13FBOX
Timelo Investment Management Inc. · 13F 持仓分析
期权收益计算器 机构排行

Timelo Investment Management Inc.

No.5299
最新持仓市值 (Q2 2026)
$3.49亿
环比变动 Q1 2026
+$2.22亿+174.8%
持仓股票数
49
新买入
14
加仓
12
减仓
11
清仓
16
持股不变
12
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
SSPDR标普500 ETFSPY
70.7%35.9%$2.46亿33.0万股$4,552.4万7.0万股+26.0万股+371.43%加仓
V先锋领航指数基金VOO
6.34%$2,209.2万3.0万股$00股+3.0万股新买入
PROFOUND MED CORPORATION COM NEW (CANADA)PROF
2.13%5.7%$741.5万111.5万股$722.5万111.5万股00.00%持仓不变
COLLIERS INTLCIGI
1.61%0.42%$562.7万6.0万股$53.4万5,000股+5.5万股+1,100.00%加仓
MOLINA HEALTHCAREMOH
1.38%1.68%$480.3万2.1万股$213.3万1.6万股+5,000股+31.25%加仓
BBAXTER INTLBAX
1.02%0.49%$356.0万16.7万股$62.2万3.7万股+13.0万股+351.35%加仓
CAECAE
0.88%1.11%$306.0万12.2万股$140.9万5.4万股+6.8万股+125.69%加仓
WWIX COM SHSWIX
0.83%0.57%$290.4万6.4万股$72.1万8,000股+5.6万股+700.00%加仓
BBROOKDALE SR LIVINGBKD
0.77%2.77%$267.1万16.6万股$351.6万25.7万股-9.1万股-35.41%减仓
GRAILGRAL
0.76%0.61%$266.3万3.9万股$77.5万1.5万股+2.4万股+160.00%加仓
财捷INTU
0.75%$261.0万1.0万股$00股+1.0万股新买入
POOLPOOL
0.74%1.12%$257.9万1.2万股$141.6万7,000股+5,000股+71.43%加仓
CCENOVUS ENERGY COMCVE
0.71%1.05%$248.1万10.0万股$132.7万5.0万股+5.0万股+100.00%加仓
BCEBCE
0.65%$225.9万10.5万股$00股+10.5万股新买入
埃森哲ACN
0.64%$224.0万1.8万股$00股+1.8万股新买入
微软MSFT
0.64%2.63%$223.8万6,000股$333.2万9,000股-3,000股-33.33%减仓
BBRINKER INTLEAT
0.63%1.8%$218.4万1.3万股$228.4万1.6万股-3,000股-18.75%减仓
TURNING PT BRANDSTPB
0.58%$203.5万2.4万股$00股+2.4万股新买入
MMANPOWERGROUP WISMAN
0.58%$202.6万6.0万股$00股+6.0万股新买入
DDUTCH BROSBROS
0.58%1.92%$201.1万2.8万股$243.2万4.8万股-2.0万股-41.67%减仓
Elevance健康ELV
0.55%1.62%$193.4万5,000股$204.9万7,000股-2,000股-28.57%减仓
NUTRIENNTR
0.49%$170.0万2.7万股$00股+2.7万股新买入
VVILLAGE FARMS INTERNATIONAL INCORPORATED (CANADA)VFF
0.48%$166.4万83.2万股$00股+83.2万股新买入
ADOBE COMADBE
0.47%$164.0万8,000股$00股+8,000股新买入
YUM BRANDS COMYUM
0.46%$159.9万1.0万股$00股+1.0万股新买入
CNH INDLCNH
0.45%0.22%$157.2万14.0万股$27.5万2.5万股+11.5万股+460.00%加仓
CCGIGIB
0.44%2.48%$155.0万2.4万股$314.3万4.3万股-1.9万股-44.19%减仓
BROOKFIELD INFRASTRUCTUREBIPC
0.44%2.03%$154.0万4.0万股$256.9万6.5万股-2.5万股-38.46%减仓
ENERFLEXEFXT
0.37%2.11%$130.4万5.3万股$268.2万12.8万股-7.5万股-58.50%减仓
BBOYD SERVICESBGSI
0.35%1.29%$121.1万1.3万股$163.7万1.3万股00.00%持仓不变
IITURAN LOCATION AND CONTROL SHSITRN
0.33%1.51%$115.9万1.9万股$191.1万3.9万股-2.0万股-51.28%减仓
DRIVEN BRANDSDRVN
0.33%1.24%$115.7万8.3万股$157.6万12.5万股-4.2万股-33.60%减仓
FFURY GOLD MINES LIMITEDFURY
0.31%0.84%$109.1万202.2万股$107.0万175.7万股+26.5万股+15.09%加仓
DocuSignDOCU
0.25%$88.8万2.0万股$00股+2.0万股新买入
雪佛龙CVX
0.24%$82.9万5,000股$00股+5,000股新买入
SSOUTH BOW CORPORATION COM NPV ISIN #CA83671M1059 SEDOL #BMZMBC3USNG
0.2%0.53%$70.5万2.0万股$66.6万2.0万股00.00%持仓不变
PPIONEER ACQUISITION IAXIN
0.18%0.48%$61.4万6.0万股$60.8万6.0万股00.00%持仓不变
OOXLEY BRIDGE ACQOBA
0.15%0.4%$51.1万5.0万股$50.7万5.0万股00.00%持仓不变
VVERMILION ENERGYVET
0.13%0.27%$46.9万5.0万股$34.5万2.5万股+2.5万股+100.00%加仓
CCANADIAN NAT RESCNQ
0.11%$39.5万1.0万股$00股+1.0万股新买入
EELECTROVAYA INC COM NEWELVA
0.09%$31.5万3.0万股$00股+3.0万股新买入
FFIGX CAP AAXIN
0.07%0.2%$25.6万2.5万股$25.3万2.5万股00.00%持仓不变
CAL MAINE FOODS COM NEWCALM
0.07%1.31%$24.2万3,000股$166.2万2.1万股-1.8万股-85.71%减仓
FFUTURECREST ACQUISITION CL A ORD
0.03%0.08%$10.3万1.0万股$10.1万1.0万股00.00%持仓不变
MMESHFLOW ACQUISITION UNT
0.03%0.08%$10.2万1.0万股$10.0万1.0万股00.00%持仓不变
MM3 BRIGADE ACQUISITION VI CL A ORD
0.03%0.08%$10.1万1.0万股$10.1万1.0万股00.00%持仓不变
PPIONEER ACQUISITION IPACHU
<0.01%<0.01%$6,4713.0万股$5,4003.0万股00.00%持仓不变
OOXLEY BRIDGE ACQ
<0.01%<0.01%$5,4152.5万股$5,0002.5万股00.00%持仓不变
FFIGX CAP ACQUISITION
<0.01%<0.01%$3,5001.3万股$3,3781.3万股00.00%持仓不变

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