Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- 最新申報
- 2026/8/13
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/16 申報。只含多頭部位。
- 持股檔數
- 99
- 2023 年第 2 季沒有申報
- 總值
- $1.09 億
- 2023 年第 2 季沒有申報
Panoramic Investment Advisors, LLC 沒有申報 2023 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 176,979 | $889.5 萬 | 8.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 95,220 | $673.8 萬 | 6.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 40,298 | $531.3 萬 | 4.9% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 46,077 | $433.3 萬 | 4.0% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 60,147 | $387.7 萬 | 3.6% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 50,460 | $382.7 萬 | 3.5% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,836 | $366.9 萬 | 3.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,935 | $311.6 萬 | 2.9% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 53,720 | $270.6 萬 | 2.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 27,320 | $264.6 萬 | 2.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 35,341 | $257.0 萬 | 2.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,885 | $224.5 萬 | 2.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,099 | $218.0 萬 | 2.0% | – | – | – |
| PEPPepsiCo Inc | Stock | 12,342 | $209.1 萬 | 1.9% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 37,653 | $191.1 萬 | 1.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,327 | $190.8 萬 | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 34,431 | $184.4 萬 | 1.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,995 | $175.0 萬 | 1.6% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 17,662 | $156.6 萬 | 1.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,646 | $156.6 萬 | 1.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,734 | $151.3 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,500 | $149.8 萬 | 1.4% | – | – | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 32,092 | $144.0 萬 | 1.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,947 | $143.3 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,930 | $129.3 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 7,514 | $128.7 萬 | 1.2% | – | – | 歷史 |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 34,280 | $128.1 萬 | 1.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,811 | $116.6 萬 | 1.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 17,202 | $116.4 萬 | 1.1% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 22,358 | $111.4 萬 | 1.0% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 20,151 | $107.8 萬 | 1.0% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 22,231 | $107.8 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,365 | $106.3 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 24,524 | $101.6 萬 | 0.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,585 | $89.4 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,494 | $84.6 萬 | 0.8% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 17,166 | $78.9 萬 | 0.7% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 15,379 | $77.6 萬 | 0.7% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 13,915 | $76.4 萬 | 0.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,530 | $76.0 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 14,304 | $74.1 萬 | 0.7% | – | – | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $73.7 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,484 | $69.7 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,282 | $67.2 萬 | 0.6% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,950 | $63.7 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 9,987 | $63.4 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 10,345 | $62.2 萬 | 0.6% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,300 | $57.7 萬 | 0.5% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 9,125 | $56.5 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,280 | $54.4 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,724 | $53.9 萬 | 0.5% | – | – | – |
| WELLWelltower Inc. | REIT | 6,325 | $51.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,260 | $51.1 萬 | 0.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 11,586 | $50.6 萬 | 0.5% | – | – | – |
| FSKFS KKR Capital Corp | COM | 25,050 | $49.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,125 | $48.3 萬 | 0.4% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,660 | $47.0 萬 | 0.4% | – | – | – |
| TOLToll Brothers, Inc. | COM | 6,100 | $45.1 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,553 | $44.4 萬 | 0.4% | – | – | – |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,500 | $42.7 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,545 | $41.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 3,181 | $40.3 萬 | 0.4% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 8,008 | $39.0 萬 | 0.4% | – | – | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 19,722 | $38.2 萬 | 0.4% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,869 | $36.6 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 19,803 | $33.9 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 9,085 | $33.7 萬 | 0.3% | – | – | – |
| ORealty Income Corp | REIT | 6,374 | $31.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 12,437 | $31.6 萬 | 0.3% | – | – | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 57,986 | $31.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,322 | $31.1 萬 | 0.3% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,792 | $30.5 萬 | 0.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,026 | $30.2 萬 | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 6,698 | $29.7 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H745 | ALLIANZIM US EQT | 11,250 | $28.9 萬 | 0.3% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,675 | $28.3 萬 | 0.3% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,155 | $28.1 萬 | 0.3% | – | – | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 9,825 | $27.6 萬 | 0.3% | – | – | – |
| ABRArbor Realty Trust Inc | COM | 18,156 | $27.6 萬 | 0.3% | – | – | 歷史 |
| BBDCBarings BDC, Inc. | COM | 30,912 | $27.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,501 | $27.4 萬 | 0.3% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 2,953 | $26.6 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,850 | $26.2 萬 | 0.2% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,149 | $26.0 萬 | 0.2% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,355 | $24.9 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,434 | $24.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,139 | $23.7 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,250 | $23.5 萬 | 0.2% | – | – | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $23.3 萬 | 0.2% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,500 | $22.8 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 546 | $22.3 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 7,560 | $21.5 萬 | 0.2% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 3,150 | $21.1 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 814 | $20.4 萬 | 0.2% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 3,543 | $20.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 13,651 | $19.2 萬 | 0.2% | – | – | – |
| FFord Motor Co | Stock | 13,606 | $16.9 萬 | 0.2% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 15,500 | $12.4 萬 | 0.1% | – | – | 歷史 |
| Aethlon Med Inc00808Y307 | COM | 35,000 | $7,903 | <0.1% | – | – | – |