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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 106 项
建仓 8
增持 55
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$2.4M
326,313
+2%
减持
QUAL
ISHARES TR
-$2.0M
13,820
-46%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
11,756
+23%
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
BAI
BLACKROCK ETF TRUST
+$1.0M
30,211
减持
IYW
ISHARES TR
-$1.0M
8,429
-45%
增持
DFLV
DIMENSIONAL ETF TRUST
+$759.3K
106,665
+20%
增持
NVDA
NVIDIA CORPORATION
+$751.8K
14,734
+17%
增持
SCHG
SCHWAB STRATEGIC TR
+$747.4K
170,051
+6%
建仓
GRNY
TIDAL TRUST I
+$697.8K
27,925
增持
TLT
ISHARES TR
+$657.3K
29,983
+31%
增持
SCHM
SCHWAB STRATEGIC TR
+$616.8K
81,403
+27%
增持
SCHV
SCHWAB STRATEGIC TR
+$590.4K
216,024
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$561.7K
79,831
+21%
增持
PEP
PEPSICO INC
+$519.7K
10,457
+46%
减持
GOOGL
ALPHABET INC
+$462.9K
9,808
-10%
减持
GOOG
ALPHABET INC
+$460.8K
18,602
-19%
增持
VPLS
VANGUARD MALVERN FDS
+$453.3K
77,715
+7%
清仓
VTV
VANGUARD INDEX FDS
-$399.8K
0
-100%
减持
AAPL
APPLE INC
+$320.1K
9,427
-7%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$296.6K
40,233
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$277.8K
54,064
+2%
建仓
SLV
ISHARES SILVER TR
+$261.4K
6,170
减持
QQQ
INVESCO QQQ TR
+$258.8K
5,505
-0%
增持
IEFA
ISHARES TR
+$257.7K
32,866
+5%
建仓
SCHE
SCHWAB STRATEGIC TR
+$255.4K
7,655
建仓
DSI
ISHARES TR
+$253.9K
2,016
减持
VGT
VANGUARD WORLD FD
+$248.3K
3,027
-0%
增持
IVV
ISHARES TR
+$243.2K
4,384
+1%
增持
VOO
VANGUARD INDEX FDS
+$237.0K
4,796
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$224.1K
138,572
+3%
建仓
ORCL
ORACLE CORP
+$223.9K
796
建仓
GDX
VANECK ETF TRUST
+$221.4K
2,898
增持
VYM
VANGUARD WHITEHALL FDS
+$216.3K
22,766
+1%
增持
ICSH
ISHARES TR
+$212.7K
83,212
+5%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$211.9K
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$207.8K
0
-100%
建仓
SPYD
SPDR SERIES TRUST
+$207.5K
4,717
减持
QQH
NORTHERN LTS FD TR III
+$204.3K
24,403
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$200.9K
88,736
+2%
增持
DGRW
WISDOMTREE TR
+$179.6K
21,897
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$174.7K
6,261
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$173.5K
53,311
+6%
减持
LGH
NORTHERN LTS FD TR III
+$154.3K
27,235
-1%
减持
FSK
FS KKR CAP CORP
-$136.7K
12,570
-20%
减持
TSLA
TESLA INC
+$132.6K
1,076
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$129.4K
13,333
+6%
减持
COST
COSTCO WHSL CORP NEW
-$128.9K
449
-18%
减持
META
META PLATFORMS INC
-$112.3K
2,453
-5%
增持
EMXC
ISHARES INC
+$106.9K
10,173
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$103.4K
22,097
+0%
清仓
BBDC
BARINGS BDC INC
-$99.9K
0
-100%
减持
—
SILA REALTY TRUST INC
-$98.8K
11,246
-30%
减持
AVGO
BROADCOM INC
+$98.2K
1,841
-0%
增持
MSTR
STRATEGY INC
-$91.4K
1,134
+0%
增持
IDV
ISHARES TR
+$87.6K
34,102
+2%
增持
IAU
ISHARES GOLD TR
+$85.7K
7,030
+3%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$85.5K
54,383
+6%
减持
MOAT
VANECK ETF TRUST
+$84.9K
32,700
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$83.5K
1,905
-2%
减持
SOFI
SOFI TECHNOLOGIES INC
+$82.2K
10,450
-2%
减持
GLD
SPDR GOLD TR
-$74.9K
1,530
-25%
增持
ISCV
ISHARES TR
+$74.4K
13,442
+0%
增持
VXUS
VANGUARD STAR FDS
+$72.5K
15,724
+0%
增持
GSEW
GOLDMAN SACHS ETF TR
+$66.3K
10,641
+3%
减持
IGSB
ISHARES TR
-$59.8K
5,585
-17%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$59.4K
26,142
-21%
增持
SCHF
SCHWAB STRATEGIC TR
+$58.8K
11,859
+21%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$58.6K
18,428
+6%
减持
SUSA
ISHARES TR
-$57.6K
1,516
-27%
增持
—
EXXON MOBIL CORP
+$57.1K
5,011
+6%
增持
VOX
VANGUARD WORLD FD
+$56.6K
1,390
+16%
增持
DTD
WISDOMTREE TR
+$52.0K
11,573
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$48.9K
8,950
+1%
增持
IJH
ISHARES TR
+$47.5K
8,128
+4%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$42.8K
918
-5%
减持
ABT
ABBOTT LABS
-$38.4K
12,007
-1%
减持
IHI
ISHARES TR
-$35.9K
6,819
-4%
减持
JPM
JPMORGAN CHASE & CO.
-$34.9K
1,031
-17%
减持
ITOT
ISHARES TR
+$33.0K
4,425
-2%
增持
TGT
TARGET CORP
-$30.2K
3,394
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$27.0K
13,848
+0%
增持
DBEF
DBX ETF TR
+$25.7K
5,220
+5%
增持
V
VISA INC
+$24.9K
699
+16%
减持
MSFT
MICROSOFT CORP
-$24.4K
3,426
-5%
增持
VPU
VANGUARD WORLD FD
+$22.7K
1,645
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$21.9K
3,706
-1%
增持
O
REALTY INCOME CORP
+$21.7K
5,696
+1%
增持
VDE
VANGUARD WORLD FD
+$21.6K
2,871
+1%
增持
AMZN
AMAZON COM INC
+$19.5K
6,957
+1%
减持
IGIB
ISHARES TR
-$17.7K
4,075
-9%
增持
XLF
SELECT SECTOR SPDR TR
+$17.3K
11,403
+0%
增持
VFH
VANGUARD WORLD FD
+$16.6K
3,825
+0%
增持
VOE
VANGUARD INDEX FDS
+$15.7K
1,442
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$14.4K
474
-13%
增持
EVLN
MORGAN STANLEY ETF TRUST
+$13.6K
5,823
+5%
减持
AHR
AMERICAN HEALTHCARE REIT INC
+$9.1K
8,692
-10%
增持
VDC
VANGUARD WORLD FD
-$8.8K
2,130
+1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$7.8K
7,854
+0%
减持
MRK
MERCK & CO INC
+$7.7K
2,773
-2%
增持
VNQ
VANGUARD INDEX FDS
+$6.7K
2,444
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$6.3K
6,590
-2%
减持
VCR
VANGUARD WORLD FD
+$5.7K
613
-6%
减持
HD
HOME DEPOT INC
+$3.8K
553
-8%
减持
VHT
VANGUARD WORLD FD
+$3.7K
1,210
-3%
减持
—
EATON CORP PLC
+$2.8K
989
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$416
341
-7%
