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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 109 项
建仓 12
增持 40
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$4.6M
318,691
+13%
减持
VPLS
VANGUARD MALVERN FDS
-$2.0M
72,716
-27%
增持
ICSH
ISHARES TR
+$1.6M
79,084
+63%
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
VUG
VANGUARD INDEX FDS
+$1.2M
9,530
+18%
增持
SCHG
SCHWAB STRATEGIC TR
+$937.5K
160,181
+7%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$849.5K
39,569
-1%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$838.6K
10,285
增持
NVDA
NVIDIA CORPORATION
+$754.6K
12,642
+10%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$744.7K
52,873
-1%
增持
IYW
ISHARES TR
+$726.2K
15,404
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$726.0K
134,299
-12%
清仓
IFRA
ISHARES TR
-$693.8K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$544.5K
550
增持
SCHV
SCHWAB STRATEGIC TR
+$498.5K
205,930
+5%
清仓
CALF
PACER FDS TR
-$465.4K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$456.8K
1,130
减持
AAPL
APPLE INC
-$449.5K
10,140
-11%
减持
QQQ
INVESCO QQQ TR
+$448.8K
5,523
-0%
增持
META
META PLATFORMS INC
+$443.1K
2,593
+2%
减持
GOOG
ALPHABET INC
+$411.4K
22,942
-2%
建仓
VTV
VANGUARD INDEX FDS
+$399.8K
2,262
增持
IEFA
ISHARES TR
+$379.6K
31,287
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$376.0K
6,120
-3%
减持
IJJ
ISHARES TR
-$352.2K
2,900
-51%
减持
VGT
VANGUARD WORLD FD
+$344.5K
3,033
-1%
建仓
TGT
TARGET CORP
+$334.6K
3,392
增持
SCHM
SCHWAB STRATEGIC TR
+$302.6K
64,026
+12%
减持
IJS
ISHARES TR
-$300.9K
2,345
-57%
增持
SCHA
SCHWAB STRATEGIC TR
+$283.4K
65,833
+12%
增持
IVV
ISHARES TR
+$278.4K
4,334
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$264.1K
1,937
减持
MSFT
MICROSOFT CORP
+$260.0K
3,616
-12%
清仓
IJR
ISHARES TR
-$227.2K
0
-100%
减持
—
SILA REALTY TRUST INC
-$227.0K
16,099
-29%
建仓
SPY
SPDR S&P 500 ETF TR
+$226.8K
367
增持
CRWD
CROWDSTRIKE HLDGS INC
+$225.8K
968
+28%
增持
XLF
SELECT SECTOR SPDR TR
+$221.2K
11,399
+51%
减持
GOOGL
ALPHABET INC
+$220.9K
10,903
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$218.1K
87,307
+1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$217.3K
9,832
建仓
DBEF
DBX ETF TR
+$216.6K
4,950
清仓
CMCSA
COMCAST CORP NEW
-$216.5K
0
-100%
减持
IJH
ISHARES TR
-$211.7K
7,787
-35%
增持
AMZN
AMAZON COM INC
+$210.7K
6,874
+1%
清仓
XEL
XCEL ENERGY INC
-$210.3K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$207.8K
251
建仓
VOX
VANGUARD WORLD FD
+$204.3K
1,195
清仓
SPYD
SPDR SER TR
-$201.1K
0
-100%
增持
GLD
SPDR GOLD TR
+$180.8K
2,030
+34%
减持
QUAL
ISHARES TR
+$171.5K
25,554
-3%
增持
XLE
SELECT SECTOR SPDR TR
-$170.7K
22,057
+1%
建仓
RKT
ROCKET COS INC
+$156.0K
11,000
减持
PEP
PEPSICO INC
-$143.8K
7,186
-1%
减持
AVGO
BROADCOM INC
+$140.9K
1,847
-16%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$128.8K
17,417
+17%
增持
VXUS
VANGUARD STAR FDS
+$112.0K
15,669
+0%
减持
MAXJ
ISHARES TR
+$107.1K
68,250
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$106.3K
22,448
+0%
增持
DGRW
WISDOMTREE TR
+$96.0K
21,117
+1%
减持
VOO
VANGUARD INDEX FDS
+$94.3K
4,753
-6%
减持
TLT
ISHARES TR
-$94.0K
22,915
-1%
减持
IDV
ISHARES TR
+$93.2K
33,580
-2%
减持
ABT
ABBOTT LABS
-$88.7K
12,107
-7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$82.2K
13,580
+7%
减持
BBDC
BARINGS BDC INC
-$81.6K
10,931
-43%
减持
MOAT
VANECK ETF TRUST
-$80.2K
33,650
-8%
增持
DFLV
DIMENSIONAL ETF TRUST
+$78.7K
88,653
+1%
增持
TSLA
TESLA INC
+$77.4K
1,089
+5%
增持
EMXC
ISHARES INC
+$77.4K
9,184
+1%
减持
QQH
NORTHERN LTS FD TR III
+$68.2K
24,527
-10%
减持
FSK
FS KKR CAP CORP
-$63.2K
15,634
-15%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$56.8K
33,060
-21%
减持
VHT
VANGUARD WORLD FD
-$55.0K
1,250
-9%
减持
VYMI
VANGUARD WHITEHALL FDS
+$53.1K
8,850
-1%
增持
—
EXXON MOBIL CORP
-$52.0K
4,711
+0%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$50.0K
14,566
-12%
增持
DTD
WISDOMTREE TR
+$44.3K
11,572
+2%
减持
ITOT
ISHARES TR
+$44.2K
4,528
-3%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$43.9K
9,690
-27%
减持
VFH
VANGUARD WORLD FD
-$43.8K
3,813
-14%
减持
WELL
WELLTOWER INC
-$43.8K
4,252
-7%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$42.3K
11,300
+7%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$40.8K
51,203
+1%
减持
FHLC
FIDELITY COVINGTON TRUST
-$38.9K
3,314
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$35.8K
542
-16%
增持
SCHX
SCHWAB STRATEGIC TR
+$33.3K
13,819
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$31.8K
50,494
+2%
减持
MRK
MERCK & CO INC
-$31.1K
2,843
-0%
增持
VDE
VANGUARD WORLD FD
-$27.8K
2,853
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$26.4K
2,025
-1%
减持
IGSB
ISHARES TR
-$25.9K
6,748
-7%
增持
IAU
ISHARES GOLD TR
+$25.8K
6,830
+1%
增持
VCR
VANGUARD WORLD FD
+$24.5K
655
+0%
减持
O
REALTY INCOME CORP
-$19.4K
5,634
-5%
减持
LGH
NORTHERN LTS FD TR III
+$18.9K
27,379
-10%
减持
IHI
ISHARES TR
+$15.0K
7,114
-1%
增持
VPU
VANGUARD WORLD FD
+$10.8K
1,637
+1%
减持
EVLN
MORGAN STANLEY ETF TRUST
-$10.5K
5,529
-4%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$10.1K
7,818
+1%
减持
ISCV
ISHARES TR
+$5.8K
13,380
-3%
减持
FNCL
FIDELITY COVINGTON TRUST
+$5.5K
3,900
-4%
减持
SUSA
ISHARES TR
-$4.8K
2,077
-11%
减持
IGIB
ISHARES TR
-$4.5K
4,467
-3%
减持
V
VISA INC
-$3.2K
602
-3%
增持
VDC
VANGUARD WORLD FD
+$3.0K
2,119
+1%
增持
VNQ
VANGUARD INDEX FDS
-$2.7K
2,434
+0%
减持
MGC
VANGUARD WORLD FD
-$2.0K
1,200
-11%
增持
HD
HOME DEPOT INC
+$601
601
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$333
6,720
-1%
