Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 63
- 較 2025 年第 4 季 +1
- 總值
- $1.62 億
- 較 2025 年第 4 季 −$73.4 萬 (−0.5%)
| 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 | 58,594 | $3,827 萬 | 23.6% | +1,555+2.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 827,135 | $2,172 萬 | 13.4% | +75,922+10.1% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 62,556 | $1,990 萬 | 12.3% | +2,023+3.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 128,607 | $1,599 萬 | 9.8% | +4,200+3.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 210,555 | $1,422 萬 | 8.8% | +9,473+4.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 17,153 | $634.9 萬 | 3.9% | −272−1.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,803 | $528.0 萬 | 3.3% | −46−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,589 | $463.7 萬 | 2.9% | +607+2.3% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 31,580 | $317.9 萬 | 2.0% | −3,902−11.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,943 | $256.5 萬 | 1.6% | +34+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,409 | $213.1 萬 | 1.3% | +72+1.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,798 | $179.2 萬 | 1.1% | +76+4.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,082 | $168.3 萬 | 1.0% | +40.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,878 | $156.5 萬 | 1.0% | +356+7.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,050 | $150.6 萬 | 0.9% | +108+2.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,201 | $149.2 萬 | 0.9% | +176+3.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,168 | $101.9 萬 | 0.6% | −160−3.7% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,526 | $94.1 萬 | 0.6% | +97+6.8% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,435 | $87.5 萬 | 0.5% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,706 | $81.8 萬 | 0.5% | −59−2.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,294 | $74.0 萬 | 0.5% | +10+0.8% | 加碼 | 歷史 |
| WWDWoodward, Inc. | COM | 2,052 | $73.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,466 | $72.5 萬 | 0.4% | +42+1.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,342 | $72.5 萬 | 0.4% | +238+11.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $66.9 萬 | 0.4% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,500 | $65.8 萬 | 0.4% | +374+9.1% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 7,861 | $56.1 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,500 | $55.9 萬 | 0.3% | +15+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 545 | $50.1 萬 | 0.3% | −13−2.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 679 | $48.1 萬 | 0.3% | +91+15.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 705 | $48.1 萬 | 0.3% | +3+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 964 | $46.2 萬 | 0.3% | +90+10.3% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,586 | $45.0 萬 | 0.3% | +174+12.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,304 | $44.4 萬 | 0.3% | +28+1.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,315 | $39.3 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,397 | $38.1 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,158 | $38.1 萬 | 0.2% | −6−0.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 435 | $38.0 萬 | 0.2% | +103+31.0% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,195 | $37.8 萬 | 0.2% | +14+0.2% | 加碼 | – |
| MAMastercard Inc | Stock | 716 | $35.8 萬 | 0.2% | −36−4.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 231 | $34.0 萬 | 0.2% | +48+26.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,489 | $31.8 萬 | 0.2% | +39+2.7% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 887 | $31.6 萬 | 0.2% | +5+0.6% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 9,208 | $30.6 萬 | 0.2% | −965−9.5% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 919 | $29.5 萬 | 0.2% | −120−11.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,488 | $29.0 萬 | 0.2% | +928+20.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,859 | $27.5 萬 | 0.2% | +328+13.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 746 | $25.5 萬 | 0.2% | +746 | 新進 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,800 | $25.2 萬 | 0.2% | 00.0% | 不變 | – |
| MCOMoodys Corp | Stock | 549 | $24.0 萬 | 0.1% | −2−0.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,006 | $23.9 萬 | 0.1% | −25−0.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,977 | $23.8 萬 | 0.1% | +1,977 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 5,098 | $23.7 萬 | 0.1% | +14+0.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,623 | $23.5 萬 | 0.1% | +51+2.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 658 | $23.1 萬 | 0.1% | −7−1.1% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 680 | $23.0 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 4,692 | $22.9 萬 | 0.1% | +74+1.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,064 | $21.6 萬 | 0.1% | −72−6.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 498 | $21.2 萬 | 0.1% | +498 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 972 | $21.1 萬 | 0.1% | +29+3.1% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 2,886 | $20.7 萬 | 0.1% | −164−5.4% | 減碼 | – |
| MUMicron Technology Inc | Stock | 598 | $20.2 萬 | 0.1% | −112−15.8% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。