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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 73
减持 63
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
—
ELBIT SYS LTD
+$98.1M
610,977
+35%
增持
—
NOVA LTD
+$35.3M
318,035
+7%
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$26.2M
3,709,733
+2%
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
—
CAMTEK LTD
+$25.2M
644,657
+22%
增持
—
NAYAX LTD
+$21.9M
1,170,927
+7%
减持
—
ICL GROUP LTD
+$21.5M
17,665,030
-0%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$14.3M
932,750
+981%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.7M
106,369
-60%
减持
LQD
ISHARES TR
-$12.6M
76,944
-60%
减持
USHY
ISHARES TR
-$10.4M
104,903
-73%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.1M
113,458
+14%
增持
—
TOWER SEMICONDUCTOR LTD
+$8.6M
899,905
+4%
增持
ORA
ORMAT TECHNOLOGIES INC
+$8.4M
571,488
+4%
增持
META
META PLATFORMS INC
+$8.0M
40,704
+7%
增持
MSFT
MICROSOFT CORP
+$6.6M
50,319
+3%
增持
NVDA
NVIDIA CORPORATION
+$5.5M
63,164
+53%
增持
QQQ
INVESCO QQQ TR
+$5.4M
27,052
+33%
清仓
—
SHL TELEMEDICINE LTD
-$4.5M
0
-100%
增持
—
SAPIENS INTL CORP N V
+$4.3M
214,680
+187%
增持
AMZN
AMAZON COM INC
+$3.6M
101,623
+3%
增持
IVV
ISHARES TR
+$3.3M
7,277
+256%
减持
—
PERION NETWORK LTD
-$2.8M
22,565
-94%
增持
—
KENON HLDGS LTD
+$2.7M
217,649
+9%
增持
ODYS
ODYSIGHT AI INC
-$2.6M
1,792,353
+6%
增持
AVGO
BROADCOM INC
+$2.6M
15,332
+58%
增持
PANW
PALO ALTO NETWORKS INC
+$2.6M
62,583
+4%
减持
—
TAT TECHNOLOGIES LTD
+$2.4M
1,015,537
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
28,515
+4%
增持
—
CELLEBRITE DI LTD
+$2.2M
441,579
+76%
增持
ZS
ZSCALER INC
+$2.0M
14,358
+11%
减持
—
ITURAN LOCATION AND CONTROL
+$2.0M
796,056
-0%
减持
—
SIMILARWEB LTD
-$1.9M
1,234,298
-12%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
33,106
+1%
增持
NET
CLOUDFLARE INC
+$1.9M
29,476
+5%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.9M
6,040
-49%
增持
OKTA
OKTA INC
+$1.8M
31,595
+119%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.8M
5,935
+1050%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.8M
13,418
+1%
减持
—
ODDITY TECH LTD
+$1.8M
77,387
-18%
增持
DAX
GLOBAL X FDS
+$1.7M
99,455
+39%
增持
XAR
SPDR SER TR
+$1.6M
17,000
+37%
增持
GOOG
ALPHABET INC
+$1.6M
47,972
+8%
增持
VRNS
VARONIS SYS INC
+$1.6M
38,532
+311%
减持
VEEV
VEEVA SYS INC
-$1.5M
20,973
-36%
增持
SMH
VANECK ETF TRUST
+$1.5M
17,003
+11%
减持
MA
MASTERCARD INCORPORATED
-$1.5M
10,685
-22%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$1.4M
189,327
+9%
增持
PAVE
GLOBAL X FDS
+$1.4M
91,146
+32%
减持
NKE
NIKE INC
-$1.3M
10,410
-68%
建仓
CCJ
CAMECO CORP
+$1.3M
17,500
减持
V
VISA INC
-$1.0M
16,513
-16%
减持
ORCL
ORACLE CORP
+$1.0M
15,993
-10%
增持
—
JFROG LTD
+$1.0M
65,350
+12%
减持
KWEB
KRANESHARES TRUST
-$1.0M
40,000
-41%
增持
FISV
FISERV INC
+$974.5K
8,157
+317%
减持
OPK
OPKO HEALTH INC
-$958.6K
1,528,899
-14%
减持
—
GLOBAL E ONLINE LTD
-$938.4K
154,620
-10%
增持
FTNT
FORTINET INC
+$920.1K
57,947
+19%
增持
DDOG
DATADOG INC
+$917.5K
31,571
+10%
减持
ADBE
ADOBE INC
-$818.3K
981
-69%
减持
NFLX
NETFLIX INC
+$773.9K
3,353
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$768.5K
12,391
-3%
增持
—
CYBERARK SOFTWARE LTD
+$720.7K
7,808
+12%
减持
MBLY
MOBILEYE GLOBAL INC
-$708.8K
17,250
-76%
增持
IAU
ISHARES GOLD TR
+$684.8K
28,000
+56%
减持
—
MONDAY COM LTD
+$681.2K
9,790
-1%
增持
COST
COSTCO WHSL CORP NEW
+$672.5K
1,371
+64%
减持
AAPL
APPLE INC
-$659.2K
12,528
-13%
减持
CRM
SALESFORCE INC
-$642.6K
12,094
-18%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$634.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$614.3K
3,657
-57%
增持
ACWI
ISHARES TR
+$614.2K
10,299
+69%
减持
TSLA
TESLA INC
+$600.4K
9,771
-1%
减持
—
ELASTIC N V
-$590.0K
25,871
-13%
减持
XLE
SELECT SECTOR SPDR TR
-$550.3K
9,077
-36%
减持
CVX
CHEVRON CORP NEW
-$507.7K
19,550
-1%
减持
GOOGL
ALPHABET INC
+$492.2K
23,873
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$480.3K
53,091
-19%
增持
—
SIREN ETF TR
+$478.0K
90,000
+125%
增持
—
ON HLDG AG
+$474.7K
51,900
+2%
清仓
FTXN
FIRST TR EXCHANGE TRADED FD
-$469.3K
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP
-$459.7K
11,538
-15%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$443.2K
58,464
+8%
清仓
ABNB
AIRBNB INC
-$413.5K
0
-100%
减持
NICE
NICE LTD
-$391.7K
1,144
-70%
增持
—
ASML HOLDING N V
+$389.7K
2,658
+1%
增持
SOXX
ISHARES TR
+$387.9K
7,125
+2%
减持
—
KAMADA LTD
+$384.3K
329,704
-0%
增持
SNOW
SNOWFLAKE INC
+$383.5K
4,000
+14%
减持
POOL
POOL CORP
-$382.8K
30
-98%
减持
SQ
BLOCK INC
-$372.9K
24,030
-34%
增持
CAT
CATERPILLAR INC
+$349.7K
5,226
+3%
减持
MU
MICRON TECHNOLOGY INC
+$331.2K
10,495
-5%
清仓
RSSL
GLOBAL X FDS
-$329.5K
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$328.2K
3,100
-57%
减持
—
AMDOCS LTD
-$327.7K
4,115
-46%
增持
FSLR
FIRST SOLAR INC
+$318.0K
8,108
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$287.6K
259
-2%
清仓
INTU
INTUIT
-$276.3K
0
-100%
减持
SHLD
GLOBAL X FDS
+$275.8K
21,575
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
+$275.8K
19,113
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$271.5K
345
-54%
增持
INTC
INTEL CORP
+$269.9K
30,145
+69%
增持
GEN
GEN DIGITAL INC
+$268.7K
56,700
+8%
增持
WDAY
WORKDAY INC
+$236.6K
8,953
+9%
增持
HYG
ISHARES TR
+$233.1K
53,400
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$233.1K
38,462
-28%
减持
NOW
SERVICENOW INC
+$220.7K
1,020
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$184.6K
1,552
-11%
减持
IEI
ISHARES TR
-$184.2K
38,423
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$181.8K
8,603
-15%
增持
—
WIX COM LTD
+$179.3K
85,427
+4%
增持
IGIB
ISHARES TR
+$173.3K
4,450
+271%
减持
DASH
DOORDASH INC
+$171.2K
9,696
-20%
增持
TJX
TJX COS INC NEW
+$171.0K
9,275
+16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$166.7K
5,683
+57%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$166.5K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$165.9K
2,526
+61%
减持
MCD
MCDONALDS CORP
-$156.5K
5,747
-2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$156.4K
7,748
+14%
减持
ADSK
AUTODESK INC
+$150.8K
3,349
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$145.8K
4,005
+84%
减持
PGR
PROGRESSIVE CORP
-$145.7K
531
-47%
减持
ITB
ISHARES TR
-$132.0K
8,700
-12%
建仓
WM
WASTE MGMT INC DEL
+$130.4K
570
清仓
TGT
TARGET CORP
-$127.7K
0
-100%
减持
IHI
ISHARES TR
-$121.0K
10,254
-19%
增持
IGV
ISHARES TR
+$112.4K
4,070
+9%
建仓
EXPE
EXPEDIA GROUP INC
+$109.6K
650
增持
AGG
ISHARES TR
+$109.4K
4,420
+33%
增持
ITA
ISHARES TR
+$109.1K
1,344
+44%
减持
CVS
CVS HEALTH CORP
-$101.0K
1,040
-59%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$99.9K
29,505
-5%
减持
J
JACOBS SOLUTIONS INC
+$98.4K
10,661
-1%
增持
—
JACOBS ENGR GROUP INC
+$97.0K
3,306
+19%
减持
XLK
SELECT SECTOR SPDR TR
+$95.7K
2,240
-2%
减持
WFC
WELLS FARGO CO NEW
-$94.3K
3,203
-34%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$91.4K
1,275
+58%
增持
CSCO
CISCO SYS INC
+$91.4K
2,667
+76%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$89.3K
13,366
+7%
增持
XLY
SELECT SECTOR SPDR TR
+$88.4K
1,011
+53%
增持
XLC
SELECT SECTOR SPDR TR
+$86.9K
2,700
+27%
减持
JNJ
JOHNSON & JOHNSON
-$86.8K
4,029
-5%
增持
VST
VISTRA CORP
+$84.7K
855
+24%
建仓
CRWV
COREWEAVE INC
+$81.5K
500
增持
LLY
ELI LILLY & CO
+$81.1K
975
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$77.1K
8,912
-13%
减持
SPGI
S&P GLOBAL INC
-$77.0K
290
-35%
清仓
—
DISCOVER FINL SVCS
-$76.5K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$75.9K
1,875
