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 |
|---|---|---|---|---|---|---|---|---|
| DINO | HF SINCLAIR CORP | $27.27万 | 0.00% | 4,371 | 4,371 | — | $27.27万 | 新建仓 |
| WAT | WATERS CORP | $27.31万 | 0.00% | 917 | 917 | — | $27.31万 | 新建仓 |
| IGIB | ISHARES TR | $27.35万 | 0.00% | 5,139 | -398 | -7.2% | -$2.12万 | 减仓 |
| MSCI | MSCI INC | $27.40万 | 0.00% | 508 | -1,488 | -74.5% | -$80.26万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $27.43万 | 0.00% | 8,793 | 65 | 0.7% | $2,027 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.44万 | 0.00% | 1,688 | 273 | 19.3% | $4.44万 | 加仓 |
| GRMN | GARMIN LTD | $27.53万 | 0.00% | 1,187 | 149 | 14.4% | $3.46万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $27.53万 | 0.00% | 4,038 | 595 | 17.3% | $4.06万 | 加仓 |
| — | SPDR SERIES TRUST | $27.53万 | 0.00% | 983 | 424 | 75.8% | $11.88万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $27.54万 | 0.00% | 7,591 | 238 | 3.2% | $8,633 | 加仓 |
| EPS | WISDOMTREE TR | $27.60万 | 0.00% | 4,052 | -4,868 | -54.6% | -$33.16万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $27.64万 | 0.00% | 13,238 | 486 | 3.8% | $1.01万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $27.68万 | 0.00% | 5,190 | 3,346 | 181.5% | $17.84万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $27.69万 | 0.00% | 5,650 | 5,650 | — | $27.69万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $27.70万 | 0.00% | 4,902 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $27.73万 | 0.00% | 4,005 | -666 | -14.3% | -$4.61万 | 重新持有 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $27.81万 | 0.00% | 4,144 | -1,094 | -20.9% | -$7.34万 | 减仓 |
| ICF | ISHARES TR | $27.88万 | 0.00% | 4,505 | -363 | -7.5% | -$2.25万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $27.93万 | 0.00% | 1,767 | -157 | -8.2% | -$2.48万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $27.95万 | 0.00% | 6,023 | 1,036 | 20.8% | $4.81万 | 加仓 |
| HAS | HASBRO INC | $28.03万 | 0.00% | 2,994 | 2,994 | — | $28.03万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $28.05万 | 0.00% | 6,570 | 743 | 12.8% | $3.17万 | 加仓 |
| DDOG | DATADOG INC | $28.13万 | 0.00% | 2,383 | 2,383 | — | $28.13万 | 新建仓 |
| NE | NOBLE CORP PLC | $28.32万 | 0.00% | 5,772 | -2,486 | -30.1% | -$12.20万 | 重新持有 |
| NTAP | NETAPP INC | $28.34万 | 0.00% | 2,768 | 2,768 | — | $28.34万 | 新建仓 |
| NOBL | PROSHARES TR | $28.36万 | 0.00% | 2,676 | -533 | -16.6% | -$5.65万 | 减仓 |
| CYTK | CYTOKINETICS INC | $28.37万 | 0.00% | 4,305 | 909 | 26.8% | $5.99万 | 加仓 |
| OII | OCEANEERING INTL INC | $28.40万 | 0.00% | 8,008 | 8,008 | — | $28.40万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $28.47万 | 0.00% | 3,731 | 62 | 1.7% | $4,731 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $28.58万 | 0.00% | 10,855 | -18,326 | -62.8% | -$48.25万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $28.62万 | 0.00% | 1,142 | 1,142 | — | $28.62万 | 新建仓 |
| XSOE | WISDOMTREE TR | $28.70万 | 0.00% | 7,157 | -1,527 | -17.6% | -$6.12万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.74万 | 0.00% | 7,711 | 369 | 5.0% | $1.38万 | 加仓 |
| CDE | COEUR MNG INC | $28.74万 | 0.00% | 15,312 | -90,903 | -85.6% | -$170.62万 | 减仓 |
| HOPE | HOPE BANCORP INC | $28.77万 | 0.00% | 25,758 | 3,149 | 13.9% | $3.52万 | 加仓 |
| DSI | ISHARES TR | $28.87万 | 0.00% | 2,382 | -746 | -23.8% | -$9.04万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $28.91万 | 0.00% | 9,599 | 1,333 | 16.1% | $4.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.93万 | 0.00% | 7,482 | -2,359 | -24.0% | -$9.12万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $29.04万 | 0.00% | 15,132 | 1,085 | 7.7% | $2.08万 | 加仓 |
| SOLV | SOLVENTUM CORP | $29.05万 | 0.00% | 4,448 | -606 | -12.0% | -$3.96万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $29.09万 | 0.00% | 5,722 | -13,502 | -70.2% | -$68.64万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $29.13万 | 0.00% | 7,370 | 1,318 | 21.8% | $5.21万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $29.17万 | 0.00% | 252 | -91 | -26.5% | -$10.54万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $29.20万 | 0.00% | 6,073 | 33 | 0.5% | $1,587 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $29.34万 | 0.00% | 8,860 | 8,860 | — | $29.34万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $29.34万 | 0.00% | 14,216 | 15 | 0.1% | $310 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $29.42万 | 0.00% | 6,006 | -536 | -8.2% | -$2.63万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $29.47万 | 0.00% | 4,690 | 3,527 | 303.3% | $22.16万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $29.48万 | 0.00% | 42,423 | 18,235 | 75.4% | $12.67万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $29.51万 | 0.00% | 4,052 | 517 | 14.6% | $3.77万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $29.53万 | 0.00% | 6,518 | 536 | 9.0% | $2.43万 | 加仓 |
| FLNG | FLEX LNG LTD | $29.61万 | 0.00% | 9,967 | -93 | -0.9% | -$2,763 | 减仓 |
| URA | GLOBAL X FDS | $29.68万 | 0.00% | 6,129 | 4,756 | 346.4% | $23.03万 | 加仓 |
| ESGD | ISHARES TR | $29.73万 | 0.00% | 3,109 | 716 | 29.9% | $6.85万 | 加仓 |
| YOU | CLEAR SECURE INC | $29.76万 | 0.00% | 6,146 | 6,146 | — | $29.76万 | 新建仓 |
| — | WISDOMTREE TR | $29.78万 | 0.00% | 13,754 | -924 | -6.3% | -$2.00万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.81万 | 0.00% | 8,056 | 1,086 | 15.6% | $4.02万 | 加仓 |
| VPU | VANGUARD WORLD FD | $29.89万 | 0.00% | 1,509 | -570 | -27.4% | -$11.29万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $29.90万 | 0.00% | 2,969 | 2,969 | — | $29.90万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $30.15万 | 0.00% | 7,648 | -70 | -0.9% | -$2,759 | 减仓 |
| GPRE | GREEN PLAINS INC | $30.18万 | 0.00% | 18,346 | -12,992 | -41.5% | -$21.37万 | 减仓 |
| SHYG | ISHARES TR | $30.29万 | 0.00% | 7,159 | -4,769 | -40.0% | -$20.18万 | 减仓 |
| DASH | DOORDASH INC | $30.34万 | 0.00% | 2,020 | 270 | 15.4% | $4.05万 | 加仓 |
| CAMT | CAMTEK LTD | $30.34万 | 0.00% | 2,001 | -12 | -0.6% | -$1,819 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $30.44万 | 0.00% | 2,888 | 2,888 | — | $30.44万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $30.52万 | 0.00% | 2,351 | 2,351 | — | $30.52万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $30.56万 | 0.00% | 8,352 | 1,548 | 22.8% | $5.66万 | 加仓 |
| IQLT | ISHARES TR | $30.57万 | 0.00% | 6,612 | 1,653 | 33.3% | $7.64万 | 加仓 |
| BIIB | BIOGEN INC | $30.57万 | 0.00% | 1,667 | -47 | -2.7% | -$8,619 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $30.58万 | 0.00% | 15,530 | 15,530 | — | $30.58万 | 新建仓 |
| IBB | ISHARES TR | $30.60万 | 0.00% | 1,812 | 296 | 19.5% | $5.00万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $30.69万 | 0.00% | 15,375 | -3,045 | -16.5% | -$6.08万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $30.70万 | 0.00% | 4,392 | -15 | -0.3% | -$1,049 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $30.77万 | 0.00% | 6,300 | -137 | -2.1% | -$6,692 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.79万 | 0.00% | 11,640 | -320 | -2.7% | -$8,466 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $30.84万 | 0.00% | 11,216 | 1,103 | 10.9% | $3.03万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $30.84万 | 0.00% | 12,452 | 1,411 | 12.8% | $3.49万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $30.88万 | 0.00% | 2,987 | -11 | -0.4% | -$1,137 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $30.93万 | 0.00% | 14,279 | 1,506 | 11.8% | $3.26万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $31.05万 | 0.00% | 16,607 | 1,165 | 7.5% | $2.18万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $31.09万 | 0.00% | 9,285 | 6,603 | 246.2% | $22.11万 | 加仓 |
| DLS | WISDOMTREE TR | $31.12万 | 0.00% | 3,819 | 2,220 | 138.8% | $18.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.37万 | 0.00% | 12,208 | -32,891 | -72.9% | -$84.53万 | 减仓 |
| MC | MOELIS & CO | $31.43万 | 0.00% | 5,513 | 990 | 21.9% | $5.64万 | 加仓 |
| GDDY | GODADDY INC | $31.46万 | 0.00% | 3,805 | 2,178 | 133.9% | $18.01万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $31.47万 | 0.00% | 15,694 | 5,607 | 55.6% | $11.24万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.54万 | 0.00% | 14,869 | 14,869 | — | $31.54万 | 新建仓 |
| NEOG | NEOGEN CORP | $31.56万 | 0.00% | 33,968 | 3,023 | 9.8% | $2.81万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $31.61万 | 0.00% | 12,322 | -24,535 | -66.6% | -$62.93万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $31.66万 | 0.00% | 10,528 | -5,005 | -32.2% | -$15.05万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $31.73万 | 0.00% | 6,386 | -195 | -3.0% | -$9,689 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $31.78万 | 0.00% | 7,997 | 51 | 0.6% | $2,027 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $31.83万 | 0.00% | 6,891 | -10,980 | -61.4% | -$50.72万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $31.91万 | 0.00% | 12,592 | 12,195 | 3,071.8% | $30.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.92万 | 0.00% | 8,671 | -5 | -0.1% | -$184 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $31.96万 | 0.00% | 9,699 | 719 | 8.0% | $2.37万 | 加仓 |
| STXF | EA SERIES TRUST | $32.01万 | 0.00% | 7,627 | 92 | 1.2% | $3,861 | 加仓 |
| ICOP | ISHARES TR | $32.02万 | 0.00% | 6,730 | 6,730 | — | $32.02万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $32.44万 | 0.00% | 15,104 | 15,104 | — | $32.44万 | 新建仓 |
| EFAV | ISHARES TR | $32.50万 | 0.00% | 3,557 | 27 | 0.8% | $2,467 | 加仓 |