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 |
|---|---|---|---|---|---|---|---|---|
| AMTM | AMENTUM HOLDINGS INC | $17.14万 | 0.08% | 8,291 | -348 | -4.0% | -$7,193 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $17.60万 | 0.08% | 2,400 | 2,400 | — | $17.60万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $17.71万 | 0.08% | 386 | 386 | — | $17.71万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $17.82万 | 0.09% | 902 | -249 | -21.6% | -$4.92万 | 减仓 |
| IRM | IRON MTN INC DEL | $17.95万 | 0.09% | 1,421 | -1,224 | -46.3% | -$15.46万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $18.30万 | 0.09% | 2,668 | -2,200 | -45.2% | -$15.09万 | 减仓 |
| RIO | RIO TINTO PLC | $18.51万 | 0.09% | 1,950 | 1,950 | — | $18.51万 | 新建仓 |
| SHEL | SHELL PLC | $18.80万 | 0.09% | 2,425 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $18.81万 | 0.09% | 5,406 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $18.89万 | 0.09% | 250 | -100 | -28.6% | -$7.56万 | 减仓 |
| FDX | FEDEX CORP | $19.16万 | 0.09% | 612 | -812 | -57.0% | -$25.43万 | 减仓 |
| MRK | MERCK & CO INC | $19.27万 | 0.09% | 1,500 | -310 | -17.1% | -$3.98万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $19.34万 | 0.09% | 3,431 | -3,394 | -49.7% | -$19.13万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $19.88万 | 0.10% | 1,969 | 1,969 | — | $19.88万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.01万 | 0.10% | 565 | -367 | -39.4% | -$13.00万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.24万 | 0.10% | 1,735 | -175 | -9.2% | -$2.04万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.29万 | 0.10% | 2,357 | -197 | -7.7% | -$1.70万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $20.37万 | 0.10% | 1,612 | -5,628 | -77.7% | -$71.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.64万 | 0.10% | 763 | -1,300 | -63.0% | -$35.16万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.65万 | 0.10% | 2,021 | -2,409 | -54.4% | -$24.62万 | 减仓 |
| IVV | ISHARES TR | $22.47万 | 0.11% | 300 | -580 | -65.9% | -$43.44万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $22.71万 | 0.11% | 2,069 | -3,179 | -60.6% | -$34.90万 | 减仓 |
| MS | MORGAN STANLEY | $22.72万 | 0.11% | 1,087 | 1,087 | — | $22.72万 | 新建仓 |
| USB | US BANCORP | $23.15万 | 0.11% | 3,832 | -1,692 | -30.6% | -$10.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $23.36万 | 0.11% | 685 | 685 | — | $23.36万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $23.71万 | 0.11% | 4,946 | 4,946 | — | $23.71万 | 新建仓 |
| EMR | EMERSON ELEC CO | $24.15万 | 0.12% | 1,687 | -400 | -19.2% | -$5.73万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.44万 | 0.12% | 144 | -8 | -5.3% | -$1.36万 | 减仓 |
| V | VISA INC | $24.70万 | 0.12% | 720 | -606 | -45.7% | -$20.79万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.84万 | 0.12% | 1,814 | -125 | -6.4% | -$1.71万 | 重新持有 |
| ENB | ENBRIDGE INC | $25.94万 | 0.12% | 4,786 | -2,948 | -38.1% | -$15.98万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $27.63万 | 0.13% | 1,550 | -2,125 | -57.8% | -$37.88万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $27.65万 | 0.13% | 23,554 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES TR | $27.74万 | 0.13% | 1,005 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $28.11万 | 0.13% | 5,016 | -1,285 | -20.4% | -$7.20万 | 减仓 |
| ADI | ANALOG DEVICES INC | $28.58万 | 0.14% | 720 | -920 | -56.1% | -$36.52万 | 减仓 |
| PFE | PFIZER INC | $29.07万 | 0.14% | 12,072 | -1,051 | -8.0% | -$2.53万 | 减仓 |
| IWR | ISHARES TR | $29.12万 | 0.14% | 2,640 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $30.64万 | 0.15% | 1,350 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $30.66万 | 0.15% | 1,881 | -1,525 | -44.8% | -$24.85万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.71万 | 0.15% | 5,329 | -200 | -3.6% | -$1.15万 | 减仓 |
| DE | DEERE & CO | $30.72万 | 0.15% | 484 | -543 | -52.9% | -$34.47万 | 减仓 |
| MO | ALTRIA GROUP INC | $30.83万 | 0.15% | 4,285 | -1,200 | -21.9% | -$8.63万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.95万 | 0.16% | 7,720 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $32.99万 | 0.16% | 3,947 | -1,887 | -32.3% | -$15.77万 | 减仓 |
| IJR | ISHARES TR | $35.24万 | 0.17% | 2,376 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $35.92万 | 0.17% | 1,141 | -256 | -18.3% | -$8.06万 | 减仓 |
| SLV | ISHARES SILVER TR | $36.49万 | 0.18% | 6,825 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $38.24万 | 0.18% | 3,973 | -3,032 | -43.3% | -$29.18万 | 减仓 |
| MCD | MCDONALDS CORP | $38.76万 | 0.19% | 1,434 | -900 | -38.6% | -$24.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $39.61万 | 0.19% | 1,171 | -640 | -35.3% | -$21.65万 | 减仓 |
| SO | SOUTHERN CO | $39.77万 | 0.19% | 4,155 | -4,318 | -51.0% | -$41.33万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $40.15万 | 0.19% | 3,055 | -1,330 | -30.3% | -$17.48万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $40.60万 | 0.19% | 2,436 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $42.06万 | 0.20% | 3,764 | -5,204 | -58.0% | -$58.15万 | 减仓 |
| VMC | VULCAN MATLS CO | $42.07万 | 0.20% | 1,426 | -450 | -24.0% | -$13.28万 | 减仓 |
| MMM | 3M CO | $42.76万 | 0.21% | 2,641 | -438 | -14.2% | -$7.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.60万 | 0.21% | 466 | -250 | -34.9% | -$23.39万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.68万 | 0.21% | 621 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $44.15万 | 0.21% | 5,725 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.38万 | 0.21% | 370 | -341 | -48.0% | -$40.90万 | 减仓 |
| CTAS | CINTAS CORP | $44.73万 | 0.21% | 2,630 | -500 | -16.0% | -$8.50万 | 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 |
| WAT | WATERS CORP | $44.93万 | 0.22% | 1,198 | -1,350 | -53.0% | -$50.63万 | 减仓 |
| META | META PLATFORMS INC | $46.01万 | 0.22% | 1,905 | -453 | -19.2% | -$10.94万 | 减仓 |
| EFX | EQUIFAX INC | $46.03万 | 0.22% | 2,900 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $47.36万 | 0.23% | 9,860 | -6,000 | -37.8% | -$28.82万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.65万 | 0.23% | 928 | -758 | -45.0% | -$38.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.09万 | 0.23% | 1,007 | 1,007 | — | $48.09万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $48.63万 | 0.23% | 11,770 | 11,770 | — | $48.63万 | 新建仓 |
| TGT | TARGET CORP | $49.14万 | 0.24% | 3,762 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $50.91万 | 0.24% | 6,508 | -5,346 | -45.1% | -$41.82万 | 减仓 |
| INTC | INTEL CORP | $51.38万 | 0.25% | 3,680 | -4,500 | -55.0% | -$62.83万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.22万 | 0.25% | 1,857 | -1,002 | -35.0% | -$28.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $53.69万 | 0.26% | 3,239 | -653 | -16.8% | -$10.82万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $54.71万 | 0.26% | 5,089 | -2,840 | -35.8% | -$30.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.25万 | 0.27% | 6,000 | -1,500 | -20.0% | -$13.81万 | 减仓 |
| EFA | ISHARES TR | $55.34万 | 0.27% | 5,327 | -690 | -11.5% | -$7.17万 | 减仓 |
| AMGN | AMGEN INC | $55.84万 | 0.27% | 1,542 | -2,807 | -64.5% | -$101.65万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.43万 | 0.30% | 4,563 | -495 | -9.8% | -$6.77万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.41万 | 0.32% | 4,266 | -198 | -4.4% | -$3.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $69.85万 | 0.34% | 12,258 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $71.45万 | 0.34% | 1,230 | -200 | -14.0% | -$11.62万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $73.72万 | 0.35% | 5,300 | -180 | -3.3% | -$2.50万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $74.59万 | 0.36% | 2,371 | -625 | -20.9% | -$19.66万 | 减仓 |
| AMZN | AMAZON COM INC | $75.77万 | 0.36% | 3,179 | -1,625 | -33.8% | -$38.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $76.70万 | 0.37% | 5,230 | -2,451 | -31.9% | -$35.94万 | 减仓 |
| RTX | RTX CORPORATION | $76.71万 | 0.37% | 4,043 | -2,450 | -37.7% | -$46.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $77.06万 | 0.37% | 14,510 | -5,400 | -27.1% | -$28.68万 | 减仓 |
| CI | THE CIGNA GROUP | $77.59万 | 0.37% | 2,815 | -890 | -24.0% | -$24.53万 | 减仓 |
| WM | WASTE MGMT INC DEL | $78.23万 | 0.38% | 3,510 | -290 | -7.6% | -$6.46万 | 减仓 |
| GEV | GE VERNOVA INC | $78.83万 | 0.38% | 671 | -65 | -8.8% | -$7.64万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $79.74万 | 0.38% | 5,026 | -2,095 | -29.4% | -$33.24万 | 减仓 |
| VO | VANGUARD INDEX FDS | $81.21万 | 0.39% | 10,079 | -381 | -3.6% | -$3.07万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $84.30万 | 0.40% | 9,291 | -2,375 | -20.4% | -$21.55万 | 减仓 |
| SNPS | SYNOPSYS INC | $84.75万 | 0.41% | 1,900 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $90.39万 | 0.43% | 7,695 | -6,067 | -44.1% | -$71.26万 | 减仓 |
| PEP | PEPSICO INC | $90.68万 | 0.44% | 6,697 | -1,256 | -15.8% | -$17.01万 | 减仓 |
| GE | GE AEROSPACE | $92.24万 | 0.44% | 2,468 | -264 | -9.7% | -$9.87万 | 减仓 |
| NVS | NOVARTIS AG | $94.74万 | 0.45% | 6,045 | 6,045 | — | $94.74万 | 新建仓 |