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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $120.72万 | 0.58% | 13,083 | -150 | -1.1% | -$1.38万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $122.71万 | 0.59% | 60,418 | 6,685 | 12.4% | $13.58万 | 加仓 |
| PEP | PEPSICO INC | $125.49万 | 0.60% | 9,268 | -90 | -1.0% | -$1.22万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $131.43万 | 0.63% | 15,374 | -55 | -0.4% | -$4,702 | 减仓 |
| MSFT | MICROSOFT CORP | $134.26万 | 0.64% | 3,599 | -200 | -5.3% | -$7.46万 | 减仓 |
| DGRW | WISDOMTREE TR | $137.89万 | 0.66% | 14,421 | -4,191 | -22.5% | -$40.07万 | 减仓 |
| SHLD | GLOBAL X FDS | $148.03万 | 0.71% | 24,792 | 4,370 | 21.4% | $26.09万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $150.43万 | 0.72% | 23,593 | -1,453 | -5.8% | -$9.26万 | 减仓 |
| GRNY | TIDAL TRUST I | $151.29万 | 0.72% | 54,715 | 8,200 | 17.6% | $22.67万 | 加仓 |
| META | META PLATFORMS INC | $155.70万 | 0.74% | 2,764 | 38 | 1.4% | $2.14万 | 加仓 |
| IDV | ISHARES TR | $156.56万 | 0.75% | 37,790 | 1,744 | 4.8% | $7.23万 | 加仓 |
| AMZN | AMAZON COM INC | $172.70万 | 0.83% | 7,246 | 92 | 1.3% | $2.19万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $176.35万 | 0.84% | 20,601 | -2,420 | -10.5% | -$20.72万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $183.52万 | 0.88% | 55,129 | 17 | 0.0% | $566 | 加仓 |
| EFV | ISHARES TR | $200.87万 | 0.96% | 26,240 | 2,931 | 12.6% | $22.44万 | 加仓 |
| — | ISHARES TR | $201.43万 | 0.96% | 69,150 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $208.70万 | 1.00% | 40,882 | 40 | 0.1% | $2,042 | 加仓 |
| QUAL | ISHARES TR | $224.92万 | 1.08% | 10,250 | 2 | 0.0% | $439 | 加仓 |
| TLT | ISHARES TR | $254.10万 | 1.22% | 29,403 | -669 | -2.2% | -$5.78万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $260.62万 | 1.25% | 89,992 | -307 | -0.3% | -$8,891 | 减仓 |
| VGT | VANGUARD WORLD FD | $271.18万 | 1.30% | 22,689 | -1,831 | -7.5% | -$21.88万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $276.88万 | 1.32% | 52,133 | -507 | -1.0% | -$2.69万 | 减仓 |
| AAPL | APPLE INC | $279.85万 | 1.34% | 9,671 | 111 | 1.2% | $3.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $286.21万 | 1.37% | 14,304 | -164 | -1.1% | -$3.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $292.33万 | 1.40% | 5,842 | -100 | -1.7% | -$5.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $298.58万 | 1.43% | 4,347 | -56 | -1.3% | -$3.85万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $319.05万 | 1.53% | 86,533 | 4,644 | 5.7% | $17.12万 | 加仓 |
| MOAT | VANECK ETF TRUST | $325.13万 | 1.56% | 31,275 | -400 | -1.3% | -$4.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $325.88万 | 1.56% | 90,195 | 4,968 | 5.8% | $17.95万 | 加仓 |
| GOOGL | ALPHABET INC | $335.21万 | 1.60% | 9,380 | -294 | -3.0% | -$10.51万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $335.34万 | 1.60% | 59,374 | 3,510 | 6.3% | $19.82万 | 加仓 |
| IVV | ISHARES TR | $343.19万 | 1.64% | 4,583 | 49 | 1.1% | $3.67万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $362.25万 | 1.73% | 68,712 | -638 | -0.9% | -$3.36万 | 减仓 |
| IEFA | ISHARES TR | $367.03万 | 1.76% | 38,002 | 13,374 | 54.3% | $129.17万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $370.96万 | 1.77% | 23,474 | 53 | 0.2% | $8,376 | 加仓 |
| QQQ | INVESCO QQQ TR | $407.55万 | 1.95% | 5,534 | -56 | -1.0% | -$4.12万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $419.85万 | 2.01% | 132,403 | -69 | -0.1% | -$2,188 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $447.57万 | 2.14% | 113,194 | 1,725 | 1.5% | $6.82万 | 加仓 |
| ICSH | ISHARES TR | $504.00万 | 2.41% | 99,644 | 650 | 0.7% | $3.29万 | 加仓 |
| GOOG | ALPHABET INC | $589.70万 | 2.82% | 16,690 | -359 | -2.1% | -$12.68万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $595.47万 | 2.85% | 175,967 | -2,344 | -1.3% | -$7.93万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $716.90万 | 3.43% | 92,412 | 3,956 | 4.5% | $30.69万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $792.00万 | 3.79% | 91,944 | 2,616 | 2.9% | $22.53万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $792.63万 | 3.79% | 227,702 | 3,283 | 1.5% | $11.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,918.69万 | 13.96% | 332,122 | 3,351 | 1.0% | $29.45万 | 加仓 |