BCV Asset Management Inc.
WINNIPEG A2 · SEC CIK 0002110721
$29.07亿2026Q1 申报市值
120持仓数
33.9%前十大占比 · 第一大 5.2%
51 / 4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
MRVL 加仓+$2,988.45万
HUM 加仓+$2,455.18万
FSV 加仓+$1,857.74万
V 加仓+$1,632.86万
THOMSON REUTERS 加仓+$1,128.33万
2026Q1 卖出最多 按季末市值估算
CNQ 减仓-$3,895.86万
AMAT 减仓-$2,750.76万
ASML 减仓-$2,012.45万
BNS 减仓-$1,901.00万
SU 减仓-$449.52万
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 |
|---|---|---|---|---|---|---|---|---|
| EWY | ISHARES INC | $0 | 0.00% | 0 | -24,425 | -100.0% | -$269.83万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -39,632 | -100.0% | -$245.56万 | 清仓 |
| GREK | GLOBAL X FDS | $0 | 0.00% | 0 | -43,335 | -100.0% | -$161.51万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$147.26万 | 清仓 |
| — | LEXARIA BIOSCIENCE CORP | $7,800 | 0.00% | 10,000 | 10,000 | — | $7,800 | 新建仓 |
| — | GOSSAMER BIO INC | $3.50万 | 0.00% | 106,500 | 106,500 | — | $3.50万 | 新建仓 |
| — | ZENTEK LTD | $3.54万 | 0.00% | 70,600 | 70,600 | — | $3.54万 | 新建仓 |
| — | VILLAGE FARMS INTL INC | $3.79万 | 0.00% | 13,350 | 13,350 | — | $3.79万 | 新建仓 |
| QNC | QUANTUM EMOTION CORP | $3.98万 | 0.00% | 17,450 | 17,450 | — | $3.98万 | 新建仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $7.75万 | 0.00% | 26,365 | 26,365 | — | $7.75万 | 新建仓 |
| DNN | DENISON MINES CORP | $9.57万 | 0.00% | 27,100 | 27,100 | — | $9.57万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $12.80万 | 0.00% | 24,600 | 24,600 | — | $12.80万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.62万 | 0.01% | 1,575 | 1,575 | — | $20.62万 | 新建仓 |
| ORCL | ORACLE CORP | $20.64万 | 0.01% | 1,403 | 1,403 | — | $20.64万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.15万 | 0.01% | 250 | 250 | — | $21.15万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.42万 | 0.01% | 1,053 | 1,053 | — | $21.42万 | 新建仓 |
| NTR | NUTRIEN LTD | $23.68万 | 0.01% | 3,148 | 3,148 | — | $23.68万 | 新建仓 |
| HD | HOME DEPOT INC | $27.44万 | 0.01% | 840 | 840 | — | $27.44万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $28.76万 | 0.01% | 12,945 | 12,945 | — | $28.76万 | 新建仓 |
| BBY | BEST BUY INC | $29.53万 | 0.01% | 4,600 | 4,600 | — | $29.53万 | 新建仓 |
| — | HONEYWELL INTL INC | $31.53万 | 0.01% | 1,395 | 1,395 | — | $31.53万 | 新建仓 |
| — | CINGULATE INC | $31.79万 | 0.01% | 51,200 | 51,200 | — | $31.79万 | 新建仓 |
| EFA | ISHARES TR | $32.75万 | 0.01% | 3,481 | 3,481 | — | $32.75万 | 新建仓 |
| WFC | WELLS FARGO & CO | $33.08万 | 0.01% | 4,155 | 4,155 | — | $33.08万 | 新建仓 |
| SHEL | SHELL PLC | $35.25万 | 0.01% | 3,790 | 3,790 | — | $35.25万 | 新建仓 |
| IHI | ISHARES TR | $37.99万 | 0.01% | 7,223 | 7,223 | — | $37.99万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $39.92万 | 0.01% | 1,633 | 1,633 | — | $39.92万 | 新建仓 |
| EMA | EMERA INC | $40.85万 | 0.01% | 7,908 | 7,908 | — | $40.85万 | 新建仓 |
| AOR | ISHARES TR | $41.43万 | 0.01% | 6,438 | 6,438 | — | $41.43万 | 新建仓 |
| GLD | SPDR GOLD TR | $42.38万 | 0.01% | 985 | 985 | — | $42.38万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $44.09万 | 0.02% | 3,393 | 3,393 | — | $44.09万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $45.13万 | 0.02% | 1,083 | 1,083 | — | $45.13万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $51.54万 | 0.02% | 3,878 | 3,878 | — | $51.54万 | 新建仓 |
| PLAB | PHOTRONICS INC | $54.15万 | 0.02% | 13,400 | 13,400 | — | $54.15万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $61.52万 | 0.02% | 100,769 | 100,769 | — | $61.52万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.45万 | 0.02% | 717 | 717 | — | $71.45万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | 1 | — | $71.81万 | 新建仓 |
| TFII | TRANSFORCE INC | $83.20万 | 0.03% | 7,996 | 7,996 | — | $83.20万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $88.19万 | 0.03% | 2,570 | 2,570 | — | $88.19万 | 新建仓 |
| FDX | FEDEX CORP | $94.74万 | 0.03% | 2,660 | 2,660 | — | $94.74万 | 新建仓 |
| TU | TELUS CORPORATION | $105.54万 | 0.04% | 82,372 | 82,372 | — | $105.54万 | 新建仓 |
| RTX | RTX CORPORATION | $109.87万 | 0.04% | 5,700 | 5,700 | — | $109.87万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $116.28万 | 0.04% | 47,750 | 47,750 | — | $116.28万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $121.68万 | 0.04% | 27,456 | -26,813 | -49.4% | -$118.83万 | 减仓 |
| GOOG | ALPHABET INC | $126.95万 | 0.04% | 4,446 | 4,446 | — | $126.95万 | 新建仓 |
| DHI | D R HORTON INC | $130.70万 | 0.04% | 9,525 | 9,525 | — | $130.70万 | 新建仓 |
| EWW | ISHARES INC | $169.91万 | 0.06% | 23,340 | 23,340 | — | $169.91万 | 新建仓 |
| CSCO | CISCO SYS INC | $172.55万 | 0.06% | 22,240 | -1,799 | -7.5% | -$13.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $190.21万 | 0.07% | 10,955 | 10,955 | — | $190.21万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $194.69万 | 0.07% | 60,718 | 60,718 | — | $194.69万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $205.31万 | 0.07% | 6,982 | 6,982 | — | $205.31万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $220.61万 | 0.08% | 146,881 | -1,000 | -0.7% | -$1.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $253.47万 | 0.09% | 8,380 | 8,380 | — | $253.47万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $299.71万 | 0.10% | 9,426 | 9,426 | — | $299.71万 | 新建仓 |
| VST | VISTRA CORP | $303.61万 | 0.10% | 20,198 | 167 | 0.8% | $2.51万 | 加仓 |
| BCE | BCE INC | $336.13万 | 0.12% | 133,557 | 56,676 | 73.7% | $142.64万 | 加仓 |
| MFC | MANULIFE FINL CORP | $342.48万 | 0.12% | 100,477 | 71,011 | 241.0% | $242.04万 | 加仓 |
| CVS | CVS HEALTH CORP | $415.42万 | 0.14% | 57,845 | 954 | 1.7% | $6.85万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $438.32万 | 0.15% | 10,322 | 12 | 0.1% | $5,096 | 加仓 |
| SOBO | SOUTH BOW CORP | $447.06万 | 0.15% | 133,672 | 133,672 | — | $447.06万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $492.38万 | 0.17% | 36,942 | 3,446 | 10.3% | $45.93万 | 加仓 |
| B | BARRICK MNG CORP | $520.98万 | 0.18% | 127,921 | -5,701 | -4.3% | -$23.22万 | 减仓 |
| TRP | TC ENERGY CORP | $527.97万 | 0.18% | 84,495 | 67,153 | 387.2% | $419.61万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $544.71万 | 0.19% | 205,995 | 3,086 | 1.5% | $8.16万 | 加仓 |
| ENB | ENBRIDGE INC | $566.72万 | 0.19% | 104,838 | 86,887 | 484.0% | $469.69万 | 加仓 |
| MKL | MARKEL GROUP INC | $601.28万 | 0.21% | 3,142 | 66 | 2.1% | $12.63万 | 加仓 |
| FTS | FORTIS INC | $612.09万 | 0.21% | 110,064 | 5,219 | 5.0% | $29.02万 | 加仓 |
| AAPL | APPLE INC | $620.93万 | 0.21% | 24,504 | 24,504 | — | $620.93万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $734.44万 | 0.25% | 78,917 | 78,917 | — | $734.44万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $744.31万 | 0.26% | 1,768 | 13 | 0.7% | $5.47万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $766.64万 | 0.26% | 27,456 | 27,456 | — | $766.64万 | 新建仓 |
| DIS | DISNEY WALT CO | $793.60万 | 0.27% | 82,345 | 575 | 0.7% | $5.54万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $953.36万 | 0.33% | 123,691 | 1,023 | 0.8% | $7.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,005.91万 | 0.35% | 48,621 | 183 | 0.4% | $3.79万 | 加仓 |
| OC | OWENS CORNING NEW | $1,152.29万 | 0.40% | 106,485 | 436 | 0.4% | $4.72万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,407.40万 | 0.48% | 35,500 | 335 | 1.0% | $13.28万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,442.33万 | 0.50% | 71,288 | -4,567 | -6.0% | -$92.40万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,468.02万 | 0.50% | 75,137 | 171 | 0.2% | $3.34万 | 加仓 |
| EME | EMCOR GROUP INC | $1,600.44万 | 0.55% | 21,678 | 162 | 0.8% | $11.96万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,816.15万 | 0.62% | 77,864 | 210 | 0.3% | $4.90万 | 加仓 |
| AMZN | AMAZON COM INC | $1,818.18万 | 0.63% | 87,342 | 15,404 | 21.4% | $320.66万 | 加仓 |
| CRH | CRH PLC | $1,824.55万 | 0.63% | 173,576 | -29,719 | -14.6% | -$312.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,825.24万 | 0.63% | 37,136 | 1,130 | 3.1% | $55.54万 | 加仓 |
| PLD | PROLOGIS INC. | $2,086.65万 | 0.72% | 157,889 | 4,316 | 2.8% | $57.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,495.36万 | 0.86% | 52,078 | -2,657 | -4.9% | -$127.31万 | 减仓 |
| TJX | TJX COS INC NEW | $2,637.37万 | 0.91% | 165,152 | -82 | -0.0% | -$1.31万 | 减仓 |
| AVY | AVERY DENNISON CORP | $3,091.13万 | 1.06% | 179,155 | 3,400 | 1.9% | $58.66万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $3,145.37万 | 1.08% | 306,755 | 12,196 | 4.1% | $125.05万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $3,185.82万 | 1.10% | 483,208 | -68,181 | -12.4% | -$449.52万 | 减仓 |
| DHR | DANAHER CORP DEL | $3,578.25万 | 1.23% | 188,852 | 6,577 | 3.6% | $124.62万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $3,796.05万 | 1.31% | 298,328 | 21,382 | 7.7% | $272.07万 | 加仓 |
| — | THOMSON REUTERS CORP | $3,844.33万 | 1.32% | 427,356 | 125,431 | 41.5% | $1,128.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $4,130.37万 | 1.42% | 208,310 | 4,316 | 2.1% | $85.58万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,201.13万 | 1.45% | 155,355 | -2,308 | -1.5% | -$62.41万 | 减仓 |
| BAC | BANK AMERICA CORP | $4,248.56万 | 1.46% | 871,905 | 75,879 | 9.5% | $369.74万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $4,767.36万 | 1.64% | 690,268 | -275,246 | -28.5% | -$1,901.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,316.04万 | 1.83% | 536,769 | 301,749 | 128.4% | $2,988.45万 | 加仓 |
| ASML | ASML HLDG NV | $5,319.42万 | 1.83% | 40,278 | -15,238 | -27.4% | -$2,012.45万 | 减仓 |
| MGA | MAGNA INTL INC | $5,366.09万 | 1.85% | 964,056 | -6,249 | -0.6% | -$34.78万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $5,492.98万 | 1.89% | 879,984 | 12,214 | 1.4% | $76.24万 | 加仓 |