LM Asset Management Inc.
VANCOUVER A1 · SEC CIK 0002057190
$1.61亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 21.4%
0 / 0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
VET 加仓+$498.12万
GPK 加仓+$447.11万
GTE 加仓+$200.00万
CMTG 加仓+$104.81万
2026Q2 卖出最多 按季末市值估算
TSAT 减仓-$588.70万
LUMN 减仓-$579.84万
GT 减仓-$389.40万
ASTL 减仓-$303.35万
BDN 减仓-$117.61万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VET | VERMILION ENERGY INC | $3,446.84万 | 21.37% | 3,691,000 | 533,400 | 16.9% | $498.12万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $3,227.14万 | 20.01% | 4,202,000 | -755,000 | -15.2% | -$579.84万 | 减仓 |
| GTE | GRAN TIERRA ENERGY INC | $2,728.39万 | 16.91% | 4,365,420 | 320,000 | 7.9% | $200.00万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看涨期权 | $1,681.92万 | 10.43% | 2,190,000 | -1,620,000 | -42.5% | -$1,244.16万 | 减仓 |
| TSAT | TELESAT CORP | $1,348.25万 | 8.36% | 266,350 | -116,300 | -30.4% | -$588.70万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $1,067.97万 | 6.62% | 3,369,000 | -371,000 | -9.9% | -$117.61万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $957.00万 | 5.93% | 1,450,000 | -590,000 | -28.9% | -$389.40万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $827.63万 | 5.13% | 783,000 | 423,000 | 117.5% | $447.11万 | 加仓 |
| CMTG | CLAROS MTG TR INC | $433.81万 | 2.69% | 1,846,000 | 446,000 | 31.9% | $104.81万 | 加仓 |
| ASTL | ALGOMA STL GROUP INC | $411.48万 | 2.55% | 1,016,000 | -749,000 | -42.4% | -$303.35万 | 减仓 |