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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $251.30万 | 0.04% | 22,013 | 18,946 | 617.7% | $216.29万 | 加仓 |
| RBA | RB GLOBAL INC | $251.50万 | 0.04% | 21,603 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $252.70万 | 0.04% | 66,449 | 3,215 | 5.1% | $12.23万 | 加仓 |
| AMZN | AMAZON COM INC | $253.70万 | 0.04% | 10,646 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $265.10万 | 0.05% | 5,162 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $275.50万 | 0.05% | 14,522 | 306 | 2.2% | $5.81万 | 加仓 |
| NVS | NOVARTIS AG | $278.30万 | 0.05% | 17,763 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $282.20万 | 0.05% | 7,471 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $290.90万 | 0.05% | 10,764 | -40 | -0.4% | -$1.08万 | 减仓 |
| AMGN | AMGEN INC | $325.80万 | 0.06% | 8,999 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $326.80万 | 0.06% | 118,328 | -9,759 | -7.6% | -$26.95万 | 减仓 |
| CI | THE CIGNA GROUP | $341.20万 | 0.06% | 12,379 | -88 | -0.7% | -$2.43万 | 减仓 |
| TJX | TJX COS INC NEW | $356.00万 | 0.06% | 23,503 | 145 | 0.6% | $2.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $363.20万 | 0.06% | 7,259 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V | $364.00万 | 0.06% | 1,830 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $392.40万 | 0.07% | 5,194 | 2 | 0.0% | $1,511 | 加仓 |
| CSCO | CISCO SYS INC | $409.30万 | 0.07% | 34,849 | -129 | -0.4% | -$1.52万 | 减仓 |
| NVO | NOVO-NORDISK A S | $466.30万 | 0.08% | 97,277 | 12,536 | 14.8% | $60.09万 | 加仓 |
| WMT | WALMART INC | $517.40万 | 0.09% | 45,683 | -44 | -0.1% | -$4,983 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $525.60万 | 0.09% | 30,164 | 283 | 0.9% | $4.93万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $555.00万 | 0.10% | 26,084 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $589.30万 | 0.10% | 16,711 | -227 | -1.3% | -$8.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $641.80万 | 0.11% | 15,443 | 342 | 2.3% | $14.21万 | 加仓 |
| V | VISA INC | $808.00万 | 0.14% | 23,551 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $962.30万 | 0.17% | 25,800 | -17 | -0.1% | -$6,341 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,361.11万 | 0.24% | 50,324 | 46,057 | 1,079.4% | $1,245.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,511.25万 | 0.26% | 53,741 | 48,825 | 993.2% | $1,373.01万 | 加仓 |
| EFAV | ISHARES TR | $1,633.00万 | 0.28% | 186,185 | -127 | -0.1% | -$1.11万 | 减仓 |
| EEMV | ISHARES INC | $1,648.10万 | 0.29% | 218,941 | -3,494 | -1.6% | -$26.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,662.70万 | 0.29% | 34,816 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,835.30万 | 0.32% | 15,900 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2,185.90万 | 0.38% | 226,613 | 8,670 | 4.0% | $83.63万 | 加仓 |
| GOOGL | ALPHABET INC | $2,205.70万 | 0.38% | 61,722 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,356.52万 | 0.41% | 99,591 | 96,489 | 3,110.5% | $2,283.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,039.20万 | 0.53% | 70,136 | 66,896 | 2,064.7% | $2,898.80万 | 加仓 |
| AAPL | APPLE INC | $3,102.40万 | 0.54% | 107,218 | -27 | -0.0% | -$7,813 | 减仓 |
| GOOG | ALPHABET INC | $3,367.50万 | 0.59% | 95,308 | -28 | -0.0% | -$9,893 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3.30亿 | 5.74% | 646,871 | 643,745 | 20,593.3% | $3.28亿 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $49.12亿 | 85.59% | 6,560 | 6,558 | 327,900.0% | $49.11亿 | 加仓 |