13F 机构持仓

Ameliora Wealth Management Ltd.

ZURICH V8 · SEC CIK 0001910168

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.6%
IGSB 7.4%
FLRN 7.2%
IVV 7.0%
SGOL 6.7%
IGEB 6.1%
VGK 2.9%
SPY 2.4%
NVDA 2.4%
GRID 2.3%

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
AFRM AFFIRM HLDGS INC $00.00%0 -40,000-100.0% -$297.72万 清仓
BX BLACKSTONE INC $00.00%0 -3,909-100.0% -$60.25万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -500-100.0% -$7.33万 清仓
FICO FAIR ISAAC CORP $00.00%0 -15-100.0% -$2.54万 清仓
IDXX IDEXX LABS INC $00.00%0 -29-100.0% -$1.96万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 —— — 申报中断
SRLN SSGA ACTIVE ETF TR $00.00%0 -327-100.0% -$1.35万 清仓
NIO NIO INC $00.00%0 -225-100.0% -$1,148 清仓
— OCCIDENTAL PETE CORP $6010.00%14 00.0% — 不变
VGT VANGUARD WORLD FD $6980.00%1 1— $698 新建仓
VLTO VERALTO CORP $1,0980.00%11 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC F $1,2330.00%100 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $1,6110.00%150 -850-85.0% -$9,129 减仓
— NUVEEN S&P 500 BUY-WRITE INC $2,6520.00%200 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $3,5800.00%47 00.0% — 不变
PRU PRUDENTIAL FINL INC $3,9080.00%40 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $3,9720.00%200 -200-50.0% -$3,972 减仓
SAM BOSTON BEER INC $4,6080.00%20 00.0% — 不变
DUK DUKE ENERGY CORP NEW $6,5470.00%50 00.0% — 不变
DHR DANAHER CORP DEL $6,5820.00%35 -173-83.2% -$3.25万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $7,4030.00%104 00.0% — 不变
— BARCLAYS BANK PLC $8,8670.00%309 00.0% — 不变
TMUS T-MOBILE US INC $9,2410.00%44 00.0% — 不变
VAW VANGUARD WORLD FD $1.15万0.00%51 00.0% — 不变
O REALTY INCOME CORP $1.15万0.00%188 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $1.21万0.00%698 00.0% — 不变
SOLV SOLVENTUM CORP $1.22万0.00%187 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $1.24万0.00%113 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1.28万0.00%65 00.0% — 不变
VFH VANGUARD WORLD FD $1.29万0.00%107 00.0% — 不变
FALN ISHARES TR $1.35万0.00%506 00.0% — 不变
VST VISTRA CORP $1.35万0.00%90 00.0% — 不变
EL LAUDER ESTEE COS INC $1.36万0.00%130 00.0% — 不变
AVAV AEROVIRONMENT INC $1.45万0.00%60 00.0% — 不变
APH AMPHENOL CORP $1.45万0.00%115 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $1.51万0.00%300 -505-62.7% -$2.54万 减仓
QTWO Q2 HLDGS INC $1.51万0.00%320 00.0% — 不变
WPC WP CAREY INC $1.56万0.00%230 00.0% — 不变
NEM NEWMONT CORP $1.66万0.01%200 -456-69.5% -$3.79万 减仓
AI C3 AI INC $1.66万0.01%1,210 -420-25.8% -$5,775 减仓
APO APOLLO GLOBAL MGMT INC $1.67万0.01%150 -20,828-99.3% -$232.07万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1.67万0.01%80 -30-27.3% -$6,272 减仓
ABBV ABBVIE INC $1.70万0.01%78 78— $1.70万 新建仓
VGSH VANGUARD SCOTTSDALE FDS $1.76万0.01%300 300— $1.76万 新建仓
PGX INVESCO EXCH TRADED FD TR II $1.86万0.01%1,714 1,714— $1.86万 新建仓
IQV IQVIA HLDGS INC $1.89万0.01%111 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $1.96万0.01%110 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $2.00万0.01%319 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $2.01万0.01%70 00.0% — 不变
SGOV ISHARES TR $2.01万0.01%200 200— $2.01万 新建仓
CMDY ISHARES U S ETF TR $2.03万0.01%342 00.0% — 不变
SYLD CAMBRIA ETF TR $2.28万0.01%303 00.0% — 不变
EMB ISHARES TR $2.35万0.01%250 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $2.40万0.01%395 00.0% — 不变
VIST VISTA ENERGY S.A.B. DE C.V. $2.41万0.01%319 00.0% — 不变
HLI HOULIHAN LOKEY INC $2.43万0.01%169 00.0% — 不变
URTH ISHARES INC $2.45万0.01%136 -64-32.0% -$1.15万 减仓
CFG CITIZENS FINL GROUP INC $2.45万0.01%420 00.0% — 不变
AGCO AGCO CORP $2.47万0.01%213 00.0% — 不变
TGS TRANSPORTADORA DE GAS DEL SU $2.47万0.01%714 00.0% — 不变
MP MP MATERIALS CORP $2.53万0.01%500 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $2.54万0.01%1,431 00.0% — 不变
IBN ICICI BANK LIMITED $2.59万0.01%1,000 -1,750-63.6% -$4.53万 减仓
REGN REGENERON PHARMACEUTICALS $2.63万0.01%34 00.0% — 不变
CRM SALESFORCE INC $2.65万0.01%100 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $2.71万0.01%1,000 00.0% — 不变
IWP ISHARES TR $2.74万0.01%200 00.0% — 不变
HEFA ISHARES TR $2.74万0.01%645 00.0% — 不变
LNG CHENIERE ENERGY INC $2.78万0.01%98 00.0% — 不变
ANET ARISTA NETWORKS INC $2.82万0.01%230 00.0% — 不变
PBR PETROLEO BRASILEIRO S A $2.90万0.01%1,400 -2,600-65.0% -$5.39万 减仓
ADI ANALOG DEVICES INC $2.99万0.01%94 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $3.01万0.01%1,000 -2,000-66.7% -$6.02万 减仓
ULTA ULTA BEAUTY INC $3.02万0.01%50 00.0% — 不变
CME CME GROUP INC $3.04万0.01%103 00.0% — 不变
RA BROOKFIELD REAL ASSETS INCOM $3.06万0.01%2,380 00.0% — 不变
MTZ MASTEC INC $3.15万0.01%145 00.0% — 不变
HL HECLA MINING COMPANY $3.17万0.01%1,700 -3,300-66.0% -$6.15万 减仓
ROP ROPER TECHNOLOGIES INC $3.36万0.01%95 -49-34.0% -$1.73万 减仓
USSG DBX ETF TR $3.44万0.01%576 00.0% — 不变
SMDV PROSHARES TR $3.44万0.01%500 00.0% — 不变
DG DOLLAR GEN CORP $3.56万0.01%300 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $3.63万0.01%515 00.0% — 不变
PYPL PAYPAL HLDGS INC $3.69万0.01%815 -165-16.8% -$7,463 减仓
CSCO CISCO SYS INC $3.74万0.01%482 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $3.89万0.01%66 00.0% — 不变
MCD MCDONALDS CORP $3.92万0.01%126 2524.8% $7,770 加仓
IWM ISHARES TR $3.94万0.01%160 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $4.04万0.01%297 00.0% — 不变
EWZ ISHARES INC $4.30万0.01%1,120 -7,100-86.4% -$27.26万 减仓
— HONEYWELL INTL INC $4.32万0.01%191 00.0% — 不变
BLK BLACKROCK INC $4.33万0.01%45 -6-11.8% -$5,770 减仓
ADBE ADOBE INC $4.47万0.01%184 00.0% — 不变
SONY SONY GROUP CORP $4.55万0.01%2,200 00.0% — 不变
EQT EQT CORP $5.15万0.02%810 00.0% — 不变
HWM HOWMET AEROSPACE INC $5.19万0.02%225 00.0% — 不变
IHI ISHARES TR $5.33万0.02%1,000 1,000— $5.33万 新建仓
ROKU ROKU INC $5.37万0.02%567 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $5.72万0.02%364 00.0% — 不变
XYZ BLOCK INC $5.86万0.02%973 00.0% — 不变