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 |
|---|---|---|---|---|---|---|---|---|
| CM | CANADIAN IMPERIAL BANK OF CO | $69.58万 | 0.04% | 6,050 | 409 | 7.3% | $4.70万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $69.58万 | 0.04% | 7,249 | -235 | -3.1% | -$2.26万 | 减仓 |
| ESGE | ISHARES INC | $69.73万 | 0.04% | 12,750 | -58 | -0.5% | -$3,172 | 减仓 |
| TM | TOYOTA MOTOR CORP | $70.32万 | 0.04% | 4,175 | -411 | -9.0% | -$6.92万 | 减仓 |
| SYK | STRYKER CORPORATION | $70.60万 | 0.04% | 2,242 | -430 | -16.1% | -$13.54万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $71.08万 | 0.04% | 13,581 | 2,879 | 26.9% | $15.07万 | 加仓 |
| PSX | PHILLIPS 66 | $71.14万 | 0.04% | 4,208 | 341 | 8.8% | $5.76万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.97万 | 0.04% | 19,848 | 1,560 | 8.5% | $5.66万 | 加仓 |
| GWW | WW GRAINGER INC | $72.24万 | 0.04% | 531 | 3 | 0.6% | $4,081 | 加仓 |
| USMV | ISHARES TR | $73.24万 | 0.04% | 7,593 | -66 | -0.9% | -$6,367 | 减仓 |
| VXUS | VANGUARD STAR FDS | $73.67万 | 0.04% | 8,618 | -926 | -9.7% | -$7.92万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $73.94万 | 0.04% | 14,014 | 12 | 0.1% | $633 | 加仓 |
| SONY | SONY GROUP CORP | $75.01万 | 0.04% | 37,392 | 799 | 2.2% | $1.60万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $75.36万 | 0.04% | 5,965 | -136 | -2.2% | -$1.72万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $75.60万 | 0.04% | 78,912 | 1,322 | 1.7% | $1.27万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $75.70万 | 0.04% | 4,284 | 33 | 0.8% | $5,831 | 加仓 |
| SPGI | S&P GLOBAL INC | $75.91万 | 0.04% | 1,864 | -116 | -5.9% | -$4.72万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $75.96万 | 0.04% | 2,206 | -52 | -2.3% | -$1.79万 | 减仓 |
| VDE | VANGUARD WORLD FD | $76.07万 | 0.04% | 5,067 | -10 | -0.2% | -$1,501 | 减仓 |
| FTNT | FORTINET INC | $76.24万 | 0.04% | 4,963 | 66 | 1.3% | $1.01万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $76.30万 | 0.04% | 1,973 | 172 | 9.6% | $6.65万 | 加仓 |
| SAP | SAP SE | $76.36万 | 0.04% | 4,955 | 1,259 | 34.1% | $19.40万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $76.38万 | 0.04% | 2,035 | 126 | 6.6% | $4.73万 | 加仓 |
| PFE | PFIZER INC | $76.45万 | 0.04% | 31,747 | -3,384 | -9.6% | -$8.15万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $76.49万 | 0.04% | 14,228 | 550 | 4.0% | $2.96万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.52万 | 0.04% | 793 | 9 | 1.1% | $8,685 | 加仓 |
| PKX | POSCO HOLDINGS INC | $76.72万 | 0.04% | 14,931 | 5,949 | 66.2% | $30.57万 | 加仓 |
| DHR | DANAHER CORP DEL | $77.41万 | 0.04% | 4,064 | -312 | -7.1% | -$5.94万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $77.96万 | 0.05% | 3,886 | 98 | 2.6% | $1.97万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $78.10万 | 0.05% | 200,765 | 75,603 | 60.4% | $29.41万 | 加仓 |
| PWR | QUANTA SVCS INC | $78.34万 | 0.05% | 1,088 | 86 | 8.6% | $6.19万 | 加仓 |
| CSX | CSX CORP | $78.62万 | 0.05% | 16,542 | 141 | 0.9% | $6,702 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $78.94万 | 0.05% | 2,130 | 9 | 0.4% | $3,335 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $79.34万 | 0.05% | 1,995 | -419 | -17.4% | -$16.66万 | 减仓 |
| WIT | WIPRO LTD | $79.43万 | 0.05% | 353,018 | 37,190 | 11.8% | $8.37万 | 加仓 |
| T | AT&T INC | $79.77万 | 0.05% | 38,536 | 879 | 2.3% | $1.82万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $80.11万 | 0.05% | 819 | 92 | 12.7% | $9.00万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $80.12万 | 0.05% | 9,617 | 340 | 3.7% | $2.83万 | 加仓 |
| AOR | ISHARES TR | $80.41万 | 0.05% | 11,570 | 12 | 0.1% | $834 | 加仓 |
| ESML | ISHARES TR | $80.69万 | 0.05% | 14,426 | -18 | -0.1% | -$1,007 | 减仓 |
| ET | ENERGY TRANSFER L P | $80.81万 | 0.05% | 42,266 | 18,656 | 79.0% | $35.67万 | 加仓 |
| MMM | 3M CO | $81.86万 | 0.05% | 5,056 | 146 | 3.0% | $2.36万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $82.57万 | 0.05% | 68,239 | 40,292 | 144.2% | $48.75万 | 加仓 |
| TRGP | TARGA RES CORP | $84.29万 | 0.05% | 3,144 | 1,762 | 127.5% | $47.24万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $84.57万 | 0.05% | 33,746 | 312 | 0.9% | $7,819 | 加仓 |
| SBUX | STARBUCKS CORP | $84.76万 | 0.05% | 8,294 | 39 | 0.5% | $3,986 | 加仓 |
| CPNG | COUPANG INC | $85.80万 | 0.05% | 49,397 | 28,947 | 141.6% | $50.28万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $86.22万 | 0.05% | 20,363 | -271 | -1.3% | -$1.15万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $86.31万 | 0.05% | 16,335 | -12 | -0.1% | -$634 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $86.67万 | 0.05% | 19,581 | 3,347 | 20.6% | $14.81万 | 加仓 |
| ESGD | ISHARES TR | $87.48万 | 0.05% | 8,509 | 165 | 2.0% | $1.70万 | 加仓 |
| BLK | BLACKROCK INC | $87.85万 | 0.05% | 914 | 36 | 4.1% | $3.46万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $88.23万 | 0.05% | 11,665 | 341 | 3.0% | $2.58万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.42万 | 0.05% | 12,427 | 378 | 3.1% | $2.72万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $89.99万 | 0.05% | 62,103 | 7,106 | 12.9% | $10.30万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $90.18万 | 0.05% | 16,954 | -154 | -0.9% | -$8,191 | 减仓 |
| SKM | SK TELECOM CO LTD | $90.55万 | 0.05% | 28,156 | 2,842 | 11.2% | $9.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $91.68万 | 0.05% | 9,936 | -145 | -1.4% | -$1.34万 | 减仓 |
| SAN | BANCO SANTANDER SA | $92.47万 | 0.05% | 67,009 | 652 | 1.0% | $8,998 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $92.59万 | 0.05% | 2,146 | 171 | 8.7% | $7.38万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $92.67万 | 0.05% | 16,846 | 16,846 | — | $92.67万 | 新建仓 |
| PLD | PROLOGIS INC. | $92.93万 | 0.05% | 6,860 | 78 | 1.2% | $1.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $93.18万 | 0.05% | 5,896 | 20 | 0.3% | $3,161 | 加仓 |
| SHEL | SHELL PLC | $93.83万 | 0.05% | 12,101 | 392 | 3.3% | $3.04万 | 加仓 |
| STXF | EA SERIES TRUST | $94.55万 | 0.05% | 19,575 | 50 | 0.3% | $2,415 | 加仓 |
| CB | CHUBB LIMITED | $94.93万 | 0.05% | 2,786 | 89 | 3.3% | $3.03万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $95.64万 | 0.06% | 7,876 | 48 | 0.6% | $5,829 | 加仓 |
| WMB | WILLIAMS COS INC | $95.98万 | 0.06% | 12,911 | 3,532 | 37.7% | $26.26万 | 加仓 |
| MCK | MCKESSON CORP | $97.03万 | 0.06% | 1,284 | 54 | 4.4% | $4.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $97.07万 | 0.06% | 1,905 | 44 | 2.4% | $2.24万 | 加仓 |
| EMR | EMERSON ELEC CO | $97.43万 | 0.06% | 6,806 | 192 | 2.9% | $2.75万 | 加仓 |
| DIS | DISNEY WALT CO | $99.74万 | 0.06% | 10,363 | 1,139 | 12.3% | $10.96万 | 加仓 |
| IAU | ISHARES GOLD TR | $100.82万 | 0.06% | 13,352 | 51 | 0.4% | $3,851 | 加仓 |
| QCOM | QUALCOMM INC | $101.30万 | 0.06% | 5,482 | 299 | 5.8% | $5.53万 | 加仓 |
| UBS | UBS GROUP AG | $101.45万 | 0.06% | 20,470 | 1,526 | 8.1% | $7.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $102.39万 | 0.06% | 36,965 | 2,016 | 5.8% | $5.58万 | 加仓 |
| LOW | LOWES COS INC | $104.10万 | 0.06% | 4,721 | -266 | -5.3% | -$5.87万 | 减仓 |
| WF | WOORI FINL GROUP INC | $106.28万 | 0.06% | 18,515 | 4,401 | 31.2% | $25.26万 | 加仓 |
| WELL | WELLTOWER INC | $107.77万 | 0.06% | 4,748 | 35 | 0.7% | $7,945 | 加仓 |
| SHOP | SHOPIFY INC | $108.87万 | 0.06% | 9,535 | 156 | 1.7% | $1.78万 | 加仓 |
| TJX | TJX COS INC NEW | $108.88万 | 0.06% | 7,187 | 46 | 0.6% | $6,969 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $109.98万 | 0.06% | 3,251 | 195 | 6.4% | $6.60万 | 加仓 |
| BA | BOEING CO | $110.66万 | 0.06% | 5,112 | 430 | 9.2% | $9.31万 | 加仓 |
| MCD | MCDONALDS CORP | $110.99万 | 0.06% | 4,106 | -857 | -17.3% | -$23.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $112.36万 | 0.07% | 6,211 | 338 | 5.8% | $6.11万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $113.25万 | 0.07% | 13,822 | 9,457 | 216.7% | $77.49万 | 加仓 |
| IBN | ICICI BANK LIMITED | $115.16万 | 0.07% | 39,669 | 9,382 | 31.0% | $27.24万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $115.34万 | 0.07% | 8,431 | 3 | 0.0% | $410 | 加仓 |
| RY | ROYAL BK CDA | $116.28万 | 0.07% | 5,618 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $117.44万 | 0.07% | 14,211 | 749 | 5.6% | $6.19万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $117.51万 | 0.07% | 23,237 | 594 | 2.6% | $3.00万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $117.61万 | 0.07% | 10,081 | -194 | -1.9% | -$2.26万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $119.41万 | 0.07% | 50,641 | 422 | 0.8% | $9,951 | 加仓 |
| ADI | ANALOG DEVICES INC | $120.34万 | 0.07% | 3,030 | 384 | 14.5% | $15.25万 | 加仓 |
| C | CITIGROUP INC | $120.62万 | 0.07% | 8,618 | 725 | 9.2% | $10.15万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $120.72万 | 0.07% | 5,391 | 120 | 2.3% | $2.69万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $122.68万 | 0.07% | 6,883 | 758 | 12.4% | $13.51万 | 加仓 |
| AMGN | AMGEN INC | $123.08万 | 0.07% | 3,399 | 10 | 0.3% | $3,621 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $123.30万 | 0.07% | 19,494 | 3,419 | 21.3% | $21.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $124.91万 | 0.07% | 14,501 | 5 | 0.0% | $431 | 加仓 |