13FBOX
莱特科·布罗索联合 · 13F 持仓分析
期权收益计算器 机构排行

莱特科·布罗索联合

LETKO, BROSSEAU & ASSOCIATES INCNo.782 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$67.66亿
环比变动 Q1 2026
+$5.62亿+9.1%
持仓股票数
112
新买入
14
加仓
26
减仓
50
清仓
3
持股不变
22
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
BANK NOVA SCOTIA B CBNS
4.34%3.91%$2.94亿338.0万股$2.43亿351.1万股-13.0万股-3.71%减仓
TORONTO DOMINION BK ONT COM NEWTD
4.3%3.78%$2.91亿239.4万股$2.34亿251.6万股-12.2万股-4.86%减仓
AAlphabet Inc Class CGOOG
4.24%3.85%$2.87亿81.3万股$2.39亿83.3万股-2.0万股-2.43%减仓
ROYAL BK CDA COMRY
4.15%3.7%$2.81亿135.6万股$2.29亿142.3万股-6.7万股-4.70%减仓
BANK MONTREAL MEDIUM COMBMO
3.73%3.44%$2.52亿142.7万股$2.13亿158.0万股-15.3万股-9.70%减仓
SUN LIFE FINANCIALSLF
3.65%3.29%$2.47亿314.4万股$2.04亿326.4万股-12.0万股-3.68%减仓
MAGNA INTLMGA
3.62%3.54%$2.45亿372.8万股$2.20亿394.8万股-22.0万股-5.57%减仓
宏利金融MFC
3.56%3.34%$2.41亿594.6万股$2.07亿603.8万股-9.3万股-1.53%减仓
ROGERS COMMUNICATIONSRCI
3.09%4.02%$2.09亿642.0万股$2.50亿651.2万股-9.2万股-1.41%减仓
OPEN TEXT COMOTEX
2.89%2.79%$1.96亿883.8万股$1.73亿779.1万股+104.7万股+13.44%加仓
CANADIAN IMPERIAL BANK OFCM
2.51%2.38%$1.70亿147.6万股$1.48亿156.6万股-9.0万股-5.75%减仓
NUTRIENNTR
2.48%3.34%$1.68亿266.1万股$2.07亿275.7万股-9.6万股-3.47%减仓
BCEBCE
2.43%3.07%$1.64亿762.6万股$1.90亿756.4万股+6.2万股+0.82%加仓
ILLUMINAILMN
2.16%1.69%$1.46亿83.0万股$1.05亿85.3万股-2.3万股-2.65%减仓
B巴里克黄金GOLD
2.01%2.55%$1.36亿370.3万股$1.58亿388.5万股-18.2万股-4.67%减仓
CCENOVUS ENERGY COMCVE
1.95%2.44%$1.32亿532.8万股$1.51亿571.1万股-38.4万股-6.72%减仓
Meta平台META
1.86%1.85%$1.26亿22.4万股$1.15亿20.1万股+2.3万股+11.42%加仓
加拿大国家铁路CNI
1.81%1.74%$1.23亿102.8万股$1.08亿105.2万股-2.4万股-2.28%减仓
CVS健康CVS
1.67%1.29%$1.13亿109.5万股$8,006.0万111.5万股-1.9万股-1.75%减仓
TELUSTU
1.6%1.54%$1.08亿1,022.0万股$9,532.8万744.0万股+278.0万股+37.36%加仓
CAECAE
1.47%1.31%$9,966.2万398.2万股$8,104.0万312.2万股+85.9万股+27.52%加仓
辉瑞PFE
1.47%1.85%$9,932.4万412.5万股$1.15亿409.0万股+3.5万股+0.85%加仓
WEST FRASER TIMBERWFG
1.42%1.49%$9,595.6万141.8万股$9,227.0万141.7万股+755股+0.05%加仓
ADOBE COMADBE
1.39%1.5%$9,428.8万46.0万股$9,297.6万38.2万股+7.7万股+20.24%加仓
微软MSFT
1.33%1.02%$9,003.1万24.1万股$6,330.4万17.1万股+7.0万股+41.13%加仓
道富·CORP COMSTT
1.32%1.11%$8,915.0万52.6万股$6,890.6万54.4万股-1.9万股-3.45%减仓
AAT&TT
1.28%1.93%$8,642.1万417.5万股$1.19亿412.2万股+5.3万股+1.29%加仓
COMPANHIA PARANAENSE DE ENERELPC
1.26%1.52%$8,544.1万733.4万股$9,447.8万791.3万股-57.9万股-7.31%减仓
C花旗集团C
1.26%1.15%$8,524.2万60.9万股$7,161.7万63.1万股-2.2万股-3.55%减仓
GSK SPONSORED ADRGSK
1.26%1.46%$8,516.5万162.5万股$9,076.6万164.5万股-2.0万股-1.21%减仓
COMCAST NEW CL ACMCSA
1.26%1.06%$8,496.7万346.1万股$6,560.1万228.5万股+117.6万股+51.47%加仓
SKYWORKS SOLUTIONSSWKS
1.24%0.79%$8,372.9万123.5万股$4,887.5万91.3万股+32.2万股+35.31%加仓
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
1.21%1.62%$8,218.1万105.7万股$1.01亿108.1万股-2.4万股-2.26%减仓
EASTMAN CHEMEMN
1.19%1.47%$8,032.5万119.9万股$9,107.6万119.3万股+5,894股+0.49%加仓
赛富时CRM
1.17%1.07%$7,908.4万50.5万股$6,658.7万35.7万股+14.8万股+41.52%加仓
Truist金融TFC
1.14%1.16%$7,731.9万155.2万股$7,207.2万156.8万股-1.6万股-1.01%减仓
威瑞森VZ
1.08%1.38%$7,311.0万172.7万股$8,545.2万170.2万股+2.5万股+1.44%加仓
CCOMPANHIA DE SANEAMENTO BASISBS
1.03%1.15%$7,002.1万1,211.4万股$7,165.5万234.9万股+976.6万股+415.82%加仓
艾伯维ABBV
1%0.96%$6,794.5万27.0万股$5,984.2万27.5万股-5,140股-1.87%减仓
联邦快递FDX
1%1.25%$6,750.7万21.6万股$7,747.3万21.8万股-1,925股-0.89%减仓
DT MIDSTREAM COMMON STOCKDTM
0.97%1.05%$6,568.9万44.2万股$6,500.7万45.0万股-7,245股-1.61%减仓
GGE医疗GEHC
0.83%$5,623.8万87.9万股$00股+87.9万股新买入
BBANK OF AMERBAC
0.81%0.77%$5,511.6万96.7万股$4,755.3万97.5万股-8,150股-0.84%减仓
TECK RESOURCESTECK
0.77%0.9%$5,208.0万87.5万股$5,594.0万108.3万股-20.8万股-19.21%减仓
莫德纳MRNA
0.75%0.61%$5,076.0万72.5万股$3,804.0万74.9万股-2.4万股-3.20%减仓
ENERFLEXEFXT
0.72%0.87%$4,904.5万199.8万股$5,380.3万258.0万股-58.2万股-22.57%减仓
GILDAN ACTIVEWEARGIL
0.72%$4,881.2万94.7万股$00股+94.7万股新买入
GRAPHIC PACKAGINGGPK
0.7%0.56%$4,707.1万445.3万股$3,449.7万347.1万股+98.3万股+28.32%加仓
WELLS FARGO NEWWFC
0.7%0.74%$4,703.6万56.9万股$4,568.2万57.4万股-4,650股-0.81%减仓
RESTAURANT BRANDS INTLQSR
0.69%0.8%$4,664.2万64.3万股$4,939.3万67.0万股-2.6万股-3.93%减仓

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