PANORAMIC INVESTMENT ADVISORS, LLC
DENVER CO · SEC CIK 0001967332
$1.85亿2026Q1 申报市值
130持仓数
38.9%前十大占比 · 第一大 13.6%
9 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XLE 加仓+$55.62万
PNC 新建仓+$53.52万
SPYM 加仓+$49.90万
AIM ETF PRODUCTS 加仓+$48.34万
VUG 加仓+$47.17万
2026Q1 卖出最多 按季末市值估算
QUAL 减仓-$49.37万
AHR 清仓-$37.68万
GOOG 减仓-$28.89万
SILA REALTY TRUS 清仓-$23.89万
TGT 清仓-$23.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $149.00万 | 0.81% | 7,154 | 274 | 4.0% | $5.71万 | 加仓 |
| IDV | ISHARES TR | $153.41万 | 0.83% | 36,046 | 23 | 0.1% | $979 | 加仓 |
| META | META PLATFORMS INC | $155.96万 | 0.84% | 2,726 | 89 | 3.4% | $5.09万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $160.76万 | 0.87% | 23,021 | -1,277 | -5.3% | -$8.92万 | 减仓 |
| DGRW | WISDOMTREE TR | $163.49万 | 0.88% | 18,612 | -757 | -3.9% | -$6.65万 | 减仓 |
| EFV | ISHARES TR | $173.30万 | 0.94% | 23,309 | 3,073 | 15.2% | $22.85万 | 加仓 |
| — | ISHARES TR | $194.72万 | 1.05% | 69,150 | 900 | 1.3% | $2.53万 | 加仓 |
| QUAL | ISHARES TR | $196.58万 | 1.06% | 10,248 | -2,574 | -20.1% | -$49.37万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $211.74万 | 1.14% | 55,112 | 939 | 1.7% | $3.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $213.83万 | 1.16% | 3,065 | 33 | 1.1% | $2.30万 | 加仓 |
| IEFA | ISHARES TR | $222.95万 | 1.21% | 24,628 | 342 | 1.4% | $3.10万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $226.65万 | 1.23% | 90,299 | 119 | 0.1% | $2,987 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $228.51万 | 1.24% | 69,350 | 4,598 | 7.1% | $15.15万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $241.09万 | 1.30% | 40,842 | 559 | 1.4% | $3.30万 | 加仓 |
| AAPL | APPLE INC | $242.62万 | 1.31% | 9,560 | 756 | 8.6% | $19.19万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $247.84万 | 1.34% | 85,227 | 6,087 | 7.7% | $17.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $252.33万 | 1.36% | 14,468 | -705 | -4.6% | -$12.30万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $253.53万 | 1.37% | 81,889 | 5,606 | 7.3% | $17.36万 | 加仓 |
| TLT | ISHARES TR | $260.69万 | 1.41% | 30,072 | 466 | 1.6% | $4.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $263.12万 | 1.42% | 4,403 | 128 | 3.0% | $7.65万 | 加仓 |
| GOOGL | ALPHABET INC | $278.19万 | 1.50% | 9,674 | 31 | 0.3% | $8,914 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.74万 | 1.54% | 5,942 | -241 | -3.9% | -$11.55万 | 减仓 |
| IVV | ISHARES TR | $296.14万 | 1.60% | 4,534 | 57 | 1.3% | $3.72万 | 加仓 |
| MOAT | VANECK ETF TRUST | $306.30万 | 1.66% | 31,675 | 123 | 0.4% | $1.19万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $316.64万 | 1.71% | 55,864 | 3,011 | 5.7% | $17.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $322.47万 | 1.74% | 52,640 | 9,079 | 20.8% | $55.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $322.62万 | 1.74% | 5,590 | 23 | 0.4% | $1.33万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $346.86万 | 1.88% | 23,421 | 263 | 1.1% | $3.89万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $398.06万 | 2.15% | 111,469 | 6,943 | 6.6% | $24.79万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $406.42万 | 2.20% | 132,472 | -2,813 | -2.1% | -$8.63万 | 减仓 |
| GOOG | ALPHABET INC | $489.05万 | 2.64% | 17,049 | -1,007 | -5.6% | -$28.89万 | 减仓 |
| ICSH | ISHARES TR | $501.11万 | 2.71% | 98,994 | 3,274 | 3.4% | $16.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $519.42万 | 2.81% | 178,311 | 401 | 0.2% | $1.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $650.29万 | 3.52% | 14,888 | 1,080 | 7.8% | $47.17万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $684.48万 | 3.70% | 224,419 | 4,358 | 2.0% | $13.29万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $686.32万 | 3.71% | 88,456 | 2,776 | 3.2% | $21.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,516.41万 | 13.61% | 328,771 | 6,520 | 2.0% | $49.90万 | 加仓 |