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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $77.41万 | 0.04% | 4,064 | -312 | -7.1% | -$5.94万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $76.72万 | 0.04% | 14,931 | 5,949 | 66.2% | $30.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $76.52万 | 0.04% | 793 | 9 | 1.1% | $8,685 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $76.49万 | 0.04% | 14,228 | 550 | 4.0% | $2.96万 | 加仓 |
| PFE | PFIZER INC | $76.45万 | 0.04% | 31,747 | -3,384 | -9.6% | -$8.15万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $76.38万 | 0.04% | 2,035 | 126 | 6.6% | $4.73万 | 加仓 |
| SAP | SAP SE | $76.36万 | 0.04% | 4,955 | 1,259 | 34.1% | $19.40万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $76.30万 | 0.04% | 1,973 | 172 | 9.6% | $6.65万 | 加仓 |
| FTNT | FORTINET INC | $76.24万 | 0.04% | 4,963 | 66 | 1.3% | $1.01万 | 加仓 |
| VDE | VANGUARD WORLD FD | $76.07万 | 0.04% | 5,067 | -10 | -0.2% | -$1,501 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $75.96万 | 0.04% | 2,206 | -52 | -2.3% | -$1.79万 | 减仓 |
| SPGI | S&P GLOBAL INC | $75.91万 | 0.04% | 1,864 | -116 | -5.9% | -$4.72万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $75.70万 | 0.04% | 4,284 | 33 | 0.8% | $5,831 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $75.60万 | 0.04% | 78,912 | 1,322 | 1.7% | $1.27万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $75.36万 | 0.04% | 5,965 | -136 | -2.2% | -$1.72万 | 减仓 |
| SONY | SONY GROUP CORP | $75.01万 | 0.04% | 37,392 | 799 | 2.2% | $1.60万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $73.94万 | 0.04% | 14,014 | 12 | 0.1% | $633 | 加仓 |
| VXUS | VANGUARD STAR FDS | $73.67万 | 0.04% | 8,618 | -926 | -9.7% | -$7.92万 | 减仓 |
| USMV | ISHARES TR | $73.24万 | 0.04% | 7,593 | -66 | -0.9% | -$6,367 | 减仓 |
| GWW | WW GRAINGER INC | $72.24万 | 0.04% | 531 | 3 | 0.6% | $4,081 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.97万 | 0.04% | 19,848 | 1,560 | 8.5% | $5.66万 | 加仓 |
| PSX | PHILLIPS 66 | $71.14万 | 0.04% | 4,208 | 341 | 8.8% | $5.76万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $71.08万 | 0.04% | 13,581 | 2,879 | 26.9% | $15.07万 | 加仓 |
| SYK | STRYKER CORPORATION | $70.60万 | 0.04% | 2,242 | -430 | -16.1% | -$13.54万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $70.32万 | 0.04% | 4,175 | -411 | -9.0% | -$6.92万 | 减仓 |
| ESGE | ISHARES INC | $69.73万 | 0.04% | 12,750 | -58 | -0.5% | -$3,172 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $69.58万 | 0.04% | 7,249 | -235 | -3.1% | -$2.26万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $69.58万 | 0.04% | 6,050 | 409 | 7.3% | $4.70万 | 加仓 |
| NVO | NOVO-NORDISK A S | $69.33万 | 0.04% | 14,461 | 5,874 | 68.4% | $28.16万 | 加仓 |
| BCS | BARCLAYS PLC | $69.17万 | 0.04% | 25,753 | 137 | 0.5% | $3,680 | 加仓 |
| ESGV | VANGUARD WORLD FD | $69.11万 | 0.04% | 5,226 | 134 | 2.6% | $1.77万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $68.08万 | 0.04% | 2,517 | -159 | -5.9% | -$4.30万 | 减仓 |
| EMXC | ISHARES INC | $67.89万 | 0.04% | 6,637 | 297 | 4.7% | $3.04万 | 加仓 |
| COR | CENCORA INC | $67.69万 | 0.04% | 2,392 | -33 | -1.4% | -$9,338 | 减仓 |
| EQIX | EQUINIX INC | $67.52万 | 0.04% | 648 | 8 | 1.2% | $8,335 | 加仓 |
| DDOG | DATADOG INC | $67.43万 | 0.04% | 2,590 | 130 | 5.3% | $3.38万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $67.26万 | 0.04% | 1,354 | -53 | -3.8% | -$2.63万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $67.25万 | 0.04% | 2,037 | 9 | 0.4% | $2,971 | 加仓 |
| URI | UNITED RENTALS INC | $66.73万 | 0.04% | 589 | 5 | 0.9% | $5,664 | 加仓 |
| — | EA SERIES TRUST | $66.27万 | 0.04% | 17,077 | 51 | 0.3% | $1,979 | 加仓 |
| TTE | TOTALENERGIES SE | $66.24万 | 0.04% | 8,519 | 120 | 1.4% | $9,331 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $65.80万 | 0.04% | 9,118 | 442 | 5.1% | $3.19万 | 加仓 |
| PGR | PROGRESSIVE CORP | $65.71万 | 0.04% | 3,008 | -216 | -6.7% | -$4.72万 | 减仓 |
| GEF | GREIF INC | $65.53万 | 0.04% | 8,797 | 6 | 0.1% | $447 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $65.24万 | 0.04% | 3,914 | -310 | -7.3% | -$5.17万 | 减仓 |
| IONQ | IONQ INC | $65.24万 | 0.04% | 12,249 | 129 | 1.1% | $6,871 | 加仓 |
| LNG | CHENIERE ENERGY INC | $64.97万 | 0.04% | 2,718 | 761 | 38.9% | $18.19万 | 加仓 |
| MPC | MARATHON PETE CORP | $64.02万 | 0.04% | 2,504 | 9 | 0.4% | $2,301 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $63.59万 | 0.04% | 20,054 | 205 | 1.0% | $6,501 | 加仓 |
| AMT | AMERICAN TOWER CORP | $63.29万 | 0.04% | 3,869 | 80 | 2.1% | $1.31万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $62.97万 | 0.04% | 6,838 | -40 | -0.6% | -$3,684 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.92万 | 0.04% | 1,281 | 18 | 1.4% | $8,841 | 加仓 |
| INFY | INFOSYS LTD | $62.70万 | 0.04% | 59,771 | 25,968 | 76.8% | $27.24万 | 加仓 |
| SO | SOUTHERN CO | $62.13万 | 0.04% | 6,492 | 173 | 2.7% | $1.66万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $62.00万 | 0.04% | 13,745 | 466 | 3.5% | $2.10万 | 加仓 |
| ADBE | ADOBE INC | $61.94万 | 0.04% | 3,021 | -1,177 | -28.0% | -$24.13万 | 减仓 |
| CMI | CUMMINS INC | $61.62万 | 0.04% | 864 | 38 | 4.6% | $2.71万 | 加仓 |
| ALL | ALLSTATE CORP | $61.42万 | 0.04% | 2,581 | 223 | 9.5% | $5.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.08万 | 0.04% | 7,418 | 3,851 | 108.0% | $31.71万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $60.35万 | 0.03% | 1,724 | 3 | 0.2% | $1,050 | 加仓 |
| UL | UNILEVER PLC | $60.16万 | 0.03% | 10,006 | 739 | 8.0% | $4.44万 | 加仓 |
| CVS | CVS HEALTH CORP | $60.07万 | 0.03% | 5,807 | 661 | 12.8% | $6.84万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $59.59万 | 0.03% | 1,877 | 227 | 13.8% | $7.21万 | 加仓 |
| DX | DYNEX CAP INC | $59.58万 | 0.03% | 45,450 | 18,536 | 68.9% | $24.30万 | 加仓 |
| CI | THE CIGNA GROUP | $59.55万 | 0.03% | 2,160 | 283 | 15.1% | $7.80万 | 加仓 |
| CME | CME GROUP INC | $58.72万 | 0.03% | 2,659 | -224 | -7.8% | -$4.95万 | 减仓 |
| APP | APPLOVIN CORP | $58.53万 | 0.03% | 1,136 | 199 | 21.2% | $10.25万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $58.26万 | 0.03% | 1,763 | 5 | 0.3% | $1,652 | 加仓 |
| WM | WASTE MGMT INC DEL | $57.39万 | 0.03% | 2,575 | 322 | 14.3% | $7.18万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $57.34万 | 0.03% | 4,530 | 298 | 7.0% | $3.77万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $57.33万 | 0.03% | 3,290 | 37 | 1.1% | $6,448 | 加仓 |
| CCJ | CAMECO CORP | $56.99万 | 0.03% | 5,595 | 108 | 2.0% | $1.10万 | 加仓 |
| IXN | ISHARES TR | $56.97万 | 0.03% | 3,943 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $56.58万 | 0.03% | 2,099 | 8 | 0.4% | $2,157 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $56.57万 | 0.03% | 9,160 | 240 | 2.7% | $1.48万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $56.35万 | 0.03% | 3,897 | 309 | 8.6% | $4.47万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $56.29万 | 0.03% | 1,226 | 12 | 1.0% | $5,510 | 加仓 |
| USB | US BANCORP | $56.26万 | 0.03% | 9,314 | 47 | 0.5% | $2,839 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $56.02万 | 0.03% | 8,908 | 544 | 6.5% | $3.42万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $55.74万 | 0.03% | 2,752 | 3 | 0.1% | $608 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.72万 | 0.03% | 1,863 | -134 | -6.7% | -$4.01万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $55.70万 | 0.03% | 6,414 | 6 | 0.1% | $521 | 加仓 |
| ING | ING GROEP N.V. | $54.59万 | 0.03% | 17,397 | 227 | 1.3% | $7,123 | 加仓 |
| NOK | NOKIA CORP | $54.43万 | 0.03% | 40,990 | 3,888 | 10.5% | $5.16万 | 加仓 |
| JBL | JABIL INC | $53.77万 | 0.03% | 1,395 | 7 | 0.5% | $2,698 | 加仓 |
| IDXX | IDEXX LABS INC | $52.80万 | 0.03% | 1,003 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.67万 | 0.03% | 4,689 | 62 | 1.3% | $6,964 | 加仓 |
| MCO | MOODYS CORP | $52.58万 | 0.03% | 1,161 | -67 | -5.5% | -$3.03万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $52.53万 | 0.03% | 1,436 | 345 | 31.6% | $12.62万 | 加仓 |
| ESGU | ISHARES TR | $52.13万 | 0.03% | 3,185 | 74 | 2.4% | $1.21万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $52.03万 | 0.03% | 5,413 | 32 | 0.6% | $3,076 | 加仓 |
| CRM | SALESFORCE INC | $51.64万 | 0.03% | 3,296 | -1,534 | -31.8% | -$24.03万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $51.33万 | 0.03% | 1,909 | -5 | -0.3% | -$1,344 | 减仓 |
| DGRW | WISDOMTREE TR | $50.95万 | 0.03% | 5,328 | -70 | -1.3% | -$6,693 | 减仓 |
| OKE | ONEOK INC NEW | $50.90万 | 0.03% | 5,855 | 2,852 | 95.0% | $24.79万 | 加仓 |
| — | EA SERIES TRUST | $50.62万 | 0.03% | 9,632 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $50.09万 | 0.03% | 6,388 | 48 | 0.8% | $3,764 | 加仓 |
| ENB | ENBRIDGE INC | $50.07万 | 0.03% | 9,237 | 106 | 1.2% | $5,746 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $49.86万 | 0.03% | 8,844 | 30 | 0.3% | $1,691 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $49.61万 | 0.03% | 12,560 | -1 | -0.0% | -$40 | 减仓 |