Delaney Capital Management Ltd.
TORONTO A6 · SEC CIK 0002140766
$6.22亿2026Q1 申报市值
53持仓数
68.7%前十大占比 · 第一大 12.8%
2 / 3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
DIS 新建仓+$1,214.50万
ACM 加仓+$313.63万
BCE 加仓+$157.89万
CNQ 加仓+$88.57万
JNJ 加仓+$87.36万
2026Q1 卖出最多 按季末市值估算
WPM 减仓-$834.61万
GOOGL 减仓-$665.04万
AMCOR PLC 清仓-$82.09万
DRVN 清仓-$72.94万
AAUC 减仓-$50.59万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | $7,979.11万 | 12.82% | 609,095 | -63,711 | -9.5% | -$834.61万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $5,604.72万 | 9.00% | 1,151,256 | 18,192 | 1.6% | $88.57万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $5,321.59万 | 8.55% | 570,949 | 1,445 | 0.3% | $13.47万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $5,219.22万 | 8.39% | 386,109 | 1,080 | 0.3% | $14.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,384.95万 | 7.04% | 149,067 | 82 | 0.1% | $2.41万 | 加仓 |
| GOOGL | ALPHABET INC | $4,227.62万 | 6.79% | 147,017 | -23,127 | -13.6% | -$665.04万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $2,959.43万 | 4.75% | 427,609 | 6,367 | 1.5% | $44.07万 | 加仓 |
| RY | ROYAL BK CDA | $2,544.55万 | 4.09% | 157,722 | -506 | -0.3% | -$8.16万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2,315.66万 | 3.72% | 294,857 | 6,903 | 2.4% | $54.21万 | 加仓 |
| GIB | CGI INC | $2,190.08万 | 3.52% | 300,172 | 7,682 | 2.6% | $56.05万 | 加仓 |
| FDX | FEDEX CORP | $2,171.02万 | 3.49% | 60,953 | -698 | -1.1% | -$24.86万 | 减仓 |
| ENB | ENBRIDGE INC | $1,900.87万 | 3.05% | 351,363 | 13,676 | 4.0% | $73.99万 | 加仓 |
| BCE | BCE INC | $1,618.67万 | 2.60% | 642,810 | 62,703 | 10.8% | $157.89万 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,601.85万 | 2.57% | 465,948 | 5,246 | 1.1% | $18.03万 | 加仓 |
| ORCL | ORACLE CORP | $1,552.07万 | 2.49% | 105,504 | -1,047 | -1.0% | -$15.40万 | 减仓 |
| TECK | TECK RESOURCES LTD | $1,509.56万 | 2.43% | 291,841 | -1,815 | -0.6% | -$9.39万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,375.57万 | 2.21% | 65,494 | -138 | -0.2% | -$2.90万 | 减仓 |
| DIS | DISNEY WALT CO | $1,214.50万 | 1.95% | 126,012 | 126,012 | — | $1,214.50万 | 新建仓 |
| ACM | AECOM | $1,179.56万 | 1.90% | 139,066 | 36,976 | 36.2% | $313.63万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,032.93万 | 1.66% | 42,257 | 3,574 | 9.2% | $87.36万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $850.21万 | 1.37% | 274,840 | -16,355 | -5.6% | -$50.59万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $508.46万 | 0.82% | 146,739 | -305 | -0.2% | -$1.06万 | 减仓 |
| ATS | ATS CORPORATION | $433.41万 | 0.70% | 154,077 | 1,040 | 0.7% | $2.93万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $323.25万 | 0.52% | 77,646 | -11,534 | -12.9% | -$48.02万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $207.22万 | 0.33% | 12,013 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $188.33万 | 0.30% | 72,910 | 9,435 | 14.9% | $24.37万 | 加仓 |
| AMZN | AMAZON COM INC | $175.03万 | 0.28% | 8,404 | 1,360 | 19.3% | $28.32万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $156.50万 | 0.25% | 16,546 | -728 | -4.2% | -$6.89万 | 减仓 |
| GM | GENERAL MTRS CO | $144.28万 | 0.23% | 19,366 | 805 | 4.3% | $6.00万 | 加仓 |
| MCK | MCKESSON CORP | $134.91万 | 0.22% | 1,559 | 21 | 1.4% | $1.82万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $103.00万 | 0.17% | 38,970 | 1,600 | 4.3% | $4.23万 | 加仓 |
| ARMK | ARAMARK | $93.95万 | 0.15% | 23,175 | 2,383 | 11.5% | $9.66万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $92.37万 | 0.15% | 38,793 | 12,073 | 45.2% | $28.75万 | 加仓 |
| AAPL | APPLE INC | $92.25万 | 0.15% | 3,635 | -360 | -9.0% | -$9.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $90.24万 | 0.14% | 3,723 | 27 | 0.7% | $6,545 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $86.00万 | 0.14% | 119,400 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $84.39万 | 0.14% | 15,184 | 3,103 | 25.7% | $17.25万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.93万 | 0.11% | 2,055 | -7 | -0.3% | -$2,416 | 减仓 |
| DNOW | DNOW INC | $65.05万 | 0.10% | 54,615 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $56.85万 | 0.09% | 12,725 | 0 | 0.0% | — | 不变 |
| SLSR | SOLARIS RES INC | $46.53万 | 0.07% | 54,000 | -5,000 | -8.5% | -$4.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $40.90万 | 0.07% | 1,105 | -79 | -6.7% | -$2.92万 | 减仓 |
| BN | BROOKFIELD CORP | $37.88万 | 0.06% | 9,367 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $36.85万 | 0.06% | 28,730 | -4,050 | -12.4% | -$5.20万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.85万 | 0.05% | 3,495 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $29.05万 | 0.05% | 168 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $26.42万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.42万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $22.55万 | 0.04% | 660 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $22.07万 | 0.04% | 2,450 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $22.00万 | 0.04% | 19,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $21.99万 | 0.04% | 1,160 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $20.21万 | 0.03% | 8,800 | 8,800 | — | $20.21万 | 新建仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -19,686 | -100.0% | -$82.09万 | 清仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | -49,220 | -100.0% | -$72.94万 | 清仓 |
| NEWP | NEW PAC METALS CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$21.01万 | 清仓 |