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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $210.20万 | 0.54% | 4,845 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $212.00万 | 0.54% | 18,359 | 396 | 2.2% | $4.57万 | 加仓 |
| FDX | FEDEX CORP | $217.20万 | 0.56% | 6,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $221.70万 | 0.57% | 10,646 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $223.60万 | 0.57% | 6,862 | -32 | -0.5% | -$1.04万 | 减仓 |
| IMO | IMPERIAL OIL LTD F | $224.50万 | 0.57% | 17,166 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $226.10万 | 0.58% | 143,879 | -3,840 | -2.6% | -$6.03万 | 减仓 |
| AVGO | BROADCOM INC | $231.20万 | 0.59% | 7,471 | 0 | 0.0% | — | 不变 |
| TGS | TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $233.30万 | 0.60% | 67,415 | 2,019 | 3.1% | $6.99万 | 加仓 |
| CME | CME GROUP INC CLASS CLASS A | $241.00万 | 0.62% | 8,161 | 12 | 0.1% | $3,544 | 加仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $241.70万 | 0.62% | 1,830 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $245.80万 | 0.63% | 74,173 | -1,794 | -2.4% | -$5.95万 | 减仓 |
| MA | MASTERCARD INC CLASS CLASS A | $257.90万 | 0.66% | 5,162 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $271.30万 | 0.69% | 34,978 | -181 | -0.5% | -$1.40万 | 减仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $271.30万 | 0.69% | 17,763 | -7 | -0.0% | -$1,069 | 减仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $272.30万 | 0.70% | 29,281 | -78 | -0.3% | -$7,254 | 减仓 |
| RTX | RTX CORP | $274.20万 | 0.70% | 14,216 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $311.40万 | 0.80% | 84,741 | -1,506 | -1.7% | -$5.53万 | 减仓 |
| AMGN | AMGEN INC | $316.60万 | 0.81% | 8,999 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $322.10万 | 0.82% | 128,087 | -12,117 | -8.6% | -$30.47万 | 减仓 |
| CI | THE CIGNA GROUP | $332.50万 | 0.85% | 12,467 | -37 | -0.3% | -$9,868 | 减仓 |
| MCD | MCDONALDS CORP | $335.70万 | 0.86% | 10,804 | -19 | -0.2% | -$5,904 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $347.80万 | 0.89% | 7,259 | -18 | -0.2% | -$8,624 | 减仓 |
| TJX | TJX COS INC NEW | $373.00万 | 0.95% | 23,358 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $408.60万 | 1.05% | 15,101 | -100 | -0.7% | -$2.71万 | 减仓 |
| MCK | MCKESSON CORP | $449.20万 | 1.15% | 5,192 | -1 | -0.0% | -$865 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $500.60万 | 1.28% | 26,084 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $514.10万 | 1.32% | 29,881 | 171 | 0.6% | $2.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $537.10万 | 1.37% | 15,900 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $557.00万 | 1.42% | 16,938 | -133 | -0.8% | -$4.37万 | 减仓 |
| WMT | WALMART INC | $568.20万 | 1.45% | 45,727 | -64 | -0.1% | -$7,953 | 减仓 |
| V | VISA INC CLASS CLASS A | $711.80万 | 1.82% | 23,551 | -1 | -0.0% | -$302 | 减仓 |
| MSFT | MICROSOFT CORP | $955.60万 | 2.44% | 25,817 | -22 | -0.1% | -$8,143 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1,176.60万 | 3.01% | 34,816 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $1,439.80万 | 3.68% | 222,435 | -3,968 | -1.8% | -$25.68万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1,702.30万 | 4.35% | 186,312 | -4,543 | -2.4% | -$41.51万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $1,774.80万 | 4.54% | 61,722 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $2,021.20万 | 5.17% | 217,943 | -2,771 | -1.3% | -$25.70万 | 减仓 |
| AAPL | APPLE INC | $2,721.70万 | 6.96% | 107,245 | -144 | -0.1% | -$3.65万 | 减仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $2,734.80万 | 7.00% | 95,336 | -479 | -0.5% | -$13.74万 | 减仓 |