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 |
|---|---|---|---|---|---|---|---|---|
| PICK | ISHARES INC | $12.33万 | 0.00% | 2,178 | 270 | 14.2% | $1.53万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $12.35万 | 0.00% | 1,514 | -3,445 | -69.5% | -$28.11万 | 减仓 |
| RDW | REDWIRE CORPORATION | $12.43万 | 0.00% | 14,626 | 14,626 | — | $12.43万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $12.52万 | 0.00% | 2,823 | 382 | 15.6% | $1.69万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $12.58万 | 0.00% | 1,753 | 173 | 10.9% | $1.24万 | 加仓 |
| IMTM | ISHARES TR | $12.62万 | 0.00% | 2,627 | -43 | -1.6% | -$2,065 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $12.70万 | 0.00% | 3,647 | 201 | 5.8% | $6,999 | 加仓 |
| BULL | WEBULL CORP | $12.76万 | 0.00% | 26,586 | 26,586 | — | $12.76万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $12.78万 | 0.00% | 3,436 | 831 | 31.9% | $3.09万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $12.79万 | 0.00% | 4,072 | -1,367 | -25.1% | -$4.29万 | 减仓 |
| SETM | SPROTT FDS TR | $12.82万 | 0.00% | 3,876 | 3,876 | — | $12.82万 | 新建仓 |
| AHRT | AH RLTY TR INC | $12.83万 | 0.00% | 23,326 | 3,408 | 17.1% | $1.87万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $12.89万 | 0.00% | 2,711 | -2,679 | -49.7% | -$12.73万 | 减仓 |
| DES | WISDOMTREE TR | $12.89万 | 0.00% | 3,586 | -1 | -0.0% | -$36 | 减仓 |
| COPX | GLOBAL X FDS | $12.92万 | 0.00% | 1,692 | 1,243 | 276.8% | $9.49万 | 加仓 |
| HYD | VANECK ETF TRUST | $12.96万 | 0.00% | 2,585 | 380 | 17.2% | $1.91万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $12.96万 | 0.00% | 9,205 | -753 | -7.6% | -$1.06万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.96万 | 0.00% | 3,260 | 0 | 0.0% | — | 不变 |
| FSEC | FIDELITY MERRIMACK STR TR | $12.97万 | 0.00% | 2,959 | 1,639 | 124.2% | $7.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $13.12万 | 0.00% | 3,335 | -389 | -10.4% | -$1.53万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $13.18万 | 0.00% | 3,445 | -113 | -3.2% | -$4,323 | 减仓 |
| EES | WISDOMTREE TR | $13.20万 | 0.00% | 2,274 | -700 | -23.5% | -$4.06万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.23万 | 0.00% | 25,942 | 1 | 0.0% | $5 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.25万 | 0.00% | 5,520 | -500 | -8.3% | -$1.20万 | 减仓 |
| — | RESOURCES CONNECTION INC | $13.27万 | 0.00% | 35,582 | 4,391 | 14.1% | $1.64万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $13.38万 | 0.00% | 11,719 | 11,719 | — | $13.38万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $13.60万 | 0.00% | 3,000 | 237 | 8.6% | $1.07万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $13.63万 | 0.00% | 2,425 | 126 | 5.5% | $7,080 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $13.63万 | 0.00% | 5,866 | -4,807 | -45.0% | -$11.17万 | 减仓 |
| DTD | WISDOMTREE TR | $13.70万 | 0.00% | 1,587 | -4 | -0.3% | -$345 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $13.74万 | 0.00% | 1,256 | -37 | -2.9% | -$4,048 | 减仓 |
| — | INNOVATOR ETFS TRUST | $13.76万 | 0.00% | 4,978 | 415 | 9.1% | $1.15万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $13.76万 | 0.00% | 4,787 | 4,787 | — | $13.76万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $13.80万 | 0.00% | 3,116 | -26 | -0.8% | -$1,151 | 减仓 |
| XSD | SPDR SERIES TRUST | $13.84万 | 0.00% | 424 | 92 | 27.7% | $3.00万 | 加仓 |
| — | PIMCO HIGH INCOME FD | $13.88万 | 0.00% | 29,970 | 29,970 | — | $13.88万 | 新建仓 |
| LOWV | AB ACTIVE ETFS INC | $13.93万 | 0.00% | 1,885 | 1,885 | — | $13.93万 | 新建仓 |
| PATH | UIPATH INC | $13.96万 | 0.00% | 12,576 | 12,576 | — | $13.96万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $14.01万 | 0.00% | 2,671 | 297 | 12.5% | $1.56万 | 加仓 |
| ISTB | ISHARES TR | $14.03万 | 0.00% | 2,895 | 85 | 3.0% | $4,118 | 加仓 |
| — | INNOVATOR ETFS TRUST | $14.11万 | 0.00% | 4,333 | -545 | -11.2% | -$1.77万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $14.13万 | 0.00% | 3,572 | 582 | 19.5% | $2.30万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $14.18万 | 0.00% | 2,312 | -19,883 | -89.6% | -$121.92万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $14.22万 | 0.00% | 52,487 | 7,378 | 16.4% | $2.00万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $14.23万 | 0.00% | 5,068 | 4,334 | 590.5% | $12.17万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $14.26万 | 0.00% | 1,304 | -4,629 | -78.0% | -$50.62万 | 减仓 |
| TBI | TRUEBLUE INC | $14.30万 | 0.00% | 36,583 | 4,837 | 15.2% | $1.89万 | 加仓 |
| DBEF | DBX ETF TR | $14.32万 | 0.00% | 2,900 | 595 | 25.8% | $2.94万 | 加仓 |
| — | SEVEN HILLS REALTY TRUST | $14.33万 | 0.00% | 17,432 | 1,653 | 10.5% | $1.36万 | 加仓 |
| IETC | ISHARES U S ETF TR | $14.34万 | 0.00% | 1,623 | -8,973 | -84.7% | -$79.30万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $14.38万 | 0.00% | 2,622 | 2,083 | 386.5% | $11.42万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $14.48万 | 0.00% | 1,756 | 549 | 45.5% | $4.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $14.57万 | 0.00% | 6,900 | 3,138 | 83.4% | $6.63万 | 加仓 |
| IBDR | ISHARES TR | $14.59万 | 0.00% | 6,019 | 27 | 0.5% | $654 | 加仓 |
| ARKQ | ARK ETF TR | $14.62万 | 0.00% | 1,300 | -45 | -3.3% | -$5,062 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $14.68万 | 0.00% | 1,216 | -12,895 | -91.4% | -$155.70万 | 减仓 |
| IYH | ISHARES TR | $14.72万 | 0.00% | 2,388 | -89,526 | -97.4% | -$551.83万 | 减仓 |
| AEG | AEGON LTD | $14.73万 | 0.00% | 20,284 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $14.81万 | 0.00% | 1,754 | 228 | 14.9% | $1.93万 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $14.86万 | 0.00% | 30,962 | 5,126 | 19.8% | $2.46万 | 加仓 |
| NULV | NUSHARES ETF TR | $14.91万 | 0.00% | 3,277 | 3,277 | — | $14.91万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $14.99万 | 0.00% | 6,001 | 2,636 | 78.3% | $6.58万 | 加仓 |
| DXJ | WISDOMTREE TR | $15.06万 | 0.00% | 949 | 507 | 114.7% | $8.04万 | 加仓 |
| ITM | VANECK ETF TRUST | $15.08万 | 0.00% | 3,248 | 1,019 | 45.7% | $4.73万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $15.26万 | 0.00% | 7,101 | 126 | 1.8% | $2,708 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $15.29万 | 0.00% | 2,561 | 467 | 22.3% | $2.79万 | 加仓 |
| UA | UNDER ARMOUR INC | $15.30万 | 0.00% | 26,425 | 181 | 0.7% | $1,048 | 加仓 |
| — | INNOVATOR ETFS TRUST | $15.40万 | 0.00% | 5,350 | 342 | 6.8% | $9,846 | 加仓 |
| OUSA | ALPS ETF TR | $15.41万 | 0.00% | 2,769 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $15.58万 | 0.00% | 16,536 | -8,174 | -33.1% | -$7.70万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $15.65万 | 0.00% | 8,766 | -525 | -5.7% | -$9,371 | 减仓 |
| — | INNOVATOR ETFS TRUST | $15.78万 | 0.00% | 8,306 | 8,306 | — | $15.78万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $15.83万 | 0.00% | 507 | 5 | 1.0% | $1,561 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $15.89万 | 0.00% | 2,054 | -22 | -1.1% | -$1,702 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $15.90万 | 0.00% | 18,820 | -21,479 | -53.3% | -$18.15万 | 减仓 |
| IGF | ISHARES TR | $15.98万 | 0.00% | 2,385 | 2,140 | 873.5% | $14.34万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $16.00万 | 0.00% | 3,187 | 3,187 | — | $16.00万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $16.02万 | 0.00% | 27,099 | 26 | 0.1% | $154 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $16.08万 | 0.00% | 4,432 | 709 | 19.0% | $2.57万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $16.19万 | 0.00% | 2,144 | 130 | 6.5% | $9,814 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $16.20万 | 0.00% | 6,164 | 4,432 | 255.9% | $11.65万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $16.23万 | 0.00% | 3,156 | 324 | 11.4% | $1.67万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $16.25万 | 0.00% | 8,370 | 8,168 | 4,043.6% | $15.85万 | 加仓 |
| BOXX | EA SERIES TRUST | $16.33万 | 0.00% | 1,404 | 1,249 | 805.8% | $14.52万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $16.43万 | 0.00% | 6,216 | 747 | 13.7% | $1.97万 | 加仓 |
| SMMU | PIMCO ETF TR | $16.59万 | 0.00% | 3,289 | 1,688 | 105.4% | $8.52万 | 加仓 |
| LEMB | ISHARES INC | $16.69万 | 0.00% | 4,091 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $16.95万 | 0.00% | 1,358 | 1,320 | 3,473.7% | $16.47万 | 加仓 |
| LRGF | ISHARES TR | $17.05万 | 0.00% | 2,584 | 1,112 | 75.5% | $7.34万 | 加仓 |
| DGRS | WISDOMTREE TR | $17.12万 | 0.00% | 3,233 | 2,260 | 232.3% | $11.97万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $17.21万 | 0.00% | 5,373 | -282 | -5.0% | -$9,032 | 减仓 |
| HLN | HALEON PLC | $17.23万 | 0.00% | 17,213 | -1,098 | -6.0% | -$1.10万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $17.31万 | 0.00% | 11,965 | -2,000 | -14.3% | -$2.89万 | 减仓 |
| VTRS | VIATRIS INC | $17.35万 | 0.00% | 12,845 | 12,845 | — | $17.35万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $17.38万 | 0.00% | 4,913 | -6 | -0.1% | -$212 | 减仓 |
| — | NI HLDGS INC | $17.45万 | 0.00% | 13,537 | 1,631 | 13.7% | $2.10万 | 加仓 |
| SIL | GLOBAL X FDS | $17.55万 | 0.00% | 1,948 | 21 | 1.1% | $1,892 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $17.60万 | 0.00% | 3,845 | -306 | -7.4% | -$1.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $17.67万 | 0.00% | 6,704 | 6,704 | — | $17.67万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $17.71万 | 0.00% | 5,459 | 321 | 6.2% | $1.04万 | 加仓 |