Y.D. More Investments Ltd
Ramat Gan L3 · SEC CIK 0001870364
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $30.10万 | 0.01% | 2,153 | 109 | 5.3% | $1.52万 | 加仓 |
| MCD | MCDONALDS CORP | $30.36万 | 0.01% | 1,123 | -1,847 | -62.2% | -$49.93万 | 减仓 |
| BXP | BXP INC | $30.54万 | 0.01% | 6,307 | 61 | 1.0% | $2,954 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $30.73万 | 0.01% | 6,081 | 326 | 5.7% | $1.65万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $31.10万 | 0.01% | 9,312 | 4,412 | 90.0% | $14.73万 | 加仓 |
| SSD | SIMPSON MFG INC | $31.38万 | 0.01% | 1,499 | 70 | 4.9% | $1.47万 | 加仓 |
| AOS | SMITH A O CORP | $31.50万 | 0.01% | 5,022 | 252 | 5.3% | $1.58万 | 加仓 |
| AGCO | AGCO CORP | $31.59万 | 0.01% | 2,639 | 2,639 | — | $31.59万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $31.68万 | 0.01% | 313 | 48 | 18.1% | $4.86万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $31.81万 | 0.01% | 6,460 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $32.69万 | 0.01% | 927 | -747 | -44.6% | -$26.35万 | 减仓 |
| ITA | ISHARES TR | $33.21万 | 0.01% | 1,376 | 227 | 19.8% | $5.48万 | 加仓 |
| CNM | CORE & MAIN INC | $34.19万 | 0.01% | 7,087 | 341 | 5.1% | $1.65万 | 加仓 |
| FLS | FLOWSERVE CORP | $34.54万 | 0.01% | 4,657 | 266 | 6.1% | $1.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $34.65万 | 0.01% | 1,026 | -460 | -31.0% | -$15.53万 | 减仓 |
| OSK | OSHKOSH CORP | $34.87万 | 0.01% | 2,272 | 114 | 5.3% | $1.75万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $35.07万 | 0.01% | 3,919 | 102 | 2.7% | $9,127 | 加仓 |
| SHOP | SHOPIFY INC | $35.59万 | 0.01% | 3,117 | 2,717 | 679.2% | $31.02万 | 加仓 |
| AIQ | GLOBAL X FDS | $36.05万 | 0.01% | 5,500 | -150 | -2.7% | -$9,833 | 减仓 |
| APP | APPLOVIN CORP | $36.07万 | 0.01% | 700 | 700 | — | $36.07万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $36.39万 | 0.01% | 9,866 | 467 | 5.0% | $1.72万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $37.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $37.26万 | 0.01% | 718 | 81 | 12.7% | $4.20万 | 加仓 |
| — | LISTED FDS TR | $37.30万 | 0.01% | 9,450 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $37.47万 | 0.01% | 7,584 | -984 | -11.5% | -$4.86万 | 减仓 |
| AAON | AAON INC | $37.87万 | 0.01% | 2,985 | 173 | 6.2% | $2.19万 | 加仓 |
| NTSK | NETSKOPE INC | $39.54万 | 0.01% | 36,139 | 3,967 | 12.3% | $4.34万 | 加仓 |
| IGIB | ISHARES TR | $40.59万 | 0.01% | 7,660 | 2,780 | 57.0% | $14.73万 | 加仓 |
| VMI | VALMONT INDS INC | $40.84万 | 0.01% | 707 | 33 | 4.9% | $1.91万 | 加仓 |
| VRNS | VARONIS SYS INC | $43.10万 | 0.01% | 10,272 | -486 | -4.5% | -$2.04万 | 减仓 |
| ORCL | ORACLE CORP | $43.25万 | 0.01% | 2,951 | -7,347 | -71.3% | -$107.67万 | 重新持有 |
| QLYS | QUALYS INC | $43.32万 | 0.01% | 3,151 | 232 | 7.9% | $3.19万 | 加仓 |
| STE | STERIS PLC | $44.22万 | 0.01% | 2,100 | 2,100 | — | $44.22万 | 新建仓 |
| — | TIDAL TRUST I | $44.82万 | 0.01% | 24,887 | 707 | 2.9% | $1.27万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $44.93万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| SPUS | TIDAL TRUST I | $45.42万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $45.55万 | 0.01% | 1,347 | 60 | 4.7% | $2.03万 | 加仓 |
| GGG | GRACO INC | $45.73万 | 0.01% | 6,048 | 343 | 6.0% | $2.59万 | 加仓 |
| CR | CRANE COMPANY | $46.93万 | 0.01% | 2,104 | 114 | 5.7% | $2.54万 | 加仓 |
| FSLR | FIRST SOLAR INC | $47.36万 | 0.01% | 2,007 | -63 | -3.0% | -$1.49万 | 减仓 |
| DGRW | WISDOMTREE TR | $48.31万 | 0.01% | 1,287 | 1 | 0.1% | $375 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.92万 | 0.02% | 4,279 | 3,981 | 1,335.9% | $46.45万 | 加仓 |
| AA | ALCOA CORP | $50.14万 | 0.02% | 9,616 | 512 | 5.6% | $2.67万 | 加仓 |
| — | AIRSHIP AI HLDGS INC | $51.30万 | 0.02% | 675,000 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $51.40万 | 0.02% | 1,925 | 105 | 5.8% | $2.80万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $51.68万 | 0.02% | 1,386 | 83 | 6.4% | $3.09万 | 加仓 |
| PERI | PERION NETWORK LTD | $51.79万 | 0.02% | 54,055 | 4,053 | 8.1% | $3.88万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $53.00万 | 0.02% | 1,996 | 105 | 5.6% | $2.79万 | 加仓 |
| ESTC | ELASTIC N V | $53.44万 | 0.02% | 9,372 | 905 | 10.7% | $5.16万 | 加仓 |
| CSL | CARLISLE COS INC | $53.51万 | 0.02% | 1,475 | 64 | 4.5% | $2.32万 | 加仓 |
| SONY | SONY GROUP CORP | $55.97万 | 0.02% | 27,900 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $56.15万 | 0.02% | 85,670 | 2,865 | 3.5% | $1.88万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $56.35万 | 0.02% | 3,553 | -813 | -18.6% | -$12.89万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.85万 | 0.02% | 7,194 | 1 | 0.0% | $79 | 加仓 |
| CLH | CLEAN HARBORS INC | $57.54万 | 0.02% | 1,926 | 100 | 5.5% | $2.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $59.42万 | 0.02% | 6,770 | 740 | 12.3% | $6.49万 | 加仓 |
| MAS | MASCO CORP | $59.82万 | 0.02% | 7,351 | 325 | 4.6% | $2.64万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $60.63万 | 0.02% | 8,402 | 52 | 0.6% | $3,752 | 加仓 |
| IEX | IDEX CORP | $61.21万 | 0.02% | 2,697 | 132 | 5.1% | $3.00万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $63.96万 | 0.02% | 3,837 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $65.00万 | 0.02% | 10,714 | 848 | 8.6% | $5.14万 | 加仓 |
| BB | BLACKBERRY LTD | $66.03万 | 0.02% | 52,200 | 3,864 | 8.0% | $4.89万 | 加仓 |
| VIA | VIA TRANSN INC | $66.79万 | 0.02% | 36,819 | 36,819 | — | $66.79万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $66.80万 | 0.02% | 3,613 | 504 | 16.2% | $9.32万 | 加仓 |
| APG | API GROUP CORP | $66.86万 | 0.02% | 15,787 | 899 | 6.0% | $3.81万 | 加仓 |
| EQIX | EQUINIX INC | $67.01万 | 0.02% | 643 | -20 | -3.0% | -$2.08万 | 减仓 |
| STM | STMICROELECTRONICS N V | $67.40万 | 0.02% | 9,000 | 9,000 | — | $67.40万 | 新建仓 |
| FTV | FORTIVE CORP | $67.86万 | 0.02% | 11,109 | 486 | 4.6% | $2.97万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $67.98万 | 0.02% | 10,540 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $70.73万 | 0.02% | 8,704 | 84 | 1.0% | $6,826 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.81万 | 0.02% | 2,788 | -288 | -9.4% | -$7.31万 | 减仓 |
| AGG | ISHARES TR | $72.93万 | 0.02% | 7,375 | 830 | 12.7% | $8.21万 | 加仓 |
| ROL | ROLLINS INC | $73.23万 | 0.02% | 17,544 | 944 | 5.7% | $3.94万 | 加仓 |
| PFE | PFIZER INC | $79.30万 | 0.02% | 32,930 | 215 | 0.7% | $5,177 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $80.71万 | 0.02% | 5,956 | 325 | 5.8% | $4.40万 | 加仓 |
| NAVN | NAVAN INC | $93.82万 | 0.03% | 41,022 | 41,022 | — | $93.82万 | 新建仓 |
| — | EXXON MOBIL CORP | $94.12万 | 0.03% | 6,884 | 11 | 0.2% | $1,504 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $95.17万 | 0.03% | 10,592 | -681 | -6.0% | -$6.12万 | 减仓 |
| LLY | ELI LILLY & CO | $97.40万 | 0.03% | 835 | -65 | -7.2% | -$7.58万 | 减仓 |
| ATI | ATI INC | $98.02万 | 0.03% | 4,973 | 248 | 5.2% | $4.89万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $99.44万 | 0.03% | 10,588 | -22,456 | -68.0% | -$210.91万 | 减仓 |
| COPX | GLOBAL X FDS | $100.06万 | 0.03% | 13,000 | 13,000 | — | $100.06万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $100.11万 | 0.03% | 13,982 | 569 | 4.2% | $4.07万 | 加仓 |
| SHLD | GLOBAL X FDS | $100.33万 | 0.03% | 16,804 | -1,092 | -6.1% | -$6.52万 | 减仓 |
| HUBB | HUBBELL INC | $100.77万 | 0.03% | 1,926 | 92 | 5.0% | $4.81万 | 加仓 |
| XYL | XYLEM INC | $102.38万 | 0.03% | 8,661 | 271 | 3.2% | $3.20万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $103.75万 | 0.03% | 23,000 | 23,000 | — | $103.75万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $106.62万 | 0.03% | 6,793 | 105 | 1.6% | $1.65万 | 加仓 |
| ODD | ODDITY TECH LTD | $108.95万 | 0.03% | 72,007 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $110.05万 | 0.03% | 4,907 | 253 | 5.4% | $5.67万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $111.20万 | 0.03% | 7,085 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $111.71万 | 0.03% | 1,811 | 92 | 5.4% | $5.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.25万 | 0.04% | 1,247 | -13 | -1.0% | -$1.20万 | 减仓 |
| IR | INGERSOLL RAND INC | $116.92万 | 0.04% | 14,260 | 747 | 5.5% | $6.12万 | 加仓 |
| DT | DYNATRACE INC | $117.17万 | 0.04% | 26,685 | 2,285 | 9.4% | $10.03万 | 加仓 |
| XME | SPDR SERIES TRUST | $117.62万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $118.18万 | 0.04% | 17,500 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $120.58万 | 0.04% | 5,255 | 256 | 5.1% | $5.87万 | 加仓 |
| NVT | NVENT ELEC PLC | $125.39万 | 0.04% | 7,393 | 7,393 | — | $125.39万 | 新建仓 |
| TER | TERADYNE INC | $125.80万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |