Lester Murray Antman dba SimplyRich

报告期 2026-03-31 · CIK 0001725888

持仓数

233

前50大市值合计

$271.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GOOG ALPHABET INC CLASS CLASS C

GOOG

$27.3M

95,336

10.1%

AAPL APPLE INC

AAPL

$27.2M

107,245

10.0%

USMV ISHARES MSCI USA MIN VOLFACTOR ETF

USMV

$20.2M

217,943

7.4%

GOOGL ALPHABET INC CLASS CLASS A

GOOGL

$17.7M

61,722

6.5%

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

EFAV

$17.0M

186,312

6.3%

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

EEMV

$14.4M

222,435

5.3%

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

TSM

$11.8M

34,816

4.3%

MSFT MICROSOFT CORP

MSFT

$9.6M

25,817

3.5%

V VISA INC CLASS CLASS A

$7.1M

23,551

2.6%

WMT WALMART INC

WMT

$5.7M

45,727

2.1%

HD HOME DEPOT INC

$5.6M

16,938

2.1%

MU MICRON TECHNOLOGY INC

$5.4M

15,900

2.0%

SCCO SOUTHERN COPPER CORP

SCCO

$5.1M

29,881

1.9%

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

RSP

$5.0M

26,084

1.8%

MCK MCKESSON CORP

MCK

$4.5M

5,192

1.7%

UNH UNITEDHEALTH GROUP INC

UNH

$4.1M

15,101

1.5%

TJX TJX COS INC NEW

TJX

$3.7M

23,358

1.4%

BRK/B BERKSHIRE HATHAWAY CLASS B

BRKB

$3.5M

7,259

1.3%

MCD MCDONALDS CORP

MCD

$3.4M

10,804

1.2%

CI THE CIGNA GROUP

$3.3M

12,467

1.2%

REET ISHARES GLOBAL REIT ETF

REET

$3.2M

128,087

1.2%

AMGN AMGEN INC

AMGN

$3.2M

8,999

1.2%

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

NVO

$3.1M

84,741

1.1%

RTX RTX CORP

RTX

$2.7M

14,216

1.0%

SHEL SHELL PLC FTENDER OFFER EXP:

SHEL

$2.7M

29,281

1.0%

CSCO CISCO SYS INC

CSCO

$2.7M

34,978

1.0%

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

NVS

$2.7M

17,763

1.0%

MA MASTERCARD INC CLASS CLASS A

$2.6M

5,162

0.9%

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

RELX

$2.5M

74,173

0.9%

— ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

ASML

$2.4M

1,830

0.9%

CME CME GROUP INC CLASS CLASS A

CME

$2.4M

8,161

0.9%

TGS TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS

TGS

$2.3M

67,415

0.9%

AVGO BROADCOM INC

AVGO

$2.3M

7,471

0.9%

VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

VIPS

$2.3M

143,879

0.8%

IMO IMPERIAL OIL LTD F

IMO

$2.2M

17,166

0.8%

— CHUBB LTD F

$2.2M

6,862

0.8%

AMZN AMAZON.COM INC

AMZN

$2.2M

10,646

0.8%

FDX FEDEX CORP

FDX

$2.2M

6,100

0.8%

PCAR PACCAR INC

PCAR

$2.1M

18,359

0.8%

MSI MOTOROLA SOLUTIONS INC

MSI

$2.1M

4,845

0.8%

GIB CGI INC FCLASS CLASS A

GIB

$2.1M

28,633

0.8%

NOC NORTHROP GRUMMAN CORP

NOC

$2.1M

3,067

0.8%

RBA RB GLOBAL INC F

RBA

$2.1M

21,603

0.8%

COST COSTCO WHSL CORP NEW

COST

$2.0M

2,047

0.8%

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

ACWV

$2.0M

16,421

0.7%

IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

$1.9M

63,234

0.7%

LMT LOCKHEED MARTIN CORP

LMT

$1.9M

3,126

0.7%

TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS

$1.9M

9,168

0.7%

ICE INTERCONTINENTAL EXCHANG

ICE

$1.9M

11,895

0.7%

AFL AFLAC INC

AFL

$1.8M

16,468

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

GOOG10.1%AAPL10.0%USMV7.4%GOOGL6.5%EFAV6.3%EEMV5.3%