PDS Planning, Inc 13F 持仓 · 2026年Q2
PDS Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 609 只证券，申报市值合计 17.28 亿美元。前几大持仓：VEA（7.34%）、IVV（6.82%）、AGG（5.04%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $126.8M | 7.34% | 1.8M | 增持 |
| 2 | IVV | ISHARES TR | $117.9M | 6.82% | 157,386 | 增持 |
| 3 | AGG | ISHARES TR | $87.1M | 5.04% | 880,458 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $77.5M | 4.49% | 962,079 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $76.7M | 4.44% | 614,951 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $69.4M | 4.02% | 293,378 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $63.8M | 3.69% | 1.1M | 增持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $50.1M | 2.90% | 1.0M | 增持 |
| 9 | REET | ISHARES TR | $45.4M | 2.63% | 1.6M | 增持 |
| 10 | IGSB | ISHARES TR | $42.0M | 2.43% | 801,548 | 增持 |
| 11 | AAPL | APPLE INC | $39.4M | 2.28% | 136,287 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $36.1M | 2.09% | 180,460 | 增持 |
| 13 | BSV | VANGUARD BD INDEX FDS | $35.1M | 2.03% | 450,644 | 增持 |
| 14 | ABBV | ABBVIE INC | $27.4M | 1.58% | 108,761 | 减持 |
| 15 | VBR | VANGUARD INDEX FDS | $23.8M | 1.38% | 97,954 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $20.0M | 1.16% | 53,615 | 减持 |
| 17 | IEFA | ISHARES TR | $18.2M | 1.05% | 188,300 | 增持 |
| 18 | IJH | ISHARES TR | $17.6M | 1.02% | 228,661 | 减持 |
| 19 | BND | VANGUARD BD INDEX FDS | $16.9M | 0.98% | 230,885 | 增持 |
| 20 | IEMG | ISHARES INC | $17.0M | 0.98% | 204,734 | 减持 |
| 21 | GOOG | ALPHABET INC | $16.8M | 0.97% | 47,495 | 增持 |
| 22 | AMZN | AMAZON COM INC | $16.5M | 0.95% | 69,133 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $16.2M | 0.94% | 49,614 | 增持 |
| 24 | MUB | ISHARES TR | $16.0M | 0.93% | 148,686 | 增持 |
| 25 | GOOGL | ALPHABET INC | $15.9M | 0.92% | 44,471 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR