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 |
|---|---|---|---|---|---|---|---|---|
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $4.58亿 | 13.96% | 5,180,861 | -334,132 | -6.1% | -$2,950.86万 | 减仓 |
| ESLT | ELBIT SYS LTD | $3.67亿 | 11.20% | 483,738 | -67,279 | -12.2% | -$5,105.78万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.44亿 | 7.44% | 949,549 | 18,859 | 2.0% | $484.18万 | 加仓 |
| NVMI | NOVA LTD | $2.17亿 | 6.62% | 409,690 | 32,111 | 8.5% | $1,699.44万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.02亿 | 6.17% | 592,718 | 29,365 | 5.2% | $1,001.39万 | 加仓 |
| SOXX | ISHARES TR | $1.30亿 | 3.95% | 202,142 | 43,146 | 27.1% | $2,764.54万 | 加仓 |
| CAMT | CAMTEK LTD | $1.26亿 | 3.84% | 796,737 | 13,372 | 1.7% | $211.34万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $1.12亿 | 3.41% | 1,024,426 | 143,996 | 16.4% | $1,571.39万 | 加仓 |
| ICL | ICL GROUP LTD | $9,781.22万 | 2.98% | 19,497,433 | -119,150 | -0.6% | -$59.77万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $8,874.02万 | 2.71% | 2,619,250 | 1,001,450 | 61.9% | $3,392.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,709.71万 | 2.66% | 118,292 | 50,598 | 74.7% | $3,725.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,290.73万 | 2.53% | 173,610 | 12,207 | 7.6% | $582.94万 | 加仓 |
| NYAX | NAYAX LTD | $5,894.46万 | 1.80% | 906,477 | 41,306 | 4.8% | $268.60万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $5,437.66万 | 1.66% | 891,274 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $5,215.47万 | 1.59% | 218,841 | 64,533 | 41.8% | $1,537.96万 | 加仓 |
| GOOG | ALPHABET INC | $4,702.34万 | 1.43% | 133,097 | 39,327 | 41.9% | $1,389.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,725.16万 | 1.14% | 186,194 | 79,207 | 74.0% | $1,584.68万 | 加仓 |
| KLAC | KLA CORP | $3,541.54万 | 1.08% | 117,724 | -18,186 | -13.4% | -$547.10万 | 减仓 |
| TATT | TAT TECHNOLOGIES LTD | $3,380.04万 | 1.03% | 703,048 | -106,953 | -13.2% | -$514.20万 | 减仓 |
| META | META PLATFORMS INC | $2,951.63万 | 0.90% | 52,407 | 15,079 | 40.4% | $849.27万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,876.55万 | 0.88% | 98,990 | 13,539 | 15.8% | $393.43万 | 加仓 |
| — | ORMAT TECHNOLOGIES INC | $2,787.95万 | 0.85% | 20,150,000 | 0 | 0.0% | — | 不变 |
| 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 |
| SMH | VANECK ETF TRUST | $2,437.88万 | 0.74% | 37,169 | 1,723 | 4.9% | $113.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,231.58万 | 0.68% | 32,492 | -9,100 | -21.9% | -$625.00万 | 减仓 |
| AVGO | BROADCOM INC | $1,784.94万 | 0.54% | 47,252 | 8,112 | 20.7% | $306.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,716.40万 | 0.52% | 46,035 | -9,329 | -16.9% | -$347.83万 | 减仓 |
| INTC | INTEL CORP | $1,678.46万 | 0.51% | 120,218 | -986 | -0.8% | -$13.77万 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD | $1,628.51万 | 0.50% | 1,854,798 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $1,614.67万 | 0.49% | 178,220 | 43,460 | 32.2% | $393.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,609.08万 | 0.49% | 13,940 | -4,380 | -23.9% | -$505.58万 | 减仓 |
| GOOGL | ALPHABET INC | $1,381.77万 | 0.42% | 38,665 | 6,930 | 21.8% | $247.66万 | 加仓 |
| CAT | CATERPILLAR INC | $1,352.31万 | 0.41% | 12,703 | -504 | -3.8% | -$53.65万 | 减仓 |
| IVV | ISHARES TR | $1,219.58万 | 0.37% | 16,287 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $920.41万 | 0.28% | 32,470 | 3,560 | 12.3% | $100.91万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $911.54万 | 0.28% | 155,979 | -347,131 | -69.0% | -$2,028.63万 | 减仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $898.82万 | 0.27% | 677,813 | -37,884 | -5.3% | -$50.24万 | 减仓 |
| PAVE | GLOBAL X FDS | $882.49万 | 0.27% | 149,999 | 12,332 | 9.0% | $72.55万 | 加仓 |
| ACWI | ISHARES TR | $843.13万 | 0.26% | 53,768 | 11,029 | 25.8% | $172.94万 | 加仓 |
| WMT | WALMART INC | $758.57万 | 0.23% | 66,977 | 9,962 | 17.5% | $112.83万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $747.17万 | 0.23% | 14,675 | 5,980 | 68.8% | $304.47万 | 加仓 |
| — | GLOBAL X FDS | $742.89万 | 0.23% | 168,374 | 18,480 | 12.3% | $81.54万 | 加仓 |
| V | VISA INC | $719.87万 | 0.22% | 20,986 | 5,253 | 33.4% | $180.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $713.31万 | 0.22% | 9,347 | -1,746 | -15.7% | -$133.24万 | 减仓 |
| SMWB | SIMILARWEB LTD | $703.13万 | 0.21% | 1,147,035 | -4,263 | -0.4% | -$2.61万 | 减仓 |
| ASML | ASML HLDG NV | $648.27万 | 0.20% | 3,259 | -73 | -2.2% | -$14.52万 | 减仓 |
| DRS | LEONARDO DRS INC | $640.05万 | 0.20% | 150,000 | -148,000 | -49.7% | -$631.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $625.63万 | 0.19% | 12,510 | 743 | 6.3% | $37.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $614.78万 | 0.19% | 11,971 | 2,905 | 32.0% | $149.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $607.19万 | 0.19% | 18,561 | 882 | 5.0% | $28.85万 | 加仓 |
| DE | DEERE & CO | $585.74万 | 0.18% | 9,234 | 2,503 | 37.2% | $158.77万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $584.73万 | 0.18% | 19,300 | 0 | 0.0% | — | 不变 |
| KEN | KENON HLDGS LTD | $545.54万 | 0.17% | 80,706 | -130,647 | -61.8% | -$883.12万 | 减仓 |
| NET | CLOUDFLARE INC | $532.18万 | 0.16% | 21,697 | -1,042 | -4.6% | -$25.56万 | 减仓 |
| VST | VISTRA CORP | $501.27万 | 0.15% | 31,600 | 28,360 | 875.3% | $449.87万 | 加仓 |
| EPOL | ISHARES TR | $491.89万 | 0.15% | 127,400 | 127,400 | — | $491.89万 | 新建仓 |
| ETN | EATON CORP PLC | $474.57万 | 0.14% | 11,137 | 11,137 | — | $474.57万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $468.65万 | 0.14% | 13,997 | 795 | 6.0% | $26.62万 | 加仓 |
| UNP | UNION PAC CORP | $462.05万 | 0.14% | 16,987 | 991 | 6.2% | $26.96万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $450.03万 | 0.14% | 4,601 | 401 | 9.5% | $39.22万 | 加仓 |
| GLW | CORNING INC | $430.20万 | 0.13% | 16,842 | 16,842 | — | $430.20万 | 新建仓 |
| PWR | QUANTA SVCS INC | $414.60万 | 0.13% | 5,758 | 595 | 11.5% | $42.84万 | 加仓 |
| AAPL | APPLE INC | $408.79万 | 0.12% | 14,131 | 361 | 2.6% | $10.44万 | 加仓 |
| FTNT | FORTINET INC | $395.68万 | 0.12% | 25,757 | -3,446 | -11.8% | -$52.94万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $395.63万 | 0.12% | 8,055 | 8,055 | — | $395.63万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $395.23万 | 0.12% | 17,733 | 716 | 4.2% | $15.96万 | 加仓 |
| GEV | GE VERNOVA INC | $392.10万 | 0.12% | 8,504 | 3,167 | 59.3% | $146.02万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $389.71万 | 0.12% | 30,929 | 394 | 1.3% | $4.96万 | 加仓 |
| SN | SHARKNINJA INC | $383.57万 | 0.12% | 25,190 | 25,190 | — | $383.57万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $371.96万 | 0.11% | 77,800 | 77,800 | — | $371.96万 | 新建仓 |
| BWAY | BRAINSWAY LTD | $368.26万 | 0.11% | 237,433 | -34,571 | -12.7% | -$53.62万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $367.04万 | 0.11% | 44,414 | -2,480 | -5.3% | -$20.49万 | 减仓 |
| CMI | CUMMINS INC | $358.60万 | 0.11% | 5,028 | 260 | 5.5% | $18.54万 | 加仓 |
| DDOG | DATADOG INC | $352.66万 | 0.11% | 13,545 | -5,923 | -30.4% | -$154.21万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $348.23万 | 0.11% | 14,022 | -1,785 | -11.3% | -$44.33万 | 减仓 |
| HYG | ISHARES TR | $347.63万 | 0.11% | 43,470 | 600 | 1.4% | $4.80万 | 加仓 |
| LQD | ISHARES TR | $346.16万 | 0.11% | 31,737 | -2,513 | -7.3% | -$27.41万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $341.72万 | 0.10% | 7,920 | 7,920 | — | $341.72万 | 新建仓 |
| NOW | SERVICENOW INC | $331.08万 | 0.10% | 33,348 | 17,348 | 108.4% | $172.23万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $330.81万 | 0.10% | 127,030 | -892,843 | -87.5% | -$2,325.16万 | 减仓 |
| CRM | SALESFORCE INC | $329.60万 | 0.10% | 21,039 | 16,706 | 385.6% | $261.72万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $327.81万 | 0.10% | 11,657 | 11,157 | 2,231.4% | $313.75万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $324.83万 | 0.10% | 22,232 | 22,232 | — | $324.83万 | 新建仓 |
| CSX | CSX CORP | $321.82万 | 0.10% | 67,709 | 3,544 | 5.5% | $16.84万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $314.00万 | 0.10% | 10,550 | -3,792 | -26.4% | -$112.86万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $300.56万 | 0.09% | 254,500 | 254,500 | — | $300.56万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $300.44万 | 0.09% | 33,910 | -13,669 | -28.7% | -$121.11万 | 减仓 |
| EMR | EMERSON ELEC CO | $292.17万 | 0.09% | 20,410 | 1,018 | 5.2% | $14.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $284.00万 | 0.09% | 53,015 | 2,855 | 5.7% | $15.29万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $283.56万 | 0.09% | 10,484 | 539 | 5.4% | $14.58万 | 加仓 |
| — | G WILLI FOOD INTL LTD | $275.43万 | 0.08% | 82,751 | 14,001 | 20.4% | $46.60万 | 加仓 |
| — | ODYSIGHT AI INC | $269.79万 | 0.08% | 648,776 | -324,767 | -33.4% | -$135.05万 | 减仓 |
| TSLA | TESLA INC | $265.84万 | 0.08% | 6,458 | 41 | 0.6% | $1.69万 | 加仓 |
| URI | UNITED RENTALS INC | $258.64万 | 0.08% | 2,283 | 109 | 5.0% | $12.35万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $257.46万 | 0.08% | 8,184 | 435 | 5.6% | $13.68万 | 加仓 |
| — | COLUMBIA ETF TR I | $255.63万 | 0.08% | 1,546 | 69 | 4.7% | $11.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $240.02万 | 0.07% | 14,483 | 3,476 | 31.6% | $57.61万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $238.88万 | 0.07% | 11,211 | 555 | 5.2% | $11.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $236.95万 | 0.07% | 12,442 | 220 | 1.8% | $4.19万 | 加仓 |
| TBLA | TABOOLA.COM LTD | $236.46万 | 0.07% | 472,918 | 172,918 | 57.6% | $86.46万 | 加仓 |