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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $148.12万 | 0.47% | 16,163 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $156.28万 | 0.50% | 3,632 | 497 | 15.9% | $21.39万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $158.80万 | 0.51% | 100,000 | 100,000 | — | $158.80万 | 新建仓 |
| EWL | ISHARES INC | $173.50万 | 0.55% | 29,501 | 753 | 2.6% | $4.43万 | 加仓 |
| SLV | ISHARES SILVER TR | $196.97万 | 0.63% | 28,907 | -57,763 | -66.6% | -$393.60万 | 减仓 |
| GOOG | ALPHABET INC | $203.04万 | 0.65% | 7,078 | -1,701 | -19.4% | -$48.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $210.61万 | 0.67% | 4,215 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $219.63万 | 0.70% | 23,933 | -80 | -0.3% | -$7,342 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $254.98万 | 0.81% | 3,014 | -81 | -2.6% | -$6.85万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $255.40万 | 0.81% | 50,237 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $304.26万 | 0.97% | 14,609 | -111 | -0.8% | -$2.31万 | 减仓 |
| V | VISA INC | $325.18万 | 1.04% | 10,759 | -474 | -4.2% | -$14.33万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $339.84万 | 1.08% | 24,569 | -4,379 | -15.1% | -$60.57万 | 减仓 |
| TJX | TJX COS INC NEW | $357.30万 | 1.14% | 22,373 | -903 | -3.9% | -$14.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $363.76万 | 1.16% | 15,830 | -644 | -3.9% | -$14.80万 | 减仓 |
| EUFN | ISHARES TR | $374.89万 | 1.20% | 107,572 | 35,794 | 49.9% | $124.74万 | 加仓 |
| WMT | WALMART INC | $396.76万 | 1.26% | 31,925 | -7,643 | -19.3% | -$94.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $406.88万 | 1.30% | 13,832 | -299 | -2.1% | -$8.80万 | 减仓 |
| C | CITIGROUP INC | $410.09万 | 1.31% | 36,160 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $419.66万 | 1.34% | 11,337 | -593 | -5.0% | -$21.95万 | 减仓 |
| SHLD | GLOBAL X FDS | $426.11万 | 1.36% | 60,151 | 1,493 | 2.5% | $10.58万 | 加仓 |
| IWY | ISHARES TR | $429.10万 | 1.37% | 17,244 | -20,120 | -53.8% | -$500.67万 | 减仓 |
| GOOGL | ALPHABET INC | $437.09万 | 1.39% | 15,200 | -579 | -3.7% | -$16.65万 | 减仓 |
| EWG | ISHARES INC | $493.42万 | 1.57% | 124,387 | 17,178 | 16.0% | $68.14万 | 加仓 |
| AAPL | APPLE INC | $515.45万 | 1.64% | 20,310 | 38 | 0.2% | $9,644 | 加仓 |
| AVGO | BROADCOM INC | $520.38万 | 1.66% | 16,813 | -540 | -3.1% | -$16.71万 | 减仓 |
| DBJP | DBX ETF TR | $564.46万 | 1.80% | 55,876 | 1,797 | 3.3% | $18.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $598.02万 | 1.91% | 10,361 | -560 | -5.1% | -$32.32万 | 减仓 |
| AGG | ISHARES TR | $643.17万 | 2.05% | 64,790 | -75,501 | -53.8% | -$749.50万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $691.58万 | 2.20% | 175,394 | 173,319 | 8,352.7% | $683.40万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $728.26万 | 2.32% | 44,520 | -468 | -1.0% | -$7.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $758.73万 | 2.42% | 43,505 | -144 | -0.3% | -$2.51万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $760.76万 | 2.43% | 11,699 | -428 | -3.5% | -$27.83万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $897.42万 | 2.86% | 108,871 | 14,927 | 15.9% | $123.04万 | 加仓 |
| IGEB | ISHARES TR | $1,913.36万 | 6.10% | 424,623 | -144,554 | -25.4% | -$651.36万 | 减仓 |
| SGOL | ETFS GOLD TR | $2,101.64万 | 6.70% | 471,014 | -117,204 | -19.9% | -$522.96万 | 减仓 |
| IVV | ISHARES TR | $2,191.00万 | 6.98% | 33,542 | -901 | -2.6% | -$58.85万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $2,265.88万 | 7.22% | 736,152 | 103,017 | 16.3% | $317.09万 | 加仓 |
| IGSB | ISHARES TR | $2,311.00万 | 7.37% | 439,688 | 229,504 | 109.2% | $1,206.27万 | 加仓 |
| IGIB | ISHARES TR | $2,394.70万 | 7.63% | 449,962 | 70,370 | 18.5% | $374.51万 | 加仓 |