CIK: 0002052992
申报总市值
US$1.6亿
申报季度: 2026-03-31 · 持股只数: 63
Panoramic Capital Partners, LLC在最新一期 13F 报告中披露了 63 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 8.1%。
Panoramic Capital Partners, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.111——换算下来相当于约 9 个等权重仓位，明显低于其实际披露的 63 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.47），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.1 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 25%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
-1.6% -US$207.8万
加仓 CGCB
+10.1% US$179.8万
加仓 IJR
+3.4% US$103.6万
加仓 IJH
+4.7% US$94.7万
减仓 OEF
+3.3% -US$86.4万
减仓 IVV
+2.7% -US$79.4万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 23.58% | -0.38% | +2.73% | |
| 2 | CGCB | Cap Group Core Bond | ETF-其他 | 13.38% | +1.16% | +10.11% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-其他 | 12.26% | -0.47% | +3.34% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 9.85% | +0.68% | +3.38% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.76% | +0.62% | +4.71% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -1.26% | -1.56% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.25% | -0.23% | -0.22% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.86% | -0.11% | +2.34% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.96% | -0.22% | -11.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | -0.05% | +0.87% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | -0.10% | +0.98% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.10% | +0.19% | +4.41% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | -0.10% | +0.05% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | +0.03% | +7.87% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.93% | -0.16% | +2.74% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | -0.05% | +3.50% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | +0.08% | -3.70% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | +0.05% | +6.79% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.54% | — | — | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.09% | -2.13% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | -0.06% | +0.78% | |
| 22 | WWD | Woodward INC | 股票-工业 | 0.45% | +0.07% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.03% | +1.73% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.45% | — | +11.31% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | — | — | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.04% | +9.06% | |
| 27 | SYY | Sysco CORP | 股票-非周期性消费 | 0.35% | — | +0.06% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | +0.03% | +0.33% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | -0.06% | -2.33% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.30% | +0.09% | +15.48% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工业 | 0.30% | +0.05% | +0.43% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | +0.01% | +10.30% | |
| 33 | GE | General Electric | 股票-工业 | 0.28% | — | +12.32% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.27% | +0.01% | +1.23% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | +0.07% | +0.17% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.23% | -0.01% | — | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | — | -0.52% | |
| 38 | GEV | GE Vernova INC | 股票-工业 | 0.23% | +0.10% | +31.02% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.23% | — | +0.20% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.22% | -0.04% | -4.79% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.22% | +0.02% | — | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.21% | +0.07% | +26.23% | |
| 43 | LRCX | Lam Research CORP | 股票-科技 | 0.20% | +0.05% | +2.69% | |
| 44 | FDX | Fedex CORP | 股票-工业 | 0.19% | +0.03% | +0.57% | |
| 45 | CPRT | Copart INC | 股票-工业 | 0.19% | -0.05% | -9.49% | |
| 46 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.18% | -0.03% | -11.55% | |
| 47 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.18% | — | +20.35% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.17% | +0.02% | +12.96% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.16% | +0.16% | NEW | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.16% | — | — |
Q3 2026表现
—
近4个季度表现
—
基于可用的0个月历史数据
基于可获取价格的持仓（占申报价值的43%）计算
Panoramic Capital Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Applied Materials INC (AMAT); 新建仓: Merck & Co. INC. (MRK); 清仓: Servicenow INC (NOW); 清仓: Salesforce INC (CRM); 新建仓: S&p Global INC (SPGI).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CGCB | Cap Group Core Bond | +1.2% | +10.11% | 加仓 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.7% | +3.38% | 加仓 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +4.71% | 加仓 |
| 4 | COST | Costco Wholesale CORP | +0.2% | +4.41% | 加仓 |
| 5 | GEV | GE Vernova INC | +0.1% | +31.02% | 加仓 |
| 6 | CAT | Caterpillar INC | +0.1% | +15.48% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -3.70% | 减仓 |
| 8 | KLAC | Kla CORP | +0.1% | +26.23% | 加仓 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.17% | 加仓 |
| 10 | WWD | Woodward INC | +0.1% | — | 不变 |
| 11 | NOC | Northrop Grumman CORP | +0.1% | +0.43% | 加仓 |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +6.79% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.1% | +2.69% | 加仓 |
| 14 | FDX | Fedex CORP | 0% | +0.57% | 加仓 |
| 15 | WMT | Walmart INC | 0% | +0.33% | 加仓 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.87% | 加仓 |
| 17 | NFLX | Netflix INC | 0% | +12.96% | 加仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 19 | FAST | Fastenal Co | 0% | +0.28% | 加仓 |
| 20 | RTX | Rtx CORP | 0% | +1.23% | 加仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +10.30% | 加仓 |
| 22 | ESGV | Vanguard Esg US Stock ETF | 0% | — | 不变 |
| 23 | WFC | Wells Fargo & Co | 0% | -0.82% | 减仓 |
| 24 | MCO | Moody's CORP | 0% | -0.36% | 减仓 |
| 25 | AMD | Advanced Micro Devices | 0% | -6.34% | 减仓 |
| 26 | BAC | Bank Of America CORP | 0% | +1.60% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +1.73% | 加仓 |
| 28 | SHW | Sherwin-williams Co/the | 0% | -11.55% | 减仓 |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | +9.06% | 加仓 |
| 30 | MA | Mastercard INC - A | 0% | -4.79% | 减仓 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.87% | 加仓 |
| 32 | CPRT | Copart INC | -0.1% | -9.49% | 减仓 |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +3.50% | 加仓 |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.78% | 加仓 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -2.33% | 减仓 |
| 36 | V | Visa Inc-class A Shares | -0.1% | -2.13% | 减仓 |
| 37 | AMZN | Amazon.com INC | -0.1% | +0.05% | 加仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.98% | 加仓 |
| 39 | NVDA | Nvidia CORP | -0.1% | +2.34% | 加仓 |
| 40 | TSLA | Tesla INC | -0.2% | +2.74% | 加仓 |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -11.00% | 减仓 |
| 42 | AAPL | Apple INC | -0.2% | -0.22% | 减仓 |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.4% | +2.73% | 加仓 |
| 44 | OEF | Ishares S&p 100 ETF | -0.5% | +3.34% | 加仓 |
| 45 | MSFT | Microsoft CORP | -1.3% | -1.56% | 减仓 |
| 46 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 47 | MRK | Merck & Co. INC. | — | NEW | 新建仓 |
| 48 | NOW | Servicenow INC | — | EXIT | 清仓 |
| 49 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 50 | SPGI | S&p Global INC | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-18 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-29 | 13F-HR | 在 EDGAR 上查看 |
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