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
B BARRICK MNG CORP $1.84万0.01%500 500— $1.84万 新建仓
PSX PHILLIPS 66 $1.83万0.01%108 108— $1.83万 新建仓
PM PHILIP MORRIS INTL INC $1.81万0.01%100 100— $1.81万 新建仓
— DUPONT DE NEMOURS INC $1.79万0.01%132 132— $1.79万 新建仓
SCHX SCHWAB STRATEGIC TR $1.77万0.01%600 00.0% — 不变
NTR NUTRIEN LTD $1.76万0.01%280 280— $1.76万 新建仓
NZF NUVEEN MUN CR INCOME FD $1.73万0.01%1,365 1,365— $1.73万 新建仓
CFFN CAPITOL FED FINL INC $1.70万0.01%2,000 2,000— $1.70万 新建仓
KR KROGER CO $1.67万0.01%300 300— $1.67万 新建仓
ROKU ROKU INC $1.66万0.01%120 120— $1.66万 新建仓
AFL AFLAC INC $1.64万0.01%140 140— $1.64万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $1.55万0.01%185 00.0% — 不变
BOTZ GLOBAL X FDS $1.52万0.01%400 400— $1.52万 新建仓
MAR MARRIOTT INTL INC NEW $1.48万0.01%40 40— $1.48万 新建仓
VBK VANGUARD INDEX FDS $1.46万0.01%40 00.0% — 不变
IEV ISHARES TR $1.46万0.01%200 -200-50.0% -$1.46万 减仓
TEX TEREX CORP NEW $1.45万0.01%200 200— $1.45万 新建仓
SCHA SCHWAB STRATEGIC TR $1.45万0.01%400 00.0% — 不变
ADBE ADOBE INC $1.39万0.01%68 68— $1.39万 新建仓
DOC HEALTHPEAK PROPERTIES INC $1.39万0.01%650 650— $1.39万 新建仓
FRT FEDERAL RLTY INVT TR NEW $1.33万0.01%108 108— $1.33万 新建仓
WEC WEC ENERGY GROUP INC $1.33万0.01%114 114— $1.33万 新建仓
SAM BOSTON BEER INC $1.33万0.01%75 75— $1.33万 新建仓
ARKK ARK ETF TR $1.25万0.01%155 155— $1.25万 新建仓
COIN COINBASE GLOBAL INC $1.24万0.01%85 85— $1.24万 新建仓
WU WESTERN UN CO $1.24万0.01%1,610 1,610— $1.24万 新建仓
EEM ISHARES TR $1.23万0.01%180 00.0% — 不变
VBR VANGUARD INDEX FDS $1.22万0.01%50 00.0% — 不变
DLTR DOLLAR TREE INC $1.21万0.01%100 100— $1.21万 新建仓
RWR SPDR SERIES TRUST $1.19万0.01%105 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $1.15万0.01%25 25— $1.15万 新建仓
FIS FIDELITY NATL INFORMATION SV $1.14万0.01%292 292— $1.14万 新建仓
CBRS CEREBRAS SYSTEMS INC $1.10万0.01%50 50— $1.10万 新建仓
BAX BAXTER INTL INC $1.07万0.01%500 500— $1.07万 新建仓
OKLO OKLO INC $1.05万0.01%200 200— $1.05万 新建仓
SCHV SCHWAB STRATEGIC TR $1.04万0.01%300 00.0% — 不变
HAL HALLIBURTON CO $1.02万0.00%300 300— $1.02万 新建仓
FISV FISERV INC $9,8100.00%200 200— $9,810 新建仓
— PROSHARES TR $9,7040.00%100 100— $9,704 新建仓
IQV IQVIA HLDGS INC $9,6610.00%50 50— $9,661 新建仓
UFOX ETF SER SOLUTIONS $9,5040.00%100 100— $9,504 新建仓
ARKF ARK ETF TR $9,0760.00%230 230— $9,076 新建仓
— PROSHARES TR $8,4300.00%200 200— $8,430 新建仓
VOD VODAFONE GROUP PLC $8,3580.00%632 632— $8,358 新建仓
NOK NOKIA CORP $7,9680.00%600 600— $7,968 新建仓
LAMR LAMAR ADVERTISING CO $7,7990.00%50 50— $7,799 新建仓
NTAP NETAPP INC $7,7380.00%50 50— $7,738 新建仓
ADM ARCHER DANIELS MIDLAND CO $7,6400.00%100 100— $7,640 新建仓
PATH UIPATH INC $7,6090.00%700 700— $7,609 新建仓
EPR EPR PPTYS $7,5420.00%130 130— $7,542 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $7,2960.00%80 80— $7,296 新建仓
F FORD MTR CO $6,9500.00%500 500— $6,950 新建仓
KDP KEURIG DR PEPPER INC $6,6770.00%204 204— $6,677 新建仓
IT GARTNER INC $6,3510.00%49 49— $6,351 新建仓
NVAX NOVAVAX INC $6,2170.00%660 660— $6,217 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $6,1970.00%160 160— $6,197 新建仓
— PALLADYNE AI CORP $5,8730.00%966 966— $5,873 新建仓
EWJ ISHARES INC $5,6890.00%61 61— $5,689 新建仓
IYE ISHARES TR $5,6590.00%100 -75-42.9% -$4,244 减仓
SSRM SSR MINING IN $5,6560.00%200 200— $5,656 新建仓
SCHF SCHWAB STRATEGIC TR $5,5400.00%200 00.0% — 不变
— AVANOS MED INC $5,4240.00%218 218— $5,424 新建仓
TFSL TFS FINL CORP $5,3160.00%300 300— $5,316 新建仓
WTFC WINTRUST FINL CORP $5,2260.00%33 33— $5,226 新建仓
SOBO SOUTH BOW CORP $5,1100.00%145 145— $5,110 新建仓
— SIREN ETF TR $5,0740.00%200 200— $5,074 新建仓
TXRH TEXAS ROADHOUSE INC $4,8310.00%25 25— $4,831 新建仓
HLN HALEON PLC $4,6650.00%500 500— $4,665 新建仓
RIOT RIOT PLATFORMS INC $4,6550.00%170 170— $4,655 新建仓
VTR VENTAS INC $4,4400.00%50 50— $4,440 新建仓
DOW DOW HLDGS INC $4,2960.00%157 157— $4,296 新建仓
ONDS ONDAS INC $4,1200.00%500 500— $4,120 新建仓
KD KYNDRYL HLDGS INC $4,0720.00%360 360— $4,072 新建仓
U UNITY SOFTWARE INC $4,0010.00%140 140— $4,001 新建仓
VTWV VANGUARD SCOTTSDALE FDS $3,9090.00%20 20— $3,909 新建仓
IBB ISHARES TR $3,8040.00%20 -100-83.3% -$1.90万 减仓
CNI CANADIAN NATL RY CO $3,5770.00%30 30— $3,577 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $3,5640.00%45 45— $3,564 新建仓
KHC KRAFT HEINZ CO $3,5430.00%150 150— $3,543 新建仓
GIL GILDAN ACTIVEWEAR INC $3,5090.00%68 68— $3,509 新建仓
AOR ISHARES TR $3,4750.00%50 50— $3,475 新建仓
PHO INVESCO EXCHANGE TRADED FD T $3,4540.00%50 50— $3,454 新建仓
— TEVA PHARMACEUTICAL INDS LTD $3,3880.00%100 100— $3,388 新建仓
MARA MARA HOLDINGS INC $3,1250.00%225 225— $3,125 新建仓
CRON CRONOS GROUP INC $2,7800.00%1,000 1,000— $2,780 新建仓
PII POLARIS INC $2,7380.00%40 40— $2,738 新建仓
AI C3 AI INC $2,7270.00%300 300— $2,727 新建仓
VSNT VERSANT MEDIA GROUP INC $2,3400.00%65 65— $2,340 新建仓
CMP COMPASS MINERALS INTL INC $2,3350.00%75 75— $2,335 新建仓
— REX ETF TR $2,2520.00%100 100— $2,252 新建仓
TMUS T-MOBILE US INC $2,1800.00%13 13— $2,180 新建仓
ILCV ISHARES TR $2,0250.00%20 20— $2,025 新建仓
TFC TRUIST FINL CORP $1,9930.00%40 40— $1,993 新建仓
NVT NVENT ELEC PLC $1,8660.00%11 11— $1,866 新建仓
APLD APPLIED DIGITAL CORP $1,8650.00%50 50— $1,865 新建仓
TTD THE TRADE DESK INC $1,8080.00%100 100— $1,808 新建仓
WDS WOODSIDE ENERGY GROUP LTD $1,7390.00%90 90— $1,739 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $1,6470.00%30 30— $1,647 新建仓
APA APA CORPORATION $1,6290.00%50 50— $1,629 新建仓
IONQ IONQ INC $1,3320.00%25 25— $1,332 新建仓