Panoramic Capital Partners, LLC
CIK 2052992 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $211.5M
- 持仓
- 72
- 截至
- 2026年6月30日
按 13F 价值排名第 6284（共 9443） · 前 66.5%
投资组合价值同比（季度）：+30.3% 13F不披露现金
- 前十大持仓权重
- 82.09%
- 前二十五大持仓权重
- 92.46%
- 持仓高于 1%
- 13
- 有效持仓数量
- 9.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.13% 估计买入 $84630125 · 卖出 $13328534
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 72.0% 仍持有
- 新仓位
- 17
- 增加
- 14
- 减少
- 34
- 已结清
- 8
本页内容
行业细分
Technology
8.4%
Communication Services
2.1%
Retail
1.6%
Healthcare
1.2%
Industrials
1.2%
Consumer Discretionary
0.9%
Utilities
0.8%
Financials
0.6%
Financial Services
0.4%
Energy
0.2%
Logistics & Transportation
0.1%
Consumer Staples
0.1%
其他/未映射
82.4%
完整投资组合 72 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $46596996 | 22.03% | 1176056 | $8322570 | 上涨 ×6 | ||
| OEF | $23703982 | 11.21% | 64788 | $3806811 | 上涨 ×2 | ||
| CGCB | $21887538 | 10.35% | 836040 | $166967 | 上涨 ×4 | ||
| IJR | $19909791 | 9.41% | 134244 | $3922628 | 上涨 ×6 | ||
| CGGE | $17697951 | 8.37% | 502212 | 上涨 ×1 | |||
| IJH | $17335582 | 8.19% | 224816 | $3116798 | 上涨 ×6 | ||
| CGGR | $13435873 | 6.35% | 284658 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $4937158 | 2.33% | 17062 | $-342402 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4361763 | 2.06% | 21799 | $-275435 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3785675 | 1.79% | 10149 | $-2563745 | 下跌 ×2 | ||
| SPY SPY | $2953875 | 1.40% | 3956 | $389271 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2397595 | 1.13% | 6709 | $267063 | 下跌 ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2214009 | 1.05% | 21993 | $-964828 | 下跌 ×6 | ||
| VTI | $2087026 | 0.99% | 5640 | $522115 | 上涨 ×2 | ||
| NWN Northwest Natural Holding Company Common Stock | $1702284 | 0.80% | 34698 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1625717 | 0.77% | 6821 | $-57521 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1560005 | 0.74% | 3709 | $54417 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1496353 | 0.71% | 4235 | $4330 | 下跌 ×1 | ||
| MDY | $1073380 | 0.51% | 1526 | $132341 | |||
| JNJ Johnson & Johnson Common Stock | $1043563 | 0.49% | 4109 | $24737 | 下跌 ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $873849 | 0.41% | 16435 | $-822 | |||
| AVGO Broadcom Inc. - Common Stock | $791386 | 0.37% | 2095 | $66514 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $743699 | 0.35% | 795 | $-1047882 | 下跌 ×1 | ||
| EFA | $715941 | 0.34% | 6892 | $46521 | |||
| LLY Eli Lilly and Company Common Stock | $653693 | 0.31% | 545 | $152418 | |||
| JPM JP Morgan Chase & Co. Common Stock | $623238 | 0.29% | 1904 | $-102161 | 下跌 ×1 | ||
| KLAC KLA Corporation - Common Stock | $557862 | 0.26% | 1849 | $217735 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $530877 | 0.25% | 1420 | $80680 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $527511 | 0.25% | 457 | $325483 | 下跌 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $520560 | 0.25% | 720 | $265585 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $505834 | 0.24% | 898 | $-234331 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $501448 | 0.24% | 1050 | $146600 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $475314 | 0.22% | 4074 | $-182946 | 下跌 ×1 | ||
| V Visa Inc. | $451506 | 0.21% | 1316 | $-366355 | 下跌 ×3 | ||
| ESGV | $449295 | 0.21% | 3398 | $67882 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $445897 | 0.21% | 1029 | $127757 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $444063 | 0.21% | 417 | $-36981 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $442071 | 0.21% | 2330 | $-2371 | 上涨 ×5 | ||
| VGT | $436009 | 0.21% | 3648 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $392446 | 0.19% | 3465 | $-166814 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $380655 | 0.18% | 324 | $943 | 下跌 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $377090 | 0.18% | 7195 | $-1079 | |||
| INTC Intel Corporation - Common Stock | $370718 | 0.18% | 2655 | 上涨 ×1 | |||
| BRKB | $358279 | 0.17% | 716 | $-103670 | 下跌 ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $354480 | 0.17% | 696 | $-126499 | 下跌 ×1 | ||
| FTEC | $328131 | 0.16% | 1149 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $321243 | 0.15% | 553 | $104793 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $318284 | 0.15% | 2328 | $-74479 | 上涨 ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $314943 | 0.15% | 893 | $-65912 | 下跌 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $313026 | 0.15% | 2436 | $75213 | 上涨 ×1 | ||
| DON | $271296 | 0.13% | 4800 | $19104 | |||
| AMGN Amgen Inc. - Common Stock | $268368 | 0.13% | 741 | $36940 | 上涨 ×1 | ||
| HECA | $263745 | 0.12% | 9661 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $260627 | 0.12% | 4574 | $31892 | 下跌 ×1 | ||
| GLD | $252709 | 0.12% | 686 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $251041 | 0.12% | 604 | ||||
| RACE Ferrari N.V. Common Shares | $249434 | 0.12% | 670 | $19288 | 下跌 ×1 | ||
| MCO Moody's Corporation Common Stock | $247747 | 0.12% | 547 | $8246 | 下跌 ×3 | ||
| MA Mastercard Incorporated Common Stock | $247042 | 0.12% | 481 | $-110715 | 下跌 ×3 | ||
| WFC Wells Fargo & Company Common Stock | $240048 | 0.11% | 2905 | $760 | 下跌 ×2 | ||
| VSGX | $237892 | 0.11% | 2889 | $30882 | 上涨 ×1 | ||
| BLBD Blue Bird Corporation - Common Stock | $236880 | 0.11% | 3000 | 上涨 ×1 | |||
| FDX FedEx Corporation Common Stock | $235582 | 0.11% | 752 | $-80176 | 下跌 ×1 | ||
| FAST Fastenal Company - Common Stock | $234146 | 0.11% | 4875 | $-2401 | 下跌 ×1 | ||
| BOXX | $231019 | 0.11% | 1973 | 上涨 ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $227460 | 0.11% | 667 | ||||
| ABCB Ameris Bancorp Common Stock | $218700 | 0.10% | 2423 | 上涨 ×1 | |||
| DES | $217475 | 0.10% | 5346 | 上涨 ×1 | |||
| PDP Invesco Dorsey Wright Momentum ETF | $212422 | 0.10% | 1400 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $209874 | 0.10% | 285 | ||||
| SYY Sysco Corporation Common Stock | $202431 | 0.10% | 2422 | $-358323 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $200991 | 0.10% | 1111 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| CGGE | $17697951 | 502212 | 8.37% |
| CGGR | $13435873 | 284658 | 6.35% |
| NWN | $1702284 | 34698 | 0.80% |
| VGT | $436009 | 3648 | 0.21% |
| INTC | $370718 | 2655 | 0.18% |
| FTEC | $328131 | 1149 | 0.16% |
| HECA | $263745 | 9661 | 0.12% |
| GLD | $252709 | 686 | 0.12% |
| UNH | $251041 | 604 | 0.12% |
| BLBD | $236880 | 3000 | 0.11% |
| BOXX | $231019 | 1973 | 0.11% |
| PANW | $227460 | 667 | 0.11% |
| ABCB | $218700 | 2423 | 0.10% |
| DES | $217475 | 5346 | 0.10% |
| PDP | $212422 | 1400 | 0.10% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| WWD | 2026年6月30日 | 2052 | $734452 | -19.0% |
| IBTF | 2025年12月31日 | 20859 | $487371 | 不再跟踪 |
| QQQ | 2025年6月30日 | 1009 | $419805 | |
| UNH | 2025年6月30日 | 632 | $349547 | 24.2% |
| TJX | 2025年6月30日 | 2906 | $348807 | 14.4% |
| CPRT | 2026年6月30日 | 9208 | $305706 | 21.7% |
| CRM | 2025年9月30日 | 1087 | $295827 | -13.3% |
| SHW | 2026年6月30日 | 919 | $294585 | 1.1% |
| NKE | 2026年6月30日 | 5488 | $289876 | -1.2% |
| PM | 2025年12月31日 | 1779 | $288554 | 18.3% |
| ADBE | 2025年3月31日 | 637 | $283261 | -28.8% |
| UNP | 2025年3月31日 | 1228 | $279928 | 29.6% |
| COP | 2025年3月31日 | 2783 | $276037 | 29.0% |
| NFLX | 2026年6月30日 | 2859 | $274893 | 11.4% |
| ADSK | 2025年3月31日 | 906 | $267786 | -5.6% |
| USRT | 2025年3月31日 | 4668 | $267516 | 不再跟踪 |
| CMG | 2025年3月31日 | 4343 | $261883 | -28.5% |
| CMCSA | 2025年3月31日 | 6777 | $254341 | -28.3% |
| NOW | 2026年3月31日 | 1552 | $237751 | 24.0% |
| AMGN | 2025年9月30日 | 797 | $237697 | 54.5% |
| SBUX | 2026年6月30日 | 2623 | $234995 | 1.4% |
| SPGI | 2025年3月31日 | 469 | $233576 | -14.7% |
| MCD | 2025年9月30日 | 789 | $232029 | -11.6% |
| FDX | 2025年3月31日 | 814 | $228937 | 35.1% |
| UNP | 2025年12月31日 | 941 | $222315 | 32.4% |
| PANW | 2025年3月31日 | 1218 | $221627 | 101.6% |
| TMO | 2025年3月31日 | 420 | $218497 | 24.7% |
| QCOM | 2025年3月31日 | 1421 | $218294 | 4.8% |
| AZO | 2025年3月31日 | 67 | $214534 | -22.4% |
| CRM | 2026年3月31日 | 801 | $212193 | 10.1% |
| SPGI | 2026年6月30日 | 498 | $211819 | 12.5% |
| ORCL | 2025年12月31日 | 752 | $211492 | -24.9% |
| ABBV | 2026年6月30日 | 972 | $211400 | 4.8% |
| TDG | 2025年3月31日 | 165 | $209101 | -13.5% |
| VRSK | 2025年3月31日 | 759 | $209051 | -37.4% |
| PG | 2025年12月31日 | 1345 | $206659 | 0.0% |
| VRSK | 2025年9月30日 | 670 | $203720 | -26.0% |
| TSM | 2025年3月31日 | 1030 | $203415 | 153.1% |
| IT | 2025年3月31日 | 418 | $202508 | -54.0% |