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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $33.11万 | 0.16% | 764 | 764 | — | $33.11万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $32.84万 | 0.16% | 1,200 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $32.83万 | 0.16% | 2,006 | 90 | 4.7% | $1.47万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $32.13万 | 0.15% | 2,025 | 100 | 5.2% | $1.59万 | 加仓 |
| VPU | VANGUARD WORLD FD | $31.61万 | 0.15% | 1,615 | 8 | 0.5% | $1,566 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $31.59万 | 0.15% | 8,712 | 436 | 5.3% | $1.58万 | 加仓 |
| IHI | ISHARES TR | $31.38万 | 0.15% | 6,350 | -300 | -4.5% | -$1.48万 | 减仓 |
| IJS | ISHARES TR | $31.37万 | 0.15% | 2,295 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $31.19万 | 0.15% | 1,236 | -4,284 | -77.6% | -$108.09万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $30.82万 | 0.15% | 7,970 | 0 | 0.0% | — | 不变 |
| OCTW | AIM ETF PRODUCTS TRUST | $30.68万 | 0.15% | 7,500 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $30.59万 | 0.15% | 14,500 | 14,500 | — | $30.59万 | 新建仓 |
| PWR | QUANTA SVCS INC | $29.52万 | 0.14% | 410 | 20 | 5.1% | $1.44万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $29.00万 | 0.14% | 1,468 | 6 | 0.4% | $1,185 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $28.40万 | 0.14% | 246 | 246 | — | $28.40万 | 新建仓 |
| GLW | CORNING INC | $27.48万 | 0.13% | 1,076 | 1,076 | — | $27.48万 | 新建仓 |
| IGSB | ISHARES TR | $27.29万 | 0.13% | 5,208 | -65 | -1.2% | -$3,406 | 减仓 |
| VOX | VANGUARD WORLD FD | $26.99万 | 0.13% | 1,467 | 3 | 0.2% | $552 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $26.03万 | 0.12% | 3,400 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $25.63万 | 0.12% | 11,850 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $24.42万 | 0.12% | 1,690 | 1,690 | — | $24.42万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $24.19万 | 0.12% | 6,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $24.15万 | 0.12% | 474 | -1 | -0.2% | -$509 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.05万 | 0.12% | 322 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $24.00万 | 0.11% | 799 | 799 | — | $24.00万 | 新建仓 |
| IJR | ISHARES TR | $23.82万 | 0.11% | 1,606 | 1,606 | — | $23.82万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.39万 | 0.11% | 2,005 | -151 | -7.0% | -$1.76万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $23.04万 | 0.11% | 4,829 | 38 | 0.8% | $1,813 | 加仓 |
| KRE | SPDR SERIES TRUST | $22.45万 | 0.11% | 3,000 | 3,000 | — | $22.45万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $22.45万 | 0.11% | 566 | -19 | -3.2% | -$7,537 | 减仓 |
| MSTR | STRATEGY INC | $22.37万 | 0.11% | 2,573 | 57 | 2.3% | $4,955 | 加仓 |
| GDX | VANECK ETF TRUST | $22.25万 | 0.11% | 2,950 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $22.07万 | 0.11% | 1,412 | 7 | 0.5% | $1,094 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $21.83万 | 0.10% | 2,264 | 7 | 0.3% | $675 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $21.80万 | 0.10% | 1,276 | 1,276 | — | $21.80万 | 新建仓 |
| MPLX | MPLX LP | $21.30万 | 0.10% | 3,782 | -95 | -2.5% | -$5,351 | 减仓 |
| SUSA | ISHARES TR | $21.19万 | 0.10% | 1,373 | -113 | -7.6% | -$1.74万 | 重新持有 |
| DVA | DAVITA INC | $21.16万 | 0.10% | 951 | 951 | — | $21.16万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.98万 | 0.10% | 4,627 | 136 | 3.0% | $6,167 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $20.41万 | 0.10% | 4,601 | 4,601 | — | $20.41万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $6.34万 | 0.03% | 11,706 | 0 | 0.0% | — | 不变 |
| 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 |