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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 25
增持 50
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
+$35.9M
4,931,667
-4%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$27.1M
1,116,245
+7596%
增持
CWI
SPDR INDEX SHS FDS
+$21.0M
2,229,058
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。
+41%
减持
SCHV
SCHWAB STRATEGIC TR
+$16.3M
4,170,351
-3%
增持
IWN
ISHARES TR
+$15.6M
588,004
+5%
减持
SCHD
SCHWAB STRATEGIC TR
+$14.0M
3,565,729
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$12.4M
165,030
+5438%
增持
FMB
FIRST TR EXCH TRADED FD III
+$8.8M
1,028,945
+13%
增持
HYD
VANECK ETF TRUST
+$8.4M
527,524
+37%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.0M
250,581
+12%
增持
AGG
ISHARES TR
+$7.9M
139,478
+122%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$7.8M
354,626
-67%
减持
SUB
ISHARES TR
-$6.9M
101,796
-41%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$6.5M
582,260
+22%
增持
SPYV
SPDR SER TR
+$6.5M
689,818
+11%
增持
IWP
ISHARES TR
+$6.0M
272,347
+11%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.8M
2,995,096
-9%
减持
MUB
ISHARES TR
-$5.0M
245,924
-20%
增持
MUNI
PIMCO ETF TR
+$5.0M
415,728
+22%
增持
VXUS
VANGUARD STAR FDS
+$4.3M
589,203
+6%
增持
MSFT
MICROSOFT CORP
+$4.2M
50,410
+8%
减持
IWO
ISHARES TR
+$3.3M
129,712
-1%
增持
JPM
JPMORGAN CHASE & CO
+$3.1M
58,073
+24%
建仓
XYLD
GLOBAL X FDS
+$3.0M
75,008
减持
AAPL
APPLE INC
+$2.7M
171,034
-3%
增持
EFV
ISHARES TR
+$2.7M
203,312
+26%
减持
IWF
ISHARES TR
+$2.6M
107,976
-5%
增持
IWS
ISHARES TR
+$2.5M
205,711
+0%
减持
SLYV
SPDR SER TR
-$2.5M
228,621
-23%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.5M
2,594,955
-10%
增持
VBK
VANGUARD INDEX FDS
+$2.3M
40,316
+15%
减持
—
HEARTLAND FINL USA INC
-$2.2M
30,779
-73%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.7M
31,352
+363%
减持
AVGO
BROADCOM INC
+$1.6M
7,584
-9%
减持
RWR
SPDR SER TR
-$1.5M
2,150
-90%
增持
LLY
ELI LILLY & CO
+$1.5M
6,087
+57%
减持
ACEL
ACCEL ENTERTAINMENT INC
-$1.5M
1,665,626
-2%
减持
FLRN
SPDR SER TR
-$1.4M
135,638
-25%
增持
VOE
VANGUARD INDEX FDS
+$1.4M
86,905
+1%
清仓
—
ISHARES TR
-$1.4M
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
+$1.3M
6,837
+385%
减持
IEMG
ISHARES INC
+$1.3M
598,027
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
461,485
+2%
减持
HYMB
SPDR SER TR
+$1.2M
2,893,653
-4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.2M
204,372
-12%
减持
TSLA
TESLA INC
-$1.2M
15,083
-24%
清仓
—
ISHARES TR
-$1.1M
0
-100%
减持
FAST
FASTENAL CO
+$1.1M
106,835
-0%
增持
QQQ
INVESCO QQQ TR
+$1.0M
12,752
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
10,695
+9%
减持
DON
WISDOMTREE TR
+$1.0M
216,389
-0%
增持
BND
VANGUARD BD INDEX FDS
+$987.0K
17,848
+282%
增持
VBR
VANGUARD INDEX FDS
+$940.4K
25,350
+12%
增持
AMZN
AMAZON COM INC
+$939.9K
36,864
+1%
减持
IVW
ISHARES TR
+$939.6K
184,528
-2%
减持
SLYG
SPDR SER TR
+$886.4K
89,177
-1%
减持
PFE
PFIZER INC
-$798.4K
141,968
-4%
减持
HD
HOME DEPOT INC
+$781.0K
18,058
-0%
减持
USB
US BANCORP DEL
+$744.2K
82,332
-3%
清仓
—
ISHARES TR
-$668.9K
0
-100%
增持
EEM
ISHARES TR
+$651.3K
103,650
+12%
减持
—
BLACKROCK INC
+$617.6K
4,536
-4%
增持
VOO
VANGUARD INDEX FDS
+$611.1K
3,580
+48%
减持
VZ
VERIZON COMMUNICATIONS INC
+$574.2K
126,854
-2%
增持
V
VISA INC
+$563.2K
12,112
+8%
减持
SPY
SPDR S&P 500 ETF TR
+$498.1K
17,972
-4%
增持
MCD
MCDONALDS CORP
+$496.9K
13,869
+1%
减持
XLY
SELECT SECTOR SPDR TR
-$494.9K
2,753
-55%
增持
CMF
ISHARES TR
+$493.0K
12,196
+213%
增持
META
META PLATFORMS INC
+$489.8K
7,630
+4%
减持
VYM
VANGUARD WHITEHALL FDS
+$489.4K
68,878
-1%
减持
EMR
EMERSON ELEC CO
-$485.4K
7,792
-40%
减持
PG
PROCTER AND GAMBLE CO
-$482.6K
24,861
-12%
清仓
RMBS
RAMBUS INC DEL
-$479.8K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$468.4K
11,187
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$462.6K
30,556
-5%
增持
INTC
INTEL CORP
+$452.4K
27,598
+5%
减持
BA
BOEING CO
+$448.2K
7,036
-3%
减持
MMM
3M CO
+$441.0K
36,014
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$427.2K
11,571
+2%
清仓
—
ISHARES TR
-$424.7K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$416.0K
1,788
减持
NEE
NEXTERA ENERGY INC
-$407.8K
17,231
-32%
增持
AXP
AMERICAN EXPRESS CO
+$403.2K
3,880
+79%
减持
MDYG
SPDR SER TR
+$399.4K
72,494
-1%
减持
COST
COSTCO WHSL CORP NEW
+$394.3K
5,700
-4%
建仓
PANW
PALO ALTO NETWORKS INC
+$394.3K
1,337
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$379.7K
26,746
+118%
增持
EFA
ISHARES TR
+$377.6K
22,048
+18%
建仓
—
TOTALENERGIES SE
+$374.0K
5,550
增持
MDYV
SPDR SER TR
+$369.4K
38,937
+2%
增持
NOW
SERVICENOW INC
+$365.3K
1,567
+18%
减持
—
ISHARES TR
-$353.2K
11,026
-56%
清仓
VPU
VANGUARD WORLD FDS
-$353.2K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$352.3K
7,776
建仓
SHOP
SHOPIFY INC
+$342.2K
4,393
增持
WM
WASTE MGMT INC DEL
+$340.9K
5,420
+31%
减持
TGT
TARGET CORP
+$339.0K
12,469
-4%
减持
VGT
VANGUARD WORLD FDS
+$338.6K
6,279
-4%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$335.1K
33,278
+28%
建仓
SMH
VANECK ETF TRUST
+$303.2K
1,734
增持
GOOGL
ALPHABET INC
+$298.7K
28,582
+1%
建仓
VB
VANGUARD INDEX FDS
+$287.6K
1,348
减持
IDOG
ALPS ETF TR
+$282.5K
926,529
-8%
减持
KO
COCA COLA CO
+$282.0K
111,107
-1%
增持
ABT
ABBOTT LABS
+$281.2K
21,225
+0%
减持
IXUS
ISHARES TR
-$261.4K
39,579
-16%
减持
DE
DEERE & CO
+$259.9K
12,150
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$259.1K
59,987
+3%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$258.4K
113
减持
WFC
WELLS FARGO CO NEW
-$257.8K
12,870
-41%
减持
EOG
EOG RES INC
-$257.5K
19,115
-6%
减持
IWD
ISHARES TR
+$256.3K
33,987
-4%
减持
MO
ALTRIA GROUP INC
-$252.4K
68,727
-4%
建仓
OTIS
OTIS WORLDWIDE CORP
+$251.3K
2,809
减持
CSCO
CISCO SYS INC
-$251.1K
57,737
-2%
减持
IJK
ISHARES TR
+$249.8K
36,113
-0%
减持
VLO
VALERO ENERGY CORP
-$248.8K
14,359
-4%
减持
NFLX
NETFLIX INC
+$245.9K
3,003
-7%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$243.6K
1,459
建仓
IJR
ISHARES TR
+$240.0K
2,217
减持
LMT
LOCKHEED MARTIN CORP
+$239.7K
7,618
-3%
清仓
HRL
HORMEL FOODS CORP
-$238.7K
0
-100%
建仓
AGM
FEDERAL AGRIC MTG CORP
+$236.7K
1,238
增持
CVX
CHEVRON CORP NEW
-$234.2K
38,478
+9%
建仓
CADE
CADENCE BANK
+$234.1K
7,913
建仓
ESS
ESSEX PPTY TR INC
+$234.1K
944
减持
VTI
VANGUARD INDEX FDS
+$232.7K
10,327
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$229.8K
4,967
-3%
建仓
KEY
KEYCORP
+$229.7K
15,949
清仓
XLE
SELECT SECTOR SPDR TR
-$229.6K
0
-100%
清仓
CTAS
CINTAS CORP
-$228.0K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$226.0K
3,791
建仓
—
H & E EQUIPMENT SERVICES INC
+$223.6K
4,274
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$222.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$221.5K
8,733
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$220.7K
2,586
建仓
—
HCW BIOLOGICS INC
+$219.9K
179,541
增持
IVV
ISHARES TR
+$214.6K
2,438
+10%
减持
NULV
NUSHARES ETF TR
+$210.1K
95,097
-0%
清仓
TBF
PROSHARES TR
-$209.4K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$207.8K
32,164
+6%
建仓
XLI
SELECT SECTOR SPDR TR
+$207.5K
1,820
建仓
DAL
DELTA AIR LINES INC DEL
+$207.1K
5,147
建仓
XLV
SELECT SECTOR SPDR TR
+$205.4K
1,506
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$205.2K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$203.9K
2,636
增持
ROK
ROCKWELL AUTOMATION INC
+$203.7K
4,879
+6%
减持
CASY
CASEYS GEN STORES INC
-$203.4K
4,283
-16%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$202.2K
2,855
