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 |
|---|---|---|---|---|---|---|---|---|
| PPA | INVESCO EXCHANGE TRADED FD T | $3.62万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $3.51万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $3.48万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.46万 | 0.00% | 295 | -3 | -1.0% | -$352 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $3.45万 | 0.00% | 690 | 690 | — | $3.45万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3.23万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.22万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.10万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $3.07万 | 0.00% | 312 | -34 | -9.8% | -$3,345 | 减仓 |
| STT | STATE STR CORP | $3.02万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.94万 | 0.00% | 348 | -4 | -1.1% | -$338 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2.85万 | 0.00% | 217 | -16,771 | -98.7% | -$220.42万 | 重新持有 |
| PTC | PTC INC | $2.74万 | 0.00% | 241 | 241 | — | $2.74万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $2.66万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2.65万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $2.63万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2.58万 | 0.00% | 216 | 216 | — | $2.58万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $2.57万 | 0.00% | 88 | -4,147 | -97.9% | -$121.28万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $2.54万 | 0.00% | 341 | -2 | -0.6% | -$149 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.54万 | 0.00% | 750 | -372 | -33.2% | -$1.26万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.50万 | 0.00% | 287 | 3 | 1.1% | $261 | 加仓 |
| TTD | THE TRADE DESK INC | $2.49万 | 0.00% | 1,379 | 979 | 244.7% | $1.77万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2.45万 | 0.00% | 568 | -20 | -3.4% | -$864 | 减仓 |
| IWF | ISHARES TR | $2.38万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $2.34万 | 0.00% | 276 | 276 | — | $2.34万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.33万 | 0.00% | 176 | -2 | -1.1% | -$265 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.24万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $2.24万 | 0.00% | 94 | -3 | -3.1% | -$714 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $2.17万 | 0.00% | 224 | -4 | -1.8% | -$388 | 减仓 |
| DAC | DANAOS CORPORATION | $2.14万 | 0.00% | 250 | 250 | — | $2.14万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $2.09万 | 0.00% | 143 | 1 | 0.7% | $146 | 加仓 |
| NTRS | NORTHERN TR CORP | $2.07万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.92万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $1.92万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.92万 | 0.00% | 199 | -1,400 | -87.6% | -$13.48万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $1.91万 | 0.00% | 272 | 1 | 0.4% | $70 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $1.80万 | 0.00% | 405 | 405 | — | $1.80万 | 新建仓 |
| MUB | ISHARES TR | $1.72万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $1.70万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1.70万 | 0.00% | 46 | 46 | — | $1.70万 | 新建仓 |
| FISV | FISERV INC | $1.68万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1.67万 | 0.00% | 75 | -200 | -72.7% | -$4.44万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $1.65万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.64万 | 0.00% | 216 | -6 | -2.7% | -$456 | 减仓 |
| SHY | ISHARES TR | $1.64万 | 0.00% | 200 | -200 | -50.0% | -$1.64万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.63万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.59万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $1.57万 | 0.00% | 150 | -438 | -74.5% | -$4.60万 | 减仓 |
| QLTA | ISHARES TR | $1.56万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $1.55万 | 0.00% | 114 | -101 | -47.0% | -$1.37万 | 减仓 |
| MRK | MERCK & CO INC | $1.55万 | 0.00% | 245 | -24 | -8.9% | -$1,516 | 减仓 |
| DGRO | ISHARES TR | $1.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.51万 | 0.00% | 136 | 136 | — | $1.51万 | 新建仓 |
| CPAY | CORPAY INC | $1.40万 | 0.00% | 42 | -3 | -6.7% | -$1,000 | 减仓 |
| QUAL | ISHARES TR | $1.39万 | 0.00% | 64 | 32 | 100.0% | $6,964 | 加仓 |
| KEY | KEYCORP | $1.37万 | 0.00% | 593 | -5 | -0.8% | -$115 | 减仓 |
| RUN | SUNRUN INC | $1.34万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $1.33万 | 0.00% | 189 | -1 | -0.5% | -$71 | 减仓 |
| UPST | UPSTART HLDGS INC | $1.31万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $1.29万 | 0.00% | 333 | 2 | 0.6% | $78 | 加仓 |
| EWG | ISHARES INC | $1.24万 | 0.00% | 302 | 151 | 100.0% | $6,188 | 加仓 |
| L | LOEWS CORP | $1.23万 | 0.00% | 109 | 1 | 0.9% | $113 | 加仓 |
| BRO | BROWN & BROWN INC | $1.21万 | 0.00% | 188 | 1 | 0.5% | $64 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1.20万 | 0.00% | 500 | 500 | — | $1.20万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.18万 | 0.00% | 240 | -146 | -37.8% | -$7,195 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $1.09万 | 0.00% | 150 | -2 | -1.3% | -$145 | 减仓 |
| VEEV | VEEVA SYS INC | $1.06万 | 0.00% | 60 | -10,051 | -99.4% | -$178.37万 | 减仓 |
| MINT | PIMCO ETF TR | $9,980 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $9,343 | 0.00% | 25 | -41 | -62.1% | -$1.53万 | 减仓 |
| CCJ | CAMECO CORP | $9,167 | 0.00% | 90 | 90 | — | $9,167 | 新建仓 |
| GTLB | GITLAB INC | $9,159 | 0.00% | 300 | 300 | — | $9,159 | 新建仓 |
| GL | GLOBE LIFE INC | $8,934 | 0.00% | 50 | -1 | -2.0% | -$179 | 减仓 |
| EG | EVEREST GROUP LTD | $8,931 | 0.00% | 25 | -1 | -3.8% | -$357 | 减仓 |
| TMUS | T-MOBILE US INC | $8,722 | 0.00% | 52 | -17 | -24.6% | -$2,851 | 减仓 |
| AIZ | ASSURANT INC | $8,593 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $8,296 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $7,958 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $7,521 | 0.00% | 285 | 285 | — | $7,521 | 新建仓 |
| SYM | SYMBOTIC INC | $7,507 | 0.00% | 167 | 167 | — | $7,507 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $6,875 | 0.00% | 38 | -60 | -61.2% | -$1.09万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $6,336 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $6,261 | 0.00% | 33 | -51 | -60.7% | -$9,676 | 减仓 |
| IXC | ISHARES TR | $5,650 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $5,292 | 0.00% | 23 | -1 | -4.2% | -$230 | 减仓 |
| NEM | NEWMONT CORP | $4,857 | 0.00% | 52 | 18 | 52.9% | $1,681 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $4,853 | 0.00% | 750 | 750 | — | $4,853 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $4,132 | 0.00% | 12 | 4 | 50.0% | $1,377 | 加仓 |
| BA | BOEING CO | $4,113 | 0.00% | 19 | -30 | -61.2% | -$6,494 | 减仓 |
| ECL | ECOLAB INC | $3,901 | 0.00% | 14 | 5 | 55.6% | $1,393 | 加仓 |
| WELL | WELLTOWER INC | $3,858 | 0.00% | 17 | -5 | -22.7% | -$1,135 | 减仓 |
| ERIE | ERIE INDTY CO | $3,836 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $3,263 | 0.00% | 158 | -178 | -53.0% | -$3,676 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,225 | 0.00% | 11 | 4 | 57.1% | $1,173 | 加仓 |
| PLD | PROLOGIS INC. | $3,116 | 0.00% | 23 | -7 | -23.3% | -$948 | 减仓 |
| COP | CONOCOPHILLIPS | $3,015 | 0.00% | 29 | -9 | -23.7% | -$936 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $2,450 | 0.00% | 100 | 100 | — | $2,450 | 新建仓 |
| PEP | PEPSICO INC | $2,031 | 0.00% | 15 | 15 | — | $2,031 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $1,799 | 0.00% | 11 | -4 | -26.7% | -$654 | 减仓 |