CIK: 0001228242
申報總市值
US$159.7億
申報季度: 2026-06-30 · 持股檔數: 663
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp在最新一期 13F 報告中揭露了 663 項持股,申報期為 2026-06-30,總持股市值約為 US$159.7億,季度換手率為 38.5%。
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 目前揭露的持股,Herfindahl 集中度指數為 0.013——換算下來相當於約 75 個等權重部位,明顯低於其實際揭露的 663 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位,而非廣泛分散。
整體部位大小差異頗大(變異係數為 2.80),除了少數重倉部位外,還有許多規模較小的持股。
最新申報季度中,並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
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減碼 HYG
-97.9% -US$11.6億
減碼 BG
-52.5% -US$3.5億
減碼 USHY
-41.6% -US$3.4億
加碼 RY
+18.0% US$2.0億
加碼 TD
+4.0% US$1.7億
加碼 MU
+9.0% US$1.4億
截至2026年6月30日的季度申報顯示,BCI最顯著的操作是收縮高收益債部位:HYG權重從7.0%降到0.16%,USHY從4.92%降到3.06%,JNK則出清;同時加碼加拿大銀行股RY、TD、BMO和記憶體廠MU。這是一組方向很一致的資金輪動——從信用債/高收益債轉向金融與半導體,而且動能指標滿分100,顯示整體操作風格傾向順勢。由於個股數變動比例(shares_change_pct)未提供,實際買賣規模只能由權重差推估,無法精確量化。
產業權重以資訊科技26.9%、金融21.6%為兩大支柱,加上能源9.97%,屬於分散度高的組合(HHI僅0.013)。高收益債ETF減碼與銀行、半導體加碼並存,看起來像同一筆「信用收縮、權益動能」的再平衡,但這只是由單季流向推導的可能性,不能直接視為對利率或信用週期的確認。更穩妥的說法是:這些變化與該機構極高的動能傾斜一致,屬於順勢調整,而非逆勢承接。
最大的資料盲點在於所謂的top changes未必等於整季故事:持股662檔、換手率38.47%,大量中大型或小型調整沒有出現在這8個項目中。HYG從7.0%急速縮到0.16%尤其容易解讀成「退出信用債」,但動作欄仍標為trim而非sold_out,可能只是留下極小的殘餘部位,單看權重會高估訊號強度。
本概覽由機器根據該機構於 SEC EDGAR 申報之監管資料自動生成,僅描述過去的申報內容,不構成財務建議。 查看 2026-06-30 原始 Form 13F 申報文件(SEC.gov)
僅顯示前 200 大持股(共 663 檔)
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.34% | +0.11% | -15.75% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.99% | +0.42% | -7.83% | |
| 3 | TD | Toronto-dominion Bank | 股票-金融 | 3.98% | +1.21% | +4.02% | |
| 4 | RY | Royal Bank Of Canada | 股票-金融 | 3.68% | +1.38% | +17.99% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 3.06% | -1.86% | -41.65% | |
| 6 | CNQ | Canadian Natural Resources | 股票-能源 | 2.48% | +0.23% | +28.55% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.27% | -15.83% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.17% | +0.03% | -16.57% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.95% | +0.02% | -23.11% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +0.24% | -9.01% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.53% | +0.40% | +3.32% | |
| 12 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.53% | +0.31% | +21.86% | |
| 13 | TRP | Tc Energy CORP | 股票-能源 | 1.50% | +0.43% | +25.13% | |
| 14 | BG | Bunge Global SA | 股票-非循環性消費 | 1.46% | -1.98% | -52.48% | |
| 15 | BMO | Bank Of Montreal | 股票-金融 | 1.41% | +0.70% | +43.25% | |
| 16 | MU | Micron Technology Inc | 股票-科技 | 1.22% | +0.91% | +8.99% | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 1.18% | +0.23% | +16.22% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.11% | -12.58% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.11% | +0.18% | -0.28% | |
| 20 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.08% | +0.18% | -6.62% | |
| 21 | B | Barrick Mining CORP | 股票-原物料 | 1.00% | +0.50% | +111.07% | |
| 22 | MFC | Manulife Financial CORP | 股票-金融 | 0.98% | +0.48% | +55.12% | |
| 23 | BN | Brookfield CORP | 股票-金融 | 0.95% | +0.32% | +35.61% | |
| 24 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.91% | +0.43% | +40.73% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.22% | -3.67% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.89% | +0.56% | -10.58% | |
| 27 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.85% | -0.13% | +7.25% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.17% | +7.18% | |
| 29 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.72% | +0.19% | +17.31% | |
| 30 | SU | Suncor Energy Inc | 股票-能源 | 0.68% | -0.10% | +1.47% | |
| 31 | RYN | Rayonier Inc | 股票-房地產 | 0.67% | +0.05% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | +0.09% | +5.19% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.42% | +5.74% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | +0.09% | +8.75% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.03% | -11.72% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | +0.32% | +8.82% | |
| 37 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.53% | +0.14% | +10.75% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.08% | +2.08% | |
| 39 | FNV | Franco-nevada CORP | 股票-原物料 | 0.53% | -0.03% | +5.65% | |
| 40 | WCN | Waste Connections Inc | 股票-工業 | 0.52% | -0.10% | -23.26% | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.51% | +0.29% | +8.12% | |
| 42 | AQN | Algonquin Power & Utilities | 股票-其他 | 0.50% | +0.02% | +1.99% | |
| 43 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.50% | +0.32% | +148.39% | |
| 44 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.49% | -0.09% | -7.11% | |
| 45 | CCJ | Cameco CORP | 股票-能源 | 0.48% | +0.06% | +14.21% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | -0.40% | -44.82% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.47% | +0.20% | +8.19% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.19% | +8.75% | |
| 49 | NTR | Nutrien LTD | 股票-原物料 | 0.43% | +0.14% | +70.50% | |
| 50 | CLS | Celestica Inc | 股票-科技 | 0.42% | -0.03% | -32.13% |
Q3 2026績效
+2.6%
近4個季度績效
+18.9%
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2026 Q2 | 663 | US$159.7億 | 38 | ||
| 2026 Q1 | 692 | US$169.5億 | 40 | ||
| 2025 Q4 | 697 | US$189.6億 | 24 | ||
| 2025 Q3 | 683 | US$174.6億 | 33 | ||
| 2025 Q2 | 678 | US$171.9億 | 0 | ||
| 2025 Q1 | 708 | US$162.4億 | 100 | ||
| 2024 Q4 | 728 | US$167.8億 | 0 | ||
| 2024 Q3 | 726 | US$166.6億 | 0 | ||
| 2024 Q2 | 733 | US$165.7億 | 0 | ||
| 2024 Q1 | 789 | US$144.7億 | 0 | ||
| 2023 Q4 | 783 | US$122.4億 | 0 | ||
| 2023 Q3 | 805 | US$105.2億 | 0 | ||
| 2023 Q2 | 804 | US$107.5億 | 0 | ||
| 2023 Q1 | 809 | US$95.9億 | 0 | ||
| 2022 Q4 | 813 | US$91.4億 | 0 | ||
| 2022 Q3 | 821 | US$88.7億 | 0 | ||
| 2022 Q2 | 822 | US$105.4億 | 0 | ||
| 2022 Q1 | 842 | US$156.4億 | 0 | ||
| 2021 Q4 | 837 | US$177.9億 | 0 | ||
| 2021 Q3 | 839 | US$169.9億 | 0 | ||
| 2021 Q2 | 841 | US$162.6億 | 27 | ||
| 2021 Q1 | 826 | US$138.8億 | 30 | ||
| 2020 Q4 | 819 | US$142.7億 | 23 | ||
| 2020 Q3 | 810 | US$121.8億 | 23 | ||
| 2020 Q2 | 798 | US$100.7億 | 57 | ||
| 2020 Q1 | 813 | US$59.0億 | 82 | ||
| 2019 Q4 | 823 | US$134.5億 | 42 | ||
| 2019 Q3 | 786 | US$103.2億 | 26 | ||
| 2019 Q2 | 789 | US$114.3億 | 23 | ||
| 2019 Q1 | 766 | US$112.3億 | 22 | ||
| 2018 Q4 | 762 | US$112.2億 | 42 | ||
| 2018 Q3 | 689 | US$94.5億 | 23 | ||
| 2018 Q2 | 689 | US$113.4億 | 25 | ||
| 2018 Q1 | 687 | US$131.1億 | 18 | ||
| 2017 Q4 | 690 | US$141.9億 | 19 | ||
| 2017 Q3 | 693 | US$129.4億 | 17 | ||
| 2017 Q2 | 694 | US$125.3億 | 16 | ||
| 2017 Q1 | 688 | US$126.0億 | 19 | ||
| 2016 Q4 | 692 | US$114.0億 | 19 | ||
| 2016 Q3 | 678 | US$99.2億 | 20 | ||
| 2016 Q2 | 686 | US$114.0億 | 21 | ||
| 2016 Q1 | 693 | US$106.3億 | 16 | ||
| 2015 Q4 | 685 | US$104.1億 | 25 | ||
| 2015 Q3 | 714 | US$97.8億 | 23 | ||
| 2015 Q2 | 728 | US$105.2億 | 21 | ||
| 2015 Q1 | 714 | US$110.8億 | 27 | ||
| 2014 Q4 | 784 | US$121.2億 | 20 | ||
| 2014 Q3 | 773 | US$119.2億 | 12 | ||
| 2014 Q2 | 779 | US$123.7億 | 15 | ||
| 2014 Q1 | 779 | US$118.7億 | 14 | ||
| 2013 Q4 | 785 | US$126.6億 | 15 | ||
| 2013 Q3 | 767 | US$118.8億 | 15 | ||
| 2013 Q2 | 761 | US$121.4億 | 13 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 在 2026-06-30 最顯著的持倉異動: 清倉: Ss Spdr Bb High Yield Bond (JNK); 清倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 清倉: Ss Industrial Select Sector (XLI); 清倉: Vaneck Pharmaceutical ETF (PPH); 清倉: Ishares Msci Japan ETF (EWJ).
僅顯示變動幅度最大的前 200 項(共 711 項)
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | +1.4% | +17.99% | 加碼 |
| 2 | TD | Toronto-dominion Bank | +1.2% | +4.02% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.9% | +8.99% | 加碼 |
| 4 | BMO | Bank Of Montreal | +0.7% | +43.25% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.6% | -10.58% | 減碼 |
| 6 | B | Barrick Mining CORP | +0.5% | +111.07% | 加碼 |
| 7 | MFC | Manulife Financial CORP | +0.5% | +55.12% | 加碼 |
| 8 | BNS | Bank Of Nova Scotia | +0.4% | +40.73% | 加碼 |
| 9 | TRP | Tc Energy CORP | +0.4% | +25.13% | 加碼 |
| 10 | INTC | Intel CORP | +0.4% | +5.74% | 加碼 |
| 11 | AAPL | Apple Inc | +0.4% | -7.83% | 減碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.4% | +3.32% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.3% | +8.82% | 加碼 |
| 14 | PBA | Pembina Pipeline CORP | +0.3% | +148.39% | 加碼 |
| 15 | BN | Brookfield CORP | +0.3% | +35.61% | 加碼 |
| 16 | SHOP | Shopify Inc - Class A | +0.3% | +21.86% | 加碼 |
| 17 | LRCX | Lam Research CORP | +0.3% | +8.12% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.2% | -9.01% | 減碼 |
| 19 | ENB | Enbridge Inc | +0.2% | +16.22% | 加碼 |
| 20 | CNQ | Canadian Natural Resources | +0.2% | +28.55% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.2% | -3.67% | 減碼 |
| 22 | KLAC | Kla CORP | +0.2% | +985.27% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.2% | +8.19% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.2% | +8.75% | 加碼 |
| 25 | CP | Canadian Pacific Kansas City | +0.2% | +17.31% | 加碼 |
| 26 | CM | Can Imperial Bk Of Commerce | +0.2% | -6.62% | 減碼 |
| 27 | TSLA | Tesla Inc | +0.2% | -0.28% | 減碼 |
| 28 | MRVL | Marvell Technology Inc | +0.2% | +9.30% | 加碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.2% | +7.18% | 加碼 |
| 30 | UNH | Unitedhealth Group Inc | +0.2% | +9.07% | 加碼 |
| 31 | NTR | Nutrien LTD | +0.1% | +70.50% | 加碼 |
| 32 | CNI | Canadian Natl Railway Co | +0.1% | +10.75% | 加碼 |
| 33 | WDC | Western Digital CORP | +0.1% | +9.86% | 加碼 |
| 34 | STX | Seagate Technology Holdings plc | +0.1% | +8.92% | 加碼 |
| 35 | GE | General Electric | +0.1% | +7.72% | 加碼 |
| 36 | TRI | Thomson Reuters CORP | +0.1% | NEW | 新建倉 |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | -18.33% | 減碼 |
| 38 | NVDA | Nvidia CORP | +0.1% | -15.75% | 減碼 |
| 39 | TXN | Texas Instruments Inc | +0.1% | +8.95% | 加碼 |
| 40 | GEV | GE Vernova Inc | +0.1% | +8.03% | 加碼 |
| 41 | ABBV | Abbvie Inc | +0.1% | +8.86% | 加碼 |
| 42 | GLW | Corning Inc | +0.1% | +6.05% | 加碼 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +6.56% | 加碼 |
| 44 | SLF | Sun Life Financial Inc | +0.1% | +0.04% | 加碼 |
| 45 | JNJ | Johnson & Johnson | +0.1% | +8.75% | 加碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.19% | 加碼 |
| 47 | ✓ | +0.1% | NEW | 新建倉 | |
| 48 | TAC | Transalta CORP | +0.1% | +420.85% | 加碼 |
| 49 | DELL | Dell Technologies -c | +0.1% | +3.26% | 加碼 |
| 50 | FTS | Fortis Inc | +0.1% | +45.03% | 加碼 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp重建的 13F 持倉回測顯示,過去 36 個月年化報酬率為 18.8%,跑輸 S&P 500 0.4 個百分點;貝塔係數為 0.92(波動性與大盤大致相當),季度勝率為 44%。
該機構的持股風格高度分散、換手適中。
過去 4 個季度,該機構的換手率評分從 0 升至 38,交易變得更為活躍。
過去兩個季度,該機構持續加碼 TD(+US$3.7億,現達 US$6.4億),同時減碼 MSFT(-US$4.4億,仍持有 US$3.9億)。
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看看其他知名投資大師都持有什麼
以程式化方式存取 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 的機構檔案:
REST API
curl https://alphasmo.com/api/v1/institutions/british-columbia-investment-management-corpCLI 指令
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