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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 138 项建仓 12增持 69减持 40清仓 17

方向

标的

Δ市值

现股数(环比)

减持

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

-$2.9M

86,079 -0%

减持

GOOG ALPHABET INC CLASS C

+$2.2M

99,225 -0%

减持

AAPL APPLE INC

+$1.6M

108,654

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

GOOGL ALPHABET INC CLASS A

+$1.4M

61,747 -0%

减持

REET ISHS TRUST-GLO.R ETF

-$1.3M

258,393 -8%

减持

UNH UNITEDHEALTH GROUP INC

-$1.3M

15,169 -1%

清仓

EL LAUDER ESTEE COS INC CLASS A

-$1.2M

0 -100%

减持

ELV ELEVANCE HEALTH INC

-$989.0K

6,249 -1%

清仓

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

-$985.0K

0 -100%

减持

V VISA INC CLASS A

+$962.0K

23,552 -0%

增持

JANX JANUX THERAPEUTICS INC

+$940.0K

24,315 +205%

减持

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

+$826.0K

34,895 -0%

增持

EFAV ISHARES MSCI EAF MIN VOLFCT ETF

-$780.0K

201,949 +3%

增持

SCCO SOUTHERN COPPER CORP

-$673.0K

28,176 +1%

建仓

— TOWER SEMICONDUCTOR F

+$663.0K

12,889

建仓

IQ IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS

+$661.0K

329,160

增持

EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF

-$646.0K

260,123 +4%

减持

USMV ISHARES MSCI USA MIN VOLFCTR ETF

-$596.0K

188,264 -1%

清仓

— BARRICK GOLD CORP F

-$562.0K

0 -100%

减持

LMT LOCKHEED MARTIN CORP

-$507.0K

2,724 -13%

减持

— TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$505.0K

7,003 -49%

增持

WMT WALMART INC

+$462.0K

45,790 +1%

减持

AVGO BROADCOM INC

+$438.0K

7,486 -0%

增持

MCK MCKESSON CORP

+$418.0K

5,191 +1%

减持

— LYONDELLBASELL INDUSTR FCLASS A

-$399.0K

12,254 -10%

减持

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$398.0K

15,892 -6%

清仓

— APTIV PLC F

-$367.0K

0 -100%

清仓

FCNCA FIRST CTZNS BANCSHARES ICLASS A

-$358.0K

0 -100%

清仓

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

-$344.0K

0 -100%

减持

CVS CVS HEALTH CORP

-$329.0K

8,065 -27%

清仓

RCI ROGERS COMMUNICATIONS FCLASS B

-$324.0K

0 -100%

建仓

EDU NEW ORIENTAL ED & TECH FSPONSORED ADR 1 ADR REPS 10 ORD SHS

+$322.0K

5,023

建仓

FTNT FORTINET INC

+$320.0K

3,390

增持

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

-$317.0K

151,159 +1%

建仓

— APTIV PLC NEW F

+$308.0K

5,103

清仓

GPC GENUINE PARTS CO

-$296.0K

0 -100%

建仓

VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS

+$295.0K

34,768

清仓

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

-$278.0K

0 -100%

减持

MDLZ MONDELEZ INTL INC CLASS A

-$275.0K

15,065 -6%

减持

CMCSA COMCAST CORP NEW CLASS A

-$273.0K

52,020 -2%

清仓

ORANY ORANGE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$270.0K

0 -100%

增持

PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$268.0K

47,960 +29%

增持

HD HOME DEPOT INC

-$266.0K

17,100 +0%

清仓

— LAM RESH CORP CLASS EQUITY

-$264.0K

0 -100%

增持

— UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$262.0K

34,755 +1%

建仓

CF CF INDS HLDGS INC

+$256.0K

3,001

建仓

PDD PDD HOLDINGS INC FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS

+$253.0K

2,610

建仓

FOX FOX CORP CLASS B

+$253.0K

5,539

增持

WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$249.0K

368,189 +126%

减持

SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

-$248.0K

26,564 -8%

增持

CSCO CISCO SYS INC

+$246.0K

35,175 +2%

清仓

AWK AMERICAN WTR WKS CO INC

-$245.0K

0 -100%

减持

MSFT MICROSOFT CORP

-$242.0K

26,274 -0%

建仓

LRCX LAM RESH CORP CLASS EQUITY

+$234.0K

3,240

减持

— CMB TECH NV F

-$231.0K

34,442 -0%

清仓

EXPD EXPEDITORS INTL WASH INCCLASS A

-$229.0K

0 -100%

建仓

DSGX DESCARTES SYS GROUP IN F

+$224.0K

1,975

增持

NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$218.0K

4,838 +112%

清仓

— BUNGE GLOBAL SA F

-$214.0K

0 -100%

增持

LNG CHENIERE ENERGY INC

+$210.0K

2,139 +54%

清仓

OTEX OPEN TEXT CORP F

-$209.0K

0 -100%

增持

BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS

+$208.0K

5,408 +130%

清仓

ODFL OLD DOMINION FREIGHT LIN

-$208.0K

0 -100%

增持

SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$205.0K

29,058 +585%

清仓

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

-$202.0K

0 -100%

建仓

CRBG COREBRIDGE FINL INC

+$201.0K

6,744

减持

— AMCOR PLC F

-$200.0K

57,450 -12%

增持

— GARMIN LTD F

+$190.0K

5,401 +3%

增持

CNI CANADIAN NATL RY CO F

-$187.0K

18,447 +5%

减持

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

-$186.0K

15,874 -2%

增持

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

+$182.0K

9,733 +1%

减持

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

-$182.0K

8,923 -10%

减持

DIS DISNEY WALT CO

+$173.0K

11,756 -0%

减持

SWVXX SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES

-$165.0K

775,683 -17%

增持

MCD MCDONALDS CORP

-$146.0K

10,900 +0%

增持

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

+$145.0K

14,288 +6%

增持

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$140.0K

81,011 +1%

减持

— ALCON INC F

-$140.0K

5,268 -10%

增持

GIB CGI INC FCLASS A

-$131.0K

30,397 +1%

增持

PCAR PACCAR INC

+$126.0K

19,808 +1%

减持

KO THE COCA-COLA CO

-$124.0K

12,720 -0%

增持

ADP AUTOMATIC DATA PROCESSIN

+$119.0K

6,152 +1%

增持

CME CME GROUP INC CLASS A

+$118.0K

8,172 +1%

增持

AFL AFLAC INC

-$114.0K

16,565 +1%

增持

— LINDE PLC F

-$111.0K

2,173 +2%

减持

RSP INVSC S P 500 EQUAL WEIGHT ETF IV

-$104.0K

26,035 -0%

增持

MSI MOTOROLA SOLUTIONS INC

+$101.0K

5,221 +2%

增持

— LOGITECH INTERNTNL SA F

+$91.0K

9,539 +23%

增持

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

+$89.0K

12,332 +7%

增持

— FABRINET F

+$87.0K

2,108 +32%

增持

RGA REINSURANCE GROUP AMER I

+$87.0K

2,257 +24%

增持

COST COSTCO WHSL CORP NEW

+$86.0K

2,124 +1%

增持

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

+$86.0K

23,297 +12%

减持

— CHUBB LTD F

-$86.0K

6,949 -0%

减持

ADM ARCHER-DANIELS MIDLAND C

-$84.0K

7,839 -2%

增持

FHN FIRST HORIZON CORP

+$82.0K

14,254 +8%

增持

SRE SEMPRA

+$78.0K

13,772 +2%

增持

ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF

-$73.0K

15,066 +0%

减持

HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

-$71.0K

62,533 -1%

减持

IX ORIX CORP FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-$69.0K

6,210 -1%

增持

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

+$69.0K

4,252 +55%

增持

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

+$65.0K

37,423 +466%

增持

SNA SNAP ON INC

+$61.0K

770 +11%

减持

OMC OMNICOM GROUP INC

-$58.0K

2,616 -5%

减持

GFI GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$56.0K

15,992 -8%

减持

TMO THERMO FISHER SCIENTIFIC

-$50.0K

497 -0%

减持

DHR DANAHER CORP

-$49.0K

903 -2%

增持

FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$48.0K

45,307 +8%

增持

MRSH MARSH & MCLENNAN COS INC

-$44.0K

6,242 +2%

增持

DE DEERE & CO

+$40.0K

1,024 +9%

增持

ENB ENBRIDGE INC F

+$39.0K

8,842 +7%

增持

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

+$36.0K

32,161 +11%

增持

T AT&T INC

+$34.0K

13,414 +9%

增持

AZO AUTOZONE INC

+$32.0K

135 +6%

增持

BRK/B BERKSHIRE HATHAWAY CLASS B

-$30.0K

7,278 +1%

减持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

-$29.0K

19,672 -3%

增持

MO ALTRIA GROUP INC

+$29.0K

6,337 +7%

增持

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

-$27.0K

11,518 +13%

增持

— EVEREST REINSURANCE GR F

-$25.0K

1,328 +3%

增持

KEYS KEYSIGHT TECHNOLOGIES IN

+$25.0K

2,382 +6%

增持

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

+$22.0K

5,267 +21%

增持

TXN TEXAS INSTRS INC

-$21.0K

2,602 +6%

增持

— KELLANOVA

+$21.0K

3,643 +8%

增持

IBM IBM CORP

+$18.0K

4,941 +2%

减持

NMR NOMURA HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$18.0K

78,441 -6%

增持

BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$15.0K

2,926 +9%

增持

DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS

-$14.0K

4,137 +8%

增持

SLF SUN LIFE FINL INC F

+$13.0K

7,714 +1%

增持

DGX QUEST DIAGNOSTICS INC

+$13.0K

2,103 +7%

减持

SHY ISHARES 1-3 YEAR TREASRYBOND ETF

-$11.0K

6,001 -1%

增持

DELL DELL TECHNOLOGIES INC CLASS C

-$10.0K

2,933 +0%

增持

UPS UNITED PARCEL SVC INC CLASS B

-$10.0K

3,238 +6%

增持

APD AIR PRODS & CHEMS INC

+$8.0K

779 +7%

增持

TRP TC ENERGY CORP F

-$7.0K

11,203 +1%

增持

TSCO TRACTOR SUPPLY CO

-$5.0K

5,265 +438%

增持

INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$2.0K

62,420 +2%

增持

WM WASTE MGMT INC DEL

-$1.0K

3,177 +3%

增持

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

+$1.0K

14,896 +6%