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Ameliora Wealth Management Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ameliora Wealth Management Ltd.
报告期 2026-03-31 · CIK 0001910168
持仓数
232
前50大市值合计
$284.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 113 项
建仓 10
增持 31
减持 43
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
IGEB
ISHARES TR
+$10.1M
497,462
+70%
增持
AGG
ISHARES TR
+$7.5M
214,968
+47%
增持
IGIB
ISHARES TR
+$7.2M
327,470
+61%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SHY
ISHARES TR
-$5.6M
5,657
-92%
增持
SGOL
ETFS GOLD TR
+$4.3M
607,494
+23%
减持
NEAR
ISHARES U S ETF TR
-$3.1M
45,287
-58%
减持
IGSB
ISHARES TR
-$3.1M
8,488
-88%
增持
IVV
ISHARES TR
+$2.4M
21,401
+18%
减持
TMUS
T-MOBILE US INC
+$1.7M
60,000
-1%
增持
VOO
VANGUARD INDEX FDS
+$997.2K
3,430
+111%
减持
NVDA
NVIDIA CORPORATION
-$984.9K
13,080
-37%
减持
FLRN
SPDR SER TR
-$756.7K
348,724
-7%
减持
GOOG
ALPHABET INC
-$725.0K
11,330
-21%
减持
WMT
WALMART INC
+$653.8K
54,738
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$622.2K
7,799
+10%
减持
MSFT
MICROSOFT CORP
-$558.6K
12,798
-6%
减持
AMZN
AMAZON COM INC
-$546.0K
6,286
-29%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$522.9K
33,112
+4%
减持
LLY
ELI LILLY & CO
-$521.5K
4,099
-11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$505.2K
3,573
-49%
减持
DSTL
ETF SER SOLUTIONS
-$495.0K
3,532
-74%
增持
AVGO
BROADCOM INC
+$402.7K
26,785
+920%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$395.9K
4,727
减持
GOOGL
ALPHABET INC
-$389.6K
19,341
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$384.7K
4,919
+1%
减持
DBJP
DBX ETF TR
-$356.8K
62,421
-2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$287.3K
32,396
+7%
减持
BIL
SPDR SER TR
-$272.8K
16,163
-16%
减持
SYLD
CAMBRIA ETF TR
-$237.4K
8,723
-31%
减持
INDA
ISHARES TR
+$211.3K
85,846
-1%
清仓
USMV
ISHARES TR
-$209.9K
0
-100%
增持
APO
APOLLO GLOBAL MGMT INC
+$201.6K
22,390
+2%
减持
HEFA
ISHARES TR
-$181.1K
18,811
-21%
减持
TSLA
TESLA INC
-$168.9K
175
-84%
增持
PWR
QUANTA SVCS INC
+$167.7K
3,292
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$158.8K
21,550
-1%
增持
BX
BLACKSTONE INC
+$157.9K
4,960
+2%
清仓
SPIP
SPDR SER TR
-$155.7K
0
-100%
增持
EWL
ISHARES INC
+$148.7K
32,888
+1%
增持
TJX
TJX COS INC NEW
+$146.9K
13,289
+3%
增持
LOW
LOWES COS INC
+$138.6K
2,195
+6%
减持
J
JACOBS SOLUTIONS INC
-$131.4K
2,224
-26%
减持
IWY
ISHARES TR
+$130.7K
33,717
-1%
增持
SPGI
S&P GLOBAL INC
+$129.8K
1,326
+7%
清仓
ALB
ALBEMARLE CORP
-$124.2K
0
-100%
增持
MET
METLIFE INC
+$114.8K
8,548
+2%
建仓
RH
RH
+$110.4K
330
建仓
BKNG
BOOKING HOLDINGS INC
+$105.3K
25
清仓
SMH
VANECK ETF TRUST
-$104.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$102.3K
3,778
-10%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$100.0K
11,997
-31%
清仓
QCOM
QUALCOMM INC
-$99.6K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$97.5K
0
-100%
减持
ABBV
ABBVIE INC
-$94.1K
1,000
-41%
减持
PRU
PRUDENTIAL FINL INC
-$93.6K
40
-95%
清仓
IVE
ISHARES TR
-$91.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
-$87.1K
34,607
+1%
减持
COST
COSTCO WHSL CORP NEW
+$86.5K
2,438
-0%
建仓
MCK
MCKESSON CORP
+$84.1K
170
清仓
ITB
ISHARES TR
-$80.9K
0
-100%
减持
EMB
ISHARES TR
-$72.2K
250
-77%
增持
OXY
OCCIDENTAL PETE CORP
-$69.1K
8,482
+6%
减持
META
META PLATFORMS INC
-$67.8K
485
-29%
减持
V
VISA INC
+$66.9K
14,507
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$66.5K
584
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$63.3K
6,972
+5%
增持
BA
BOEING CO
+$62.1K
4,000
+33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$62.1K
360
-36%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$60.7K
0
-100%
减持
NKE
NIKE INC
+$56.5K
4,675
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$53.2K
1,450
-17%
清仓
CEMB
ISHARES INC
-$53.2K
0
-100%
清仓
IBB
ISHARES TR
-$48.0K
0
-100%
清仓
RTX
RTX CORPORATION
-$46.8K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$44.9K
1,984
+6%
增持
—
EXXON MOBIL CORP
+$43.9K
5,195
+6%
减持
AAPL
APPLE INC
+$40.6K
29,924
-9%
清仓
IPO
RENAISSANCE CAP GREENWICH FD
-$40.3K
0
-100%
清仓
GHYG
ISHARES INC
-$40.2K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$38.9K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$37.7K
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$34.8K
0
-100%
清仓
GM
GENERAL MTRS CO
-$32.5K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$31.9K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$30.5K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$29.3K
50
-86%
清仓
CWB
SPDR SER TR
-$28.8K
0
-100%
减持
PEP
PEPSICO INC
-$27.4K
1,614
-12%
清仓
URTH
ISHARES INC
-$27.3K
0
-100%
清仓
KWEB
KRANESHARES TRUST
-$27.0K
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
-$26.9K
2,100
+5%
增持
WM
WASTE MGMT INC DEL
-$25.6K
13,939
+2%
减持
EEM
ISHARES TR
-$22.4K
2,256
-24%
建仓
RS
RELIANCE INC
+$21.7K
75
减持
GLD
SPDR GOLD TR
+$21.6K
871
-1%
清仓
PHDG
POWERSHARES ACTIVELY MANAGED
-$21.5K
0
-100%
清仓
CRAI
CRA INTL INC
-$21.0K
0
-100%
清仓
CSX
CSX CORP
-$21.0K
0
-100%
减持
HCA
HCA HEALTHCARE INC
-$17.5K
40
-62%
增持
TTEK
TETRA TECH INC NEW
+$15.4K
2,460
+400%
减持
NEE
NEXTERA ENERGY INC
+$14.7K
5,200
-13%
清仓
—
PROSHARES TR
-$14.6K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$14.0K
3,340
-0%
增持
ADBE
ADOBE INC
-$13.9K
1,176
+5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$13.0K
1,431
+93%
建仓
RLX
RLX TECHNOLOGY INC
+$8.9K
4,890
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$8.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$7.9K
7,140
-2%
建仓
SQ
BLOCK INC
+$6.7K
100
建仓
AMTM
AMENTUM HOLDINGS INC
+$2.9K
90
清仓
—
AMARIN CORP PLC
-$1.4K
0
-100%
建仓
LUXE
MYT NETHERLANDS PARENT B V
+$1.1K
300
建仓
—
OATLY GROUP AB
+$128
150
