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 |
|---|---|---|---|---|---|---|---|---|
| AI | C3 AI INC | $1.66万 | 0.01% | 1,210 | -420 | -25.8% | -$5,775 | 减仓 |
| NEM | NEWMONT CORP | $1.66万 | 0.01% | 200 | -456 | -69.5% | -$3.79万 | 减仓 |
| WPC | WP CAREY INC | $1.56万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $1.51万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.51万 | 0.00% | 300 | -505 | -62.7% | -$2.54万 | 减仓 |
| APH | AMPHENOL CORP | $1.45万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1.45万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1.36万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $1.35万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $1.35万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.29万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.28万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1.24万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.22万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1.21万 | 0.00% | 698 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1.15万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1.15万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $9,241 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | BARCLAYS BANK PLC | $8,867 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7,403 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $6,582 | 0.00% | 35 | -173 | -83.2% | -$3.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $6,547 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $4,608 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3,972 | 0.00% | 200 | -200 | -50.0% | -$3,972 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $3,908 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,580 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $2,652 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,611 | 0.00% | 150 | -850 | -85.0% | -$9,129 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $1,233 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,098 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $698 | 0.00% | 1 | 1 | — | $698 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $601 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$297.72万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -3,909 | -100.0% | -$60.25万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -500 | -100.0% | -$7.33万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$2.54万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1.96万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -327 | -100.0% | -$1.35万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -225 | -100.0% | -$1,148 | 清仓 |