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PANORAMIC INVESTMENT ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PANORAMIC INVESTMENT ADVISORS, LLC

报告期 2026-03-31 · CIK 0001967332

持仓数

130

前50大市值合计

$150.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$25.2M

328,771

16.7%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$6.9M

88,456

4.5%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$6.8M

224,419

4.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$6.5M

14,888

4.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$5.2M

178,311

3.4%

ICSH ISHARES TR

ULTRA SHORT DUR

$5.0M

98,994

3.3%

GOOG ALPHABET INC

CAP STK CL C

$4.9M

17,049

3.2%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$4.1M

132,472

2.7%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$4.0M

111,469

2.6%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$3.5M

23,421

2.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$3.2M

5,590

2.1%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$3.2M

52,640

2.1%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$3.2M

55,864

2.1%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$3.1M

31,675

2.0%

IVV ISHARES TR

CORE S&P500 ETF

$3.0M

4,534

2.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.8M

5,942

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$2.8M

9,674

1.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.6M

4,403

1.7%

TLT ISHARES TR

20 YR TR BD ETF

$2.6M

30,072

1.7%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$2.5M

81,889

1.7%

NVDA NVIDIA CORPORATION

COM

$2.5M

14,468

1.7%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$2.5M

85,227

1.6%

AAPL APPLE INC

COM

$2.4M

9,560

1.6%

FBTC FIDELITY WISE ORIGIN BITCOIN

SHS

$2.4M

40,842

1.6%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$2.3M

69,350

1.5%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$2.3M

90,299

1.5%

IEFA ISHARES TR

CORE MSCI EAFE

$2.2M

24,628

1.5%

VGT VANGUARD WORLD FD

INF TECH ETF

$2.1M

3,065

1.4%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$2.1M

55,112

1.4%

QUAL ISHARES TR

MSCI USA QLT FCT

$2.0M

10,248

1.3%

MAXJ ISHARES TR

LARGE CAP MAX BU

$1.9M

69,150

1.3%

EFV ISHARES TR

EAFE VALUE ETF

$1.7M

23,309

1.1%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$1.6M

18,612

1.1%

QQH NORTHERN LTS FD TR III

HCM DEFND 100

$1.6M

23,021

1.1%

META META PLATFORMS INC

CL A

$1.6M

2,726

1.0%

IDV ISHARES TR

INTL SEL DIV ETF

$1.5M

36,046

1.0%

AMZN AMAZON COM INC

COM

$1.5M

7,154

1.0%

PEP PEPSICO INC

COM

$1.5M

9,358

1.0%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$1.4M

20,422

1.0%

LGH NORTHERN LTS FD TR III

HCM DEFEN 500

$1.4M

25,046

0.9%

MSFT MICROSOFT CORP

COM

$1.4M

3,799

0.9%

SCHW SCHWAB CHARLES CORP

COM

$1.2M

13,233

0.8%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.2M

15,429

0.8%

ABT ABBOTT LABORATORIES

COM

$1.2M

11,506

0.8%

GRNY TIDAL TRUST I

FUNDSTRAT GRANNY

$1.1M

46,515

0.7%

DTD WISDOMTREE TR

US TOTAL DIVIDND

$1.0M

12,066

0.7%

PCEF INVESCO EXCH TRADED FD TR II

CEF INM COMPSI

$1.0M

53,733

0.7%

IYW ISHARES TR

U.S. TECH ETF

$1.0M

5,520

0.7%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$994.6K

14,566

0.7%

JANT AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$969.8K

24,175

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

SPYM16.7%VPLS4.5%SCHV4.5%VUG4.3%SCHG3.4%ICSH3.3%