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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $5,801.92万 | 2.00% | 122,609 | -1,746 | -1.4% | -$82.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,052.67万 | 2.08% | 311,934 | 6,095 | 2.0% | $118.27万 | 加仓 |
| V | VISA INC | $6,178.97万 | 2.13% | 204,487 | 54,038 | 35.9% | $1,632.86万 | 加仓 |
| DE | DEERE & CO | $6,279.48万 | 2.16% | 111,501 | -6,816 | -5.8% | -$383.86万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $6,288.00万 | 2.16% | 677,050 | -13,290 | -1.9% | -$123.43万 | 减仓 |
| UNP | UNION PAC CORP | $6,867.33万 | 2.36% | 283,070 | 2,286 | 0.8% | $55.46万 | 加仓 |
| HUM | HUMANA INC | $6,894.73万 | 2.37% | 397,685 | 141,614 | 55.3% | $2,455.18万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $6,984.29万 | 2.40% | 504,115 | 134,089 | 36.2% | $1,857.74万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $7,105.63万 | 2.44% | 1,592,388 | -21,180 | -1.3% | -$94.51万 | 减仓 |
| ABBV | ABBVIE INC | $7,289.50万 | 2.51% | 335,274 | 630 | 0.2% | $13.70万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $7,292.12万 | 2.51% | 450,464 | 36,418 | 8.8% | $589.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7,352.93万 | 2.53% | 215,189 | -80,503 | -27.2% | -$2,750.76万 | 减仓 |
| LLY | ELI LILLY & CO | $7,626.30万 | 2.62% | 82,923 | 983 | 1.2% | $90.40万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $7,667.12万 | 2.64% | 1,243,518 | 3,339 | 0.3% | $20.59万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $7,681.76万 | 2.64% | 813,623 | -33,790 | -4.0% | -$319.03万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $8,218.85万 | 2.83% | 1,689,724 | -800,954 | -32.2% | -$3,895.86万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $8,296.09万 | 2.85% | 1,494,591 | -7,223 | -0.5% | -$40.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,318.73万 | 2.86% | 224,856 | 2,113 | 0.9% | $78.17万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $8,802.65万 | 3.03% | 1,122,468 | 3,482 | 0.3% | $27.31万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $8,850.70万 | 3.04% | 655,741 | 1,004 | 0.2% | $13.55万 | 加仓 |
| STN | STANTEC INC | $8,867.58万 | 3.05% | 1,029,411 | 43,660 | 4.4% | $376.10万 | 加仓 |
| GOOGL | ALPHABET INC | $1.17亿 | 4.01% | 405,898 | 992 | 0.2% | $28.51万 | 加仓 |
| RY | ROYAL BK CDA | $1.28亿 | 4.40% | 794,717 | -7,615 | -0.9% | -$122.64万 | 减仓 |
| BN | BROOKFIELD CORP | $1.50亿 | 5.17% | 3,722,896 | 33,104 | 0.9% | $133.67万 | 加仓 |