PDS Planning, Inc
DUBLIN OH · SEC CIK 0000838618
$15.16亿2026Q1 申报市值
561持仓数
44.6%前十大占比 · 第一大 7.4%
37 / 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
AGG 加仓+$532.07万
BNDX 加仓+$300.60万
IVV 加仓+$228.04万
IGSB 加仓+$205.65万
DIMENSIONAL ETF 加仓+$171.00万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$182.07万
AZN 清仓-$108.96万
SNDK 减仓-$61.50万
GEF/B 减仓-$35.95万
ABBV 减仓-$35.17万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,926 | -100.0% | -$108.96万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -4,877 | -100.0% | -$35.07万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,802 | -100.0% | -$30.60万 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -2,398 | -100.0% | -$27.07万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -5,445 | -100.0% | -$25.47万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,909 | -100.0% | -$25.18万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,820 | -100.0% | -$25.06万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,224 | -100.0% | -$24.37万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -118 | -100.0% | -$23.77万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -824 | -100.0% | -$23.42万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,415 | -100.0% | -$23.26万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -916 | -100.0% | -$23.22万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -874 | -100.0% | -$22.83万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,634 | -100.0% | -$21.35万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -126 | -100.0% | -$21.30万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -637 | -100.0% | -$20.93万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -1,128 | -100.0% | -$20.45万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -4,671 | -100.0% | -$20.39万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -335 | -100.0% | -$20.27万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSO | PEARSON PLC | $0 | 0.00% | 0 | -10,727 | -100.0% | -$15.06万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -22,668 | -100.0% | -$4.94万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -11,748 | -100.0% | -$4.76万 | 清仓 |
| BDN | BRANDYWINE RLTY TR | $0 | 0.00% | 0 | -14,529 | -100.0% | -$4.24万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -21,114 | -100.0% | -$1.45万 | 清仓 |
| — | SCYNEXIS INC | $1.38万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1.74万 | 0.00% | 598 | 80 | 15.4% | $2,326 | 加仓 |
| PLUG | PLUG PWR INC | $2.27万 | 0.00% | 10,040 | 10,040 | — | $2.27万 | 新建仓 |
| ENIC | ENEL CHILE SA | $4.26万 | 0.00% | 10,821 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $4.38万 | 0.00% | 14,989 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $5.93万 | 0.00% | 16,194 | -8,211 | -33.6% | -$3.01万 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $6.30万 | 0.00% | 10,517 | 10,517 | — | $6.30万 | 新建仓 |
| ADT | ADT INC DEL | $6.94万 | 0.00% | 10,563 | 10,563 | — | $6.94万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $6.95万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $7.44万 | 0.00% | 24,246 | 10,558 | 77.1% | $3.24万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $9.43万 | 0.01% | 20,364 | 5,282 | 35.0% | $2.45万 | 加仓 |
| WEN | WENDYS CO | $9.45万 | 0.01% | 13,594 | 1,662 | 13.9% | $1.16万 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $9.50万 | 0.01% | 13,319 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $9.69万 | 0.01% | 1,145 | 4 | 0.4% | $339 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $9.86万 | 0.01% | 41,252 | -469 | -1.1% | -$1,121 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $10.04万 | 0.01% | 14,552 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $10.44万 | 0.01% | 15,023 | 715 | 5.0% | $4,969 | 加仓 |
| NIO | NIO INC | $11.17万 | 0.01% | 18,528 | 856 | 4.8% | $5,162 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $11.18万 | 0.01% | 10,324 | 10,324 | — | $11.18万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $11.78万 | 0.01% | 983 | 983 | — | $11.78万 | 新建仓 |
| NEOG | NEOGEN CORP | $12.42万 | 0.01% | 13,367 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $12.90万 | 0.01% | 13,899 | 2,126 | 18.1% | $1.97万 | 加仓 |
| ICL | ICL GROUP LTD | $14.10万 | 0.01% | 27,359 | -2,021 | -6.9% | -$1.04万 | 减仓 |
| — | CYBIN INC | $14.55万 | 0.01% | 30,344 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $15.10万 | 0.01% | 13,196 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $15.35万 | 0.01% | 42,046 | 4,692 | 12.6% | $1.71万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $15.59万 | 0.01% | 28,286 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $16.67万 | 0.01% | 16,654 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $17.46万 | 0.01% | 24,050 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $17.66万 | 0.01% | 6,888 | 1 | 0.0% | $26 | 加仓 |
| F | FORD MTR CO | $18.21万 | 0.01% | 15,776 | 1,513 | 10.6% | $1.75万 | 加仓 |
| MTB | M & T BK CORP | $18.63万 | 0.01% | 901 | 1 | 0.1% | $207 | 加仓 |
| SSL | SASOL LTD | $18.93万 | 0.01% | 14,609 | 340 | 2.4% | $4,406 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $19.02万 | 0.01% | 910 | -8 | -0.9% | -$1,672 | 减仓 |
| IVE | ISHARES TR | $20.02万 | 0.01% | 948 | 948 | — | $20.02万 | 新建仓 |
| GMAB | GENMAB A/S | $20.03万 | 0.01% | 7,464 | -795 | -9.6% | -$2.13万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.12万 | 0.01% | 1,806 | -400 | -18.1% | -$4.46万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $20.22万 | 0.01% | 1,474 | 12 | 0.8% | $1,646 | 加仓 |
| RACE | FERRARI N V | $20.41万 | 0.01% | 603 | -62 | -9.3% | -$2.10万 | 重新持有 |
| IWF | ISHARES TR | $20.43万 | 0.01% | 479 | 46 | 10.6% | $1.96万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $20.44万 | 0.01% | 1,427 | 30 | 2.1% | $4,297 | 加仓 |
| XPEV | XPENG INC | $20.50万 | 0.01% | 11,983 | 204 | 1.7% | $3,490 | 加仓 |
| IRM | IRON MTN INC DEL | $20.55万 | 0.01% | 2,012 | 2,012 | — | $20.55万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $20.55万 | 0.01% | 2,255 | 120 | 5.6% | $1.09万 | 加仓 |
| RBA | RB GLOBAL INC | $20.57万 | 0.01% | 2,146 | 17 | 0.8% | $1,629 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.62万 | 0.01% | 4,156 | 28 | 0.7% | $1,389 | 重新持有 |
| NWG | NATWEST GROUP PLC | $20.62万 | 0.01% | 13,839 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $20.68万 | 0.01% | 4,966 | 4,966 | — | $20.68万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.71万 | 0.01% | 3,678 | -590 | -13.8% | -$3.32万 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $20.84万 | 0.01% | 589 | -339 | -36.5% | -$12.00万 | 减仓 |
| TS | TENARIS S A | $20.90万 | 0.01% | 3,593 | 3,593 | — | $20.90万 | 新建仓 |
| L | LOEWS CORP | $21.02万 | 0.01% | 1,969 | -5 | -0.3% | -$534 | 减仓 |
| PHM | PULTE GROUP INC | $21.05万 | 0.01% | 1,790 | 1,790 | — | $21.05万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $21.07万 | 0.01% | 2,474 | 3 | 0.1% | $255 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $21.10万 | 0.01% | 3,945 | 4 | 0.1% | $214 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.14万 | 0.01% | 1,069 | 1,069 | — | $21.14万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $21.20万 | 0.01% | 25,299 | -123 | -0.5% | -$1,031 | 减仓 |
| DASH | DOORDASH INC | $21.22万 | 0.01% | 1,413 | -422 | -23.0% | -$6.34万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $21.23万 | 0.01% | 8,003 | 8,003 | — | $21.23万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $21.35万 | 0.01% | 1,873 | 1,873 | — | $21.35万 | 新建仓 |
| KKR | KKR & CO INC | $21.43万 | 0.01% | 2,317 | -107 | -4.4% | -$9,898 | 减仓 |
| NRG | NRG ENERGY INC | $21.50万 | 0.01% | 1,471 | 13 | 0.9% | $1,900 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.51万 | 0.01% | 2,686 | -3 | -0.1% | -$240 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $21.56万 | 0.01% | 8,566 | 8,566 | — | $21.56万 | 新建仓 |