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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 89 项
建仓 5
增持 17
减持 33
清仓 34
方向
标的
Δ市值
现股数(环比)
清仓
USMV
ISHARES TRUST MSCI USA MIN VOL FACTOR ETF
-$13.6M
0
-100%
清仓
EEMV
ISHARES INC MSCI EMERGING MARKETS MIN V
-$12.9M
0
-100%
清仓
EFAV
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF
-$12.2M
0
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。
-100%
清仓
REET
ISHARES TRUST GLOBAL REIT ETF
-$8.4M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
-$3.9M
0
-100%
清仓
LVMUY
LVMH MOET HENNESSY VUITTON SE ADR UNSPONSORED
-$2.8M
0
-100%
减持
AAPL
APPLE INC
-$2.6M
111,054
-0%
清仓
NTTYY
NIPPON TEL & TEL CORP ADR SPONSORED
-$1.5M
0
-100%
清仓
ACWV
ISHARES INC MSCI GBL MIN VOL ETF
-$1.4M
0
-100%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$1.3M
0
-100%
减持
NICE
NICE LTD
-$1.1M
1,569
-76%
清仓
BRK/A
BERKSHIRE HATHAWAY INC COM CL A
-$1.0M
0
-100%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$1.0M
2,645
-61%
减持
GOOG
ALPHABET INC
+$1.0M
99,899
-1%
清仓
RWO
SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF
-$954.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$866.0K
86,528
+100%
清仓
RZV
INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETF
-$821.0K
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$778.0K
14,479
-1%
减持
MSFT
MICROSOFT CORP
-$659.0K
26,430
-0%
清仓
BRDCY
BRIDGESTONE CORP ADR UNSPONSORED
-$631.0K
0
-100%
清仓
—
ISHARES TRUST INTL DEVPPTY ETF
-$561.0K
0
-100%
清仓
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
-$511.0K
0
-100%
清仓
VIG
VANGUARD DIV APP ETF
-$503.0K
0
-100%
清仓
KMTUY
KOMATSU ADR SPONSORED
-$476.0K
0
-100%
清仓
DLS
WISDOMTREE TRUST INTL SMCAP DIV ETF
-$475.0K
0
-100%
清仓
SPY
SPDR S&P500 ETF TRUST TR UNIT ETF
-$422.0K
0
-100%
减持
RCI
ROGERS COMMUNICATIONS INC
-$397.0K
9,666
-43%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$384.0K
14,605
-0%
清仓
ALIZY
ALLIANZ SE ADR UNSPONSORED
-$369.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$368.0K
10,264
-0%
清仓
SNN
SMITH & NEPHEW ADR SPONSORED
-$363.0K
0
-100%
减持
DEO
DIAGEO PLC
-$362.0K
2,529
-41%
减持
UNH
UNITEDHEALTH GROUP INC
+$352.0K
15,276
-0%
清仓
BASFY
BASF SE ADR SPONSORED
-$339.0K
0
-100%
清仓
VOO
VANGUARD S&P 500 ETF SHS
-$330.0K
0
-100%
增持
WIT
WIPRO LTD
+$329.0K
151,687
+77%
减持
TGS
TRANSPORTADORA DE GAS SUR
-$321.0K
82,565
-2%
清仓
IJS
ISHARES TRUST SP SMCP600VL ETF
-$317.0K
0
-100%
建仓
PSO
PEARSON PLC
+$304.0K
28,913
清仓
SIMO
SILICON MOTION TECHNOLOGY CORP ADR
-$265.0K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR SCHWAB FDT US LG ETF
-$260.0K
0
-100%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$250.0K
16,191
清仓
DBP
INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETF
-$246.0K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$243.0K
18,133
-1%
清仓
ABEV
AMBEV SA ADR SPONSORED
-$238.0K
0
-100%
清仓
MHGVY
MOWI ASA ADR SPONSORED
-$238.0K
0
-100%
清仓
WMMVY
WAL-MART DE MEXICO SAB DE CV ADR SPONSORED
-$236.0K
0
-100%
清仓
—
LIBERTY MEDIA CORPORATION COM
-$233.0K
0
-100%
清仓
—
CRH ADR SPONSORED
-$227.0K
0
-100%
清仓
TXN
TEXAS INSTRUMENTS INC COM
-$226.0K
0
-100%
增持
—
CHUBB LIMITED
+$224.0K
6,833
+10%
清仓
NJDCY
NIDEC CORPORATION ADR SPONSORED
-$206.0K
0
-100%
建仓
FSLY
FASTLY INC
+$205.0K
10,733
建仓
DHR
DANAHER CORPORATION
+$205.0K
830
建仓
VLO
VALERO ENERGY CORP
+$203.0K
1,435
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$188.0K
10,262
-7%
减持
NGG
NATIONAL GRID PLC
-$150.0K
16,473
-3%
减持
CMCSA
COMCAST CORP NEW
+$147.0K
53,355
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$144.0K
2,721
-0%
增持
—
TOTALENERGIES SE
+$133.0K
10,379
+9%
增持
HMC
HONDA MOTOR LTD
+$108.0K
31,981
+0%
增持
SHEL
SHELL PLC
+$108.0K
26,585
+0%
减持
CME
CME GROUP INC
+$107.0K
7,587
-0%
减持
AMX
AMERICA MOVIL SAB DE CV
-$105.0K
21,735
-2%
增持
—
UNILEVER PLC
-$89.0K
32,803
+0%
增持
—
LINDE PLC
+$88.0K
1,060
+32%
增持
VIPS
VIPSHOP HOLDINGS LIMITED
-$71.0K
144,768
+0%
增持
RELX
RELX PLC
+$69.0K
75,652
+2%
减持
—
LOGITECH INTL S A
+$66.0K
7,001
-0%
减持
WFG
WEST FRASER TIMBER CO LTD
-$63.0K
4,643
-0%
增持
SRE
SEMPRA
-$62.0K
12,864
+100%
减持
WM
WASTE MGMT INC DEL
-$59.0K
2,773
-0%
减持
KO
COCA COLA CO
-$57.0K
13,332
-0%
减持
RBA
RB GLOBAL INC
+$52.0K
21,244
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$50.0K
3,067
-0%
减持
COST
COSTCO WHSL CORP NEW
+$47.0K
1,841
-0%
增持
—
EURONAV NV
+$47.0K
36,254
+1%
减持
PG
PROCTER AND GAMBLE CO
-$44.0K
6,964
-0%
增持
MCK
MCKESSON CORP
+$41.0K
4,992
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$34.0K
7,201
+0%
增持
HSBC
HSBC HLDGS PLC
+$30.0K
6,060
+14%
减持
VALE
VALE S A
-$30.0K
15,660
-12%
增持
TELFY
TELEFONICA S A
+$29.0K
117,476
+5%
减持
—
CHECK POINT SOFTWARE TECH LT
+$28.0K
3,904
-1%
增持
—
ALCON AG
-$25.0K
5,042
+0%
减持
RTO
RENTOKIL INITIAL PLC
-$19.0K
8,957
-0%
减持
NTES
NETEASE INC
+$12.0K
3,537
-0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$6.0K
26,294
-0%
减持
—
GARMIN LTD
+$2.0K
2,426
-0%