PDS Planning, Inc
DUBLIN OH · SEC CIK 0000838618
$17.28亿2026Q2 申报市值
609持仓数
43.8%前十大占比 · 第一大 7.3%
55 / 19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
AGG 加仓+$359.48万
VTI 加仓+$303.62万
IVV 加仓+$277.54万
VEA 加仓+$267.24万
VIG 加仓+$240.60万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$120.28万
ABT 减仓-$91.91万
HDB 减仓-$53.12万
PDD 清仓-$38.07万
MSFT 减仓-$32.49万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1.27亿 | 7.34% | 1,779,207 | 37,508 | 2.2% | $267.24万 | 加仓 |
| IVV | ISHARES TR | $1.18亿 | 6.82% | 157,386 | 3,706 | 2.4% | $277.54万 | 加仓 |
| AGG | ISHARES TR | $8,714.77万 | 5.04% | 880,458 | 36,318 | 4.3% | $359.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7,751.47万 | 4.49% | 962,079 | 28,995 | 3.1% | $233.61万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,672.13万 | 4.44% | 614,951 | 11,592 | 1.9% | $144.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,941.90万 | 4.02% | 293,378 | 10,168 | 3.6% | $240.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,376.84万 | 3.69% | 1,068,327 | 20,937 | 2.0% | $124.97万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,012.45万 | 2.90% | 1,034,989 | 20,562 | 2.0% | $99.58万 | 加仓 |
| REET | ISHARES TR | $4,537.87万 | 2.63% | 1,642,967 | 63,864 | 4.0% | $176.39万 | 加仓 |
| IGSB | ISHARES TR | $4,200.91万 | 2.43% | 801,548 | 33,025 | 4.3% | $173.08万 | 加仓 |
| AAPL | APPLE INC | $3,943.59万 | 2.28% | 136,287 | 2,198 | 1.6% | $63.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,610.83万 | 2.09% | 180,460 | 3,771 | 2.1% | $75.45万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,510.97万 | 2.03% | 450,644 | 18,635 | 4.3% | $145.19万 | 加仓 |
| ABBV | ABBVIE INC | $2,736.85万 | 1.58% | 108,761 | -155 | -0.1% | -$3.90万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,380.19万 | 1.38% | 97,954 | -1,114 | -1.1% | -$27.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,999.94万 | 1.16% | 53,615 | -871 | -1.6% | -$32.49万 | 减仓 |
| IEFA | ISHARES TR | $1,818.60万 | 1.05% | 188,300 | 1,058 | 0.6% | $10.22万 | 加仓 |
| IJH | ISHARES TR | $1,763.20万 | 1.02% | 228,661 | -2,494 | -1.1% | -$19.23万 | 减仓 |
| IEMG | ISHARES INC | $1,696.02万 | 0.98% | 204,734 | -754 | -0.4% | -$6.25万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,694.93万 | 0.98% | 230,885 | 1,474 | 0.6% | $10.82万 | 加仓 |
| GOOG | ALPHABET INC | $1,678.13万 | 0.97% | 47,495 | 322 | 0.7% | $11.38万 | 加仓 |
| AMZN | AMAZON COM INC | $1,647.72万 | 0.95% | 69,133 | 1,476 | 2.2% | $35.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,624.03万 | 0.94% | 49,614 | 403 | 0.8% | $13.19万 | 加仓 |
| MUB | ISHARES TR | $1,600.16万 | 0.93% | 148,686 | 7,340 | 5.2% | $78.99万 | 加仓 |
| GOOGL | ALPHABET INC | $1,589.27万 | 0.92% | 44,471 | 790 | 1.8% | $28.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,580.10万 | 0.91% | 52,128 | 123 | 0.2% | $3.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,538.55万 | 0.89% | 30,747 | 6 | 0.0% | $3,002 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,497.70万 | 0.87% | 20 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1,393.26万 | 0.81% | 275,456 | 3,126 | 1.1% | $15.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,294.81万 | 0.75% | 34,991 | 8,205 | 30.6% | $303.62万 | 加仓 |
| IAGG | ISHARES TR | $1,276.54万 | 0.74% | 252,280 | 19,332 | 8.3% | $97.82万 | 加仓 |
| SUB | ISHARES TR | $1,225.66万 | 0.71% | 115,118 | 3,281 | 2.9% | $34.93万 | 加仓 |
| AVGO | BROADCOM INC | $1,055.04万 | 0.61% | 27,930 | 289 | 1.0% | $10.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,038.67万 | 0.60% | 21,749 | 730 | 3.5% | $34.86万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $994.56万 | 0.58% | 109,606 | -10,129 | -8.5% | -$91.91万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $977.35万 | 0.57% | 62,272 | 392 | 0.6% | $6.15万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $930.45万 | 0.54% | 111,098 | 2,228 | 2.0% | $18.66万 | 加仓 |
| LLY | ELI LILLY & CO | $911.40万 | 0.53% | 7,599 | 293 | 4.0% | $35.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $780.46万 | 0.45% | 11,364 | 759 | 7.2% | $52.13万 | 加仓 |
| META | META PLATFORMS INC | $706.48万 | 0.41% | 12,542 | 302 | 2.5% | $17.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $706.39万 | 0.41% | 6,120 | 359 | 6.2% | $41.44万 | 加仓 |
| TSLA | TESLA INC | $689.57万 | 0.40% | 16,395 | 638 | 4.0% | $26.83万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $670.44万 | 0.39% | 131,459 | 20,415 | 18.4% | $104.12万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $647.46万 | 0.37% | 167,778 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $636.67万 | 0.37% | 66,024 | -196 | -0.3% | -$1.89万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $566.67万 | 0.33% | 60,684 | 626 | 1.0% | $5.85万 | 加仓 |
| VV | VANGUARD INDEX FDS | $560.89万 | 0.32% | 16,309 | 152 | 0.9% | $5.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $554.86万 | 0.32% | 37,838 | -345 | -0.9% | -$5.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $549.95万 | 0.32% | 7,364 | 414 | 6.0% | $30.92万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $540.30万 | 0.31% | 9,301 | 559 | 6.4% | $32.47万 | 加仓 |
| KO | COCA COLA CO | $539.36万 | 0.31% | 66,367 | 292 | 0.4% | $2.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $489.17万 | 0.28% | 19,261 | -24 | -0.1% | -$6,095 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $481.00万 | 0.28% | 108,432 | 7,078 | 7.0% | $31.40万 | 加仓 |
| V | VISA INC | $429.31万 | 0.25% | 12,513 | 234 | 1.9% | $8.03万 | 加仓 |
| DE | DEERE & CO | $394.03万 | 0.23% | 6,212 | -97 | -1.5% | -$6.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $382.27万 | 0.22% | 4,086 | 239 | 6.2% | $22.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $377.43万 | 0.22% | 5,220 | 54 | 1.0% | $3.90万 | 加仓 |
| ASML | ASML HLDG NV | $369.24万 | 0.21% | 1,856 | 160 | 9.4% | $31.83万 | 加仓 |
| WMT | WALMART INC | $367.86万 | 0.21% | 32,479 | 124 | 0.4% | $1.40万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $365.17万 | 0.21% | 33,969 | -119 | -0.3% | -$1.28万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $357.06万 | 0.21% | 19,286 | 19 | 0.1% | $3,518 | 加仓 |
| LRCX | LAM RESEARCH CORP | $346.45万 | 0.20% | 7,995 | 225 | 2.9% | $9.75万 | 加仓 |
| — | EXXON MOBIL CORP | $342.77万 | 0.20% | 25,071 | -115 | -0.5% | -$1.57万 | 减仓 |
| CSCO | CISCO SYS INC | $341.68万 | 0.20% | 29,089 | 843 | 3.0% | $9.90万 | 加仓 |
| CAT | CATERPILLAR INC | $322.93万 | 0.19% | 3,032 | 102 | 3.5% | $10.86万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $320.28万 | 0.19% | 6,236 | 343 | 5.8% | $17.62万 | 加仓 |
| GE | GE AEROSPACE | $317.75万 | 0.18% | 8,502 | -50 | -0.6% | -$1.87万 | 减仓 |
| INTC | INTEL CORP | $313.11万 | 0.18% | 22,424 | 241 | 1.1% | $3.37万 | 加仓 |
| ORCL | ORACLE CORP | $298.41万 | 0.17% | 20,362 | 215 | 1.1% | $3.15万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $277.82万 | 0.16% | 45,203 | 955 | 2.2% | $5.87万 | 加仓 |
| ETN | EATON CORP PLC | $275.19万 | 0.16% | 6,458 | 56 | 0.9% | $2.39万 | 加仓 |
| GLW | CORNING INC | $270.65万 | 0.16% | 10,596 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $268.82万 | 0.16% | 15,246 | 209 | 1.4% | $3.69万 | 加仓 |
| HD | HOME DEPOT INC | $257.45万 | 0.15% | 7,300 | 489 | 7.2% | $17.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $252.89万 | 0.15% | 11,604 | 60 | 0.5% | $1.31万 | 加仓 |
| KLAC | KLA CORP | $244.02万 | 0.14% | 8,088 | 228 | 2.9% | $6.88万 | 加仓 |
| GEV | GE VERNOVA INC | $243.93万 | 0.14% | 2,076 | 90 | 4.5% | $10.58万 | 加仓 |
| SNDK | SANDISK CORP | $240.56万 | 0.14% | 1,058 | -529 | -33.3% | -$120.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $238.84万 | 0.14% | 82,474 | 28,254 | 52.1% | $81.82万 | 加仓 |
| ACT | ENACT HLDGS INC | $237.93万 | 0.14% | 52,051 | 10 | 0.0% | $457 | 加仓 |
| MRK | MERCK & CO INC | $229.12万 | 0.13% | 17,830 | 253 | 1.4% | $3.25万 | 加仓 |
| GLDM | WORLD GOLD TR | $228.63万 | 0.13% | 28,787 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $228.31万 | 0.13% | 15,003 | -238 | -1.6% | -$3.62万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $224.53万 | 0.13% | 126,637 | -315 | -0.2% | -$5,585 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $223.16万 | 0.13% | 5,369 | 756 | 16.4% | $31.42万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $218.52万 | 0.13% | 46,553 | 4,203 | 9.9% | $19.73万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $213.21万 | 0.12% | 13,819 | 43 | 0.3% | $6,634 | 加仓 |
| CVX | CHEVRON CORPORATION | $206.10万 | 0.12% | 12,434 | 87 | 0.7% | $1.44万 | 加仓 |
| TXN | TEXAS INSTRS INC | $198.54万 | 0.11% | 6,661 | -152 | -2.2% | -$4.53万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $196.45万 | 0.11% | 43,540 | -2,727 | -5.9% | -$12.30万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $195.54万 | 0.11% | 34,622 | 624 | 1.8% | $3.52万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $194.35万 | 0.11% | 6,911 | -88 | -1.3% | -$2.47万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $190.13万 | 0.11% | 69,876 | -2,149 | -3.0% | -$5.85万 | 减仓 |
| NOW | SERVICENOW INC | $187.66万 | 0.11% | 18,902 | 1,475 | 8.5% | $14.64万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $187.66万 | 0.11% | 2,459 | 131 | 5.6% | $10.00万 | 加仓 |
| VGT | VANGUARD WORLD FD | $186.53万 | 0.11% | 15,606 | 550 | 3.7% | $6.57万 | 加仓 |
| LIN | LINDE PLC | $184.54万 | 0.11% | 3,556 | 37 | 1.1% | $1.92万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $179.68万 | 0.10% | 7,563 | 345 | 4.8% | $8.20万 | 加仓 |
| BAC | BANK OF AMER CORP | $177.06万 | 0.10% | 31,074 | 2,005 | 6.9% | $11.42万 | 加仓 |
| ISTB | ISHARES TR | $176.11万 | 0.10% | 36,499 | -4,519 | -11.0% | -$21.80万 | 减仓 |