13F 机构持仓

Y.D. More Investments Ltd

Ramat Gan L3 · SEC CIK 0001870364

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$32.77亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ENLT 14.0%
ESLT 11.2%
TSEM 7.4%
NVMI 6.6%
PANW 6.2%
SOXX 4.0%
CAMT 3.8%
ORA 3.4%
ICL 3.0%
TEVA PHARMACEU 2.7%

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
PSA PUBLIC STORAGE $11.52万0.00%362 133.7% $4,138 加仓
IHAK ISHARES TR $11.49万0.00%1,895 1508.6% $9,093 加仓
XLE SELECT SECTOR SPDR TR $11.44万0.00%2,154 00.0% — 不变
CRWV COREWEAVE INC $11.31万0.00%1,136 1,136— $11.31万 新建仓
HRL HORMEL FOODS CORP $11.24万0.00%4,528 1623.7% $4,021 加仓
EXR EXTRA SPACE STORAGE INC $11.23万0.00%773 273.6% $3,923 加仓
FITB FIFTH THIRD BANCORP $11.22万0.00%1,990 593.1% $3,326 加仓
UDR UDR INC $11.20万0.00%2,805 1003.7% $3,992 加仓
ETR ENTERGY CORP NEW $11.16万0.00%972 18623.7% $2.14万 加仓
BMY BRISTOL-MYERS SQUIBB CO $11.03万0.00%1,914 683.7% $3,918 加仓
VIS VANGUARD WORLD FD $10.81万0.00%300 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $10.72万0.00%258 -106-29.1% -$4.41万 减仓
KMI KINDER MORGAN INC DEL $10.71万0.00%3,351 1193.7% $3,804 加仓
RF REGIONS FINANCIAL CORP NEW $10.71万0.00%3,547 1023.0% $3,080 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $10.69万0.00%992 313.2% $3,341 加仓
CCI CROWN CASTLE INC $10.50万0.00%1,386 493.7% $3,711 加仓
PNW PINNACLE WEST CAP CORP $10.49万0.00%980 353.7% $3,745 加仓
ELMT ELMET GROUP CO (THE) $10.26万0.00%5,200 5,200— $10.26万 新建仓
EXPE EXPEDIA GROUP INC $10.24万0.00%400 -250-38.5% -$6.40万 减仓
ES EVERSOURCE ENERGY $10.23万0.00%1,415 503.7% $3,613 加仓
EOG EOG RES INC $10.20万0.00%786 283.7% $3,632 加仓
HBAN HUNTINGTON BANCSHARES INC $9.94万0.00%5,607 1623.0% $2,872 加仓
MTUM ISHARES TR $9.87万0.00%290 12070.6% $4.08万 加仓
COF CAPITAL ONE FINL CORP $9.85万0.00%491 10.2% $201 加仓
TMO THERMO FISHER SCIENTIFIC INC $9.78万0.00%195 00.0% — 不变
IGM ISHARES TR $9.72万0.00%594 6512.3% $1.06万 加仓
SCHW SCHWAB CHARLES CORP $9.71万0.00%1,052 -15-1.4% -$1,384 减仓
CLX CLOROX CO DEL $9.52万0.00%998 363.7% $3,436 加仓
EVRG EVERGY INC $9.45万0.00%1,093 393.7% $3,371 加仓
BLK BLACKROCK INC $9.33万0.00%97 -17-14.9% -$1.63万 减仓
GIS GENERAL MILLS INC $9.31万0.00%2,674 953.7% $3,306 加仓
VHT VANGUARD WORLD FD $9.27万0.00%310 00.0% — 不变
WMB WILLIAMS COS INC $9.07万0.00%1,220 342.9% $2,528 加仓
IYG ISHARES TR $8.99万0.00%1,000 00.0% — 不变
FE FIRSTENERGY CORP $8.92万0.00%1,876 673.7% $3,185 加仓
T AT&T INC $8.89万0.00%4,297 1533.7% $3,167 加仓
IAK ISHARES TR $8.86万0.00%630 00.0% — 不变
DTE DTE ENERGY CO $8.64万0.00%567 203.7% $3,047 加仓
EXC EXELON CORP $8.59万0.00%1,843 653.7% $3,030 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $8.59万0.00%1,058 19222.2% $1.56万 加仓
ADSK AUTODESK INC $8.55万0.00%440 -2,129-82.9% -$41.39万 重新持有
VOOV VANGUARD ADMIRAL FDS INC $8.51万0.00%388 00.0% — 不变
WCLD WISDOMTREE TR $8.50万0.00%2,651 -150-5.4% -$4,808 减仓
IHF ISHARES TR $8.24万0.00%1,490 00.0% — 不变
PGR PROGRESSIVE CORP $8.21万0.00%376 20.5% $437 加仓
IJK ISHARES TR $7.99万0.00%680 00.0% — 不变
SPGI S&P GLOBAL INC $7.94万0.00%195 00.0% — 不变
CB CHUBB LIMITED $7.91万0.00%232 00.0% — 不变
PAYX PAYCHEX INC $7.80万0.00%793 283.7% $2,753 加仓
IWM ISHARES TR $7.78万0.00%259 -191-42.4% -$5.74万 减仓
KBWB INVESCO EXCH TRADED FD TR II $7.53万0.00%810 00.0% — 不变
OMC OMNICOM GROUP INC $7.52万0.00%1,033 373.7% $2,695 加仓
IBB ISHARES TR $7.32万0.00%385 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $7.11万0.00%210 210— $7.11万 新建仓
— ELLOMAY CAPITAL LIMITED $6.92万0.00%3,651 3,651— $6.92万 新建仓
TIP ISHARES TR $6.68万0.00%610 00.0% — 不变
GPC GENUINE PARTS CO $6.56万0.00%556 203.7% $2,360 加仓
FEZ SPDR INDEX SHS FDS $6.44万0.00%940 -60-6.0% -$4,113 减仓
BNY BANK OF NY MELLON CORP $6.39万0.00%442 20.5% $289 加仓
WDC WESTERN DIGITAL CORP $6.39万0.00%100 100— $6.39万 新建仓
PNC PNC FINL SVCS GROUP INC $6.35万0.00%258 00.0% — 不变
MSTR STRATEGY INC $6.35万0.00%730 730— $6.35万 新建仓
WDAY WORKDAY INC $6.29万0.00%514 514— $6.29万 新建仓
MOAT VANECK ETF TRUST $6.13万0.00%590 -140-19.2% -$1.46万 减仓
ROKU ROKU INC $5.96万0.00%750 -7,259-90.6% -$57.64万 减仓
LPLA LPL FINL HLDGS INC $5.92万0.00%210 00.0% — 不变
EIS ISHARES INC $5.68万0.00%532 -80-13.1% -$8,543 减仓
MDB MONGODB INC $5.64万0.00%168 168— $5.64万 新建仓
IBDV ISHARES TR $5.53万0.00%2,560 -4,720-64.8% -$10.19万 减仓
XYZ BLOCK INC $5.50万0.00%724 -6-0.8% -$456 减仓
FALN ISHARES TR $5.45万0.00%2,000 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $5.34万0.00%896 12115.6% $7,209 加仓
MRSH MARSH & MCLENNAN COS INC $5.17万0.00%310 10.3% $167 加仓
CME CME GROUP INC $5.15万0.00%233 -317-57.6% -$7.00万 减仓
IEUR ISHARES TR $5.14万0.00%684 00.0% — 不变
HOOD ROBINHOOD MKTS INC $5.10万0.00%509 40.8% $401 加仓
ABBV ABBVIE INC $4.86万0.00%193 -383-66.5% -$9.64万 减仓
TEAM ATLASSIAN CORPORATION $4.81万0.00%618 528586.7% $4.11万 加仓
VRSN VERISIGN INC $4.78万0.00%190 190— $4.78万 新建仓
VTV VANGUARD INDEX FDS $4.71万0.00%216 5030.1% $1.09万 加仓
HLMN HILLMAN SOLUTIONS CORP $4.63万0.00%5,489 00.0% — 不变
GRID FIRST TR EXCHANGE-TRADED FD $4.61万0.00%303 00.0% — 不变
AON AON PLC $4.54万0.00%137 00.0% — 不变
TRV TRAVELERS COMPANIES INC $4.52万0.00%137 -1-0.7% -$330 减仓
ICE INTERCONTINENTAL EXCHANGE IN $4.48万0.00%364 10.3% $123 加仓
MCO MOODYS CORP $4.39万0.00%97 -1-1.0% -$453 减仓
URTH ISHARES INC $4.36万0.00%215 00.0% — 不变
MELI MERCADOLIBRE INC $4.24万0.00%25 -6-19.4% -$1.02万 减仓
AXON AXON ENTERPRISE INC $4.20万0.00%75 00.0% — 不变
KKR KKR & CO INC $4.08万0.00%445 71.6% $642 加仓
IAGG ISHARES TR $4.05万0.00%800 00.0% — 不变
BSV VANGUARD BD INDEX FDS $3.96万0.00%508 00.0% — 不变
ALL ALLSTATE CORP $3.95万0.00%166 00.0% — 不变
QTUM ETF SER SOLUTIONS $3.93万0.00%240 120100.0% $1.97万 加仓
NLR VANECK ETF TRUST $3.92万0.00%338 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $3.82万0.00%987 987— $3.82万 新建仓
IBDT ISHARES TR $3.82万0.00%1,513 1,013202.6% $2.56万 加仓
— SPDR SERIES TRUST $3.80万0.00%454 14747.9% $1.23万 加仓
AJG GALLAGHER ARTHUR J & CO $3.79万0.00%165 10.6% $230 加仓
IEF ISHARES TR $3.78万0.00%400 300300.0% $2.84万 加仓