Aberdeen Wealth Management LLC
LAKE BLUFF IL · SEC CIK 0001802654
$2.08亿2026Q2 申报市值
427持仓数
53.1%前十大占比 · 第一大 26.6%
252 / 10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
FNDX 加仓+$152.09万
VIG 加仓+$107.31万
NVS 新建仓+$94.74万
DVN 新建仓+$48.63万
TSM 新建仓+$48.09万
2026Q2 卖出最多 按季末市值估算
JPM 减仓-$344.45万
IVOV 减仓-$288.06万
AMAT 减仓-$246.18万
AAPL 减仓-$231.32万
GOOGL 减仓-$208.88万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $5,531.94万 | 26.55% | 149,495 | -3,472 | -2.3% | -$128.48万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,489.57万 | 7.15% | 62,952 | 4,535 | 7.8% | $107.31万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,057.08万 | 5.07% | 92,669 | -25,253 | -21.4% | -$288.06万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $748.00万 | 3.59% | 240,514 | 48,905 | 25.5% | $152.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $514.05万 | 2.47% | 7,110 | -3,405 | -32.4% | -$246.18万 | 减仓 |
| AAPL | APPLE INC | $420.36万 | 2.02% | 14,527 | -7,994 | -35.5% | -$231.32万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $356.95万 | 1.71% | 23,136 | -1,009 | -4.2% | -$15.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $332.83万 | 1.60% | 38,932 | 36 | 0.1% | $3,078 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $308.30万 | 1.48% | 6,216 | -2,744 | -30.6% | -$136.10万 | 减仓 |
| GOOGL | ALPHABET INC | $299.01万 | 1.44% | 8,367 | -5,845 | -41.1% | -$208.88万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $284.62万 | 1.37% | 57,176 | -6,235 | -9.8% | -$31.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $278.33万 | 1.34% | 13,910 | -4,070 | -22.6% | -$81.44万 | 减仓 |
| ABBV | ABBVIE INC | $233.42万 | 1.12% | 9,276 | -2,352 | -20.2% | -$59.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $223.19万 | 1.07% | 5,983 | -5,187 | -46.4% | -$193.50万 | 减仓 |
| DVY | ISHARES TR | $222.88万 | 1.07% | 14,260 | -155 | -1.1% | -$2.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $215.53万 | 1.03% | 8,486 | -2,763 | -24.6% | -$70.17万 | 减仓 |
| GLD | SPDR GOLD TR | $202.68万 | 0.97% | 5,502 | -1,490 | -21.3% | -$54.89万 | 减仓 |
| SDY | SPDR SERIES TRUST | $194.97万 | 0.94% | 12,812 | -1,612 | -11.2% | -$24.53万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $194.36万 | 0.93% | 8,679 | -2,564 | -22.8% | -$57.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $168.77万 | 0.81% | 5,568 | -967 | -14.8% | -$29.31万 | 减仓 |
| CAT | CATERPILLAR INC | $156.58万 | 0.75% | 1,470 | -683 | -31.7% | -$72.75万 | 减仓 |
| — | EXXON MOBIL CORP | $154.30万 | 0.74% | 11,286 | -1,887 | -14.3% | -$25.80万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $145.30万 | 0.70% | 4,439 | -10,523 | -70.3% | -$344.45万 | 减仓 |
| HD | HOME DEPOT INC | $141.33万 | 0.68% | 4,007 | -2,920 | -42.2% | -$102.99万 | 减仓 |
| VHT | VANGUARD WORLD FD | $140.98万 | 0.68% | 4,715 | -149 | -3.1% | -$4.46万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $137.80万 | 0.66% | 15,031 | -4,160 | -21.7% | -$38.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $137.59万 | 0.66% | 1,192 | -400 | -25.1% | -$46.17万 | 减仓 |
| GOOG | ALPHABET INC | $135.80万 | 0.65% | 3,844 | -1,257 | -24.6% | -$44.41万 | 减仓 |
| EEMV | ISHARES INC | $127.76万 | 0.61% | 16,971 | 143 | 0.8% | $1.08万 | 加仓 |
| UNP | UNION PAC CORP | $122.89万 | 0.59% | 4,518 | -500 | -10.0% | -$13.60万 | 减仓 |
| LOW | LOWES COS INC | $106.72万 | 0.51% | 4,840 | -1,079 | -18.2% | -$23.79万 | 减仓 |
| TXN | TEXAS INSTRS INC | $103.73万 | 0.50% | 3,480 | -700 | -16.7% | -$20.86万 | 减仓 |
| CSX | CSX CORP | $103.62万 | 0.50% | 21,800 | -3,000 | -12.1% | -$14.26万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $103.09万 | 0.49% | 8,182 | -1,600 | -16.4% | -$20.16万 | 减仓 |
| IAU | ISHARES GOLD TR | $102.78万 | 0.49% | 13,612 | -1,100 | -7.5% | -$8.31万 | 减仓 |
| WMT | WALMART INC | $100.74万 | 0.48% | 8,895 | -7,740 | -46.5% | -$87.66万 | 减仓 |
| KO | COCA COLA CO | $100.64万 | 0.48% | 12,384 | -4,529 | -26.8% | -$36.81万 | 减仓 |
| NVS | NOVARTIS AG | $94.74万 | 0.45% | 6,045 | 6,045 | — | $94.74万 | 新建仓 |
| GE | GE AEROSPACE | $92.24万 | 0.44% | 2,468 | -264 | -9.7% | -$9.87万 | 减仓 |
| PEP | PEPSICO INC | $90.68万 | 0.44% | 6,697 | -1,256 | -15.8% | -$17.01万 | 减仓 |
| CSCO | CISCO SYS INC | $90.39万 | 0.43% | 7,695 | -6,067 | -44.1% | -$71.26万 | 减仓 |
| SNPS | SYNOPSYS INC | $84.75万 | 0.41% | 1,900 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $84.30万 | 0.40% | 9,291 | -2,375 | -20.4% | -$21.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $81.21万 | 0.39% | 10,079 | -381 | -3.6% | -$3.07万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $79.74万 | 0.38% | 5,026 | -2,095 | -29.4% | -$33.24万 | 减仓 |
| GEV | GE VERNOVA INC | $78.83万 | 0.38% | 671 | -65 | -8.8% | -$7.64万 | 减仓 |
| WM | WASTE MGMT INC DEL | $78.23万 | 0.38% | 3,510 | -290 | -7.6% | -$6.46万 | 减仓 |
| CI | THE CIGNA GROUP | $77.59万 | 0.37% | 2,815 | -890 | -24.0% | -$24.53万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $77.06万 | 0.37% | 14,510 | -5,400 | -27.1% | -$28.68万 | 减仓 |
| RTX | RTX CORPORATION | $76.71万 | 0.37% | 4,043 | -2,450 | -37.7% | -$46.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $76.70万 | 0.37% | 5,230 | -2,451 | -31.9% | -$35.94万 | 减仓 |
| AMZN | AMAZON COM INC | $75.77万 | 0.36% | 3,179 | -1,625 | -33.8% | -$38.73万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $74.59万 | 0.36% | 2,371 | -625 | -20.9% | -$19.66万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $73.72万 | 0.35% | 5,300 | -180 | -3.3% | -$2.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.45万 | 0.34% | 1,230 | -200 | -14.0% | -$11.62万 | 减仓 |
| BAC | BANK OF AMER CORP | $69.85万 | 0.34% | 12,258 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $67.41万 | 0.32% | 4,266 | -198 | -4.4% | -$3.13万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.43万 | 0.30% | 4,563 | -495 | -9.8% | -$6.77万 | 减仓 |
| AMGN | AMGEN INC | $55.84万 | 0.27% | 1,542 | -2,807 | -64.5% | -$101.65万 | 减仓 |
| EFA | ISHARES TR | $55.34万 | 0.27% | 5,327 | -690 | -11.5% | -$7.17万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.25万 | 0.27% | 6,000 | -1,500 | -20.0% | -$13.81万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $54.71万 | 0.26% | 5,089 | -2,840 | -35.8% | -$30.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $53.69万 | 0.26% | 3,239 | -653 | -16.8% | -$10.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.22万 | 0.25% | 1,857 | -1,002 | -35.0% | -$28.18万 | 减仓 |
| INTC | INTEL CORP | $51.38万 | 0.25% | 3,680 | -4,500 | -55.0% | -$62.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $50.91万 | 0.24% | 6,508 | -5,346 | -45.1% | -$41.82万 | 减仓 |
| TGT | TARGET CORP | $49.14万 | 0.24% | 3,762 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $48.63万 | 0.23% | 11,770 | 11,770 | — | $48.63万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.09万 | 0.23% | 1,007 | 1,007 | — | $48.09万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $47.65万 | 0.23% | 928 | -758 | -45.0% | -$38.92万 | 减仓 |
| FAST | FASTENAL CO | $47.36万 | 0.23% | 9,860 | -6,000 | -37.8% | -$28.82万 | 减仓 |
| EFX | EQUIFAX INC | $46.03万 | 0.22% | 2,900 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $46.01万 | 0.22% | 1,905 | -453 | -19.2% | -$10.94万 | 减仓 |
| WAT | WATERS CORP | $44.93万 | 0.22% | 1,198 | -1,350 | -53.0% | -$50.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.81万 | 0.22% | 600 | -700 | -53.8% | -$52.27万 | 减仓 |
| CTAS | CINTAS CORP | $44.73万 | 0.21% | 2,630 | -500 | -16.0% | -$8.50万 | 减仓 |
| LLY | ELI LILLY & CO | $44.38万 | 0.21% | 370 | -341 | -48.0% | -$40.90万 | 减仓 |
| IJH | ISHARES TR | $44.15万 | 0.21% | 5,725 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.68万 | 0.21% | 621 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $43.60万 | 0.21% | 466 | -250 | -34.9% | -$23.39万 | 减仓 |
| MMM | 3M CO | $42.76万 | 0.21% | 2,641 | -438 | -14.2% | -$7.09万 | 减仓 |
| VMC | VULCAN MATLS CO | $42.07万 | 0.20% | 1,426 | -450 | -24.0% | -$13.28万 | 减仓 |
| EBAY | EBAY INC. | $42.06万 | 0.20% | 3,764 | -5,204 | -58.0% | -$58.15万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $40.60万 | 0.19% | 2,436 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $40.15万 | 0.19% | 3,055 | -1,330 | -30.3% | -$17.48万 | 减仓 |
| SO | SOUTHERN CO | $39.77万 | 0.19% | 4,155 | -4,318 | -51.0% | -$41.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $39.61万 | 0.19% | 1,171 | -640 | -35.3% | -$21.65万 | 减仓 |
| MCD | MCDONALDS CORP | $38.76万 | 0.19% | 1,434 | -900 | -38.6% | -$24.33万 | 减仓 |
| DIS | DISNEY WALT CO | $38.24万 | 0.18% | 3,973 | -3,032 | -43.3% | -$29.18万 | 减仓 |
| SLV | ISHARES SILVER TR | $36.49万 | 0.18% | 6,825 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $35.92万 | 0.17% | 1,141 | -256 | -18.3% | -$8.06万 | 减仓 |
| IJR | ISHARES TR | $35.24万 | 0.17% | 2,376 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $32.99万 | 0.16% | 3,947 | -1,887 | -32.3% | -$15.77万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.95万 | 0.16% | 7,720 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $30.83万 | 0.15% | 4,285 | -1,200 | -21.9% | -$8.63万 | 减仓 |
| DE | DEERE & CO | $30.72万 | 0.15% | 484 | -543 | -52.9% | -$34.47万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.71万 | 0.15% | 5,329 | -200 | -3.6% | -$1.15万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $30.66万 | 0.15% | 1,881 | -1,525 | -44.8% | -$24.85万 | 减仓 |
| WELL | WELLTOWER INC | $30.64万 | 0.15% | 1,350 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $29.12万 | 0.14% | 2,640 | 0 | 0.0% | — | 不变 |