MISHPACHA HOLDINGS CORP
Rio de Janeiro D5 · SEC CIK 0002111655
$1.23亿2026Q1 申报市值
3持仓数
100.0%前十大占比 · 第一大 51.0%
1 / 10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
MU 加仓+$4,504.02万
NVDA 加仓+$2,510.28万
EWY 新建仓+$1,465.07万
2026Q1 卖出最多 按季末市值估算
GOOGL 清仓-$1,830.20万
GOOG 清仓-$1,760.73万
BAC 清仓-$917.59万
CCL 清仓-$807.10万
AMZN 清仓-$802.95万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CLASS A COMMON STOCK | $0 | 0.00% | 0 | -58,473 | -100.0% | -$1,830.20万 | 清仓 |
| GOOG | ALPHABET INC CLASS C CAPITAL STOCK | $0 | 0.00% | 0 | -56,110 | -100.0% | -$1,760.73万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -166,834 | -100.0% | -$917.59万 | 清仓 |
| CCL | CARNIVAL CORP COMMON PAIRED STOCK | $0 | 0.00% | 0 | -264,275 | -100.0% | -$807.10万 | 清仓 |
| AMZN | AMAZON.COM INC | $0 | 0.00% | 0 | -34,787 | -100.0% | -$802.95万 | 清仓 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $0 | 0.00% | 0 | -10,461 | -100.0% | -$690.52万 | 清仓 |
| TSLA | TESLA INC COMMON STOCK | $0 | 0.00% | 0 | -11,704 | -100.0% | -$526.35万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM | $0 | 0.00% | 0 | -16,093 | -100.0% | -$489.05万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -1,000 | -100.0% | -$48.73万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO 看涨期权 | $0 | 0.00% | 0 | -12,000 | -100.0% | -$8.46万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $1,465.07万 | 11.91% | 119,102 | 119,102 | — | $1,465.07万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $4,568.04万 | 37.12% | 135,213 | 133,318 | 7,035.3% | $4,504.02万 | 加仓 |
| NVDA | NVIDIA CORP | $6,272.30万 | 50.97% | 359,650 | 143,938 | 66.7% | $2,510.28万 | 加仓 |