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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $126.18万 | 0.04% | 2,188 | 107 | 5.1% | $6.17万 | 加仓 |
| BAC | BANK OF AMER CORP | $127.02万 | 0.04% | 22,295 | 103 | 0.5% | $5,868 | 加仓 |
| ONON | ON HLDG AG | $127.16万 | 0.04% | 35,900 | -31,150 | -46.5% | -$110.33万 | 减仓 |
| MCHI | ISHARES TR | $127.56万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $128.74万 | 0.04% | 34,775 | -10,152 | -22.6% | -$37.58万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $129.07万 | 0.04% | 5,400 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $134.36万 | 0.04% | 1,619 | 82 | 5.3% | $6.81万 | 加仓 |
| GEN | GEN DIGITAL INC | $137.28万 | 0.04% | 55,154 | 5,605 | 11.3% | $13.95万 | 加仓 |
| IGSB | ISHARES TR | $138.08万 | 0.04% | 26,346 | 685 | 2.7% | $3.59万 | 加仓 |
| TLN | TALEN ENERGY CORP | $139.29万 | 0.04% | 3,625 | 3,625 | — | $139.29万 | 新建仓 |
| VMC | VULCAN MATLS CO | $139.48万 | 0.04% | 4,728 | 222 | 4.9% | $6.55万 | 加仓 |
| NFLX | NETFLIX INC. | $147.61万 | 0.05% | 20,674 | -8,531 | -29.2% | -$60.91万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $148.82万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $153.76万 | 0.05% | 13,007 | 1,154 | 9.7% | $13.64万 | 加仓 |
| FLOT | ISHARES TR | $154.01万 | 0.05% | 30,169 | 500 | 1.7% | $2.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $154.73万 | 0.05% | 2,666 | -1,074 | -28.7% | -$62.33万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $160.82万 | 0.05% | 110,151 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $166.69万 | 0.05% | 6,183 | 299 | 5.1% | $8.06万 | 加仓 |
| TJX | TJX COS INC NEW | $168.85万 | 0.05% | 11,199 | -76 | -0.7% | -$1.15万 | 减仓 |
| RKLB | ROCKET LAB CORP | $175.85万 | 0.05% | 17,300 | 7,300 | 73.0% | $74.20万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $180.88万 | 0.06% | 2,155 | 2,155 | — | $180.88万 | 新建仓 |
| EWJ | ISHARES INC | $181.90万 | 0.06% | 19,503 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $184.86万 | 0.06% | 8,299 | 439 | 5.6% | $9.78万 | 加仓 |
| AMAT | APPLIED MATLS INC | $185.09万 | 0.06% | 2,560 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $187.62万 | 0.06% | 1,257,568 | -41,905 | -3.2% | -$6.25万 | 减仓 |
| XBI | SPDR SERIES TRUST | $197.81万 | 0.06% | 12,500 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $200.75万 | 0.06% | 4,055 | 178 | 4.6% | $8.81万 | 加仓 |
| FAST | FASTENAL CO | $200.93万 | 0.06% | 41,834 | 2,210 | 5.6% | $10.61万 | 加仓 |
| AME | AMETEK INC | $202.07万 | 0.06% | 8,352 | 451 | 5.7% | $10.91万 | 加仓 |
| SNOW | SNOWFLAKE INC | $206.65万 | 0.06% | 8,120 | 4,120 | 103.0% | $104.85万 | 加仓 |
| ZS | ZSCALER INC | $210.74万 | 0.06% | 14,930 | 1,651 | 12.4% | $23.30万 | 加仓 |
| — | ARBE ROBOTICS LTD | $214.72万 | 0.07% | 2,844,422 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $217.16万 | 0.07% | 15,915 | 1,444 | 10.0% | $19.70万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $222.00万 | 0.07% | 30,266 | 1,439 | 5.0% | $10.56万 | 加仓 |
| PCAR | PACCAR INC | $230.37万 | 0.07% | 19,178 | 1,032 | 5.7% | $12.40万 | 加仓 |
| GWW | WW GRAINGER INC | $233.99万 | 0.07% | 1,720 | 85 | 5.2% | $11.56万 | 加仓 |
| TBLA | TABOOLA.COM LTD | $236.46万 | 0.07% | 472,918 | 172,918 | 57.6% | $86.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $236.95万 | 0.07% | 12,442 | 220 | 1.8% | $4.19万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $238.88万 | 0.07% | 11,211 | 555 | 5.2% | $11.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $240.02万 | 0.07% | 14,483 | 3,476 | 31.6% | $57.61万 | 加仓 |
| — | COLUMBIA ETF TR I | $255.63万 | 0.08% | 1,546 | 69 | 4.7% | $11.41万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $257.46万 | 0.08% | 8,184 | 435 | 5.6% | $13.68万 | 加仓 |
| URI | UNITED RENTALS INC | $258.64万 | 0.08% | 2,283 | 109 | 5.0% | $12.35万 | 加仓 |
| TSLA | TESLA INC | $265.84万 | 0.08% | 6,458 | 41 | 0.6% | $1.69万 | 加仓 |
| — | ODYSIGHT AI INC | $269.79万 | 0.08% | 648,776 | -324,767 | -33.4% | -$135.05万 | 减仓 |
| — | G WILLI FOOD INTL LTD | $275.43万 | 0.08% | 82,751 | 14,001 | 20.4% | $46.60万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $283.56万 | 0.09% | 10,484 | 539 | 5.4% | $14.58万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $284.00万 | 0.09% | 53,015 | 2,855 | 5.7% | $15.29万 | 加仓 |
| EMR | EMERSON ELEC CO | $292.17万 | 0.09% | 20,410 | 1,018 | 5.2% | $14.57万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $300.44万 | 0.09% | 33,910 | -13,669 | -28.7% | -$121.11万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $300.56万 | 0.09% | 254,500 | 254,500 | — | $300.56万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $314.00万 | 0.10% | 10,550 | -3,792 | -26.4% | -$112.86万 | 减仓 |
| CSX | CSX CORP | $321.82万 | 0.10% | 67,709 | 3,544 | 5.5% | $16.84万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $324.83万 | 0.10% | 22,232 | 22,232 | — | $324.83万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $327.81万 | 0.10% | 11,657 | 11,157 | 2,231.4% | $313.75万 | 加仓 |
| CRM | SALESFORCE INC | $329.60万 | 0.10% | 21,039 | 16,706 | 385.6% | $261.72万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $330.81万 | 0.10% | 127,030 | -892,843 | -87.5% | -$2,325.16万 | 减仓 |
| NOW | SERVICENOW INC | $331.08万 | 0.10% | 33,348 | 17,348 | 108.4% | $172.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $341.72万 | 0.10% | 7,920 | 7,920 | — | $341.72万 | 新建仓 |
| LQD | ISHARES TR | $346.16万 | 0.11% | 31,737 | -2,513 | -7.3% | -$27.41万 | 减仓 |
| HYG | ISHARES TR | $347.63万 | 0.11% | 43,470 | 600 | 1.4% | $4.80万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $348.23万 | 0.11% | 14,022 | -1,785 | -11.3% | -$44.33万 | 减仓 |
| DDOG | DATADOG INC | $352.66万 | 0.11% | 13,545 | -5,923 | -30.4% | -$154.21万 | 减仓 |
| CMI | CUMMINS INC | $358.60万 | 0.11% | 5,028 | 260 | 5.5% | $18.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $367.04万 | 0.11% | 44,414 | -2,480 | -5.3% | -$20.49万 | 减仓 |
| BWAY | BRAINSWAY LTD | $368.26万 | 0.11% | 237,433 | -34,571 | -12.7% | -$53.62万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $371.96万 | 0.11% | 77,800 | 77,800 | — | $371.96万 | 新建仓 |
| SN | SHARKNINJA INC | $383.57万 | 0.12% | 25,190 | 25,190 | — | $383.57万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $389.71万 | 0.12% | 30,929 | 394 | 1.3% | $4.96万 | 加仓 |
| GEV | GE VERNOVA INC | $392.10万 | 0.12% | 8,504 | 3,167 | 59.3% | $146.02万 | 加仓 |
| WM | WASTE MGMT INC DEL | $395.23万 | 0.12% | 17,733 | 716 | 4.2% | $15.96万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $395.63万 | 0.12% | 8,055 | 8,055 | — | $395.63万 | 新建仓 |
| FTNT | FORTINET INC | $395.68万 | 0.12% | 25,757 | -3,446 | -11.8% | -$52.94万 | 减仓 |
| AAPL | APPLE INC | $408.79万 | 0.12% | 14,131 | 361 | 2.6% | $10.44万 | 加仓 |
| PWR | QUANTA SVCS INC | $414.60万 | 0.13% | 5,758 | 595 | 11.5% | $42.84万 | 加仓 |
| GLW | CORNING INC | $430.20万 | 0.13% | 16,842 | 16,842 | — | $430.20万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $450.03万 | 0.14% | 4,601 | 401 | 9.5% | $39.22万 | 加仓 |
| UNP | UNION PAC CORP | $462.05万 | 0.14% | 16,987 | 991 | 6.2% | $26.96万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $468.65万 | 0.14% | 13,997 | 795 | 6.0% | $26.62万 | 加仓 |
| ETN | EATON CORP PLC | $474.57万 | 0.14% | 11,137 | 11,137 | — | $474.57万 | 新建仓 |
| EPOL | ISHARES TR | $491.89万 | 0.15% | 127,400 | 127,400 | — | $491.89万 | 新建仓 |
| VST | VISTRA CORP | $501.27万 | 0.15% | 31,600 | 28,360 | 875.3% | $449.87万 | 加仓 |
| NET | CLOUDFLARE INC | $532.18万 | 0.16% | 21,697 | -1,042 | -4.6% | -$25.56万 | 减仓 |
| KEN | KENON HLDGS LTD | $545.54万 | 0.17% | 80,706 | -130,647 | -61.8% | -$883.12万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $584.73万 | 0.18% | 19,300 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $585.74万 | 0.18% | 9,234 | 2,503 | 37.2% | $158.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $607.19万 | 0.19% | 18,561 | 882 | 5.0% | $28.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $614.78万 | 0.19% | 11,971 | 2,905 | 32.0% | $149.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $625.63万 | 0.19% | 12,510 | 743 | 6.3% | $37.16万 | 加仓 |
| DRS | LEONARDO DRS INC | $640.05万 | 0.20% | 150,000 | -148,000 | -49.7% | -$631.52万 | 减仓 |
| ASML | ASML HLDG NV | $648.27万 | 0.20% | 3,259 | -73 | -2.2% | -$14.52万 | 减仓 |
| SMWB | SIMILARWEB LTD | $703.13万 | 0.21% | 1,147,035 | -4,263 | -0.4% | -$2.61万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $713.31万 | 0.22% | 9,347 | -1,746 | -15.7% | -$133.24万 | 减仓 |
| V | VISA INC | $719.87万 | 0.22% | 20,986 | 5,253 | 33.4% | $180.19万 | 加仓 |
| — | GLOBAL X FDS | $742.89万 | 0.23% | 168,374 | 18,480 | 12.3% | $81.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $747.17万 | 0.23% | 14,675 | 5,980 | 68.8% | $304.47万 | 加仓 |
| WMT | WALMART INC | $758.57万 | 0.23% | 66,977 | 9,962 | 17.5% | $112.83万 | 加仓 |
| ACWI | ISHARES TR | $843.13万 | 0.26% | 53,768 | 11,029 | 25.8% | $172.94万 | 加仓 |
| PAVE | GLOBAL X FDS | $882.49万 | 0.27% | 149,999 | 12,332 | 9.0% | $72.55万 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $898.82万 | 0.27% | 677,813 | -37,884 | -5.3% | -$50.24万 | 减仓 |