Y.D. More Investments Ltd
Ramat Gan L3 · SEC CIK 0001870364
$26.06亿2026Q1 申报市值
474持仓数
63.5%前十大占比 · 第一大 17.6%
51 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 加仓+$7,782.01万
SOXX 加仓+$5,101.86万
LHX 加仓+$2,916.34万
ORA 加仓+$2,633.19万
NVMI 加仓+$2,150.36万
2026Q1 卖出最多 按季末市值估算
ZIM 减仓-$7,280.17万
ESLT 减仓-$5,608.55万
ENLT 减仓-$2,131.65万
QQQ 减仓-$2,031.00万
TSEM 减仓-$1,347.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2,045.75万 | 0.78% | 55,364 | -3,205 | -5.5% | -$118.43万 | 减仓 |
| META | META PLATFORMS INC | $2,132.46万 | 0.82% | 37,328 | -2,114 | -5.4% | -$120.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,484.51万 | 0.95% | 41,592 | 1,131 | 2.8% | $67.56万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,568.38万 | 0.99% | 503,110 | 142,650 | 39.6% | $728.23万 | 加仓 |
| — | ORMAT TECHNOLOGIES INC | $2,606.91万 | 1.00% | 20,150,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,682.97万 | 1.03% | 93,770 | 12,271 | 15.1% | $351.10万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $2,687.37万 | 1.03% | 1,019,873 | -2,762,872 | -73.0% | -$7,280.17万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,949.34万 | 1.13% | 85,451 | 84,495 | 8,838.4% | $2,916.34万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $3,205.44万 | 1.23% | 810,001 | -90,146 | -10.0% | -$356.74万 | 减仓 |
| AMZN | AMAZON COM INC | $3,211.94万 | 1.23% | 154,308 | 21,260 | 16.0% | $442.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,902.98万 | 1.50% | 67,694 | -35,226 | -34.2% | -$2,031.00万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $4,368.13万 | 1.68% | 891,274 | 33,000 | 3.8% | $161.73万 | 加仓 |
| NYAX | NAYAX LTD | $4,838.69万 | 1.86% | 865,171 | 25,694 | 3.1% | $143.70万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4,872.71万 | 1.87% | 1,617,800 | 1,900 | 0.1% | $5.72万 | 加仓 |
| SOXX | ISHARES TR | $5,224.05万 | 2.00% | 158,996 | 155,277 | 4,175.2% | $5,101.86万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,452.57万 | 2.09% | 161,403 | 28,890 | 21.8% | $975.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $9,030.57万 | 3.46% | 563,353 | 485,464 | 623.3% | $7,782.01万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $9,772.16万 | 3.75% | 880,430 | 237,239 | 36.9% | $2,633.19万 | 加仓 |
| ICL | ICL GROUP LTD | $1.00亿 | 3.85% | 19,616,583 | 877,644 | 4.7% | $448.96万 | 加仓 |
| CAMT | CAMTEK LTD | $1.15亿 | 4.41% | 783,365 | 134,791 | 20.8% | $1,977.07万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.58亿 | 6.08% | 930,690 | -79,156 | -7.8% | -$1,347.75万 | 减仓 |
| NVMI | NOVA LTD | $1.62亿 | 6.21% | 377,579 | 50,154 | 15.3% | $2,150.36万 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $3.65亿 | 14.00% | 5,514,993 | -322,270 | -5.5% | -$2,131.65万 | 减仓 |
| ESLT | ELBIT SYS LTD | $4.59亿 | 17.62% | 551,017 | -67,308 | -10.9% | -$5,608.55万 | 减仓 |