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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 150 项建仓 52增持 62减持 27清仓 9

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$2.4M

110,006 -0%

建仓

LVMUY LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

+$2.3M

14,800

减持

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$2.1M

86,194

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

GOOG ALPHABET INC CLASS C

-$1.6M

99,658 -0%

增持

EFAV ISHARES MSCI EAF MIN VOLFCT ETF

+$1.5M

196,340 +1%

增持

EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF

+$1.5M

250,878 +1%

增持

USMV ISHARES MSCI USA MIN VOLFCTR ETF

+$1.5M

189,595 +0%

建仓

— 1/100 BERKSHIRE HTWY A CLASS A

+$1.4M

200

建仓

NTTYY NIPPON TELEG & TEL COR FSPONSORED ADR 1 ADR REPS 25 ORD SHS

+$1.3M

50,632

增持

UNH UNITEDHEALTH GROUP INC

+$1.2M

15,305 +1%

增持

HD HOME DEPOT INC

+$1.1M

17,071 +1%

建仓

ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$1.0M

18,073

建仓

SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES

+$940.0K

940,052

增持

INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$719.0K

61,352 +76%

增持

MCD MCDONALDS CORP

+$704.0K

10,855 +6%

增持

WMT WALMART INC

+$680.0K

45,520 +3%

建仓

VTSAX VANGUARD TOTAL STOCK MKT IDX ADM

+$654.0K

4,746

建仓

FIPDX FIDELITY INFLATION-PROT BD INDEX

+$597.0K

63,688

建仓

BRDCY BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$593.0K

30,800

建仓

DODGX DODGE & COX STOCK I

+$590.0K

2,152

增持

AFL AFLAC INC

+$566.0K

16,343 +16%

清仓

— ISHARES TR

-$557.0K

0 -100%

建仓

ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS

+$540.0K

20,828

增持

LMT LOCKHEED MARTIN CORP

+$539.0K

3,132 +13%

减持

REET ISHS TRUST-GLO.R ETF

+$528.0K

281,334 -6%

建仓

TRP TC ENERGY CORP FTRADES WITH DUE BILLS

+$528.0K

11,116

增持

GIB CGI INC FCLASS A

+$523.0K

30,047 +2%

建仓

ALIZY ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS

+$522.0K

15,929

增持

— UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$521.0K

34,361 +10%

建仓

KMTUY KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$488.0K

17,600

增持

VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

+$480.0K

149,633 +4%

清仓

NTR NUTRIEN LTD

-$461.0K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY CLASS B

+$446.0K

7,231 +2%

增持

RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$417.0K

9,923 +126%

增持

ADP AUTOMATIC DATA PROCESSIN

+$410.0K

6,077 +14%

建仓

SONY SONY GROUP CORP FFORWARD SPLIT WITH STOCK SPLIT SHARES

+$409.0K

4,241

增持

IBM IBM CORP

+$408.0K

4,833 +27%

清仓

VOO VANGUARD INDEX FDS

-$405.0K

0 -100%

建仓

QFIN QIFU TECHNOLOGY INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$403.0K

13,520

增持

MCK MCKESSON CORP

-$395.0K

5,138 +2%

增持

MSI MOTOROLA SOLUTIONS INC

+$395.0K

5,143 +4%

增持

RSP INVSC S P 500 EQUAL WEIGHT ETF

+$393.0K

26,044 +0%

建仓

DE DEERE & CO

+$393.0K

942

建仓

VTWAX VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL

+$391.0K

9,239

建仓

— FABRINET F

+$376.0K

1,591

增持

NGG NTNL GRID PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$373.0K

16,206 +22%

减持

INTC INTEL CORP

-$363.0K

12,689 -41%

建仓

FCNCA FIRST CTZNS BANCSHARES ICLASS A

+$358.0K

195

建仓

BASFY BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS

+$358.0K

27,200

增持

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$342.0K

16,904 +12%

建仓

ENB ENBRIDGE INC F

+$336.0K

8,297

建仓

— TE CONNECTIVITY PLC F

+$332.0K

2,200

清仓

— TE CONNECTIVITY LTD

-$330.0K

0 -100%

建仓

RCI ROGERS COMMUNICATIONS FCLASS B

+$324.0K

8,067

建仓

BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$318.0K

2,678

减持

NKE NIKE INC CLASS B

+$318.0K

25,280 -1%

增持

— BARRICK GOLD CORP F

+$308.0K

28,270 +85%

增持

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$304.0K

80,488 +5%

建仓

DGX QUEST DIAGNOSTICS INC

+$304.0K

1,959

建仓

FSKAX FIDELITY TOTAL MARKET INDEX

+$304.0K

1,922

建仓

MO ALTRIA GROUP INC

+$302.0K

5,925

清仓

FNDX SCHWAB STRATEGIC TR

-$302.0K

0 -100%

增持

HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$292.0K

63,121 +39%

建仓

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS

+$291.0K

2,751

建仓

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$289.0K

20,375

建仓

SUZ SUZANO S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$289.0K

28,951

增持

CSCO CISCO SYS INC

+$288.0K

34,516 +6%

建仓

TSCO TRACTOR SUPPLY CO

+$284.0K

978

建仓

OMC OMNICOM GROUP INC

+$283.0K

2,745

建仓

SWTSX SCHWAB TOTAL STOCK MARKET INDEX

+$283.0K

2,907

减持

— FERRARI N V NEW F

+$278.0K

5,319 -2%

建仓

VALE VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$278.0K

23,858

建仓

— KELLANOVA

+$273.0K

3,388

增持

CME CME GROUP INC CLASS A

+$272.0K

8,066 +5%

建仓

T AT&T INC

+$271.0K

12,323

建仓

ORANY ORANGE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$270.0K

23,588

增持

COST COSTCO WHSL CORP NEW

+$265.0K

2,099 +12%

建仓

DODWX DODGE & COX GLOBAL STOCK I

+$259.0K

15,332

建仓

FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$259.0K

41,959

增持

TXN TEXAS INSTRS INC

+$256.0K

2,464 +90%

建仓

ZTO ZTO EXPRESS CAYMAN INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$252.0K

10,193

建仓

LNG CHENIERE ENERGY INC

+$249.0K

1,385

建仓

BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS

+$247.0K

2,353

建仓

AWK AMERICAN WTR WKS CO INC

+$245.0K

1,678

建仓

SBS COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$242.0K

14,686

建仓

FBGRX FIDELITY BLUE CHIP GROWTH

+$242.0K

1,156

增持

SCCO SOUTHERN COPPER CORP

+$232.0K

28,015 +0%

清仓

SIMO SILICON MOTION TECHNOLOGY CO

-$231.0K

0 -100%

增持

— LINDE PLC F

+$230.0K

2,140 +19%

增持

HSBC HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$228.0K

11,520 +71%

增持

SLF SUN LIFE FINL INC F

+$225.0K

7,659 +71%

清仓

VLO VALERO ENERGY CORP

-$224.0K

0 -100%

建仓

APD AIR PRODS & CHEMS INC

+$217.0K

730

建仓

— BUNGE GLOBAL SA F

+$214.0K

2,221

建仓

SIRI SIRIUSXM HLDGS INC

+$214.0K

9,064

清仓

— HOLLYSYS AUTOMATION TCHNGY L

-$212.0K

0 -100%

增持

TM TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS

-$212.0K

9,590 +2%

增持

MDLZ MONDELEZ INTL INC CLASS A

+$211.0K

15,945 +8%

建仓

ODFL OLD DOMINION FREIGHT LIN

+$208.0K

1,049

增持

— EVEREST REINSURANCE GR F

+$206.0K

1,293 +64%

建仓

FHN FIRST HORIZON CORP

+$205.0K

13,203

增持

FMX FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS

+$204.0K

4,345 +108%

减持

— CHUBB LTD F

+$204.0K

6,956 -2%

清仓

ASX ASE TECHNOLOGY HLDG CO LTD

-$202.0K

0 -100%

建仓

PHG KONINKLIJKE PHILIPS N FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$202.0K

6,195

建仓

SNA SNAP ON INC

+$200.0K

693

增持

UPS UNITED PARCEL SVC INC CLASS B

+$198.0K

3,066 +90%

增持

CHT CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS

+$194.0K

14,096 +49%

增持

ADM ARCHER-DANIELS MIDLAND C

+$175.0K

8,036 +59%

增持

SRE SEMPRA

+$175.0K

13,520 +8%

增持

DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS

+$174.0K

3,843 +33%

增持

— AMCOR PLC F

+$174.0K

65,317 +13%

减持

EL LAUDER ESTEE COS INC CLASS A

-$165.0K

12,129 -6%

增持

— TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$157.0K

13,714 +25%

增持

ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF

+$148.0K

15,008 +0%

减持

— LOGITECH INTERNTNL SA F

-$144.0K

7,742 -10%

增持

MRSH MARSH & MCLENNAN COS INC

+$142.0K

6,140 +5%

增持

— ALCON INC F

+$129.0K

5,874 +14%

增持

— GARMIN LTD F

+$125.0K

5,251 +7%

增持

KEYS KEYSIGHT TECHNOLOGIES IN

+$125.0K

2,249 +32%

减持

SPY SPDR S&P 500 ETF

-$120.0K

694 -27%

减持

TGS TRANSPORTADORA DE GAS FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-$116.0K

64,518 -6%

增持

PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$103.0K

37,217 +15%

增持

CVS CVS HEALTH CORP

+$99.0K

11,000 +10%

增持

WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$98.0K

162,769 +4%

减持

NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-$95.0K

2,286 -29%

增持

AVGO BROADCOM INC

+$90.0K

7,520 +900%

减持

KO THE COCA-COLA CO

+$83.0K

12,736 -3%

减持

RZV INVSC SP SMALLCAP 600 PURE VALUE ETF

+$81.0K

8,615 -1%

减持

— CHECK POINT SOFTWARE T F

+$66.0K

3,604 -5%

减持

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-$63.0K

34,927 -1%

增持

MRK MERCK & CO. INC.

-$61.0K

6,059 +0%

减持

HMC HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS

-$59.0K

31,069 -4%

减持

RBA RB GLOBAL INC F

+$58.0K

20,839 -2%

增持

AZO AUTOZONE INC

+$57.0K

127 +9%

增持

RDY DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$55.0K

6,617 +7%

增持

DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF

+$47.0K

7,860 +1%

减持

BAM BROOKFIELD ASSET MGMT FCLASS A

+$43.0K

6,259 -6%

减持

TCOM TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$43.0K

6,183 -29%

减持

TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$42.0K

110,771 -6%

减持

DIS DISNEY WALT CO

-$40.0K

11,810 -0%

增持

DELL DELL TECHNOLOGIES INC CLASS C

+$39.0K

2,931 +31%

增持

WM WASTE MGMT INC DEL

+$32.0K

3,095 +8%

增持

CNI CANADIAN NATL RY CO F

+$31.0K

17,581 +2%

减持

KOF COCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS

-$30.0K

10,765 -6%

增持

SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

-$29.0K

28,994 +8%

增持

PCAR PACCAR INC

-$28.0K

19,604 +3%

减持

— WILLIS TOWERS WATSON P F

+$28.0K

2,082 -7%

减持

GPC GENUINE PARTS CO

-$25.0K

2,120 -9%

减持

AMX AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS

-$25.0K

21,029 -3%