Y.D. More Investments Ltd
Ramat Gan L3 · SEC CIK 0001870364
$26.06亿2026Q1 申报市值
474持仓数
63.5%前十大占比 · 第一大 17.6%
51 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 加仓+$7,782.01万
SOXX 加仓+$5,101.86万
LHX 加仓+$2,916.34万
ORA 加仓+$2,633.19万
NVMI 加仓+$2,150.36万
2026Q1 卖出最多 按季末市值估算
ZIM 减仓-$7,280.17万
ESLT 减仓-$5,608.55万
ENLT 减仓-$2,131.65万
QQQ 减仓-$2,031.00万
TSEM 减仓-$1,347.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD | $4.59亿 | 17.62% | 551,017 | -67,308 | -10.9% | -$5,608.55万 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $3.65亿 | 14.00% | 5,514,993 | -322,270 | -5.5% | -$2,131.65万 | 减仓 |
| NVMI | NOVA LTD | $1.62亿 | 6.21% | 377,579 | 50,154 | 15.3% | $2,150.36万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.58亿 | 6.08% | 930,690 | -79,156 | -7.8% | -$1,347.75万 | 减仓 |
| CAMT | CAMTEK LTD | $1.15亿 | 4.41% | 783,365 | 134,791 | 20.8% | $1,977.07万 | 加仓 |
| ICL | ICL GROUP LTD | $1.00亿 | 3.85% | 19,616,583 | 877,644 | 4.7% | $448.96万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $9,772.16万 | 3.75% | 880,430 | 237,239 | 36.9% | $2,633.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $9,030.57万 | 3.46% | 563,353 | 485,464 | 623.3% | $7,782.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,452.57万 | 2.09% | 161,403 | 28,890 | 21.8% | $975.97万 | 加仓 |
| SOXX | ISHARES TR | $5,224.05万 | 2.00% | 158,996 | 155,277 | 4,175.2% | $5,101.86万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4,872.71万 | 1.87% | 1,617,800 | 1,900 | 0.1% | $5.72万 | 加仓 |
| NYAX | NAYAX LTD | $4,838.69万 | 1.86% | 865,171 | 25,694 | 3.1% | $143.70万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $4,368.13万 | 1.68% | 891,274 | 33,000 | 3.8% | $161.73万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,902.98万 | 1.50% | 67,694 | -35,226 | -34.2% | -$2,031.00万 | 减仓 |
| AMZN | AMAZON COM INC | $3,211.94万 | 1.23% | 154,308 | 21,260 | 16.0% | $442.53万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $3,205.44万 | 1.23% | 810,001 | -90,146 | -10.0% | -$356.74万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,949.34万 | 1.13% | 85,451 | 84,495 | 8,838.4% | $2,916.34万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $2,687.37万 | 1.03% | 1,019,873 | -2,762,872 | -73.0% | -$7,280.17万 | 减仓 |
| GOOG | ALPHABET INC | $2,682.97万 | 1.03% | 93,770 | 12,271 | 15.1% | $351.10万 | 加仓 |
| — | ORMAT TECHNOLOGIES INC | $2,606.91万 | 1.00% | 20,150,000 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,568.38万 | 0.99% | 503,110 | 142,650 | 39.6% | $728.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,484.51万 | 0.95% | 41,592 | 1,131 | 2.8% | $67.56万 | 加仓 |
| META | META PLATFORMS INC | $2,132.46万 | 0.82% | 37,328 | -2,114 | -5.4% | -$120.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,045.75万 | 0.78% | 55,364 | -3,205 | -5.5% | -$118.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,864.75万 | 0.72% | 106,987 | 11,051 | 11.5% | $192.62万 | 加仓 |
| KLAC | KLA CORP | $1,779.77万 | 0.68% | 13,591 | 12,091 | 806.1% | $1,583.35万 | 加仓 |
| KEN | KENON HLDGS LTD | $1,726.22万 | 0.66% | 211,353 | -749 | -0.4% | -$6.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,683.29万 | 0.65% | 25,987 | 815 | 3.2% | $52.79万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $1,502.39万 | 0.58% | 1,854,798 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $1,358.95万 | 0.52% | 35,446 | 15,633 | 78.9% | $599.35万 | 加仓 |
| DRS | LEONARDO DRS INC | $1,326.70万 | 0.51% | 298,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,211.42万 | 0.46% | 39,140 | 7,139 | 22.3% | $220.96万 | 加仓 |
| IGV | ISHARES TR | $1,078.25万 | 0.41% | 134,760 | 130,038 | 2,753.9% | $1,040.46万 | 加仓 |
| IVV | ISHARES TR | $1,063.64万 | 0.41% | 16,287 | -2,620 | -13.9% | -$171.10万 | 减仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $1,056.02万 | 0.41% | 715,697 | 311,951 | 77.3% | $460.29万 | 加仓 |
| CAT | CATERPILLAR INC | $930.63万 | 0.36% | 13,207 | -451 | -3.3% | -$31.78万 | 减仓 |
| GOOGL | ALPHABET INC | $912.33万 | 0.35% | 31,735 | -1,020 | -3.1% | -$29.32万 | 减仓 |
| SMWB | SIMILARWEB LTD | $833.86万 | 0.32% | 1,151,298 | -20,000 | -1.7% | -$14.49万 | 减仓 |
| XAR | SPDR SERIES TRUST | $724.12万 | 0.28% | 28,910 | 3,722 | 14.8% | $93.23万 | 加仓 |
| WMT | WALMART INC | $708.27万 | 0.27% | 57,015 | 505 | 0.9% | $6.27万 | 加仓 |
| PAVE | GLOBAL X FDS | $691.46万 | 0.27% | 137,667 | -606 | -0.4% | -$3.04万 | 减仓 |
| — | ODYSIGHT AI INC | $673.40万 | 0.26% | 973,543 | -355,143 | -26.7% | -$245.65万 | 减仓 |
| — | GLOBAL X FDS | $625.62万 | 0.24% | 149,894 | 6,330 | 4.4% | $26.42万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $618.48万 | 0.24% | 18,320 | -18,528 | -50.3% | -$625.50万 | 减仓 |
| ACWI | ISHARES TR | $584.17万 | 0.22% | 42,739 | 10,110 | 31.0% | $138.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $562.78万 | 0.22% | 11,767 | -734 | -5.9% | -$35.11万 | 减仓 |
| INTC | INTEL CORP | $535.30万 | 0.21% | 121,204 | 58,204 | 92.4% | $257.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $524.90万 | 0.20% | 8,695 | 8,009 | 1,167.5% | $483.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $519.20万 | 0.20% | 17,679 | 9,711 | 121.9% | $285.20万 | 加仓 |
| V | VISA INC | $475.31万 | 0.18% | 15,733 | -2,759 | -14.9% | -$83.35万 | 减仓 |
| NET | CLOUDFLARE INC | $469.20万 | 0.18% | 22,739 | -3,268 | -12.6% | -$67.43万 | 减仓 |
| GEV | GE VERNOVA INC | $465.87万 | 0.18% | 5,337 | -1,272 | -19.2% | -$111.03万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $458.61万 | 0.18% | 19,300 | 13,300 | 221.7% | $316.03万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $452.79万 | 0.17% | 9,066 | -1,957 | -17.8% | -$97.74万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $441.55万 | 0.17% | 15,807 | -1,111 | -6.6% | -$31.03万 | 减仓 |
| ASML | ASML HLDG NV | $439.67万 | 0.17% | 3,332 | 1,123 | 50.8% | $148.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $433.08万 | 0.17% | 11,093 | -1,872 | -14.4% | -$73.08万 | 减仓 |
| WM | WASTE MGMT INC DEL | $391.03万 | 0.15% | 17,017 | -169 | -1.0% | -$3.88万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $388.65万 | 0.15% | 30,535 | 20,235 | 196.5% | $257.55万 | 加仓 |
| UNP | UNION PAC CORP | $388.10万 | 0.15% | 15,996 | -74 | -0.5% | -$1.80万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $387.54万 | 0.15% | 46,894 | -13,927 | -22.9% | -$115.10万 | 减仓 |
| DE | DEERE & CO | $379.16万 | 0.15% | 6,731 | -1,290 | -16.1% | -$72.67万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $376.00万 | 0.14% | 4,200 | -123 | -2.8% | -$11.01万 | 减仓 |
| LQD | ISHARES TR | $373.29万 | 0.14% | 34,250 | -8,614 | -20.1% | -$93.88万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $362.35万 | 0.14% | 47,579 | 47,470 | 43,550.5% | $361.52万 | 加仓 |
| BWAY | BRAINSWAY LTD | $361.49万 | 0.14% | 272,004 | 42,080 | 18.3% | $55.92万 | 加仓 |
| AAPL | APPLE INC | $348.19万 | 0.13% | 13,770 | -10,140 | -42.4% | -$256.40万 | 减仓 |
| HYG | ISHARES TR | $341.07万 | 0.13% | 42,870 | 470 | 1.1% | $3.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $330.82万 | 0.13% | 13,202 | 13,202 | — | $330.82万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $306.19万 | 0.12% | 33,044 | -14,325 | -30.2% | -$132.74万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $299.62万 | 0.11% | 14,023 | 0 | 0.0% | — | 不变 |
| — | ARBE ROBOTICS LTD | $295.56万 | 0.11% | 2,844,422 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $283.46万 | 0.11% | 5,163 | -51 | -1.0% | -$2.80万 | 减仓 |
| NFLX | NETFLIX INC. | $280.59万 | 0.11% | 29,205 | -5,833 | -16.6% | -$56.04万 | 减仓 |
| CSX | CSX CORP | $263.40万 | 0.10% | 64,165 | -944 | -1.4% | -$3.88万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $258.86万 | 0.10% | 9,945 | -198 | -2.0% | -$5.15万 | 减仓 |
| CMI | CUMMINS INC | $256.53万 | 0.10% | 4,768 | -58 | -1.2% | -$3.12万 | 减仓 |
| EMR | EMERSON ELEC CO | $254.07万 | 0.10% | 19,392 | -251 | -1.3% | -$3.29万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $247.11万 | 0.09% | 50,160 | 305 | 0.6% | $1.50万 | 加仓 |
| FTNT | FORTINET INC | $238.65万 | 0.09% | 29,203 | -29,432 | -50.2% | -$240.52万 | 减仓 |
| TSLA | TESLA INC | $234.96万 | 0.09% | 6,417 | -3,291 | -33.9% | -$120.50万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $233.39万 | 0.09% | 10,656 | -168 | -1.6% | -$3.68万 | 减仓 |
| DDOG | DATADOG INC | $229.82万 | 0.09% | 19,468 | -3,135 | -13.9% | -$37.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $228.73万 | 0.09% | 11,007 | -130 | -1.2% | -$2.70万 | 减仓 |
| ONON | ON HLDG AG | $228.10万 | 0.09% | 67,050 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $222.40万 | 0.09% | 7,749 | -97 | -1.2% | -$2.78万 | 减仓 |
| PCAR | PACCAR INC | $209.59万 | 0.08% | 18,146 | -218 | -1.2% | -$2.52万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $193.96万 | 0.07% | 4,000 | -1,757 | -30.5% | -$85.20万 | 减仓 |
| ZS | ZSCALER INC | $186.29万 | 0.07% | 13,279 | -381 | -2.8% | -$5.35万 | 减仓 |
| FAST | FASTENAL CO | $183.86万 | 0.07% | 39,624 | -517 | -1.3% | -$2.40万 | 减仓 |
| TJX | TJX COS INC NEW | $180.06万 | 0.07% | 11,275 | 900 | 8.7% | $14.37万 | 加仓 |
| GWW | WW GRAINGER INC | $178.35万 | 0.07% | 1,635 | -28 | -1.7% | -$3.05万 | 减仓 |
| VEEV | VEEVA SYS INC | $177.61万 | 0.07% | 10,111 | -4,305 | -29.9% | -$75.62万 | 减仓 |
| — | G WILLI FOOD INTL LTD | $175.14万 | 0.07% | 68,750 | 66,583 | 3,072.6% | $169.62万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $172.49万 | 0.07% | 3,300 | -968 | -22.7% | -$50.60万 | 减仓 |
| AME | AMETEK INC | $169.37万 | 0.06% | 7,901 | -148 | -1.8% | -$3.17万 | 减仓 |
| NOW | SERVICENOW INC | $167.28万 | 0.06% | 16,000 | -1,750 | -9.9% | -$18.30万 | 减仓 |
| USHY | ISHARES TR | $165.51万 | 0.06% | 44,927 | -13,226 | -22.7% | -$48.72万 | 减仓 |
| EWJ | ISHARES INC | $164.68万 | 0.06% | 19,503 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $162.32万 | 0.06% | 28,827 | -621 | -2.1% | -$3.50万 | 减仓 |