Yelin Lapidot Holdings Management Ltd.
Tel Aviv L3 · SEC CIK 0001590495
$4.80亿2026Q1 申报市值
83持仓数
55.9%前十大占比 · 第一大 17.9%
1 / 4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
GILT 加仓+$696.93万
MU 加仓+$385.14万
INMD 加仓+$121.92万
AVGO 新建仓+$84.50万
CGNT 加仓+$60.17万
2026Q1 卖出最多 按季末市值估算
VTRS 清仓-$550.87万
ENLT 减仓-$522.61万
SILICOM LTD 减仓-$278.30万
NICE 减仓-$246.98万
IVV 减仓-$237.31万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -442,462 | -100.0% | -$550.87万 | 清仓 |
| RDWR | RADWARE LTD | $0 | 0.00% | 0 | -72,277 | -100.0% | -$174.12万 | 清仓 |
| — | MAGIC SOFTWARE ENTERPRISES L | $0 | 0.00% | 0 | -62,066 | -100.0% | -$159.82万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,654 | -100.0% | -$33.62万 | 清仓 |
| — | TEADS HLDG CO | $6.36万 | 0.01% | 96,643 | 0 | 0.0% | — | 不变 |
| — | CAESARSTONE LTD | $7.07万 | 0.01% | 66,042 | -90,000 | -57.7% | -$9.63万 | 减仓 |
| — | AUDIOCODES LTD | $16.91万 | 0.04% | 20,113 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $21.68万 | 0.05% | 1,256 | -151 | -10.7% | -$2.61万 | 减仓 |
| WMB | WILLIAMS COS INC | $22.00万 | 0.05% | 3,023 | -348 | -10.3% | -$2.53万 | 减仓 |
| DIS | DISNEY WALT CO | $24.09万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $28.21万 | 0.06% | 1,343 | -105 | -7.3% | -$2.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.01万 | 0.06% | 5,979 | -1,593 | -21.0% | -$8.00万 | 减仓 |
| T | AT&T INC | $31.49万 | 0.07% | 10,863 | -1,279 | -10.5% | -$3.71万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $35.71万 | 0.07% | 8,652 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $41.45万 | 0.09% | 2,300 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $41.52万 | 0.09% | 63 | 0 | 0.0% | — | 不变 |
| PERI | PERION NETWORK LTD | $42.04万 | 0.09% | 42,084 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $43.65万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $46.61万 | 0.10% | 534 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC | $49.46万 | 0.10% | 46,665 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $59.84万 | 0.12% | 74,427 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $60.64万 | 0.13% | 2,137 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $67.22万 | 0.14% | 2,224 | -65 | -2.8% | -$1.96万 | 减仓 |
| — | COMPUGEN LTD | $67.92万 | 0.14% | 318,852 | 0 | 0.0% | — | 不变 |
| CGNT | COGNYTE SOFTWARE LTD | $81.79万 | 0.17% | 100,979 | 74,289 | 278.3% | $60.17万 | 加仓 |
| INTC | INTEL CORP | $82.30万 | 0.17% | 18,650 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $84.50万 | 0.18% | 2,730 | 2,730 | — | $84.50万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $100.52万 | 0.21% | 35,887 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $101.98万 | 0.21% | 13,144 | -214 | -1.6% | -$1.66万 | 减仓 |
| WIX | WIX COM LTD | $119.35万 | 0.25% | 13,251 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $125.20万 | 0.26% | 8,540 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $129.38万 | 0.27% | 8,000 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $133.37万 | 0.28% | 7,150 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $137.15万 | 0.29% | 14,827 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $139.41万 | 0.29% | 5,900 | 0 | 0.0% | — | 不变 |
| — | SOL-GEL TECHNOLOGIES LTD | $140.64万 | 0.29% | 17,753 | 0 | 0.0% | — | 不变 |
| — | ODYSIGHT AI INC | $146.03万 | 0.30% | 210,111 | 0 | 0.0% | — | 不变 |
| ALLT | ALLOT LTD | $150.48万 | 0.31% | 225,943 | 0 | 0.0% | — | 不变 |
| KRNT | KORNIT DIGITAL LTD | $151.04万 | 0.31% | 103,028 | -117,003 | -53.2% | -$171.53万 | 减仓 |
| — | SILICOM LTD | $155.64万 | 0.32% | 73,765 | -131,894 | -64.1% | -$278.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $166.39万 | 0.35% | 57,120 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $167.51万 | 0.35% | 3,835 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $181.61万 | 0.38% | 12,713 | 10 | 0.1% | $1,428 | 加仓 |
| PRGO | PERRIGO CO PLC | $182.58万 | 0.38% | 170,000 | -96,539 | -36.2% | -$103.68万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $188.82万 | 0.39% | 18,850 | 0 | 0.0% | — | 不变 |
| — | ELTEK LTD | $202.40万 | 0.42% | 252,682 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $208.21万 | 0.43% | 25,900 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $213.24万 | 0.44% | 4,450 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $224.95万 | 0.47% | 96,297 | -12,080 | -11.1% | -$28.22万 | 减仓 |
| TBLA | TABOOLA.COM LTD | $238.31万 | 0.50% | 768,731 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $244.61万 | 0.51% | 4,238 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $245.88万 | 0.51% | 24,824 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $278.40万 | 0.58% | 537,457 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $291.04万 | 0.61% | 26,396 | -22,400 | -45.9% | -$246.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $315.07万 | 0.66% | 18,066 | 2,886 | 19.0% | $50.33万 | 加仓 |
| XAR | SPDR SERIES TRUST | $317.48万 | 0.66% | 12,500 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $345.76万 | 0.72% | 32,650 | -1,000 | -3.0% | -$10.59万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $404.81万 | 0.84% | 30,460 | 0 | 0.0% | — | 不变 |
| — | ELLOMAY CAPITAL LIMITED | $470.56万 | 0.98% | 193,565 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $475.61万 | 0.99% | 38,737 | -58 | -0.1% | -$7,121 | 减仓 |
| GSK | GSK PLC | $488.43万 | 1.02% | 88,500 | 0 | 0.0% | — | 不变 |
| — | RADCOM LTD | $491.99万 | 1.02% | 404,595 | -12,195 | -2.9% | -$14.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $516.39万 | 1.08% | 15,285 | 11,400 | 293.4% | $385.14万 | 加仓 |
| INMD | INMODE LTD | $529.42万 | 1.10% | 387,005 | 89,122 | 29.9% | $121.92万 | 加仓 |
| CAMT | CAMTEK LTD | $539.38万 | 1.12% | 35,577 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $603.72万 | 1.26% | 215,000 | -65,301 | -23.3% | -$183.37万 | 减仓 |
| NVMI | NOVA LTD | $670.57万 | 1.40% | 15,441 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $684.96万 | 1.43% | 10,486 | -3,633 | -25.7% | -$237.31万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $771.73万 | 1.61% | 251,541 | 0 | 0.0% | — | 不变 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $834.70万 | 1.74% | 122,283 | -76,561 | -38.5% | -$522.61万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $869.69万 | 1.81% | 69,320 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $872.95万 | 1.82% | 10,281 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $930.34万 | 1.94% | 128,234 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $969.61万 | 2.02% | 645,549 | 464,000 | 255.6% | $696.93万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,068.37万 | 2.23% | 354,704 | -40,800 | -10.3% | -$122.89万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,078.40万 | 2.25% | 56,190 | -5,200 | -8.5% | -$99.80万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $1,188.31万 | 2.47% | 106,175 | 0 | 0.0% | — | 不变 |
| — | MEDIWOUND LTD | $1,228.90万 | 2.56% | 762,817 | -252 | -0.0% | -$4,060 | 减仓 |
| XBI | SPDR SERIES TRUST | $1,335.19万 | 2.78% | 104,532 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,612.57万 | 3.36% | 43,563 | -1,254 | -2.8% | -$46.42万 | 减仓 |
| AMZN | AMAZON COM INC | $1,657.31万 | 3.45% | 79,575 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1,807.93万 | 3.77% | 31,600 | -32 | -0.1% | -$1.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,993.68万 | 4.15% | 30,656 | -2,775 | -8.3% | -$180.47万 | 减仓 |
| GOOGL | ALPHABET INC | $2,177.06万 | 4.53% | 75,708 | -36 | -0.0% | -$1.04万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $2,612.47万 | 5.44% | 846,829 | -11,754 | -1.4% | -$36.26万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $3,780.58万 | 7.87% | 765,764 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $8,613.22万 | 17.94% | 3,268,773 | 19,939 | 0.6% | $52.54万 | 加仓 |