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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 107 项
建仓 8
增持 63
减持 28
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$2.1M
279,255
+10%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.1M
39,211
+3%
减持
TLT
ISHARES TR
-$973.8K
21,968
-25%
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
IBIT
ISHARES BITCOIN TRUST ETF
+$937.5K
52,213
+3%
增持
AAPL
APPLE INC
+$691.9K
12,242
+20%
增持
VPLS
VANGUARD MALVERN FDS
+$645.8K
92,919
+15%
增持
VUG
VANGUARD INDEX FDS
+$521.4K
7,919
+11%
清仓
IBDY
ISHARES TR
-$501.0K
0
-100%
清仓
PFE
PFIZER INC
-$494.6K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$480.4K
2,050
-59%
增持
NVDA
NVIDIA CORPORATION
+$463.9K
8,930
+47%
减持
GOOG
ALPHABET INC
+$442.9K
25,095
-3%
清仓
DG
DOLLAR GEN CORP NEW
-$423.4K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$413.7K
40,661
-6%
增持
IYW
ISHARES TR
+$396.3K
12,945
+18%
增持
DFLV
DIMENSIONAL ETF TRUST
+$392.5K
79,154
+23%
增持
SCHD
SCHWAB STRATEGIC TR
-$347.2K
161,629
+187%
增持
GOOGL
ALPHABET INC
+$339.6K
11,142
+4%
增持
QUAL
ISHARES TR
+$334.5K
27,174
+8%
增持
AMZN
AMAZON COM INC
+$326.6K
6,835
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$318.2K
145,801
+306%
减持
PEP
PEPSICO INC
-$316.1K
7,278
-13%
增持
MAXJ
ISHARES TR
+$315.4K
68,650
+21%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$305.7K
13,850
+81%
建仓
JPM
JPMORGAN CHASE & CO.
+$298.0K
1,243
增持
IDV
ISHARES TR
+$279.9K
31,926
+62%
减持
TSLA
TESLA INC
+$279.6K
1,999
-1%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$250.0K
4,963
建仓
HD
HOME DEPOT INC
+$232.7K
598
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$230.9K
5,625
+12%
建仓
TLH
ISHARES TR
+$221.1K
2,221
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$220.9K
0
-100%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$217.2K
46,254
+36%
建仓
VCR
VANGUARD WORLD FD
+$212.8K
567
建仓
V
VISA INC
+$211.4K
669
清仓
TOL
TOLL BROTHERS INC
-$208.6K
0
-100%
清仓
SPYD
SPDR SER TR
-$204.3K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$201.2K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$200.6K
2,971
建仓
MPLX
MPLX LP
+$200.4K
4,187
增持
BINC
BLACKROCK ETF TRUST II
+$193.2K
8,550
+82%
增持
QQQ
INVESCO QQQ TR
+$171.5K
5,556
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$163.0K
86,873
+219%
增持
MSFT
MICROSOFT CORP
+$160.2K
3,839
+13%
减持
VOO
VANGUARD INDEX FDS
-$154.5K
5,442
-7%
增持
SCHW
SCHWAB CHARLES CORP
+$139.9K
12,633
+3%
增持
IFRA
ISHARES TR
+$134.3K
14,279
+27%
增持
ICSH
ISHARES TR
+$130.8K
46,793
+7%
增持
VGT
VANGUARD WORLD FD
+$126.6K
3,022
+1%
减持
VXUS
VANGUARD STAR FDS
-$123.9K
15,991
-3%
增持
SCHV
SCHWAB STRATEGIC TR
-$121.8K
195,043
+201%
清仓
F
FORD MTR CO
-$112.0K
0
-100%
增持
QQH
NORTHERN LTS FD TR III
+$110.5K
27,190
+0%
减持
ABT
ABBOTT LABS
-$110.4K
13,389
-6%
增持
DGRW
WISDOMTREE TR
+$104.6K
20,594
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$103.4K
958
+20%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$102.7K
7,200
-11%
减持
O
REALTY INCOME CORP
-$99.7K
6,080
-9%
减持
IGIB
ISHARES TR
-$97.5K
4,592
-26%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$93.7K
4,027
-0%
增持
IVV
ISHARES TR
+$91.6K
4,254
+2%
增持
VFH
VANGUARD WORLD FD
+$82.3K
4,321
+11%
减持
—
SILA REALTY TRUST INC
-$76.0K
23,533
-8%
减持
MRK
MERCK & CO INC
-$75.6K
2,854
-10%
增持
CALF
PACER FDS TR
+$70.7K
11,880
+22%
增持
META
META PLATFORMS INC
+$63.5K
2,573
+2%
增持
IJS
ISHARES TR
+$59.0K
5,480
+10%
减持
EMXC
ISHARES INC
-$55.4K
9,156
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$53.7K
21,867
+6%
增持
XLF
SELECT SECTOR SPDR TR
+$52.8K
6,840
+12%
增持
SCHP
SCHWAB STRATEGIC TR
-$51.8K
23,984
+92%
减持
VHT
VANGUARD WORLD FD
-$47.8K
1,376
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$46.0K
57,696
+105%
增持
DTD
WISDOMTREE TR
+$43.6K
11,276
+6%
增持
LGH
NORTHERN LTS FD TR III
+$42.8K
30,474
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$41.0K
3,748
+9%
减持
VNQ
VANGUARD INDEX FDS
-$38.4K
2,524
-7%
增持
—
EXXON MOBIL CORP
+$37.1K
4,704
+18%
减持
IJH
ISHARES TR
-$36.3K
12,104
-5%
减持
IGSB
ISHARES TR
-$32.9K
8,174
-5%
增持
—
EATON CORP PLC
+$31.9K
1,029
+10%
增持
IEFA
ISHARES TR
+$29.2K
28,638
+13%
增持
SCHM
SCHWAB STRATEGIC TR
+$27.0K
56,946
+205%
增持
FHLC
FIDELITY COVINGTON TRUST
-$26.4K
3,660
+0%
减持
CMCSA
COMCAST CORP NEW
-$25.9K
5,868
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$25.5K
12,680
+1%
增持
GLD
SPDR GOLD TR
+$24.1K
1,510
+7%
减持
BBDC
BARINGS BDC INC
-$23.7K
19,027
-9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$22.9K
50,473
+4%
减持
IHI
ISHARES TR
-$22.8K
7,278
-4%
减持
SCHE
SCHWAB STRATEGIC TR
-$21.4K
7,834
-1%
减持
IJR
ISHARES TR
-$21.4K
2,024
-7%
增持
VPU
VANGUARD WORLD FD
-$14.0K
1,619
+1%
增持
ISCV
ISHARES TR
+$13.5K
13,702
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$12.9K
13,758
+205%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$11.4K
7,727
+0%
减持
ITOT
ISHARES TR
+$10.7K
4,852
-1%
增持
VYM
VANGUARD WHITEHALL FDS
-$9.3K
22,086
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$7.4K
691
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$7.3K
410
+1%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$7.2K
10,550
+5%
增持
VOE
VANGUARD INDEX FDS
+$5.4K
1,426
+6%
减持
SUSA
ISHARES TR
+$2.7K
2,350
-0%
增持
VDE
VANGUARD WORLD FD
+$1.6K
2,816
+1%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$921
14,622
-8%
增持
IAU
ISHARES GOLD TR
+$648
6,787
+1%
增持
VDC
VANGUARD WORLD FD
+$314
2,046
+3%
