Verde Servicos Internacionais S.A.
SAO PAULO D5 · SEC CIK 0001629290
$3.26亿2026Q1 申报市值
50持仓数
65.4%前十大占比 · 第一大 16.9%
22 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SLV 新建仓+$3,090.30万
GLDM 加仓+$2,121.41万
CCEP 新建仓+$1,313.60万
PBR 新建仓+$737.70万
NU 加仓+$581.13万
2026Q1 卖出最多 按季末市值估算
IBIT 减仓-$2,579.50万
GOOG 清仓-$986.20万
UNP 清仓-$956.10万
META 重新持有-$932.07万
FTAI 减仓-$761.46万
2026Q1 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 | $5,517.00万 | 16.90% | 595,207 | 228,870 | 62.5% | $2,121.41万 | 加仓 |
| SLV | ISHARES SILVER TR | $3,090.30万 | 9.47% | 453,527 | 453,527 | — | $3,090.30万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,519.50万 | 7.72% | 655,774 | -671,392 | -50.6% | -$2,579.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,981.20万 | 6.07% | 113,603 | 10,316 | 10.0% | $179.91万 | 加仓 |
| AMZN | AMAZON COM INC | $1,604.50万 | 4.92% | 77,041 | 803 | 1.1% | $16.72万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,364.30万 | 4.18% | 55,684 | -31,079 | -35.8% | -$761.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,340.70万 | 4.11% | 39,671 | -8,232 | -17.2% | -$278.20万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,322.10万 | 4.05% | 105,377 | 15,805 | 17.6% | $198.30万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,313.60万 | 4.02% | 144,880 | 144,880 | — | $1,313.60万 | 新建仓 |
| NU | NU HLDGS LTD | $1,291.00万 | 3.96% | 898,410 | 404,410 | 81.9% | $581.13万 | 加仓 |
| BA | BOEING CO | $909.40万 | 2.79% | 45,693 | 141 | 0.3% | $2.81万 | 重新持有 |
| C | CITIGROUP INC | $906.90万 | 2.78% | 79,966 | -1,199 | -1.5% | -$13.60万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $895.40万 | 2.74% | 155,340 | -93,082 | -37.5% | -$536.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $887.70万 | 2.72% | 23,982 | -14,877 | -38.3% | -$550.68万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $885.70万 | 2.71% | 24,686 | -6,666 | -21.3% | -$239.17万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $880.90万 | 2.70% | 211,142 | -105,463 | -33.3% | -$440.00万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $875.30万 | 2.68% | 18,988 | 2,542 | 15.5% | $117.18万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $737.70万 | 2.26% | 355,500 | 355,500 | — | $737.70万 | 新建仓 |
| — | AGI INC | $570.70万 | 1.75% | 784,971 | 784,971 | — | $570.70万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $474.80万 | 1.45% | 80,770 | 80,770 | — | $474.80万 | 新建仓 |
| VALE | VALE S A | $397.10万 | 1.22% | 249,600 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $374.50万 | 1.15% | 45,900 | 45,900 | — | $374.50万 | 新建仓 |
| XP | XP INC | $321.60万 | 0.99% | 168,923 | 139,663 | 477.3% | $265.89万 | 重新持有 |
| TSLA | TESLA INC | $297.40万 | 0.91% | 8,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $266.70万 | 0.82% | 6,700 | 6,700 | — | $266.70万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $246.30万 | 0.75% | 13,500 | -29,906 | -68.9% | -$545.62万 | 减仓 |
| LLY | ELI LILLY & CO | $184.00万 | 0.56% | 2,000 | 2,000 | — | $184.00万 | 新建仓 |
| META | META PLATFORMS INC | $171.60万 | 0.53% | 3,000 | -16,295 | -84.5% | -$932.07万 | 重新持有 |
| — | AUNA S A | $169.80万 | 0.52% | 308,208 | -15,000 | -4.6% | -$8.26万 | 减仓 |
| KWEB | KRANESHARES TRUST | $142.20万 | 0.44% | 50,000 | 50,000 | — | $142.20万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $132.10万 | 0.40% | 26,000 | 0 | 0.0% | — | 不变 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $93.40万 | 0.29% | 20,000 | 20,000 | — | $93.40万 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $89.00万 | 0.27% | 18,000 | 3,000 | 20.0% | $14.83万 | 重新持有 |
| — | ISHARES INC | $79.60万 | 0.24% | 104,880 | 1,000 | 1.0% | $7,590 | 加仓 |
| TEO | TELECOM ARGENTINA SA | $70.10万 | 0.21% | 60,000 | 60,000 | — | $70.10万 | 新建仓 |
| IRS | IRSA INVERSIONES Y REP S A | $64.80万 | 0.20% | 40,000 | 40,000 | — | $64.80万 | 新建仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $60.40万 | 0.19% | 8,000 | 8,000 | — | $60.40万 | 新建仓 |
| EWZ | ISHARES INC | $57.60万 | 0.18% | 15,000 | -33,000 | -68.8% | -$126.72万 | 减仓 |
| STNE | STONECO LTD | $50.80万 | 0.16% | 36,000 | 36,000 | — | $50.80万 | 新建仓 |
| — | PETROLEO BRASILEIRO S A | $2.50万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| — | META PLATFORMS INC | $8,000 | 0.00% | 276 | 276 | — | $8,000 | 新建仓 |
| — | ISHARES TR | $4,000 | 0.00% | 384 | 384 | — | $4,000 | 新建仓 |
| — | TESLA INC | $1,000 | 0.00% | 100 | 100 | — | $1,000 | 新建仓 |
| — | UNITED STS OIL FD LP | $1,000 | 0.00% | 1,200 | 1,200 | — | $1,000 | 新建仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -31,429 | -100.0% | -$986.20万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -41,334 | -100.0% | -$956.10万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -18,900 | -100.0% | -$455.80万 | 清仓 |
| — | NVIDIA CORPORATION | $0 | 0.00% | 0 | -529 | -100.0% | -$82.52万 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | -12,172 | -100.0% | -$69.60万 | 清仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1,000 | 清仓 |
| — | EVE HLDG INC | $0 | 0.00% | 0 | -1,200 | -100.0% | — | 清仓 |
| — | PETROLEO BRASILEIRO S A | $0 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| — | NU HLDGS LTD | $0 | 0.00% | 1,661 | -131 | -7.3% | — | 减仓 |
| — | XP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AURA MINERALS INC | $0 | 0.00% | 121 | 121 | — | — | 新建仓 |
| — | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 150 | 150 | — | — | 新建仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 2,300 | 2,300 | — | — | 新建仓 |
| — | MICRON TECHNOLOGY INC | $0 | 0.00% | 202 | 202 | — | — | 新建仓 |