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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 72 项
建仓 1
增持 13
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$4.3M
112,524
-0%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
-$2.0M
403,550
+0%
清仓
GMAB
GENMAB AS ADR SPONSORED
-$1.8M
0
-100%
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。
清仓
—
ZYNGA INC COM CL A
-$1.7M
0
-100%
增持
EFAV
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
-$1.5M
172,334
+0%
减持
NICE
NICE LTD ADR SPONSORED
-$1.4M
1,380
-82%
减持
MSFT
MICROSOFT CORP COM
-$1.4M
26,514
-0%
减持
USMV
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
-$1.4M
180,684
-0%
减持
EEMV
ISHARES INC MSCI EMERGING MARKETS MIN V
-$1.3M
219,766
-0%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$926.0K
7,560
清仓
EQR
EQUITY RESIDENTIAL SBI USD0.01
-$873.0K
0
-100%
减持
NKE
NIKE INC COM CL B
-$863.0K
25,858
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
-$782.0K
34,579
-0%
增持
AMZN
AMAZON COM INC COM
-$640.0K
11,280
+1900%
减持
V
VISA INC COM CL A
-$599.0K
23,762
-0%
减持
DIS
WALT DISNEY COMPANY (THE) COM
-$530.0K
12,013
-1%
减持
CME
CME GROUP INC COM
-$498.0K
7,638
-12%
减持
CSCO
CISCO SYSTEMS INC COM
-$496.0K
31,997
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$472.0K
12,085
-1%
减持
WMT
WALMART INC COM
-$429.0K
14,585
-1%
减持
HD
HOME DEPOT INC COM
-$424.0K
16,826
-0%
减持
CMCSA
COMCAST CORP COM CL A
-$414.0K
54,391
-0%
减持
CNI
CANADIAN NATIONAL RAILWAYS CO COM
-$385.0K
16,911
-1%
减持
INTC
INTEL CORP COM
-$381.0K
28,869
-2%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$371.0K
20,227
-1%
清仓
OMC
OMNICOM GROUP INC COM
-$352.0K
0
-100%
清仓
FMS
FRESENIUS MEDICAL CARE AG & CO ADR SPONSORED
-$349.0K
0
-100%
减持
WIT
WIPRO ADR SPONSORED
-$328.0K
41,197
-42%
清仓
—
CHINA PETROLEUM & CHEMICAL COR ADR SPONSORED
-$316.0K
0
-100%
减持
RELX
RELX PLC ADR SPONSORED
-$294.0K
68,501
-0%
减持
RCI
ROGERS COMMUNICATIONS INC COM CL B
-$277.0K
31,205
-0%
减持
EL
ESTEE LAUDER COMPANIES INC COM CL A
-$261.0K
14,644
-0%
减持
TM
TOYOTA MOTOR CORP ADR UNSPONSORED
-$257.0K
8,779
-2%
减持
INFY
INFOSYS LTD ADR SPONSORED
-$251.0K
34,085
-4%
清仓
KUBTY
KUBOTA CORP ADR SPONSORED
-$243.0K
0
-100%
清仓
ERIC
ERICSSON ADR SPONSORED
-$243.0K
0
-100%
清仓
ABEV
AMBEV SA ADR SPONSORED
-$242.0K
0
-100%
清仓
TXN
TEXAS INSTRUMENTS INC COM
-$230.0K
0
-100%
清仓
UGP
ULTRAPAR PARTICIPACOES SA ADR SPONSORED
-$214.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC COM
-$209.0K
0
-100%
减持
SAP
SAP SE ADR SPONSORED
-$207.0K
7,775
-5%
减持
COST
COSTCO WHOLESALE CORP COM
-$202.0K
2,052
-0%
减持
AVGO
BROADCOM INC COM
-$194.0K
808
-13%
减持
AFL
AFLAC INC COM
-$153.0K
15,380
-1%
增持
KO
COCA-COLA CO COM
+$132.0K
15,955
+14%
减持
CAT
CATERPILLAR INC COM
-$132.0K
2,116
-8%
减持
RZV
INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETF
-$121.0K
8,820
-0%
减持
NGG
NATIONAL GRID ADR SPONSORED
-$118.0K
6,971
-6%
增持
BTI
BRITISH AMERICAN TOBACCO ADR SPONSORED
+$114.0K
14,319
+21%
减持
TJX
TJX COS INC COM
-$113.0K
23,358
-0%
减持
DEO
DIAGEO ADR SPONSORED
-$102.0K
2,476
-6%
减持
DLS
WISDOMTREE TR NEW ECON REAL ES INTL SMCAP DIV ETF
-$99.0K
8,675
-2%
减持
MRSH
MARSH & MCLENNAN COMPANIES INC COM
-$96.0K
5,725
-1%
减持
CVS
CVS HEALTH CORPORATION COM
-$96.0K
11,047
-0%
减持
RIO
RIO TINTO ADR SPONSORED
-$77.0K
3,745
-1%
减持
PG
PROCTER & GAMBLE CO COM
-$66.0K
7,024
-0%
减持
WTRE
WISDOMTREE TR NEW ECON REAL ES NEW ECONOMY REAL ESTATE FUND
-$65.0K
13,119
-1%
增持
ACWV
ISHARES INC MSCI GBL MIN VOL ETF
-$57.0K
10,661
+5%
增持
PCAR
PACCAR INC COM
-$39.0K
15,056
+4%
减持
VIPS
VIPSHOP HLDGS LTD ADR
+$28.0K
32,193
-0%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSORED
-$23.0K
11,893
+0%
减持
—
ACTIVISION BLIZZARD INC COM
-$23.0K
9,987
-0%
增持
SHEL
SHELL PLC ADR SPONSORED
-$22.0K
8,257
+0%
减持
VZ
VERIZON COMMUNICATIONS COM
-$19.0K
12,762
-2%
增持
NVS
NOVARTIS AG ADR SPONSORED
+$17.0K
18,309
+5%
减持
NVO
NOVO NORDISK A/S ADR SPONSORED
+$15.0K
42,568
-0%
减持
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
-$13.0K
7,148
-1%
增持
—
AMERICA MOVIL SAB DE CV ADR SPONSORED
-$11.0K
15,459
+0%
增持
NTES
NETEASE INC ADR SPONSORED
+$9.0K
2,363
+0%
减持
—
UNILEVER PLC ADR SPONSORED
+$7.0K
32,091
-0%
增持
MDLZ
MONDELEZ INTL INC COM CL A
-$3.0K
15,144
+1%
减持
KOF
COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSORED
+$2.0K
11,372
-0%