MEITAV INVESTMENT HOUSE LTD
BENE-BERAQ L3 · SEC CIK 0001398346
$91.20亿2026Q1 申报市值
232持仓数
45.4%前十大占比 · 第一大 11.2%
14 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$1.32亿
QQQM 加仓+$1.24亿
AMZN 加仓+$1.10亿
XLY 加仓+$1.05亿
XLI 加仓+$9,899.78万
2026Q1 卖出最多 按季末市值估算
XLF 减仓-$1.07亿
PLD 减仓-$8,034.43万
VRT 减仓-$7,279.35万
XRT 清仓-$4,776.24万
SIL 减仓-$4,206.74万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $3,547.34万 | 0.39% | 369,004 | 78,721 | 27.1% | $756.77万 | 加仓 |
| GOOGL | ALPHABET INC | $3,553.34万 | 0.39% | 123,922 | -32,202 | -20.6% | -$923.36万 | 减仓 |
| NKE | NIKE INC | $3,559.41万 | 0.39% | 673,875 | -282,513 | -29.5% | -$1,492.23万 | 减仓 |
| KCE | SPDR SERIES TRUST | $3,760.24万 | 0.41% | 273,273 | -13,447 | -4.7% | -$185.03万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,894.58万 | 0.43% | 317,200 | 52,000 | 19.6% | $638.46万 | 加仓 |
| BA | BOEING CO | $3,932.95万 | 0.43% | 197,606 | 48,706 | 32.7% | $969.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,042.00万 | 0.44% | 80,922 | 8,140 | 11.2% | $406.59万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $4,489.08万 | 0.49% | 158,200 | -40,000 | -20.2% | -$1,135.04万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $4,564.70万 | 0.50% | 275,480 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $4,655.84万 | 0.51% | 350,369 | -76,878 | -18.0% | -$1,021.59万 | 减仓 |
| TATT | TAT TECHNOLOGIES LTD | $4,798.87万 | 0.53% | 1,211,860 | 3,122 | 0.3% | $12.36万 | 加仓 |
| BX | BLACKSTONE INC | $4,848.32万 | 0.53% | 421,630 | 54,385 | 14.8% | $625.37万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $4,905.82万 | 0.54% | 1,066,020 | 95,600 | 9.9% | $439.95万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,013.13万 | 0.55% | 108,747 | 465 | 0.4% | $21.44万 | 加仓 |
| CAMT | CAMTEK LTD | $5,183.57万 | 0.57% | 349,773 | 35,811 | 11.4% | $530.71万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $5,194.60万 | 0.57% | 1,017,551 | 858,954 | 541.6% | $4,384.96万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,347.93万 | 0.59% | 168,100 | 168,100 | — | $5,347.93万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,496.97万 | 0.60% | 349,502 | 346,099 | 10,170.4% | $5,443.45万 | 加仓 |
| EQT | EQT CORP | $5,632.14万 | 0.62% | 885,000 | 0 | 0.0% | — | 不变 |
| ETN | ATON CORP PLC | $5,714.06万 | 0.63% | 159,758 | 6,366 | 4.2% | $227.69万 | 加仓 |
| DXJ | WISDOMTREE TR | $5,853.05万 | 0.64% | 369,091 | 198,137 | 115.9% | $3,142.06万 | 加仓 |
| PAVE | GLOBAL X FDS | $6,204.03万 | 0.68% | 1,221,025 | 15,730 | 1.3% | $79.92万 | 加仓 |
| EWT | ISHARES INC | $6,359.18万 | 0.70% | 896,670 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $6,601.98万 | 0.72% | 1,175,148 | 328,915 | 38.9% | $1,847.84万 | 加仓 |
| SIL | GLOBAL X FDS | $6,783.02万 | 0.74% | 753,000 | -467,000 | -38.3% | -$4,206.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,980.15万 | 0.77% | 237,291 | 193,360 | 440.1% | $5,687.88万 | 加仓 |
| UBER | BER TECHNOLOGIES INC | $7,004.11万 | 0.77% | 973,832 | 242,386 | 33.1% | $1,743.32万 | 加仓 |
| ORCL | ORACLE CORP | $7,046.85万 | 0.77% | 479,194 | 138,393 | 40.6% | $2,035.16万 | 加仓 |
| VST | VISTRA CORP | $7,130.15万 | 0.78% | 474,300 | 200,000 | 72.9% | $3,006.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $7,183.34万 | 0.79% | 773,400 | -68,700 | -8.2% | -$638.09万 | 减仓 |
| XME | SPDR SERIES TRUST | $7,958.86万 | 0.87% | 736,863 | -102,241 | -12.2% | -$1,104.31万 | 减仓 |
| KKR | KKR & CO INC | $8,678.46万 | 0.95% | 938,212 | 346,035 | 58.4% | $3,200.82万 | 加仓 |
| GOOG | LPHABET INC | $9,341.62万 | 1.02% | 326,185 | -18,906 | -5.5% | -$541.45万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $1.03亿 | 1.13% | 3,906,396 | 472,092 | 13.7% | $1,243.96万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1.03亿 | 1.13% | 809,579 | -159,840 | -16.5% | -$2,041.64万 | 减仓 |
| GDX | VANECK ETF TRUST | $1.11亿 | 1.22% | 1,211,200 | 493,000 | 68.6% | $4,524.26万 | 加仓 |
| AVGO | BROADCOM INC | $1.13亿 | 1.24% | 369,171 | 127,427 | 52.7% | $3,910.84万 | 加仓 |
| V | VISA INC | $1.36亿 | 1.49% | 449,225 | 173,777 | 63.1% | $5,251.67万 | 加仓 |
| EPI | WISDOMTREE TR | $1.42亿 | 1.56% | 3,480,035 | 301,826 | 9.5% | $1,231.45万 | 加仓 |
| ICL | ICL GROUP LTD | $1.52亿 | 1.67% | 29,770,104 | 1,081,641 | 3.8% | $553.47万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1.58亿 | 1.74% | 3,452,577 | 871,665 | 33.8% | $4,000.07万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.63亿 | 1.79% | 3,302,334 | -2,167,171 | -39.6% | -$1.07亿 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2.15亿 | 2.36% | 1,330,667 | 612,118 | 85.2% | $9,899.78万 | 加仓 |
| XLY | ELECT SECTOR SPDR TR | $2.16亿 | 2.37% | 1,984,664 | 965,119 | 94.7% | $1.05亿 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2.33亿 | 2.55% | 1,586,797 | -110,413 | -6.5% | -$1,618.76万 | 减仓 |
| NVMI | NOVA LTD | $2.47亿 | 2.71% | 572,189 | 20,345 | 3.7% | $879.40万 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $2.48亿 | 2.71% | 3,686,566 | -297,729 | -7.5% | -$1,998.90万 | 减仓 |
| META | META PLATFORMS INC | $2.54亿 | 2.78% | 443,682 | 154,194 | 53.3% | $8,814.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.68亿 | 2.94% | 1,536,778 | 412,010 | 36.6% | $7,176.56万 | 加仓 |
| AMZN | AMAZON COM INC | $2.82亿 | 3.09% | 1,355,565 | 527,246 | 63.7% | $1.10亿 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $3.08亿 | 3.38% | 1,777,487 | -106,288 | -5.6% | -$1,840.97万 | 减仓 |
| ESLT | ELBIT SYS LTD | $3.33亿 | 3.65% | 397,089 | 32,617 | 8.9% | $2,735.15万 | 加仓 |
| SMH | VANECK ETF TRUST | $3.47亿 | 3.81% | 905,426 | 133,601 | 17.3% | $5,122.26万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $3.51亿 | 3.85% | 3,170,335 | -162,185 | -4.9% | -$1,797.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3.63亿 | 3.99% | 629,747 | -39,498 | -5.9% | -$2,279.62万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $6.12亿 | 6.71% | 2,576,146 | 520,102 | 25.3% | $1.24亿 | 加仓 |
| SPY | TATE STR SPDR S&P 500 ETF T | $10.22亿 | 11.21% | 1,572,253 | 203,050 | 14.8% | $1.32亿 | 加仓 |