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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,918.69万 | 13.96% | 332,122 | 3,351 | 1.0% | $29.45万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $792.63万 | 3.79% | 227,702 | 3,283 | 1.5% | $11.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $792.00万 | 3.79% | 91,944 | 2,616 | 2.9% | $22.53万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $716.90万 | 3.43% | 92,412 | 3,956 | 4.5% | $30.69万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $595.47万 | 2.85% | 175,967 | -2,344 | -1.3% | -$7.93万 | 减仓 |
| GOOG | ALPHABET INC | $589.70万 | 2.82% | 16,690 | -359 | -2.1% | -$12.68万 | 减仓 |
| ICSH | ISHARES TR | $504.00万 | 2.41% | 99,644 | 650 | 0.7% | $3.29万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $447.57万 | 2.14% | 113,194 | 1,725 | 1.5% | $6.82万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $419.85万 | 2.01% | 132,403 | -69 | -0.1% | -$2,188 | 减仓 |
| QQQ | INVESCO QQQ TR | $407.55万 | 1.95% | 5,534 | -56 | -1.0% | -$4.12万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $370.96万 | 1.77% | 23,474 | 53 | 0.2% | $8,376 | 加仓 |
| IEFA | ISHARES TR | $367.03万 | 1.76% | 38,002 | 13,374 | 54.3% | $129.17万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $362.25万 | 1.73% | 68,712 | -638 | -0.9% | -$3.36万 | 减仓 |
| IVV | ISHARES TR | $343.19万 | 1.64% | 4,583 | 49 | 1.1% | $3.67万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $335.34万 | 1.60% | 59,374 | 3,510 | 6.3% | $19.82万 | 加仓 |
| GOOGL | ALPHABET INC | $335.21万 | 1.60% | 9,380 | -294 | -3.0% | -$10.51万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $325.88万 | 1.56% | 90,195 | 4,968 | 5.8% | $17.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $325.13万 | 1.56% | 31,275 | -400 | -1.3% | -$4.16万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $319.05万 | 1.53% | 86,533 | 4,644 | 5.7% | $17.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $298.58万 | 1.43% | 4,347 | -56 | -1.3% | -$3.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $292.33万 | 1.40% | 5,842 | -100 | -1.7% | -$5.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $286.21万 | 1.37% | 14,304 | -164 | -1.1% | -$3.28万 | 减仓 |
| AAPL | APPLE INC | $279.85万 | 1.34% | 9,671 | 111 | 1.2% | $3.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $276.88万 | 1.32% | 52,133 | -507 | -1.0% | -$2.69万 | 减仓 |
| VGT | VANGUARD WORLD FD | $271.18万 | 1.30% | 22,689 | -1,831 | -7.5% | -$21.88万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $260.62万 | 1.25% | 89,992 | -307 | -0.3% | -$8,891 | 减仓 |
| TLT | ISHARES TR | $254.10万 | 1.22% | 29,403 | -669 | -2.2% | -$5.78万 | 减仓 |
| QUAL | ISHARES TR | $224.92万 | 1.08% | 10,250 | 2 | 0.0% | $439 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $208.70万 | 1.00% | 40,882 | 40 | 0.1% | $2,042 | 加仓 |
| — | ISHARES TR | $201.43万 | 0.96% | 69,150 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $200.87万 | 0.96% | 26,240 | 2,931 | 12.6% | $22.44万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $183.52万 | 0.88% | 55,129 | 17 | 0.0% | $566 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $176.35万 | 0.84% | 20,601 | -2,420 | -10.5% | -$20.72万 | 减仓 |
| AMZN | AMAZON COM INC | $172.70万 | 0.83% | 7,246 | 92 | 1.3% | $2.19万 | 加仓 |
| IDV | ISHARES TR | $156.56万 | 0.75% | 37,790 | 1,744 | 4.8% | $7.23万 | 加仓 |
| META | META PLATFORMS INC | $155.70万 | 0.74% | 2,764 | 38 | 1.4% | $2.14万 | 加仓 |
| GRNY | TIDAL TRUST I | $151.29万 | 0.72% | 54,715 | 8,200 | 17.6% | $22.67万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $150.43万 | 0.72% | 23,593 | -1,453 | -5.8% | -$9.26万 | 减仓 |
| SHLD | GLOBAL X FDS | $148.03万 | 0.71% | 24,792 | 4,370 | 21.4% | $26.09万 | 加仓 |
| DGRW | WISDOMTREE TR | $137.89万 | 0.66% | 14,421 | -4,191 | -22.5% | -$40.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $134.26万 | 0.64% | 3,599 | -200 | -5.3% | -$7.46万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $131.43万 | 0.63% | 15,374 | -55 | -0.4% | -$4,702 | 减仓 |
| PEP | PEPSICO INC | $125.49万 | 0.60% | 9,268 | -90 | -1.0% | -$1.22万 | 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 |
| SCHW | SCHWAB CHARLES CORP | $120.72万 | 0.58% | 13,083 | -150 | -1.1% | -$1.38万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $116.45万 | 0.56% | 14,366 | -200 | -1.4% | -$1.62万 | 减仓 |
| DTD | WISDOMTREE TR | $113.02万 | 0.54% | 12,121 | 55 | 0.5% | $5,129 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $109.25万 | 0.52% | 17,775 | 3,700 | 26.3% | $22.74万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $108.66万 | 0.52% | 21,598 | 2,630 | 13.9% | $13.23万 | 加仓 |
| ISCV | ISHARES TR | $106.71万 | 0.51% | 13,625 | 53 | 0.4% | $4,151 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $106.39万 | 0.51% | 24,175 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $102.43万 | 0.49% | 10,013 | -870 | -8.0% | -$8.90万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $97.52万 | 0.47% | 10,747 | -759 | -6.6% | -$6.89万 | 减仓 |
| WELL | WELLTOWER INC | $95.42万 | 0.46% | 4,204 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $91.11万 | 0.44% | 15,362 | 2,279 | 17.4% | $13.52万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $90.10万 | 0.43% | 9,175 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $88.33万 | 0.42% | 19,375 | 600 | 3.2% | $2.74万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $88.00万 | 0.42% | 4,136 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $81.46万 | 0.39% | 35,759 | 35,759 | — | $81.46万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $79.67万 | 0.38% | 1,044 | 16 | 1.6% | $1.22万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $79.09万 | 0.38% | 15,236 | 45 | 0.3% | $2,336 | 加仓 |
| ITOT | ISHARES TR | $71.57万 | 0.34% | 4,357 | -16 | -0.4% | -$2,628 | 减仓 |
| TSLA | TESLA INC | $67.00万 | 0.32% | 1,593 | 50 | 3.2% | $2.10万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $66.47万 | 0.32% | 12,700 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $66.33万 | 0.32% | 1,756 | -50 | -2.8% | -$1.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $66.32万 | 0.32% | 12,371 | 105 | 0.9% | $5,629 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.33万 | 0.30% | 2,572 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $61.84万 | 0.30% | 8,019 | -100 | -1.2% | -$7,711 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $61.79万 | 0.30% | 16,350 | 5,300 | 48.0% | $20.03万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $61.75万 | 0.30% | 13,250 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $61.74万 | 0.30% | 1,676 | 121 | 7.8% | $4.46万 | 加仓 |
| — | EXXON MOBIL CORP | $59.71万 | 0.29% | 4,367 | 3 | 0.1% | $410 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $59.65万 | 0.29% | 7,964 | 36 | 0.5% | $2,696 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $57.73万 | 0.28% | 6,147 | -220 | -3.5% | -$2.07万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $56.99万 | 0.27% | 15,956 | 7 | 0.0% | $250 | 加仓 |
| ICVT | ISHARES TR | $51.91万 | 0.25% | 4,264 | -2,515 | -37.1% | -$30.62万 | 减仓 |
| VFH | VANGUARD WORLD FD | $51.66万 | 0.25% | 3,926 | 24 | 0.6% | $3,158 | 加仓 |
| IAU | ISHARES GOLD TR | $51.46万 | 0.25% | 6,815 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $48.69万 | 0.23% | 2,159 | 8 | 0.4% | $1,804 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.68万 | 0.23% | 838 | 838 | — | $48.68万 | 新建仓 |
| DSI | ISHARES TR | $46.28万 | 0.22% | 3,250 | -451 | -12.2% | -$6.42万 | 减仓 |
| FIX | COMFORT SYS USA INC | $44.59万 | 0.21% | 225 | 60 | 36.4% | $11.89万 | 加仓 |
| IJJ | ISHARES TR | $42.84万 | 0.20% | 2,900 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $42.02万 | 0.20% | 2,799 | -106 | -3.6% | -$1.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.02万 | 0.20% | 449 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $41.11万 | 0.20% | 40,780 | -12,850 | -24.0% | -$12.95万 | 减仓 |
| INTC | INTEL CORP | $40.95万 | 0.20% | 2,933 | 2,933 | — | $40.95万 | 新建仓 |
| ETN | EATON CORP PLC | $39.16万 | 0.19% | 919 | -70 | -7.1% | -$2.98万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.98万 | 0.19% | 13,243 | 27 | 0.2% | $795 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.40万 | 0.18% | 13,861 | 621 | 4.7% | $1.72万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $37.20万 | 0.18% | 4,850 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $37.18万 | 0.18% | 6,954 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.94万 | 0.18% | 2,875 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.63万 | 0.17% | 1,089 | -14 | -1.3% | -$4,581 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $34.52万 | 0.17% | 7,525 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $34.49万 | 0.16% | 341 | 0 | 0.0% | — | 不变 |
| IBD | NORTHERN LTS FD TR IV | $34.47万 | 0.16% | 14,500 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $34.35万 | 0.16% | 1,149 | -72 | -5.9% | -$2.15万 | 减仓 |
| DBEF | DBX ETF TR | $33.98万 | 0.16% | 6,220 | 750 | 13.7% | $4.10万 | 加仓 |
| O | REALTY INCOME CORP | $33.56万 | 0.16% | 5,416 | -122 | -2.2% | -$7,559 | 减仓 |