Lester Murray Antman dba SimplyRich
CARLSBAD CA · SEC CIK 0001725888
$3.91亿2026Q1 申报市值
233持仓数
40.4%前十大占比 · 第一大 7.0%
40 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$178.40万
LVMH MOET HENNES 新建仓+$161.60万
UL 新建仓+$159.90万
ABBNY 新建仓+$145.40万
NTT INC 新建仓+$108.70万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$166.00万
TME 清仓-$49.70万
WIT 减仓-$43.33万
EFAV 减仓-$41.51万
AEG 减仓-$39.71万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP EQUITY CLASS EQUITY | $57.20万 | 0.15% | 4,726 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON P F | $57.30万 | 0.15% | 1,973 | -42 | -2.1% | -$1.22万 | 减仓 |
| DE | DEERE & CO | $57.70万 | 0.15% | 1,025 | -13 | -1.3% | -$7,318 | 减仓 |
| LNG | CHENIERE ENERGY INC | $58.10万 | 0.15% | 2,049 | -8 | -0.4% | -$2,268 | 减仓 |
| — | FIDELITY INFLATION-PROT BD INDEX | $58.20万 | 0.15% | 63,688 | 63,688 | — | $58.20万 | 新建仓 |
| — | THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 | $58.50万 | 0.15% | 6,508 | -510 | -7.3% | -$4.58万 | 减仓 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $59.30万 | 0.15% | 28,667 | -1,060 | -3.6% | -$2.19万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $60.00万 | 0.15% | 5,407 | -60 | -1.1% | -$6,658 | 减仓 |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | $60.20万 | 0.15% | 3,854 | 3,854 | — | $60.20万 | 新建仓 |
| ORCL | ORACLE CORP | $60.50万 | 0.15% | 4,113 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS CLASS A | $60.50万 | 0.15% | 1,059 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC F | $61.20万 | 0.16% | 5,501 | -114 | -2.0% | -$1.27万 | 减仓 |
| LOGI | LOGITECH INTERNTNL S FCLASS CLASS N | $61.30万 | 0.16% | 6,728 | -306 | -4.4% | -$2.79万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $61.50万 | 0.16% | 3,375 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC F | $62.20万 | 0.16% | 11,493 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $62.70万 | 0.16% | 6,721 | -70 | -1.0% | -$6,530 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $62.80万 | 0.16% | 14,885 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $63.00万 | 0.16% | 4,595 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $63.40万 | 0.16% | 2,247 | 0 | 0.0% | — | 不变 |
| — | BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $63.50万 | 0.16% | 61,600 | 61,600 | — | $63.50万 | 新建仓 |
| RDY | DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $63.70万 | 0.16% | 46,059 | 3,274 | 7.7% | $4.53万 | 加仓 |
| DLS | WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND | $64.30万 | 0.16% | 7,896 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $64.60万 | 0.17% | 21,193 | -485 | -2.2% | -$1.48万 | 减仓 |
| EMR | EMERSON ELEC CO | $65.60万 | 0.17% | 5,008 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINL INC F | $65.70万 | 0.17% | 10,505 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $65.80万 | 0.17% | 65,763 | -588 | -0.9% | -$5,883 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $66.70万 | 0.17% | 3,102 | 0 | 0.0% | — | 不变 |
| — | ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $66.90万 | 0.17% | 15,929 | 15,929 | — | $66.90万 | 新建仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $68.30万 | 0.17% | 683,773 | 683,773 | — | $68.30万 | 新建仓 |
| — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $69.00万 | 0.18% | 17,600 | 17,600 | — | $69.00万 | 新建仓 |
| TRP | TC ENERGY CORP F | $69.20万 | 0.18% | 11,067 | -2 | -0.0% | -$125 | 减仓 |
| LRCX | LAM RESH CORP | $69.20万 | 0.18% | 3,240 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $69.50万 | 0.18% | 88,146 | 13,067 | 17.4% | $10.30万 | 加仓 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $71.30万 | 0.18% | 34,373 | 279 | 0.8% | $5,787 | 加仓 |
| WM | WASTE MGMT INC DEL | $72.00万 | 0.18% | 3,137 | -39 | -1.2% | -$8,951 | 减仓 |
| MRK | MERCK & CO. INC. | $72.80万 | 0.19% | 6,059 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $73.10万 | 0.19% | 8,035 | 8,035 | — | $73.10万 | 新建仓 |
| CVS | CVS HEALTH CORP | $74.00万 | 0.19% | 10,304 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $74.00万 | 0.19% | 1,493 | 321 | 27.4% | $15.91万 | 加仓 |
| T | AT&T INC | $74.30万 | 0.19% | 25,662 | 3,295 | 14.7% | $9.54万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $74.90万 | 0.19% | 12,815 | -103 | -0.8% | -$6,020 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | $76.00万 | 0.19% | 20,653 | -280 | -1.3% | -$1.03万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $77.10万 | 0.20% | 13,380 | -675 | -4.8% | -$3.89万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $78.10万 | 0.20% | 17,270 | -1,100 | -6.0% | -$4.97万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $78.10万 | 0.20% | 3,700 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $78.50万 | 0.20% | 17,305 | 0 | 0.0% | — | 不变 |
| AXIAY | AXIA ENERGIA ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $79.10万 | 0.20% | 70,179 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $80.30万 | 0.21% | 5,176 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $81.30万 | 0.21% | 31,933 | 20,267 | 173.7% | $51.60万 | 加仓 |
| UNP | UNION PAC CORP | $94.60万 | 0.24% | 3,901 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $96.00万 | 0.25% | 12,624 | 141 | 1.1% | $1.07万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | $96.40万 | 0.25% | 11,976 | 81 | 0.7% | $6,520 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $98.00万 | 0.25% | 5,653 | -90 | -1.6% | -$1.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $98.80万 | 0.25% | 6,847 | -7 | -0.1% | -$1,010 | 减仓 |
| DIS | DISNEY WALT CO | $101.80万 | 0.26% | 10,567 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $103.10万 | 0.26% | 5,079 | -926 | -15.4% | -$18.80万 | 减仓 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $103.10万 | 0.26% | 12,504 | 59 | 0.5% | $4,865 | 加仓 |
| KOF | COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $103.30万 | 0.26% | 10,590 | -175 | -1.6% | -$1.71万 | 减仓 |
| RZV | INVESCO S&P SMALLCAP 600PURE VALUE ETF | $104.00万 | 0.27% | 8,363 | -158 | -1.9% | -$1.96万 | 减仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | $106.30万 | 0.27% | 23,237 | 0 | 0.0% | — | 不变 |
| — | NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS | $108.70万 | 0.28% | 43,611 | 43,611 | — | $108.70万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $111.00万 | 0.28% | 4,267 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $111.10万 | 0.28% | 11,441 | -67 | -0.6% | -$6,506 | 减仓 |
| RSG | REPUBLIC SVCS INC | $114.20万 | 0.29% | 5,215 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYSTEMS LTD F | $114.70万 | 0.29% | 1,351 | 0 | 0.0% | — | 不变 |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $116.80万 | 0.30% | 13,810 | 47 | 0.3% | $3,975 | 加仓 |
| IBM | IBM CORP | $119.10万 | 0.30% | 4,916 | -24 | -0.5% | -$5,814 | 减仓 |
| RKT | ROCKET COMPANIES CLA A CLASS A | $120.30万 | 0.31% | 84,447 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD F | $121.90万 | 0.31% | 5,256 | -76 | -1.4% | -$1.76万 | 减仓 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $126.20万 | 0.32% | 7,375 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC F | $128.70万 | 0.33% | 13,222 | -307 | -2.3% | -$2.99万 | 减仓 |
| NKE | NIKE INC CLASS CLASS B | $129.70万 | 0.33% | 24,574 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $133.70万 | 0.34% | 15,082 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $141.40万 | 0.36% | 1,996 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP FCLASS A | $143.00万 | 0.37% | 35,351 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $143.60万 | 0.37% | 2 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $145.40万 | 0.37% | 18,073 | 18,073 | — | $145.40万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $149.30万 | 0.38% | 7,560 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CLASS A | $150.30万 | 0.38% | 52,355 | 3,066 | 6.2% | $8.80万 | 加仓 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $159.90万 | 0.41% | 28,072 | 28,072 | — | $159.90万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $160.30万 | 0.41% | 8,088 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $161.60万 | 0.41% | 14,800 | 14,800 | — | $161.60万 | 新建仓 |
| BVN | COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $162.20万 | 0.41% | 45,012 | -716 | -1.6% | -$2.58万 | 减仓 |
| JCI | JOHNSON CONTROLS INT F | $165.00万 | 0.42% | 12,603 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO F | $168.40万 | 0.43% | 16,394 | 200 | 1.2% | $2.05万 | 加仓 |
| PNC | PNC FINL SERVICES | $171.70万 | 0.44% | 8,255 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $174.90万 | 0.45% | 19,220 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V NEW F | $177.10万 | 0.45% | 5,235 | -84 | -1.6% | -$2.84万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $178.00万 | 0.46% | 6,081 | 52 | 0.9% | $1.52万 | 加仓 |
| AZN | ASTRAZENECA PLC F | $178.40万 | 0.46% | 9,047 | 9,047 | — | $178.40万 | 新建仓 |
| AFL | AFLAC INC | $180.60万 | 0.46% | 16,468 | -149 | -0.9% | -$1.63万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $187.00万 | 0.48% | 11,895 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $188.90万 | 0.48% | 9,168 | -40 | -0.4% | -$8,242 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $188.90万 | 0.48% | 3,126 | -30 | -1.0% | -$1.81万 | 减仓 |
| IX | ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $189.60万 | 0.49% | 63,234 | -87 | -0.1% | -$2,609 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $196.20万 | 0.50% | 16,421 | 315 | 2.0% | $3.76万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $203.90万 | 0.52% | 2,047 | -31 | -1.5% | -$3.09万 | 减仓 |
| RBA | RB GLOBAL INC F | $207.00万 | 0.53% | 21,603 | -7 | -0.0% | -$671 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $209.20万 | 0.54% | 3,067 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC FCLASS CLASS A | $209.30万 | 0.54% | 28,633 | -829 | -2.8% | -$6.06万 | 减仓 |