13F 机构持仓

Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.

TEL-AVIV L3 · SEC CIK 0001894044

2026Q22026Q1 更早 9 个季度 🔒
$5,384.44万2026Q1 申报市值
26持仓数
66.6%前十大占比 · 第一大 12.5%
5 / 1新建仓 / 清仓
申报市值走势$1.44亿2026Q2
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

QQQ 12.5%
SMH 9.4%
TSEM 9.1%
PAVE 5.9%
GOOG 5.9%
BWXT 5.8%
MCHI 5.6%
PWR 4.3%
GS 4.3%
DK 3.8%

2026Q1 买入最多 按季末市值估算

BWXT 新建仓+$310.93万
MCHI 新建仓+$303.14万
SMH 加仓+$236.98万
DK 新建仓+$203.09万
SEDG 新建仓+$200.10万

2026Q1 卖出最多 按季末市值估算

SPY 减仓-$414.34万
JPM 清仓-$165.04万
QQQ 减仓-$94.31万

2026Q1 持仓明细 点表头排序

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
QQQ INVESCO QQQ TR $671.95万12.48%11,642 -1,634-12.3% -$94.31万 减仓
SMH VANECK ETF TRUST $506.20万9.40%13,203 6,18188.0% $236.98万 加仓
TSEM TOWER SEMICONDUCTOR LTD $488.85万9.08%27,858 00.0% — 不变
PAVE GLOBAL X FDS $319.29万5.93%62,840 15,73033.4% $79.92万 加仓
GOOG LPHABET INC $316.78万5.88%11,043 00.0% — 不变
BWXT BWX TECHNOLOGIES INC $310.93万5.77%15,205 15,205— $310.93万 新建仓
MCHI ISHARES TR $303.14万5.63%53,959 53,959— $303.14万 新建仓
PWR QUANTA SVCS INC $232.67万4.32%4,238 00.0% — 不变
GS OLDMAN SACHS GROUP INC $232.06万4.31%2,743 84144.2% $71.15万 加仓
DK DELEK US HLDGS INC NEW $203.09万3.77%45,061 45,061— $203.09万 新建仓
SEDG SOLAREDGE TECHNOLOGIES INC $200.10万3.72%39,197 39,197— $200.10万 新建仓
META META PLATFORMS INC $179.19万3.33%3,132 2,218242.7% $126.90万 加仓
ICL ICL GROUP LTD $167.56万3.11%327,570 00.0% — 不变
KKR KKR & CO INC $154.08万2.86%16,657 6,88370.4% $63.67万 加仓
XME SPDR SERIES TRUST $153.37万2.85%14,200 00.0% — 不变
XBI SPDR SERIES TRUST $138.80万2.58%10,867 00.0% — 不变
EPI WISDOMTREE TR $134.95万2.51%33,076 00.0% — 不变
BA BOEING CO $104.63万1.94%5,257 5,257— $104.63万 新建仓
NVDA NVIDIA CORPORATION $86.89万1.61%4,982 00.0% — 不变
SPY TATE STR SPDR S&P 500 ETF T $84.46万1.57%1,296 -6,358-83.1% -$414.34万 减仓
V VISA INC $82.21万1.53%2,720 00.0% — 不变
UBER BER TECHNOLOGIES INC $75.12万1.40%10,444 00.0% — 不变
AVGO BROADCOM INC $62.89万1.17%2,032 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $62.21万1.16%3,058 00.0% — 不变
NKE NIKE INC $61.81万1.15%11,612 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $51.19万0.95%4,080 00.0% — 不变
JPM JPMORGAN CHASE & CO. $00.00%0 -5,122-100.0% -$165.04万 清仓