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CIK: 0001910168
Total reported value
$350.2M
$350.2M
229 檔
33.5%
During the Q2 2026 filing period, Ameliora Wealth Management Ltd. (CIK: 0001910168) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $350.2M across 229 reported positions.
In Q2 2026, Ameliora Wealth Management Ltd. adopted a defensive or profit-taking posture, trimming 47 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 8.22% | -1.04% | +15.78% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.27% | +2.76% | -2.56% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.80% | -0.72% | -0.59% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 6.80% | +0.23% | +0.80% | |
| 5 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 5.76% | -0.65% | +1.23% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 5.23% | -0.06% | -2.24% | |
| 7 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 3.03% | -0.24% | +19.43% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.79% | -0.03% | -2.50% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.27% | -0.09% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | -0.06% | -4.40% | |
| 11 | DBJP | Xtrackers Msci Japan Hedged | ETF-Other | 2.32% | +0.19% | +21.89% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.27% | -0.29% | +1.18% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | +1.00% | -15.18% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.90% | -0.20% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.85% | -0.26% | -1.67% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.16% | -0.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | -0.18% | +1.57% | |
| 18 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 1.57% | -0.14% | +186.07% | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.51% | +0.02% | +41.38% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.50% | -0.16% | — | |
| 21 | EWG | Ishares Msci Germany ETF | ETF-Other | 1.50% | -0.03% | -1.76% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.10% | -1.78% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | +0.40% | -0.03% | |
| 24 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.23% | +0.04% | -1.32% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.02% | +5.49% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.08% | -1.44% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.08% | -0.04% | -5.93% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.90% | -2.91% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.00% | -0.45% | -0.89% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | -0.41% | -1.82% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.03% | -2.57% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | +0.02% | — | |
| 33 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.59% | -0.03% | -21.80% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.58% | -0.14% | -30.11% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.57% | +0.60% | +6.14% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | -0.05% | +5.69% | |
| 37 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.53% | -0.08% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | -0.04% | +15.19% | |
| 39 | SLV | Ishares Silver Trust | ETF-Commodities | 0.50% | -0.16% | +7.97% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | -0.07% | — | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.49% | -0.07% | -5.11% | |
| 42 | GE | General Electric | Stock-Industrials | 0.49% | -0.10% | +0.55% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.44% | -0.02% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | — | +0.47% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.02% | — | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.35% | -0.01% | -76.41% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | — | — | |
| 48 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.33% | -0.01% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | +0.10% | +4.64% | |
| 50 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.33% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EWL | Ishares Msci Switzerland ETF | +1% | +186.07% | Add |
| 2 | GRID | First Trst Nasd Cl Edg Sgiif | +0.7% | +19.43% | Add |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | +0.6% | +15.78% | Add |
| 4 | DBJP | Xtrackers Msci Japan Hedged | +0.5% | +21.89% | Add |
| 5 | MU | Micron Technology Inc | +0.3% | -30.11% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | -2.56% | Trim |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | +5.69% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.57% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 10 | INTC | Intel CORP | +0.2% | — | Unchanged |
| 11 | AVGO | Broadcom Inc | +0.2% | -1.67% | Trim |
| 12 | C | Citigroup Inc | +0.2% | — | Unchanged |
| 13 | NVDA | Nvidia CORP | +0.2% | -0.09% | Trim |
| 14 | SHLD | Global X Defense Tech ETF | +0.2% | +41.38% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | +15.19% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.2% | — | Unchanged |
| 17 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.1% | +5.49% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +627.46% | Add |
| 20 | CEG | Constellation Energy | +0.1% | +514.00% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -0.45% | Trim |
| 22 | GE | General Electric | +0.1% | +0.55% | Add |
| 23 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | -1.82% | Trim |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 27 | SDVY | First Trust Smid Cap Rising | +0.1% | +1.18% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -2.57% | Trim |
| 29 | PWR | Quanta Services Inc | +0.1% | -5.11% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 31 | PGR | Progressive CORP | +0.1% | +66.95% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -4.40% | Trim |
| 33 | MELI | Mercadolibre Inc | +0.1% | +158.73% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | -1.44% | Trim |
| 35 | IBKR | Interactive Brokers Gro-cl A | 0% | +1.08% | Add |
| 36 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 37 | HZO | Marinemax Inc | 0% | — | Unchanged |
| 38 | DDOG | Datadog Inc - Class A | 0% | — | Unchanged |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | NEW | New buy |
| 40 | FTNT | Fortinet Inc | 0% | — | Unchanged |
| 41 | NOW | Servicenow Inc | 0% | +176.06% | Add |
| 42 | EUFN | Ishares Msci Europe Financia | 0% | -1.32% | Trim |
| 43 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 44 | JPM | Jpmorgan Chase & Co | 0% | -1.78% | Trim |
| 45 | SOFI | Sofi Technologies Inc | 0% | — | Unchanged |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 47 | HACK | Amplify Cybersecurity ETF | 0% | — | Unchanged |
| 48 | VCIT | Vanguard Int-term Corporate | 0% | +26.97% | Add |
| 49 | ISRG | Intuitive Surgical Inc | 0% | +37.85% | Add |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | -15.18% | Trim |
According to official SEC Form 13F filings, Ameliora Wealth Management Ltd. reported a total U.S. public equity portfolio value of $350.2M across 229 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGIB, IVV, IGSB) accounted for 33.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
ORLY
市值: $439.3K
Top Position Liquidated / Trimmed
EEM
前期市值: $128.1K
During Q2 2026, Ameliora Wealth Management Ltd.'s top holdings by market value included IGIB (8.2%)、IVV (7.3%)、IGSB (6.8%). The largest single position, IGIB, represented 8.2% of total portfolio value.
In Q2 2026, Ameliora Wealth Management Ltd. made 107 total portfolio adjustments, initiating 13 new buys, adding to 32 positions, trimming 47 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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