Northwest & Ethical Investments L.P. 13F 持仓 · 2026年Q2
Northwest & Ethical Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 512 只证券，申报市值合计 42.96 亿美元。前几大持仓：DMXF（6.71%）、NVDA（4.20%）、AVSD（3.68%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DMXF | ISHARES TR | $288.4M | 6.71% | 3.4M | 新建仓 |
| 2 | NVDA | NVIDIA CORPORATION | $180.6M | 4.20% | 903,030 | 减持 |
| 3 | AVSD | AMERICAN CENTY ETF TR | $158.3M | 3.68% | 2.0M | 持平 |
| 4 | MSFT | MICROSOFT CORP | $143.1M | 3.33% | 383,734 | 减持 |
| 5 | AAPL | APPLE INC | $112.9M | 2.63% | 390,390 | 减持 |
| 6 | GOOG | ALPHABET INC | $107.3M | 2.50% | 303,801 | 减持 |
| 7 | RY | ROYAL BK CDA | $96.0M | 2.24% | 464,627 | 减持 |
| 8 | AVGO | BROADCOM INC | $82.7M | 1.92% | 218,846 | 增持 |
| 9 | KLAC | KLA CORP | $80.8M | 1.88% | 267,866 | 增持 |
| 10 | TD | TORONTO DOMINION BK ONT | $75.3M | 1.75% | 620,742 | 减持 |
| 11 | QQQ | INVESCO QQQ TR | $64.6M | 1.50% | 87,670 | 减持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $62.6M | 1.46% | 83,830 | 增持 |
| 13 | AMZN | AMAZON COM INC | $61.6M | 1.43% | 258,513 | 减持 |
| 14 | WCN | WASTE CONNECTIONS INC | $58.8M | 1.37% | 352,832 | 增持 |
| 15 | CSCO | CISCO SYS INC | $49.9M | 1.16% | 425,036 | 减持 |
| 16 | CNI | CANADIAN NATL RY CO | $47.8M | 1.11% | 400,958 | 减持 |
| 17 | V | VISA INC | $43.6M | 1.01% | 127,005 | 减持 |
| 18 | NEE | NEXTERA ENERGY INC | $41.8M | 0.97% | 476,249 | 增持 |
| 19 | LIN | LINDE PLC | $40.5M | 0.94% | 78,067 | 减持 |
| 20 | MRK | MERCK & CO INC | $40.0M | 0.93% | 311,108 | 减持 |
| 21 | CP | CANADIAN PACIFIC KANSAS CITY | $38.9M | 0.90% | 448,514 | 减持 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.2M | 0.89% | 80,128 | 减持 |
| 23 | GILD | GILEAD SCIENCES INC | $37.2M | 0.87% | 294,685 | 减持 |
| 24 | ENB | ENBRIDGE INC | $36.9M | 0.86% | 681,166 | 增持 |
| 25 | A | AGILENT TECHNOLOGIES INC | $35.7M | 0.83% | 269,114 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR