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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
24Q3 调仓
2024-03-31 → 2024-09-30 · 共 118 项
建仓 13
增持 43
减持 54
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VPLS
VANGUARD MALVERN FDS
+$6.2M
80,877
+2677%
增持
SPYM
SPDR SER TR
+$5.4M
253,595
+33%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$3.1M
38,250
-55%
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。
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$3.1M
50,716
-58%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.0M
56,345
-42%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$2.0M
64,412
建仓
MAXJ
ISHARES TR
+$1.5M
56,900
增持
IYW
ISHARES TR
+$1.4M
11,006
+438%
减持
IBDY
ISHARES TR
-$1.1M
18,978
-69%
减持
ABT
ABBOTT LABS
-$970.0K
14,251
-38%
增持
VUG
VANGUARD INDEX FDS
+$965.5K
7,108
+39%
清仓
TFLO
ISHARES TR
-$829.5K
0
-100%
增持
AAPL
APPLE INC
+$702.3K
10,188
+5%
减持
VOO
VANGUARD INDEX FDS
-$673.6K
5,850
-25%
建仓
—
SILA REALTY TRUST INC
+$648.4K
25,637
减持
IHI
ISHARES TR
-$633.6K
7,557
-59%
减持
MOAT
VANECK ETF TRUST
-$582.2K
43,156
-19%
清仓
USMV
ISHARES TR
-$557.5K
0
-100%
建仓
IFRA
ISHARES TR
+$526.7K
11,214
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$505.5K
5,038
+17%
减持
GOOG
ALPHABET INC
-$499.8K
25,936
-18%
增持
SCHG
SCHWAB STRATEGIC TR
+$464.4K
35,950
+2%
减持
PEP
PEPSICO INC
-$453.1K
8,367
-22%
增持
SCHV
SCHWAB STRATEGIC TR
+$431.3K
64,783
+3%
建仓
DG
DOLLAR GEN CORP NEW
+$423.4K
5,007
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$416.5K
15,957
建仓
EVSM
MORGAN STANLEY ETF TRUST
+$384.9K
7,660
增持
IVV
ISHARES TR
+$359.5K
4,183
+7%
减持
QUAL
ISHARES TR
+$347.5K
25,124
-1%
清仓
ANGL
VANECK ETF TRUST
-$328.8K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$304.0K
4,047
-50%
减持
TLT
ISHARES TR
-$298.9K
29,483
-13%
清仓
EMB
ISHARES TR
-$295.0K
0
-100%
清仓
IUSB
ISHARES TR
-$286.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$284.8K
5,468
+2%
建仓
APRT
AIM ETF PRODUCTS TRUST
+$284.3K
7,525
增持
NVDA
NVIDIA CORPORATION
+$267.3K
6,055
+1069%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$260.7K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$246.9K
27,195
+6%
增持
VGT
VANGUARD WORLD FD
+$240.8K
2,988
+4%
增持
META
META PLATFORMS INC
+$238.5K
2,521
+2%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$235.6K
10,050
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$233.7K
48,408
+6%
建仓
SCHE
SCHWAB STRATEGIC TR
+$230.1K
7,884
清仓
DFAC
DIMENSIONAL ETF TRUST
-$226.5K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$224.4K
800
减持
IJH
ISHARES TR
-$215.9K
12,685
-23%
清仓
MSTR
MICROSTRATEGY INC
-$211.4K
0
-100%
减持
QQH
NORTHERN LTS FD TR III
+$210.5K
27,154
-1%
建仓
SPYD
SPDR SER TR
+$204.3K
4,475
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$203.3K
33,945
+37%
增持
VYM
VANGUARD WHITEHALL FDS
+$202.3K
22,053
+2%
建仓
SCHF
SCHWAB STRATEGIC TR
+$201.2K
4,893
增持
DGRW
WISDOMTREE TR
+$194.7K
18,773
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$188.2K
12,268
-10%
增持
SCHA
SCHWAB STRATEGIC TR
+$186.6K
28,078
+10%
增持
AMZN
AMAZON COM INC
+$181.9K
6,295
+15%
减持
MRK
MERCK & CO INC
-$174.3K
3,166
-22%
增持
PFE
PFIZER INC
+$165.4K
17,089
+44%
减持
TSLA
TESLA INC
-$130.4K
2,017
-46%
减持
IJR
ISHARES TR
-$130.3K
2,177
-37%
减持
ICSH
ISHARES TR
-$124.9K
43,928
-6%
减持
LGH
NORTHERN LTS FD TR III
+$118.0K
30,406
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$110.1K
18,666
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$98.3K
4,510
+35%
减持
IEFA
ISHARES TR
-$86.4K
25,412
-9%
减持
SOFI
SOFI TECHNOLOGIES INC
-$84.2K
10,650
-54%
增持
DTD
WISDOMTREE TR
+$80.2K
10,588
+2%
增持
GLD
SPDR GOLD TR
+$78.8K
1,405
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$72.1K
3,437
+7%
增持
O
REALTY INCOME CORP
+$70.6K
6,692
+2%
增持
IDV
ISHARES TR
+$70.1K
19,658
+5%
增持
IAU
ISHARES GOLD TR
+$70.0K
6,748
+7%
减持
DBND
DOUBLELINE ETF TRUST
-$66.8K
12,200
-13%
增持
VDC
VANGUARD WORLD FD
+$59.0K
1,978
+8%
增持
CALF
PACER FDS TR
+$55.7K
9,719
+21%
减持
WELL
WELLTOWER INC
+$51.3K
4,652
-20%
增持
—
EXXON MOBIL CORP
+$50.7K
4,000
+11%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$49.3K
7,699
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$46.4K
20,723
+10%
减持
IJJ
ISHARES TR
-$45.3K
5,935
-10%
减持
ITOT
ISHARES TR
-$44.4K
4,883
-14%
减持
SUSA
ISHARES TR
-$43.4K
2,351
-21%
减持
BBDC
BARINGS BDC INC
-$41.0K
21,001
-21%
增持
ISCV
ISHARES TR
+$38.9K
13,475
+1%
增持
EMXC
ISHARES INC
+$37.3K
9,214
+1%
减持
TOL
TOLL BROTHERS INC
-$37.2K
1,350
-29%
增持
BINC
BLACKROCK ETF TRUST II
+$36.5K
4,700
+15%
增持
VFH
VANGUARD WORLD FD
+$35.7K
3,893
+2%
减持
VDE
VANGUARD WORLD FD
-$33.5K
2,777
-2%
减持
CMCSA
COMCAST CORP NEW
-$31.0K
5,893
-8%
减持
VYMI
VANGUARD WHITEHALL FDS
+$30.8K
8,900
-2%
增持
F
FORD MTR CO
-$28.7K
10,606
+0%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$27.9K
16,566
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$24.2K
12,517
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$21.1K
406
+0%
减持
JUNT
AIM ETF PRODUCTS TRUST
+$20.4K
11,050
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$20.1K
8,095
-3%
增持
IGIB
ISHARES TR
+$19.2K
6,218
+2%
减持
XLF
SELECT SECTOR SPDR TR
+$18.3K
6,130
-1%
减持
FSK
FS KKR CAP CORP
-$18.0K
20,652
-7%
增持
VOE
VANGUARD INDEX FDS
+$17.9K
1,343
+1%
增持
VHT
VANGUARD WORLD FD
+$17.8K
1,406
+0%
减持
MGC
VANGUARD WORLD FD
+$17.3K
1,350
-4%
减持
IJS
ISHARES TR
-$16.7K
4,980
-7%
减持
VPU
VANGUARD WORLD FD
+$14.4K
1,601
-14%
减持
BIV
VANGUARD BD INDEX FDS
-$14.2K
4,100
-8%
减持
MSFT
MICROSOFT CORP
-$10.3K
3,388
-3%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$10.1K
42,106
-3%
减持
IGSB
ISHARES TR
+$10.1K
8,649
-0%
减持
FHLC
FIDELITY COVINGTON TRUST
-$9.3K
3,648
-7%
减持
ABR
ARBOR REALTY TRUST INC
+$7.8K
11,706
-11%
减持
FNCL
FIDELITY COVINGTON TRUST
+$7.5K
4,075
-4%
减持
GOOGL
ALPHABET INC
+$6.6K
10,670
-9%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$4.9K
12,550
-2%
减持
VXUS
VANGUARD STAR FDS
-$4.2K
16,470
-7%
减持
VNQ
VANGUARD INDEX FDS
-$3.6K
2,702
-12%
减持
OCTT
AIM ETF PRODUCTS TRUST
+$3.5K
13,250
-4%
