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 |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $2,394.70万 | 7.63% | 449,962 | 70,370 | 18.5% | $374.51万 | 加仓 |
| IGSB | ISHARES TR | $2,311.00万 | 7.37% | 439,688 | 229,504 | 109.2% | $1,206.27万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $2,265.88万 | 7.22% | 736,152 | 103,017 | 16.3% | $317.09万 | 加仓 |
| IVV | ISHARES TR | $2,191.00万 | 6.98% | 33,542 | -901 | -2.6% | -$58.85万 | 减仓 |
| SGOL | ETFS GOLD TR | $2,101.64万 | 6.70% | 471,014 | -117,204 | -19.9% | -$522.96万 | 减仓 |
| IGEB | ISHARES TR | $1,913.36万 | 6.10% | 424,623 | -144,554 | -25.4% | -$651.36万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $897.42万 | 2.86% | 108,871 | 14,927 | 15.9% | $123.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $760.76万 | 2.43% | 11,699 | -428 | -3.5% | -$27.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $758.73万 | 2.42% | 43,505 | -144 | -0.3% | -$2.51万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $728.26万 | 2.32% | 44,520 | -468 | -1.0% | -$7.66万 | 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 |
| AGG | ISHARES TR | $643.17万 | 2.05% | 64,790 | -75,501 | -53.8% | -$749.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $598.02万 | 1.91% | 10,361 | -560 | -5.1% | -$32.32万 | 减仓 |
| DBJP | DBX ETF TR | $564.46万 | 1.80% | 55,876 | 1,797 | 3.3% | $18.15万 | 加仓 |
| AVGO | BROADCOM INC | $520.38万 | 1.66% | 16,813 | -540 | -3.1% | -$16.71万 | 减仓 |
| AAPL | APPLE INC | $515.45万 | 1.64% | 20,310 | 38 | 0.2% | $9,644 | 加仓 |
| EWG | ISHARES INC | $493.42万 | 1.57% | 124,387 | 17,178 | 16.0% | $68.14万 | 加仓 |
| GOOGL | ALPHABET INC | $437.09万 | 1.39% | 15,200 | -579 | -3.7% | -$16.65万 | 减仓 |
| IWY | ISHARES TR | $429.10万 | 1.37% | 17,244 | -20,120 | -53.8% | -$500.67万 | 减仓 |
| SHLD | GLOBAL X FDS | $426.11万 | 1.36% | 60,151 | 1,493 | 2.5% | $10.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $419.66万 | 1.34% | 11,337 | -593 | -5.0% | -$21.95万 | 减仓 |
| C | CITIGROUP INC | $410.09万 | 1.31% | 36,160 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $406.88万 | 1.30% | 13,832 | -299 | -2.1% | -$8.80万 | 减仓 |
| WMT | WALMART INC | $396.76万 | 1.26% | 31,925 | -7,643 | -19.3% | -$94.99万 | 减仓 |
| EUFN | ISHARES TR | $374.89万 | 1.20% | 107,572 | 35,794 | 49.9% | $124.74万 | 加仓 |
| WM | WASTE MGMT INC DEL | $363.76万 | 1.16% | 15,830 | -644 | -3.9% | -$14.80万 | 减仓 |
| TJX | TJX COS INC NEW | $357.30万 | 1.14% | 22,373 | -903 | -3.9% | -$14.42万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $339.84万 | 1.08% | 24,569 | -4,379 | -15.1% | -$60.57万 | 减仓 |
| V | VISA INC | $325.18万 | 1.04% | 10,759 | -474 | -4.2% | -$14.33万 | 减仓 |
| AMZN | AMAZON COM INC | $304.26万 | 0.97% | 14,609 | -111 | -0.8% | -$2.31万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $255.40万 | 0.81% | 50,237 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $254.98万 | 0.81% | 3,014 | -81 | -2.6% | -$6.85万 | 减仓 |
| GDX | VANECK ETF TRUST | $219.63万 | 0.70% | 23,933 | -80 | -0.3% | -$7,342 | 减仓 |
| MA | MASTERCARD INCORPORATED | $210.61万 | 0.67% | 4,215 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $203.04万 | 0.65% | 7,078 | -1,701 | -19.4% | -$48.79万 | 减仓 |
| SLV | ISHARES SILVER TR | $196.97万 | 0.63% | 28,907 | -57,763 | -66.6% | -$393.60万 | 减仓 |
| EWL | ISHARES INC | $173.50万 | 0.55% | 29,501 | 753 | 2.6% | $4.43万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $158.80万 | 0.51% | 100,000 | 100,000 | — | $158.80万 | 新建仓 |
| GLD | SPDR GOLD TR | $156.28万 | 0.50% | 3,632 | 497 | 15.9% | $21.39万 | 加仓 |
| BIL | SPDR SERIES TRUST | $148.12万 | 0.47% | 16,163 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $133.30万 | 0.42% | 2,428 | -29 | -1.2% | -$1.59万 | 减仓 |
| GE | GE AEROSPACE | $123.64万 | 0.39% | 4,357 | -169 | -3.7% | -$4.80万 | 减仓 |
| LLY | ELI LILLY & CO | $118.65万 | 0.38% | 1,290 | -37 | -2.8% | -$3.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $114.76万 | 0.37% | 1,920 | -390 | -16.9% | -$23.31万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $112.46万 | 0.36% | 27,767 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $111.35万 | 0.35% | 6,563 | 592 | 9.9% | $10.04万 | 加仓 |
| IAU | ISHARES GOLD TR | $110.20万 | 0.35% | 12,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $108.42万 | 0.35% | 1,895 | -204 | -9.7% | -$11.67万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $108.24万 | 0.35% | 4,000 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $106.61万 | 0.34% | 11,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $92.07万 | 0.29% | 4,210 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $82.31万 | 0.26% | 5,134 | -203 | -3.8% | -$3.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $81.45万 | 0.26% | 2,411 | 400 | 19.9% | $13.51万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.75万 | 0.21% | 1,975 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.61万 | 0.21% | 17,337 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $64.68万 | 0.21% | 3,250 | -1,250 | -27.8% | -$24.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.78万 | 0.20% | 1,310 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $62.21万 | 0.20% | 12,210 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $62.05万 | 0.20% | 9,252 | -703 | -7.1% | -$4.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.58万 | 0.19% | 608 | -58 | -8.7% | -$5.78万 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.48万 | 0.19% | 2,923 | 749 | 34.5% | $15.50万 | 加仓 |
| RIO | RIO TINTO PLC | $60.45万 | 0.19% | 6,480 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $55.43万 | 0.18% | 5,765 | -275 | -4.6% | -$2.64万 | 减仓 |
| IJH | ISHARES TR | $53.90万 | 0.17% | 7,982 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $53.25万 | 0.17% | 610 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $52.21万 | 0.17% | 3,549 | -269 | -7.0% | -$3.96万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $49.37万 | 0.16% | 10,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $48.80万 | 0.16% | 5,063 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $47.63万 | 0.15% | 17,600 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $47.55万 | 0.15% | 10,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $47.25万 | 0.15% | 1,025 | -77 | -7.0% | -$3.55万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $47.09万 | 0.15% | 958 | -72 | -7.0% | -$3.54万 | 减仓 |
| ATMP | BARCLAYS BANK PLC | $45.34万 | 0.14% | 13,159 | -3,848 | -22.6% | -$13.26万 | 减仓 |
| LOW | LOWES COS INC | $43.33万 | 0.14% | 1,834 | 45 | 2.5% | $1.06万 | 加仓 |
| SPGI | S&P GLOBAL INC | $42.83万 | 0.14% | 1,007 | -82 | -7.5% | -$3.49万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.08万 | 0.13% | 7,600 | 2,600 | 52.0% | $14.05万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.85万 | 0.13% | 1,959 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $39.37万 | 0.13% | 1,197 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $38.07万 | 0.12% | 8,130 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $36.82万 | 0.12% | 4,450 | 0 | 0.0% | — | 不变 |
| AQLT | ISHARES TR | $35.92万 | 0.11% | 12,997 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.33万 | 0.11% | 1,789 | -7 | -0.4% | -$1,343 | 减仓 |
| WFC | WELLS FARGO & CO | $34.18万 | 0.11% | 4,294 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $32.75万 | 0.10% | 6,717 | -1,300 | -16.2% | -$6.34万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $32.25万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $32.21万 | 0.10% | 7,300 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $31.66万 | 0.10% | 3,100 | -1,250 | -28.7% | -$12.77万 | 减仓 |
| HACK | AMPLIFY ETF TR | $30.04万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.89万 | 0.09% | 740 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $27.83万 | 0.09% | 1,404 | 38 | 2.8% | $7,533 | 加仓 |
| OEF | ISHARES TR | $25.19万 | 0.08% | 792 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.06万 | 0.08% | 1,614 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $24.81万 | 0.08% | 3,250 | 3,250 | — | $24.81万 | 新建仓 |
| NET | CLOUDFLARE INC | $24.55万 | 0.08% | 1,190 | -179 | -13.1% | -$3.69万 | 减仓 |
| CAT | CATERPILLAR INC | $24.23万 | 0.08% | 342 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $23.16万 | 0.07% | 3,730 | 300 | 8.7% | $1.86万 | 加仓 |
| USB | US BANCORP | $22.88万 | 0.07% | 4,400 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $22.53万 | 0.07% | 606 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $22.32万 | 0.07% | 14,101 | 14,101 | — | $22.32万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.09万 | 0.07% | 1,460 | 0 | 0.0% | — | 不变 |