PDS Planning, Inc
DUBLIN OH · SEC CIK 0000838618
$15.16亿2026Q1 申报市值
561持仓数
44.6%前十大占比 · 第一大 7.4%
37 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AGG 加仓+$532.07万
BNDX 加仓+$300.60万
IVV 加仓+$228.04万
IGSB 加仓+$205.65万
DIMENSIONAL ETF 加仓+$171.00万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$182.07万
AZN 清仓-$108.96万
SNDK 减仓-$61.50万
GEF/B 减仓-$35.95万
ABBV 减仓-$35.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1.12亿 | 7.36% | 1,741,699 | -28,413 | -1.6% | -$182.07万 | 减仓 |
| IVV | ISHARES TR | $1.00亿 | 6.62% | 153,680 | 3,491 | 2.3% | $228.04万 | 加仓 |
| AGG | ISHARES TR | $8,379.78万 | 5.53% | 844,140 | 53,598 | 6.8% | $532.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $6,699.07万 | 4.42% | 233,271 | 5,488 | 2.4% | $157.60万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,665.30万 | 4.40% | 603,359 | 1,440 | 0.2% | $15.91万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,090.72万 | 4.02% | 283,210 | 5,404 | 1.9% | $116.22万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5,661.14万 | 3.73% | 1,047,390 | 6,427 | 0.6% | $34.74万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,874.32万 | 3.22% | 1,014,427 | 62,560 | 6.6% | $300.60万 | 加仓 |
| IGSB | ISHARES TR | $4,039.36万 | 2.66% | 768,523 | 39,127 | 5.4% | $205.65万 | 加仓 |
| REET | ISHARES TR | $3,971.44万 | 2.62% | 1,579,103 | 45,534 | 3.0% | $114.52万 | 加仓 |
| AAPL | APPLE INC | $3,403.04万 | 2.24% | 134,089 | 3,481 | 2.7% | $88.34万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,387.38万 | 2.23% | 432,009 | 21,487 | 5.2% | $168.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,081.46万 | 2.03% | 176,689 | 3,693 | 2.1% | $64.41万 | 加仓 |
| ABBV | ABBVIE INC | $2,368.81万 | 1.56% | 108,916 | -1,617 | -1.5% | -$35.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,152.26万 | 1.42% | 99,068 | 207 | 0.2% | $4.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,016.91万 | 1.33% | 54,486 | 1,426 | 2.7% | $52.79万 | 加仓 |
| IEFA | ISHARES TR | $1,695.10万 | 1.12% | 187,242 | -104 | -0.1% | -$9,415 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,689.38万 | 1.11% | 229,411 | 8,488 | 3.8% | $62.51万 | 加仓 |
| IJH | ISHARES TR | $1,560.99万 | 1.03% | 231,155 | 2,468 | 1.1% | $16.67万 | 加仓 |
| MUB | ISHARES TR | $1,500.39万 | 0.99% | 141,346 | 11,312 | 8.7% | $120.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,473.11万 | 0.97% | 30,741 | 1,769 | 6.1% | $84.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,447.58万 | 0.95% | 49,211 | -160 | -0.3% | -$4.71万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,436.28万 | 0.95% | 20 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1,433.28万 | 0.95% | 205,488 | -201 | -0.1% | -$1.40万 | 减仓 |
| AMZN | AMAZON COM INC | $1,409.09万 | 0.93% | 67,657 | 1,919 | 2.9% | $39.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,362.12万 | 0.90% | 52,005 | -71 | -0.1% | -$1.86万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,358.65万 | 0.90% | 272,330 | 13,327 | 5.1% | $66.49万 | 加仓 |
| GOOG | ALPHABET INC | $1,353.20万 | 0.89% | 47,173 | 730 | 1.6% | $20.94万 | 加仓 |
| GOOGL | ALPHABET INC | $1,256.08万 | 0.83% | 43,681 | 1,328 | 3.1% | $38.19万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,229.32万 | 0.81% | 119,735 | -1,663 | -1.4% | -$17.07万 | 减仓 |
| SUB | ISHARES TR | $1,191.07万 | 0.79% | 111,837 | 12,179 | 12.2% | $129.71万 | 加仓 |
| IAGG | ISHARES TR | $1,165.67万 | 0.77% | 232,948 | 4,795 | 2.1% | $23.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $859.32万 | 0.57% | 26,786 | 618 | 2.4% | $19.83万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $855.93万 | 0.56% | 61,880 | 3,830 | 6.6% | $52.98万 | 加仓 |
| AVGO | BROADCOM INC | $855.51万 | 0.56% | 27,641 | 941 | 3.5% | $29.12万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $817.61万 | 0.54% | 108,870 | 2,038 | 1.9% | $15.31万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $755.84万 | 0.50% | 167,778 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $710.34万 | 0.47% | 21,019 | 436 | 2.1% | $14.73万 | 加仓 |
| META | META PLATFORMS INC | $700.29万 | 0.46% | 12,240 | -13 | -0.1% | -$7,438 | 减仓 |
| LLY | ELI LILLY & CO | $671.94万 | 0.44% | 7,306 | -29 | -0.4% | -$2.67万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $633.71万 | 0.42% | 10,605 | 397 | 3.9% | $23.72万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $587.37万 | 0.39% | 66,220 | 1,900 | 3.0% | $16.85万 | 加仓 |
| TSLA | TESLA INC | $585.77万 | 0.39% | 15,757 | 12 | 0.1% | $4,461 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $566.10万 | 0.37% | 111,044 | 8,386 | 8.2% | $42.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $551.52万 | 0.36% | 38,183 | 2,296 | 6.4% | $33.16万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $531.27万 | 0.35% | 60,058 | 435 | 0.7% | $3.85万 | 加仓 |
| KO | COCA COLA CO | $502.50万 | 0.33% | 66,075 | 1,521 | 2.4% | $11.57万 | 加仓 |
| VV | VANGUARD INDEX FDS | $482.85万 | 0.32% | 16,157 | -236 | -1.4% | -$7.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $471.40万 | 0.31% | 19,285 | 951 | 5.2% | $23.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $452.00万 | 0.30% | 6,950 | 930 | 15.4% | $60.48万 | 加仓 |
| — | EXXON MOBIL CORP | $427.30万 | 0.28% | 25,186 | -277 | -1.1% | -$4.70万 | 减仓 |
| WMT | WALMART INC | $402.11万 | 0.27% | 32,355 | 830 | 2.6% | $10.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $393.86万 | 0.26% | 101,354 | 44,003 | 76.7% | $171.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $383.32万 | 0.25% | 3,847 | 54 | 1.4% | $5.38万 | 加仓 |
| V | VISA INC | $371.11万 | 0.24% | 12,279 | 109 | 0.9% | $3.29万 | 加仓 |
| DE | DEERE & CO | $355.36万 | 0.23% | 6,309 | 57 | 0.9% | $3.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $335.36万 | 0.22% | 34,088 | -646 | -1.9% | -$6.36万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $303.17万 | 0.20% | 19,267 | 38 | 0.2% | $5,979 | 加仓 |
| ORCL | ORACLE CORP | $296.38万 | 0.20% | 20,147 | 445 | 2.3% | $6.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $294.45万 | 0.19% | 5,893 | -388 | -6.2% | -$19.39万 | 减仓 |
| GLDM | WORLD GOLD TR | $266.83万 | 0.18% | 28,787 | 292 | 1.0% | $2.71万 | 加仓 |
| NFLX | NETFLIX INC. | $257.32万 | 0.17% | 26,762 | 1,110 | 4.3% | $10.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $255.45万 | 0.17% | 12,347 | 162 | 1.3% | $3.35万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $245.67万 | 0.16% | 44,248 | 751 | 1.7% | $4.17万 | 加仓 |
| GE | GE AEROSPACE | $242.68万 | 0.16% | 8,552 | 138 | 1.6% | $3.92万 | 加仓 |
| ETN | EATON CORP PLC | $228.98万 | 0.15% | 6,402 | 51 | 0.8% | $1.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $226.49万 | 0.15% | 11,544 | -191 | -1.6% | -$3.75万 | 减仓 |
| ASML | ASML HLDG NV | $224.01万 | 0.15% | 1,696 | 14 | 0.8% | $1.85万 | 加仓 |
| HD | HOME DEPOT INC | $224.00万 | 0.15% | 6,811 | -108 | -1.6% | -$3.55万 | 减仓 |
| SDY | SPDR SERIES TRUST | $222.42万 | 0.15% | 15,241 | 1 | 0.0% | $146 | 加仓 |
| CSCO | CISCO SYS INC | $219.16万 | 0.14% | 28,246 | 671 | 2.4% | $5.21万 | 加仓 |
| ACT | ENACT HLDGS INC | $212.38万 | 0.14% | 52,041 | 18,566 | 55.5% | $75.77万 | 加仓 |
| MRK | MERCK & CO INC | $211.44万 | 0.14% | 17,577 | 758 | 4.5% | $9.12万 | 加仓 |
| CAT | CATERPILLAR INC | $207.58万 | 0.14% | 2,930 | -11 | -0.4% | -$7,793 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $200.84万 | 0.13% | 13,776 | -329 | -2.3% | -$4.80万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $199.38万 | 0.13% | 42,350 | 6,746 | 18.9% | $31.76万 | 加仓 |
| ISTB | ISHARES TR | $198.77万 | 0.13% | 41,018 | -269 | -0.7% | -$1.30万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $198.68万 | 0.13% | 126,952 | 23,732 | 23.0% | $37.14万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $196.26万 | 0.13% | 42,600 | 42 | 0.1% | $1,935 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $194.62万 | 0.13% | 5,761 | 481 | 9.1% | $16.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.70万 | 0.13% | 33,998 | 744 | 2.2% | $4.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $191.93万 | 0.13% | 20,664 | 262 | 1.3% | $2.43万 | 加仓 |
| APH | AMPHENOL CORP | $189.99万 | 0.13% | 15,037 | 141 | 0.9% | $1.78万 | 加仓 |
| NOW | SERVICENOW INC | $182.20万 | 0.12% | 17,427 | 9,539 | 120.9% | $99.73万 | 加仓 |
| GLD | SPDR GOLD TR | $181.45万 | 0.12% | 4,217 | -101 | -2.3% | -$4.35万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $177.84万 | 0.12% | 8,742 | 248 | 2.9% | $5.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $176.57万 | 0.12% | 5,166 | 312 | 6.4% | $10.66万 | 加仓 |
| LIN | LINDE PLC | $174.46万 | 0.12% | 3,519 | 188 | 5.6% | $9.32万 | 加仓 |
| GEV | GE VERNOVA INC | $173.37万 | 0.11% | 1,986 | 53 | 2.7% | $4.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $169.64万 | 0.11% | 6,999 | 397 | 6.0% | $9.62万 | 加仓 |
| COP | CONOCOPHILLIPS | $167.27万 | 0.11% | 12,672 | 586 | 4.8% | $7.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $166.01万 | 0.11% | 7,770 | 532 | 7.4% | $11.37万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $163.59万 | 0.11% | 20,637 | 3,069 | 17.5% | $24.33万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $155.96万 | 0.10% | 3,173 | 133 | 4.4% | $6.54万 | 加仓 |
| MCD | MCDONALDS CORP | $154.26万 | 0.10% | 4,963 | 472 | 10.5% | $14.67万 | 加仓 |
| PEP | PEPSICO INC | $153.03万 | 0.10% | 9,854 | -229 | -2.3% | -$3.56万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $152.52万 | 0.10% | 7,218 | 20 | 0.3% | $4,226 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $150.30万 | 0.10% | 10,275 | 1,080 | 11.7% | $15.80万 | 加仓 |
| RTX | RTX CORPORATION | $145.69万 | 0.10% | 7,552 | 119 | 1.6% | $2.30万 | 加仓 |
| NVS | NOVARTIS AG | $145.54万 | 0.10% | 9,528 | 3 | 0.0% | $458 | 加仓 |