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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 33
增持 84
减持 32
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
AVUV
AMERICAN CENTY ETF TR
+$82.4M
878,859
减持
IWN
ISHARES TR
-$77.5M
87,026
-85%
减持
SCHG
SCHWAB STRATEGIC TR
+$35.4M
4,794,139
-3%
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
SCHZ
SCHWAB STRATEGIC TR
+$25.7M
3,594,821
+20%
减持
IWO
ISHARES TR
-$25.5M
26,687
-79%
增持
SLYG
SPDR SER TR
+$23.5M
354,822
+298%
减持
SCHV
SCHWAB STRATEGIC TR
+$19.0M
4,097,514
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$18.6M
3,598,014
+1%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$18.6M
582,527
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$14.9M
606,672
增持
SCHF
SCHWAB STRATEGIC TR
+$13.7M
2,809,739
+8%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$8.0M
104,519
增持
IDOG
ALPS ETF TR
+$7.8M
1,194,798
+29%
增持
VTEB
VANGUARD MUN BD FDS
+$7.6M
210,634
+251%
增持
ABBV
ABBVIE INC
+$7.2M
68,008
+105%
增持
MUB
ISHARES TR
+$7.1M
313,386
+27%
增持
MRK
MERCK & CO INC
+$6.6M
98,350
+69%
增持
VLO
VALERO ENERGY CORP
+$6.4M
48,374
+237%
增持
AVGO
BROADCOM INC
+$6.2M
11,077
+46%
增持
PG
PROCTER AND GAMBLE CO
+$6.1M
59,951
+141%
增持
JPM
JPMORGAN CHASE & CO
+$6.0M
79,397
+37%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.8M
56,724
+86%
增持
IEMG
ISHARES INC
+$5.8M
698,989
+17%
增持
HD
HOME DEPOT INC
+$5.8M
31,332
+74%
增持
COST
COSTCO WHSL CORP NEW
+$5.7M
12,954
+127%
增持
KO
COCA COLA CO
+$5.7M
200,081
+80%
增持
MSFT
MICROSOFT CORP
+$5.4M
57,997
+15%
增持
CSCO
CISCO SYS INC
+$5.3M
164,585
+185%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.3M
285,572
+40%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.1M
236,596
+87%
增持
—
ISHARES TR
+$5.1M
272,799
+360%
增持
TXN
TEXAS INSTRS INC
+$5.1M
54,945
+109%
增持
CVX
CHEVRON CORP NEW
+$5.0M
67,998
+77%
增持
PFE
PFIZER INC
+$5.0M
326,267
+130%
增持
VIGI
VANGUARD WHITEHALL FDS
+$4.9M
187,438
+43%
增持
PEP
PEPSICO INC
+$4.8M
61,487
+76%
减持
NVDA
NVIDIA CORPORATION
+$4.2M
10,487
-2%
增持
COWZ
PACER FDS TR
+$4.0M
74,030
+1235%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$4.0M
133,307
增持
UPS
UNITED PARCEL SERVICE INC
+$4.0M
39,663
+227%
减持
CWI
SPDR INDEX SHS FDS
-$3.9M
1,983,486
-11%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$3.9M
50,112
增持
—
EXXON MOBIL CORP
+$3.8M
94,045
+32%
减持
FMB
FIRST TR EXCH TRADED FD III
-$3.8M
961,628
-7%
增持
IBDR
ISHARES TR
+$3.7M
175,177
+820%
增持
QCOM
QUALCOMM INC
+$3.6M
25,704
+403%
建仓
IBDT
ISHARES TR
+$3.6M
143,343
建仓
IBTM
ISHARES TR
+$3.6M
157,030
建仓
USRT
ISHARES TR
+$3.5M
64,781
建仓
IBTO
ISHARES TR
+$3.5M
142,054
减持
IWD
ISHARES TR
-$3.4M
12,127
-64%
增持
COP
CONOCOPHILLIPS
+$3.3M
33,993
+302%
增持
MO
ALTRIA GROUP INC
+$3.3M
138,264
+101%
增持
BAC
BANK AMERICA CORP
+$3.2M
163,867
+80%
增持
JNJ
JOHNSON & JOHNSON
+$3.1M
54,500
+56%
增持
DON
WISDOMTREE TR
+$3.1M
266,921
+23%
增持
LMT
LOCKHEED MARTIN CORP
+$3.1M
14,396
+89%
增持
AMGN
AMGEN INC
+$3.1M
23,868
+86%
增持
—
BLACKROCK INC
+$3.0M
8,051
+77%
增持
EOG
EOG RES INC
+$3.0M
41,315
+116%
建仓
SPYM
SPDR SER TR
+$2.8M
45,770
增持
ADM
ARCHER DANIELS MIDLAND CO
+$2.7M
68,700
+215%
增持
FAST
FASTENAL CO
+$2.7M
124,413
+16%
增持
IWS
ISHARES TR
+$2.7M
212,038
+3%
增持
IWP
ISHARES TR
+$2.6M
272,410
+0%
建仓
—
ISHARES TR
+$2.6M
112,143
建仓
CALF
PACER FDS TR
+$2.6M
53,042
增持
USB
US BANCORP DEL
+$2.5M
136,355
+66%
增持
DE
DEERE & CO
+$2.5M
17,922
+48%
增持
PSX
PHILLIPS 66
+$2.5M
18,985
+315%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.4M
19,531
+86%
增持
SO
SOUTHERN CO
+$2.3M
43,256
+299%
增持
PRU
PRUDENTIAL FINL INC
+$2.3M
27,431
+223%
减持
ACEL
ACCEL ENTERTAINMENT INC
+$2.3M
1,645,626
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.2M
505,601
+10%
增持
GPC
GENUINE PARTS CO
+$2.1M
15,447
+770%
增持
MCD
MCDONALDS CORP
+$2.1M
21,879
+58%
建仓
SCHE
SCHWAB STRATEGIC TR
+$2.0M
77,770
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.8M
87,277
+427%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.8M
73,556
+90%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
18,774
+10%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.8M
14,142
+86%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.8M
224,233
-11%
减持
SPYV
SPDR SER TR
-$1.6M
609,378
-12%
减持
HYD
VANECK ETF TRUST
-$1.6M
490,018
-7%
建仓
ICOW
PACER FDS TR
+$1.6M
50,580
增持
IBTG
ISHARES TR
+$1.6M
78,182
+788%
增持
LLY
ELI LILLY & CO
+$1.5M
6,513
+7%
增持
GD
GENERAL DYNAMICS CORP
+$1.5M
6,629
+346%
减持
VTIP
VANGUARD MALVERN FDS
-$1.5M
8,534
-79%
增持
KMB
KIMBERLY-CLARK CORP
+$1.5M
14,085
+398%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
59,818
+86%
减持
MUNI
PIMCO ETF TR
-$1.4M
390,879
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
19,016
+6%
增持
ORCL
ORACLE CORP
+$1.3M
22,642
+57%
减持
VXUS
VANGUARD STAR FDS
-$1.3M
544,569
-8%
建仓
WSBC
WESBANCO INC
+$1.3M
43,228
增持
META
META PLATFORMS INC
+$1.3M
8,162
+7%
减持
IWF
ISHARES TR
-$1.2M
93,451
-13%
减持
SUB
ISHARES TR
-$1.2M
90,960
-11%
增持
AMAT
APPLIED MATLS INC
+$1.2M
12,401
+48%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$1.2M
1,075,867
-4%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.1M
13,131
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
34,703
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.1M
562,928
-3%
增持
IVV
ISHARES TR
+$1.1M
4,319
+77%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.1M
27,470
+151%
增持
VTV
VANGUARD INDEX FDS
+$1.0M
46,719
+6%
建仓
SCHH
SCHWAB STRATEGIC TR
+$992.6K
48,895
减持
SLYV
SPDR SER TR
-$983.2K
217,708
-5%
增持
ED
CONSOLIDATED EDISON INC
+$976.2K
13,615
+376%
减持
AMZN
AMAZON COM INC
+$958.0K
36,363
-1%
增持
AAPL
APPLE INC
+$933.1K
197,471
+15%
减持
HYMB
SPDR SER TR
-$925.8K
2,813,687
-3%
减持
—
HEARTLAND FINL USA INC
-$896.9K
7,418
-76%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$865.8K
3,463
减持
NEM
NEWMONT CORP
-$861.5K
18,213
-50%
增持
DFUS
DIMENSIONAL ETF TRUST
+$860.2K
28,906
+90%
减持
AGG
ISHARES TR
-$822.2K
132,948
-5%
增持
ABT
ABBOTT LABS
+$818.2K
27,754
+31%
增持
GLD
SPDR GOLD TR
+$808.2K
8,158
+79%
增持
DUK
DUKE ENERGY CORP NEW
+$808.2K
30,201
+39%
建仓
IAPR
INNOVATOR ETFS TRUST
+$803.1K
29,569
建仓
MPC
MARATHON PETE CORP
+$779.3K
3,867
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$768.6K
11,509
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$761.8K
235,044
-6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$753.1K
39,292
+71%
建仓
—
ISHARES TR
+$748.7K
28,295
建仓
IBMO
ISHARES TR
+$741.5K
29,251
减持
QQQ
INVESCO QQQ TR
-$739.9K
10,095
-21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$720.2K
11,806
+2%
建仓
PVAL
PUTNAM ETF TRUST
+$706.9K
19,785
增持
CAT
CATERPILLAR INC
+$695.3K
7,318
+9%
建仓
IBMQ
ISHARES TR
+$679.7K
26,899
减持
F
FORD MTR CO DEL
-$674.6K
62,148
-49%
增持
VTI
VANGUARD INDEX FDS
+$657.2K
11,955
+16%
建仓
GCOW
PACER FDS TR
+$647.4K
18,656
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$646.7K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$634.9K
7,325
减持
VYM
VANGUARD WHITEHALL FDS
+$622.9K
68,698
-0%
减持
IVW
ISHARES TR
-$581.4K
157,233
-15%
增持
TJX
TJX COS INC NEW
+$576.1K
21,596
+26%
增持
GOOGL
ALPHABET INC
+$574.8K
30,262
+6%
增持
V
VISA INC
+$566.3K
13,328
+10%
建仓
IBMP
ISHARES TR
+$557.3K
22,143
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$524.6K
8,304
减持
EEM
ISHARES TR
-$521.5K
88,761
-14%
建仓
VIR
VIR BIOTECHNOLOGY INC
+$520.3K
51,359
减持
BIV
VANGUARD BD INDEX FDS
-$508.1K
160,436
-3%
建仓
TNL
TRAVEL PLUS LEISURE CO
+$499.9K
10,211
