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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 38
增持 40
减持 64
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
—
ITURAN LOCATION AND CONTROL
+$29.3M
978,673
建仓
—
TOWER SEMICONDUCTOR LTD
+$23.1M
938,766
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$11.2M
103,611
+1163%
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。
建仓
—
ODDITY TECH LTD
+$10.2M
360,550
建仓
—
SIMILARWEB LTD
+$9.0M
1,511,263
建仓
—
COGNYTE SOFTWARE LTD
+$8.9M
1,854,798
减持
VOO
VANGUARD INDEX FDS
-$8.7M
35,239
-36%
减持
—
INMODE LTD
-$8.5M
288,364
-38%
减持
PEJ
INVESCO EXCHANGE TRADED FD T
-$7.8M
1,887
-92%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$6.9M
92,265
+8884%
建仓
QQQ
INVESCO QQQ TR
+$6.3M
17,481
建仓
—
ASML HOLDING N V
+$5.6M
9,503
建仓
—
CAMTEK LTD
+$5.1M
82,104
减持
PFE
PFIZER INC
-$4.6M
863,143
-5%
建仓
—
ARBE ROBOTICS LTD
+$3.9M
1,861,324
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.9M
262,789
-1%
减持
AAPL
APPLE INC
-$3.3M
49,933
-18%
建仓
—
ENLIGHT RENEWABLE ENERGY LTD
+$3.2M
205,639
减持
PANW
PALO ALTO NETWORKS INC
-$3.2M
34,948
-21%
减持
MSFT
MICROSOFT CORP
-$2.9M
64,209
-6%
建仓
—
KORNIT DIGITAL LTD
+$2.8M
148,906
减持
AMGN
AMGEN INC
+$2.1M
47,230
-1%
减持
SNY
SANOFI
-$1.9M
271,340
-11%
建仓
—
SELINA HOSPITALITY PLC
+$1.8M
4,961,679
减持
—
DARIOHEALTH CORP
-$1.7M
1,288,518
-12%
建仓
—
ELASTIC N V
+$1.6M
20,136
增持
MDLZ
MONDELEZ INTL INC
+$1.6M
36,617
+178%
减持
EEM
ISHARES TR
-$1.6M
316
-99%
建仓
—
PERION NETWORK LTD
+$1.3M
43,978
增持
CRM
SALESFORCE INC
+$1.3M
27,215
+37%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$1.3M
1,381,550
-4%
建仓
HYG
ISHARES TR
+$1.3M
16,960
增持
J
JACOBS SOLUTIONS INC
+$1.2M
12,527
+190%
建仓
—
TABOOLA.COM LTD
+$1.1M
300,000
减持
AMZN
AMAZON COM INC
-$1.0M
77,843
-7%
减持
V
VISA INC
-$1.0M
11,886
-25%
增持
—
CYBERARK SOFTWARE LTD
+$1.0M
6,854
+582%
减持
SMH
VANECK ETF TRUST
-$884.1K
32,808
-11%
增持
—
JACOBS ENGR GROUP INC
+$873.9K
8,217
+296%
减持
POOL
POOL CORP
-$857.6K
2,584
-46%
增持
MA
MASTERCARD INCORPORATED
+$809.2K
12,939
+18%
清仓
DRS
LEONARDO DRS INC
-$737.0K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$713.0K
2,750
减持
XLK
SELECT SECTOR SPDR TR
-$696.6K
2,050
-65%
建仓
—
LINDE PLC
+$674.0K
1,810
增持
UBER
UBER TECHNOLOGIES INC
+$645.8K
67,309
+19%
减持
NEE
NEXTERA ENERGY INC
-$599.8K
16,910
-20%
建仓
—
NOVA LTD
+$551.0K
4,900
建仓
—
MONDAY COM LTD
+$526.4K
3,306
建仓
—
EXXON MOBIL CORP
+$505.6K
4,300
增持
OKTA
OKTA INC
+$444.0K
25,678
+6%
减持
ORA
ORMAT TECHNOLOGIES INC
-$442.3K
36,999
-2%
减持
PYPL
PAYPAL HLDGS INC
-$397.4K
12,377
-28%
减持
FISV
FISERV INC
-$393.6K
2,322
-55%
增持
—
WIX COM LTD
+$383.2K
4,664
+713%
减持
GOOG
ALPHABET INC
+$380.6K
81,863
-5%
减持
—
AMDOCS LTD
-$375.5K
8,025
-25%
减持
NKE
NIKE INC
-$374.0K
1,784
-64%
增持
—
POWERSCHOOL HOLDINGS INC
+$360.0K
103,221
+112%
减持
MAC
MACERICH CO
-$341.9K
80,585
-26%
增持
IVV
ISHARES TR
+$315.5K
8,000
+14%
清仓
AXON
AXON ENTERPRISE INC
-$312.2K
0
-100%
增持
KLAC
KLA CORP
+$305.0K
3,150
+34%
增持
NVDA
NVIDIA CORPORATION
+$298.8K
11,172
+4%
减持
ADBE
ADOBE INC
-$295.7K
4,932
-14%
减持
GOOGL
ALPHABET INC
+$288.7K
38,650
-3%
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$255.3K
8,500
增持
ULTA
ULTA BEAUTY INC
-$255.0K
5,985
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$254.6K
24,619
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$249.9K
16,158
-3%
减持
WDAY
WORKDAY INC
-$244.4K
5,158
-14%
增持
NICE
NICE LTD
-$244.0K
24,047
+15%
清仓
—
FORGEROCK INC
-$232.3K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$224.5K
875
-55%
建仓
—
REE AUTOMOTIVE LTD
+$223.5K
1,500,000
减持
EQIX
EQUINIX INC
-$219.8K
1,929
-7%
建仓
—
INNOVIZ TECHNOLOGIES LTD
+$212.6K
109,000
增持
SONY
SONY GROUP CORP
+$209.9K
5,882
+93%
建仓
LZ
LEGALZOOM COM INC
+$209.2K
19,119
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$206.5K
75,920
+1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$192.2K
13,096
-12%
建仓
PCTY
PAYLOCITY HLDG CORP
+$191.5K
1,054
增持
XLE
SELECT SECTOR SPDR TR
+$191.1K
15,885
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$170.4K
28,058
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$170.2K
3,641
+12%
增持
QLYS
QUALYS INC
+$169.0K
5,142
+9%
减持
—
DISCOVER FINL SVCS
-$167.0K
2,687
-22%
减持
AXP
AMERICAN EXPRESS CO
-$164.3K
2,425
-22%
增持
SPY
SPDR S&P 500 ETF TR
-$163.5K
15,574
+1%
清仓
AIOT
POWERFLEET INC
-$159.1K
0
-100%
减持
DIS
DISNEY WALT CO
-$156.4K
8,366
-10%
减持
SOXX
ISHARES TR
-$152.1K
2,759
-4%
建仓
TEAM
ATLASSIAN CORPORATION
+$151.7K
753
减持
ENPH
ENPHASE ENERGY INC
-$150.7K
2,300
-10%
建仓
DAVA
ENDAVA PLC
+$149.1K
2,600
减持
SQ
BLOCK INC
-$143.9K
4,793
-18%
减持
FSLR
FIRST SOLAR INC
-$127.3K
2,800
-8%
增持
S
SENTINELONE INC
+$124.0K
41,409
+11%
减持
WCN
WASTE CONNECTIONS INC
-$122.2K
2,570
-21%
增持
WMT
WALMART INC
+$120.4K
3,730
+23%
增持
TENB
TENABLE HLDGS INC
+$119.6K
16,195
+10%
增持
FLOT
ISHARES TR
+$119.3K
24,500
+2350%
减持
ICLN
ISHARES TR
-$119.2K
17,500
-14%
减持
IHI
ISHARES TR
-$116.9K
11,262
-4%
增持
MCD
MCDONALDS CORP
-$113.2K
4,665
+4%
增持
VRNS
VARONIS SYS INC
+$111.1K
15,356
+10%
减持
GEN
GEN DIGITAL INC
-$110.7K
74,052
-10%
建仓
CVE
CENOVUS ENERGY INC
+$104.1K
5,000
建仓
—
ELBIT SYS LTD
+$99.0K
500
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$98.0K
14,338
-9%
减持
NET
CLOUDFLARE INC
-$91.7K
24,793
-0%
减持
COF
CAPITAL ONE FINL CORP
-$90.4K
2,697
-20%
建仓
F
FORD MTR CO DEL
+$88.2K
7,100
增持
BAC
BANK AMERICA CORP
-$87.5K
74,909
+0%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$84.4K
787
-55%
增持
DOCU
DOCUSIGN INC
-$80.2K
28,342
+10%
建仓
—
KAMADA LTD
+$74.8K
14,002
建仓
PTLO
PORTILLOS INC
+$73.1K
4,750
减持
GPN
GLOBAL PMTS INC
-$71.9K
2,176
-37%
清仓
LLY
LILLY ELI & CO
-$70.3K
0
-100%
减持
ADSK
AUTODESK INC
-$67.7K
2,966
-11%
清仓
SPIB
SPDR SER TR
-$67.4K
0
-100%
增持
BXP
BOSTON PROPERTIES INC
+$65.6K
4,600
+27%
减持
FIS
FIDELITY NATL INFORMATION SV
-$65.4K
4,914
-22%
清仓
DES
WISDOMTREE TR
-$65.1K
0
-100%
增持
ABNB
AIRBNB INC
+$64.5K
4,183
+5%
增持
MCHI
ISHARES TR
+$63.1K
12,000
+18%
减持
—
AVANGRID INC
-$60.9K
4,100
-16%
减持
EW
EDWARDS LIFESCIENCES CORP
-$58.9K
1,407
-15%
建仓
AGG
ISHARES TR
+$56.4K
600
减持
SYF
SYNCHRONY FINANCIAL
-$54.5K
4,345
-24%
建仓
MAT
MATTEL INC
+$52.9K
2,400
增持
RPD
RAPID7 INC
+$50.5K
8,538
+11%
增持
TSLA
TESLA INC
-$49.3K
5,405
+1%
增持
FTNT
FORTINET INC
+$49.2K
30,766
+29%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$48.6K
365
减持
INTU
INTUIT
-$48.6K
1,685
-15%
减持
ESRT
EMPIRE ST RLTY TR INC
-$48.1K
50,000
-17%
减持
PAVE
GLOBAL X FDS
-$46.6K
35,244
-1%
增持
AZO
AUTOZONE INC
+$46.3K
30
+150%
清仓
QCOM
QUALCOMM INC
-$46.3K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$45.6K
415
-59%
建仓
FND
FLOOR & DECOR HLDGS INC
+$45.3K
500
减持
JKHY
HENRY JACK & ASSOC INC
-$45.2K
758
-22%
增持
NTR
NUTRIEN LTD
+$44.9K
2,226
+43%
建仓
—
CAESARSTONE LTD
+$44.7K
10,438
减持
SPSB
SPDR SER TR
-$41.7K
3,380
-29%
减持
NVS
NOVARTIS AG
+$41.0K
43,800
-0%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$40.6K
1,200
-8%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$40.4K
4,330
-17%
