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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $233.99万 | 0.07% | 1,720 | 85 | 5.2% | $11.56万 | 加仓 |
| PCAR | PACCAR INC | $230.37万 | 0.07% | 19,178 | 1,032 | 5.7% | $12.40万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $222.00万 | 0.07% | 30,266 | 1,439 | 5.0% | $10.56万 | 加仓 |
| OKTA | OKTA INC | $217.16万 | 0.07% | 15,915 | 1,444 | 10.0% | $19.70万 | 加仓 |
| — | ARBE ROBOTICS LTD | $214.72万 | 0.07% | 2,844,422 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $210.74万 | 0.06% | 14,930 | 1,651 | 12.4% | $23.30万 | 加仓 |
| SNOW | SNOWFLAKE INC | $206.65万 | 0.06% | 8,120 | 4,120 | 103.0% | $104.85万 | 加仓 |
| AME | AMETEK INC | $202.07万 | 0.06% | 8,352 | 451 | 5.7% | $10.91万 | 加仓 |
| FAST | FASTENAL CO | $200.93万 | 0.06% | 41,834 | 2,210 | 5.6% | $10.61万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $200.75万 | 0.06% | 4,055 | 178 | 4.6% | $8.81万 | 加仓 |
| XBI | SPDR SERIES TRUST | $197.81万 | 0.06% | 12,500 | 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 |
| AMAT | APPLIED MATLS INC | $185.09万 | 0.06% | 2,560 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $184.86万 | 0.06% | 8,299 | 439 | 5.6% | $9.78万 | 加仓 |
| EWJ | ISHARES INC | $181.90万 | 0.06% | 19,503 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $180.88万 | 0.06% | 2,155 | 2,155 | — | $180.88万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $175.85万 | 0.05% | 17,300 | 7,300 | 73.0% | $74.20万 | 加仓 |
| TJX | TJX COS INC NEW | $168.85万 | 0.05% | 11,199 | -76 | -0.7% | -$1.15万 | 减仓 |
| WAB | WABTEC | $166.69万 | 0.05% | 6,183 | 299 | 5.1% | $8.06万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $160.82万 | 0.05% | 110,151 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $154.73万 | 0.05% | 2,666 | -1,074 | -28.7% | -$62.33万 | 减仓 |
| FLOT | ISHARES TR | $154.01万 | 0.05% | 30,169 | 500 | 1.7% | $2.55万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $153.76万 | 0.05% | 13,007 | 1,154 | 9.7% | $13.64万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $148.82万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $147.61万 | 0.05% | 20,674 | -8,531 | -29.2% | -$60.91万 | 减仓 |
| VMC | VULCAN MATLS CO | $139.48万 | 0.04% | 4,728 | 222 | 4.9% | $6.55万 | 加仓 |
| TLN | TALEN ENERGY CORP | $139.29万 | 0.04% | 3,625 | 3,625 | — | $139.29万 | 新建仓 |
| IGSB | ISHARES TR | $138.08万 | 0.04% | 26,346 | 685 | 2.7% | $3.59万 | 加仓 |
| GEN | GEN DIGITAL INC | $137.28万 | 0.04% | 55,154 | 5,605 | 11.3% | $13.95万 | 加仓 |
| EME | EMCOR GROUP INC | $134.36万 | 0.04% | 1,619 | 82 | 5.3% | $6.81万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $129.07万 | 0.04% | 5,400 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $128.74万 | 0.04% | 34,775 | -10,152 | -22.6% | -$37.58万 | 减仓 |
| MCHI | ISHARES TR | $127.56万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $127.16万 | 0.04% | 35,900 | -31,150 | -46.5% | -$110.33万 | 减仓 |
| BAC | BANK OF AMER CORP | $127.02万 | 0.04% | 22,295 | 103 | 0.5% | $5,868 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $126.18万 | 0.04% | 2,188 | 107 | 5.1% | $6.17万 | 加仓 |
| TER | TERADYNE INC | $125.80万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $125.39万 | 0.04% | 7,393 | 7,393 | — | $125.39万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $120.58万 | 0.04% | 5,255 | 256 | 5.1% | $5.87万 | 加仓 |
| KXI | ISHARES TR | $118.18万 | 0.04% | 17,500 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $117.62万 | 0.04% | 11,000 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $117.17万 | 0.04% | 26,685 | 2,285 | 9.4% | $10.03万 | 加仓 |
| IR | INGERSOLL RAND INC | $116.92万 | 0.04% | 14,260 | 747 | 5.5% | $6.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.25万 | 0.04% | 1,247 | -13 | -1.0% | -$1.20万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $111.71万 | 0.03% | 1,811 | 92 | 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 |
| DOV | DOVER CORP | $110.05万 | 0.03% | 4,907 | 253 | 5.4% | $5.67万 | 加仓 |
| ODD | ODDITY TECH LTD | $108.95万 | 0.03% | 72,007 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $106.62万 | 0.03% | 6,793 | 105 | 1.6% | $1.65万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $103.75万 | 0.03% | 23,000 | 23,000 | — | $103.75万 | 新建仓 |
| XYL | XYLEM INC | $102.38万 | 0.03% | 8,661 | 271 | 3.2% | $3.20万 | 加仓 |
| HUBB | HUBBELL INC | $100.77万 | 0.03% | 1,926 | 92 | 5.0% | $4.81万 | 加仓 |
| SHLD | GLOBAL X FDS | $100.33万 | 0.03% | 16,804 | -1,092 | -6.1% | -$6.52万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $100.11万 | 0.03% | 13,982 | 569 | 4.2% | $4.07万 | 加仓 |
| COPX | GLOBAL X FDS | $100.06万 | 0.03% | 13,000 | 13,000 | — | $100.06万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $99.44万 | 0.03% | 10,588 | -22,456 | -68.0% | -$210.91万 | 减仓 |
| ATI | ATI INC | $98.02万 | 0.03% | 4,973 | 248 | 5.2% | $4.89万 | 加仓 |
| LLY | ELI LILLY & CO | $97.40万 | 0.03% | 835 | -65 | -7.2% | -$7.58万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $95.17万 | 0.03% | 10,592 | -681 | -6.0% | -$6.12万 | 减仓 |
| — | EXXON MOBIL CORP | $94.12万 | 0.03% | 6,884 | 11 | 0.2% | $1,504 | 加仓 |
| NAVN | NAVAN INC | $93.82万 | 0.03% | 41,022 | 41,022 | — | $93.82万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $80.71万 | 0.02% | 5,956 | 325 | 5.8% | $4.40万 | 加仓 |
| PFE | PFIZER INC | $79.30万 | 0.02% | 32,930 | 215 | 0.7% | $5,177 | 加仓 |
| ROL | ROLLINS INC | $73.23万 | 0.02% | 17,544 | 944 | 5.7% | $3.94万 | 加仓 |
| AGG | ISHARES TR | $72.93万 | 0.02% | 7,375 | 830 | 12.7% | $8.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.81万 | 0.02% | 2,788 | -288 | -9.4% | -$7.31万 | 减仓 |
| KO | COCA COLA CO | $70.73万 | 0.02% | 8,704 | 84 | 1.0% | $6,826 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $67.98万 | 0.02% | 10,540 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $67.86万 | 0.02% | 11,109 | 486 | 4.6% | $2.97万 | 加仓 |
| STM | STMICROELECTRONICS N V | $67.40万 | 0.02% | 9,000 | 9,000 | — | $67.40万 | 新建仓 |
| EQIX | EQUINIX INC | $67.01万 | 0.02% | 643 | -20 | -3.0% | -$2.08万 | 减仓 |
| APG | API GROUP CORP | $66.86万 | 0.02% | 15,787 | 899 | 6.0% | $3.81万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $66.80万 | 0.02% | 3,613 | 504 | 16.2% | $9.32万 | 加仓 |
| VIA | VIA TRANSN INC | $66.79万 | 0.02% | 36,819 | 36,819 | — | $66.79万 | 新建仓 |
| BB | BLACKBERRY LTD | $66.03万 | 0.02% | 52,200 | 3,864 | 8.0% | $4.89万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $65.00万 | 0.02% | 10,714 | 848 | 8.6% | $5.14万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $63.96万 | 0.02% | 3,837 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $61.21万 | 0.02% | 2,697 | 132 | 5.1% | $3.00万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $60.63万 | 0.02% | 8,402 | 52 | 0.6% | $3,752 | 加仓 |
| MAS | MASCO CORP | $59.82万 | 0.02% | 7,351 | 325 | 4.6% | $2.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $59.42万 | 0.02% | 6,770 | 740 | 12.3% | $6.49万 | 加仓 |
| CLH | CLEAN HARBORS INC | $57.54万 | 0.02% | 1,926 | 100 | 5.5% | $2.99万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.85万 | 0.02% | 7,194 | 1 | 0.0% | $79 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $56.35万 | 0.02% | 3,553 | -813 | -18.6% | -$12.89万 | 减仓 |
| S | SENTINELONE INC | $56.15万 | 0.02% | 85,670 | 2,865 | 3.5% | $1.88万 | 加仓 |
| SONY | SONY GROUP CORP | $55.97万 | 0.02% | 27,900 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $53.51万 | 0.02% | 1,475 | 64 | 4.5% | $2.32万 | 加仓 |
| ESTC | ELASTIC N V | $53.44万 | 0.02% | 9,372 | 905 | 10.7% | $5.16万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $53.00万 | 0.02% | 1,996 | 105 | 5.6% | $2.79万 | 加仓 |
| PERI | PERION NETWORK LTD | $51.79万 | 0.02% | 54,055 | 4,053 | 8.1% | $3.88万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $51.68万 | 0.02% | 1,386 | 83 | 6.4% | $3.09万 | 加仓 |
| MOD | MODINE MFG CO | $51.40万 | 0.02% | 1,925 | 105 | 5.8% | $2.80万 | 加仓 |
| — | AIRSHIP AI HLDGS INC | $51.30万 | 0.02% | 675,000 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $50.14万 | 0.02% | 9,616 | 512 | 5.6% | $2.67万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.92万 | 0.02% | 4,279 | 3,981 | 1,335.9% | $46.45万 | 加仓 |
| DGRW | WISDOMTREE TR | $48.31万 | 0.01% | 1,287 | 1 | 0.1% | $375 | 加仓 |
| FSLR | FIRST SOLAR INC | $47.36万 | 0.01% | 2,007 | -63 | -3.0% | -$1.49万 | 减仓 |
| CR | CRANE COMPANY | $46.93万 | 0.01% | 2,104 | 114 | 5.7% | $2.54万 | 加仓 |
| GGG | GRACO INC | $45.73万 | 0.01% | 6,048 | 343 | 6.0% | $2.59万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $45.55万 | 0.01% | 1,347 | 60 | 4.7% | $2.03万 | 加仓 |