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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 119 项建仓 8增持 56减持 45清仓 10

方向

标的

Δ市值

现股数(环比)

减持

GOOG ALPHABET INC CLASS C

-$3.4M

99,177 -0%

增持

USMV ISHARES MSCI USA MIN VOLFCTR ETF

+$3.1M

211,915 +13%

减持

AAPL APPLE INC

-$3.1M

108,554

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

REET ISHS TRUST-GLO.R ETF

-$1.9M

176,521 -32%

建仓

BRK/A BERKSHIRE HATHAWAY INC DCLASS A

+$1.6M

增持

EFAV ISHARES MSCI EAF MIN VOLFCT ETF

+$1.6M

203,486 +1%

增持

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

-$1.4M

86,606 +1%

清仓

— 1/100 BERKSHIRE HTWY A CLASS A

-$1.4M

0 -100%

减持

MSFT MICROSOFT CORP

-$1.2M

26,262 -0%

清仓

— TOWER SEMICONDUCTOR F

-$663.0K

0 -100%

增持

SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$491.0K

29,415 +11%

清仓

RGA REINSURANCE GROUP AMER I

-$482.0K

0 -100%

清仓

— FABRINET F

-$463.0K

0 -100%

增持

ELV ELEVANCE HEALTH INC

+$453.0K

6,341 +1%

减持

INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$436.0K

51,112 -18%

增持

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$435.0K

17,776 +12%

清仓

UPS UNITED PARCEL SVC INC CLASS B

-$408.0K

0 -100%

减持

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$404.0K

81,000 -0%

减持

HD HOME DEPOT INC

-$395.0K

17,071 -0%

建仓

TME TENCENT MUSIC ENTMT GR FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$382.0K

26,543

减持

GIB CGI INC FCLASS A

-$375.0K

29,537 -3%

减持

NKE NIKE INC CLASS B

-$336.0K

24,840 -2%

增持

CVS CVS HEALTH CORP

+$336.0K

10,316 +28%

增持

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

+$334.0K

151,174 +0%

增持

T AT&T INC

+$330.0K

22,456 +67%

清仓

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

-$322.0K

0 -100%

减持

SRE SEMPRA

-$316.0K

12,511 -9%

减持

WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$307.0K

325,598 -12%

增持

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

+$270.0K

4,420 +69%

减持

DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS

-$268.0K

2,455 -41%

减持

DIS DISNEY WALT CO

-$262.0K

10,610 -10%

清仓

CF CF INDS HLDGS INC

-$256.0K

0 -100%

增持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$255.0K

34,671 +76%

减持

SWVXX SCHWAB VALUE ADVANTAGE MONEY INV

-$243.0K

532,465 -31%

建仓

BEKE KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS

+$233.0K

11,624

减持

MCD MCDONALDS CORP

+$232.0K

10,857 -0%

建仓

— BARRICK GOLD CORP F

+$230.0K

11,843

增持

MDLZ MONDELEZ INTL INC CLASS A

+$229.0K

16,631 +10%

建仓

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

+$226.0K

22,719

清仓

OMC OMNICOM GROUP INC

-$225.0K

0 -100%

清仓

DSGX DESCARTES SYS GROUP IN F

-$224.0K

0 -100%

建仓

VICI VICI PPTYS INC REIT

+$216.0K

6,646

减持

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

-$215.0K

28,454 -24%

减持

IQ IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS

-$214.0K

198,041 -40%

建仓

EXPD EXPEDITORS INTL WASH INCCLASS A

+$209.0K

1,743

减持

— EVEREST REINSURANCE GR F

-$207.0K

755 -43%

清仓

DHR DANAHER CORP

-$207.0K

0 -100%

减持

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

-$206.0K

43,832 -13%

增持

VZ VERIZON COMMUNICATIONS I

+$204.0K

11,781 +42%

增持

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

+$204.0K

4,267 +0%

建仓

— VANGUARD GLOBAL MINIMUM VOLATILITY ADMR

+$200.0K

6,132

增持

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

+$196.0K

105,727 +35%

增持

ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF

+$178.0K

15,671 +4%

增持

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

-$176.0K

9,734 +0%

减持

— ANGLOGOLD ASHANTI PLC F

+$176.0K

13,529 -4%

增持

BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS

+$166.0K

6,753 +25%

增持

— TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$162.0K

8,396 +20%

减持

MSI MOTOROLA SOLUTIONS INC

-$157.0K

5,155 -1%

减持

VTSAX VANGUARD TOTAL STOCK MKT IDX ADM

-$154.0K

3,854 -19%

减持

PCAR PACCAR INC

-$151.0K

19,607 -1%

增持

— CHECK POINT SOFTWARE T F

+$150.0K

3,608 +0%

增持

AFL AFLAC INC

+$143.0K

16,693 +1%

增持

IBM IBM CORP

+$142.0K

4,942 +0%

增持

— ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$142.0K

17,033 +1%

增持

ENB ENBRIDGE INC F

+$140.0K

11,625 +31%

减持

CMCSA COMCAST CORP NEW CLASS A

-$134.0K

49,276 -5%

减持

DELL DELL TECHNOLOGIES INC CLASS C

-$133.0K

2,239 -24%

增持

FINV FINVOLUTION GROUP FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$131.0K

45,503 +0%

增持

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

+$124.0K

29,067 +0%

减持

ADM ARCHER-DANIELS MIDLAND C

-$122.0K

5,727 -27%

增持

— LINDE PLC F

+$118.0K

2,206 +2%

增持

WMT WALMART INC

-$117.0K

45,792 +0%

减持

KO THE COCA-COLA CO

+$108.0K

12,566 -1%

增持

RZV INVSC SP SMALLCAP 600 PURE VALUE ETF

-$107.0K

8,622 +0%

增持

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

+$99.0K

12,336 +0%

增持

WM WASTE MGMT INC DEL

+$94.0K

3,178 +0%

减持

— UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$93.0K

31,531 -9%

增持

CSCO CISCO SYS INC

+$89.0K

35,195 +0%

增持

LMT LOCKHEED MARTIN CORP

+$84.0K

3,150 +16%

增持

SCCO SOUTHERN COPPER CORP

+$84.0K

28,367 +1%

减持

BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$75.0K

2,837 -3%

增持

ORLY O REILLY AUTOMOTIVE INC

+$71.0K

258 +2%

增持

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

+$69.0K

5,324 +1%

减持

TXN TEXAS INSTRS INC

-$69.0K

2,329 -10%

增持

NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$67.0K

4,840 +0%

增持

COST COSTCO WHSL CORP NEW

+$65.0K

2,127 +0%

减持

EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF

-$63.0K

257,474 -1%

增持

— GARMIN LTD F

+$58.0K

5,402 +0%

增持

CNI CANADIAN NATL RY CO F

-$57.0K

18,633 +1%

增持

DE DEERE & CO

+$54.0K

1,039 +1%

增持

MO ALTRIA GROUP INC

+$49.0K

6,342 +0%

增持

BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$46.0K

7,772 +2%

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

-$44.0K

26,084 +0%

增持

FOX FOX CORP CLASS B

+$42.0K

5,608 +1%

增持

LNG CHENIERE ENERGY INC

+$39.0K

2,155 +1%

减持

KEYS KEYSIGHT TECHNOLOGIES IN

-$31.0K

2,345 -2%

减持

— CMB TECH NV F

-$30.0K

34,416 -0%

减持

INTC INTEL CORP

+$28.0K

12,431 -2%

减持

UNP UNION PAC CORP

+$27.0K

3,936 -1%

增持

DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF

+$27.0K

7,896 +0%

减持

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

+$26.0K

23,030 -1%

减持

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

-$25.0K

13,997 -12%

增持

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

+$24.0K

14,902 +0%

减持

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

-$20.0K

29,448 -15%

增持

APD AIR PRODS & CHEMS INC

+$20.0K

833 +7%

增持

CRBG COREBRIDGE FINL INC

+$19.0K

6,981 +4%

增持

— FERRARI N V NEW F

+$17.0K

5,320 +0%

减持

PG PROCTER & GAMBLE CO

+$11.0K

6,854 -1%

增持

FHN FIRST HORIZON CORP

-$11.0K

14,263 +0%

减持

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

+$10.0K

8,899 -0%

减持

SHY ISHARES 1-3 YEAR TREASRYBOND ETF

-$7.0K

5,853 -2%

减持

— AMCOR PLC F

+$7.0K

56,476 -2%

减持

SNA SNAP ON INC

-$6.0K

759 -1%

增持

FTNT FORTINET INC

+$6.0K

3,392 +0%

减持

TSCO TRACTOR SUPPLY CO

+$6.0K

5,190 -1%

增持

PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$5.0K

47,975 +0%

增持

IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$3.0K

31,448 +406%

减持

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

-$1.0K

11,308 -2%

增持

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

-$1.0K

34,944 +9%