13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$214.55亿2026Q2 申报市值
2,654持仓数
21.2%前十大占比 · 第一大 3.6%
210 / 178新建仓 / 清仓
申报市值走势$214.55亿2026Q2
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

NVDA 3.6%
AAPL 3.5%
MSFT 2.4%
VNLA 2.0%
AMZN 1.9%
IVV 1.8%
SPYG 1.6%
GOOGL 1.6%
AVGO 1.4%
MU 1.4%

2026Q2 买入最多 按季末市值估算

SIXD 加仓+$1.54亿
MAYW 加仓+$1.29亿
SPYM 加仓+$1.04亿
MAYT 加仓+$1.03亿
JUNW 加仓+$9,341.57万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$1.70亿
AIM ETF PRODUCTS 减仓-$1.40亿
AIM ETF PRODUCTS 减仓-$1.37亿
OCTW 减仓-$8,993.76万
AIM ETF PRODUCTS 减仓-$7,211.27万

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
NVDA NVIDIA CORPORATION $7.70亿3.59%3,849,032 244,6196.8% $4,894.58万 加仓
AAPL APPLE INC $7.42亿3.46%2,564,770 146,3966.1% $4,236.11万 加仓
MSFT MICROSOFT CORP $5.10亿2.38%1,366,663 82,3326.4% $3,071.15万 加仓
VNLA JANUS DETROIT STR TR $4.33亿2.02%8,870,794 956,35112.1% $4,673.21万 加仓
AMZN AMAZON COM INC $4.10亿1.91%1,721,249 124,6237.8% $2,970.26万 加仓
IVV ISHARES TR $3.88亿1.81%517,659 -17,981-3.4% -$1,346.58万 减仓
SPYG SPDR SERIES TRUST $3.53亿1.65%2,969,896 -99,142-3.2% -$1,179.69万 减仓
GOOGL ALPHABET INC $3.45亿1.61%966,358 91,96410.5% $3,286.54万 加仓
AVGO BROADCOM INC $2.98亿1.39%787,667 63,0598.7% $2,382.05万 加仓
MU MICRON TECHNOLOGY INC $2.93亿1.37%254,095 -22,437-8.1% -$2,589.90万 减仓
AVIG AMERICAN CENTY ETF TR $2.70亿1.26%6,527,797 -7,204-0.1% -$29.83万 减仓
SPYM SPDR SERIES TRUST $2.66亿1.24%3,027,799 1,180,42863.9% $1.04亿 加仓
VOO VANGUARD INDEX FDS $2.28亿1.06%332,032 14,8384.7% $1,019.09万 加仓
SPYV SPDR SERIES TRUST $2.18亿1.02%3,582,797 -3,614-0.1% -$21.97万 减仓
META META PLATFORMS INC $2.12亿0.99%376,868 17,2984.8% $974.38万 加仓
IWY ISHARES TR $1.99亿0.93%684,496 25,6313.9% $744.89万 加仓
PYLD PIMCO ETF TR $1.98亿0.92%7,451,681 -493,728-6.2% -$1,309.37万 减仓
AMD ADVANCED MICRO DEVICES INC $1.89亿0.88%325,655 -53,256-14.1% -$3,093.70万 减仓
AMAT APPLIED MATLS INC $1.71亿0.80%236,947 33,19716.3% $2,400.14万 加仓
BOND PIMCO ETF TR $1.70亿0.79%1,843,273 -49,316-2.6% -$454.74万 减仓
JPM JPMORGAN CHASE & CO $1.65亿0.77%504,021 40,2098.7% $1,316.17万 加仓
ONEZ ELEVATION SERIES TRUST $1.60亿0.75%5,797,424 3,255,264128.1% $8,981.27万 加仓
SIXD AIM ETF PRODUCTS TRUST $1.54亿0.72%4,998,493 4,991,11367,630.3% $1.54亿 加仓
JAAA JANUS DETROIT STR TR $1.50亿0.70%2,980,179 339,69312.9% $1,715.11万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1.50亿0.70%298,883 22,6628.2% $1,133.99万 加仓
— CAPITOL SER TR $1.49亿0.69%5,954,904 461,9138.4% $1,156.40万 加仓
CSCO CISCO SYS INC $1.48亿0.69%1,258,651 -198,589-13.6% -$2,332.62万 减仓
MDYG SPDR SERIES TRUST $1.46亿0.68%1,305,443 86,3887.1% $968.32万 加仓
IEFA ISHARES TR $1.44亿0.67%1,486,643 179,89613.8% $1,737.44万 加仓
JNJ JOHNSON & JOHNSON $1.43亿0.67%563,184 15,8782.9% $403.25万 加仓
BILZ PIMCO ETF TR $1.41亿0.66%1,399,384 618,29379.2% $6,240.42万 加仓
FIDU FIDELITY COVINGTON TRUST $1.40亿0.65%1,404,619 106,7348.2% $1,063.18万 加仓
SCEP STERLING CAP FDS $1.32亿0.62%5,285,013 -257,580-4.6% -$643.95万 减仓
MAYW AIM ETF PRODUCTS TRUST $1.29亿0.60%3,711,221 3,711,20017,672,381.0% $1.29亿 加仓
TSLA TESLA INC $1.27亿0.59%302,296 18,5376.5% $779.67万 加仓
FDIS FIDELITY COVINGTON TRUST $1.27亿0.59%1,230,772 127,75311.6% $1,313.82万 加仓
DFAU DIMENSIONAL ETF TRUST $1.24亿0.58%2,402,356 66,6182.9% $344.35万 加仓
IWX ISHARES TR $1.24亿0.58%1,176,003 72,8956.6% $766.56万 加仓
AVXC AMERICAN CENTY ETF TR $1.23亿0.57%1,434,184 94,1317.0% $806.22万 加仓
SGOV ISHARES TR $1.22亿0.57%1,212,408 244,99225.3% $2,466.34万 加仓
WMT WALMART INC $1.17亿0.55%1,033,858 129,05114.3% $1,461.64万 加仓
MINT PIMCO ETF TR $1.15亿0.54%1,141,965 137,63213.7% $1,387.47万 加仓
FHLC FIDELITY COVINGTON TRUST $1.15亿0.54%1,487,576 108,3937.9% $837.34万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1.15亿0.53%153,567 58,45361.5% $4,362.27万 加仓
V VISA INC $1.13亿0.53%330,772 28,7209.5% $985.36万 加仓
SCMC STERLING CAP FDS $1.11亿0.52%4,424,926 424,30510.6% $1,066.25万 加仓
FUTY FIDELITY COVINGTON TRUST $1.09亿0.51%1,865,665 176,82410.5% $1,033.01万 加仓
MAYT AIM ETF PRODUCTS TRUST $1.04亿0.48%2,654,485 2,653,982527,630.6% $1.03亿 加仓
MA MASTERCARD INCORPORATED $9,981.58万0.47%194,342 -5,787-2.9% -$297.23万 减仓
MDYV SPDR SERIES TRUST $9,978.19万0.47%1,051,996 91,4179.5% $867.09万 加仓
IEMG ISHARES INC $9,953.51万0.46%1,201,534 -95,044-7.3% -$787.35万 减仓
FMAT FIDELITY COVINGTON TRUST $9,850.50万0.46%1,683,557 158,82210.4% $929.27万 加仓
IVW ISHARES TR $9,751.49万0.45%709,045 -5,848-0.8% -$80.43万 减仓
MCD MCDONALDS CORP $9,655.62万0.45%357,206 12,4203.6% $335.72万 加仓
SCNM STERLING CAP FDS $9,467.54万0.44%3,763,696 189,1395.3% $475.78万 加仓
JUNW AIM ETF PRODUCTS TRUST $9,364.94万0.44%2,723,158 2,716,36139,964.1% $9,341.57万 加仓
DYNF BLACKROCK ETF TRUST $9,289.94万0.43%1,365,967 51,4923.9% $350.20万 加仓
PM PHILIP MORRIS INTL INC $9,091.80万0.42%502,556 -150,643-23.1% -$2,725.30万 减仓
GOVT ISHARES TR $8,992.11万0.42%3,947,369 300,5878.2% $684.74万 加仓
ABBV ABBVIE INC $8,932.92万0.42%354,989 25,5577.8% $643.11万 加仓
CVX CHEVRON CORPORATION $8,764.33万0.41%528,734 179,63851.5% $2,977.69万 加仓
CORO BLACKROCK ETF TRUST $8,586.71万0.40%2,346,094 130,5365.9% $477.76万 加仓
LRCX LAM RESEARCH CORP $8,501.86万0.40%196,200 -49,463-20.1% -$2,143.36万 减仓
FLRG FIDELITY COVINGTON TRUST $8,326.51万0.39%2,029,687 -70,714-3.4% -$290.09万 减仓
PG PROCTER & GAMBLE CO $8,087.81万0.38%551,542 38,3457.5% $562.29万 加仓
UNH UNITEDHEALTH GROUP INC $8,081.96万0.38%194,452 43,76429.0% $1,818.95万 加仓
LEN LENNAR CORP $7,789.13万0.36%860,770 179,61326.4% $1,625.32万 加仓
C CITIGROUP INC $7,698.18万0.36%550,024 4,7950.9% $67.11万 加仓
LLY ELI LILLY & CO $7,680.81万0.36%64,033 4,0026.7% $480.04万 加仓
BAC BANK OF AMER CORP $7,380.13万0.34%1,295,213 82,3266.8% $469.09万 加仓
SKOR FLEXSHARES TR $7,242.61万0.34%1,492,093 124,7819.1% $605.69万 加仓
EFG ISHARES TR $7,210.25万0.34%579,510 89,11818.2% $1,108.80万 加仓
PLTR PALANTIR TECHNOLOGIES INC $7,112.84万0.33%609,653 87,65416.8% $1,022.66万 加仓
ILTB ISHARES TR $7,107.29万0.33%1,443,080 140,25210.8% $690.75万 加仓
ALLW SSGA ACTIVE TR $7,095.06万0.33%2,424,005 252,31211.6% $738.52万 加仓
IVE ISHARES TR $7,069.88万0.33%311,368 -60,578-16.3% -$1,375.48万 减仓
IBM INTERNATIONAL BUSINESS MACHS $7,006.84万0.33%249,165 -20,691-7.7% -$581.86万 减仓
EFV ISHARES TR $6,936.58万0.32%906,149 -23,611-2.5% -$180.74万 减仓
XONE BONDBLOXX ETF TRUST $6,757.97万0.31%1,368,842 146,98612.0% $725.67万 加仓
SPBO SPDR SERIES TRUST $6,731.28万0.31%2,317,936 197,3579.3% $573.12万 加仓
AMGN AMGEN INC $6,437.42万0.30%177,770 22,02614.1% $797.61万 加仓
CMCSA COMCAST CORP NEW $6,364.61万0.30%2,592,511 1,190,36884.9% $2,922.35万 加仓
ORCL ORACLE CORP $6,269.50万0.29%427,803 29,0107.3% $425.14万 加仓
INTC INTEL CORP $6,215.05万0.29%445,107 95,78127.4% $1,337.39万 加仓
KMB KIMBERLY-CLARK CORP $6,196.03万0.29%564,452 454,629414.0% $4,990.49万 加仓
WTS WATTS WATER TECHNOLOGIES INC $6,151.52万0.29%157,140 11,6098.0% $454.45万 加仓
MS MORGAN STANLEY $6,079.70万0.28%290,836 -3,129-1.1% -$65.41万 减仓
IWS ISHARES TR $6,059.19万0.28%368,117 -12,191-3.2% -$200.66万 减仓
WFC WELLS FARGO & CO $5,968.65万0.28%722,249 80,08712.5% $661.84万 加仓
CAT CATERPILLAR INC $5,932.29万0.28%55,707 30,157118.0% $3,211.45万 加仓
— AIM ETF PRODUCTS TRUST $5,797.45万0.27%1,476,569 -17,205-1.2% -$67.55万 减仓
MBB ISHARES TR $5,752.92万0.27%608,645 17,9063.0% $169.25万 加仓
HD HOME DEPOT INC $5,625.50万0.26%159,504 2,0801.3% $73.36万 加仓
QQQ INVESCO QQQ TR $5,596.49万0.26%75,997 2,0252.7% $149.12万 加仓
— ELEVATION SERIES TRUST $5,571.91万0.26%1,822,243 97,1615.6% $297.09万 加仓
INTU INTUIT $5,478.26万0.26%209,893 69,87149.9% $1,823.65万 加仓
ANET ARISTA NETWORKS INC $5,464.61万0.25%321,675 25,0958.5% $426.31万 加仓
VUG VANGUARD INDEX FDS $5,189.02万0.24%602,395 6,5111.1% $56.09万 加仓
IHDG WISDOMTREE TR $5,177.51万0.24%988,454 119,18013.7% $624.26万 加仓
AEP AMERICAN ELEC PWR CO INC $5,089.00万0.24%371,977 32,9849.7% $451.25万 加仓