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
VIOO VANGUARD ADMIRAL FDS INC $13.32万0.00%968 33853.7% $4.65万 加仓
DCRE DOUBLELINE ETF TRUST $13.44万0.00%2,595 2,5334,085.5% $13.12万 加仓
— DOUBLELINE ETF TRUST $13.48万0.00%2,683 2,683— $13.48万 新建仓
LOWV AB ACTIVE ETFS INC $13.53万0.00%1,699 -186-9.9% -$1.48万 减仓
BOXX EA SERIES TRUST $13.57万0.00%1,159 -245-17.5% -$2.87万 减仓
— FIRST TR EXCHNG TRADED FD VI $13.75万0.00%5,520 00.0% — 不变
INCM FRANKLIN TEMPLETON ETF TR $13.81万0.00%4,787 00.0% — 不变
TSPA T ROWE PRICE EXCHANGE-TRADED $13.87万0.00%2,918 00.0% — 不变
ARKF ARK ETF TR $13.96万0.00%3,537 -1,469-29.3% -$5.80万 减仓
— FIRST TR EXCHNG TRADED FD VI $13.99万0.00%3,421 1614.9% $6,582 加仓
FIVA FIDELITY COVINGTON TRUST $14.06万0.00%3,650 30.1% $116 加仓
VWOB VANGUARD WHITEHALL FDS $14.13万0.00%2,101 44927.2% $3.02万 加仓
FOXA FOX CORP $14.18万0.00%2,718 -1,340-33.0% -$6.99万 减仓
— FIRST TR EXCHANGE-TRADED FD $14.19万0.00%8,942 1762.0% $2,793 加仓
COPX GLOBAL X FDS $14.27万0.00%1,853 1619.5% $1.24万 加仓
BBJP J P MORGAN EXCHANGE TRADED F $14.28万0.00%1,896 1468.3% $1.10万 加仓
VOD VODAFONE GROUP PLC $14.39万0.00%10,879 -1,944-15.2% -$2.57万 减仓
BUYW NORTHERN LTS FD TR IV $14.47万0.00%10,015 8108.8% $1.17万 加仓
QHY WISDOMTREE TR $14.49万0.00%3,163 54921.0% $2.51万 加仓
ROBT FIRST TR EXCHANGE TRADED FD $14.50万0.00%2,577 -92-3.4% -$5,177 减仓
RSPN INVESCO EXCHANGE TRADED FD T $14.54万0.00%2,272 30015.2% $1.92万 加仓
BILS SPDR SERIES TRUST $14.54万0.00%1,463 -7,353-83.4% -$73.10万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $14.57万0.00%3,076 -40-1.3% -$1,895 减仓
VG VENTURE GLOBAL INC $14.63万0.00%13,143 -10,544-44.5% -$11.74万 减仓
— EA SERIES TRUST $14.63万0.00%1,199 00.0% — 不变
IBDR ISHARES TR $14.66万0.00%6,050 310.5% $751 加仓
DTD WISDOMTREE TR $14.71万0.00%1,578 -9-0.6% -$839 减仓
ACWI ISHARES TR $14.77万0.00%941 -990-51.3% -$15.54万 减仓
SLYV SPDR SERIES TRUST $14.86万0.00%1,362 -971-41.6% -$10.59万 减仓
IDU ISHARES TR $14.93万0.00%1,302 -67,388-98.1% -$772.54万 减仓
PWB INVESCO EXCHANGE TRADED FD T $14.94万0.00%887 00.0% — 不变
IJAN INNOVATOR ETFS TRUST $15.03万0.00%3,948 -484-10.9% -$1.84万 减仓
VSGX VANGUARD WORLD FD $15.13万0.00%1,837 844.8% $6,918 加仓
SCHI SCHWAB STRATEGIC TR $15.20万0.00%6,714 2,41456.1% $5.47万 加仓
ADMA ADMA BIOLOGICS INC $15.22万0.00%18,185 18,185— $15.22万 新建仓
HLN HALEON PLC $15.28万0.00%16,380 -833-4.8% -$7,772 减仓
IJS ISHARES TR $15.38万0.00%1,125 -25,992-95.9% -$355.33万 减仓
DBND DOUBLELINE ETF TRUST $15.38万0.00%3,374 3,374— $15.38万 新建仓
DLS WISDOMTREE TR $15.49万0.00%1,849 -1,970-51.6% -$16.50万 减仓
XOP SPDR SERIES TRUST $15.52万0.00%1,006 -914-47.6% -$14.10万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $15.55万0.00%2,789 1475.6% $8,198 加仓
PTY PIMCO CORPORATE & INCOME OPP $15.64万0.00%12,997 -17,607-57.5% -$21.18万 减仓
— SEVEN HILLS REALTY TRUST $15.66万0.00%18,578 1,1466.6% $9,661 加仓
— ARES COML REAL ESTATE CORP $15.67万0.00%34,811 3,84912.4% $1.73万 加仓
— INNOVATOR ETFS TRUST $15.67万0.00%5,522 -6,686-54.8% -$18.97万 减仓
NULV NUSHARES ETF TR $15.72万0.00%3,145 -132-4.0% -$6,599 减仓
RUN SUNRUN INC $15.73万0.00%11,754 11,754— $15.73万 新建仓
IXC ISHARES TR $15.75万0.00%3,206 -6,751-67.8% -$33.16万 减仓
SCHY SCHWAB STRATEGIC TR $15.85万0.00%4,995 -1,210-19.5% -$3.84万 减仓
UA UNDER ARMOUR INC $15.85万0.00%25,483 -942-3.6% -$5,859 减仓
SHEN SHENANDOAH TELECOMMUNICATION $15.92万0.00%10,560 10,560— $15.92万 新建仓
VTRS VIATRIS INC $15.95万0.00%10,042 -2,803-21.8% -$4.45万 减仓
PFFD GLOBAL X FDS $15.96万0.00%8,539 2,77048.0% $5.18万 加仓
— RESOURCES CONNECTION INC $16.04万0.00%37,745 2,1636.1% $9,193 加仓
JIRE J P MORGAN EXCHANGE TRADED F $16.05万0.00%1,946 1,671607.6% $13.78万 加仓
NEO NEOGENOMICS INC $16.13万0.00%11,057 11,057— $16.13万 新建仓
OUSA ALPS ETF TR $16.15万0.00%2,769 00.0% — 不变
— INNOVATOR ETFS TRUST $16.17万0.00%5,206 1382.7% $4,288 加仓
HBTA HORIZON FDS $16.20万0.00%4,956 4,956— $16.20万 新建仓
CLOI VANECK ETF TRUST $16.27万0.00%3,072 -3,782-55.2% -$20.03万 减仓
WTAI WISDOMTREE TR $16.42万0.00%3,460 79229.7% $3.76万 加仓
IMTM ISHARES TR $16.67万0.00%3,126 49919.0% $2.66万 加仓
IGF ISHARES TR $16.72万0.00%2,510 1255.2% $8,328 加仓
— INNOVATOR ETFS TRUST $16.83万0.00%5,931 95319.1% $2.70万 加仓
DBEF DBX ETF TR $16.84万0.00%3,083 1836.3% $9,996 加仓
IWL ISHARES TR $16.88万0.00%913 669274.2% $12.37万 加仓
UAA UNDER ARMOUR INC $16.93万0.00%26,497 -602-2.2% -$3,847 减仓
— GRAYSCALE ETHEREUM STAKING E $17.04万0.00%13,351 4,00242.8% $5.11万 重新持有
AEG AEGON LTD $17.12万0.00%20,284 00.0% — 不变
EVSM MORGAN STANLEY ETF TRUST $17.16万0.00%3,411 2247.0% $1.13万 加仓
IBHH ISHARES TR $17.16万0.00%7,304 -385-5.0% -$9,048 减仓
SKYY FIRST TR EXCHANGE-TRADED FD $17.24万0.00%1,281 -23-1.8% -$3,095 减仓
IETC ISHARES U S ETF TR $17.27万0.00%1,609 -14-0.9% -$1,503 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $17.34万0.00%6,571 4076.6% $1.07万 加仓
GDE WISDOMTREE TR $17.51万0.00%2,867 96250.5% $5.88万 加仓
BITO PROSHARES TR $17.54万0.00%21,985 -537-2.4% -$4,285 减仓
AHRT AH RLTY TR INC $17.98万0.00%25,388 2,0628.8% $1.46万 加仓
APRW AIM ETF PRODUCTS TRUST $18.10万0.00%4,874 -39-0.8% -$1,448 减仓
CLF CLEVELAND-CLIFFS INC NEW $18.14万0.00%19,317 4972.6% $4,667 加仓
GVIP GOLDMAN SACHS ETF TR $18.17万0.00%963 963— $18.17万 新建仓
BDN BRANDYWINE RLTY TR $18.19万0.00%57,389 4,9029.3% $1.55万 加仓
AHCO ADAPTHEALTH CORP $18.24万0.00%17,502 -1,975-10.1% -$2.06万 减仓
— INNOVATOR ETFS TRUST $18.25万0.00%5,373 00.0% — 不变
— TWO HARBORS INVENTMENT CORPO $18.31万0.00%14,754 3,03525.9% $3.77万 加仓
KOMP SPDR SERIES TRUST $18.34万0.00%2,565 58429.5% $4.18万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $18.46万0.00%3,644 -1,200-24.8% -$6.08万 减仓
— TWO RDS SHARED TR $18.53万0.00%17,232 7,15271.0% $7.69万 加仓
FMC FMC CORP $18.66万0.00%16,222 -278,111-94.5% -$319.83万 减仓
— RIVERNORTH MANAGED DUR MUN I $18.78万0.00%12,700 -600-4.5% -$8,870 减仓
EES WISDOMTREE TR $18.86万0.00%2,782 50822.3% $3.44万 加仓
ICLN ISHARES TR $18.86万0.00%9,204 3,35257.3% $6.87万 加仓
XYLD GLOBAL X FDS $18.87万0.00%4,626 -1,297-21.9% -$5.29万 减仓
NOCT INNOVATOR ETFS TRUST $18.90万0.00%3,023 -10,719-78.0% -$67.02万 减仓
ARKQ ARK ETF TR $18.91万0.00%1,430 13010.0% $1.72万 加仓
MAGS LISTED FDS TR $18.93万0.00%2,945 -914-23.7% -$5.88万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $18.95万0.00%6,785 00.0% — 不变
— INNOVATOR ETFS TRUST $18.95万0.00%7,011 3074.6% $8,298 加仓
BULL WEBULL CORP $19.16万0.00%29,388 2,80210.5% $1.83万 加仓
UEC URANIUM ENERGY CORP $19.16万0.00%17,978 2,84118.8% $3.03万 加仓
IYF ISHARES TR $19.35万0.00%1,518 -1,619-51.6% -$20.64万 减仓