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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $58.03万 | 0.00% | 5,325 | -19,208 | -78.3% | -$209.34万 | 减仓 |
| UGI | UGI CORP NEW | $58.09万 | 0.00% | 15,951 | 1,369 | 9.4% | $4.99万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $58.15万 | 0.00% | 532 | -1,035 | -66.0% | -$113.13万 | 减仓 |
| REMX | VANECK ETF TRUST | $58.27万 | 0.00% | 6,622 | 649 | 10.9% | $5.71万 | 加仓 |
| EMLC | VANECK ETF TRUST | $58.28万 | 0.00% | 23,210 | 2,398 | 11.5% | $6.02万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $58.31万 | 0.00% | 28,418 | 28,418 | — | $58.31万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $58.33万 | 0.00% | 20,298 | 592 | 3.0% | $1.70万 | 加仓 |
| XYZ | BLOCK INC | $58.34万 | 0.00% | 9,693 | 4,052 | 71.8% | $24.39万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.57万 | 0.00% | 7,800 | 1,759 | 29.1% | $13.21万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $58.61万 | 0.00% | 3,100 | 369 | 13.5% | $6.98万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $58.92万 | 0.00% | 10,767 | -147 | -1.3% | -$8,044 | 减仓 |
| TRP | TC ENERGY CORP | $58.92万 | 0.00% | 9,412 | 981 | 11.6% | $6.14万 | 加仓 |
| LONZ | PIMCO ETF TR | $59.05万 | 0.00% | 11,958 | -4,174 | -25.9% | -$20.61万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $59.24万 | 0.00% | 12,107 | 1,131 | 10.3% | $5.53万 | 加仓 |
| EME | EMCOR GROUP INC | $59.43万 | 0.00% | 805 | -103 | -11.3% | -$7.60万 | 减仓 |
| DLN | WISDOMTREE TR | $59.49万 | 0.00% | 6,660 | 129 | 2.0% | $1.15万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $59.51万 | 0.00% | 27,887 | -508,312 | -94.8% | -$1,084.73万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $59.55万 | 0.00% | 17,756 | -14,233 | -44.5% | -$47.74万 | 减仓 |
| AOM | ISHARES TR | $59.62万 | 0.00% | 12,586 | -605 | -4.6% | -$2.87万 | 减仓 |
| BRO | BROWN & BROWN INC | $59.68万 | 0.00% | 9,152 | -4,306 | -32.0% | -$28.08万 | 减仓 |
| EQT | EQT CORP | $60.15万 | 0.00% | 9,452 | 1,980 | 26.5% | $12.60万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $60.24万 | 0.00% | 2,026 | -7,474 | -78.7% | -$222.21万 | 减仓 |
| RBC | RBC BEARINGS INC | $60.34万 | 0.00% | 1,111 | 267 | 31.6% | $14.50万 | 加仓 |
| SCZ | ISHARES TR | $60.38万 | 0.00% | 7,701 | 1,120 | 17.0% | $8.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $60.56万 | 0.00% | 20,732 | 2,798 | 15.6% | $8.17万 | 加仓 |
| ICSH | ISHARES TR | $60.57万 | 0.00% | 11,966 | -2,247 | -15.8% | -$11.37万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $60.57万 | 0.00% | 26,886 | -23,920 | -47.1% | -$53.89万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $61.20万 | 0.00% | 10,143 | -428 | -4.0% | -$2.58万 | 减仓 |
| HYDB | ISHARES TR | $61.63万 | 0.00% | 13,249 | 4,806 | 56.9% | $22.36万 | 加仓 |
| CATH | GLOBAL X FDS | $61.88万 | 0.00% | 7,918 | 27 | 0.3% | $2,110 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $62.03万 | 0.00% | 5,781 | 5,379 | 1,338.1% | $57.71万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $62.69万 | 0.00% | 12,107 | -157 | -1.3% | -$8,130 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $62.74万 | 0.00% | 27,564 | -1,049 | -3.7% | -$2.39万 | 减仓 |
| FAST | FASTENAL CO | $62.80万 | 0.00% | 13,534 | 1,479 | 12.3% | $6.86万 | 加仓 |
| CAVA | CAVA GROUP INC | $63.05万 | 0.00% | 7,793 | 1,971 | 33.9% | $15.95万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $63.21万 | 0.00% | 13,525 | 2,596 | 23.8% | $12.13万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $63.40万 | 0.00% | 28,689 | 3,911 | 15.8% | $8.64万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $63.43万 | 0.00% | 3,828 | 371 | 10.7% | $6.15万 | 加仓 |
| — | SILA REALTY TRUST INC | $63.56万 | 0.00% | 26,842 | -1,371 | -4.9% | -$3.25万 | 减仓 |
| NXT | NEXTPOWER INC | $63.64万 | 0.00% | 5,279 | 1,116 | 26.8% | $13.45万 | 加仓 |
| IXJ | ISHARES TR | $63.76万 | 0.00% | 6,816 | 736 | 12.1% | $6.89万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $63.78万 | 0.00% | 10,257 | 10,257 | — | $63.78万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $63.95万 | 0.00% | 17,753 | 1,002 | 6.0% | $3.61万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $64.34万 | 0.00% | 3,422 | -175 | -4.9% | -$3.29万 | 减仓 |
| AEE | AMEREN CORP | $64.43万 | 0.00% | 5,861 | 1,235 | 26.7% | $13.58万 | 加仓 |
| COMT | ISHARES U S ETF TR | $64.53万 | 0.00% | 19,086 | 4,172 | 28.0% | $14.11万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $64.63万 | 0.00% | 3,590 | 97 | 2.8% | $1.75万 | 加仓 |
| ILMN | ILLUMINA INC | $64.77万 | 0.00% | 5,255 | -17,244 | -76.6% | -$212.54万 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $64.80万 | 0.00% | 17,916 | -1,553 | -8.0% | -$5.62万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $64.82万 | 0.00% | 8,912 | -315 | -3.4% | -$2.29万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $65.13万 | 0.00% | 19,904 | 19,782 | 16,214.8% | $64.73万 | 加仓 |
| BURL | BURLINGTON STORES INC | $65.18万 | 0.00% | 2,003 | 167 | 9.1% | $5.43万 | 加仓 |
| COWG | PACER FDS TR | $65.25万 | 0.00% | 19,339 | 3,844 | 24.8% | $12.97万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $65.27万 | 0.00% | 8,462 | 4,911 | 138.3% | $37.88万 | 加仓 |
| AMCR | AMCOR PLC | $65.69万 | 0.00% | 16,526 | 16,526 | — | $65.69万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $65.86万 | 0.00% | 3,151 | 227 | 7.8% | $4.74万 | 加仓 |
| HEFA | ISHARES TR | $66.87万 | 0.00% | 15,736 | -98 | -0.6% | -$4,165 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $66.89万 | 0.00% | 1,084 | -395 | -26.7% | -$24.37万 | 减仓 |
| RKLB | ROCKET LAB CORP | $66.99万 | 0.00% | 10,431 | 2,950 | 39.4% | $18.94万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $66.99万 | 0.00% | 3,287 | -87 | -2.6% | -$1.77万 | 减仓 |
| RIO | RIO TINTO PLC | $67.35万 | 0.00% | 7,219 | -2,821 | -28.1% | -$26.32万 | 减仓 |
| MKSI | MKS INC. | $67.37万 | 0.00% | 2,931 | 329 | 12.6% | $7.56万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $67.67万 | 0.00% | 17,423 | -500 | -2.8% | -$1.94万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $67.71万 | 0.00% | 2,718 | 298 | 12.3% | $7.42万 | 加仓 |
| IJK | ISHARES TR | $67.86万 | 0.00% | 6,745 | 1,685 | 33.3% | $16.95万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $67.91万 | 0.00% | 3,464 | 259 | 8.1% | $5.08万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $68.24万 | 0.00% | 19,222 | 994 | 5.5% | $3.53万 | 加仓 |
| RING | ISHARES INC | $68.76万 | 0.00% | 8,707 | 6,282 | 259.1% | $49.61万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $69.13万 | 0.00% | 6,303 | 1,593 | 33.8% | $17.47万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $69.27万 | 0.00% | 22,374 | 1,074 | 5.0% | $3.32万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $69.35万 | 0.00% | 27,700 | 27,527 | 15,911.6% | $68.91万 | 加仓 |
| AOA | ISHARES TR | $69.49万 | 0.00% | 7,853 | 85 | 1.1% | $7,522 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $69.58万 | 0.00% | 10,496 | 10,496 | — | $69.58万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $69.62万 | 0.00% | 5,033 | -1,409 | -21.9% | -$19.49万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $69.91万 | 0.00% | 18,607 | 1,147 | 6.6% | $4.31万 | 加仓 |
| KNF | KNIFE RIVER CORP | $69.94万 | 0.00% | 8,566 | 5,112 | 148.0% | $41.74万 | 加仓 |
| REET | ISHARES TR | $70.27万 | 0.00% | 27,942 | 702 | 2.6% | $1.77万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $70.29万 | 0.00% | 17,585 | 5,738 | 48.4% | $22.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $70.39万 | 0.00% | 24,316 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $70.42万 | 0.00% | 7,275 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $70.48万 | 0.00% | 11,915 | 884 | 8.0% | $5.23万 | 加仓 |
| SDY | SPDR SERIES TRUST | $70.57万 | 0.00% | 4,835 | -107 | -2.2% | -$1.56万 | 减仓 |
| ROST | ROSS STORES INC | $70.85万 | 0.00% | 3,271 | 729 | 28.7% | $15.79万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $70.88万 | 0.00% | 31,899 | 21,887 | 218.6% | $48.63万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $70.93万 | 0.00% | 14,637 | 1,721 | 13.3% | $8.34万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $70.97万 | 0.00% | 4,513 | 1,584 | 54.1% | $24.91万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $71.47万 | 0.00% | 20,686 | 17,164 | 487.3% | $59.30万 | 加仓 |
| RL | RALPH LAUREN CORP | $71.48万 | 0.00% | 2,078 | 435 | 26.5% | $14.96万 | 加仓 |
| GWW | WW GRAINGER INC | $71.87万 | 0.00% | 659 | -55 | -7.7% | -$6.00万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.08万 | 0.00% | 28,129 | -544 | -1.9% | -$1.39万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $72.18万 | 0.00% | 4,837 | 1,638 | 51.2% | $24.44万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $72.27万 | 0.00% | 8,762 | 535 | 6.5% | $4.41万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $72.39万 | 0.00% | 12,855 | 2,869 | 28.7% | $16.16万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $72.62万 | 0.00% | 4,571 | 1,044 | 29.6% | $16.59万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $72.68万 | 0.00% | 3,429 | -723 | -17.4% | -$15.32万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.79万 | 0.00% | 26,703 | 9,431 | 54.6% | $25.71万 | 加仓 |
| CCI | CROWN CASTLE INC | $72.93万 | 0.00% | 8,969 | 702 | 8.5% | $5.71万 | 加仓 |
| EFX | EQUIFAX INC | $72.97万 | 0.00% | 4,053 | 628 | 18.3% | $11.31万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $73.62万 | 0.00% | 23,000 | 1,058 | 4.8% | $3.39万 | 加仓 |
| IYR | ISHARES TR | $73.96万 | 0.00% | 7,821 | 2,745 | 54.1% | $25.96万 | 加仓 |