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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $49.12亿 | 85.59% | 6,560 | 6,558 | 327,900.0% | $49.11亿 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3.30亿 | 5.74% | 646,871 | 643,745 | 20,593.3% | $3.28亿 | 加仓 |
| GOOG | ALPHABET INC | $3,367.50万 | 0.59% | 95,308 | -28 | -0.0% | -$9,893 | 减仓 |
| AAPL | APPLE INC | $3,102.40万 | 0.54% | 107,218 | -27 | -0.0% | -$7,813 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,039.20万 | 0.53% | 70,136 | 66,896 | 2,064.7% | $2,898.80万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,356.52万 | 0.41% | 99,591 | 96,489 | 3,110.5% | $2,283.12万 | 加仓 |
| GOOGL | ALPHABET INC | $2,205.70万 | 0.38% | 61,722 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2,185.90万 | 0.38% | 226,613 | 8,670 | 4.0% | $83.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,835.30万 | 0.32% | 15,900 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,662.70万 | 0.29% | 34,816 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $1,648.10万 | 0.29% | 218,941 | -3,494 | -1.6% | -$26.30万 | 减仓 |
| EFAV | ISHARES TR | $1,633.00万 | 0.28% | 186,185 | -127 | -0.1% | -$1.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,511.25万 | 0.26% | 53,741 | 48,825 | 993.2% | $1,373.01万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,361.11万 | 0.24% | 50,324 | 46,057 | 1,079.4% | $1,245.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $962.30万 | 0.17% | 25,800 | -17 | -0.1% | -$6,341 | 减仓 |
| V | VISA INC | $808.00万 | 0.14% | 23,551 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $641.80万 | 0.11% | 15,443 | 342 | 2.3% | $14.21万 | 加仓 |
| HD | HOME DEPOT INC | $589.30万 | 0.10% | 16,711 | -227 | -1.3% | -$8.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $555.00万 | 0.10% | 26,084 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $525.60万 | 0.09% | 30,164 | 283 | 0.9% | $4.93万 | 加仓 |
| WMT | WALMART INC | $517.40万 | 0.09% | 45,683 | -44 | -0.1% | -$4,983 | 减仓 |
| NVO | NOVO-NORDISK A S | $466.30万 | 0.08% | 97,277 | 12,536 | 14.8% | $60.09万 | 加仓 |
| CSCO | CISCO SYS INC | $409.30万 | 0.07% | 34,849 | -129 | -0.4% | -$1.52万 | 减仓 |
| MCK | MCKESSON CORP | $392.40万 | 0.07% | 5,194 | 2 | 0.0% | $1,511 | 加仓 |
| ASML | ASML HOLDING N V | $364.00万 | 0.06% | 1,830 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $363.20万 | 0.06% | 7,259 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $356.00万 | 0.06% | 23,503 | 145 | 0.6% | $2.20万 | 加仓 |
| CI | THE CIGNA GROUP | $341.20万 | 0.06% | 12,379 | -88 | -0.7% | -$2.43万 | 减仓 |
| REET | ISHARES TR | $326.80万 | 0.06% | 118,328 | -9,759 | -7.6% | -$26.95万 | 减仓 |
| AMGN | AMGEN INC | $325.80万 | 0.06% | 8,999 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $290.90万 | 0.05% | 10,764 | -40 | -0.4% | -$1.08万 | 减仓 |
| AVGO | BROADCOM INC | $282.20万 | 0.05% | 7,471 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $278.30万 | 0.05% | 17,763 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $275.50万 | 0.05% | 14,522 | 306 | 2.2% | $5.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $265.10万 | 0.05% | 5,162 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $253.70万 | 0.04% | 10,646 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $252.70万 | 0.04% | 66,449 | 3,215 | 5.1% | $12.23万 | 加仓 |
| RBA | RB GLOBAL INC | $251.50万 | 0.04% | 21,603 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $251.30万 | 0.04% | 22,013 | 18,946 | 617.7% | $216.29万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $249.00万 | 0.04% | 15,503 | 6,335 | 69.1% | $101.75万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $240.80万 | 0.04% | 6,229 | 148 | 2.4% | $5.72万 | 加仓 |
| RELX | RELX PLC | $235.70万 | 0.04% | 74,441 | 268 | 0.4% | $8,486 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $235.40万 | 0.04% | 82,768 | 67,686 | 448.8% | $192.51万 | 加仓 |
| CB | CHUBB LIMITED | $230.80万 | 0.04% | 6,775 | -87 | -1.3% | -$2.96万 | 减仓 |
| SHEL | SHELL PLC | $227.00万 | 0.04% | 29,281 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $220.10万 | 0.04% | 18,327 | -32 | -0.2% | -$3,843 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $216.60万 | 0.04% | 42,381 | 37,302 | 734.4% | $190.64万 | 加仓 |
| EBAY | EBAY INC. | $214.70万 | 0.04% | 19,220 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $213.10万 | 0.04% | 82,735 | 37,723 | 83.8% | $97.16万 | 加仓 |
| CAT | CATERPILLAR INC | $212.50万 | 0.04% | 1,996 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $203.30万 | 0.04% | 48,742 | 36,238 | 289.8% | $151.15万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $203.20万 | 0.04% | 8,255 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $201.20万 | 0.04% | 4,845 | 0 | 0.0% | — | 不变 |
| TGS | TRANSPORTADORA DE GAS SUR | $200.40万 | 0.03% | 67,415 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $197.80万 | 0.03% | 16,459 | 38 | 0.2% | $4,567 | 加仓 |
| RACE | FERRARI N V | $197.00万 | 0.03% | 5,293 | 58 | 1.1% | $2.16万 | 加仓 |
| GIB | CGI INC | $195.90万 | 0.03% | 30,354 | 1,721 | 6.0% | $11.11万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $195.40万 | 0.03% | 16,394 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $193.00万 | 0.03% | 16,468 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $192.20万 | 0.03% | 17,166 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $191.00万 | 0.03% | 6,100 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $191.00万 | 0.03% | 2,042 | -5 | -0.2% | -$4,677 | 减仓 |
| NGG | NATIONAL GRID PLC | $190.90万 | 0.03% | 62,150 | 48,340 | 350.0% | $148.48万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $190.70万 | 0.03% | 143,872 | -7 | -0.0% | -$93 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $188.90万 | 0.03% | 7,560 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $188.90万 | 0.03% | 17,093 | 9,718 | 131.8% | $107.40万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $185.30万 | 0.03% | 33,619 | 23,029 | 217.5% | $126.93万 | 加仓 |
| UL | UNILEVER PLC | $184.20万 | 0.03% | 30,646 | 2,574 | 9.2% | $15.47万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $184.10万 | 0.03% | 12,603 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $182.50万 | 0.03% | 38,891 | 33,676 | 645.8% | $158.03万 | 加仓 |
| CME | CME GROUP INC | $179.90万 | 0.03% | 8,147 | -14 | -0.2% | -$3,091 | 减仓 |
| CVS | CVS HEALTH CORP | $175.80万 | 0.03% | 20,144 | 9,840 | 95.5% | $85.88万 | 加仓 |
| UNP | UNION PAC CORP | $173.90万 | 0.03% | 7,811 | 3,910 | 100.2% | $87.05万 | 加仓 |
| INTC | INTEL CORP | $173.50万 | 0.03% | 12,431 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $171.50万 | 0.03% | 16,468 | 5,027 | 43.9% | $52.35万 | 加仓 |
| KO | COCA COLA CO | $166.20万 | 0.03% | 19,959 | 7,335 | 58.1% | $61.08万 | 加仓 |
| DIS | DISNEY WALT CO | $164.50万 | 0.03% | 20,857 | 10,290 | 97.4% | $81.16万 | 加仓 |
| BN | BROOKFIELD CORP | $150.50万 | 0.03% | 35,351 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $146.40万 | 0.03% | 11,895 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $139.10万 | 0.02% | 11,746 | 4,899 | 71.5% | $58.02万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $135.60万 | 0.02% | 5,777 | 124 | 2.2% | $2.91万 | 加仓 |
| RKT | ROCKET COS INC | $133.00万 | 0.02% | 84,447 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $131.20万 | 0.02% | 36,182 | 11,608 | 47.2% | $42.09万 | 加仓 |
| GRMN | GARMIN LTD | $130.10万 | 0.02% | 5,479 | 223 | 4.2% | $5.30万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $127.40万 | 0.02% | 19,727 | 6,912 | 53.9% | $44.64万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $122.10万 | 0.02% | 12,427 | 1,922 | 18.3% | $18.88万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $120.70万 | 0.02% | 49,170 | -3,185 | -6.1% | -$7.82万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $117.50万 | 0.02% | 14,942 | 1,562 | 11.7% | $12.28万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $115.50万 | 0.02% | 23,237 | 0 | 0.0% | — | 不变 |
| RZV | INVESCO EXCHANGE TRADED FD T | $112.60万 | 0.02% | 7,558 | -805 | -9.6% | -$11.99万 | 减仓 |
| EMR | EMERSON ELEC CO | $108.80万 | 0.02% | 35,806 | 30,798 | 615.0% | $93.58万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $106.90万 | 0.02% | 13,222 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $105.60万 | 0.02% | 6,285 | 1,109 | 21.4% | $18.63万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $103.70万 | 0.02% | 9,398 | 3,991 | 73.8% | $44.04万 | 加仓 |
| ESLT | ELBIT SYS LTD | $102.50万 | 0.02% | 1,351 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $100.60万 | 0.02% | 8,088 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $96.60万 | 0.02% | 2,239 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $94.50万 | 0.02% | 36,367 | 4,434 | 13.9% | $11.52万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $87.80万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $80.00万 | 0.01% | 17,749 | 0 | 0.0% | — | 不变 |