Delaney Capital Management Ltd.
TORONTO A6 · SEC CIK 0002140766
$6.32亿2026Q2 申报市值
53持仓数
71.8%前十大占比 · 第一大 10.8%
2 / 2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
FDXF 新建仓+$437.79万
JPM 加仓+$122.19万
CRM 新建仓+$68.49万
DIS 加仓+$26.96万
GIB 加仓+$21.55万
2026Q2 卖出最多 按季末市值估算
BCE 减仓-$1,341.56万
TD 减仓-$503.05万
BMO 减仓-$446.90万
GOOGL 减仓-$341.57万
CRL 减仓-$174.13万
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 |
|---|---|---|---|---|---|---|---|---|
| TRI | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,450 | -100.0% | -$22.07万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -19,000 | -100.0% | -$22.00万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $21.77万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $21.97万 | 0.03% | 8,800 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $22.10万 | 0.03% | 1,160 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.98万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $28.52万 | 0.05% | 168 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $29.13万 | 0.05% | 27,600 | -1,130 | -3.9% | -$1.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.25万 | 0.05% | 3,495 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $34.12万 | 0.05% | 8,012 | -1,355 | -14.5% | -$5.77万 | 减仓 |
| BCE | BCE INC | $40.42万 | 0.06% | 18,800 | -624,010 | -97.1% | -$1,341.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $40.44万 | 0.06% | 1,084 | -21 | -1.9% | -$7,833 | 减仓 |
| SLSR | SOLARIS RES INC | $41.05万 | 0.06% | 48,900 | -5,100 | -9.4% | -$4.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.79万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $58.76万 | 0.09% | 12,725 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $65.53万 | 0.10% | 2,255 | 200 | 9.7% | $5.81万 | 加仓 |
| CRM | SALESFORCE INC | $68.49万 | 0.11% | 4,372 | 4,372 | — | $68.49万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $76.79万 | 0.12% | 117,200 | -2,200 | -1.8% | -$1.44万 | 减仓 |
| DNOW | DNOW INC | $76.81万 | 0.12% | 59,221 | 4,606 | 8.4% | $5.97万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $89.14万 | 0.14% | 17,323 | 2,139 | 14.1% | $11.01万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $98.31万 | 0.16% | 4,335 | -7,678 | -63.9% | -$174.13万 | 减仓 |
| AAPL | APPLE INC | $102.29万 | 0.16% | 3,535 | -100 | -2.8% | -$2.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.97万 | 0.17% | 3,804 | 81 | 2.2% | $2.28万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $117.74万 | 0.19% | 39,012 | 42 | 0.1% | $1,268 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $125.45万 | 0.20% | 27,810 | -10,983 | -28.3% | -$49.54万 | 减仓 |
| MCK | MCKESSON CORP | $131.47万 | 0.21% | 1,740 | 181 | 11.6% | $13.68万 | 加仓 |
| ARMK | ARAMARK | $131.77万 | 0.21% | 23,159 | -16 | -0.1% | -$910 | 减仓 |
| GM | GENERAL MTRS CO | $164.57万 | 0.26% | 21,350 | 1,984 | 10.2% | $15.29万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $187.87万 | 0.30% | 16,346 | -200 | -1.2% | -$2.30万 | 减仓 |
| AMZN | AMAZON COM INC | $202.02万 | 0.32% | 8,476 | 72 | 0.9% | $1.72万 | 加仓 |
| SARO | STANDARDAERO INC | $236.05万 | 0.37% | 78,920 | 6,010 | 8.2% | $17.98万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $282.50万 | 0.45% | 76,976 | -670 | -0.9% | -$2.46万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $435.66万 | 0.69% | 145,699 | -1,040 | -0.7% | -$3.11万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $437.79万 | 0.69% | 28,993 | 28,993 | — | $437.79万 | 新建仓 |
| ATS | ATS CORPORATION | $461.42万 | 0.73% | 160,392 | 6,315 | 4.1% | $18.17万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $642.29万 | 1.02% | 270,830 | -4,010 | -1.5% | -$9.51万 | 减仓 |
| ACM | AECOM | $987.85万 | 1.56% | 141,526 | 2,460 | 1.8% | $17.17万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,068.76万 | 1.69% | 63,719 | -1,775 | -2.7% | -$29.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,078.79万 | 1.71% | 42,477 | 220 | 0.5% | $5.59万 | 加仓 |
| DIS | DISNEY WALT CO | $1,239.83万 | 1.96% | 128,813 | 2,801 | 2.2% | $26.96万 | 加仓 |
| ORCL | ORACLE CORP | $1,533.31万 | 2.43% | 104,627 | -877 | -0.8% | -$12.85万 | 减仓 |
| TECK | TECK RESOURCES LTD | $1,671.09万 | 2.64% | 281,119 | -10,722 | -3.7% | -$63.74万 | 减仓 |
| MFC | MANULIFE FINL CORP | $1,840.70万 | 2.91% | 454,736 | -11,212 | -2.4% | -$45.38万 | 减仓 |
| FDX | FEDEX CORP | $1,848.25万 | 2.92% | 59,025 | -1,928 | -3.2% | -$60.37万 | 减仓 |
| ENB | ENBRIDGE INC | $1,889.13万 | 2.99% | 349,039 | -2,324 | -0.7% | -$12.58万 | 减仓 |
| GIB | CGI INC | $1,957.99万 | 3.10% | 303,513 | 3,341 | 1.1% | $21.55万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2,569.28万 | 4.06% | 296,922 | 2,065 | 0.7% | $17.87万 | 加仓 |
| RY | ROYAL BK CDA | $3,199.25万 | 5.06% | 154,799 | -2,923 | -1.9% | -$60.41万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $3,603.44万 | 5.70% | 415,388 | -12,221 | -2.9% | -$106.02万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4,536.31万 | 7.18% | 1,148,627 | -2,629 | -0.2% | -$10.38万 | 减仓 |
| GOOGL | ALPHABET INC | $4,912.37万 | 7.77% | 137,459 | -9,558 | -6.5% | -$341.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,001.60万 | 7.91% | 152,800 | 3,733 | 2.5% | $122.19万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $6,364.21万 | 10.07% | 360,775 | -25,334 | -6.6% | -$446.90万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $6,425.48万 | 10.16% | 529,495 | -41,454 | -7.3% | -$503.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $6,812.19万 | 10.78% | 606,752 | -2,343 | -0.4% | -$26.31万 | 减仓 |