Panoramic Investment Advisors, LLC 13F 持仓 · 2026年Q2
Panoramic Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 2.09 亿美元。前几大持仓：SPYM（13.96%）、SCHV（3.79%）、VUG（3.79%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $29.2M | 13.96% | 332,122 | 增持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $7.9M | 3.79% | 227,702 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $7.9M | 3.79% | 91,944 | 增持 |
| 4 | VPLS | VANGUARD MALVERN FDS | $7.2M | 3.43% | 92,412 | 增持 |
| 5 | SCHG | SCHWAB STRATEGIC TR | $6.0M | 2.85% | 175,967 | 减持 |
| 6 | GOOG | ALPHABET INC | $5.9M | 2.82% | 16,690 | 减持 |
| 7 | ICSH | ISHARES TR | $5.0M | 2.41% | 99,644 | 增持 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $4.5M | 2.14% | 113,194 | 增持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $4.2M | 2.01% | 132,403 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $4.1M | 1.95% | 5,534 | 减持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $3.7M | 1.77% | 23,474 | 增持 |
| 12 | IEFA | ISHARES TR | $3.7M | 1.76% | 38,002 | 增持 |
| 13 | BAI | BLACKROCK ETF TRUST | $3.6M | 1.73% | 68,712 | 减持 |
| 14 | IVV | ISHARES TR | $3.4M | 1.64% | 4,583 | 增持 |
| 15 | GOOGL | ALPHABET INC | $3.4M | 1.60% | 9,380 | 减持 |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.60% | 59,374 | 增持 |
| 17 | MOAT | VANECK ETF TRUST | $3.3M | 1.56% | 31,275 | 减持 |
| 18 | SCHA | SCHWAB STRATEGIC TR | $3.3M | 1.56% | 90,195 | 增持 |
| 19 | SCHM | SCHWAB STRATEGIC TR | $3.2M | 1.53% | 86,533 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $3.0M | 1.43% | 4,347 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.40% | 5,842 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 1.37% | 14,304 | 减持 |
| 23 | AAPL | APPLE INC | $2.8M | 1.34% | 9,671 | 增持 |
| 24 | XLE | SELECT SECTOR SPDR TR | $2.8M | 1.32% | 52,133 | 减持 |
| 25 | VGT | VANGUARD WORLD FD | $2.7M | 1.30% | 22,689 | 增持 |
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