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 |
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP | $21.70万 | 0.01% | 1,828 | -9 | -0.5% | -$1,068 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.72万 | 0.01% | 2,624 | 2,624 | — | $21.72万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $21.77万 | 0.01% | 1,247 | 295 | 31.0% | $5.15万 | 加仓 |
| DAL | DELTA AIR LINES INC | $21.85万 | 0.01% | 3,287 | 276 | 9.2% | $1.83万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $21.94万 | 0.01% | 174 | 174 | — | $21.94万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.02万 | 0.01% | 364 | -27 | -6.9% | -$1.63万 | 重新持有 |
| PBA | PEMBINA PIPELINE CORP | $22.09万 | 0.01% | 4,935 | -86 | -1.7% | -$3,849 | 重新持有 |
| TER | TERADYNE INC | $22.12万 | 0.01% | 746 | 746 | — | $22.12万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $22.14万 | 0.01% | 949 | 3 | 0.3% | $700 | 加仓 |
| SYY | SYSCO CORP | $22.29万 | 0.01% | 3,125 | 465 | 17.5% | $3.32万 | 加仓 |
| HSY | HERSHEY CO | $22.32万 | 0.01% | 1,074 | 1,074 | — | $22.32万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $22.33万 | 0.01% | 2,326 | 14 | 0.6% | $1,344 | 加仓 |
| CE | CELANESE CORP DEL | $22.34万 | 0.01% | 3,396 | 3,396 | — | $22.34万 | 新建仓 |
| GRMN | GARMIN LTD | $22.46万 | 0.01% | 968 | 100 | 11.5% | $2.32万 | 重新持有 |
| NTAP | NETAPP INC | $22.48万 | 0.01% | 2,196 | 290 | 15.2% | $2.97万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $22.49万 | 0.01% | 12,039 | -357 | -2.9% | -$6,669 | 减仓 |
| DB | DEUTSCHE BK AG | $22.53万 | 0.01% | 7,564 | 29 | 0.4% | $864 | 加仓 |
| PRK | PARK NATL CORP | $22.53万 | 0.01% | 1,378 | 1 | 0.1% | $163 | 加仓 |
| DHI | D R HORTON INC | $22.53万 | 0.01% | 1,642 | 127 | 8.4% | $1.74万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $22.58万 | 0.01% | 2,104 | 1 | 0.0% | $107 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $22.60万 | 0.01% | 195 | -28 | -12.6% | -$3.25万 | 减仓 |
| EFA | ISHARES TR | $22.69万 | 0.01% | 2,336 | 19 | 0.8% | $1,845 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $22.75万 | 0.02% | 7,553 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $22.75万 | 0.02% | 858 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $22.77万 | 0.02% | 4,788 | 41 | 0.9% | $1,950 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $22.81万 | 0.02% | 1,404 | -4 | -0.3% | -$650 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $22.90万 | 0.02% | 4,939 | -377 | -7.1% | -$1.75万 | 减仓 |
| FIX | COMFORT SYS USA INC | $23.03万 | 0.02% | 167 | 167 | — | $23.03万 | 新建仓 |
| FDX | FEDEX CORP | $23.11万 | 0.02% | 649 | 649 | — | $23.11万 | 新建仓 |
| NU | NU HLDGS LTD | $23.20万 | 0.02% | 16,146 | 444 | 2.8% | $6,380 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $23.57万 | 0.02% | 1,021 | 65 | 6.8% | $1.50万 | 加仓 |
| JD | JD.COM INC | $23.62万 | 0.02% | 7,987 | 294 | 3.8% | $8,694 | 加仓 |
| TGT | TARGET CORP | $23.64万 | 0.02% | 1,950 | 1,950 | — | $23.64万 | 新建仓 |
| BIIB | BIOGEN INC | $23.72万 | 0.02% | 1,294 | 3 | 0.2% | $550 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $23.76万 | 0.02% | 7,086 | 7,086 | — | $23.76万 | 新建仓 |
| SUSB | ISHARES TR | $23.79万 | 0.02% | 9,491 | 393 | 4.3% | $9,851 | 加仓 |
| IJR | ISHARES TR | $23.92万 | 0.02% | 1,924 | 18 | 0.9% | $2,238 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $23.94万 | 0.02% | 7,848 | 7,848 | — | $23.94万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.94万 | 0.02% | 3,294 | 3,294 | — | $23.94万 | 新建仓 |
| NTES | NETEASE COM INC | $24.00万 | 0.02% | 2,144 | 89 | 4.3% | $9,963 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.02万 | 0.02% | 6,251 | 6,251 | — | $24.02万 | 新建仓 |
| HDV | ISHARES TR | $24.04万 | 0.02% | 1,771 | 72 | 4.2% | $9,772 | 加仓 |
| HAL | HALLIBURTON CO | $24.05万 | 0.02% | 6,169 | 6,169 | — | $24.05万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $24.11万 | 0.02% | 2,384 | 10 | 0.4% | $1,012 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.12万 | 0.02% | 7,536 | 94 | 1.3% | $3,009 | 加仓 |
| TRP | TC ENERGY CORP | $24.23万 | 0.02% | 3,871 | -226 | -5.5% | -$1.41万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $24.23万 | 0.02% | 5,052 | -1,610 | -24.2% | -$7.72万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $24.34万 | 0.02% | 3,514 | -33 | -0.9% | -$2,286 | 减仓 |
| USRT | ISHARES TR | $24.42万 | 0.02% | 4,126 | 65 | 1.6% | $3,847 | 加仓 |
| EMN | EASTMAN CHEM CO | $24.44万 | 0.02% | 3,202 | -25 | -0.8% | -$1,908 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $24.47万 | 0.02% | 13,106 | -231 | -1.7% | -$4,313 | 减仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $24.57万 | 0.02% | 20,578 | -2,350 | -10.2% | -$2.81万 | 减仓 |
| RELX | RELX PLC | $24.61万 | 0.02% | 7,424 | -896 | -10.8% | -$2.97万 | 减仓 |
| VRSN | VERISIGN INC | $25.01万 | 0.02% | 1,007 | 26 | 2.7% | $6,457 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $25.06万 | 0.02% | 3,855 | 3,855 | — | $25.06万 | 新建仓 |
| CBRE | CBRE GROUP INC | $25.09万 | 0.02% | 1,852 | -58 | -3.0% | -$7,857 | 减仓 |
| TKC | TURKCELL ILETISIM | $25.33万 | 0.02% | 41,999 | 244 | 0.6% | $1,471 | 加仓 |
| STLD | STEEL DYNAMICS INC | $25.34万 | 0.02% | 1,408 | 1 | 0.1% | $180 | 加仓 |
| AEE | AMEREN CORP | $25.35万 | 0.02% | 2,306 | 2,306 | — | $25.35万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $25.37万 | 0.02% | 3,567 | 8 | 0.2% | $569 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $25.44万 | 0.02% | 1,906 | 207 | 12.2% | $2.76万 | 加仓 |
| PAYX | PAYCHEX INC | $25.63万 | 0.02% | 2,782 | 841 | 43.3% | $7.75万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $25.66万 | 0.02% | 2,267 | 2,267 | — | $25.66万 | 新建仓 |
| COHR | COHERENT CORP | $25.92万 | 0.02% | 1,088 | 1,088 | — | $25.92万 | 新建仓 |
| CIEN | CIENA CORP | $26.09万 | 0.02% | 672 | 672 | — | $26.09万 | 新建仓 |
| EFAV | ISHARES TR | $26.20万 | 0.02% | 2,868 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $26.32万 | 0.02% | 4,257 | 18 | 0.4% | $1,113 | 加仓 |
| WDAY | WORKDAY INC | $26.48万 | 0.02% | 2,038 | 3 | 0.1% | $390 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $26.57万 | 0.02% | 243 | 6 | 2.5% | $6,560 | 加仓 |
| ARKK | ARK ETF TR | $26.59万 | 0.02% | 3,934 | 85 | 2.2% | $5,745 | 加仓 |
| BAP | CREDICORP LTD | $26.93万 | 0.02% | 794 | -17 | -2.1% | -$5,766 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $26.94万 | 0.02% | 4,492 | -12 | -0.3% | -$720 | 减仓 |
| BDX | BECTON DICKINSON & CO | $27.10万 | 0.02% | 1,724 | 46 | 2.7% | $7,231 | 加仓 |
| IWD | ISHARES TR | $27.14万 | 0.02% | 1,270 | 2 | 0.2% | $427 | 加仓 |
| OKE | ONEOK INC NEW | $27.14万 | 0.02% | 3,003 | 26 | 0.9% | $2,350 | 加仓 |
| PUK | PRUDENTIAL PLC | $27.15万 | 0.02% | 9,551 | 436 | 4.8% | $1.24万 | 加仓 |
| ABNB | AIRBNB INC | $27.20万 | 0.02% | 2,154 | 285 | 15.2% | $3.60万 | 加仓 |
| IWM | ISHARES TR | $27.21万 | 0.02% | 1,097 | 9 | 0.8% | $2,232 | 加仓 |
| BWA | BORGWARNER INC | $27.21万 | 0.02% | 5,014 | -12 | -0.2% | -$651 | 减仓 |
| PCAR | PACCAR INC | $27.30万 | 0.02% | 2,364 | 2 | 0.1% | $231 | 加仓 |
| NTR | NUTRIEN LTD | $27.35万 | 0.02% | 3,624 | 34 | 0.9% | $2,566 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.50万 | 0.02% | 594 | 1 | 0.2% | $463 | 加仓 |
| NDAQ | NASDAQ INC | $27.65万 | 0.02% | 3,257 | 448 | 15.9% | $3.80万 | 加仓 |
| EXC | EXELON CORP | $27.68万 | 0.02% | 5,646 | -20 | -0.4% | -$980 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $27.76万 | 0.02% | 395 | 395 | — | $27.76万 | 新建仓 |
| MSCI | MSCI INC | $27.81万 | 0.02% | 516 | 4 | 0.8% | $2,156 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $27.97万 | 0.02% | 11,711 | -308 | -2.6% | -$7,355 | 减仓 |
| STT | STATE STR CORP | $28.29万 | 0.02% | 2,235 | 512 | 29.7% | $6.48万 | 加仓 |
| ARGX | ARGENX SE | $28.33万 | 0.02% | 388 | -14 | -3.5% | -$1.02万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $28.41万 | 0.02% | 7,335 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $28.50万 | 0.02% | 6,108 | 47 | 0.8% | $2,193 | 加仓 |
| CTVA | CORTEVA INC | $28.71万 | 0.02% | 3,430 | 7 | 0.2% | $586 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.86万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $28.91万 | 0.02% | 2,997 | 379 | 14.5% | $3.66万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $28.95万 | 0.02% | 10,541 | -422 | -3.8% | -$1.16万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $28.98万 | 0.02% | 898 | 898 | — | $28.98万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $29.04万 | 0.02% | 8,658 | -155 | -1.8% | -$5,199 | 减仓 |
| DDOG | DATADOG INC | $29.04万 | 0.02% | 2,460 | 273 | 12.5% | $3.22万 | 加仓 |
| VPU | VANGUARD WORLD FD | $29.21万 | 0.02% | 1,474 | 6 | 0.4% | $1,189 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $29.43万 | 0.02% | 5,848 | 103 | 1.8% | $5,183 | 加仓 |