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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $100.64万 | 0.48% | 12,384 | -4,529 | -26.8% | -$36.81万 | 减仓 |
| WMT | WALMART INC | $100.74万 | 0.48% | 8,895 | -7,740 | -46.5% | -$87.66万 | 减仓 |
| IAU | ISHARES GOLD TR | $102.78万 | 0.49% | 13,612 | -1,100 | -7.5% | -$8.31万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $103.09万 | 0.49% | 8,182 | -1,600 | -16.4% | -$20.16万 | 减仓 |
| CSX | CSX CORP | $103.62万 | 0.50% | 21,800 | -3,000 | -12.1% | -$14.26万 | 减仓 |
| TXN | TEXAS INSTRS INC | $103.73万 | 0.50% | 3,480 | -700 | -16.7% | -$20.86万 | 减仓 |
| LOW | LOWES COS INC | $106.72万 | 0.51% | 4,840 | -1,079 | -18.2% | -$23.79万 | 减仓 |
| UNP | UNION PAC CORP | $122.89万 | 0.59% | 4,518 | -500 | -10.0% | -$13.60万 | 减仓 |
| EEMV | ISHARES INC | $127.76万 | 0.61% | 16,971 | 143 | 0.8% | $1.08万 | 加仓 |
| GOOG | ALPHABET INC | $135.80万 | 0.65% | 3,844 | -1,257 | -24.6% | -$44.41万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $137.59万 | 0.66% | 1,192 | -400 | -25.1% | -$46.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $137.80万 | 0.66% | 15,031 | -4,160 | -21.7% | -$38.14万 | 减仓 |
| VHT | VANGUARD WORLD FD | $140.98万 | 0.68% | 4,715 | -149 | -3.1% | -$4.46万 | 减仓 |
| HD | HOME DEPOT INC | $141.33万 | 0.68% | 4,007 | -2,920 | -42.2% | -$102.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $145.30万 | 0.70% | 4,439 | -10,523 | -70.3% | -$344.45万 | 减仓 |
| — | EXXON MOBIL CORP | $154.30万 | 0.74% | 11,286 | -1,887 | -14.3% | -$25.80万 | 减仓 |
| CAT | CATERPILLAR INC | $156.58万 | 0.75% | 1,470 | -683 | -31.7% | -$72.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $168.77万 | 0.81% | 5,568 | -967 | -14.8% | -$29.31万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $194.36万 | 0.93% | 8,679 | -2,564 | -22.8% | -$57.42万 | 减仓 |
| SDY | SPDR SERIES TRUST | $194.97万 | 0.94% | 12,812 | -1,612 | -11.2% | -$24.53万 | 减仓 |
| GLD | SPDR GOLD TR | $202.68万 | 0.97% | 5,502 | -1,490 | -21.3% | -$54.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $215.53万 | 1.03% | 8,486 | -2,763 | -24.6% | -$70.17万 | 减仓 |
| DVY | ISHARES TR | $222.88万 | 1.07% | 14,260 | -155 | -1.1% | -$2.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $223.19万 | 1.07% | 5,983 | -5,187 | -46.4% | -$193.50万 | 减仓 |
| ABBV | ABBVIE INC | $233.42万 | 1.12% | 9,276 | -2,352 | -20.2% | -$59.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $278.33万 | 1.34% | 13,910 | -4,070 | -22.6% | -$81.44万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $284.62万 | 1.37% | 57,176 | -6,235 | -9.8% | -$31.04万 | 减仓 |
| GOOGL | ALPHABET INC | $299.01万 | 1.44% | 8,367 | -5,845 | -41.1% | -$208.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $308.30万 | 1.48% | 6,216 | -2,744 | -30.6% | -$136.10万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $332.83万 | 1.60% | 38,932 | 36 | 0.1% | $3,078 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $356.95万 | 1.71% | 23,136 | -1,009 | -4.2% | -$15.57万 | 减仓 |
| AAPL | APPLE INC | $420.36万 | 2.02% | 14,527 | -7,994 | -35.5% | -$231.32万 | 减仓 |
| AMAT | APPLIED MATLS INC | $514.05万 | 2.47% | 7,110 | -3,405 | -32.4% | -$246.18万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $748.00万 | 3.59% | 240,514 | 48,905 | 25.5% | $152.09万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,057.08万 | 5.07% | 92,669 | -25,253 | -21.4% | -$288.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,489.57万 | 7.15% | 62,952 | 4,535 | 7.8% | $107.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,531.94万 | 26.55% | 149,495 | -3,472 | -2.3% | -$128.48万 | 减仓 |