13F 机构持仓

Y.D. More Investments Ltd

Ramat Gan L3 · SEC CIK 0001870364

2026Q22026Q1 更早 9 个季度 🔒
$32.77亿2026Q2 申报市值
510持仓数
62.3%前十大占比 · 第一大 14.0%
57 / 26新建仓 / 清仓
申报市值走势$32.77亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ENLT 14.0%
ESLT 11.2%
TSEM 7.4%
NVMI 6.6%
PANW 6.2%
SOXX 4.0%
CAMT 3.8%
ORA 3.4%
ICL 3.0%
TEVA PHARMACEU 2.7%

2026Q2 买入最多 按季末市值估算

QQQ 加仓+$3,725.48万
TEVA PHARMACEUTI 加仓+$3,392.91万
SOXX 加仓+$2,764.54万
NVMI 加仓+$1,699.44万
NVDA 加仓+$1,584.68万

2026Q2 卖出最多 按季末市值估算

ESLT 减仓-$5,105.78万
ENLT 减仓-$2,950.86万
ZIM 减仓-$2,325.16万
SEDG 减仓-$2,028.63万
KEN 减仓-$883.12万

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
LRCX LAM RESEARCH CORP $00.00%0 -14,023-100.0% -$299.62万 清仓
WIX WIX COM LTD $00.00%0 -16,500-100.0% -$148.62万 清仓
KWEB KRANESHARES TRUST $00.00%0 -50,000-100.0% -$142.15万 清仓
NTR NUTRIEN LTD $00.00%0 -17,500-100.0% -$132.06万 清仓
OLLI OLLIES BARGAIN OUTLET HLDGS $00.00%0 -5,500-100.0% -$50.62万 清仓
— TASEKO MINES LTD $00.00%0 -75,000-100.0% -$48.47万 清仓
GLBE GLOBAL E ONLINE LTD $00.00%0 -8,500-100.0% -$26.22万 清仓
— ZOOZ STRATEGY LTD $00.00%0 -721,999-100.0% -$22.86万 清仓
NKE NIKE INC $00.00%0 -3,850-100.0% -$19.81万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -1,700-100.0% -$16.14万 清仓
CPB THE CAMPBELLS COMPANY $00.00%0 -4,656-100.0% -$10.37万 清仓
— COTERRA ENERGY INC $00.00%0 -2,724-100.0% -$9.57万 清仓
GTO INVESCO ACTIVELY MANAGED EXC $00.00%0 -1,500-100.0% -$7.00万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -1,504-100.0% -$3.36万 清仓
— AMPLIFY ETF TR $00.00%0 -800-100.0% -$3.34万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -460-100.0% -$2.45万 清仓
XT ISHARES TR $00.00%0 -360-100.0% -$2.37万 清仓
ITB ISHARES TR $00.00%0 -200-100.0% -$1.81万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -90-100.0% -$1.10万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -80-100.0% -$8,214 清仓
OHI OMEGA HEALTHCARE INVS INC $00.00%0 -170-100.0% -$7,449 清仓
MDT MEDTRONIC PLC $00.00%0 -75-100.0% -$6,499 清仓
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 -120-100.0% -$5,953 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -10-100.0% -$1,865 清仓
— TABOOLA.COM LTD $00.00%0 -80,000-100.0% -$800 清仓
LILAK LIBERTY LATIN AMERICA LTD $00.00%0 -3-100.0% -$26 清仓
LILA LIBERTY LATIN AMERICA LTD $160.00%2 1100.0% $8 加仓
— T3 DEFENSE INC $4640.00%2,711 00.0% — 不变
— PROTALIX BIOTHERAPEUTICS INC $5130.00%220 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $7340.00%200 200— $734 新建仓
SOLV SOLVENTUM CORP $9260.00%12 00.0% — 不变
— KAMADA LTD $1,0420.00%142 -136,296-99.9% -$100.04万 减仓
SDHY PGIM SHORT DUR HIG YLD OPP F $1,5900.00%97 00.0% — 不变
DLR DIGITAL RLTY TR INC $1,6160.00%9 9— $1,616 新建仓
SLB SLB LIMITED $1,6740.00%36 36— $1,674 新建仓
AEP AMERICAN ELEC PWR CO INC $1,7790.00%13 -4-23.5% -$547 减仓
AMT AMERICAN TOWER CORP $1,7990.00%11 -4-26.7% -$654 减仓
PEP PEPSICO INC $2,0310.00%15 15— $2,031 新建仓
CIFR CIPHER DIGITAL INC $2,4500.00%100 100— $2,450 新建仓
COP CONOCOPHILLIPS $3,0150.00%29 -9-23.7% -$936 减仓
PLD PROLOGIS INC. $3,1160.00%23 -7-23.3% -$948 减仓
APD AIR PRODUCTS AND CHEMICALS I $3,2250.00%11 457.1% $1,173 加仓
AMTM AMENTUM HOLDINGS INC $3,2630.00%158 -178-53.0% -$3,676 减仓
ERIE ERIE INDTY CO $3,8360.00%16 00.0% — 不变
WELL WELLTOWER INC $3,8580.00%17 -5-22.7% -$1,135 减仓
ECL ECOLAB INC $3,9010.00%14 555.6% $1,393 加仓
BA BOEING CO $4,1130.00%19 -30-61.2% -$6,494 减仓
SHW SHERWIN WILLIAMS CO $4,1320.00%12 450.0% $1,377 加仓
SOUN SOUNDHOUND AI INC $4,8530.00%750 750— $4,853 新建仓
NEM NEWMONT CORP $4,8570.00%52 1852.9% $1,681 加仓
FDS FACTSET RESH SYS INC $5,2920.00%23 -1-4.2% -$230 减仓
IXC ISHARES TR $5,6500.00%115 00.0% — 不变
RTX RTX CORPORATION $6,2610.00%33 -51-60.7% -$9,676 减仓
JKHY HENRY JACK & ASSOC INC $6,3360.00%46 00.0% — 不变
PM PHILIP MORRIS INTL INC $6,8750.00%38 -60-61.2% -$1.09万 减仓
SYM SYMBOTIC INC $7,5070.00%167 167— $7,507 新建仓
IVZ INVESCO LTD $7,5210.00%285 285— $7,521 新建仓
NDAQ NASDAQ INC $7,9580.00%387 00.0% — 不变
DOCS DOXIMITY INC $8,2960.00%400 00.0% — 不变
AIZ ASSURANT INC $8,5930.00%32 00.0% — 不变
TMUS T-MOBILE US INC $8,7220.00%52 -17-24.6% -$2,851 减仓
EG EVEREST GROUP LTD $8,9310.00%25 -1-3.8% -$357 减仓
GL GLOBE LIFE INC $8,9340.00%50 -1-2.0% -$179 减仓
GTLB GITLAB INC $9,1590.00%300 300— $9,159 新建仓
CCJ CAMECO CORP $9,1670.00%90 90— $9,167 新建仓
GE GE AEROSPACE $9,3430.00%25 -41-62.1% -$1.53万 减仓
MINT PIMCO ETF TR $9,9800.00%99 00.0% — 不变
VEEV VEEVA SYS INC $1.06万0.00%60 -10,051-99.4% -$178.37万 减仓
GPN GLOBAL PMTS INC $1.09万0.00%150 -2-1.3% -$145 减仓
VCLT VANGUARD SCOTTSDALE FDS $1.13万0.00%150 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $1.18万0.00%240 -146-37.8% -$7,195 减仓
QBTS D-WAVE QUANTUM INC $1.20万0.00%500 500— $1.20万 新建仓
BRO BROWN & BROWN INC $1.21万0.00%188 10.5% $64 加仓
L LOEWS CORP $1.23万0.00%109 10.9% $113 加仓
EWG ISHARES INC $1.24万0.00%302 151100.0% $6,188 加仓
FIS FIDELITY NATL INFORMATION SV $1.29万0.00%333 20.6% $78 加仓
UPST UPSTART HLDGS INC $1.31万0.00%370 00.0% — 不变
WRB BERKLEY W R CORP $1.33万0.00%189 -1-0.5% -$71 减仓
RUN SUNRUN INC $1.34万0.00%1,000 00.0% — 不变
KEY KEYCORP $1.37万0.00%593 -5-0.8% -$115 减仓
QUAL ISHARES TR $1.39万0.00%64 32100.0% $6,964 加仓
CPAY CORPAY INC $1.40万0.00%42 -3-6.7% -$1,000 减仓
ARES ARES MANAGEMENT CORPORATION $1.51万0.00%136 136— $1.51万 新建仓
DGRO ISHARES TR $1.52万0.00%200 00.0% — 不变
MRK MERCK & CO INC $1.55万0.00%245 -24-8.9% -$1,516 减仓
UAL UNITED AIRLS HLDGS INC $1.55万0.00%114 -101-47.0% -$1.37万 减仓
QLTA ISHARES TR $1.56万0.00%328 00.0% — 不变
HACK AMPLIFY ETF TR $1.57万0.00%150 -438-74.5% -$4.60万 减仓
WTW WILLIS TOWERS WATSON PLC LTD $1.59万0.00%61 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1.63万0.00%67 00.0% — 不变
SHY ISHARES TR $1.64万0.00%200 -200-50.0% -$1.64万 减仓
SYF SYNCHRONY FINANCIAL $1.64万0.00%216 -6-2.7% -$456 减仓
KNSL KINSALE CAP GROUP INC $1.65万0.00%50 00.0% — 不变
HON HONEYWELL INTL INC $1.67万0.00%75 -200-72.7% -$4.44万 减仓
FISV FISERV INC $1.68万0.00%343 00.0% — 不变
VTI VANGUARD INDEX FDS $1.70万0.00%46 46— $1.70万 新建仓
RJF RAYMOND JAMES FINL INC $1.70万0.00%112 00.0% — 不变
MUB ISHARES TR $1.72万0.00%160 00.0% — 不变
DOCU DOCUSIGN INC $1.80万0.00%405 405— $1.80万 新建仓
CINF CINCINNATI FINL CORP $1.85万0.00%100 00.0% — 不变