TD Waterhouse Canada Inc.

报告期 2026-03-31 · CIK 0001999606

持仓数

2,307

前50大市值合计

$23.47B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项增持 150

方向

标的

Δ市值

现股数(环比)

增持

TD TORONTO DOMINION BK ONT

+$909.1M

19,518,828 +106%

增持

RY ROYAL BK CDA

+$894.7M

11,539,576 +108%

增持

MSFT MICROSOFT CORP

+$411.7M

1,806,514 +100%

增持

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

CNI CANADIAN NATL RY CO

+$299.9M

3,117,882 +104%

增持

TRP TC ENERGY CORP

+$286.7M

9,552,220 +100%

增持

CNQ CANADIAN NAT RES LTD

+$263.4M

5,424,096 +114%

增持

MFC MANULIFE FINL CORP

+$234.4M

14,230,762 +99%

增持

FTS FORTIS INC

+$234.4M

7,644,666 +107%

增持

BN BROOKFIELD CORP

+$227.5M

7,559,384 +95%

增持

TU TELUS CORPORATION

+$223.9M

16,578,420 +108%

增持

CM CANADIAN IMPERIAL BK COMM TO

+$221.7M

6,176,656 +90%

增持

V VISA INC

+$187.3M

1,184,020 +103%

增持

JPM JPMORGAN CHASE & CO

+$187.2M

1,721,298 +101%

增持

SU SUNCOR ENERGY INC NEW

+$185.9M

8,543,286 +93%

增持

SPY SPDR S&P 500 ETF TR

+$168.3M

545,630 +128%

增持

CP CANADIAN PACIFIC KANSAS CITY

+$166.4M

2,953,816 +102%

增持

NTR NUTRIEN LTD

+$149.1M

4,316,916 +102%

增持

BCE BCE INC

+$147.5M

6,274,614 +63%

增持

SLF SUN LIFE FINANCIAL INC.

+$139.9M

3,443,890 +135%

增持

RCI ROGERS COMMUNICATIONS INC

+$139.3M

3,794,010 +100%

增持

COST COSTCO WHSL CORP NEW

+$130.3M

334,352 +101%

增持

QSR RESTAURANT BRANDS INTL INC

+$115.1M

1,943,086 +112%

增持

MCD MCDONALDS CORP

+$112.2M

600,784 +115%

增持

JNJ JOHNSON & JOHNSON

+$109.9M

1,270,926 +90%

增持

UNH UNITEDHEALTH GROUP INC

+$107.5M

323,296 +108%

增持

GOOG ALPHABET INC

+$106.7M

1,413,790 +103%

增持

GIB CGI INC

+$100.6M

1,324,660 +121%

增持

HD HOME DEPOT INC

+$94.0M

487,166 +83%

增持

PG PROCTER AND GAMBLE CO

+$81.3M

884,884 +116%

增持

TECK TECK RESOURCES LTD

+$80.0M

3,316,324 +93%

增持

CVS CVS HEALTH CORP

+$79.5M

1,661,954 +81%

增持

GOOGL ALPHABET INC

+$76.2M

1,034,066 +94%

增持

BAM BROOKFIELD ASSET MANAGMT LTD

+$70.6M

2,171,762 +136%

增持

PANW PALO ALTO NETWORKS INC

+$69.2M

411,156 +97%

增持

— BROOKFIELD RENEWABLE CORP

+$66.1M

2,807,178 +153%

增持

META META PLATFORMS INC

+$64.9M

272,124 +143%

增持

MGA MAGNA INTL INC

+$64.3M

1,655,778 +104%

增持

NVDA NVIDIA CORPORATION

+$61.8M

227,102 +104%

增持

ATS ATS CORPORATION

+$61.7M

2,160,498 +111%

增持

LLY ELI LILLY & CO

+$60.8M

151,548 +132%

增持

MA MASTERCARD INCORPORATED

+$60.5M

242,604 +99%

增持

— BROOKFIELD INFRAST PARTNERS

+$59.9M

3,000,076 +83%

增持

WPM WHEATON PRECIOUS METALS CORP

+$58.5M

1,438,042 +135%

增持

CVE CENOVUS ENERGY INC

+$57.9M

5,137,766 +159%

增持

VEA VANGUARD TAX-MANAGED FDS

+$53.8M

1,651,898 +110%

增持

STN STANTEC INC

+$51.4M

823,032 +111%

增持

QCOM QUALCOMM INC

+$48.9M

561,276 +94%

增持

WMT WALMART INC

+$47.2M

542,742 +101%

增持

— BROOKFIELD INFRASTRUCTURE CO

+$45.9M

2,038,370 +92%

增持

AVGO BROADCOM INC

+$45.7M

65,876 +103%

增持

CCJ CAMECO CORP

+$45.4M

1,420,434 +109%

增持

IVV ISHARES TR

+$45.3M

154,250 +143%

增持

NKE NIKE INC

+$44.8M

789,890 +86%

增持

DIS DISNEY WALT CO

+$41.4M

857,808 +75%

增持

PBA PEMBINA PIPELINE CORP

+$41.3M

1,869,272 +68%

增持

TFII TFI INTL INC

+$41.2M

464,100 +100%

增持

XLV SELECT SECTOR SPDR TR

+$38.7M

489,782 +101%

增持

UNP UNION PAC CORP

+$38.0M

242,166 +100%

增持

IVE ISHARES TR

+$37.2M

306,340 +101%

增持

XLK SELECT SECTOR SPDR TR

+$36.6M

373,170 +87%

增持

TLT ISHARES TR

+$36.4M

502,658 +155%

增持

HON HONEYWELL INTL INC

+$35.3M

248,962 +133%

增持

ORCL ORACLE CORP

+$35.1M

531,844 +155%

增持

VZ VERIZON COMMUNICATIONS INC

+$35.1M

1,330,634 +109%

增持

— THOMSON REUTERS CORP.

+$34.9M

322,858 +98%

增持

FNV FRANCO NEV CORP

+$34.0M

550,600 +105%

增持

— BROOKFIELD BUSINESS PARTNERS

+$33.9M

2,279,566 +78%

增持

PEP PEPSICO INC

+$33.8M

308,914 +127%

增持

OTEX OPEN TEXT CORP

+$33.7M

1,061,304 +125%

增持

SYK STRYKER CORPORATION

+$32.6M

198,344 +99%

增持

— GRANITE REAL ESTATE INVT TR

+$31.1M

704,860 +123%

增持

— ACCENTURE PLC IRELAND

+$31.0M

134,816 +161%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$30.9M

1,098,852 +125%

增持

— EATON CORP PLC

+$30.5M

183,022 +137%

增持

DHR DANAHER CORPORATION

+$30.3M

205,290 +124%

增持

TLH ISHARES TR

+$30.1M

388,290 +104%

增持

WCN WASTE CONNECTIONS INC

+$30.1M

287,296 +99%

增持

BSV VANGUARD BD INDEX FDS

+$29.7M

385,666 +1848%

增持

MRK MERCK & CO INC

+$29.6M

404,458 +98%

增持

INTC INTEL CORP

+$28.3M

715,084 +299%

增持

CVX CHEVRON CORP NEW

+$28.3M

405,164 +97%

增持

GD GENERAL DYNAMICS CORP

+$27.9M

168,112 +114%

增持

MS MORGAN STANLEY

+$27.2M

561,854 +74%

增持

ADBE ADOBE INC

+$26.4M

68,414 +161%

增持

TJX TJX COS INC NEW

+$26.3M

522,972 +104%

增持

GEHC GE HEALTHCARE TECHNOLOGIES I

+$26.0M

408,188 +192%

增持

KLAC KLA CORP

+$25.2M

53,172 +181%

增持

LOW LOWES COS INC

+$25.1M

223,834 +99%

增持

GS GOLDMAN SACHS GROUP INC

+$24.6M

113,734 +87%

增持

SHOP SHOPIFY INC

+$24.5M

433,492 +93%

增持

TIP ISHARES TR

+$24.3M

355,948 +100%

增持

VO VANGUARD INDEX FDS

+$24.3M

106,532 +20038%

增持

IGF ISHARES TR

+$24.2M

662,276 +158%

增持

KO COCA COLA CO

+$24.0M

683,724 +118%

增持

USB US BANCORP DEL

+$23.9M

800,182 +101%

增持

— BROOKFIELD RENEWABLE PARTNER

+$23.5M

1,173,564 +94%

增持

GE GENERAL ELECTRIC CO

+$23.4M

265,932 +118%

增持

IAU ISHARES GOLD TR

+$22.9M

845,460 +109%

增持

— MEDTRONIC PLC

+$22.2M

479,334 +75%

增持

VOO VANGUARD INDEX FDS

+$22.0M

86,234 +120%

增持

WM WASTE MGMT INC DEL

+$21.8M

184,116 +117%

增持

C CITIGROUP INC

+$21.7M

528,276 +168%

增持

NFLX NETFLIX INC

+$21.6M

64,462 +104%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$21.2M

150,988 +880%

增持

BX BLACKSTONE INC

+$21.0M

265,148 +122%

增持

USMV ISHARES TR

+$20.8M

436,086 +107%

增持

CSCO CISCO SYS INC

+$20.8M

896,948 +91%

增持

CAT CATERPILLAR INC

+$19.9M

115,654 +133%

增持

NOBL PROSHARES TR

+$19.3M

296,408 +101%

增持

DE DEERE & CO

+$19.0M

86,990 +102%

增持

UPS UNITED PARCEL SERVICE INC

+$19.0M

179,222 +175%

增持

MAR MARRIOTT INTL INC NEW

+$18.7M

150,376 +102%

增持

GLD SPDR GOLD TR

+$18.5M

158,018 +127%

增持

TSLA TESLA INC

+$18.3M

154,002 +102%

增持

EDV VANGUARD WORLD FD

+$18.0M

233,264 +223%

增持

IT GARTNER INC

+$17.9M

69,762 +102%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$17.9M

62,282 +86%

增持

VFH VANGUARD WORLD FDS

+$17.7M

294,180 +149%

增持

— ROYAL CARIBBEAN GROUP

+$17.6M

237,578 +103%

增持

NVO NOVO-NORDISK A S

+$17.3M

191,326 +171%

增持

PFE PFIZER INC

+$17.2M

1,414,300 +89%

增持

— CRESCENT PT ENERGY CORP

+$17.1M

5,795,658 +74%

增持

CRM SALESFORCE INC

+$17.0M

112,676 +89%

增持

CRWD CROWDSTRIKE HLDGS INC

+$16.9M

90,832 +82%

增持

— LINDE PLC

+$16.5M

66,604 +118%

增持

IMO IMPERIAL OIL LTD

+$16.4M

385,148 +127%

增持

BKNG BOOKING HOLDINGS INC

+$16.4M

8,208 +105%

增持

KGC KINROSS GOLD CORP

+$16.2M

2,441,498 +5979%

增持

SBUX STARBUCKS CORP

+$16.2M

325,294 +97%

增持

— BLACKROCK INC

+$16.2M

33,376 +108%

增持

MDLZ MONDELEZ INTL INC

+$16.0M

465,730 +56%

增持

FCX FREEPORT-MCMORAN INC

+$15.3M

581,852 +104%

增持

XLP SELECT SECTOR SPDR TR

+$15.2M

222,638 +786%

增持

SWKS SKYWORKS SOLUTIONS INC

+$14.7M

143,038 +331%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$14.5M

69,956 +99%

增持

UBER UBER TECHNOLOGIES INC

+$14.3M

404,672 +80%

增持

— BROOKFIELD BUSINESS CORP

+$14.1M

780,064 +119%

增持

SPGI S&P GLOBAL INC

+$13.7M

53,420 +105%

增持

LULU LULULEMON ATHLETICA INC

+$13.6M

32,256 +192%

增持

ZTS ZOETIS INC

+$13.4M

113,684 +103%

增持

MRSH MARSH & MCLENNAN COS INC

+$13.2M

109,898 +115%

增持

STZ CONSTELLATION BRANDS INC

+$13.0M

98,880 +101%

增持

SMH VANECK ETF TRUST

+$12.9M

130,142 +106%

增持

EMR EMERSON ELEC CO

+$12.8M

318,534 +71%

增持

LMT LOCKHEED MARTIN CORP

+$12.7M

49,240 +90%

增持

TAC TRANSALTA CORP

+$12.7M

1,632,842 +294%

增持

ABBV ABBVIE INC

+$12.1M

157,770 +67%

增持

XLRE SELECT SECTOR SPDR TR

+$12.0M

472,058 +138%

增持

GDX VANECK ETF TRUST

+$11.8M

424,068 +630%