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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 66
减持 57
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$47.0M
2,251,106
+73%
增持
AVEM
AMERICAN CENTY ETF TR
+$41.6M
1,050,626
+93%
减持
SCHG
SCHWAB STRATEGIC TR
+$34.9M
15,014,311
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。
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$32.8M
1,582,620
+75%
增持
MDYV
SPDR SERIES TRUST
+$32.0M
834,328
+76%
增持
MUB
ISHARES TR
+$31.1M
458,812
+170%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$28.1M
1,160,184
+89%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$26.9M
190,275
-86%
减持
HYMB
SPDR SERIES TRUST
-$25.1M
1,706,229
-37%
增持
SCHV
SCHWAB STRATEGIC TR
+$18.2M
10,079,785
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$16.7M
6,677,104
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$15.2M
9,739,675
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$10.1M
831,724
+4%
增持
AAPL
APPLE INC
+$9.4M
148,149
+7%
增持
NVDA
NVIDIA CORPORATION
+$7.7M
93,958
+51%
减持
HYD
VANECK ETF TRUST
-$7.1M
197,643
-42%
增持
SPTL
SPDR SERIES TRUST
+$6.6M
4,028,364
+5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$6.2M
7,183,067
+3%
减持
CWI
SPDR INDEX SHS FDS
+$4.4M
2,366,018
-1%
清仓
SCHP
SCHWAB STRATEGIC TR
-$4.2M
0
-100%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$4.2M
0
-100%
清仓
DFLV
DIMENSIONAL ETF TRUST
-$4.1M
0
-100%
增持
FMB
FIRST TR EXCH TRADED FD III
+$4.0M
899,949
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$3.8M
19,324
+52%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.7M
415,590
-24%
增持
MDYG
SPDR SERIES TRUST
+$3.5M
245,430
+12%
增持
SLYG
SPDR SERIES TRUST
+$3.5M
292,254
+8%
增持
MSFT
MICROSOFT CORP
+$2.8M
46,009
+9%
增持
ABBV
ABBVIE INC
+$2.8M
57,846
+1%
减持
IWF
ISHARES TR
+$2.5M
78,771
-3%
增持
TSLA
TESLA INC
+$2.1M
15,902
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
234,504
-1%
增持
GOOGL
ALPHABET INC
+$1.8M
25,760
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
48,897
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
388,750
+8%
减持
FAST
FASTENAL CO
+$1.7M
279,017
-2%
增持
VLO
VALERO ENERGY CORP
+$1.7M
45,916
+1%
增持
HD
HOME DEPOT INC
+$1.7M
30,435
+4%
减持
DE
DEERE & CO
-$1.6M
23,744
-3%
减持
IWO
ISHARES TR
+$1.5M
53,922
-2%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
1
-67%
减持
VXUS
VANGUARD STAR FDS
+$1.4M
469,621
-2%
减持
IVW
ISHARES TR
+$1.3M
190,149
-3%
减持
PFE
PFIZER INC
-$1.3M
241,576
-22%
减持
SLYV
SPDR SERIES TRUST
+$1.3M
196,682
-3%
增持
CVX
CHEVRON CORP NEW
+$1.2M
64,526
+5%
减持
IDOG
ALPS ETF TR
+$1.2M
965,273
-1%
减持
IVV
ISHARES TR
-$1.2M
1,737
-54%
增持
QQQ
INVESCO QQQ TR
+$1.2M
11,729
+11%
增持
MRK
MERCK & CO INC
+$1.2M
109,670
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
8,872
+166%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
51,684
-2%
增持
VHT
VANGUARD WORLD FD
+$1.1M
6,380
+164%
减持
ORCL
ORACLE CORP
+$1.0M
17,959
-2%
增持
META
META PLATFORMS INC
+$999.1K
7,372
+23%
增持
VIS
VANGUARD WORLD FD
+$996.1K
4,917
+199%
减持
AVGO
BROADCOM INC
+$991.6K
47,446
-11%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$967.3K
1,973
减持
VBK
VANGUARD INDEX FDS
+$864.6K
54,585
-2%
增持
TXN
TEXAS INSTRS INC
-$857.3K
50,976
+4%
减持
DFAE
DIMENSIONAL ETF TRUST
+$844.7K
492,014
-3%
增持
—
EXXON MOBIL CORP
+$813.6K
87,327
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$791.0K
265,531
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$790.6K
15,830
-45%
增持
UPS
UNITED PARCEL SERVICE INC
-$790.6K
47,869
+1%
减持
SPYV
SPDR SERIES TRUST
+$778.7K
562,989
-3%
减持
DFSV
DIMENSIONAL ETF TRUST
+$770.6K
420,357
-2%
减持
MO
ALTRIA GROUP INC
+$703.1K
115,156
-2%
增持
VDE
VANGUARD WORLD FD
+$700.1K
7,924
+218%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$696.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$668.1K
213,828
+6%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$662.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$652.4K
5,801
+34%
减持
GOOG
ALPHABET INC
+$608.5K
9,550
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$608.4K
21,142
-42%
增持
VDC
VANGUARD WORLD FD
+$564.4K
7,167
+62%
增持
DON
WISDOMTREE TR
+$564.4K
232,660
+0%
增持
PEP
PEPSICO INC
+$536.6K
56,271
+1%
减持
CAT
CATERPILLAR INC
+$530.0K
6,336
-1%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$513.8K
124,688
+3%
减持
IWS
ISHARES TR
+$507.4K
111,756
-2%
增持
KO
COCA COLA CO
-$485.7K
178,388
+2%
增持
BAC
BANK AMERICA CORP
+$482.7K
111,464
+0%
减持
IWP
ISHARES TR
-$477.0K
116,981
-5%
增持
USB
US BANCORP DEL
+$471.6K
90,148
+5%
清仓
VTIP
VANGUARD MALVERN FDS
-$466.3K
0
-100%
增持
AMGN
AMGEN INC
+$464.0K
30,483
+5%
减持
AGG
ISHARES TR
-$463.6K
84,813
-6%
减持
DFAX
DIMENSIONAL ETF TRUST
-$444.1K
44,290
-29%
减持
VTEB
VANGUARD MUN BD FDS
-$440.5K
155,575
-7%
增持
UBER
UBER TECHNOLOGIES INC
+$424.3K
13,598
+40%
增持
AMZN
AMAZON COM INC
+$424.1K
50,299
+4%
减持
EFV
ISHARES TR
+$422.1K
102,565
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$421.3K
43,173
+47%
减持
LRCX
LAM RESEARCH CORP
+$419.6K
11,813
-1%
减持
IWN
ISHARES TR
+$418.2K
32,165
-4%
清仓
RSG
REPUBLIC SVCS INC
-$415.4K
0
-100%
减持
TJX
TJX COS INC NEW
+$415.3K
19,989
-0%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$408.6K
2,154
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$392.3K
5,204
-28%
减持
BLK
BLACKROCK INC
+$383.2K
5,826
-5%
增持
VTI
VANGUARD INDEX FDS
+$368.8K
10,864
+3%
清仓
GIS
GENERAL MLS INC
-$355.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$354.6K
15,044
-4%
增持
GLD
SPDR GOLD TR
+$348.6K
6,595
+1%
增持
VGT
VANGUARD WORLD FD
+$346.4K
3,510
+2%
清仓
CI
THE CIGNA GROUP
-$345.5K
0
-100%
减持
MUNI
PIMCO ETF TR
-$344.2K
247,831
-4%
建仓
HSY
HERSHEY CO
+$344.0K
1,839
减持
EEM
ISHARES TR
+$343.3K
72,619
-1%
减持
VTV
VANGUARD INDEX FDS
+$339.2K
41,878
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$336.7K
69,478
+15%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$327.6K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$325.6K
8,281
-25%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$322.6K
163,165
+3%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$316.5K
174,742
-17%
减持
BIV
VANGUARD BD INDEX FDS
-$314.4K
110,623
-4%
增持
SCHA
SCHWAB STRATEGIC TR
+$304.4K
34,351
+33%
减持
IEMG
ISHARES INC
+$298.5K
162,186
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$297.9K
1,993
+27%
增持
NOW
SERVICENOW INC
+$295.2K
1,475
+43%
建仓
SLDE
SLIDE INS HLDGS INC
+$291.2K
18,450
减持
AJG
GALLAGHER ARTHUR J & CO
-$287.7K
1,876
-31%
清仓
ESS
ESSEX PPTY TR INC
-$284.8K
0
-100%
增持
MTB
M & T BK CORP
+$279.5K
19,013
+6%
建仓
COIN
COINBASE GLOBAL INC
+$277.8K
823
清仓
VAW
VANGUARD WORLD FD
-$277.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$260.9K
6,037
+8%
增持
VIGI
VANGUARD WHITEHALL FDS
+$251.8K
195,956
+2%
清仓
CHE
CHEMED CORP NEW
-$247.4K
0
-100%
减持
APP
APPLOVIN CORP
+$245.1K
786
-14%
减持
VLUE
ISHARES TR
+$244.9K
29,094
-3%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$241.0K
0
-100%
增持
ADBE
ADOBE INC
+$240.4K
4,533
+29%
增持
VOO
VANGUARD INDEX FDS
+$235.6K
3,828
+3%
减持
VBR
VANGUARD INDEX FDS
+$232.8K
17,802
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$232.2K
6,009
+67%
增持
V
VISA INC
+$231.1K
11,277
+11%
减持
HUBB
HUBBELL INC
-$227.5K
2,163
-24%
减持
VOT
VANGUARD INDEX FDS
+$226.7K
48,104
-2%
清仓
FNDE
SCHWAB STRATEGIC TR
-$225.8K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$221.6K
0
-100%
建仓
DKS
DICKS SPORTING GOODS INC
+$215.3K
969
清仓
BAX
BAXTER INTL INC
-$214.9K
0
-100%
建仓
IVLU
ISHARES TR
+$214.0K
6,031
减持
VOE
VANGUARD INDEX FDS
+$213.1K
54,309
-4%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$213.1K
1,585
建仓
BP
BP PLC
+$211.8K
6,146
增持
AVGE
AMERICAN CENTY ETF TR
+$209.7K
10,366
+23%
建仓
RY
ROYAL BK CDA
+$207.4K
1,408
