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 |
|---|---|---|---|---|---|---|---|---|
| KB | KB FINL GROUP INC | $124.99万 | 0.07% | 11,908 | 2,399 | 25.2% | $25.18万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $125.41万 | 0.07% | 2,368 | -8 | -0.3% | -$4,237 | 减仓 |
| AZN | ASTRAZENECA PLC | $131.33万 | 0.08% | 6,926 | -44 | -0.6% | -$8,343 | 减仓 |
| QQQI | NEOS ETF TRUST | $132.39万 | 0.08% | 23,311 | 12,823 | 122.3% | $72.82万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $135.00万 | 0.08% | 4,032 | 142 | 3.7% | $4.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $135.23万 | 0.08% | 13,008 | 336 | 2.7% | $3.49万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $135.27万 | 0.08% | 4,541 | 800 | 21.4% | $23.83万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $140.71万 | 0.08% | 8,283 | 45 | 0.5% | $7,645 | 加仓 |
| MS | MORGAN STANLEY | $144.80万 | 0.08% | 6,927 | 295 | 4.4% | $6.17万 | 加仓 |
| PEP | PEPSICO INC | $145.51万 | 0.08% | 10,746 | 892 | 9.1% | $12.08万 | 加仓 |
| GLD | SPDR GOLD TR | $147.24万 | 0.09% | 3,997 | -220 | -5.2% | -$8.10万 | 减仓 |
| RTX | RTX CORPORATION | $148.17万 | 0.09% | 7,810 | 258 | 3.4% | $4.89万 | 加仓 |
| UNP | UNION PAC CORP | $148.77万 | 0.09% | 5,469 | 39 | 0.7% | $1.06万 | 加仓 |
| OEF | ISHARES TR | $150.03万 | 0.09% | 4,101 | 4,101 | — | $150.03万 | 新建仓 |
| NVS | NOVARTIS AG | $150.95万 | 0.09% | 9,632 | 104 | 1.1% | $1.63万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $155.75万 | 0.09% | 8,175 | -276 | -3.3% | -$5.26万 | 减仓 |
| SPYI | NEOS ETF TRUST | $155.91万 | 0.09% | 29,368 | 594 | 2.1% | $3.15万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $156.14万 | 0.09% | 3,114 | -59 | -1.9% | -$2.96万 | 减仓 |
| IWN | ISHARES TR | $156.95万 | 0.09% | 7,096 | 102 | 1.5% | $2.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $160.32万 | 0.09% | 18,266 | -2,398 | -11.6% | -$21.05万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $161.87万 | 0.09% | 17,023 | 172 | 1.0% | $1.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $162.44万 | 0.09% | 2,206 | 192 | 9.5% | $14.14万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $165.24万 | 0.10% | 2,587 | -29 | -1.1% | -$1.85万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $166.92万 | 0.10% | 21,121 | 484 | 2.3% | $3.83万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $170.14万 | 0.10% | 36,947 | -5,653 | -13.3% | -$26.03万 | 减仓 |
| NFLX | NETFLIX INC. | $172.59万 | 0.10% | 24,172 | -2,590 | -9.7% | -$18.49万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $172.73万 | 0.10% | 5,065 | 191 | 3.9% | $6.51万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $175.22万 | 0.10% | 1,733 | 111 | 6.8% | $11.22万 | 加仓 |
| ISTB | ISHARES TR | $176.11万 | 0.10% | 36,499 | -4,519 | -11.0% | -$21.80万 | 减仓 |
| BAC | BANK OF AMER CORP | $177.06万 | 0.10% | 31,074 | 2,005 | 6.9% | $11.42万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $179.68万 | 0.10% | 7,563 | 345 | 4.8% | $8.20万 | 加仓 |
| LIN | LINDE PLC | $184.54万 | 0.11% | 3,556 | 37 | 1.1% | $1.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $186.53万 | 0.11% | 15,606 | 550 | 3.7% | $6.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $187.66万 | 0.11% | 2,459 | 131 | 5.6% | $10.00万 | 加仓 |
| NOW | SERVICENOW INC | $187.66万 | 0.11% | 18,902 | 1,475 | 8.5% | $14.64万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $190.13万 | 0.11% | 69,876 | -2,149 | -3.0% | -$5.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $194.35万 | 0.11% | 6,911 | -88 | -1.3% | -$2.47万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $195.54万 | 0.11% | 34,622 | 624 | 1.8% | $3.52万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $196.45万 | 0.11% | 43,540 | -2,727 | -5.9% | -$12.30万 | 减仓 |
| TXN | TEXAS INSTRS INC | $198.54万 | 0.11% | 6,661 | -152 | -2.2% | -$4.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $206.10万 | 0.12% | 12,434 | 87 | 0.7% | $1.44万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $213.21万 | 0.12% | 13,819 | 43 | 0.3% | $6,634 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $218.52万 | 0.13% | 46,553 | 4,203 | 9.9% | $19.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $223.16万 | 0.13% | 5,369 | 756 | 16.4% | $31.42万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $224.53万 | 0.13% | 126,637 | -315 | -0.2% | -$5,585 | 减仓 |
| SDY | SPDR SERIES TRUST | $228.31万 | 0.13% | 15,003 | -238 | -1.6% | -$3.62万 | 减仓 |
| GLDM | WORLD GOLD TR | $228.63万 | 0.13% | 28,787 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $229.12万 | 0.13% | 17,830 | 253 | 1.4% | $3.25万 | 加仓 |
| ACT | ENACT HLDGS INC | $237.93万 | 0.14% | 52,051 | 10 | 0.0% | $457 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $238.84万 | 0.14% | 82,474 | 28,254 | 52.1% | $81.82万 | 加仓 |
| SNDK | SANDISK CORP | $240.56万 | 0.14% | 1,058 | -529 | -33.3% | -$120.28万 | 减仓 |
| GEV | GE VERNOVA INC | $243.93万 | 0.14% | 2,076 | 90 | 4.5% | $10.58万 | 加仓 |
| KLAC | KLA CORP | $244.02万 | 0.14% | 8,088 | 228 | 2.9% | $6.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $252.89万 | 0.15% | 11,604 | 60 | 0.5% | $1.31万 | 加仓 |
| HD | HOME DEPOT INC | $257.45万 | 0.15% | 7,300 | 489 | 7.2% | $17.25万 | 加仓 |
| APH | AMPHENOL CORP | $268.82万 | 0.16% | 15,246 | 209 | 1.4% | $3.69万 | 加仓 |
| GLW | CORNING INC | $270.65万 | 0.16% | 10,596 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $275.19万 | 0.16% | 6,458 | 56 | 0.9% | $2.39万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $277.82万 | 0.16% | 45,203 | 955 | 2.2% | $5.87万 | 加仓 |
| ORCL | ORACLE CORP | $298.41万 | 0.17% | 20,362 | 215 | 1.1% | $3.15万 | 加仓 |
| INTC | INTEL CORP | $313.11万 | 0.18% | 22,424 | 241 | 1.1% | $3.37万 | 加仓 |
| GE | GE AEROSPACE | $317.75万 | 0.18% | 8,502 | -50 | -0.6% | -$1.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $320.28万 | 0.19% | 6,236 | 343 | 5.8% | $17.62万 | 加仓 |
| CAT | CATERPILLAR INC | $322.93万 | 0.19% | 3,032 | 102 | 3.5% | $10.86万 | 加仓 |
| CSCO | CISCO SYS INC | $341.68万 | 0.20% | 29,089 | 843 | 3.0% | $9.90万 | 加仓 |
| — | EXXON MOBIL CORP | $342.77万 | 0.20% | 25,071 | -115 | -0.5% | -$1.57万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $346.45万 | 0.20% | 7,995 | 225 | 2.9% | $9.75万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $357.06万 | 0.21% | 19,286 | 19 | 0.1% | $3,518 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $365.17万 | 0.21% | 33,969 | -119 | -0.3% | -$1.28万 | 减仓 |
| WMT | WALMART INC | $367.86万 | 0.21% | 32,479 | 124 | 0.4% | $1.40万 | 加仓 |
| ASML | ASML HLDG NV | $369.24万 | 0.21% | 1,856 | 160 | 9.4% | $31.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $377.43万 | 0.22% | 5,220 | 54 | 1.0% | $3.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $382.27万 | 0.22% | 4,086 | 239 | 6.2% | $22.36万 | 加仓 |
| DE | DEERE & CO | $394.03万 | 0.23% | 6,212 | -97 | -1.5% | -$6.15万 | 减仓 |
| V | VISA INC | $429.31万 | 0.25% | 12,513 | 234 | 1.9% | $8.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $481.00万 | 0.28% | 108,432 | 7,078 | 7.0% | $31.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $489.17万 | 0.28% | 19,261 | -24 | -0.1% | -$6,095 | 减仓 |
| KO | COCA COLA CO | $539.36万 | 0.31% | 66,367 | 292 | 0.4% | $2.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $540.30万 | 0.31% | 9,301 | 559 | 6.4% | $32.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $549.95万 | 0.32% | 7,364 | 414 | 6.0% | $30.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $554.86万 | 0.32% | 37,838 | -345 | -0.9% | -$5.06万 | 减仓 |
| VV | VANGUARD INDEX FDS | $560.89万 | 0.32% | 16,309 | 152 | 0.9% | $5.23万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $566.67万 | 0.33% | 60,684 | 626 | 1.0% | $5.85万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $636.67万 | 0.37% | 66,024 | -196 | -0.3% | -$1.89万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $647.46万 | 0.37% | 167,778 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $670.44万 | 0.39% | 131,459 | 20,415 | 18.4% | $104.12万 | 加仓 |
| TSLA | TESLA INC | $689.57万 | 0.40% | 16,395 | 638 | 4.0% | $26.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $706.39万 | 0.41% | 6,120 | 359 | 6.2% | $41.44万 | 加仓 |
| META | META PLATFORMS INC | $706.48万 | 0.41% | 12,542 | 302 | 2.5% | $17.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $780.46万 | 0.45% | 11,364 | 759 | 7.2% | $52.13万 | 加仓 |
| LLY | ELI LILLY & CO | $911.40万 | 0.53% | 7,599 | 293 | 4.0% | $35.14万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $930.45万 | 0.54% | 111,098 | 2,228 | 2.0% | $18.66万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $977.35万 | 0.57% | 62,272 | 392 | 0.6% | $6.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $994.56万 | 0.58% | 109,606 | -10,129 | -8.5% | -$91.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,038.67万 | 0.60% | 21,749 | 730 | 3.5% | $34.86万 | 加仓 |
| AVGO | BROADCOM INC | $1,055.04万 | 0.61% | 27,930 | 289 | 1.0% | $10.92万 | 加仓 |
| SUB | ISHARES TR | $1,225.66万 | 0.71% | 115,118 | 3,281 | 2.9% | $34.93万 | 加仓 |
| IAGG | ISHARES TR | $1,276.54万 | 0.74% | 252,280 | 19,332 | 8.3% | $97.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,294.81万 | 0.75% | 34,991 | 8,205 | 30.6% | $303.62万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,393.26万 | 0.81% | 275,456 | 3,126 | 1.1% | $15.81万 | 加仓 |