| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 13.94% | 14.29% | $4.58亿 | 518.1万股 | $3.65亿 | 551.5万股 | -33.4万股-6.06% | 减仓 |
| EElbit Systems LtdESLT |
| 11.19% | 17.98% | $3.67亿 | 48.4万股 | $4.59亿 | 55.1万股 | -6.7万股-12.21% | 减仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 7.43% | 6.21% | $2.44亿 | 95.0万股 | $1.58亿 | 93.1万股 | +1.9万股+2.03% | 加仓 |
| NNOVANVMI |
| 6.61% | 6.34% | $2.17亿 | 41.0万股 | $1.62亿 | 37.8万股 | +3.2万股+8.50% | 加仓 |
 PALO ALTOPANW |
| 6.16% | 3.54% | $2.02亿 | 59.3万股 | $9,030.6万 | 56.3万股 | +2.9万股+5.21% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.95% | 2.05% | $1.30亿 | 20.2万股 | $5,224.0万 | 15.9万股 | +4.3万股+27.14% | 加仓 |
 CAMTEKCAMT |
| 3.84% | 4.5% | $1.26亿 | 79.7万股 | $1.15亿 | 78.3万股 | +1.3万股+1.71% | 加仓 |
 ORMAT TECHNOLOGIESORA |
| 3.41% | 3.83% | $1.12亿 | 102.4万股 | $9,772.2万 | 88.0万股 | +14.4万股+16.36% | 加仓 |
 ICL GROUP LTD SHSICL |
| 2.98% | 3.93% | $9,781.2万 | 1,949.7万股 | $1.00亿 | 1,961.7万股 | -11.9万股-0.61% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 2.7% | 1.91% | $8,874.0万 | 261.9万股 | $4,872.7万 | 161.8万股 | +100.1万股+61.90% | 加仓 |
| I景顺QQQ信托VOO |
| 2.65% | 1.53% | $8,709.7万 | 11.8万股 | $3,903.0万 | 6.8万股 | +5.1万股+74.75% | 加仓 |
 台积电TSM |
| 2.53% | 2.14% | $8,290.7万 | 17.4万股 | $5,452.6万 | 16.1万股 | +1.2万股+7.56% | 加仓 |
| NNAYAX LTD ILS0.001 |
| 1.8% | 1.9% | $5,894.5万 | 90.6万股 | $4,838.7万 | 86.5万股 | +4.1万股+4.77% | 加仓 |
| IITURAN LOCATION AND CONTROL SHSITRN |
| 1.66% | 1.71% | $5,437.7万 | 89.1万股 | $4,368.1万 | 89.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.59% | 1.26% | $5,215.5万 | 21.9万股 | $3,211.9万 | 15.4万股 | +6.5万股+41.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.05% | $4,702.3万 | 13.3万股 | $2,683.0万 | 9.4万股 | +3.9万股+41.94% | 加仓 |
 英伟达NVDA |
| 1.14% | 0.73% | $3,725.2万 | 18.6万股 | $1,864.8万 | 10.7万股 | +7.9万股+74.03% | 加仓 |
 科磊KLAC |
| 1.08% | 0.7% | $3,541.5万 | 11.8万股 | $1,779.8万 | 1.4万股 | +10.4万股+766.19% | 加仓 |
| TTAT TECHNOLOGIESTATT |
| 1.03% | 1.26% | $3,380.0万 | 70.3万股 | $3,205.4万 | 81.0万股 | -10.7万股-13.20% | 减仓 |
 Meta平台META |
| 0.9% | 0.84% | $2,951.6万 | 5.2万股 | $2,132.5万 | 3.7万股 | +1.5万股+40.40% | 加仓 |
 L3哈里斯LHX |
| 0.88% | 1.16% | $2,876.6万 | 9.9万股 | $2,949.3万 | 8.5万股 | +1.4万股+15.84% | 加仓 |
| OORMAT TECHNOLOGIESORA |
| 0.85% | 1.02% | $2,788.0万 | 2,015.0万股 | $2,606.9万 | 2,015.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.82% | 0.66% | $2,684.6万 | 3.6万股 | $1,683.3万 | 2.6万股 | +9,995股+38.46% | 加仓 |
 VanEck ETF信托SMH |
| 0.74% | 0.53% | $2,437.9万 | 3.7万股 | $1,358.9万 | 3.5万股 | +1,723股+4.86% | 加仓 |
| V先锋领航指数基金VOO |
| 0.68% | 0.97% | $2,231.6万 | 3.2万股 | $2,484.5万 | 4.2万股 | -9,100股-21.88% | 减仓 |
 博通AVGO |
| 0.54% | 0.47% | $1,784.9万 | 4.7万股 | $1,211.4万 | 3.9万股 | +8,112股+20.73% | 加仓 |
 微软MSFT |
| 0.52% | 0.8% | $1,716.4万 | 4.6万股 | $2,045.7万 | 5.5万股 | -9,329股-16.85% | 减仓 |
 英特尔INTC |
| 0.51% | 0.21% | $1,678.5万 | 12.0万股 | $535.3万 | 12.1万股 | -986股-0.81% | 减仓 |
 COGNYTE SOFTWARECGNT |
| 0.5% | 0.59% | $1,628.5万 | 185.5万股 | $1,502.4万 | 185.5万股 | 00.00% | 持仓不变 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.49% | 0.42% | $1,614.7万 | 17.8万股 | $1,078.2万 | 13.5万股 | +4.3万股+32.25% | 加仓 |
 美光科技MU |
| 0.49% | 0.24% | $1,609.1万 | 1.4万股 | $618.5万 | 1.8万股 | -4,380股-23.91% | 减仓 |
 谷歌AGOOGL |
| 0.42% | 0.36% | $1,381.8万 | 3.9万股 | $912.3万 | 3.2万股 | +6,930股+21.84% | 加仓 |
 卡特彼勒CAT |
| 0.41% | 0.36% | $1,352.3万 | 1.3万股 | $930.6万 | 1.3万股 | -504股-3.82% | 减仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.42% | $1,219.6万 | 1.6万股 | $1,063.6万 | 1.6万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.3% | <0.01% | $999.2万 | 8,504股 | $1.5万 | 5,337股 | +3,167股+59.34% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.28% | 0.28% | $920.4万 | 3.2万股 | $724.1万 | 2.9万股 | +3,560股+12.31% | 加仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 0.28% | 1.01% | $911.5万 | 15.6万股 | $2,568.4万 | 50.3万股 | -34.7万股-69.00% | 减仓 |
| GGILAT SATELLITE NETWORKSGILT |
| 0.27% | 0.41% | $898.8万 | 67.8万股 | $1,056.0万 | 71.6万股 | -3.8万股-5.29% | 减仓 |
| GGlobal X基金PAVE |
| 0.27% | 0.27% | $882.5万 | 15.0万股 | $691.5万 | 13.8万股 | +1.2万股+8.96% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.26% | 0.23% | $843.1万 | 5.4万股 | $584.2万 | 4.3万股 | +1.1万股+25.81% | 加仓 |
 沃尔玛WMT |
| 0.23% | 0.28% | $758.6万 | 6.7万股 | $708.3万 | 5.7万股 | +9,962股+17.47% | 加仓 |
 洛克希德马丁LMT |
| 0.23% | 0.21% | $747.2万 | 1.5万股 | $524.9万 | 8,695股 | +5,980股+68.78% | 加仓 |
| GGlobal X基金DAX |
| 0.23% | 0.25% | $742.9万 | 16.8万股 | $625.6万 | 15.0万股 | +1.8万股+12.33% | 加仓 |
 VisaV |
| 0.22% | 0.19% | $719.9万 | 2.1万股 | $475.3万 | 1.6万股 | +5,253股+33.39% | 加仓 |
 CrowdStrikeCRWD |
| 0.22% | 0.17% | $713.3万 | 9,347股 | $433.1万 | 1.1万股 | -1,746股-15.74% | 减仓 |
| SSIMILARWEBSMWB |
| 0.21% | 0.33% | $703.1万 | 114.7万股 | $833.9万 | 115.1万股 | -4,263股-0.37% | 减仓 |
 阿斯麦ASML |
| 0.2% | 0.17% | $648.3万 | 3,259股 | $439.7万 | 3,332股 | -73股-2.19% | 减仓 |
 LEONARDO DRSDRS |
| 0.2% | 0.52% | $640.1万 | 15.0万股 | $1,326.7万 | 29.8万股 | -14.8万股-49.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.22% | $625.6万 | 1.3万股 | $562.8万 | 1.2万股 | +743股+6.31% | 加仓 |
 万事达MA |
| 0.19% | 0.18% | $614.8万 | 1.2万股 | $452.8万 | 9,066股 | +2,905股+32.04% | 加仓 |
