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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $74.30万 | 0.19% | 25,662 | 3,295 | 14.7% | $9.54万 | 加仓 |
| 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 |
| TTE | TOTALENERGIES F | $73.10万 | 0.19% | 8,035 | 8,035 | — | $73.10万 | 新建仓 |
| MRK | MERCK & CO. INC. | $72.80万 | 0.19% | 6,059 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $72.00万 | 0.18% | 3,137 | -39 | -1.2% | -$8,951 | 减仓 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $68.30万 | 0.17% | 683,773 | 683,773 | — | $68.30万 | 新建仓 |
| — | 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 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $66.70万 | 0.17% | 3,102 | 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 |
| SLF | SUN LIFE FINL INC F | $65.70万 | 0.17% | 10,505 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $65.60万 | 0.17% | 5,008 | 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 |
| DLS | WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND | $64.30万 | 0.16% | 7,896 | 0 | 0.0% | — | 不变 |
| 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 |
| — | 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 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $63.40万 | 0.16% | 2,247 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $63.00万 | 0.16% | 4,595 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| ENB | ENBRIDGE INC F | $62.20万 | 0.16% | 11,493 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $61.50万 | 0.16% | 3,375 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTERNTNL S FCLASS CLASS N | $61.30万 | 0.16% | 6,728 | -306 | -4.4% | -$2.79万 | 减仓 |
| BIDU | BAIDU INC F | $61.20万 | 0.16% | 5,501 | -114 | -2.0% | -$1.27万 | 减仓 |
| 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 |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | $60.20万 | 0.15% | 3,854 | 3,854 | — | $60.20万 | 新建仓 |
| 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 |
| 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 |
| — | THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 | $58.50万 | 0.15% | 6,508 | -510 | -7.3% | -$4.58万 | 减仓 |
| — | FIDELITY INFLATION-PROT BD INDEX | $58.20万 | 0.15% | 63,688 | 63,688 | — | $58.20万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $58.10万 | 0.15% | 2,049 | -8 | -0.4% | -$2,268 | 减仓 |
| DE | DEERE & CO | $57.70万 | 0.15% | 1,025 | -13 | -1.3% | -$7,318 | 减仓 |
| WTW | WILLIS TOWERS WATSON P F | $57.30万 | 0.15% | 1,973 | -42 | -2.1% | -$1.22万 | 减仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $57.20万 | 0.15% | 4,726 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $56.80万 | 0.15% | 30,702 | -437 | -1.4% | -$8,085 | 减仓 |
| AON | AON PLC FCLASS CLASS A | $55.20万 | 0.14% | 1,711 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $55.10万 | 0.14% | 4,926 | -2 | -0.0% | -$224 | 减仓 |
| DBP | INVESCO DB PRECIOUS METALS FUND | $55.00万 | 0.14% | 5,000 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METAL F | $55.00万 | 0.14% | 4,201 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $54.80万 | 0.14% | 12,431 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $53.40万 | 0.14% | 4,260 | -2 | -0.0% | -$251 | 减仓 |
| — | DODGE & COX STOCK I | $52.60万 | 0.13% | 32,704 | 32,704 | — | $52.60万 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $52.50万 | 0.13% | 28,035 | 304 | 1.1% | $5,693 | 加仓 |
| AZO | AUTOZONE INC | $50.60万 | 0.13% | 150 | 15 | 11.1% | $5.06万 | 加仓 |
| VALE | VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $50.60万 | 0.13% | 31,852 | 6 | 0.0% | $95 | 加仓 |
| PSO | PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $46.80万 | 0.12% | 35,692 | -2,548 | -6.7% | -$3.34万 | 减仓 |
| GLD | SPDR GOLD SHARES | $46.80万 | 0.12% | 1,089 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP F | $46.70万 | 0.12% | 11,449 | -357 | -3.0% | -$1.46万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE T F | $46.50万 | 0.12% | 3,260 | -116 | -3.4% | -$1.65万 | 减仓 |
| TEL | TE CONNECTIVITY PLC F | $45.90万 | 0.12% | 2,200 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $45.10万 | 0.12% | 694 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL | $45.10万 | 0.12% | 9,239 | 9,239 | — | $45.10万 | 新建仓 |
| INFY | INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $44.20万 | 0.11% | 32,747 | -13,706 | -29.5% | -$18.50万 | 减仓 |
| VOD | VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $44.00万 | 0.11% | 29,297 | -76 | -0.3% | -$1,141 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LT F | $43.80万 | 0.11% | 2,501 | -64 | -2.5% | -$1.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS I | $43.20万 | 0.11% | 8,623 | 367 | 4.4% | $1.84万 | 加仓 |
| CRH | CRH PUBLIC LIMITED CO F | $42.90万 | 0.11% | 4,084 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $42.50万 | 0.11% | 5,155 | -428 | -7.7% | -$3.53万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $42.30万 | 0.11% | 4,510 | 0 | 0.0% | — | 不变 |
| — | TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $42.30万 | 0.11% | 97,559 | -1,780 | -1.8% | -$7,718 | 减仓 |
| ERIC | ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $42.30万 | 0.11% | 37,617 | 37,617 | — | $42.30万 | 新建仓 |
| CMBT | CMB TECH NV F | $41.90万 | 0.11% | 33,166 | -1,040 | -3.0% | -$1.31万 | 减仓 |
| — | BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $41.70万 | 0.11% | 27,200 | 27,200 | — | $41.70万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $41.30万 | 0.11% | 2,111 | 45 | 2.2% | $8,804 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $41.20万 | 0.11% | 1,203 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $40.90万 | 0.10% | 56,361 | -54,725 | -49.3% | -$39.71万 | 减仓 |
| MO | ALTRIA GROUP INC | $40.90万 | 0.10% | 6,199 | -19 | -0.3% | -$1,254 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $40.10万 | 0.10% | 2,427 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW F | $39.60万 | 0.10% | 5,997 | 77 | 1.3% | $5,085 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $38.70万 | 0.10% | 3,400 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $38.40万 | 0.10% | 17,749 | 0 | 0.0% | — | 不变 |
| — | INTERNATIONAL EQUITY INDEX POOL | $38.20万 | 0.10% | 14,421 | 14,421 | — | $38.20万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $37.90万 | 0.10% | 1,832 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS | $37.40万 | 0.10% | 12,780 | 632 | 5.2% | $1.85万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $36.80万 | 0.09% | 3,990 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $36.70万 | 0.09% | 3,102 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $36.70万 | 0.09% | 2,239 | 0 | 0.0% | — | 不变 |
| — | TOTAL MARKET EQUITY INDEX POOL | $35.60万 | 0.09% | 5,728 | 5,728 | — | $35.60万 | 新建仓 |
| VLO | VALERO ENERGY CORP NEW | $35.40万 | 0.09% | 1,435 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $34.40万 | 0.09% | 4,577 | -61 | -1.3% | -$4,585 | 减仓 |
| — | FIDELITY TOTAL MARKET INDEX | $34.40万 | 0.09% | 1,922 | 1,922 | — | $34.40万 | 新建仓 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $34.20万 | 0.09% | 42,586 | 561 | 1.3% | $4,505 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $33.70万 | 0.09% | 24,315 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $32.80万 | 0.08% | 4,607 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $32.50万 | 0.08% | 5,600 | 5,600 | — | $32.50万 | 新建仓 |
| — | SCHWAB TOTAL STOCK MARKET INDEX | $32.00万 | 0.08% | 20,355 | 20,355 | — | $32.00万 | 新建仓 |
| BKR | BAKER HUGHES CO. A CLASS CLASS A | $31.60万 | 0.08% | 5,185 | 5,185 | — | $31.60万 | 新建仓 |
| MFC | MANULIFE FINL CORP F | $31.50万 | 0.08% | 9,158 | 9,158 | — | $31.50万 | 新建仓 |
| FSLY | FASTLY INC CLASS A | $31.10万 | 0.08% | 10,733 | 10,733 | — | $31.10万 | 新建仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $31.10万 | 0.08% | 2,631 | 2,631 | — | $31.10万 | 新建仓 |
| ADM | ARCHER-DANIELS MIDLAND C | $29.90万 | 0.08% | 4,126 | 60 | 1.5% | $4,348 | 加仓 |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $29.80万 | 0.08% | 6,002 | -2,462 | -29.1% | -$12.22万 | 减仓 |
| VRSK | VERISK ANALYTICS INC CLASS A | $29.50万 | 0.08% | 1,556 | 1,556 | — | $29.50万 | 新建仓 |
| FOX | FOX CORP CLASS B | $28.70万 | 0.07% | 5,420 | -259 | -4.6% | -$1.37万 | 减仓 |