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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 65
减持 68
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
—
ELBIT SYS LTD
+$36.0M
449,747
+10%
增持
—
ICL GROUP LTD
+$20.1M
16,479,059
+15%
增持
—
TOWER SEMICONDUCTOR LTD
+$14.7M
866,539
+28%
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
—
NAYAX LTD
+$13.4M
1,183,988
+43%
增持
—
NOVA LTD
+$10.4M
296,307
+30%
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$9.4M
3,068,179
+19%
增持
—
SIMILARWEB LTD
+$8.5M
1,449,634
+6%
减持
—
TAT TECHNOLOGIES LTD
+$6.9M
1,213,859
-10%
增持
—
WIX COM LTD
+$4.5M
66,167
+14%
增持
AMZN
AMAZON COM INC
+$4.4M
78,679
+14%
减持
—
ITURAN LOCATION AND CONTROL
+$4.2M
929,183
-0%
减持
—
ASML HOLDING N V
-$4.1M
3,206
-58%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.0M
281,851
+27%
增持
USHY
ISHARES TR
+$3.9M
420,123
+37%
减持
AAPL
APPLE INC
-$3.5M
25,089
-40%
增持
—
CAMTEK LTD
+$2.9M
525,413
+6%
增持
GOOG
ALPHABET INC
+$2.9M
48,583
+27%
增持
QQQ
INVESCO QQQ TR
+$2.9M
24,350
+24%
增持
XLF
SELECT SECTOR SPDR TR
+$2.4M
64,247
+325%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$2.2M
12,720
-66%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.9M
15,160
-32%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
105,533
-4%
建仓
XOP
SPDR SER TR
+$1.6M
12,000
增持
IEI
ISHARES TR
+$1.5M
117,270
+16%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
13,523
+187%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
20,743
+67%
增持
CRM
SALESFORCE INC
+$1.4M
18,983
+5%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.4M
13,305
+7%
增持
—
SAPIENS INTL CORP N V
-$1.3M
234,297
+14%
减持
—
MONDAY COM LTD
-$1.3M
10,957
-22%
减持
FTNT
FORTINET INC
+$1.3M
54,417
-9%
减持
—
AUDIOCODES LTD
-$1.2M
21,545
-86%
增持
—
KENON HLDGS LTD
+$1.2M
206,333
+3%
减持
—
SHL TELEMEDICINE LTD
-$1.2M
1,962,525
-7%
减持
BAC
BANK AMERICA CORP
-$1.2M
27,525
-55%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
1,312
-58%
增持
TSLA
TESLA INC
+$1.1M
9,713
+4%
增持
V
VISA INC
+$1.1M
18,377
+7%
增持
MBLY
MOBILEYE GLOBAL INC
+$1.1M
77,150
+117%
减持
UBER
UBER TECHNOLOGIES INC
-$1.0M
53,034
-5%
减持
—
CELLEBRITE DI LTD
+$942.6K
301,734
-11%
减持
ENPH
ENPHASE ENERGY INC
-$906.0K
9,090
-33%
减持
NVDA
NVIDIA CORPORATION
-$860.7K
49,309
-20%
建仓
LRCX
LAM RESEARCH CORP
+$855.9K
11,850
增持
WMT
WALMART INC
+$816.1K
45,661
+11%
减持
—
KAMADA LTD
-$797.4K
498,922
-30%
减持
QCOM
QUALCOMM INC
-$794.1K
7,110
-36%
增持
AVGO
BROADCOM INC
+$712.5K
13,064
+69%
减持
ADBE
ADOBE INC
-$709.3K
4,718
-13%
减持
NFLX
NETFLIX INC
+$704.6K
4,111
-2%
减持
NET
CLOUDFLARE INC
+$702.3K
32,021
-1%
清仓
MKL
MARKEL GROUP INC
-$690.2K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$685.6K
68,898
+99%
增持
JPM
JPMORGAN CHASE & CO.
+$682.9K
9,600
+25%
增持
PCTY
PAYLOCITY HLDG CORP
+$675.9K
13,613
+10%
增持
SQ
BLOCK INC
+$612.1K
23,165
+14%
减持
NOW
SERVICENOW INC
+$596.5K
4,274
-3%
增持
MA
MASTERCARD INCORPORATED
+$594.3K
12,617
+3%
减持
DOCU
DOCUSIGN INC
+$566.5K
16,666
-3%
增持
—
ON HLDG AG
+$562.6K
22,660
+67%
增持
—
ELASTIC N V
+$535.4K
29,597
+10%
增持
—
PERION NETWORK LTD
+$517.6K
391,332
+10%
减持
OPK
OPKO HEALTH INC
-$507.6K
1,395,768
-19%
增持
—
CYBERARK SOFTWARE LTD
+$505.4K
6,936
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$491.9K
28,543
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$479.4K
12,290
-6%
减持
MDLZ
MONDELEZ INTL INC
-$470.0K
24,763
-6%
减持
MAC
MACERICH CO
-$460.6K
42,880
-41%
减持
ULTA
ULTA BEAUTY INC
-$457.3K
3,268
-32%
减持
MSFT
MICROSOFT CORP
-$441.3K
51,818
-0%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$436.2K
0
-100%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$426.6K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$425.3K
5,978
-34%
减持
NICE
NICE LTD
-$374.6K
13,695
-12%
增持
ORA
ORMAT TECHNOLOGIES INC
+$374.5K
524,416
+13%
增持
POOL
POOL CORP
+$362.8K
1,230
+720%
增持
PAVE
GLOBAL X FDS
+$358.9K
55,887
+21%
增持
KWEB
KRANESHARES TRUST
+$354.2K
54,000
+50%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$338.3K
450
-94%
清仓
—
LAM RESEARCH CORP
-$318.3K
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$312.8K
10,540
-4%
减持
GOOGL
ALPHABET INC
+$309.4K
25,148
-6%
减持
KLAC
KLA CORP
-$298.5K
1,750
-3%
减持
VEEV
VEEVA SYS INC
-$294.8K
36,073
-4%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$268.8K
98,700
-7%
减持
—
JFROG LTD
-$259.2K
84,200
-11%
减持
SOXX
ISHARES TR
-$231.4K
7,153
-7%
减持
OKTA
OKTA INC
-$230.9K
14,136
-2%
减持
SMH
VANECK ETF TRUST
-$221.6K
16,762
-4%
增持
—
CREATIVE MEDIA & CMNTY TR
-$218.0K
848,878
+2%
减持
DDOG
DATADOG INC
-$212.4K
25,856
-13%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$211.8K
53,679
+8%
减持
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$210.9K
142,839
-13%
减持
ZS
ZSCALER INC
-$207.9K
12,782
-0%
减持
VOO
VANGUARD INDEX FDS
+$201.5K
32,780
-1%
增持
SPGI
S&P GLOBAL INC
+$194.9K
392
+91%
建仓
—
TASEKO MINES LTD
+$194.7K
100,000
减持
DT
DYNATRACE INC
+$192.7K
24,623
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$189.3K
14,127
+22%
增持
WFC
WELLS FARGO CO NEW
+$182.2K
4,413
+95%
减持
EQIX
EQUINIX INC
-$176.3K
1,333
-17%
减持
PAYO
PAYONEER GLOBAL INC
-$175.4K
1,921
-93%
减持
CAT
CATERPILLAR INC
-$163.4K
5,400
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$151.9K
134
+10%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$147.4K
31,005
-11%
建仓
CVS
CVS HEALTH CORP
+$143.6K
3,200
减持
META
META PLATFORMS INC
-$143.1K
31,389
-3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$142.9K
7,807
+31%
建仓
AMTM
AMENTUM HOLDINGS INC
+$142.7K
6,790
增持
PFE
PFIZER INC
+$139.7K
33,307
+30%
增持
MS
MORGAN STANLEY
+$128.6K
1,934
+76%
减持
BXP
BXP INC
-$125.2K
4,690
-20%
清仓
DHR
DANAHER CORPORATION
-$120.9K
0
-100%
清仓
—
BLACKROCK INC
-$120.4K
0
-100%
建仓
CHRD
CHORD ENERGY CORPORATION
+$118.3K
1,012
减持
MCD
MCDONALDS CORP
-$115.7K
6,237
-1%
增持
AXP
AMERICAN EXPRESS CO
+$108.0K
1,548
+19%
增持
C
CITIGROUP INC
+$107.2K
3,506
+57%
减持
—
EXXON MOBIL CORP
-$106.8K
9,114
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$106.1K
713
+135%
增持
CME
CME GROUP INC
+$102.8K
443
+130%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$102.3K
3,061
+2%
清仓
ICLN
ISHARES TR
-$95.5K
0
-100%
增持
DIS
DISNEY WALT CO
+$95.2K
885
+2429%
减持
GEN
GEN DIGITAL INC
+$92.5K
50,833
-2%
减持
GM
GENERAL MTRS CO
+$89.4K
21,240
-9%
建仓
APO
APOLLO GLOBAL MGMT INC
+$89.4K
541
减持
BB
BLACKBERRY LTD
+$89.2K
67,209
-0%
建仓
ANET
ARISTA NETWORKS INC
+$88.4K
800
减持
JNJ
JOHNSON & JOHNSON
-$84.8K
4,217
-2%
清仓
—
NXP SEMICONDUCTORS N V
-$84.0K
0
-100%
增持
WCLD
WISDOMTREE TR
+$83.6K
3,251
+171%
减持
VIS
VANGUARD WORLD FD
-$82.3K
300
-51%
减持
SHOP
SHOPIFY INC
+$79.7K
3,161
-19%
增持
GPN
GLOBAL PMTS INC
+$79.3K
6,949
+2%
增持
NABL
N-ABLE INC
-$77.8K
16,545
+6%
增持
ADSK
AUTODESK INC
+$77.6K
3,384
+1%
减持
WDAY
WORKDAY INC
-$77.5K
6,868
-9%
清仓
VLUE
ISHARES TR
-$76.3K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$75.5K
5,518
-1%
减持
XBI
SPDR SER TR
-$69.6K
7,565
-0%
减持
ORCL
ORACLE CORP
-$69.5K
16,595
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$69.1K
1,705
+112%
减持
VZ
VERIZON COMMUNICATIONS INC
-$68.6K
4,359
-19%
增持
SONY
SONY GROUP CORP
+$66.6K
36,065
+400%
增持
NKE
NIKE INC
-$66.4K
7,300
+4%
增持
HON
HONEYWELL INTL INC
+$64.9K
858
+38%
减持
TGT
TARGET CORP
-$64.3K
1,000
-22%
增持
XLK
SELECT SECTOR SPDR TR
+$62.4K
2,504
+9%
减持
IHI
ISHARES TR
-$62.1K
14,416
-5%
