Panoramic Capital Partners, LLC
LAKE OSWEGO OR · SEC CIK 0002052992
$10.46亿2026Q2 申报市值
72持仓数
96.4%前十大占比 · 第一大 84.2%
17 / 8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
IVV 加仓+$8.37亿
CGGE 新建仓+$1,769.80万
CGGR 新建仓+$1,343.59万
NWN 新建仓+$170.23万
IJH 加仓+$109.97万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$261.26万
AAPL 减仓-$108.25万
SGOV 减仓-$96.51万
NVDA 减仓-$95.84万
COST 减仓-$93.83万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -2,052 | -100.0% | -$73.45万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -9,208 | -100.0% | -$30.57万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -919 | -100.0% | -$29.46万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,488 | -100.0% | -$28.99万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,859 | -100.0% | -$27.49万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -2,623 | -100.0% | -$23.50万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -498 | -100.0% | -$21.18万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -972 | -100.0% | -$21.14万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $20.10万 | 0.02% | 1,111 | 1,111 | — | $20.10万 | 新建仓 |
| SYY | SYSCO CORP | $20.24万 | 0.02% | 2,422 | -5,439 | -69.2% | -$45.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.99万 | 0.02% | 285 | 285 | — | $20.99万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $21.24万 | 0.02% | 1,400 | 1,400 | — | $21.24万 | 新建仓 |
| DES | WISDOMTREE TR | $21.75万 | 0.02% | 5,346 | 5,346 | — | $21.75万 | 新建仓 |
| ABCB | AMERIS BANCORP | $21.87万 | 0.02% | 2,423 | 2,423 | — | $21.87万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.75万 | 0.02% | 667 | 667 | — | $22.75万 | 新建仓 |
| BOXX | EA SERIES TRUST | $23.10万 | 0.02% | 1,973 | 1,973 | — | $23.10万 | 新建仓 |
| FAST | FASTENAL CO | $23.41万 | 0.02% | 4,875 | -223 | -4.4% | -$1.07万 | 减仓 |
| FDX | FEDEX CORP | $23.56万 | 0.02% | 752 | -135 | -15.2% | -$4.23万 | 减仓 |
| BLBD | BLUE BIRD CORP | $23.69万 | 0.02% | 3,000 | 3,000 | — | $23.69万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $23.79万 | 0.02% | 2,889 | 3 | 0.1% | $247 | 加仓 |
| WFC | WELLS FARGO & CO | $24.00万 | 0.02% | 2,905 | -101 | -3.4% | -$8,346 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.70万 | 0.02% | 481 | -235 | -32.8% | -$12.07万 | 减仓 |
| MCO | MOODYS CORP | $24.77万 | 0.02% | 547 | -2 | -0.4% | -$906 | 减仓 |
| RACE | FERRARI N V | $24.94万 | 0.02% | 670 | -10 | -1.5% | -$3,723 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.10万 | 0.02% | 604 | 604 | — | $25.10万 | 新建仓 |
| GLD | SPDR GOLD TR | $25.27万 | 0.02% | 686 | 686 | — | $25.27万 | 新建仓 |
| BAC | BANK OF AMER CORP | $26.06万 | 0.02% | 4,574 | -118 | -2.5% | -$6,724 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $26.37万 | 0.03% | 9,661 | 9,661 | — | $26.37万 | 新建仓 |
| AMGN | AMGEN INC | $26.84万 | 0.03% | 741 | 83 | 12.6% | $3.01万 | 加仓 |
| DON | WISDOMTREE TR | $27.13万 | 0.03% | 4,800 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $31.30万 | 0.03% | 2,436 | 459 | 23.2% | $5.90万 | 加仓 |
| HD | HOME DEPOT INC | $31.49万 | 0.03% | 893 | -265 | -22.9% | -$9.35万 | 减仓 |
| — | EXXON MOBIL CORP | $31.83万 | 0.03% | 2,328 | 13 | 0.6% | $1,777 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.12万 | 0.03% | 553 | -511 | -48.0% | -$29.68万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $32.81万 | 0.03% | 1,149 | 1,149 | — | $32.81万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $35.45万 | 0.03% | 696 | -9 | -1.3% | -$4,584 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.83万 | 0.03% | 716 | -248 | -25.7% | -$12.41万 | 减仓 |
| INTC | INTEL CORP | $37.07万 | 0.04% | 2,655 | 2,655 | — | $37.07万 | 新建仓 |
| IGSB | ISHARES TR | $37.71万 | 0.04% | 7,195 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $38.07万 | 0.04% | 324 | -111 | -25.5% | -$13.04万 | 减仓 |
| WMT | WALMART INC | $39.24万 | 0.04% | 3,465 | -1,035 | -23.0% | -$11.72万 | 减仓 |
| VGT | VANGUARD WORLD FD | $43.60万 | 0.04% | 3,648 | 3,648 | — | $43.60万 | 新建仓 |
| RTX | RTX CORPORATION | $44.21万 | 0.04% | 2,330 | 26 | 1.1% | $4,933 | 加仓 |
| CAT | CATERPILLAR INC | $44.41万 | 0.04% | 417 | -262 | -38.6% | -$27.90万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $44.59万 | 0.04% | 1,029 | -460 | -30.9% | -$19.93万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $44.93万 | 0.04% | 3,398 | 1 | 0.0% | $132 | 加仓 |
| V | VISA INC | $45.15万 | 0.04% | 1,316 | -1,390 | -51.4% | -$47.69万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.53万 | 0.05% | 4,074 | -426 | -9.5% | -$4.97万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.14万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $50.58万 | 0.05% | 898 | -396 | -30.6% | -$22.31万 | 减仓 |
| AMAT | APPLIED MATLS INC | $52.06万 | 0.05% | 720 | -26 | -3.5% | -$1.88万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $52.75万 | 0.05% | 457 | -141 | -23.6% | -$16.28万 | 减仓 |
| GE | GE AEROSPACE | $53.09万 | 0.05% | 1,420 | -166 | -10.5% | -$6.21万 | 减仓 |
| KLAC | KLA CORP | $55.79万 | 0.05% | 1,849 | -461 | -20.0% | -$13.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $62.32万 | 0.06% | 1,904 | -562 | -22.8% | -$18.40万 | 减仓 |
| LLY | ELI LILLY & CO | $65.37万 | 0.06% | 545 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $71.59万 | 0.07% | 6,892 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $74.37万 | 0.07% | 795 | -1,003 | -55.8% | -$93.83万 | 减仓 |
| AVGO | BROADCOM INC | $79.14万 | 0.08% | 2,095 | -247 | -10.5% | -$9.33万 | 减仓 |
| IGIB | ISHARES TR | $87.38万 | 0.08% | 16,435 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $104.36万 | 0.10% | 4,109 | -59 | -1.4% | -$1.50万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $107.34万 | 0.10% | 1,526 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $149.64万 | 0.14% | 4,235 | -966 | -18.6% | -$34.13万 | 减仓 |
| TSLA | TESLA INC | $156.00万 | 0.15% | 3,709 | -341 | -8.4% | -$14.34万 | 减仓 |
| AMZN | AMAZON COM INC | $162.57万 | 0.16% | 6,821 | -1,261 | -15.6% | -$30.05万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $170.23万 | 0.16% | 34,698 | 34,698 | — | $170.23万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $208.70万 | 0.20% | 5,640 | 762 | 15.6% | $28.20万 | 加仓 |
| SGOV | ISHARES TR | $221.40万 | 0.21% | 21,993 | -9,587 | -30.4% | -$96.51万 | 减仓 |
| GOOGL | ALPHABET INC | $239.76万 | 0.23% | 6,709 | -700 | -9.4% | -$25.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $295.39万 | 0.28% | 3,956 | 13 | 0.3% | $9,707 | 加仓 |
| MSFT | MICROSOFT CORP | $378.57万 | 0.36% | 10,149 | -7,004 | -40.8% | -$261.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $436.18万 | 0.42% | 21,799 | -4,790 | -18.0% | -$95.84万 | 减仓 |
| AAPL | APPLE INC | $493.72万 | 0.47% | 17,062 | -3,741 | -18.0% | -$108.25万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,343.59万 | 1.28% | 284,658 | 284,658 | — | $1,343.59万 | 新建仓 |
| IJH | ISHARES TR | $1,733.56万 | 1.66% | 224,816 | 14,261 | 6.8% | $109.97万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,769.80万 | 1.69% | 502,212 | 502,212 | — | $1,769.80万 | 新建仓 |
| IJR | ISHARES TR | $1,990.98万 | 1.90% | 134,244 | 5,637 | 4.4% | $83.60万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,188.75万 | 2.09% | 836,040 | 8,905 | 1.1% | $23.31万 | 加仓 |
| OEF | ISHARES TR | $2,370.40万 | 2.27% | 64,788 | 2,232 | 3.6% | $81.66万 | 加仓 |
| IVV | ISHARES TR | $8.81亿 | 84.23% | 1,176,056 | 1,117,462 | 1,907.1% | $8.37亿 | 加仓 |