Aberdeen Wealth Management LLC 13F 持仓 · 2026年Q2
Aberdeen Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 427 只证券,申报市值合计 2.08 亿美元。前几大持仓:VTI(26.55%)、VIG(7.15%)、IVOV(5.07%)。本季前 25 大持仓中:增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $55.3M | 26.55% | 149,495 | 减持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $14.9M | 7.15% | 62,952 | 增持 |
| 3 | IVOV | VANGUARD ADMIRAL FDS INC | $10.6M | 5.07% | 92,669 | 减持 |
| 4 | FNDX | SCHWAB STRATEGIC TR | $7.5M | 3.59% | 240,514 | 增持 |
| 5 | AMAT | APPLIED MATLS INC | $5.1M | 2.47% | 7,110 | 减持 |
| 6 | AAPL | APPLE INC | $4.2M | 2.02% | 14,527 | 减持 |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.71% | 23,136 | 减持 |
| 8 | VXUS | VANGUARD STAR FDS | $3.3M | 1.60% | 38,932 | 增持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.48% | 6,216 | 减持 |
| 10 | GOOGL | ALPHABET INC | $3.0M | 1.44% | 8,367 | 减持 |
| 11 | VUSB | VANGUARD BD INDEX FDS | $2.8M | 1.37% | 57,176 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $2.8M | 1.34% | 13,910 | 减持 |
| 13 | ABBV | ABBVIE INC | $2.3M | 1.12% | 9,276 | 减持 |
| 14 | DVY | ISHARES TR | $2.2M | 1.07% | 14,260 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $2.2M | 1.07% | 5,983 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $2.2M | 1.03% | 8,486 | 减持 |
| 17 | GLD | SPDR GOLD TR | $2.0M | 0.97% | 5,502 | 减持 |
| 18 | SDY | SPDR SERIES TRUST | $1.9M | 0.94% | 12,812 | 减持 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $1.9M | 0.93% | 8,679 | 减持 |
| 20 | VB | VANGUARD INDEX FDS | $1.7M | 0.81% | 5,568 | 减持 |
| 21 | CAT | CATERPILLAR INC | $1.6M | 0.75% | 1,470 | 减持 |
| 22 | XOM | EXXON MOBIL CORP | $1.5M | 0.74% | 11,286 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.5M | 0.70% | 4,439 | 减持 |
| 24 | HD | HOME DEPOT INC | $1.4M | 0.68% | 4,007 | 减持 |
| 25 | VHT | VANGUARD WORLD FD | $1.4M | 0.68% | 4,715 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR