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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 126 项
建仓 11
增持 82
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
52,640
+21%
减持
GOOG
ALPHABET INC
-$775.5K
17,049
-6%
增持
SPYM
SPDR SERIES TRUST
-$686.8K
328,771
+2%
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
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$659.9K
40,842
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$609.2K
178,311
+0%
减持
QUAL
ISHARES TR
-$581.0K
10,248
-20%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$572.3K
55,112
+2%
建仓
PNC
PNC FINL SVCS GROUP INC
+$535.2K
2,572
增持
JANT
AIM ETF PRODUCTS TRUST
+$469.8K
24,175
+99%
增持
DFLV
DIMENSIONAL ETF TRUST
+$404.7K
111,469
+7%
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$376.8K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$353.4K
132,472
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$328.8K
224,419
+2%
减持
ABT
ABBOTT LABORATORIES
-$320.4K
11,506
-4%
建仓
MSTR
STRATEGY INC
+$314.0K
2,516
减持
NVDA
NVIDIA CORPORATION
-$306.5K
14,468
-5%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$290.7K
7,970
建仓
GS
GOLDMAN SACHS GROUP INC
+$288.5K
341
增持
EFV
ISHARES TR
+$288.0K
23,309
+15%
减持
QQH
NORTHERN LTS FD TR III
-$272.3K
23,021
-5%
建仓
ESGU
ISHARES TR
+$271.0K
1,916
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$260.5K
5,942
-4%
减持
LGH
NORTHERN LTS FD TR III
-$248.0K
25,046
-7%
增持
SCHM
SCHWAB STRATEGIC TR
+$241.5K
81,889
+7%
清仓
—
SILA REALTY TRUST INC
-$238.9K
0
-100%
增持
GOOGL
ALPHABET INC
-$236.4K
9,674
+0%
清仓
TGT
TARGET CORP
-$233.8K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$233.2K
14,888
+8%
建仓
FIX
COMFORT SYS USA INC
+$227.5K
165
增持
SHLD
GLOBAL X FDS
+$226.8K
20,422
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$224.5K
85,227
+8%
增持
—
EXXON MOBIL CORP
+$215.5K
4,364
+0%
建仓
PWR
QUANTA SVCS INC
+$214.1K
390
建仓
DVY
ISHARES TR
+$212.7K
1,405
清仓
V
VISA INC
-$207.3K
0
-100%
清仓
SUSA
ISHARES TR
-$207.1K
0
-100%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$206.2K
6,500
建仓
XLU
SELECT SECTOR SPDR TR
+$206.1K
4,491
增持
MOAT
VANECK ETF TRUST
-$204.6K
31,675
+0%
增持
ICVT
ISHARES TR
+$201.0K
6,779
+37%
建仓
VNQ
VANGUARD INDEX FDS
+$200.2K
2,257
增持
QQQ
INVESCO QQQ TR
-$193.8K
5,590
+0%
增持
DSI
ISHARES TR
+$190.2K
3,701
+85%
增持
META
META PLATFORMS INC
-$181.3K
2,726
+3%
清仓
FSK
FS KKR CAP CORP
-$173.9K
0
-100%
增持
VPLS
VANGUARD MALVERN FDS
+$170.3K
88,456
+3%
增持
ICSH
ISHARES TR
+$169.6K
98,994
+3%
增持
DBND
DOUBLELINE ETF TRUST
+$158.8K
18,775
+24%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$151.0K
0
-100%
增持
VGT
VANGUARD WORLD FD
-$147.0K
3,065
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$144.9K
23,421
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$143.2K
4,136
+22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$141.1K
55,864
+6%
增持
VDE
VANGUARD WORLD FD
+$138.6K
2,905
+0%
增持
MSFT
MICROSOFT CORP
-$129.5K
3,799
+20%
增持
BINC
BLACKROCK ETF TRUST II
+$129.2K
12,700
+26%
增持
BAI
BLACKROCK ETF TRUST
+$128.8K
69,350
+7%
增持
PEP
PEPSICO INC
+$122.9K
9,358
+1%
减持
IYW
ISHARES TR
-$122.6K
5,520
-2%
增持
IDV
ISHARES TR
+$113.0K
36,046
+0%
增持
GRNY
TIDAL TRUST I
+$107.2K
46,515
+15%
增持
IVV
ISHARES TR
-$105.3K
4,534
+1%
增持
CLOA
BLACKROCK ETF TRUST II
+$102.4K
15,191
+15%
增持
VYMI
VANGUARD WHITEHALL FDS
+$101.9K
9,175
+8%
增持
EMXC
ISHARES INC
+$99.8K
10,883
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$98.9K
90,299
+0%
增持
AMZN
AMAZON COM INC
-$98.1K
7,154
+4%
减持
DGRW
WISDOMTREE TR
-$97.3K
18,612
-4%
增持
IBD
NORTHERN LTS FD TR IV
+$91.8K
14,500
+38%
减持
SCHW
SCHWAB CHARLES CORP
-$88.5K
13,233
-1%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$80.3K
53,733
-2%
减持
AVGO
BROADCOM INC
-$78.2K
1,806
-2%
增持
SLV
ISHARES SILVER TR
+$65.2K
6,954
+10%
减持
FNCL
FIDELITY COVINGTON TRUST
-$64.5K
3,400
-13%
增持
TSLA
TESLA INC
+$62.3K
1,543
+36%
增持
APRT
AIM ETF PRODUCTS TRUST
+$58.6K
7,525
+20%
增持
IHI
ISHARES TR
-$58.5K
6,650
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$57.8K
475
+0%
增持
IEFA
ISHARES TR
+$56.9K
24,628
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$55.0K
4,850
+18%
增持
RKT
ROCKET COS INC
-$54.6K
11,450
+2%
增持
MRK
MERCK & CO INC
+$53.9K
2,875
+4%
增持
SYFI
AB ACTIVE ETFS INC
+$52.6K
15,949
+12%
增持
XLF
SELECT SECTOR SPDR TR
-$52.1K
12,266
+2%
增持
VOO
VANGUARD INDEX FDS
-$49.5K
4,403
+3%
增持
VFH
VANGUARD WORLD FD
-$47.8K
3,902
+0%
减持
WELL
WELLTOWER INC
+$42.0K
4,204
-1%
增持
DTD
WISDOMTREE TR
+$40.8K
12,066
+2%
减持
GLD
SPDR GOLD TR
+$40.6K
1,555
-2%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$40.4K
13,083
+14%
增持
IJS
ISHARES TR
+$39.3K
2,295
+12%
增持
SCHF
SCHWAB STRATEGIC TR
+$36.0K
13,240
+9%
增持
IJJ
ISHARES TR
+$35.5K
2,900
+9%
减持
SCHX
SCHWAB STRATEGIC TR
-$34.6K
13,216
-5%
增持
AAPL
APPLE INC
+$32.9K
9,560
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$32.3K
2,156
+10%
减持
VCR
VANGUARD WORLD FD
-$31.9K
585
-5%
增持
VDC
VANGUARD WORLD FD
+$30.5K
2,151
+0%
增持
O
REALTY INCOME CORP
+$29.8K
5,538
+1%
增持
TLT
ISHARES TR
+$26.4K
30,072
+2%
增持
ITOT
ISHARES TR
-$25.6K
4,373
+0%
减持
VXUS
VANGUARD STAR FDS
+$24.4K
15,429
-0%
增持
MAXJ
ISHARES TR
+$23.0K
69,150
+1%
增持
JUNT
AIM ETF PRODUCTS TRUST
+$22.9K
11,050
+7%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$22.0K
11,850
+14%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$20.9K
14,075
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$19.6K
1,028
+14%
增持
DBEF
DBX ETF TR
+$19.1K
5,470
+5%
增持
VHT
VANGUARD WORLD FD
-$17.7K
1,221
+0%
减持
IAU
ISHARES GOLD TR
+$17.7K
6,815
-5%
增持
ISCV
ISHARES TR
+$17.0K
13,572
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$16.7K
8,276
+6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$16.2K
7,928
+0%
增持
VOX
VANGUARD WORLD FD
-$14.5K
1,464
+2%
减持
VPU
VANGUARD WORLD FD
+$12.3K
1,607
-3%
增持
SPYD
SPDR SERIES TRUST
+$12.3K
4,791
+1%
增持
EVSM
MORGAN STANLEY ETF TRUST
+$12.2K
18,968
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$11.9K
6,367
-2%
减持
IJH
ISHARES TR
+$11.8K
8,119
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$11.5K
322
-1%
增持
VOE
VANGUARD INDEX FDS
+$11.3K
1,462
+0%
减持
IGSB
ISHARES TR
-$10.7K
5,273
-3%
减持
MPLX
MPLX LP
+$10.1K
3,877
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$3.6K
1,925
+7%
增持
JPM
JPMORGAN CHASE & CO
-$1.9K
1,103
+9%
增持
IGIB
ISHARES TR
-$1.4K
3,777
+1%
