Verde Servicos Internacionais S.A.
SAO PAULO D5 · SEC CIK 0001629290
$2.73亿2026Q2 申报市值
48持仓数
65.4%前十大占比 · 第一大 17.3%
17 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NFLX 新建仓+$1,206.60万
AMD 新建仓+$1,121.70万
V 新建仓+$984.70万
TJX 新建仓+$815.10万
LLY 加仓+$719.62万
2026Q2 卖出最多 按季末市值估算
BABA 清仓-$1,322.10万
IBIT 减仓-$1,084.21万
C 清仓-$906.90万
MDLZ 清仓-$895.40万
MSFT 清仓-$887.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $4,727.10万 | 17.30% | 595,207 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3,124.40万 | 11.43% | 584,327 | 130,800 | 28.8% | $699.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,798.70万 | 6.58% | 89,896 | -23,707 | -20.9% | -$474.35万 | 减仓 |
| AMZN | AMAZON COM INC | $1,451.00万 | 5.31% | 60,879 | -16,162 | -21.0% | -$385.21万 | 减仓 |
| NU | NU HLDGS LTD | $1,248.10万 | 4.57% | 934,210 | 35,800 | 4.0% | $47.83万 | 加仓 |
| NFLX | NETFLIX INC. | $1,206.60万 | 4.42% | 168,998 | 168,998 | — | $1,206.60万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,121.70万 | 4.10% | 19,310 | 19,310 | — | $1,121.70万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,098.90万 | 4.02% | 330,094 | -325,680 | -49.7% | -$1,084.21万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,059.50万 | 3.88% | 22,185 | -17,486 | -44.1% | -$835.09万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1,042.40万 | 3.81% | 38,532 | -17,152 | -30.8% | -$464.01万 | 减仓 |
| V | VISA INC | $984.70万 | 3.60% | 28,700 | 28,700 | — | $984.70万 | 新建仓 |
| LLY | ELI LILLY & CO | $959.50万 | 3.51% | 8,000 | 6,000 | 300.0% | $719.62万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $944.50万 | 3.46% | 94,380 | -50,500 | -34.9% | -$505.37万 | 减仓 |
| BA | BOEING CO | $906.60万 | 3.32% | 41,881 | -3,812 | -8.3% | -$82.52万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $890.20万 | 3.26% | 22,386 | 3,398 | 17.9% | $135.12万 | 加仓 |
| TJX | TJX COS INC NEW | $815.10万 | 2.98% | 53,800 | 53,800 | — | $815.10万 | 新建仓 |
| VALE | VALE S A | $560.50万 | 2.05% | 372,700 | 123,100 | 49.3% | $185.13万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $484.40万 | 1.77% | 16,363 | -8,323 | -33.7% | -$246.39万 | 减仓 |
| — | AGI INC | $467.40万 | 1.71% | 660,236 | -124,735 | -15.9% | -$88.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $427.10万 | 1.56% | 3,700 | 3,700 | — | $427.10万 | 新建仓 |
| APP | APPLOVIN CORP | $345.20万 | 1.26% | 6,700 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $270.80万 | 0.99% | 13,500 | 0 | 0.0% | — | 不变 |
| LTM | LATAM AIRLINES GROUP SA | $233.10万 | 0.85% | 40,000 | 22,000 | 122.2% | $128.21万 | 加仓 |
| META | META PLATFORMS INC | $169.00万 | 0.62% | 3,000 | 0 | 0.0% | — | 不变 |
| — | AUNA S A | $158.10万 | 0.58% | 308,208 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $154.30万 | 0.56% | 26,000 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $125.90万 | 0.46% | 20,000 | -25,900 | -56.4% | -$163.04万 | 减仓 |
| — | THE CENTRAL AND EASTERN EU I | $117.10万 | 0.43% | 57,000 | 57,000 | — | $117.10万 | 新建仓 |
| TEO | TELECOM ARGENTINA SA | $66.30万 | 0.24% | 51,000 | -9,000 | -15.0% | -$11.70万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $63.80万 | 0.23% | 10,000 | 2,000 | 25.0% | $12.76万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $63.60万 | 0.23% | 65,000 | 65,000 | — | $63.60万 | 新建仓 |
| EWY | ISHARES INC | $60.60万 | 0.22% | 3,000 | 3,000 | — | $60.60万 | 新建仓 |
| GDX | VANECK ETF TRUST | $56.60万 | 0.21% | 7,500 | 7,500 | — | $56.60万 | 新建仓 |
| IFRX | INFLARX NV | $56.20万 | 0.21% | 251,000 | 251,000 | — | $56.20万 | 新建仓 |
| — | ISHARES INC | $28.80万 | 0.11% | 78,830 | -26,050 | -24.8% | -$9.52万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T | $17.92万 | 0.07% | 240 | 240 | — | $17.92万 | 新建仓 |
| — | INVESCO QQQ TR | $14.62万 | 0.05% | 200 | 200 | — | $14.62万 | 新建仓 |
| — | UNITED STS OIL FD LP | $2.80万 | 0.01% | 2,000 | 800 | 66.7% | $1.12万 | 加仓 |
| — | PETROLEO BRASILEIRO S A | $1.10万 | 0.00% | 9,706 | 6,406 | 194.1% | $7,260 | 加仓 |
| — | MICRON TECHNOLOGY INC | $3,000 | 0.00% | 44 | -158 | -78.2% | -$1.08万 | 减仓 |
| — | ADVANCED MICRO DEVICES INC | $3,000 | 0.00% | 88 | 88 | — | $3,000 | 新建仓 |
| — | ISHARES INC | $3,000 | 0.00% | 200 | 200 | — | $3,000 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $2,000 | 0.00% | 100 | -355,400 | -100.0% | -$710.80万 | 减仓 |
| — | XP INC | $1,000 | 0.00% | 429 | -471 | -52.3% | -$1,098 | 重新持有 |
| — | NETFLIX INC. | $1,000 | 0.00% | 608 | 608 | — | $1,000 | 新建仓 |
| — | GLOBAL X FDS | $1,000 | 0.00% | 500 | 500 | — | $1,000 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -105,377 | -100.0% | -$1,322.10万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -79,966 | -100.0% | -$906.90万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -155,340 | -100.0% | -$895.40万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -23,982 | -100.0% | -$887.70万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -211,142 | -100.0% | -$880.90万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -80,770 | -100.0% | -$474.80万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -168,923 | -100.0% | -$321.60万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$297.40万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -50,000 | -100.0% | -$142.20万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -20,000 | -100.0% | -$93.40万 | 清仓 |
| IRS | IRSA INVERSIONES Y REP S A | $0 | 0.00% | 0 | -40,000 | -100.0% | -$64.80万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$57.60万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -36,000 | -100.0% | -$50.80万 | 清仓 |
| — | META PLATFORMS INC | $0 | 0.00% | 0 | -276 | -100.0% | -$8,000 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -384 | -100.0% | -$4,000 | 清仓 |
| — | TESLA INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,000 | 清仓 |
| — | NU HLDGS LTD | $0 | 0.00% | 0 | -1,661 | -100.0% | — | 清仓 |
| — | AURA MINERALS INC | $0 | 0.00% | 0 | -121 | -100.0% | — | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -2,300 | -100.0% | — | 清仓 |
| — | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -150 | -100.0% | — | 清仓 |
| — | PETROLEO BRASILEIRO S A | $0 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| — | EMBRAER S.A. | $0 | 0.00% | 259 | 259 | — | — | 新建仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |