MEITAV INVESTMENT HOUSE LTD
BENE-BERAQ L3 · SEC CIK 0001398346
$148.67亿2026Q2 申报市值
299持仓数
44.2%前十大占比 · 第一大 11.6%
114 / 48新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 新建仓+$17.18亿
IVV 新建仓+$4.07亿
TSM 新建仓+$4.02亿
TEVA PHARMACEUTI 新建仓+$3.37亿
EWY 新建仓+$3.10亿
2026Q2 卖出最多 按季末市值估算
ESLT 清仓-$3.33亿
TSEM 清仓-$3.08亿
ENLT 清仓-$2.48亿
NVMI 清仓-$2.47亿
SMH 减仓-$1.91亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $17.18亿 | 11.56% | 2,501,606 | 2,501,606 | — | $17.18亿 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $10.96亿 | 7.37% | 1,468,305 | -103,948 | -6.6% | -$7,762.46万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $10.66亿 | 7.17% | 3,519,556 | 943,410 | 36.6% | $2.86亿 | 加仓 |
| QQQ | INVESCO QQQ TR | $5.15亿 | 3.47% | 699,790 | 70,043 | 11.1% | $5,157.68万 | 加仓 |
| IVV | ISHARES TR | $4.07亿 | 2.74% | 543,750 | 543,750 | — | $4.07亿 | 新建仓 |
| SMH | VANECK ETF TRUST | $4.02亿 | 2.71% | 613,486 | -291,940 | -32.2% | -$1.91亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.02亿 | 2.70% | 841,661 | 841,661 | — | $4.02亿 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3.37亿 | 2.27% | 9,947,045 | 9,947,045 | — | $3.37亿 | 新建仓 |
| AMZN | AMAZON COM INC | $3.15亿 | 2.12% | 1,321,674 | -33,891 | -2.5% | -$807.80万 | 减仓 |
| EWY | ISHARES INC | $3.10亿 | 2.09% | 1,537,862 | 1,537,862 | — | $3.10亿 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.90亿 | 1.95% | 412,840 | 412,840 | — | $2.90亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2.87亿 | 1.93% | 1,436,796 | -99,982 | -6.5% | -$1,999.06万 | 减仓 |
| META | META PLATFORMS INC | $2.74亿 | 1.84% | 486,597 | 42,915 | 9.7% | $2,417.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.66亿 | 1.79% | 714,255 | 714,255 | — | $2.66亿 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $2.59亿 | 1.74% | 2,416,041 | -754,294 | -23.8% | -$8,080.75万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $2.50亿 | 1.68% | 2,127,980 | 143,316 | 7.2% | $1,680.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.46亿 | 1.65% | 720,511 | 720,511 | — | $2.46亿 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $2.32亿 | 1.56% | 1,250,129 | -80,538 | -6.1% | -$1,491.81万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1.93亿 | 1.30% | 1,219,207 | -367,590 | -23.2% | -$5,832.18万 | 减仓 |
| PAVE | GLOBAL X FDS | $1.67亿 | 1.12% | 2,832,025 | 1,611,000 | 131.9% | $9,499.07万 | 加仓 |
| AVGO | BROADCOM INC | $1.61亿 | 1.08% | 425,578 | 56,407 | 15.3% | $2,130.03万 | 加仓 |
| IGV | ISHARES TR | $1.56亿 | 1.05% | 1,724,569 | 1,724,569 | — | $1.56亿 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $1.56亿 | 1.05% | 3,442,907 | -9,670 | -0.3% | -$43.84万 | 减仓 |
| V | VISA INC | $1.56亿 | 1.05% | 454,559 | 5,334 | 1.2% | $182.99万 | 加仓 |
| GOOGL | ALPHABET INC | $1.45亿 | 0.98% | 406,013 | 282,091 | 227.6% | $1.01亿 | 加仓 |
| EPI | WISDOMTREE TR | $1.45亿 | 0.98% | 3,390,302 | -89,733 | -2.6% | -$383.88万 | 减仓 |
| LLY | ELI LILLY & CO | $1.43亿 | 0.96% | 119,333 | 119,333 | — | $1.43亿 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $1.37亿 | 0.92% | 5,481,537 | 1,575,141 | 40.3% | $3,945.95万 | 加仓 |
| GOOG | ALPHABET INC | $1.35亿 | 0.91% | 383,246 | 57,061 | 17.5% | $2,015.54万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.33亿 | 0.90% | 2,482,473 | -819,861 | -24.8% | -$4,395.27万 | 减仓 |
| XBI | SPDR SERIES TRUST | $1.26亿 | 0.85% | 794,579 | -15,000 | -1.9% | -$237.37万 | 减仓 |
| ILF | ISHARES TR | $1.24亿 | 0.84% | 3,680,000 | 3,680,000 | — | $1.24亿 | 新建仓 |
| XME | SPDR SERIES TRUST | $1.12亿 | 0.75% | 1,046,020 | 309,157 | 42.0% | $3,305.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.12亿 | 0.75% | 525,520 | 371,713 | 241.7% | $7,908.94万 | 加仓 |
| ITB | ISHARES TR | $1.11亿 | 0.75% | 1,061,830 | 1,061,830 | — | $1.11亿 | 新建仓 |
| GEV | GE VERNOVA INC | $1.09亿 | 0.73% | 92,625 | 90,635 | 4,554.5% | $1.06亿 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.07亿 | 0.72% | 1,480,438 | 506,606 | 52.0% | $3,655.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,819.96万 | 0.66% | 169,047 | 159,755 | 1,719.3% | $9,280.19万 | 加仓 |
| MS | MORGAN STANLEY | $9,450.70万 | 0.64% | 452,100 | 452,100 | — | $9,450.70万 | 新建仓 |
| EWT | ISHARES INC | $8,878.54万 | 0.60% | 817,470 | -79,200 | -8.8% | -$860.19万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $8,615.45万 | 0.58% | 458,708 | 397,500 | 649.4% | $7,465.85万 | 加仓 |
| KKR | KKR & CO INC | $8,610.91万 | 0.58% | 938,212 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $8,553.40万 | 0.58% | 2,479,247 | 2,479,247 | — | $8,553.40万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $8,229.14万 | 0.55% | 251,402 | 14,111 | 5.9% | $461.90万 | 加仓 |
| VST | VISTRA CORP | $8,071.09万 | 0.54% | 508,800 | 34,500 | 7.3% | $547.27万 | 加仓 |
| AAXJ | ISHARES TR | $7,825.02万 | 0.53% | 655,751 | 655,751 | — | $7,825.02万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $7,711.03万 | 0.52% | 878,550 | 105,150 | 13.6% | $922.90万 | 加仓 |
| IAI | ISHARES TR | $7,709.59万 | 0.52% | 439,719 | 439,719 | — | $7,709.59万 | 新建仓 |
| DXJ | WISDOMTREE TR | $7,671.16万 | 0.52% | 442,091 | 73,000 | 19.8% | $1,266.70万 | 加仓 |
| GDX | VANECK ETF TRUST | $7,229.62万 | 0.49% | 958,200 | -253,000 | -20.9% | -$1,908.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $7,176.86万 | 0.48% | 180,700 | 12,600 | 7.5% | $500.43万 | 加仓 |
| ORCL | ORACLE CORP | $7,126.59万 | 0.48% | 486,268 | 7,074 | 1.5% | $103.67万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $6,808.16万 | 0.46% | 623,843 | 623,843 | — | $6,808.16万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $6,745.85万 | 0.45% | 354,121 | 3,752 | 1.1% | $71.47万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $6,077.80万 | 0.41% | 1,065,720 | -300 | -0.0% | -$1.71万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,006.11万 | 0.40% | 201,500 | 201,500 | — | $6,006.11万 | 新建仓 |
| MCHI | ISHARES TR | $5,996.19万 | 0.40% | 1,175,148 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $5,612.72万 | 0.38% | 617,801 | 617,801 | — | $5,612.72万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $5,299.87万 | 0.36% | 906,890 | -110,661 | -10.9% | -$646.70万 | 减仓 |
| BA | BOEING CO | $5,273.34万 | 0.35% | 243,606 | 46,000 | 23.3% | $995.76万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,883.38万 | 0.33% | 396,668 | 47,166 | 13.5% | $580.66万 | 加仓 |
| SIL | GLOBAL X FDS | $4,869.57万 | 0.33% | 628,000 | -125,000 | -16.6% | -$969.26万 | 减仓 |
| EQT | EQT CORP | $4,705.55万 | 0.32% | 885,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $4,640.88万 | 0.31% | 40,210 | 40,210 | — | $4,640.88万 | 新建仓 |
| EEM | ISHARES TR | $4,633.05万 | 0.31% | 677,257 | 677,257 | — | $4,633.05万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $4,598.73万 | 0.31% | 89,548 | 8,626 | 10.7% | $442.99万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $4,568.80万 | 0.31% | 491,375 | 426,820 | 661.2% | $3,968.57万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $4,539.50万 | 0.31% | 256,977 | -18,503 | -6.7% | -$326.86万 | 减仓 |
| — | EXXON MOBIL CORP | $4,539.42万 | 0.31% | 332,023 | 330,000 | 16,312.4% | $4,511.76万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $4,498.49万 | 0.30% | 234,602 | 23,262 | 11.0% | $446.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,349.82万 | 0.29% | 109,380 | 633 | 0.6% | $25.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4,301.36万 | 0.29% | 253,200 | -64,000 | -20.2% | -$1,087.23万 | 减仓 |
| INTC | INTEL CORP | $4,177.69万 | 0.28% | 299,213 | 299,213 | — | $4,177.69万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,029.16万 | 0.27% | 43,071 | 18,658 | 76.4% | $1,745.40万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $3,816.86万 | 0.26% | 596,431 | 0 | 0.0% | — | 不变 |
| KCE | SPDR SERIES TRUST | $3,626.07万 | 0.24% | 246,277 | -26,996 | -9.9% | -$397.48万 | 减仓 |
| TSLA | TESLA INC | $3,583.09万 | 0.24% | 85,190 | 81,913 | 2,499.6% | $3,445.26万 | 加仓 |
| BX | BLACKSTONE INC | $3,578.70万 | 0.24% | 304,130 | -117,500 | -27.9% | -$1,382.62万 | 减仓 |
| — | CYBERARK SOFTWARE LTD | $3,330.02万 | 0.22% | 20,000,000 | 20,000,000 | — | $3,330.02万 | 新建仓 |
| NOW | SERVICENOW INC | $3,239.06万 | 0.22% | 326,254 | 326,254 | — | $3,239.06万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $3,090.38万 | 0.21% | 1,262,928 | 1,262,928 | — | $3,090.38万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,082.49万 | 0.21% | 109,638 | 109,638 | — | $3,082.49万 | 新建仓 |
| ICLN | ISHARES TR | $3,077.56万 | 0.21% | 1,502,000 | 1,502,000 | — | $3,077.56万 | 新建仓 |
| HDB | HDFC BANK LTD | $2,970.45万 | 0.20% | 1,150,000 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $2,806.51万 | 0.19% | 53,725 | 34 | 0.1% | $1.78万 | 加仓 |
| NFLX | NETFLIX INC. | $2,652.35万 | 0.18% | 371,477 | 2,473 | 0.7% | $17.66万 | 加仓 |
| ACWI | ISHARES TR | $2,557.81万 | 0.17% | 163,021 | 163,021 | — | $2,557.81万 | 新建仓 |
| GRNY | TIDAL TRUST I | $2,526.66万 | 0.17% | 913,800 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $2,522.98万 | 0.17% | 218,326 | 72,167 | 49.4% | $833.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,445.37万 | 0.16% | 209,597 | 209,597 | — | $2,445.37万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $2,332.74万 | 0.16% | 69,703 | 69,703 | — | $2,332.74万 | 新建仓 |
| NKE | NIKE INC | $2,293.46万 | 0.15% | 558,700 | -115,175 | -17.1% | -$472.79万 | 减仓 |
| ITA | ISHARES TR | $2,183.74万 | 0.15% | 90,081 | 90,081 | — | $2,183.74万 | 新建仓 |
| XSOE | WISDOMTREE TR | $2,059.03万 | 0.14% | 418,672 | -158,590 | -27.5% | -$779.95万 | 减仓 |
| WMT | WALMART INC | $2,015.59万 | 0.14% | 177,961 | 177,961 | — | $2,015.59万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,974.74万 | 0.13% | 448,499 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $1,956.08万 | 0.13% | 327,597 | 327,597 | — | $1,956.08万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,918.06万 | 0.13% | 38,368 | 1,702 | 4.6% | $85.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,735.76万 | 0.12% | 17,157 | 5,653 | 49.1% | $571.91万 | 加仓 |
| AAPL | APPLE INC | $1,708.12万 | 0.11% | 59,091 | -22,920 | -27.9% | -$662.54万 | 减仓 |