13F 机构持仓

Turim 21 Investimentos Ltda.

RIO DE JANEIRO D5 · SEC CIK 0001652174

2026Q22026Q1 更早 9 个季度 🔒
$6.74亿2026Q2 申报市值
121持仓数
82.8%前十大占比 · 第一大 23.2%
5 / 4新建仓 / 清仓
申报市值走势$6.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 23.2%
EWZ 13.3%
BMA 7.3%
VANGUARD S&P 5 6.8%
VTWO 6.6%
VALE 5.7%
INVESCO QQQ TR 5.6%
IEMG 5.4%
ISHG 5.3%
AMZN 3.6%

2026Q2 买入最多 按季末市值估算

EWZ 加仓+$8,940.21万
VANGUARD S&P 500 重新持有+$4,539.40万
IEMG 加仓+$3,578.23万
INVESCO QQQ TRUS 加仓+$1,257.03万
XYZ 新建仓+$1,063.02万

2026Q2 卖出最多 按季末市值估算

ERIC 清仓-$755.09万
EMXC 重新持有-$543.00万
AMZN 减仓-$394.60万
GOOG 减仓-$270.79万
VALE 减仓-$200.96万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
SW PAMPA ENERGIA SA-SPON ADR $120.77万0.18%14,705 00.0% — 不变
XOP INVESCO S&P 500 EQUAL WEIGHT $120.92万0.18%5,683 1,00021.4% $21.28万 加仓
DIS WALT DISNEY $136.38万0.20%14,169 00.0% — 不变
SOXX NU HOLDINGS LTD - A $156.99万0.23%2,450 00.0% — 不变
AAPL APPLE INC $201.60万0.30%6,967 00.0% — 不变
GGAL GRUPO FINANCIERO GALICIA-ADR $208.05万0.31%41,586 00.0% — 不变
BIL SPDR BLOOMBERG 1-3 MONTH T-B $213.03万0.32%23,246 00.0% — 不变
URNM SPROTT URANIUM MINERS ETF $251.79万0.37%47,482 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC-CL A $299.54万0.44%4 00.0% — 不变
IBIT ISHARES BITCOIN TRUST $403.45万0.60%121,192 00.0% — 不变
PAGS AFYA LTD-CLASS A $521.21万0.77%351,223 201,605134.7% $299.18万 加仓
XYZ ISHARES MSCI ACWI ETF $1,063.02万1.58%67,721 67,721— $1,063.02万 新建仓
CROX NEXGEN ENERGY LTD $2,099.52万3.12%174,032 50,81741.2% $613.06万 加仓
MSFT MICROSOFT CORP $2,253.00万3.34%60,399 3,1155.4% $116.20万 加仓
GOOG ALPHABET INC-CL C $2,386.32万3.54%67,538 -7,664-10.2% -$270.79万 减仓
AMZN AMAZON.COM, INC $2,422.03万3.60%101,621 -16,556-14.0% -$394.60万 减仓
ISHG ISHARES 1-3 YR INT TREASURY BOND $3,540.83万5.26%476,912 15,9373.5% $118.32万 加仓
IEMG ISHARES CORE MSCI EMERGING $3,635.32万5.40%438,836 431,9456,268.2% $3,578.23万 加仓
— INVESCO QQQ TRUST SERIES 1 $3,790.62万5.63%51,475 17,07049.6% $1,257.03万 加仓
VALE VALE SA-SP ADR $3,828.07万5.68%2,545,258 -133,618-5.0% -$200.96万 减仓
VTWO SPDR GOLD SHARES $4,470.07万6.64%121,344 5,0524.3% $186.11万 加仓
— VANGUARD S&P 500 ETF $4,568.52万6.78%66,518 66,09415,588.2% $4,539.40万 重新持有
BMA SPROTT PHYSICAL URANIUM TRUS CAD $4,893.82万7.26%528,547 00.0% — 不变
EWZ ISHARES MSCI BRAZIL CAPPED ETF $8,979.10万13.33%2,602,639 2,591,36622,987.4% $8,940.21万 加仓
VTI SPDR S&P 500 ETF TRUST $1.56亿23.20%209,279 6,8443.4% $511.09万 加仓