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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $406.64万 | 0.11% | 67,047 | -7,501 | -10.1% | -$45.49万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $406.09万 | 0.11% | 168,469 | -3,030 | -1.8% | -$7.30万 | 减仓 |
| META | META PLATFORMS INC | $398.78万 | 0.11% | 6,970 | 419 | 6.4% | $23.97万 | 加仓 |
| OKE | ONEOK INC NEW | $394.84万 | 0.11% | 43,681 | -1,785 | -3.9% | -$16.13万 | 减仓 |
| WMT | WALMART INC | $390.49万 | 0.11% | 31,420 | 442 | 1.4% | $5.49万 | 加仓 |
| MTB | M & T BK CORP | $379.04万 | 0.10% | 18,336 | -1,025 | -5.3% | -$21.19万 | 减仓 |
| V | VISA INC | $377.10万 | 0.10% | 12,477 | 568 | 4.8% | $17.17万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $367.15万 | 0.10% | 47,968 | 2,999 | 6.7% | $22.95万 | 加仓 |
| VLUE | ISHARES TR | $363.62万 | 0.10% | 25,573 | -96 | -0.4% | -$1.37万 | 减仓 |
| EEM | ISHARES TR | $341.31万 | 0.09% | 60,100 | -6,718 | -10.1% | -$38.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $333.47万 | 0.09% | 10,395 | -439 | -4.1% | -$14.08万 | 减仓 |
| SO | SOUTHERN CO | $327.93万 | 0.09% | 33,976 | -4,860 | -12.5% | -$46.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $326.01万 | 0.09% | 15,006 | -148 | -1.0% | -$3.22万 | 减仓 |
| ORCL | ORACLE CORP | $324.09万 | 0.09% | 22,031 | 3,010 | 15.8% | $44.28万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $320.99万 | 0.09% | 35,622 | 233 | 0.7% | $2.10万 | 加仓 |
| TJX | TJX COS INC NEW | $320.26万 | 0.09% | 20,054 | 72 | 0.4% | $1.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $307.58万 | 0.08% | 8,999 | 100 | 1.1% | $3.42万 | 加仓 |
| GLD | SPDR GOLD TR | $302.45万 | 0.08% | 7,029 | -340 | -4.6% | -$14.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $295.79万 | 0.08% | 46,159 | 916 | 2.0% | $5.87万 | 加仓 |
| GOOG | ALPHABET INC | $291.29万 | 0.08% | 10,155 | 421 | 4.3% | $12.08万 | 加仓 |
| QCOM | QUALCOMM INC | $291.04万 | 0.08% | 22,600 | -1,179 | -5.0% | -$15.18万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $282.61万 | 0.08% | 21,265 | -383 | -1.8% | -$5.09万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $272.08万 | 0.07% | 28,204 | 1,363 | 5.1% | $13.15万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $255.02万 | 0.07% | 5,188 | 122 | 2.4% | $6.00万 | 加仓 |
| PSX | PHILLIPS 66 | $248.56万 | 0.07% | 13,644 | -744 | -5.2% | -$13.55万 | 减仓 |
| IDV | ISHARES TR | $232.43万 | 0.06% | 54,612 | -801 | -1.4% | -$3.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $228.09万 | 0.06% | 11,212 | -845 | -7.0% | -$17.19万 | 减仓 |
| DHS | WISDOMTREE TR | $226.20万 | 0.06% | 20,710 | -1,870 | -8.3% | -$20.42万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $222.12万 | 0.06% | 125,137 | 29,873 | 31.4% | $53.02万 | 加仓 |
| LIN | LINDE PLC | $216.63万 | 0.06% | 4,370 | 84 | 2.0% | $4.16万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $214.25万 | 0.06% | 119,029 | -49,339 | -29.3% | -$88.81万 | 减仓 |
| IWD | ISHARES TR | $211.79万 | 0.06% | 9,912 | -13 | -0.1% | -$2,778 | 减仓 |
| NFLX | NETFLIX INC. | $204.94万 | 0.06% | 21,315 | 5,157 | 31.9% | $49.58万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $204.16万 | 0.06% | 28,451 | 303 | 1.1% | $2.17万 | 加仓 |
| RTX | RTX CORPORATION | $200.55万 | 0.06% | 10,397 | 2,975 | 40.1% | $57.39万 | 加仓 |
| IJK | ISHARES TR | $197.28万 | 0.05% | 19,606 | -11 | -0.1% | -$1,107 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $192.21万 | 0.05% | 77,596 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $184.58万 | 0.05% | 17,978 | -1,286 | -6.7% | -$13.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $181.45万 | 0.05% | 2,027 | 17 | 0.8% | $1.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $181.23万 | 0.05% | 8,482 | -3,256 | -27.7% | -$69.57万 | 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 |
| VYMI | VANGUARD WHITEHALL FDS | $179.96万 | 0.05% | 19,096 | -509 | -2.6% | -$4.80万 | 减仓 |
| IVE | ISHARES TR | $178.46万 | 0.05% | 8,452 | 583 | 7.4% | $12.31万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $171.80万 | 0.05% | 18,497 | 63 | 0.3% | $5,851 | 加仓 |
| IWM | ISHARES TR | $170.87万 | 0.05% | 6,890 | -105 | -1.5% | -$2.60万 | 减仓 |
| WSBC | WESBANCO INC | $166.78万 | 0.05% | 48,357 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $165.61万 | 0.05% | 1,914 | -2 | -0.1% | -$1,731 | 减仓 |
| GE | GE AEROSPACE | $164.45万 | 0.05% | 5,795 | 3,667 | 172.3% | $104.06万 | 加仓 |
| BLK | BLACKROCK INC | $161.93万 | 0.04% | 1,684 | -4,164 | -71.2% | -$400.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.06万 | 0.04% | 10,942 | 1,910 | 21.1% | $27.94万 | 加仓 |
| SUSA | ISHARES TR | $153.87万 | 0.04% | 11,648 | -127 | -1.1% | -$1.68万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $150.41万 | 0.04% | 357 | 58 | 19.4% | $24.44万 | 加仓 |
| ADBE | ADOBE INC | $149.79万 | 0.04% | 6,162 | 1,150 | 22.9% | $27.96万 | 加仓 |
| CRM | SALESFORCE INC | $148.92万 | 0.04% | 7,978 | 1,739 | 27.9% | $32.46万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.80万 | 0.04% | 4,118 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $147.57万 | 0.04% | 10,112 | -167 | -1.6% | -$2.44万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $147.48万 | 0.04% | 31,029 | -98 | -0.3% | -$4,658 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $141.22万 | 0.04% | 5,219 | -760 | -12.7% | -$20.56万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $139.86万 | 0.04% | 19,444 | 4,040 | 26.2% | $29.06万 | 加仓 |
| BKH | BLACK HILLS CORP | $138.98万 | 0.04% | 20,022 | -5,795 | -22.4% | -$40.22万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $138.73万 | 0.04% | 8,391 | -2,539 | -23.2% | -$41.98万 | 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 |
| ADM | ARCHER DANIELS MIDLAND CO | $136.36万 | 0.04% | 18,760 | -14,124 | -43.0% | -$102.67万 | 减仓 |
| IBTH | ISHARES TR | $134.33万 | 0.04% | 59,890 | 59,890 | — | $134.33万 | 新建仓 |
| GEV | GE VERNOVA INC | $134.08万 | 0.04% | 1,536 | 987 | 179.8% | $86.16万 | 加仓 |
| EMR | EMERSON ELEC CO | $133.69万 | 0.04% | 10,204 | 440 | 4.5% | $5.76万 | 加仓 |
| IBTG | ISHARES TR | $132.69万 | 0.04% | 57,906 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $131.67万 | 0.04% | 45,419 | -8,156 | -15.2% | -$23.64万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $130.95万 | 0.04% | 34,607 | -7,463 | -17.7% | -$28.24万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $128.80万 | 0.04% | 51,316 | -2,224 | -4.2% | -$5.58万 | 减仓 |
| NOW | SERVICENOW INC | $128.58万 | 0.04% | 12,298 | 4,053 | 49.2% | $42.37万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $128.17万 | 0.04% | 2,565 | 67 | 2.7% | $3.35万 | 加仓 |
| IXUS | ISHARES TR | $126.70万 | 0.03% | 14,624 | -108 | -0.7% | -$9,357 | 减仓 |
| GPC | GENUINE PARTS CO | $117.74万 | 0.03% | 11,134 | -453 | -3.9% | -$4.79万 | 减仓 |
| MMM | 3M CO | $117.26万 | 0.03% | 8,074 | -67 | -0.8% | -$9,731 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $116.30万 | 0.03% | 22,396 | 22,396 | — | $116.30万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $116.13万 | 0.03% | 12,520 | -67 | -0.5% | -$6,215 | 减仓 |
| COHR | COHERENT CORP | $114.41万 | 0.03% | 4,803 | 2 | 0.0% | $476 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $112.37万 | 0.03% | 43,824 | 1,109 | 2.6% | $2.84万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $112.28万 | 0.03% | 12,756 | 55 | 0.4% | $4,841 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $112.27万 | 0.03% | 2,694 | 26 | 1.0% | $1.08万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $112.25万 | 0.03% | 15,830 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $108.45万 | 0.03% | 11,166 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $106.80万 | 0.03% | 4,078 | 1,899 | 87.2% | $49.73万 | 加仓 |
| IVV | ISHARES TR | $106.68万 | 0.03% | 1,633 | -253 | -13.4% | -$16.53万 | 减仓 |
| UNP | UNION PAC CORP | $103.70万 | 0.03% | 4,274 | -556 | -11.5% | -$13.49万 | 减仓 |
| IJH | ISHARES TR | $103.60万 | 0.03% | 15,341 | -2,586 | -14.4% | -$17.46万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.06万 | 0.03% | 1,671 | -134 | -7.4% | -$8.26万 | 减仓 |
| HYG | ISHARES TR | $102.61万 | 0.03% | 12,897 | -432 | -3.2% | -$3.44万 | 减仓 |
| COWZ | PACER FDS TR | $101.70万 | 0.03% | 16,256 | -213 | -1.3% | -$1.33万 | 减仓 |
| EFG | ISHARES TR | $100.86万 | 0.03% | 9,056 | -1 | -0.0% | -$111 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $99.48万 | 0.03% | 20,528 | -614 | -2.9% | -$2.98万 | 减仓 |
| WK | WORKIVA INC | $99.22万 | 0.03% | 16,640 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $98.12万 | 0.03% | 14,400 | 2,245 | 18.5% | $15.30万 | 加仓 |
| INTU | INTUIT | $96.44万 | 0.03% | 2,230 | 681 | 44.0% | $29.45万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $95.76万 | 0.03% | 32,928 | 777 | 2.4% | $2.26万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $95.47万 | 0.03% | 14,585 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $95.40万 | 0.03% | 5,513 | 960 | 21.1% | $16.61万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $94.88万 | 0.03% | 5,918 | 707 | 13.6% | $11.33万 | 加仓 |