PANORAMIC INVESTMENT ADVISORS, LLC
DENVER CO · SEC CIK 0001967332
$2.09亿2026Q2 申报市值
141持仓数
39.1%前十大占比 · 第一大 14.0%
14 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEFA 加仓+$129.17万
GOVT 新建仓+$81.46万
AMD 新建仓+$48.68万
INTC 新建仓+$40.95万
LRCX 新建仓+$33.11万
2026Q2 卖出最多 按季末市值估算
IYW 减仓-$108.09万
DGRW 减仓-$40.07万
ICVT 减仓-$30.62万
VGT 减仓-$21.88万
GBTC 清仓-$21.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,033 | -100.0% | -$21.28万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -3,777 | -100.0% | -$20.10万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,450 | -100.0% | -$16.59万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -11,450 | -100.0% | -$16.32万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $6.34万 | 0.03% | 11,706 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.41万 | 0.10% | 4,601 | 4,601 | — | $20.41万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.98万 | 0.10% | 4,627 | 136 | 3.0% | $6,167 | 加仓 |
| DVA | DAVITA INC | $21.16万 | 0.10% | 951 | 951 | — | $21.16万 | 新建仓 |
| SUSA | ISHARES TR | $21.19万 | 0.10% | 1,373 | -113 | -7.6% | -$1.74万 | 重新持有 |
| MPLX | MPLX LP | $21.30万 | 0.10% | 3,782 | -95 | -2.5% | -$5,351 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $21.80万 | 0.10% | 1,276 | 1,276 | — | $21.80万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $21.83万 | 0.10% | 2,264 | 7 | 0.3% | $675 | 加仓 |
| DVY | ISHARES TR | $22.07万 | 0.11% | 1,412 | 7 | 0.5% | $1,094 | 加仓 |
| GDX | VANECK ETF TRUST | $22.25万 | 0.11% | 2,950 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $22.37万 | 0.11% | 2,573 | 57 | 2.3% | $4,955 | 加仓 |
| VCR | VANGUARD WORLD FD | $22.45万 | 0.11% | 566 | -19 | -3.2% | -$7,537 | 减仓 |
| KRE | SPDR SERIES TRUST | $22.45万 | 0.11% | 3,000 | 3,000 | — | $22.45万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $23.04万 | 0.11% | 4,829 | 38 | 0.8% | $1,813 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.39万 | 0.11% | 2,005 | -151 | -7.0% | -$1.76万 | 减仓 |
| IJR | ISHARES TR | $23.82万 | 0.11% | 1,606 | 1,606 | — | $23.82万 | 新建仓 |
| IWM | ISHARES TR | $24.00万 | 0.11% | 799 | 799 | — | $24.00万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.05万 | 0.12% | 322 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.15万 | 0.12% | 474 | -1 | -0.2% | -$509 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $24.19万 | 0.12% | 6,500 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $24.42万 | 0.12% | 1,690 | 1,690 | — | $24.42万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $25.63万 | 0.12% | 11,850 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $26.03万 | 0.12% | 3,400 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $26.99万 | 0.13% | 1,467 | 3 | 0.2% | $552 | 加仓 |
| IGSB | ISHARES TR | $27.29万 | 0.13% | 5,208 | -65 | -1.2% | -$3,406 | 减仓 |
| GLW | CORNING INC | $27.48万 | 0.13% | 1,076 | 1,076 | — | $27.48万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $28.40万 | 0.14% | 246 | 246 | — | $28.40万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $29.00万 | 0.14% | 1,468 | 6 | 0.4% | $1,185 | 加仓 |
| PWR | QUANTA SVCS INC | $29.52万 | 0.14% | 410 | 20 | 5.1% | $1.44万 | 加仓 |
| — | TIDAL TRUST III | $30.59万 | 0.15% | 14,500 | 14,500 | — | $30.59万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $30.68万 | 0.15% | 7,500 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $30.82万 | 0.15% | 7,970 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $31.19万 | 0.15% | 1,236 | -4,284 | -77.6% | -$108.09万 | 减仓 |
| IJS | ISHARES TR | $31.37万 | 0.15% | 2,295 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $31.38万 | 0.15% | 6,350 | -300 | -4.5% | -$1.48万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $31.59万 | 0.15% | 8,712 | 436 | 5.3% | $1.58万 | 加仓 |
| VPU | VANGUARD WORLD FD | $31.61万 | 0.15% | 1,615 | 8 | 0.5% | $1,566 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $32.13万 | 0.15% | 2,025 | 100 | 5.2% | $1.59万 | 加仓 |
| ESGU | ISHARES TR | $32.83万 | 0.16% | 2,006 | 90 | 4.7% | $1.47万 | 加仓 |
| MGC | VANGUARD WORLD FD | $32.84万 | 0.16% | 1,200 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.11万 | 0.16% | 764 | 764 | — | $33.11万 | 新建仓 |
| O | REALTY INCOME CORP | $33.56万 | 0.16% | 5,416 | -122 | -2.2% | -$7,559 | 减仓 |
| DBEF | DBX ETF TR | $33.98万 | 0.16% | 6,220 | 750 | 13.7% | $4.10万 | 加仓 |
| VHT | VANGUARD WORLD FD | $34.35万 | 0.16% | 1,149 | -72 | -5.9% | -$2.15万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $34.47万 | 0.16% | 14,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $34.49万 | 0.16% | 341 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $34.52万 | 0.17% | 7,525 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.63万 | 0.17% | 1,089 | -14 | -1.3% | -$4,581 | 减仓 |
| MRK | MERCK & CO INC | $36.94万 | 0.18% | 2,875 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $37.18万 | 0.18% | 6,954 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $37.20万 | 0.18% | 4,850 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $38.40万 | 0.18% | 13,861 | 621 | 4.7% | $1.72万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.98万 | 0.19% | 13,243 | 27 | 0.2% | $795 | 加仓 |
| ETN | EATON CORP PLC | $39.16万 | 0.19% | 919 | -70 | -7.1% | -$2.98万 | 减仓 |
| INTC | INTEL CORP | $40.95万 | 0.20% | 2,933 | 2,933 | — | $40.95万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $41.11万 | 0.20% | 40,780 | -12,850 | -24.0% | -$12.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.02万 | 0.20% | 449 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $42.02万 | 0.20% | 2,799 | -106 | -3.6% | -$1.59万 | 减仓 |
| IJJ | ISHARES TR | $42.84万 | 0.20% | 2,900 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $44.59万 | 0.21% | 225 | 60 | 36.4% | $11.89万 | 加仓 |
| DSI | ISHARES TR | $46.28万 | 0.22% | 3,250 | -451 | -12.2% | -$6.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.68万 | 0.23% | 838 | 838 | — | $48.68万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $48.69万 | 0.23% | 2,159 | 8 | 0.4% | $1,804 | 加仓 |
| IAU | ISHARES GOLD TR | $51.46万 | 0.25% | 6,815 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $51.66万 | 0.25% | 3,926 | 24 | 0.6% | $3,158 | 加仓 |
| ICVT | ISHARES TR | $51.91万 | 0.25% | 4,264 | -2,515 | -37.1% | -$30.62万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $56.99万 | 0.27% | 15,956 | 7 | 0.0% | $250 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $57.73万 | 0.28% | 6,147 | -220 | -3.5% | -$2.07万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $59.65万 | 0.29% | 7,964 | 36 | 0.5% | $2,696 | 加仓 |
| — | EXXON MOBIL CORP | $59.71万 | 0.29% | 4,367 | 3 | 0.1% | $410 | 加仓 |
| GLD | SPDR GOLD TR | $61.74万 | 0.30% | 1,676 | 121 | 7.8% | $4.46万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $61.75万 | 0.30% | 13,250 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $61.79万 | 0.30% | 16,350 | 5,300 | 48.0% | $20.03万 | 加仓 |
| IJH | ISHARES TR | $61.84万 | 0.30% | 8,019 | -100 | -1.2% | -$7,711 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.33万 | 0.30% | 2,572 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $66.32万 | 0.32% | 12,371 | 105 | 0.9% | $5,629 | 加仓 |
| AVGO | BROADCOM INC | $66.33万 | 0.32% | 1,756 | -50 | -2.8% | -$1.89万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $66.47万 | 0.32% | 12,700 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $67.00万 | 0.32% | 1,593 | 50 | 3.2% | $2.10万 | 加仓 |
| ITOT | ISHARES TR | $71.57万 | 0.34% | 4,357 | -16 | -0.4% | -$2,628 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $79.09万 | 0.38% | 15,236 | 45 | 0.3% | $2,336 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $79.67万 | 0.38% | 1,044 | 16 | 1.6% | $1.22万 | 加仓 |
| GOVT | ISHARES TR | $81.46万 | 0.39% | 35,759 | 35,759 | — | $81.46万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $88.00万 | 0.42% | 4,136 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $88.33万 | 0.42% | 19,375 | 600 | 3.2% | $2.74万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $90.10万 | 0.43% | 9,175 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $91.11万 | 0.44% | 15,362 | 2,279 | 17.4% | $13.52万 | 加仓 |
| WELL | WELLTOWER INC | $95.42万 | 0.46% | 4,204 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $97.52万 | 0.47% | 10,747 | -759 | -6.6% | -$6.89万 | 减仓 |
| EMXC | ISHARES INC | $102.43万 | 0.49% | 10,013 | -870 | -8.0% | -$8.90万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $106.39万 | 0.51% | 24,175 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $106.71万 | 0.51% | 13,625 | 53 | 0.4% | $4,151 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $108.66万 | 0.52% | 21,598 | 2,630 | 13.9% | $13.23万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $109.25万 | 0.52% | 17,775 | 3,700 | 26.3% | $22.74万 | 加仓 |
| DTD | WISDOMTREE TR | $113.02万 | 0.54% | 12,121 | 55 | 0.5% | $5,129 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $116.45万 | 0.56% | 14,366 | -200 | -1.4% | -$1.62万 | 减仓 |