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
— 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