Panoramic Capital Partners, LLC
LAKE OSWEGO OR · SEC CIK 0002052992
$1.62亿2026Q1 申报市值
63持仓数
81.4%前十大占比 · 第一大 23.6%
3 / 2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
CGCB 加仓+$199.37万
IVV 加仓+$101.57万
OEF 加仓+$64.35万
IJH 加仓+$63.97万
IJR 加仓+$52.21万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$39.28万
NOW 清仓-$23.78万
CRM 清仓-$21.22万
MSFT 减仓-$10.07万
JNJ 减仓-$3.91万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,827.44万 | 23.58% | 58,594 | 1,555 | 2.7% | $101.57万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,172.06万 | 13.38% | 827,135 | 75,922 | 10.1% | $199.37万 | 加仓 |
| OEF | ISHARES TR | $1,989.72万 | 12.26% | 62,556 | 2,023 | 3.3% | $64.35万 | 加仓 |
| IJR | ISHARES TR | $1,598.72万 | 9.85% | 128,607 | 4,200 | 3.4% | $52.21万 | 加仓 |
| IJH | ISHARES TR | $1,421.88万 | 8.76% | 210,555 | 9,473 | 4.7% | $63.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $634.94万 | 3.91% | 17,153 | -272 | -1.6% | -$10.07万 | 减仓 |
| AAPL | APPLE INC | $527.96万 | 3.25% | 20,803 | -46 | -0.2% | -$1.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $463.72万 | 2.86% | 26,589 | 607 | 2.3% | $10.59万 | 加仓 |
| SGOV | ISHARES TR | $317.88万 | 1.96% | 31,580 | -3,902 | -11.0% | -$39.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $256.46万 | 1.58% | 3,943 | 34 | 0.9% | $2.21万 | 加仓 |
| GOOGL | ALPHABET INC | $213.05万 | 1.31% | 7,409 | 72 | 1.0% | $2.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $179.16万 | 1.10% | 1,798 | 76 | 4.4% | $7.57万 | 加仓 |
| AMZN | AMAZON COM INC | $168.32万 | 1.04% | 8,082 | 4 | 0.0% | $833 | 加仓 |
| VTI | VANGUARD INDEX FDS | $156.49万 | 0.96% | 4,878 | 356 | 7.9% | $11.42万 | 加仓 |
| TSLA | TESLA INC | $150.56万 | 0.93% | 4,050 | 108 | 2.7% | $4.01万 | 加仓 |
| GOOG | ALPHABET INC | $149.20万 | 0.92% | 5,201 | 176 | 3.5% | $5.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $101.88万 | 0.63% | 4,168 | -160 | -3.7% | -$3.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $94.10万 | 0.58% | 1,526 | 97 | 6.8% | $5.98万 | 加仓 |
| IGIB | ISHARES TR | $87.47万 | 0.54% | 16,435 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $81.79万 | 0.50% | 2,706 | -59 | -2.1% | -$1.78万 | 减仓 |
| META | META PLATFORMS INC | $74.02万 | 0.46% | 1,294 | 10 | 0.8% | $5,720 | 加仓 |
| WWD | WOODWARD INC | $73.45万 | 0.45% | 2,052 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $72.54万 | 0.45% | 2,466 | 42 | 1.7% | $1.24万 | 加仓 |
| AVGO | BROADCOM INC | $72.49万 | 0.45% | 2,342 | 238 | 11.3% | $7.37万 | 加仓 |
| EFA | ISHARES TR | $66.94万 | 0.41% | 6,892 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.83万 | 0.41% | 4,500 | 374 | 9.1% | $5.47万 | 加仓 |
| SYY | SYSCO CORP | $56.08万 | 0.35% | 7,861 | 5 | 0.1% | $357 | 加仓 |
| WMT | WALMART INC | $55.93万 | 0.34% | 4,500 | 15 | 0.3% | $1,864 | 加仓 |
| LLY | ELI LILLY & CO | $50.13万 | 0.31% | 545 | -13 | -2.3% | -$1.20万 | 减仓 |
| CAT | CATERPILLAR INC | $48.10万 | 0.30% | 679 | 91 | 15.5% | $6.45万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.10万 | 0.30% | 705 | 3 | 0.4% | $2,047 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.19万 | 0.28% | 964 | 90 | 10.3% | $4.31万 | 加仓 |
| GE | GE AEROSPACE | $45.02万 | 0.28% | 1,586 | 174 | 12.3% | $4.94万 | 加仓 |
| RTX | RTX CORPORATION | $44.44万 | 0.27% | 2,304 | 28 | 1.2% | $5,401 | 加仓 |
| — | EXXON MOBIL CORP | $39.28万 | 0.24% | 2,315 | 4 | 0.2% | $679 | 加仓 |
| ESGV | VANGUARD WORLD FD | $38.14万 | 0.23% | 3,397 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.09万 | 0.23% | 1,158 | -6 | -0.5% | -$1,973 | 减仓 |
| GEV | GE VERNOVA INC | $37.97万 | 0.23% | 435 | 103 | 31.0% | $8.99万 | 加仓 |
| IGSB | ISHARES TR | $37.82万 | 0.23% | 7,195 | 14 | 0.2% | $736 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.78万 | 0.22% | 716 | -36 | -4.8% | -$1.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.48万 | 0.22% | 1,050 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $34.01万 | 0.21% | 231 | 48 | 26.2% | $7.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $31.81万 | 0.20% | 1,489 | 39 | 2.7% | $8,333 | 加仓 |
| FDX | FEDEX CORP | $31.58万 | 0.19% | 887 | 5 | 0.6% | $1,780 | 加仓 |
| CPRT | COPART INC | $30.57万 | 0.19% | 9,208 | -965 | -9.5% | -$3.20万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $29.46万 | 0.18% | 919 | -120 | -11.5% | -$3.85万 | 减仓 |
| NKE | NIKE INC | $28.99万 | 0.18% | 5,488 | 928 | 20.4% | $4.90万 | 加仓 |
| NFLX | NETFLIX INC. | $27.49万 | 0.17% | 2,859 | 328 | 13.0% | $3.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.50万 | 0.16% | 746 | 746 | — | $25.50万 | 新建仓 |
| DON | WISDOMTREE TR | $25.22万 | 0.16% | 4,800 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $23.95万 | 0.15% | 549 | -2 | -0.4% | -$872 | 减仓 |
| WFC | WELLS FARGO & CO | $23.93万 | 0.15% | 3,006 | -25 | -0.8% | -$1,990 | 减仓 |
| MRK | MERCK & CO INC | $23.78万 | 0.15% | 1,977 | 1,977 | — | $23.78万 | 新建仓 |
| FAST | FASTENAL CO | $23.65万 | 0.15% | 5,098 | 14 | 0.3% | $650 | 加仓 |
| SBUX | STARBUCKS CORP | $23.50万 | 0.14% | 2,623 | 51 | 2.0% | $4,569 | 加仓 |
| AMGN | AMGEN INC | $23.14万 | 0.14% | 658 | -7 | -1.1% | -$2,462 | 减仓 |
| RACE | FERRARI N V | $23.01万 | 0.14% | 680 | 3 | 0.4% | $1,015 | 加仓 |
| BAC | BANK AMERICA CORP | $22.87万 | 0.14% | 4,692 | 74 | 1.6% | $3,608 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.64万 | 0.13% | 1,064 | -72 | -6.3% | -$1.46万 | 减仓 |
| SPGI | S&P GLOBAL INC | $21.18万 | 0.13% | 498 | 498 | — | $21.18万 | 新建仓 |
| ABBV | ABBVIE INC | $21.14万 | 0.13% | 972 | 29 | 3.1% | $6,307 | 加仓 |
| VSGX | VANGUARD WORLD FD | $20.70万 | 0.13% | 2,886 | -164 | -5.4% | -$1.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.20万 | 0.12% | 598 | -112 | -15.8% | -$3.78万 | 减仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,552 | -100.0% | -$23.78万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -801 | -100.0% | -$21.22万 | 清仓 |