AE Wealth Management LLC
TOPEKA KS · SEC CIK 0001697723
$184.93亿2026Q1 申报市值
2,586持仓数
20.7%前十大占比 · 第一大 3.4%
252 / 123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
SCEP 新建仓+$1.31亿
SCMC 新建仓+$1.00亿
MSFT 加仓+$9,357.54万
NVDA 加仓+$9,288.01万
SCNM 新建仓+$8,886.31万
2026Q1 卖出最多 按季末市值估算
IWO 减仓-$7,916.35万
ELEVATION SERIES 减仓-$5,324.34万
SPY 减仓-$4,703.56万
OEF 减仓-$4,240.33万
VGSH 减仓-$4,175.72万
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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $8.91万 | 0.00% | 1,800 | -2,425 | -57.4% | -$12.00万 | 重新持有 |
| PWV | INVESCO EXCHANGE TRADED FD T | $8.94万 | 0.00% | 1,282 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $8.94万 | 0.00% | 2,484 | 2,484 | — | $8.94万 | 新建仓 |
| — | RBB FD INC | $8.94万 | 0.00% | 3,163 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $8.96万 | 0.00% | 1,765 | 1,765 | — | $8.96万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $9.01万 | 0.00% | 1,939 | -106 | -5.2% | -$4,926 | 减仓 |
| BLUX | EXCHANGE TRADED CONCEPTS TRU | $9.02万 | 0.00% | 3,279 | 1 | 0.0% | $28 | 加仓 |
| IBDU | ISHARES TR | $9.03万 | 0.00% | 3,881 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $9.03万 | 0.00% | 4,313 | 6 | 0.1% | $126 | 加仓 |
| BBDC | BARINGS BDC INC | $9.08万 | 0.00% | 11,038 | 483 | 4.6% | $3,975 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $9.09万 | 0.00% | 2,603 | 2,331 | 857.0% | $8.14万 | 加仓 |
| PPH | VANECK ETF TRUST | $9.12万 | 0.00% | 878 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $9.12万 | 0.00% | 1,361 | 254 | 22.9% | $1.70万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $9.13万 | 0.00% | 3,352 | 3,352 | — | $9.13万 | 新建仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $9.16万 | 0.00% | 11,413 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $9.18万 | 0.00% | 1,218 | -73 | -5.7% | -$5,505 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $9.19万 | 0.00% | 1,833 | 1,111 | 153.9% | $5.57万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9.20万 | 0.00% | 768 | 768 | — | $9.20万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $9.22万 | 0.00% | 787 | -720 | -47.8% | -$8.44万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $9.24万 | 0.00% | 840 | 68 | 8.8% | $7,483 | 加仓 |
| COMP | COMPASS INC | $9.29万 | 0.00% | 12,711 | 12,711 | — | $9.29万 | 新建仓 |
| — | LISTED FDS TR | $9.36万 | 0.00% | 4,080 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES INC | $9.38万 | 0.00% | 2,646 | -712 | -21.2% | -$2.52万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $9.41万 | 0.00% | 2,759 | -4 | -0.1% | -$136 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $9.49万 | 0.00% | 2,813 | 326 | 13.1% | $1.10万 | 加仓 |
| IVLU | ISHARES TR | $9.50万 | 0.00% | 2,395 | 349 | 17.1% | $1.38万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $9.56万 | 0.00% | 835 | -23 | -2.7% | -$2,634 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.60万 | 0.00% | 3,728 | 0 | 0.0% | — | 不变 |
| — | MISTER CAR WASH INC | $9.60万 | 0.00% | 13,772 | 2,364 | 20.7% | $1.65万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $9.61万 | 0.00% | 3,033 | 358 | 13.4% | $1.13万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $9.68万 | 0.00% | 13,771 | 3,490 | 33.9% | $2.45万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $9.71万 | 0.00% | 2,094 | -225 | -9.7% | -$1.04万 | 减仓 |
| IMCB | ISHARES TR | $9.72万 | 0.00% | 1,166 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $9.73万 | 0.00% | 1,290 | -2,416 | -65.2% | -$18.23万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $9.75万 | 0.00% | 4,300 | -3,875 | -47.4% | -$8.79万 | 减仓 |
| SUSL | ISHARES TR | $9.77万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $9.77万 | 0.00% | 10,080 | -3,657 | -26.6% | -$3.55万 | 减仓 |
| FOX | FOX CORP | $9.91万 | 0.00% | 1,866 | 50 | 2.8% | $2,655 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $9.92万 | 0.00% | 2,664 | -6 | -0.2% | -$223 | 减仓 |
| LRGG | NOMURA ETF TR | $9.94万 | 0.00% | 3,880 | 3,880 | — | $9.94万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $10.00万 | 0.00% | 444 | 44 | 11.0% | $9,908 | 加仓 |
| IBDS | ISHARES TR | $10.05万 | 0.00% | 4,145 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $10.08万 | 0.00% | 1,676 | -42,793 | -96.2% | -$257.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $10.11万 | 0.00% | 2,289 | 2,289 | — | $10.11万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $10.13万 | 0.00% | 4,001 | -453 | -10.2% | -$1.15万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $10.14万 | 0.00% | 2,892 | 306 | 11.8% | $1.07万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $10.20万 | 0.00% | 1,339 | -261 | -16.3% | -$1.99万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $10.22万 | 0.00% | 2,261 | 837 | 58.8% | $3.78万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $10.24万 | 0.00% | 4,110 | -69,275 | -94.4% | -$172.58万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $10.38万 | 0.00% | 3,822 | -408 | -9.6% | -$1.11万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $10.46万 | 0.00% | 2,548 | 2,278 | 843.7% | $9.35万 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $10.54万 | 0.00% | 5,360 | 130 | 2.5% | $2,557 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $10.59万 | 0.00% | 1,833 | -123 | -6.3% | -$7,105 | 减仓 |
| PFFD | GLOBAL X FDS | $10.62万 | 0.00% | 5,769 | -3,943 | -40.6% | -$7.26万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $10.67万 | 0.00% | 2,012 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $10.70万 | 0.00% | 5,852 | 3,437 | 142.3% | $6.29万 | 加仓 |
| — | EA SERIES TRUST | $10.71万 | 0.00% | 2,714 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $10.85万 | 0.00% | 13,131 | 499 | 4.0% | $4,122 | 加仓 |
| DMXF | ISHARES TR | $10.85万 | 0.00% | 1,438 | 1,431 | 20,442.9% | $10.80万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $10.85万 | 0.00% | 1,652 | -886 | -34.9% | -$5.82万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $10.87万 | 0.00% | 2,036 | -131 | -6.0% | -$6,995 | 减仓 |
| EEMV | ISHARES INC | $10.88万 | 0.00% | 1,680 | -66 | -3.8% | -$4,272 | 减仓 |
| — | ISHARES TR | $10.91万 | 0.00% | 4,069 | -482 | -10.6% | -$1.29万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $11.00万 | 0.00% | 1,166 | 112 | 10.6% | $1.06万 | 加仓 |
| WU | WESTERN UN CO | $11.17万 | 0.00% | 12,790 | 12,790 | — | $11.17万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $11.17万 | 0.00% | 887 | 0 | 0.0% | — | 不变 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $11.17万 | 0.00% | 2,771 | -28 | -1.0% | -$1,129 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $11.23万 | 0.00% | 1,046 | -126 | -10.8% | -$1.35万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $11.23万 | 0.00% | 6,020 | 4,694 | 354.0% | $8.76万 | 加仓 |
| PSFF | PACER FDS TR | $11.26万 | 0.00% | 3,514 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $11.28万 | 0.00% | 1,309 | 149 | 12.8% | $1.28万 | 加仓 |
| RES | RPC INC | $11.30万 | 0.00% | 15,957 | 4,078 | 34.3% | $2.89万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $11.35万 | 0.00% | 4,454 | -6,408 | -59.0% | -$16.33万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $11.35万 | 0.00% | 1,972 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $11.36万 | 0.00% | 994 | 1 | 0.1% | $114 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $11.38万 | 0.00% | 3,716 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $11.39万 | 0.00% | 12,010 | 1,607 | 15.4% | $1.52万 | 重新持有 |
| DIVB | ISHARES TR | $11.39万 | 0.00% | 2,112 | -1,229 | -36.8% | -$6.63万 | 减仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $11.43万 | 0.00% | 16,439 | 425 | 2.7% | $2,954 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $11.46万 | 0.00% | 2,715 | 2,656 | 4,501.7% | $11.21万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $11.59万 | 0.00% | 1,981 | -10 | -0.5% | -$585 | 减仓 |
| EVUS | ISHARES TR | $11.60万 | 0.00% | 3,643 | -1,651 | -31.2% | -$5.26万 | 减仓 |
| IXG | ISHARES TR | $11.60万 | 0.00% | 1,017 | -2,216 | -68.5% | -$25.27万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $11.61万 | 0.00% | 967 | -22 | -2.2% | -$2,641 | 减仓 |
| — | PGIM ETF TR | $11.62万 | 0.00% | 2,302 | 2,302 | — | $11.62万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $11.63万 | 0.00% | 1,549 | 642 | 70.8% | $4.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $11.68万 | 0.00% | 3,442 | 334 | 10.7% | $1.13万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $11.73万 | 0.00% | 1,538 | 1,538 | — | $11.73万 | 新建仓 |
| — | NOMURA ETF TR | $11.75万 | 0.00% | 4,633 | 4,633 | — | $11.75万 | 新建仓 |
| TAFI | AB ACTIVE ETFS INC | $11.86万 | 0.00% | 4,710 | 4,710 | — | $11.86万 | 新建仓 |
| QHY | WISDOMTREE TR | $11.90万 | 0.00% | 2,614 | -99 | -3.6% | -$4,507 | 减仓 |
| GNW | GENWORTH FINL INC | $11.92万 | 0.00% | 14,675 | -5,236 | -26.3% | -$4.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $11.92万 | 0.00% | 3,989 | 399 | 11.1% | $1.19万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $11.94万 | 0.00% | 2,918 | -459 | -13.6% | -$1.88万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $11.95万 | 0.00% | 5,503 | 120 | 2.2% | $2,605 | 加仓 |
| GDE | WISDOMTREE TR | $11.98万 | 0.00% | 1,905 | -970 | -33.7% | -$6.10万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $12.06万 | 0.00% | 1,750 | 28 | 1.6% | $1,929 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $12.12万 | 0.00% | 2,642 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $12.12万 | 0.00% | 3,344 | -214 | -6.0% | -$7,758 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $12.32万 | 0.00% | 2,669 | -168 | -5.9% | -$7,757 | 减仓 |