Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/18 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 59
- 較 2025 年第 1 季 +7
- 總值
- $1.44 億
- 較 2025 年第 1 季 +$4,716 萬 (+48.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 55,151 | $3,464 萬 | 24.0% | +8,376+17.9% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 62,372 | $1,920 萬 | 13.3% | −220.0% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 586,898 | $1,536 萬 | 10.7% | +586,898 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 118,303 | $1,338 萬 | 9.3% | +21,951+22.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 187,874 | $1,198 萬 | 8.3% | +32,760+21.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 16,864 | $841.2 萬 | 5.8% | −273−1.6% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 55,080 | $553.1 萬 | 3.8% | −43,892−44.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 18,839 | $402.3 萬 | 2.8% | +626+3.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 25,119 | $400.2 萬 | 2.8% | +10,369+70.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,876 | $242.4 萬 | 1.7% | +581+17.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,979 | $178.3 萬 | 1.2% | +87+1.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,801 | $177.8 萬 | 1.2% | +19+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,522 | $139.3 萬 | 1.0% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 6,493 | $116.6 萬 | 0.8% | +902+16.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,092 | $111.0 萬 | 0.8% | +126+4.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,296 | $93.2 萬 | 0.6% | +253+24.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,089 | $91.9 萬 | 0.6% | +1,118+28.2% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,525 | $87.5 萬 | 0.6% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,428 | $83.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,317 | $68.6 萬 | 0.5% | +232+11.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $61.7 萬 | 0.4% | +2,697+64.3% | 加碼 | – |
| SYYSysco Corp | Stock | 7,845 | $60.5 萬 | 0.4% | −88−1.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,838 | $58.0 萬 | 0.4% | +441+31.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,895 | $52.1 萬 | 0.4% | +211+12.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,073 | $52.0 萬 | 0.4% | −77−6.7% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 2,052 | $51.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,311 | $51.7 萬 | 0.4% | −684−17.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,311 | $48.7 萬 | 0.3% | −37−2.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 767 | $43.7 萬 | 0.3% | −11−1.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 555 | $43.3 萬 | 0.3% | −54−8.9% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 8,429 | $41.6 萬 | 0.3% | +139+1.7% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,295 | $38.3 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,885 | $38.2 萬 | 0.3% | +479+14.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,022 | $38.0 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,054 | $37.3 萬 | 0.3% | +8+0.8% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,261 | $36.2 萬 | 0.3% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 4,611 | $35.2 萬 | 0.2% | +94+2.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 697 | $35.1 萬 | 0.2% | −17−2.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,382 | $34.1 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 325 | $34.0 萬 | 0.2% | −7−2.1% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 665 | $32.6 萬 | 0.2% | +9+1.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,231 | $32.5 萬 | 0.2% | +40+1.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,701 | $30.4 萬 | 0.2% | +83+5.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 234 | $30.4 萬 | 0.2% | +234 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 586 | $29.6 萬 | 0.2% | −15−2.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,087 | $29.6 萬 | 0.2% | −25−2.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,549 | $24.9 萬 | 0.2% | −148−8.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $24.7 萬 | 0.2% | +1,050 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 5,715 | $24.6 萬 | 0.2% | −321−5.3% | 減碼依 2 比 1 拆股換算 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,181 | $24.5 萬 | 0.2% | −617−22.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,925 | $24.5 萬 | 0.2% | +2,925 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 797 | $23.8 萬 | 0.2% | −146−15.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 789 | $23.2 萬 | 0.2% | −14−1.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 576 | $22.9 萬 | 0.2% | +576 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 4,414 | $21.6 萬 | 0.1% | +4,414 | 新進 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 9,049 | $21.1 萬 | 0.1% | +9,049 | 新進 | – |
| FDXFedEx Corp | Stock | 872 | $21.0 萬 | 0.1% | +872 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 887 | $20.9 萬 | 0.1% | +887 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 670 | $20.4 萬 | 0.1% | +670 | 新進 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。