Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 121
- 較 2025 年第 1 季 +6
- 總值
- $1.63 億
- 較 2025 年第 1 季 +$1,475 萬 (+10.0%)
| 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 | 318,691 | $2,317 萬 | 14.2% | +36,137+12.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 205,930 | $569.8 萬 | 3.5% | +10,311+5.3% | 加碼 | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 72,716 | $565.7 萬 | 3.5% | −26,603−26.8% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 160,181 | $467.9 萬 | 2.9% | +10,766+7.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 25,554 | $467.2 萬 | 2.9% | −781−3.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,530 | $417.8 萬 | 2.6% | +1,477+18.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 22,942 | $407.0 萬 | 2.5% | −474−2.0% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 79,084 | $401.0 萬 | 2.5% | +30,624+63.2% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 39,569 | $371.9 萬 | 2.3% | −303−0.8% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 134,299 | $355.9 萬 | 2.2% | −18,954−12.4% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 52,873 | $323.6 萬 | 2.0% | −357−0.7% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 33,650 | $315.6 萬 | 1.9% | −3,125−8.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,523 | $304.7 萬 | 1.9% | −17−0.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,448 | $299.3 萬 | 1.8% | +67+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,120 | $297.3 萬 | 1.8% | −168−2.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 50,494 | $287.1 萬 | 1.8% | +813+1.6% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 88,653 | $275.0 萬 | 1.7% | +1,271+1.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,753 | $270.0 萬 | 1.7% | −317−6.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,334 | $269.1 萬 | 1.7% | +40+0.9% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 15,404 | $266.9 萬 | 1.6% | +1,570+11.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 31,287 | $261.2 萬 | 1.6% | +1,780+6.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 87,307 | $208.1 萬 | 1.3% | +802+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,140 | $208.0 萬 | 1.3% | −1,249−11.0% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,915 | $202.2 萬 | 1.2% | −332−1.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,033 | $201.2 萬 | 1.2% | −41−1.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 12,642 | $199.7 萬 | 1.2% | +1,176+10.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,903 | $192.1 萬 | 1.2% | −94−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,593 | $191.4 萬 | 1.2% | +41+1.6% | 加碼 | 歷史 |
| iShares Tr46438G612 | LARG CAP JUN ETF | 68,250 | $187.8 萬 | 1.2% | −400−0.6% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,057 | $187.1 萬 | 1.1% | +213+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,616 | $179.9 萬 | 1.1% | −483−11.8% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 64,026 | $179.6 萬 | 1.1% | +7,030+12.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 21,117 | $176.8 萬 | 1.1% | +176+0.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 65,833 | $166.6 萬 | 1.0% | +6,843+11.6% | 加碼 | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 24,527 | $165.8 萬 | 1.0% | −2,663−9.8% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 12,107 | $164.7 萬 | 1.0% | −976−7.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,874 | $150.8 萬 | 0.9% | +55+0.8% | 加碼 | 歷史 |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 27,379 | $149.1 萬 | 0.9% | −3,095−10.2% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 33,580 | $115.9 萬 | 0.7% | −773−2.3% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 12,533 | $114.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 15,669 | $108.3 萬 | 0.7% | +40+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 51,203 | $100.1 萬 | 0.6% | +291+0.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 7,186 | $94.9 萬 | 0.6% | −101−1.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 11,572 | $92.0 萬 | 0.6% | +189+1.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 14,566 | $91.4 萬 | 0.6% | −1,900−11.5% | 減碼 | – |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 17,417 | $87.1 萬 | 0.5% | +2,529+17.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430438 | EQUAL WEIGHT US | 10,285 | $83.9 萬 | 0.5% | +10,285 | 新進 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 13,380 | $82.1 萬 | 0.5% | −374−2.7% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 13,580 | $73.9 萬 | 0.5% | +900+7.1% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,850 | $70.9 萬 | 0.4% | −50−0.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,748 | $68.1 萬 | 0.4% | 00.0% | 不變 | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $67.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 4,252 | $65.4 萬 | 0.4% | −300−6.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,030 | $61.9 萬 | 0.4% | +510+33.6% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,528 | $61.1 萬 | 0.4% | −121−2.6% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 6,720 | $61.1 萬 | 0.4% | −90−1.3% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,399 | $59.7 萬 | 0.4% | +3,855+51.1% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,184 | $58.0 萬 | 0.4% | +63+0.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,818 | $56.9 萬 | 0.3% | +63+0.8% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 12,175 | $56.3 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 550 | $54.4 萬 | 0.3% | +550 | 新進 | 歷史 |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,250 | $53.2 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,847 | $50.9 萬 | 0.3% | −352−16.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,711 | $50.8 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 968 | $49.3 萬 | 0.3% | +210+27.7% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 3,813 | $48.5 萬 | 0.3% | −616−13.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,787 | $48.3 萬 | 0.3% | −4,118−34.6% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,119 | $46.4 萬 | 0.3% | +12+0.6% | 加碼 | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 12,125 | $45.8 萬 | 0.3% | 00.0% | 不變 | – |
| MSTRStrategy Inc | Stock | 1,130 | $45.7 萬 | 0.3% | +1,130 | 新進 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 8,550 | $45.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,114 | $44.6 萬 | 0.3% | −39−0.5% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 6,830 | $42.6 萬 | 0.3% | +43+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,262 | $40.0 萬 | 0.2% | +2,262 | 新進 | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 16,099 | $38.1 萬 | 0.2% | −6,665−29.3% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H745 | ALLIANZIM US EQT | 11,050 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,029 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,242 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,900 | $35.8 萬 | 0.2% | −3,035−51.1% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,748 | $35.6 萬 | 0.2% | −545−7.5% | 減碼 | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 9,690 | $35.6 萬 | 0.2% | −3,509−26.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,089 | $34.6 萬 | 0.2% | +53+5.1% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,027 | $34.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,853 | $34.0 萬 | 0.2% | +19+0.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,819 | $33.8 萬 | 0.2% | +30+0.2% | 加碼 | – |
| TGTTarget Corp | Stock | 3,392 | $33.5 萬 | 0.2% | +3,392 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 5,634 | $32.5 萬 | 0.2% | −295−5.0% | 減碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 15,634 | $32.4 萬 | 0.2% | −2,867−15.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,100 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,250 | $31.1 萬 | 0.2% | −131−9.5% | 減碼 | – |
| Aim ETF Products Trust00888H109 | ALLIANZIM US EQ | 7,525 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,637 | $28.9 萬 | 0.2% | +9+0.6% | 加碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 3,900 | $28.9 萬 | 0.2% | −175−4.3% | 減碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $27.8 萬 | 0.2% | 00.0% | 不變 | – |
| Morgan Stanley ETF Trust61774R833 | EATON VANCE FLTG | 5,529 | $27.6 萬 | 0.2% | −259−4.5% | 減碼 | – |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 11,300 | $27.4 萬 | 0.2% | +750+7.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,025 | $27.3 萬 | 0.2% | −25−1.2% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,200 | $27.0 萬 | 0.2% | −150−11.1% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,937 | $26.4 萬 | 0.2% | +1,937 | 新進 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,077 | $26.3 萬 | 0.2% | −257−11.0% | 減碼 | – |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435U713 | US INFRASTRUC | 15,394 | $69.4 萬 | 0.5% | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 12,410 | $46.5 萬 | 0.3% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,172 | $22.7 萬 | 0.2% | – |
| CMCSAComcast Corp | Stock | 5,868 | $21.7 萬 | 0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 2,971 | $21.0 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 4,543 | $20.1 萬 | 0.1% | – |