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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,516.41万 | 13.61% | 328,771 | 6,520 | 2.0% | $49.90万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $686.32万 | 3.71% | 88,456 | 2,776 | 3.2% | $21.54万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $684.48万 | 3.70% | 224,419 | 4,358 | 2.0% | $13.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $650.29万 | 3.52% | 14,888 | 1,080 | 7.8% | $47.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $519.42万 | 2.81% | 178,311 | 401 | 0.2% | $1.17万 | 加仓 |
| ICSH | ISHARES TR | $501.11万 | 2.71% | 98,994 | 3,274 | 3.4% | $16.57万 | 加仓 |
| GOOG | ALPHABET INC | $489.05万 | 2.64% | 17,049 | -1,007 | -5.6% | -$28.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $406.42万 | 2.20% | 132,472 | -2,813 | -2.1% | -$8.63万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $398.06万 | 2.15% | 111,469 | 6,943 | 6.6% | $24.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $346.86万 | 1.88% | 23,421 | 263 | 1.1% | $3.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $322.62万 | 1.74% | 5,590 | 23 | 0.4% | $1.33万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $322.47万 | 1.74% | 52,640 | 9,079 | 20.8% | $55.62万 | 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 |
| MOAT | VANECK ETF TRUST | $306.30万 | 1.66% | 31,675 | 123 | 0.4% | $1.19万 | 加仓 |
| IVV | ISHARES TR | $296.14万 | 1.60% | 4,534 | 57 | 1.3% | $3.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.74万 | 1.54% | 5,942 | -241 | -3.9% | -$11.55万 | 减仓 |
| GOOGL | ALPHABET INC | $278.19万 | 1.50% | 9,674 | 31 | 0.3% | $8,914 | 加仓 |
| VOO | VANGUARD INDEX FDS | $263.12万 | 1.42% | 4,403 | 128 | 3.0% | $7.65万 | 加仓 |
| TLT | ISHARES TR | $260.69万 | 1.41% | 30,072 | 466 | 1.6% | $4.04万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $253.53万 | 1.37% | 81,889 | 5,606 | 7.3% | $17.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $252.33万 | 1.36% | 14,468 | -705 | -4.6% | -$12.30万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $247.84万 | 1.34% | 85,227 | 6,087 | 7.7% | $17.70万 | 加仓 |
| AAPL | APPLE INC | $242.62万 | 1.31% | 9,560 | 756 | 8.6% | $19.19万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $241.09万 | 1.30% | 40,842 | 559 | 1.4% | $3.30万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $228.51万 | 1.24% | 69,350 | 4,598 | 7.1% | $15.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $226.65万 | 1.23% | 90,299 | 119 | 0.1% | $2,987 | 加仓 |
| IEFA | ISHARES TR | $222.95万 | 1.21% | 24,628 | 342 | 1.4% | $3.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $213.83万 | 1.16% | 3,065 | 33 | 1.1% | $2.30万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $211.74万 | 1.14% | 55,112 | 939 | 1.7% | $3.61万 | 加仓 |
| QUAL | ISHARES TR | $196.58万 | 1.06% | 10,248 | -2,574 | -20.1% | -$49.37万 | 减仓 |
| — | ISHARES TR | $194.72万 | 1.05% | 69,150 | 900 | 1.3% | $2.53万 | 加仓 |
| EFV | ISHARES TR | $173.30万 | 0.94% | 23,309 | 3,073 | 15.2% | $22.85万 | 加仓 |
| DGRW | WISDOMTREE TR | $163.49万 | 0.88% | 18,612 | -757 | -3.9% | -$6.65万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $160.76万 | 0.87% | 23,021 | -1,277 | -5.3% | -$8.92万 | 减仓 |
| META | META PLATFORMS INC | $155.96万 | 0.84% | 2,726 | 89 | 3.4% | $5.09万 | 加仓 |
| IDV | ISHARES TR | $153.41万 | 0.83% | 36,046 | 23 | 0.1% | $979 | 加仓 |
| AMZN | AMAZON COM INC | $149.00万 | 0.81% | 7,154 | 274 | 4.0% | $5.71万 | 加仓 |
| PEP | PEPSICO INC | $145.31万 | 0.79% | 9,358 | 89 | 1.0% | $1.38万 | 加仓 |
| SHLD | GLOBAL X FDS | $144.67万 | 0.78% | 20,422 | 1,593 | 8.5% | $11.28万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $142.66万 | 0.77% | 25,046 | -1,977 | -7.3% | -$11.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $140.62万 | 0.76% | 3,799 | 623 | 19.6% | $23.06万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $124.36万 | 0.67% | 13,233 | -100 | -0.8% | -$9,398 | 减仓 |
| VXUS | VANGUARD STAR FDS | $118.97万 | 0.64% | 15,429 | -18 | -0.1% | -$1,388 | 减仓 |
| ABT | ABBOTT LABORATORIES | $118.13万 | 0.64% | 11,506 | -480 | -4.0% | -$4.93万 | 减仓 |
| GRNY | TIDAL TRUST I | $111.03万 | 0.60% | 46,515 | 6,000 | 14.8% | $14.32万 | 加仓 |
| DTD | WISDOMTREE TR | $104.20万 | 0.56% | 12,066 | 270 | 2.3% | $2.33万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $101.13万 | 0.55% | 53,733 | -1,172 | -2.1% | -$2.21万 | 减仓 |
| IYW | ISHARES TR | $100.15万 | 0.54% | 5,520 | -109 | -1.9% | -$1.98万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $99.46万 | 0.54% | 14,566 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $96.98万 | 0.52% | 24,175 | 12,050 | 99.4% | $48.34万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $95.20万 | 0.51% | 18,968 | 309 | 1.7% | $1.55万 | 加仓 |
| ISCV | ISHARES TR | $94.34万 | 0.51% | 13,572 | 47 | 0.3% | $3,267 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $86.47万 | 0.47% | 9,175 | 700 | 8.3% | $6.60万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $86.01万 | 0.47% | 18,775 | 3,650 | 24.1% | $16.72万 | 加仓 |
| EMXC | ISHARES INC | $85.61万 | 0.46% | 10,883 | 478 | 4.6% | $3.76万 | 加仓 |
| WELL | WELLTOWER INC | $83.12万 | 0.45% | 4,204 | -48 | -1.1% | -$9,490 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $79.38万 | 0.43% | 4,136 | 740 | 21.8% | $14.20万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $78.74万 | 0.43% | 15,191 | 1,953 | 14.8% | $10.12万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $78.14万 | 0.42% | 14,075 | 270 | 2.0% | $1.50万 | 加仓 |
| — | EXXON MOBIL CORP | $74.04万 | 0.40% | 4,364 | 2 | 0.0% | $339 | 加仓 |
| ICVT | ISHARES TR | $69.00万 | 0.37% | 6,779 | 1,814 | 36.5% | $18.46万 | 加仓 |
| GLD | SPDR GOLD TR | $66.91万 | 0.36% | 1,555 | -31 | -2.0% | -$1.33万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $65.95万 | 0.36% | 12,700 | 2,650 | 26.4% | $13.76万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $64.75万 | 0.35% | 13,083 | 1,601 | 13.9% | $7.92万 | 加仓 |
| ITOT | ISHARES TR | $62.28万 | 0.34% | 4,373 | 12 | 0.3% | $1,709 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $60.56万 | 0.33% | 12,266 | 258 | 2.1% | $1.27万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $60.28万 | 0.33% | 53,630 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $60.08万 | 0.32% | 6,815 | -369 | -5.1% | -$3.25万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $59.06万 | 0.32% | 6,367 | -146 | -2.2% | -$1.35万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $57.99万 | 0.31% | 7,928 | 36 | 0.5% | $2,633 | 加仓 |
| TSLA | TESLA INC | $57.36万 | 0.31% | 1,543 | 406 | 35.7% | $15.09万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $56.65万 | 0.31% | 15,949 | 1,645 | 11.5% | $5.84万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $56.07万 | 0.30% | 13,250 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $55.90万 | 0.30% | 1,806 | -35 | -1.9% | -$1.08万 | 减仓 |
| IJH | ISHARES TR | $54.83万 | 0.30% | 8,119 | -10 | -0.1% | -$675 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $53.52万 | 0.29% | 2,572 | 2,572 | — | $53.52万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $50.27万 | 0.27% | 2,905 | 14 | 0.5% | $2,423 | 加仓 |
| VDC | VANGUARD WORLD FD | $48.31万 | 0.26% | 2,151 | 9 | 0.4% | $2,021 | 加仓 |
| SLV | ISHARES SILVER TR | $47.38万 | 0.26% | 6,954 | 611 | 9.6% | $4.16万 | 加仓 |
| VFH | VANGUARD WORLD FD | $47.14万 | 0.25% | 3,902 | 12 | 0.3% | $1,450 | 加仓 |
| DSI | ISHARES TR | $44.85万 | 0.24% | 3,701 | 1,696 | 84.6% | $20.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.74万 | 0.24% | 449 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.13万 | 0.22% | 1,028 | 130 | 14.5% | $5.08万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $39.72万 | 0.21% | 11,050 | 750 | 7.3% | $2.70万 | 加仓 |
| IJJ | ISHARES TR | $38.42万 | 0.21% | 2,900 | 250 | 9.4% | $3.31万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $37.43万 | 0.20% | 4,850 | 750 | 18.3% | $5.79万 | 加仓 |
| IHI | ISHARES TR | $35.48万 | 0.19% | 6,650 | 1 | 0.0% | $53 | 加仓 |
| ETN | EATON CORP PLC | $35.37万 | 0.19% | 989 | 0 | 0.0% | — | 不变 |
| IBD | NORTHERN LTS FD TR IV | $34.59万 | 0.19% | 14,500 | 4,000 | 38.1% | $9.54万 | 加仓 |
| MRK | MERCK & CO INC | $34.58万 | 0.19% | 2,875 | 102 | 3.7% | $1.23万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.89万 | 0.18% | 13,216 | -662 | -4.8% | -$1.70万 | 减仓 |
| O | REALTY INCOME CORP | $33.88万 | 0.18% | 5,538 | 56 | 1.0% | $3,426 | 加仓 |
| VHT | VANGUARD WORLD FD | $33.26万 | 0.18% | 1,221 | 4 | 0.3% | $1,090 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.77万 | 0.18% | 13,240 | 1,108 | 9.1% | $2.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $32.43万 | 0.18% | 1,103 | 90 | 8.9% | $2.65万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $31.98万 | 0.17% | 7,525 | 1,250 | 19.9% | $5.31万 | 加仓 |
| VPU | VANGUARD WORLD FD | $31.84万 | 0.17% | 1,607 | -47 | -2.8% | -$9,313 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.54万 | 0.17% | 2,156 | 200 | 10.2% | $2.93万 | 加仓 |
| MSTR | STRATEGY INC | $31.40万 | 0.17% | 2,516 | 1,382 | 121.9% | $17.25万 | 重新持有 |
| JANW | AIM ETF PRODUCTS TRUST | $29.07万 | 0.16% | 7,970 | 7,970 | — | $29.07万 | 新建仓 |