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
CFG CITIZENS FINL GROUP INC $1.91万0.00%272 10.4% $70 加仓
DIS DISNEY WALT CO $1.92万0.00%199 -1,400-87.6% -$13.48万 减仓
FRDM EA SERIES TRUST $1.92万0.00%263 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $1.92万0.00%750 00.0% — 不变
NTRS NORTHERN TR CORP $2.07万0.00%119 00.0% — 不变
COIN COINBASE GLOBAL INC $2.09万0.00%143 10.7% $146 加仓
DAC DANAOS CORPORATION $2.14万0.00%250 250— $2.14万 新建仓
ACGL ARCH CAP GROUP LTD $2.17万0.00%224 -4-1.8% -$388 减仓
MTB M & T BK CORP $2.24万0.00%94 -3-3.1% -$714 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $2.24万0.00%450 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $2.33万0.00%176 -2-1.1% -$265 减仓
GDDY GODADDY INC $2.34万0.00%276 276— $2.34万 新建仓
IWF ISHARES TR $2.38万0.00%192 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.45万0.00%568 -20-3.4% -$864 减仓
TTD THE TRADE DESK INC $2.49万0.00%1,379 979244.7% $1.77万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $2.50万0.00%287 31.1% $261 加仓
SCHG SCHWAB STRATEGIC TR $2.54万0.00%750 -372-33.2% -$1.26万 减仓
AIG AMERICAN INTL GROUP INC $2.54万0.00%341 -2-0.6% -$149 减仓
TYL TYLER TECHNOLOGIES INC $2.57万0.00%88 -4,147-97.9% -$121.28万 重新持有
VGT VANGUARD WORLD FD $2.58万0.00%216 216— $2.58万 新建仓
MSCI MSCI INC $2.63万0.00%47 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $2.65万0.00%100 00.0% — 不变
AMP AMERIPRISE FINL INC $2.66万0.00%58 00.0% — 不变
PTC PTC INC $2.74万0.00%241 241— $2.74万 新建仓
CHKP CHECK POINT SOFTWARE TECH LT $2.85万0.00%217 -16,771-98.7% -$220.42万 重新持有
MET METLIFE INC $2.94万0.00%348 -4-1.1% -$338 减仓
STT STATE STR CORP $3.02万0.00%178 00.0% — 不变
IXJ ISHARES TR $3.07万0.00%312 -34-9.8% -$3,345 减仓
SHEL SHELL PLC $3.10万0.00%400 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $3.22万0.00%136 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $3.23万0.00%240 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY $3.45万0.00%690 690— $3.45万 新建仓
AFL AFLAC INC $3.46万0.00%295 -3-1.0% -$352 减仓
ICLN ISHARES TR $3.48万0.00%1,700 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $3.51万0.00%297 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $3.62万0.00%205 00.0% — 不变
IEF ISHARES TR $3.78万0.00%400 300300.0% $2.84万 加仓
AJG GALLAGHER ARTHUR J & CO $3.79万0.00%165 10.6% $230 加仓
— SPDR SERIES TRUST $3.80万0.00%454 14747.9% $1.23万 加仓
IBDT ISHARES TR $3.82万0.00%1,513 1,013202.6% $2.56万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $3.82万0.00%987 987— $3.82万 新建仓
NLR VANECK ETF TRUST $3.92万0.00%338 00.0% — 不变
QTUM ETF SER SOLUTIONS $3.93万0.00%240 120100.0% $1.97万 加仓
ALL ALLSTATE CORP $3.95万0.00%166 00.0% — 不变
BSV VANGUARD BD INDEX FDS $3.96万0.00%508 00.0% — 不变
IAGG ISHARES TR $4.05万0.00%800 00.0% — 不变
KKR KKR & CO INC $4.08万0.00%445 71.6% $642 加仓
AXON AXON ENTERPRISE INC $4.20万0.00%75 00.0% — 不变
MELI MERCADOLIBRE INC $4.24万0.00%25 -6-19.4% -$1.02万 减仓
URTH ISHARES INC $4.36万0.00%215 00.0% — 不变
MCO MOODYS CORP $4.39万0.00%97 -1-1.0% -$453 减仓
ICE INTERCONTINENTAL EXCHANGE IN $4.48万0.00%364 10.3% $123 加仓
TRV TRAVELERS COMPANIES INC $4.52万0.00%137 -1-0.7% -$330 减仓
AON AON PLC $4.54万0.00%137 00.0% — 不变
GRID FIRST TR EXCHANGE-TRADED FD $4.61万0.00%303 00.0% — 不变
HLMN HILLMAN SOLUTIONS CORP $4.63万0.00%5,489 00.0% — 不变
VTV VANGUARD INDEX FDS $4.71万0.00%216 5030.1% $1.09万 加仓
VRSN VERISIGN INC $4.78万0.00%190 190— $4.78万 新建仓
TEAM ATLASSIAN CORPORATION $4.81万0.00%618 528586.7% $4.11万 加仓
ABBV ABBVIE INC $4.86万0.00%193 -383-66.5% -$9.64万 减仓
HOOD ROBINHOOD MKTS INC $5.10万0.00%509 40.8% $401 加仓
IEUR ISHARES TR $5.14万0.00%684 00.0% — 不变
CME CME GROUP INC $5.15万0.00%233 -317-57.6% -$7.00万 减仓
MRSH MARSH & MCLENNAN COS INC $5.17万0.00%310 10.3% $167 加仓
VWO VANGUARD INTL EQUITY INDEX F $5.34万0.00%896 12115.6% $7,209 加仓
FALN ISHARES TR $5.45万0.00%2,000 00.0% — 不变
XYZ BLOCK INC $5.50万0.00%724 -6-0.8% -$456 减仓
IBDV ISHARES TR $5.53万0.00%2,560 -4,720-64.8% -$10.19万 减仓
MDB MONGODB INC $5.64万0.00%168 168— $5.64万 新建仓
EIS ISHARES INC $5.68万0.00%532 -80-13.1% -$8,543 减仓
LPLA LPL FINL HLDGS INC $5.92万0.00%210 00.0% — 不变
ROKU ROKU INC $5.96万0.00%750 -7,259-90.6% -$57.64万 减仓
MOAT VANECK ETF TRUST $6.13万0.00%590 -140-19.2% -$1.46万 减仓
WDAY WORKDAY INC $6.29万0.00%514 514— $6.29万 新建仓
MSTR STRATEGY INC $6.35万0.00%730 730— $6.35万 新建仓
PNC PNC FINL SVCS GROUP INC $6.35万0.00%258 00.0% — 不变
WDC WESTERN DIGITAL CORP $6.39万0.00%100 100— $6.39万 新建仓
BNY BANK OF NY MELLON CORP $6.39万0.00%442 20.5% $289 加仓
FEZ SPDR INDEX SHS FDS $6.44万0.00%940 -60-6.0% -$4,113 减仓
GPC GENUINE PARTS CO $6.56万0.00%556 203.7% $2,360 加仓
TIP ISHARES TR $6.68万0.00%610 00.0% — 不变
— ELLOMAY CAPITAL LIMITED $6.92万0.00%3,651 3,651— $6.92万 新建仓
ROP ROPER TECHNOLOGIES INC $7.11万0.00%210 210— $7.11万 新建仓
IBB ISHARES TR $7.32万0.00%385 00.0% — 不变
OMC OMNICOM GROUP INC $7.52万0.00%1,033 373.7% $2,695 加仓
KBWB INVESCO EXCH TRADED FD TR II $7.53万0.00%810 00.0% — 不变
IWM ISHARES TR $7.78万0.00%259 -191-42.4% -$5.74万 减仓
PAYX PAYCHEX INC $7.80万0.00%793 283.7% $2,753 加仓
CB CHUBB LIMITED $7.91万0.00%232 00.0% — 不变
SPGI S&P GLOBAL INC $7.94万0.00%195 00.0% — 不变
IJK ISHARES TR $7.99万0.00%680 00.0% — 不变
PGR PROGRESSIVE CORP $8.21万0.00%376 20.5% $437 加仓
IHF ISHARES TR $8.24万0.00%1,490 00.0% — 不变
WCLD WISDOMTREE TR $8.50万0.00%2,651 -150-5.4% -$4,808 减仓
VOOV VANGUARD ADMIRAL FDS INC $8.51万0.00%388 00.0% — 不变
ADSK AUTODESK INC $8.55万0.00%440 -2,129-82.9% -$41.39万 重新持有
PEG PUBLIC SVC ENTERPRISE GROUP $8.59万0.00%1,058 19222.2% $1.56万 加仓
EXC EXELON CORP $8.59万0.00%1,843 653.7% $3,030 加仓
DTE DTE ENERGY CO $8.64万0.00%567 203.7% $3,047 加仓
IAK ISHARES TR $8.86万0.00%630 00.0% — 不变