Panoramic Investment Advisors, LLC
- SEC CIK
- 0001967332
- 最新申報
- 2026/8/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 125
- 較 2025 年第 2 季 +4
- 總值
- $1.78 億
- 較 2025 年第 2 季 +$1,497 萬 (+9.2%)
| 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 | 326,313 | $2,556 萬 | 14.4% | +7,622+2.4% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 216,024 | $628.8 萬 | 3.5% | +10,094+4.9% | 加碼 | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 77,715 | $611.1 萬 | 3.4% | +4,999+6.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,756 | $563.8 萬 | 3.2% | +2,226+23.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 170,051 | $542.6 萬 | 3.1% | +9,870+6.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 18,602 | $453.0 萬 | 2.5% | −4,340−18.9% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 83,212 | $422.3 萬 | 2.4% | +4,128+5.2% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 40,233 | $401.6 萬 | 2.3% | +664+1.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 138,572 | $378.3 萬 | 2.1% | +4,273+3.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 54,064 | $351.4 萬 | 2.0% | +1,191+2.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 106,665 | $350.9 萬 | 2.0% | +18,012+20.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,505 | $330.5 萬 | 1.9% | −18−0.3% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 32,700 | $324.1 萬 | 1.8% | −950−2.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,766 | $320.9 萬 | 1.8% | +318+1.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,261 | $314.8 萬 | 1.8% | +141+2.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 53,311 | $304.4 萬 | 1.7% | +2,817+5.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,796 | $293.7 萬 | 1.7% | +43+0.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,384 | $293.4 萬 | 1.6% | +50+1.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,866 | $286.9 萬 | 1.6% | +1,579+5.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,734 | $274.9 萬 | 1.5% | +2,092+16.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,820 | $268.8 萬 | 1.5% | −11,734−45.9% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 29,983 | $268.0 萬 | 1.5% | +7,068+30.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 81,403 | $241.3 萬 | 1.4% | +17,377+27.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,427 | $240.0 萬 | 1.3% | −713−7.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,808 | $238.4 萬 | 1.3% | −1,095−10.0% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 88,736 | $228.1 萬 | 1.3% | +1,429+1.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,027 | $226.0 萬 | 1.3% | −6−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 79,831 | $222.7 萬 | 1.3% | +13,998+21.3% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,097 | $197.4 萬 | 1.1% | +40+0.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 21,897 | $194.8 萬 | 1.1% | +780+3.7% | 加碼 | – |
| iShares Tr46438G612 | LARG CAP JUN ETF | 68,250 | $191.4 萬 | 1.1% | 00.0% | 不變 | – |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 24,403 | $186.3 萬 | 1.0% | −124−0.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,453 | $180.2 萬 | 1.0% | −140−5.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,426 | $177.4 萬 | 1.0% | −190−5.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,429 | $165.1 萬 | 0.9% | −6,975−45.3% | 減碼 | – |
| Northern LTS FD Tr III66538R730 | HCM DEFEN 500 | 27,235 | $164.5 萬 | 0.9% | −144−0.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 12,007 | $160.8 萬 | 0.9% | −100−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,957 | $152.8 萬 | 0.9% | +83+1.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 10,457 | $146.9 萬 | 0.8% | +3,271+45.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 13,333 | $127.3 萬 | 0.7% | +800+6.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 34,102 | $124.6 萬 | 0.7% | +522+1.6% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 15,724 | $115.5 萬 | 0.6% | +55+0.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 54,383 | $108.6 萬 | 0.6% | +3,180+6.2% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 30,211 | $103.2 萬 | 0.6% | +30,211 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 14,566 | $98.0 萬 | 0.6% | 00.0% | 不變 | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 11,573 | $97.2 萬 | 0.5% | +10.0% | 加碼 | – |
| Morgan Stanley ETF Trust61774R858 | EATON VANCE SHRT | 18,428 | $92.9 萬 | 0.5% | +1,011+5.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430438 | EQUAL WEIGHT US | 10,641 | $90.5 萬 | 0.5% | +356+3.5% | 加碼 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 13,442 | $89.6 萬 | 0.5% | +62+0.5% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 13,580 | $78.1 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,950 | $75.8 萬 | 0.4% | +100+1.1% | 加碼 | – |
| WELLWelltower Inc. | REIT | 4,252 | $75.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,706 | $70.3 萬 | 0.4% | −42−1.1% | 減碼 | – |
| Tidal Trust I886364231 | FUND GRAN US ETF | 27,925 | $69.8 萬 | 0.4% | +27,925 | 新進 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 10,173 | $68.7 萬 | 0.4% | +989+10.8% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,425 | $64.5 萬 | 0.4% | −103−2.3% | 減碼 | – |
| MFICMidCap Financial Investment Corp | COM NEW | 53,630 | $64.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 6,590 | $61.7 萬 | 0.3% | −130−1.9% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,403 | $61.4 萬 | 0.3% | +40.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,841 | $60.7 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,854 | $57.7 萬 | 0.3% | +36+0.5% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 12,175 | $56.7 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,011 | $56.5 萬 | 0.3% | +300+6.4% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H604 | ALLIANZIM US EQT | 13,250 | $56.5 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,530 | $54.4 萬 | 0.3% | −500−24.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,128 | $53.0 萬 | 0.3% | +341+4.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 7,030 | $51.2 萬 | 0.3% | +200+2.9% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 3,825 | $50.2 萬 | 0.3% | +12+0.3% | 加碼 | – |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 12,125 | $48.2 萬 | 0.3% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,076 | $47.9 萬 | 0.3% | −13−1.2% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,130 | $45.5 萬 | 0.3% | +11+0.5% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 8,550 | $45.5 萬 | 0.3% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 918 | $45.0 萬 | 0.3% | −50−5.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 449 | $41.6 萬 | 0.2% | −101−18.4% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 6,819 | $41.0 萬 | 0.2% | −295−4.1% | 減碼 | – |
| Aim ETF Products Trust00888H745 | ALLIANZIM US EQT | 11,050 | $39.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,900 | $37.6 萬 | 0.2% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 989 | $37.0 萬 | 0.2% | −40−3.9% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 1,134 | $36.5 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,692 | $36.5 萬 | 0.2% | −998−10.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,848 | $36.5 萬 | 0.2% | +29+0.2% | 加碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,027 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,871 | $36.1 萬 | 0.2% | +18+0.6% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,905 | $34.8 萬 | 0.2% | −32−1.7% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 5,696 | $34.6 萬 | 0.2% | +62+1.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,031 | $32.5 萬 | 0.2% | −211−17.0% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 4,100 | $32.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,210 | $31.4 萬 | 0.2% | −40−3.2% | 減碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,645 | $31.2 萬 | 0.2% | +8+0.5% | 加碼 | – |
| Aim ETF Products Trust00888H109 | ALLIANZIM US EQ | 7,525 | $30.6 萬 | 0.2% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 3,394 | $30.4 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 3,900 | $29.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,585 | $29.6 萬 | 0.2% | −1,163−17.2% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,200 | $29.3 萬 | 0.2% | 00.0% | 不變 | – |
| Morgan Stanley ETF Trust61774R833 | EATON VANCE FLTG | 5,823 | $28.9 萬 | 0.2% | +294+5.3% | 加碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,500 | $28.7 萬 | 0.2% | 00.0% | 不變 | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 11,246 | $28.2 萬 | 0.2% | −4,853−30.1% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,025 | $28.2 萬 | 0.2% | 00.0% | 不變 | – |
| SOFISoFi Technologies, Inc. | Stock | 10,450 | $27.6 萬 | 0.2% | −200−1.9% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 11,859 | $27.6 萬 | 0.2% | +2,027+20.6% | 加碼 | – |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 2,262 | $40.0 萬 | 0.2% | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,314 | $21.2 萬 | 0.1% | – |
| AXONAxon Enterprise, Inc. | COM | 251 | $20.8 萬 | 0.1% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 10,931 | $9.99 萬 | 0.1% | 歷史 |