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Lorne Steinberg Wealth Management Inc. · 13F 持仓分析
期权收益计算器 机构排行

Lorne Steinberg Wealth Management Inc.

No.4309 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.87亿
环比变动 Q1 2026
+$6,452.2万+15.3%
持仓股票数
72
新买入
8
加仓
50
减仓
6
清仓
4
持股不变
8
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
ROYAL BK CDA COMRY
5.64%4.99%$2,742.9万13.3万股$2,107.0万13.0万股+2,155股+1.65%加仓
谷歌AGOOGL
4.57%4.18%$2,223.7万6.2万股$1,763.9万6.1万股+883股+1.44%加仓
TORONTO DOMINION BK ONT COM NEWTD
4.05%3.51%$1,972.0万16.2万股$1,479.6万15.8万股+3,803股+2.40%加仓
BANK MONTREAL MEDIUM COMBMO
3.7%3.23%$1,801.8万10.2万股$1,363.3万10.1万股+1,318股+1.31%加仓
CANADIAN IMPERIAL BANK OFCM
3.47%3.23%$1,687.3万14.7万股$1,364.3万14.4万股+2,604股+1.81%加仓
台积电TSM
2.98%2.37%$1,452.5万3.0万股$1,001.8万3.0万股+771股+2.60%加仓
加拿大国家铁路CNI
2.9%2.78%$1,413.3万11.8万股$1,172.9万11.4万股+4,500股+3.95%加仓
Tc Energy Corp COMMONTRP
2.85%3.02%$1,386.8万21.0万股$1,273.3万20.3万股+6,120股+3.01%加仓
加拿大太平洋堪萨斯城铁路CP
2.77%2.67%$1,348.4万15.6万股$1,125.5万14.3万股+1.3万股+8.76%加仓
微软MSFT
2.76%3.06%$1,342.6万3.6万股$1,290.4万3.5万股+1,132股+3.25%加仓
思科CSCO
2.7%2.04%$1,313.1万11.2万股$861.3万11.1万股+780股+0.70%加仓
SUN LIFE FINANCIALSLF
2.69%2.28%$1,310.0万16.7万股$963.0万15.4万股+1.3万股+8.57%加仓
摩根大通JPM
2.65%2.7%$1,289.9万3.9万股$1,141.0万3.9万股+620股+1.60%加仓
亚马逊AMZN
2.53%2.31%$1,232.2万5.2万股$973.1万4.7万股+4,979股+10.66%加仓
好事达ALL
2.52%2.49%$1,224.0万5.1万股$1,053.1万5.1万股+650股+1.28%加仓
伯克希尔哈撒韦BRK.B
2.38%2.59%$1,159.8万2.3万股$1,093.4万2.3万股+360股+1.58%加仓
CVS健康CVS
2.36%1.85%$1,146.8万11.1万股$781.8万10.9万股+2,006股+1.84%加仓
美国运通AXP
2.3%2.33%$1,119.1万3.3万股$982.4万3.2万股+605股+1.86%加仓
摩根士丹利MS
2.22%1.99%$1,079.8万5.2万股$839.7万5.1万股+635股+1.24%加仓
高盛GS
2.15%2.03%$1,046.6万1.0万股$858.0万1.0万股+206股+2.03%加仓
艺电EA
2.13%2.39%$1,038.4万5.1万股$1,007.9万4.9万股+1,205股+2.44%加仓
BANK NOVA SCOTIA B CBNS
2.08%1.85%$1,012.2万11.7万股$780.3万11.3万股+3,969股+3.53%加仓
VisaV
2.06%2.04%$1,004.8万2.9万股$860.8万2.8万股+806股+2.83%加仓
强生JNJ
2.02%2.19%$982.3万3.9万股$925.3万3.8万股+823股+2.17%加仓
CORTEVA COMCTVA
1.91%2.14%$929.3万11.0万股$902.9万10.8万股+1,860股+1.72%加仓
宏利金融MFC
1.85%1.77%$898.9万22.2万股$747.9万21.7万股+4,591股+2.11%加仓
SMITH & NEPHEW PLC SPDN ADR NEWSNN
1.62%2.01%$789.9万27.4万股$846.6万26.6万股+7,796股+2.93%加仓
布鲁克菲尔德BN
1.58%1.54%$770.0万18.1万股$651.9万16.1万股+2.0万股+12.22%加仓
星巴克SBUX
1.49%1.47%$725.9万7.1万股$620.4万6.9万股+1,790股+2.58%加仓
NUTRIENNTR
1.47%1.96%$716.9万11.4万股$826.5万11.0万股+4,338股+3.96%加仓
迪士尼DIS
1.46%1.64%$711.6万7.4万股$694.0万7.2万股+1,924股+2.67%加仓
ADOBE COMADBE
1.4%1.84%$680.7万3.3万股$777.5万3.2万股+1,216股+3.80%加仓
道富·CORP COMSTT
1.38%1.17%$673.2万4.0万股$492.1万3.9万股+810股+2.08%加仓
Meta平台META
1.18%1.35%$574.0万1.0万股$570.5万9,972股+218股+2.19%加仓
ROGERS COMMUNICATIONSRCI
1.16%1.51%$562.3万17.3万股$638.5万16.6万股+6,854股+4.13%加仓
VIATRISVTRS
1.16%2%$562.1万35.4万股$843.0万62.4万股-27.0万股-43.28%减仓
麦当劳MCD
1.14%0.74%$553.3万2.0万股$311.4万1.0万股+1.0万股+104.27%加仓
UUNILEVER SPON ADR NEWUL
1.1%1.17%$533.7万8.9万股$493.3万8.7万股+2,181股+2.52%加仓
DIAGEO SPON ADR NEWDEO
0.98%1.01%$476.5万5.9万股$428.1万5.8万股+1,775股+3.09%加仓
CCANADIAN NAT RESCNQ
0.98%1.34%$475.6万12.0万股$563.8万11.6万股+4,639股+4.01%加仓
OPEN TEXT COMOTEX
0.97%1.08%$473.5万21.4万股$455.3万20.4万股+9,690股+4.74%加仓
苹果AAPL
0.97%1.01%$473.3万1.6万股$424.3万1.7万股-362股-2.17%减仓
BCEBCE
0.87%1.14%$423.2万19.7万股$482.5万19.1万股+5,267股+2.75%加仓
TELUSTU
0.86%$416.5万39.4万股$00股+39.4万股新买入
ADPADP
0.8%0.81%$389.0万1.7万股$341.3万1.7万股+570股+3.39%加仓
KENVUE COMKVUE
0.77%0.78%$376.8万19.7万股$329.9万19.1万股+5,810股+3.04%加仓
林德LIN
0.62%$302.0万5,820股$00股+5,820股新买入
TRACTOR SUPPLY COMTSCO
0.58%0.93%$282.4万8.9万股$394.5万8.7万股+2,255股+2.59%加仓
金佰利KMB
0.58%0.56%$281.5万2.6万股$238.2万2.5万股+960股+3.89%加仓
耐克NKE
0.32%0.46%$154.4万3.8万股$193.1万3.7万股+1,050股+2.87%加仓

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