PI

Panoramic Investment Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.8亿

申报季度: 2026-03-31 · 持股只数: 130

PANORAMIC INVESTMENT ADVISORS, LLC在最新一期 13F 报告中披露了 130 项持股，申报期为 2026-03-31，总持股市值约为 US$1.8亿，季度换手率为 11.1%。

机构性格雪花图

集中度
12.67
持仓稳定性
11.09
动能／逆势
100
行业集中度
58.28
多样化
100
仓位均衡度
82.27

近期动向

  • 加仓 XLE

    +20.8%　US$127.7万

  • 减仓 GOOG

    -5.6%　-US$77.5万

  • 减仓 SPYM

    +2.0%　-US$68.7万

  • 减仓 FBTC

    +1.4%　-US$66.0万

  • 减仓 SCHG

    +0.2%　-US$60.9万

  • 减仓 QUAL

    -20.1%　-US$58.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长13.61%-0.44%+2.02%
2VPLSVanguard Core-plus Bond ETFETF-其他3.71%+0.07%+3.24%
3SCHVSchwab US Large-cap ValueETF-其他3.70%+0.16%+1.98%
4VUGVanguard Growth ETFETF-其他3.52%-0.14%+7.82%
5SCHGSchwab US Large-cap GrowthETF-其他2.81%-0.34%+0.23%
6ICSHIshares Ultra Short DurationETF-其他2.71%+0.08%+3.42%
7GOOGAlphabet Inc-cl C股票-通信服务2.64%-0.44%-5.58%
8SCHDSchwab US Dvd Equity ETFETF-其他2.20%+0.18%-2.08%
9DFLVDim US Large Cap Value ETFETF-大型股与成长2.15%+0.21%+6.64%
10VYMVanguard High Dvd Yield ETFETF-其他1.88%—+1.14%
11QQQInvesco Qqq Trust Series 1ETF-科技型1.74%-0.12%+0.41%
12XLESs Energy Select SectorETF-其他1.74%+0.68%+20.84%
13JEPIJpmorgan Equity Premium IncoETF-其他1.71%—+5.70%
14MOATVaneck Morningstar Wide MoatETF-其他1.66%-0.12%+0.39%
15IVVIshares Core S&p 500 ETFETF-大型股与成长1.60%—+1.27%
16BRK-BBerkshire Hathaway Inc-cl B股票-其他1.54%-0.15%-3.90%
17GOOGLAlphabet Inc-cl A股票-通信服务1.50%-0.14%+0.32%
18VOOVanguard S&p 500 ETFETF-大型股与成长1.42%—+2.99%
19TLTIshares 20+ Year Treasury BdETF-政府公债1.41%—+1.57%
20SCHMSchwab US Mid Cap ETFETF-其他1.37%+0.12%+7.35%
21NVDANvidia CORP股票-科技1.36%-0.18%-4.65%
22SCHASchwab US Small-cap ETFETF-其他1.34%+0.12%+7.69%
23AAPLApple INC股票-科技1.31%—+8.59%
24FBTCFidelity Wise Origin BitcoinETF-加密货币1.30%-0.37%+1.39%
25BAIIshrs Ai In And Tech Act ETFETF-科技型1.24%—+7.10%
26SCHBSchwab US Broad Market ETFETF-其他1.23%—+0.13%
27IEFAIshares Core Msci Eafe ETFETF-其他1.21%—+1.41%
28VGTVanguard Info Tech ETFETF-科技型1.16%-0.08%+1.09%
29IBITIshares Bitcoin Trust ETFETF-加密货币1.14%-0.32%+1.73%
30QUALIshares Msci USA Quality FacETF-其他1.06%-0.32%-20.07%
31MAXJIshares Lg Cap Max Buff JunETF-其他1.05%—+1.32%
32EFVIshares Msci Eafe Value ETFETF-其他0.94%+0.15%+15.19%
33DGRWWisdomtree U.s. Quality DiviETF-其他0.88%—-3.91%
34QQHHcm Defender 100 Index ETFETF-大型股与成长0.87%-0.15%-5.26%
35METAMeta Platforms Inc-class A股票-通信服务0.84%-0.11%+3.38%
36IDVIshares International SelectETF-其他0.83%—+0.06%
37AMZNAmazon.com INC股票-周期性消费0.81%—+3.98%
38PEPPepsico INC股票-非周期性消费0.79%—+0.96%
39SHLDGlobal X Defense Tech ETFETF-科技型0.78%+0.12%+8.46%
40LGHHcm Defender 500 Index ETFETF-大型股与成长0.77%-0.14%-7.32%
41MSFTMicrosoft CORP股票-科技0.76%—+19.62%
42SCHWSchwab (charles) CORP股票-金融0.67%—-0.75%
43VXUSVanguard Total Intl StockETF-其他0.64%—-0.12%
44ABTAbbott Laboratories股票-医疗保健0.64%-0.18%-4.00%
45GRNYFundstr Gran Sh US Lrg CapETF-其他0.60%—+14.81%
46DTDWisdomtree US Total DividendETF-其他0.56%—+2.29%
47PCEFInvesco Cef Income CompositeETF-其他0.55%—-2.13%
48IYWIshares Ustechnology ETFETF-科技型0.54%—-1.94%
49RDVYFirst Trust Rising DividendETF-其他0.54%——
50JANTAllianzim US Eq Bffr10 Jn-usETF-其他0.52%+0.25%+99.38%
1–50 of 130

本季持股变动

Panoramic Investment Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Pnc Financial Services Group (PNC); 清仓: American Healthcare Reit INC (AHR); 新建仓: Strategy INC (MSTR); 新建仓: Alianzim US Eq Bfr20 Jan-usd (JANW); 新建仓: Goldman Sachs Group INC (GS).

Panoramic Investment Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1XLESs Energy Select Sector+0.7%+20.84%加仓
2JANTAllianzim US Eq Bffr10 Jn-us+0.3%+99.38%加仓
3DFLVDim US Large Cap Value ETF+0.2%+6.64%加仓
4SCHDSchwab US Dvd Equity ETF+0.2%-2.08%减仓
5SCHVSchwab US Large-cap Value+0.2%+1.98%加仓
6EFVIshares Msci Eafe Value ETF+0.2%+15.19%加仓
7SCHMSchwab US Mid Cap ETF+0.1%+7.35%加仓
8SHLDGlobal X Defense Tech ETF+0.1%+8.46%加仓
9SCHASchwab US Small-cap ETF+0.1%+7.69%加仓
10XOMExxon Mobil CORP+0.1%+0.05%加仓
11ICVTIshares Convertible Bond ETF+0.1%+36.54%加仓
12DSIIshares Esg Msci Kld 400 ETF+0.1%+84.59%加仓
13DBNDDoubleline Oppor Cor Bnd-usd+0.1%+24.13%加仓
14ICSHIshares Ultra Short Duration+0.1%+3.42%加仓
15VPLSVanguard Core-plus Bond ETF+0.1%+3.24%加仓
16VGTVanguard Info Tech ETF-0.1%+1.09%加仓
17METAMeta Platforms Inc-class A-0.1%+3.38%加仓
18MOATVaneck Morningstar Wide Moat-0.1%+0.39%加仓
19QQQInvesco Qqq Trust Series 1-0.1%+0.41%加仓
20LGHHcm Defender 500 Index ETF-0.1%-7.32%减仓
21GOOGLAlphabet Inc-cl A-0.1%+0.32%加仓
22VUGVanguard Growth ETF-0.1%+7.82%加仓
23QQHHcm Defender 100 Index ETF-0.2%-5.26%减仓
24BRK-BBerkshire Hathaway Inc-cl B-0.2%-3.90%减仓
25ABTAbbott Laboratories-0.2%-4.00%减仓
26NVDANvidia CORP-0.2%-4.65%减仓
27QUALIshares Msci USA Quality Fac-0.3%-20.07%减仓
28IBITIshares Bitcoin Trust ETF-0.3%+1.73%加仓
29SCHGSchwab US Large-cap Growth-0.3%+0.23%加仓
30FBTCFidelity Wise Origin Bitcoin-0.4%+1.39%加仓
31GOOGAlphabet Inc-cl C-0.4%-5.58%减仓
32SPYMSte Str Spdr Pt S&p 500 ETF-0.4%+2.02%加仓
33PNCPnc Financial Services Group—NEW新建仓
34AHRAmerican Healthcare Reit INC—EXIT清仓
35MSTRStrategy INC—NEW新建仓
36JANWAlianzim US Eq Bfr20 Jan-usd—NEW新建仓
37GSGoldman Sachs Group INC—NEW新建仓
38ESGUIshares Esg Aware Msci USA—NEW新建仓
39SILASila Realty Trust INC—EXIT清仓
40TGTTarget CORP—EXIT清仓
41FIXComfort Systems USA INC—NEW新建仓
42PWRQuanta Services INC—NEW新建仓
43DVYIshares Select Dividend ETF—NEW新建仓
44VVisa Inc-class A Shares—EXIT清仓
45SUSAIshares Esg Optimized Msci U—EXIT清仓
46CLDXCelldex Therapeutics INC—NEW新建仓
47XLUSt Sr Utl Sl Se Spdr Etf-usd—NEW新建仓
48VNQVanguard Real Estate ETF—NEW新建仓
49FSKFs Kkr Capital CORP—EXIT清仓
50FSCOFs Credit Opportunities CORP—EXIT清仓

FAQ

Panoramic Investment Advisors, LLC 是什么机构？属于哪种投资人类型？
Panoramic Investment Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.8亿，分布在 130 个已申报仓位之中。
Panoramic Investment Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Panoramic Investment Advisors, LLC 按市值排列的前几大持股为： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$2516.4万 (13.6%) 2. Vanguard Core-plus Bond ETF (VPLS) — US$686.3万 (3.7%) 3. Schwab US Large-cap Value (SCHV) — US$684.5万 (3.7%) 4. Vanguard Growth ETF (VUG) — US$650.3万 (3.5%) 5. Schwab US Large-cap Growth (SCHG) — US$519.4万 (2.8%)
Panoramic Investment Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Panoramic Investment Advisors, LLC 共进行了 50 项显著调整：新建仓 11 个仓位、加仓 24 个既有持股、减仓 8 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Pnc Financial Services Group (PNC); 清仓: American Healthcare Reit INC (AHR); 新建仓: Strategy INC (MSTR); 新建仓: Alianzim US Eq Bfr20 Jan-usd (JANW); 新建仓: Goldman Sachs Group INC (GS)
Panoramic Investment Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Panoramic Investment Advisors, LLC 的主要板块分布如下： • Communication Services: 29.3% • Information Technology: 25.2% • Financials: 17.6% • Consumer Discretionary: 6.5% • Consumer Staples: 6.0% • Health Care: 4.8%