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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 90 项
建仓 8
增持 21
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC COM CL C
-$1.5M
100,793
+1870%
清仓
RCI
ROGERS COMMUNICATIONS INC COM CL B
-$1.5M
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC COM
+$1.4M
6,753
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。
减持
EFAV
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
-$1.3M
169,156
-2%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
-$1.1M
405,096
+0%
减持
EEMV
ISHARES INC MSCI EMERGING MARKETS MIN V
-$1.1M
219,453
-0%
减持
TRP
TC ENERGY CORPORATION COM
-$932.0K
23,020
-36%
增持
SHEL
SHELL PLC ADR SPONSORED
+$873.0K
26,212
+217%
减持
USMV
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
-$860.0K
178,907
-1%
增持
GOOGL
ALPHABET INC COM CL A
-$822.0K
61,780
+1900%
清仓
SNY
SANOFI ADR SPONSORED
-$625.0K
0
-100%
减持
CMCSA
COMCAST CORP COM CL A
-$568.0K
53,405
-2%
增持
EL
ESTEE LAUDER COMPANIES INC COM CL A
-$567.0K
14,647
+0%
减持
NKE
NIKE INC COM CL B
-$495.0K
25,836
-0%
建仓
TGS
TRANSPORTADORA DE GAS DEL SUR ADR
+$476.0K
64,519
减持
V
VISA INC COM CL A
-$465.0K
23,718
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
-$462.0K
34,481
-0%
建仓
—
CHINA PETROLEUM & CHEMICAL COR ADR SPONSORED
+$451.0K
10,755
减持
INTC
INTEL CORP COM
-$443.0K
24,695
-14%
清仓
DGS
WISDOMTREE TR NEW ECON REAL ES EMG MKTS SMCAP ETF
-$422.0K
0
-100%
建仓
SIMO
SILICON MOTION TECHNOLOGY CORP ADR
+$399.0K
6,132
减持
VZ
VERIZON COMMUNICATIONS COM
-$380.0K
7,055
-45%
清仓
MHGVY
MOWI ASA ADR SPONSORED
-$343.0K
0
-100%
建仓
ASAIY
SENDAS DISTRIBUIDORA S.A. ADR SPONSORED
+$328.0K
20,367
减持
MMM
3M COMPANY COM
-$318.0K
2,840
-42%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSORED
+$262.0K
13,835
+16%
建仓
CAH
CARDINAL HEALTH INC COM
+$246.0K
3,700
清仓
WTRE
WISDOMTREE TR NEW ECON REAL ES NEW ECONOMY REAL ESTATE FUND
-$240.0K
0
-100%
建仓
BNTX
BIONTECH SE ADR
+$234.0K
1,741
减持
VNQ
VANGUARD REAL ESTATE ETF
-$234.0K
20,063
-1%
减持
NVS
NOVARTIS AG ADR SPONSORED
-$232.0K
17,309
-5%
清仓
RIO
RIO TINTO ADR SPONSORED
-$228.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP COM USD0.01
-$226.0K
0
-100%
清仓
—
ALCON AG COM
-$225.0K
0
-100%
减持
TM
TOYOTA MOTOR CORP ADR UNSPONSORED
-$220.0K
8,703
-1%
清仓
NTES
NETEASE INC ADR SPONSORED
-$220.0K
0
-100%
减持
KO
COCA-COLA CO COM
-$218.0K
14,020
-12%
减持
CME
CME GROUP INC COM
-$218.0K
7,595
-1%
清仓
LBRDK
LIBERTY BROADBAND CORP COM
-$218.0K
0
-100%
清仓
WIT
WIPRO ADR SPONSORED
-$218.0K
0
-100%
清仓
FIS
FIDELITY NATIONAL INFORMATION COM
-$216.0K
0
-100%
建仓
ABEV
AMBEV SA ADR SPONSORED
+$212.0K
75,000
清仓
MGA
MAGNA INTERNATIONAL INC COM
-$208.0K
0
-100%
清仓
ENB
ENBRIDGE INC COM
-$202.0K
0
-100%
减持
BTI
BRITISH AMERICAN TOBACCO ADR SPONSORED
-$195.0K
11,822
-17%
减持
RSP
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
-$190.0K
26,135
-0%
减持
PCAR
PACCAR INC COM
-$183.0K
12,618
-16%
增持
CI
CIGNA CORPORATION COM
+$176.0K
12,541
+0%
减持
MCD
MCDONALD'S CORPORATION COM
-$172.0K
10,286
-0%
减持
MA
MASTERCARD INCORPORATED COM CL A
-$164.0K
5,162
-0%
减持
MDLZ
MONDELEZ INTL INC COM CL A
-$147.0K
14,463
-4%
减持
LMT
LOCKHEED MARTIN CORP COM
-$125.0K
2,757
-0%
减持
PG
PROCTER & GAMBLE CO COM
-$124.0K
7,010
-0%
增持
TGT
TARGET CORP COM
+$122.0K
5,919
+10%
减持
COST
COSTCO WHOLESALE CORP COM
-$116.0K
1,836
-11%
减持
NGG
NATIONAL GRID ADR SPONSORED
-$115.0K
6,503
-7%
减持
SAP
SAP SE ADR SPONSORED
-$106.0K
7,375
-5%
减持
CSCO
CISCO SYSTEMS INC COM
-$102.0K
31,564
-1%
减持
DLS
WISDOMTREE TRUST INTL SMCAP DIV ETF
-$95.0K
7,995
-8%
减持
—
CHUBB LIMITED COM
-$84.0K
5,540
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$83.0K
5,224
-0%
减持
ACWV
ISHARES INC MSCI GBL MIN VOL ETF
-$81.0K
10,461
-2%
减持
AFL
AFLAC INC COM
-$69.0K
13,903
-10%
增持
IBM
INTERNATIONAL BUS MACH CORP COM
-$66.0K
3,034
+0%
增持
—
UNILEVER PLC ADR SPONSORED
-$61.0K
32,158
+0%
增持
CNI
CANADIAN NATIONAL RAILWAYS CO COM
-$60.0K
17,057
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$59.0K
706
+28%
增持
INFY
INFOSYS LTD ADR SPONSORED
+$58.0K
40,584
+19%
增持
RELX
RELX PLC ADR SPONSORED
-$47.0K
73,997
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM CL B
-$46.0K
7,128
-0%
减持
BASFY
BASF SE ADR SPONSORED
-$45.0K
28,000
-3%
增持
—
AMERICA MOVIL SAB DE CV ADR SPONSORED
-$44.0K
16,476
+7%
增持
KOF
COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSORED
+$44.0K
11,522
+1%
减持
CAT
CATERPILLAR INC COM
-$40.0K
2,060
-3%
减持
MRSH
MARSH & MCLENNAN COMPANIES INC COM
-$36.0K
5,711
-0%
减持
AVGO
BROADCOM INC COM
-$36.0K
804
-0%
增持
—
ACTIVISION BLIZZARD INC COM
-$33.0K
10,009
+0%
减持
ADM
ARCHER-DANIELS-MIDLAND CO COM
-$29.0K
26,334
-5%
减持
CVS
CVS HEALTH CORPORATION COM
+$29.0K
11,041
-0%
增持
—
SIRIUS XM HOLDINGS INC COM
-$28.0K
91,865
+2%
减持
HD
HOME DEPOT INC COM
+$28.0K
16,823
-0%
增持
NICE
NICE LTD ADR SPONSORED
+$26.0K
1,551
+12%
减持
DBP
INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETF
-$24.0K
5,000
-2%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$24.0K
3,070
+0%
增持
DEO
DIAGEO ADR SPONSORED
+$20.0K
2,658
+7%
减持
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
-$15.0K
7,101
-1%
减持
A
AGILENT TECHNOLOGIES INC COM
+$8.0K
3,400
-0%
减持
DHR
DANAHER CORP COM
+$3.0K
871
-0%
减持
DIS
WALT DISNEY COMPANY (THE) COM
-$2.0K
12,006
-0%
减持
WM
WASTE MANAGEMENT INC COM
-$2.0K
2,774
-5%