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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 108 项
建仓 14
增持 46
减持 44
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$5.2M
84,562
建仓
IBIT
ISHARES BITCOIN TR
+$4.9M
121,605
增持
SPYM
SPDR SER TR
+$1.7M
190,476
+6%
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。
清仓
AGG
ISHARES TR
-$1.5M
0
-100%
减持
TFLO
ISHARES TR
-$970.6K
16,365
-54%
增持
IBDY
ISHARES TR
+$823.3K
61,978
+112%
增持
SCHD
SCHWAB STRATEGIC TR
+$530.2K
96,787
+1%
增持
TLT
ISHARES TR
+$519.9K
33,726
+25%
增持
SCHV
SCHWAB STRATEGIC TR
+$509.1K
62,850
+3%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$508.4K
8,048
增持
SCHG
SCHWAB STRATEGIC TR
+$423.9K
35,385
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$420.8K
45,749
+13%
建仓
CALF
PACER FDS TR
+$396.5K
8,065
增持
VOO
VANGUARD INDEX FDS
+$393.9K
7,823
+2%
减持
TOL
TOLL BROTHERS INC
-$391.5K
1,900
-69%
增持
TSLA
TESLA INC
+$331.4K
3,744
+185%
建仓
PFE
PFIZER INC
+$329.2K
11,862
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$316.5K
0
-100%
增持
DGRW
WISDOMTREE TR
+$314.1K
17,946
+20%
减持
EMXC
ISHARES INC
-$311.4K
9,132
-40%
减持
META
META PLATFORMS INC
+$291.1K
2,480
-4%
增持
XLE
SELECT SECTOR SPDR TR
+$285.6K
18,780
+6%
增持
IVV
ISHARES TR
+$277.0K
3,906
+5%
建仓
IAU
ISHARES GOLD TR
+$265.3K
6,316
增持
VYM
VANGUARD WHITEHALL FDS
+$260.9K
21,695
+2%
减持
QUAL
ISHARES TR
+$259.7K
25,295
-5%
增持
IJJ
ISHARES TR
+$247.5K
6,585
+41%
清仓
SMOT
VANECK ETF TRUST
-$245.5K
0
-100%
减持
MOAT
VANECK ETF TRUST
+$245.4K
53,017
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$234.3K
4,312
-3%
增持
DBND
DOUBLELINE ETF TRUST
+$232.9K
14,050
+58%
减持
IUSB
ISHARES TR
-$229.0K
6,287
-44%
增持
IJS
ISHARES TR
+$227.7K
5,380
+71%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$226.5K
7,088
增持
QQQ
INVESCO QQQ TR
+$225.6K
5,369
+2%
减持
GOOG
ALPHABET INC
-$223.5K
31,761
-12%
建仓
VPLS
VANGUARD MALVERN FDS
+$223.4K
2,912
清仓
XEL
XCEL ENERGY INC
-$216.8K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$215.1K
4,100
建仓
SPY
SPDR S&P 500 ETF TR
+$211.8K
405
建仓
MSTR
MICROSTRATEGY INC
+$211.4K
124
建仓
SCHX
SCHWAB STRATEGIC TR
+$207.6K
3,346
建仓
VOE
VANGUARD INDEX FDS
+$207.3K
1,330
减持
ABT
ABBOTT LABS
-$205.7K
22,829
-10%
建仓
DVA
DAVITA INC
+$203.3K
1,473
增持
VGT
VANGUARD WORLD FD
+$201.9K
2,883
+7%
减持
NVDA
NVIDIA CORPORATION
+$198.1K
518
-5%
增持
AAPL
APPLE INC
+$192.6K
9,747
+27%
增持
SCHB
SCHWAB STRATEGIC TR
+$167.3K
25,588
+2%
减持
VUG
VANGUARD INDEX FDS
+$164.3K
5,123
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$147.1K
17,694
+3%
减持
IEFA
ISHARES TR
-$127.5K
27,887
-11%
减持
AMZN
AMAZON COM INC
+$121.6K
5,494
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$121.6K
3,210
+20%
增持
ANGL
VANECK ETF TRUST
+$121.2K
11,329
+57%
减持
PEP
PEPSICO INC
-$115.9K
10,719
-9%
减持
SCHP
SCHWAB STRATEGIC TR
-$108.7K
13,335
-13%
减持
GOOGL
ALPHABET INC
+$98.7K
11,681
-2%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$98.6K
24,709
+21%
减持
IJR
ISHARES TR
-$97.9K
3,483
-22%
增持
IDV
ISHARES TR
+$93.3K
18,695
+21%
减持
MSFT
MICROSOFT CORP
+$91.1K
3,490
-5%
增持
BIV
VANGUARD BD INDEX FDS
+$87.3K
4,450
+37%
增持
JANT
AIM ETF PRODUCTS TRUST
+$79.5K
11,675
+19%
减持
FSK
FS KKR CAP CORP
-$74.8K
22,309
-11%
增持
SCHA
SCHWAB STRATEGIC TR
+$73.5K
25,577
+2%
减持
MRK
MERCK & CO INC
+$72.7K
4,046
-4%
增持
—
EATON CORP PLC
+$70.2K
934
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$67.7K
12,800
+2%
增持
ITOT
ISHARES TR
+$67.1K
5,705
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$66.0K
16,966
-1%
增持
—
EXXON MOBIL CORP
+$63.8K
3,598
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$56.4K
6,161
+14%
增持
IYW
ISHARES TR
+$54.3K
2,045
+13%
增持
VDC
VANGUARD WORLD FD
+$52.2K
1,828
+9%
减持
DTD
WISDOMTREE TR
+$51.9K
10,345
-1%
增持
VFH
VANGUARD WORLD FD
+$49.4K
3,830
+3%
增持
VHT
VANGUARD WORLD FD
+$45.1K
1,401
+5%
增持
VDE
VANGUARD WORLD FD
+$43.3K
2,837
+1%
增持
ICSH
ISHARES TR
+$42.3K
46,555
+1%
增持
IJH
ISHARES TR
+$39.6K
16,570
+375%
减持
VPU
VANGUARD WORLD FD
-$37.9K
1,852
-16%
减持
LGH
NORTHERN LTS FD TR III
+$36.5K
30,640
-9%
减持
QQH
NORTHERN LTS FD TR III
-$33.2K
27,351
-10%
减持
ABR
ARBOR REALTY TRUST INC
-$33.0K
13,156
-4%
增持
SUSA
ISHARES TR
+$29.6K
2,990
+1%
减持
IGSB
ISHARES TR
-$28.9K
8,686
-6%
减持
USMV
ISHARES TR
+$28.7K
6,670
-2%
减持
FNCL
FIDELITY COVINGTON TRUST
-$28.7K
4,255
-19%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$26.8K
7,635
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$25.8K
13,593
-2%
减持
F
FORD MTR CO DEL
-$25.0K
10,593
-22%
减持
VYMI
VANGUARD WHITEHALL FDS
+$19.2K
9,050
-0%
增持
O
REALTY INCOME CORP
-$17.3K
6,541
+1%
减持
WELL
WELLTOWER INC
-$17.0K
5,825
-6%
减持
ISCV
ISHARES TR
+$15.8K
13,341
-1%
增持
EMB
ISHARES TR
+$14.6K
3,290
+4%
减持
IHI
ISHARES TR
+$12.4K
18,452
-7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$11.9K
8,347
-5%
减持
BBDC
BARINGS BDC INC
-$9.1K
26,542
-11%
减持
VXUS
VANGUARD STAR FDS
-$9.0K
17,752
-5%
减持
MGC
VANGUARD WORLD FD
+$7.7K
1,400
-7%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$6.0K
43,381
-2%
增持
VNQ
VANGUARD INDEX FDS
-$5.0K
3,086
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$3.1K
587
-2%
减持
GLD
SPDR GOLD TR
+$1.2K
1,277
-7%
增持
IGIB
ISHARES TR
-$560
6,101
+1%
减持
FHLC
FIDELITY COVINGTON TRUST
+$304
3,939
-7%
