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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CLASS CLASS C | $2,734.80万 | 7.00% | 95,336 | -479 | -0.5% | -$13.74万 | 减仓 |
| AAPL | APPLE INC | $2,721.70万 | 6.96% | 107,245 | -144 | -0.1% | -$3.65万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $2,021.20万 | 5.17% | 217,943 | -2,771 | -1.3% | -$25.70万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $1,774.80万 | 4.54% | 61,722 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1,702.30万 | 4.35% | 186,312 | -4,543 | -2.4% | -$41.51万 | 减仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $1,439.80万 | 3.68% | 222,435 | -3,968 | -1.8% | -$25.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1,176.60万 | 3.01% | 34,816 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $955.60万 | 2.44% | 25,817 | -22 | -0.1% | -$8,143 | 减仓 |
| V | VISA INC CLASS CLASS A | $711.80万 | 1.82% | 23,551 | -1 | -0.0% | -$302 | 减仓 |
| WMT | WALMART INC | $568.20万 | 1.45% | 45,727 | -64 | -0.1% | -$7,953 | 减仓 |
| HD | HOME DEPOT INC | $557.00万 | 1.42% | 16,938 | -133 | -0.8% | -$4.37万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $537.10万 | 1.37% | 15,900 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $514.10万 | 1.32% | 29,881 | 171 | 0.6% | $2.94万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $500.60万 | 1.28% | 26,084 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $449.20万 | 1.15% | 5,192 | -1 | -0.0% | -$865 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $408.60万 | 1.05% | 15,101 | -100 | -0.7% | -$2.71万 | 减仓 |
| TJX | TJX COS INC NEW | $373.00万 | 0.95% | 23,358 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $347.80万 | 0.89% | 7,259 | -18 | -0.2% | -$8,624 | 减仓 |
| MCD | MCDONALDS CORP | $335.70万 | 0.86% | 10,804 | -19 | -0.2% | -$5,904 | 减仓 |
| CI | THE CIGNA GROUP | $332.50万 | 0.85% | 12,467 | -37 | -0.3% | -$9,868 | 减仓 |
| REET | ISHARES GLOBAL REIT ETF | $322.10万 | 0.82% | 128,087 | -12,117 | -8.6% | -$30.47万 | 减仓 |
| AMGN | AMGEN INC | $316.60万 | 0.81% | 8,999 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $311.40万 | 0.80% | 84,741 | -1,506 | -1.7% | -$5.53万 | 减仓 |
| RTX | RTX CORP | $274.20万 | 0.70% | 14,216 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $272.30万 | 0.70% | 29,281 | -78 | -0.3% | -$7,254 | 减仓 |
| CSCO | CISCO SYS INC | $271.30万 | 0.69% | 34,978 | -181 | -0.5% | -$1.40万 | 减仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $271.30万 | 0.69% | 17,763 | -7 | -0.0% | -$1,069 | 减仓 |
| MA | MASTERCARD INC CLASS CLASS A | $257.90万 | 0.66% | 5,162 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $245.80万 | 0.63% | 74,173 | -1,794 | -2.4% | -$5.95万 | 减仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $241.70万 | 0.62% | 1,830 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC CLASS CLASS A | $241.00万 | 0.62% | 8,161 | 12 | 0.1% | $3,544 | 加仓 |
| TGS | TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $233.30万 | 0.60% | 67,415 | 2,019 | 3.1% | $6.99万 | 加仓 |
| AVGO | BROADCOM INC | $231.20万 | 0.59% | 7,471 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $226.10万 | 0.58% | 143,879 | -3,840 | -2.6% | -$6.03万 | 减仓 |
| IMO | IMPERIAL OIL LTD F | $224.50万 | 0.57% | 17,166 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $223.60万 | 0.57% | 6,862 | -32 | -0.5% | -$1.04万 | 减仓 |
| AMZN | AMAZON.COM INC | $221.70万 | 0.57% | 10,646 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $217.20万 | 0.56% | 6,100 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $212.00万 | 0.54% | 18,359 | 396 | 2.2% | $4.57万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $210.20万 | 0.54% | 4,845 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC FCLASS CLASS A | $209.30万 | 0.54% | 28,633 | -829 | -2.8% | -$6.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $209.20万 | 0.54% | 3,067 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC F | $207.00万 | 0.53% | 21,603 | -7 | -0.0% | -$671 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $203.90万 | 0.52% | 2,047 | -31 | -1.5% | -$3.09万 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $196.20万 | 0.50% | 16,421 | 315 | 2.0% | $3.76万 | 加仓 |
| IX | ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $189.60万 | 0.49% | 63,234 | -87 | -0.1% | -$2,609 | 减仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $188.90万 | 0.48% | 9,168 | -40 | -0.4% | -$8,242 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $188.90万 | 0.48% | 3,126 | -30 | -1.0% | -$1.81万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $187.00万 | 0.48% | 11,895 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $180.60万 | 0.46% | 16,468 | -149 | -0.9% | -$1.63万 | 减仓 |
| AZN | ASTRAZENECA PLC F | $178.40万 | 0.46% | 9,047 | 9,047 | — | $178.40万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC | $178.00万 | 0.46% | 6,081 | 52 | 0.9% | $1.52万 | 加仓 |
| RACE | FERRARI N V NEW F | $177.10万 | 0.45% | 5,235 | -84 | -1.6% | -$2.84万 | 减仓 |
| EBAY | EBAY INC | $174.90万 | 0.45% | 19,220 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $171.70万 | 0.44% | 8,255 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO F | $168.40万 | 0.43% | 16,394 | 200 | 1.2% | $2.05万 | 加仓 |
| JCI | JOHNSON CONTROLS INT F | $165.00万 | 0.42% | 12,603 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $162.20万 | 0.41% | 45,012 | -716 | -1.6% | -$2.58万 | 减仓 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $161.60万 | 0.41% | 14,800 | 14,800 | — | $161.60万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $160.30万 | 0.41% | 8,088 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $159.90万 | 0.41% | 28,072 | 28,072 | — | $159.90万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CLASS A | $150.30万 | 0.38% | 52,355 | 3,066 | 6.2% | $8.80万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $149.30万 | 0.38% | 7,560 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $145.40万 | 0.37% | 18,073 | 18,073 | — | $145.40万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DCLASS A | $143.60万 | 0.37% | 2 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP FCLASS A | $143.00万 | 0.37% | 35,351 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $141.40万 | 0.36% | 1,996 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $133.70万 | 0.34% | 15,082 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CLASS CLASS B | $129.70万 | 0.33% | 24,574 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC F | $128.70万 | 0.33% | 13,222 | -307 | -2.3% | -$2.99万 | 减仓 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $126.20万 | 0.32% | 7,375 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD F | $121.90万 | 0.31% | 5,256 | -76 | -1.4% | -$1.76万 | 减仓 |
| RKT | ROCKET COMPANIES CLA A CLASS A | $120.30万 | 0.31% | 84,447 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $119.10万 | 0.30% | 4,916 | -24 | -0.5% | -$5,814 | 减仓 |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $116.80万 | 0.30% | 13,810 | 47 | 0.3% | $3,975 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD F | $114.70万 | 0.29% | 1,351 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $114.20万 | 0.29% | 5,215 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $111.10万 | 0.28% | 11,441 | -67 | -0.6% | -$6,506 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $111.00万 | 0.28% | 4,267 | 0 | 0.0% | — | 不变 |
| — | NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS | $108.70万 | 0.28% | 43,611 | 43,611 | — | $108.70万 | 新建仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF | $106.30万 | 0.27% | 23,237 | 0 | 0.0% | — | 不变 |
| RZV | INVESCO S&P SMALLCAP 600PURE VALUE ETF | $104.00万 | 0.27% | 8,363 | -158 | -1.9% | -$1.96万 | 减仓 |
| KOF | COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $103.30万 | 0.26% | 10,590 | -175 | -1.6% | -$1.71万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $103.10万 | 0.26% | 5,079 | -926 | -15.4% | -$18.80万 | 减仓 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $103.10万 | 0.26% | 12,504 | 59 | 0.5% | $4,865 | 加仓 |
| DIS | DISNEY WALT CO | $101.80万 | 0.26% | 10,567 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $98.80万 | 0.25% | 6,847 | -7 | -0.1% | -$1,010 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $98.00万 | 0.25% | 5,653 | -90 | -1.6% | -$1.56万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | $96.40万 | 0.25% | 11,976 | 81 | 0.7% | $6,520 | 加仓 |
| KO | THE COCA-COLA CO | $96.00万 | 0.25% | 12,624 | 141 | 1.1% | $1.07万 | 加仓 |
| UNP | UNION PAC CORP | $94.60万 | 0.24% | 3,901 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $81.30万 | 0.21% | 31,933 | 20,267 | 173.7% | $51.60万 | 加仓 |
| PEP | PEPSICO INC | $80.30万 | 0.21% | 5,176 | 0 | 0.0% | — | 不变 |
| AXIAY | AXIA ENERGIA ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $79.10万 | 0.20% | 70,179 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $78.50万 | 0.20% | 17,305 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $78.10万 | 0.20% | 17,270 | -1,100 | -6.0% | -$4.97万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $78.10万 | 0.20% | 3,700 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $77.10万 | 0.20% | 13,380 | -675 | -4.8% | -$3.89万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | $76.00万 | 0.19% | 20,653 | -280 | -1.3% | -$1.03万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $74.90万 | 0.19% | 12,815 | -103 | -0.8% | -$6,020 | 减仓 |