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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
$150.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
23Q3
22Q4
23Q3 调仓
2022-12-31 → 2023-09-30 · 共 107 项
建仓 18
增持 34
减持 42
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
QUAL
ISHARES TR
+$3.7M
27,836
减持
SCHD
SCHWAB STRATEGIC TR
-$3.0M
95,220
-26%
增持
SPYM
SPDR SER TR
+$2.3M
176,979
+21%
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。
增持
AGG
ISHARES TR
+$2.1M
46,077
+101%
建仓
TLT
ISHARES TR
+$1.6M
17,662
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
34,431
+203%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.1M
0
-100%
减持
ABT
ABBOTT LABS
-$1.0M
27,320
-19%
增持
IEFA
ISHARES TR
+$949.5K
34,885
+66%
清仓
VBR
VANGUARD INDEX FDS
-$775.3K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$763.9K
13,915
建仓
META
META PLATFORMS INC
+$759.5K
2,530
减持
GOOG
ALPHABET INC
+$740.0K
40,298
-22%
增持
EMXC
ISHARES INC
+$705.9K
22,358
+160%
增持
MOAT
VANECK ETF TRUST
+$680.5K
50,460
+4%
建仓
USMV
ISHARES TR
+$671.8K
9,282
减持
IJR
ISHARES TR
-$668.6K
5,125
-58%
建仓
DGRW
WISDOMTREE TR
+$634.1K
9,987
减持
PEP
PEPSICO INC
-$614.1K
12,342
-18%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$577.2K
12,300
减持
ICSH
ISHARES TR
-$534.1K
53,720
-17%
增持
QQQ
INVESCO QQQ TR
+$531.9K
5,327
+3%
减持
SCHG
SCHWAB STRATEGIC TR
+$529.9K
35,341
-4%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$524.2K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$461.7K
11,494
-34%
建仓
TOL
TOLL BROTHERS INC
+$451.2K
6,100
减持
TFLO
ISHARES TR
-$426.2K
37,653
-19%
减持
IHI
ISHARES TR
-$421.6K
22,231
-22%
增持
QQH
NORTHERN LTS FD TR III
+$420.3K
32,092
+7%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$406.6K
19,722
-51%
减持
VNQ
VANGUARD INDEX FDS
-$389.1K
3,139
-59%
清仓
SPYD
SPDR SER TR
-$337.3K
0
-100%
清仓
BAX
BAXTER INTL INC
-$328.1K
0
-100%
增持
IVV
ISHARES TR
+$307.3K
3,646
+11%
增持
VGT
VANGUARD WORLD FDS
+$296.9K
2,811
+3%
减持
GOOGL
ALPHABET INC
+$291.3K
10,947
-15%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$289.7K
0
-100%
建仓
JUNT
AIM ETF PRODUCTS TRUST
+$288.8K
11,250
建仓
IJS
ISHARES TR
+$281.5K
3,155
建仓
JANT
AIM ETF PRODUCTS TRUST
+$276.1K
9,825
清仓
MMM
3M CO
-$267.5K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$267.3K
5,500
-5%
清仓
PM
PHILIP MORRIS INTL INC
-$267.2K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$263.9K
9,125
+81%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$262.1K
1,850
建仓
EMB
ISHARES TR
+$259.9K
3,149
减持
VOO
VANGUARD INDEX FDS
+$250.2K
7,935
-3%
减持
AAPL
APPLE INC
+$248.5K
7,514
-6%
建仓
BIV
VANGUARD BD INDEX FDS
+$235.0K
3,250
清仓
ANGL
VANECK ETF TRUST
-$227.4K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$224.1K
0
-100%
增持
LGH
NORTHERN LTS FD TR III
+$218.7K
34,280
+8%
建仓
SMOT
VANECK ETF TRUST
+$214.9K
7,560
清仓
TIP
ISHARES TR
-$214.1K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$211.2K
3,150
减持
SCHP
SCHWAB STRATEGIC TR
-$211.0K
15,379
-19%
建仓
TSLA
TESLA INC
+$203.7K
814
清仓
XLF
SELECT SECTOR SPDR TR
-$200.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$196.0K
4,995
-21%
清仓
T
AT&T INC
-$193.1K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$180.4K
20,151
+16%
增持
SCHB
SCHWAB STRATEGIC TR
+$175.5K
25,930
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$166.8K
16,734
+9%
减持
MRK
MERCK & CO INC
-$147.0K
5,280
-15%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$137.6K
57,986
+55%
增持
IJJ
ISHARES TR
+$134.2K
4,660
+40%
减持
MSFT
MICROSOFT CORP
+$125.2K
3,365
-14%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$123.8K
15,500
减持
F
FORD MTR CO DEL
-$107.5K
13,606
-43%
增持
XLV
SELECT SECTOR SPDR TR
+$107.4K
4,950
+27%
增持
SCHV
SCHWAB STRATEGIC TR
+$100.7K
60,147
+5%
减持
IJH
ISHARES TR
-$94.1K
3,585
-12%
减持
FNCL
FIDELITY COVINGTON TRUST
-$92.5K
5,355
-25%
减持
XEL
XCEL ENERGY INC
-$91.0K
3,543
-15%
减持
SUSA
ISHARES TR
-$87.6K
2,953
-31%
减持
WELL
WELLTOWER INC
+$87.2K
6,325
-4%
减持
IGSB
ISHARES TR
-$79.7K
10,260
-13%
增持
IUSB
ISHARES TR
+$74.8K
11,586
+21%
增持
O
REALTY INCOME CORP
-$73.5K
6,374
+3%
减持
IGIB
ISHARES TR
-$72.9K
8,008
-14%
增持
IDV
ISHARES TR
+$72.4K
12,437
+39%
增持
VPU
VANGUARD WORLD FDS
-$69.3K
2,869
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$59.8K
24,524
+4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$51.7K
7,553
-3%
减持
CMCSA
COMCAST CORP NEW
+$45.8K
6,698
-7%
减持
ITOT
ISHARES TR
+$43.1K
5,724
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$40.8K
21,099
+7%
减持
VFH
VANGUARD WORLD FDS
-$39.5K
3,792
-9%
减持
VHT
VANGUARD WORLD FDS
-$36.5K
1,322
-6%
减持
FSK
FS KKR CAP CORP
+$36.2K
25,050
-4%
增持
DTD
WISDOMTREE TR
+$25.7K
10,345
+5%
减持
FHLC
FIDELITY COVINGTON TRUST
-$24.4K
4,675
-3%
增持
VDE
VANGUARD WORLD FDS
+$23.3K
3,181
+2%
减持
ABR
ARBOR REALTY TRUST INC
+$22.6K
18,156
-5%
减持
AMZN
AMAZON COM INC
-$21.7K
5,484
-36%
增持
LMT
LOCKHEED MARTIN CORP
-$18.0K
546
+10%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$17.9K
17,166
-7%
增持
GLD
SPDR GOLD TR
+$15.3K
1,434
+6%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$11.0K
19,803
+10%
增持
VDC
VANGUARD WORLD FDS
-$10.1K
1,501
+1%
增持
PFF
ISHARES TR
+$8.6K
10,026
+4%
减持
BBDC
BARINGS BDC INC
-$4.8K
30,912
-10%
减持
MGC
VANGUARD WORLD FD
-$3.9K
1,500
-14%
增持
ISCV
ISHARES TR
+$3.0K
14,304
+1%
增持
PGF
INVESCO EXCHANGE TRADED FD T
-$2.7K
13,651
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.9K
17,202
-3%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$1.7K
9,085
-10%
