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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 93
减持 31
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$71.4M
15,205,975
+2%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$27.5M
1,302,392
+74%
减持
SCHD
SCHWAB STRATEGIC TR
-$18.7M
9,459,398
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。
-2%
增持
CWI
SPDR INDEX SHS FDS
+$16.8M
2,394,331
+15%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$16.7M
902,479
+65%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$15.4M
237,140
+39%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$14.9M
1,320,615
+91%
增持
VTEI
VANGUARD MUN BD FDS
+$14.8M
171,041
+728%
减持
MUB
ISHARES TR
-$14.6M
170,139
-45%
减持
SCHF
SCHWAB STRATEGIC TR
+$11.4M
6,279,163
-3%
增持
HYMB
SPDR SERIES TRUST
+$11.0M
2,729,665
+22%
增持
AVEM
AMERICAN CENTY ETF TR
+$10.1M
544,776
+20%
增持
FMB
FIRST TR EXCH TRADED FD III
+$9.4M
836,330
+31%
减持
SCHV
SCHWAB STRATEGIC TR
+$8.7M
9,946,200
-1%
增持
IWS
ISHARES TR
+$8.0M
114,285
+103%
增持
IWO
ISHARES TR
+$7.4M
55,291
+68%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.3M
506,684
+78%
增持
VXUS
VANGUARD STAR FDS
+$6.8M
479,200
+13%
增持
VOT
VANGUARD INDEX FDS
+$6.6M
48,897
+64%
增持
IVW
ISHARES TR
+$6.3M
196,354
+19%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$6.0M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$6.0M
55,539
+49%
增持
AVGO
BROADCOM INC
+$5.9M
53,188
+1%
减持
SLYG
SPDR SERIES TRUST
-$5.8M
271,280
-25%
增持
MDYV
SPDR SERIES TRUST
+$5.8M
472,930
+15%
增持
MSFT
MICROSOFT CORP
+$5.7M
42,266
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.2M
6,987,851
+3%
减持
COST
COSTCO WHSL CORP NEW
-$5.2M
4,373
-56%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$5.1M
157,679
+563%
增持
DFSV
DIMENSIONAL ETF TRUST
+$5.0M
428,597
+58%
增持
SPYV
SPDR SERIES TRUST
+$4.4M
580,273
+14%
增持
SLYV
SPDR SERIES TRUST
+$4.1M
202,222
+32%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
62,037
+10%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$3.5M
614,401
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$2.6M
52,525
+2%
增持
VLUE
ISHARES TR
+$2.1M
29,974
+139%
增持
MDYG
SPDR SERIES TRUST
+$1.9M
218,441
+1%
增持
VOE
VANGUARD INDEX FDS
+$1.8M
56,355
+22%
增持
AAPL
APPLE INC
-$1.8M
137,824
+2%
减持
IWF
ISHARES TR
+$1.8M
81,050
-10%
减持
VHT
VANGUARD WORLD FD
-$1.8M
2,421
-73%
增持
IEMG
ISHARES INC
+$1.7M
173,126
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
36,701
-1%
增持
AMZN
AMAZON COM INC
+$1.6M
48,407
+2%
增持
TXN
TEXAS INSTRS INC
+$1.6M
49,239
+2%
增持
ORCL
ORACLE CORP
+$1.6M
18,393
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
15,647
+7%
减持
IDOG
ALPS ETF TR
+$1.4M
976,751
-2%
减持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
797,593
-2%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
29,247
增持
DE
DEERE & CO
+$1.3M
24,427
+4%
增持
CSCO
CISCO SYS INC
+$1.3M
144,679
+3%
增持
META
META PLATFORMS INC
+$1.3M
5,981
+12%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.3M
98,311
+297%
增持
ABBV
ABBVIE INC
-$1.3M
57,305
+1%
增持
TSLA
TESLA INC
+$1.1M
15,518
+6%
增持
CVX
CHEVRON CORP NEW
-$1.1M
61,347
+4%
增持
QQQ
INVESCO QQQ TR
+$1.0M
10,607
+3%
增持
EFV
ISHARES TR
+$1.0M
102,944
+10%
增持
FAST
FASTENAL CO
+$1.0M
284,692
+102%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.0M
3
-25%
增持
IDV
ISHARES TR
+$997.5K
60,234
+73%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$989.0K
274,880
-1%
增持
XYLD
GLOBAL X FDS
+$987.8K
94,968
+38%
减持
VIGI
VANGUARD WHITEHALL FDS
+$948.0K
191,966
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$919.4K
549,710
-3%
增持
TLH
ISHARES TR
+$910.2K
94,830
+13%
增持
PFE
PFIZER INC
+$899.1K
308,603
+19%
增持
XLK
SELECT SECTOR SPDR TR
+$885.6K
10,651
+21%
增持
GOOGL
ALPHABET INC
+$840.6K
25,052
+8%
建仓
AVSC
AMERICAN CENTY ETF TR
+$797.8K
15,471
减持
PG
PROCTER AND GAMBLE CO
-$747.6K
51,159
-2%
增持
BAC
BANK AMERICA CORP
+$729.8K
111,321
+2%
建仓
IGV
ISHARES TR
+$717.2K
6,550
增持
BLK
BLACKROCK INC
+$708.3K
6,109
+1%
增持
PEP
PEPSICO INC
-$684.1K
55,787
+4%
增持
SPTL
SPDR SERIES TRUST
+$683.0K
3,837,974
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$672.2K
60,419
+6%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$659.3K
121,290
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$610.0K
14,340
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$606.7K
12,576
+10%
增持
—
EXXON MOBIL CORP
-$599.1K
83,789
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$575.1K
4,329
+18%
减持
MUNI
PIMCO ETF TR
-$571.7K
258,972
-4%
建仓
TFI
SPDR SERIES TRUST
+$567.7K
12,708
减持
SLV
ISHARES SILVER TR
-$558.9K
10,573
-64%
减持
VNQ
VANGUARD INDEX FDS
-$556.8K
3,122
-66%
增持
VYM
VANGUARD WHITEHALL FDS
+$554.0K
71,089
+3%
增持
F
FORD MTR CO
+$549.9K
81,569
+144%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$544.5K
210,558
-18%
减持
COP
CONOCOPHILLIPS
-$537.3K
31,970
-1%
清仓
SHW
SHERWIN WILLIAMS CO
-$530.8K
0
-100%
增持
HD
HOME DEPOT INC
+$530.2K
29,131
+5%
减持
NFLX
NETFLIX INC
+$502.7K
1,429
-6%
增持
MTB
M & T BK CORP
+$486.3K
17,928
+7%
增持
BND
VANGUARD BD INDEX FDS
+$462.4K
38,783
+19%
减持
MCD
MCDONALDS CORP
-$461.0K
18,701
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$460.6K
201,747
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$453.0K
266
+13%
增持
HYG
ISHARES TR
+$435.8K
13,461
+63%
增持
USB
US BANCORP DEL
+$423.1K
85,863
+5%
增持
LRCX
LAM RESEARCH CORP
+$405.2K
11,939
+15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$393.4K
7,193
+8%
建仓
SFBS
SERVISFIRST BANCSHARES INC
+$387.6K
5,000
建仓
AVLV
AMERICAN CENTY ETF TR
+$385.3K
5,649
增持
CAT
CATERPILLAR INC
+$380.3K
6,422
+0%
增持
OKE
ONEOK INC NEW
-$380.1K
36,241
+8%
增持
AMAT
APPLIED MATLS INC
+$378.7K
9,206
+2%
增持
VOO
VANGUARD INDEX FDS
+$372.4K
3,712
+10%
建仓
IAGG
ISHARES TR
+$359.0K
7,026
建仓
—
MICROSTRATEGY INC
+$357.3K
2,953
增持
UBER
UBER TECHNOLOGIES INC
+$355.7K
9,731
+28%
增持
VDC
VANGUARD WORLD FD
+$352.7K
4,417
+57%
清仓
AD
UNITED STATES CELLULAR CORP
-$345.8K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$336.9K
167,859
-3%
建仓
UGI
UGI CORP NEW
+$335.6K
9,213
建仓
OLP
ONE LIBERTY PPTYS INC
+$334.4K
14,016
建仓
IAU
ISHARES GOLD TR
+$320.0K
5,131
减持
SPYM
SPDR SERIES TRUST
+$317.0K
45,766
-0%
增持
HYD
VANECK ETF TRUST
+$310.7K
342,410
+4%
增持
NOW
SERVICENOW INC
+$308.9K
1,033
+9%
减持
COWZ
PACER FDS TR
-$305.4K
17,322
-25%
增持
MRK
MERCK & CO INC
-$302.1K
101,408
+9%
增持
T
AT&T INC
+$295.9K
54,847
+20%
建仓
NHI
NATIONAL HEALTH INVS INC
+$295.1K
4,208
建仓
APH
AMPHENOL CORP NEW
+$284.2K
2,878
减持
VEA
VANGUARD TAX-MANAGED FDS
+$283.9K
50,138
-1%
减持
EEM
ISHARES TR
+$283.2K
73,270
-2%
建仓
GEV
GE VERNOVA INC
+$282.6K
534
增持
GOOG
ALPHABET INC
+$281.4K
9,682
+5%
增持
AFL
AFLAC INC
+$281.1K
6,377
+81%
增持
MO
ALTRIA GROUP INC
+$281.0K
117,757
+7%
增持
INTU
INTUIT
+$279.5K
1,273
+8%
建仓
VAW
VANGUARD WORLD FD
+$277.6K
1,425
增持
PANW
PALO ALTO NETWORKS INC
+$276.8K
4,212
+23%
清仓
SGOV
ISHARES TR
-$276.7K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$268.0K
12,706
+1%
清仓
MDAI
SPECTRAL AI INC
-$266.0K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$264.4K
359,425
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$263.4K
2,655
-0%
增持
V
VISA INC
+$262.6K
10,192
+6%
增持
DHR
DANAHER CORPORATION
+$262.3K
3,860
+58%
增持
EMR
EMERSON ELEC CO
+$259.0K
10,617
+1%
建仓
PAVE
GLOBAL X FDS
+$257.5K
5,908
增持
CEG
CONSTELLATION ENERGY CORP
+$256.1K
2,111
+0%
建仓
CLS
CELESTICA INC
+$255.7K
1,638
建仓
GS
GOLDMAN SACHS GROUP INC
+$253.4K
358
建仓
PGR
PROGRESSIVE CORP
+$249.5K
935
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$245.4K
1,700
建仓
AVRE
AMERICAN CENTY ETF TR
+$244.6K
5,538
