Naman Capital Ltda
Sao Paulo D5 · SEC CIK 0001946136
$3.23亿2026Q2 申报市值
11持仓数
99.8%前十大占比 · 第一大 57.2%
1 / 3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
SPY 加仓+$4,863.19万
SMH 新建仓+$1,105.63万
2026Q2 卖出最多 按季末市值估算
RSP 清仓-$8,213.70万
UGP 减仓-$2,709.13万
BRK/B 清仓-$1,110.64万
BRK/A 清仓-$718.14万
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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -427,975 | -100.0% | -$8,213.70万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -23,177 | -100.0% | -$1,110.64万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -10 | -100.0% | -$718.14万 | 清仓 |
| — | COSAN S A | $78.32万 | 0.24% | 271,941 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A | $267.37万 | 0.83% | 344,547 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $771.22万 | 2.39% | 20,675 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,036.54万 | 3.21% | 30,212 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,086.84万 | 3.36% | 30,760 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $1,105.63万 | 3.42% | 16,857 | 16,857 | — | $1,105.63万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,222.21万 | 3.78% | 34,200 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $1,433.85万 | 4.44% | 71,018 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $3,138.15万 | 9.71% | 451,750 | 0 | 0.0% | — | 不变 |
| UGP | ULTRAPAR PARTICIPACOES SA | $3,679.93万 | 11.39% | 7,330,544 | -5,396,678 | -42.4% | -$2,709.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.85亿 | 57.22% | 247,568 | 65,123 | 35.7% | $4,863.19万 | 加仓 |