Panoramic Capital Partners, LLC
- SEC CIK
- 0002052992
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 72
- 較 2026 年第 1 季 +9
- 總值
- $2.12 億
- 較 2026 年第 1 季 +$4,922 萬 (+30.3%)
| 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 | 1,176,056 | $4,660 萬 | 22.0% | +1,117,462+1,907.1% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 64,788 | $2,370 萬 | 11.2% | +2,232+3.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 836,040 | $2,189 萬 | 10.3% | +8,905+1.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 134,244 | $1,991 萬 | 9.4% | +5,637+4.4% | 加碼 | – |
| Capital Group Global Equity14020R107 | SHS | 502,212 | $1,770 萬 | 8.4% | +502,212 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 224,816 | $1,734 萬 | 8.2% | +14,261+6.8% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 284,658 | $1,344 萬 | 6.4% | +284,658 | 新進 | – |
| AAPLApple Inc. | Stock | 17,062 | $493.7 萬 | 2.3% | −3,741−18.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,799 | $436.2 萬 | 2.1% | −4,790−18.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,149 | $378.6 萬 | 1.8% | −7,004−40.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,956 | $295.4 萬 | 1.4% | +13+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,709 | $239.8 萬 | 1.1% | −700−9.4% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 21,993 | $221.4 萬 | 1.0% | −9,587−30.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,640 | $208.7 萬 | 1.0% | +762+15.6% | 加碼 | – |
| NWNNorthwest Natural Holding Co | COM | 34,698 | $170.2 萬 | 0.8% | +34,698 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,821 | $162.6 萬 | 0.8% | −1,261−15.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,709 | $156.0 萬 | 0.7% | −341−8.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,235 | $149.6 萬 | 0.7% | −966−18.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,526 | $107.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,109 | $104.4 萬 | 0.5% | −59−1.4% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 16,435 | $87.4 萬 | 0.4% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,095 | $79.1 萬 | 0.4% | −247−10.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 795 | $74.4 萬 | 0.4% | −1,003−55.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,892 | $71.6 萬 | 0.3% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 545 | $65.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,904 | $62.3 萬 | 0.3% | −562−22.8% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,849 | $55.8 萬 | 0.3% | −461−20.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| GEGeneral Electric Co | Stock | 1,420 | $53.1 萬 | 0.3% | −166−10.5% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 457 | $52.8 萬 | 0.2% | −141−23.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 720 | $52.1 萬 | 0.2% | −26−3.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 898 | $50.6 萬 | 0.2% | −396−30.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,050 | $50.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,074 | $47.5 萬 | 0.2% | −426−9.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,316 | $45.2 萬 | 0.2% | −1,390−51.4% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,398 | $44.9 萬 | 0.2% | +10.0% | 加碼 | – |
| LRCXLam Research Corp | Stock | 1,029 | $44.6 萬 | 0.2% | −460−30.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 417 | $44.4 萬 | 0.2% | −262−38.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,330 | $44.2 萬 | 0.2% | +26+1.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,648 | $43.6 萬 | 0.2% | +3,648 | 新進 | – |
| WMTWalmart Inc. | Stock | 3,465 | $39.2 萬 | 0.2% | −1,035−23.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 324 | $38.1 萬 | 0.2% | −111−25.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,195 | $37.7 萬 | 0.2% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 2,655 | $37.1 萬 | 0.2% | +2,655 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 716 | $35.8 萬 | 0.2% | −248−25.7% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 696 | $35.4 萬 | 0.2% | −9−1.3% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,149 | $32.8 萬 | 0.2% | +1,149 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 553 | $32.1 萬 | 0.2% | −511−48.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,328 | $31.8 萬 | 0.2% | +13+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 893 | $31.5 萬 | 0.1% | −265−22.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,436 | $31.3 萬 | 0.1% | +459+23.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 4,800 | $27.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 741 | $26.8 萬 | 0.1% | +83+12.6% | 加碼 | 歷史 |
| ETF Opportunities Trust26923Q747 | HEDGEYE CAPITAL | 9,661 | $26.4 萬 | 0.1% | +9,661 | 新進 | – |
| BACBank of America Corp | Stock | 4,574 | $26.1 萬 | 0.1% | −118−2.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 686 | $25.3 萬 | 0.1% | +686 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 604 | $25.1 萬 | 0.1% | +604 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 670 | $24.9 萬 | 0.1% | −10−1.5% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 547 | $24.8 萬 | 0.1% | −2−0.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 481 | $24.7 萬 | 0.1% | −235−32.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,905 | $24.0 萬 | 0.1% | −101−3.4% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 2,889 | $23.8 萬 | 0.1% | +3+0.1% | 加碼 | – |
| BLBDBlue Bird Corp | COM | 3,000 | $23.7 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 752 | $23.6 萬 | 0.1% | −135−15.2% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 4,875 | $23.4 萬 | 0.1% | −223−4.4% | 減碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 1,973 | $23.1 萬 | 0.1% | +1,973 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 667 | $22.7 萬 | 0.1% | +667 | 新進 | 歷史 |
| ABCBAmeris Bancorp | COM | 2,423 | $21.9 萬 | 0.1% | +2,423 | 新進 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 5,346 | $21.7 萬 | 0.1% | +5,346 | 新進 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 1,400 | $21.2 萬 | 0.1% | +1,400 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 285 | $21.0 萬 | 0.1% | +285 | 新進 | – |
| SYYSysco Corp | Stock | 2,422 | $20.2 萬 | 0.1% | −5,439−69.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,111 | $20.1 萬 | 0.1% | +1,111 | 新進 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WWDWoodward, Inc. | COM | 2,052 | $73.4 萬 | 0.5% | 歷史 |
| CPRTCopart Inc | COM | 9,208 | $30.6 萬 | 0.2% | 歷史 |
| SHWSherwin Williams Co | COM | 919 | $29.5 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 5,488 | $29.0 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 2,859 | $27.5 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,623 | $23.5 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 498 | $21.2 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 972 | $21.1 萬 | 0.1% | 歷史 |