Panoramic Capital Partners, LLC 13F 持仓 · 2026年Q2
Panoramic Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 2.12 亿美元。前几大持仓：IVV（22.03%）、OEF（11.21%）、CGCB（10.35%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $46.6M | 22.03% | 1.2M | 增持 |
| 2 | OEF | ISHARES TR | $23.7M | 11.21% | 64,788 | 增持 |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | $21.9M | 10.35% | 836,040 | 增持 |
| 4 | IJR | ISHARES TR | $19.9M | 9.41% | 134,244 | 增持 |
| 5 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $17.7M | 8.37% | 502,212 | 新建仓 |
| 6 | IJH | ISHARES TR | $17.3M | 8.19% | 224,816 | 增持 |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | $13.4M | 6.35% | 284,658 | 新建仓 |
| 8 | AAPL | APPLE INC | $4.9M | 2.33% | 17,062 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $4.4M | 2.06% | 21,799 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $3.8M | 1.79% | 10,149 | 减持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.40% | 3,956 | 增持 |
| 12 | GOOGL | ALPHABET INC | $2.4M | 1.13% | 6,709 | 减持 |
| 13 | SGOV | ISHARES TR | $2.2M | 1.05% | 21,993 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $2.1M | 0.99% | 5,640 | 增持 |
| 15 | NWN | NORTHWEST NAT HLDG CO | $1.7M | 0.80% | 34,698 | 新建仓 |
| 16 | AMZN | AMAZON COM INC | $1.6M | 0.77% | 6,821 | 减持 |
| 17 | TSLA | TESLA INC | $1.6M | 0.74% | 3,709 | 减持 |
| 18 | GOOG | ALPHABET INC | $1.5M | 0.71% | 4,235 | 减持 |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.1M | 0.51% | 1,526 | 持平 |
| 20 | JNJ | JOHNSON & JOHNSON | $1.0M | 0.49% | 4,109 | 减持 |
| 21 | IGIB | ISHARES TR | $873,849 | 0.41% | 16,435 | 持平 |
| 22 | AVGO | BROADCOM INC | $791,386 | 0.37% | 2,095 | 减持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $743,699 | 0.35% | 795 | 减持 |
| 24 | EFA | ISHARES TR | $715,941 | 0.34% | 6,892 | 持平 |
| 25 | LLY | ELI LILLY & CO | $653,693 | 0.31% | 545 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR