首页 › 机构 › AMS Capital Ltda
AMS Capital Ltda
特别关注No.5881 数据截至 2026Q2环比变动 Q1 2026
+$3,341.0万+13.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
| IiShares安硕信托IVV |
| 16.91% | 18.34% | $4,920.4万 | 6.6万股 | $4,722.8万 | 7.2万股 | -6,600股-9.13% | 减仓 |
 亚马逊AMZN |
| 12.25% | 8.09% | $3,563.4万 | 15.0万股 | $2,083.1万 | 9.8万股 | +5.2万股+53.14% | 加仓 |
 英伟达NVDA |
| 11.91% | 2.49% | $3,465.2万 | 17.3万股 | $642.0万 | 3.7万股 | +13.6万股+370.47% | 加仓 |
 台积电TSM |
| 10.05% | — | $2,923.2万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 谷歌AGOOGL |
| 9.89% | 12.69% | $2,877.3万 | 8.1万股 | $3,267.0万 | 11.1万股 | -3.1万股-27.77% | 减仓 |
 NubankNU |
| 7.69% | 14.91% | $2,236.4万 | 167.4万股 | $3,839.9万 | 267.2万股 | -99.8万股-37.35% | 减仓 |
 微软MSFT |
| 6.48% | 3.97% | $1,886.3万 | 5.1万股 | $1,022.9万 | 2.8万股 | +2.3万股+83.00% | 加仓 |
 VisaV |
| 5.53% | 6.58% | $1,607.6万 | 4.7万股 | $1,695.3万 | 5.6万股 | -9,234股-16.46% | 减仓 |
 Meta平台META |
| 4.55% | 6.68% | $1,322.9万 | 2.3万股 | $1,720.2万 | 3.0万股 | -6,582股-21.89% | 减仓 |
 MERCADOLIBRE COMMELI |
| 4.47% | 7.35% | $1,300.0万 | 7,659股 | $1,893.1万 | 1.1万股 | -3,290股-30.05% | 减仓 |
 博通AVGO |
| 3.74% | — | $1,089.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| SSEA SPONSORD ADSSE |
| 2.94% | 3.21% | $855.2万 | 8.9万股 | $825.8万 | 10.0万股 | -1.0万股-10.51% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 2.8% | 4.64% | $814.8万 | 46.9万股 | $1,195.5万 | 63.3万股 | -16.4万股-25.92% | 减仓 |
| EEMBRAER S.AFGM |
| 0.78% | 4.66% | $227.9万 | 3.6万股 | $1,200.1万 | 20.2万股 | -16.7万股-82.34% | 减仓 |
