DKRT Investments Corp.
Toronto A6 · SEC CIK 0002080627
$4.09亿2026Q2 申报市值
50持仓数
71.5%前十大占比 · 第一大 19.7%
5 / 3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
BSX 加仓+$1,472.46万
SYK 新建仓+$1,312.88万
ALC 新建仓+$1,264.84万
ALLE 新建仓+$1,025.58万
FDXF 新建仓+$679.50万
2026Q2 卖出最多 按季末市值估算
ELV 清仓-$2,781.12万
CNI 清仓-$603.26万
ICLR 清仓-$553.30万
CAT 减仓-$532.45万
GS 减仓-$505.69万
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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -95,000 | -100.0% | -$2,781.12万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -58,700 | -100.0% | -$603.26万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$553.30万 | 清仓 |
| OGN | ORGANON & CO | $1.69万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $5.77万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $6.89万 | 0.02% | 4,341 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $10.66万 | 0.03% | 1,666 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $13.77万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $15.79万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $33.40万 | 0.08% | 25,000 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $34.44万 | 0.08% | 30,000 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $48.22万 | 0.12% | 6,250 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $54.02万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $79.17万 | 0.19% | 25,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $84.28万 | 0.21% | 35,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $85.43万 | 0.21% | 5,000 | 5,000 | — | $85.43万 | 新建仓 |
| TPG | TPG INC | $101.38万 | 0.25% | 25,000 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN POWER & UTILITIES | $102.55万 | 0.25% | 175,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $113.26万 | 0.28% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $136.72万 | 0.33% | 10,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $146.86万 | 0.36% | 1,250 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $186.87万 | 0.46% | 5,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $188.95万 | 0.46% | 13,500 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $192.50万 | 0.47% | 20,000 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $196.07万 | 0.48% | 35,000 | 10,000 | 40.0% | $56.02万 | 加仓 |
| TU | TELUS CORPORATION | $211.40万 | 0.52% | 200,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $225.78万 | 0.55% | 55,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $283.27万 | 0.69% | 45,000 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $287.64万 | 0.70% | 60,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $326.52万 | 0.80% | 25,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $404.77万 | 0.99% | 25,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $413.94万 | 1.01% | 20,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $417.62万 | 1.02% | 32,500 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $483.75万 | 1.18% | 45,000 | 20,000 | 80.0% | $215.00万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $486.30万 | 1.19% | 56,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $500.39万 | 1.22% | 10,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $671.84万 | 1.64% | 24,700 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $679.50万 | 1.66% | 45,000 | 45,000 | — | $679.50万 | 新建仓 |
| BA | BOEING CO | $811.76万 | 1.98% | 37,500 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $834.19万 | 2.04% | 35,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $867.72万 | 2.12% | 105,000 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $910.73万 | 2.23% | 75,000 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $1,025.58万 | 2.51% | 73,000 | 73,000 | — | $1,025.58万 | 新建仓 |
| CAT | CATERPILLAR INC | $1,064.90万 | 2.60% | 10,000 | -5,000 | -33.3% | -$532.45万 | 减仓 |
| ALC | ALCON AG | $1,264.84万 | 3.09% | 188,500 | 188,500 | — | $1,264.84万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,312.88万 | 3.21% | 41,700 | 41,700 | — | $1,312.88万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,105.71万 | 5.15% | 42,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2,528.43万 | 6.18% | 25,000 | -5,000 | -16.7% | -$505.69万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,656.60万 | 6.49% | 200,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2,818.17万 | 6.89% | 90,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,329.04万 | 8.13% | 780,000 | 345,000 | 79.3% | $1,472.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,091.62万 | 10.00% | 125,000 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $8,071.85万 | 19.72% | 988,349 | -15,502 | -1.5% | -$126.60万 | 减仓 |