Avantax Planning Partners, Inc.
DUBUQUE IA · SEC CIK 0001005441
$36.42亿2026Q1 申报市值
435持仓数
49.9%前十大占比 · 第一大 12.0%
26 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JPEF 新建仓+$1.28亿
VOO 加仓+$3,653.62万
IWF 加仓+$872.46万
SCHZ 加仓+$611.43万
JPIB 加仓+$496.42万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$1.41亿
VIG 减仓-$1,092.44万
BLK 减仓-$400.39万
VTEB 减仓-$273.85万
AVEM 减仓-$257.55万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $133.69万 | 0.04% | 10,204 | 440 | 4.5% | $5.76万 | 加仓 |
| GEV | GE VERNOVA INC | $134.08万 | 0.04% | 1,536 | 987 | 179.8% | $86.16万 | 加仓 |
| IBTH | ISHARES TR | $134.33万 | 0.04% | 59,890 | 59,890 | — | $134.33万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $136.36万 | 0.04% | 18,760 | -14,124 | -43.0% | -$102.67万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $138.69万 | 0.04% | 30,105 | 1,913 | 6.8% | $8.81万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $138.73万 | 0.04% | 8,391 | -2,539 | -23.2% | -$41.98万 | 减仓 |
| BKH | BLACK HILLS CORP | $138.98万 | 0.04% | 20,022 | -5,795 | -22.4% | -$40.22万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $139.86万 | 0.04% | 19,444 | 4,040 | 26.2% | $29.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $141.22万 | 0.04% | 5,219 | -760 | -12.7% | -$20.56万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $147.48万 | 0.04% | 31,029 | -98 | -0.3% | -$4,658 | 减仓 |
| SDY | SPDR SERIES TRUST | $147.57万 | 0.04% | 10,112 | -167 | -1.6% | -$2.44万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.80万 | 0.04% | 4,118 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $148.92万 | 0.04% | 7,978 | 1,739 | 27.9% | $32.46万 | 加仓 |
| ADBE | ADOBE INC | $149.79万 | 0.04% | 6,162 | 1,150 | 22.9% | $27.96万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $150.41万 | 0.04% | 357 | 58 | 19.4% | $24.44万 | 加仓 |
| SUSA | ISHARES TR | $153.87万 | 0.04% | 11,648 | -127 | -1.1% | -$1.68万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.06万 | 0.04% | 10,942 | 1,910 | 21.1% | $27.94万 | 加仓 |
| BLK | BLACKROCK INC | $161.93万 | 0.04% | 1,684 | -4,164 | -71.2% | -$400.39万 | 减仓 |
| GE | GE AEROSPACE | $164.45万 | 0.05% | 5,795 | 3,667 | 172.3% | $104.06万 | 加仓 |
| MCK | MCKESSON CORP | $165.61万 | 0.05% | 1,914 | -2 | -0.1% | -$1,731 | 减仓 |
| WSBC | WESBANCO INC | $166.78万 | 0.05% | 48,357 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $170.87万 | 0.05% | 6,890 | -105 | -1.5% | -$2.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $171.80万 | 0.05% | 18,497 | 63 | 0.3% | $5,851 | 加仓 |
| IVE | ISHARES TR | $178.46万 | 0.05% | 8,452 | 583 | 7.4% | $12.31万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $179.96万 | 0.05% | 19,096 | -509 | -2.6% | -$4.80万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $181.10万 | 0.05% | 166,453 | -3,840 | -2.3% | -$4.18万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $181.23万 | 0.05% | 8,482 | -3,256 | -27.7% | -$69.57万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $181.45万 | 0.05% | 2,027 | 17 | 0.8% | $1.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $184.58万 | 0.05% | 17,978 | -1,286 | -6.7% | -$13.20万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $192.21万 | 0.05% | 77,596 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $197.28万 | 0.05% | 19,606 | -11 | -0.1% | -$1,107 | 减仓 |
| RTX | RTX CORPORATION | $200.55万 | 0.06% | 10,397 | 2,975 | 40.1% | $57.39万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $204.16万 | 0.06% | 28,451 | 303 | 1.1% | $2.17万 | 加仓 |
| NFLX | NETFLIX INC. | $204.94万 | 0.06% | 21,315 | 5,157 | 31.9% | $49.58万 | 加仓 |
| IWD | ISHARES TR | $211.79万 | 0.06% | 9,912 | -13 | -0.1% | -$2,778 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $214.25万 | 0.06% | 119,029 | -49,339 | -29.3% | -$88.81万 | 减仓 |
| LIN | LINDE PLC | $216.63万 | 0.06% | 4,370 | 84 | 2.0% | $4.16万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $222.12万 | 0.06% | 125,137 | 29,873 | 31.4% | $53.02万 | 加仓 |
| DHS | WISDOMTREE TR | $226.20万 | 0.06% | 20,710 | -1,870 | -8.3% | -$20.42万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $228.09万 | 0.06% | 11,212 | -845 | -7.0% | -$17.19万 | 减仓 |
| IDV | ISHARES TR | $232.43万 | 0.06% | 54,612 | -801 | -1.4% | -$3.41万 | 减仓 |
| PSX | PHILLIPS 66 | $248.56万 | 0.07% | 13,644 | -744 | -5.2% | -$13.55万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $255.02万 | 0.07% | 5,188 | 122 | 2.4% | $6.00万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $272.08万 | 0.07% | 28,204 | 1,363 | 5.1% | $13.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $282.61万 | 0.08% | 21,265 | -383 | -1.8% | -$5.09万 | 减仓 |
| QCOM | QUALCOMM INC | $291.04万 | 0.08% | 22,600 | -1,179 | -5.0% | -$15.18万 | 减仓 |
| GOOG | ALPHABET INC | $291.29万 | 0.08% | 10,155 | 421 | 4.3% | $12.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $295.79万 | 0.08% | 46,159 | 916 | 2.0% | $5.87万 | 加仓 |
| GLD | SPDR GOLD TR | $302.45万 | 0.08% | 7,029 | -340 | -4.6% | -$14.63万 | 减仓 |
| AMAT | APPLIED MATLS INC | $307.58万 | 0.08% | 8,999 | 100 | 1.1% | $3.42万 | 加仓 |
| TJX | TJX COS INC NEW | $320.26万 | 0.09% | 20,054 | 72 | 0.4% | $1.15万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $320.99万 | 0.09% | 35,622 | 233 | 0.7% | $2.10万 | 加仓 |
| ORCL | ORACLE CORP | $324.09万 | 0.09% | 22,031 | 3,010 | 15.8% | $44.28万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $326.01万 | 0.09% | 15,006 | -148 | -1.0% | -$3.22万 | 减仓 |
| SO | SOUTHERN CO | $327.93万 | 0.09% | 33,976 | -4,860 | -12.5% | -$46.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $333.47万 | 0.09% | 10,395 | -439 | -4.1% | -$14.08万 | 减仓 |
| EEM | ISHARES TR | $341.31万 | 0.09% | 60,100 | -6,718 | -10.1% | -$38.15万 | 减仓 |
| VLUE | ISHARES TR | $363.62万 | 0.10% | 25,573 | -96 | -0.4% | -$1.37万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $367.15万 | 0.10% | 47,968 | 2,999 | 6.7% | $22.95万 | 加仓 |
| V | VISA INC | $377.10万 | 0.10% | 12,477 | 568 | 4.8% | $17.17万 | 加仓 |
| MTB | M & T BK CORP | $379.04万 | 0.10% | 18,336 | -1,025 | -5.3% | -$21.19万 | 减仓 |
| WMT | WALMART INC | $390.49万 | 0.11% | 31,420 | 442 | 1.4% | $5.49万 | 加仓 |
| OKE | ONEOK INC NEW | $394.84万 | 0.11% | 43,681 | -1,785 | -3.9% | -$16.13万 | 减仓 |
| META | META PLATFORMS INC | $398.78万 | 0.11% | 6,970 | 419 | 6.4% | $23.97万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $406.09万 | 0.11% | 168,469 | -3,030 | -1.8% | -$7.30万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $406.64万 | 0.11% | 67,047 | -7,501 | -10.1% | -$45.49万 | 减仓 |
| XYLD | GLOBAL X FDS | $422.69万 | 0.12% | 108,022 | 16,684 | 18.3% | $65.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $441.15万 | 0.12% | 59,906 | 21,992 | 58.0% | $161.95万 | 加仓 |
| USB | US BANCORP | $445.42万 | 0.12% | 85,641 | -5,869 | -6.4% | -$30.52万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $466.74万 | 0.13% | 93,553 | -54,890 | -37.0% | -$273.85万 | 减仓 |
| CAT | CATERPILLAR INC | $485.28万 | 0.13% | 6,850 | 1 | 0.0% | $708 | 加仓 |
| SUB | ISHARES TR | $491.14万 | 0.13% | 46,116 | -6,104 | -11.7% | -$65.01万 | 减仓 |
| VGT | VANGUARD WORLD FD | $493.93万 | 0.14% | 7,079 | 4,821 | 213.5% | $336.38万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $503.00万 | 0.14% | 51,129 | -8,779 | -14.7% | -$86.37万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $522.31万 | 0.14% | 7,176 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $522.78万 | 0.14% | 107,237 | -3,821 | -3.4% | -$18.63万 | 减仓 |
| MCD | MCDONALDS CORP | $561.44万 | 0.15% | 18,065 | 26 | 0.1% | $8,080 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $572.16万 | 0.16% | 344,467 | -9,332 | -2.6% | -$15.50万 | 减仓 |
| LLY | ELI LILLY & CO | $578.01万 | 0.16% | 6,284 | 230 | 3.8% | $21.16万 | 加仓 |
| EOG | EOG RES INC | $579.23万 | 0.16% | 40,066 | -394 | -1.0% | -$5.70万 | 减仓 |
| IWN | ISHARES TR | $579.87万 | 0.16% | 30,585 | -1,530 | -4.8% | -$29.01万 | 减仓 |
| TSLA | TESLA INC | $599.08万 | 0.16% | 16,115 | 113 | 0.7% | $4.20万 | 加仓 |
| PFE | PFIZER INC | $677.20万 | 0.19% | 241,169 | -12,717 | -5.0% | -$35.71万 | 减仓 |
| MO | ALTRIA GROUP INC | $695.04万 | 0.19% | 105,325 | -11,697 | -10.0% | -$77.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $695.08万 | 0.19% | 12,043 | 26 | 0.2% | $1.50万 | 加仓 |
| PEP | PEPSICO INC | $715.30万 | 0.20% | 46,062 | -16,521 | -26.4% | -$256.55万 | 减仓 |
| EFV | ISHARES TR | $715.97万 | 0.20% | 96,298 | 235 | 0.2% | $1.75万 | 加仓 |
| GOOGL | ALPHABET INC | $739.02万 | 0.20% | 25,700 | 199 | 0.8% | $5.72万 | 加仓 |
| AGG | ISHARES TR | $756.93万 | 0.21% | 76,250 | -4,720 | -5.8% | -$46.86万 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $767.85万 | 0.21% | 123,594 | 1,049 | 0.9% | $6.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $778.59万 | 0.21% | 53,904 | 2,423 | 4.7% | $35.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $810.33万 | 0.22% | 41,301 | 185 | 0.4% | $3.63万 | 加仓 |
| COP | CONOCOPHILLIPS | $813.62万 | 0.22% | 61,638 | 30,647 | 98.9% | $404.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $819.43万 | 0.22% | 17,100 | 2,528 | 17.3% | $121.14万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $871.62万 | 0.24% | 112,934 | 5,786 | 5.4% | $44.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $886.83万 | 0.24% | 36,587 | -463 | -1.2% | -$11.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $904.37万 | 0.25% | 61,065 | -9,206 | -13.1% | -$136.34万 | 减仓 |
| TXN | TEXAS INSTRS INC | $918.42万 | 0.25% | 47,307 | -4,270 | -8.3% | -$82.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $935.77万 | 0.26% | 14,389 | -545 | -3.6% | -$35.44万 | 减仓 |