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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,497.70万 | 0.87% | 20 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,538.55万 | 0.89% | 30,747 | 6 | 0.0% | $3,002 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,580.10万 | 0.91% | 52,128 | 123 | 0.2% | $3.73万 | 加仓 |
| GOOGL | ALPHABET INC | $1,589.27万 | 0.92% | 44,471 | 790 | 1.8% | $28.23万 | 加仓 |
| MUB | ISHARES TR | $1,600.16万 | 0.93% | 148,686 | 7,340 | 5.2% | $78.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,624.03万 | 0.94% | 49,614 | 403 | 0.8% | $13.19万 | 加仓 |
| AMZN | AMAZON COM INC | $1,647.72万 | 0.95% | 69,133 | 1,476 | 2.2% | $35.18万 | 加仓 |
| GOOG | ALPHABET INC | $1,678.13万 | 0.97% | 47,495 | 322 | 0.7% | $11.38万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,694.93万 | 0.98% | 230,885 | 1,474 | 0.6% | $10.82万 | 加仓 |
| IEMG | ISHARES INC | $1,696.02万 | 0.98% | 204,734 | -754 | -0.4% | -$6.25万 | 减仓 |
| IJH | ISHARES TR | $1,763.20万 | 1.02% | 228,661 | -2,494 | -1.1% | -$19.23万 | 减仓 |
| IEFA | ISHARES TR | $1,818.60万 | 1.05% | 188,300 | 1,058 | 0.6% | $10.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,999.94万 | 1.16% | 53,615 | -871 | -1.6% | -$32.49万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,380.19万 | 1.38% | 97,954 | -1,114 | -1.1% | -$27.07万 | 减仓 |
| ABBV | ABBVIE INC | $2,736.85万 | 1.58% | 108,761 | -155 | -0.1% | -$3.90万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $3,510.97万 | 2.03% | 450,644 | 18,635 | 4.3% | $145.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,610.83万 | 2.09% | 180,460 | 3,771 | 2.1% | $75.45万 | 加仓 |
| AAPL | APPLE INC | $3,943.59万 | 2.28% | 136,287 | 2,198 | 1.6% | $63.60万 | 加仓 |
| IGSB | ISHARES TR | $4,200.91万 | 2.43% | 801,548 | 33,025 | 4.3% | $173.08万 | 加仓 |
| REET | ISHARES TR | $4,537.87万 | 2.63% | 1,642,967 | 63,864 | 4.0% | $176.39万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,012.45万 | 2.90% | 1,034,989 | 20,562 | 2.0% | $99.58万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,376.84万 | 3.69% | 1,068,327 | 20,937 | 2.0% | $124.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,941.90万 | 4.02% | 293,378 | 10,168 | 3.6% | $240.60万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $7,672.13万 | 4.44% | 614,951 | 11,592 | 1.9% | $144.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $7,751.47万 | 4.49% | 962,079 | 28,995 | 3.1% | $233.61万 | 加仓 |
| AGG | ISHARES TR | $8,714.77万 | 5.04% | 880,458 | 36,318 | 4.3% | $359.48万 | 加仓 |
| IVV | ISHARES TR | $1.18亿 | 6.82% | 157,386 | 3,706 | 2.4% | $277.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.27亿 | 7.34% | 1,779,207 | 37,508 | 2.2% | $267.24万 | 加仓 |