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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $22.83万 | 0.00% | 785 | 26 | 3.4% | $7,561 | 加仓 |
| WY | WEYERHAEUSER CO | $22.85万 | 0.00% | 9,354 | 9,354 | — | $22.85万 | 新建仓 |
| TQQQ | PROSHARES TR | $22.89万 | 0.00% | 5,492 | -5,258 | -48.9% | -$21.92万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $22.90万 | 0.00% | 1,751 | 1,751 | — | $22.90万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.94万 | 0.00% | 10,696 | 10,696 | — | $22.94万 | 新建仓 |
| REG | REGENCY CTRS CORP | $22.99万 | 0.00% | 3,039 | 3,039 | — | $22.99万 | 新建仓 |
| BOX | BOX INC | $23.08万 | 0.00% | 9,765 | 2,189 | 28.9% | $5.17万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $23.13万 | 0.00% | 14,374 | 14,374 | — | $23.13万 | 新建仓 |
| XYLD | GLOBAL X FDS | $23.18万 | 0.00% | 5,923 | -5,591 | -48.6% | -$21.88万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $23.18万 | 0.00% | 19,477 | 19,477 | — | $23.18万 | 新建仓 |
| DMBS | DOUBLELINE ETF TRUST | $23.18万 | 0.00% | 4,695 | 362 | 8.4% | $1.79万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $23.28万 | 0.00% | 45,031 | 7,571 | 20.2% | $3.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.36万 | 0.00% | 8,154 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $23.37万 | 0.00% | 1,219 | 1,219 | — | $23.37万 | 新建仓 |
| — | RHINEBECK BANCORP INC | $23.42万 | 0.00% | 15,188 | 2,162 | 16.6% | $3.33万 | 加仓 |
| FOXA | FOX CORP | $23.70万 | 0.00% | 4,058 | 355 | 9.6% | $2.07万 | 加仓 |
| ITT | ITT INC | $23.70万 | 0.00% | 1,244 | 120 | 10.7% | $2.29万 | 重新持有 |
| — | AVANOS MED INC | $23.71万 | 0.00% | 16,924 | 2,063 | 13.9% | $2.89万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $23.73万 | 0.00% | 4,654 | 3,228 | 226.4% | $16.46万 | 加仓 |
| BAX | BAXTER INTL INC | $23.79万 | 0.00% | 14,160 | 14,160 | — | $23.79万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $23.81万 | 0.00% | 1,705 | 1,705 | — | $23.81万 | 新建仓 |
| RBA | RB GLOBAL INC | $23.96万 | 0.00% | 2,497 | 126 | 5.3% | $1.21万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $24.01万 | 0.00% | 3,115 | 320 | 11.4% | $2.47万 | 加仓 |
| — | TOPBUILD COR | $24.01万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| FEBW | AIM ETF PRODUCTS TRUST | $24.03万 | 0.00% | 7,176 | 1,549 | 27.5% | $5.19万 | 加仓 |
| B | BARRICK MNG CORP | $24.05万 | 0.00% | 5,897 | -730 | -11.0% | -$2.98万 | 减仓 |
| BMI | BADGER METER INC | $24.06万 | 0.00% | 1,579 | 377 | 31.4% | $5.74万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $24.10万 | 0.00% | 9,240 | 9,240 | — | $24.10万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $24.13万 | 0.00% | 5,861 | 543 | 10.2% | $2.24万 | 加仓 |
| VICI | VICI PPTYS INC | $24.13万 | 0.00% | 8,833 | 1,095 | 14.2% | $2.99万 | 加仓 |
| IQDG | WISDOMTREE TR | $24.16万 | 0.00% | 6,019 | -1,227 | -16.9% | -$4.93万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $24.20万 | 0.00% | 1,048 | 165 | 18.7% | $3.81万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $24.22万 | 0.00% | 4,844 | 1,651 | 51.7% | $8.25万 | 加仓 |
| QLTA | ISHARES TR | $24.33万 | 0.00% | 5,112 | -60,082 | -92.2% | -$285.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.34万 | 0.00% | 13,001 | 13,001 | — | $24.34万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $24.40万 | 0.00% | 3,075 | 554 | 22.0% | $4.40万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $24.41万 | 0.00% | 2,889 | 743 | 34.6% | $6.28万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $24.47万 | 0.00% | 6,142 | -363,510 | -98.3% | -$1,448.45万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $24.52万 | 0.00% | 8,546 | 1,164 | 15.8% | $3.34万 | 加仓 |
| FLTR | VANECK ETF TRUST | $24.57万 | 0.00% | 9,642 | -418 | -4.2% | -$1.07万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.57万 | 0.00% | 7,051 | 265 | 3.9% | $9,235 | 加仓 |
| BWFG | BANKWELL FINL GROUP INC | $24.78万 | 0.00% | 5,106 | 714 | 16.3% | $3.46万 | 加仓 |
| HUBS | HUBSPOT INC | $24.78万 | 0.00% | 1,015 | -1,408 | -58.1% | -$34.37万 | 减仓 |
| TXNM | TXNM ENERGY INC | $24.78万 | 0.00% | 4,239 | -4,288 | -50.3% | -$25.07万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.82万 | 0.00% | 10,606 | 967 | 10.0% | $2.26万 | 加仓 |
| FLO | FLOWERS FOODS INC | $24.85万 | 0.00% | 30,496 | 12,399 | 68.5% | $10.11万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $24.89万 | 0.00% | 9,235 | -280 | -2.9% | -$7,545 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $24.94万 | 0.00% | 14,053 | 14,053 | — | $24.94万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $24.98万 | 0.00% | 9,687 | 9,687 | — | $24.98万 | 新建仓 |
| PPG | PPG INDS INC | $25.00万 | 0.00% | 2,338 | 2,338 | — | $25.00万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $25.00万 | 0.00% | 56,556 | 13,443 | 31.2% | $5.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.08万 | 0.00% | 6,550 | 173 | 2.7% | $6,625 | 加仓 |
| SPTS | SPDR SERIES TRUST | $25.13万 | 0.00% | 8,611 | -8,262 | -49.0% | -$24.11万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $25.24万 | 0.00% | 2,867 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $25.32万 | 0.00% | 4,734 | -217 | -4.4% | -$1.16万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $25.37万 | 0.00% | 1,386 | 522 | 60.4% | $9.56万 | 重新持有 |
| UBSI | UNITED BANKSHARES INC WEST V | $25.39万 | 0.00% | 6,129 | 781 | 14.6% | $3.24万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $25.40万 | 0.00% | 524 | -47 | -8.2% | -$2.28万 | 减仓 |
| QYLD | GLOBAL X FDS | $25.49万 | 0.00% | 14,863 | -29,505 | -66.5% | -$50.60万 | 减仓 |
| SITM | SITIME CORP | $25.52万 | 0.00% | 739 | 739 | — | $25.52万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $25.61万 | 0.00% | 1,311 | 1,311 | — | $25.61万 | 新建仓 |
| BOH | BANK HAWAII CORP | $25.68万 | 0.00% | 3,458 | 80 | 2.4% | $5,940 | 加仓 |
| GH | GUARDANT HEALTH INC | $25.69万 | 0.00% | 2,781 | 2,781 | — | $25.69万 | 新建仓 |
| NTR | NUTRIEN LTD | $25.71万 | 0.00% | 3,407 | -322 | -8.6% | -$2.43万 | 减仓 |
| — | ENVIRI CORP | $25.73万 | 0.00% | 13,116 | 13,116 | — | $25.73万 | 新建仓 |
| EXPO | EXPONENT INC | $25.74万 | 0.00% | 3,943 | 508 | 14.8% | $3.32万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $25.76万 | 0.00% | 2,767 | -527 | -16.0% | -$4.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.84万 | 0.00% | 12,294 | 12,294 | — | $25.84万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $25.90万 | 0.00% | 23,891 | -93,179 | -79.6% | -$101.01万 | 减仓 |
| — | CHART INDS INC | $25.90万 | 0.00% | 1,253 | -461 | -26.9% | -$9.53万 | 重新持有 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $25.92万 | 0.00% | 8,230 | 2,298 | 38.7% | $7.24万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.01万 | 0.00% | 1,281 | -110 | -7.9% | -$2.23万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $26.05万 | 0.00% | 10,806 | -177 | -1.6% | -$4,267 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $26.12万 | 0.00% | 6,204 | 6,204 | — | $26.12万 | 新建仓 |
| SONY | SONY GROUP CORP | $26.16万 | 0.00% | 12,636 | -729 | -5.5% | -$1.51万 | 减仓 |
| TECB | ISHARES TR | $26.24万 | 0.00% | 4,729 | 235 | 5.2% | $1.30万 | 加仓 |
| EXEL | EXELIXIS INC | $26.28万 | 0.00% | 6,128 | 408 | 7.1% | $1.75万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $26.39万 | 0.00% | 1,464 | 154 | 11.8% | $2.78万 | 加仓 |
| LPG | DORIAN LPG LTD | $26.45万 | 0.00% | 7,733 | -4,108 | -34.7% | -$14.05万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $26.47万 | 0.00% | 650 | -360 | -35.6% | -$14.66万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $26.49万 | 0.00% | 6,067 | 67 | 1.1% | $2,925 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $26.55万 | 0.00% | 6,549 | 2,025 | 44.8% | $8.21万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $26.61万 | 0.00% | 9,881 | 698 | 7.6% | $1.88万 | 加仓 |
| ACWI | ISHARES TR | $26.72万 | 0.00% | 1,931 | 824 | 74.4% | $11.40万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $26.80万 | 0.00% | 3,561 | -572 | -13.8% | -$4.30万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $26.82万 | 0.00% | 6,526 | 1,178 | 22.0% | $4.84万 | 加仓 |
| LII | LENNOX INTL INC | $26.87万 | 0.00% | 579 | 6 | 1.0% | $2,784 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $26.94万 | 0.00% | 5,667 | -886 | -13.5% | -$4.21万 | 减仓 |
| — | ISHARES ETHEREUM TR | $26.96万 | 0.00% | 17,029 | -4,107 | -19.4% | -$6.50万 | 减仓 |
| STE | STERIS PLC | $26.96万 | 0.00% | 1,219 | -2,877 | -70.2% | -$63.62万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.96万 | 0.00% | 3,740 | 1,633 | 77.5% | $11.77万 | 加仓 |
| CG | CARLYLE GROUP INC | $26.98万 | 0.00% | 5,576 | 5,576 | — | $26.98万 | 新建仓 |
| ROL | ROLLINS INC | $26.99万 | 0.00% | 5,053 | 284 | 6.0% | $1.52万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $26.99万 | 0.00% | 6,469 | 273 | 4.4% | $1.14万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $27.11万 | 0.00% | 12,637 | 1,683 | 15.4% | $3.61万 | 加仓 |
| CART | MAPLEBEAR INC | $27.11万 | 0.00% | 7,238 | 7,238 | — | $27.11万 | 新建仓 |
| RY | ROYAL BK CDA | $27.14万 | 0.00% | 1,678 | 108 | 6.9% | $1.75万 | 加仓 |
| IR | INGERSOLL RAND INC | $27.16万 | 0.00% | 3,390 | 483 | 16.6% | $3.87万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $27.23万 | 0.00% | 3,985 | 520 | 15.0% | $3.55万 | 加仓 |
| ICOW | PACER FDS TR | $27.25万 | 0.00% | 6,420 | 4,410 | 219.4% | $18.72万 | 加仓 |