Aberdeen Wealth Management LLC
LAKE BLUFF IL · SEC CIK 0001802654
$2.19亿2026Q1 申报市值
179持仓数
48.0%前十大占比 · 第一大 22.4%
7 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VIG 加仓+$240.95万
FNDX 加仓+$199.04万
BRK/B 加仓+$45.52万
IWR 新建仓+$25.67万
SHEL 新建仓+$22.55万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$55.31万
DOV 清仓-$21.96万
VUSB 重新持有-$20.26万
MSFT 减仓-$9.25万
AMAT 减仓-$7.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -1,125 | -100.0% | -$21.96万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $4,183 | 0.00% | 7 | -17 | -70.8% | -$1.02万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,950 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $9,150 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.02万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $1.06万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1.09万 | 0.00% | 50 | 50 | — | $1.09万 | 新建仓 |
| IYE | ISHARES TR | $1.13万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1.16万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.21万 | 0.01% | 40 | 40 | — | $1.21万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.39万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $1.53万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.54万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $1.54万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $1.59万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $1.75万 | 0.01% | 600 | -55 | -8.4% | -$1,602 | 减仓 |
| IBB | ISHARES TR | $2.03万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $2.72万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $3.84万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $4.27万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $4.57万 | 0.02% | 1,821 | 35 | 2.0% | $878 | 加仓 |
| VFH | VANGUARD WORLD FD | $4.83万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $6.98万 | 0.03% | 787 | 1 | 0.1% | $89 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.38万 | 0.05% | 1,921 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $12.90万 | 0.06% | 520 | -193 | -27.1% | -$4.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $13.73万 | 0.06% | 700 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $14.92万 | 0.07% | 350 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $20.12万 | 0.09% | 5,406 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $20.65万 | 0.09% | 2,250 | -200 | -8.2% | -$1.84万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.83万 | 0.09% | 1,591 | 1,591 | — | $20.83万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $21.21万 | 0.10% | 1,151 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $21.54万 | 0.10% | 2,943 | 2,943 | — | $21.54万 | 新建仓 |
| MRK | MERCK & CO INC | $21.78万 | 0.10% | 1,810 | 1,810 | — | $21.78万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $22.53万 | 0.10% | 8,639 | -4 | -0.0% | -$104 | 减仓 |
| SHEL | SHELL PLC | $22.55万 | 0.10% | 2,425 | 2,425 | — | $22.55万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.01万 | 0.10% | 7,500 | -116 | -1.5% | -$3,559 | 减仓 |
| KLAC | KLA CORP | $23.01万 | 0.10% | 156 | -13 | -7.7% | -$1.92万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $23.09万 | 0.11% | 2,554 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES TR | $24.26万 | 0.11% | 1,005 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.04万 | 0.11% | 862 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $25.43万 | 0.12% | 3,299 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $25.67万 | 0.12% | 2,640 | 2,640 | — | $25.67万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.69万 | 0.12% | 5,118 | -100 | -1.9% | -$5,020 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $25.98万 | 0.12% | 5,200 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $26.28万 | 0.12% | 152 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $26.45万 | 0.12% | 23,554 | 0 | 0.0% | — | 重新持有 |
| WELL | WELLTOWER INC | $26.69万 | 0.12% | 1,350 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $27.02万 | 0.12% | 2,645 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $27.34万 | 0.12% | 2,087 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $27.53万 | 0.13% | 1,303 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $27.90万 | 0.13% | 462 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.94万 | 0.13% | 1,910 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $28.73万 | 0.13% | 5,524 | 5 | 0.1% | $260 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.09万 | 0.13% | 1,430 | -241 | -14.4% | -$4.90万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $29.10万 | 0.13% | 6,433 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $29.35万 | 0.13% | 4,868 | -33 | -0.7% | -$1,990 | 减仓 |
| IJR | ISHARES TR | $29.54万 | 0.13% | 2,376 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $30.29万 | 0.14% | 350 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $30.92万 | 0.14% | 1,100 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $31.42万 | 0.14% | 4,220 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $31.71万 | 0.14% | 6,825 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $31.98万 | 0.15% | 932 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $32.59万 | 0.15% | 1,442 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $32.62万 | 0.15% | 5,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.16万 | 0.15% | 2,512 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.53万 | 0.15% | 5,529 | -50 | -0.9% | -$3,033 | 减仓 |
| NKE | NIKE INC | $33.91万 | 0.15% | 6,419 | 1 | 0.0% | $53 | 加仓 |
| T | AT&T INC | $34.10万 | 0.16% | 11,763 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $34.61万 | 0.16% | 6,301 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $34.87万 | 0.16% | 2,370 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $36.07万 | 0.16% | 3,909 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.10万 | 0.16% | 8,180 | -100 | -1.2% | -$4,413 | 减仓 |
| MO | ALTRIA GROUP INC | $36.20万 | 0.16% | 5,485 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $36.85万 | 0.17% | 13,123 | 2 | 0.0% | $56 | 加仓 |
| ZTS | ZOETIS INC | $38.12万 | 0.17% | 3,225 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $38.30万 | 0.17% | 621 | -80 | -11.4% | -$4.93万 | 减仓 |
| IJH | ISHARES TR | $38.66万 | 0.18% | 5,725 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $39.68万 | 0.18% | 4,430 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $40.09万 | 0.18% | 1,326 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $40.93万 | 0.19% | 4,355 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $41.61万 | 0.19% | 5,834 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $41.87万 | 0.19% | 7,734 | -101 | -1.3% | -$5,468 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $42.25万 | 0.19% | 2,436 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $44.71万 | 0.20% | 3,079 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $44.96万 | 0.20% | 1,431 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $45.60万 | 0.21% | 3,762 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $45.90万 | 0.21% | 1,397 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $46.51万 | 0.21% | 6,825 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $48.44万 | 0.22% | 7,720 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $48.78万 | 0.22% | 3,406 | -50 | -1.4% | -$7,161 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $50.63万 | 0.23% | 5,248 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $50.72万 | 0.23% | 1,424 | -100 | -6.6% | -$3.56万 | 减仓 |
| VMC | VULCAN MATLS CO | $51.08万 | 0.23% | 1,876 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $51.86万 | 0.24% | 923 | -35 | -3.7% | -$1.97万 | 减仓 |
| ADI | ANALOG DEVICES INC | $52.16万 | 0.24% | 1,640 | 1 | 0.1% | $318 | 加仓 |