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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 60
减持 50
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$21.8M
15,371,381
+294%
增持
SPTL
SPDR SER TR
-$8.6M
3,610,306
+2%
增持
SCHV
SCHWAB STRATEGIC TR
-$6.9M
9,927,842
+200%
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。
清仓
—
ISHARES TR
-$6.9M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$6.3M
9,380,983
+202%
建仓
BLK
BLACKROCK INC
+$6.2M
6,009
清仓
—
BLACKROCK INC
-$5.7M
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.5M
409,843
+48%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$5.1M
604,912
+25%
增持
MDYV
SPDR SER TR
+$4.8M
338,411
+20%
增持
CWI
SPDR INDEX SHS FDS
+$4.4M
1,922,233
+19%
减持
FMB
FIRST TR EXCH TRADED FD III
-$4.4M
650,029
-10%
建仓
TLH
ISHARES TR
+$3.9M
38,989
增持
SCHF
SCHWAB STRATEGIC TR
-$3.8M
5,960,505
+115%
增持
AVGO
BROADCOM INC
+$3.5M
55,352
+3%
减持
MUNI
PIMCO ETF TR
-$2.8M
272,927
-15%
清仓
—
ISHARES TR
-$2.8M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$2.5M
420,525
-0%
增持
IDOG
ALPS ETF TR
-$2.4M
979,790
+2%
增持
TSLA
TESLA INC
+$2.3M
14,453
+6%
减持
HYMB
SPDR SER TR
-$2.1M
2,004,704
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
53,274
+3%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$1.8M
689,311
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
285,291
-5%
减持
HYD
VANECK ETF TRUST
-$1.7M
328,858
-7%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.6M
860,368
+1%
增持
MDYG
SPDR SER TR
+$1.5M
292,163
+7%
减持
SPYV
SPDR SER TR
-$1.5M
452,649
-3%
增持
AMGN
AMGEN INC
-$1.4M
26,404
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
453,876
+16%
建仓
IBTG
ISHARES TR
+$1.4M
60,092
减持
IEMG
ISHARES INC
-$1.4M
164,602
-5%
增持
AMZN
AMAZON COM INC
+$1.2M
25,022
+10%
增持
KO
COCA COLA CO
-$1.2M
170,451
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
-$1.2M
6,511,229
+108%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
166,922
-2%
减持
IWF
ISHARES TR
+$1.1M
67,763
-2%
减持
PFE
PFIZER INC
-$1.1M
247,607
-7%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.1M
96,372
-4%
增持
VHT
VANGUARD WORLD FD
+$1.1M
6,724
+215%
减持
AGG
ISHARES TR
-$1.1M
102,397
-6%
增持
CSCO
CISCO SYS INC
+$1.0M
151,986
+1%
增持
VTI
VANGUARD INDEX FDS
+$989.3K
10,702
+43%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$971.0K
38,273
增持
LMT
LOCKHEED MARTIN CORP
-$962.7K
11,745
+3%
减持
PEP
PEPSICO INC
-$961.4K
48,292
-1%
增持
ABBV
ABBVIE INC
-$906.3K
60,324
+2%
增持
NVDA
NVIDIA CORPORATION
+$893.0K
56,600
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
-$864.7K
189,611
+4%
清仓
—
ISHARES TR
-$838.6K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$828.2K
4,298
-38%
增持
VZ
VERIZON COMMUNICATIONS INC
-$824.2K
194,656
+2%
增持
IWP
ISHARES TR
+$803.3K
75,898
+1%
减持
EFV
ISHARES TR
-$771.4K
87,153
-6%
增持
MRK
MERCK & CO INC
-$758.6K
81,404
+4%
减持
VTV
VANGUARD INDEX FDS
-$752.4K
44,064
-6%
增持
JNJ
JOHNSON & JOHNSON
-$735.3K
43,238
+0%
清仓
—
LAM RESEARCH CORP
-$716.1K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$710.1K
9,831
减持
SUB
ISHARES TR
-$674.4K
62,269
-9%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$667.8K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$660.5K
112,307
-3%
减持
AAPL
APPLE INC
-$640.4K
158,632
-8%
增持
V
VISA INC
+$631.9K
8,795
+13%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$630.2K
20,473
增持
TXN
TEXAS INSTRS INC
-$625.0K
46,617
+3%
增持
SLYG
SPDR SER TR
+$619.4K
375,669
+5%
增持
DE
DEERE & CO
+$601.9K
20,143
+6%
减持
IVW
ISHARES TR
+$595.4K
133,772
-1%
增持
IWO
ISHARES TR
+$594.2K
17,121
+12%
建仓
VTEI
VANGUARD MUN BD FDS
+$586.3K
5,899
减持
IWN
ISHARES TR
-$577.3K
35,083
-8%
增持
COST
COSTCO WHSL CORP NEW
+$575.6K
10,700
+3%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$569.9K
43,586
-6%
减持
VOE
VANGUARD INDEX FDS
-$550.3K
42,318
-4%
增持
—
EXXON MOBIL CORP
-$516.6K
79,437
+3%
清仓
—
ISHARES TR
-$515.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$498.8K
116,363
+0%
增持
VNQ
VANGUARD INDEX FDS
+$497.9K
8,456
+223%
减持
GOOGL
ALPHABET INC
+$494.2K
21,337
-0%
增持
LLY
ELI LILLY & CO
+$489.7K
4,804
+32%
增持
MDAI
SPECTRAL AI INC
+$485.2K
231,336
+45%
建仓
APP
APPLOVIN CORP
+$469.2K
1,449
减持
VEA
VANGUARD TAX-MANAGED FDS
-$460.4K
51,330
-7%
建仓
VDC
VANGUARD WORLD FD
+$459.5K
2,174
减持
DFAX
DIMENSIONAL ETF TRUST
-$453.6K
71,465
-13%
减持
QCOM
QUALCOMM INC
-$451.9K
25,126
-1%
增持
VLO
VALERO ENERGY CORP
-$442.9K
42,371
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$438.3K
15,449
-4%
清仓
USRT
ISHARES TR
-$409.6K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$400.3K
10,124
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$398.7K
15,889
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$393.6K
63,361
+3%
清仓
BAFN
BAYFIRST FINANCIAL CORP
-$389.3K
0
-100%
增持
WMT
WALMART INC
+$386.3K
34,533
+2%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$374.6K
7,637
减持
EEM
ISHARES TR
-$372.4K
74,866
-2%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
-$365.2K
120,198
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$348.6K
178,929
-2%
减持
PSX
PHILLIPS 66
-$343.0K
18,149
-1%
建仓
MSTR
MICROSTRATEGY INC
+$340.3K
1,175
清仓
CE
CELANESE CORP DEL
-$339.9K
0
-100%
增持
NFLX
NETFLIX INC
+$328.6K
1,318
+10%
减持
DON
WISDOMTREE TR
-$326.8K
230,089
-2%
增持
GPC
GENUINE PARTS CO
-$308.2K
16,190
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$304.3K
344,053
+2%
减持
WEC
WEC ENERGY GROUP INC
-$284.5K
6,365
-31%
增持
CRM
SALESFORCE INC
+$279.3K
3,630
+6%
增持
MO
ALTRIA GROUP INC
+$274.9K
114,908
+2%
清仓
NVO
NOVO-NORDISK A S
-$274.7K
0
-100%
减持
CAT
CATERPILLAR INC
-$269.7K
6,267
-4%
减持
VLUE
ISHARES TR
-$265.7K
12,520
-14%
建仓
FTNT
FORTINET INC
+$264.5K
2,800
减持
UNP
UNION PAC CORP
-$256.8K
5,022
-12%
建仓
CALM
CAL MAINE FOODS INC
+$254.2K
2,470
增持
NEE
NEXTERA ENERGY INC
-$238.6K
18,686
+0%
增持
GOOG
ALPHABET INC
+$238.0K
9,001
+2%
清仓
IBMQ
ISHARES TR
-$237.2K
0
-100%
清仓
SNY
SANOFI
-$232.1K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$229.8K
11,765
+11%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$229.5K
0
-100%
清仓
—
BARRICK GOLD CORP
-$228.9K
0
-100%
清仓
NEM
NEWMONT CORP
-$227.9K
0
-100%
减持
XYLD
GLOBAL X FDS
-$226.0K
55,695
-10%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$225.4K
2,980
清仓
BALL
BALL CORP
-$220.6K
0
-100%
清仓
BP
BP PLC
-$220.6K
0
-100%
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$218.7K
0
-100%
增持
IWS
ISHARES TR
+$214.7K
54,148
+5%
减持
COP
CONOCOPHILLIPS
-$214.5K
33,336
-0%
清仓
KVUE
KENVUE INC
-$214.3K
0
-100%
增持
TGT
TARGET CORP
-$213.9K
11,857
+2%
增持
UPS
UNITED PARCEL SERVICE INC
-$213.8K
38,999
+4%
清仓
FNDE
SCHWAB STRATEGIC TR
-$212.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$209.8K
9,706
-0%
清仓
EFX
EQUIFAX INC
-$204.8K
0
-100%
建仓
EMXC
ISHARES INC
+$203.4K
3,668
建仓
XEL
XCEL ENERGY INC
+$203.3K
3,011
减持
USB
US BANCORP DEL
+$202.9K
101,526
-0%
建仓
VDE
VANGUARD WORLD FD
+$202.5K
1,669
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$202.1K
95,866
-6%
减持
VBR
VANGUARD INDEX FDS
-$201.7K
18,040
-4%
清仓
AVT
AVNET INC
-$201.4K
0
-100%
增持
FAST
FASTENAL CO
+$200.0K
138,793
+1%
减持
VBK
VANGUARD INDEX FDS
+$197.9K
29,883
-2%
减持
CMCSA
COMCAST CORP NEW
-$189.6K
13,508
-19%
减持
SLYV
SPDR SER TR
-$189.2K
136,802
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$186.4K
66,446
-2%
减持
SCHE
SCHWAB STRATEGIC TR
-$186.1K
13,305
-28%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$175.8K
36,110
+4%
