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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $4,907.33万 | 22.37% | 152,967 | -1,724 | -1.1% | -$55.31万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,256.32万 | 5.73% | 58,417 | 11,204 | 23.7% | $240.95万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $1,202.22万 | 5.48% | 117,922 | -681 | -0.6% | -$6.94万 | 减仓 |
| AAPL | APPLE INC | $571.57万 | 2.60% | 22,521 | -50 | -0.2% | -$1.27万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $533.63万 | 2.43% | 191,609 | 71,469 | 59.5% | $199.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $440.12万 | 2.01% | 14,962 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $429.36万 | 1.96% | 8,960 | 950 | 11.9% | $45.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $413.49万 | 1.88% | 11,170 | -250 | -2.2% | -$9.25万 | 减仓 |
| GOOGL | ALPHABET INC | $408.68万 | 1.86% | 14,212 | -90 | -0.6% | -$2.59万 | 减仓 |
| AMAT | APPLIED MATLS INC | $359.41万 | 1.64% | 10,515 | -225 | -2.1% | -$7.69万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $352.01万 | 1.60% | 24,145 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $315.69万 | 1.44% | 63,411 | -4,070 | -6.0% | -$20.26万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $313.57万 | 1.43% | 17,980 | -145 | -0.8% | -$2.53万 | 减仓 |
| GLD | SPDR GOLD TR | $300.86万 | 1.37% | 6,992 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $299.93万 | 1.37% | 38,896 | -244 | -0.6% | -$1.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $274.96万 | 1.25% | 11,249 | -123 | -1.1% | -$3.01万 | 减仓 |
| ABBV | ABBVIE INC | $252.90万 | 1.15% | 11,628 | -50 | -0.4% | -$1.09万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $228.44万 | 1.04% | 11,243 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $227.83万 | 1.04% | 6,927 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $223.49万 | 1.02% | 13,173 | 3 | 0.0% | $509 | 加仓 |
| DVY | ISHARES TR | $218.26万 | 0.99% | 14,415 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $210.50万 | 0.96% | 14,424 | -350 | -2.4% | -$5.11万 | 减仓 |
| WMT | WALMART INC | $206.74万 | 0.94% | 16,635 | -615 | -3.6% | -$7.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $171.17万 | 0.78% | 6,535 | 554 | 9.3% | $14.51万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $163.56万 | 0.75% | 19,191 | -60 | -0.3% | -$5,114 | 减仓 |
| AMGN | AMGEN INC | $153.01万 | 0.70% | 4,349 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $152.55万 | 0.70% | 2,153 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $146.33万 | 0.67% | 5,101 | -165 | -3.1% | -$4.73万 | 减仓 |
| LOW | LOWES COS INC | $139.85万 | 0.64% | 5,919 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $132.45万 | 0.60% | 4,864 | 17 | 0.4% | $4,629 | 加仓 |
| IAU | ISHARES GOLD TR | $129.70万 | 0.59% | 14,712 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $128.62万 | 0.59% | 16,913 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $125.25万 | 0.57% | 6,493 | -100 | -1.5% | -$1.93万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $124.51万 | 0.57% | 9,782 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $123.51万 | 0.56% | 7,953 | -98 | -1.2% | -$1.52万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $121.97万 | 0.56% | 19,910 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $121.75万 | 0.55% | 5,018 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $119.78万 | 0.55% | 11,666 | -49 | -0.4% | -$5,031 | 减仓 |
| PG | PROCTER & GAMBLE CO | $110.94万 | 0.51% | 7,681 | -75 | -1.0% | -$1.08万 | 减仓 |
| EEMV | ISHARES INC | $108.93万 | 0.50% | 16,828 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $106.78万 | 0.49% | 13,762 | -24 | -0.2% | -$1,862 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $104.40万 | 0.48% | 7,121 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $102.72万 | 0.47% | 11,854 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $101.80万 | 0.46% | 24,800 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $100.91万 | 0.46% | 7,240 | 1 | 0.0% | $139 | 加仓 |
| AMZN | AMAZON COM INC | $100.05万 | 0.46% | 4,804 | -80 | -1.6% | -$1.67万 | 减仓 |
| CI | THE CIGNA GROUP | $98.84万 | 0.45% | 3,705 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $87.32万 | 0.40% | 3,800 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $85.98万 | 0.39% | 2,996 | -74 | -2.4% | -$2.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.54万 | 0.39% | 1,300 | -84 | -6.1% | -$5.46万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $84.22万 | 0.38% | 1,686 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $82.20万 | 0.37% | 5,480 | -35 | -0.6% | -$5,250 | 减仓 |
| SO | SOUTHERN CO | $81.78万 | 0.37% | 8,473 | -300 | -3.4% | -$2.90万 | 减仓 |
| EBAY | EBAY INC. | $81.62万 | 0.37% | 8,968 | -475 | -5.0% | -$4.32万 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.15万 | 0.37% | 4,180 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $80.53万 | 0.37% | 3,892 | -50 | -1.3% | -$1.03万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $78.00万 | 0.36% | 7,929 | -32 | -0.4% | -$3,148 | 减仓 |
| GE | GE AEROSPACE | $77.53万 | 0.35% | 2,732 | -89 | -3.2% | -$2.53万 | 减仓 |
| WAT | WATERS CORP | $75.88万 | 0.35% | 2,548 | 51 | 2.0% | $1.52万 | 加仓 |
| SNPS | SYNOPSYS INC | $75.33万 | 0.34% | 1,900 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $75.10万 | 0.34% | 2,615 | 283 | 12.1% | $8.13万 | 加仓 |
| FAST | FASTENAL CO | $73.59万 | 0.34% | 15,860 | -1,567 | -9.0% | -$7.27万 | 减仓 |
| MCD | MCDONALDS CORP | $72.54万 | 0.33% | 2,334 | -50 | -2.1% | -$1.55万 | 减仓 |
| META | META PLATFORMS INC | $72.34万 | 0.33% | 2,358 | -28 | -1.2% | -$8,589 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.35万 | 0.33% | 716 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $69.30万 | 0.32% | 2,859 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $69.23万 | 0.32% | 7,500 | -104 | -1.4% | -$9,600 | 减仓 |
| DIS | DISNEY WALT CO | $67.51万 | 0.31% | 7,005 | -69 | -1.0% | -$6,650 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $66.30万 | 0.30% | 5,058 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $66.11万 | 0.30% | 4,464 | 2 | 0.0% | $296 | 加仓 |
| LLY | ELI LILLY & CO | $65.40万 | 0.30% | 711 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $64.88万 | 0.30% | 18,463 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $64.25万 | 0.29% | 736 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $62.64万 | 0.29% | 4,385 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $61.98万 | 0.28% | 147 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $59.76万 | 0.27% | 12,258 | -385 | -3.0% | -$1.88万 | 减仓 |
| EFA | ISHARES TR | $58.44万 | 0.27% | 6,017 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $57.86万 | 0.26% | 1,027 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $57.51万 | 0.26% | 1,160 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $57.48万 | 0.26% | 880 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $54.78万 | 0.25% | 1,811 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $53.78万 | 0.25% | 1,592 | 22 | 1.4% | $7,432 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $53.71万 | 0.24% | 2,063 | -50 | -2.4% | -$1.30万 | 减仓 |
| CTAS | CINTAS CORP | $52.94万 | 0.24% | 3,130 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $52.22万 | 0.24% | 2,900 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $52.16万 | 0.24% | 1,640 | 1 | 0.1% | $318 | 加仓 |
| IDXX | IDEXX LABS INC | $51.86万 | 0.24% | 923 | -35 | -3.7% | -$1.97万 | 减仓 |
| VMC | VULCAN MATLS CO | $51.08万 | 0.23% | 1,876 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $50.72万 | 0.23% | 1,424 | -100 | -6.6% | -$3.56万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $50.63万 | 0.23% | 5,248 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $48.78万 | 0.22% | 3,406 | -50 | -1.4% | -$7,161 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $48.44万 | 0.22% | 7,720 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $46.51万 | 0.21% | 6,825 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $45.90万 | 0.21% | 1,397 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $45.60万 | 0.21% | 3,762 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $44.96万 | 0.20% | 1,431 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $44.71万 | 0.20% | 3,079 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $42.25万 | 0.19% | 2,436 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $41.87万 | 0.19% | 7,734 | -101 | -1.3% | -$5,468 | 减仓 |
| SYY | SYSCO CORP | $41.61万 | 0.19% | 5,834 | 0 | 0.0% | — | 不变 |