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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW | $43.86万 | 0.03% | 6,634 | -1 | -0.0% | -$66 | 减仓 |
| AZO | AUTOZONE INC | $43.91万 | 0.03% | 130 | -3 | -2.3% | -$1.01万 | 减仓 |
| ESGU | ISHARES TR | $44.00万 | 0.03% | 3,111 | -23 | -0.7% | -$3,253 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $44.11万 | 0.03% | 1,914 | 126 | 7.0% | $2.90万 | 加仓 |
| VLO | VALERO ENERGY CORP | $44.35万 | 0.03% | 1,795 | -19 | -1.0% | -$4,695 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $44.41万 | 0.03% | 6,408 | -300 | -4.5% | -$2.08万 | 减仓 |
| CMI | CUMMINS INC | $44.44万 | 0.03% | 826 | 3 | 0.4% | $1,614 | 加仓 |
| ING | ING GROEP N.V. | $44.73万 | 0.03% | 17,170 | 691 | 4.2% | $1.80万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $45.21万 | 0.03% | 1,310 | 10 | 0.8% | $3,452 | 加仓 |
| GEF/B | GREIF INC | $45.24万 | 0.03% | 5,168 | -4,106 | -44.3% | -$35.95万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $45.41万 | 0.03% | 1,650 | 120 | 7.8% | $3.30万 | 加仓 |
| ET | ENERGY TRANSFER L P | $45.57万 | 0.03% | 23,610 | 870 | 3.8% | $1.68万 | 加仓 |
| INFY | INFOSYS LTD | $45.67万 | 0.03% | 33,803 | -18,420 | -35.3% | -$24.89万 | 减仓 |
| CRH | CRH PLC | $45.77万 | 0.03% | 4,354 | 354 | 8.8% | $3.72万 | 加仓 |
| ECL | ECOLAB INC | $46.10万 | 0.03% | 1,733 | 99 | 6.1% | $2.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $46.78万 | 0.03% | 1,363 | 22 | 1.6% | $7,551 | 加仓 |
| DGRW | WISDOMTREE TR | $47.42万 | 0.03% | 5,398 | -112 | -2.0% | -$9,838 | 减仓 |
| AON | AON PLC | $47.71万 | 0.03% | 1,478 | 72 | 5.1% | $2.32万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $47.81万 | 0.03% | 16,652 | 1,259 | 8.2% | $3.61万 | 加仓 |
| ACWV | ISHARES INC | $47.94万 | 0.03% | 4,012 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $48.20万 | 0.03% | 9,267 | 179 | 2.0% | $9,310 | 加仓 |
| LPL | LG DISPLAY CO LTD | $48.56万 | 0.03% | 125,162 | 39,757 | 46.6% | $15.43万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $48.60万 | 0.03% | 1,721 | 27 | 1.6% | $7,624 | 加仓 |
| ALL | ALLSTATE CORP | $48.89万 | 0.03% | 2,358 | 117 | 5.2% | $2.43万 | 加仓 |
| NEM | NEWMONT CORP | $49.00万 | 0.03% | 4,527 | 73 | 1.6% | $7,902 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $49.16万 | 0.03% | 8,364 | 21 | 0.3% | $1,234 | 加仓 |
| ENB | ENBRIDGE INC | $49.44万 | 0.03% | 9,131 | 364 | 4.2% | $1.97万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $49.48万 | 0.03% | 1,772 | 14 | 0.8% | $3,910 | 加仓 |
| EOG | EOG RES INC | $49.56万 | 0.03% | 3,428 | 102 | 3.1% | $1.47万 | 加仓 |
| EMXC | ISHARES INC | $49.87万 | 0.03% | 6,340 | -1,038 | -14.1% | -$8.16万 | 减仓 |
| CI | THE CIGNA GROUP | $50.06万 | 0.03% | 1,877 | 23 | 1.2% | $6,134 | 加仓 |
| HCA | HCA HEALTHCARE INC | $50.31万 | 0.03% | 1,063 | -21 | -1.9% | -$9,938 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $50.88万 | 0.03% | 2,749 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $51.37万 | 0.03% | 605 | -19 | -3.0% | -$1.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $51.77万 | 0.03% | 2,253 | 13 | 0.6% | $2,987 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $52.01万 | 0.03% | 8,289 | -301 | -3.5% | -$1.89万 | 减仓 |
| QQQI | NEOS ETF TRUST | $52.12万 | 0.03% | 10,488 | 10,488 | — | $52.12万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $52.16万 | 0.03% | 8,920 | 445 | 5.3% | $2.60万 | 加仓 |
| WAB | WABTEC | $52.24万 | 0.03% | 2,091 | 137 | 7.0% | $3.42万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $52.54万 | 0.03% | 8,982 | 2,552 | 39.7% | $14.93万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $52.63万 | 0.03% | 1,263 | 65 | 5.4% | $2.71万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $52.72万 | 0.03% | 1,801 | -97 | -5.1% | -$2.84万 | 减仓 |
| UL | UNILEVER PLC | $52.79万 | 0.03% | 9,267 | -700 | -7.0% | -$3.99万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $53.05万 | 0.03% | 1,909 | 32 | 1.7% | $8,892 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $53.45万 | 0.04% | 5,641 | -63 | -1.1% | -$5,969 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $53.46万 | 0.04% | 1,758 | 12 | 0.7% | $3,649 | 加仓 |
| MCO | MOODYS CORP | $53.57万 | 0.04% | 1,228 | 164 | 15.4% | $7.15万 | 加仓 |
| KR | KROGER CO | $53.76万 | 0.04% | 7,429 | 166 | 2.3% | $1.20万 | 加仓 |
| BCS | BARCLAYS PLC | $54.20万 | 0.04% | 25,616 | -616 | -2.3% | -$1.30万 | 减仓 |
| VHT | VANGUARD WORLD FD | $54.39万 | 0.04% | 1,997 | -154 | -7.2% | -$4.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $55.01万 | 0.04% | 1,002 | 16 | 1.6% | $8,784 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $55.42万 | 0.04% | 4,232 | 232 | 5.8% | $3.04万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $55.53万 | 0.04% | 1,957 | 116 | 6.3% | $3.29万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $55.58万 | 0.04% | 10,702 | 778 | 7.8% | $4.04万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $55.97万 | 0.04% | 3,253 | -45 | -1.4% | -$7,743 | 减仓 |
| IDXX | IDEXX LABS INC | $56.36万 | 0.04% | 1,003 | 42 | 4.4% | $2.36万 | 加仓 |
| — | HONEYWELL INTL INC | $56.44万 | 0.04% | 2,497 | -7 | -0.3% | -$1,582 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.63万 | 0.04% | 830 | -5 | -0.6% | -$3,411 | 减仓 |
| — | EA SERIES TRUST | $56.80万 | 0.04% | 17,026 | -142 | -0.8% | -$4,737 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $57.01万 | 0.04% | 3,625 | 353 | 10.8% | $5.55万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $57.17万 | 0.04% | 5,092 | 270 | 5.6% | $3.03万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $57.53万 | 0.04% | 4,251 | -148 | -3.4% | -$2.00万 | 减仓 |
| GWW | WW GRAINGER INC | $57.59万 | 0.04% | 528 | 21 | 4.1% | $2.29万 | 加仓 |
| ESGE | ISHARES INC | $58.24万 | 0.04% | 12,808 | -671 | -5.0% | -$3.05万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $58.87万 | 0.04% | 1,214 | -2 | -0.2% | -$970 | 减仓 |
| GEF | GREIF INC | $58.96万 | 0.04% | 8,791 | 4,451 | 102.6% | $29.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $59.15万 | 0.04% | 2,028 | 55 | 2.8% | $1.60万 | 加仓 |
| CCJ | CAMECO CORP | $59.59万 | 0.04% | 5,487 | -602 | -9.9% | -$6.54万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $60.26万 | 0.04% | 18,288 | 216 | 1.2% | $7,117 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $60.62万 | 0.04% | 4,627 | -162 | -3.4% | -$2.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $60.86万 | 0.04% | 2,898 | -40 | -1.4% | -$8,400 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $60.90万 | 0.04% | 19,849 | 1,226 | 6.6% | $3.76万 | 加仓 |
| MPC | MARATHON PETE CORP | $60.92万 | 0.04% | 2,495 | -549 | -18.0% | -$13.41万 | 减仓 |
| SO | SOUTHERN CO | $60.99万 | 0.04% | 6,319 | -293 | -4.4% | -$2.83万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $61.21万 | 0.04% | 12,561 | 767 | 6.5% | $3.74万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $61.21万 | 0.04% | 3,087 | -719 | -18.9% | -$14.26万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $61.61万 | 0.04% | 77,590 | -1,055 | -1.3% | -$8,377 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $62.41万 | 0.04% | 8,676 | 163 | 1.9% | $1.17万 | 加仓 |
| EQIX | EQUINIX INC | $62.78万 | 0.04% | 640 | 47 | 7.9% | $4.61万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $62.83万 | 0.04% | 1,407 | 90 | 6.8% | $4.02万 | 加仓 |
| SAP | SAP SE | $63.28万 | 0.04% | 3,696 | -546 | -12.9% | -$9.35万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $63.49万 | 0.04% | 6,878 | 261 | 3.9% | $2.41万 | 加仓 |
| PGR | PROGRESSIVE CORP | $63.91万 | 0.04% | 3,224 | 175 | 5.7% | $3.47万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $64.68万 | 0.04% | 72,025 | -1,851 | -2.5% | -$1.66万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $65.08万 | 0.04% | 727 | -3 | -0.4% | -$2,686 | 减仓 |
| AMT | AMERICAN TOWER CORP | $65.39万 | 0.04% | 3,789 | -325 | -7.9% | -$5.61万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $65.99万 | 0.04% | 36,663 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $66.75万 | 0.04% | 5,183 | 211 | 4.2% | $2.72万 | 加仓 |
| WIT | WIPRO LTD | $66.96万 | 0.04% | 315,828 | 64,204 | 25.5% | $13.61万 | 加仓 |
| CSX | CSX CORP | $67.33万 | 0.04% | 16,401 | 680 | 4.3% | $2.79万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $67.48万 | 0.04% | 9,277 | -204 | -2.2% | -$1.48万 | 减仓 |
| ESML | ISHARES TR | $67.91万 | 0.04% | 14,444 | 1,737 | 13.7% | $8.17万 | 加仓 |
| WMB | WILLIAMS COS INC | $68.26万 | 0.05% | 9,379 | 331 | 3.7% | $2.41万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $68.51万 | 0.05% | 14,002 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $68.57万 | 0.05% | 16,234 | 1,189 | 7.9% | $5.02万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $69.10万 | 0.05% | 3,788 | -1,267 | -25.1% | -$23.11万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $69.37万 | 0.05% | 2,121 | 13 | 0.6% | $4,252 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.66万 | 0.05% | 2,676 | -33 | -1.2% | -$8,590 | 减仓 |
| PSX | PHILLIPS 66 | $70.45万 | 0.05% | 3,867 | -23 | -0.6% | -$4,190 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $70.76万 | 0.05% | 2,616 | 100 | 4.0% | $2.70万 | 加仓 |