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 |
|---|---|---|---|---|---|---|---|---|
| CLM | CORNERSTONE STRATEGIC INVEST | $38.71万 | 0.00% | 53,167 | -18,736 | -26.1% | -$13.64万 | 减仓 |
| SNOW | SNOWFLAKE INC | $38.81万 | 0.00% | 2,573 | 914 | 55.1% | $13.79万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.99万 | 0.00% | 2,675 | 107 | 4.2% | $1.56万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $39.03万 | 0.00% | 6,913 | 1,805 | 35.3% | $10.19万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $39.09万 | 0.00% | 4,013 | 4,013 | — | $39.09万 | 新建仓 |
| AVNM | AMERICAN CENTY ETF TR | $39.17万 | 0.00% | 5,143 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $39.22万 | 0.00% | 2,663 | 349 | 15.1% | $5.14万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $39.30万 | 0.00% | 8,773 | -3,562 | -28.9% | -$15.96万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $39.42万 | 0.00% | 3,728 | 579 | 18.4% | $6.12万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $39.46万 | 0.00% | 1,115 | 484 | 76.7% | $17.13万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $39.57万 | 0.00% | 5,642 | -1,886 | -25.1% | -$13.23万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $39.60万 | 0.00% | 7,773 | 5,516 | 244.4% | $28.11万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $39.61万 | 0.00% | 2,282 | -9,698 | -81.0% | -$168.35万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $39.82万 | 0.00% | 2,942 | -243 | -7.6% | -$3.29万 | 减仓 |
| ACWV | ISHARES INC | $39.83万 | 0.00% | 3,333 | -51 | -1.5% | -$6,094 | 减仓 |
| RPM | RPM INTL INC | $39.88万 | 0.00% | 4,011 | 523 | 15.0% | $5.20万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $39.93万 | 0.00% | 3,592 | -5,753 | -61.6% | -$63.95万 | 减仓 |
| MGA | MAGNA INTL INC | $39.97万 | 0.00% | 7,162 | 1,970 | 37.9% | $10.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.98万 | 0.00% | 12,782 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $40.16万 | 0.00% | 25,290 | 3,273 | 14.9% | $5.20万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $40.45万 | 0.00% | 5,051 | 1,091 | 27.6% | $8.74万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $40.54万 | 0.00% | 5,960 | -5 | -0.1% | -$340 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.55万 | 0.00% | 12,809 | 2 | 0.0% | $63 | 加仓 |
| — | PROASSURANCE CORP | $40.66万 | 0.00% | 16,447 | 2,834 | 20.8% | $7.01万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.69万 | 0.00% | 12,438 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PALLADIUM ETF TRUST | $40.70万 | 0.00% | 3,021 | 1,236 | 69.2% | $16.65万 | 加仓 |
| PFF | ISHARES TR | $40.77万 | 0.00% | 13,445 | -8,146 | -37.7% | -$24.70万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $40.93万 | 0.00% | 7,107 | 958 | 15.6% | $5.52万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $40.97万 | 0.00% | 11,413 | 11,413 | — | $40.97万 | 新建仓 |
| SEIC | SEI INVTS CO | $41.02万 | 0.00% | 5,227 | 977 | 23.0% | $7.67万 | 加仓 |
| HRB | BLOCK H & R INC | $41.18万 | 0.00% | 12,974 | -1,323 | -9.3% | -$4.20万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $41.20万 | 0.00% | 11,130 | 1,645 | 17.3% | $6.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.56万 | 0.00% | 15,502 | -270 | -1.7% | -$7,238 | 减仓 |
| DG | DOLLAR GEN CORP | $41.67万 | 0.00% | 3,509 | 112 | 3.3% | $1.33万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $41.69万 | 0.00% | 8,708 | 719 | 9.0% | $3.44万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $41.74万 | 0.00% | 13,918 | 7,450 | 115.2% | $22.34万 | 加仓 |
| FICO | FAIR ISAAC CORP | $41.85万 | 0.00% | 392 | 141 | 56.2% | $15.05万 | 加仓 |
| CNM | CORE & MAIN INC | $41.99万 | 0.00% | 8,499 | 2,511 | 41.9% | $12.40万 | 加仓 |
| — | SPROTT FDS TR | $42.05万 | 0.00% | 7,105 | 2,118 | 42.5% | $12.53万 | 加仓 |
| IYZ | ISHARES TR | $42.08万 | 0.00% | 10,703 | -182,429 | -94.5% | -$717.31万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $42.16万 | 0.00% | 3,469 | 3,469 | — | $42.16万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $42.24万 | 0.00% | 17,738 | 220 | 1.3% | $5,238 | 加仓 |
| CSL | CARLISLE COS INC | $42.38万 | 0.00% | 1,270 | -1,117 | -46.8% | -$37.28万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $42.43万 | 0.00% | 2,877 | 652 | 29.3% | $9.62万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $42.46万 | 0.00% | 1,568 | -204 | -11.5% | -$5.52万 | 减仓 |
| TRS | TRIMAS CORP | $42.47万 | 0.00% | 11,815 | 939 | 8.6% | $3.38万 | 加仓 |
| XAR | SPDR SERIES TRUST | $42.66万 | 0.00% | 1,680 | -747 | -30.8% | -$18.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $42.70万 | 0.00% | 12,796 | 259 | 2.1% | $8,643 | 加仓 |
| TRNO | TERRENO RLTY CORP | $42.74万 | 0.00% | 6,959 | 2,300 | 49.4% | $14.13万 | 加仓 |
| EAT | BRINKER INTL INC | $42.87万 | 0.00% | 3,002 | 344 | 12.9% | $4.91万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $43.08万 | 0.00% | 4,673 | 510 | 12.3% | $4.70万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $43.13万 | 0.00% | 13,416 | -495 | -3.6% | -$1.59万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $43.35万 | 0.00% | 5,692 | 1,170 | 25.9% | $8.91万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $43.42万 | 0.00% | 3,930 | -720 | -15.5% | -$7.95万 | 减仓 |
| IWV | ISHARES TR | $43.75万 | 0.00% | 1,180 | 141 | 13.6% | $5.23万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $43.82万 | 0.00% | 5,788 | 2,404 | 71.0% | $18.20万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $43.86万 | 0.00% | 3,434 | -2,566 | -42.8% | -$32.77万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $43.87万 | 0.00% | 2,109 | -1,984 | -48.5% | -$41.27万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $43.87万 | 0.00% | 16,129 | 16,129 | — | $43.87万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $43.88万 | 0.00% | 19,652 | 2,701 | 15.9% | $6.03万 | 加仓 |
| SXI | STANDEX INTL CORP | $43.89万 | 0.00% | 1,722 | 109 | 6.8% | $2.78万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $44.04万 | 0.00% | 11,086 | 419 | 3.9% | $1.66万 | 加仓 |
| IUSV | ISHARES TR | $44.06万 | 0.00% | 4,310 | 1,351 | 45.7% | $13.81万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $44.27万 | 0.00% | 25,009 | 4,261 | 20.5% | $7.54万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $44.30万 | 0.00% | 18,207 | -2,739 | -13.1% | -$6.66万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.36万 | 0.00% | 13,096 | -60 | -0.5% | -$2,032 | 减仓 |
| USFR | WISDOMTREE TR | $44.55万 | 0.00% | 8,850 | -7,805 | -46.9% | -$39.29万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $44.58万 | 0.00% | 9,940 | 5,848 | 142.9% | $26.23万 | 加仓 |
| BKU | BANKUNITED INC | $44.65万 | 0.00% | 9,887 | 1,984 | 25.1% | $8.96万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $44.78万 | 0.00% | 3,312 | 380 | 13.0% | $5.14万 | 加仓 |
| USFD | US FOODS HLDG CORP | $44.90万 | 0.00% | 4,869 | 170 | 3.6% | $1.57万 | 加仓 |
| RMD | RESMED INC | $44.96万 | 0.00% | 2,003 | 2,003 | — | $44.96万 | 新建仓 |
| MMS | MAXIMUS INC | $45.07万 | 0.00% | 7,031 | 225 | 3.3% | $1.44万 | 加仓 |
| PRAA | PRA GROUP INC | $45.09万 | 0.00% | 25,765 | 25,765 | — | $45.09万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $45.20万 | 0.00% | 5,883 | -143 | -2.4% | -$1.10万 | 减仓 |
| WRB | BERKLEY W R CORP | $45.23万 | 0.00% | 6,825 | -197 | -2.8% | -$1.31万 | 减仓 |
| IEX | IDEX CORP | $45.36万 | 0.00% | 2,392 | -208 | -8.0% | -$3.94万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $45.38万 | 0.00% | 9,624 | 581 | 6.4% | $2.74万 | 加仓 |
| FSK | FS KKR CAP CORP | $45.39万 | 0.00% | 44,589 | -15,414 | -25.7% | -$15.69万 | 减仓 |
| — | ULTIMUS MANAGERS TR | $45.42万 | 0.00% | 16,173 | -6,657 | -29.2% | -$18.69万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $45.58万 | 0.00% | 20,015 | 3,367 | 20.2% | $7.67万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $45.61万 | 0.00% | 17,964 | -21,181 | -54.1% | -$53.78万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $45.65万 | 0.00% | 7,559 | 57 | 0.8% | $3,442 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $45.75万 | 0.00% | 2,988 | 1,293 | 76.3% | $19.80万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $45.77万 | 0.00% | 1,161 | 18 | 1.6% | $7,097 | 重新持有 |
| MUR | MURPHY OIL CORP | $45.82万 | 0.00% | 11,109 | 643 | 6.1% | $2.65万 | 加仓 |
| — | COTERRA ENERGY INC | $46.17万 | 0.00% | 13,140 | -8,310 | -38.7% | -$29.20万 | 减仓 |
| AES | AES CORP | $46.29万 | 0.00% | 32,851 | 3,092 | 10.4% | $4.36万 | 加仓 |
| EAGG | ISHARES TR | $46.32万 | 0.00% | 9,740 | 591 | 6.5% | $2.81万 | 加仓 |
| LAZ | LAZARD INC | $46.60万 | 0.00% | 10,972 | -351,332 | -97.0% | -$1,492.17万 | 减仓 |
| FULT | FULTON FINL CORP PA | $46.86万 | 0.00% | 23,036 | 1,530 | 7.1% | $3.11万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $46.89万 | 0.00% | 8,661 | 477 | 5.8% | $2.58万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $47.06万 | 0.00% | 10,174 | 18 | 0.2% | $833 | 加仓 |
| ING | ING GROEP N.V. | $47.07万 | 0.00% | 18,068 | 709 | 4.1% | $1.85万 | 加仓 |
| FFIV | F5 INC | $47.33万 | 0.00% | 1,636 | -666 | -28.9% | -$19.27万 | 减仓 |
| USHY | ISHARES TR | $47.42万 | 0.00% | 12,871 | 2,735 | 27.0% | $10.08万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $47.54万 | 0.00% | 17,941 | 6,377 | 55.1% | $16.90万 | 加仓 |
| BE | BLOOM ENERGY CORP | $47.67万 | 0.00% | 3,518 | 519 | 17.3% | $7.03万 | 加仓 |
| VSTS | VESTIS CORPORATION | $47.67万 | 0.00% | 60,653 | 29,996 | 97.8% | $23.58万 | 加仓 |
| ABNB | AIRBNB INC | $47.70万 | 0.00% | 3,777 | 555 | 17.2% | $7.01万 | 加仓 |