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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $1.50亿 | 5.17% | 3,722,896 | 33,104 | 0.9% | $133.67万 | 加仓 |
| RY | ROYAL BK CDA | $1.28亿 | 4.40% | 794,717 | -7,615 | -0.9% | -$122.64万 | 减仓 |
| GOOGL | ALPHABET INC | $1.17亿 | 4.01% | 405,898 | 992 | 0.2% | $28.51万 | 加仓 |
| STN | STANTEC INC | $8,867.58万 | 3.05% | 1,029,411 | 43,660 | 4.4% | $376.10万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $8,850.70万 | 3.04% | 655,741 | 1,004 | 0.2% | $13.55万 | 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 |
| MSFT | MICROSOFT CORP | $8,318.73万 | 2.86% | 224,856 | 2,113 | 0.9% | $78.17万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $8,296.09万 | 2.85% | 1,494,591 | -7,223 | -0.5% | -$40.09万 | 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 |
| CM | CANADIAN IMPERIAL BANK OF CO | $7,681.76万 | 2.64% | 813,623 | -33,790 | -4.0% | -$319.03万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $7,667.12万 | 2.64% | 1,243,518 | 3,339 | 0.3% | $20.59万 | 加仓 |
| LLY | ELI LILLY & CO | $7,626.30万 | 2.62% | 82,923 | 983 | 1.2% | $90.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7,352.93万 | 2.53% | 215,189 | -80,503 | -27.2% | -$2,750.76万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $7,292.12万 | 2.51% | 450,464 | 36,418 | 8.8% | $589.54万 | 加仓 |
| ABBV | ABBVIE INC | $7,289.50万 | 2.51% | 335,274 | 630 | 0.2% | $13.70万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $7,105.63万 | 2.44% | 1,592,388 | -21,180 | -1.3% | -$94.51万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $6,984.29万 | 2.40% | 504,115 | 134,089 | 36.2% | $1,857.74万 | 加仓 |
| HUM | HUMANA INC | $6,894.73万 | 2.37% | 397,685 | 141,614 | 55.3% | $2,455.18万 | 加仓 |
| UNP | UNION PAC CORP | $6,867.33万 | 2.36% | 283,070 | 2,286 | 0.8% | $55.46万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $6,288.00万 | 2.16% | 677,050 | -13,290 | -1.9% | -$123.43万 | 减仓 |
| DE | DEERE & CO | $6,279.48万 | 2.16% | 111,501 | -6,816 | -5.8% | -$383.86万 | 减仓 |
| V | VISA INC | $6,178.97万 | 2.13% | 204,487 | 54,038 | 35.9% | $1,632.86万 | 加仓 |
| TXN | TEXAS INSTRS INC | $6,052.67万 | 2.08% | 311,934 | 6,095 | 2.0% | $118.27万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5,801.92万 | 2.00% | 122,609 | -1,746 | -1.4% | -$82.62万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $5,492.98万 | 1.89% | 879,984 | 12,214 | 1.4% | $76.24万 | 加仓 |
| MGA | MAGNA INTL INC | $5,366.09万 | 1.85% | 964,056 | -6,249 | -0.6% | -$34.78万 | 减仓 |
| ASML | ASML HLDG NV | $5,319.42万 | 1.83% | 40,278 | -15,238 | -27.4% | -$2,012.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,316.04万 | 1.83% | 536,769 | 301,749 | 128.4% | $2,988.45万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $4,767.36万 | 1.64% | 690,268 | -275,246 | -28.5% | -$1,901.00万 | 减仓 |
| BAC | BANK AMERICA CORP | $4,248.56万 | 1.46% | 871,905 | 75,879 | 9.5% | $369.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,201.13万 | 1.45% | 155,355 | -2,308 | -1.5% | -$62.41万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $4,130.37万 | 1.42% | 208,310 | 4,316 | 2.1% | $85.58万 | 加仓 |
| — | THOMSON REUTERS CORP | $3,844.33万 | 1.32% | 427,356 | 125,431 | 41.5% | $1,128.33万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $3,796.05万 | 1.31% | 298,328 | 21,382 | 7.7% | $272.07万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,578.25万 | 1.23% | 188,852 | 6,577 | 3.6% | $124.62万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $3,185.82万 | 1.10% | 483,208 | -68,181 | -12.4% | -$449.52万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $3,145.37万 | 1.08% | 306,755 | 12,196 | 4.1% | $125.05万 | 加仓 |
| AVY | AVERY DENNISON CORP | $3,091.13万 | 1.06% | 179,155 | 3,400 | 1.9% | $58.66万 | 加仓 |
| TJX | TJX COS INC NEW | $2,637.37万 | 0.91% | 165,152 | -82 | -0.0% | -$1.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,495.36万 | 0.86% | 52,078 | -2,657 | -4.9% | -$127.31万 | 减仓 |
| PLD | PROLOGIS INC. | $2,086.65万 | 0.72% | 157,889 | 4,316 | 2.8% | $57.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,825.24万 | 0.63% | 37,136 | 1,130 | 3.1% | $55.54万 | 加仓 |
| CRH | CRH PLC | $1,824.55万 | 0.63% | 173,576 | -29,719 | -14.6% | -$312.39万 | 减仓 |
| AMZN | AMAZON COM INC | $1,818.18万 | 0.63% | 87,342 | 15,404 | 21.4% | $320.66万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,816.15万 | 0.62% | 77,864 | 210 | 0.3% | $4.90万 | 加仓 |
| EME | EMCOR GROUP INC | $1,600.44万 | 0.55% | 21,678 | 162 | 0.8% | $11.96万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,468.02万 | 0.50% | 75,137 | 171 | 0.2% | $3.34万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,442.33万 | 0.50% | 71,288 | -4,567 | -6.0% | -$92.40万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,407.40万 | 0.48% | 35,500 | 335 | 1.0% | $13.28万 | 加仓 |
| OC | OWENS CORNING NEW | $1,152.29万 | 0.40% | 106,485 | 436 | 0.4% | $4.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,005.91万 | 0.35% | 48,621 | 183 | 0.4% | $3.79万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $953.36万 | 0.33% | 123,691 | 1,023 | 0.8% | $7.88万 | 加仓 |
| DIS | DISNEY WALT CO | $793.60万 | 0.27% | 82,345 | 575 | 0.7% | $5.54万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $766.64万 | 0.26% | 27,456 | 27,456 | — | $766.64万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $744.31万 | 0.26% | 1,768 | 13 | 0.7% | $5.47万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $734.44万 | 0.25% | 78,917 | 78,917 | — | $734.44万 | 新建仓 |
| AAPL | APPLE INC | $620.93万 | 0.21% | 24,504 | 24,504 | — | $620.93万 | 新建仓 |
| FTS | FORTIS INC | $612.09万 | 0.21% | 110,064 | 5,219 | 5.0% | $29.02万 | 加仓 |
| MKL | MARKEL GROUP INC | $601.28万 | 0.21% | 3,142 | 66 | 2.1% | $12.63万 | 加仓 |
| ENB | ENBRIDGE INC | $566.72万 | 0.19% | 104,838 | 86,887 | 484.0% | $469.69万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $544.71万 | 0.19% | 205,995 | 3,086 | 1.5% | $8.16万 | 加仓 |
| TRP | TC ENERGY CORP | $527.97万 | 0.18% | 84,495 | 67,153 | 387.2% | $419.61万 | 加仓 |
| B | BARRICK MNG CORP | $520.98万 | 0.18% | 127,921 | -5,701 | -4.3% | -$23.22万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $492.38万 | 0.17% | 36,942 | 3,446 | 10.3% | $45.93万 | 加仓 |
| SOBO | SOUTH BOW CORP | $447.06万 | 0.15% | 133,672 | 133,672 | — | $447.06万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $438.32万 | 0.15% | 10,322 | 12 | 0.1% | $5,096 | 加仓 |
| CVS | CVS HEALTH CORP | $415.42万 | 0.14% | 57,845 | 954 | 1.7% | $6.85万 | 加仓 |
| MFC | MANULIFE FINL CORP | $342.48万 | 0.12% | 100,477 | 71,011 | 241.0% | $242.04万 | 加仓 |
| BCE | BCE INC | $336.13万 | 0.12% | 133,557 | 56,676 | 73.7% | $142.64万 | 加仓 |
| VST | VISTRA CORP | $303.61万 | 0.10% | 20,198 | 167 | 0.8% | $2.51万 | 加仓 |
| ADI | ANALOG DEVICES INC | $299.71万 | 0.10% | 9,426 | 9,426 | — | $299.71万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $253.47万 | 0.09% | 8,380 | 8,380 | — | $253.47万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $220.61万 | 0.08% | 146,881 | -1,000 | -0.7% | -$1.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $205.31万 | 0.07% | 6,982 | 6,982 | — | $205.31万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $194.69万 | 0.07% | 60,718 | 60,718 | — | $194.69万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $190.21万 | 0.07% | 10,955 | 10,955 | — | $190.21万 | 新建仓 |
| CSCO | CISCO SYS INC | $172.55万 | 0.06% | 22,240 | -1,799 | -7.5% | -$13.96万 | 减仓 |
| EWW | ISHARES INC | $169.91万 | 0.06% | 23,340 | 23,340 | — | $169.91万 | 新建仓 |
| DHI | D R HORTON INC | $130.70万 | 0.04% | 9,525 | 9,525 | — | $130.70万 | 新建仓 |
| GOOG | ALPHABET INC | $126.95万 | 0.04% | 4,446 | 4,446 | — | $126.95万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $121.68万 | 0.04% | 27,456 | -26,813 | -49.4% | -$118.83万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $116.28万 | 0.04% | 47,750 | 47,750 | — | $116.28万 | 新建仓 |
| RTX | RTX CORPORATION | $109.87万 | 0.04% | 5,700 | 5,700 | — | $109.87万 | 新建仓 |
| TU | TELUS CORPORATION | $105.54万 | 0.04% | 82,372 | 82,372 | — | $105.54万 | 新建仓 |
| FDX | FEDEX CORP | $94.74万 | 0.03% | 2,660 | 2,660 | — | $94.74万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $88.19万 | 0.03% | 2,570 | 2,570 | — | $88.19万 | 新建仓 |
| TFII | TRANSFORCE INC | $83.20万 | 0.03% | 7,996 | 7,996 | — | $83.20万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.02% | 1 | 1 | — | $71.81万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.45万 | 0.02% | 717 | 717 | — | $71.45万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $61.52万 | 0.02% | 100,769 | 100,769 | — | $61.52万 | 新建仓 |
| PLAB | PHOTRONICS INC | $54.15万 | 0.02% | 13,400 | 13,400 | — | $54.15万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $51.54万 | 0.02% | 3,878 | 3,878 | — | $51.54万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $45.13万 | 0.02% | 1,083 | 1,083 | — | $45.13万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $44.09万 | 0.02% | 3,393 | 3,393 | — | $44.09万 | 新建仓 |
| GLD | SPDR GOLD TR | $42.38万 | 0.01% | 985 | 985 | — | $42.38万 | 新建仓 |
| AOR | ISHARES TR | $41.43万 | 0.01% | 6,438 | 6,438 | — | $41.43万 | 新建仓 |
| EMA | EMERA INC | $40.85万 | 0.01% | 7,908 | 7,908 | — | $40.85万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $39.92万 | 0.01% | 1,633 | 1,633 | — | $39.92万 | 新建仓 |
| IHI | ISHARES TR | $37.99万 | 0.01% | 7,223 | 7,223 | — | $37.99万 | 新建仓 |
| SHEL | SHELL PLC | $35.25万 | 0.01% | 3,790 | 3,790 | — | $35.25万 | 新建仓 |