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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 67
减持 62
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
—
TOWER SEMICONDUCTOR LTD
-$22.8M
9,110
-99%
减持
SNY
SANOFI
-$13.9M
12,710
-95%
清仓
AMGN
AMGEN INC
-$12.7M
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。
增持
—
ODDITY TECH LTD
+$8.4M
399,550
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
25,345
+63%
减持
—
INMODE LTD
-$4.6M
190,051
-34%
增持
HYG
ISHARES TR
+$4.3M
71,358
+321%
减持
PFE
PFIZER INC
-$4.3M
846,615
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.0M
257,570
-2%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$3.8M
102,513
-1%
增持
QQQ
INVESCO QQQ TR
+$3.8M
24,516
+40%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
40,107
+14%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$3.5M
1,254,591
-9%
减持
—
ENLIGHT RENEWABLE ENERGY LTD
-$3.2M
2,060
-99%
增持
PANW
PALO ALTO NETWORKS INC
+$3.1M
38,312
+10%
建仓
VEEV
VEEVA SYS INC
+$2.7M
13,789
减持
—
ITURAN LOCATION AND CONTROL
-$2.6M
978,198
-0%
增持
AMZN
AMAZON COM INC
+$2.6M
81,990
+5%
减持
MSFT
MICROSOFT CORP
+$2.5M
60,519
-6%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$2.3M
28,175
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
32,389
+32%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.6M
17,575
+9%
增持
ENPH
ENPHASE ENERGY INC
+$1.6M
14,260
+520%
清仓
—
SEAGEN INC
-$1.6M
0
-100%
减持
—
SELINA HOSPITALITY PLC
-$1.5M
1,350,001
-73%
增持
CVX
CHEVRON CORP NEW
+$1.5M
10,195
+4972%
减持
NVS
NOVARTIS AG
-$1.4M
30,070
-31%
增持
FTNT
FORTINET INC
+$1.4M
61,964
+101%
增持
DDOG
DATADOG INC
+$1.4M
27,535
+47%
增持
ULTA
ULTA BEAUTY INC
+$1.4M
7,685
+28%
减持
CRM
SALESFORCE INC
+$1.4M
26,189
-4%
减持
META
META PLATFORMS INC
+$1.3M
37,387
-6%
增持
ORA
ORMAT TECHNOLOGIES INC
+$1.3M
51,599
+39%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
12,392
+11%
增持
AAPL
APPLE INC
+$1.2M
50,533
+1%
减持
OKTA
OKTA INC
-$1.2M
13,181
-49%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.0M
98,955
+7%
增持
ZS
ZSCALER INC
+$1.0M
11,816
+16%
增持
IVV
ISHARES TR
+$1.0M
9,300
+16%
增持
BAC
BANK AMERICA CORP
+$885.9K
87,228
+16%
增持
—
NOVA LTD
+$864.2K
10,300
+110%
增持
NICE
NICE LTD
+$851.1K
24,756
+3%
减持
LNG
CHENIERE ENERGY INC
-$839.0K
500
-91%
减持
—
ASML HOLDING N V
+$810.9K
8,462
-11%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$790.7K
35,697
+27%
减持
UBER
UBER TECHNOLOGIES INC
+$744.1K
62,362
-7%
增持
ADBE
ADOBE INC
+$730.1K
5,439
+10%
增持
NET
CLOUDFLARE INC
+$723.0K
28,981
+17%
增持
GPN
GLOBAL PMTS INC
+$656.0K
7,423
+241%
增持
V
VISA INC
+$644.1K
12,975
+9%
减持
DIS
DISNEY WALT CO
-$635.5K
468
-94%
减持
—
CYBERARK SOFTWARE LTD
-$614.2K
2,737
-60%
减持
SMH
VANECK ETF TRUST
+$612.9K
30,705
-6%
增持
PCTY
PAYLOCITY HLDG CORP
+$604.7K
4,830
+358%
增持
MA
MASTERCARD INCORPORATED
+$597.0K
13,410
+4%
增持
NFLX
NETFLIX INC
+$555.8K
1,638
+156%
建仓
TLT
ISHARES TR
+$543.8K
5,500
增持
—
SPLUNK INC
+$540.0K
13,431
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$493.6K
4,960
+36%
增持
XBI
SPDR SER TR
+$492.7K
5,600
+5500%
增持
ESRT
EMPIRE ST RLTY TR INC
+$483.7K
91,400
+83%
建仓
BB
BLACKBERRY LTD
+$463.0K
46,116
减持
XLE
SELECT SECTOR SPDR TR
-$458.1K
11,662
-27%
减持
DOCU
DOCUSIGN INC
-$435.7K
16,178
-43%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$402.4K
2,500
减持
TENB
TENABLE HLDGS INC
-$376.9K
9,272
-43%
增持
MAC
MACERICH CO
+$375.8K
81,330
+1%
减持
PAVE
GLOBAL X FDS
-$362.9K
20,544
-42%
减持
JPM
JPMORGAN CHASE & CO
+$349.1K
14,281
-0%
减持
PYPL
PAYPAL HLDGS INC
-$333.8K
6,906
-44%
减持
KWEB
KRANESHARES TR
-$332.8K
23,970
-33%
减持
GOOG
ALPHABET INC
+$327.6K
78,915
-4%
建仓
ARKK
ARK ETF TR
+$324.7K
6,200
增持
NOW
SERVICENOW INC
+$314.4K
1,828
+5%
增持
SOXX
ISHARES TR
+$307.7K
2,802
+2%
增持
SOFI
SOFI TECHNOLOGIES INC
+$307.0K
80,807
+30%
建仓
QCOM
QUALCOMM INC
+$297.9K
2,060
减持
GOOGL
ALPHABET INC
+$285.4K
38,250
-1%
清仓
COF
CAPITAL ONE FINL CORP
-$276.7K
0
-100%
增持
—
MONDAY COM LTD
+$263.9K
4,208
+27%
减持
GEN
GEN DIGITAL INC
-$261.7K
51,740
-30%
减持
PAYC
PAYCOM SOFTWARE INC
-$256.6K
2,208
-20%
增持
MDLZ
MONDELEZ INTL INC
+$248.6K
38,519
+5%
减持
NEE
NEXTERA ENERGY INC
-$237.2K
12,044
-29%
减持
—
DISCOVER FINL SVCS
-$227.4K
90
-97%
减持
AXP
AMERICAN EXPRESS CO
-$226.3K
820
-66%
增持
SBUX
STARBUCKS CORP
+$223.3K
6,348
+50%
减持
QLYS
QUALYS INC
-$215.3K
2,987
-42%
增持
MCD
MCDONALDS CORP
+$204.8K
4,836
+4%
减持
VRNS
VARONIS SYS INC
-$204.6K
6,420
-58%
减持
DT
DYNATRACE INC
-$190.5K
23,647
-25%
减持
—
CAMTEK LTD
+$181.3K
76,292
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$177.2K
2,072
+14%
减持
TTD
THE TRADE DESK INC
-$175.9K
2,000
-51%
增持
IHI
ISHARES TR
+$175.3K
13,372
+19%
减持
EQIX
EQUINIX INC
-$170.4K
1,528
-21%
减持
NABL
N-ABLE INC
-$167.7K
14,550
-43%
减持
POOL
POOL CORP
-$155.1K
1,919
-26%
减持
KLAC
KLA CORP
+$153.8K
2,750
-13%
增持
LQD
ISHARES TR
+$145.4K
15,929
+0%
建仓
SHOP
SHOPIFY INC
+$144.9K
4,676
增持
BXP
BOSTON PROPERTIES INC
+$141.1K
5,910
+28%
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$140.8K
14,000
+65%
清仓
SYF
SYNCHRONY FINANCIAL
-$139.6K
0
-100%
增持
J
JACOBS SOLUTIONS INC
+$137.0K
14,229
+14%
增持
HD
HOME DEPOT INC
+$135.8K
766
+79%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$131.3K
12,085
-16%
增持
XLK
SELECT SECTOR SPDR TR
+$130.1K
2,422
+18%
清仓
—
ACTIVISION BLIZZARD INC
-$129.6K
0
-100%
增持
CAT
CATERPILLAR INC
+$127.5K
3,089
+7%
增持
SQ
BLOCK INC
+$126.8K
5,385
+12%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$124.5K
10,679
-18%
减持
RPD
RAPID7 INC
-$122.0K
4,891
-43%
减持
S
SENTINELONE INC
-$121.9K
22,961
-45%
增持
MU
MICRON TECHNOLOGY INC
+$120.3K
3,140
+45%
清仓
JKHY
HENRY JACK & ASSOC INC
-$117.6K
0
-100%
增持
TJX
TJX COS INC NEW
+$114.4K
3,020
+59%
减持
RRX
REGAL REXNORD CORPORATION
-$110.7K
2,100
-29%
减持
FSLR
FIRST SOLAR INC
-$107.9K
2,000
-29%
减持
GM
GENERAL MTRS CO
-$106.9K
19,650
-20%
清仓
CVE
CENOVUS ENERGY INC
-$104.1K
0
-100%
增持
WMT
WALMART INC
+$103.4K
4,440
+19%
增持
—
KAMADA LTD
+$102.7K
29,002
+107%
增持
FISV
FISERV INC
+$102.1K
2,743
+18%
建仓
SPIB
SPDR SER TR
+$101.3K
3,115
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$98.2K
775
增持
MPT
MEDICAL PPTYS TRUST INC
+$95.5K
20,000
+3900%
增持
COST
COSTCO WHSL CORP NEW
+$92.9K
911
+1%
增持
—
POWERSCHOOL HOLDINGS INC
+$92.4K
108,384
+5%
减持
—
KORNIT DIGITAL LTD
-$87.3K
142,406
-4%
减持
WDAY
WORKDAY INC
+$86.6K
4,328
-16%
减持
—
WIX COM LTD
+$84.1K
4,164
-11%
减持
ABNB
AIRBNB INC
-$83.7K
3,601
-14%
增持
—
EXXON MOBIL CORP
+$74.3K
5,800
+35%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$73.7K
0
-100%
增持
—
ELBIT SYS LTD
+$71.6K
800
+60%
减持
SHEL
SHELL PLC
-$69.7K
800
-58%
减持
MMM
3M CO
-$67.0K
257
-75%
增持
FIS
FIDELITY NATL INFORMATION SV
+$64.2K
5,863
+19%
减持
ICLN
ISHARES TR
-$61.1K
12,500
-29%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$59.7K
391
+34%
建仓
FBYDW
FALCONS BEYOND GLOBAL INC
+$56.3K
75,000
建仓
SNOW
SNOWFLAKE INC
+$54.9K
1,000
增持
—
JACOBS ENGR GROUP INC
+$53.8K
9,056
+10%
清仓
MAT
MATTEL INC
-$52.9K
0
-100%
减持
AFRM
AFFIRM HLDGS INC
+$52.8K
3,105
-0%
增持
HON
HONEYWELL INTL INC
+$51.5K
654
+41%
减持
IGV
ISHARES TR
+$50.7K
901
-2%
减持
RH
RH
-$49.0K
144
-58%
减持
WCN
WASTE CONNECTIONS INC
-$46.6K
2,000
-22%
