13F 机构持仓

Lester Murray Antman dba SimplyRich

CARLSBAD CA · SEC CIK 0001725888

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$57.39亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/A 85.6%
LMT 5.7%
GOOG 0.6%
AAPL 0.5%
LRCX 0.5%
VIG 0.4%
GOOGL 0.4%
USMV 0.4%
MU 0.3%
TSM 0.3%

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
AZN ASTRAZENECA PLC F $00.00%0 -9,047-100.0% -$178.40万 清仓
— LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS $00.00%0 -14,800-100.0% -$161.60万 清仓
ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -18,073-100.0% -$145.40万 清仓
— NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS $00.00%0 -43,611-100.0% -$108.70万 清仓
— KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -17,600-100.0% -$69.00万 清仓
— SCHWAB PRIME ADVANTAGE MONEY INVESTOR $00.00%0 -683,773-100.0% -$68.30万 清仓
— ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS $00.00%0 -15,929-100.0% -$66.90万 清仓
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $00.00%0 -65,763-100.0% -$65.80万 清仓
RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -46,059-100.0% -$63.70万 清仓
— BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $00.00%0 -61,600-100.0% -$63.50万 清仓
RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -6,721-100.0% -$62.70万 清仓
BIDU BAIDU INC F $00.00%0 -5,501-100.0% -$61.20万 清仓
— VANGUARD TOTAL STOCK MKT IDX ADM $00.00%0 -3,854-100.0% -$60.20万 清仓
SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -28,667-100.0% -$59.30万 清仓
— THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 $00.00%0 -6,508-100.0% -$58.50万 清仓
— FIDELITY INFLATION-PROT BD INDEX $00.00%0 -63,688-100.0% -$58.20万 清仓
DE DEERE & CO $00.00%0 -1,025-100.0% -$57.70万 清仓
TGT TARGET CORP EQUITY CLASS EQUITY $00.00%0 -4,726-100.0% -$57.20万 清仓
TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $00.00%0 -30,702-100.0% -$56.80万 清仓
WPM WHEATON PRECIOUS METAL F $00.00%0 -4,201-100.0% -$55.00万 清仓
— DODGE & COX STOCK I $00.00%0 -32,704-100.0% -$52.60万 清仓
VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -31,852-100.0% -$50.60万 清仓
AZO AUTOZONE INC $00.00%0 -150-100.0% -$50.60万 清仓
PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -35,692-100.0% -$46.80万 清仓
— VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL $00.00%0 -9,239-100.0% -$45.10万 清仓
INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -32,747-100.0% -$44.20万 清仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $00.00%0 -5,155-100.0% -$42.50万 清仓
SCHW CHARLES SCHWAB CORP $00.00%0 -4,510-100.0% -$42.30万 清仓
ERIC ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -37,617-100.0% -$42.30万 清仓
— TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -97,559-100.0% -$42.30万 清仓
— BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS $00.00%0 -27,200-100.0% -$41.70万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -1,203-100.0% -$41.20万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -2,427-100.0% -$40.10万 清仓
SU SUNCOR ENERGY INC NEW F $00.00%0 -5,997-100.0% -$39.60万 清仓
— INTERNATIONAL EQUITY INDEX POOL $00.00%0 -14,421-100.0% -$38.20万 清仓
CVX CHEVRON CORP NEW $00.00%0 -1,832-100.0% -$37.90万 清仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $00.00%0 -3,102-100.0% -$36.70万 清仓
— TOTAL MARKET EQUITY INDEX POOL $00.00%0 -5,728-100.0% -$35.60万 清仓
— FIDELITY TOTAL MARKET INDEX $00.00%0 -1,922-100.0% -$34.40万 清仓
NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -42,586-100.0% -$34.20万 清仓
SYY SYSCO CORP $00.00%0 -4,607-100.0% -$32.80万 清仓
— SCHWAB TOTAL STOCK MARKET INDEX $00.00%0 -20,355-100.0% -$32.00万 清仓
FSLY FASTLY INC CLASS A $00.00%0 -10,733-100.0% -$31.10万 清仓
ZTS ZOETIS INC CLASS CLASS A $00.00%0 -2,631-100.0% -$31.10万 清仓
ADM ARCHER-DANIELS MIDLAND C $00.00%0 -4,126-100.0% -$29.90万 清仓
VRSK VERISK ANALYTICS INC CLASS A $00.00%0 -1,556-100.0% -$29.50万 清仓
PDD PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS $00.00%0 -2,805-100.0% -$28.60万 清仓
— FIDELITY BLUE CHIP GROWTH $00.00%0 -1,156-100.0% -$28.60万 清仓
FHN FIRST HORIZON CORP $00.00%0 -12,530-100.0% -$28.50万 清仓
SNA SNAP ON INC $00.00%0 -769-100.0% -$27.90万 清仓
BAM BROOKFIELD ASSET MGMT FCLASS A $00.00%0 -6,254-100.0% -$27.70万 清仓
CNQ CANADIAN NAT RES LTD F $00.00%0 -5,362-100.0% -$26.10万 清仓
CMI CUMMINS INC $00.00%0 -474-100.0% -$25.50万 清仓
TXN TEXAS INSTRS INC $00.00%0 -1,297-100.0% -$25.10万 清仓
— SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -3,208-100.0% -$25.00万 清仓
PKG PACKAGING CORP AMER $00.00%0 -1,137-100.0% -$24.10万 清仓
— DODGE & COX GLOBAL STOCK I $00.00%0 -15,085-100.0% -$23.60万 清仓
TMO THERMO FISHER SCIENTIFIC $00.00%0 -479-100.0% -$23.50万 清仓
FAST FASTENAL CO $00.00%0 -4,971-100.0% -$23.00万 清仓
RTO RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS $00.00%0 -7,316-100.0% -$23.00万 清仓
TD TORONTO DOMINION BK ON F $00.00%0 -2,400-100.0% -$22.30万 清仓
SUZ SUZANO S A ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -22,179-100.0% -$22.20万 清仓
WDS WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -9,214-100.0% -$22.00万 清仓
EXPD EXPEDITORS INTL WASH INCCLASS CLASS A $00.00%0 -1,484-100.0% -$21.20万 清仓
SLB SLB LIMITED F $00.00%0 -4,117-100.0% -$21.10万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -861-100.0% -$21.00万 清仓
CF CF INDS HLDGS INC $00.00%0 -1,612-100.0% -$20.90万 清仓
RY ROYAL BANK OF CANADA F $00.00%0 -1,287-100.0% -$20.80万 清仓
— KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $00.00%0 -2,600-100.0% -$20.70万 清仓
WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -96,781-100.0% -$20.50万 清仓
IDXX IDEXX LABS INC $00.00%0 -364-100.0% -$20.40万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,444-100.0% -$20.10万 清仓
— CENTRAIS ELETRICAS BRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS $00.00%0 -18,442-100.0% -$20.10万 清仓
NTR NUTRIEN LTD $22.40万0.00%3,559 3,559— $22.40万 新建仓
TCOM TRIP COM GROUP LTD $23.10万0.00%5,819 -183-3.0% -$7,265 减仓
ABEV AMBEV SA $23.50万0.00%75,000 00.0% — 不变
FOX FOX CORP $24.10万0.00%5,161 -259-4.8% -$1.21万 减仓
BKNG BOOKING HOLDINGS INC $24.50万0.00%1,375 00.0% — 不变
BNTX BIONTECH SE $24.70万0.00%2,665 -9-0.3% -$834 减仓
ZTO ZTO EXPRESS CAYMAN INC $24.80万0.00%11,121 -19-0.2% -$424 减仓
COP CONOCOPHILLIPS $25.00万0.00%2,405 2,405— $25.00万 新建仓
MPC MARATHON PETE CORP $25.10万0.00%984 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $25.40万0.00%1,937 -1,323-40.6% -$17.35万 减仓
ALC ALCON AG $25.70万0.00%3,841 -736-16.1% -$4.92万 减仓
BKR BAKER HUGHES COMPANY $28.80万0.01%5,190 50.1% $277 加仓
OTIS OTIS WORLDWIDE CORP $31.60万0.01%4,426 4,426— $31.60万 新建仓
PSA PUBLIC STORAGE OPER CO $31.70万0.01%999 00.0% — 不变
TS TENARIS S A $31.90万0.01%5,756 1562.8% $8,646 加仓
VZ VERIZON COMMUNICATIONS INC $36.50万0.01%8,623 00.0% — 不变
MFC MANULIFE FINL CORP $36.80万0.01%9,105 -53-0.6% -$2,142 减仓
VLO VALERO ENERGY CORP $37.30万0.01%1,435 00.0% — 不变
JANX JANUX THERAPEUTICS INC $37.30万0.01%24,315 00.0% — 不变
VOD VODAFONE GROUP PLC NEW $38.70万0.01%29,263 -34-0.1% -$450 减仓
GLD SPDR GOLD TR $40.10万0.01%1,089 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $40.80万0.01%4,260 00.0% — 不变
PBR/A PETROLEO BRASILEIRO SA PETRO $41.00万0.01%28,035 00.0% — 不变
SKM SK TELECOM CO LTD $41.10万0.01%12,780 00.0% — 不变
B BARRICK MNG CORP $42.00万0.01%11,449 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA/NV $42.40万0.01%5,156 5,156— $42.40万 新建仓
KSPI KASPI KZ JSC $43.00万0.01%4,970 4,970— $43.00万 新建仓