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $157.93万 | 0.30% | 46,713 | -27,545 | -37.1% | -$93.13万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $163.61万 | 0.31% | 20,833 | -17,057 | -45.0% | -$133.96万 | 减仓 |
| — | DOCEBO INC | $165.41万 | 0.31% | 94,572 | -7,100 | -7.0% | -$12.42万 | 减仓 |
| TJX | TJX COS INC/THE | $170.03万 | 0.32% | 10,647 | -41 | -0.4% | -$6,548 | 减仓 |
| GOOGL | ALPHABET INC | $182.03万 | 0.34% | 6,330 | 830 | 15.1% | $23.87万 | 加仓 |
| WFC | WELLS FARGO & CO | $192.56万 | 0.36% | 31,843 | 1,060 | 3.4% | $6.41万 | 加仓 |
| ACN | ACCENTURE PLC | $195.44万 | 0.37% | 12,456 | -2,740 | -18.0% | -$42.99万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $204.77万 | 0.39% | 32,587 | 32,587 | — | $204.77万 | 新建仓 |
| WMT | WALMART INC | $211.28万 | 0.40% | 17,000 | -45 | -0.3% | -$5,593 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $219.21万 | 0.41% | 2,200 | 0 | 0.0% | — | 不变 |
| ELE | ELEMENTAL ROYALTY CORP | $220.54万 | 0.42% | 117,375 | 117,375 | — | $220.54万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $222.30万 | 0.42% | 5,455 | -189 | -3.3% | -$7.70万 | 减仓 |
| MTA | METALLA ROYALTY & STREAMING LT | $231.37万 | 0.44% | 360,342 | 360,342 | — | $231.37万 | 新建仓 |
| ATS | ATS CORP | $238.69万 | 0.45% | 84,855 | -122,275 | -59.0% | -$343.96万 | 减仓 |
| ENTG | ENTEGRIS INC | $253.94万 | 0.48% | 28,329 | -10,190 | -26.5% | -$91.34万 | 减仓 |
| — | GREENFIRE RESOURCES LTD | $261.27万 | 0.49% | 411,980 | -185,364 | -31.0% | -$117.56万 | 减仓 |
| DG | DOLLAR GENERAL CORP | $272.55万 | 0.52% | 30,014 | -2,725 | -8.3% | -$24.75万 | 减仓 |
| MCD | MCDONALD'S CORP | $280.22万 | 0.53% | 10,569 | 220 | 2.1% | $5.83万 | 加仓 |
| ALLE | ALLEGION PLC | $287.80万 | 0.54% | 24,139 | 4,520 | 23.0% | $53.89万 | 加仓 |
| DHR | DANAHER CORP | $289.39万 | 0.55% | 19,094 | 1,030 | 5.7% | $15.61万 | 加仓 |
| V | VISA INC | $296.29万 | 0.56% | 12,724 | 2,348 | 22.6% | $54.68万 | 加仓 |
| CBRE | CBRE GROUP INC | $300.32万 | 0.57% | 26,241 | 4,900 | 23.0% | $56.08万 | 加仓 |
| TTEK | TETRA TECH INC | $301.56万 | 0.57% | 119,970 | 119,970 | — | $301.56万 | 新建仓 |
| SAP | SAP SE | $302.70万 | 0.57% | 17,680 | 9,200 | 108.5% | $157.51万 | 加仓 |
| — | MARSH & MCLENNAN COS INC | $335.90万 | 0.64% | 25,445 | 25,445 | — | $335.90万 | 新建仓 |
| NFLX | NETFLIX INC | $341.33万 | 0.65% | 43,101 | 31,175 | 261.4% | $246.89万 | 加仓 |
| BNY | BANK OF NEW YORK MELLON CORP/T | $347.18万 | 0.66% | 38,497 | 1,670 | 4.5% | $15.06万 | 加仓 |
| UNP | UNION PACIFIC CORP | $361.31万 | 0.68% | 18,022 | -990 | -5.2% | -$19.85万 | 减仓 |
| DLTR | DOLLAR TREE INC | $367.72万 | 0.70% | 41,631 | 2,540 | 6.5% | $22.44万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $391.02万 | 0.74% | 78,029 | -15,689 | -16.7% | -$78.62万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $396.65万 | 0.75% | 84,087 | 76,220 | 968.9% | $359.54万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $403.66万 | 0.76% | 74,682 | 3,446 | 4.8% | $18.63万 | 加仓 |
| KKR | KKR & CO INC | $411.34万 | 0.78% | 56,845 | 25,270 | 80.0% | $182.86万 | 加仓 |
| FSV | FIRSTSERVICE CORP | $421.87万 | 0.80% | 30,387 | 5,747 | 23.3% | $79.79万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $423.12万 | 0.80% | 26,227 | -1,788 | -6.4% | -$28.85万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $433.30万 | 0.82% | 46,369 | 10,495 | 29.3% | $98.07万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $437.67万 | 0.83% | 41,937 | -5,675 | -11.9% | -$59.23万 | 减仓 |
| TD | TORONTO-DOMINION BANK/THE | $440.44万 | 0.83% | 47,254 | -1,165 | -2.4% | -$10.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $441.14万 | 0.83% | 21,016 | -11,896 | -36.1% | -$249.71万 | 减仓 |
| QSR | RESTAURANT BRANDS INTERNATIONA | $443.54万 | 0.84% | 60,059 | -18,038 | -23.1% | -$133.21万 | 减仓 |
| COP | CONOCOPHILLIPS | $454.80万 | 0.86% | 44,113 | -6,030 | -12.0% | -$62.17万 | 减仓 |
| DIS | WALT DISNEY CO/THE | $461.55万 | 0.87% | 59,204 | 7,265 | 14.0% | $56.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $481.12万 | 0.91% | 59,288 | 20,725 | 53.7% | $168.18万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $487.07万 | 0.92% | 126,901 | -134,932 | -51.5% | -$517.89万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC | $508.63万 | 0.96% | 22,466 | 3,773 | 20.2% | $85.42万 | 加仓 |
| URI | UNITED RENTALS INC | $514.46万 | 0.97% | 8,706 | 1,595 | 22.4% | $94.25万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $520.24万 | 0.98% | 83,707 | 7,430 | 9.7% | $46.18万 | 加仓 |
| CSGP | COSTAR GROUP INC | $538.72万 | 1.02% | 175,086 | 84,764 | 93.8% | $260.81万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $541.78万 | 1.02% | 375,900 | 30,300 | 8.8% | $43.67万 | 加仓 |
| SU | SUNCOR ENERGY INC | $542.73万 | 1.03% | 82,220 | -14,359 | -14.9% | -$94.78万 | 减仓 |
| NTR | NUTRIEN LTD | $542.86万 | 1.03% | 72,059 | -12,134 | -14.4% | -$91.41万 | 减仓 |
| CDE | COEUR MINING INC | $548.99万 | 1.04% | 292,481 | 292,481 | — | $548.99万 | 新建仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC/TH | $569.75万 | 1.08% | 79,704 | 7,841 | 10.9% | $56.05万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $573.59万 | 1.08% | 46,164 | -650 | -1.4% | -$8.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $574.51万 | 1.09% | 8 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $575.02万 | 1.09% | 78,812 | 16,988 | 27.5% | $123.95万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $578.51万 | 1.09% | 129,498 | -97,840 | -43.0% | -$437.08万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $596.43万 | 1.13% | 225,180 | 44,592 | 24.7% | $118.11万 | 加仓 |
| IAG | IAMGOLD CORP | $597.37万 | 1.13% | 318,300 | 9,900 | 3.2% | $18.58万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $597.48万 | 1.13% | 285,900 | 22,000 | 8.3% | $45.98万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $598.15万 | 1.13% | 279,600 | 279,600 | — | $598.15万 | 新建仓 |