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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $21.73万 | 0.01% | 3,479 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $21.47万 | 0.01% | 254 | -121 | -32.3% | -$10.23万 | 减仓 |
| CVS | CVS HEALTH CORP | $21.40万 | 0.01% | 2,979 | 294 | 10.9% | $2.11万 | 加仓 |
| ORI | OLD REP INTL CORP | $21.38万 | 0.01% | 5,359 | -500 | -8.5% | -$1.99万 | 减仓 |
| IDU | ISHARES TR | $21.31万 | 0.01% | 1,835 | 0 | 0.0% | — | 重新持有 |
| XEL | XCEL ENERGY INC | $21.28万 | 0.01% | 2,679 | -140 | -5.0% | -$1.11万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $21.03万 | 0.01% | 643 | 643 | — | $21.03万 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $21.01万 | 0.01% | 5,830 | 5,830 | — | $21.01万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.00万 | 0.01% | 884 | 884 | — | $21.00万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $20.99万 | 0.01% | 1,071 | 1,071 | — | $20.99万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $20.93万 | 0.01% | 4,297 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $20.92万 | 0.01% | 2,536 | 2,536 | — | $20.92万 | 新建仓 |
| UGI | UGI CORP NEW | $20.91万 | 0.01% | 5,740 | -9,213 | -61.6% | -$33.55万 | 减仓 |
| — | STRATEGY INC | $20.88万 | 0.01% | 2,953 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $20.84万 | 0.01% | 10,393 | -96 | -0.9% | -$1,925 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $20.73万 | 0.01% | 4,462 | 4,462 | — | $20.73万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $20.58万 | 0.01% | 1,851 | -1,128 | -37.9% | -$12.54万 | 减仓 |
| IAGG | ISHARES TR | $20.56万 | 0.01% | 4,108 | -321 | -7.2% | -$1.61万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.44万 | 0.01% | 1,299 | 1,299 | — | $20.44万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $20.36万 | 0.01% | 4,429 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $20.29万 | 0.01% | 3,562 | -506 | -12.4% | -$2.88万 | 减仓 |
| IBMR | ISHARES TR | $20.22万 | 0.01% | 7,977 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.18万 | 0.01% | 6,844 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $20.18万 | 0.01% | 2,162 | 2,162 | — | $20.18万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.06万 | 0.01% | 1,532 | 1,532 | — | $20.06万 | 新建仓 |
| BBLU | EA SERIES TRUST | $19.44万 | 0.01% | 13,169 | 13,169 | — | $19.44万 | 新建仓 |
| AES | AES CORP | $18.87万 | 0.01% | 13,391 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $18.76万 | 0.01% | 18,034 | 18,034 | — | $18.76万 | 新建仓 |
| — | CANARY XRP ETF | $18.16万 | 0.00% | 12,699 | 153 | 1.2% | $2,188 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $12.81万 | 0.00% | 12,438 | 1,199 | 10.7% | $1.23万 | 加仓 |
| — | CREATIVE MEDIA & CMNTY TR | $11.41万 | 0.00% | 185,753 | 185,753 | — | $11.41万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $6.87万 | 0.00% | 13,600 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $3.69万 | 0.00% | 18,355 | 18,355 | — | $3.69万 | 新建仓 |
| — | HIGH TIDE INC | $2.92万 | 0.00% | 12,755 | 0 | 0.0% | — | 不变 |
| ORGO | ORGANOGENESIS HLDGS INC | $2.45万 | 0.00% | 10,324 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -786 | -100.0% | -$52.96万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,875 | -100.0% | -$48.51万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1,700 | -100.0% | -$46.82万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,528 | -100.0% | -$45.17万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -13,980 | -100.0% | -$39.86万 | 清仓 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$36.45万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -7,789 | -100.0% | -$33.92万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -10,431 | -100.0% | -$32.52万 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -4,208 | -100.0% | -$32.14万 | 清仓 |
| OLP | ONE LIBERTY PPTYS INC | $0 | 0.00% | 0 | -14,016 | -100.0% | -$28.44万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -870 | -100.0% | -$26.64万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -317 | -100.0% | -$24.47万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,895 | -100.0% | -$23.54万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -448 | -100.0% | -$23.41万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,012 | -100.0% | -$23.05万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,016 | -100.0% | -$22.67万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -4,563 | -100.0% | -$22.24万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -6,658 | -100.0% | -$21.98万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,213 | -100.0% | -$21.96万 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,062 | -100.0% | -$20.61万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,004 | -100.0% | -$20.46万 | 清仓 |
| IBTM | ISHARES TR | $0 | 0.00% | 0 | -8,711 | -100.0% | -$20.10万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -10,563 | -100.0% | -$4.28万 | 清仓 |
| PLUG | PLUG POWER INC | $0 | 0.00% | 0 | -18,062 | -100.0% | -$3.56万 | 清仓 |