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 |
|---|---|---|---|---|---|---|---|---|
| SPUS | TIDAL TRUST I | $45.42万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $44.93万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $44.82万 | 0.01% | 24,887 | 707 | 2.9% | $1.27万 | 加仓 |
| STE | STERIS PLC | $44.22万 | 0.01% | 2,100 | 2,100 | — | $44.22万 | 新建仓 |
| QLYS | QUALYS INC | $43.32万 | 0.01% | 3,151 | 232 | 7.9% | $3.19万 | 加仓 |
| ORCL | ORACLE CORP | $43.25万 | 0.01% | 2,951 | -7,347 | -71.3% | -$107.67万 | 重新持有 |
| VRNS | VARONIS SYS INC | $43.10万 | 0.01% | 10,272 | -486 | -4.5% | -$2.04万 | 减仓 |
| VMI | VALMONT INDS INC | $40.84万 | 0.01% | 707 | 33 | 4.9% | $1.91万 | 加仓 |
| IGIB | ISHARES TR | $40.59万 | 0.01% | 7,660 | 2,780 | 57.0% | $14.73万 | 加仓 |
| NTSK | NETSKOPE INC | $39.54万 | 0.01% | 36,139 | 3,967 | 12.3% | $4.34万 | 加仓 |
| AAON | AAON INC | $37.87万 | 0.01% | 2,985 | 173 | 6.2% | $2.19万 | 加仓 |
| IHI | ISHARES TR | $37.47万 | 0.01% | 7,584 | -984 | -11.5% | -$4.86万 | 减仓 |
| — | LISTED FDS TR | $37.30万 | 0.01% | 9,450 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $37.26万 | 0.01% | 718 | 81 | 12.7% | $4.20万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $37.06万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $36.39万 | 0.01% | 9,866 | 467 | 5.0% | $1.72万 | 加仓 |
| APP | APPLOVIN CORP | $36.07万 | 0.01% | 700 | 700 | — | $36.07万 | 新建仓 |
| AIQ | GLOBAL X FDS | $36.05万 | 0.01% | 5,500 | -150 | -2.7% | -$9,833 | 减仓 |
| SHOP | SHOPIFY INC | $35.59万 | 0.01% | 3,117 | 2,717 | 679.2% | $31.02万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $35.07万 | 0.01% | 3,919 | 102 | 2.7% | $9,127 | 加仓 |
| OSK | OSHKOSH CORP | $34.87万 | 0.01% | 2,272 | 114 | 5.3% | $1.75万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $34.65万 | 0.01% | 1,026 | -460 | -31.0% | -$15.53万 | 减仓 |
| FLS | FLOWSERVE CORP | $34.54万 | 0.01% | 4,657 | 266 | 6.1% | $1.97万 | 加仓 |
| CNM | CORE & MAIN INC | $34.19万 | 0.01% | 7,087 | 341 | 5.1% | $1.65万 | 加仓 |
| ITA | ISHARES TR | $33.21万 | 0.01% | 1,376 | 227 | 19.8% | $5.48万 | 加仓 |
| HD | HOME DEPOT INC | $32.69万 | 0.01% | 927 | -747 | -44.6% | -$26.35万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $31.81万 | 0.01% | 6,460 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $31.68万 | 0.01% | 313 | 48 | 18.1% | $4.86万 | 加仓 |
| AGCO | AGCO CORP | $31.59万 | 0.01% | 2,639 | 2,639 | — | $31.59万 | 新建仓 |
| AOS | SMITH A O CORP | $31.50万 | 0.01% | 5,022 | 252 | 5.3% | $1.58万 | 加仓 |
| SSD | SIMPSON MFG INC | $31.38万 | 0.01% | 1,499 | 70 | 4.9% | $1.47万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $31.10万 | 0.01% | 9,312 | 4,412 | 90.0% | $14.73万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $30.73万 | 0.01% | 6,081 | 326 | 5.7% | $1.65万 | 加仓 |
| BXP | BXP INC | $30.54万 | 0.01% | 6,307 | 61 | 1.0% | $2,954 | 加仓 |
| MCD | MCDONALDS CORP | $30.36万 | 0.01% | 1,123 | -1,847 | -62.2% | -$49.93万 | 减仓 |
| C | CITIGROUP INC | $30.10万 | 0.01% | 2,153 | 109 | 5.3% | $1.52万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $29.82万 | 0.01% | 2,356 | 325 | 16.0% | $4.11万 | 加仓 |
| CVS | CVS HEALTH CORP | $29.02万 | 0.01% | 2,805 | 250 | 9.8% | $2.59万 | 加仓 |
| POOL | POOL CORP | $28.54万 | 0.01% | 1,328 | 59 | 4.6% | $1.27万 | 加仓 |
| FLR | FLUOR CORP | $28.21万 | 0.01% | 5,385 | 74 | 1.4% | $3,877 | 加仓 |
| EQT | EQT CORP | $27.65万 | 0.01% | 5,200 | 5,200 | — | $27.65万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $27.55万 | 0.01% | 600 | -3,400 | -85.0% | -$156.10万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $27.32万 | 0.01% | 9,457 | 9,457 | — | $27.32万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.22万 | 0.01% | 1,856 | -90 | -4.6% | -$1.32万 | 减仓 |
| IHE | ISHARES TR | $26.73万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| ARQQ | ARQIT QUANTUM INC | $26.39万 | 0.01% | 8,881 | 8,881 | — | $26.39万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $25.36万 | 0.01% | 4,041 | 214 | 5.6% | $1.34万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $24.95万 | 0.01% | 1,555 | 77 | 5.2% | $1.24万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $24.74万 | 0.01% | 2,990 | 500 | 20.1% | $4.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.61万 | 0.01% | 1,116 | 311 | 38.6% | $6.58万 | 加仓 |
| SO | SOUTHERN CO | $23.16万 | 0.01% | 2,420 | 442 | 22.3% | $4.23万 | 加仓 |
| VG | VENTURE GLOBAL INC | $23.15万 | 0.01% | 20,800 | 20,800 | — | $23.15万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.07万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.35万 | 0.01% | 221 | 4 | 1.8% | $4,045 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $21.64万 | 0.01% | 3,510 | 185 | 5.6% | $1.14万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.54万 | 0.01% | 574 | 574 | — | $21.54万 | 新建仓 |
| BX | BLACKSTONE INC | $21.12万 | 0.01% | 2,278 | 350 | 18.2% | $3.25万 | 加仓 |
| MS | MORGAN STANLEY | $20.53万 | 0.01% | 982 | 27 | 2.8% | $5,644 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $20.49万 | 0.01% | 1,760 | 700 | 66.0% | $8.15万 | 加仓 |
| — | FALCONS BEYOND GLOBAL INC | $19.57万 | 0.01% | 75,000 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $19.52万 | 0.01% | 20,786 | 1,104 | 5.6% | $1.04万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $19.51万 | 0.01% | 6,500 | 1,200 | 22.6% | $3.60万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $19.10万 | 0.01% | 8,923 | 318 | 3.7% | $6,805 | 加仓 |
| MO | ALTRIA GROUP INC | $18.82万 | 0.01% | 2,616 | 93 | 3.7% | $6,691 | 加仓 |
| ANET | ARISTA NETWORKS INC | $18.38万 | 0.01% | 1,082 | 212 | 24.4% | $3.60万 | 加仓 |
| NOBL | PROSHARES TR | $17.97万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $17.80万 | 0.01% | 399 | 399 | — | $17.80万 | 新建仓 |
| INDA | ISHARES TR | $17.29万 | 0.01% | 3,500 | -240 | -6.4% | -$1.19万 | 减仓 |
| ADBE | ADOBE INC | $17.26万 | 0.01% | 842 | 809 | 2,451.5% | $16.59万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $17.16万 | 0.01% | 4,052 | 75 | 1.9% | $3,176 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $16.60万 | 0.01% | 4,988 | 172 | 3.6% | $5,722 | 加仓 |
| WFC | WELLS FARGO & CO | $16.27万 | 0.00% | 1,969 | -6 | -0.3% | -$496 | 减仓 |
| KHC | KRAFT HEINZ CO | $15.72万 | 0.00% | 6,657 | 238 | 3.7% | $5,622 | 加仓 |
| USB | US BANCORP | $15.44万 | 0.00% | 2,557 | 62 | 2.5% | $3,745 | 加仓 |
| — | MEDIWOUND LTD | $15.29万 | 0.00% | 10,400 | 10,400 | — | $15.29万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $15.06万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $14.88万 | 0.00% | 570 | 570 | — | $14.88万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $14.79万 | 0.00% | 1,381 | -619 | -30.9% | -$6.63万 | 减仓 |
| IEI | ISHARES TR | $14.68万 | 0.00% | 1,250 | -160 | -11.3% | -$1.88万 | 减仓 |
| WSO | WATSCO INC | $14.59万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $14.54万 | 0.00% | 39,629 | 15,346 | 63.2% | $5.63万 | 加仓 |
| OKE | ONEOK INC NEW | $14.53万 | 0.00% | 1,671 | 60 | 3.7% | $5,216 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $14.46万 | 0.00% | 2,450 | 300 | 14.0% | $1.77万 | 加仓 |
| RPD | RAPID7 INC | $14.17万 | 0.00% | 17,497 | 319 | 1.9% | $2,584 | 加仓 |
| TLS | TELOS CORP MD | $14.08万 | 0.00% | 30,611 | 4,032 | 15.2% | $1.85万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $13.65万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $13.65万 | 0.00% | 5,383 | 192 | 3.7% | $4,867 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $13.59万 | 0.00% | 1,195 | 36 | 3.1% | $4,093 | 加仓 |
| TFC | TRUIST FINL CORP | $13.51万 | 0.00% | 2,712 | 64 | 2.4% | $3,188 | 加仓 |
| VICI | VICI PPTYS INC | $13.28万 | 0.00% | 5,000 | 178 | 3.7% | $4,726 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $13.06万 | 0.00% | 1,210 | 36 | 3.1% | $3,885 | 加仓 |
| O | REALTY INCOME CORP | $12.96万 | 0.00% | 2,091 | 74 | 3.7% | $4,585 | 加仓 |
| QCOM | QUALCOMM INC | $12.75万 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $12.43万 | 0.00% | 9,238 | 330 | 3.7% | $4,442 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $12.39万 | 0.00% | 1,129 | 41 | 3.8% | $4,501 | 加仓 |
| CSCO | CISCO SYS INC | $11.86万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $11.83万 | 0.00% | 2,616 | 420 | 19.1% | $1.90万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $11.57万 | 0.00% | 1,012 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $11.57万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $11.55万 | 0.00% | 1,691 | 61 | 3.7% | $4,166 | 加仓 |