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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 87 项
建仓 5
增持 49
减持 25
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$4.0M
113,035
-0%
增持
USMV
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
+$1.7M
182,798
+3%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$1.7M
15,332
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。
-0%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
+$1.7M
404,925
+4%
建仓
RCI
ROGERS COMMUNICATIONS INC COM CL B
+$1.5M
31,477
增持
HD
HOME DEPOT INC COM
+$1.5M
16,883
+0%
减持
MSFT
MICROSOFT CORP COM
+$1.4M
26,606
-1%
减持
ERIC
ERICSSON ADR SPONSORED
-$1.4M
28,544
-81%
增持
PYPL
PAYPAL HOLDINGS INC COM
-$1.4M
18,924
+0%
增持
EEMV
ISHARES INC MSCI EMERGING MARKETS MIN V
+$1.3M
220,238
+10%
增持
EFAV
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
+$1.2M
171,031
+8%
增持
GOOG
ALPHABET INC COM CL C
+$1.2M
5,134
+0%
减持
BTI
BRITISH AMERICAN TOBACCO ADR SPONSORED
-$1.2M
10,906
-76%
清仓
SNN
SMITH & NEPHEW ADR SPONSORED
-$1.1M
0
-100%
增持
EL
ESTEE LAUDER COMPANIES INC COM CL A
+$1.0M
14,657
+0%
建仓
EQR
EQUITY RESIDENTIAL SBI USD0.01
+$901.0K
9,952
减持
NVO
NOVO NORDISK A/S ADR SPONSORED
+$680.0K
42,616
-0%
建仓
KOF
COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSORED
+$622.0K
11,355
增持
VNQ
VANGUARD REAL ESTATE ETF
+$436.0K
20,762
+7%
增持
RSP
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
+$406.0K
26,301
+2%
增持
CME
CME GROUP INC COM
+$377.0K
8,583
+5%
增持
CMCSA
COMCAST CORP COM CL A
-$301.0K
54,554
+0%
增持
CSCO
CISCO SYSTEMS INC COM
+$293.0K
32,718
+0%
增持
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
+$274.0K
7,512
+75%
减持
VZ
VERIZON COMMUNICATIONS COM
-$271.0K
12,055
-27%
增持
RELX
RELX PLC ADR SPONSORED
+$262.0K
69,644
+0%
减持
MCD
MCDONALD'S CORPORATION COM
+$260.0K
10,442
-1%
清仓
—
VIACOMCBS INC COM CL B
-$260.0K
0
-100%
增持
COST
COSTCO WHOLESALE CORP COM
+$251.0K
2,094
+0%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$247.0K
5,235
+0%
减持
GMAB
GENMAB AS ADR SPONSORED
-$246.0K
49,311
-2%
增持
TJX
TJX COS INC COM
+$235.0K
23,393
+0%
建仓
—
LAM RESEARCH CORP COM
+$233.0K
324
清仓
DELL
DELL TECHNOLOGIES INC COM CL C
-$232.0K
0
-100%
清仓
PHG
KONINKLIJKE PHILIPS NV ADR SPONSORED
-$222.0K
0
-100%
清仓
MAN
MANPOWERGROUP INC COM
-$216.0K
0
-100%
建仓
—
CRH ADR SPONSORED
+$216.0K
4,084
清仓
SCHO
SCHWAB STRATEGIC TR SHT TM US TRES ETF
-$214.0K
0
-100%
增持
ADM
ARCHER-DANIELS-MIDLAND CO COM
+$213.0K
27,995
+0%
清仓
—
CHINA PETROLEUM & CHEMICAL COR ADR SPONSORED
-$207.0K
0
-100%
清仓
PKX
POSCO ADR SPONSORED
-$206.0K
0
-100%
增持
CVS
CVS HEALTH CORPORATION COM
+$206.0K
11,194
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
+$191.0K
7,317
-0%
增持
DIS
WALT DISNEY COMPANY (THE) COM
-$175.0K
12,420
+0%
增持
NICE
NICE LTD ADR SPONSORED
+$175.0K
7,877
+1%
增持
PG
PROCTER & GAMBLE CO COM
+$174.0K
7,194
+0%
增持
ITW
ILLINOIS TOOL WORKS INC COM
+$174.0K
4,275
+0%
减持
V
VISA INC COM CL A
-$170.0K
23,855
-1%
增持
PCAR
PACCAR INC COM
+$159.0K
14,680
+2%
增持
CNI
CANADIAN NATIONAL RAILWAYS CO COM
+$146.0K
17,282
+1%
增持
MRSH
MARSH & MCLENNAN COMPANIES INC COM
+$141.0K
5,944
+1%
增持
A
AGILENT TECHNOLOGIES INC COM
+$132.0K
4,181
+23%
增持
ACWV
ISHARES INC MSCI GBL MIN VOL ETF
+$127.0K
10,330
+7%
增持
MDLZ
MONDELEZ INTL INC COM CL A
+$124.0K
15,268
+0%
减持
—
ACTIVISION BLIZZARD INC COM
-$123.0K
9,961
-2%
增持
AMGN
AMGEN INC COM
+$115.0K
9,181
+0%
增持
INFY
INFOSYS LTD ADR SPONSORED
+$113.0K
36,621
+0%
增持
WIT
WIPRO ADR SPONSORED
+$109.0K
117,047
+0%
增持
AFL
AFLAC INC COM
+$108.0K
15,783
+1%
减持
OMC
OMNICOM GROUP INC COM
-$99.0K
4,151
-26%
增持
WM
WASTE MANAGEMENT INC COM
+$91.0K
3,267
+7%
减持
INTC
INTEL CORP COM
-$90.0K
29,761
-2%
增持
NGG
NATIONAL GRID ADR SPONSORED
+$89.0K
6,968
+0%
减持
CAT
CATERPILLAR INC COM
+$83.0K
6,170
-1%
减持
NVS
NOVARTIS AG ADR SPONSORED
+$80.0K
16,381
-1%
减持
WTRE
WISDOMTREE TRUST GLB EX US RL EST ETF
-$71.0K
13,212
-16%
增持
AMT
AMERICAN TOWER CORP COM USD0.01
+$71.0K
1,212
+13%
增持
MA
MASTERCARD INCORPORATED COM CL A
+$65.0K
5,173
+0%
增持
UPS
UNITED PARCEL SERVICE INC COM CL B
+$64.0K
1,892
+1%
减持
TRP
TC ENERGY CORPORATION COM
-$57.0K
36,227
-0%
增持
AZO
AUTOZONE INC COM
+$56.0K
123
+3%
增持
SCHW
SCHWAB (CHARLES) CORP COM
+$54.0K
4,541
+1%
增持
KMB
KIMBERLY CLARK CORP COM
+$51.0K
4,520
+0%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSORED
+$48.0K
13,385
+15%
增持
NTES
NETEASE INC ADR SPONSORED
+$39.0K
2,355
+0%
减持
FMS
FRESENIUS MEDICAL CARE AG & CO ADR SPONSORED
-$36.0K
10,372
-3%
减持
—
UNILEVER PLC ADR SPONSORED
-$31.0K
32,198
-1%
增持
RZV
INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETF
+$30.0K
9,003
+0%
减持
SRE
SEMPRA COM
+$21.0K
6,554
-2%
增持
—
EURONAV COM
-$17.0K
24,168
+1%
减持
DHR
DANAHER CORP COM
+$14.0K
827
-3%
减持
LMT
LOCKHEED MARTIN CORP COM
+$13.0K
2,766
-2%
减持
MMM
3M COMPANY COM
-$11.0K
5,267
-3%
增持
MRK
MERCK & CO INC COM
+$11.0K
5,060
+1%
增持
RIO
RIO TINTO ADR SPONSORED
+$10.0K
3,308
+5%
减持
SNY
SANOFI ADR SPONSORED
+$4.0K
12,842
-3%
增持
SYY
SYSCO CORP COM
+$3.0K
4,638
+1%
