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Avantax Planning Partners, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Avantax Planning Partners, Inc.
报告期 2026-03-31 · CIK 0001005441
持仓数
435
前50大市值合计
$2.95B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 51
减持 70
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$83.5M
35,285
-97%
减持
SCHV
SCHWAB STRATEGIC TR
-$72.1M
4,285,341
-20%
增持
SCHZ
SCHWAB STRATEGIC TR
+$67.2M
3,154,324
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+78%
减持
FLRN
SPDR SER TR
-$53.8M
2,467,130
-42%
增持
SCHF
SCHWAB STRATEGIC TR
+$47.5M
2,492,103
+105%
增持
IDOG
ALPS ETF TR
+$11.1M
838,415
+77%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.1M
199,518
+28%
减持
ISTB
ISHARES TR
-$5.3M
14,078
-89%
减持
AAPL
APPLE INC
+$5.3M
156,691
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$5.3M
117,293
+142%
减持
SUB
ISHARES TR
-$4.7M
542,442
-8%
增持
SCHD
SCHWAB STRATEGIC TR
-$4.6M
3,555,737
+1%
增持
SLYV
SPDR SER TR
+$3.8M
311,617
+16%
增持
SPYV
SPDR SER TR
+$2.8M
625,799
+7%
增持
IWP
ISHARES TR
+$2.6M
227,069
+5%
减持
CWI
SPDR INDEX SHS FDS
+$2.6M
1,539,349
-0%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$2.4M
906,883
+26%
减持
PG
PROCTER AND GAMBLE CO
-$2.1M
39,566
-25%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.0M
5,629,421
-15%
减持
MSFT
MICROSOFT CORP
+$2.0M
48,724
-3%
增持
IWO
ISHARES TR
+$2.0M
126,952
+2%
增持
IEMG
ISHARES INC
+$1.9M
538,606
+3%
增持
MUB
ISHARES TR
+$1.9M
195,243
+8%
减持
IWN
ISHARES TR
-$1.8M
517,524
-1%
减持
—
BLACKROCK INC
-$1.7M
4,947
-31%
增持
TSLA
TESLA INC
+$1.7M
20,619
+0%
减持
VXUS
VANGUARD STAR FDS
+$1.5M
583,991
-2%
建仓
—
LINDE PLC
+$1.5M
4,201
减持
PFE
PFIZER INC
-$1.4M
128,507
-0%
减持
MRK
MERCK & CO INC
-$1.3M
61,636
-13%
清仓
—
LINDE PLC
-$1.3M
0
-100%
减持
C
CITIGROUP INC
-$1.3M
19,129
-60%
增持
AVGO
BROADCOM INC
+$1.3M
8,687
+13%
增持
—
HEARTLAND FINL USA INC
-$1.1M
137,295
+0%
增持
VOE
VANGUARD INDEX FDS
+$1.0M
82,484
+11%
增持
BAC
BANK AMERICA CORP
+$961.2K
77,434
+105%
减持
NVDA
NVIDIA CORPORATION
+$933.7K
11,255
-25%
减持
HD
HOME DEPOT INC
-$846.1K
14,665
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$772.9K
7,104
-16%
清仓
INSP
INSPIRE MED SYS INC
-$756.1K
0
-100%
增持
EOG
EOG RES INC
+$646.6K
19,413
+59%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$642.0K
43,461
-3%
增持
VOT
VANGUARD INDEX FDS
+$639.8K
38,496
+1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$636.5K
957,093
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$627.6K
5,346
-10%
增持
NUDM
NUSHARES ETF TR
+$568.6K
74,392
+26%
增持
VBK
VANGUARD INDEX FDS
+$555.5K
34,482
+0%
增持
USB
US BANCORP DEL
-$551.3K
93,291
+4%
增持
HYMB
SPDR SER TR
+$547.8K
2,539,961
+97%
增持
CASY
CASEYS GEN STORES INC
+$547.5K
4,266
+155%
减持
IWF
ISHARES TR
-$543.4K
115,897
-14%
减持
IVW
ISHARES TR
+$538.0K
189,603
-4%
减持
FLOT
ISHARES TR
-$526.8K
35,387
-23%
减持
AMZN
AMAZON COM INC
+$525.9K
35,860
-5%
减持
QQQ
INVESCO QQQ TR
+$510.6K
10,478
-2%
减持
PEP
PEPSICO INC
-$503.4K
37,206
-8%
减持
META
META PLATFORMS INC
+$483.9K
7,878
-20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$450.6K
474,773
-1%
增持
MMM
3M CO
-$449.3K
38,894
+3%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$440.8K
0
-100%
清仓
RWR
SPDR SER TR
-$438.9K
0
-100%
减持
KO
COCA COLA CO
-$431.6K
111,306
-3%
减持
VTV
VANGUARD INDEX FDS
-$419.7K
66,599
-3%
增持
JNJ
JOHNSON & JOHNSON
-$415.4K
33,904
+6%
增持
EFV
ISHARES TR
+$411.0K
153,808
+0%
增持
VLO
VALERO ENERGY CORP
+$400.9K
14,238
+14%
增持
—
ACCENTURE PLC IRELAND
+$394.1K
4,049
+42%
清仓
VRSK
VERISK ANALYTICS INC
-$392.4K
0
-100%
减持
SQ
BLOCK INC
-$370.0K
3,628
-63%
减持
VDC
VANGUARD WORLD FDS
-$367.5K
2,793
-41%
减持
AMGN
AMGEN INC
-$364.8K
13,654
-2%
增持
JPM
JPMORGAN CHASE & CO
+$354.3K
45,134
+10%
减持
MCD
MCDONALDS CORP
-$351.9K
14,444
-13%
减持
GOOGL
ALPHABET INC
+$329.0K
33,419
-6%
增持
AGG
ISHARES TR
+$326.0K
82,762
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$320.5K
443
+4%
减持
VGT
VANGUARD WORLD FDS
+$314.8K
7,835
-7%
减持
UPS
UNITED PARCEL SERVICE INC
-$313.8K
2,361
-47%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$313.5K
34,046
+0%
减持
NKE
NIKE INC
-$313.1K
6,620
-31%
减持
V
VISA INC
-$307.9K
11,010
-18%
增持
IWS
ISHARES TR
+$307.9K
185,536
+1%
建仓
VOX
VANGUARD WORLD FDS
+$299.7K
3,100
增持
ADM
ARCHER DANIELS MIDLAND CO
-$285.0K
21,644
+0%
建仓
MKC
MCCORMICK & CO INC
+$280.3K
3,368
建仓
GWW
GRAINGER W W INC
+$278.3K
404
减持
AMD
ADVANCED MICRO DEVICES INC
+$272.8K
11,419
-13%
减持
CVS
CVS HEALTH CORP
-$271.8K
12,674
-3%
清仓
KHC
KRAFT HEINZ CO
-$269.4K
0
-100%
清仓
FLO
FLOWERS FOODS INC
-$268.3K
0
-100%
减持
MCK
MCKESSON CORP
-$267.0K
2,060
-23%
增持
UNP
UNION PAC CORP
+$264.8K
6,981
+27%
减持
MA
MASTERCARD INCORPORATED
-$263.4K
2,201
-28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$261.8K
121,662
-4%
减持
DON
WISDOMTREE TR
-$260.0K
193,477
-3%
增持
AMAT
APPLIED MATLS INC
+$259.1K
9,610
+2%
减持
INTU
INTUIT
-$257.5K
1,890
-33%
建仓
FDX
FEDEX CORP
+$245.9K
1,076
增持
WEC
WEC ENERGY GROUP INC
+$240.5K
11,124
+28%
建仓
IXN
ISHARES TR
+$239.9K
4,414
清仓
LDOS
LEIDOS HOLDINGS INC
-$239.9K
0
-100%
清仓
KBE
SPDR SER TR
-$239.9K
0
-100%
减持
ABT
ABBOTT LABS
-$237.0K
26,830
-0%
增持
BAFN
BAYFIRST FINANCIAL CORP
+$234.2K
56,113
+47%
减持
VPU
VANGUARD WORLD FDS
-$233.5K
2,769
-34%
增持
XLK
SELECT SECTOR SPDR TR
+$225.8K
8,386
+0%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$223.7K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$218.8K
0
-100%
建仓
ORI
OLD REP INTL CORP
+$218.3K
8,741
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$217.9K
10,880
-2%
建仓
GM
GENERAL MTRS CO
+$216.6K
5,905
建仓
OTIS
OTIS WORLDWIDE CORP
+$216.0K
2,559
建仓
IJR
ISHARES TR
+$214.1K
2,214
建仓
IP
INTERNATIONAL PAPER CO
+$212.9K
5,903
增持
VTI
VANGUARD INDEX FDS
+$211.5K
10,262
+4%
减持
LOW
LOWES COS INC
-$210.9K
2,853
-27%
建仓
LOVE
LOVESAC COMPANY
+$210.7K
7,290
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$209.4K
705
-56%
建仓
IBTG
ISHARES TR
+$208.1K
9,017
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$208.0K
8,033
清仓
DG
DOLLAR GEN CORP NEW
-$205.6K
0
-100%
建仓
EXC
EXELON CORP
+$205.4K
4,904
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$204.8K
12,856
减持
COST
COSTCO WHSL CORP NEW
+$204.3K
5,983
-1%
增持
GOOG
ALPHABET INC
+$204.2K
13,334
+0%
增持
—
EXXON MOBIL CORP
+$203.5K
59,228
+4%
建仓
MOS
MOSAIC CO NEW
+$202.7K
4,417
减持
VYM
VANGUARD WHITEHALL FDS
-$198.3K
70,515
-0%
减持
PYPL
PAYPAL HLDGS INC
-$196.1K
3,712
-45%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$188.7K
11,934
-2%
增持
—
LAM RESEARCH CORP
+$184.9K
1,185
+12%
减持
MDYG
SPDR SER TR
+$184.2K
82,257
-1%
增持
VIS
VANGUARD WORLD FDS
+$184.0K
4,486
+22%
增持
DE
DEERE & CO
+$182.3K
9,815
+9%
减持
NULV
NUSHARES ETF TR
-$179.4K
110,206
-4%
减持
TGT
TARGET CORP
+$176.2K
13,381
-2%
增持
SNPS
SYNOPSYS INC
+$172.1K
1,488
+18%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$171.1K
36,442
-12%
增持
NUBD
NUSHARES ETF TR
+$170.5K
59,844
+12%
减持
NFLX
NETFLIX INC
-$167.7K
3,323
-26%
增持
ESGV
VANGUARD WORLD FD
+$167.5K
6,144
+48%
减持
VHT
VANGUARD WORLD FDS
-$165.5K
7,533
-5%
减持
EEM
ISHARES TR
+$160.7K
111,594
-0%
减持
SBUX
STARBUCKS CORP
-$159.4K
14,051
-14%
减持
DIS
DISNEY WALT CO
+$158.5K
13,199
-1%
减持
FAST
FASTENAL CO
+$155.1K
43,380
-6%
减持
VOO
VANGUARD INDEX FDS
-$153.8K
1,818
-24%
减持
CSCO
CISCO SYS INC
+$150.4K
66,193
-5%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
+$150.0K
283,188
-2%
增持
PRU
PRUDENTIAL FINL INC
+$147.1K
21,064
+31%
