小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 68
减持 46
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
SCHG
SCHWAB STRATEGIC TR
-$55.6M
14,887,267
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$17.1M
6,440,391
+8%
增持
SCHD
SCHWAB STRATEGIC TR
+$13.1M
9,634,773
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。
+3%
减持
AVUV
AMERICAN CENTY ETF TR
-$11.8M
817,595
-5%
减持
AAPL
APPLE INC
-$9.6M
135,488
-15%
增持
SCHZ
SCHWAB STRATEGIC TR
+$9.4M
6,787,890
+4%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$9.3M
6,693
-93%
减持
MDYG
SPDR SER TR
-$8.3M
215,528
-26%
增持
SCHV
SCHWAB STRATEGIC TR
+$7.7M
10,027,280
+1%
增持
CWI
SPDR INDEX SHS FDS
+$7.7M
2,074,367
+8%
增持
IWP
ISHARES TR
+$7.4M
144,803
+91%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$7.2M
747,202
+24%
增持
DFSV
DIMENSIONAL ETF TRUST
+$7.0M
271,525
+1226%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$6.9M
548,534
+34%
增持
SPTL
SPDR SER TR
+$6.8M
3,717,179
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.4M
284,203
+643%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$6.0M
16,379
增持
IWF
ISHARES TR
+$5.4M
90,269
+33%
增持
HYMB
SPDR SER TR
+$5.3M
2,244,942
+12%
增持
TLH
ISHARES TR
+$4.8M
84,092
+116%
增持
MDYV
SPDR SER TR
+$4.6M
412,142
+22%
减持
SLYG
SPDR SER TR
-$4.0M
360,275
-4%
减持
AVGO
BROADCOM INC
-$4.0M
52,524
-5%
增持
AMZN
AMAZON COM INC
+$3.5M
47,489
+90%
减持
MSFT
MICROSOFT CORP
-$3.5M
40,883
-9%
增持
IWO
ISHARES TR
+$3.5M
32,887
+92%
增持
IDOG
ALPS ETF TR
+$3.4M
1,000,981
+2%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
增持
OKE
ONEOK INC NEW
+$3.0M
33,647
+953%
增持
SPYV
SPDR SER TR
+$2.9M
509,504
+13%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.8M
6,005
-62%
增持
MTB
M & T BK CORP
+$2.7M
16,736
+1095%
增持
DE
DEERE & CO
+$2.5M
23,599
+17%
减持
ITW
ILLINOIS TOOL WKS INC
-$2.5M
1,867
-84%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.2M
539,662
+9%
增持
TSLA
TESLA INC
-$2.0M
14,614
+1%
增持
KO
COCA COLA CO
+$1.9M
174,122
+2%
增持
IVW
ISHARES TR
+$1.7M
165,007
+23%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
423,683
+1%
增持
CVX
CHEVRON CORP NEW
+$1.5M
59,090
+2%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
56,536
-0%
增持
VTEI
VANGUARD MUN BD FDS
+$1.5M
20,646
+250%
增持
AMGN
AMGEN INC
+$1.4M
26,659
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
202,605
+4%
减持
USB
US BANCORP DEL
-$1.4M
82,004
-19%
减持
ABBV
ABBVIE INC
+$1.2M
57,019
-5%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
44,955
+4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.2M
197,155
+4%
增持
—
EXXON MOBIL CORP
+$1.1M
80,985
+2%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
29,771
+22%
增持
BND
VANGUARD BD INDEX FDS
+$1.0M
32,583
+72%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.0M
569,330
-1%
增持
VBK
VANGUARD INDEX FDS
+$993.5K
37,187
+24%
增持
FAST
FASTENAL CO
+$969.1K
141,195
+2%
减持
ORCL
ORACLE CORP
-$963.9K
17,562
-14%
减持
FMB
FIRST TR EXCH TRADED FD III
-$928.5K
639,192
-2%
增持
EFV
ISHARES TR
+$925.3K
93,285
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$904.3K
362,227
+5%
减持
AGG
ISHARES TR
-$768.4K
92,538
-10%
增持
VLO
VALERO ENERGY CORP
+$722.5K
44,800
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$722.3K
119,042
+6%
清仓
—
CARNIVAL CORP
-$720.4K
0
-100%
减持
SBUX
STARBUCKS CORP
-$719.0K
4,707
-64%
增持
PEP
PEPSICO INC
+$706.9K
53,689
+11%
增持
LLY
ELI LILLY & CO
+$703.8K
5,342
+11%
增持
VHT
VANGUARD WORLD FD
+$681.6K
9,018
+34%
减持
WK
WORKIVA INC
-$680.0K
16,640
-6%
减持
IWN
ISHARES TR
-$651.3K
33,834
-4%
减持
MO
ALTRIA GROUP INC
+$614.5K
110,348
-4%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$598.7K
0
-100%
建仓
AVGE
AMERICAN CENTY ETF TR
+$597.9K
8,398
增持
VOE
VANGUARD INDEX FDS
+$593.6K
46,340
+10%
增持
SLV
ISHARES SILVER TR
+$589.1K
29,228
+143%
建仓
PANW
PALO ALTO NETWORKS INC
+$585.1K
3,429
增持
V
VISA INC
+$576.4K
9,576
+9%
减持
BAC
BANK AMERICA CORP
-$576.2K
108,746
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$573.2K
14,225
-8%
减持
AVEM
AMERICAN CENTY ETF TR
+$560.3K
452,778
-0%
建仓
UBER
UBER TECHNOLOGIES INC
+$552.2K
7,579
清仓
SNPS
SYNOPSYS INC
-$525.2K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$518.6K
1,235
增持
KMB
KIMBERLY-CLARK CORP
+$511.5K
22,261
+10%
减持
IVV
ISHARES TR
-$503.0K
3,859
-15%
减持
DIS
DISNEY WALT CO
-$499.2K
6,544
-36%
建仓
VIS
VANGUARD WORLD FD
+$494.1K
1,996
增持
GOOGL
ALPHABET INC
-$464.8K
23,114
+8%
增持
BLK
BLACKROCK INC
-$458.5K
6,023
+0%
增持
IDV
ISHARES TR
+$447.8K
34,854
+51%
增持
VYM
VANGUARD WHITEHALL FDS
+$445.0K
69,191
+4%
增持
EOG
EOG RES INC
+$437.8K
35,394
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$413.4K
170,636
+2%
清仓
—
HEARTLAND FINL USA INC
-$413.1K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$402.7K
172,652
-4%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$395.9K
79,481
-17%
减持
PM
PHILIP MORRIS INTL INC
+$391.1K
11,394
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$382.1K
14,557
+0%
增持
XYLD
GLOBAL X FDS
+$376.7K
68,632
+23%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$374.6K
0
-100%
减持
MCD
MCDONALDS CORP
+$373.0K
18,968
-1%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$370.6K
0
-100%
建仓
IUSG
ISHARES TR
+$350.6K
2,759
减持
WMT
WALMART INC
-$348.3K
31,572
-9%
减持
SO
SOUTHERN CO
+$346.0K
38,337
-1%
减持
AMAT
APPLIED MATLS INC
-$339.8K
9,004
-11%
减持
ABT
ABBOTT LABS
+$337.2K
23,838
-5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$336.4K
24,742
-43%
清仓
SFM
SPROUTS FMRS MKT INC
-$321.5K
0
-100%
减持
IJK
ISHARES TR
-$317.6K
22,183
-7%
建仓
IBMQ
ISHARES TR
+$315.1K
12,460
增持
MUB
ISHARES TR
+$301.1K
307,106
+2%
增持
DON
WISDOMTREE TR
-$300.9K
230,750
+0%
减持
COST
COSTCO WHSL CORP NEW
-$298.1K
10,051
-6%
减持
CSCO
CISCO SYS INC
-$290.4K
141,098
-7%
清仓
SPGI
S&P GLOBAL INC
-$285.2K
0
-100%
增持
GOOG
ALPHABET INC
-$278.1K
9,192
+2%
减持
CALF
PACER FDS TR
-$277.2K
12,521
-26%
建仓
SGOV
ISHARES TR
+$276.7K
2,749
建仓
UMBF
UMB FINL CORP
+$273.3K
2,703
建仓
AVXC
AMERICAN CENTY ETF TR
+$273.3K
5,618
清仓
CADE
CADENCE BANK
-$272.6K
0
-100%
增持
—
LINDE PLC
+$272.1K
3,483
+8%
增持
HD
HOME DEPOT INC
-$265.4K
27,696
+3%
清仓
FTNT
FORTINET INC
-$264.5K
0
-100%
增持
SDY
SPDR SER TR
+$264.5K
10,254
+20%
增持
TGT
TARGET CORP
-$253.9K
12,926
+9%
增持
CASY
CASEYS GEN STORES INC
+$251.3K
4,091
+6%
清仓
EXR
EXTRA SPACE STORAGE INC
-$249.2K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$248.1K
42,455
+9%
减持
XLK
SELECT SECTOR SPDR TR
-$247.3K
8,774
-1%
减持
MUNI
PIMCO ETF TR
-$246.0K
269,107
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$244.6K
40,769
-6%
建仓
—
ALLETE INC
+$242.5K
3,691
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$241.9K
35,998
-0%
增持
NFLX
NETFLIX INC
+$236.2K
1,513
+15%
增持
MRK
MERCK & CO INC
+$231.5K
92,798
+14%
清仓
FDX
FEDEX CORP
-$229.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$227.5K
17,970
-0%
清仓
INGR
INGREDION INC
-$227.1K
0
-100%
清仓
DOW
DOW INC
-$225.3K
0
-100%
减持
IWM
ISHARES TR
-$223.0K
6,848
-5%
建仓
DELL
DELL TECHNOLOGIES INC
+$221.8K
2,433
清仓
PJUL
INNOVATOR ETFS TRUST
-$221.1K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$220.5K
0
-100%
建仓
SHEL
SHELL PLC
+$219.9K
3,001
建仓
ATO
ATMOS ENERGY CORP
+$219.5K
1,420
减持
PG
PROCTER AND GAMBLE CO
-$219.5K
52,214
-4%
清仓
HNI
HNI CORP
-$218.5K
0
-100%
清仓
IBB
ISHARES TR
-$218.4K
0
-100%
建仓
AVUS
AMERICAN CENTY ETF TR
+$217.5K
2,354
清仓
IR
INGERSOLL RAND INC
-$216.8K
0
-100%
