Navi International - Administradora e Gestora de Recursos Financeiros Ltda.
SAO PAULO D5 · SEC CIK 0002044610
$1.48亿2026Q2 申报市值
12持仓数
99.4%前十大占比 · 第一大 35.9%
4 / 6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
LTM 加仓+$1,779.30万
INTR 新建仓+$1,326.66万
PBR/A 加仓+$462.73万
AXIAY 加仓+$221.77万
MELI 加仓+$160.40万
2026Q2 卖出最多 按季末市值估算
NU 清仓-$5,760.24万
STNE 清仓-$2,884.86万
XP 减仓-$1,367.41万
PBR 清仓-$553.87万
CENTRAIS ELET BR 清仓-$239.22万
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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $5,304.51万 | 35.87% | 31,251 | 945 | 3.1% | $160.40万 | 加仓 |
| XP | XP INC | $2,988.56万 | 20.21% | 1,837,985 | -840,965 | -31.4% | -$1,367.41万 | 减仓 |
| LTM | LATAM AIRLINES GROUP SA | $1,899.64万 | 12.85% | 326,007 | 305,355 | 1,478.6% | $1,779.30万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $1,704.40万 | 11.53% | 1,164,207 | 316,070 | 37.3% | $462.73万 | 加仓 |
| INTR | INTER & CO INC | $1,326.66万 | 8.97% | 2,443,213 | 2,443,213 | — | $1,326.66万 | 新建仓 |
| — | ISHARES INC 看涨期权 | $591.67万 | 4.00% | 171,500 | 171,500 | — | $591.67万 | 新建仓 |
| AXIAY | AXIA ENERGIA SA | $305.86万 | 2.07% | 289,639 | 210,012 | 263.7% | $221.77万 | 加仓 |
| SUZ | SUZANO S A | $276.37万 | 1.87% | 356,146 | -11 | -0.0% | -$85 | 减仓 |
| GGB | GERDAU SA | $222.20万 | 1.50% | 550,000 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $77.89万 | 0.53% | 51,789 | 51,789 | — | $77.89万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $62.63万 | 0.42% | 76,663 | 52,365 | 215.5% | $42.78万 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $27.05万 | 0.18% | 128,695 | 128,695 | — | $27.05万 | 新建仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -4,008,517 | -100.0% | -$5,760.24万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -2,043,105 | -100.0% | -$2,884.86万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -266,925 | -100.0% | -$553.87万 | 清仓 |
| — | CENTRAIS ELET BRAS SA | $0 | 0.00% | 0 | -190,920 | -100.0% | -$239.22万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -11,923 | -100.0% | -$70.75万 | 清仓 |
| BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | -56,096 | -100.0% | -$20.48万 | 清仓 |