Lester Murray Antman dba SimplyRich
CARLSBAD CA · SEC CIK 0001725888
$57.39亿2026Q2 申报市值
166持仓数
94.8%前十大占比 · 第一大 85.6%
6 / 73新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/A 加仓+$49.11亿
LMT 加仓+$3.28亿
LRCX 加仓+$2,898.80万
VIG 加仓+$2,283.12万
IBM 加仓+$1,373.01万
2026Q2 卖出最多 按季末市值估算
AZN 清仓-$178.40万
LVMH MOET HENNES 清仓-$161.60万
ABBNY 清仓-$145.40万
NTT INC 清仓-$108.70万
KOMATSU LTD 清仓-$69.00万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CRH | CRH PLC | $43.60万 | 0.01% | 4,084 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $44.30万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $44.60万 | 0.01% | 6,199 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $44.70万 | 0.01% | 2,111 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $45.10万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $45.70万 | 0.01% | 22,107 | -3,555 | -13.9% | -$7.35万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $46.20万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $46.30万 | 0.01% | 33,166 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $47.50万 | 0.01% | 56,361 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $48.60万 | 0.01% | 3,339 | 3,339 | — | $48.60万 | 新建仓 |
| ORCL | ORACLE CORP | $49.20万 | 0.01% | 3,363 | -750 | -18.2% | -$10.97万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $50.10万 | 0.01% | 2,100 | 51 | 2.5% | $1.22万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $51.50万 | 0.01% | 1,973 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $51.80万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $55.50万 | 0.01% | 34,376 | 3 | 0.0% | $48 | 加仓 |
| DLS | WISDOMTREE TR | $59.50万 | 0.01% | 7,110 | -786 | -10.0% | -$6.58万 | 减仓 |
| META | META PLATFORMS INC | $59.60万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $61.30万 | 0.01% | 106,105 | 140 | 0.1% | $809 | 加仓 |
| ENB | ENBRIDGE INC | $62.30万 | 0.01% | 11,493 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES N | $63.00万 | 0.01% | 11,976 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $63.20万 | 0.01% | 6,728 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.70万 | 0.01% | 6,924 | 2,934 | 73.5% | $26.99万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $65.10万 | 0.01% | 2,501 | 0 | 0.0% | — | 不变 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $65.50万 | 0.01% | 20,602 | -51 | -0.2% | -$1,621 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $65.80万 | 0.01% | 14,885 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $67.70万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $68.00万 | 0.01% | 2,051 | 340 | 19.9% | $11.27万 | 加仓 |
| WM | WASTE MGMT INC DEL | $69.50万 | 0.01% | 3,121 | -16 | -0.5% | -$3,563 | 减仓 |
| GFI | GOLD FIELDS LTD | $69.90万 | 0.01% | 20,835 | 3,530 | 20.4% | $11.84万 | 加仓 |
| TTE | TOTALENERGIES SE | $71.20万 | 0.01% | 9,161 | 1,126 | 14.0% | $8.75万 | 加仓 |
| TRP | TC ENERGY CORP | $72.70万 | 0.01% | 10,982 | -85 | -0.8% | -$5,627 | 减仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $74.10万 | 0.01% | 70,179 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $74.50万 | 0.01% | 17,270 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $74.80万 | 0.01% | 4,595 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC | $75.90万 | 0.01% | 5,931 | 1,005 | 20.4% | $12.86万 | 加仓 |
| NMR | NOMURA HLDGS INC | $77.30万 | 0.01% | 88,146 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $77.40万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $77.80万 | 0.01% | 6,059 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $78.60万 | 0.01% | 2,247 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $80.00万 | 0.01% | 17,749 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $87.80万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $94.50万 | 0.02% | 36,367 | 4,434 | 13.9% | $11.52万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $96.60万 | 0.02% | 2,239 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $100.60万 | 0.02% | 8,088 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $102.50万 | 0.02% | 1,351 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $103.70万 | 0.02% | 9,398 | 3,991 | 73.8% | $44.04万 | 加仓 |
| PEP | PEPSICO INC | $105.60万 | 0.02% | 6,285 | 1,109 | 21.4% | $18.63万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $106.90万 | 0.02% | 13,222 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $108.80万 | 0.02% | 35,806 | 30,798 | 615.0% | $93.58万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $112.60万 | 0.02% | 7,558 | -805 | -9.6% | -$11.99万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $115.50万 | 0.02% | 23,237 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $117.50万 | 0.02% | 14,942 | 1,562 | 11.7% | $12.28万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $120.70万 | 0.02% | 49,170 | -3,185 | -6.1% | -$7.82万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $122.10万 | 0.02% | 12,427 | 1,922 | 18.3% | $18.88万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $127.40万 | 0.02% | 19,727 | 6,912 | 53.9% | $44.64万 | 加仓 |
| GRMN | GARMIN LTD | $130.10万 | 0.02% | 5,479 | 223 | 4.2% | $5.30万 | 加仓 |
| NKE | NIKE INC | $131.20万 | 0.02% | 36,182 | 11,608 | 47.2% | $42.09万 | 加仓 |
| RKT | ROCKET COS INC | $133.00万 | 0.02% | 84,447 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $135.60万 | 0.02% | 5,777 | 124 | 2.2% | $2.91万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $139.10万 | 0.02% | 11,746 | 4,899 | 71.5% | $58.02万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $146.40万 | 0.03% | 11,895 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $150.50万 | 0.03% | 35,351 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $164.50万 | 0.03% | 20,857 | 10,290 | 97.4% | $81.16万 | 加仓 |
| KO | COCA COLA CO | $166.20万 | 0.03% | 19,959 | 7,335 | 58.1% | $61.08万 | 加仓 |
| SRE | SEMPRA | $171.50万 | 0.03% | 16,468 | 5,027 | 43.9% | $52.35万 | 加仓 |
| INTC | INTEL CORP | $173.50万 | 0.03% | 12,431 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $173.90万 | 0.03% | 7,811 | 3,910 | 100.2% | $87.05万 | 加仓 |
| CVS | CVS HEALTH CORP | $175.80万 | 0.03% | 20,144 | 9,840 | 95.5% | $85.88万 | 加仓 |
| CME | CME GROUP INC | $179.90万 | 0.03% | 8,147 | -14 | -0.2% | -$3,091 | 减仓 |
| RSG | REPUBLIC SVCS INC | $182.50万 | 0.03% | 38,891 | 33,676 | 645.8% | $158.03万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $184.10万 | 0.03% | 12,603 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $184.20万 | 0.03% | 30,646 | 2,574 | 9.2% | $15.47万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $185.30万 | 0.03% | 33,619 | 23,029 | 217.5% | $126.93万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $188.90万 | 0.03% | 7,560 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $188.90万 | 0.03% | 17,093 | 9,718 | 131.8% | $107.40万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $190.70万 | 0.03% | 143,872 | -7 | -0.0% | -$93 | 减仓 |
| NGG | NATIONAL GRID PLC | $190.90万 | 0.03% | 62,150 | 48,340 | 350.0% | $148.48万 | 加仓 |
| FDX | FEDEX CORP | $191.00万 | 0.03% | 6,100 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $191.00万 | 0.03% | 2,042 | -5 | -0.2% | -$4,677 | 减仓 |
| IMO | IMPERIAL OIL LTD | $192.20万 | 0.03% | 17,166 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $193.00万 | 0.03% | 16,468 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $195.40万 | 0.03% | 16,394 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $195.90万 | 0.03% | 30,354 | 1,721 | 6.0% | $11.11万 | 加仓 |
| RACE | FERRARI N V | $197.00万 | 0.03% | 5,293 | 58 | 1.1% | $2.16万 | 加仓 |
| ACWV | ISHARES INC | $197.80万 | 0.03% | 16,459 | 38 | 0.2% | $4,567 | 加仓 |
| TGS | TRANSPORTADORA DE GAS SUR | $200.40万 | 0.03% | 67,415 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $201.20万 | 0.04% | 4,845 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $203.20万 | 0.04% | 8,255 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $203.30万 | 0.04% | 48,742 | 36,238 | 289.8% | $151.15万 | 加仓 |
| CAT | CATERPILLAR INC | $212.50万 | 0.04% | 1,996 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $213.10万 | 0.04% | 82,735 | 37,723 | 83.8% | $97.16万 | 加仓 |
| EBAY | EBAY INC. | $214.70万 | 0.04% | 19,220 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $216.60万 | 0.04% | 42,381 | 37,302 | 734.4% | $190.64万 | 加仓 |
| PCAR | PACCAR INC | $220.10万 | 0.04% | 18,327 | -32 | -0.2% | -$3,843 | 减仓 |
| SHEL | SHELL PLC | $227.00万 | 0.04% | 29,281 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $230.80万 | 0.04% | 6,775 | -87 | -1.3% | -$2.96万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $235.40万 | 0.04% | 82,768 | 67,686 | 448.8% | $192.51万 | 加仓 |
| RELX | RELX PLC | $235.70万 | 0.04% | 74,441 | 268 | 0.4% | $8,486 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $240.80万 | 0.04% | 6,229 | 148 | 2.4% | $5.72万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $249.00万 | 0.04% | 15,503 | 6,335 | 69.1% | $101.75万 | 加仓 |