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 |
|---|---|---|---|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP | $73.99万 | 0.00% | 5,649 | 78 | 1.4% | $1.02万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $74.22万 | 0.00% | 14,068 | -1,869 | -11.7% | -$9.86万 | 减仓 |
| UNM | UNUM GROUP | $74.35万 | 0.00% | 10,180 | 51 | 0.5% | $3,725 | 加仓 |
| KN | KNOWLES CORP | $74.49万 | 0.00% | 29,006 | 3,117 | 12.0% | $8.00万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $74.63万 | 0.00% | 16,199 | 1,849 | 12.9% | $8.52万 | 加仓 |
| DHI | D R HORTON INC | $74.88万 | 0.00% | 5,457 | 391 | 7.7% | $5.36万 | 加仓 |
| VTR | VENTAS INC | $74.97万 | 0.00% | 9,168 | 2,455 | 36.6% | $20.08万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $75.17万 | 0.00% | 4,030 | 473 | 13.3% | $8.82万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $75.19万 | 0.00% | 36,195 | 1,308 | 3.7% | $2.72万 | 加仓 |
| NGG | NATIONAL GRID PLC | $76.11万 | 0.00% | 8,997 | -1,783 | -16.5% | -$15.08万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $76.14万 | 0.00% | 4,114 | -194,786 | -97.9% | -$3,605.15万 | 减仓 |
| ZTS | ZOETIS INC | $76.34万 | 0.00% | 6,456 | -138,075 | -95.5% | -$1,632.76万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $76.47万 | 0.00% | 1,264 | 62 | 5.2% | $3.75万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $76.48万 | 0.00% | 22,735 | -2,555 | -10.1% | -$8.60万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $76.82万 | 0.00% | 5,306 | 5,306 | — | $76.82万 | 新建仓 |
| PAAA | PGIM ETF TR | $77.17万 | 0.00% | 15,077 | 14,266 | 1,759.1% | $73.01万 | 重新持有 |
| SFD | SMITHFIELD FOODS INC | $77.28万 | 0.00% | 27,628 | 27,628 | — | $77.28万 | 新建仓 |
| SAP | SAP SE | $77.32万 | 0.00% | 4,516 | 219 | 5.1% | $3.75万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $77.35万 | 0.00% | 2,641 | -417 | -13.6% | -$12.21万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $77.46万 | 0.00% | 13,742 | 700 | 5.4% | $3.95万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $77.64万 | 0.00% | 1,828 | 168 | 10.1% | $7.14万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $77.72万 | 0.00% | 12,025 | 12,025 | — | $77.72万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $78.35万 | 0.00% | 27,020 | -40 | -0.1% | -$1,160 | 减仓 |
| IVES | WEDBUSH SER TR | $78.46万 | 0.00% | 27,654 | 13,331 | 93.1% | $37.82万 | 加仓 |
| SGOL | ETFS GOLD TR | $78.48万 | 0.00% | 17,589 | 499 | 2.9% | $2.23万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $78.67万 | 0.00% | 35,137 | -4,555 | -11.5% | -$10.20万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $79.48万 | 0.00% | 15,796 | -590 | -3.6% | -$2.97万 | 减仓 |
| USRT | ISHARES TR | $79.99万 | 0.00% | 13,513 | 1,381 | 11.4% | $8.17万 | 加仓 |
| CSGP | COSTAR GROUP INC | $80.00万 | 0.00% | 19,831 | -4,681 | -19.1% | -$18.88万 | 减仓 |
| CTVA | CORTEVA INC | $80.27万 | 0.00% | 9,589 | -125 | -1.3% | -$1.05万 | 减仓 |
| EBAY | EBAY INC. | $80.47万 | 0.00% | 8,840 | -99,499 | -91.8% | -$905.74万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $80.48万 | 0.00% | 4,519 | 638 | 16.4% | $11.36万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $80.57万 | 0.00% | 13,331 | 806 | 6.4% | $4.87万 | 加仓 |
| WPC | WP CAREY INC | $80.74万 | 0.00% | 11,880 | 836 | 7.6% | $5.68万 | 加仓 |
| WELL | WELLTOWER INC | $81.10万 | 0.00% | 4,102 | 631 | 18.2% | $12.48万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $81.14万 | 0.00% | 17,009 | 4,663 | 37.8% | $22.24万 | 加仓 |
| ECL | ECOLAB INC | $82.77万 | 0.00% | 3,112 | 107 | 3.6% | $2.85万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $82.96万 | 0.00% | 2,811 | -158 | -5.3% | -$4.66万 | 减仓 |
| MGV | VANGUARD WORLD FD | $83.03万 | 0.00% | 5,728 | 796 | 16.1% | $11.54万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $83.34万 | 0.00% | 1,186 | -99 | -7.7% | -$6.96万 | 重新持有 |
| IXN | ISHARES TR | $83.34万 | 0.00% | 8,336 | -317 | -3.7% | -$3.17万 | 减仓 |
| VHT | VANGUARD WORLD FD | $83.53万 | 0.00% | 3,067 | 1,467 | 91.7% | $39.95万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $83.58万 | 0.00% | 15,661 | 2,139 | 15.8% | $11.42万 | 加仓 |
| EVRG | EVERGY INC | $83.71万 | 0.00% | 10,218 | 1,980 | 24.0% | $16.22万 | 加仓 |
| MUSA | MURPHY USA INC | $83.93万 | 0.00% | 1,699 | 161 | 10.5% | $7.95万 | 加仓 |
| FN | FABRINET | $84.25万 | 0.00% | 1,616 | 148 | 10.1% | $7.72万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $84.59万 | 0.00% | 33,107 | 953 | 3.0% | $2.43万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $84.95万 | 0.00% | 47,749 | 3,807 | 8.7% | $6.77万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $85.03万 | 0.00% | 8,958 | 844 | 10.4% | $8.01万 | 加仓 |
| JNK | SPDR SERIES TRUST | $85.16万 | 0.00% | 8,896 | 3,914 | 78.6% | $37.47万 | 加仓 |
| VEEV | VEEVA SYS INC | $85.67万 | 0.00% | 4,877 | -1,299 | -21.0% | -$22.82万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $85.70万 | 0.00% | 6,749 | 6,749 | — | $85.70万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $85.79万 | 0.00% | 12,631 | 12,246 | 3,180.8% | $83.18万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $85.85万 | 0.00% | 5,569 | 1,232 | 28.4% | $18.99万 | 加仓 |
| CLX | CLOROX CO DEL | $86.72万 | 0.00% | 8,368 | 1,687 | 25.3% | $17.48万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $86.84万 | 0.00% | 2,856 | 2,157 | 308.6% | $65.59万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $86.85万 | 0.00% | 17,408 | -5,077 | -22.6% | -$25.33万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $86.87万 | 0.00% | 17,916 | 56 | 0.3% | $2,715 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $87.53万 | 0.00% | 11,844 | 218 | 1.9% | $1.61万 | 加仓 |
| UL | UNILEVER PLC | $87.64万 | 0.00% | 15,384 | 3,771 | 32.5% | $21.48万 | 加仓 |
| BILS | SPDR SERIES TRUST | $87.66万 | 0.00% | 8,816 | 7,456 | 548.2% | $74.14万 | 加仓 |
| DXCM | DEXCOM INC | $87.68万 | 0.00% | 13,962 | -72 | -0.5% | -$4,522 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $87.81万 | 0.00% | 11,577 | 4,134 | 55.5% | $31.36万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $87.94万 | 0.00% | 21,522 | -1,954 | -8.3% | -$7.98万 | 减仓 |
| — | ELEVATION SERIES TRUST | $88.25万 | 0.00% | 112,448 | 535 | 0.5% | $4,199 | 加仓 |
| WMB | WILLIAMS COS INC | $88.32万 | 0.00% | 12,135 | 447 | 3.8% | $3.25万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $88.33万 | 0.00% | 1,988 | -2,254 | -53.1% | -$100.14万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $88.96万 | 0.00% | 18,658 | -123 | -0.7% | -$5,865 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $89.07万 | 0.00% | 18,887 | 2,264 | 13.6% | $10.68万 | 加仓 |
| DOW | DOW HLDGS INC | $89.24万 | 0.00% | 21,426 | -946 | -4.2% | -$3.94万 | 减仓 |
| PRCH | PORCH GROUP INC | $89.34万 | 0.00% | 124,609 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $89.46万 | 0.00% | 2,492 | 389 | 18.5% | $13.96万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $89.76万 | 0.00% | 28,704 | 3,656 | 14.6% | $11.43万 | 加仓 |
| GM | GENERAL MTRS CO | $90.20万 | 0.00% | 12,107 | 748 | 6.6% | $5.57万 | 加仓 |
| MTB | M & T BK CORP | $90.22万 | 0.00% | 4,364 | 2,174 | 99.3% | $44.94万 | 加仓 |
| EDV | VANGUARD WORLD FD | $90.81万 | 0.00% | 13,981 | -1,415 | -9.2% | -$9.19万 | 减仓 |
| IBHG | ISHARES TR | $90.90万 | 0.00% | 41,078 | -2,965 | -6.7% | -$6.56万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $91.00万 | 0.00% | 6,353 | 1,145 | 22.0% | $16.40万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $91.06万 | 0.00% | 84,788 | 770 | 0.9% | $8,270 | 加仓 |
| IUSG | ISHARES TR | $92.48万 | 0.01% | 5,962 | -20,755 | -77.7% | -$321.93万 | 减仓 |
| PWR | QUANTA SVCS INC | $92.60万 | 0.01% | 1,687 | 432 | 34.4% | $23.71万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $92.95万 | 0.01% | 28,355 | 22,045 | 349.4% | $72.26万 | 加仓 |
| CCJ | CAMECO CORP | $93.23万 | 0.01% | 8,584 | 48 | 0.6% | $5,213 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $93.61万 | 0.01% | 7,487 | 4,755 | 174.0% | $59.45万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $93.83万 | 0.01% | 4,656 | 543 | 13.2% | $10.94万 | 加仓 |
| NUE | NUCOR CORP | $94.45万 | 0.01% | 5,585 | 565 | 11.3% | $9.56万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $94.50万 | 0.01% | 10,028 | 419 | 4.4% | $3.95万 | 加仓 |
| TMFC | RBB FD INC | $94.71万 | 0.01% | 14,357 | -6,191 | -30.1% | -$40.84万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $94.73万 | 0.01% | 7,442 | 3,935 | 112.2% | $50.09万 | 加仓 |
| — | SPDR SERIES TRUST | $95.53万 | 0.01% | 38,083 | 38,083 | — | $95.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $95.68万 | 0.01% | 25,022 | -2,040 | -7.5% | -$7.80万 | 减仓 |
| TSN | TYSON FOODS INC | $95.82万 | 0.01% | 14,954 | 7,589 | 103.0% | $48.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $95.96万 | 0.01% | 34,786 | -4,117 | -10.6% | -$11.36万 | 减仓 |
| TLH | ISHARES TR | $96.40万 | 0.01% | 9,571 | -5,800 | -37.7% | -$58.42万 | 减仓 |
| FALN | ISHARES TR | $96.49万 | 0.01% | 36,110 | -64,688 | -64.2% | -$172.85万 | 减仓 |
| — | TIDAL TRUST I | $96.51万 | 0.01% | 22,870 | -26 | -0.1% | -$1,097 | 减仓 |
| TRMB | TRIMBLE INC | $96.85万 | 0.01% | 14,848 | 8,281 | 126.1% | $54.02万 | 加仓 |
| URI | UNITED RENTALS INC | $96.94万 | 0.01% | 1,330 | 88 | 7.1% | $6.41万 | 加仓 |
| R | RYDER SYS INC | $97.38万 | 0.01% | 4,757 | -174,427 | -97.3% | -$3,570.55万 | 减仓 |
| XT | ISHARES TR | $98.07万 | 0.01% | 14,390 | 275 | 1.9% | $1.87万 | 加仓 |