投资组合差异对比
Bank Of Nova Scotia
Q1 2026 ⇄ Q2 2026
+116已添加
−99清仓
200已调整规模
43未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | 205 | 1.11M | +541321.0% |
| TU TELUS CORPORATION | 10.00K | 24.12M | +241127.3% |
| NVDA NVIDIA CORPORATION | 7.03K | 16.64M | +236714.3% |
| BRK-B BERKSHIRE HATHAWAY INC… | 108 | 244.56K | +226346.3% |
| META META PLATFORMS INC | 1.04K | 2.09M | +200397.6% |
| SOLS SOLSTICE ADVANCED MATLS… | 493 | 895.10K | +181461.9% |
| AAPL APPLE INC | 4.00K | 6.36M | +158996.2% |
| JPM JPMORGAN CHASE & CO | 2.00K | 2.46M | +122799.0% |
| EWW ISHARES INC | 20 | 23.24K | +116115.0% |
| SNPS SYNOPSYS INC | 225 | 214.58K | +95267.1% |
| CNI CANADIAN NATL RY CO | 1.63K | 1.33M | +81782.8% |
| NET CLOUDFLARE INC | 29.89K | 20.00M | +66807.5% |
| MDLZ MONDELEZ INTL INC | 3.34K | 1.57M | +46907.2% |
| BKNG BOOKING HOLDINGS INC | 2.00K | 683.00K | +34050.0% |
| WPM WHEATON PRECIOUS METALS… | 3.79K | 1.13M | +29677.7% |
| CSCO CISCO SYS INC | 3.00K | 849.50K | +28216.7% |
| IJR ISHARES TR | 1.01K | 178.70K | +17593.1% |
| RSP INVESCO EXCHANGE TRADED… | 276 | 43.13K | +15525.4% |
| QQQ INVESCO QQQ TR | 198 | 24.85K | +12452.5% |
| VSNT VERSANT MEDIA GROUP INC | 6.94K | 785.41K | +11210.6% |
| URI UNITED RENTALS INC | 160 | 17.73K | +10980.0% |
| IVV ISHARES TR | 25.52K | 2.65M | +10285.5% |
| BLD TOPBUILD COR | 616 | 63.91K | +10275.6% |
| XLU SELECT SECTOR SPDR TR | 2.30K | 223.69K | +9625.7% |
| ABT ABBOTT LABORATORIES | 5.76K | 475.40K | +8153.5% |
| HYG ISHARES TR | 1.13K | 73.11K | +6364.3% |
| NEM NEWMONT CORP | 10.00K | 585.76K | +5757.6% |
| VOO VANGUARD INDEX FDS | 188 | 10.12K | +5285.6% |
| MCHI ISHARES TR | 877 | 45.43K | +5080.4% |
| SCCO SOUTHERN COPPER CORP | 24 | 1.23K | +5033.3% |
| VLO VALERO ENERGY CORP | 1.20K | 61.26K | +5005.2% |
| ENSG ENSIGN GROUP INC | 2.40K | 120.93K | +4938.7% |
| PSX PHILLIPS 66 | 1.00K | 50.32K | +4932.2% |
| EXR EXTRA SPACE STORAGE INC | 415 | 16.47K | +3869.2% |
| RKT ROCKET COS INC | 68.22K | 2.55M | +3636.3% |
| CRWV COREWEAVE INC | 16.93K | 628.46K | +3612.1% |
| FERG FERGUSON ENTERPRISES INC | 440 | 11.86K | +2596.4% |
| AAL AMERICAN AIRLINES GROUP… | 34.59K | 779.91K | +2154.7% |
| BR BROADRIDGE FINL… | 18.14K | 378.85K | +1988.2% |
| FEZ SPDR INDEX SHS FDS | 5.04K | 104.04K | +1965.8% |
| ALAB ASTERA LABS INC | 5.27K | 105.09K | +1892.6% |
| WYNN WYNN RESORTS LTD | 5.74K | 107.28K | +1768.3% |
| KWEB KRANESHARES TRUST | 1.95K | 36.42K | +1764.7% |
| QRVO QORVO INC | 12.90K | 236.56K | +1733.8% |
| TOL TOLL BROTHERS INC | 5.33K | 93.43K | +1652.3% |
| GWRE GUIDEWIRE SOFTWARE INC | 2.88K | 45.09K | +1462.9% |
| FND FLOOR & DECOR HLDGS INC | 6.80K | 100.27K | +1374.4% |
| ODFL OLD DOMINION FREIGHT… | 1.34K | 19.56K | +1360.6% |
| TOST TOAST INC | 33.05K | 470.09K | +1322.2% |
| MRVL MARVELL TECHNOLOGY INC | 74.94K | 1.06M | +1310.5% |
| G GENPACT LIMITED | 11.46K | 155.22K | +1254.7% |
| PSA PUBLIC STORAGE | 530 | 7.02K | +1224.0% |
| ZM ZOOM COMMUNICATIONS INC | 23.18K | 302.68K | +1205.9% |
| VT VANGUARD INTL EQUITY… | 6.66K | 85.36K | +1181.7% |
| ZS ZSCALER INC | 19.91K | 253.50K | +1172.9% |
| CRM SALESFORCE INC | 29.89K | 374.79K | +1154.0% |
| AMZN AMAZON COM INC | 241.39K | 2.87M | +1089.0% |
| RS RELIANCE INC | 3.72K | 42.62K | +1046.5% |
| FLEX FLEX LTD | 22.02K | 243.01K | +1003.7% |
| MCD MCDONALDS CORP | 17.61K | 190.40K | +981.1% |
| EEM ISHARES TR | 207.88K | 2.24M | +976.9% |
| PLD PROLOGIS INC. | 3.69K | 38.42K | +942.5% |
| ENTG ENTEGRIS INC | 6.76K | 67.13K | +892.7% |
| CROX CROCS INC | 2.84K | 28.02K | +885.3% |
| LITE LUMENTUM HLDGS INC | 9.08K | 87.49K | +863.9% |
| NXPI NXP SEMICONDUCTORS N V | 33.80K | 319.05K | +844.0% |
| ICE INTERCONTINENTAL… | 15.81K | 147.91K | +835.6% |
| SPTS SPDR SERIES TRUST | 208.12K | 1.90M | +815.3% |
| BPOP POPULAR INC | 14.10K | 128.84K | +813.6% |
| EXLS EXLSERVICE HLDGS INC | 80.70K | 689.13K | +753.9% |
| GS GOLDMAN SACHS GROUP INC | 24.26K | 199.80K | +723.5% |
| COPX GLOBAL X FDS | 10.05K | 82.69K | +722.7% |
| GOOG ALPHABET INC | 516.90K | 4.18M | +708.6% |
| HEI HEICO CORP NEW | 2.56K | 20.44K | +697.7% |
| SFM SPROUTS FMRS MKT INC | 27.61K | 216.28K | +683.2% |
| DVN DEVON ENERGY CORP NEW | 122.78K | 941.08K | +666.5% |
| HLT HILTON WORLDWIDE HLDGS… | 32.16K | 245.20K | +662.3% |
| BFAM BRIGHT HORIZONS FAM SOL… | 7.60K | 56.40K | +642.1% |
| XLB SELECT SECTOR SPDR TR | 960 | 7.09K | +638.5% |
| RVMD REVOLUTION MEDICINES INC | 10.30K | 73.88K | +616.9% |
| WSO WATSCO INC | 3.57K | 25.33K | +608.8% |
| VOYG VOYAGER TECHNOLOGIES INC | 115.98K | 805.89K | +594.9% |
| NTRA NATERA INC | 7.35K | 44.20K | +501.2% |
| LYB LYONDELLBASELL… | 39.77K | 234.76K | +490.3% |
| PCG PG&E CORP | 635.38K | 3.67M | +477.4% |
| WTRG ESSENTIAL UTILS INC | 50.59K | 284.61K | +462.6% |
| COHR COHERENT CORP | 21.75K | 122.24K | +462.0% |
| PYPL PAYPAL HLDGS INC | 235.94K | 1.29M | +448.4% |
| CTAS CINTAS CORP | 51.01K | 276.75K | +442.5% |
| EQR EQUITY RESIDENTIAL | 10.00K | 54.20K | +442.0% |
| TSN TYSON FOODS INC | 121.86K | 659.10K | +440.8% |
| XLK SELECT SECTOR SPDR TR | 20.44K | 109.78K | +437.1% |
| MSCI MSCI INC | 10.36K | 55.55K | +436.4% |
| RRC RANGE RES CORP | 11.31K | 59.70K | +427.9% |
| ALLE ALLEGION PLC | 32.44K | 162.26K | +400.3% |
| HDV ISHARES TR | 5.73K | 28.64K | +400.0% |
| APA APA CORPORATION | 5.36K | 26.70K | +398.0% |
| HUM HUMANA INC | 51.93K | 257.57K | +396.0% |
| DTE DTE ENERGY CO | 69.93K | 341.27K | +388.0% |
| FTV FORTIVE CORP | 44.49K | 215.46K | +384.3% |
| MPWR MONOLITHIC PWR SYS INC | 6.28K | 29.75K | +374.1% |
| MKTX MARKETAXESS HLDGS INC | 24.61K | 115.41K | +368.9% |
| CB CHUBB LIMITED | 18.06K | 80.26K | +344.5% |
| F FORD MTR CO | 602.07K | 2.63M | +337.4% |
| HBAN HUNTINGTON BANCSHARES… | 298.94K | 1.31M | +336.6% |
| AES AES CORP | 407.46K | 1.75M | +329.7% |
| GPK GRAPHIC PACKAGING HLDG… | 32.30K | 135.69K | +320.2% |
| CMI CUMMINS INC | 28.93K | 120.82K | +317.7% |
| UNM UNUM GROUP | 34.80K | 142.30K | +308.9% |
| Q QNITY ELECTRONICS INC | 63.23K | 255.05K | +303.4% |
| TYL TYLER TECHNOLOGIES INC | 7.41K | 29.69K | +300.5% |
| MDB MONGODB INC | 7.80K | 31.20K | +300.1% |
| IWF ISHARES TR | 152.75K | 611.00K | +300.0% |
| VO VANGUARD INDEX FDS | 759 | 3.04K | +300.0% |
| SBUX STARBUCKS CORP | 36.20K | 142.90K | +294.7% |
| RL RALPH LAUREN CORP | 20.16K | 75.20K | +272.9% |
| DOV DOVER CORP | 18.46K | 66.64K | +260.9% |
| GLW CORNING INC | 108.22K | 388.39K | +258.9% |
| VEEV VEEVA SYS INC | 11.13K | 39.89K | +258.4% |
| NTNX NUTANIX INC | 126.80K | 440.00K | +247.0% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
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