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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 42
减持 59
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
—
ELBIT SYS LTD
+$102.8M
551,017
-11%
减持
—
ENLIGHT RENEWABLE ENERGY LTD
+$99.8M
5,514,993
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$76.0M
563,353
+623%
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。
减持
—
ZIM INTEGRATED SHIPPING SERV
-$53.4M
1,019,873
-73%
增持
—
NOVA LTD
+$52.5M
377,579
+15%
增持
SOXX
ISHARES TR
+$51.1M
158,996
+4175%
增持
—
CAMTEK LTD
+$45.3M
783,365
+21%
减持
—
TOWER SEMICONDUCTOR LTD
+$40.4M
930,690
-8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$29.2M
85,451
+8838%
增持
ORA
ORMAT TECHNOLOGIES INC
+$27.0M
880,430
+37%
减持
QQQ
INVESCO QQQ TR
-$24.2M
67,694
-34%
增持
KLAC
KLA CORP
+$16.0M
13,591
+806%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$15.3M
503,110
+40%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$14.2M
161,403
+22%
增持
IGV
ISHARES TR
+$10.3M
134,760
+2754%
减持
—
TAT TECHNOLOGIES LTD
-$8.3M
810,001
-10%
减持
MSFT
MICROSOFT CORP
-$7.9M
55,364
-5%
增持
—
ICL GROUP LTD
-$7.1M
19,616,583
+5%
清仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$6.9M
0
-100%
增持
SMH
VANECK ETF TRUST
+$6.5M
35,446
+79%
增持
—
ITURAN LOCATION AND CONTROL
+$6.4M
891,274
+4%
增持
—
NAYAX LTD
+$6.0M
865,171
+3%
增持
—
GILAT SATELLITE NETWORKS LTD
+$5.3M
715,697
+77%
增持
LMT
LOCKHEED MARTIN CORP
+$4.9M
8,695
+1167%
减持
META
META PLATFORMS INC
-$4.7M
37,328
-5%
减持
MU
MICRON TECHNOLOGY INC
-$4.3M
18,320
-50%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$3.6M
47,579
+43550%
减持
—
CELLEBRITE DI LTD
-$3.6M
110,151
-61%
建仓
VRT
VERTIV HOLDINGS CO
+$3.3M
13,202
减持
—
KENON HLDGS LTD
+$3.3M
211,353
-0%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$3.2M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.1M
19,300
+222%
增持
INTC
INTEL CORP
+$3.0M
121,204
+92%
减持
AAPL
APPLE INC
-$3.0M
13,770
-42%
减持
—
ODDITY TECH LTD
-$3.0M
72,007
-23%
减持
—
GLOBAL E ONLINE LTD
-$3.0M
8,500
-90%
清仓
DASH
DOORDASH INC
-$2.6M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$2.6M
17,679
+122%
增持
J
JACOBS SOLUTIONS INC
+$2.5M
30,535
+196%
减持
UBER
UBER TECHNOLOGIES INC
-$2.5M
8,350
-78%
减持
ODYS
ODYSIGHT AI INC
+$2.3M
973,543
-27%
减持
IVV
ISHARES TR
-$2.3M
16,287
-14%
清仓
IAU
ISHARES GOLD TR
-$2.3M
0
-100%
减持
FTNT
FORTINET INC
-$2.3M
29,203
-50%
增持
—
ASML HLDG NV
+$2.0M
3,332
+51%
清仓
—
CYBERARK SOFTWARE LTD
-$2.0M
0
-100%
清仓
ORCL
ORACLE CORP
-$2.0M
0
-100%
减持
TSLA
TESLA INC
-$2.0M
6,417
-34%
清仓
—
SUNRUN INC
-$1.9M
0
-100%
清仓
TYL
TYLER TECHNOLOGIES INC
-$1.9M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$1.8M
9,066
-18%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.7M
11,093
-14%
减持
V
VISA INC
-$1.7M
15,733
-15%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$1.7M
1,617,800
+0%
增持
—
G WILLI FOOD INTL LTD
+$1.7M
68,750
+3073%
建仓
CRED
COLUMBIA ETF TR I
+$1.7M
1,477
减持
CEG
CONSTELLATION ENERGY CORP
-$1.6M
15,807
-7%
减持
CRM
SALESFORCE INC
-$1.5M
4,333
-51%
清仓
AZO
AUTOZONE INC
-$1.5M
0
-100%
减持
CAT
CATERPILLAR INC
+$1.5M
13,207
-3%
减持
VEEV
VEEVA SYS INC
-$1.4M
10,111
-30%
减持
SONY
SONY GROUP CORP
-$1.4M
27,900
-65%
增持
LNG
CHENIERE ENERGY INC
+$1.4M
5,400
+980%
增持
BWAY
BRAINSWAY LTD
+$1.4M
272,004
+137%
增持
AMZN
AMAZON COM INC
+$1.4M
154,308
+16%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.4M
4,000
-31%
清仓
BKNG
BOOKING HOLDINGS INC
-$1.4M
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
33,044
-30%
建仓
NTR
NUTRIEN LTD
+$1.3M
17,500
增持
GOOG
ALPHABET INC
+$1.3M
93,770
+15%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
46,894
-23%
增持
ACWI
ISHARES TR
+$1.2M
42,739
+31%
减持
ZS
ZSCALER INC
-$1.2M
13,279
-3%
建仓
KXI
ISHARES TR
+$1.2M
17,500
增持
XAR
SPDR SERIES TRUST
+$1.1M
28,910
+15%
建仓
EME
EMCOR GROUP INC
+$1.1M
1,537
减持
GOOGL
ALPHABET INC
-$1.1M
31,735
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.1M
217
-85%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
364
-90%
减持
NOW
SERVICENOW INC
-$1.0M
16,000
-10%
增持
AVGO
BROADCOM INC
+$1.0M
39,140
+22%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$1.0M
11,273
-53%
减持
LQD
ISHARES TR
-$990.3K
34,250
-20%
减持
—
KAMADA LTD
-$928.9K
136,438
-53%
清仓
—
JFROG LTD
-$899.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$858.4K
2,560
+4167%
减持
ULTA
ULTA BEAUTY INC
-$857.2K
3,300
-23%
减持
ITB
ISHARES TR
-$819.7K
200
-98%
增持
WMT
WALMART INC
+$776.7K
57,015
+1%
减持
DDOG
DATADOG INC
-$775.6K
19,468
-14%
清仓
ADSK
AUTODESK INC
-$760.5K
0
-100%
清仓
XOP
SPDR SERIES TRUST
-$757.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$751.9K
106,987
+12%
减持
SQ
BLOCK INC
-$750.8K
730
-94%
建仓
ROKU
ROKU INC
+$727.5K
8,009
减持
QCOM
QUALCOMM INC
-$722.6K
690
-85%
建仓
ATI
ATI INC
+$687.3K
4,725
减持
XLE
SELECT SECTOR SPDR TR
-$679.8K
2,154
-88%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$677.5K
1,719
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$656.2K
11,767
-6%
建仓
RKLB
ROCKET LAB CORP
+$642.2K
10,000
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$634.6K
5,631
建仓
APG
API GROUP CORP
+$603.3K
14,888
减持
MRVL
MARVELL TECHNOLOGY INC
-$591.0K
14,342
-38%
减持
CVX
CHEVRON CORPORATION
+$590.1K
11,007
-1%
减持
GEN
GEN DIGITAL INC
-$570.4K
49,549
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
-$539.7K
3,740
-38%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$536.2K
1,900
-74%
增持
VOO
VANGUARD INDEX FDS
-$529.2K
41,592
+3%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$524.0K
4,000
建仓
CLH
CLEAN HARBORS INC
+$523.6K
1,826
减持
USHY
ISHARES TR
-$519.5K
44,927
-23%
清仓
TGT
TARGET CORP
-$508.3K
0
-100%
减持
FISV
FISERV INC
-$489.3K
343
-95%
增持
—
EXXON MOBIL CORP
+$483.1K
6,873
+21%
建仓
GGG
GRACO INC
+$482.9K
5,705
减持
NFLX
NETFLIX INC.
-$479.3K
29,205
-17%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$471.0K
1,891
建仓
CSL
CARLISLE COS INC
+$470.7K
1,411
清仓
PCTY
PAYLOCITY HLDG CORP
-$442.3K
0
-100%
减持
NET
CLOUDFLARE INC
-$435.7K
22,739
-13%
建仓
AEIS
ADVANCED ENERGY INDS
+$420.5K
1,303
建仓
MOD
MODINE MFG CO
+$394.4K
1,820
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$359.3K
25,987
+3%
建仓
DGRW
WISDOMTREE TR
+$345.5K
1,286
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$341.5K
1,287
建仓
CR
CRANE COMPANY
+$340.3K
1,990
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$337.8K
6,688
+67%
建仓
CNM
CORE & MAIN INC
+$333.3K
6,746
减持
PFE
PFIZER INC
-$330.3K
32,715
-35%
建仓
MAR
MARRIOTT INTL INC NEW
+$327.1K
1,000
建仓
FLS
FLOWSERVE CORP
+$322.8K
4,391
建仓
OSK
OSHKOSH CORP
+$317.7K
2,158
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$317.1K
0
-100%
清仓
SNY
SANOFI SA
-$315.0K
0
-100%
增持
DAX
GLOBAL X FDS
-$307.3K
149,894
+4%
减持
—
ELASTIC N V
-$289.5K
8,467
-10%
增持
VST
VISTRA CORP
+$285.4K
3,240
+159%
清仓
CXSE
WISDOMTREE TR
-$280.8K
0
-100%
减持
PAVE
GLOBAL X FDS
+$274.6K
137,667
-0%
建仓
NTSK
NETSKOPE INC
+$273.1K
32,172
减持
DT
DYNATRACE INC
-$269.2K
24,400
-10%
增持
XLF
SELECT SECTOR SPDR TR
-$260.5K
50,160
+1%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$258.1K
0
-100%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$258.1K
5,755
增持
NEE
NEXTERA ENERGY INC
+$251.3K
6,030
+57%
减持
—
WIX COM LTD
-$248.8K
16,500
-1%
建仓
FLR
FLUOR CORP
+$247.8K
5,311
建仓
SSD
SIMPSON MFG INC
+$245.2K
1,429
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$243.6K
1,478
