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 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $28.60万 | 0.07% | 2,805 | 0 | 0.0% | — | 不变 |
| — | FIDELITY BLUE CHIP GROWTH | $28.60万 | 0.07% | 1,156 | 1,156 | — | $28.60万 | 新建仓 |
| FHN | FIRST HORIZON CORP | $28.50万 | 0.07% | 12,530 | -668 | -5.1% | -$1.52万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $28.00万 | 0.07% | 11,140 | 11,140 | — | $28.00万 | 新建仓 |
| SNA | SNAP ON INC | $27.90万 | 0.07% | 769 | 65 | 9.2% | $2.36万 | 加仓 |
| BAM | BROOKFIELD ASSET MGMT FCLASS A | $27.70万 | 0.07% | 6,254 | -4 | -0.1% | -$177 | 减仓 |
| PSA | PUBLIC STORAGE REIT | $27.00万 | 0.07% | 999 | -1 | -0.1% | -$270 | 减仓 |
| CNQ | CANADIAN NAT RES LTD F | $26.10万 | 0.07% | 5,362 | 5,362 | — | $26.10万 | 新建仓 |
| CMI | CUMMINS INC | $25.50万 | 0.07% | 474 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $25.10万 | 0.06% | 1,297 | 0 | 0.0% | — | 不变 |
| — | SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $25.00万 | 0.06% | 3,208 | 3,208 | — | $25.00万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $24.10万 | 0.06% | 1,137 | -38 | -3.2% | -$8,055 | 减仓 |
| MPC | MARATHON PETE CORP | $24.00万 | 0.06% | 984 | 984 | — | $24.00万 | 新建仓 |
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $23.70万 | 0.06% | 2,674 | -159 | -5.6% | -$1.41万 | 减仓 |
| — | DODGE & COX GLOBAL STOCK I | $23.60万 | 0.06% | 15,085 | 15,085 | — | $23.60万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC | $23.50万 | 0.06% | 479 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $23.10万 | 0.06% | 55 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $23.00万 | 0.06% | 7,316 | 128 | 1.8% | $4,024 | 加仓 |
| FAST | FASTENAL CO | $23.00万 | 0.06% | 4,971 | 4,971 | — | $23.00万 | 新建仓 |
| TD | TORONTO DOMINION BK ON F | $22.30万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $22.20万 | 0.06% | 22,179 | 454 | 2.1% | $4,544 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $22.00万 | 0.06% | 9,214 | 9,214 | — | $22.00万 | 新建仓 |
| ABEV | AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $21.90万 | 0.06% | 75,000 | 75,000 | — | $21.90万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INCCLASS CLASS A | $21.20万 | 0.05% | 1,484 | -56 | -3.6% | -$8,000 | 减仓 |
| SLB | SLB LIMITED F | $21.10万 | 0.05% | 4,117 | 4,117 | — | $21.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.00万 | 0.05% | 861 | 861 | — | $21.00万 | 新建仓 |
| CF | CF INDS HLDGS INC | $20.90万 | 0.05% | 1,612 | -721 | -30.9% | -$9.35万 | 重新持有 |
| RY | ROYAL BANK OF CANADA F | $20.80万 | 0.05% | 1,287 | 0 | 0.0% | — | 不变 |
| — | KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $20.70万 | 0.05% | 2,600 | 2,600 | — | $20.70万 | 新建仓 |
| WIT | WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $20.50万 | 0.05% | 96,781 | -204,569 | -67.9% | -$43.33万 | 减仓 |
| IDXX | IDEXX LABS INC | $20.40万 | 0.05% | 364 | 0 | 0.0% | — | 不变 |
| — | CENTRAIS ELETRICAS BRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $20.10万 | 0.05% | 18,442 | 18,442 | — | $20.10万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.10万 | 0.05% | 1,444 | 1,444 | — | $20.10万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -9,032 | -100.0% | -$166.00万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -28,394 | -100.0% | -$49.70万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,686 | -100.0% | -$33.40万 | 清仓 |
| QFIN | QIFU TECHNOLOGY INC | $0 | 0.00% | 0 | -10,999 | -100.0% | -$21.10万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$20.40万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -6,733 | -100.0% | -$20.30万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,340 | -100.0% | -$20.10万 | 清仓 |