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 |
|---|---|---|---|---|---|---|---|---|
| OCTW | AIM ETF PRODUCTS TRUST | $28.85万 | 0.16% | 7,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $28.85万 | 0.16% | 341 | 341 | — | $28.85万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $28.71万 | 0.16% | 475 | 1 | 0.2% | $604 | 加仓 |
| MGC | VANGUARD WORLD FD | $28.36万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $28.22万 | 0.15% | 1,925 | 125 | 6.9% | $1.83万 | 加仓 |
| IGSB | ISHARES TR | $27.71万 | 0.15% | 5,273 | -171 | -3.1% | -$8,987 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $27.27万 | 0.15% | 8,276 | 459 | 5.9% | $1.51万 | 加仓 |
| IJS | ISHARES TR | $27.18万 | 0.15% | 2,295 | 250 | 12.2% | $2.96万 | 加仓 |
| ESGU | ISHARES TR | $27.10万 | 0.15% | 1,916 | 1,916 | — | $27.10万 | 新建仓 |
| GDX | VANECK ETF TRUST | $27.07万 | 0.15% | 2,950 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $27.02万 | 0.15% | 5,470 | 250 | 4.8% | $1.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $26.94万 | 0.15% | 1,462 | 7 | 0.5% | $1,290 | 加仓 |
| VOX | VANGUARD WORLD FD | $26.33万 | 0.14% | 1,464 | 30 | 2.1% | $5,395 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $25.29万 | 0.14% | 11,850 | 1,500 | 14.5% | $3.20万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $23.87万 | 0.13% | 3,400 | -500 | -12.8% | -$3.51万 | 减仓 |
| FIX | COMFORT SYS USA INC | $22.75万 | 0.12% | 165 | 165 | — | $22.75万 | 新建仓 |
| MPLX | MPLX LP | $22.13万 | 0.12% | 3,877 | -80 | -2.0% | -$4,566 | 减仓 |
| SPYD | SPDR SERIES TRUST | $21.81万 | 0.12% | 4,791 | 33 | 0.7% | $1,502 | 加仓 |
| PWR | QUANTA SVCS INC | $21.41万 | 0.12% | 390 | 390 | — | $21.41万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $21.28万 | 0.12% | 4,033 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.27万 | 0.12% | 1,405 | 1,405 | — | $21.27万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $21.01万 | 0.11% | 585 | -29 | -4.7% | -$1.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.94万 | 0.11% | 322 | -2 | -0.6% | -$1,301 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $20.62万 | 0.11% | 6,500 | 6,500 | — | $20.62万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.61万 | 0.11% | 4,491 | 4,491 | — | $20.61万 | 新建仓 |
| IGIB | ISHARES TR | $20.10万 | 0.11% | 3,777 | 21 | 0.6% | $1,118 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $20.02万 | 0.11% | 2,257 | -187 | -7.7% | -$1.66万 | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC | $16.59万 | 0.09% | 10,450 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $16.32万 | 0.09% | 11,450 | 200 | 1.8% | $2,850 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $9.03万 | 0.05% | 11,706 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -8,006 | -100.0% | -$37.68万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -10,250 | -100.0% | -$23.89万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,392 | -100.0% | -$23.38万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -591 | -100.0% | -$20.73万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -11,743 | -100.0% | -$17.39万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -23,963 | -100.0% | -$15.10万 | 清仓 |