Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/31 申報。只含多頭部位。
- 持股檔數
- 118
- 2024 年第 2 季沒有申報
- 總值
- $1.45 億
- 2024 年第 2 季沒有申報
Panoramic Investment Advisors, LLC 沒有申報 2024 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 | 253,595 | $1,712 萬 | 11.8% | – | – | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 80,877 | $641.5 萬 | 4.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 64,783 | $520.7 萬 | 3.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,345 | $476.3 萬 | 3.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 25,124 | $450.5 萬 | 3.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 25,936 | $433.6 萬 | 3.0% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 43,156 | $418.4 萬 | 2.9% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 35,950 | $374.5 萬 | 2.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,850 | $308.7 萬 | 2.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,483 | $289.2 萬 | 2.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 48,408 | $288.1 萬 | 2.0% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,053 | $282.7 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,108 | $272.9 萬 | 1.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,468 | $266.9 萬 | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,183 | $241.3 萬 | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 10,188 | $237.4 萬 | 1.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,038 | $231.9 萬 | 1.6% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 43,928 | $222.9 萬 | 1.5% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 38,250 | $212.4 萬 | 1.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 64,412 | $198.5 萬 | 1.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,412 | $198.3 萬 | 1.4% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 50,716 | $183.2 萬 | 1.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,723 | $181.9 萬 | 1.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 27,195 | $180.9 萬 | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,670 | $177.0 萬 | 1.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,988 | $175.3 萬 | 1.2% | – | – | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 27,154 | $171.2 萬 | 1.2% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 11,006 | $166.9 萬 | 1.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 14,251 | $162.5 萬 | 1.1% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 18,773 | $156.2 萬 | 1.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 18,666 | $155.1 萬 | 1.1% | – | – | – |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 30,406 | $154.4 萬 | 1.1% | – | – | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 56,900 | $147.9 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,388 | $145.8 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,078 | $144.6 萬 | 1.0% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,521 | $144.3 萬 | 1.0% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 8,367 | $142.3 萬 | 1.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,295 | $117.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 16,470 | $106.6 萬 | 0.7% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 16,566 | $98.1 萬 | 0.7% | – | – | – |
| iShares Tr464288703 | MRNING SM CP ETF | 13,475 | $85.5 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 10,588 | $81.2 萬 | 0.6% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 12,268 | $79.5 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,685 | $79.1 萬 | 0.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,950 | $76.2 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,055 | $73.5 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 8,095 | $73.5 萬 | 0.5% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,935 | $73.4 萬 | 0.5% | – | – | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $71.8 萬 | 0.5% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,550 | $68.9 萬 | 0.5% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 12,517 | $67.1 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 33,945 | $66.9 萬 | 0.5% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,900 | $65.3 萬 | 0.5% | – | – | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 25,637 | $64.8 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,437 | $61.6 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,883 | $61.3 萬 | 0.4% | – | – | – |
| WELLWelltower Inc. | REIT | 4,652 | $59.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 19,658 | $59.4 萬 | 0.4% | – | – | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 12,200 | $57.8 萬 | 0.4% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,214 | $56.3 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,699 | $55.2 萬 | 0.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,980 | $53.6 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 2,017 | $52.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 11,214 | $52.7 萬 | 0.4% | – | – | – |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 18,978 | $50.1 萬 | 0.3% | – | – | – |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,250 | $49.7 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 17,089 | $49.5 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,000 | $46.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,649 | $45.5 萬 | 0.3% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 9,719 | $45.2 萬 | 0.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,557 | $44.8 萬 | 0.3% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,978 | $43.2 萬 | 0.3% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,893 | $42.8 萬 | 0.3% | – | – | – |
| ORealty Income Corp | REIT | 6,692 | $42.4 萬 | 0.3% | – | – | 歷史 |
| DGDollar General Corp | COM | 5,007 | $42.3 萬 | 0.3% | – | – | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 15,957 | $41.6 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 11,675 | $41.0 萬 | 0.3% | – | – | – |
| FSKFS KKR Capital Corp | COM | 20,652 | $40.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,406 | $39.7 萬 | 0.3% | – | – | – |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 7,660 | $38.5 萬 | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,166 | $36.0 萬 | 0.2% | – | – | 歷史 |
| Aim ETF Products Trust00888H745 | ALLIANZIM US EQT | 11,050 | $35.0 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 587 | $34.3 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,405 | $34.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,777 | $34.0 萬 | 0.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 6,748 | $33.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 6,218 | $33.4 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,100 | $32.1 萬 | 0.2% | – | – | – |
| ETNEaton Corp plc | Stock | 934 | $31.0 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,510 | $30.6 萬 | 0.2% | – | – | – |
| Aim ETF Products Trust00888H109 | ALLIANZIM US EQ | 7,525 | $28.4 萬 | 0.2% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 2,351 | $28.3 萬 | 0.2% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,350 | $27.9 萬 | 0.2% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,601 | $27.9 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,130 | $27.8 萬 | 0.2% | – | – | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 42,106 | $26.7 萬 | 0.2% | – | – | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,648 | $26.6 萬 | 0.2% | – | – | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $26.3 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,702 | $26.3 萬 | 0.2% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,075 | $26.0 萬 | 0.2% | – | – | – |