DKRT Investments Corp.
Toronto A6 · SEC CIK 0002080627
$3.95亿2026Q1 申报市值
48持仓数
76.6%前十大占比 · 第一大 22.9%
4 / 2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
BSX 新建仓+$2,729.62万
THOMSON REUTERS 加仓+$1,754.65万
A 加仓+$1,481.74万
ELV 加仓+$731.88万
TMO 重新持有+$575.09万
2026Q1 卖出最多 按季末市值估算
CNI 减仓-$604.29万
UNP 减仓-$601.70万
CP 清仓-$530.14万
VRTX 清仓-$453.36万
DIS 减仓-$96.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -72,000 | -100.0% | -$530.14万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$453.36万 | 清仓 |
| OGN | ORGANON & CO | $7,488 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $5.35万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5.86万 | 0.01% | 4,341 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $11.86万 | 0.03% | 1,666 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $16.15万 | 0.04% | 6,400 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $17.81万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $35.67万 | 0.09% | 30,000 | 10,000 | 50.0% | $11.89万 | 加仓 |
| NU | NU HLDGS LTD | $35.92万 | 0.09% | 25,000 | 25,000 | — | $35.92万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $40.81万 | 0.10% | 6,250 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $45.83万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $82.88万 | 0.21% | 25,000 | 25,000 | — | $82.88万 | 新建仓 |
| PFE | PFIZER INC | $98.28万 | 0.25% | 35,000 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $101.28万 | 0.26% | 25,000 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN POWER & UTILITIES | $107.45万 | 0.27% | 175,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $109.11万 | 0.28% | 1,250 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $124.28万 | 0.31% | 10,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $141.88万 | 0.36% | 5,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $153.10万 | 0.39% | 13,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $169.66万 | 0.43% | 10,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $192.76万 | 0.49% | 20,000 | -10,000 | -33.3% | -$96.38万 | 减仓 |
| NVO | NOVO-NORDISK A S | $220.50万 | 0.56% | 60,000 | 35,000 | 140.0% | $128.62万 | 加仓 |
| SHAK | SHAKE SHACK INC | $221.18万 | 0.56% | 25,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $245.95万 | 0.62% | 25,000 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $256.60万 | 0.65% | 200,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $290.51万 | 0.74% | 55,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $303.00万 | 0.77% | 25,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $323.56万 | 0.82% | 20,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $339.57万 | 0.86% | 45,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $363.07万 | 0.92% | 25,000 | 15,000 | 150.0% | $217.84万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $388.14万 | 0.98% | 56,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $390.94万 | 0.99% | 32,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B | $479.20万 | 1.21% | 10,000 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $553.30万 | 1.40% | 50,000 | 50,000 | — | $553.30万 | 新建仓 |
| UNP | UNION PAC CORP | $599.27万 | 1.52% | 24,700 | -24,800 | -50.1% | -$601.70万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $603.26万 | 1.53% | 58,700 | -58,800 | -50.0% | -$604.29万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $699.83万 | 1.77% | 75,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $728.95万 | 1.85% | 35,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $746.36万 | 1.89% | 37,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $835.90万 | 2.12% | 105,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $1,062.69万 | 2.69% | 15,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,064.43万 | 5.23% | 42,000 | 11,700 | 38.6% | $575.09万 | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $2,279.60万 | 5.78% | 200,000 | 130,000 | 185.7% | $1,481.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,537.97万 | 6.43% | 30,000 | 5,000 | 20.0% | $423.00万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,729.62万 | 6.92% | 435,000 | 435,000 | — | $2,729.62万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,781.12万 | 7.05% | 95,000 | 25,000 | 35.7% | $731.88万 | 加仓 |
| FDX | FEDEX CORP | $3,205.62万 | 8.12% | 90,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $3,677.00万 | 9.32% | 125,000 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $9,032.65万 | 22.89% | 1,003,851 | 195,004 | 24.1% | $1,754.65万 | 加仓 |