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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 41增持 30减持 72清仓 7

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

-$2.9M

25,817 -0%

减持

GOOG ALPHABET INC CLASS CLASS C

-$2.7M

95,336 -0%

减持

AAPL APPLE INC

-$2.0M

107,245

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。

建仓

— ASTRAZENECA PLC F

+$1.8M

9,047

清仓

— ASTRAZENECA PLC

-$1.7M

0 -100%

建仓

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

+$1.6M

14,800

建仓

UL UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$1.6M

28,072

建仓

ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$1.5M

18,073

减持

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

-$1.3M

84,741 -2%

减持

V VISA INC CLASS CLASS A

-$1.1M

23,551 -0%

建仓

NTTYY NTT INC FSPONSORED ADR 1 ADR REPS 25 ORD SHS

+$1.1M

43,611

减持

UNH UNITEDHEALTH GROUP INC

-$932.0K

15,101 -1%

增持

SCCO SOUTHERN COPPER CORP

+$879.0K

29,881 +1%

建仓

— TOTALENERGIES F

+$731.0K

8,035

建仓

KMTUY KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$690.0K

17,600

建仓

SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR

+$683.0K

683,773

建仓

ALIZY ALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS

+$669.0K

15,929

减持

WIT WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$650.0K

96,781 -68%

建仓

BRDCY BRIDGESTONE CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$635.0K

61,600

减持

GIB CGI INC FCLASS CLASS A

-$626.0K

28,633 -3%

减持

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$612.0K

74,173 -2%

建仓

VTSAX VANGUARD TOTAL STOCK MKT IDX ADM

+$602.0K

3,854

建仓

FIPDX FIDELITY INFLATION-PROT BD INDEX

+$582.0K

63,688

减持

WMT WALMART INC

+$581.0K

45,727 -0%

增持

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

+$572.0K

31,933 +174%

减持

USMV ISHARES MSCI USA MIN VOLFACTOR ETF

-$570.0K

217,943 -1%

减持

SHEL SHELL PLC FTENDER OFFER EXP:

+$566.0K

29,281 -0%

减持

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

+$562.0K

186,312 -2%

建仓

DODGX DODGE & COX STOCK I

+$526.0K

32,704

减持

ADP AUTOMATIC DATA PROCESSIN

-$513.0K

5,079 -15%

清仓

TME TENCENT MUSIC ENTMT GROUP

-$497.0K

0 -100%

建仓

VTWAX VANGUARD TOTAL WORLD STOCK INDEX ADMIRAL

+$451.0K

9,239

增持

— LYONDELLBASELL INDUSTR FCLASS A

+$449.0K

11,976 +1%

减持

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

-$447.0K

56,361 -49%

建仓

ERIC ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$423.0K

37,617

建仓

BASFY BASF SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS

+$417.0K

27,200

减持

INFY INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$385.0K

32,747 -30%

建仓

— INTERNATIONAL EQUITY INDEX POOL

+$382.0K

14,421

减持

LMT LOCKHEED MARTIN CORP

+$363.0K

3,126 -1%

建仓

— TOTAL MARKET EQUITY INDEX POOL

+$356.0K

5,728

减持

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

-$352.0K

143,879 -3%

减持

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

+$350.0K

45,012 -2%

建仓

FSKAX FIDELITY TOTAL MARKET INDEX

+$344.0K

1,922

减持

— THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26

-$340.0K

6,508 -7%

清仓

TSCO TRACTOR SUPPLY CO

-$334.0K

0 -100%

增持

ELV ELEVANCE HEALTH INC

-$333.0K

6,081 +1%

建仓

TS TENARIS S A FSPONSORED ADR 1 ADR REPS 2 ORD SHS

+$325.0K

5,600

建仓

SWTSX SCHWAB TOTAL STOCK MARKET INDEX

+$320.0K

20,355

建仓

BKR BAKER HUGHES CO. A CLASS CLASS A

+$316.0K

5,185

建仓

MFC MANULIFE FINL CORP F

+$315.0K

9,158

建仓

FSLY FASTLY INC CLASS A

+$311.0K

10,733

建仓

ZTS ZOETIS INC CLASS CLASS A

+$311.0K

2,631

减持

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

-$310.0K

6,002 -29%

增持

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

+$309.0K

34,373 +1%

减持

HD HOME DEPOT INC

-$304.0K

16,938 -1%

增持

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

+$300.0K

67,415 +3%

建仓

VRSK VERISK ANALYTICS INC CLASS A

+$295.0K

1,556

减持

PYPL PAYPAL HLDGS INC

-$291.0K

17,270 -6%

建仓

FBGRX FIDELITY BLUE CHIP GROWTH

+$286.0K

1,156

建仓

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

+$280.0K

11,140

减持

REET ISHARES GLOBAL REIT ETF

-$277.0K

128,087 -9%

减持

IBM IBM CORP

-$272.0K

4,916 -0%

减持

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$264.0K

17,763 -0%

建仓

CNQ CANADIAN NAT RES LTD F

+$261.0K

5,362

建仓

SDZNY SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$250.0K

3,208

减持

COST COSTCO WHSL CORP NEW

+$248.0K

2,047 -1%

增持

— LINDE PLC F

+$241.0K

1,493 +27%

建仓

MPC MARATHON PETE CORP

+$240.0K

984

建仓

DODWX DODGE & COX GLOBAL STOCK I

+$236.0K

15,085

减持

MCK MCKESSON CORP

+$233.0K

5,192 -0%

建仓

FAST FASTENAL CO

+$230.0K

4,971

建仓

WDS WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$220.0K

9,214

建仓

ABEV AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$219.0K

75,000

增持

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

+$213.0K

28,035 +1%

建仓

SLB SLB LIMITED F

+$211.0K

4,117

清仓

QFIN QIFU TECHNOLOGY INC

-$211.0K

0 -100%

建仓

JNJ JOHNSON & JOHNSON

+$210.0K

861

建仓

CF CF INDS HLDGS INC

+$209.0K

1,612

建仓

KUBTY KUBOTA LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$207.0K

2,600

清仓

MCO MOODYS CORP

-$204.0K

0 -100%

清仓

CRBG COREBRIDGE FINL INC

-$203.0K

0 -100%

清仓

DEO DIAGEO PLC

-$201.0K

0 -100%

建仓

AXIA/PC CENTRAIS ELETRICAS BRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$201.0K

18,442

建仓

GILD GILEAD SCIENCES INC

+$201.0K

1,444

减持

— FERRARI N V NEW F

-$194.0K

5,235 -2%

增持

T AT&T INC

+$188.0K

25,662 +15%

增持

CME CME GROUP INC CLASS CLASS A

+$185.0K

8,161 +0%

减持

LNG CHENIERE ENERGY INC

+$182.0K

2,049 -0%

减持

BRK/B BERKSHIRE HATHAWAY CLASS B

-$179.0K

7,259 -0%

减持

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

-$168.0K

28,667 -4%

减持

— CHECK POINT SOFTWARE T F

-$161.0K

3,260 -3%

增持

PCAR PACCAR INC

+$153.0K

18,359 +2%

减持

RBA RB GLOBAL INC F

-$153.0K

21,603 -0%

减持

— GARMIN LTD F

+$138.0K

5,256 -1%

减持

— TOWER SEMICONDUCTOR LT F

+$137.0K

2,501 -2%

增持

SU SUNCOR ENERGY INC NEW F

+$134.0K

5,997 +1%

减持

— ANGLOGOLD ASHANTI PLC F

+$134.0K

13,222 -2%

减持

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

+$129.0K

21,193 -2%

减持

NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-$127.0K

4,926 -0%

增持

SKM SK TELECOM CO LTD FSPONSORED ADR 0.555555555556 ORD SHS

+$125.0K

12,780 +5%

减持

BIDU BAIDU INC F

-$121.0K

5,501 -2%

减持

CI THE CIGNA GROUP

-$116.0K

12,467 -0%

增持

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

+$104.0K

13,810 +0%

减持

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

-$100.0K

222,435 -2%

增持

VZ VERIZON COMMUNICATIONS I

+$96.0K

8,623 +4%

减持

SRE SEMPRA

+$95.0K

11,441 -1%

减持

DE DEERE & CO

+$94.0K

1,025 -1%

增持

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

+$92.0K

31,852 +0%

减持

— LOGITECH INTERNTNL S FCLASS CLASS N

-$91.0K

6,728 -4%

减持

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

-$90.0K

4,260 -0%

减持

— WILLIS TOWERS WATSON P F

-$89.0K

1,973 -2%

减持

— CMB TECH NV F

+$89.0K

33,166 -3%

增持

KO THE COCA-COLA CO

+$88.0K

12,624 +1%

减持

MRSH MARSH & MCLENNAN COS INC

-$85.0K

5,653 -2%

减持

— CHUBB LTD F

+$85.0K

6,862 -0%

减持

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

+$84.0K

6,721 -1%

增持

CNI CANADIAN NATL RY CO F

+$84.0K

16,394 +1%

减持

TRP TC ENERGY CORP F

+$84.0K

11,067 -0%

减持

TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS

+$83.0K

30,702 -1%

减持

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

-$82.0K

9,168 -0%

减持

FOX FOX CORP CLASS B

-$81.0K

5,420 -5%

增持

NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$71.0K

42,586 +1%

减持

PSO PEARSON PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$68.0K

35,692 -7%

增持

ADM ARCHER-DANIELS MIDLAND C

+$66.0K

4,126 +1%

增持

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

+$66.0K

88,146 +17%

减持

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

-$64.0K

20,653 -1%

增持

DGX QUEST DIAGNOSTICS INC

+$55.0K

2,111 +2%

增持

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

+$52.0K

12,504 +0%

减持

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

+$52.0K

29,297 -0%

减持

MO ALTRIA GROUP INC

+$51.0K

6,199 -0%

减持

MCD MCDONALDS CORP

+$50.0K

10,804 -0%

减持

BAM BROOKFIELD ASSET MGMT FCLASS A

-$50.0K

6,254 -0%

增持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

+$50.0K

16,421 +2%

增持

AZO AUTOZONE INC

+$49.0K

150 +11%

减持

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

+$48.0K

5,407 -1%

减持

B BARRICK MNG CORP F

-$47.0K

11,449 -3%

减持

IX ORIX CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$46.0K

63,234 -0%

增持

SNA SNAP ON INC

+$37.0K

769 +9%

减持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$37.0K

5,155 -8%

增持

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

+$37.0K

46,059 +8%

减持

BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

-$32.0K

2,674 -6%

减持

FHN FIRST HORIZON CORP

-$30.0K

12,530 -5%

增持

CMCSA COMCAST CORP NEW CLASS A

+$30.0K

52,355 +6%

减持

RZV INVESCO S&P SMALLCAP 600PURE VALUE ETF

+$27.0K

8,363 -2%

减持

AFL AFLAC INC

-$26.0K

16,468 -1%

减持

WM WASTE MGMT INC DEL

+$23.0K

3,137 -1%

减持

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

+$21.0K

97,559 -2%

减持

— ALCON INC F

-$21.0K

4,577 -1%

增持

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

+$20.0K

22,179 +2%

增持

RTO RENTOKIL INITIAL PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$19.0K

7,316 +2%