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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 60
减持 61
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
—
ELBIT SYS LTD
+$55.8M
452,288
+1%
减持
—
ODDITY TECH LTD
-$22.1M
94,007
-85%
建仓
—
ORMAT TECHNOLOGIES INC
+$19.7M
20,150,000
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
LQD
ISHARES TR
+$18.8M
193,276
+830%
增持
—
ICL GROUP LTD
+$18.1M
17,699,803
+7%
增持
—
TOWER SEMICONDUCTOR LTD
-$14.5M
869,297
+0%
增持
—
CAMTEK LTD
-$12.7M
526,431
+0%
建仓
ODYS
ODYSIGHT AI INC
+$11.9M
1,697,823
减持
—
SIMILARWEB LTD
-$9.0M
1,399,863
-3%
减持
IEI
ISHARES TR
-$8.8M
40,293
-66%
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$4.8M
3,621,516
+18%
减持
—
SAPIENS INTL CORP N V
-$4.3M
74,742
-68%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.3M
99,824
-5%
增持
—
GLOBAL E ONLINE LTD
+$4.2M
171,790
+381%
增持
—
NOVA LTD
-$3.9M
297,921
+1%
减持
NOW
SERVICENOW INC
-$3.7M
1,040
-76%
增持
META
META PLATFORMS INC
+$3.6M
38,156
+22%
减持
MSFT
MICROSOFT CORP
-$3.5M
48,972
-5%
减持
AAPL
APPLE INC
-$3.1M
14,470
-42%
减持
QQQ
INVESCO QQQ TR
-$2.9M
20,325
-17%
建仓
DAX
GLOBAL X FDS
+$2.8M
71,540
增持
ORA
ORMAT TECHNOLOGIES INC
+$2.6M
550,390
+5%
减持
—
TAT TECHNOLOGIES LTD
-$2.6M
1,064,258
-12%
减持
—
NAYAX LTD
+$2.5M
1,098,176
-7%
减持
CRM
SALESFORCE INC
-$2.4M
14,683
-23%
减持
GOOG
ALPHABET INC
-$2.3M
44,486
-8%
减持
PANW
PALO ALTO NETWORKS INC
-$2.3M
59,998
-13%
减持
NVDA
NVIDIA CORPORATION
-$2.1M
41,373
-16%
建仓
—
SUNRUN INC
+$1.9M
3,000,000
增持
XAR
SPDR SER TR
+$1.8M
12,410
+970%
减持
—
CELLEBRITE DI LTD
-$1.8M
250,559
-17%
减持
NICE
NICE LTD
-$1.7M
3,794
-72%
增持
NKE
NIKE INC
+$1.5M
32,375
+343%
建仓
VERX
VERTEX INC
+$1.4M
41,000
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
27,526
-4%
增持
AMZN
AMAZON COM INC
+$1.4M
98,280
+25%
减持
AVGO
BROADCOM INC
-$1.4M
9,710
-26%
增持
SONY
SONY GROUP CORP
+$1.2M
78,065
+116%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
12,712
+3%
减持
USHY
ISHARES TR
-$1.2M
388,257
-8%
减持
IVV
ISHARES TR
-$1.2M
2,042
-48%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.1M
262,681
-7%
减持
GM
GENERAL MTRS CO
-$1.1M
90
-100%
增持
TSLA
TESLA INC
-$1.1M
9,898
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.1M
19,548
-6%
增持
V
VISA INC
+$1.1M
19,650
+7%
减持
GOOGL
ALPHABET INC
-$1.0M
24,023
-4%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$1.0M
0
-100%
增持
—
ON HLDG AG
+$985.7K
50,700
+124%
增持
OPK
OPKO HEALTH INC
+$912.3K
1,772,947
+27%
减持
ADBE
ADOBE INC
-$900.3K
3,123
-34%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$881.7K
13,257
-22%
增持
WMT
WALMART INC
+$871.5K
56,934
+25%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$849.7K
86,250
-13%
减持
—
KAMADA LTD
-$843.8K
330,354
-34%
增持
—
WIX COM LTD
-$838.8K
81,756
+24%
增持
MA
MASTERCARD INCORPORATED
+$826.0K
13,627
+8%
减持
SMH
VANECK ETF TRUST
-$805.4K
15,387
-8%
增持
ITB
ISHARES TR
+$797.8K
9,900
+607%
增持
KWEB
KRANESHARES TRUST
+$794.9K
68,000
+26%
增持
VOO
VANGUARD INDEX FDS
-$773.8K
32,930
+0%
建仓
AISPW
AIRSHIP AI HLDGS INC
+$756.0K
675,000
增持
FSLR
FIRST SOLAR INC
+$729.0K
8,101
+384%
减持
AMD
ADVANCED MICRO DEVICES INC
-$721.2K
10,105
-33%
清仓
XBI
SPDR SER TR
-$681.3K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$655.6K
53,084
+0%
增持
LLY
ELI LILLY & CO
+$631.9K
948
+454%
减持
—
JFROG LTD
-$615.5K
58,150
-31%
减持
GPN
GLOBAL PMTS INC
-$610.7K
1,716
-75%
减持
—
KENON HLDGS LTD
-$597.5K
199,472
-3%
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$572.2K
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$570.1K
7,020
-45%
增持
BKNG
BOOKING HOLDINGS INC
+$545.8K
263
+96%
减持
—
SPOTIFY TECHNOLOGY S A
+$538.0K
11,800
-11%
减持
MBLY
MOBILEYE GLOBAL INC
-$517.8K
70,788
-8%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$498.9K
174,366
+22%
减持
MAC
MACERICH CO
-$495.7K
20,880
-51%
减持
—
ASML HOLDING N V
-$482.1K
2,626
-18%
减持
MDLZ
MONDELEZ INTL INC
-$467.3K
14,892
-40%
增持
MU
MICRON TECHNOLOGY INC
+$453.5K
11,073
+85%
增持
DDOG
DATADOG INC
-$442.1K
28,664
+11%
减持
CVX
CHEVRON CORP NEW
+$438.4K
19,770
-0%
建仓
SPSK
TIDAL ETF TR
+$435.7K
24,180
减持
NET
CLOUDFLARE INC
+$410.5K
27,960
-13%
建仓
INTC
INTEL CORP
+$405.4K
17,850
增持
AZO
AUTOZONE INC
+$398.3K
390
+15%
减持
MCHI
ISHARES TR
-$393.2K
10,000
-50%
减持
PFE
PFIZER INC
-$366.7K
20,400
-39%
增持
WCN
WASTE CONNECTIONS INC
+$357.7K
4,250
+55%
减持
—
PERION NETWORK LTD
-$349.8K
368,714
-6%
增持
PAVE
GLOBAL X FDS
+$349.0K
69,141
+24%
减持
EQIX
EQUINIX INC
-$333.9K
1,132
-15%
减持
RSSL
GLOBAL X FDS
+$328.1K
4,192
-28%
清仓
RRX
REGAL REXNORD CORPORATION
-$310.3K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$285.4K
1,010
+41%
减持
UNH
UNITEDHEALTH GROUP INC
-$284.7K
742
-43%
减持
CAT
CATERPILLAR INC
-$281.5K
5,088
-6%
增持
ORCL
ORACLE CORP
-$281.4K
17,768
+7%
建仓
—
SIREN ETF TR
+$268.0K
40,000
减持
J
JACOBS SOLUTIONS INC
-$258.3K
10,778
-8%
减持
XLY
SELECT SECTOR SPDR TR
-$246.7K
661
-61%
减持
SOXX
ISHARES TR
-$229.2K
6,973
-3%
增持
ACWI
ISHARES TR
+$222.3K
6,090
+47%
增持
ULTA
ULTA BEAUTY INC
+$216.3K
4,468
+37%
增持
TJX
TJX COS INC NEW
+$213.3K
8,000
+27%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$210.8K
12,516
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$205.3K
4,520
+904%
增持
JPM
JPMORGAN CHASE & CO.
+$203.9K
10,212
+6%
建仓
INDA
ISHARES TR
+$198.2K
3,850
增持
AGG
ISHARES TR
+$195.7K
3,320
+142%
减持
—
DARIOHEALTH CORP
-$192.3K
653,782
-13%
清仓
—
CREATIVE MEDIA & CMNTY TR
-$191.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$190.9K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$189.8K
14,408
+7%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$185.6K
10,545
+0%
减持
FXO
FIRST TR EXCHANGE TRADED FD
+$184.8K
3,500
-22%
增持
—
ELASTIC N V
-$176.6K
29,742
+0%
增持
OKTA
OKTA INC
+$175.3K
14,455
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$174.2K
3,868
+36%
减持
ENPH
ENPHASE ENERGY INC
-$173.2K
7,270
-20%
清仓
—
SECUREWORKS CORP
-$173.1K
0
-100%
增持
ZS
ZSCALER INC
+$172.2K
12,901
+1%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$155.0K
7,668
增持
XLF
SELECT SECTOR SPDR TR
+$154.1K
65,435
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$152.0K
3,611
+112%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$151.9K
54,309
+1%
清仓
—
KELLANOVA
-$149.9K
0
-100%
增持
HYG
ISHARES TR
+$149.9K
51,636
+4%
清仓
ETR
ENTERGY CORP NEW
-$149.8K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$148.0K
0
-100%
减持
LRCX
LAM RESEARCH CORP
-$147.1K
9,750
-18%
减持
—
MONDAY COM LTD
-$142.2K
9,860
-10%
增持
WDAY
WORKDAY INC
+$140.0K
8,188
+19%
减持
—
ITURAN LOCATION AND CONTROL
-$138.8K
796,606
-14%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$136.9K
1,253
减持
AMTM
AMENTUM HOLDINGS INC
-$135.0K
424
-94%
增持
DOCU
DOCUSIGN INC
-$131.7K
16,821
+1%
清仓
VTRS
VIATRIS INC
-$129.8K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$126.4K
322
+794%
清仓
WEC
WEC ENERGY GROUP INC
-$123.6K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$122.7K
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$119.9K
0
-100%
建仓
LEN
LENNAR CORP
+$114.8K
1,000
增持
KMB
KIMBERLY-CLARK CORP
+$112.4K
887
+745%
建仓
EXR
EXTRA SPACE STORAGE INC
+$111.8K
753
减持
XLK
SELECT SECTOR SPDR TR
-$111.3K
2,282
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$110.0K
400
-58%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$109.8K
805
+388%
建仓
PSX
PHILLIPS 66
+$108.2K
876
增持
FLOT
ISHARES TR
+$107.9K
23,260
+10%
