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
PAVE GLOBAL X FDS $20.33万0.06%4,000 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $18.76万0.06%310 00.0% — 不变
ECL ECOLAB INC $18.62万0.06%700 00.0% — 不变
EWJ ISHARES INC $17.73万0.06%2,100 00.0% — 不变
DELL DELL TECHNOLOGIES INC $17.40万0.06%1,060 00.0% — 不变
JNJ JOHNSON & JOHNSON $17.11万0.05%700 00.0% — 不变
LQD ISHARES TR $16.08万0.05%1,475 00.0% — 不变
SHEL SHELL PLC $16.00万0.05%1,720 00.0% — 不变
— ELECTRONIC ARTS INC $15.29万0.05%750 00.0% — 不变
MCK MCKESSON CORP $14.71万0.05%170 00.0% — 不变
SHY ISHARES TR $14.28万0.05%1,730 00.0% — 不变
FTNT FORTINET INC $14.02万0.04%1,715 -290-14.5% -$2.37万 减仓
XLE SELECT SECTOR SPDR TR $13.84万0.04%2,260 00.0% — 不变
ICLN ISHARES TR $13.72万0.04%7,500 00.0% — 不变
EEM ISHARES TR $12.81万0.04%2,256 00.0% — 不变
DDOG DATADOG INC $12.45万0.04%1,055 00.0% — 不变
MS MORGAN STANLEY $11.91万0.04%724 00.0% — 不变
KLAC KLA CORP $11.54万0.04%95 00.0% — 不变
— TIDAL TRUST II $11.13万0.04%2,000 2,000— $11.13万 新建仓
MELI MERCADOLIBRE INC $10.89万0.03%63 -8-11.3% -$1.38万 减仓
MMM 3M CO $10.89万0.03%750 00.0% — 不变
— LEGG MASON ETF INVT $10.80万0.03%2,000 00.0% — 不变
BND VANGUARD BD INDEX FDS $10.63万0.03%1,443 00.0% — 不变
BKNG BOOKING HOLDINGS INC $10.53万0.03%25 00.0% — 不变
CVS CVS HEALTH CORP $10.34万0.03%1,440 00.0% — 不变
NEE NEXTERA ENERGY INC $10.03万0.03%1,080 00.0% — 不变
T AT&T INC $9.59万0.03%3,308 00.0% — 不变
LPLA LPL FINL HLDGS INC $9.46万0.03%265 00.0% — 不变
BOX BOX INC $9.46万0.03%4,000 00.0% — 不变
LMT LOCKHEED MARTIN CORP $9.07万0.03%150 150— $9.07万 新建仓
TDS TELEPHONE & DATA SYS INC $9.03万0.03%2,145 2,145— $9.03万 新建仓
SNOW SNOWFLAKE INC $8.91万0.03%591 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $8.38万0.03%300 00.0% — 不变
ZS ZSCALER INC $8.35万0.03%595 -131-18.0% -$1.84万 减仓
PM PHILIP MORRIS INTL INC $8.27万0.03%500 00.0% — 不变
NOW SERVICENOW INC $7.42万0.02%710 00.0% — 不变
SMH VANECK ETF TRUST $7.28万0.02%190 190— $7.28万 新建仓
QCOM QUALCOMM INC $7.08万0.02%550 -234-29.8% -$3.01万 减仓
CTVA CORTEVA INC $6.95万0.02%830 00.0% — 不变
RTX RTX CORPORATION $6.67万0.02%346 00.0% — 不变
XYZ BLOCK INC $5.86万0.02%973 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $5.72万0.02%364 00.0% — 不变
ROKU ROKU INC $5.37万0.02%567 00.0% — 不变
IHI ISHARES TR $5.33万0.02%1,000 1,000— $5.33万 新建仓
HWM HOWMET AEROSPACE INC $5.19万0.02%225 00.0% — 不变
EQT EQT CORP $5.15万0.02%810 00.0% — 不变
SONY SONY GROUP CORP $4.55万0.01%2,200 00.0% — 不变
ADBE ADOBE INC $4.47万0.01%184 00.0% — 不变
BLK BLACKROCK INC $4.33万0.01%45 -6-11.8% -$5,770 减仓
— HONEYWELL INTL INC $4.32万0.01%191 00.0% — 不变
EWZ ISHARES INC $4.30万0.01%1,120 -7,100-86.4% -$27.26万 减仓
AWK AMERICAN WTR WKS CO INC NEW $4.04万0.01%297 00.0% — 不变
IWM ISHARES TR $3.94万0.01%160 00.0% — 不变
MCD MCDONALDS CORP $3.92万0.01%126 2524.8% $7,770 加仓
MLM MARTIN MARIETTA MATLS INC $3.89万0.01%66 00.0% — 不变
CSCO CISCO SYS INC $3.74万0.01%482 00.0% — 不变
PYPL PAYPAL HLDGS INC $3.69万0.01%815 -165-16.8% -$7,463 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $3.63万0.01%515 00.0% — 不变
DG DOLLAR GEN CORP $3.56万0.01%300 00.0% — 不变
SMDV PROSHARES TR $3.44万0.01%500 00.0% — 不变
USSG DBX ETF TR $3.44万0.01%576 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $3.36万0.01%95 -49-34.0% -$1.73万 减仓
HL HECLA MINING COMPANY $3.17万0.01%1,700 -3,300-66.0% -$6.15万 减仓
MTZ MASTEC INC $3.15万0.01%145 00.0% — 不变
RA BROOKFIELD REAL ASSETS INCOM $3.06万0.01%2,380 00.0% — 不变
CME CME GROUP INC $3.04万0.01%103 00.0% — 不变
ULTA ULTA BEAUTY INC $3.02万0.01%50 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $3.01万0.01%1,000 -2,000-66.7% -$6.02万 减仓
ADI ANALOG DEVICES INC $2.99万0.01%94 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
ANET ARISTA NETWORKS INC $2.82万0.01%230 00.0% — 不变
LNG CHENIERE ENERGY INC $2.78万0.01%98 00.0% — 不变
HEFA ISHARES TR $2.74万0.01%645 00.0% — 不变
IWP ISHARES TR $2.74万0.01%200 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $2.71万0.01%1,000 00.0% — 不变
CRM SALESFORCE INC $2.65万0.01%100 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $2.63万0.01%34 00.0% — 不变
IBN ICICI BANK LIMITED $2.59万0.01%1,000 -1,750-63.6% -$4.53万 减仓
FPE FIRST TR EXCH TRADED FD III $2.54万0.01%1,431 00.0% — 不变
MP MP MATERIALS CORP $2.53万0.01%500 00.0% — 不变
TGS TRANSPORTADORA DE GAS DEL SU $2.47万0.01%714 00.0% — 不变
AGCO AGCO CORP $2.47万0.01%213 00.0% — 不变
CFG CITIZENS FINL GROUP INC $2.45万0.01%420 00.0% — 不变
URTH ISHARES INC $2.45万0.01%136 -64-32.0% -$1.15万 减仓
HLI HOULIHAN LOKEY INC $2.43万0.01%169 00.0% — 不变
VIST VISTA ENERGY S.A.B. DE C.V. $2.41万0.01%319 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $2.40万0.01%395 00.0% — 不变
EMB ISHARES TR $2.35万0.01%250 00.0% — 不变
SYLD CAMBRIA ETF TR $2.28万0.01%303 00.0% — 不变
CMDY ISHARES U S ETF TR $2.03万0.01%342 00.0% — 不变
SGOV ISHARES TR $2.01万0.01%200 200— $2.01万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $2.01万0.01%70 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $2.00万0.01%319 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $1.96万0.01%110 00.0% — 不变
IQV IQVIA HLDGS INC $1.89万0.01%111 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $1.86万0.01%1,714 1,714— $1.86万 新建仓
VGSH VANGUARD SCOTTSDALE FDS $1.76万0.01%300 300— $1.76万 新建仓
ABBV ABBVIE INC $1.70万0.01%78 78— $1.70万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $1.67万0.01%80 -30-27.3% -$6,272 减仓
APO APOLLO GLOBAL MGMT INC $1.67万0.01%150 -20,828-99.3% -$232.07万 减仓