Noked Israel Ltd
Ramat Hasharon L3 · SEC CIK 0001767750
$9.70亿2026Q2 申报市值
11持仓数
100.0%前十大占比 · 第一大 40.7%
1 / 3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
GOOG 加仓+$1.32亿
AMZN 加仓+$9,153.45万
NVMI 加仓+$1,541.95万
GOOGL 新建仓+$750.48万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$1.11亿
GE 清仓-$4,620.10万
TSM 减仓-$4,045.02万
META 清仓-$1,576.00万
MSFT 减仓-$1,439.86万
2026Q2 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 | $3.94亿 | 40.65% | 825,650 | -84,700 | -9.3% | -$4,045.02万 | 减仓 |
| GOOG | ALPHABET INC | $2.44亿 | 25.19% | 691,420 | 374,210 | 118.0% | $1.32亿 | 加仓 |
| AMZN | AMAZON COM INC | $1.20亿 | 12.36% | 503,130 | 384,050 | 322.5% | $9,153.45万 | 加仓 |
| SOXX | ISHARES TR | $1.12亿 | 11.57% | 175,070 | -174,000 | -49.8% | -$1.11亿 | 减仓 |
| NVMI | NOVA LTD | $7,947.94万 | 8.19% | 146,387 | 28,400 | 24.1% | $1,541.95万 | 加仓 |
| GOOGL | ALPHABET INC | $750.48万 | 0.77% | 21,000 | 21,000 | — | $750.48万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $511.06万 | 0.53% | 6,940 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $358.00万 | 0.37% | 4,794 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $244.33万 | 0.25% | 6,550 | -38,600 | -85.5% | -$1,439.86万 | 减仓 |
| — | ODYSIGHT AI INC | $83.60万 | 0.09% | 200,972 | 0 | 0.0% | — | 不变 |
| — | G WILLI FOOD INTL LTD | $26.59万 | 0.03% | 7,996 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -162,810 | -100.0% | -$4,620.10万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -27,546 | -100.0% | -$1,576.00万 | 清仓 |
| — | XTL BIOPHARMACEUTICALS LTD | $0 | 0.00% | 0 | -49,722 | -100.0% | -$12.00万 | 清仓 |