Ameliora Wealth Management Ltd.
ZURICH V8 · SEC CIK 0001910168
$3.37亿2026Q2 申报市值
229持仓数
50.9%前十大占比 · 第一大 8.2%
11 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IGIB 加仓+$377.54万
EWL 加仓+$345.01万
GRID 加仓+$165.83万
SHLD 加仓+$148.61万
DBJP 加仓+$140.41万
2026Q2 卖出最多 按季末市值估算
IWY 减仓-$382.92万
WM 减仓-$328.82万
QQQ 减仓-$115.84万
KLAC 减仓-$103.89万
MU 减仓-$83.80万
2026Q2 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 | $2,769.99万 | 8.22% | 520,969 | 71,007 | 15.8% | $377.54万 | 加仓 |
| IVV | ISHARES TR | $2,447.52万 | 7.27% | 32,682 | -860 | -2.6% | -$64.40万 | 减仓 |
| IGSB | ISHARES TR | $2,290.71万 | 6.80% | 437,075 | -2,613 | -0.6% | -$13.69万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $2,289.25万 | 6.80% | 742,057 | 5,905 | 0.8% | $18.22万 | 加仓 |
| IGEB | ISHARES TR | $1,939.11万 | 5.76% | 429,861 | 5,238 | 1.2% | $23.63万 | 加仓 |
| SGOL | ETFS GOLD TR | $1,760.43万 | 5.23% | 460,484 | -10,530 | -2.2% | -$40.26万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,019.50万 | 3.03% | 53,168 | 8,648 | 19.4% | $165.83万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $939.88万 | 2.79% | 106,153 | -2,718 | -2.5% | -$24.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $869.67万 | 2.58% | 43,464 | -41 | -0.1% | -$8,204 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $835.19万 | 2.48% | 11,184 | -515 | -4.4% | -$38.46万 | 减仓 |
| DBJP | DBX ETF TR | $781.81万 | 2.32% | 68,108 | 12,232 | 21.9% | $140.41万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $765.59万 | 2.27% | 177,466 | 2,072 | 1.2% | $8.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $647.15万 | 1.92% | 8,788 | -1,573 | -15.2% | -$115.84万 | 减仓 |
| AGG | ISHARES TR | $641.29万 | 1.90% | 64,790 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $624.53万 | 1.85% | 16,533 | -280 | -1.7% | -$10.58万 | 减仓 |
| AAPL | APPLE INC | $585.03万 | 1.74% | 20,218 | -92 | -0.5% | -$2.66万 | 减仓 |
| GOOGL | ALPHABET INC | $551.71万 | 1.64% | 15,438 | 238 | 1.6% | $8.51万 | 加仓 |
| EWL | ISHARES INC | $530.42万 | 1.57% | 84,395 | 54,894 | 186.1% | $345.01万 | 加仓 |
| SHLD | GLOBAL X FDS | $507.77万 | 1.51% | 85,039 | 24,888 | 41.4% | $148.61万 | 加仓 |
| C | CITIGROUP INC | $506.10万 | 1.50% | 36,160 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $505.54万 | 1.50% | 122,203 | -2,184 | -1.8% | -$9.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $444.71万 | 1.32% | 13,586 | -246 | -1.8% | -$8.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $422.78万 | 1.26% | 11,334 | -3 | -0.0% | -$1,119 | 减仓 |
| EUFN | ISHARES TR | $413.88万 | 1.23% | 106,150 | -1,422 | -1.3% | -$5.54万 | 减仓 |
| AMZN | AMAZON COM INC | $367.31万 | 1.09% | 15,411 | 802 | 5.5% | $19.11万 | 加仓 |
| V | VISA INC | $363.81万 | 1.08% | 10,604 | -155 | -1.4% | -$5.32万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $362.73万 | 1.08% | 23,111 | -1,458 | -5.9% | -$22.88万 | 减仓 |
| WMT | WALMART INC | $351.07万 | 1.04% | 30,997 | -928 | -2.9% | -$10.51万 | 减仓 |
| TJX | TJX COS INC NEW | $335.92万 | 1.00% | 22,173 | -200 | -0.9% | -$3.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $299.26万 | 0.89% | 2,959 | -55 | -1.8% | -$5.56万 | 减仓 |
| GOOG | ALPHABET INC | $243.66万 | 0.72% | 6,896 | -182 | -2.6% | -$6.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $216.48万 | 0.64% | 4,215 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $199.03万 | 0.59% | 39,287 | -10,950 | -21.8% | -$55.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $194.50万 | 0.58% | 1,685 | -726 | -30.1% | -$83.80万 | 减仓 |
| GDX | VANECK ETF TRUST | $191.66万 | 0.57% | 25,402 | 1,469 | 6.1% | $11.08万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $185.04万 | 0.55% | 5,426 | 292 | 5.7% | $9.96万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $179.30万 | 0.53% | 100,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $178.24万 | 0.53% | 1,486 | 196 | 15.2% | $23.51万 | 加仓 |
| SLV | ISHARES SILVER TR | $166.88万 | 0.50% | 31,210 | 2,303 | 8.0% | $12.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $166.25万 | 0.49% | 4,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $165.90万 | 0.49% | 2,304 | -124 | -5.1% | -$8.93万 | 减仓 |
| GE | GE AEROSPACE | $163.73万 | 0.49% | 4,381 | 24 | 0.6% | $8,970 | 加仓 |
| BIL | SPDR SERIES TRUST | $148.12万 | 0.44% | 16,163 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $134.42万 | 0.40% | 3,649 | 17 | 0.5% | $6,262 | 加仓 |
| VOO | VANGUARD INDEX FDS | $131.86万 | 0.39% | 1,920 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $118.22万 | 0.35% | 4,068 | -13,176 | -76.4% | -$382.92万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $113.80万 | 0.34% | 1,959 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $112.25万 | 0.33% | 27,767 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $111.70万 | 0.33% | 1,983 | 88 | 4.6% | $4.96万 | 加仓 |
| IYC | ISHARES TR | $111.21万 | 0.33% | 11,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $102.06万 | 0.30% | 4,210 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $101.93万 | 0.30% | 7,300 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $94.39万 | 0.28% | 12,500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $94.32万 | 0.28% | 1,975 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $90.52万 | 0.27% | 6,621 | 58 | 0.9% | $7,930 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $81.40万 | 0.24% | 9,352 | 100 | 1.1% | $8,704 | 加仓 |
| GEV | GE VERNOVA INC | $71.67万 | 0.21% | 610 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $70.35万 | 0.21% | 3,250 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $67.45万 | 0.20% | 721 | 113 | 18.6% | $10.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.05万 | 0.20% | 1,320 | 10 | 0.8% | $5,004 | 加仓 |
| HZO | MARINEMAX INC | $64.45万 | 0.19% | 17,600 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $62.33万 | 0.19% | 12,210 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $61.55万 | 0.18% | 7,982 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $61.51万 | 0.18% | 6,480 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.00万 | 0.17% | 17,121 | -216 | -1.2% | -$7,191 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.47万 | 0.17% | 740 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $56.19万 | 0.17% | 1,413 | 388 | 37.9% | $15.43万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $53.61万 | 0.16% | 10,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $53.18万 | 0.16% | 3,629 | 80 | 2.3% | $1.17万 | 加仓 |
| PGR | PROGRESSIVE CORP | $51.20万 | 0.15% | 2,344 | 940 | 67.0% | $20.53万 | 加仓 |
| DIS | DISNEY WALT CO | $48.73万 | 0.14% | 5,063 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $48.45万 | 0.14% | 2,923 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $47.76万 | 0.14% | 2,517 | 2,171 | 627.5% | $41.19万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $46.70万 | 0.14% | 5,650 | 1,200 | 27.0% | $9.92万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $45.75万 | 0.14% | 1,842 | 1,542 | 514.0% | $38.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.36万 | 0.13% | 7,600 | 0 | 0.0% | — | 不变 |
| ATMP | BARCLAYS BANK PLC | $43.98万 | 0.13% | 12,707 | -452 | -3.4% | -$1.56万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.93万 | 0.13% | 4,770 | 4,605 | 2,790.9% | $42.41万 | 重新持有 |
| HACK | AMPLIFY ETF TR | $41.97万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $41.70万 | 0.12% | 1,960 | 171 | 9.6% | $3.64万 | 加仓 |
| SPGI | S&P GLOBAL INC | $41.46万 | 0.12% | 1,018 | 11 | 1.1% | $4,480 | 加仓 |
| NFLX | NETFLIX INC. | $40.98万 | 0.12% | 5,740 | -25 | -0.4% | -$1,785 | 减仓 |
| AQLT | ISHARES TR | $40.97万 | 0.12% | 12,997 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $40.15万 | 0.12% | 8,130 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $37.13万 | 0.11% | 6,517 | -200 | -3.0% | -$1.14万 | 减仓 |
| CAT | CATERPILLAR INC | $36.42万 | 0.11% | 342 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $35.49万 | 0.11% | 4,294 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $34.58万 | 0.10% | 1,750 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $31.95万 | 0.09% | 4,356 | 4,356 | — | $31.95万 | 新建仓 |
| OEF | ISHARES TR | $28.97万 | 0.09% | 792 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $28.45万 | 0.08% | 1,160 | -30 | -2.5% | -$7,358 | 减仓 |
| MELI | MERCADOLIBRE INC | $27.67万 | 0.08% | 163 | 100 | 158.7% | $16.97万 | 加仓 |
| DDOG | DATADOG INC | $27.47万 | 0.08% | 1,055 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $26.92万 | 0.08% | 804 | 804 | — | $26.92万 | 新建仓 |
| USB | US BANCORP | $26.58万 | 0.08% | 4,400 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $26.53万 | 0.08% | 2,100 | -1,000 | -32.3% | -$12.63万 | 减仓 |
| FTNT | FORTINET INC | $26.35万 | 0.08% | 1,715 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $25.62万 | 0.08% | 3,730 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.45万 | 0.08% | 605 | -1 | -0.2% | -$421 | 减仓 |
| COPX | GLOBAL X FDS | $25.02万 | 0.07% | 3,250 | 0 | 0.0% | — | 不变 |