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 |
|---|---|---|---|---|---|---|---|---|
| AIG | AMERICAN INTL GROUP INC | $30.23万 | 0.02% | 4,056 | 70 | 1.8% | $5,217 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $30.26万 | 0.02% | 11,349 | 808 | 7.7% | $2.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $30.45万 | 0.02% | 3,892 | 318 | 8.9% | $2.49万 | 加仓 |
| BP | BP PLC | $30.59万 | 0.02% | 8,278 | 329 | 4.1% | $1.22万 | 加仓 |
| IWD | ISHARES TR | $30.77万 | 0.02% | 1,269 | -1 | -0.1% | -$242 | 减仓 |
| YUM | YUM BRANDS INC | $30.84万 | 0.02% | 1,929 | 19 | 1.0% | $3,037 | 加仓 |
| BAP | CREDICORP LTD | $30.97万 | 0.02% | 795 | 1 | 0.1% | $390 | 加仓 |
| VST | VISTRA CORP | $31.00万 | 0.02% | 1,954 | -42 | -2.1% | -$6,662 | 减仓 |
| ABNB | AIRBNB INC | $31.12万 | 0.02% | 2,175 | 21 | 1.0% | $3,005 | 加仓 |
| RIO | RIO TINTO PLC | $31.13万 | 0.02% | 3,279 | 94 | 3.0% | $8,923 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $31.23万 | 0.02% | 2,510 | -577 | -18.7% | -$7.18万 | 减仓 |
| DTE | DTE ENERGY CO | $31.34万 | 0.02% | 2,057 | 2,057 | — | $31.34万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $31.41万 | 0.02% | 2,804 | 2 | 0.1% | $224 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $31.50万 | 0.02% | 4,495 | 3 | 0.1% | $210 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $31.51万 | 0.02% | 7,200 | 7,200 | — | $31.51万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $31.53万 | 0.02% | 2,396 | -60 | -2.4% | -$7,894 | 减仓 |
| NI | NISOURCE INC | $31.61万 | 0.02% | 6,649 | 541 | 8.9% | $2.57万 | 加仓 |
| DASH | DOORDASH INC | $31.70万 | 0.02% | 1,718 | 305 | 21.6% | $5.63万 | 加仓 |
| DAL | DELTA AIR LINES INC | $31.70万 | 0.02% | 3,385 | 98 | 3.0% | $9,179 | 加仓 |
| INTU | INTUIT | $32.02万 | 0.02% | 1,227 | -503 | -29.1% | -$13.13万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $32.05万 | 0.02% | 7,335 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $32.30万 | 0.02% | 560 | 6 | 1.1% | $3,460 | 加仓 |
| STLD | STEEL DYNAMICS INC | $32.33万 | 0.02% | 1,409 | 1 | 0.1% | $229 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $32.44万 | 0.02% | 4,423 | 745 | 20.3% | $5.46万 | 加仓 |
| GM | GENERAL MTRS CO | $32.80万 | 0.02% | 4,255 | 47 | 1.1% | $3,623 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $32.90万 | 0.02% | 238 | -5 | -2.1% | -$6,912 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $32.92万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $33.17万 | 0.02% | 1,847 | 12 | 0.7% | $2,155 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $33.22万 | 0.02% | 1,919 | 13 | 0.7% | $2,251 | 加仓 |
| BWA | BORGWARNER INC | $33.33万 | 0.02% | 5,020 | 6 | 0.1% | $398 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.40万 | 0.02% | 2,153 | -5 | -0.2% | -$776 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $33.45万 | 0.02% | 897 | -1 | -0.1% | -$373 | 减仓 |
| TFC | TRUIST FINL CORP | $33.52万 | 0.02% | 6,728 | 36 | 0.5% | $1,794 | 加仓 |
| IWM | ISHARES TR | $33.59万 | 0.02% | 1,118 | 21 | 1.9% | $6,309 | 加仓 |
| FLEX | FLEX LTD | $33.63万 | 0.02% | 2,075 | 2,075 | — | $33.63万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $33.75万 | 0.02% | 1,391 | 16 | 1.2% | $3,883 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $33.85万 | 0.02% | 815 | -34 | -4.0% | -$1.41万 | 减仓 |
| NTES | NETEASE COM INC | $33.92万 | 0.02% | 2,647 | 503 | 23.5% | $6.45万 | 加仓 |
| BX | BLACKSTONE INC | $34.09万 | 0.02% | 2,897 | 169 | 6.2% | $1.99万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.70万 | 0.02% | 1,184 | -20 | -1.7% | -$5,862 | 减仓 |
| — | ELECTRONIC ARTS INC | $34.77万 | 0.02% | 1,696 | 96 | 6.0% | $1.97万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $34.80万 | 0.02% | 2,104 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $34.80万 | 0.02% | 6,639 | 207 | 3.2% | $1.09万 | 加仓 |
| NGG | NATIONAL GRID PLC | $35.20万 | 0.02% | 4,248 | 87 | 2.1% | $7,210 | 加仓 |
| RSG | REPUBLIC SVCS INC | $35.24万 | 0.02% | 1,654 | -194 | -10.5% | -$4.13万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $35.26万 | 0.02% | 8,067 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $35.32万 | 0.02% | 730 | -16 | -2.1% | -$7,741 | 减仓 |
| ARKK | ARK ETF TR | $35.37万 | 0.02% | 4,376 | 442 | 11.2% | $3.57万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $35.55万 | 0.02% | 775 | 10 | 1.3% | $4,588 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $35.57万 | 0.02% | 6,627 | -7 | -0.1% | -$376 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $35.57万 | 0.02% | 8,335 | 46 | 0.6% | $1,963 | 加仓 |
| VSAT | VIASAT INC | $35.61万 | 0.02% | 3,965 | 3,965 | — | $35.61万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $35.69万 | 0.02% | 40,652 | -3,148 | -7.2% | -$2.76万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $35.80万 | 0.02% | 2,908 | -717 | -19.8% | -$8.83万 | 减仓 |
| AZO | AUTOZONE INC | $36.43万 | 0.02% | 114 | -16 | -12.3% | -$5.11万 | 减仓 |
| ARGX | ARGENX SE | $36.55万 | 0.02% | 394 | 6 | 1.5% | $5,567 | 加仓 |
| IWP | ISHARES TR | $36.66万 | 0.02% | 2,504 | 3 | 0.1% | $439 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $36.72万 | 0.02% | 62,979 | -92 | -0.1% | -$536 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $36.76万 | 0.02% | 6,356 | 1,158 | 22.3% | $6.70万 | 加仓 |
| CIEN | CIENA CORP | $36.99万 | 0.02% | 754 | 82 | 12.2% | $4.02万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $37.09万 | 0.02% | 8,977 | 3,129 | 53.5% | $12.93万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $37.13万 | 0.02% | 1,714 | -36 | -2.1% | -$7,798 | 减仓 |
| ROST | ROSS STORES INC | $37.25万 | 0.02% | 1,750 | 17 | 1.0% | $3,618 | 加仓 |
| O | REALTY INCOME CORP | $37.29万 | 0.02% | 6,019 | -70 | -1.1% | -$4,337 | 减仓 |
| FIX | COMFORT SYS USA INC | $37.46万 | 0.02% | 189 | 22 | 13.2% | $4.36万 | 加仓 |
| CIB | GRUPO CIBEST SA | $37.56万 | 0.02% | 4,729 | 238 | 5.3% | $1.89万 | 加仓 |
| NTAP | NETAPP INC | $37.61万 | 0.02% | 2,430 | 234 | 10.7% | $3.62万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $37.63万 | 0.02% | 14,478 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $37.65万 | 0.02% | 1,032 | 325 | 46.0% | $11.86万 | 重新持有 |
| HDB | HDFC BANK LTD | $37.78万 | 0.02% | 14,628 | -20,564 | -58.4% | -$53.12万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.81万 | 0.02% | 1,301 | -9 | -0.7% | -$2,615 | 减仓 |
| HCA | HCA HEALTHCARE INC | $37.86万 | 0.02% | 971 | -92 | -8.7% | -$3.59万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $37.91万 | 0.02% | 477 | -13 | -2.7% | -$1.03万 | 减仓 |
| PSA | PUBLIC STORAGE | $38.01万 | 0.02% | 1,194 | 12 | 1.0% | $3,820 | 加仓 |
| BN | BROOKFIELD CORP | $38.02万 | 0.02% | 8,926 | -780 | -8.0% | -$3.32万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $38.13万 | 0.02% | 1,212 | 96 | 8.6% | $3.02万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.24万 | 0.02% | 10,401 | 10,401 | — | $38.24万 | 新建仓 |
| KR | KROGER CO | $38.69万 | 0.02% | 6,967 | -462 | -6.2% | -$2.57万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.86万 | 0.02% | 744 | 150 | 25.3% | $7.84万 | 加仓 |
| AME | AMETEK INC | $38.95万 | 0.02% | 1,610 | -27 | -1.6% | -$6,532 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.03万 | 0.02% | 7,705 | -236 | -3.0% | -$1.20万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $39.18万 | 0.02% | 1,713 | 1,713 | — | $39.18万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $39.31万 | 0.02% | 4,860 | 610 | 14.4% | $4.93万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $39.54万 | 0.02% | 4,798 | 42 | 0.9% | $3,461 | 加仓 |
| MPLX | MPLX LP | $39.57万 | 0.02% | 7,025 | 7,025 | — | $39.57万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $39.79万 | 0.02% | 4,340 | -120 | -2.7% | -$1.10万 | 减仓 |
| NUE | NUCOR CORP | $39.92万 | 0.02% | 1,792 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $39.93万 | 0.02% | 8,314 | -167 | -2.0% | -$8,021 | 减仓 |
| VSGX | VANGUARD WORLD FD | $40.00万 | 0.02% | 4,858 | -23 | -0.5% | -$1,894 | 减仓 |
| SNPS | SYNOPSYS INC | $40.01万 | 0.02% | 897 | 40 | 4.7% | $1.78万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $40.08万 | 0.02% | 1,792 | 10 | 0.6% | $2,237 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.09万 | 0.02% | 6,958 | -58 | -0.8% | -$3,342 | 减仓 |
| STT | STATE STR CORP | $40.13万 | 0.02% | 2,366 | 131 | 5.9% | $2.22万 | 加仓 |
| AFL | AFLAC INC | $40.33万 | 0.02% | 3,440 | 26 | 0.8% | $3,048 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $40.68万 | 0.02% | 21,000 | -15,663 | -42.7% | -$30.34万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $40.82万 | 0.02% | 3,423 | -43 | -1.2% | -$5,127 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $40.98万 | 0.02% | 3,092 | 1 | 0.0% | $133 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.48万 | 0.02% | 1,670 | -102 | -5.8% | -$2.53万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $41.73万 | 0.02% | 4,999 | 60 | 1.2% | $5,009 | 加仓 |
| NEM | NEWMONT CORP | $41.98万 | 0.02% | 4,495 | -32 | -0.7% | -$2,989 | 减仓 |