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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATIONAL RAILWAY CO | $2,952.09万 | 5.58% | 287,395 | -2,551 | -0.9% | -$26.20万 | 减仓 |
| SHOP | SHOPIFY INC | $1,463.81万 | 2.77% | 123,616 | 56,746 | 84.9% | $671.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,284.44万 | 2.43% | 42,820 | 9,573 | 28.8% | $287.15万 | 加仓 |
| GOOG | ALPHABET INC | $1,223.23万 | 2.31% | 51,083 | 1,400 | 2.8% | $33.52万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,204.52万 | 2.28% | 18,440 | 560 | 3.1% | $36.58万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,121.07万 | 2.12% | 85,578 | -6,192 | -6.7% | -$81.11万 | 减仓 |
| TSM | TSMC | $1,097.99万 | 2.08% | 37,609 | -2,760 | -6.8% | -$80.58万 | 减仓 |
| BN | BROOKFIELD CORP | $1,071.44万 | 2.03% | 264,944 | 97,796 | 58.5% | $395.49万 | 加仓 |
| TECK | TECK RESOURCES LTD | $909.59万 | 1.72% | 175,850 | 16,388 | 10.3% | $84.77万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $864.50万 | 1.63% | 155,548 | 9,552 | 6.5% | $53.09万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $861.74万 | 1.63% | 95,189 | 4,132 | 4.5% | $37.41万 | 加仓 |
| OR | OR ROYALTIES INC | $842.76万 | 1.59% | 221,772 | 2,501 | 1.1% | $9.50万 | 加仓 |
| AMZN | AMAZON.COM INC | $832.23万 | 1.57% | 49,421 | 6,120 | 14.1% | $103.06万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $828.59万 | 1.57% | 13,866 | 629 | 4.8% | $37.59万 | 加仓 |
| CIGI | COLLIERS INTERNATIONAL GROUP I | $809.67万 | 1.53% | 75,882 | 24,110 | 46.6% | $257.26万 | 加仓 |
| CRM | SALESFORCE INC | $799.31万 | 1.51% | 54,137 | 14,939 | 38.1% | $220.57万 | 加仓 |
| AVGO | BROADCOM INC | $762.07万 | 1.44% | 29,346 | 6,295 | 27.3% | $163.47万 | 加仓 |
| TMUS | T-MOBILE US INC | $742.14万 | 1.40% | 44,318 | 2,395 | 5.7% | $40.11万 | 加仓 |
| FNV | FRANCO-NEVADA CORP | $737.19万 | 1.39% | 29,832 | 29,832 | — | $737.19万 | 新建仓 |
| META | META PLATFORMS INC | $678.08万 | 1.28% | 14,892 | 1,337 | 9.9% | $60.88万 | 加仓 |
| STN | STANTEC INC | $677.85万 | 1.28% | 78,568 | 36,563 | 87.0% | $315.45万 | 加仓 |
| SSRM | SSR MINING INC | $660.72万 | 1.25% | 225,400 | 17,600 | 8.5% | $51.59万 | 加仓 |
| — | THOMSON REUTERS CORP | $656.06万 | 1.24% | 72,832 | 59,112 | 430.8% | $532.47万 | 加仓 |
| CNQ | CANADIAN NATURAL RESOURCES LTD | $647.44万 | 1.22% | 132,989 | 152 | 0.1% | $7,400 | 加仓 |
| BGSI | BOYD GROUP INC | $641.66万 | 1.21% | 51,234 | 4,778 | 10.3% | $59.84万 | 加仓 |
| UUUU | ENERGY FUELS INC/CANADA | $621.32万 | 1.17% | 339,500 | 35,300 | 11.6% | $64.60万 | 加仓 |
| BNS | BANK OF NOVA SCOTIA/THE | $619.54万 | 1.17% | 89,518 | 12,283 | 15.9% | $85.01万 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $600.41万 | 1.14% | 672,764 | 26,531 | 4.1% | $23.68万 | 加仓 |
| KGC | KINROSS GOLD CORP | $598.33万 | 1.13% | 196,100 | 24,400 | 14.2% | $74.45万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $598.15万 | 1.13% | 279,600 | 279,600 | — | $598.15万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $597.48万 | 1.13% | 285,900 | 22,000 | 8.3% | $45.98万 | 加仓 |
| IAG | IAMGOLD CORP | $597.37万 | 1.13% | 318,300 | 9,900 | 3.2% | $18.58万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $596.43万 | 1.13% | 225,180 | 44,592 | 24.7% | $118.11万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $578.51万 | 1.09% | 129,498 | -97,840 | -43.0% | -$437.08万 | 减仓 |
| GIB | CGI INC | $575.02万 | 1.09% | 78,812 | 16,988 | 27.5% | $123.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $574.51万 | 1.09% | 8 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $573.59万 | 1.08% | 46,164 | -650 | -1.4% | -$8.08万 | 减仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC/TH | $569.75万 | 1.08% | 79,704 | 7,841 | 10.9% | $56.05万 | 加仓 |
| CDE | COEUR MINING INC | $548.99万 | 1.04% | 292,481 | 292,481 | — | $548.99万 | 新建仓 |
| NTR | NUTRIEN LTD | $542.86万 | 1.03% | 72,059 | -12,134 | -14.4% | -$91.41万 | 减仓 |
| SU | SUNCOR ENERGY INC | $542.73万 | 1.03% | 82,220 | -14,359 | -14.9% | -$94.78万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $541.78万 | 1.02% | 375,900 | 30,300 | 8.8% | $43.67万 | 加仓 |
| CSGP | COSTAR GROUP INC | $538.72万 | 1.02% | 175,086 | 84,764 | 93.8% | $260.81万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $520.24万 | 0.98% | 83,707 | 7,430 | 9.7% | $46.18万 | 加仓 |
| URI | UNITED RENTALS INC | $514.46万 | 0.97% | 8,706 | 1,595 | 22.4% | $94.25万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC | $508.63万 | 0.96% | 22,466 | 3,773 | 20.2% | $85.42万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $487.07万 | 0.92% | 126,901 | -134,932 | -51.5% | -$517.89万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $481.12万 | 0.91% | 59,288 | 20,725 | 53.7% | $168.18万 | 加仓 |
| DIS | WALT DISNEY CO/THE | $461.55万 | 0.87% | 59,204 | 7,265 | 14.0% | $56.64万 | 加仓 |
| COP | CONOCOPHILLIPS | $454.80万 | 0.86% | 44,113 | -6,030 | -12.0% | -$62.17万 | 减仓 |
| QSR | RESTAURANT BRANDS INTERNATIONA | $443.54万 | 0.84% | 60,059 | -18,038 | -23.1% | -$133.21万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $441.14万 | 0.83% | 21,016 | -11,896 | -36.1% | -$249.71万 | 减仓 |
| TD | TORONTO-DOMINION BANK/THE | $440.44万 | 0.83% | 47,254 | -1,165 | -2.4% | -$10.86万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $437.67万 | 0.83% | 41,937 | -5,675 | -11.9% | -$59.23万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $433.30万 | 0.82% | 46,369 | 10,495 | 29.3% | $98.07万 | 加仓 |
| RY | ROYAL BANK OF CANADA | $423.12万 | 0.80% | 26,227 | -1,788 | -6.4% | -$28.85万 | 减仓 |
| FSV | FIRSTSERVICE CORP | $421.87万 | 0.80% | 30,387 | 5,747 | 23.3% | $79.79万 | 加仓 |
| KKR | KKR & CO INC | $411.34万 | 0.78% | 56,845 | 25,270 | 80.0% | $182.86万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $403.66万 | 0.76% | 74,682 | 3,446 | 4.8% | $18.63万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $396.65万 | 0.75% | 84,087 | 76,220 | 968.9% | $359.54万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $391.02万 | 0.74% | 78,029 | -15,689 | -16.7% | -$78.62万 | 减仓 |
| DLTR | DOLLAR TREE INC | $367.72万 | 0.70% | 41,631 | 2,540 | 6.5% | $22.44万 | 加仓 |
| UNP | UNION PACIFIC CORP | $361.31万 | 0.68% | 18,022 | -990 | -5.2% | -$19.85万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP/T | $347.18万 | 0.66% | 38,497 | 1,670 | 4.5% | $15.06万 | 加仓 |
| NFLX | NETFLIX INC | $341.33万 | 0.65% | 43,101 | 31,175 | 261.4% | $246.89万 | 加仓 |
| — | MARSH & MCLENNAN COS INC | $335.90万 | 0.64% | 25,445 | 25,445 | — | $335.90万 | 新建仓 |
| SAP | SAP SE | $302.70万 | 0.57% | 17,680 | 9,200 | 108.5% | $157.51万 | 加仓 |
| TTEK | TETRA TECH INC | $301.56万 | 0.57% | 119,970 | 119,970 | — | $301.56万 | 新建仓 |
| CBRE | CBRE GROUP INC | $300.32万 | 0.57% | 26,241 | 4,900 | 23.0% | $56.08万 | 加仓 |
| V | VISA INC | $296.29万 | 0.56% | 12,724 | 2,348 | 22.6% | $54.68万 | 加仓 |
| DHR | DANAHER CORP | $289.39万 | 0.55% | 19,094 | 1,030 | 5.7% | $15.61万 | 加仓 |
| ALLE | ALLEGION PLC | $287.80万 | 0.54% | 24,139 | 4,520 | 23.0% | $53.89万 | 加仓 |
| MCD | MCDONALD'S CORP | $280.22万 | 0.53% | 10,569 | 220 | 2.1% | $5.83万 | 加仓 |
| DG | DOLLAR GENERAL CORP | $272.55万 | 0.52% | 30,014 | -2,725 | -8.3% | -$24.75万 | 减仓 |
| — | GREENFIRE RESOURCES LTD | $261.27万 | 0.49% | 411,980 | -185,364 | -31.0% | -$117.56万 | 减仓 |
| ENTG | ENTEGRIS INC | $253.94万 | 0.48% | 28,329 | -10,190 | -26.5% | -$91.34万 | 减仓 |
| ATS | ATS CORP | $238.69万 | 0.45% | 84,855 | -122,275 | -59.0% | -$343.96万 | 减仓 |
| MTA | METALLA ROYALTY & STREAMING LT | $231.37万 | 0.44% | 360,342 | 360,342 | — | $231.37万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $222.30万 | 0.42% | 5,455 | -189 | -3.3% | -$7.70万 | 减仓 |
| ELE | ELEMENTAL ROYALTY CORP | $220.54万 | 0.42% | 117,375 | 117,375 | — | $220.54万 | 新建仓 |
| COST | COSTCO WHOLESALE CORP | $219.21万 | 0.41% | 2,200 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $211.28万 | 0.40% | 17,000 | -45 | -0.3% | -$5,593 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $204.77万 | 0.39% | 32,587 | 32,587 | — | $204.77万 | 新建仓 |
| ACN | ACCENTURE PLC | $195.44万 | 0.37% | 12,456 | -2,740 | -18.0% | -$42.99万 | 减仓 |
| WFC | WELLS FARGO & CO | $192.56万 | 0.36% | 31,843 | 1,060 | 3.4% | $6.41万 | 加仓 |
| GOOGL | ALPHABET INC | $182.03万 | 0.34% | 6,330 | 830 | 15.1% | $23.87万 | 加仓 |
| TJX | TJX COS INC/THE | $170.03万 | 0.32% | 10,647 | -41 | -0.4% | -$6,548 | 减仓 |
| — | DOCEBO INC | $165.41万 | 0.31% | 94,572 | -7,100 | -7.0% | -$12.42万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $163.61万 | 0.31% | 20,833 | -17,057 | -45.0% | -$133.96万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $157.93万 | 0.30% | 46,713 | -27,545 | -37.1% | -$93.13万 | 减仓 |
| SHEL | SHELL PLC | $134.76万 | 0.25% | 14,490 | -400 | -2.7% | -$3.72万 | 减仓 |
| HD | HOME DEPOT INC/THE | $131.56万 | 0.25% | 4,000 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE | $127.35万 | 0.24% | 19,007 | 791 | 4.3% | $5.30万 | 加仓 |
| ROST | ROSS STORES INC | $122.00万 | 0.23% | 6,092 | -16,175 | -72.6% | -$323.92万 | 减仓 |
| BMO | BANK OF MONTREAL | $113.55万 | 0.21% | 8,400 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC/CANADA | $106.09万 | 0.20% | 19,054 | -26,073 | -57.8% | -$145.17万 | 减仓 |
| RIO | RIO TINTO PLC | $103.37万 | 0.20% | 11,080 | 1,400 | 14.5% | $13.06万 | 加仓 |
| ENB | ENBRIDGE INC | $97.15万 | 0.18% | 17,958 | -350 | -1.9% | -$1.89万 | 减仓 |
| BHP | BHP GROUP LTD | $92.23万 | 0.17% | 12,680 | 1,600 | 14.4% | $11.64万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP | $88.30万 | 0.17% | 52,032 | 6,400 | 14.0% | $10.86万 | 加仓 |