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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $42.22万 | 0.02% | 492 | 97 | 24.6% | $8.32万 | 加仓 |
| MGC | VANGUARD WORLD FD | $42.23万 | 0.02% | 1,543 | 2 | 0.1% | $547 | 加仓 |
| WS | WORTHINGTON STL INC | $42.59万 | 0.02% | 12,684 | 536 | 4.4% | $1.80万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.83万 | 0.02% | 841 | 11 | 1.3% | $5,602 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $43.68万 | 0.03% | 5,381 | 127 | 2.4% | $1.03万 | 加仓 |
| PABU | ISHARES TR | $43.78万 | 0.03% | 5,746 | 12 | 0.2% | $914 | 加仓 |
| EOG | EOG RES INC | $43.81万 | 0.03% | 3,377 | -51 | -1.5% | -$6,616 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $44.08万 | 0.03% | 5,087 | 278 | 5.8% | $2.41万 | 加仓 |
| SRE | SEMPRA | $45.04万 | 0.03% | 4,858 | 378 | 8.4% | $3.50万 | 加仓 |
| NET | CLOUDFLARE INC | $45.25万 | 0.03% | 1,845 | 25 | 1.4% | $6,132 | 加仓 |
| EBAY | EBAY INC. | $45.69万 | 0.03% | 4,089 | 15 | 0.4% | $1,676 | 加仓 |
| TMUS | T-MOBILE US INC | $45.77万 | 0.03% | 2,729 | -169 | -5.8% | -$2.83万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.48万 | 0.03% | 3,181 | -2 | -0.1% | -$292 | 减仓 |
| ESLT | ELBIT SYS LTD | $46.51万 | 0.03% | 613 | 8 | 1.3% | $6,070 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $46.59万 | 0.03% | 941 | 4 | 0.4% | $1,980 | 加仓 |
| VLO | VALERO ENERGY CORP | $47.04万 | 0.03% | 1,806 | 11 | 0.6% | $2,865 | 加仓 |
| — | EA SERIES TRUST | $47.15万 | 0.03% | 11,852 | -39 | -0.3% | -$1,552 | 减仓 |
| MFC | MANULIFE FINL CORP | $47.22万 | 0.03% | 11,656 | 130 | 1.1% | $5,266 | 加仓 |
| CRH | CRH PLC | $47.42万 | 0.03% | 4,432 | 78 | 1.8% | $8,346 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $47.72万 | 0.03% | 1,938 | 86 | 4.6% | $2.12万 | 加仓 |
| GEF/B | GREIF INC | $48.34万 | 0.03% | 5,168 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $48.45万 | 0.03% | 4,030 | 18 | 0.4% | $2,164 | 加仓 |
| ECL | ECOLAB INC | $48.51万 | 0.03% | 1,741 | 8 | 0.5% | $2,229 | 加仓 |
| IX | ORIX CORP | $48.64万 | 0.03% | 12,787 | -7 | -0.1% | -$266 | 减仓 |
| AON | AON PLC | $48.66万 | 0.03% | 1,467 | -11 | -0.7% | -$3,649 | 减仓 |
| COHR | COHERENT CORP | $48.99万 | 0.03% | 1,242 | 154 | 14.2% | $6.07万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $49.24万 | 0.03% | 24,756 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $49.45万 | 0.03% | 1,396 | 33 | 2.4% | $1.17万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $49.61万 | 0.03% | 12,560 | -1 | -0.0% | -$40 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $49.86万 | 0.03% | 8,844 | 30 | 0.3% | $1,691 | 加仓 |
| ENB | ENBRIDGE INC | $50.07万 | 0.03% | 9,237 | 106 | 1.2% | $5,746 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $50.09万 | 0.03% | 6,388 | 48 | 0.8% | $3,764 | 加仓 |
| — | EA SERIES TRUST | $50.62万 | 0.03% | 9,632 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $50.90万 | 0.03% | 5,855 | 2,852 | 95.0% | $24.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $50.95万 | 0.03% | 5,328 | -70 | -1.3% | -$6,693 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $51.33万 | 0.03% | 1,909 | -5 | -0.3% | -$1,344 | 减仓 |
| CRM | SALESFORCE INC | $51.64万 | 0.03% | 3,296 | -1,534 | -31.8% | -$24.03万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $52.03万 | 0.03% | 5,413 | 32 | 0.6% | $3,076 | 加仓 |
| ESGU | ISHARES TR | $52.13万 | 0.03% | 3,185 | 74 | 2.4% | $1.21万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $52.53万 | 0.03% | 1,436 | 345 | 31.6% | $12.62万 | 加仓 |
| MCO | MOODYS CORP | $52.58万 | 0.03% | 1,161 | -67 | -5.5% | -$3.03万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.67万 | 0.03% | 4,689 | 62 | 1.3% | $6,964 | 加仓 |
| IDXX | IDEXX LABS INC | $52.80万 | 0.03% | 1,003 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $53.77万 | 0.03% | 1,395 | 7 | 0.5% | $2,698 | 加仓 |
| NOK | NOKIA CORP | $54.43万 | 0.03% | 40,990 | 3,888 | 10.5% | $5.16万 | 加仓 |
| ING | ING GROEP N.V. | $54.59万 | 0.03% | 17,397 | 227 | 1.3% | $7,123 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $55.70万 | 0.03% | 6,414 | 6 | 0.1% | $521 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.72万 | 0.03% | 1,863 | -134 | -6.7% | -$4.01万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $55.74万 | 0.03% | 2,752 | 3 | 0.1% | $608 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $56.02万 | 0.03% | 8,908 | 544 | 6.5% | $3.42万 | 加仓 |
| USB | US BANCORP | $56.26万 | 0.03% | 9,314 | 47 | 0.5% | $2,839 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $56.29万 | 0.03% | 1,226 | 12 | 1.0% | $5,510 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $56.35万 | 0.03% | 3,897 | 309 | 8.6% | $4.47万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $56.57万 | 0.03% | 9,160 | 240 | 2.7% | $1.48万 | 加仓 |
| WAB | WABTEC | $56.58万 | 0.03% | 2,099 | 8 | 0.4% | $2,157 | 加仓 |
| IXN | ISHARES TR | $56.97万 | 0.03% | 3,943 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $56.99万 | 0.03% | 5,595 | 108 | 2.0% | $1.10万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $57.33万 | 0.03% | 3,290 | 37 | 1.1% | $6,448 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $57.34万 | 0.03% | 4,530 | 298 | 7.0% | $3.77万 | 加仓 |
| WM | WASTE MGMT INC DEL | $57.39万 | 0.03% | 2,575 | 322 | 14.3% | $7.18万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $58.26万 | 0.03% | 1,763 | 5 | 0.3% | $1,652 | 加仓 |
| APP | APPLOVIN CORP | $58.53万 | 0.03% | 1,136 | 199 | 21.2% | $10.25万 | 加仓 |
| CME | CME GROUP INC | $58.72万 | 0.03% | 2,659 | -224 | -7.8% | -$4.95万 | 减仓 |
| CI | THE CIGNA GROUP | $59.55万 | 0.03% | 2,160 | 283 | 15.1% | $7.80万 | 加仓 |
| DX | DYNEX CAP INC | $59.58万 | 0.03% | 45,450 | 18,536 | 68.9% | $24.30万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $59.59万 | 0.03% | 1,877 | 227 | 13.8% | $7.21万 | 加仓 |
| CVS | CVS HEALTH CORP | $60.07万 | 0.03% | 5,807 | 661 | 12.8% | $6.84万 | 加仓 |
| UL | UNILEVER PLC | $60.16万 | 0.03% | 10,006 | 739 | 8.0% | $4.44万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $60.35万 | 0.03% | 1,724 | 3 | 0.2% | $1,050 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.08万 | 0.04% | 7,418 | 3,851 | 108.0% | $31.71万 | 加仓 |
| ALL | ALLSTATE CORP | $61.42万 | 0.04% | 2,581 | 223 | 9.5% | $5.31万 | 加仓 |
| CMI | CUMMINS INC | $61.62万 | 0.04% | 864 | 38 | 4.6% | $2.71万 | 加仓 |
| ADBE | ADOBE INC | $61.94万 | 0.04% | 3,021 | -1,177 | -28.0% | -$24.13万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $62.00万 | 0.04% | 13,745 | 466 | 3.5% | $2.10万 | 加仓 |
| SO | SOUTHERN CO | $62.13万 | 0.04% | 6,492 | 173 | 2.7% | $1.66万 | 加仓 |
| INFY | INFOSYS LTD | $62.70万 | 0.04% | 59,771 | 25,968 | 76.8% | $27.24万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.92万 | 0.04% | 1,281 | 18 | 1.4% | $8,841 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $62.97万 | 0.04% | 6,838 | -40 | -0.6% | -$3,684 | 减仓 |
| AMT | AMERICAN TOWER CORP | $63.29万 | 0.04% | 3,869 | 80 | 2.1% | $1.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $63.59万 | 0.04% | 20,054 | 205 | 1.0% | $6,501 | 加仓 |
| MPC | MARATHON PETE CORP | $64.02万 | 0.04% | 2,504 | 9 | 0.4% | $2,301 | 加仓 |
| LNG | CHENIERE ENERGY INC | $64.97万 | 0.04% | 2,718 | 761 | 38.9% | $18.19万 | 加仓 |
| IONQ | IONQ INC | $65.24万 | 0.04% | 12,249 | 129 | 1.1% | $6,871 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $65.24万 | 0.04% | 3,914 | -310 | -7.3% | -$5.17万 | 减仓 |
| GEF | GREIF INC | $65.53万 | 0.04% | 8,797 | 6 | 0.1% | $447 | 加仓 |
| PGR | PROGRESSIVE CORP | $65.71万 | 0.04% | 3,008 | -216 | -6.7% | -$4.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $65.80万 | 0.04% | 9,118 | 442 | 5.1% | $3.19万 | 加仓 |
| TTE | TOTALENERGIES SE | $66.24万 | 0.04% | 8,519 | 120 | 1.4% | $9,331 | 加仓 |
| — | EA SERIES TRUST | $66.27万 | 0.04% | 17,077 | 51 | 0.3% | $1,979 | 加仓 |
| URI | UNITED RENTALS INC | $66.73万 | 0.04% | 589 | 5 | 0.9% | $5,664 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $67.25万 | 0.04% | 2,037 | 9 | 0.4% | $2,971 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $67.26万 | 0.04% | 1,354 | -53 | -3.8% | -$2.63万 | 减仓 |
| DDOG | DATADOG INC | $67.43万 | 0.04% | 2,590 | 130 | 5.3% | $3.38万 | 加仓 |
| EQIX | EQUINIX INC | $67.52万 | 0.04% | 648 | 8 | 1.2% | $8,335 | 加仓 |
| COR | CENCORA INC | $67.69万 | 0.04% | 2,392 | -33 | -1.4% | -$9,338 | 减仓 |
| EMXC | ISHARES INC | $67.89万 | 0.04% | 6,637 | 297 | 4.7% | $3.04万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $68.08万 | 0.04% | 2,517 | -159 | -5.9% | -$4.30万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $69.11万 | 0.04% | 5,226 | 134 | 2.6% | $1.77万 | 加仓 |
| BCS | BARCLAYS PLC | $69.17万 | 0.04% | 25,753 | 137 | 0.5% | $3,680 | 加仓 |
| NVO | NOVO-NORDISK A S | $69.33万 | 0.04% | 14,461 | 5,874 | 68.4% | $28.16万 | 加仓 |