Verde Servicos Internacionais S.A. 13F 持仓 · 2026年Q2
Verde Servicos Internacionais 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 2.73 亿美元。前几大持仓：GLDM（17.32%）、SLV（11.45%）、NVDA（6.59%）。本季前 25 大持仓中：新建仓 5 只、增持 6 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $47.3M | 17.32% | 595,207 | 持平 |
| 2 | SLV | ISHARES SILVER TR | $31.2M | 11.45% | 584,327 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $18.0M | 6.59% | 89,896 | 减持 |
| 4 | AMZN | AMAZON COM INC | $14.5M | 5.32% | 60,879 | 减持 |
| 5 | NU | NU HLDGS LTD | $12.5M | 4.57% | 934,210 | 增持 |
| 6 | NFLX | NETFLIX INC. | $12.1M | 4.42% | 168,998 | 新建仓 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $11.2M | 4.11% | 19,310 | 新建仓 |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | $11.0M | 4.03% | 330,094 | 减持 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.6M | 3.88% | 22,185 | 减持 |
| 10 | FTAI | FTAI AVIATION LTD | $10.4M | 3.82% | 38,532 | 减持 |
| 11 | V | VISA INC | $9.8M | 3.61% | 28,700 | 新建仓 |
| 12 | LLY | ELI LILLY & CO | $9.6M | 3.52% | 8,000 | 增持 |
| 13 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $9.4M | 3.46% | 94,380 | 减持 |
| 14 | BA | BOEING CO | $9.1M | 3.32% | 41,881 | 减持 |
| 15 | ISRG | INTUITIVE SURGICAL INC | $8.9M | 3.26% | 22,386 | 增持 |
| 16 | TJX | TJX COS INC NEW | $8.2M | 2.99% | 53,800 | 新建仓 |
| 17 | VALE | VALE S A | $5.6M | 2.05% | 372,700 | 增持 |
| 18 | DPZ | DOMINOS PIZZA INC | $4.8M | 1.77% | 16,363 | 减持 |
| 19 | AGBK | AGI INC | $4.7M | 1.71% | 660,236 | 减持 |
| 20 | MU | MICRON TECHNOLOGY INC | $4.3M | 1.56% | 3,700 | 新建仓 |
| 21 | APP | APPLOVIN CORP | $3.5M | 1.26% | 6,700 | 持平 |
| 22 | COF | CAPITAL ONE FINL CORP | $2.7M | 0.99% | 13,500 | 持平 |
| 23 | LTM | LATAM AIRLINES GROUP SA | $2.3M | 0.85% | 40,000 | 增持 |
| 24 | META | META PLATFORMS INC | $1.7M | 0.62% | 3,000 | 持平 |
| 25 | AUNA | AUNA S A | $1.6M | 0.58% | 308,208 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR