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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 49
减持 68
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SUB
ISHARES TR
-$37.8M
182,589
-66%
减持
SCHG
SCHWAB STRATEGIC TR
+$28.3M
5,272,310
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.7M
2,704,951
+9%
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。
增持
AAPL
APPLE INC
+$8.2M
175,536
+12%
增持
MUB
ISHARES TR
+$8.0M
271,813
+39%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.9M
231,699
+16%
增持
IWN
ISHARES TR
+$6.5M
549,978
+6%
减持
HYMB
SPDR SER TR
-$6.4M
2,285,381
-10%
减持
SCHV
SCHWAB STRATEGIC TR
+$3.9M
4,247,312
-1%
增持
IDOG
ALPS ETF TR
+$3.6M
957,259
+14%
增持
MSFT
MICROSOFT CORP
+$3.3M
51,065
+5%
减持
IWF
ISHARES TR
+$3.1M
114,143
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.9M
3,622,157
+2%
增持
IWO
ISHARES TR
+$2.7M
129,716
+2%
增持
IWP
ISHARES TR
+$2.5M
239,505
+5%
减持
BSV
VANGUARD BD INDEX FDS
-$2.4M
4,519
-87%
增持
IEMG
ISHARES INC
+$2.1M
575,163
+7%
增持
AVGO
BROADCOM INC
+$2.0M
8,689
+0%
增持
SPYV
SPDR SER TR
+$1.9M
633,816
+1%
增持
IWS
ISHARES TR
+$1.9M
196,666
+6%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.5M
931,977
-3%
减持
HYD
VANECK ETF TRUST
-$1.5M
385,215
-6%
增持
—
HEARTLAND FINL USA INC
-$1.4M
137,719
+0%
减持
NVDA
NVIDIA CORPORATION
+$1.4M
10,723
-5%
减持
VTV
VANGUARD INDEX FDS
-$1.4M
54,877
-18%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.4M
133,573
+14%
减持
ACEL
ACCEL ENTERTAINMENT INC
+$1.3M
1,730,627
-7%
减持
FLRN
SPDR SER TR
-$1.3M
2,405,136
-3%
增持
NUDM
NUSHARES ETF TR
+$1.3M
115,659
+55%
减持
IVW
ISHARES TR
+$1.2M
189,105
-0%
减持
SLYV
SPDR SER TR
-$1.1M
292,986
-6%
减持
TSLA
TESLA INC
+$1.0M
20,255
-2%
增持
VOE
VANGUARD INDEX FDS
+$1.0M
87,312
+6%
增持
AMZN
AMAZON COM INC
+$1.0M
36,194
+1%
减持
AGG
ISHARES TR
-$927.7K
74,719
-10%
增持
JPM
JPMORGAN CHASE & CO
+$852.2K
46,298
+3%
增持
DON
WISDOMTREE TR
+$834.4K
208,398
+8%
增持
ABBV
ABBVIE INC
-$815.9K
34,382
+1%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$765.6K
539,771
-2%
减持
VXUS
VANGUARD STAR FDS
-$719.3K
562,104
-4%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$694.8K
272,896
-4%
减持
VUG
VANGUARD INDEX FDS
-$676.4K
2,546
-55%
减持
EEM
ISHARES TR
-$656.4K
94,720
-15%
增持
QQQ
INVESCO QQQ TR
+$632.2K
10,814
+3%
减持
TGT
TARGET CORP
-$564.9K
12,520
-6%
减持
META
META PLATFORMS INC
+$546.4K
7,722
-2%
减持
KDP
KEURIG DR PEPPER INC
-$543.5K
14,283
-49%
减持
MRK
MERCK & CO INC
+$517.4K
61,313
-1%
减持
GOOGL
ALPHABET INC
+$495.4K
33,099
-1%
减持
MUNI
PIMCO ETF TR
-$465.0K
331,436
-2%
减持
SHM
SPDR SER TR
-$448.3K
27,587
-25%
增持
PFE
PFIZER INC
-$445.5K
130,795
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$429.5K
12,360
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$427.8K
460,990
-3%
建仓
EMXC
ISHARES INC
+$421.0K
8,098
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$412.0K
15,177
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$405.0K
17,045
-2%
减持
ISTB
ISHARES TR
-$389.6K
5,880
-58%
清仓
ENB
ENBRIDGE INC
-$377.3K
0
-100%
增持
ORCL
ORACLE CORP
+$365.2K
13,537
+1%
增持
LLY
LILLY ELI & CO
+$352.2K
2,622
+3%
减持
VOT
VANGUARD INDEX FDS
+$349.9K
38,161
-1%
建仓
KNF
KNIFE RIVER CORP
+$347.8K
7,995
减持
MDU
MDU RES GROUP INC
-$326.6K
32,010
-2%
减持
JNJ
JOHNSON & JOHNSON
+$326.2K
33,719
-1%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$318.1K
28,238
-23%
清仓
MRNA
MODERNA INC
-$313.3K
0
-100%
减持
VBK
VANGUARD INDEX FDS
+$306.6K
33,816
-2%
减持
SUSB
ISHARES TR
-$306.4K
35,614
-26%
减持
NFLX
NETFLIX INC
+$300.7K
3,289
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$295.5K
3,279
-3%
减持
VGT
VANGUARD WORLD FDS
+$291.6K
7,490
-4%
减持
WEC
WEC ENERGY GROUP INC
-$287.2K
8,694
-22%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$285.1K
0
-100%
减持
C
CITIGROUP INC
-$275.5K
13,498
-29%
增持
MMM
3M CO
+$265.5K
43,497
+12%
增持
VLO
VALERO ENERGY CORP
-$264.8K
14,688
+3%
建仓
CAH
CARDINAL HEALTH INC
+$258.6K
2,734
建仓
—
KELLOGG CO
+$256.9K
3,812
清仓
MPC
MARATHON PETE CORP
-$252.7K
0
-100%
清仓
SQ
BLOCK INC
-$249.1K
0
-100%
增持
AMGN
AMGEN INC
-$248.6K
13,748
+1%
建仓
DAL
DELTA AIR LINES INC DEL
+$247.7K
5,211
减持
—
CARNIVAL CORP
+$246.8K
29,810
-4%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$240.5K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$239.6K
8,662
+3%
建仓
TEX
TEREX CORP NEW
+$235.5K
3,936
清仓
ESGE
ISHARES INC
-$233.6K
0
-100%
建仓
AVT
AVNET INC
+$233.5K
4,629
清仓
DDD
3-D SYS CORP DEL
-$229.9K
0
-100%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$227.9K
2,416
增持
IDV
ISHARES TR
-$225.1K
235,028
+1%
减持
GOOG
ALPHABET INC
+$224.8K
13,322
-0%
减持
KO
COCA COLA CO
-$223.1K
110,947
-0%
清仓
XEL
XCEL ENERGY INC
-$222.6K
0
-100%
减持
VIS
VANGUARD WORLD FDS
-$217.7K
3,099
-31%
清仓
GM
GENERAL MTRS CO
-$216.6K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$214.4K
22,380
-3%
增持
NUBD
NUSHARES ETF TR
+$214.2K
70,579
+18%
清仓
IJR
ISHARES TR
-$214.1K
0
-100%
增持
IWM
ISHARES TR
+$213.6K
11,485
+6%
清仓
IP
INTERNATIONAL PAPER CO
-$212.9K
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$212.3K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$212.0K
1,417
清仓
LOVE
LOVESAC COMPANY
-$210.7K
0
-100%
建仓
ESS
ESSEX PPTY TR INC
+$209.5K
894
增持
VTI
VANGUARD INDEX FDS
+$208.0K
10,453
+2%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$207.7K
3,791
清仓
EXC
EXELON CORP
-$205.4K
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$204.5K
1,547
减持
HD
HOME DEPOT INC
+$204.2K
14,589
-1%
增持
NEM
NEWMONT CORP
-$204.0K
36,586
+2%
清仓
MOS
MOSAIC CO NEW
-$202.7K
0
-100%
建仓
ECL
ECOLAB INC
+$200.3K
1,073
增持
SCHZ
SCHWAB STRATEGIC TR
+$193.2K
3,209,762
+2%
减持
DIS
DISNEY WALT CO
-$192.6K
12,645
-4%
减持
CVX
CHEVRON CORP NEW
-$192.3K
31,219
-0%
减持
COST
COSTCO WHSL CORP NEW
+$187.8K
5,870
-2%
增持
USB
US BANCORP DEL
-$185.8K
96,167
+3%
减持
GLD
SPDR GOLD TR
-$182.9K
4,559
-16%
减持
MCD
MCDONALDS CORP
+$179.7K
14,136
-2%
增持
PRU
PRUDENTIAL FINL INC
+$176.0K
21,750
+3%
增持
EFA
ISHARES TR
+$175.6K
20,710
+12%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$174.2K
10,909
建仓
MTG
MGIC INVT CORP WIS
+$170.7K
10,809
增持
ROK
ROCKWELL AUTOMATION INC
+$168.7K
4,596
+0%
清仓
WBD
WARNER BROS DISCOVERY INC
-$167.4K
0
-100%
减持
HYG
ISHARES TR
-$165.6K
11,520
-16%
减持
AMD
ADVANCED MICRO DEVICES INC
+$164.5K
11,269
-1%
增持
—
ACCENTURE PLC IRELAND
+$156.7K
4,258
+5%
减持
ABT
ABBOTT LABS
+$156.0K
26,352
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$154.9K
43,735
+1%
减持
BA
BOEING CO
-$149.9K
7,836
-8%
增持
VBR
VANGUARD INDEX FDS
+$148.7K
22,111
+0%
增持
T
AT&T INC
-$138.2K
47,930
+2%
增持
—
EATON CORP PLC
+$136.0K
4,357
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$135.6K
8,545
-13%
增持
XLY
SELECT SECTOR SPDR TR
+$134.6K
6,168
+1%
减持
IWD
ISHARES TR
+$134.3K
34,465
-1%
减持
VHT
VANGUARD WORLD FDS
-$134.2K
6,789
-10%
减持
NOW
SERVICENOW INC
+$130.6K
1,443
-1%
减持
—
LAM RESEARCH CORP
+$130.0K
1,179
-1%
减持
DHS
WISDOMTREE TR
-$126.2K
39,279
-1%
减持
SLYG
SPDR SER TR
+$125.7K
89,576
-2%
清仓
VLY
VALLEY NATL BANCORP
-$125.6K
0
-100%
减持
IVE
ISHARES TR
+$123.3K
13,139
-0%
减持
NUEM
NUSHARES ETF TR
-$121.9K
30,906
-14%
减持
V
VISA INC
+$121.6K
10,965
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$121.6K
45,401
+4%
增持
CASY
CASEYS GEN STORES INC
+$121.1K
4,283
+0%
