Avantax Planning Partners, Inc.
DUBUQUE IA · SEC CIK 0001005441
$40.17亿2026Q2 申报市值
454持仓数
50.6%前十大占比 · 第一大 12.6%
34 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPEF 加仓+$1,094.80万
SCHF 加仓+$852.51万
SCHZ 加仓+$612.13万
SPTL 加仓+$610.80万
JMUB 加仓+$477.65万
2026Q2 卖出最多 按季末市值估算
VIG 减仓-$497.85万
SCHD 减仓-$360.04万
SCHG 减仓-$269.74万
SPYV 减仓-$217.56万
SLDE 清仓-$214.25万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $135.48万 | 0.03% | 46,033 | 2,209 | 5.0% | $6.50万 | 加仓 |
| CRM | SALESFORCE INC | $137.09万 | 0.03% | 8,751 | 773 | 9.7% | $12.11万 | 加仓 |
| MMM | 3M CO | $138.53万 | 0.03% | 8,556 | 482 | 6.0% | $7.80万 | 加仓 |
| UNP | UNION PAC CORP | $138.96万 | 0.03% | 5,109 | 835 | 19.5% | $22.71万 | 加仓 |
| EMR | EMERSON ELEC CO | $139.42万 | 0.03% | 9,739 | -465 | -4.6% | -$6.66万 | 减仓 |
| NOW | SERVICENOW INC | $141.09万 | 0.04% | 14,211 | 1,913 | 15.6% | $18.99万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $142.05万 | 0.04% | 30,847 | 742 | 2.5% | $3.42万 | 加仓 |
| ADBE | ADOBE INC | $142.43万 | 0.04% | 6,947 | 785 | 12.7% | $16.09万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $143.24万 | 0.04% | 18,749 | -11 | -0.1% | -$840 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $143.29万 | 0.04% | 14,459 | 1,703 | 13.4% | $16.88万 | 加仓 |
| MCK | MCKESSON CORP | $144.23万 | 0.04% | 1,909 | -5 | -0.3% | -$3,778 | 减仓 |
| BLK | BLACKROCK INC | $144.94万 | 0.04% | 1,507 | -177 | -10.5% | -$17.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $148.94万 | 0.04% | 20,640 | 1,196 | 6.2% | $8.63万 | 加仓 |
| BKH | BLACK HILLS CORP | $149.33万 | 0.04% | 20,071 | 49 | 0.2% | $3,646 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $153.51万 | 0.04% | 8,486 | 95 | 1.1% | $1.72万 | 加仓 |
| NFLX | NETFLIX INC. | $154.30万 | 0.04% | 21,611 | 296 | 1.4% | $2.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $156.12万 | 0.04% | 17,205 | -773 | -4.3% | -$7.01万 | 减仓 |
| SDY | SPDR SERIES TRUST | $158.13万 | 0.04% | 10,391 | 279 | 2.8% | $4.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $166.66万 | 0.04% | 18,988 | 491 | 2.7% | $4.31万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $167.65万 | 0.04% | 31,029 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $169.08万 | 0.04% | 3,919 | -391 | -9.1% | -$16.87万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $170.89万 | 0.04% | 157,648 | -8,805 | -5.3% | -$9.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $176.03万 | 0.04% | 1,525 | -830 | -35.2% | -$95.81万 | 减仓 |
| RTX | RTX CORPORATION | $177.67万 | 0.04% | 9,364 | -1,033 | -9.9% | -$19.60万 | 减仓 |
| SUSA | ISHARES TR | $179.73万 | 0.04% | 11,648 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $185.18万 | 0.05% | 2,427 | 44 | 1.8% | $3.36万 | 加仓 |
| INTC | INTEL CORP | $185.48万 | 0.05% | 13,283 | 127 | 1.0% | $1.77万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $186.99万 | 0.05% | 19,042 | -54 | -0.3% | -$5,303 | 减仓 |
| WSBC | WESBANCO INC | $188.74万 | 0.05% | 48,357 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $189.46万 | 0.05% | 4,803 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $192.07万 | 0.05% | 77,200 | -396 | -0.5% | -$9,852 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $192.47万 | 0.05% | 10,798 | 1,873 | 21.0% | $33.39万 | 加仓 |
| IVE | ISHARES TR | $196.49万 | 0.05% | 8,654 | 202 | 2.4% | $4.59万 | 加仓 |
| GEV | GE VERNOVA INC | $197.26万 | 0.05% | 1,679 | 143 | 9.3% | $16.80万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $197.77万 | 0.05% | 2,022 | -5 | -0.2% | -$4,890 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $200.18万 | 0.05% | 4,043 | -75 | -1.8% | -$3.71万 | 减仓 |
| IWM | ISHARES TR | $207.01万 | 0.05% | 6,890 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $213.34万 | 0.05% | 6,256 | 338 | 5.7% | $11.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $214.60万 | 0.05% | 5,163 | -56 | -1.1% | -$2.33万 | 减仓 |
| IDV | ISHARES TR | $215.20万 | 0.05% | 51,943 | -2,669 | -4.9% | -$11.06万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $216.58万 | 0.05% | 28,389 | -62 | -0.2% | -$4,730 | 减仓 |
| GLD | SPDR GOLD TR | $219.30万 | 0.05% | 5,953 | -1,076 | -15.3% | -$39.64万 | 减仓 |
| IJK | ISHARES TR | $225.04万 | 0.06% | 19,152 | -454 | -2.3% | -$5.33万 | 减仓 |
| LIN | LINDE PLC | $226.72万 | 0.06% | 4,369 | -1 | -0.0% | -$519 | 减仓 |
| DHS | WISDOMTREE TR | $230.60万 | 0.06% | 20,285 | -425 | -2.1% | -$4.83万 | 减仓 |
| PSX | PHILLIPS 66 | $231.47万 | 0.06% | 13,692 | 48 | 0.4% | $8,115 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $232.66万 | 0.06% | 130,125 | 4,988 | 4.0% | $8.92万 | 加仓 |
| FLEX | FLEX LTD | $236.38万 | 0.06% | 14,585 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $238.65万 | 0.06% | 9,844 | -68 | -0.7% | -$1.65万 | 减仓 |
| GE | GE AEROSPACE | $242.87万 | 0.06% | 6,498 | 703 | 12.1% | $26.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $248.15万 | 0.06% | 4,950 | -238 | -4.6% | -$11.93万 | 减仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $250.77万 | 0.06% | 867,718 | 867,718 | — | $250.77万 | 新建仓 |
| TJX | TJX COS INC NEW | $300.44万 | 0.07% | 19,831 | -223 | -1.1% | -$3.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $319.19万 | 0.08% | 44,798 | -1,361 | -2.9% | -$9.70万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $319.45万 | 0.08% | 29,102 | 898 | 3.2% | $9.86万 | 加仓 |
| SO | SOUTHERN CO | $319.97万 | 0.08% | 33,431 | -545 | -1.6% | -$5.22万 | 减仓 |
| ORCL | ORACLE CORP | $331.26万 | 0.08% | 22,604 | 573 | 2.6% | $8.40万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $341.53万 | 0.09% | 7,881 | -601 | -7.1% | -$26.04万 | 减仓 |
| WMT | WALMART INC | $341.66万 | 0.09% | 30,166 | -1,254 | -4.0% | -$14.20万 | 减仓 |
| GOOG | ALPHABET INC | $351.20万 | 0.09% | 9,940 | -215 | -2.1% | -$7.60万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $356.33万 | 0.09% | 14,664 | -342 | -2.3% | -$8.31万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $383.82万 | 0.10% | 35,611 | -11 | -0.0% | -$1,186 | 减仓 |
| OKE | ONEOK INC NEW | $383.96万 | 0.10% | 44,164 | 483 | 1.1% | $4.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $388.89万 | 0.10% | 67,492 | 445 | 0.7% | $2.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $391.03万 | 0.10% | 20,524 | -741 | -3.5% | -$14.12万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $394.50万 | 0.10% | 10,661 | 266 | 2.6% | $9.84万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $395.57万 | 0.10% | 162,453 | -6,016 | -3.6% | -$14.65万 | 减仓 |
| EEM | ISHARES TR | $401.78万 | 0.10% | 58,731 | -1,369 | -2.3% | -$9.37万 | 减仓 |
| QCOM | QUALCOMM INC | $401.92万 | 0.10% | 21,750 | -850 | -3.8% | -$15.71万 | 减仓 |
| XYLD | GLOBAL X FDS | $415.73万 | 0.10% | 101,920 | -6,102 | -5.6% | -$24.89万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $415.85万 | 0.10% | 47,320 | -648 | -1.4% | -$5.69万 | 减仓 |
| META | META PLATFORMS INC | $421.13万 | 0.10% | 7,476 | 506 | 7.3% | $28.50万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $422.42万 | 0.11% | 324,687 | -19,780 | -5.7% | -$25.73万 | 减仓 |
| MTB | M & T BK CORP | $427.39万 | 0.11% | 17,957 | -379 | -2.1% | -$9.02万 | 减仓 |
| V | VISA INC | $431.77万 | 0.11% | 12,585 | 108 | 0.9% | $3.71万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $432.07万 | 0.11% | 58,857 | -1,049 | -1.8% | -$7.70万 | 减仓 |
| SUB | ISHARES TR | $468.15万 | 0.12% | 43,970 | -2,146 | -4.7% | -$22.85万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $485.57万 | 0.12% | 96,001 | 2,448 | 2.6% | $12.38万 | 加仓 |
| MCD | MCDONALDS CORP | $485.76万 | 0.12% | 17,971 | -94 | -0.5% | -$2.54万 | 减仓 |
| VLUE | ISHARES TR | $500.26万 | 0.12% | 25,037 | -536 | -2.1% | -$10.71万 | 减仓 |
| USB | US BANCORP | $510.58万 | 0.13% | 84,534 | -1,107 | -1.3% | -$6.69万 | 减仓 |
| EOG | EOG RES INC | $514.91万 | 0.13% | 39,691 | -375 | -0.9% | -$4.86万 | 减仓 |
| AMAT | APPLIED MATLS INC | $519.26万 | 0.13% | 7,182 | -1,817 | -20.2% | -$131.37万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $557.85万 | 0.14% | 51,893 | 764 | 1.5% | $8.21万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $570.34万 | 0.14% | 7,176 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $572.54万 | 0.14% | 237,765 | -3,404 | -1.4% | -$8.20万 | 减仓 |
| BAC | BANK OF AMER CORP | $600.70万 | 0.15% | 105,423 | -1,814 | -1.7% | -$10.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $621.61万 | 0.15% | 10,701 | -511 | -4.6% | -$29.68万 | 减仓 |
| COP | CONOCOPHILLIPS | $630.50万 | 0.16% | 60,648 | -990 | -1.6% | -$10.29万 | 减仓 |
| PEP | PEPSICO INC | $635.16万 | 0.16% | 46,910 | 848 | 1.8% | $11.48万 | 加仓 |
| IWN | ISHARES TR | $660.22万 | 0.16% | 29,847 | -738 | -2.4% | -$16.32万 | 减仓 |
| VGT | VANGUARD WORLD FD | $661.71万 | 0.16% | 55,364 | -1,268 | -2.2% | -$15.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $674.15万 | 0.17% | 9,155 | -2,888 | -24.0% | -$212.67万 | 减仓 |
| TSLA | TESLA INC | $703.85万 | 0.18% | 16,735 | 620 | 3.8% | $26.08万 | 加仓 |
| EFV | ISHARES TR | $738.09万 | 0.18% | 96,419 | 121 | 0.1% | $9,263 | 加仓 |
| CAT | CATERPILLAR INC | $742.99万 | 0.18% | 6,977 | 127 | 1.9% | $13.52万 | 加仓 |
| AGG | ISHARES TR | $745.86万 | 0.19% | 75,355 | -895 | -1.2% | -$8.86万 | 减仓 |
| MO | ALTRIA GROUP INC | $750.63万 | 0.19% | 104,327 | -998 | -0.9% | -$7.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $784.89万 | 0.20% | 53,525 | -379 | -0.7% | -$5.56万 | 减仓 |