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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 64
减持 65
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
CAMTEK LTD
-$38.7M
495,833
-21%
清仓
PSEC
PROSPECT CAP CORP
-$29.1M
0
-100%
增持
—
TAT TECHNOLOGIES LTD
+$23.2M
1,342,017
+1429%
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。
减持
—
NOVA LTD
-$19.5M
228,573
-21%
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$12.4M
2,586,050
+32%
增持
IEI
ISHARES TR
+$12.0M
101,050
+22356%
建仓
USHY
ISHARES TR
+$11.6M
307,063
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.3M
222,667
+112%
增持
—
ELBIT SYS LTD
+$10.2M
408,346
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.0M
110,268
-27%
增持
—
NAYAX LTD
+$6.5M
829,638
+21%
减持
—
TOWER SEMICONDUCTOR LTD
-$5.8M
679,436
-25%
增持
—
CELLEBRITE DI LTD
+$5.4M
338,750
+1068%
减持
—
SHL TELEMEDICINE LTD
-$4.5M
2,111,576
-5%
减持
GOOG
ALPHABET INC
-$4.5M
38,168
-36%
减持
NVDA
NVIDIA CORPORATION
-$4.3M
61,645
-35%
减持
QQQ
INVESCO QQQ TR
-$3.9M
19,670
-30%
减持
MSFT
MICROSOFT CORP
-$3.4M
51,824
-10%
减持
HYG
ISHARES TR
-$3.1M
48,400
-47%
减持
VOO
VANGUARD INDEX FDS
-$2.6M
33,156
-18%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.5M
37,570
+255%
减持
PANW
PALO ALTO NETWORKS INC
-$2.2M
34,677
-16%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.0M
12,470
+51%
减持
GOOGL
ALPHABET INC
-$2.0M
26,838
-24%
增持
VEEV
VEEVA SYS INC
+$1.9M
37,543
+15%
增持
—
SIMILARWEB LTD
+$1.8M
1,363,134
+4%
减持
—
ELASTIC N V
-$1.7M
26,937
-25%
增持
—
ODDITY TECH LTD
+$1.7M
622,240
+4%
减持
SMH
VANECK ETF TRUST
-$1.7M
17,441
-24%
减持
—
ICL GROUP LTD
-$1.5M
14,317,344
-2%
减持
AMZN
AMAZON COM INC
-$1.5M
69,132
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.3M
22,264
-27%
增持
—
KENON HLDGS LTD
+$1.3M
200,628
+15%
增持
AVGO
BROADCOM INC
+$1.3M
7,739
+1069%
减持
NICE
NICE LTD
-$1.2M
15,550
-32%
增持
—
JFROG LTD
+$1.2M
94,200
+136%
减持
—
ITURAN LOCATION AND CONTROL
+$1.1M
931,183
-3%
增持
—
GLOBAL E ONLINE LTD
+$1.1M
35,750
+411%
增持
SQ
BLOCK INC
+$1.1M
20,341
+381%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
3,108
+109%
减持
MU
MICRON TECHNOLOGY INC
-$1.1M
9,010
-41%
增持
—
WIX COM LTD
+$1.0M
57,962
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$1.0M
7,674
-42%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
28,473
+1%
减持
AAPL
APPLE INC
-$1.0M
41,784
-18%
增持
UBER
UBER TECHNOLOGIES INC
+$987.5K
55,578
+27%
减持
PFE
PFIZER INC
-$896.4K
25,705
-56%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$823.5K
20,868
+20%
增持
—
SAPIENS INTL CORP N V
+$750.8K
205,785
+1%
增持
OPK
OPKO HEALTH INC
+$726.6K
1,713,845
+17%
减持
ORA
ORMAT TECHNOLOGIES INC
+$711.6K
463,180
-6%
增持
—
MONDAY COM LTD
+$707.3K
14,032
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$705.2K
13,123
-0%
减持
SOXX
ISHARES TR
-$674.6K
7,688
-23%
减持
MDLZ
MONDELEZ INTL INC
-$667.3K
26,442
-34%
减持
FTNT
FORTINET INC
-$662.0K
59,993
-20%
增持
CVX
CHEVRON CORP NEW
+$643.1K
19,071
+38%
减持
ADBE
ADOBE INC
-$640.9K
5,422
-13%
增持
—
PERION NETWORK LTD
+$637.3K
354,708
+34%
增持
WMT
WALMART INC
+$633.6K
40,983
+4%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$619.8K
49,595
+7%
增持
PCTY
PAYLOCITY HLDG CORP
+$609.2K
12,363
+14%
增持
NFLX
NETFLIX INC
+$596.2K
4,179
+19%
增持
NKE
NIKE INC
+$590.5K
7,000
+1762%
减持
J
JACOBS SOLUTIONS INC
-$589.8K
11,888
-23%
增持
PAVE
GLOBAL X FDS
+$586.3K
46,168
+30%
增持
KWEB
KRANESHARES TRUST
+$581.6K
36,000
+51%
增持
TSLA
TESLA INC
+$572.2K
9,368
+1%
增持
DASH
DOORDASH INC
+$561.2K
12,141
+13%
增持
ORCL
ORACLE CORP
+$561.2K
16,640
+3%
增持
MCHI
ISHARES TR
+$512.2K
20,000
+67%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$501.3K
163,384
+10%
减持
DDOG
DATADOG INC
-$499.1K
29,820
-12%
建仓
MBLY
MOBILEYE GLOBAL INC
+$486.4K
35,500
减持
SNOW
SNOWFLAKE INC
-$476.1K
3,500
-46%
减持
BAC
BANK AMERICA CORP
-$470.0K
60,553
-16%
减持
ULTA
ULTA BEAUTY INC
-$446.2K
4,828
-20%
减持
—
JACOBS ENGR GROUP INC
-$436.5K
3,145
-48%
减持
CAT
CATERPILLAR INC
-$356.5K
5,429
-27%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$354.7K
7,120
+5833%
减持
—
ZIM INTEGRATED SHIPPING SERV
-$354.1K
17,000
-52%
增持
LQD
ISHARES TR
+$342.1K
19,414
+12%
增持
—
AUDIOCODES LTD
+$338.4K
149,114
+38%
减持
—
DARIOHEALTH CORP
-$322.9K
753,782
-23%
减持
LULU
LULULEMON ATHLETICA INC
-$321.6K
238
-82%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$305.2K
0
-100%
减持
NOW
SERVICENOW INC
+$300.8K
4,399
-5%
增持
AZO
AUTOZONE INC
+$300.3K
340
+31%
增持
EQIX
EQUINIX INC
+$293.8K
1,615
+7%
减持
META
META PLATFORMS INC
-$285.0K
32,381
-13%
减持
CRM
SALESFORCE INC
-$283.0K
18,133
-11%
减持
MCD
MCDONALDS CORP
+$272.1K
6,317
-3%
增持
WDAY
WORKDAY INC
+$267.3K
7,568
+7%
减持
MA
MASTERCARD INCORPORATED
-$260.2K
12,248
-14%
增持
IVV
ISHARES TR
+$242.2K
3,930
+6%
增持
XBI
SPDR SER TR
+$231.7K
7,600
+36%
增持
XLF
SELECT SECTOR SPDR TR
+$230.0K
15,123
+37%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$212.6K
17
-97%
减持
V
VISA INC
+$210.2K
17,097
-0%
减持
TGT
TARGET CORP
-$200.2K
1,280
-53%
增持
—
ASML HOLDING N V
-$196.4K
7,600
+19%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$192.1K
105,800
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$188.7K
12,443
+23%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$188.1K
10,926
-9%
减持
COST
COSTCO WHSL CORP NEW
-$184.8K
791
-23%
增持
ENPH
ENPHASE ENERGY INC
+$184.2K
13,540
+0%
减持
—
KAMADA LTD
+$179.3K
709,551
-2%
增持
—
CYBERARK SOFTWARE LTD
+$178.7K
6,448
+8%
减持
ZS
ZSCALER INC
-$174.1K
12,783
-9%
减持
NET
CLOUDFLARE INC
-$172.1K
32,458
-8%
清仓
—
EVERBRIDGE INC
-$163.2K
0
-100%
减持
GEN
GEN DIGITAL INC
-$160.4K
52,056
-11%
增持
—
ON HLDG AG
+$156.5K
13,530
+1%
增持
JNJ
JOHNSON & JOHNSON
+$148.7K
4,294
+15%
减持
—
NXP SEMICONDUCTORS N V
-$144.7K
350
-59%
增持
PG
PROCTER AND GAMBLE CO
+$144.1K
4,710
+16%
增持
QCOM
QUALCOMM INC
+$142.6K
11,110
+27%
减持
MMM
3M CO
-$140.6K
60
-96%
清仓
IP
INTERNATIONAL PAPER CO
-$137.6K
0
-100%
建仓
KVUE
KENVUE INC
+$130.2K
5,631
建仓
WEC
WEC ENERGY GROUP INC
+$124.8K
1,298
增持
SPIB
SPDR SER TR
+$123.5K
4,050
+913%
建仓
—
INTERPUBLIC GROUP COS INC
+$122.9K
3,884
清仓
BBY
BEST BUY INC
-$122.5K
0
-100%
减持
ABNB
AIRBNB INC
-$119.8K
3,361
-7%
清仓
—
POWERSCHOOL HOLDINGS INC
-$119.0K
0
-100%
减持
OKTA
OKTA INC
-$117.7K
14,366
-8%
增持
BXP
BXP INC
+$116.9K
5,890
+2%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$116.6K
12,815
-10%
清仓
EQR
EQUITY RESIDENTIAL
-$116.4K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$115.8K
0
-100%
建仓
HST
HOST HOTELS & RESORTS INC
+$115.4K
6,557
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$112.4K
35,005
+15%
清仓
UDR
UDR INC
-$109.4K
0
-100%
建仓
SJM
SMUCKER J M CO
+$108.5K
896
清仓
GLW
CORNING INC
-$107.3K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$106.4K
648
增持
WCN
WASTE CONNECTIONS INC
+$106.0K
2,750
+25%
清仓
KMB
KIMBERLY-CLARK CORP
-$103.7K
0
-100%
减持
DIS
DISNEY WALT CO
-$100.1K
35
-97%
建仓
EMN
EASTMAN CHEM CO
+$99.7K
891
清仓
—
SELINA HOSPITALITY PLC
-$97.1K
0
-100%
减持
DT
DYNATRACE INC
-$96.0K
25,194
-9%
减持
AEP
AMERICAN ELEC PWR CO INC
-$92.6K
152
-88%
减持
SHOP
SHOPIFY INC
-$90.0K
3,881
-26%
减持
DOCU
DOCUSIGN INC
-$89.8K
17,166
-10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$88.4K
3,335
+65%
增持
VZ
VERIZON COMMUNICATIONS INC
+$86.9K
5,409
+43%
增持
CSCO
CISCO SYS INC
+$86.3K
3,371
+72%
减持
EW
EDWARDS LIFESCIENCES CORP
-$84.0K
400
-67%
