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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $175.22万 | 0.10% | 1,733 | 111 | 6.8% | $11.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $172.73万 | 0.10% | 5,065 | 191 | 3.9% | $6.51万 | 加仓 |
| NFLX | NETFLIX INC. | $172.59万 | 0.10% | 24,172 | -2,590 | -9.7% | -$18.49万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $170.14万 | 0.10% | 36,947 | -5,653 | -13.3% | -$26.03万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $166.92万 | 0.10% | 21,121 | 484 | 2.3% | $3.83万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $165.24万 | 0.10% | 2,587 | -29 | -1.1% | -$1.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $162.44万 | 0.09% | 2,206 | 192 | 9.5% | $14.14万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $161.87万 | 0.09% | 17,023 | 172 | 1.0% | $1.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $160.32万 | 0.09% | 18,266 | -2,398 | -11.6% | -$21.05万 | 减仓 |
| IWN | ISHARES TR | $156.95万 | 0.09% | 7,096 | 102 | 1.5% | $2.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $156.14万 | 0.09% | 3,114 | -59 | -1.9% | -$2.96万 | 减仓 |
| SPYI | NEOS ETF TRUST | $155.91万 | 0.09% | 29,368 | 594 | 2.1% | $3.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $155.75万 | 0.09% | 8,175 | -276 | -3.3% | -$5.26万 | 减仓 |
| NVS | NOVARTIS AG | $150.95万 | 0.09% | 9,632 | 104 | 1.1% | $1.63万 | 加仓 |
| OEF | ISHARES TR | $150.03万 | 0.09% | 4,101 | 4,101 | — | $150.03万 | 新建仓 |
| UNP | UNION PAC CORP | $148.77万 | 0.09% | 5,469 | 39 | 0.7% | $1.06万 | 加仓 |
| RTX | RTX CORPORATION | $148.17万 | 0.09% | 7,810 | 258 | 3.4% | $4.89万 | 加仓 |
| GLD | SPDR GOLD TR | $147.24万 | 0.09% | 3,997 | -220 | -5.2% | -$8.10万 | 减仓 |
| PEP | PEPSICO INC | $145.51万 | 0.08% | 10,746 | 892 | 9.1% | $12.08万 | 加仓 |
| MS | MORGAN STANLEY | $144.80万 | 0.08% | 6,927 | 295 | 4.4% | $6.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $140.71万 | 0.08% | 8,283 | 45 | 0.5% | $7,645 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $135.27万 | 0.08% | 4,541 | 800 | 21.4% | $23.83万 | 加仓 |
| COP | CONOCOPHILLIPS | $135.23万 | 0.08% | 13,008 | 336 | 2.7% | $3.49万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $135.00万 | 0.08% | 4,032 | 142 | 3.7% | $4.75万 | 加仓 |
| QQQI | NEOS ETF TRUST | $132.39万 | 0.08% | 23,311 | 12,823 | 122.3% | $72.82万 | 加仓 |
| AZN | ASTRAZENECA PLC | $131.33万 | 0.08% | 6,926 | -44 | -0.6% | -$8,343 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $125.41万 | 0.07% | 2,368 | -8 | -0.3% | -$4,237 | 减仓 |
| KB | KB FINL GROUP INC | $124.99万 | 0.07% | 11,908 | 2,399 | 25.2% | $25.18万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $124.91万 | 0.07% | 14,501 | 5 | 0.0% | $431 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $123.30万 | 0.07% | 19,494 | 3,419 | 21.3% | $21.63万 | 加仓 |
| AMGN | AMGEN INC | $123.08万 | 0.07% | 3,399 | 10 | 0.3% | $3,621 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $122.68万 | 0.07% | 6,883 | 758 | 12.4% | $13.51万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $120.72万 | 0.07% | 5,391 | 120 | 2.3% | $2.69万 | 加仓 |
| C | CITIGROUP INC | $120.62万 | 0.07% | 8,618 | 725 | 9.2% | $10.15万 | 加仓 |
| ADI | ANALOG DEVICES INC | $120.34万 | 0.07% | 3,030 | 384 | 14.5% | $15.25万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $119.41万 | 0.07% | 50,641 | 422 | 0.8% | $9,951 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $117.61万 | 0.07% | 10,081 | -194 | -1.9% | -$2.26万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $117.51万 | 0.07% | 23,237 | 594 | 2.6% | $3.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $117.44万 | 0.07% | 14,211 | 749 | 5.6% | $6.19万 | 加仓 |
| RY | ROYAL BK CDA | $116.28万 | 0.07% | 5,618 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $115.34万 | 0.07% | 8,431 | 3 | 0.0% | $410 | 加仓 |
| IBN | ICICI BANK LIMITED | $115.16万 | 0.07% | 39,669 | 9,382 | 31.0% | $27.24万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $113.25万 | 0.07% | 13,822 | 9,457 | 216.7% | $77.49万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $112.36万 | 0.07% | 6,211 | 338 | 5.8% | $6.11万 | 加仓 |
| MCD | MCDONALDS CORP | $110.99万 | 0.06% | 4,106 | -857 | -17.3% | -$23.17万 | 减仓 |
| BA | BOEING CO | $110.66万 | 0.06% | 5,112 | 430 | 9.2% | $9.31万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $109.98万 | 0.06% | 3,251 | 195 | 6.4% | $6.60万 | 加仓 |
| TJX | TJX COS INC NEW | $108.88万 | 0.06% | 7,187 | 46 | 0.6% | $6,969 | 加仓 |
| SHOP | SHOPIFY INC | $108.87万 | 0.06% | 9,535 | 156 | 1.7% | $1.78万 | 加仓 |
| WELL | WELLTOWER INC | $107.77万 | 0.06% | 4,748 | 35 | 0.7% | $7,945 | 加仓 |
| WF | WOORI FINL GROUP INC | $106.28万 | 0.06% | 18,515 | 4,401 | 31.2% | $25.26万 | 加仓 |
| LOW | LOWES COS INC | $104.10万 | 0.06% | 4,721 | -266 | -5.3% | -$5.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $102.39万 | 0.06% | 36,965 | 2,016 | 5.8% | $5.58万 | 加仓 |
| UBS | UBS GROUP AG | $101.45万 | 0.06% | 20,470 | 1,526 | 8.1% | $7.56万 | 加仓 |
| QCOM | QUALCOMM INC | $101.30万 | 0.06% | 5,482 | 299 | 5.8% | $5.53万 | 加仓 |
| IAU | ISHARES GOLD TR | $100.82万 | 0.06% | 13,352 | 51 | 0.4% | $3,851 | 加仓 |
| DIS | DISNEY WALT CO | $99.74万 | 0.06% | 10,363 | 1,139 | 12.3% | $10.96万 | 加仓 |
| EMR | EMERSON ELEC CO | $97.43万 | 0.06% | 6,806 | 192 | 2.9% | $2.75万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $97.07万 | 0.06% | 1,905 | 44 | 2.4% | $2.24万 | 加仓 |
| MCK | MCKESSON CORP | $97.03万 | 0.06% | 1,284 | 54 | 4.4% | $4.08万 | 加仓 |
| WMB | WILLIAMS COS INC | $95.98万 | 0.06% | 12,911 | 3,532 | 37.7% | $26.26万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $95.64万 | 0.06% | 7,876 | 48 | 0.6% | $5,829 | 加仓 |
| CB | CHUBB LIMITED | $94.93万 | 0.05% | 2,786 | 89 | 3.3% | $3.03万 | 加仓 |
| STXF | EA SERIES TRUST | $94.55万 | 0.05% | 19,575 | 50 | 0.3% | $2,415 | 加仓 |
| SHEL | SHELL PLC | $93.83万 | 0.05% | 12,101 | 392 | 3.3% | $3.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $93.18万 | 0.05% | 5,896 | 20 | 0.3% | $3,161 | 加仓 |
| PLD | PROLOGIS INC. | $92.93万 | 0.05% | 6,860 | 78 | 1.2% | $1.06万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $92.67万 | 0.05% | 16,846 | 16,846 | — | $92.67万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $92.59万 | 0.05% | 2,146 | 171 | 8.7% | $7.38万 | 加仓 |
| SAN | BANCO SANTANDER SA | $92.47万 | 0.05% | 67,009 | 652 | 1.0% | $8,998 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $91.68万 | 0.05% | 9,936 | -145 | -1.4% | -$1.34万 | 减仓 |
| SKM | SK TELECOM CO LTD | $90.55万 | 0.05% | 28,156 | 2,842 | 11.2% | $9.14万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $90.18万 | 0.05% | 16,954 | -154 | -0.9% | -$8,191 | 减仓 |
| RDY | DR REDDYS LABS LTD | $89.99万 | 0.05% | 62,103 | 7,106 | 12.9% | $10.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $89.42万 | 0.05% | 12,427 | 378 | 3.1% | $2.72万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $88.23万 | 0.05% | 11,665 | 341 | 3.0% | $2.58万 | 加仓 |
| BLK | BLACKROCK INC | $87.85万 | 0.05% | 914 | 36 | 4.1% | $3.46万 | 加仓 |
| ESGD | ISHARES TR | $87.48万 | 0.05% | 8,509 | 165 | 2.0% | $1.70万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $86.67万 | 0.05% | 19,581 | 3,347 | 20.6% | $14.81万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $86.31万 | 0.05% | 16,335 | -12 | -0.1% | -$634 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $86.22万 | 0.05% | 20,363 | -271 | -1.3% | -$1.15万 | 减仓 |
| CPNG | COUPANG INC | $85.80万 | 0.05% | 49,397 | 28,947 | 141.6% | $50.28万 | 加仓 |
| SBUX | STARBUCKS CORP | $84.76万 | 0.05% | 8,294 | 39 | 0.5% | $3,986 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $84.57万 | 0.05% | 33,746 | 312 | 0.9% | $7,819 | 加仓 |
| TRGP | TARGA RES CORP | $84.29万 | 0.05% | 3,144 | 1,762 | 127.5% | $47.24万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $82.57万 | 0.05% | 68,239 | 40,292 | 144.2% | $48.75万 | 加仓 |
| MMM | 3M CO | $81.86万 | 0.05% | 5,056 | 146 | 3.0% | $2.36万 | 加仓 |
| ET | ENERGY TRANSFER L P | $80.81万 | 0.05% | 42,266 | 18,656 | 79.0% | $35.67万 | 加仓 |
| ESML | ISHARES TR | $80.69万 | 0.05% | 14,426 | -18 | -0.1% | -$1,007 | 减仓 |
| AOR | ISHARES TR | $80.41万 | 0.05% | 11,570 | 12 | 0.1% | $834 | 加仓 |
| BHP | BHP BILLITON LIMITED | $80.12万 | 0.05% | 9,617 | 340 | 3.7% | $2.83万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $80.11万 | 0.05% | 819 | 92 | 12.7% | $9.00万 | 加仓 |
| T | AT&T INC | $79.77万 | 0.05% | 38,536 | 879 | 2.3% | $1.82万 | 加仓 |
| WIT | WIPRO LTD | $79.43万 | 0.05% | 353,018 | 37,190 | 11.8% | $8.37万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $79.34万 | 0.05% | 1,995 | -419 | -17.4% | -$16.66万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $78.94万 | 0.05% | 2,130 | 9 | 0.4% | $3,335 | 加仓 |
| CSX | CSX CORP | $78.62万 | 0.05% | 16,542 | 141 | 0.9% | $6,702 | 加仓 |
| PWR | QUANTA SVCS INC | $78.34万 | 0.05% | 1,088 | 86 | 8.6% | $6.19万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $78.10万 | 0.05% | 200,765 | 75,603 | 60.4% | $29.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $77.96万 | 0.05% | 3,886 | 98 | 2.6% | $1.97万 | 加仓 |