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 |
|---|---|---|---|---|---|---|---|---|
| L | LOEWS CORP | $22.60万 | 0.01% | 1,996 | 27 | 1.4% | $3,057 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $22.72万 | 0.01% | 2,341 | 15 | 0.6% | $1,456 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $22.91万 | 0.01% | 3,159 | 3,159 | — | $22.91万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $22.94万 | 0.01% | 9,450 | 9,450 | — | $22.94万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $22.96万 | 0.01% | 1,409 | -18 | -1.3% | -$2,934 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $23.10万 | 0.01% | 864 | 864 | — | $23.10万 | 新建仓 |
| TWLO | TWILIO INC | $23.15万 | 0.01% | 1,122 | 1,122 | — | $23.15万 | 新建仓 |
| RACE | FERRARI N V | $23.16万 | 0.01% | 622 | 19 | 3.2% | $7,073 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.31万 | 0.01% | 2,820 | 196 | 7.5% | $1.62万 | 加仓 |
| NTRA | NATERA INC | $23.34万 | 0.01% | 860 | 860 | — | $23.34万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.41万 | 0.01% | 351 | -13 | -3.6% | -$8,670 | 减仓 |
| GRMN | GARMIN LTD | $23.42万 | 0.01% | 986 | 18 | 1.9% | $4,276 | 加仓 |
| MDYV | SPDR SERIES TRUST | $23.57万 | 0.01% | 2,485 | 11 | 0.4% | $1,043 | 加仓 |
| LOGI | LOGITECH INTL S A | $23.64万 | 0.01% | 2,514 | 259 | 11.5% | $2.44万 | 加仓 |
| KKR | KKR & CO INC | $23.71万 | 0.01% | 2,583 | 266 | 11.5% | $2.44万 | 加仓 |
| IUSG | ISHARES TR | $23.72万 | 0.01% | 1,261 | 0 | 0.0% | — | 重新持有 |
| DOW | DOW HLDGS INC | $23.75万 | 0.01% | 8,681 | 3,715 | 74.8% | $10.16万 | 加仓 |
| NTR | NUTRIEN LTD | $23.80万 | 0.01% | 3,780 | 156 | 4.3% | $9,820 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $23.87万 | 0.01% | 41,306 | 2,066 | 5.3% | $1.19万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.90万 | 0.01% | 956 | 58 | 6.5% | $1.45万 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $24.03万 | 0.01% | 3,941 | -4 | -0.1% | -$244 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.22万 | 0.01% | 8,230 | 1,342 | 19.5% | $3.95万 | 加仓 |
| EME | EMCOR GROUP INC | $24.23万 | 0.01% | 292 | 292 | — | $24.23万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.28万 | 0.01% | 2,684 | -2 | -0.1% | -$181 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $24.32万 | 0.01% | 2,400 | 16 | 0.7% | $1,621 | 加仓 |
| HDV | ISHARES TR | $24.35万 | 0.01% | 8,882 | 27 | 0.3% | $740 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $24.40万 | 0.01% | 1,428 | 1,428 | — | $24.40万 | 新建仓 |
| EFA | ISHARES TR | $24.43万 | 0.01% | 2,352 | 16 | 0.7% | $1,662 | 加仓 |
| HLN | HALEON PLC | $24.44万 | 0.01% | 26,196 | 9,542 | 57.3% | $8.90万 | 加仓 |
| SUSB | ISHARES TR | $24.49万 | 0.01% | 9,800 | 309 | 3.3% | $7,722 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $24.52万 | 0.01% | 21,051 | 473 | 2.3% | $5,510 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.55万 | 0.01% | 2,075 | 269 | 14.9% | $3.18万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $24.55万 | 0.01% | 1,866 | -1,079 | -36.6% | -$14.20万 | 减仓 |
| B | BARRICK MNG CORP | $24.61万 | 0.01% | 6,701 | -693 | -9.4% | -$2.55万 | 减仓 |
| EAGG | ISHARES TR | $24.68万 | 0.01% | 5,205 | 417 | 8.7% | $1.98万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $24.84万 | 0.01% | 7,424 | -1,234 | -14.3% | -$4.13万 | 减仓 |
| ES | EVERSOURCE ENERGY | $24.86万 | 0.01% | 3,440 | -74 | -2.1% | -$5,348 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $24.93万 | 0.01% | 1,086 | 22 | 2.1% | $5,051 | 重新持有 |
| TKC | TURKCELL ILETISIM | $24.98万 | 0.01% | 42,491 | 492 | 1.2% | $2,893 | 加仓 |
| CNC | CENTENE CORP DEL | $25.00万 | 0.01% | 3,894 | 3,894 | — | $25.00万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $25.00万 | 0.01% | 1,882 | 9 | 0.5% | $1,195 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $25.02万 | 0.01% | 5,239 | 5,239 | — | $25.02万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $25.11万 | 0.01% | 4,669 | 4,669 | — | $25.11万 | 新建仓 |
| EFAV | ISHARES TR | $25.15万 | 0.01% | 2,868 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $25.17万 | 0.01% | 14,279 | 440 | 3.2% | $7,757 | 加仓 |
| PRK | PARK NATL CORP | $25.24万 | 0.01% | 1,379 | 1 | 0.1% | $183 | 加仓 |
| IVW | ISHARES TR | $25.26万 | 0.01% | 1,837 | 1,837 | — | $25.26万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $25.29万 | 0.01% | 3,325 | 616 | 22.7% | $4.68万 | 重新持有 |
| ILMN | ILLUMINA INC | $25.30万 | 0.01% | 1,439 | 1,439 | — | $25.30万 | 新建仓 |
| SANM | SANMINA CORP | $25.41万 | 0.01% | 1,004 | 1,004 | — | $25.41万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $25.44万 | 0.01% | 7,481 | -55 | -0.7% | -$1,870 | 减仓 |
| IRM | IRON MTN INC DEL | $25.49万 | 0.01% | 2,018 | 6 | 0.3% | $758 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $25.50万 | 0.01% | 3,128 | 37 | 1.2% | $3,016 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $25.54万 | 0.01% | 3,654 | 3,654 | — | $25.54万 | 新建仓 |
| AEE | AMEREN CORP | $25.65万 | 0.01% | 2,269 | -37 | -1.6% | -$4,182 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $25.76万 | 0.01% | 13,331 | 1,620 | 13.8% | $3.13万 | 加仓 |
| TRP | TC ENERGY CORP | $25.82万 | 0.01% | 3,895 | 24 | 0.6% | $1,591 | 加仓 |
| TGT | TARGET CORP | $25.84万 | 0.01% | 1,978 | 28 | 1.4% | $3,657 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $25.87万 | 0.01% | 1,011 | -10 | -1.0% | -$2,559 | 减仓 |
| VRSN | VERISIGN INC | $25.89万 | 0.01% | 1,029 | 22 | 2.2% | $5,534 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $25.94万 | 0.02% | 416 | -45 | -9.8% | -$2.81万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.09万 | 0.02% | 3,415 | 121 | 3.7% | $9,244 | 加仓 |
| NDAQ | NASDAQ INC | $26.12万 | 0.02% | 3,314 | 57 | 1.8% | $4,493 | 加仓 |
| SNOW | SNOWFLAKE INC | $26.19万 | 0.02% | 1,029 | 1,029 | — | $26.19万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.55万 | 0.02% | 7,976 | 1,725 | 27.6% | $5.74万 | 加仓 |
| EXC | EXELON CORP | $26.87万 | 0.02% | 5,763 | 117 | 2.1% | $5,455 | 加仓 |
| SLB | SLB LIMITED | $26.89万 | 0.02% | 5,784 | 50 | 0.9% | $2,324 | 加仓 |
| CBRE | CBRE GROUP INC | $26.91万 | 0.02% | 1,998 | 146 | 7.9% | $1.97万 | 加仓 |
| DB | DEUTSCHE BK AG | $27.01万 | 0.02% | 8,001 | 437 | 5.8% | $1.48万 | 加仓 |
| DHI | D R HORTON INC | $27.02万 | 0.02% | 1,659 | 17 | 1.0% | $2,769 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $27.26万 | 0.02% | 4,270 | 4,270 | — | $27.26万 | 新建仓 |
| RBA | RB GLOBAL INC | $27.33万 | 0.02% | 2,347 | 201 | 9.4% | $2.34万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $27.44万 | 0.02% | 17,116 | 1,130 | 7.1% | $1.81万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $27.50万 | 0.02% | 8,116 | 563 | 7.5% | $1.91万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $27.57万 | 0.02% | 207 | 12 | 6.2% | $1.60万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $27.73万 | 0.02% | 8,673 | 1,587 | 22.4% | $5.07万 | 加仓 |
| RKLB | ROCKET LAB CORP | $27.78万 | 0.02% | 2,733 | 2,733 | — | $27.78万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $27.86万 | 0.02% | 11,795 | 103 | 0.9% | $2,433 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $27.89万 | 0.02% | 2,541 | -456 | -15.2% | -$5.01万 | 减仓 |
| VPU | VANGUARD WORLD FD | $27.98万 | 0.02% | 1,430 | -44 | -3.0% | -$8,609 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $28.25万 | 0.02% | 2,988 | 2,988 | — | $28.25万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $28.30万 | 0.02% | 1,513 | 1,513 | — | $28.30万 | 新建仓 |
| BIIB | BIOGEN INC | $28.30万 | 0.02% | 1,310 | 16 | 1.2% | $3,457 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $28.37万 | 0.02% | 5,059 | 7 | 0.1% | $392 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $28.52万 | 0.02% | 2,844 | 639 | 29.0% | $6.41万 | 重新持有 |
| MSCI | MSCI INC | $28.56万 | 0.02% | 510 | -6 | -1.2% | -$3,360 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $28.58万 | 0.02% | 1,035 | 1,035 | — | $28.58万 | 新建仓 |
| PCAR | PACCAR INC | $28.78万 | 0.02% | 2,396 | 32 | 1.4% | $3,844 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $28.89万 | 0.02% | 12,492 | -614 | -4.7% | -$1.42万 | 减仓 |
| CTAS | CINTAS CORP | $28.98万 | 0.02% | 1,704 | -286 | -14.4% | -$4.86万 | 减仓 |
| PAYX | PAYCHEX INC | $29.04万 | 0.02% | 2,953 | 171 | 6.1% | $1.68万 | 加仓 |
| CTVA | CORTEVA INC | $29.23万 | 0.02% | 3,452 | 22 | 0.6% | $1,863 | 加仓 |
| D | DOMINION ENERGY INC | $29.32万 | 0.02% | 4,294 | 37 | 0.9% | $2,527 | 加仓 |
| USRT | ISHARES TR | $29.43万 | 0.02% | 4,429 | 303 | 7.3% | $2.01万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $29.45万 | 0.02% | 1,332 | 1,332 | — | $29.45万 | 新建仓 |
| RELX | RELX PLC | $29.46万 | 0.02% | 9,302 | 1,878 | 25.3% | $5.95万 | 加仓 |
| IJR | ISHARES TR | $29.46万 | 0.02% | 1,987 | 63 | 3.3% | $9,341 | 加仓 |
| HON | HONEYWELL INTL INC | $29.53万 | 0.02% | 1,319 | -1,178 | -47.2% | -$26.38万 | 减仓 |
| DTM | DT MIDSTREAM INC | $29.96万 | 0.02% | 2,042 | 2,042 | — | $29.96万 | 新建仓 |
| E | ENI SPA | $30.03万 | 0.02% | 6,408 | 49 | 0.8% | $2,296 | 加仓 |