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 |
|---|---|---|---|---|---|---|---|---|
| KEYS | KEYSIGHT TECHNOLOGIES INC | $78.60万 | 0.01% | 2,247 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $77.80万 | 0.01% | 6,059 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $77.40万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $77.30万 | 0.01% | 88,146 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC | $75.90万 | 0.01% | 5,931 | 1,005 | 20.4% | $12.86万 | 加仓 |
| DHI | D R HORTON INC | $74.80万 | 0.01% | 4,595 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $74.50万 | 0.01% | 17,270 | 0 | 0.0% | — | 不变 |
| AXIAY | CENTRAIS ELET BRAS SA | $74.10万 | 0.01% | 70,179 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $72.70万 | 0.01% | 10,982 | -85 | -0.8% | -$5,627 | 减仓 |
| TTE | TOTALENERGIES SE | $71.20万 | 0.01% | 9,161 | 1,126 | 14.0% | $8.75万 | 加仓 |
| GFI | GOLD FIELDS LTD | $69.90万 | 0.01% | 20,835 | 3,530 | 20.4% | $11.84万 | 加仓 |
| WM | WASTE MGMT INC DEL | $69.50万 | 0.01% | 3,121 | -16 | -0.5% | -$3,563 | 减仓 |
| AON | AON PLC | $68.00万 | 0.01% | 2,051 | 340 | 19.9% | $11.27万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $67.70万 | 0.01% | 3,375 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $65.80万 | 0.01% | 14,885 | 0 | 0.0% | — | 不变 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $65.50万 | 0.01% | 20,602 | -51 | -0.2% | -$1,621 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $65.10万 | 0.01% | 2,501 | 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 |
| LOGI | LOGITECH INTL S A | $63.20万 | 0.01% | 6,728 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES N | $63.00万 | 0.01% | 11,976 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $62.30万 | 0.01% | 11,493 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $61.30万 | 0.01% | 106,105 | 140 | 0.1% | $809 | 加仓 |
| META | META PLATFORMS INC | $59.60万 | 0.01% | 1,059 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $59.50万 | 0.01% | 7,110 | -786 | -10.0% | -$6.58万 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $55.50万 | 0.01% | 34,376 | 3 | 0.0% | $48 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $51.80万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $51.50万 | 0.01% | 1,973 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $50.10万 | 0.01% | 2,100 | 51 | 2.5% | $1.22万 | 加仓 |
| ORCL | ORACLE CORP | $49.20万 | 0.01% | 3,363 | -750 | -18.2% | -$10.97万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $48.60万 | 0.01% | 3,339 | 3,339 | — | $48.60万 | 新建仓 |
| AEG | AEGON LTD | $47.50万 | 0.01% | 56,361 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $46.30万 | 0.01% | 33,166 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $46.20万 | 0.01% | 5,000 | 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 |
| A | AGILENT TECHNOLOGIES INC | $45.10万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $44.70万 | 0.01% | 2,111 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $44.60万 | 0.01% | 6,199 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $44.30万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $43.60万 | 0.01% | 4,084 | 0 | 0.0% | — | 不变 |
| KSPI | KASPI KZ JSC | $43.00万 | 0.01% | 4,970 | 4,970 | — | $43.00万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $42.40万 | 0.01% | 5,156 | 5,156 | — | $42.40万 | 新建仓 |
| B | BARRICK MNG CORP | $42.00万 | 0.01% | 11,449 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $41.10万 | 0.01% | 12,780 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO SA PETRO | $41.00万 | 0.01% | 28,035 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $40.80万 | 0.01% | 4,260 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $40.10万 | 0.01% | 1,089 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW | $38.70万 | 0.01% | 29,263 | -34 | -0.1% | -$450 | 减仓 |
| VLO | VALERO ENERGY CORP | $37.30万 | 0.01% | 1,435 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $37.30万 | 0.01% | 24,315 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $36.80万 | 0.01% | 9,105 | -53 | -0.6% | -$2,142 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.50万 | 0.01% | 8,623 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $31.90万 | 0.01% | 5,756 | 156 | 2.8% | $8,646 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $31.70万 | 0.01% | 999 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $31.60万 | 0.01% | 4,426 | 4,426 | — | $31.60万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $28.80万 | 0.01% | 5,190 | 5 | 0.1% | $277 | 加仓 |
| ALC | ALCON AG | $25.70万 | 0.00% | 3,841 | -736 | -16.1% | -$4.92万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $25.40万 | 0.00% | 1,937 | -1,323 | -40.6% | -$17.35万 | 减仓 |
| MPC | MARATHON PETE CORP | $25.10万 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $25.00万 | 0.00% | 2,405 | 2,405 | — | $25.00万 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $24.80万 | 0.00% | 11,121 | -19 | -0.2% | -$424 | 减仓 |
| BNTX | BIONTECH SE | $24.70万 | 0.00% | 2,665 | -9 | -0.3% | -$834 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $24.50万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $24.10万 | 0.00% | 5,161 | -259 | -4.8% | -$1.21万 | 减仓 |
| ABEV | AMBEV SA | $23.50万 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $23.10万 | 0.00% | 5,819 | -183 | -3.0% | -$7,265 | 减仓 |
| NTR | NUTRIEN LTD | $22.40万 | 0.00% | 3,559 | 3,559 | — | $22.40万 | 新建仓 |
| AZN | ASTRAZENECA PLC F | $0 | 0.00% | 0 | -9,047 | -100.0% | -$178.40万 | 清仓 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $0 | 0.00% | 0 | -14,800 | -100.0% | -$161.60万 | 清仓 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -18,073 | -100.0% | -$145.40万 | 清仓 |
| — | NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS | $0 | 0.00% | 0 | -43,611 | -100.0% | -$108.70万 | 清仓 |
| — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -17,600 | -100.0% | -$69.00万 | 清仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $0 | 0.00% | 0 | -683,773 | -100.0% | -$68.30万 | 清仓 |
| — | ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $0 | 0.00% | 0 | -15,929 | -100.0% | -$66.90万 | 清仓 |
| HLN | HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -65,763 | -100.0% | -$65.80万 | 清仓 |
| RDY | DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -46,059 | -100.0% | -$63.70万 | 清仓 |
| — | BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -61,600 | -100.0% | -$63.50万 | 清仓 |
| RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -6,721 | -100.0% | -$62.70万 | 清仓 |
| BIDU | BAIDU INC F | $0 | 0.00% | 0 | -5,501 | -100.0% | -$61.20万 | 清仓 |
| — | VANGUARD TOTAL STOCK MKT IDX ADM | $0 | 0.00% | 0 | -3,854 | -100.0% | -$60.20万 | 清仓 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -28,667 | -100.0% | -$59.30万 | 清仓 |
| — | THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 | $0 | 0.00% | 0 | -6,508 | -100.0% | -$58.50万 | 清仓 |
| — | FIDELITY INFLATION-PROT BD INDEX | $0 | 0.00% | 0 | -63,688 | -100.0% | -$58.20万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -1,025 | -100.0% | -$57.70万 | 清仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $0 | 0.00% | 0 | -4,726 | -100.0% | -$57.20万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -30,702 | -100.0% | -$56.80万 | 清仓 |
| WPM | WHEATON PRECIOUS METAL F | $0 | 0.00% | 0 | -4,201 | -100.0% | -$55.00万 | 清仓 |
| — | DODGE & COX STOCK I | $0 | 0.00% | 0 | -32,704 | -100.0% | -$52.60万 | 清仓 |
| VALE | VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -31,852 | -100.0% | -$50.60万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -150 | -100.0% | -$50.60万 | 清仓 |
| PSO | PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -35,692 | -100.0% | -$46.80万 | 清仓 |
| — | VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL | $0 | 0.00% | 0 | -9,239 | -100.0% | -$45.10万 | 清仓 |
| INFY | INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -32,747 | -100.0% | -$44.20万 | 清仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -5,155 | -100.0% | -$42.50万 | 清仓 |
| SCHW | CHARLES SCHWAB CORP | $0 | 0.00% | 0 | -4,510 | -100.0% | -$42.30万 | 清仓 |
| ERIC | ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -37,617 | -100.0% | -$42.30万 | 清仓 |
| — | TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -97,559 | -100.0% | -$42.30万 | 清仓 |
| — | BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $0 | 0.00% | 0 | -27,200 | -100.0% | -$41.70万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -1,203 | -100.0% | -$41.20万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -2,427 | -100.0% | -$40.10万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW F | $0 | 0.00% | 0 | -5,997 | -100.0% | -$39.60万 | 清仓 |