Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 118
- 較 2024 年第 3 季 0
- 總值
- $1.54 億
- 較 2024 年第 3 季 +$878.3 萬 (+6.1%)
| 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 | 279,255 | $1,925 萬 | 12.5% | +25,660+10.1% | 加碼 | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 92,919 | $706.1 萬 | 4.6% | +12,042+14.9% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 195,043 | $508.5 萬 | 3.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 27,174 | $483.9 萬 | 3.2% | +2,050+8.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 25,095 | $477.9 萬 | 3.1% | −841−3.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 161,629 | $441.6 萬 | 2.9% | −7,406−4.4% | 減碼依 3 比 1 拆股換算 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 145,801 | $406.3 萬 | 2.6% | +2,001+1.4% | 加碼依 4 比 1 拆股換算 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 40,661 | $377.0 萬 | 2.5% | −2,495−5.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,919 | $325.0 萬 | 2.1% | +811+11.4% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 39,211 | $319.9 萬 | 2.1% | +961+2.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,242 | $306.6 萬 | 2.0% | +2,054+20.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,442 | $293.2 萬 | 1.9% | −408−7.0% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 50,473 | $290.4 萬 | 1.9% | +2,065+4.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,556 | $284.0 萬 | 1.9% | +88+1.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,086 | $281.8 萬 | 1.8% | +33+0.1% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 52,213 | $277.0 萬 | 1.8% | +1,497+3.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,625 | $255.0 萬 | 1.7% | +587+11.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,254 | $250.5 萬 | 1.6% | +71+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 79,154 | $237.7 萬 | 1.5% | +14,742+22.9% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 46,793 | $236.0 萬 | 1.5% | +2,865+6.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,142 | $210.9 萬 | 1.4% | +472+4.4% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,945 | $206.5 萬 | 1.3% | +1,939+17.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,638 | $201.3 萬 | 1.3% | +3,226+12.7% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 86,873 | $197.2 萬 | 1.3% | +5,288+6.5% | 加碼依 3 比 1 拆股換算 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 21,968 | $191.8 萬 | 1.2% | −7,515−25.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,022 | $187.9 萬 | 1.2% | +34+1.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,867 | $187.3 萬 | 1.2% | +1,144+5.5% | 加碼 | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 27,190 | $182.3 萬 | 1.2% | +36+0.1% | 加碼 | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 68,650 | $179.4 萬 | 1.2% | +11,750+20.7% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 20,594 | $166.7 萬 | 1.1% | +1,821+9.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,839 | $161.8 萬 | 1.1% | +451+13.3% | 加碼 | 歷史 |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 30,474 | $158.7 萬 | 1.0% | +68+0.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 56,946 | $157.8 萬 | 1.0% | +948+1.7% | 加碼依 3 比 1 拆股換算 | – |
| ABTAbbott Laboratories | Stock | 13,389 | $151.4 萬 | 1.0% | −862−6.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,573 | $150.6 萬 | 1.0% | +52+2.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,835 | $150.0 萬 | 1.0% | +540+8.6% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 57,696 | $149.2 萬 | 1.0% | +1,540+2.7% | 加碼依 2 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 8,930 | $119.9 萬 | 0.8% | +2,875+47.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,278 | $110.7 萬 | 0.7% | −1,089−13.0% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 16,566 | $98.0 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 15,991 | $94.2 萬 | 0.6% | −479−2.9% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,633 | $93.5 萬 | 0.6% | +365+3.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 46,254 | $88.6 萬 | 0.6% | +12,309+36.3% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 31,926 | $87.4 萬 | 0.6% | +12,268+62.4% | 加碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 13,702 | $86.9 萬 | 0.6% | +227+1.7% | 加碼 | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 11,276 | $85.5 萬 | 0.6% | +688+6.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,999 | $80.7 萬 | 0.5% | −18−0.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,104 | $75.4 萬 | 0.5% | −581−4.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,935 | $74.2 萬 | 0.5% | 00.0% | 不變 | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $72.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,680 | $71.5 萬 | 0.5% | +130+1.0% | 加碼 | – |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 13,850 | $69.1 萬 | 0.4% | +6,190+80.8% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 14,279 | $66.1 萬 | 0.4% | +3,065+27.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,748 | $65.7 萬 | 0.4% | +311+9.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 7,200 | $63.2 萬 | 0.4% | −895−11.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,852 | $62.4 萬 | 0.4% | −31−0.6% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 23,984 | $62.0 萬 | 0.4% | −1,050−4.2% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,900 | $60.4 萬 | 0.4% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,480 | $59.5 萬 | 0.4% | +500+10.0% | 加碼 | – |
| WELLWelltower Inc. | REIT | 4,652 | $58.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SILASila Realty Trust, Inc. | COMMON STOCK | 23,533 | $57.2 萬 | 0.4% | −2,104−8.2% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 12,200 | $55.3 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,727 | $54.1 萬 | 0.4% | +28+0.4% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 11,880 | $52.3 萬 | 0.3% | +2,161+22.2% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 4,321 | $51.0 萬 | 0.3% | +428+11.0% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,156 | $50.8 萬 | 0.3% | −58−0.6% | 減碼 | – |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,250 | $50.6 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 4,704 | $50.6 萬 | 0.3% | +704+17.6% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 20,652 | $44.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 8,550 | $44.5 萬 | 0.3% | +3,850+81.9% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,046 | $43.2 萬 | 0.3% | +68+3.4% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,278 | $42.5 萬 | 0.3% | −279−3.7% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,174 | $42.3 萬 | 0.3% | −475−5.5% | 減碼 | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 11,675 | $42.1 萬 | 0.3% | 00.0% | 不變 | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 14,622 | $41.6 萬 | 0.3% | −1,335−8.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,510 | $36.6 萬 | 0.2% | +105+7.5% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H745 | ALLIANZIM US EQT | 11,050 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,376 | $34.9 萬 | 0.2% | −30−2.1% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,816 | $34.2 萬 | 0.2% | +39+1.4% | 加碼 | – |
| ETNEaton Corp plc | Stock | 1,029 | $34.1 萬 | 0.2% | +95+10.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,787 | $33.6 萬 | 0.2% | +39+0.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 691 | $33.6 萬 | 0.2% | +104+17.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,840 | $33.1 萬 | 0.2% | +710+11.6% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 958 | $32.8 萬 | 0.2% | +158+19.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 6,080 | $32.5 萬 | 0.2% | −612−9.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,758 | $31.9 萬 | 0.2% | +228+1.7% | 加碼依 3 比 1 拆股換算 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,100 | $30.6 萬 | 0.2% | 00.0% | 不變 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,027 | $29.8 萬 | 0.2% | −20−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,243 | $29.8 萬 | 0.2% | +1,243 | 新進 | 歷史 |
| Aim ETF Products Trust00888H109 | ALLIANZIM US EQ | 7,525 | $29.0 萬 | 0.2% | 00.0% | 不變 | – |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 42,106 | $28.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,350 | $28.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 2,350 | $28.6 萬 | 0.2% | −10.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 2,854 | $28.4 萬 | 0.2% | −312−9.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,050 | $28.2 萬 | 0.2% | −2,900−58.6% | 減碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,075 | $28.0 萬 | 0.2% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $26.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,619 | $26.5 萬 | 0.2% | +18+1.1% | 加碼 | – |
| Morgan Stanley ETF Trust61774R833 | EATON VANCE FLTG | 4,963 | $25.0 萬 | 0.2% | +4,963 | 新進 | – |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 10,550 | $24.3 萬 | 0.2% | +500+5.0% | 加碼 | – |
2024 年第 3 季之後清倉（8 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 18,978 | $50.1 萬 | 0.3% | – |
| PFEPfizer Inc | Stock | 17,089 | $49.5 萬 | 0.3% | 歷史 |
| DGDollar General Corp | COM | 5,007 | $42.3 萬 | 0.3% | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 6,500 | $22.1 萬 | 0.2% | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,350 | $20.9 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 4,475 | $20.4 萬 | 0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 4,893 | $20.1 萬 | 0.1% | – |
| FFord Motor Co | Stock | 10,606 | $11.2 萬 | 0.1% | 歷史 |