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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 113 项
建仓 7
增持 49
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
EFV
ISHARES TR
+$1.4M
20,236
建仓
SHLD
GLOBAL X FDS
+$1.2M
18,829
减持
GOOG
ALPHABET INC
+$1.1M
18,056
-3%
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
BAI
BLACKROCK ETF TRUST
+$1.1M
64,752
+114%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
13,808
+17%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$944.9K
40,283
+0%
清仓
GSEW
GOLDMAN SACHS ETF TR
-$904.9K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$824.5K
54,173
+0%
减持
IEFA
ISHARES TR
-$696.9K
24,286
-26%
建仓
CLOA
BLACKROCK ETF TRUST II
+$685.0K
13,238
减持
GOOGL
ALPHABET INC
+$633.9K
9,643
-2%
增持
ICSH
ISHARES TR
+$618.5K
95,720
+15%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$607.1K
11,482
增持
VPLS
VANGUARD MALVERN FDS
+$582.3K
85,680
+10%
减持
IYW
ISHARES TR
-$526.9K
5,629
-33%
建仓
SYFI
AB ACTIVE ETFS INC
+$513.9K
14,304
建仓
ICVT
ISHARES TR
+$489.1K
4,965
增持
SCHG
SCHWAB STRATEGIC TR
+$377.1K
177,910
+5%
清仓
MSTR
STRATEGY INC
-$365.4K
0
-100%
增持
GRNY
TIDAL TRUST I
+$305.3K
40,515
+45%
清仓
EVLN
MORGAN STANLEY ETF TRUST
-$289.2K
0
-100%
减持
SPYM
SPDR SERIES TRUST
+$287.6K
322,251
-1%
减持
VOO
VANGUARD INDEX FDS
-$256.1K
4,275
-11%
建仓
IBD
NORTHERN LTS FD TR IV
+$254.1K
10,500
减持
MSFT
MICROSOFT CORP
-$238.7K
3,176
-7%
增持
SCHV
SCHWAB STRATEGIC TR
+$227.6K
220,061
+2%
清仓
HD
HOME DEPOT INC
-$224.2K
0
-100%
清仓
ORCL
ORACLE CORP
-$223.9K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$223.5K
0
-100%
减持
DGRW
WISDOMTREE TR
-$215.8K
19,369
-12%
增持
IDV
ISHARES TR
+$174.7K
36,023
+6%
增持
SLV
ISHARES SILVER TR
+$147.2K
6,343
+3%
减持
QUAL
ISHARES TR
-$141.2K
12,822
-7%
减持
PEP
PEPSICO INC
-$138.3K
9,269
-11%
增持
DBND
DOUBLELINE ETF TRUST
+$134.8K
15,125
+24%
增持
IVV
ISHARES TR
+$132.6K
4,477
+2%
减持
SCHM
SCHWAB STRATEGIC TR
-$119.0K
76,283
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$114.8K
23,158
+2%
增持
QQQ
INVESCO QQQ TR
+$114.7K
5,567
+1%
减持
ABT
ABBOTT LABS
-$106.6K
11,986
-0%
减持
TLT
ISHARES TR
-$99.1K
29,606
-1%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$85.8K
4,033
+0%
增持
GLD
SPDR GOLD TR
+$84.7K
1,586
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$84.0K
90,180
+2%
增持
NVDA
NVIDIA CORPORATION
+$80.7K
15,173
+3%
增持
BINC
BLACKROCK ETF TRUST II
+$75.1K
10,050
+18%
减持
SCHD
SCHWAB STRATEGIC TR
-$72.2K
135,285
-2%
增持
IAU
ISHARES GOLD TR
+$71.6K
7,184
+2%
减持
TGT
TARGET CORP
-$70.6K
2,392
-30%
增持
EMXC
ISHARES INC
+$69.5K
10,405
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
+$66.6K
104,526
-2%
增持
META
META PLATFORMS INC
-$60.7K
2,637
+8%
减持
AMZN
AMAZON COM INC
+$60.5K
6,880
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$52.5K
3,396
-8%
减持
APRT
AIM ETF PRODUCTS TRUST
-$45.1K
6,275
-17%
增持
XLF
SELECT SECTOR SPDR TR
+$43.4K
12,008
+5%
减持
—
SILA REALTY TRUST INC
-$43.3K
10,250
-9%
减持
—
EXXON MOBIL CORP
-$40.1K
4,362
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$39.8K
6,183
-1%
减持
O
REALTY INCOME CORP
-$37.2K
5,482
-4%
增持
VHT
VANGUARD WORLD FD
+$36.1K
1,217
+1%
增持
TSLA
TESLA INC
+$32.8K
1,137
+6%
增持
GDX
VANECK ETF TRUST
+$31.6K
2,950
+2%
减持
V
VISA INC
-$31.4K
591
-15%
增持
ISCV
ISHARES TR
+$30.7K
13,525
+1%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$30.0K
10,350
-8%
减持
LGH
NORTHERN LTS FD TR III
+$29.7K
27,023
-1%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$29.7K
23,963
-8%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$29.2K
898
-2%
增持
DTD
WISDOMTREE TR
+$29.1K
11,796
+2%
减持
IJJ
ISHARES TR
-$27.5K
2,650
-9%
减持
IJS
ISHARES TR
-$26.8K
2,045
-13%
减持
MOAT
VANECK ETF TRUST
+$26.6K
31,552
-4%
减持
SCHA
SCHWAB STRATEGIC TR
+$26.6K
79,140
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$26.5K
43,561
+97%
增持
VGT
VANGUARD WORLD FD
+$25.2K
3,032
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$21.2K
13,805
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$18.8K
52,853
-1%
减持
JUNT
AIM ETF PRODUCTS TRUST
-$18.6K
10,300
-7%
减持
IGIB
ISHARES TR
-$18.0K
3,756
-8%
减持
QQH
NORTHERN LTS FD TR III
+$17.3K
24,298
-0%
增持
VFH
VANGUARD WORLD FD
+$17.2K
3,890
+2%
增持
VOX
VANGUARD WORLD FD
+$16.8K
1,434
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$15.6K
12,132
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$14.6K
6,513
-1%
减持
FSK
FS KKR CAP CORP
-$13.8K
11,743
-7%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$13.5K
7,892
+0%
减持
AHR
AMERICAN HEALTHCARE REIT INC
+$11.6K
8,006
-8%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$10.4K
18,659
+1%
减持
VXUS
VANGUARD STAR FDS
+$10.2K
15,447
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$8.7K
13,878
+0%
减持
MPLX
MPLX LP
+$8.5K
3,957
-2%
减持
IGSB
ISHARES TR
-$8.3K
5,444
-3%
减持
AAPL
APPLE INC
-$7.2K
8,804
-7%
增持
VOE
VANGUARD INDEX FDS
+$6.5K
1,455
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$6.2K
324
-5%
增持
IJH
ISHARES TR
+$6.1K
8,129
+0%
增持
VPU
VANGUARD WORLD FD
-$5.5K
1,654
+1%
增持
PCEF
INVESCO EXCH TRADED FD TR II
+$5.5K
54,905
+1%
减持
VYMI
VANGUARD WHITEHALL FDS
+$4.9K
8,475
-5%
增持
RKT
ROCKET COS INC
+$4.6K
11,250
+2%
减持
DSI
ISHARES TR
+$4.4K
2,005
-1%
减持
ITOT
ISHARES TR
+$3.9K
4,361
-1%
减持
IHI
ISHARES TR
+$3.6K
6,649
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$3.2K
1,800
-11%
增持
VDC
VANGUARD WORLD FD
-$2.7K
2,142
+1%
增持
VDE
VANGUARD WORLD FD
+$2.7K
2,891
+1%
增持
SPYD
SPDR SERIES TRUST
-$1.7K
4,758
+1%
减持
SUSA
ISHARES TR
+$1.4K
1,486
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.0K
1,013
-2%
增持
VCR
VANGUARD WORLD FD
-$916
614
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$566
7,817
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$169
1,956
+3%
