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Lester Murray Antman dba SimplyRich 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lester Murray Antman dba SimplyRich
报告期 2026-03-31 · CIK 0001725888
持仓数
233
前50大市值合计
$271.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 97 项
建仓 26
增持 37
减持 21
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
USMV
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
+$13.1M
178,033
建仓
EEMV
ISHARES INC MSCI EMERGING MARKETS MIN V
+$12.6M
200,541
建仓
EFAV
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
+$11.9M
158,509
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
REET
ISHARES TRUST GLOBAL REIT ETF
+$10.7M
390,478
建仓
RSP
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
+$3.9M
25,864
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$2.0M
19,386
清仓
RCI
ROGERS COMMUNICATIONS INC COM CL B
-$1.2M
0
-100%
建仓
RWO
SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF
+$1.2M
23,237
建仓
ACWV
ISHARES INC MSCI GBL MIN VOL ETF
+$992.0K
9,661
建仓
RZV
INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETF
+$836.0K
9,002
建仓
—
ISHARES TRUST INTL DEVPPTY ETF
+$796.0K
21,514
减持
GOOG
ALPHABET INC COM CL C
+$766.0K
5,132
-0%
清仓
VIPS
VIPSHOP HLDGS LTD ADR
-$656.0K
0
-100%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSORED
+$627.0K
11,683
减持
PYPL
PAYPAL HOLDINGS INC COM
-$604.0K
18,920
-0%
建仓
DLS
WISDOMTREE TRUST INTL SMCAP DIV ETF
+$604.0K
8,142
建仓
DGS
WISDOMTREE TRUST EMG MKTS SMCAP ETF
+$594.0K
11,122
减持
—
CHINA PETROLEUM & CHEMICAL COR ADR SPONSORED
-$560.0K
4,212
-72%
减持
AAPL
APPLE INC COM
+$514.0K
113,240
-0%
增持
WIT
WIPRO ADR SPONSORED
+$488.0K
117,032
+68%
减持
SNN
SMITH & NEPHEW ADR SPONSORED
-$486.0K
31,397
-13%
建仓
VIG
VANGUARD DIV APP ETF
+$476.0K
3,102
减持
CI
CIGNA CORPORATION COM
-$476.0K
12,531
-0%
清仓
UGP
ULTRAPAR PARTICIPACOES SA ADR SPONSORED
-$461.0K
0
-100%
增持
PCAR
PACCAR INC COM
+$441.0K
14,411
+85%
建仓
SPY
SPDR S&P500 ETF TRUST TR UNIT ETF
+$408.0K
952
建仓
WTRE
WISDOMTREE TRUST GLB EX US RL EST ETF
+$393.0K
15,783
建仓
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
+$369.0K
4,292
建仓
IJS
ISHARES TRUST SP SMCP600VL ETF
+$335.0K
3,334
建仓
VOO
VANGUARD S&P 500 ETF SHS
+$319.0K
811
减持
AMGN
AMGEN INC COM
-$311.0K
9,173
-1%
增持
NICE
NICE LTD ADR SPONSORED
+$303.0K
7,805
+1%
减持
MSFT
MICROSOFT CORP COM
+$288.0K
26,758
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
-$286.0K
35,213
+0%
增持
V
VISA INC COM CL A
-$254.0K
23,976
+0%
减持
ERIC
ERICSSON ADR SPONSORED
-$251.0K
150,681
-2%
建仓
FNDX
SCHWAB STRATEGIC TR SCHWAB FDT US LG ETF
+$243.0K
4,520
建仓
DBP
INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETF
+$240.0K
5,109
增持
NKE
NIKE INC COM CL B
-$239.0K
26,250
+0%
清仓
SUHJY
SUN HUNG KAI PROPERTIES LTD ADR SPONSORED
-$234.0K
0
-100%
减持
CAT
CATERPILLAR INC COM
-$233.0K
6,217
-5%
建仓
—
EURONAV COM
+$232.0K
23,811
建仓
PHG
KONINKLIJKE PHILIPS NV ADR SPONSORED
+$222.0K
5,005
增持
KMB
KIMBERLY CLARK CORP COM
+$221.0K
4,500
+61%
增持
CNI
CANADIAN NATIONAL RAILWAYS CO COM
+$218.0K
17,098
+3%
清仓
SWK
STANLEY BLACK & DECKER INC COM
-$215.0K
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
+$214.0K
4,200
清仓
CAH
CARDINAL HEALTH INC COM
-$211.0K
0
-100%
清仓
—
LAM RESEARCH CORP COM
-$210.0K
0
-100%
清仓
—
CRH ADR SPONSORED
-$207.0K
0
-100%
清仓
T
AT&T INC COM
-$207.0K
0
-100%
建仓
WMMVY
WAL-MART DE MEXICO SAB DE CV ADR SPONSORED
+$204.0K
6,000
建仓
AZO
AUTOZONE INC COM
+$202.0K
119
减持
—
ACTIVISION BLIZZARD INC COM
-$201.0K
10,167
-2%
减持
BTI
BRITISH AMERICAN TOBACCO ADR SPONSORED
-$189.0K
44,814
-1%
增持
RELX
RELX PLC ADR SPONSORED
+$164.0K
69,640
+1%
增持
GMAB
GENMAB AS ADR SPONSORED
+$164.0K
50,275
+1%
增持
OMC
OMNICOM GROUP INC COM
+$161.0K
5,573
+84%
减持
NVS
NOVARTIS AG ADR SPONSORED
-$161.0K
16,550
-0%
清仓
CKHUY
CK HUTCHISON HOLDINGS LIMITED ADR UNSPONSORED
-$156.0K
0
-100%
清仓
SID
COMPANHIA SIDERURGICA NACIONAL ADR SPONSORED
-$147.0K
0
-100%
清仓
ASX
ASE TECHNOLOGY HOLDING CO LTD ADR SPONSORED
-$142.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$139.0K
15,367
+0%
增持
—
UNILEVER PLC ADR SPONSORED
-$126.0K
32,533
+1%
增持
COST
COSTCO WHOLESALE CORP COM
+$121.0K
2,089
+1%
增持
WM
WASTE MANAGEMENT INC COM
+$120.0K
3,045
+28%
增持
MCD
MCDONALD'S CORPORATION COM
+$118.0K
10,532
+0%
增持
MMM
3M COMPANY COM
-$116.0K
5,404
+1%
减持
INTC
INTEL CORP COM
-$114.0K
30,475
-2%
增持
CME
CME GROUP INC COM
-$110.0K
8,195
+3%
减持
LMT
LOCKHEED MARTIN CORP COM
-$104.0K
2,813
-1%
减持
RIO
RIO TINTO ADR SPONSORED
-$100.0K
3,162
-15%
减持
NTES
NETEASE INC ADR SPONSORED
-$91.0K
2,354
-7%
减持
TRP
TC ENERGY CORPORATION COM
-$86.0K
36,246
-2%
增持
MRSH
MARSH & MCLENNAN COMPANIES INC COM
+$77.0K
5,891
+2%
减持
UPS
UNITED PARCEL SERVICE INC COM CL B
-$72.0K
1,879
-6%
增持
CSCO
CISCO SYSTEMS INC COM
+$59.0K
32,716
+1%
清仓
NMR
NOMURA HOLDINGS INC ADR SPONSORED
-$58.0K
0
-100%
增持
MDLZ
MONDELEZ INTL INC COM CL A
-$52.0K
15,266
+1%
增持
INFY
INFOSYS LTD ADR SPONSORED
+$51.0K
36,615
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$50.0K
599
+3%
增持
SNY
SANOFI ADR SPONSORED
-$45.0K
13,258
+2%
增持
TM
TOYOTA MOTOR CORP ADR UNSPONSORED
+$39.0K
9,076
+1%
增持
ADM
ARCHER-DANIELS-MIDLAND CO COM
+$38.0K
27,986
+3%
减持
PG
PROCTER & GAMBLE CO COM
+$33.0K
7,178
-0%
增持
CVS
CVS HEALTH CORPORATION COM
+$29.0K
11,193
+1%
增持
SRE
SEMPRA COM
-$27.0K
6,689
+1%
增持
VZ
VERIZON COMMUNICATIONS COM
-$27.0K
16,612
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
-$25.0K
7,320
+1%
减持
DHR
DANAHER CORP COM
+$23.0K
849
-3%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$19.0K
5,227
+1%
增持
AVGO
BROADCOM INC COM
+$18.0K
808
+3%
增持
NGG
NATIONAL GRID ADR SPONSORED
-$17.0K
6,966
+3%
增持
DEO
DIAGEO ADR SPONSORED
+$15.0K
2,745
+2%
增持
WMT
WALMART INC COM
-$12.0K
14,927
+1%
增持
KO
COCA-COLA CO COM
-$8.0K
12,468
+2%
增持
AMT
AMERICAN TOWER CORP COM USD0.01
+$7.0K
1,072
+4%
