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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 55
减持 61
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SCHF
SCHWAB STRATEGIC TR
+$17.6M
7,198,276
+8%
增持
SCHD
SCHWAB STRATEGIC TR
+$11.3M
10,106,223
+4%
增持
SCHV
SCHWAB STRATEGIC TR
+$8.2M
10,187,907
+1%
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
SCHG
SCHWAB STRATEGIC TR
+$6.6M
14,890,533
-1%
增持
AVEM
AMERICAN CENTY ETF TR
+$6.5M
1,108,899
+6%
增持
MDYV
SPDR SERIES TRUST
+$6.0M
893,442
+7%
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.5M
7,447,340
+4%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$5.3M
353,799
增持
MUB
ISHARES TR
+$5.0M
502,707
+10%
增持
COST
COSTCO WHSL CORP NEW
+$4.8M
10,692
+126%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.8M
858,771
+3%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.6M
1,251,400
+8%
增持
MDYG
SPDR SERIES TRUST
+$4.2M
288,467
+18%
减持
DFAC
DIMENSIONAL ETF TRUST
-$4.1M
301,378
-27%
减持
MSFT
MICROSOFT CORP
-$3.7M
41,553
-10%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$3.1M
2,329,725
+3%
增持
SLDE
SLIDE INS HLDGS INC
+$3.0M
168,368
+813%
减持
IWF
ISHARES TR
-$2.8M
72,138
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.7M
217,376
-18%
增持
MRK
MERCK & CO INC
+$2.5M
111,587
+2%
增持
SPTL
SPDR SERIES TRUST
+$2.4M
4,191,106
+4%
增持
FAST
FASTENAL CO
-$2.3M
282,709
+1%
增持
SLYG
SPDR SERIES TRUST
+$2.3M
317,341
+9%
减持
AAPL
APPLE INC
+$2.3M
147,060
-1%
减持
IDOG
ALPS ETF TR
+$2.0M
942,845
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.9M
59,908
+25%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.9M
854,387
-5%
增持
LLY
ELI LILLY & CO
+$1.9M
6,054
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.8M
1,626,978
+3%
减持
GOOGL
ALPHABET INC
+$1.7M
25,501
-1%
增持
CASY
CASEYS GEN STORES INC
+$1.7M
7,176
+75%
增持
HD
HOME DEPOT INC
-$1.6M
31,165
+2%
增持
AMGN
AMGEN INC
+$1.5M
31,015
+2%
减持
HYD
VANECK ETF TRUST
-$1.5M
167,591
-15%
清仓
—
ISHARES TR
-$1.3M
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$1.3M
45,816
-5%
增持
ORCL
ORACLE CORP
-$1.3M
19,021
+6%
减持
CWI
SPDR INDEX SHS FDS
-$1.3M
2,264,574
-4%
减持
CSCO
CISCO SYS INC
+$1.2M
144,312
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
225,257
-4%
减持
META
META PLATFORMS INC
-$1.1M
6,551
-11%
增持
PEP
PEPSICO INC
+$1.1M
62,583
+11%
减持
HYMB
SPDR SERIES TRUST
-$1.1M
1,662,419
-3%
减持
MUNI
PIMCO ETF TR
-$1.0M
228,113
-8%
减持
IWP
ISHARES TR
-$995.1K
114,388
-2%
减持
JNJ
JOHNSON & JOHNSON
+$961.2K
48,455
-1%
减持
VDC
VANGUARD WORLD FD
-$948.1K
2,763
-61%
减持
VGT
VANGUARD WORLD FD
-$918.5K
2,258
-36%
增持
CAT
CATERPILLAR INC
+$900.6K
6,849
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$887.7K
74,548
+7%
增持
—
EXXON MOBIL CORP
+$886.4K
89,184
+2%
增持
MO
ALTRIA GROUP INC
-$859.7K
117,022
+2%
减持
VIS
VANGUARD WORLD FD
-$850.8K
2,031
-59%
减持
VBK
VANGUARD INDEX FDS
-$831.5K
51,022
-7%
减持
VTEI
VANGUARD MUN BD FDS
-$823.4K
159,973
-5%
减持
ABT
ABBOTT LABS
-$791.7K
19,264
-20%
增持
KO
COCA COLA CO
+$772.2K
180,273
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$769.7K
3,303
-40%
减持
VHT
VANGUARD WORLD FD
-$768.4K
3,085
-52%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$755.4K
2
+100%
减持
SUB
ISHARES TR
-$746.4K
52,220
-12%
减持
VXUS
VANGUARD STAR FDS
-$742.0K
447,460
-5%
增持
GOOG
ALPHABET INC
+$728.7K
9,734
+2%
增持
AMZN
AMAZON COM INC
+$726.7K
50,996
+1%
减持
PG
PROCTER AND GAMBLE CO
-$708.8K
51,481
-2%
清仓
—
ISHARES TR
-$674.5K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$618.2K
12,057
-1%
减持
AVGO
BROADCOM INC
+$602.6K
46,968
-1%
增持
GLD
SPDR GOLD TR
+$576.1K
7,369
+12%
增持
BLK
BLACKROCK INC
-$533.4K
5,848
+0%
增持
USB
US BANCORP DEL
+$526.1K
91,510
+2%
减持
VBR
VANGUARD INDEX FDS
-$506.0K
15,154
-15%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$500.2K
3,546
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$497.9K
21,189
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$497.1K
21,005
增持
WMT
WALMART INC
+$483.6K
30,978
+8%
增持
OKE
ONEOK INC NEW
+$481.8K
45,466
+16%
清仓
—
PREMIER INC
-$472.5K
0
-100%
减持
SPYV
SPDR SERIES TRUST
-$472.4K
540,007
-4%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$471.9K
31,411
-53%
减持
AMAT
APPLIED MATLS INC
+$464.4K
8,899
-0%
减持
IWS
ISHARES TR
-$457.5K
107,419
-4%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$451.1K
171,499
-10%
减持
VLO
VALERO ENERGY CORP
-$450.3K
45,257
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$448.0K
70,271
+3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$443.1K
420,408
+0%
减持
DON
WISDOMTREE TR
-$442.1K
227,248
-2%
减持
LRCX
LAM RESEARCH CORP
+$427.6K
11,738
-1%
减持
VDE
VANGUARD WORLD FD
-$424.0K
4,553
-43%
增持
TXN
TEXAS INSTRS INC
-$417.7K
51,577
+1%
减持
AGG
ISHARES TR
-$415.2K
80,970
-5%
增持
KMB
KIMBERLY-CLARK CORP
-$413.7K
26,841
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$411.5K
5,066
-3%
减持
IXUS
ISHARES TR
-$399.6K
14,732
-26%
建仓
—
EA SERIES TRUST
+$398.6K
13,980
建仓
STXK
EA SERIES TRUST
+$397.7K
11,955
增持
VZ
VERIZON COMMUNICATIONS INC
-$388.6K
221,191
+3%
建仓
—
TOTALENERGIES SE
+$388.0K
5,931
清仓
PJAN
INNOVATOR ETFS TRUST
-$375.6K
0
-100%
减持
SO
SOUTHERN CO
-$358.5K
38,836
-2%
减持
BAC
BANK AMERICA CORP
+$357.7K
111,058
-0%
建仓
VCR
VANGUARD WORLD FD
+$349.4K
887
清仓
—
TOTALENERGIES SE
-$348.3K
0
-100%
清仓
—
ISHARES TR
-$348.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$340.0K
37,050
-2%
增持
QQQ
INVESCO QQQ TR
+$340.0K
12,017
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$332.4K
32,306
-27%
增持
XLK
SELECT SECTOR SPDR TR
+$327.6K
21,648
+119%
建仓
MMCA
NEW YORK LIFE INVTS ACTIVE E
+$327.5K
15,006
减持
LMT
LOCKHEED MARTIN CORP
-$327.3K
19,268
-0%
增持
V
VISA INC
+$326.7K
11,909
+6%
建仓
—
EA SERIES TRUST
+$325.2K
10,431
减持
VTEB
VANGUARD MUN BD FDS
-$324.4K
148,443
-5%
减持
EFA
ISHARES TR
-$307.4K
11,166
-24%
清仓
CL
COLGATE PALMOLIVE CO
-$307.4K
0
-100%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$302.4K
17,428
减持
SLYV
SPDR SERIES TRUST
-$294.1K
188,433
-4%
减持
BIV
VANGUARD BD INDEX FDS
-$293.9K
107,148
-3%
增持
MU
MICRON TECHNOLOGY INC
+$291.8K
2,160
+11%
增持
SLV
ISHARES SILVER TR
+$290.8K
12,155
+5%
清仓
PAPR
INNOVATOR ETFS TRUST
-$286.1K
0
-100%
建仓
USIG
ISHARES TR
+$282.7K
5,461
清仓
—
DUPONT DE NEMOURS INC
-$282.6K
0
-100%
增持
NFLX
NETFLIX INC
-$282.2K
16,158
+978%
增持
DE
DEERE & CO
+$280.1K
23,922
+1%
减持
IEMG
ISHARES INC
-$277.9K
154,915
-4%
清仓
COIN
COINBASE GLOBAL INC
-$277.8K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
-$276.3K
467,819
-5%
增持
ISRG
INTUITIVE SURGICAL INC
+$269.0K
1,950
+4%
建仓
UL
UNILEVER PLC
+$266.0K
4,068
减持
IDEV
ISHARES TR
-$263.6K
7,661
-31%
清仓
—
UNILEVER PLC
-$258.5K
0
-100%
清仓
POCT
INNOVATOR ETFS TRUST
-$256.5K
0
-100%
减持
GPC
GENUINE PARTS CO
-$253.7K
11,587
-4%
增持
UGI
UGI CORP NEW
+$253.3K
14,953
+62%
建仓
WDC
WESTERN DIGITAL CORP
+$250.0K
1,451
清仓
XLI
SELECT SECTOR SPDR TR
-$249.4K
0
-100%
清仓
AWR
AMER STATES WTR CO
-$245.3K
0
-100%
增持
RTX
RTX CORPORATION
+$244.3K
7,422
+11%
建仓
XRPC
CANARY XRP ETF
+$244.0K
12,546
减持
IJH
ISHARES TR
-$242.0K
17,927
-18%
减持
PH
PARKER-HANNIFIN CORP
+$236.8K
2,010
-0%
建仓
AVDE
AMERICAN CENTY ETF TR
+$236.2K
2,869
建仓
GM
GENERAL MTRS CO
+$235.4K
2,895
增持
MA
MASTERCARD INCORPORATED
+$235.4K
2,498
+19%
减持
ABBV
ABBVIE INC
-$235.1K
57,589
-0%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$233.6K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$230.4K
0
-100%
增持
AVGE
AMERICAN CENTY ETF TR
+$226.5K
12,701
+23%
清仓
CALM
CAL MAINE FOODS INC
-$224.8K
0
-100%
