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SIG北美交易 · 13F 持仓分析
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SIG北美交易

SIG North Trading, ULCNo.903 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$54.23亿
环比变动 Q1 2026
+$4.39亿+8.8%
持仓股票数
115
新买入
10
加仓
51
减仓
50
清仓
6
持股不变
4
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
10.29%7.45%$5.58亿269.6万股$3.72亿229.6万股+39.9万股+17.38%加仓
CANADIAN IMPERIAL BANK OFCM
9.16%6.59%$4.96亿431.7万股$3.28亿346.4万股+85.3万股+24.62%加仓
BANK NOVA SCOTIA B CBNS
8.65%6.39%$4.69亿540.5万股$3.18亿459.4万股+81.1万股+17.66%加仓
BANK MONTREAL MEDIUM COMBMO
6.44%5.87%$3.49亿197.6万股$2.93亿216.2万股-18.6万股-8.61%减仓
TORONTO DOMINION BK ONT COM NEWTD
6.24%3.72%$3.39亿278.9万股$1.86亿198.9万股+80.0万股+40.21%加仓
ROGERS COMMUNICATIONSRCI
4.85%7.83%$2.63亿809.1万股$3.90亿1,014.5万股-205.4万股-20.25%减仓
安桥ENB
4.76%4.95%$2.58亿476.6万股$2.47亿456.1万股+20.6万股+4.51%加仓
TELUSTU
4.08%6.87%$2.21亿2,095.0万股$3.42亿2,668.1万股-573.1万股-21.48%减仓
Tc Energy Corp COMMONTRP
4.03%4.18%$2.19亿330.0万股$2.09亿333.2万股-3.2万股-0.95%减仓
BCEBCE
3.53%4.23%$1.91亿889.3万股$2.11亿834.5万股+54.7万股+6.56%加仓
森科能源SU
3.08%4.94%$1.67亿311.4万股$2.46亿372.1万股-60.7万股-16.31%减仓
CCANADIAN NAT RESCNQ
2.65%4.11%$1.44亿364.3万股$2.05亿420.0万股-55.7万股-13.26%减仓
SUN LIFE FINANCIALSLF
2.51%2.4%$1.36亿173.8万股$1.19亿190.9万股-17.1万股-8.95%减仓
卡梅科CCJ
2.44%1.96%$1.32亿129.7万股$9,769.5万90.0万股+39.7万股+44.18%加仓
宏利金融MFC
2.2%2.13%$1.19亿294.0万股$1.06亿307.9万股-13.9万股-4.53%减仓
阿格尼科鹰矿AEM
1.89%2.02%$1.02亿66.0万股$1.01亿49.6万股+16.4万股+32.98%加仓
CCENOVUS ENERGY COMCVE
1.74%2.08%$9,454.6万381.1万股$1.04亿390.6万股-9.6万股-2.45%减仓
ShopifySHOP
1.73%0.79%$9,399.3万82.3万股$3,928.8万33.1万股+49.2万股+148.54%加仓
B巴里克黄金GOLD
1.32%0.98%$7,164.0万195.0万股$4,867.7万119.3万股+75.7万股+63.44%加仓
PEMBINA PIPELINEPBA
1.32%1.4%$7,162.5万154.9万股$6,989.6万156.2万股-1.3万股-0.83%减仓
加拿大国家铁路CNI
0.88%0.82%$4,763.6万40.0万股$4,100.7万39.9万股+484股+0.12%加仓
天弘CLS
0.87%0.87%$4,716.9万12.9万股$4,354.8万15.5万股-2.5万股-16.36%减仓
BROOKFIELD INFRASTRUC LPBIP
0.7%1.08%$3,792.0万103.9万股$5,378.8万148.9万股-45.0万股-30.21%减仓
布鲁克菲尔德BN
0.7%0.76%$3,788.2万88.9万股$3,795.3万93.8万股-4.8万股-5.16%减仓
BBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITBEP
0.58%0.76%$3,162.1万91.0万股$3,797.2万116.3万股-25.3万股-21.74%减仓
NUTRIENNTR
0.58%1.33%$3,140.9万49.9万股$6,653.6万88.2万股-38.3万股-43.41%减仓
TFI INTERNATIONALTFII
0.58%0.3%$3,121.0万21.7万股$1,488.9万13.7万股+8.0万股+58.61%加仓
TECK RESOURCESTECK
0.56%0.93%$3,040.3万51.1万股$4,626.5万89.4万股-38.3万股-42.81%减仓
加拿大太平洋堪萨斯城铁路CP
0.49%0.54%$2,665.4万30.8万股$2,713.4万34.5万股-3.7万股-10.83%减仓
BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY
0.48%0.4%$2,623.7万58.5万股$1,983.2万44.6万股+13.9万股+31.11%加仓
FORTISFTS
0.47%0.12%$2,536.4万44.3万股$604.2万10.8万股+33.5万股+309.23%加仓
EMERAEMA
0.43%0.38%$2,332.3万44.0万股$1,910.4万36.8万股+7.2万股+19.44%加仓
FRANCO NEVFNV
0.42%0.66%$2,297.4万11.0万股$3,309.5万13.4万股-2.4万股-17.72%减仓
WASTE CONNECTIONSWCN
0.42%0.31%$2,282.2万13.7万股$1,546.4万9.5万股+4.2万股+43.82%加仓
T汤森路透TRI
0.41%$2,231.5万27.3万股$00股+27.3万股新买入
GILDAN ACTIVEWEARGIL
0.39%0.11%$2,134.7万41.4万股$554.7万10.0万股+31.4万股+315.01%加仓
MAGNA INTLMGA
0.39%0.42%$2,127.2万32.4万股$2,093.2万37.5万股-5.1万股-13.62%减仓
TRANSALTATAC
0.36%0.4%$1,974.7万142.8万股$1,978.3万151.0万股-8.2万股-5.45%减仓
金罗斯黄金KGC
0.35%0.3%$1,891.3万80.1万股$1,472.5万48.2万股+31.8万股+65.97%加仓
HHUT 8HUT
0.32%0.32%$1,719.1万14.9万股$1,577.1万33.6万股-18.7万股-55.71%减仓
HHUDBAY MINERALSHBM
0.27%0.21%$1,484.1万62.9万股$1,027.5万49.2万股+13.7万股+27.86%加仓
IIMPERIAL OILIMO
0.27%0.55%$1,463.6万13.1万股$2,717.8万20.8万股-7.7万股-37.11%减仓
MMDA SPACEMDA
0.27%0.17%$1,458.0万35.3万股$858.3万33.9万股+1.4万股+4.20%加仓
AALLIED GOLDAAUC
0.27%0.23%$1,455.8万61.2万股$1,170.2万37.7万股+23.5万股+62.38%加仓
FIRST MAJESTIC SILVERAG
0.25%0.47%$1,336.0万78.8万股$2,356.7万109.7万股-30.9万股-28.20%减仓
BBLACKBERRY LTD FBB
0.24%0.05%$1,328.6万105.0万股$252.6万78.0万股+27.1万股+34.72%加仓
惠顿贵金属WPM
0.24%0.43%$1,324.7万11.8万股$2,120.7万16.2万股-4.4万股-27.14%减仓
PAN AMERN SILVERPAAS
0.22%0.35%$1,191.0万26.6万股$1,751.9万32.1万股-5.5万股-17.08%减仓
OOVINTIV COMOVV
0.18%0.27%$996.7万18.9万股$1,355.2万22.8万股-3.9万股-17.08%减仓
RRB GLOBALRBA
0.18%0.14%$977.0万8.4万股$703.5万7.3万股+1.1万股+14.31%加仓

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