Noked Israel Ltd
Ramat Hasharon L3 · SEC CIK 0001767750
$6.77亿2026Q1 申报市值
13持仓数
99.7%前十大占比 · 第一大 45.4%
2 / 3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
SOXX 新建仓+$1.15亿
GOOG 加仓+$3,753.00万
AMZN 加仓+$1,860.08万
TSM 加仓+$1,468.39万
XTL BIOPHARMACEU 新建仓+$12.00万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$5,528.43万
NVDA 清仓-$2,951.40万
META 减仓-$1,929.24万
PANW 清仓-$1,768.30万
GE 减仓-$884.52万
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.08亿 | 45.45% | 910,350 | 43,450 | 5.0% | $1,468.39万 | 加仓 |
| SOXX | ISHARES TR | $1.15亿 | 16.95% | 349,070 | 349,070 | — | $1.15亿 | 新建仓 |
| GOOG | ALPHABET INC | $9,099.50万 | 13.44% | 317,210 | 130,830 | 70.2% | $3,753.00万 | 加仓 |
| NVMI | NOVA LTD | $5,123.90万 | 7.57% | 117,987 | -18,550 | -13.6% | -$805.58万 | 减仓 |
| GE | GE AEROSPACE | $4,620.10万 | 6.83% | 162,810 | -31,170 | -16.1% | -$884.52万 | 减仓 |
| AMZN | AMAZON COM INC | $2,480.10万 | 3.66% | 119,080 | 89,310 | 300.0% | $1,860.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,671.30万 | 2.47% | 45,150 | -149,350 | -76.8% | -$5,528.43万 | 减仓 |
| META | META PLATFORMS INC | $1,576.00万 | 2.33% | 27,546 | -33,720 | -55.0% | -$1,929.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $400.60万 | 0.59% | 6,940 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $311.80万 | 0.46% | 4,794 | 0 | 0.0% | — | 不变 |
| — | ODYSIGHT AI INC | $139.70万 | 0.21% | 200,972 | 0 | 0.0% | — | 不变 |
| — | G WILLI FOOD INTL LTD | $19.80万 | 0.03% | 7,996 | 0 | 0.0% | — | 不变 |
| — | XTL BIOPHARMACEUTICALS LTD | $12.00万 | 0.02% | 49,722 | 49,722 | — | $12.00万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -158,250 | -100.0% | -$2,951.40万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -96,000 | -100.0% | -$1,768.30万 | 清仓 |
| — | XTL BIOPHARMACEUTICALS LTD | $0 | 0.00% | 0 | -198,888 | -100.0% | -$11.50万 | 清仓 |