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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $24.43万 | 0.01% | 2,352 | 16 | 0.7% | $1,662 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $24.40万 | 0.01% | 1,428 | 1,428 | — | $24.40万 | 新建仓 |
| HDV | ISHARES TR | $24.35万 | 0.01% | 8,882 | 27 | 0.3% | $740 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $24.32万 | 0.01% | 2,400 | 16 | 0.7% | $1,621 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.28万 | 0.01% | 2,684 | -2 | -0.1% | -$181 | 减仓 |
| EME | EMCOR GROUP INC | $24.23万 | 0.01% | 292 | 292 | — | $24.23万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.22万 | 0.01% | 8,230 | 1,342 | 19.5% | $3.95万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $24.03万 | 0.01% | 3,941 | -4 | -0.1% | -$244 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $23.90万 | 0.01% | 956 | 58 | 6.5% | $1.45万 | 重新持有 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $23.87万 | 0.01% | 41,306 | 2,066 | 5.3% | $1.19万 | 加仓 |
| NTR | NUTRIEN LTD | $23.80万 | 0.01% | 3,780 | 156 | 4.3% | $9,820 | 加仓 |
| DOW | DOW HLDGS INC | $23.75万 | 0.01% | 8,681 | 3,715 | 74.8% | $10.16万 | 加仓 |
| IUSG | ISHARES TR | $23.72万 | 0.01% | 1,261 | 0 | 0.0% | — | 重新持有 |
| KKR | KKR & CO INC | $23.71万 | 0.01% | 2,583 | 266 | 11.5% | $2.44万 | 加仓 |
| LOGI | LOGITECH INTL S A | $23.64万 | 0.01% | 2,514 | 259 | 11.5% | $2.44万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $23.57万 | 0.01% | 2,485 | 11 | 0.4% | $1,043 | 加仓 |
| GRMN | GARMIN LTD | $23.42万 | 0.01% | 986 | 18 | 1.9% | $4,276 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.41万 | 0.01% | 351 | -13 | -3.6% | -$8,670 | 减仓 |
| NTRA | NATERA INC | $23.34万 | 0.01% | 860 | 860 | — | $23.34万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.31万 | 0.01% | 2,820 | 196 | 7.5% | $1.62万 | 加仓 |
| RACE | FERRARI N V | $23.16万 | 0.01% | 622 | 19 | 3.2% | $7,073 | 加仓 |
| TWLO | TWILIO INC | $23.15万 | 0.01% | 1,122 | 1,122 | — | $23.15万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $23.10万 | 0.01% | 864 | 864 | — | $23.10万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $22.96万 | 0.01% | 1,409 | -18 | -1.3% | -$2,934 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $22.94万 | 0.01% | 9,450 | 9,450 | — | $22.94万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $22.91万 | 0.01% | 3,159 | 3,159 | — | $22.91万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $22.72万 | 0.01% | 2,341 | 15 | 0.6% | $1,456 | 加仓 |
| L | LOEWS CORP | $22.60万 | 0.01% | 1,996 | 27 | 1.4% | $3,057 | 加仓 |
| HAL | HALLIBURTON CO | $22.59万 | 0.01% | 6,655 | 486 | 7.9% | $1.65万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $22.57万 | 0.01% | 951 | 2 | 0.2% | $475 | 加仓 |
| ADSK | AUTODESK INC | $22.53万 | 0.01% | 1,159 | -585 | -33.5% | -$11.37万 | 减仓 |
| F | FORD MTR CO | $22.48万 | 0.01% | 16,176 | 400 | 2.5% | $5,560 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $22.43万 | 0.01% | 1,677 | 1,677 | — | $22.43万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $22.30万 | 0.01% | 5,082 | 5,082 | — | $22.30万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $22.13万 | 0.01% | 3,304 | 102 | 3.2% | $6,832 | 加仓 |
| FDX | FEDEX CORP | $22.10万 | 0.01% | 706 | 57 | 8.8% | $1.78万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $22.10万 | 0.01% | 1,461 | -263 | -15.3% | -$3.98万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.04万 | 0.01% | 1,621 | 1,621 | — | $22.04万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $22.00万 | 0.01% | 1,320 | -84 | -6.0% | -$1.40万 | 减仓 |
| WDAY | WORKDAY INC | $22.00万 | 0.01% | 1,797 | -241 | -11.8% | -$2.95万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $21.95万 | 0.01% | 4,746 | -189 | -3.8% | -$8,741 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $21.90万 | 0.01% | 2,928 | 2,928 | — | $21.90万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $21.86万 | 0.01% | 8,155 | -1,396 | -14.6% | -$3.74万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $21.82万 | 0.01% | 8,048 | -2,306 | -22.3% | -$6.25万 | 重新持有 |
| DG | DOLLAR GEN CORP | $21.70万 | 0.01% | 1,885 | 57 | 3.1% | $6,561 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $21.62万 | 0.01% | 1,720 | 1,720 | — | $21.62万 | 新建仓 |
| MTB | M & T BK CORP | $21.59万 | 0.01% | 907 | 6 | 0.7% | $1,428 | 加仓 |
| IWF | ISHARES TR | $21.51万 | 0.01% | 1,732 | -184 | -9.6% | -$2.29万 | 减仓 |
| EQNR | EQUINOR ASA | $21.47万 | 0.01% | 6,839 | -414 | -5.7% | -$1.30万 | 减仓 |
| NTRS | NORTHERN TR CORP | $21.47万 | 0.01% | 1,235 | 1,235 | — | $21.47万 | 新建仓 |
| EVR | EVERCORE INC | $21.44万 | 0.01% | 628 | 628 | — | $21.44万 | 新建仓 |
| IWL | ISHARES TR | $21.42万 | 0.01% | 1,158 | 1,158 | — | $21.42万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $21.40万 | 0.01% | 918 | 918 | — | $21.40万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $21.28万 | 0.01% | 1,460 | -14 | -0.9% | -$2,041 | 减仓 |
| HPQ | HP INC | $21.26万 | 0.01% | 9,691 | 9,691 | — | $21.26万 | 新建仓 |
| SNY | SANOFI SA | $21.22万 | 0.01% | 4,975 | -1,582 | -24.1% | -$6.75万 | 减仓 |
| BSVO | EA SERIES TRUST | $21.21万 | 0.01% | 7,265 | 7,265 | — | $21.21万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.20万 | 0.01% | 8,637 | -8,015 | -48.1% | -$19.68万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $21.20万 | 0.01% | 4,170 | 14 | 0.3% | $712 | 加仓 |
| ARKQ | ARK ETF TR | $21.17万 | 0.01% | 1,601 | 1,601 | — | $21.17万 | 新建仓 |
| ACWI | ISHARES TR | $21.06万 | 0.01% | 1,342 | 1,342 | — | $21.06万 | 新建仓 |
| IVE | ISHARES TR | $21.03万 | 0.01% | 926 | -22 | -2.3% | -$4,995 | 减仓 |
| STM | STMICROELECTRONICS N V | $20.95万 | 0.01% | 2,798 | 2,798 | — | $20.95万 | 新建仓 |
| VMC | VULCAN MATLS CO | $20.95万 | 0.01% | 710 | -28 | -3.8% | -$8,260 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.76万 | 0.01% | 1,926 | 1,926 | — | $20.76万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $20.72万 | 0.01% | 25,356 | 57 | 0.2% | $466 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $20.69万 | 0.01% | 2,097 | 2,097 | — | $20.69万 | 新建仓 |
| MET | METLIFE INC | $20.64万 | 0.01% | 2,440 | -96 | -3.8% | -$8,123 | 重新持有 |
| KMX | CARMAX INC | $20.56万 | 0.01% | 3,887 | 3,887 | — | $20.56万 | 新建仓 |
| DBJP | DBX ETF TR | $20.40万 | 0.01% | 1,777 | 1,777 | — | $20.40万 | 新建仓 |
| AEG | AEGON LTD | $20.37万 | 0.01% | 24,135 | 85 | 0.4% | $717 | 加仓 |
| VEEV | VEEVA SYS INC | $20.34万 | 0.01% | 1,146 | 1,146 | — | $20.34万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $20.27万 | 0.01% | 8,169 | 166 | 2.1% | $4,118 | 加仓 |
| OKLO | OKLO INC | $20.19万 | 0.01% | 3,859 | 30 | 0.8% | $1,570 | 重新持有 |
| ETR | ENTERGY CORP NEW | $20.15万 | 0.01% | 1,754 | 1,754 | — | $20.15万 | 新建仓 |
| VTR | VENTAS INC | $20.14万 | 0.01% | 2,268 | 2,268 | — | $20.14万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $20.14万 | 0.01% | 3,344 | 3,344 | — | $20.14万 | 新建仓 |
| — | CYBIN INC | $20.06万 | 0.01% | 30,344 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $20.03万 | 0.01% | 7,293 | -171 | -2.3% | -$4,697 | 减仓 |
| NU | NU HLDGS LTD | $18.89万 | 0.01% | 14,143 | -2,003 | -12.4% | -$2.68万 | 减仓 |
| SYY | SYSCO CORP | $18.62万 | 0.01% | 2,228 | -897 | -28.7% | -$7.50万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $18.41万 | 0.01% | 913 | 3 | 0.3% | $605 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $17.21万 | 0.01% | 14,342 | 1,146 | 8.7% | $1.38万 | 加仓 |
| WEN | WENDYS CO | $16.01万 | 0.01% | 19,314 | 5,720 | 42.1% | $4.74万 | 加仓 |
| EEM | ISHARES TR | $16.01万 | 0.01% | 2,340 | 2,340 | — | $16.01万 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $15.03万 | 0.01% | 17,998 | 4,099 | 29.5% | $3.42万 | 加仓 |
| SSL | SASOL LTD | $14.98万 | 0.01% | 15,253 | 644 | 4.4% | $6,324 | 加仓 |
| BBD | BANCO BRADESCO S A | $14.70万 | 0.01% | 42,350 | 304 | 0.7% | $1,055 | 加仓 |
| ICL | ICL GROUP LTD | $14.33万 | 0.01% | 28,768 | 1,409 | 5.2% | $7,017 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $14.20万 | 0.01% | 28,286 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $13.46万 | 0.01% | 10,164 | -1,819 | -15.2% | -$2.41万 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $13.10万 | 0.01% | 11,100 | 11,100 | — | $13.10万 | 新建仓 |
| ENIC | ENEL CHILE SA | $12.54万 | 0.01% | 27,875 | 17,054 | 157.6% | $7.67万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $12.37万 | 0.01% | 983 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $12.02万 | 0.01% | 13,367 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $11.33万 | 0.01% | 13,319 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $10.85万 | 0.01% | 14,124 | -899 | -6.0% | -$6,904 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $10.84万 | 0.01% | 1,148 | 3 | 0.3% | $283 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $10.26万 | 0.01% | 14,552 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $9.47万 | 0.01% | 10,319 | -5 | -0.0% | -$46 | 减仓 |