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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 106 项建仓 11增持 24减持 60清仓 11

方向

标的

Δ市值

现股数(环比)

减持

UNH UNITEDHEALTH GROUP INC

-$3.2M

15,114 -0%

减持

MSFT MICROSOFT CORP

+$3.2M

26,189 -0%

减持

GOOG ALPHABET INC CLASS C

+$2.1M

99,122

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

AAPL APPLE INC

-$1.9M

108,370 -0%

减持

EFAV ISHARES MSCI EAF MIN VOLFCT ETF

+$1.2M

203,456 -0%

减持

EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF

+$893.0K

253,407 -2%

建仓

BVN COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$724.0K

44,105

增持

USMV ISHARES MSCI USA MIN VOLFCTR ETF

+$708.0K

218,975 +3%

清仓

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

-$534.0K

0 -100%

建仓

— ELBIT SYSTEMS LTD F

+$461.0K

1,026

清仓

IQ IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS

-$447.0K

0 -100%

增持

IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$371.0K

45,636 +45%

增持

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

+$364.0K

92,403 +7%

减持

ELV ELEVANCE HEALTH INC

-$362.0K

6,161 -3%

增持

— FERRARI N V NEW F

+$342.0K

5,335 +0%

建仓

PBR/A PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$320.0K

27,813

减持

AMGN AMGEN INC

-$313.0K

9,027 -1%

清仓

— APTIV PLC NEW F

-$303.0K

0 -100%

建仓

SKM SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS

+$283.0K

12,130

清仓

ADM ARCHER-DANIELS MIDLAND C

-$274.0K

0 -100%

清仓

— EVEREST REINSURANCE GR F

-$274.0K

0 -100%

减持

— LINDE PLC F

-$271.0K

1,612 -27%

减持

INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$268.0K

35,865 -30%

减持

CSCO CISCO SYS INC

+$268.0K

35,166 -0%

建仓

BALL BALL CORP

+$266.0K

4,759

减持

DIS DISNEY WALT CO

+$263.0K

10,567 -0%

建仓

AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$263.0K

36,345

清仓

TMO THERMO FISHER SCIENTIFIC

-$247.0K

0 -100%

增持

SCCO SOUTHERN COPPER CORP

+$246.0K

28,637 +1%

建仓

B BARRICK MNG CORP F

+$246.0K

11,843

清仓

APD AIR PRODS & CHEMS INC

-$245.0K

0 -100%

减持

MRSH MARSH & MCLENNAN COS INC

-$240.0K

5,871 -6%

建仓

BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$233.0K

3,397

减持

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

-$230.0K

2,805 -37%

清仓

— BARRICK GOLD CORP F

-$230.0K

0 -100%

建仓

CF CF INDS HLDGS INC

+$226.0K

2,458

清仓

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

-$226.0K

0 -100%

清仓

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

-$224.0K

0 -100%

减持

MCD MCDONALDS CORP

-$221.0K

10,853 -0%

清仓

EXPD EXPEDITORS INTL WASH INCCLASS A

-$209.0K

0 -100%

建仓

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

+$209.0K

11,666

减持

— MR COOPER GROUP INC

+$209.0K

7,677 -2%

减持

PCAR PACCAR INC

-$202.0K

17,966 -8%

增持

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

+$200.0K

11,027 +42%

建仓

MCO MOODYS CORP

+$200.0K

400

增持

COF CAPITAL ONE FINL CORP

+$192.0K

3,375 +15%

减持

— LOGITECH INTERNTNL S F

-$186.0K

6,873 -28%

减持

NKE NIKE INC CLASS B

+$181.0K

24,740 -0%

减持

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

-$172.0K

146,068 -3%

减持

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

-$171.0K

72,942 -31%

增持

NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$165.0K

4,933 +2%

减持

— LYONDELLBASELL INDUSTR FCLASS A

-$161.0K

12,129 -1%

增持

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

+$159.0K

19,194 +31%

减持

GIB CGI INC FCLASS A

+$147.0K

29,532 -0%

减持

BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS

-$139.0K

5,623 -17%

减持

FDX FEDEX CORP

-$136.0K

6,100 -2%

减持

PYPL PAYPAL HLDGS INC

+$131.0K

18,370 -3%

减持

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

-$126.0K

9,247 -5%

减持

TME TENCENT MUSIC ENTMT GR F

+$124.0K

25,996 -2%

减持

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

-$120.0K

21,755 -38%

增持

— ANGLOGOLD ASHANTI PLC F

+$115.0K

13,541 +0%

减持

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

+$109.0K

43,611 -1%

减持

TXN TEXAS INSTRS INC

-$100.0K

1,532 -34%

减持

REET ISHARES GLOBAL REIT ETF

-$98.0K

169,422 -4%

增持

SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR

+$95.0K

627,986 +18%

减持

TGT TARGET CORP EQUITY CLASS EQUITY

-$93.0K

4,726 -12%

减持

SHEL SHELL PLC FTENDER OFFER EXP:

-$89.0K

29,344 -0%

增持

SLF SUN LIFE FINL INC F

+$88.0K

7,966 +3%

减持

— WILLIS TOWERS WATSON P F

-$86.0K

2,015 -3%

减持

— TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$81.0K

7,538 -10%

减持

WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$81.0K

303,074 -7%

增持

LMT LOCKHEED MARTIN CORP

+$72.0K

3,195 +1%

增持

ACWV ISHARES MSCI GLOBAL MIN VOL FCT ETF

+$72.0K

15,985 +2%

增持

DELL DELL TECHNOLOGIES INC CLASS C

+$71.0K

2,247 +0%

减持

— AMCOR PLC F

-$68.0K

52,188 -8%

增持

VZ VERIZON COMMUNICATIONS I

+$62.0K

13,777 +17%

减持

— GARMIN LTD F

-$58.0K

5,339 -1%

减持

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

+$51.0K

21,634 -6%

减持

CNI CANADIAN NATL RY CO F

+$51.0K

17,942 -4%

增持

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

+$50.0K

17,056 +7%

增持

CMCSA COMCAST CORP NEW CLASS A

+$50.0K

52,358 +6%

减持

RZV INVSC SP SMALLCAP 600 PURE VALUE ETF

+$45.0K

8,567 -1%

减持

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

+$45.0K

28,004 -2%

减持

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

+$42.0K

12,905 -8%

减持

TSCO TRACTOR SUPPLY CO

-$39.0K

4,680 -10%

减持

SNA SNAP ON INC

-$37.0K

703 -7%

减持

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

-$33.0K

11,302 -3%

增持

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

+$32.0K

5,259 +23%

减持

UNP UNION PAC CORP

-$32.0K

3,901 -1%

减持

SRE SEMPRA

-$28.0K

11,410 -9%

减持

CRBG COREBRIDGE FINL INC

+$19.0K

6,744 -3%

减持

KEYS KEYSIGHT TECHNOLOGIES IN

+$17.0K

2,247 -4%

减持

TRP TC ENERGY CORP F

+$16.0K

11,160 -0%

增持

HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$13.0K

63,266 +1%

减持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

-$13.0K

32,520 -6%

减持

FOX FOX CORP CLASS B

-$10.0K

5,539 -1%

增持

ORLY O REILLY AUTOMOTIVE INC

-$9.0K

4,005 +1452%

增持

MDLZ MONDELEZ INTL INC CLASS A

+$9.0K

16,871 +1%

减持

ENB ENBRIDGE INC F

+$8.0K

11,552 -1%

增持

— CHECK POINT SOFTWARE T F

-$8.0K

3,680 +2%

减持

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

+$5.0K

99,707 -10%

减持

AXIA ELETROBRAS ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$4.0K

70,179 -4%

减持

— CMB TECH NV F

-$4.0K

34,206 -1%

减持

FHN FIRST HORIZON CORP

+$4.0K

13,212 -7%

增持

— ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

-$3.0K

17,862 +5%

减持

SHY ISHARES 1-3 YEAR TREASRYBOND ETF

-$2.0K

5,829 -0%