小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Y.D. More Investments Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Y.D. More Investments Ltd
报告期 2026-03-31 · CIK 0001870364
持仓数
474
前50大市值合计
$2.36B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 46
减持 61
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$38.3M
127,538
+1216%
增持
PFE
PFIZER INC
+$23.4M
974,134
+206%
清仓
—
ITURAN LOCATION AND CONTROL
-$22.0M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
ASAN
ASANA INC
-$9.5M
0
-100%
增持
META
META PLATFORMS INC
+$8.8M
56,177
+115%
清仓
—
SIMILARWEB LTD
-$8.3M
0
-100%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$8.2M
1,498,811
+42%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.7M
256,073
+20%
清仓
—
ARBE ROBOTICS LTD
-$6.1M
0
-100%
清仓
—
ASML HOLDING N V
-$5.3M
0
-100%
增持
SMH
VANECK ETF TRUST
+$5.2M
19,855
+42145%
增持
NICE
NICE LTD
+$4.5M
20,383
+3297%
增持
PANW
PALO ALTO NETWORKS INC
+$4.2M
51,771
+18%
增持
AAPL
APPLE INC
+$4.1M
67,050
+25%
减持
GOOG
ALPHABET INC
-$3.8M
98,616
-37%
清仓
—
KORNIT DIGITAL LTD
-$3.7M
0
-100%
增持
SNY
SANOFI
+$3.2M
314,418
+10%
减持
VOO
VANGUARD INDEX FDS
-$2.5M
52,237
-17%
清仓
—
PERION NETWORK LTD
-$2.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.2M
76,366
+12%
减持
—
CREATIVE MEDIA & CMNTY TR
-$2.0M
861,988
-24%
减持
NTR
NUTRIEN LTD
-$1.7M
10,812
-69%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.7M
3,240
-71%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.6M
1,437
-97%
清仓
—
CAMTEK LTD
-$1.5M
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.5M
685
-87%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
17,300
+5142%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
20,013
+49%
减持
RH
RH
-$1.3M
386
-93%
增持
CRM
SALESFORCE INC
+$1.2M
15,307
+11%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
18,378
+1101%
建仓
GEN
GEN DIGITAL INC
+$1.1M
65,184
清仓
—
AMDOCS LTD
-$1.0M
0
-100%
清仓
—
ELASTIC N V
-$961.8K
0
-100%
清仓
SEI
SOLARIS OILFIELD INFRASTRUCT
-$896.1K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$873.0K
10,901
-26%
清仓
—
TABOOLA.COM LTD
-$861.0K
0
-100%
清仓
—
STERIS PLC
-$833.4K
0
-100%
清仓
—
LINDE PLC
-$827.7K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$673.3K
50
-91%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$671.5K
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$646.5K
0
-100%
减持
AVGO
BROADCOM INC
-$639.9K
59
-95%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$620.0K
6,459
+17%
增持
OKTA
OKTA INC
+$565.9K
21,890
+13%
增持
XSOE
WISDOMTREE TR
+$564.1K
28,000
+253%
增持
ORA
ORMAT TECHNOLOGIES INC
+$560.4K
41,802
+23%
增持
—
INMODE LTD
-$526.4K
487,021
+8%
清仓
—
REE AUTOMOTIVE LTD
-$525.0K
0
-100%
清仓
—
WIX COM LTD
-$522.7K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$516.1K
10,257
+7%
减持
AMAT
APPLIED MATLS INC
-$479.9K
100
-98%
减持
GOOGL
ALPHABET INC
-$479.4K
46,080
-23%
减持
STNE
STONECO LTD
-$467.1K
4,565
-69%
清仓
—
MONDAY COM LTD
-$459.6K
0
-100%
减持
TSLA
TESLA INC
+$458.8K
7,847
-18%
减持
MCD
MCDONALDS CORP
-$453.8K
4,065
-32%
减持
DIS
DISNEY WALT CO
-$448.6K
10,952
-38%
建仓
UBER
UBER TECHNOLOGIES INC
+$447.6K
14,120
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$441.6K
0
-100%
增持
SOXX
ISHARES TR
+$430.5K
1,606
+97%
增持
ESRT
EMPIRE ST RLTY TR INC
+$421.8K
65,025
+216650%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$406.9K
3,293
减持
QCOM
QUALCOMM INC
-$403.2K
391
-91%
减持
—
DARIOHEALTH CORP
+$391.7K
1,487,816
-2%
减持
FTNT
FORTINET INC
+$383.4K
24,145
-3%
建仓
ABNB
AIRBNB INC
+$349.9K
2,813
减持
DBX
DROPBOX INC
-$348.5K
14,716
-51%
减持
VRNS
VARONIS SYS INC
-$329.4K
12,821
-54%
减持
DRS
LEONARDO DRS INC
-$321.5K
42,500
-37%
清仓
MXI
ISHARES TR
-$317.3K
0
-100%
减持
GSK
GSK PLC
-$316.2K
7
-100%
减持
MSFT
MICROSOFT CORP
-$313.1K
80,735
-17%
增持
MA
MASTERCARD INCORPORATED
+$286.1K
11,691
+3%
减持
V
VISA INC
+$283.3K
17,477
-1%
增持
MDLZ
MONDELEZ INTL INC
+$277.7K
11,215
+49%
增持
BABA
ALIBABA GROUP HLDG LTD
+$275.8K
2,965
+872%
清仓
—
DANAOS CORPORATION
-$273.1K
0
-100%
增持
WDAY
WORKDAY INC
+$270.6K
5,988
+4%
清仓
ADI
ANALOG DEVICES INC
-$266.5K
0
-100%
减持
MAC
MACERICH CO
-$257.0K
116,035
-12%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$252.9K
17,517
+33%
清仓
CMCSA
COMCAST CORP NEW
-$248.9K
0
-100%
减持
SHEL
SHELL PLC
-$244.0K
2,900
-60%
减持
XLK
SELECT SECTOR SPDR TR
+$222.4K
11,146
-5%
增持
ADSK
AUTODESK INC
+$216.3K
2,196
+72%
减持
—
ASTRAZENECA PLC
-$213.2K
3,609
-47%
增持
IGV
ISHARES TR
+$210.5K
909
+251%
减持
—
SPLUNK INC
-$206.1K
12,407
-23%
建仓
—
JACOBS ENGR GROUP INC
+$204.0K
1,740
减持
WCN
WASTE CONNECTIONS INC
-$202.7K
4,120
-29%
清仓
DQ
DAQO NEW ENERGY CORP
-$200.7K
0
-100%
清仓
CIEN
CIENA CORP
-$197.8K
0
-100%
增持
NOW
SERVICENOW INC
+$191.2K
1,773
+9%
减持
DDOG
DATADOG INC
-$188.0K
20,896
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$187.0K
10,030
-44%
减持
FIS
FIDELITY NATL INFORMATION SV
-$185.3K
6,122
-20%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$178.5K
0
-100%
减持
WMT
WALMART INC
-$170.7K
3,993
-25%
减持
PLD
PROLOGIS INC.
-$170.0K
15
-99%
减持
SQ
BLOCK INC
-$166.9K
5,056
-38%
减持
GPN
GLOBAL PMTS INC
-$165.2K
3,458
-35%
清仓
—
EXXON MOBIL CORP
-$163.8K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$163.7K
300
减持
SOFI
SOFI TECHNOLOGIES INC
+$161.9K
115,594
-2%
减持
—
DISCOVER FINL SVCS
-$155.3K
3,606
-31%
减持
COF
CAPITAL ONE FINL CORP
-$154.9K
3,557
-34%
减持
DOCU
DOCUSIGN INC
-$153.8K
20,729
-15%
减持
MRVL
MARVELL TECHNOLOGY INC
-$151.0K
3,500
-57%
清仓
—
KNOWBE4 INC
-$150.6K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$148.8K
21,387
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$147.6K
64,092
-0%
增持
CAT
CATERPILLAR INC
+$140.5K
2,466
+40%
减持
WFC
WELLS FARGO CO NEW
-$140.1K
122
-97%
清仓
LKQ
LKQ CORP
-$134.9K
0
-100%
减持
CTRA
COTERRA ENERGY INC
-$134.8K
1,000
-85%
减持
TMUS
T-MOBILE US INC
-$130.6K
1,023
-49%
减持
POOL
POOL CORP
+$128.3K
7,852
-6%
减持
ORCL
ORACLE CORP
-$125.6K
60
-96%
建仓
SLB
SCHLUMBERGER LTD
+$122.8K
2,500
增持
CXSE
WISDOMTREE TR
+$121.3K
6,700
+111%
减持
FISV
FISERV INC
-$120.9K
6,536
-23%
减持
—
ACTIVISION BLIZZARD INC
-$119.4K
4,558
-31%
减持
SYF
SYNCHRONY FINANCIAL
-$117.9K
6,388
-31%
减持
EQIX
EQUINIX INC
+$116.5K
2,107
-0%
增持
IHI
ISHARES TR
+$115.6K
11,522
+20%
增持
PAVE
GLOBAL X FDS
+$114.7K
40,544
+4%
清仓
—
ICL GROUP LTD
-$110.0K
0
-100%
减持
JKHY
HENRY JACK & ASSOC INC
-$104.9K
1,067
-29%
增持
SBUX
STARBUCKS CORP
+$103.8K
7,100
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.4K
3,298
+11%
增持
KWEB
KRANESHARES TR
+$99.3K
33,474
+10%
增持
NFLX
NETFLIX INC
+$98.9K
330
+535%
增持
ENPH
ENPHASE ENERGY INC
+$98.2K
2,550
+55%
减持
NET
CLOUDFLARE INC
+$97.6K
22,692
-21%
减持
INTU
INTUIT
+$96.2K
2,818
-5%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$95.2K
0
-100%
清仓
—
KAMADA LTD
-$91.4K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$86.4K
3,194
-23%
清仓
MTCH
MATCH GROUP INC NEW
-$86.0K
0
-100%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$85.7K
750
+51%
减持
KIM
KIMCO RLTY CORP
-$84.3K
95
-98%
清仓
—
MOMENTIVE GLOBAL INC
-$83.0K
0
-100%
减持
EPAM
EPAM SYS INC
-$83.0K
530
-27%
减持
BXP
BOSTON PROPERTIES INC
-$80.8K
3,620
-12%
增持
VRSN
VERISIGN INC
+$79.5K
1,272
+38%
清仓
SE
SEA LTD
-$79.2K
0
-100%
增持
—
FORGEROCK INC
+$79.0K
10,221
+76%
增持
ABBV
ABBVIE INC
+$78.8K
791
+172%
增持
XAR
SPDR SER TR
+$78.3K
1,250
+102%
