LOUISBOURG INVESTMENTS INC.
DIEPPE A3 · SEC CIK 0002053050
$5.42亿2026Q2 申报市值
210持仓数
27.7%前十大占比 · 第一大 5.5%
11 / 17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
BB 新建仓+$856.30万
SU 加仓+$836.95万
MDA 加仓+$681.47万
CVE 加仓+$659.15万
MEOH 加仓+$501.58万
2026Q2 卖出最多 按季末市值估算
SSRM 清仓-$660.72万
UUUU 清仓-$621.32万
KGC 清仓-$598.33万
IAG 清仓-$597.37万
CDE 清仓-$548.99万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP | $16.08万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART | $17.60万 | 0.03% | 4,828 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL CORP | $18.16万 | 0.03% | 905 | 35 | 4.0% | $7,022 | 加仓 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $18.21万 | 0.03% | 1,225 | 30 | 2.5% | $4,461 | 加仓 |
| NKE | NIKE INC | $18.47万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP | $19.01万 | 0.04% | 4,600 | 4,600 | — | $19.01万 | 新建仓 |
| IVZ | INVESCO LTD | $19.13万 | 0.04% | 7,250 | -1,425 | -16.4% | -$3.76万 | 减仓 |
| MA | MASTERCARD INC | $19.21万 | 0.04% | 374 | 260 | 228.1% | $13.35万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $19.38万 | 0.04% | 1,650 | -1,398 | -45.9% | -$16.42万 | 减仓 |
| ASML | ASML HOLDING NV | $19.89万 | 0.04% | 100 | -200 | -66.7% | -$39.79万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $19.91万 | 0.04% | 3,110 | 570 | 22.4% | $3.65万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $20.90万 | 0.04% | 1,230 | -65 | -5.0% | -$1.10万 | 减仓 |
| SNA | SNAP-ON INC | $22.13万 | 0.04% | 550 | -40 | -6.8% | -$1.61万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $27.48万 | 0.05% | 368 | -67 | -15.4% | -$5.00万 | 减仓 |
| B | BARRICK MINING CORP | $29.89万 | 0.06% | 8,145 | -1,000 | -10.9% | -$3.67万 | 减仓 |
| EMA | EMERA INC | $33.88万 | 0.06% | 6,400 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC | $34.37万 | 0.06% | 4,386 | -719 | -14.1% | -$5.63万 | 减仓 |
| ABBV | ABBVIE INC | $35.10万 | 0.06% | 1,395 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP | $47.25万 | 0.09% | 11,672 | 107 | 0.9% | $4,331 | 加仓 |
| BP | BP PLC | $49.07万 | 0.09% | 13,280 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $52.23万 | 0.10% | 1,820 | -1,080 | -37.2% | -$30.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC/THE | $57.67万 | 0.11% | 764 | 6 | 0.8% | $4,529 | 加仓 |
| AMGN | AMGEN INC | $61.56万 | 0.11% | 1,700 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $63.53万 | 0.12% | 2,640 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $64.07万 | 0.12% | 8,240 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC | $67.95万 | 0.13% | 1,358 | 6 | 0.4% | $3,002 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $71.25万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $73.31万 | 0.14% | 11,092 | 117 | 1.1% | $7,733 | 加仓 |
| NVDA | NVIDIA CORP | $85.54万 | 0.16% | 4,275 | -30 | -0.7% | -$6,003 | 减仓 |
| ROST | ROSS STORES INC | $89.28万 | 0.16% | 4,677 | -1,415 | -23.2% | -$27.01万 | 减仓 |
| ACN | ACCENTURE PLC | $91.44万 | 0.17% | 9,264 | -3,192 | -25.6% | -$31.51万 | 减仓 |
| ENB | ENBRIDGE INC | $101.66万 | 0.19% | 18,783 | 825 | 4.6% | $4.47万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP | $103.49万 | 0.19% | 52,032 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $105.18万 | 0.19% | 11,080 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FINANCIAL GROU | $105.29万 | 0.19% | 44,652 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD | $105.64万 | 0.19% | 12,680 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $110.97万 | 0.20% | 32,334 | -14,379 | -30.8% | -$49.35万 | 减仓 |
| SHEL | SHELL PLC | $112.36万 | 0.21% | 14,490 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE | $130.43万 | 0.24% | 19,584 | 577 | 3.0% | $3.84万 | 加仓 |
| FTS | FORTIS INC/CANADA | $139.35万 | 0.26% | 24,371 | 5,317 | 27.9% | $30.40万 | 加仓 |
| HD | HOME DEPOT INC/THE | $141.07万 | 0.26% | 4,000 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $143.05万 | 0.26% | 10,203 | -18,126 | -64.0% | -$254.13万 | 减仓 |
| BMO | BANK OF MONTREAL | $148.57万 | 0.27% | 8,422 | 22 | 0.3% | $3,881 | 加仓 |
| TJX | TJX COS INC/THE | $164.21万 | 0.30% | 10,839 | 192 | 1.8% | $2.91万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $179.59万 | 0.33% | 20,754 | -79 | -0.4% | -$6,836 | 减仓 |
| WMT | WALMART INC | $192.54万 | 0.36% | 17,000 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $194.68万 | 0.36% | 27,187 | -5,400 | -16.6% | -$38.67万 | 减仓 |
| WFC | WELLS FARGO & CO | $198.89万 | 0.37% | 32,092 | 249 | 0.8% | $1.54万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $205.80万 | 0.38% | 2,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $225.68万 | 0.42% | 6,315 | -15 | -0.2% | -$5,361 | 减仓 |
| UNP | UNION PACIFIC CORP | $230.33万 | 0.42% | 9,551 | -8,471 | -47.0% | -$204.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $233.31万 | 0.43% | 9,986 | -11,030 | -52.5% | -$257.71万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $233.50万 | 0.43% | 6,754 | 1,299 | 23.8% | $44.91万 | 加仓 |
| MCD | MCDONALD'S CORP | $243.07万 | 0.45% | 10,620 | 51 | 0.5% | $1.17万 | 加仓 |
| MTA | METALLA ROYALTY & STREAMING LT | $269.82万 | 0.50% | 355,342 | -5,000 | -1.4% | -$3.80万 | 减仓 |
| — | DOCEBO INC | $285.72万 | 0.53% | 160,037 | 65,465 | 69.2% | $116.88万 | 加仓 |
| NFLX | NETFLIX INC | $301.27万 | 0.56% | 52,363 | 9,262 | 21.5% | $53.29万 | 加仓 |
| DG | DOLLAR GENERAL CORP | $306.93万 | 0.57% | 35,364 | 5,350 | 17.8% | $46.43万 | 加仓 |
| DHR | DANAHER CORP | $311.14万 | 0.57% | 21,855 | 2,761 | 14.5% | $39.31万 | 加仓 |
| — | MARSH & MCLENNAN COS INC | $319.38万 | 0.59% | 25,536 | 91 | 0.4% | $1.14万 | 加仓 |
| ATS | ATS CORP | $319.63万 | 0.59% | 111,104 | 26,249 | 30.9% | $75.51万 | 加仓 |
| ALLE | ALLEGION PLC | $323.14万 | 0.60% | 28,811 | 4,672 | 19.4% | $52.40万 | 加仓 |
| BNY | BANK OF NEW YORK MELLON CORP/T | $324.64万 | 0.60% | 29,885 | -8,612 | -22.4% | -$93.55万 | 减仓 |
| SAP | SAP SE | $334.11万 | 0.62% | 21,680 | 4,000 | 22.6% | $61.64万 | 加仓 |
| TTEK | TETRA TECH INC | $336.06万 | 0.62% | 147,261 | 27,291 | 22.7% | $62.28万 | 加仓 |
| V | VISA INC | $336.46万 | 0.62% | 12,869 | 145 | 1.1% | $3.79万 | 加仓 |
| KKR | KKR & CO INC | $339.55万 | 0.63% | 47,424 | -9,421 | -16.6% | -$67.45万 | 减仓 |
| URI | UNITED RENTALS INC | $363.48万 | 0.67% | 3,689 | -5,017 | -57.6% | -$494.33万 | 减仓 |
| ELE | ELEMENTAL ROYALTY CORP | $365.64万 | 0.67% | 209,002 | 91,627 | 78.1% | $160.30万 | 加仓 |
| GIB | CGI INC | $368.39万 | 0.68% | 57,105 | -21,707 | -27.5% | -$140.03万 | 减仓 |
| — | GREENFIRE RESOURCES LTD | $373.62万 | 0.69% | 661,980 | 250,000 | 60.7% | $141.10万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $396.37万 | 0.73% | 36,056 | -10,313 | -22.2% | -$113.37万 | 减仓 |
| DLTR | DOLLAR TREE INC | $399.14万 | 0.74% | 41,416 | -215 | -0.5% | -$2.07万 | 减仓 |
| COP | CONOCOPHILLIPS | $404.56万 | 0.75% | 50,778 | 6,665 | 15.1% | $53.10万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $414.39万 | 0.76% | 137,159 | 59,130 | 75.8% | $178.65万 | 加仓 |
| CBRE | CBRE GROUP INC | $422.37万 | 0.78% | 38,605 | 12,364 | 47.1% | $135.27万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $428.35万 | 0.79% | 131,920 | 5,019 | 4.0% | $16.30万 | 加仓 |
| FSV | FIRSTSERVICE CORP | $446.91万 | 0.82% | 31,490 | 1,103 | 3.6% | $15.65万 | 加仓 |
| DIS | WALT DISNEY CO/THE | $451.50万 | 0.83% | 58,773 | -431 | -0.7% | -$3.31万 | 减仓 |
| TD | TORONTO-DOMINION BANK/THE | $458.38万 | 0.85% | 37,773 | -9,481 | -20.1% | -$115.05万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $461.26万 | 0.85% | 77,276 | 2,594 | 3.5% | $15.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $471.49万 | 0.87% | 67,648 | 8,360 | 14.1% | $58.27万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC | $501.11万 | 0.92% | 24,991 | 2,525 | 11.2% | $50.63万 | 加仓 |
| MEOH | METHANEX CORP | $501.67万 | 0.93% | 108,820 | 108,800 | 544,000.0% | $501.58万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $516.34万 | 0.95% | 304,700 | 25,100 | 9.0% | $42.53万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $518.73万 | 0.96% | 220,100 | -65,800 | -23.0% | -$155.08万 | 减仓 |
| QSR | RESTAURANT BRANDS INTERNATIONA | $520.72万 | 0.96% | 71,930 | 11,871 | 19.8% | $85.94万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $531.25万 | 0.98% | 25,705 | -522 | -2.0% | -$10.79万 | 减仓 |
| OR | OR ROYALTIES INC | $535.53万 | 0.99% | 169,447 | -52,325 | -23.6% | -$165.37万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $542.93万 | 1.00% | 53,328 | 11,391 | 27.2% | $115.97万 | 加仓 |
| BNS | BANK OF NOVA SCOTIA/THE | $543.95万 | 1.00% | 62,704 | -26,814 | -30.0% | -$232.61万 | 减仓 |
| FNV | FRANCO-NEVADA CORP | $549.02万 | 1.01% | 26,363 | -3,469 | -11.6% | -$72.24万 | 减仓 |
| CSGP | COSTAR GROUP INC | $549.77万 | 1.01% | 256,336 | 81,250 | 46.4% | $174.26万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $563.94万 | 1.04% | 48,315 | 2,151 | 4.7% | $25.11万 | 加仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC/TH | $575.25万 | 1.06% | 83,216 | 3,512 | 4.4% | $24.28万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $581.09万 | 1.07% | 103,067 | 19,360 | 23.1% | $109.15万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $595.01万 | 1.10% | 182,953 | 98,866 | 117.6% | $321.54万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $599.08万 | 1.11% | 8 | 0 | 0.0% | — | 不变 |
| LSPD | LIGHTSPEED COMMERCE INC | $604.01万 | 1.11% | 577,980 | -94,784 | -14.1% | -$99.05万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $643.27万 | 1.19% | 68,068 | 16,834 | 32.9% | $159.09万 | 加仓 |