13F 机构持仓

LOUISBOURG INVESTMENTS INC.

DIEPPE A3 · SEC CIK 0002053050

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CNI 5.5%
SHOP 3.2%
TECK 2.7%
GOOG 2.5%
IVV 2.4%
SU 2.4%
TSM 2.3%
MSFT 2.3%
CVE 2.2%
BN 2.1%

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
VEA VANGUARD FTSE DEVELOPED MARKET $71.25万0.13%10,000 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC $67.95万0.13%1,358 60.4% $3,002 加仓
TTE TOTALENERGIES SE $64.07万0.12%8,240 00.0% — 不变
AAPL APPLE INC $63.53万0.12%2,640 00.0% — 不变
AMGN AMGEN INC $61.56万0.11%1,700 00.0% — 不变
GS GOLDMAN SACHS GROUP INC/THE $57.67万0.11%764 60.8% $4,529 加仓
KLAC KLA CORP $52.23万0.10%1,820 -1,080-37.2% -$30.99万 减仓
BP BP PLC $49.07万0.09%13,280 00.0% — 不变
MFC MANULIFE FINANCIAL CORP $47.25万0.09%11,672 1070.9% $4,331 加仓
ABBV ABBVIE INC $35.10万0.06%1,395 00.0% — 不变
SLF SUN LIFE FINANCIAL INC $34.37万0.06%4,386 -719-14.1% -$5.63万 减仓
EMA EMERA INC $33.88万0.06%6,400 00.0% — 不变
B BARRICK MINING CORP $29.89万0.06%8,145 -1,000-10.9% -$3.67万 减仓
SPY STATE STREET SPDR S&P 500 ETF $27.48万0.05%368 -67-15.4% -$5.00万 减仓
SNA SNAP-ON INC $22.13万0.04%550 -40-6.8% -$1.61万 减仓
ANET ARISTA NETWORKS INC $20.90万0.04%1,230 -65-5.0% -$1.10万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES INC $19.91万0.04%3,110 57022.4% $3.65万 加仓
ASML ASML HOLDING NV $19.89万0.04%100 -200-66.7% -$39.79万 减仓
CSCO CISCO SYSTEMS INC $19.38万0.04%1,650 -1,398-45.9% -$16.42万 减仓
MA MASTERCARD INC $19.21万0.04%374 260228.1% $13.35万 加仓
IVZ INVESCO LTD $19.13万0.04%7,250 -1,425-16.4% -$3.76万 减仓
DVN DEVON ENERGY CORP $19.01万0.04%4,600 4,600— $19.01万 新建仓
NKE NIKE INC $18.47万0.03%4,500 00.0% — 不变
UHS UNIVERSAL HEALTH SERVICES INC $18.21万0.03%1,225 302.5% $4,461 加仓
COF CAPITAL ONE FINANCIAL CORP $18.16万0.03%905 354.0% $7,022 加仓
BIP BROOKFIELD INFRASTRUCTURE PART $17.60万0.03%4,828 00.0% — 不变
ETR ENTERGY CORP $16.08万0.03%1,400 00.0% — 不变
DOW DOW INC $15.94万0.03%5,825 5,825— $15.94万 新建仓
FOXA FOX CORP $15.65万0.03%3,000 -150-4.8% -$7,824 减仓
KR KROGER CO/THE $15.60万0.03%2,810 -190-6.3% -$1.06万 减仓
AEM AGNICO EAGLE MINES LTD $15.04万0.03%970 17021.2% $2.64万 加仓
PAYX PAYCHEX INC $14.41万0.03%1,465 26522.1% $2.61万 加仓
RTX RTX CORP $12.05万0.02%635 00.0% — 不变
CBOE CBOE GLOBAL MARKETS INC $11.19万0.02%461 -60-11.5% -$1.46万 减仓
EFA ISHARES MSCI EAFE ETF $10.60万0.02%1,020 15017.2% $1.56万 加仓
DUK DUKE ENERGY CORP $10.13万0.02%800 00.0% — 不变
CME CME GROUP INC $10.05万0.02%455 5413.5% $1.19万 加仓
MCK MCKESSON CORP $9.37万0.02%124 00.0% — 不变
CVX CHEVRON CORP $8.29万0.02%500 00.0% — 不变
COR CENCORA INC $7.44万0.01%263 -123-31.9% -$3.48万 减仓
SDY STATE STREET SPDR S&P DIVIDEND $7.00万0.01%460 -40-8.0% -$6,087 减仓
ORLY O'REILLY AUTOMOTIVE INC $6.81万0.01%740 34989.3% $3.21万 加仓
ARKX ARK SPACE & DEFENSE INNOVATION $6.65万0.01%1,950 1,950— $6.65万 新建仓
MO ALTRIA GROUP INC $6.29万0.01%874 -565-39.3% -$4.07万 减仓
BAM BROOKFIELD ASSET MANAGEMENT LT $6.27万0.01%1,400 -2-0.1% -$90 减仓
XLV STATE STREET HEALTH CARE SELEC $5.47万0.01%345 103.0% $1,587 加仓
TU TELUS CORP $4.90万0.01%4,639 70017.8% $7,389 加仓
SOBO SOUTH BOW CORP $4.20万0.01%1,195 00.0% — 不变
RSP INVESCO S&P 500 EQUAL WEIGHT E $4.11万0.01%270 -500-64.9% -$7.62万 减仓
RSG REPUBLIC SERVICES INC $3.98万0.01%187 94101.1% $2.00万 加仓
NEM NEWMONT CORP $2.85万0.01%305 00.0% — 不变
RPRX ROYALTY PHARMA PLC $2.81万0.01%502 502— $2.81万 新建仓
ADP AUTOMATIC DATA PROCESSING INC $2.67万0.00%119 4356.6% $9,630 加仓
LIN LINDE PLC $2.59万0.00%50 00.0% — 不变
YUM YUM! BRANDS INC $2.53万0.00%158 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $2.48万0.00%117 117— $2.48万 新建仓
VRSK VERISK ANALYTICS INC $2.48万0.00%138 3534.0% $6,284 加仓
CL COLGATE-PALMOLIVE CO $2.42万0.00%264 00.0% — 不变
GD GENERAL DYNAMICS CORP $2.41万0.00%68 68— $2.41万 新建仓
MSI MOTOROLA SOLUTIONS INC $2.41万0.00%58 00.0% — 不变
CB CHUBB LTD $2.39万0.00%70 70— $2.39万 新建仓
L LOEWS CORP $2.38万0.00%210 210— $2.38万 新建仓
VRSN VERISIGN INC $2.29万0.00%91 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $2.23万0.00%66 1940.4% $6,429 加仓
WM WASTE MANAGEMENT INC $2.21万0.00%99 00.0% — 不变
VICI VICI PROPERTIES INC $2.21万0.00%831 831— $2.21万 新建仓
PAAS PAN AMERICAN SILVER CORP $2.15万0.00%480 280140.0% $1.25万 加仓
GLPI GAMING AND LEISURE PROPERTIES $2.07万0.00%465 00.0% — 不变
PG PROCTER & GAMBLE CO/THE $2.01万0.00%137 00.0% — 不变
AZO AUTOZONE INC $1.92万0.00%6 00.0% — 不变
LMT LOCKHEED MARTIN CORP $1.89万0.00%37 -154-80.6% -$7.85万 减仓
WCN WASTE CONNECTIONS INC $1.75万0.00%105 -135-56.2% -$2.25万 减仓
INTC INTEL CORP $1.38万0.00%115 54.5% $599 加仓
OVV OVINTIV INC $1.35万0.00%257 -90-25.9% -$4,730 减仓
TSLA TESLA INC $1.22万0.00%29 731.8% $2,944 加仓
IAU ISHARES GOLD TRUST $1.06万0.00%140 00.0% — 不变
CCJ CAMECO CORP $1.02万0.00%100 00.0% — 不变
RGLD ROYAL GOLD INC $9,9800.00%50 00.0% — 不变
AMAT APPLIED MATERIALS INC $7,2300.00%10 00.0% — 不变
SOUN SOUNDHOUND AI INC $6,4700.00%1,000 00.0% — 不变
SPCX SPACEX $5,9800.00%35 35— $5,980 新建仓
NVTS NAVITAS SEMICONDUCTOR CORP $5,3760.00%300 00.0% — 不变
— ORGANIGRAM GLOBAL INC $5,0840.00%5,000 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $4,3630.00%80 00.0% — 不变
TEM TEMPUS AI INC $4,0550.00%70 00.0% — 不变
NTLA INTELLIA THERAPEUTICS INC $3,3840.00%200 00.0% — 不变
— WESTERN COPPER & GOLD CORP $3,3570.00%1,500 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $2,9800.00%6 00.0% — 不变
GSSC GOLDMAN SACHS ACTIVEBETA US SM $2,7380.00%30 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS INC $2,4590.00%670 -500-42.7% -$1,835 减仓
OTEX OPEN TEXT CORP $2,4300.00%110 00.0% — 不变
PFE PFIZER INC $2,4080.00%100 -1,600-94.1% -$3.85万 减仓
BNT BROOKFIELD WEALTH SOLUTIONS LT $2,2970.00%54 11.9% $43 加仓
WAT WATERS CORP $2,2500.00%6 -94-94.0% -$3.52万 减仓
BCE BCE INC $1,8700.00%87 00.0% — 不变
MARA MARA HOLDINGS INC $1,5970.00%115 00.0% — 不变
PACB PACIFIC BIOSCIENCES OF CALIFOR $1,5120.00%900 -1,000-52.6% -$1,680 减仓
WAB WESTINGHOUSE AIR BRAKE TECHNOL $1,0780.00%4 00.0% — 不变
GLXY GALAXY DIGITAL INC $9620.00%50 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CORP $4620.00%12 00.0% — 不变