13F 机构持仓

Ameliora Wealth Management Ltd.

ZURICH V8 · SEC CIK 0001910168

2026Q22026Q1 更早 9 个季度 🔒
$3.37亿2026Q2 申报市值
229持仓数
50.9%前十大占比 · 第一大 8.2%
11 / 15新建仓 / 清仓
申报市值走势$3.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IGIB 8.2%
IVV 7.3%
IGSB 6.8%
FLRN 6.8%
IGEB 5.8%
SGOL 5.2%
GRID 3.0%
VGK 2.8%
NVDA 2.6%
SPY 2.5%

2026Q2 买入最多 按季末市值估算

IGIB 加仓+$377.54万
EWL 加仓+$345.01万
GRID 加仓+$165.83万
SHLD 加仓+$148.61万
DBJP 加仓+$140.41万

2026Q2 卖出最多 按季末市值估算

IWY 减仓-$382.92万
WM 减仓-$328.82万
QQQ 减仓-$115.84万
KLAC 减仓-$103.89万
MU 减仓-$83.80万

2026Q2 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
IHI ISHARES TR $4.94万0.01%1,000 00.0% — 不变
HWM HOWMET AEROSPACE INC $6.05万0.02%225 00.0% — 不变
XYZ BLOCK INC $6.16万0.02%810 -163-16.8% -$1.24万 减仓
T AT&T INC $6.85万0.02%3,308 00.0% — 不变
CTVA CORTEVA INC $7.03万0.02%830 00.0% — 不变
LMT LOCKHEED MARTIN CORP $7.64万0.02%150 00.0% — 不变
ROKU ROKU INC $7.83万0.02%567 00.0% — 不变
TDS TELEPHONE & DATA SYS INC $7.94万0.02%2,145 00.0% — 不变
ZS ZSCALER INC $8.12万0.02%575 -20-3.4% -$2,823 减仓
PM PHILIP MORRIS INTL INC $9.05万0.03%500 00.0% — 不变
LPLA LPL FINL HLDGS INC $9.46万0.03%265 00.0% — 不变
NEE NEXTERA ENERGY INC $9.48万0.03%1,080 00.0% — 不变
QCOM QUALCOMM INC $10.16万0.03%550 00.0% — 不变
HD HOME DEPOT INC $10.58万0.03%300 -897-74.9% -$31.64万 减仓
BOX BOX INC $10.62万0.03%4,000 00.0% — 不变
BKNG BOOKING HOLDINGS INC $11.14万0.03%625 00.0% — 不变
KLAC KLA CORP $11.54万0.03%95 -855-90.0% -$103.89万 减仓
XLE SELECT SECTOR SPDR TR $12.00万0.04%2,260 00.0% — 不变
MMM 3M CO $12.14万0.04%750 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $12.68万0.04%4,000 4,000— $12.68万 新建仓
MCK MCKESSON CORP $12.85万0.04%170 00.0% — 不变
SHEL SHELL PLC $13.34万0.04%1,720 00.0% — 不变
SHY ISHARES TR $14.21万0.04%1,730 00.0% — 不变
ICLN ISHARES TR $14.34万0.04%7,000 -500-6.7% -$1.02万 减仓
CVS CVS HEALTH CORP $14.90万0.04%1,440 00.0% — 不变
SNOW SNOWFLAKE INC $15.04万0.04%591 00.0% — 不变
MS MORGAN STANLEY $15.13万0.04%724 00.0% — 不变
— ELECTRONIC ARTS INC $15.38万0.05%750 00.0% — 不变
LOW LOWES COS INC $15.61万0.05%708 -1,126-61.4% -$24.83万 减仓
LQD ISHARES TR $16.09万0.05%1,475 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $16.29万0.05%325 -633-66.1% -$31.74万 减仓
— ISHARES ETHEREUM TR $16.77万0.05%14,101 00.0% — 不变
— TIDAL TRUST II $17.63万0.05%2,000 00.0% — 不变
JNJ JOHNSON & JOHNSON $17.78万0.05%700 00.0% — 不变
NOW SERVICENOW INC $19.46万0.06%1,960 1,250176.1% $12.41万 加仓
ECL ECOLAB INC $19.50万0.06%700 00.0% — 不变
EWJ ISHARES INC $19.59万0.06%2,100 00.0% — 不变
EAGG ISHARES TR $20.15万0.06%4,250 -5,750-57.5% -$27.26万 减仓
DELL DELL TECHNOLOGIES INC $20.67万0.06%479 -581-54.8% -$25.07万 减仓
TDY TELEDYNE TECHNOLOGIES INC $20.67万0.06%310 00.0% — 不变
PG PROCTER & GAMBLE CO $21.41万0.06%1,460 00.0% — 不变
PEP PEPSICO INC $21.85万0.06%1,614 00.0% — 不变
PAVE GLOBAL X FDS $23.55万0.07%4,000 00.0% — 不变
WM WASTE MGMT INC DEL $24.00万0.07%1,077 -14,753-93.2% -$328.82万 减仓
COPX GLOBAL X FDS $25.02万0.07%3,250 00.0% — 不变
TSLA TESLA INC $25.45万0.08%605 -1-0.2% -$421 减仓
FEZ SPDR INDEX SHS FDS $25.62万0.08%3,730 00.0% — 不变
FTNT FORTINET INC $26.35万0.08%1,715 00.0% — 不变
IRM IRON MTN INC DEL $26.53万0.08%2,100 -1,000-32.3% -$12.63万 减仓
USB US BANCORP $26.58万0.08%4,400 00.0% — 不变
VRT VERTIV HOLDINGS CO $26.92万0.08%804 804— $26.92万 新建仓
DDOG DATADOG INC $27.47万0.08%1,055 00.0% — 不变
MELI MERCADOLIBRE INC $27.67万0.08%163 100158.7% $16.97万 加仓
NET CLOUDFLARE INC $28.45万0.08%1,160 -30-2.5% -$7,358 减仓
OEF ISHARES TR $28.97万0.09%792 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $31.95万0.09%4,356 4,356— $31.95万 新建仓
VOE VANGUARD INDEX FDS $34.58万0.10%1,750 00.0% — 不变
WFC WELLS FARGO & CO $35.49万0.11%4,294 00.0% — 不变
CAT CATERPILLAR INC $36.42万0.11%342 00.0% — 不变
BAC BANK OF AMER CORP $37.13万0.11%6,517 -200-3.0% -$1.14万 减仓
INDA ISHARES TR $40.15万0.12%8,130 00.0% — 不变
AQLT ISHARES TR $40.97万0.12%12,997 00.0% — 不变
NFLX NETFLIX INC. $40.98万0.12%5,740 -25-0.4% -$1,785 减仓
SPGI S&P GLOBAL INC $41.46万0.12%1,018 111.1% $4,480 加仓
RSP INVESCO EXCHANGE TRADED FD T $41.70万0.12%1,960 1719.6% $3.64万 加仓
HACK AMPLIFY ETF TR $41.97万0.12%4,000 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $43.93万0.13%4,770 4,6052,790.9% $42.41万 重新持有
ATMP BARCLAYS BANK PLC $43.98万0.13%12,707 -452-3.4% -$1.56万 减仓
VWO VANGUARD INTL EQUITY INDEX F $45.36万0.13%7,600 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $45.75万0.14%1,842 1,542514.0% $38.30万 加仓
VCIT VANGUARD SCOTTSDALE FDS $46.70万0.14%5,650 1,20027.0% $9.92万 加仓
RTX RTX CORPORATION $47.76万0.14%2,517 2,171627.5% $41.19万 加仓
CVX CHEVRON CORPORATION $48.45万0.14%2,923 00.0% — 不变
DIS DISNEY WALT CO $48.73万0.14%5,063 00.0% — 不变
PGR PROGRESSIVE CORP $51.20万0.15%2,344 94067.0% $20.53万 加仓
ORCL ORACLE CORP $53.18万0.16%3,629 802.3% $1.17万 加仓
XLF SELECT SECTOR SPDR TR $53.61万0.16%10,000 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $56.19万0.17%1,413 38837.9% $15.43万 加仓
CRWD CROWDSTRIKE HLDGS INC $56.47万0.17%740 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $57.00万0.17%17,121 -216-1.2% -$7,191 减仓
RIO RIO TINTO PLC $61.51万0.18%6,480 00.0% — 不变
IJH ISHARES TR $61.55万0.18%7,982 00.0% — 不变
FLOT ISHARES TR $62.33万0.19%12,210 00.0% — 不变
HZO MARINEMAX INC $64.45万0.19%17,600 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $66.05万0.20%1,320 100.8% $5,004 加仓
COST COSTCO WHOLESALE CORPORATION $67.45万0.20%721 11318.6% $10.57万 加仓
BA BOEING CO $70.35万0.21%3,250 00.0% — 不变
GEV GE VERNOVA INC $71.67万0.21%610 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $81.40万0.24%9,352 1001.1% $8,704 加仓
— EXXON MOBIL CORP $90.52万0.27%6,621 580.9% $7,930 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $94.32万0.28%1,975 00.0% — 不变
IAU ISHARES GOLD TR $94.39万0.28%12,500 00.0% — 不变
INTC INTEL CORP $101.93万0.30%7,300 00.0% — 不变
ITA ISHARES TR $102.06万0.30%4,210 00.0% — 不变
IYC ISHARES TR $111.21万0.33%11,000 00.0% — 不变
META META PLATFORMS INC $111.70万0.33%1,983 884.6% $4.96万 加仓
ULST SSGA ACTIVE ETF TR $112.25万0.33%27,767 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $113.80万0.34%1,959 00.0% — 不变
IWY ISHARES TR $118.22万0.35%4,068 -13,176-76.4% -$382.92万 减仓
VOO VANGUARD INDEX FDS $131.86万0.39%1,920 00.0% — 不变