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 |
|---|---|---|---|---|---|---|---|---|
| SEDG | SOLAREDGE TECHNOLOGIES INC | $911.54万 | 0.28% | 155,979 | -347,131 | -69.0% | -$2,028.63万 | 减仓 |
| XAR | SPDR SERIES TRUST | $920.41万 | 0.28% | 32,470 | 3,560 | 12.3% | $100.91万 | 加仓 |
| IVV | ISHARES TR | $1,219.58万 | 0.37% | 16,287 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $1,352.31万 | 0.41% | 12,703 | -504 | -3.8% | -$53.65万 | 减仓 |
| GOOGL | ALPHABET INC | $1,381.77万 | 0.42% | 38,665 | 6,930 | 21.8% | $247.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,609.08万 | 0.49% | 13,940 | -4,380 | -23.9% | -$505.58万 | 减仓 |
| IGV | ISHARES TR | $1,614.67万 | 0.49% | 178,220 | 43,460 | 32.2% | $393.75万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $1,628.51万 | 0.50% | 1,854,798 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1,678.46万 | 0.51% | 120,218 | -986 | -0.8% | -$13.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,716.40万 | 0.52% | 46,035 | -9,329 | -16.9% | -$347.83万 | 减仓 |
| AVGO | BROADCOM INC | $1,784.94万 | 0.54% | 47,252 | 8,112 | 20.7% | $306.43万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,231.58万 | 0.68% | 32,492 | -9,100 | -21.9% | -$625.00万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,437.88万 | 0.74% | 37,169 | 1,723 | 4.9% | $113.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,684.58万 | 0.82% | 35,982 | 9,995 | 38.5% | $745.72万 | 加仓 |
| — | ORMAT TECHNOLOGIES INC | $2,787.95万 | 0.85% | 20,150,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,876.55万 | 0.88% | 98,990 | 13,539 | 15.8% | $393.43万 | 加仓 |
| META | META PLATFORMS INC | $2,951.63万 | 0.90% | 52,407 | 15,079 | 40.4% | $849.27万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $3,380.04万 | 1.03% | 703,048 | -106,953 | -13.2% | -$514.20万 | 减仓 |
| KLAC | KLA CORP | $3,541.54万 | 1.08% | 117,724 | -18,186 | -13.4% | -$547.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,725.16万 | 1.14% | 186,194 | 79,207 | 74.0% | $1,584.68万 | 加仓 |
| GOOG | ALPHABET INC | $4,702.34万 | 1.43% | 133,097 | 39,327 | 41.9% | $1,389.43万 | 加仓 |
| AMZN | AMAZON COM INC | $5,215.47万 | 1.59% | 218,841 | 64,533 | 41.8% | $1,537.96万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $5,437.66万 | 1.66% | 891,274 | 0 | 0.0% | — | 不变 |
| NYAX | NAYAX LTD | $5,894.46万 | 1.80% | 906,477 | 41,306 | 4.8% | $268.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,290.73万 | 2.53% | 173,610 | 12,207 | 7.6% | $582.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,709.71万 | 2.66% | 118,292 | 50,598 | 74.7% | $3,725.48万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $8,874.02万 | 2.71% | 2,619,250 | 1,001,450 | 61.9% | $3,392.91万 | 加仓 |
| ICL | ICL GROUP LTD | $9,781.22万 | 2.98% | 19,497,433 | -119,150 | -0.6% | -$59.77万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $1.12亿 | 3.41% | 1,024,426 | 143,996 | 16.4% | $1,571.39万 | 加仓 |
| CAMT | CAMTEK LTD | $1.26亿 | 3.84% | 796,737 | 13,372 | 1.7% | $211.34万 | 加仓 |
| SOXX | ISHARES TR | $1.30亿 | 3.95% | 202,142 | 43,146 | 27.1% | $2,764.54万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.02亿 | 6.17% | 592,718 | 29,365 | 5.2% | $1,001.39万 | 加仓 |
| NVMI | NOVA LTD | $2.17亿 | 6.62% | 409,690 | 32,111 | 8.5% | $1,699.44万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.44亿 | 7.44% | 949,549 | 18,859 | 2.0% | $484.18万 | 加仓 |
| ESLT | ELBIT SYS LTD | $3.67亿 | 11.20% | 483,738 | -67,279 | -12.2% | -$5,105.78万 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $4.58亿 | 13.96% | 5,180,861 | -334,132 | -6.1% | -$2,950.86万 | 减仓 |