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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 66
减持 61
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$128.4M
1,787,833
减持
SCHD
SCHWAB STRATEGIC TR
-$108.2M
5,507,557
-46%
增持
SCHG
SCHWAB STRATEGIC TR
-$47.9M
15,031,527
+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。
增持
VOO
VANGUARD INDEX FDS
+$36.4M
64,918
+1620%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$12.0M
174,460
-23%
增持
SCHV
SCHWAB STRATEGIC TR
+$10.0M
10,217,486
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.1M
7,317,057
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$7.7M
862,566
+0%
增持
—
EXXON MOBIL CORP
+$5.9M
98,224
+10%
增持
IWF
ISHARES TR
+$5.3M
92,599
+28%
增持
COP
CONOCOPHILLIPS
+$5.2M
61,638
+99%
增持
SCHZ
SCHWAB STRATEGIC TR
+$5.0M
7,710,661
+4%
减持
BLK
BLACKROCK INC
-$4.6M
1,684
-71%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$4.6M
279,200
+75%
增持
MDYG
SPDR SERIES TRUST
+$4.2M
321,914
+12%
增持
VGT
VANGUARD WORLD FD
+$3.2M
7,079
+214%
增持
DE
DEERE & CO
+$3.1M
25,296
+6%
减持
VLO
VALERO ENERGY CORP
+$2.9M
41,733
-8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.9M
2,433,536
+4%
增持
VTEI
VANGUARD MUN BD FDS
+$2.9M
190,307
+19%
增持
CWI
SPDR INDEX SHS FDS
+$2.8M
2,300,372
+2%
减持
CVX
CHEVRON CORPORATION
+$2.8M
61,302
-5%
减持
VTEB
VANGUARD MUN BD FDS
-$2.8M
93,553
-37%
减持
IDOG
ALPS ETF TR
+$2.7M
937,466
-1%
增持
MDYV
SPDR SERIES TRUST
+$2.6M
918,268
+3%
增持
SPTL
SPDR SERIES TRUST
+$2.5M
4,314,262
+3%
增持
AAPL
APPLE INC
-$2.5M
147,675
+0%
增持
SLYG
SPDR SERIES TRUST
+$2.3M
333,499
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.1M
36,587
-1%
增持
HYD
VANECK ETF TRUST
+$2.1M
211,755
+26%
减持
AVGO
BROADCOM INC
-$2.0M
45,911
-2%
增持
FAST
FASTENAL CO
+$1.9M
284,389
+1%
减持
PEP
PEPSICO INC
-$1.8M
46,062
-26%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.8M
1,674,613
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.8M
261,521
-13%
增持
IVW
ISHARES TR
-$1.8M
187,275
+1%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
50,447
-1%
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
59,906
+58%
减持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
210,476
-5%
减持
EOG
EOG RES INC
+$1.5M
40,066
-1%
增持
IWS
ISHARES TR
+$1.5M
114,135
+6%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
92,691
-2%
减持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
1,076,937
-3%
建仓
IBTH
ISHARES TR
+$1.3M
59,890
增持
TLH
ISHARES TR
+$1.3M
105,266
+16%
减持
IWP
ISHARES TR
-$1.3M
111,789
-2%
减持
HD
HOME DEPOT INC
-$1.2M
28,833
-7%
减持
MUB
ISHARES TR
-$1.2M
495,654
-1%
增持
TSLA
TESLA INC
-$1.2M
16,115
+1%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.2M
22,396
减持
QCOM
QUALCOMM INC
-$1.2M
22,600
-5%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.1M
1,241,164
-1%
减持
SLDE
SLIDE INS HLDGS INC
-$1.1M
119,029
-29%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.0M
61,065
-13%
减持
VOT
VANGUARD INDEX FDS
-$1.0M
45,734
-0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$990.3K
10,247
-4%
增持
GE
GE AEROSPACE
+$989.0K
5,795
+172%
减持
FMB
FIRST TR EXCH TRADED FD III
-$987.4K
842,907
-1%
增持
GEV
GE VERNOVA INC
+$982.0K
1,536
+180%
增持
MSFT
MICROSOFT CORP
-$960.9K
51,692
+24%
减持
—
ACCENTURE PLC IRELAND
-$940.5K
1,613
-66%
增持
CAT
CATERPILLAR INC
+$929.0K
6,850
+0%
减持
UPS
UNITED PARCEL SVCS INC
-$912.2K
51,129
-15%
增持
VXUS
VANGUARD STAR FDS
+$891.4K
449,329
+0%
减持
BAC
BANK AMERICA CORP
-$880.4K
107,237
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$869.7K
17,100
+17%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$826.4K
14,389
-4%
减持
TGT
TARGET CORP
-$810.3K
2,905
-76%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$809.5K
20,335
减持
F
FORD MTR CO
-$793.7K
23,977
-71%
增持
AMAT
APPLIED MATLS INC
+$788.8K
8,999
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$761.1K
190,877
-1%
增持
LLY
ELI LILLY & CO
-$725.7K
6,284
+4%
减持
JNJ
JOHNSON & JOHNSON
+$716.5K
43,955
-9%
减持
MUNI
PIMCO ETF TR
-$688.8K
215,876
-5%
增持
AMZN
AMAZON COM INC
-$680.9K
53,248
+4%
减持
DFSV
DIMENSIONAL ETF TRUST
+$671.9K
413,787
-2%
减持
SUB
ISHARES TR
-$660.5K
46,116
-12%
增持
RTX
RTX CORPORATION
+$644.2K
10,397
+40%
减持
PSX
PHILLIPS 66
+$629.0K
13,644
-5%
减持
OKE
ONEOK INC NEW
+$606.6K
43,681
-4%
增持
GOOGL
ALPHABET INC
-$591.6K
25,700
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$588.9K
16,394
-15%
减持
ABT
ABBOTT LABORATORIES
-$567.8K
17,978
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$561.5K
5,219
-13%
减持
KO
COCA COLA CO
+$556.6K
173,037
-4%
增持
NFLX
NETFLIX INC.
+$534.5K
21,315
+32%
清仓
APP
APPLOVIN CORP
-$529.6K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$526.8K
18,760
-43%
增持
DON
WISDOMTREE TR
+$519.2K
233,065
+3%
减持
AGG
ISHARES TR
-$517.9K
76,250
-6%
增持
XYLD
GLOBAL X FDS
+$515.8K
108,022
+18%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$512.8K
206,723
-5%
增持
VB
VANGUARD INDEX FDS
+$506.0K
4,078
+87%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$487.4K
2,128
增持
FPE
FIRST TR EXCH TRADED FD III
+$485.5K
125,137
+31%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$485.1K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$468.2K
0
-100%
增持
ORCL
ORACLE CORP
-$466.5K
22,031
+16%
增持
WMT
WALMART INC
+$453.6K
31,420
+1%
清仓
CLS
CELESTICA INC
-$451.7K
0
-100%
减持
PFE
PFIZER INC
+$450.2K
241,169
-5%
建仓
IGM
ISHARES TR
+$446.3K
3,766
增持
QQQ
INVESCO QQQ TR
-$431.1K
12,043
+0%
减持
USB
US BANCORP
-$428.8K
85,641
-6%
减持
DFAX
DIMENSIONAL ETF TRUST
-$416.2K
18,876
-42%
减持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$414.6K
344,467
-3%
增持
PG
PROCTER & GAMBLE CO
+$408.2K
53,904
+5%
增持
V
VISA INC
-$405.5K
12,477
+5%
减持
BKH
BLACK HILLS CORP
-$402.5K
20,022
-22%
清仓
—
EA SERIES TRUST
-$398.6K
0
-100%
减持
IWV
ISHARES TR
-$396.1K
976
-50%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$385.4K
5,188
+2%
增持
VDE
VANGUARD WORLD FD
+$380.7K
5,513
+21%
建仓
SMH
VANECK ETF TRUST
+$379.2K
989
增持
BIV
VANGUARD BD INDEX FDS
+$371.6K
112,934
+5%
减持
PM
PHILIP MORRIS INTL INC
-$365.8K
8,391
-23%
清仓
FHI
FEDERATED HERMES INC
-$364.5K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$357.5K
6,349
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$355.2K
3,864
-38%
减持
UGI
UGI CORP NEW
-$350.7K
5,740
-62%
清仓
B
BARRICK MNG CORP
-$339.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$338.7K
395,348
+3%
增持
—
LINDE PLC
+$338.6K
4,370
+2%
增持
META
META PLATFORMS INC
-$336.5K
6,970
+6%
减持
DHR
DANAHER CORP DEL
-$332.2K
2,854
-25%
清仓
—
EA SERIES TRUST
-$325.2K
0
-100%
清仓
NHI
NATIONAL HEALTH INVS INC
-$321.4K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$321.3K
788
增持
MPC
MARATHON PETE CORP
+$321.2K
3,783
+2%
增持
DELL
DELL TECHNOLOGIES INC
+$312.1K
4,310
+37%
减持
AMD
ADVANCED MICRO DEVICES INC
-$301.3K
11,212
-7%
增持
EFV
ISHARES TR
+$299.9K
96,298
+0%
减持
VTI
VANGUARD INDEX FDS
-$297.8K
10,395
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$290.6K
21,265
-2%
清仓
OLP
ONE LIBERTY PPTYS INC
-$284.4K
0
-100%
增持
IWO
ISHARES TR
-$273.9K
54,775
+1%
减持
VUG
VANGUARD INDEX FDS
-$270.5K
2,008
-15%
清仓
MTG
MGIC INVT CORP WIS
-$267.0K
0
-100%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$266.4K
0
-100%
增持
MMCA
NEW YORK LIFE INVTS ACTIVE E
+$262.0K
27,345
+82%
增持
XLE
SELECT SECTOR SPDR TR
+$261.0K
14,679
+3%
建仓
SM
SM ENERGY COMPANY
+$260.2K
8,344
增持
COHR
COHERENT CORP
+$258.0K
4,803
+0%
增持
ADBE
ADOBE INC
-$256.3K
6,162
+23%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$251.1K
25,503
+72%
增持
VTV
VANGUARD INDEX FDS
+$250.5K
41,301
+0%
减持
GPC
GENUINE PARTS CO
-$247.3K
11,134
-4%
增持
VDC
VANGUARD WORLD FD
+$246.0K
3,694
+34%
建仓
SNDK
SANDISK CORP
+$245.9K
387
