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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
增持 10
减持 123
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
-$46.4M
3,902,832
-13%
减持
SCHV
SCHWAB STRATEGIC TR
-$32.1M
3,306,600
-18%
减持
HYMB
SPDR SER TR
-$15.6M
2,031,553
-25%
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。
减持
SCHD
SCHWAB STRATEGIC TR
-$15.3M
3,105,998
-13%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$9.2M
482,673
+60%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$9.2M
722,201
-21%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$8.1M
277,158
+145%
增持
AVGO
BROADCOM INC
-$7.3M
53,965
+421%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$7.2M
744,951
-30%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$7.0M
102,076
-74%
减持
IWF
ISHARES TR
-$6.2M
69,452
-22%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.9M
3,135,279
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.9M
170,816
-22%
减持
IDOG
ALPS ETF TR
-$5.6M
965,147
-21%
减持
HYD
VANECK ETF TRUST
-$5.6M
354,355
-25%
减持
IWP
ISHARES TR
-$5.5M
75,171
-42%
减持
EFV
ISHARES TR
-$5.5M
92,896
-55%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.3M
299,663
-33%
减持
AVUV
AMERICAN CENTY ETF TR
-$5.2M
848,684
-12%
减持
CWI
SPDR INDEX SHS FDS
-$5.1M
1,619,894
-16%
减持
SPTL
SPDR SER TR
+$4.6M
3,547,183
-2%
减持
IWS
ISHARES TR
-$4.5M
51,333
-45%
减持
IEMG
ISHARES INC
-$4.4M
173,430
-35%
减持
MSFT
MICROSOFT CORP
-$4.4M
44,088
-16%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.9M
337,719
-20%
减持
VOE
VANGUARD INDEX FDS
-$3.9M
44,111
-41%
减持
SPYV
SPDR SER TR
-$3.8M
465,510
-20%
减持
NVDA
NVIDIA CORPORATION
-$3.8M
55,235
-35%
减持
IWN
ISHARES TR
-$3.3M
37,986
-40%
减持
MRK
MERCK & CO INC
-$3.2M
77,991
-20%
减持
VIGI
VANGUARD WHITEHALL FDS
-$3.2M
181,600
-23%
减持
JPM
JPMORGAN CHASE & CO.
-$3.2M
51,772
-26%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.2M
2,773,144
-9%
减持
VXUS
VANGUARD STAR FDS
-$3.0M
422,112
-16%
减持
NULV
NUSHARES ETF TR
-$3.0M
12,539
-87%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.8M
61,656
+549%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$2.8M
482,682
-12%
增持
MDYV
SPDR SER TR
+$2.8M
281,586
+5%
减持
MUNI
PIMCO ETF TR
-$2.7M
319,856
-15%
减持
MUB
ISHARES TR
-$2.7M
295,359
-10%
减持
CVX
CHEVRON CORP NEW
-$2.6M
57,435
-19%
减持
MMM
3M CO
-$2.6M
9,311
-75%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.5M
391,556
+5%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$2.5M
116,574
+52%
减持
IDV
ISHARES TR
-$2.4M
15,550
-85%
减持
PEP
PEPSICO INC
-$2.2M
48,837
-23%
减持
NUDM
NUSHARES ETF TR
-$2.2M
22,594
-76%
清仓
IBDT
ISHARES TR
-$2.1M
0
-100%
减持
IBDR
ISHARES TR
-$2.1M
29,605
-75%
减持
TXN
TEXAS INSTRS INC
-$2.1M
45,342
-23%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.0M
10,883
-75%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$2.0M
100,320
-3%
减持
IBTM
ISHARES TR
-$1.9M
9,713
-90%
减持
AMZN
AMAZON COM INC
-$1.9M
22,758
-29%
减持
PFE
PFIZER INC
-$1.9M
266,017
-22%
减持
IBTO
ISHARES TR
-$1.9M
9,711
-89%
减持
VLO
VALERO ENERGY CORP
-$1.8M
41,747
-13%
减持
GOOGL
ALPHABET INC
-$1.8M
21,374
-27%
减持
BAC
BANK AMERICA CORP
-$1.8M
116,315
-27%
减持
SUB
ISHARES TR
-$1.7M
68,204
-20%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
14,640
-21%
减持
—
EXXON MOBIL CORP
-$1.5M
77,305
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
191,683
-22%
减持
SLYV
SPDR SER TR
-$1.5M
139,659
-20%
减持
VGT
VANGUARD WORLD FD
-$1.5M
3,355
-43%
减持
IWO
ISHARES TR
-$1.4M
15,259
-31%
减持
ESGD
ISHARES TR
-$1.4M
3,172
-85%
减持
AGG
ISHARES TR
-$1.4M
108,564
-15%
减持
VOT
VANGUARD INDEX FDS
-$1.4M
25,208
-23%
减持
COWZ
PACER FDS TR
-$1.4M
25,852
-51%
减持
IDEV
ISHARES TR
-$1.3M
11,170
-65%
增持
MDYG
SPDR SER TR
+$1.3M
272,182
+1%
减持
EOG
EOG RES INC
-$1.3M
32,328
-23%
减持
VHT
VANGUARD WORLD FD
-$1.2M
2,135
-69%
减持
KO
COCA COLA CO
-$1.2M
164,282
-20%
减持
META
META PLATFORMS INC
-$1.2M
5,198
-37%
减持
IVW
ISHARES TR
-$1.2M
135,628
-11%
减持
BIV
VANGUARD BD INDEX FDS
-$1.2M
115,519
-15%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
579,863
-0%
减持
LLY
ELI LILLY & CO
-$1.1M
3,633
-24%
清仓
IBTG
ISHARES TR
-$1.1M
0
-100%
减持
V
VISA INC
-$1.1M
7,811
-36%
清仓
FISV
FISERV INC
-$1.1M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
53,490
-14%
减持
FLRN
SPDR SER TR
-$995.0K
19,584
-62%
减持
IXUS
ISHARES TR
-$973.6K
20,715
-44%
减持
CALF
PACER FDS TR
-$935.1K
17,478
-56%
减持
UPS
UNITED PARCEL SERVICE INC
-$933.2K
37,638
-15%
减持
FAST
FASTENAL CO
+$867.8K
136,945
-3%
减持
HD
HOME DEPOT INC
-$865.3K
25,924
-22%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$841.6K
46,399
-22%
减持
—
BLACKROCK INC
-$822.2K
5,984
-28%
增持
AMGN
AMGEN INC
+$814.5K
25,702
+8%
减持
NUSC
NUSHARES ETF TR
-$813.2K
5,732
-79%
减持
COST
COSTCO WHSL CORP NEW
-$811.3K
10,409
-12%
清仓
NUEM
NUSHARES ETF TR
-$810.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$785.8K
7,459
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$785.7K
3,685
-36%
增持
VTV
VANGUARD INDEX FDS
+$778.8K
47,044
+2%
减持
DON
WISDOMTREE TR
-$777.4K
235,761
-14%
清仓
MDU
MDU RES GROUP INC
-$772.0K
0
-100%
清仓
EMXC
ISHARES INC
-$764.2K
0
-100%
减持
QCOM
QUALCOMM INC
-$744.8K
25,356
-0%
减持
MO
ALTRIA GROUP INC
-$715.1K
112,336
-21%
减持
NFLX
NETFLIX INC
-$711.5K
1,193
-48%
清仓
SPMD
SPDR SER TR
-$707.8K
0
-100%
减持
ADBE
ADOBE INC
-$691.3K
2,462
-30%
减持
—
LAM RESEARCH CORP
-$690.3K
878
-34%
减持
AMAT
APPLIED MATLS INC
-$689.3K
10,130
-13%
减持
GOOG
ALPHABET INC
-$687.4K
8,829
-25%
减持
PRU
PRUDENTIAL FINL INC
-$684.0K
12,766
-33%
减持
ICOW
PACER FDS TR
-$671.2K
22,714
-50%
减持
USB
US BANCORP DEL
-$665.9K
101,751
-24%
清仓
XJR
ISHARES TR
-$664.1K
0
-100%
减持
BA
BOEING CO
-$660.8K
4,293
-41%
清仓
NUMV
NUSHARES ETF TR
-$660.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$635.5K
67,584
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$628.9K
10,930
-26%
减持
AMT
AMERICAN TOWER CORP NEW
-$628.3K
2,177
-63%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$608.2K
0
-100%
减持
USRT
ISHARES TR
-$596.6K
6,652
-65%
减持
AAPL
APPLE INC
+$592.1K
173,240
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$584.3K
7,548
-33%
减持
BKNG
BOOKING HOLDINGS INC
-$582.2K
224
-42%
减持
DUK
DUKE ENERGY CORP NEW
-$581.3K
9,277
-44%
减持
COP
CONOCOPHILLIPS
-$566.1K
33,439
-6%
减持
NUBD
NUSHARES ETF TR
-$563.4K
31,189
-46%
减持
INTU
INTUIT
-$557.4K
843
-49%
清仓
KNF
KNIFE RIVER CORP
-$520.2K
0
-100%
清仓
VIS
VANGUARD WORLD FD
-$510.9K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$506.4K
15,366
-23%
清仓
MU
MICRON TECHNOLOGY INC
-$490.1K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$488.0K
19,320
-18%
减持
NOW
SERVICENOW INC
-$486.2K
876
-46%
减持
VTEB
VANGUARD MUN BD FDS
-$479.3K
182,284
-7%
清仓
KDP
KEURIG DR PEPPER INC
-$468.1K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$463.4K
30,561
-11%
减持
JNJ
JOHNSON & JOHNSON
-$460.8K
43,123
-15%
减持
IJK
ISHARES TR
-$456.3K
24,303
-20%
清仓
GPN
GLOBAL PMTS INC
-$452.7K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$446.0K
962
-53%
减持
GD
GENERAL DYNAMICS CORP
-$445.5K
3,861
-31%
清仓
SMH
VANECK ETF TRUST
-$443.7K
0
-100%
减持
DVY
ISHARES TR
-$438.8K
2,360
-62%
清仓
GCOW
PACER FDS TR
-$438.5K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$438.0K
5,443
-21%
减持
CRM
SALESFORCE INC
-$429.5K
3,414
-36%
减持
QQQ
INVESCO QQQ TR
-$429.1K
9,737
-10%
减持
SNPS
SYNOPSYS INC
-$428.9K
878
-40%
减持
MCD
MCDONALDS CORP
+$421.2K
18,673
-10%
