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
LRGF ISHARES TR $19.54万0.00%2,584 00.0% — 不变
VCEB VANGUARD WORLD FD $19.56万0.00%3,117 -1,573-33.5% -$9.87万 减仓
DMXF ISHARES TR $19.63万0.00%2,321 88361.4% $7.47万 加仓
IGIB ISHARES TR $19.80万0.00%3,724 -1,415-27.5% -$7.52万 减仓
IBDT ISHARES TR $19.89万0.00%7,876 4,458130.4% $11.26万 加仓
UFEB INNOVATOR ETFS TRUST $19.96万0.00%5,165 -236-4.4% -$9,121 减仓
IHI ISHARES TR $19.99万0.00%4,046 100.2% $494 加仓
SNEX STONEX GROUP INC $20.03万0.00%1,690 1,690— $20.03万 新建仓
— ELEVATION SERIES TRUST $20.08万0.00%3,112 -1,421-31.3% -$9.17万 减仓
JKHY HENRY JACK & ASSOC INC $20.09万0.00%1,458 -309-17.5% -$4.26万 减仓
TXNM TXNM ENERGY INC $20.24万0.00%3,564 -675-15.9% -$3.83万 减仓
— ISHARES ETHEREUM TR $20.27万0.00%17,044 150.1% $178 加仓
— SIMPLIFY EXCHANGE TRADED FUN $20.27万0.00%4,675 4,66031,066.7% $20.21万 加仓
SAFE SAFEHOLD INC $20.29万0.00%12,925 12,925— $20.29万 新建仓
ARE ALEXANDRIA REAL ESTATE EQ IN $20.29万0.00%3,840 3,840— $20.29万 新建仓
BMAR INNOVATOR ETFS TRUST $20.33万0.00%3,527 1153.4% $6,627 加仓
FEMB FIRST TR EXCH TRADED FD III $20.37万0.00%6,972 -725-9.4% -$2.12万 减仓
DES WISDOMTREE TR $20.38万0.00%5,010 1,42439.7% $5.79万 加仓
FNDE SCHWAB STRATEGIC TR $20.39万0.00%5,138 1,69349.1% $6.72万 加仓
— FIRST TR EXCHNG TRADED FD VI $20.46万0.00%4,605 -209-4.3% -$9,286 减仓
SCMB SCHWAB STRATEGIC TR $20.46万0.00%7,925 3,47177.9% $8.96万 加仓
JMST J P MORGAN EXCHANGE TRADED F $20.49万0.00%4,018 -636-13.7% -$3.24万 减仓
SEDG SOLAREDGE TECHNOLOGIES INC $20.55万0.00%3,517 3,517— $20.55万 新建仓
IBDS ISHARES TR $20.56万0.00%8,488 4,343104.8% $10.52万 加仓
HUT HUT 8 CORP $20.56万0.00%1,781 1,781— $20.56万 新建仓
SOUN SOUNDHOUND AI INC $20.58万0.00%31,815 3,89814.0% $2.52万 加仓
— INVESCO EXCH TRADED FD TR II $20.59万0.00%4,020 44812.5% $2.30万 加仓
NTR NUTRIEN LTD $20.62万0.00%3,276 -131-3.8% -$8,247 减仓
UJAN INNOVATOR ETFS TRUST $20.69万0.00%4,565 -2-0.0% -$91 减仓
— INNOVATOR ETFS TRUST $20.83万0.00%7,062 1,71232.0% $5.05万 加仓
— JANUS HENDERSON GROUP PLC $20.88万0.00%4,019 -226-5.3% -$1.17万 减仓
HUBS HUBSPOT INC $20.88万0.00%1,144 12912.7% $2.35万 加仓
RWO SPDR INDEX SHS FDS $20.89万0.00%4,201 3569.3% $1.77万 加仓
NDSN NORDSON CORP $20.90万0.00%693 -84-10.8% -$2.53万 减仓
AGNC AGNC INVT CORP $20.95万0.00%19,216 -860-4.3% -$9,374 减仓
FENI FIDELITY COVINGTON TRUST $20.98万0.00%5,226 1,79052.1% $7.18万 加仓
CIFR CIPHER DIGITAL INC $20.99万0.00%8,566 8,566— $20.99万 新建仓
BROS DUTCH BROS INC $20.99万0.00%2,923 2,923— $20.99万 新建仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $21.08万0.00%5,328 -1,563-22.7% -$6.18万 减仓
IMO IMPERIAL OIL LTD $21.09万0.00%1,883 1327.5% $1.48万 加仓
LTC LTC PPTYS INC $21.11万0.00%5,491 -852-13.4% -$3.28万 重新持有
RIOT RIOT PLATFORMS INC $21.15万0.00%7,726 7,726— $21.15万 新建仓
EMGF ISHARES INC $21.17万0.00%2,890 1,922198.6% $14.08万 加仓
RIVN RIVIAN AUTOMOTIVE INC $21.22万0.00%12,229 470.4% $815 加仓
CRSP CRISPR THERAPEUTICS AG $21.22万0.00%3,891 3,891— $21.22万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $21.23万0.00%2,397 64136.5% $5.68万 加仓
UHS UNIVERSAL HLTH SVCS INC $21.26万0.00%1,430 17113.6% $2.54万 加仓
AIZ ASSURANT INC $21.28万0.00%792 -1,451-64.7% -$38.98万 减仓
EVUS ISHARES TR $21.29万0.00%6,062 2,41966.4% $8.49万 加仓
BR BROADRIDGE FINL SOLUTIONS IN $21.31万0.00%1,555 -133-7.9% -$1.82万 减仓
EWJ ISHARES INC $21.31万0.00%2,285 53130.3% $4.95万 加仓
PENG PENGUIN SOLUTIONS INC $21.32万0.00%2,805 2,805— $21.32万 新建仓
SPXL DIREXION SHARES ETF TRUST $21.44万0.00%792 -2,406-75.2% -$65.12万 重新持有
AMTM AMENTUM HOLDINGS INC $21.45万0.00%10,379 1,13912.3% $2.35万 加仓
HYG ISHARES TR $21.47万0.00%2,684 -1,801-40.2% -$14.41万 减仓
— FIRST TR EXCHNG TRADED FD VI $21.48万0.00%6,881 -71-1.0% -$2,217 减仓
MKL MARKEL GROUP INC $21.48万0.00%110 32.8% $5,859 加仓
— FIDELITY ETHEREUM FD $21.56万0.00%13,696 4583.5% $7,209 加仓
SJNK SPDR SERIES TRUST $21.64万0.00%8,644 2,64344.0% $6.62万 加仓
— AIM ETF PRODUCTS TRUST $21.73万0.00%5,709 -1,342-19.0% -$5.11万 减仓
DFEM DIMENSIONAL ETF TRUST $21.73万0.00%5,347 -15,339-74.2% -$62.34万 减仓
NE NOBLE CORP PLC $21.76万0.00%5,834 621.1% $2,313 加仓
SNDA SONIDA SENIOR LIVING INC $21.78万0.00%5,338 5,338— $21.78万 新建仓
SSRM SSR MINING IN $21.79万0.00%7,706 -6,350-45.2% -$17.96万 重新持有
POWR ISHARES INC $21.89万0.00%7,830 -320,389-97.6% -$895.83万 减仓
QDPL PACER FDS TR $21.95万0.00%4,871 3898.7% $1.75万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $21.95万0.00%18,701 -642-3.3% -$7,537 减仓
— FIRST TR EXCHNG TRADED FD VI $22.03万0.00%6,695 4,649227.2% $15.30万 加仓
DFGX DIMENSIONAL ETF TRUST $22.10万0.00%4,123 1,45254.4% $7.78万 加仓
SSUS STRATEGY SHS $22.12万0.00%4,000 -272-6.4% -$1.50万 减仓
— LIFEVANTAGE CORP $22.13万0.00%35,458 35,458— $22.13万 新建仓
VIRT VIRTU FINL INC $22.15万0.00%3,719 3,719— $22.15万 新建仓
LAMR LAMAR ADVERTISING CO $22.16万0.00%1,421 1,421— $22.16万 新建仓
IQDG WISDOMTREE TR $22.32万0.00%5,181 -838-13.9% -$3.61万 减仓
RBC RBC BEARINGS INC $22.35万0.00%347 -764-68.8% -$49.21万 减仓
BB BLACKBERRY LTD $22.37万0.00%17,687 2,06413.2% $2.61万 加仓
SMMD ISHARES TR $22.38万0.00%2,442 2,4026,005.0% $22.01万 加仓
SAN BANCO SANTANDER SA $22.42万0.00%16,244 1410.9% $1,946 加仓
ALGT ALLEGIANT TRAVEL CO $22.45万0.00%1,909 1,909— $22.45万 新建仓
VCRB VANGUARD MALVERN FDS $22.52万0.00%2,916 86242.0% $6.66万 加仓
— TAYLOR MORRISON HOME CORP $22.53万0.00%3,141 3,141— $22.53万 新建仓
IYJ ISHARES TR $22.56万0.00%1,354 -40,281-96.7% -$671.28万 减仓
B BARRICK MNG CORP $22.59万0.00%6,151 2544.3% $9,330 加仓
— INNOVATOR ETFS TRUST $22.60万0.00%7,016 -182-2.5% -$5,863 减仓
CALM CAL MAINE FOODS INC $22.60万0.00%2,806 50.2% $403 加仓
COKE COCA COLA CONS INC $22.61万0.00%1,184 -35-2.9% -$6,683 减仓
HACK AMPLIFY ETF TR $22.62万0.00%2,155 60639.1% $6.36万 加仓
VIGI VANGUARD WHITEHALL FDS $22.63万0.00%2,423 25011.5% $2.33万 加仓
NATL NCR ATLEOS CORPORATION $22.64万0.00%5,215 5,215— $22.64万 新建仓
OTTR OTTER TAIL CORP $22.67万0.00%2,519 2,519— $22.67万 新建仓
AG FIRST MAJESTIC SILVER CORP $22.68万0.00%13,372 -1,732-11.5% -$2.94万 减仓
SCHH SCHWAB STRATEGIC TR $22.74万0.00%9,604 2,50335.2% $5.93万 加仓
FSTA FIDELITY COVINGTON TRUST $22.76万0.00%4,331 -122,686-96.6% -$644.64万 减仓
FLTR VANECK ETF TRUST $22.77万0.00%8,891 -751-7.8% -$1.92万 减仓
— INNOVATOR ETFS TRUST $22.95万0.00%6,400 3275.4% $1.17万 加仓
ECG EVERUS CONSTR GROUP $22.95万0.00%1,383 1,383— $22.95万 新建仓
CG CARLYLE GROUP INC $23.01万0.00%5,466 -110-2.0% -$4,632 减仓
SAIA SAIA INC $23.04万0.00%547 -1,514-73.5% -$63.76万 重新持有
— SIMPLIFY EXCHANGE TRADED FUN $23.05万0.00%5,893 5,4311,175.5% $21.24万 加仓
PRAA PRA GROUP INC $23.12万0.00%12,174 -13,591-52.7% -$25.81万 减仓