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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 16
增持 43
减持 68
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
FLRN
SPDR SER TR
-$68.3M
180,493
-92%
减持
SCHG
SCHWAB STRATEGIC TR
-$21.9M
5,132,324
-3%
增持
HYMB
SPDR SER TR
+$14.8M
3,021,719
+32%
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。
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.5M
232,651
增持
SCHV
SCHWAB STRATEGIC TR
-$9.0M
4,281,644
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$5.5M
3,638,980
+0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$4.0M
478,265
-11%
增持
AAPL
APPLE INC
-$3.8M
176,570
+1%
增持
FAST
FASTENAL CO
+$3.4M
106,837
+157%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
223,530
-4%
减持
FMB
FIRST TR EXCH TRADED FD III
-$2.9M
907,606
-3%
增持
SCHZ
SCHWAB STRATEGIC TR
-$2.7M
3,288,681
+2%
减持
MSFT
MICROSOFT CORP
-$2.6M
46,764
-8%
增持
MUB
ISHARES TR
+$2.6M
308,334
+13%
增持
IWO
ISHARES TR
-$2.0M
131,380
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.9M
2,896,684
+7%
建仓
WK
WORKIVA INC
+$1.8M
17,746
减持
SPYV
SPDR SER TR
-$1.7M
621,702
-2%
建仓
RWR
SPDR SER TR
+$1.7M
20,813
减持
VXUS
VANGUARD STAR FDS
-$1.7M
557,847
-1%
增持
IWN
ISHARES TR
-$1.7M
559,021
+2%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
28,285
-26%
减持
AGG
ISHARES TR
-$1.4M
62,711
-16%
减持
SUB
ISHARES TR
-$1.4M
171,395
-6%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$1.4M
1,081,268
+17%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
11,382
+362%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.3M
32,322
-26%
减持
IWF
ISHARES TR
-$1.2M
113,441
-1%
增持
SLYV
SPDR SER TR
-$1.1M
297,451
+2%
增持
CVX
CHEVRON CORP NEW
+$1.1M
35,426
+13%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
48,887
-11%
减持
FLOT
ISHARES TR
-$1.0M
14,508
-59%
减持
DHR
DANAHER CORPORATION
-$1.0M
4,008
-52%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.0M
452,269
-2%
增持
HD
HOME DEPOT INC
+$945.0K
18,126
+24%
减持
MRK
MERCK & CO INC
-$926.3K
59,725
-3%
减持
HYD
VANECK ETF TRUST
-$920.0K
384,287
-0%
减持
PRU
PRUDENTIAL FINL INC
-$912.3K
10,607
-51%
增持
—
EXXON MOBIL CORP
+$899.9K
61,868
+4%
减持
VOE
VANGUARD INDEX FDS
-$868.0K
85,631
-2%
减持
MMM
3M CO
-$857.6K
37,343
-14%
增持
LLY
ELI LILLY & CO
+$856.0K
3,883
+48%
减持
PEP
PEPSICO INC
-$829.9K
35,048
-4%
减持
ABT
ABBOTT LABS
-$817.8K
21,219
-19%
增持
F
FORD MTR CO DEL
+$803.3K
116,987
+172%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$768.2K
16,967
+12%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$763.7K
30,487
-33%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$734.6K
11,289
-9%
清仓
SPGI
S&P GLOBAL INC
-$692.7K
0
-100%
增持
IWP
ISHARES TR
-$681.0K
245,893
+3%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$680.2K
264,603
-3%
减持
NUDM
NUSHARES ETF TR
-$662.7K
98,345
-15%
减持
AVGO
BROADCOM INC
-$638.6K
8,305
-4%
增持
IEMG
ISHARES INC
+$613.4K
608,598
+6%
减持
VGT
VANGUARD WORLD FDS
-$611.5K
6,508
-13%
减持
MDYG
SPDR SER TR
-$608.0K
73,564
-7%
减持
—
EATON CORP PLC
-$603.6K
1,278
-71%
减持
MCD
MCDONALDS CORP
-$602.9K
13,724
-3%
增持
BAC
BANK AMERICA CORP
+$594.8K
105,465
+32%
增持
IDOG
ALPS ETF TR
+$573.8K
1,005,474
+5%
增持
LNT
ALLIANT ENERGY CORP
+$556.6K
31,261
+71%
减持
VHT
VANGUARD WORLD FDS
-$550.5K
4,728
-30%
清仓
FISV
FISERV INC
-$535.1K
0
-100%
减持
NULV
NUSHARES ETF TR
-$530.1K
95,411
-11%
减持
—
HEARTLAND FINL USA INC
-$523.7K
112,623
-18%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$521.2K
17,729
减持
AMGN
AMGEN INC
+$502.6K
13,227
-4%
清仓
SPYG
SPDR SER TR
-$495.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$488.2K
18,817
+10%
减持
NEE
NEXTERA ENERGY INC
-$482.3K
25,387
-3%
增持
TXN
TEXAS INSTRS INC
-$468.3K
28,759
+3%
增持
DE
DEERE & CO
+$445.6K
12,186
+19%
减持
CVS
CVS HEALTH CORP
-$442.6K
8,192
-44%
增持
KO
COCA COLA CO
-$415.7K
111,924
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$413.2K
129,843
+4%
减持
IVW
ISHARES TR
-$409.7K
188,811
-0%
建仓
ISRG
INTUITIVE SURGICAL INC
+$398.7K
1,364
增持
VLO
VALERO ENERGY CORP
+$392.6K
14,929
+2%
减持
ABBV
ABBVIE INC
+$390.5K
33,697
-2%
增持
COP
CONOCOPHILLIPS
+$381.7K
8,282
+41%
减持
C
CITIGROUP INC
-$374.7K
5,999
-56%
减持
NULG
NUSHARES ETF TR
-$361.3K
15,590
-25%
减持
USB
US BANCORP DEL
-$358.2K
85,273
-11%
减持
BKH
BLACK HILLS CORP
-$358.0K
30,860
-3%
清仓
OXY
OCCIDENTAL PETE CORP
-$349.2K
0
-100%
减持
CTAS
CINTAS CORP
-$347.4K
474
-59%
增持
EFV
ISHARES TR
+$347.1K
161,631
+5%
清仓
BSV
VANGUARD BD INDEX FDS
-$341.5K
0
-100%
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$340.8K
14,504
减持
SUSB
ISHARES TR
-$339.5K
21,542
-40%
减持
TSLA
TESLA INC
-$337.3K
19,842
-2%
增持
CASY
CASEYS GEN STORES INC
+$335.6K
5,083
+19%
增持
SLYG
SPDR SER TR
-$322.3K
89,688
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$316.3K
19,493
+136%
增持
CWI
SPDR INDEX SHS FDS
-$313.9K
1,578,763
+4%
减持
DHS
WISDOMTREE TR
-$302.6K
36,163
-8%
减持
RTX
RTX CORPORATION
-$301.8K
9,321
-6%
减持
CSCO
CISCO SYS INC
-$299.5K
58,929
-12%
减持
ACEL
ACCEL ENTERTAINMENT INC
+$291.7K
1,695,627
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$289.1K
5,717
+6%
清仓
—
CHUBB LIMITED
-$287.9K
0
-100%
清仓
CADE
CADENCE BANK
-$283.8K
0
-100%
增持
VBK
VANGUARD INDEX FDS
-$281.4K
34,959
+3%
减持
ZTS
ZOETIS INC
-$272.6K
2,163
-43%
减持
—
TRANE TECHNOLOGIES PLC
-$269.0K
3,145
-34%
减持
BA
BOEING CO
-$268.6K
7,231
-8%
减持
GOOGL
ALPHABET INC
-$268.0K
28,228
-15%
减持
MO
ALTRIA GROUP INC
-$265.4K
71,935
-1%
清仓
IR
INGERSOLL RAND INC
-$264.5K
0
-100%
减持
—
BLACKROCK INC
-$264.0K
4,741
-2%
增持
JNJ
JOHNSON & JOHNSON
-$260.3K
34,163
+1%
建仓
COWZ
PACER FDS TR
+$257.6K
5,212
清仓
—
KELLOGG CO
-$256.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$252.2K
9,849
-8%
清仓
—
JOHNSON CTLS INTL PLC
-$250.1K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$247.7K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$246.4K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$245.5K
1,744
-32%
减持
VYM
VANGUARD WHITEHALL FDS
-$242.6K
69,681
-1%
清仓
PYPL
PAYPAL HLDGS INC
-$241.5K
0
-100%
建仓
TRP
TC ENERGY CORP
+$241.2K
7,010
建仓
OKE
ONEOK INC NEW
+$239.6K
3,777
清仓
OTIS
OTIS WORLDWIDE CORP
-$235.6K
0
-100%
减持
NFLX
NETFLIX INC
-$232.5K
3,221
-2%
减持
EEM
ISHARES TR
-$230.6K
92,661
-2%
建仓
IP
INTERNATIONAL PAPER CO
+$230.5K
6,497
减持
EOG
EOG RES INC
+$230.0K
20,271
-1%
建仓
XLE
SELECT SECTOR SPDR TR
+$229.6K
2,540
清仓
EW
EDWARDS LIFESCIENCES CORP
-$227.9K
0
-100%
增持
PSX
PHILLIPS 66
+$223.7K
4,172
+43%
减持
IWM
ISHARES TR
-$221.9K
10,914
-5%
清仓
CCI
CROWN CASTLE INC
-$221.5K
0
-100%
建仓
—
PIONEER NAT RES CO
+$221.3K
964
清仓
GSK
GSK PLC
-$220.0K
0
-100%
减持
NUBD
NUSHARES ETF TR
-$218.5K
63,184
-10%
减持
EFA
ISHARES TR
-$217.8K
18,626
-10%
清仓
IEFA
ISHARES TR
-$217.0K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$215.5K
2,980
增持
TGT
TARGET CORP
-$214.6K
12,994
+4%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$214.5K
14,000
清仓
XLV
SELECT SECTOR SPDR TR
-$214.4K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$212.0K
0
-100%
清仓
ESS
ESSEX PPTY TR INC
-$209.5K
0
-100%
建仓
TBF
PROSHARES TR
+$209.4K
8,325
清仓
IBTG
ISHARES TR
-$208.7K
0
-100%
减持
VAW
VANGUARD WORLD FDS
-$208.3K
1,751
-38%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$207.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$207.7K
5,962
+2%
建仓
NVO
NOVO-NORDISK A S
+$207.2K
2,278
增持
CAT
CATERPILLAR INC
+$206.6K
6,818
+1%
