13F 机构持仓

Aberdeen Wealth Management LLC

LAKE BLUFF IL · SEC CIK 0001802654

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 26.6%
VIG 7.1%
IVOV 5.1%
FNDX 3.6%
AMAT 2.5%
AAPL 2.0%
VSS 1.7%
VXUS 1.6%
BRK/B 1.5%
GOOGL 1.4%

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
HAL HALLIBURTON CO $1.02万0.00%300 300— $1.02万 新建仓
SCHV SCHWAB STRATEGIC TR $1.04万0.01%300 00.0% — 不变
OKLO OKLO INC $1.05万0.01%200 200— $1.05万 新建仓
BAX BAXTER INTL INC $1.07万0.01%500 500— $1.07万 新建仓
CBRS CEREBRAS SYSTEMS INC $1.10万0.01%50 50— $1.10万 新建仓
FIS FIDELITY NATL INFORMATION SV $1.14万0.01%292 292— $1.14万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $1.15万0.01%25 25— $1.15万 新建仓
RWR SPDR SERIES TRUST $1.19万0.01%105 00.0% — 不变
DLTR DOLLAR TREE INC $1.21万0.01%100 100— $1.21万 新建仓
VBR VANGUARD INDEX FDS $1.22万0.01%50 00.0% — 不变
EEM ISHARES TR $1.23万0.01%180 00.0% — 不变
WU WESTERN UN CO $1.24万0.01%1,610 1,610— $1.24万 新建仓
COIN COINBASE GLOBAL INC $1.24万0.01%85 85— $1.24万 新建仓
ARKK ARK ETF TR $1.25万0.01%155 155— $1.25万 新建仓
SAM BOSTON BEER INC $1.33万0.01%75 75— $1.33万 新建仓
WEC WEC ENERGY GROUP INC $1.33万0.01%114 114— $1.33万 新建仓
FRT FEDERAL RLTY INVT TR NEW $1.33万0.01%108 108— $1.33万 新建仓
DOC HEALTHPEAK PROPERTIES INC $1.39万0.01%650 650— $1.39万 新建仓
ADBE ADOBE INC $1.39万0.01%68 68— $1.39万 新建仓
SCHA SCHWAB STRATEGIC TR $1.45万0.01%400 00.0% — 不变
TEX TEREX CORP NEW $1.45万0.01%200 200— $1.45万 新建仓
IEV ISHARES TR $1.46万0.01%200 -200-50.0% -$1.46万 减仓
VBK VANGUARD INDEX FDS $1.46万0.01%40 00.0% — 不变
MAR MARRIOTT INTL INC NEW $1.48万0.01%40 40— $1.48万 新建仓
BOTZ GLOBAL X FDS $1.52万0.01%400 400— $1.52万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $1.55万0.01%185 00.0% — 不变
AFL AFLAC INC $1.64万0.01%140 140— $1.64万 新建仓
ROKU ROKU INC $1.66万0.01%120 120— $1.66万 新建仓
KR KROGER CO $1.67万0.01%300 300— $1.67万 新建仓
CFFN CAPITOL FED FINL INC $1.70万0.01%2,000 2,000— $1.70万 新建仓
NZF NUVEEN MUN CR INCOME FD $1.73万0.01%1,365 1,365— $1.73万 新建仓
NTR NUTRIEN LTD $1.76万0.01%280 280— $1.76万 新建仓
SCHX SCHWAB STRATEGIC TR $1.77万0.01%600 00.0% — 不变
— DUPONT DE NEMOURS INC $1.79万0.01%132 132— $1.79万 新建仓
PM PHILIP MORRIS INTL INC $1.81万0.01%100 100— $1.81万 新建仓
PSX PHILLIPS 66 $1.83万0.01%108 108— $1.83万 新建仓
B BARRICK MNG CORP $1.84万0.01%500 500— $1.84万 新建仓
MGA MAGNA INTL INC $1.84万0.01%280 280— $1.84万 新建仓
VRT VERTIV HOLDINGS CO $1.84万0.01%55 55— $1.84万 新建仓
ARKG ARK ETF TR $1.85万0.01%440 440— $1.85万 新建仓
O REALTY INCOME CORP $1.86万0.01%300 300— $1.86万 新建仓
ACN ACCENTURE PLC IRELAND $1.87万0.01%150 150— $1.87万 新建仓
CX CEMEX SA EURO MTN BE 144A $1.88万0.01%1,568 1,568— $1.88万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $1.89万0.01%65 65— $1.89万 新建仓
VTRS VIATRIS INC $1.94万0.01%1,220 1,220— $1.94万 新建仓
ZS ZSCALER INC $1.98万0.01%140 140— $1.98万 新建仓
OMC OMNICOM GROUP INC $2.00万0.01%274 274— $2.00万 新建仓
SCHG SCHWAB STRATEGIC TR $2.03万0.01%600 00.0% — 不变
WY WEYERHAEUSER CO $2.03万0.01%850 850— $2.03万 新建仓
EWZ ISHARES INC $2.07万0.01%600 -400-40.0% -$1.38万 减仓
ZM ZOOM COMMUNICATIONS INC $2.07万0.01%240 240— $2.07万 新建仓
BHP BHP BILLITON LIMITED $2.08万0.01%250 250— $2.08万 新建仓
GSK GSK PLC $2.10万0.01%400 400— $2.10万 新建仓
C CITIGROUP INC $2.10万0.01%150 150— $2.10万 新建仓
CTVA CORTEVA INC $2.14万0.01%253 253— $2.14万 新建仓
BLOK AMPLIFY ETF TR $2.19万0.01%350 350— $2.19万 新建仓
WAB WABTEC $2.21万0.01%82 82— $2.21万 新建仓
VEA VANGUARD TAX-MANAGED FDS $2.22万0.01%311 311— $2.22万 新建仓
MICC MAGNUM ICE CREAM CO NV $2.22万0.01%1,278 1,278— $2.22万 新建仓
PCAR PACCAR INC $2.25万0.01%187 187— $2.25万 新建仓
ARTY ISHARES TR $2.28万0.01%300 300— $2.28万 新建仓
GM GENERAL MTRS CO $2.33万0.01%302 302— $2.33万 新建仓
CBOE CBOE GLOBAL MKTS INC $2.43万0.01%100 -1,000-90.9% -$24.27万 减仓
NEM NEWMONT CORP $2.43万0.01%260 260— $2.43万 新建仓
CRWD CROWDSTRIKE HLDGS INC $2.52万0.01%33 33— $2.52万 新建仓
ABM ABM INDS INC $2.54万0.01%575 575— $2.54万 新建仓
CNQ CANADIAN NAT RES LTD MED TER $2.57万0.01%650 650— $2.57万 新建仓
ED CONSOLIDATED EDISON INC $2.66万0.01%240 240— $2.66万 新建仓
KSS KOHLS CORP $2.66万0.01%1,500 1,500— $2.66万 新建仓
IP INTERNATIONAL PAPER CO $2.67万0.01%700 700— $2.67万 新建仓
ALC ALCON AG $2.72万0.01%406 406— $2.72万 新建仓
— INVESCO ADVANTAGE MUN INCOME $2.80万0.01%2,950 2,950— $2.80万 新建仓
HPQ HP INC $2.92万0.01%1,330 1,330— $2.92万 新建仓
HOG HARLEY DAVIDSON INC $2.94万0.01%1,200 1,200— $2.94万 新建仓
MRVL MARVELL TECHNOLOGY INC $2.98万0.01%100 100— $2.98万 新建仓
VSAT VIASAT INC $2.99万0.01%333 333— $2.99万 新建仓
— INVESCO TR INVT GRADE MUNS $3.02万0.01%2,850 2,850— $3.02万 新建仓
BND VANGUARD BD INDEX FDS $3.06万0.01%417 417— $3.06万 新建仓
UNH UNITEDHEALTH GROUP INC $3.12万0.01%75 75— $3.12万 新建仓
FTS FORTIS INC $3.12万0.01%545 545— $3.12万 新建仓
TS TENARIS S A $3.14万0.02%565 565— $3.14万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $3.19万0.02%360 360— $3.19万 新建仓
OVV OVINTIV INC $3.20万0.02%608 608— $3.20万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $3.25万0.02%400 400— $3.25万 新建仓
YUMC YUM CHINA HLDGS INC $3.27万0.02%800 800— $3.27万 新建仓
CB CHUBB LIMITED $3.27万0.02%96 96— $3.27万 新建仓
SCHB SCHWAB STRATEGIC TR $3.41万0.02%1,176 -645-35.4% -$1.87万 减仓
BA BOEING CO $3.46万0.02%160 160— $3.46万 新建仓
AEE AMEREN CORP $3.49万0.02%309 309— $3.49万 新建仓
NEE NEXTERA ENERGY INC $3.51万0.02%400 400— $3.51万 新建仓
VGT VANGUARD WORLD FD $3.60万0.02%301 12571.0% $1.49万 加仓
VCEB VANGUARD WORLD FD $3.78万0.02%602 602— $3.78万 新建仓
BBY BEST BUY INC $3.79万0.02%500 500— $3.79万 新建仓
KMX CARMAX INC $3.86万0.02%730 730— $3.86万 新建仓
VSGX VANGUARD WORLD FD $3.97万0.02%482 482— $3.97万 新建仓
REGN REGENERON PHARMACEUTICALS $4.05万0.02%65 65— $4.05万 新建仓
NFLX NETFLIX INC. $4.07万0.02%570 570— $4.07万 新建仓
CMCSA COMCAST CORP NEW $4.07万0.02%1,658 1,658— $4.07万 新建仓
NKE NIKE INC $4.07万0.02%992 -5,427-84.5% -$22.28万 减仓
WFC WELLS FARGO & CO $4.13万0.02%500 500— $4.13万 新建仓