MELI
MERCADOLIBRE INC
-23.47 (-1.28%)1,816.2USD244K成交股數92.1B市值49.4本益比(近四季)3.8股價營收比+46.9%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 1.2M · 0.00 |
| 近 180 天 淨額 | 1.2M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | 06-12 | Sanders Richard A | Director | A 獲配股票 | 94 | – | – | 508 | SEC |
| 2026-06-12 | 06-12 | Aguzin Alejandro Nicolas | Director | A 獲配股票 | 94 | – | – | 5.4K | SEC |
| 2026-06-12 | 06-12 | Lawson Martin R | Director | A 獲配股票 | 94 | – | – | 4.2K | SEC |
| 2026-06-11 | 06-15 | Melamud Marcelo | SVP - Chief Accounting Officer | P 公開市場買進 | 125 | 1,604.6 | 200K | 237 | SEC |
| 2026-06-10 | 06-12 | Tolda Stelleo | Director | G 贈與 | 250 | – | – | 75.6K | SEC |
| 2026-05-22 | 05-26 | Aguzin Alejandro Nicolas | Director | P 公開市場買進 | 505 | 1,656.1 | 836K | 5.4K | SEC |
| 2026-05-22 | 05-26 | Aguzin Alejandro Nicolas | Director | P 公開市場買進 | 95 | 1,655.0 | 157K | 4.8K | SEC |
| 2026-02-27 | 03-02 | Melamud Marcelo | SVP - Chief Accounting Officer | P 公開市場買進 | 57 | 1,755.8 | 100K | 112 | SEC |
| 2025-12-12 | 12-15 | Dubugras Henrique Vasoncelos | Director | S 公開市場賣出 | 845 | 2,028.1 | 1.7M | 0 | SEC |
| 2025-12-11 | 12-12 | Calemzuk Emiliano | Director | S 公開市場賣出 | 45 | 2,027.4 | 91K | 257 | SEC |
| 2025-12-09 | 12-11 | Tolda Stelleo | Director | S 公開市場賣出 | 246 | 2,047.9 | 504K | 0 | SEC |
| 2025-08-07 | 08-08 | Sanders Richard A | Director | A 獲配股票 | 64 | – | – | 414 | SEC |
| 2025-08-07 | 08-08 | Calemzuk Emiliano | Director | A 獲配股票 | 64 | – | – | 302 | SEC |
| 2025-08-07 | 08-08 | Aguzin Alejandro Nicolas | Director | A 獲配股票 | 64 | – | – | 4.8K | SEC |
| 2025-08-07 | 08-08 | Tolda Stelleo | Director | A 獲配股票 | 8 | – | – | 2.0K | SEC |
| 2025-08-07 | 08-08 | Lawson Martin R | Director | A 獲配股票 | 64 | – | – | 4.1K | SEC |
| 2024-11-29 | 12-02 | Calemzuk Emiliano | Director | S 公開市場賣出 | 50 | 1,985.0 | 99K | 238 | SEC |
| 2024-08-15 | 08-27 | Osvaldo Gimenez | Fintech President | J 其他 | 17 | – | – | 17 | SEC |
| 2024-08-15 | 08-19 | Galperin Marcos | Chairman of the Board | J 其他 | 35 | – | – | 35 | SEC |
| 2024-08-15 | 08-16 | SEGAL SUSAN | Director | J 其他 | 6 | – | – | 725 | SEC |
| 2024-06-12 | 06-13 | Aguzin Alejandro Nicolas | Director | A 獲配股票 | 75 | – | – | 4.7K | SEC |
| 2024-06-12 | 06-13 | Petroni Merhy Andrea Mayumi | Director | A 獲配股票 | 75 | – | – | 288 | SEC |
| 2024-06-12 | 06-13 | SEGAL SUSAN | Director | A 獲配股票 | 75 | – | – | 719 | SEC |
| 2024-06-12 | 06-13 | Vazquez Mario | Director | A 獲配股票 | 75 | – | – | 3.0K | SEC |
| 2024-06-12 | 06-13 | Sanders Richard A | Director | A 獲配股票 | 75 | – | – | 350 | SEC |
| 2024-06-12 | 06-13 | Dubugras Henrique Vasoncelos | Director | A 獲配股票 | 75 | – | – | 376 | SEC |
| 2024-06-12 | 06-13 | Calemzuk Emiliano | Director | A 獲配股票 | 75 | – | – | 288 | SEC |
| 2023-06-12 | 06-13 | Dubugras Henrique Vasoncelos | Director | A 獲配股票 | 98 | – | – | 301 | SEC |
| 2023-06-12 | 06-13 | Petroni Merhy Andrea Mayumi | Director | A 獲配股票 | 98 | – | – | 213 | SEC |
| 2023-06-12 | 06-13 | Vazquez Mario | Director | A 獲配股票 | 98 | – | – | 3.0K | SEC |
| 2023-06-12 | 06-13 | Calemzuk Emiliano | Director | A 獲配股票 | 98 | – | – | 213 | SEC |
| 2023-06-12 | 06-13 | SEGAL SUSAN | Director | A 獲配股票 | 98 | – | – | 644 | SEC |
| 2023-06-12 | 06-13 | Aguzin Alejandro Nicolas | Director | A 獲配股票 | 98 | – | – | 4.6K | SEC |
| 2023-06-12 | 06-13 | Sanders Richard A | Director | A 獲配股票 | 98 | – | – | 275 | SEC |
| 2023-03-30 | 04-07 | SEGAL SUSAN | Director | J 其他 | 28 | – | – | 546 | SEC |
| 2023-03-08 | 03-09 | de la Serna Juan Martin | Executive VP Corporate Affairs | S 公開市場賣出 | 150 | 1,250.0 | 188K | 200 | SEC |
| 2023-03-07 | 03-09 | de la Serna Juan Martin | Executive VP Corporate Affairs | S 公開市場賣出 | 150 | 1,265.0 | 190K | 350 | SEC |
| 2023-03-07 | 03-08 | Calemzuk Emiliano | Director | S 公開市場賣出 | 150 | 1,256.0 | 188K | 115 | SEC |
| 2022-08-08 | 08-09 | SEGAL SUSAN | Director | D 處分 | 115 | – | – | 518 | SEC |
| 2022-08-08 | 08-09 | Director | A 獲配股票 | 115 | – | – | 203 | SEC | |
| 2022-08-08 | 08-09 | Vazquez Mario | Director | A 獲配股票 | 115 | – | – | 2.9K | SEC |
| 2022-08-08 | 08-09 | Petroni Merhy Andrea Mayumi | Director | A 獲配股票 | 115 | – | – | 115 | SEC |
| 2022-08-08 | 08-09 | Aguzin Alejandro Nicolas | Director | A 獲配股票 | 115 | – | – | 4.5K | SEC |
| 2022-08-08 | 08-09 | Calemzuk Emiliano | Director | A 獲配股票 | 115 | – | – | 265 | SEC |
| 2022-08-08 | 08-09 | Sanders Richard A | Director | A 獲配股票 | 115 | – | – | 177 | SEC |
| 2022-06-13 | 06-14 | Sanders Richard A | Director | A 獲配股票 | 62 | – | – | 62 | SEC |
| 2022-03-14 | 03-15 | Melamud Marcelo | SVP - Chief Accounting Officer | P 公開市場買進 | 55 | 881.82 | 49K | 55 | SEC |
| 2022-03-11 | 03-11 | de la Serna Juan Martin | Executive VP Corporate Affairs | P 公開市場買進 | 50 | 931.00 | 47K | 500 | SEC |
| 2022-03-10 | 03-11 | de la Serna Juan Martin | Executive VP Corporate Affairs | P 公開市場買進 | 65 | 928.64 | 60K | 450 | SEC |
| 2022-03-09 | 03-11 | de la Serna Juan Martin | Executive VP Corporate Affairs | P 公開市場買進 | 100 | 939.00 | 94K | 385 | SEC |
| 2022-03-07 | 03-08 | Calemzuk Emiliano | Director | S 公開市場賣出 | 75 | 1,008.6 | 76K | 150 | SEC |
| 2021-08-18 | 08-23 | Dubugras Henrique Vasoncelos | Director | P 公開市場買進 | 300 | 1,779.8 | 534K | 300 | SEC |
| 2021-08-18 | 08-23 | Dubugras Henrique Vasoncelos | Director | P 公開市場買進 | 400 | 1,784.7 | 714K | 700 | SEC |
| 2021-08-18 | 08-23 | Dubugras Henrique Vasoncelos | Director | P 公開市場買進 | 100 | 1,787.6 | 179K | 845 | SEC |
| 2021-08-18 | 08-23 | Dubugras Henrique Vasoncelos | Director | P 公開市場買進 | 45 | 1,785.4 | 80K | 745 | SEC |
| 2021-08-16 | 08-17 | Calemzuk Emiliano | Director | S 公開市場賣出 | 178 | 1,850.0 | 329K | 225 | SEC |
| 2021-06-10 | 06-14 | Sallouti Roberto Balls | Director | A 獲配股票 | 88 | – | – | 403 | SEC |
| 2021-06-10 | 06-14 | Dubugras Henrique Vasoncelos | Director | A 獲配股票 | 88 | – | – | 88 | SEC |
| 2021-06-10 | 06-14 | Aguzin Alejandro Nicolas | Director | A 獲配股票 | 88 | – | – | 4.4K | SEC |
| 2021-06-10 | 06-14 | Vazquez Mario | Director | A 獲配股票 | 88 | – | – | 2.8K | SEC |
| 2021-06-10 | 06-14 | SEGAL SUSAN | Director | A 獲配股票 | 88 | – | – | 403 | SEC |
| 2021-06-10 | 06-14 | Calemzuk Emiliano | Director | A 獲配股票 | 88 | – | – | 403 | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 6 | 1,229.6 | 7K | 4.3K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 300 | 1,222.0 | 367K | 4.5K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 300 | 1,220.7 | 366K | 4.8K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 600 | 1,218.7 | 731K | 5.1K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 400 | 1,215.6 | 486K | 6.1K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 400 | 1,214.8 | 486K | 6.5K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 585 | 1,213.4 | 710K | 6.9K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 459 | 1,211.9 | 556K | 7.5K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 663 | 1,210.7 | 803K | 8.0K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 300 | 1,209.4 | 363K | 8.6K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 587 | 1,208.6 | 709K | 8.9K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 400 | 1,217.5 | 487K | 5.7K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 100 | 1,207.0 | 121K | 9.5K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 100 | 1,205.5 | 121K | 9.6K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 200 | 1,204.3 | 241K | 9.7K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 200 | 1,223.9 | 245K | 4.3K | SEC |
| 2020-08-19 | 08-21 | Aguzin Alejandro Nicolas | Director | S 公開市場賣出 | 400 | 1,203.7 | 481K | 9.9K | SEC |
| 2020-08-13 | 08-17 | Calemzuk Emiliano | Director | S 公開市場賣出 | 120 | 1,128.5 | 135K | 315 | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Capital Research Global Investors | 3.1M | 5.3B | 新進 | 新進 |
| BAILLIE GIFFORD & CO | 3.0M | 5.2B | 新進 | 新進 |
| Capital International Investors | 1.9M | 3.2B | 新進 | 新進 |
| Capital World Investors | 1.8M | 3.0B | 新進 | 新進 |
| MORGAN STANLEY | 1.5M | 2.5B | 新進 | 新進 |
| Invesco Ltd. | 1.5M | 2.5B | 新進 | 新進 |
| EAGLE CAPITAL MANAGEMENT LLC | 1.4M | 2.4B | 新進 | 新進 |
| BlackRock, Inc. | 1.3M | 2.2B | 新進 | 新進 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 658K | 1.1B | 新進 | 新進 |
| Linonia Partnership LP | 554K | 940M | 新進 | 新進 |
| Jupiter Topco LLC | 540K | 917M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 534K | 906M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 518K | 873M | 新進 | 新進 |
| GENERATION INVESTMENT MANAGEMENT LLP | 473K | 802M | 新進 | 新進 |
| STATE STREET CORP | 460K | 780M | 新進 | 新進 |
| SANDS CAPITAL MANAGEMENT, LLC | 378K | 642M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 347K | 590M | 新進 | 新進 |
| Durable Capital Partners LP | 309K | 524M | 新進 | 新進 |
| Foxhaven Asset Management, LP | 306K | 520M | 新進 | 新進 |
| D1 Capital Partners L.P. | 277K | 471M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 273K | 463M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 256K | 435M | 新進 | 新進 |
| Legal & General Group Plc | 253K | 429M | 新進 | 新進 |
| UBS Group AG | 238K | 404M | 新進 | 新進 |
| HSBC HOLDINGS PLC | 226K | 382M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 1,450 -9 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 1450 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 39.6M · 78.1% |
| 合計季末市值 | 62.5B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 826K |
|---|---|
| 與上期比 | -6.7% |
| 佔流通股數 | 1.63% |
| 日均成交量 | 422K |
| 回補天數 | 2.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 826K | -6.7% | 1.63% | 422K | 2.0 |
| 2026-08-14 | 886K | +9.4% | 1.75% | 552K | 1.6 |
| 2026-07-31 | 809K | -16.3% | 1.60% | 320K | 2.5 |
| 2026-07-15 | 967K | -3.5% | 1.91% | 397K | 2.4 |
| 2026-06-30 | 1.0M | +6.3% | 1.98% | 478K | 2.1 |
| 2026-06-15 | 943K | -14.7% | 1.86% | 520K | 1.8 |
| 2026-05-29 | 1.1M | +6.4% | 2.18% | 547K | 2.0 |
| 2026-05-15 | 1.0M | +16.0% | 2.05% | 932K | 1.1 |
| 2026-04-30 | 894K | -12.5% | 1.76% | 338K | 2.7 |
| 2026-04-15 | 1.0M | -1.3% | 2.02% | 399K | 2.6 |
| 2026-03-31 | 1.0M | -2.6% | 2.04% | 461K | 2.3 |
| 2026-03-13 | 1.1M | +19.3% | 2.10% | 647K | 1.6 |
| 2026-02-27 | 891K | +14.8% | 1.76% | 640K | 1.4 |
| 2026-02-13 | 776K | +2.8% | 1.53% | 553K | 1.4 |
| 2026-01-30 | 755K | -24.9% | 1.49% | 582K | 1.3 |
| 2026-01-15 | 1.0M | +10.3% | 1.98% | 522K | 1.9 |
| 2025-12-31 | 911K | +14.4% | 1.80% | 415K | 2.2 |
| 2025-12-15 | 797K | +13.3% | 1.57% | 539K | 1.5 |
| 2025-11-28 | 703K | -13.9% | 1.39% | 572K | 1.2 |
| 2025-11-14 | 817K | +40.5% | 1.61% | 558K | 1.5 |
| 2025-10-31 | 581K | +5.6% | 1.15% | 531K | 1.1 |
| 2025-10-15 | 550K | -25.3% | 1.09% | 608K | 1.0 |
| 2025-09-30 | 737K | -13.8% | 1.45% | 388K | 1.9 |
| 2025-09-15 | 855K | +0.1% | 1.69% | 415K | 2.1 |
| 2025-08-29 | 854K | +4.5% | 1.68% | 298K | 2.9 |
| 2025-08-15 | 817K | +19.6% | 1.61% | 459K | 1.8 |