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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 55
减持 67
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
—
ENLIGHT RENEWABLE ENERGY LTD
+$92.8M
5,837,263
+5%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$80.3M
3,782,745
+378175%
增持
—
ELBIT SYS LTD
+$52.0M
618,325
+3%
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
+$49.3M
1,009,846
+5%
增持
ORA
ORMAT TECHNOLOGIES INC
+$16.0M
643,191
+13%
减持
QQQ
INVESCO QQQ TR
-$13.8M
102,920
-20%
减持
—
WIX COM LTD
-$12.4M
16,700
-79%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$10.2M
360,460
+7644%
增持
GOOG
ALPHABET INC
+$9.7M
81,499
+25%
清仓
—
SAPIENS INTL CORP N V
-$9.5M
0
-100%
增持
—
ITURAN LOCATION AND CONTROL
+$8.0M
858,274
+5%
增持
MU
MICRON TECHNOLOGY INC
+$7.3M
36,848
+89%
减持
—
CAMTEK LTD
-$7.1M
648,574
-11%
减持
META
META PLATFORMS INC
-$5.9M
39,442
-9%
增持
—
KENON HLDGS LTD
+$5.4M
212,102
+12%
增持
AMZN
AMAZON COM INC
+$4.8M
133,048
+13%
增持
—
GILAT SATELLITE NETWORKS LTD
+$4.7M
403,746
+913%
减持
—
NOVA LTD
+$4.6M
327,425
-1%
增持
CAT
CATERPILLAR INC
+$4.2M
13,658
+80%
建仓
PH
PARKER-HANNIFIN CORP
+$3.8M
4,323
建仓
UNP
UNION PAC CORP
+$3.7M
16,070
增持
—
ICL GROUP LTD
-$3.7M
18,738,939
+6%
增持
AVGO
BROADCOM INC
+$3.6M
32,001
+41%
减持
ODYS
ODYSIGHT AI INC
-$3.5M
1,328,686
-24%
增持
—
NAYAX LTD
+$3.5M
839,477
+3%
增持
—
CHECK POINT SOFTWARE TECH LT
+$3.1M
16,988
+3805%
增持
CEG
CONSTELLATION ENERGY CORP
+$3.0M
16,918
+85%
增持
GOOGL
ALPHABET INC
+$3.0M
32,755
+10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.0M
132,513
-1%
减持
—
SIMILARWEB LTD
-$3.0M
1,171,298
-1%
增持
AAPL
APPLE INC
+$2.9M
23,910
+70%
减持
ORCL
ORACLE CORP
-$2.8M
10,298
-39%
减持
PANW
PALO ALTO NETWORKS INC
-$2.5M
77,889
-6%
减持
PG
PROCTER AND GAMBLE CO
-$2.3M
2,291
-87%
减持
—
ODDITY TECH LTD
-$2.3M
92,987
-7%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$2.2M
264,837
+14%
减持
IEI
ISHARES TR
-$2.1M
1,824
-91%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$2.0M
60,821
-28%
减持
LQD
ISHARES TR
-$2.0M
42,864
-29%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
40,461
+6%
增持
NOW
SERVICENOW INC
+$1.9M
17,750
+1964%
减持
—
GLOBAL E ONLINE LTD
-$1.9M
82,550
-43%
增持
BWAY
BRAINSWAY LTD
+$1.9M
114,962
+560%
建仓
TYL
TYLER TECHNOLOGIES INC
+$1.9M
4,235
减持
VRNS
VARONIS SYS INC
-$1.9M
11,721
-70%
建仓
URI
UNITED RENTALS INC
+$1.8M
2,250
减持
VEEV
VEEVA SYS INC
-$1.8M
14,416
-14%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
95,936
+10%
增持
EWJ
ISHARES INC
+$1.6M
19,503
+9507%
增持
ACWI
ISHARES TR
+$1.6M
32,629
+47%
减持
USHY
ISHARES TR
-$1.5M
58,153
-41%
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.5M
3,926
建仓
XBI
SPDR SERIES TRUST
+$1.5M
12,500
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.5M
6,000
减持
CVX
CHEVRON CORP NEW
-$1.5M
11,137
-46%
清仓
DOCU
DOCUSIGN INC
-$1.5M
0
-100%
减持
OKTA
OKTA INC
-$1.5M
15,890
-48%
清仓
CCJ
CAMECO CORP
-$1.5M
0
-100%
减持
FSLR
FIRST SOLAR INC
-$1.5M
1,468
-82%
增持
IVV
ISHARES TR
+$1.3M
18,907
+9%
建仓
WAB
WABTEC
+$1.3M
5,977
减持
DDOG
DATADOG INC
-$1.3M
22,603
-24%
增持
SMH
VANECK ETF TRUST
+$1.1M
19,813
+8%
减持
ZS
ZSCALER INC
-$1.1M
13,660
-4%
增持
NFLX
NETFLIX INC
-$1.1M
35,038
+863%
清仓
VERX
VERTEX INC
-$1.0M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$996.4K
14,023
+29%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$994.4K
240
-97%
增持
PAVE
GLOBAL X FDS
+$979.1K
138,273
+16%
减持
FTNT
FORTINET INC
-$975.6K
58,635
-12%
增持
XAR
SPDR SERIES TRUST
+$969.1K
25,188
+15%
减持
—
TAT TECHNOLOGIES LTD
+$940.3K
900,147
-5%
增持
V
VISA INC
+$935.9K
18,492
+14%
减持
—
SPOTIFY TECHNOLOGY S A
-$918.1K
5,757
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$910.2K
25,172
+3%
减持
SQ
BLOCK INC
-$907.7K
12,207
-48%
增持
DAX
GLOBAL X FDS
+$904.4K
143,564
+13%
减持
NET
CLOUDFLARE INC
-$880.6K
26,007
-6%
清仓
—
SIREN ETF TR
-$824.1K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$814.7K
0
-100%
减持
NKE
NIKE INC
-$796.6K
5,820
-65%
减持
HYG
ISHARES TR
-$754.5K
42,400
-18%
减持
SOXX
ISHARES TR
-$740.3K
3,719
-46%
清仓
EA
ELECTRONIC ARTS INC
-$697.3K
0
-100%
增持
PFE
PFIZER INC
+$677.7K
50,159
+124%
减持
UBER
UBER TECHNOLOGIES INC
-$653.3K
37,840
-2%
减持
SHLD
GLOBAL X FDS
-$609.2K
17,187
-30%
增持
DASH
DOORDASH INC
+$594.8K
11,599
+53%
清仓
—
DARIOHEALTH CORP
-$567.1K
0
-100%
减持
OPK
OPKO HEALTH INC
-$564.6K
1,306,452
-13%
清仓
—
MONDAY COM LTD
-$549.1K
0
-100%
减持
CRM
SALESFORCE INC
-$548.1K
8,855
-28%
增持
WM
WASTE MGMT INC DEL
+$536.2K
17,186
+2355%
清仓
CRWV
COREWEAVE INC
-$533.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$529.0K
12,222
+179%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$525.7K
8,571
-60%
减持
FISV
FISERV INC
-$521.6K
7,569
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$517.3K
47,369
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$510.7K
6,005
-46%
建仓
TGT
TARGET CORP
+$508.3K
5,200
建仓
AA
ALCOA CORP
+$481.2K
9,055
增持
—
ON HLDG AG
+$467.5K
67,050
+7%
减持
SONY
SONY GROUP CORP
-$447.0K
78,765
-8%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$426.8K
4,000
+264%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$397.8K
3,866
减持
—
JFROG LTD
-$378.5K
14,400
-47%
减持
QCOM
QUALCOMM INC
-$368.2K
4,744
-36%
清仓
RDNT
RADNET INC
-$350.6K
0
-100%
清仓
—
JACOBS ENGR GROUP INC
-$349.9K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$298.4K
23,823
+29%
建仓
POOL
POOL CORP
+$297.8K
1,302
减持
GS
GOLDMAN SACHS GROUP INC
+$293.3K
1,466
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$281.6K
12,501
-4%
增持
ULTA
ULTA BEAUTY INC
+$276.0K
4,268
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$256.1K
12,965
+0%
减持
J
JACOBS SOLUTIONS INC
-$255.6K
10,300
-5%
减持
—
CELLEBRITE DI LTD
-$247.8K
281,816
-2%
增持
AZO
AUTOZONE INC
-$245.3K
440
+9%
建仓
—
AUDIOCODES LTD
+$238.9K
27,552
减持
INTC
INTEL CORP
-$231.9K
63,000
-17%
减持
TSLA
TESLA INC
+$224.6K
9,708
-4%
增持
—
EXXON MOBIL CORP
+$218.5K
5,675
+38%
减持
EQIX
EQUINIX INC
-$213.7K
691
-27%
增持
TJX
TJX COS INC NEW
+$209.7K
10,375
+8%
清仓
—
RISKIFIED LTD
-$198.5K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$197.0K
11,023
+3%
减持
ADBE
ADOBE INC
-$179.6K
33
-94%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$178.6K
10,876
-2%
清仓
—
INTERPUBLIC GROUP COS INC
-$175.0K
0
-100%
减持
—
CYBERARK SOFTWARE LTD
-$174.3K
4,526
-0%
增持
—
KAMADA LTD
+$172.5K
289,382
+7%
减持
DT
DYNATRACE INC
-$165.8K
27,031
-0%
减持
—
ASML HOLDING N V
-$164.9K
2,209
-15%
减持
SHOP
SHOPIFY INC
-$159.6K
950
-55%
增持
TER
TERADYNE INC
+$159.2K
2,600
+4%
减持
MBLY
MOBILEYE GLOBAL INC
-$156.4K
8,350
-52%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$142.5K
12,899
+0%
减持
HD
HOME DEPOT INC
-$135.2K
1,841
-3%
建仓
IBDV
ISHARES TR
+$132.4K
6,000
增持
MSFT
MICROSOFT CORP
+$131.6K
58,569
+8%
减持
LLY
ELI LILLY & CO
+$129.3K
820
-18%
减持
PYPL
PAYPAL HLDGS INC
-$119.6K
1,994
-43%
增持
CVS
CVS HEALTH CORP
+$119.2K
2,490
+139%
减持
—
ELASTIC N V
-$118.9K
9,448
-1%
增持
—
PERION NETWORK LTD
+$102.9K
38,567
+43%
减持
KLAC
KLA CORP
-$102.2K
1,500
-16%
减持
MRVL
MARVELL TECHNOLOGY INC
-$101.3K
22,965
-6%
减持
COST
COSTCO WHSL CORP NEW
-$99.4K
1,588
-8%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$97.8K
2,316
-42%
减持
BKNG
BOOKING HOLDINGS INC
-$93.1K
257
-6%
