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 |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -3,726 | -100.0% | -$38.07万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,267 | -100.0% | -$25.66万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,855 | -100.0% | -$25.06万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -7,987 | -100.0% | -$23.62万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -858 | -100.0% | -$22.75万 | 清仓 |
| TLK | TELEKOMUNIKASI IND | $0 | 0.00% | 0 | -12,039 | -100.0% | -$22.49万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -3,396 | -100.0% | -$22.34万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,074 | -100.0% | -$22.32万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -174 | -100.0% | -$21.94万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,247 | -100.0% | -$21.77万 | 清仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $0 | 0.00% | 0 | -8,566 | -100.0% | -$21.56万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,471 | -100.0% | -$21.50万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,069 | -100.0% | -$21.14万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -1,790 | -100.0% | -$21.05万 | 清仓 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -3,593 | -100.0% | -$20.90万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -589 | -100.0% | -$20.84万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -10,563 | -100.0% | -$6.94万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | -10,517 | -100.0% | -$6.30万 | 清仓 |
| — | SCYNEXIS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.38万 | 清仓 |
| PLUG | PLUG PWR INC | $2.93万 | 0.00% | 10,794 | 754 | 7.5% | $2,043 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3.74万 | 0.00% | 1,034 | 436 | 72.9% | $1.58万 | 加仓 |
| ABEV | AMBEV SA | $5.19万 | 0.00% | 16,528 | 1,539 | 10.3% | $4,832 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $5.41万 | 0.00% | 14,349 | -1,845 | -11.4% | -$6,956 | 减仓 |
| — | AKEBIA THREAPEUTICS INC | $5.70万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $8.73万 | 0.01% | 18,898 | -1,466 | -7.2% | -$6,773 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $8.79万 | 0.01% | 41,858 | 606 | 1.5% | $1,273 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $8.90万 | 0.01% | 24,246 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $9.44万 | 0.01% | 18,657 | 129 | 0.7% | $653 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $9.47万 | 0.01% | 10,319 | -5 | -0.0% | -$46 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $10.26万 | 0.01% | 14,552 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $10.84万 | 0.01% | 1,148 | 3 | 0.3% | $283 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $10.85万 | 0.01% | 14,124 | -899 | -6.0% | -$6,904 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $11.33万 | 0.01% | 13,319 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $12.02万 | 0.01% | 13,367 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $12.37万 | 0.01% | 983 | 0 | 0.0% | — | 不变 |
| ENIC | ENEL CHILE SA | $12.54万 | 0.01% | 27,875 | 17,054 | 157.6% | $7.67万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $13.10万 | 0.01% | 11,100 | 11,100 | — | $13.10万 | 新建仓 |
| XPEV | XPENG INC | $13.46万 | 0.01% | 10,164 | -1,819 | -15.2% | -$2.41万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $14.20万 | 0.01% | 28,286 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $14.33万 | 0.01% | 28,768 | 1,409 | 5.2% | $7,017 | 加仓 |
| BBD | BANCO BRADESCO S A | $14.70万 | 0.01% | 42,350 | 304 | 0.7% | $1,055 | 加仓 |
| SSL | SASOL LTD | $14.98万 | 0.01% | 15,253 | 644 | 4.4% | $6,324 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $15.03万 | 0.01% | 17,998 | 4,099 | 29.5% | $3.42万 | 加仓 |
| EEM | ISHARES TR | $16.01万 | 0.01% | 2,340 | 2,340 | — | $16.01万 | 新建仓 |
| WEN | WENDYS CO | $16.01万 | 0.01% | 19,314 | 5,720 | 42.1% | $4.74万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $17.21万 | 0.01% | 14,342 | 1,146 | 8.7% | $1.38万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $18.41万 | 0.01% | 913 | 3 | 0.3% | $605 | 加仓 |
| SYY | SYSCO CORP | $18.62万 | 0.01% | 2,228 | -897 | -28.7% | -$7.50万 | 减仓 |
| NU | NU HLDGS LTD | $18.89万 | 0.01% | 14,143 | -2,003 | -12.4% | -$2.68万 | 减仓 |
| GMAB | GENMAB A/S | $20.03万 | 0.01% | 7,293 | -171 | -2.3% | -$4,697 | 减仓 |
| — | CYBIN INC | $20.06万 | 0.01% | 30,344 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $20.14万 | 0.01% | 3,344 | 3,344 | — | $20.14万 | 新建仓 |
| VTR | VENTAS INC | $20.14万 | 0.01% | 2,268 | 2,268 | — | $20.14万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $20.15万 | 0.01% | 1,754 | 1,754 | — | $20.15万 | 新建仓 |
| OKLO | OKLO INC | $20.19万 | 0.01% | 3,859 | 30 | 0.8% | $1,570 | 重新持有 |
| CVE | CENOVUS ENERGY INC | $20.27万 | 0.01% | 8,169 | 166 | 2.1% | $4,118 | 加仓 |
| VEEV | VEEVA SYS INC | $20.34万 | 0.01% | 1,146 | 1,146 | — | $20.34万 | 新建仓 |
| AEG | AEGON LTD | $20.37万 | 0.01% | 24,135 | 85 | 0.4% | $717 | 加仓 |
| DBJP | DBX ETF TR | $20.40万 | 0.01% | 1,777 | 1,777 | — | $20.40万 | 新建仓 |
| KMX | CARMAX INC | $20.56万 | 0.01% | 3,887 | 3,887 | — | $20.56万 | 新建仓 |
| MET | METLIFE INC | $20.64万 | 0.01% | 2,440 | -96 | -3.8% | -$8,123 | 重新持有 |
| BHE | BENCHMARK ELECTRS INC | $20.69万 | 0.01% | 2,097 | 2,097 | — | $20.69万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $20.72万 | 0.01% | 25,356 | 57 | 0.2% | $466 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.76万 | 0.01% | 1,926 | 1,926 | — | $20.76万 | 新建仓 |
| VMC | VULCAN MATLS CO | $20.95万 | 0.01% | 710 | -28 | -3.8% | -$8,260 | 重新持有 |
| STM | STMICROELECTRONICS N V | $20.95万 | 0.01% | 2,798 | 2,798 | — | $20.95万 | 新建仓 |
| IVE | ISHARES TR | $21.03万 | 0.01% | 926 | -22 | -2.3% | -$4,995 | 减仓 |
| ACWI | ISHARES TR | $21.06万 | 0.01% | 1,342 | 1,342 | — | $21.06万 | 新建仓 |
| ARKQ | ARK ETF TR | $21.17万 | 0.01% | 1,601 | 1,601 | — | $21.17万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $21.20万 | 0.01% | 4,170 | 14 | 0.3% | $712 | 加仓 |
| CMCSA | COMCAST CORP NEW | $21.20万 | 0.01% | 8,637 | -8,015 | -48.1% | -$19.68万 | 减仓 |
| BSVO | EA SERIES TRUST | $21.21万 | 0.01% | 7,265 | 7,265 | — | $21.21万 | 新建仓 |
| SNY | SANOFI SA | $21.22万 | 0.01% | 4,975 | -1,582 | -24.1% | -$6.75万 | 减仓 |
| HPQ | HP INC | $21.26万 | 0.01% | 9,691 | 9,691 | — | $21.26万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $21.28万 | 0.01% | 1,460 | -14 | -0.9% | -$2,041 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $21.40万 | 0.01% | 918 | 918 | — | $21.40万 | 新建仓 |
| IWL | ISHARES TR | $21.42万 | 0.01% | 1,158 | 1,158 | — | $21.42万 | 新建仓 |
| EVR | EVERCORE INC | $21.44万 | 0.01% | 628 | 628 | — | $21.44万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $21.47万 | 0.01% | 1,235 | 1,235 | — | $21.47万 | 新建仓 |
| EQNR | EQUINOR ASA | $21.47万 | 0.01% | 6,839 | -414 | -5.7% | -$1.30万 | 减仓 |
| IWF | ISHARES TR | $21.51万 | 0.01% | 1,732 | -184 | -9.6% | -$2.29万 | 减仓 |
| MTB | M & T BK CORP | $21.59万 | 0.01% | 907 | 6 | 0.7% | $1,428 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $21.62万 | 0.01% | 1,720 | 1,720 | — | $21.62万 | 新建仓 |
| DG | DOLLAR GEN CORP | $21.70万 | 0.01% | 1,885 | 57 | 3.1% | $6,561 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $21.82万 | 0.01% | 8,048 | -2,306 | -22.3% | -$6.25万 | 重新持有 |
| PUK | PRUDENTIAL PLC | $21.86万 | 0.01% | 8,155 | -1,396 | -14.6% | -$3.74万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $21.90万 | 0.01% | 2,928 | 2,928 | — | $21.90万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $21.95万 | 0.01% | 4,746 | -189 | -3.8% | -$8,741 | 减仓 |
| WDAY | WORKDAY INC | $22.00万 | 0.01% | 1,797 | -241 | -11.8% | -$2.95万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $22.00万 | 0.01% | 1,320 | -84 | -6.0% | -$1.40万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.04万 | 0.01% | 1,621 | 1,621 | — | $22.04万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $22.10万 | 0.01% | 1,461 | -263 | -15.3% | -$3.98万 | 减仓 |
| FDX | FEDEX CORP | $22.10万 | 0.01% | 706 | 57 | 8.8% | $1.78万 | 加仓 |
| EMN | EASTMAN CHEM CO | $22.13万 | 0.01% | 3,304 | 102 | 3.2% | $6,832 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $22.30万 | 0.01% | 5,082 | 5,082 | — | $22.30万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $22.43万 | 0.01% | 1,677 | 1,677 | — | $22.43万 | 新建仓 |
| F | FORD MTR CO | $22.48万 | 0.01% | 16,176 | 400 | 2.5% | $5,560 | 加仓 |
| ADSK | AUTODESK INC | $22.53万 | 0.01% | 1,159 | -585 | -33.5% | -$11.37万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $22.57万 | 0.01% | 951 | 2 | 0.2% | $475 | 加仓 |
| HAL | HALLIBURTON CO | $22.59万 | 0.01% | 6,655 | 486 | 7.9% | $1.65万 | 加仓 |