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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 69
减持 59
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$88.1M
5,584,817
+51%
增持
QQQ
INVESCO QQQ TR
+$62.1M
128,934
+377%
减持
—
ELBIT SYS LTD
+$32.9M
600,036
-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
—
TOWER SEMICONDUCTOR LTD
+$29.7M
965,445
+7%
建仓
—
ORMAT TECHNOLOGIES INC
+$24.1M
20,150,000
增持
—
CAMTEK LTD
+$21.2M
732,664
+14%
减持
—
NAYAX LTD
-$20.1M
813,331
-31%
清仓
—
ORMAT TECHNOLOGIES INC
-$19.7M
0
-100%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$17.0M
1,615,900
+73%
增持
—
NOVA LTD
+$14.9M
329,780
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.7M
133,817
+18%
增持
—
ICL GROUP LTD
-$9.8M
17,759,618
+1%
减持
—
TAT TECHNOLOGIES LTD
+$8.2M
950,765
-6%
减持
ORA
ORMAT TECHNOLOGIES INC
+$7.6M
568,618
-1%
增持
GOOG
ALPHABET INC
+$7.4M
65,179
+36%
增持
IVV
ISHARES TR
+$7.1M
17,362
+139%
增持
NVDA
NVIDIA CORPORATION
+$6.3M
87,170
+38%
增持
VOO
VANGUARD INDEX FDS
+$4.6M
38,170
+15%
增持
PANW
PALO ALTO NETWORKS INC
+$4.0M
82,679
+32%
增持
AMZN
AMAZON COM INC
+$3.6M
117,947
+16%
增持
AVGO
BROADCOM INC
+$3.3M
22,676
+48%
增持
—
SAPIENS INTL CORP N V
+$3.2M
221,261
+3%
增持
MSFT
MICROSOFT CORP
+$3.2M
54,456
+8%
增持
GOOGL
ALPHABET INC
+$3.0M
29,848
+25%
减持
—
MONDAY COM LTD
-$2.5M
2,835
-71%
减持
IEI
ISHARES TR
-$2.2M
19,749
-49%
减持
WDAY
WORKDAY INC
-$2.1M
58
-99%
增持
MU
MICRON TECHNOLOGY INC
+$2.0M
19,527
+86%
增持
META
META PLATFORMS INC
+$1.9M
43,519
+7%
增持
INTC
INTEL CORP
+$1.9M
76,170
+153%
增持
ACWI
ISHARES TR
+$1.7M
22,234
+116%
减持
—
CELLEBRITE DI LTD
-$1.7M
287,584
-35%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.7M
84,549
-21%
减持
LQD
ISHARES TR
-$1.7M
60,404
-21%
增持
PAVE
GLOBAL X FDS
+$1.7M
118,989
+31%
减持
—
SIMILARWEB LTD
+$1.7M
1,182,798
-4%
减持
PCTY
PAYLOCITY HLDG CORP
-$1.6M
2,900
-75%
增持
CAT
CATERPILLAR INC
+$1.6M
7,592
+45%
增持
—
ITURAN LOCATION AND CONTROL
-$1.6M
818,556
+3%
减持
—
JFROG LTD
-$1.6M
27,000
-59%
增持
XAR
SPDR SERIES TRUST
+$1.5M
21,838
+28%
减持
ODYS
ODYSIGHT AI INC
-$1.4M
1,755,253
-2%
减持
—
ELASTIC N V
-$1.3M
9,557
-63%
减持
SPY
SPDR S&P 500 ETF TR
-$1.3M
24,455
-14%
增持
WMT
WALMART INC
+$1.3M
61,406
+19%
增持
ORCL
ORACLE CORP
+$1.3M
16,957
+6%
增持
SMH
VANECK ETF TRUST
+$1.3M
18,363
+8%
增持
DAX
GLOBAL X FDS
+$1.2M
126,534
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
3,672
+964%
增持
TSLA
TESLA INC
+$1.1M
10,145
+4%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$1.1M
231,768
+22%
增持
MCHI
ISHARES TR
+$1.1M
25,000
+150%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.1M
9,157
+54%
减持
VEEV
VEEVA SYS INC
-$1.0M
16,838
-20%
增持
AAPL
APPLE INC
+$1.0M
14,060
+12%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$996.4K
7,630
+3079%
减持
—
CYBERARK SOFTWARE LTD
-$942.4K
4,533
-42%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$823.2K
18,523
+139%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$813.9K
21,505
-27%
增持
KWEB
KRANESHARES TRUST
+$727.3K
50,000
+25%
减持
XOP
SPDR SERIES TRUST
-$716.4K
6,000
-50%
减持
MCD
MCDONALDS CORP
-$715.3K
3,171
-45%
建仓
EA
ELECTRONIC ARTS INC
+$697.3K
3,457
减持
—
KAMADA LTD
-$688.0K
269,665
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$668.1K
4,382
+96%
减持
—
WIX COM LTD
+$619.3K
79,694
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$578.1K
11,117
+29%
增持
MRVL
MARVELL TECHNOLOGY INC
+$577.7K
24,471
+28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$549.1K
13,064
+5%
增持
FSLR
FIRST SOLAR INC
+$491.7K
8,316
+3%
增持
KO
COCA COLA CO
+$460.7K
10,089
+242%
增持
LRCX
LAM RESEARCH CORP
+$457.0K
10,838
+11%
增持
CRWV
COREWEAVE INC
+$452.2K
3,900
+680%
减持
—
KENON HLDGS LTD
-$439.9K
190,057
-13%
增持
NKE
NIKE INC
+$432.6K
16,810
+61%
增持
SONY
SONY GROUP CORP
+$431.4K
85,565
+10%
增持
SHLD
GLOBAL X FDS
+$426.3K
24,575
+14%
增持
CVX
CHEVRON CORP NEW
+$412.8K
20,684
+6%
增持
CRM
SALESFORCE INC
-$399.9K
12,227
+1%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$399.5K
0
-100%
减持
—
ASML HOLDING N V
+$398.6K
2,612
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$397.1K
12,962
-3%
增持
HD
HOME DEPOT INC
+$394.7K
1,898
+86%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$393.4K
52,509
-10%
增持
FTNT
FORTINET INC
-$377.8K
66,610
+15%
减持
FISV
FISERV INC
-$376.2K
7,989
-2%
增持
—
SPOTIFY TECHNOLOGY S A
-$373.4K
6,105
+1%
减持
DASH
DOORDASH INC
-$358.0K
7,579
-22%
增持
KLAC
KLA CORP
+$357.3K
1,785
+2%
建仓
RDNT
RADNET INC
+$350.6K
4,600
建仓
TER
TERADYNE INC
+$344.1K
2,500
增持
VRNS
VARONIS SYS INC
+$339.6K
39,527
+3%
减持
MAC
MACERICH CO
-$321.8K
880
-96%
减持
—
AMDOCS LTD
-$320.9K
665
-84%
减持
ZS
ZSCALER INC
-$320.1K
14,169
-1%
减持
V
VISA INC
-$308.9K
16,263
-2%
增持
—
ODDITY TECH LTD
+$295.2K
99,987
+29%
增持
—
GILAT SATELLITE NETWORKS LTD
+$292.2K
39,856
+35%
增持
AZO
AUTOZONE INC
+$289.8K
405
+4%
减持
NET
CLOUDFLARE INC
+$282.2K
27,594
-6%
减持
OKTA
OKTA INC
-$271.3K
30,844
-2%
建仓
BWAY
BRAINSWAY LTD
+$262.6K
17,425
减持
NOW
SERVICENOW INC
-$257.2K
860
-16%
增持
PG
PROCTER AND GAMBLE CO
+$254.4K
17,250
+15%
减持
S
SENTINELONE INC
-$250.3K
30,002
-32%
减持
KIM
KIMCO RLTY CORP
-$250.0K
6,357
-66%
增持
TJX
TJX COS INC NEW
+$238.6K
9,575
+3%
增持
AIQ
GLOBAL X FDS
+$237.5K
5,250
+950%
减持
USHY
ISHARES TR
-$228.9K
98,094
-6%
减持
PM
PHILIP MORRIS INTL INC
-$223.2K
141
-90%
减持
OPK
OPKO HEALTH INC
+$222.8K
1,499,118
-2%
清仓
—
ELLOMAY CAPITAL LIMITED
-$222.0K
0
-100%
增持
J
JACOBS SOLUTIONS INC
+$220.7K
10,824
+2%
减持
ADSK
AUTODESK INC
-$220.6K
2,626
-22%
减持
ULTA
ULTA BEAUTY INC
+$216.0K
4,218
-6%
清仓
—
AUDIOCODES LTD
-$194.4K
0
-100%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$188.8K
120
-97%
减持
ADBE
ADOBE INC
-$188.3K
542
-45%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$180.4K
0
-100%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$179.1K
5,500
+38%
减持
MDLZ
MONDELEZ INTL INC
-$177.6K
13,045
-11%
减持
UBER
UBER TECHNOLOGIES INC
+$169.2K
38,417
-0%
减持
DT
DYNATRACE INC
-$166.4K
27,115
-1%
减持
DDOG
DATADOG INC
+$164.5K
29,839
-5%
减持
SOXX
ISHARES TR
+$160.9K
6,865
-4%
清仓
DOW
DOW INC
-$155.2K
0
-100%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$149.8K
4,655
+323%
增持
LMT
LOCKHEED MARTIN CORP
+$147.3K
686
+63%
增持
COST
COSTCO WHSL CORP NEW
+$147.1K
1,724
+26%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$146.2K
1,443
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$145.9K
3,234
清仓
EXR
EXTRA SPACE STORAGE INC
-$137.7K
0
-100%
清仓
PSX
PHILLIPS 66
-$136.8K
0
-100%
减持
HYG
ISHARES TR
-$133.5K
51,400
-4%
减持
—
DARIOHEALTH CORP
+$129.0K
32,684
-95%
清仓
KVUE
KENVUE INC
-$128.6K
0
-100%
建仓
OMC
OMNICOM GROUP INC
+$125.9K
1,544
减持
KMB
KIMBERLY-CLARK CORP
-$125.3K
105
-90%
增持
NFLX
NETFLIX INC
-$122.7K
3,640
+9%
减持
WMB
WILLIAMS COS INC
-$120.1K
110
-95%
减持
EQIX
EQUINIX INC
-$119.4K
950
-13%
建仓
CLX
CLOROX CO DEL
+$115.8K
939
清仓
EIX
EDISON INTL
-$114.3K
0
-100%
减持
CCI
CROWN CASTLE INC
-$113.2K
1,532
-41%
减持
—
MEDTRONIC PLC
-$110.8K
75
-95%
清仓
LEN
LENNAR CORP
-$110.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$107.9K
3,899
-3%
减持
GS
GOLDMAN SACHS GROUP INC
+$102.2K
1,487
-4%
建仓
CTRA
COTERRA ENERGY INC
+$101.8K
4,306
清仓
EMN
EASTMAN CHEM CO
-$99.3K
0
-100%
