13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.4%
AAPL 3.3%
MSFT 2.6%
VNLA 2.1%
IVV 1.9%
AMZN 1.8%
SPYG 1.6%
AVIG 1.5%
GOOGL 1.4%
AVGO 1.2%

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
FMB FIRST TR EXCH TRADED FD III $47.82万0.00%9,439 1,19614.5% $6.06万 加仓
FSLR FIRST SOLAR INC $48.05万0.00%2,436 1,273109.5% $25.11万 加仓
Q QNITY ELECTRONICS INC $48.07万0.00%4,166 3278.5% $3.77万 加仓
— DUPONT DE NEMOURS INC $48.14万0.00%10,509 7808.0% $3.57万 加仓
ON ON SEMICONDUCTOR CORP $48.29万0.00%7,799 -1,293-14.2% -$8.01万 减仓
NTSX WISDOMTREE TR $48.46万0.00%9,293 99612.0% $5.19万 加仓
GBCI GLACIER BANCORP INC NEW $48.63万0.00%10,887 5,762112.4% $25.74万 加仓
POWL POWELL INDS INC $48.65万0.00%899 20028.6% $10.82万 重新持有
AIZ ASSURANT INC $48.85万0.00%2,243 2,243— $48.85万 新建仓
PAAS PAN AMERN SILVER CORP $48.86万0.00%8,944 4,11085.0% $22.45万 加仓
THG HANOVER INS GROUP INC $49.03万0.00%2,828 1,10864.4% $19.21万 加仓
— ISHARES U S ETF TR $49.10万0.00%16,274 16,274— $49.10万 新建仓
— FIRST TR EXCHNG TRADED FD VI $49.12万0.00%15,035 00.0% — 不变
MOAT VANECK ETF TRUST $49.38万0.00%5,107 95723.1% $9.25万 加仓
VSAT VIASAT INC $49.44万0.00%10,794 -1,703-13.6% -$7.80万 减仓
LCTD BLACKROCK ETF TRUST $49.45万0.00%8,944 -247-2.7% -$1.37万 减仓
— APELLIS PHARMACEUTICALS INC $49.55万0.00%12,316 12,316— $49.55万 新建仓
AME AMETEK INC $49.56万0.00%2,311 27513.5% $5.90万 加仓
HELO J P MORGAN EXCHANGE TRADED F $49.60万0.00%7,761 2,69253.1% $17.21万 加仓
ORI OLD REP INTL CORP $49.64万0.00%12,442 -366,569-96.7% -$1,462.55万 减仓
RTO RENTOKIL INITIAL PLC $49.67万0.00%15,778 -227-1.4% -$7,146 减仓
NJR NEW JERSEY RES CORP $49.71万0.00%9,051 5947.0% $3.26万 加仓
— NEOS ETF TRUST $49.72万0.00%15,168 2,67121.4% $8.76万 加仓
ALGN ALIGN TECHNOLOGY INC $49.78万0.00%2,904 72833.5% $12.48万 加仓
HAWX ISHARES TR $49.85万0.00%12,192 -2,077-14.6% -$8.49万 减仓
— FIRST TR EXCH TRADED FD III $49.87万0.00%24,093 18,801355.3% $38.92万 加仓
FSS FEDERAL SIGNAL CORP $50.04万0.00%4,626 52912.9% $5.72万 加仓
NYT NEW YORK TIMES CO MTN BE $50.06万0.00%5,978 1,13923.5% $9.54万 加仓
FIX COMFORT SYS USA INC $50.07万0.00%363 -704-66.0% -$97.10万 减仓
— AIM ETF PRODUCTS TRUST $50.12万0.00%16,033 -8,587-34.9% -$26.84万 减仓
— EA SERIES TRUST $50.23万0.00%11,056 2,76033.3% $12.54万 加仓
FDS FACTSET RESH SYS INC $50.65万0.00%2,334 76448.7% $16.58万 加仓
— BLACKROCK ETF TRUST $50.66万0.00%17,664 17,664— $50.66万 新建仓
EQIX EQUINIX INC $50.89万0.00%519 17048.7% $16.67万 加仓
DAN DANA INC $50.90万0.00%15,125 3,25127.4% $10.94万 加仓
ARTY ISHARES TR $50.91万0.00%10,941 -19,882-64.5% -$92.51万 减仓
INSW INTERNATIONAL SEAWAYS INC $51.02万0.00%7,000 -1,112-13.7% -$8.10万 减仓
BMAY INNOVATOR ETFS TRUST $51.02万0.00%11,369 -1,350-10.6% -$6.06万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $51.03万0.00%7,356 85613.2% $5.94万 加仓
VLY VALLEY NATL BANCORP $51.08万0.00%41,592 1,6294.1% $2.00万 加仓
GATX GATX CORP $51.41万0.00%3,010 2338.4% $3.98万 加仓
NXTG FIRST TR EXCHANGE-TRADED FD $51.41万0.00%4,593 -355-7.2% -$3.97万 减仓
EQL ALPS ETF TR $51.93万0.00%10,918 -576-5.0% -$2.74万 减仓
UTG REAVES UTIL INCOME FD $52.11万0.00%13,266 -3,452-20.6% -$13.56万 减仓
DJCO DAILY JOURNAL CORP $52.14万0.00%1,081 1,081— $52.14万 新建仓
— FIRST TR EXCHNG TRADED FD VI $52.14万0.00%15,574 -1,445-8.5% -$4.84万 减仓
CLS CELESTICA INC $52.14万0.00%1,851 84183.3% $23.69万 加仓
FISV FISERV INC $52.17万0.00%9,349 87510.3% $4.88万 加仓
QEFA SPDR INDEX SHS FDS $52.22万0.00%5,599 1,80047.4% $16.79万 加仓
CBOE CBOE GLOBAL MKTS INC $52.65万0.00%1,873 31720.4% $8.91万 加仓
PKG PACKAGING CORP AMER $52.83万0.00%2,490 1647.1% $3.48万 加仓
CRK COMSTOCK RES INC $52.84万0.00%25,065 -30-0.1% -$632 减仓
LMUB ISHARES TR $53.13万0.00%10,640 10,640— $53.13万 新建仓
SMTC SEMTECH CORP $53.19万0.00%6,917 98916.7% $7.60万 加仓
MISL FIRST TR EXCHANGE-TRADED FD $53.20万0.00%11,899 11,5293,115.9% $51.55万 加仓
BKR BAKER HUGHES COMPANY $53.57万0.00%8,775 -211-2.3% -$1.29万 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $53.70万0.00%7,616 2,73756.1% $19.30万 加仓
— NEOS ETF TRUST $53.70万0.00%9,443 9,443— $53.70万 新建仓
IYY ISHARES TR $53.75万0.00%3,392 -520-13.3% -$8.24万 减仓
— ISHARES TR $53.77万0.00%24,045 20,142516.1% $45.04万 加仓
SPBU AIM ETF PRODUCTS TRUST $53.98万0.00%19,868 3,44321.0% $9.35万 加仓
USIG ISHARES TR $54.23万0.00%10,586 -4,644-30.5% -$23.79万 减仓
REZ ISHARES TR $54.27万0.00%6,522 -349-5.1% -$2.90万 减仓
PB PROSPERITY BANCSHARES INC $54.28万0.00%8,081 1,44521.8% $9.71万 加仓
TYL TYLER TECHNOLOGIES INC $54.35万0.00%1,587 70379.5% $24.07万 加仓
ZALT INNOVATOR ETFS TRUST $54.40万0.00%16,758 2,33916.2% $7.59万 加仓
FXH FIRST TR EXCHANGE-TRADED FD $54.42万0.00%4,958 -191-3.7% -$2.10万 减仓
— TRI POINTE HOMES INC $54.59万0.00%11,682 -536,916-97.9% -$2,508.88万 减仓
SPXC SPX TECHNOLOGIES INC $54.64万0.00%2,733 44719.6% $8.94万 加仓
CHAT TIDAL TRUST II $54.69万0.00%8,842 1,14814.9% $7.10万 加仓
— EXCHANGE LISTED FDS TR $54.76万0.00%21,057 -5,472-20.6% -$14.23万 减仓
— INNOVATOR ETFS TRUST $54.85万0.00%18,581 2,54315.9% $7.51万 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $54.96万0.00%9,840 -364-3.6% -$2.03万 减仓
KRG KITE REALTY GROUP TRUST $55.06万0.00%22,429 230.1% $565 加仓
— INNOVATOR ETFS TRUST $55.16万0.00%18,833 2,48315.2% $7.27万 加仓
APO APOLLO GLOBAL MGMT INC $55.24万0.00%4,958 -9,259-65.1% -$103.16万 减仓
RGA REINSURANCE GROUP AMER INC $55.49万0.00%2,717 1766.9% $3.59万 加仓
ECHO ECHOSTAR CORP $55.49万0.00%4,740 79320.1% $9.28万 加仓
HYLS FIRST TR EXCHANGE-TRADED FD $55.51万0.00%13,684 -5,329-28.0% -$21.62万 减仓
MKC MCCORMICK & CO INC $55.51万0.00%11,006 7,935258.4% $40.02万 加仓
CGGR CAPITAL GROUP GROWTH ETF $55.68万0.00%13,855 6,06577.9% $24.38万 加仓
PRFD PIMCO ETF TR $55.69万0.00%10,992 -143-1.3% -$7,246 减仓
NLR VANECK ETF TRUST $55.93万0.00%4,199 89427.0% $11.91万 加仓
AON AON PLC $56.18万0.00%1,740 1358.4% $4.36万 加仓
IRM IRON MTN INC DEL $56.24万0.00%5,506 -2,739-33.2% -$27.98万 减仓
IQQQ PROSHARES TR $56.46万0.00%13,542 8,349160.8% $34.81万 加仓
IFRA ISHARES TR $56.47万0.00%9,872 1,77922.0% $10.18万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $56.50万0.00%29,832 -684-2.2% -$1.30万 减仓
NFG NATIONAL FUEL GAS CO $56.64万0.00%6,026 3977.1% $3.73万 加仓
ARM ARM HOLDINGS PLC $56.65万0.00%3,745 1,49966.7% $22.67万 加仓
VFH VANGUARD WORLD FD $56.85万0.00%4,706 -44,643-90.5% -$539.31万 减仓
BDEC INNOVATOR ETFS TRUST $56.92万0.00%11,858 900.8% $4,320 加仓
SON SONOCO PRODS CO $57.01万0.00%10,540 590.6% $3,191 加仓
IGV ISHARES TR $57.24万0.00%7,150 290.4% $2,321 加仓
IXC ISHARES TR $57.36万0.00%9,957 7,719344.9% $44.47万 加仓
JBL JABIL INC $57.44万0.00%2,162 46727.6% $12.41万 加仓
BWA BORGWARNER INC $57.68万0.00%10,629 -353-3.2% -$1.92万 减仓
DFIC DIMENSIONAL ETF TRUST $57.72万0.00%16,244 2,56518.8% $9.11万 加仓
PAG PENSKE AUTOMOTIVE GRP INC $57.82万0.00%3,867 2396.6% $3.57万 重新持有
SRVR PACER FDS TR $57.98万0.00%18,573 7,09561.8% $22.15万 加仓