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
— INNOVATOR ETFS TRUST $00.00%0 -333-100.0% -$1.11万 清仓
CAML PROFESIONALLY MANAGED PORTFO $00.00%0 -284-100.0% -$1.08万 清仓
— SPDR SERIES TRUST $00.00%0 —— — 申报中断
— NORTHERN LTS FD TR IV $00.00%0 —— — 申报中断
— GLOBAL X FDS $00.00%0 -460-100.0% -$1.01万 清仓
— VANECK ETF TRUST $00.00%0 -418-100.0% -$9,146 清仓
CSMD PROFESIONALLY MANAGED PORTFO $00.00%0 -269-100.0% -$8,506 清仓
MMIN NEW YORK LIFE INVTS ACTIVE E $00.00%0 -355-100.0% -$8,499 清仓
— NORTHERN LTS FD TR IV $00.00%0 -309-100.0% -$8,148 清仓
— ANGEL OAK FUNDS TRUST $00.00%0 -620-100.0% -$6,882 清仓
— MEREO BIOPHARMA GROUP PLC $00.00%0 -12,563-100.0% -$5,235 清仓
TECL DIREXION SHS ETF TR $00.00%0 -42-100.0% -$4,935 清仓
— ARK ETF TR $00.00%0 -200-100.0% -$4,468 清仓
— INNOVATOR ETFS TRUST $00.00%0 -157-100.0% -$3,761 清仓
— INNOVATOR ETFS TRUST $00.00%0 -144-100.0% -$3,588 清仓
— FRANKLIN TEMPLETON ETF TR $00.00%0 -71-100.0% -$2,945 清仓
FLIN FRANKLIN TEMPLETON ETF TR $00.00%0 -76-100.0% -$2,932 清仓
SPY SPDR S&P 500 ETF TR 看跌期权 $00.00%0 -400-100.0% -$2,875 清仓
— INNOVATOR ETFS TRUST $00.00%0 -94-100.0% -$2,251 清仓
SHE SPDR SERIES TRUST $00.00%0 -17-100.0% -$2,245 清仓
PID INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
LQDH ISHARES U S ETF TR $00.00%0 -23-100.0% -$2,147 清仓
— AMPLIFY ETF TR $00.00%0 -140-100.0% -$1,932 清仓
— TIDAL TRUST II $00.00%0 -56-100.0% -$1,890 清仓
— TIDAL TRUST II $00.00%0 -53-100.0% -$1,802 清仓
SOXL DIREXION SHS ETF TR $00.00%0 —— — 申报中断
— INVESCO EXCH TRADED FD TR II $00.00%0 -90-100.0% -$1,624 清仓
— ETFIS SER TR I $00.00%0 -41-100.0% -$1,583 清仓
TDTT FLEXSHARES TR $00.00%0 -65-100.0% -$1,564 清仓
— GLOBAL X FDS $00.00%0 -51-100.0% -$1,501 清仓
— VANGUARD MALVERN FDS $00.00%0 -18-100.0% -$1,369 清仓
EWA ISHARES INC $00.00%0 —— — 申报中断
— GLOBAL X FDS $00.00%0 -35-100.0% -$1,112 清仓
— EA SERIES TRUST $00.00%0 -31-100.0% -$975 清仓
IBMO ISHARES TR $00.00%0 -38-100.0% -$974 清仓
IBMQ ISHARES TR $00.00%0 -38-100.0% -$972 清仓
IBMR ISHARES TR $00.00%0 -38-100.0% -$966 清仓
IBMP ISHARES TR $00.00%0 -38-100.0% -$965 清仓
— EA SERIES TRUST $00.00%0 -17-100.0% -$653 清仓
— WISDOMTREE TR $00.00%0 -16-100.0% -$446 清仓
— LISTED FDS TR $00.00%0 -13-100.0% -$314 清仓
— TIDAL TRUST II $00.00%0 -8-100.0% -$224 清仓
IBTK ISHARES TR $00.00%0 -8-100.0% -$161 清仓
— ETFIS SER TR I $00.00%0 -2-100.0% -$96 清仓
— SERIES PORTFOLIOS TR $00.00%0 -3-100.0% -$73 清仓
— TWO RDS SHARED TR $50.00%0 0— -$5 清仓
EMBD GLOBAL X FDS $80.00%0 0— -$8 清仓
LQTI FIRST TR EXCHANGE-TRADED FD $120.00%1 00.0% — 不变
CEMB ISHARES INC $130.00%0 0— — 清仓
BUG GLOBAL X FDS $140.00%1 -823-99.9% -$1.15万 减仓
PSP INVESCO EXCHANGE TRADED FD T $150.00%0 -77-100.0% -$5,165 清仓
RWX SPDR INDEX SHS FDS $170.00%1 -52-98.1% -$884 减仓
— FIDELITY COVINGTON TRUST $180.00%0 0— -$18 清仓
— LISTED FDS TR $200.00%1 -2,352-100.0% -$4.70万 减仓
— LISTED FDS TR $220.00%1 00.0% — 不变
— TWO RDS SHARED TR $250.00%1 00.0% — 不变
— FIDELITY COVINGTON TRUST $270.00%1 00.0% — 不变
— TWO RDS SHARED TR $290.00%1 00.0% — 不变
— ETF OPPORTUNITIES TRUST $310.00%1 1— $31 新建仓
MEAR ISHARES U S ETF TR $420.00%1 00.0% — 不变
FLUD FRANKLIN TEMPLETON ETF TR $500.00%2 -110-98.2% -$2,750 减仓
— SIMPLIFY EXCHANGE TRADED FUN $570.00%6 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $720.00%4 00.0% — 不变
FLTB FIDELITY MERRIMACK STR TR $730.00%1 -62-98.4% -$4,526 减仓
OILK PROSHARES TR $730.00%1 00.0% — 不变
— LEGG MASON ETF INVT $880.00%2 2— $88 新建仓
FLCA FRANKLIN TEMPLETON ETF TR $980.00%2 00.0% — 不变
— FRANKLIN TEMPLETON ETF TR $1010.00%4 3300.0% $76 加仓
— COLLABORATIVE INVESTMNT SER $1150.00%5 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $1750.00%7 00.0% — 不变
URTH ISHARES INC $1780.00%1 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $1780.00%6 00.0% — 不变
— TIDAL TRUST II $1820.00%10 10— $182 新建仓
— ELEVATION SERIES TRUST $1870.00%6 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1910.00%7 00.0% — 不变
— PACER FDS TR $1910.00%4 00.0% — 不变
— PROSHARES TR $2110.00%6 00.0% — 不变
QMAR FIRST TR EXCHNG TRADED FD VI $2350.00%7 00.0% — 不变
— ANGEL OAK FUNDS TRUST $2420.00%28 28— $242 新建仓
— INVESCO EXCHANGE TRADED FD T $2490.00%7 -31-81.6% -$1,103 重新持有
FLRT PACER FDS TR $2780.00%6 6— $278 新建仓
— VANECK ETF TRUST $2880.00%10 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $2940.00%9 00.0% — 不变
— AMPLIFY ETF TR $3090.00%14 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $3560.00%13 00.0% — 不变
— NEOS ETF TRUST $3960.00%8 -680-98.8% -$3.37万 减仓
PALC PACER FDS TR $4140.00%8 -20-71.4% -$1,035 减仓
— WISDOMTREE TR $4170.00%15 00.0% — 不变
— EA SERIES TRUST $4280.00%16 00.0% — 不变
— PACER FDS TR $4320.00%8 8— $432 新建仓
BSVO EA SERIES TRUST $4570.00%18 00.0% — 不变
— NORTHERN LTS FD TR IV $4650.00%17 -101-85.6% -$2,763 减仓
— INVESCO EXCH TRADED FD TR II $4720.00%10 00.0% — 不变
— NORTHERN LTS FD TR IV $4960.00%15 -458-96.8% -$1.51万 减仓
— NORTHERN LTS FD TR IV $5090.00%16 -160-90.9% -$5,090 减仓
— ADVISORSHARES TR $5230.00%199 -1,270-86.5% -$3,338 减仓
JPEM J P MORGAN EXCHANGE TRADED F $5590.00%9 -37-80.4% -$2,298 减仓
— INNOVATOR ETFS TRUST $5690.00%20 00.0% — 不变
EMNT PIMCO ETF TR $5940.00%6 00.0% — 不变
SCIO FIRST TR EXCHANGE-TRADED FD $5990.00%29 29— $599 新建仓