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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | $71.03万 | 0.05% | 7,659 | 32 | 0.4% | $2,968 | 加仓 |
| MMM | 3M CO | $71.31万 | 0.05% | 4,910 | -240 | -4.7% | -$3.49万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $71.32万 | 0.05% | 13,678 | 4 | 0.0% | $209 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $72.38万 | 0.05% | 2,258 | 27 | 1.2% | $8,655 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $72.42万 | 0.05% | 33,434 | -92 | -0.3% | -$1,993 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $73.04万 | 0.05% | 7,828 | -39 | -0.5% | -$3,639 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $73.27万 | 0.05% | 4,224 | 327 | 8.4% | $5.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $73.59万 | 0.05% | 9,544 | 2,330 | 32.3% | $17.97万 | 加仓 |
| SBUX | STARBUCKS CORP | $73.96万 | 0.05% | 8,255 | 364 | 4.6% | $3.26万 | 加仓 |
| UBS | UBS GROUP AG | $74.01万 | 0.05% | 18,944 | 422 | 2.3% | $1.65万 | 加仓 |
| SKM | SK TELECOM CO LTD | $74.14万 | 0.05% | 25,314 | 10,917 | 75.8% | $31.98万 | 加仓 |
| AOR | ISHARES TR | $74.38万 | 0.05% | 11,558 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $74.80万 | 0.05% | 1,730 | 22 | 1.3% | $9,512 | 加仓 |
| SAN | BANCO SANTANDER SA | $74.85万 | 0.05% | 66,357 | 1,290 | 2.0% | $1.46万 | 加仓 |
| SONY | SONY GROUP CORP | $75.75万 | 0.05% | 36,593 | 1,611 | 4.6% | $3.33万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $76.17万 | 0.05% | 54,997 | 9,614 | 21.2% | $13.32万 | 加仓 |
| COR | CENCORA INC | $76.18万 | 0.05% | 2,425 | 35 | 1.5% | $1.10万 | 加仓 |
| TTE | TOTALENERGIES SE | $76.41万 | 0.05% | 8,399 | 7 | 0.1% | $637 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $78.14万 | 0.05% | 4,874 | 1,526 | 45.6% | $24.46万 | 加仓 |
| IBN | ICICI BANK LIMITED | $78.44万 | 0.05% | 30,287 | -1,520 | -4.8% | -$3.94万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $79.15万 | 0.05% | 11,324 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $79.51万 | 0.05% | 12,049 | 469 | 4.1% | $3.09万 | 加仓 |
| ESGD | ISHARES TR | $79.79万 | 0.05% | 8,344 | -269 | -3.1% | -$2.57万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $80.92万 | 0.05% | 16,347 | -1,197 | -6.8% | -$5.93万 | 减仓 |
| STXF | EA SERIES TRUST | $81.95万 | 0.05% | 19,525 | 294 | 1.5% | $1.23万 | 加仓 |
| DHR | DANAHER CORP DEL | $82.97万 | 0.05% | 4,376 | -163 | -3.6% | -$3.09万 | 减仓 |
| ADI | ANALOG DEVICES INC | $84.18万 | 0.06% | 2,646 | 85 | 3.3% | $2.70万 | 加仓 |
| SPGI | S&P GLOBAL INC | $84.22万 | 0.06% | 1,980 | 145 | 7.9% | $6.17万 | 加仓 |
| BLK | BLACKROCK INC | $84.40万 | 0.06% | 878 | -13 | -1.5% | -$1.25万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $85.03万 | 0.06% | 6,101 | 169 | 2.8% | $2.36万 | 加仓 |
| CME | CME GROUP INC | $85.14万 | 0.06% | 2,883 | 131 | 4.8% | $3.87万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $86.50万 | 0.06% | 34,949 | 399 | 1.2% | $9,875 | 加仓 |
| EMR | EMERSON ELEC CO | $86.66万 | 0.06% | 6,614 | 350 | 5.6% | $4.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $87.03万 | 0.06% | 5,876 | 2,379 | 68.0% | $35.24万 | 加仓 |
| HDB | HDFC BANK LTD | $87.56万 | 0.06% | 35,192 | -2,801 | -7.4% | -$6.97万 | 减仓 |
| SYK | STRYKER CORPORATION | $87.81万 | 0.06% | 2,672 | 404 | 17.8% | $13.28万 | 加仓 |
| VDE | VANGUARD WORLD FD | $87.85万 | 0.06% | 5,077 | 799 | 18.7% | $13.83万 | 加仓 |
| CB | CHUBB LTD SWITZ | $87.90万 | 0.06% | 2,697 | -1 | -0.0% | -$326 | 减仓 |
| DIS | DISNEY WALT CO | $88.90万 | 0.06% | 9,224 | 654 | 7.6% | $6.30万 | 加仓 |
| C | CITIGROUP INC | $89.51万 | 0.06% | 7,893 | 575 | 7.9% | $6.52万 | 加仓 |
| PLD | PROLOGIS INC. | $89.65万 | 0.06% | 6,782 | 211 | 3.2% | $2.79万 | 加仓 |
| CRM | SALESFORCE INC | $90.16万 | 0.06% | 4,830 | -399 | -7.6% | -$7.45万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $90.42万 | 0.06% | 17,108 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $90.89万 | 0.06% | 2,328 | 137 | 6.3% | $5.35万 | 加仓 |
| RY | ROYAL BK CDA | $90.89万 | 0.06% | 5,618 | 21 | 0.4% | $3,397 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $92.44万 | 0.06% | 3,056 | -57 | -1.8% | -$1.72万 | 减仓 |
| WELL | WELLTOWER INC | $93.17万 | 0.06% | 4,713 | 135 | 2.9% | $2.67万 | 加仓 |
| BA | BOEING CO | $93.19万 | 0.06% | 4,682 | -50 | -1.1% | -$9,951 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $93.89万 | 0.06% | 7,484 | -502 | -6.3% | -$6.30万 | 减仓 |
| WF | WOORI FINL GROUP INC | $94.00万 | 0.06% | 14,114 | 621 | 4.6% | $4.14万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $94.51万 | 0.06% | 4,586 | 93 | 2.1% | $1.92万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $94.74万 | 0.06% | 10,081 | 219 | 2.2% | $2.06万 | 加仓 |
| KB | KB FINL GROUP INC | $94.83万 | 0.06% | 9,509 | 625 | 7.0% | $6.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $97.11万 | 0.06% | 5,873 | 204 | 3.6% | $3.37万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $97.48万 | 0.06% | 3,890 | 273 | 7.5% | $6.84万 | 加仓 |
| INTC | INTEL CORP | $97.89万 | 0.06% | 22,183 | 644 | 3.0% | $2.84万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $98.57万 | 0.07% | 16,075 | 1,170 | 7.8% | $7.17万 | 加仓 |
| PFE | PFIZER INC | $98.65万 | 0.07% | 35,131 | 1,785 | 5.4% | $5.01万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $99.18万 | 0.07% | 50,219 | -64 | -0.1% | -$1,264 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $100.31万 | 0.07% | 46,267 | -1,233 | -2.6% | -$2.67万 | 减仓 |
| SNDK | SANDISK CORP | $100.83万 | 0.07% | 1,587 | -968 | -37.9% | -$61.50万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $101.15万 | 0.07% | 8,238 | 736 | 9.8% | $9.04万 | 加仓 |
| ADBE | ADOBE INC | $102.05万 | 0.07% | 4,198 | -176 | -4.0% | -$4.28万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $103.15万 | 0.07% | 245 | -28 | -10.3% | -$11.79万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $103.58万 | 0.07% | 20,634 | 580 | 2.9% | $2.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $105.52万 | 0.07% | 2,416 | 5 | 0.2% | $2,184 | 加仓 |
| MCK | MCKESSON CORP | $106.45万 | 0.07% | 1,230 | 15 | 1.2% | $1.30万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $107.10万 | 0.07% | 5,271 | 583 | 12.4% | $11.85万 | 加仓 |
| WFC | WELLS FARGO & CO | $107.17万 | 0.07% | 13,462 | -283 | -2.1% | -$2.25万 | 减仓 |
| SHEL | SHELL PLC | $108.89万 | 0.07% | 11,709 | 8 | 0.1% | $744 | 加仓 |
| MS | MORGAN STANLEY | $109.14万 | 0.07% | 6,632 | -29 | -0.4% | -$4,773 | 减仓 |
| T | AT&T INC | $109.17万 | 0.07% | 37,657 | 5,449 | 16.9% | $15.80万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $110.47万 | 0.07% | 8,428 | 316 | 3.9% | $4.14万 | 加仓 |
| SHOP | SHOPIFY INC | $111.25万 | 0.07% | 9,379 | 311 | 3.4% | $3.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $111.28万 | 0.07% | 2,414 | 105 | 4.5% | $4.84万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $112.31万 | 0.07% | 8,451 | 3 | 0.0% | $399 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $112.49万 | 0.07% | 1,861 | 61 | 3.4% | $3.69万 | 加仓 |
| TJX | TJX COS INC NEW | $114.04万 | 0.08% | 7,141 | 271 | 3.9% | $4.33万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $114.09万 | 0.08% | 2,376 | 2 | 0.1% | $960 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $114.59万 | 0.08% | 22,643 | -2,018 | -8.2% | -$10.21万 | 减仓 |
| KLAC | KLA CORP | $115.73万 | 0.08% | 786 | 27 | 3.6% | $3.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $116.23万 | 0.08% | 2,014 | 292 | 17.0% | $16.85万 | 加仓 |
| IAU | ISHARES GOLD TR | $117.26万 | 0.08% | 13,301 | 25 | 0.2% | $2,204 | 加仓 |
| LOW | LOWES COS INC | $117.84万 | 0.08% | 4,987 | 232 | 4.9% | $5.48万 | 加仓 |
| AMGN | AMGEN INC | $119.24万 | 0.08% | 3,389 | 99 | 3.0% | $3.48万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $124.82万 | 0.08% | 4,613 | -1,043 | -18.4% | -$28.22万 | 减仓 |
| VGT | VANGUARD WORLD FD | $131.32万 | 0.09% | 1,882 | 10 | 0.5% | $6,978 | 加仓 |
| UNP | UNION PAC CORP | $131.73万 | 0.09% | 5,430 | 191 | 3.6% | $4.63万 | 加仓 |
| TXN | TEXAS INSTRS INC | $132.27万 | 0.09% | 6,813 | 80 | 1.2% | $1.55万 | 加仓 |
| IWN | ISHARES TR | $132.60万 | 0.09% | 6,994 | 536 | 8.3% | $10.16万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $136.09万 | 0.09% | 54,220 | 99 | 0.2% | $2,485 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $137.21万 | 0.09% | 1,622 | 1 | 0.1% | $846 | 加仓 |
| AZN | ASTRAZENECA PLC | $137.46万 | 0.09% | 6,970 | 6,970 | — | $137.46万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $139.00万 | 0.09% | 16,851 | 228 | 1.4% | $1.88万 | 加仓 |
| BAC | BANK AMERICA CORP | $141.71万 | 0.09% | 29,069 | 770 | 2.7% | $3.75万 | 加仓 |
| SPYI | NEOS ETF TRUST | $142.06万 | 0.09% | 28,774 | 1,359 | 5.0% | $6.71万 | 加仓 |
| GLW | CORNING INC | $144.07万 | 0.10% | 10,596 | 550 | 5.5% | $7.48万 | 加仓 |
| NVS | NOVARTIS AG | $145.54万 | 0.10% | 9,528 | 3 | 0.0% | $458 | 加仓 |
| RTX | RTX CORPORATION | $145.69万 | 0.10% | 7,552 | 119 | 1.6% | $2.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $150.30万 | 0.10% | 10,275 | 1,080 | 11.7% | $15.80万 | 加仓 |