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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $29.47万 | 0.02% | 5,734 | 101 | 1.8% | $5,190 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $29.61万 | 0.02% | 15,986 | 698 | 4.6% | $1.29万 | 加仓 |
| VFH | VANGUARD WORLD FD | $29.67万 | 0.02% | 2,456 | -23 | -0.9% | -$2,778 | 减仓 |
| YUM | YUM BRANDS INC | $29.70万 | 0.02% | 1,910 | 123 | 6.9% | $1.91万 | 加仓 |
| RIO | RIO TINTO PLC | $29.71万 | 0.02% | 3,185 | 291 | 10.1% | $2.71万 | 加仓 |
| NOK | NOKIA CORP | $29.83万 | 0.02% | 37,102 | -146 | -0.4% | -$1,174 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $29.96万 | 0.02% | 5,198 | 130 | 2.6% | $7,493 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $29.99万 | 0.02% | 3,986 | -358 | -8.2% | -$2.69万 | 减仓 |
| VST | VISTRA CORP | $30.01万 | 0.02% | 1,996 | 279 | 16.2% | $4.19万 | 加仓 |
| B | BARRICK MNG CORP | $30.16万 | 0.02% | 7,394 | -47 | -0.6% | -$1,917 | 减仓 |
| NUE | NUCOR CORP | $30.30万 | 0.02% | 1,792 | 2 | 0.1% | $338 | 加仓 |
| EQNR | EQUINOR ASA | $30.61万 | 0.02% | 7,253 | 7,253 | — | $30.61万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.71万 | 0.02% | 784 | -32 | -3.9% | -$1.25万 | 减仓 |
| TFC | TRUIST FINL CORP | $30.76万 | 0.02% | 6,692 | 95 | 1.4% | $4,367 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $30.95万 | 0.02% | 4,365 | 10 | 0.2% | $709 | 加仓 |
| MDT | MEDTRONIC PLC | $30.97万 | 0.02% | 3,574 | -1,080 | -23.2% | -$9.36万 | 减仓 |
| GM | GENERAL MTRS CO | $31.35万 | 0.02% | 4,208 | 212 | 5.3% | $1.58万 | 加仓 |
| NVO | NOVO-NORDISK A S | $31.56万 | 0.02% | 8,587 | -5,789 | -40.3% | -$21.27万 | 减仓 |
| SNY | SANOFI SA | $31.59万 | 0.02% | 6,557 | -22 | -0.3% | -$1,060 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.62万 | 0.02% | 13,279 | -252 | -1.9% | -$6,000 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $31.72万 | 0.02% | 63,071 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $32.02万 | 0.02% | 1,182 | 16 | 1.4% | $4,334 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $32.03万 | 0.02% | 1,116 | 18 | 1.6% | $5,166 | 加仓 |
| IWP | ISHARES TR | $32.04万 | 0.02% | 2,501 | 1 | 0.0% | $128 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $32.42万 | 0.02% | 1,975 | 246 | 14.2% | $4.04万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $32.61万 | 0.02% | 554 | -5 | -0.9% | -$2,943 | 减仓 |
| — | ELECTRONIC ARTS INC | $32.62万 | 0.02% | 1,600 | 25 | 1.6% | $5,097 | 加仓 |
| CIB | GRUPO CIBEST SA | $32.70万 | 0.02% | 4,491 | 14 | 0.3% | $1,019 | 加仓 |
| VBK | VANGUARD INDEX FDS | $32.99万 | 0.02% | 1,091 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $32.99万 | 0.02% | 4,756 | -12 | -0.3% | -$832 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $33.07万 | 0.02% | 1,835 | 50 | 2.8% | $9,012 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $33.24万 | 0.02% | 1,782 | 27 | 1.5% | $5,036 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.63万 | 0.02% | 937 | 61 | 7.0% | $2.19万 | 加仓 |
| CTAS | CINTAS CORP | $33.66万 | 0.02% | 1,990 | -5 | -0.3% | -$846 | 减仓 |
| SNPS | SYNOPSYS INC | $33.98万 | 0.02% | 857 | -127 | -12.9% | -$5.04万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $34.00万 | 0.02% | 765 | -22 | -2.8% | -$9,777 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $34.20万 | 0.02% | 1,750 | 64 | 3.8% | $1.25万 | 加仓 |
| DX | DYNEX CAP INC | $34.34万 | 0.02% | 26,914 | -16,530 | -38.0% | -$21.09万 | 减仓 |
| NMR | NOMURA HLDGS INC | $34.56万 | 0.02% | 43,800 | 213 | 0.5% | $1,681 | 加仓 |
| TRGP | TARGA RES CORP | $34.64万 | 0.02% | 1,382 | 9 | 0.7% | $2,256 | 加仓 |
| IONQ | IONQ INC | $34.94万 | 0.02% | 12,120 | -445 | -3.5% | -$1.28万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.97万 | 0.02% | 1,204 | -42 | -3.4% | -$1.22万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $35.01万 | 0.02% | 4,881 | -134 | -2.7% | -$9,612 | 减仓 |
| AME | AMETEK INC | $35.09万 | 0.02% | 1,637 | -51 | -3.0% | -$1.09万 | 减仓 |
| NGG | NATIONAL GRID PLC | $35.20万 | 0.02% | 4,161 | 233 | 5.9% | $1.97万 | 加仓 |
| GSK | GSK PLC | $35.50万 | 0.02% | 6,432 | 21 | 0.3% | $1,159 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.62万 | 0.02% | 461 | 3 | 0.7% | $2,318 | 加仓 |
| CNI | CANADIAN NATL RY CO | $35.62万 | 0.02% | 3,466 | 204 | 6.3% | $2.10万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $35.67万 | 0.02% | 490 | -15 | -3.0% | -$1.09万 | 减仓 |
| KGC | KINROSS GOLD CORP | $35.68万 | 0.02% | 11,692 | -1,343 | -10.3% | -$4.10万 | 减仓 |
| E | ENI SPA | $36.00万 | 0.02% | 6,359 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $36.42万 | 0.02% | 1,541 | 3 | 0.2% | $709 | 加仓 |
| IMO | IMPERIAL OIL LTD | $36.66万 | 0.02% | 2,802 | -179 | -6.0% | -$2.34万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.84万 | 0.02% | 849 | 193 | 29.4% | $8.38万 | 加仓 |
| WS | WORTHINGTON STL INC | $36.87万 | 0.02% | 12,148 | 1 | 0.0% | $30 | 加仓 |
| JBL | JABIL INC | $36.87万 | 0.02% | 1,388 | 57 | 4.3% | $1.51万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $36.89万 | 0.02% | 14,478 | -1,122 | -7.2% | -$2.86万 | 减仓 |
| CVS | CVS HEALTH CORP | $36.96万 | 0.02% | 5,146 | -759 | -12.9% | -$5.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.05万 | 0.02% | 3,741 | 348 | 10.3% | $3.45万 | 加仓 |
| EBAY | EBAY INC. | $37.08万 | 0.02% | 4,074 | 19 | 0.5% | $1,729 | 加仓 |
| O | REALTY INCOME CORP | $37.25万 | 0.02% | 6,089 | 628 | 11.5% | $3.84万 | 加仓 |
| APP | APPLOVIN CORP | $37.29万 | 0.02% | 937 | -104 | -10.0% | -$4.14万 | 减仓 |
| BP | BP PLC | $37.36万 | 0.02% | 7,949 | -1,068 | -11.8% | -$5.02万 | 减仓 |
| AFL | AFLAC INC | $37.46万 | 0.02% | 3,414 | 52 | 1.5% | $5,705 | 加仓 |
| ROST | ROSS STORES INC | $37.54万 | 0.02% | 1,733 | 69 | 4.1% | $1.49万 | 加仓 |
| NET | CLOUDFLARE INC | $37.55万 | 0.02% | 1,820 | 314 | 20.8% | $6.48万 | 加仓 |
| — | EA SERIES TRUST | $37.64万 | 0.02% | 9,632 | -2,481 | -20.5% | -$9.70万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $37.83万 | 0.02% | 4,809 | -603 | -11.1% | -$4.74万 | 减仓 |
| PABU | ISHARES TR | $37.99万 | 0.03% | 5,734 | 480 | 9.1% | $3.18万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $38.01万 | 0.03% | 4,460 | -796 | -15.1% | -$6.78万 | 减仓 |
| PDD | PDD HOLDINGS INC | $38.07万 | 0.03% | 3,726 | 846 | 29.4% | $8.64万 | 加仓 |
| IX | ORIX CORP | $38.37万 | 0.03% | 12,794 | -82 | -0.6% | -$2,459 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.54万 | 0.03% | 1,852 | 19 | 1.0% | $3,954 | 加仓 |
| CPNG | COUPANG INC | $38.61万 | 0.03% | 20,450 | 11,150 | 119.9% | $21.05万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $38.65万 | 0.03% | 1,375 | -5 | -0.4% | -$1,405 | 减仓 |
| DJP | BARCLAYS BANK PLC | $38.83万 | 0.03% | 8,067 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $38.99万 | 0.03% | 5,381 | 49 | 0.9% | $3,551 | 加仓 |
| BN | BROOKFIELD CORP | $39.28万 | 0.03% | 9,706 | -1,098 | -10.2% | -$4.44万 | 减仓 |
| FAST | FASTENAL CO | $39.35万 | 0.03% | 8,481 | 181 | 2.2% | $8,398 | 加仓 |
| IXN | ISHARES TR | $39.42万 | 0.03% | 3,943 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $39.66万 | 0.03% | 6,340 | -93 | -1.4% | -$5,818 | 减仓 |
| MFC | MANULIFE FINL CORP | $39.70万 | 0.03% | 11,526 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.70万 | 0.03% | 7,941 | -700 | -8.1% | -$3.50万 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $39.82万 | 0.03% | 27,947 | 2,325 | 9.1% | $3.31万 | 加仓 |
| FTNT | FORTINET INC | $40.02万 | 0.03% | 4,897 | 787 | 19.1% | $6.43万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.08万 | 0.03% | 2,945 | 165 | 5.9% | $2.25万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $40.47万 | 0.03% | 1,848 | 218 | 13.4% | $4.77万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $40.95万 | 0.03% | 8,814 | 2,949 | 50.3% | $13.70万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $41.38万 | 0.03% | 4,250 | 4 | 0.1% | $389 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.68万 | 0.03% | 3,183 | 99 | 3.2% | $1.30万 | 加仓 |
| ADSK | AUTODESK INC | $41.75万 | 0.03% | 1,744 | 7 | 0.4% | $1,676 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $41.80万 | 0.03% | 3,091 | 1 | 0.0% | $135 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $42.01万 | 0.03% | 24,756 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $42.21万 | 0.03% | 11,891 | 2,199 | 22.7% | $7.81万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $42.53万 | 0.03% | 5,254 | 245 | 4.9% | $1.98万 | 加仓 |
| URI | UNITED RENTALS INC | $42.55万 | 0.03% | 584 | 33 | 6.0% | $2.40万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.55万 | 0.03% | 7,016 | 464 | 7.1% | $2.81万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $42.56万 | 0.03% | 3,588 | -85 | -2.3% | -$1.01万 | 减仓 |
| SRE | SEMPRA | $43.53万 | 0.03% | 4,480 | 384 | 9.4% | $3.73万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $43.80万 | 0.03% | 2,158 | -3 | -0.1% | -$609 | 减仓 |