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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 94 项
建仓 9
增持 33
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$2.8M
14,952
-68%
增持
SPYM
SPDR SER TR
+$1.1M
179,125
+1%
增持
TLT
ISHARES TR
+$1.1M
27,015
+53%
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。
建仓
IBDY
ISHARES TR
+$755.9K
29,240
增持
MOAT
VANECK ETF TRUST
+$693.9K
53,268
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$536.0K
95,543
+0%
增持
DGRW
WISDOMTREE TR
+$419.2K
14,987
+50%
建仓
DBND
DOUBLELINE ETF TRUST
+$411.7K
8,900
减持
ICSH
ISHARES TR
-$394.9K
45,900
-15%
增持
SCHV
SCHWAB STRATEGIC TR
+$389.3K
60,860
+1%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$382.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$382.1K
40,492
+18%
增持
MSFT
MICROSOFT CORP
+$314.6K
3,662
+9%
清仓
PFF
ISHARES TR
-$302.3K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$286.9K
34,437
-3%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$286.8K
3,988
减持
EMXC
ISHARES INC
-$277.0K
15,107
-32%
建仓
NVDA
NVIDIA CORPORATION
+$269.9K
545
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$257.8K
6,500
减持
GOOG
ALPHABET INC
-$253.9K
35,900
-11%
减持
VOO
VANGUARD INDEX FDS
+$250.4K
7,707
-3%
减持
QQQ
INVESCO QQQ TR
+$249.9K
5,270
-1%
增持
GOOGL
ALPHABET INC
+$231.7K
11,914
+9%
减持
QUAL
ISHARES TR
+$229.0K
26,488
-5%
建仓
IYW
ISHARES TR
+$221.9K
1,808
建仓
—
EATON CORP PLC
+$221.8K
921
清仓
BLV
VANGUARD BD INDEX FDS
-$211.2K
0
-100%
增持
IVV
ISHARES TR
+$210.8K
3,719
+2%
建仓
ANGL
VANECK ETF TRUST
+$207.5K
7,211
建仓
XLF
SELECT SECTOR SPDR TR
+$203.1K
5,403
增持
SCHW
SCHWAB CHARLES CORP
+$193.6K
13,918
+0%
增持
AAPL
APPLE INC
+$192.3K
7,681
+2%
清仓
PGF
INVESCO EXCHANGE TRADED FD T
-$191.9K
0
-100%
增持
TOL
TOLL BROTHERS INC
+$186.1K
6,200
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$184.2K
21,178
+0%
增持
AMZN
AMAZON COM INC
+$172.3K
5,722
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$170.8K
4,427
-11%
增持
SCHA
SCHWAB STRATEGIC TR
+$170.2K
25,105
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$160.0K
2,675
+45%
减持
ABT
ABBOTT LABS
+$154.5K
25,442
-7%
增持
META
META PLATFORMS INC
+$153.7K
2,580
+2%
减持
VGT
VANGUARD WORLD FDS
+$143.7K
2,707
-4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$143.3K
8,783
-24%
减持
USMV
ISHARES TR
-$143.1K
6,776
-27%
减持
SCHM
SCHWAB STRATEGIC TR
+$129.5K
17,176
-0%
增持
TSLA
TESLA INC
+$123.1K
1,315
+62%
增持
IDV
ISHARES TR
+$115.0K
15,396
+24%
减持
TFLO
ISHARES TR
-$110.4K
35,667
-5%
减持
LGH
NORTHERN LTS FD TR III
+$108.5K
33,763
-2%
增持
SOFI
SOFI TECHNOLOGIES INC
+$105.0K
23,000
+48%
减持
SCHB
SCHWAB STRATEGIC TR
+$102.2K
25,055
-3%
减持
VUG
VANGUARD INDEX FDS
+$101.3K
5,143
-6%
减持
PEP
PEPSICO INC
-$99.3K
11,728
-5%
减持
QQH
NORTHERN LTS FD TR III
+$95.1K
30,529
-5%
减持
MRK
MERCK & CO INC
-$82.4K
4,230
-20%
减持
IGIB
ISHARES TR
-$74.2K
6,065
-24%
减持
IJH
ISHARES TR
+$72.8K
3,488
-3%
减持
VDE
VANGUARD WORLD FDS
-$72.8K
2,816
-11%
减持
ABR
ARBOR REALTY TRUST INC
-$68.3K
13,656
-25%
减持
VPU
VANGUARD WORLD FDS
-$63.9K
2,204
-23%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$63.1K
44,306
-24%
减持
ISCV
ISHARES TR
+$60.0K
13,523
-5%
增持
DTD
WISDOMTREE TR
+$57.3K
10,397
+1%
增持
O
REALTY INCOME CORP
+$52.8K
6,464
+1%
减持
ITOT
ISHARES TR
+$51.5K
5,613
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$49.4K
12,550
+2%
减持
IEFA
ISHARES TR
-$47.6K
31,233
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$46.8K
596
+9%
增持
VDC
VANGUARD WORLD FDS
+$46.7K
1,681
+12%
减持
WELL
WELLTOWER INC
+$43.2K
6,225
-2%
增持
OCTT
AIM ETF PRODUCTS TRUST
+$42.8K
13,750
+2%
减持
VYMI
VANGUARD WHITEHALL FDS
+$38.7K
9,075
-1%
减持
VFH
VANGUARD WORLD FDS
+$38.1K
3,715
-2%
减持
IGSB
ISHARES TR
-$37.0K
9,249
-10%
减持
VNQ
VANGUARD INDEX FDS
+$34.4K
3,077
-2%
减持
FNCL
FIDELITY COVINGTON TRUST
+$32.1K
5,255
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$32.1K
7,598
+1%
增持
SMOT
VANECK ETF TRUST
+$30.6K
7,793
+3%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$28.5K
20,443
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$27.8K
15,408
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$25.2K
17,741
+6%
增持
VHT
VANGUARD WORLD FDS
+$23.1K
1,332
+1%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$20.4K
7,865
-13%
减持
BBDC
BARINGS BDC INC
-$19.5K
29,827
-4%
减持
CMCSA
COMCAST CORP NEW
-$16.7K
6,393
-5%
减持
GLD
SPDR GOLD TR
+$15.7K
1,368
-5%
减持
XEL
XCEL ENERGY INC
+$14.1K
3,502
-1%
减持
IHI
ISHARES TR
-$9.5K
19,802
-11%
减持
IUSB
ISHARES TR
+$9.2K
11,193
-3%
减持
FHLC
FIDELITY COVINGTON TRUST
-$8.7K
4,243
-9%
清仓
—
AETHLON MED INC
-$7.9K
0
-100%
减持
F
FORD MTR CO DEL
-$3.3K
13,593
-0%
减持
VXUS
VANGUARD STAR FDS
+$965
18,624
-8%
减持
IJR
ISHARES TR
-$551
4,461
-13%
