Ameliora Wealth Management Ltd.
ZURICH V8 · SEC CIK 0001910168
$3.14亿2026Q1 申报市值
232持仓数
52.0%前十大占比 · 第一大 7.6%
13 / 7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
IGSB 加仓+$1,206.27万
SDVY 加仓+$683.40万
IGIB 加仓+$374.51万
FLRN 加仓+$317.09万
SOFI 新建仓+$158.80万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$749.50万
IGEB 减仓-$651.36万
SGOL 减仓-$522.96万
IWY 减仓-$500.67万
SLV 减仓-$393.60万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $6.67万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6.95万 | 0.02% | 830 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $7.08万 | 0.02% | 550 | -234 | -29.8% | -$3.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $7.28万 | 0.02% | 190 | 190 | — | $7.28万 | 新建仓 |
| NOW | SERVICENOW INC | $7.42万 | 0.02% | 710 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $8.27万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $8.35万 | 0.03% | 595 | -131 | -18.0% | -$1.84万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $8.38万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $8.91万 | 0.03% | 591 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $9.03万 | 0.03% | 2,145 | 2,145 | — | $9.03万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $9.07万 | 0.03% | 150 | 150 | — | $9.07万 | 新建仓 |
| BOX | BOX INC | $9.46万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $9.46万 | 0.03% | 265 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $9.59万 | 0.03% | 3,308 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $10.03万 | 0.03% | 1,080 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $10.34万 | 0.03% | 1,440 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $10.53万 | 0.03% | 25 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $10.63万 | 0.03% | 1,443 | 0 | 0.0% | — | 不变 |
| — | LEGG MASON ETF INVT | $10.80万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $10.89万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $10.89万 | 0.03% | 63 | -8 | -11.3% | -$1.38万 | 减仓 |
| — | TIDAL TRUST II | $11.13万 | 0.04% | 2,000 | 2,000 | — | $11.13万 | 新建仓 |
| KLAC | KLA CORP | $11.54万 | 0.04% | 95 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $11.91万 | 0.04% | 724 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $12.45万 | 0.04% | 1,055 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $12.81万 | 0.04% | 2,256 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $13.72万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $13.84万 | 0.04% | 2,260 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $14.02万 | 0.04% | 1,715 | -290 | -14.5% | -$2.37万 | 减仓 |
| SHY | ISHARES TR | $14.28万 | 0.05% | 1,730 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $14.71万 | 0.05% | 170 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $15.29万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $16.00万 | 0.05% | 1,720 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $16.08万 | 0.05% | 1,475 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $17.11万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $17.40万 | 0.06% | 1,060 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $17.73万 | 0.06% | 2,100 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $18.62万 | 0.06% | 700 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $18.76万 | 0.06% | 310 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $20.33万 | 0.06% | 4,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $21.09万 | 0.07% | 1,460 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $22.32万 | 0.07% | 14,101 | 14,101 | — | $22.32万 | 新建仓 |
| TSLA | TESLA INC | $22.53万 | 0.07% | 606 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $22.88万 | 0.07% | 4,400 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $23.16万 | 0.07% | 3,730 | 300 | 8.7% | $1.86万 | 加仓 |
| CAT | CATERPILLAR INC | $24.23万 | 0.08% | 342 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $24.55万 | 0.08% | 1,190 | -179 | -13.1% | -$3.69万 | 减仓 |
| COPX | GLOBAL X FDS | $24.81万 | 0.08% | 3,250 | 3,250 | — | $24.81万 | 新建仓 |
| PEP | PEPSICO INC | $25.06万 | 0.08% | 1,614 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $25.19万 | 0.08% | 792 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $27.83万 | 0.09% | 1,404 | 38 | 2.8% | $7,533 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.89万 | 0.09% | 740 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $30.04万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $31.66万 | 0.10% | 3,100 | -1,250 | -28.7% | -$12.77万 | 减仓 |
| INTC | INTEL CORP | $32.21万 | 0.10% | 7,300 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $32.25万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $32.75万 | 0.10% | 6,717 | -1,300 | -16.2% | -$6.34万 | 减仓 |
| WFC | WELLS FARGO & CO | $34.18万 | 0.11% | 4,294 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.33万 | 0.11% | 1,789 | -7 | -0.4% | -$1,343 | 减仓 |
| AQLT | ISHARES TR | $35.92万 | 0.11% | 12,997 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $36.82万 | 0.12% | 4,450 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $38.07万 | 0.12% | 8,130 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.37万 | 0.13% | 1,197 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.85万 | 0.13% | 1,959 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.08万 | 0.13% | 7,600 | 2,600 | 52.0% | $14.05万 | 加仓 |
| SPGI | S&P GLOBAL INC | $42.83万 | 0.14% | 1,007 | -82 | -7.5% | -$3.49万 | 减仓 |
| LOW | LOWES COS INC | $43.33万 | 0.14% | 1,834 | 45 | 2.5% | $1.06万 | 加仓 |
| ATMP | BARCLAYS BANK PLC | $45.34万 | 0.14% | 13,159 | -3,848 | -22.6% | -$13.26万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $47.09万 | 0.15% | 958 | -72 | -7.0% | -$3.54万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.25万 | 0.15% | 1,025 | -77 | -7.0% | -$3.55万 | 减仓 |
| EAGG | ISHARES TR | $47.55万 | 0.15% | 10,000 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $47.63万 | 0.15% | 17,600 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $48.80万 | 0.16% | 5,063 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $49.37万 | 0.16% | 10,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $52.21万 | 0.17% | 3,549 | -269 | -7.0% | -$3.96万 | 减仓 |
| GEV | GE VERNOVA INC | $53.25万 | 0.17% | 610 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $53.90万 | 0.17% | 7,982 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $55.43万 | 0.18% | 5,765 | -275 | -4.6% | -$2.64万 | 减仓 |
| RIO | RIO TINTO PLC | $60.45万 | 0.19% | 6,480 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $60.48万 | 0.19% | 2,923 | 749 | 34.5% | $15.50万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.58万 | 0.19% | 608 | -58 | -8.7% | -$5.78万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $62.05万 | 0.20% | 9,252 | -703 | -7.1% | -$4.72万 | 减仓 |
| FLOT | ISHARES TR | $62.21万 | 0.20% | 12,210 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.78万 | 0.20% | 1,310 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $64.68万 | 0.21% | 3,250 | -1,250 | -27.8% | -$24.88万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.61万 | 0.21% | 17,337 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.75万 | 0.21% | 1,975 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $81.45万 | 0.26% | 2,411 | 400 | 19.9% | $13.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $82.31万 | 0.26% | 5,134 | -203 | -3.8% | -$3.25万 | 减仓 |
| ITA | ISHARES TR | $92.07万 | 0.29% | 4,210 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $106.61万 | 0.34% | 11,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $108.24万 | 0.35% | 4,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $108.42万 | 0.35% | 1,895 | -204 | -9.7% | -$11.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $110.20万 | 0.35% | 12,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $111.35万 | 0.35% | 6,563 | 592 | 9.9% | $10.04万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $112.46万 | 0.36% | 27,767 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $114.76万 | 0.37% | 1,920 | -390 | -16.9% | -$23.31万 | 减仓 |
| LLY | ELI LILLY & CO | $118.65万 | 0.38% | 1,290 | -37 | -2.8% | -$3.40万 | 减仓 |
| GE | GE AEROSPACE | $123.64万 | 0.39% | 4,357 | -169 | -3.7% | -$4.80万 | 减仓 |
| PWR | QUANTA SVCS INC | $133.30万 | 0.42% | 2,428 | -29 | -1.2% | -$1.59万 | 减仓 |