AE Wealth Management LLC
TOPEKA KS · SEC CIK 0001697723
$214.55亿2026Q2 申报市值
2,654持仓数
21.2%前十大占比 · 第一大 3.6%
210 / 178新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SIXD 加仓+$1.54亿
MAYW 加仓+$1.29亿
SPYM 加仓+$1.04亿
MAYT 加仓+$1.03亿
JUNW 加仓+$9,341.57万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1.70亿
AIM ETF PRODUCTS 减仓-$1.40亿
AIM ETF PRODUCTS 减仓-$1.37亿
OCTW 减仓-$8,993.76万
AIM ETF PRODUCTS 减仓-$7,211.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVNM | AMERICAN CENTY ETF TR | $95.43万 | 0.00% | 11,584 | 6,441 | 125.2% | $53.06万 | 加仓 |
| — | ISHARES TR | $95.56万 | 0.00% | 42,851 | 18,806 | 78.2% | $41.94万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $95.93万 | 0.00% | 6,339 | 1,826 | 40.5% | $27.63万 | 加仓 |
| CSGP | COSTAR GROUP INC | $95.99万 | 0.00% | 33,896 | 14,065 | 70.9% | $39.83万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $96.22万 | 0.00% | 2,749 | -2,196 | -44.4% | -$76.86万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $96.55万 | 0.00% | 18,465 | -193 | -1.0% | -$1.01万 | 减仓 |
| BP | BP PLC | $96.66万 | 0.00% | 26,159 | -1,352 | -4.9% | -$5.00万 | 减仓 |
| SMTC | SEMTECH CORP | $96.75万 | 0.00% | 5,978 | -939 | -13.6% | -$15.20万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $96.81万 | 0.00% | 26,990 | -3,890,173 | -99.3% | -$1.40亿 | 减仓 |
| SRVR | PACER FDS TR | $96.84万 | 0.00% | 30,481 | 11,908 | 64.1% | $37.83万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $97.01万 | 0.00% | 1,790 | -2,741 | -60.5% | -$148.55万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $97.02万 | 0.00% | 35,216 | 29,350 | 500.3% | $80.86万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $97.12万 | 0.00% | 3,355 | -74 | -2.2% | -$2.14万 | 减仓 |
| CRH | CRH PLC | $97.41万 | 0.00% | 9,103 | -2,723 | -23.0% | -$29.14万 | 减仓 |
| CTVA | CORTEVA INC | $97.81万 | 0.00% | 11,550 | 1,961 | 20.5% | $16.61万 | 加仓 |
| RLI | RLI CORP | $98.02万 | 0.00% | 16,594 | 16,594 | — | $98.02万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $98.09万 | 0.00% | 12,706 | 6,680 | 110.9% | $51.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $98.15万 | 0.00% | 34,786 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $98.32万 | 0.00% | 39,213 | 1,130 | 3.0% | $2.83万 | 加仓 |
| UNM | UNUM GROUP | $98.53万 | 0.00% | 11,021 | 841 | 8.3% | $7.52万 | 加仓 |
| MGV | VANGUARD WORLD FD | $98.97万 | 0.00% | 6,055 | 327 | 5.7% | $5.34万 | 加仓 |
| GWW | WW GRAINGER INC | $99.06万 | 0.00% | 728 | 69 | 10.5% | $9.39万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $99.53万 | 0.00% | 17,910 | -28,194 | -61.2% | -$156.68万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $99.71万 | 0.00% | 19,121 | 234 | 1.2% | $1.22万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $99.80万 | 0.00% | 6,359 | 1,326 | 26.3% | $20.81万 | 加仓 |
| CCJ | CAMECO CORP | $100.02万 | 0.00% | 9,820 | 1,236 | 14.4% | $12.59万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $101.08万 | 0.00% | 50,349 | 42,043 | 506.2% | $84.40万 | 加仓 |
| COWG | PACER FDS TR | $101.42万 | 0.00% | 25,263 | 5,924 | 30.6% | $23.78万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $101.63万 | 0.00% | 42,291 | 42,291 | — | $101.63万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $101.96万 | 0.00% | 24,802 | -220 | -0.9% | -$9,044 | 减仓 |
| CLX | CLOROX CO DEL | $103.37万 | 0.00% | 10,830 | 2,462 | 29.4% | $23.50万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $103.66万 | 0.00% | 39,133 | 39,133 | — | $103.66万 | 新建仓 |
| AMSF | AMERISAFE INC | $103.75万 | 0.00% | 30,669 | 30,669 | — | $103.75万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $103.91万 | 0.00% | 5,044 | 1,580 | 45.6% | $32.55万 | 加仓 |
| DAL | DELTA AIR LINES INC | $104.19万 | 0.00% | 11,125 | -24,374 | -68.7% | -$228.28万 | 减仓 |
| AOR | ISHARES TR | $104.25万 | 0.00% | 15,000 | -831 | -5.2% | -$5.78万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $104.47万 | 0.00% | 25,537 | -2,198,438 | -98.9% | -$8,993.76万 | 减仓 |
| EBAY | EBAY INC. | $105.02万 | 0.00% | 9,396 | 556 | 6.3% | $6.21万 | 加仓 |
| POWL | POWELL INDS INC | $105.24万 | 0.00% | 3,675 | 978 | 36.3% | $28.01万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $105.32万 | 0.00% | 31,540 | -2,159,540 | -98.6% | -$7,211.27万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $105.47万 | 0.00% | 23,711 | 18,581 | 362.2% | $82.65万 | 重新持有 |
| ICF | ISHARES TR | $105.57万 | 0.00% | 15,609 | 11,104 | 246.5% | $75.10万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $105.78万 | 0.00% | 21,072 | 21,072 | — | $105.78万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $106.04万 | 0.00% | 13,975 | 644 | 4.8% | $4.89万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $106.13万 | 0.00% | 1,893 | 65 | 3.6% | $3.64万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $106.35万 | 0.00% | 20,682 | 2,075 | 11.2% | $10.67万 | 加仓 |
| PAAA | PGIM ETF TR | $106.86万 | 0.00% | 20,842 | 5,765 | 38.2% | $29.56万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $107.83万 | 0.01% | 12,169 | 6,477 | 113.8% | $57.39万 | 加仓 |
| NXT | NEXTPOWER INC | $107.98万 | 0.01% | 9,063 | 3,784 | 71.7% | $45.08万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $108.02万 | 0.01% | 10,490 | -33,282 | -76.0% | -$342.72万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $108.89万 | 0.01% | 6,681 | 328 | 5.2% | $5.35万 | 加仓 |
| HYS | PIMCO ETF TR | $109.03万 | 0.01% | 11,659 | -251 | -2.1% | -$2.35万 | 减仓 |
| NRG | NRG ENERGY INC | $109.07万 | 0.01% | 7,467 | -10,714 | -58.9% | -$156.50万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $109.48万 | 0.01% | 37,237 | 4,130 | 12.5% | $12.14万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $109.53万 | 0.01% | 7,487 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $109.72万 | 0.01% | 11,173 | 1,145 | 11.4% | $11.24万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $110.14万 | 0.01% | 12,887 | 256 | 2.0% | $2.19万 | 加仓 |
| MTB | M & T BK CORP | $110.36万 | 0.01% | 4,637 | 273 | 6.3% | $6.50万 | 加仓 |
| MELI | MERCADOLIBRE INC | $110.47万 | 0.01% | 651 | -469 | -41.9% | -$79.59万 | 减仓 |
| HRB | BLOCK H & R INC | $110.58万 | 0.01% | 29,039 | 16,065 | 123.8% | $61.17万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $110.67万 | 0.01% | 21,879 | 4,471 | 25.7% | $22.61万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $110.80万 | 0.01% | 15,105 | 2,250 | 17.5% | $16.50万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $111.83万 | 0.01% | 22,368 | 4,783 | 27.2% | $23.91万 | 加仓 |
| SHEL | SHELL PLC | $112.44万 | 0.01% | 14,501 | -1,092 | -7.0% | -$8.47万 | 减仓 |
| TPR | TAPESTRY INC | $112.87万 | 0.01% | 7,710 | 297 | 4.0% | $4.35万 | 加仓 |
| IYR | ISHARES TR | $112.89万 | 0.01% | 11,041 | 3,220 | 41.2% | $32.92万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $113.26万 | 0.01% | 42,482 | 436 | 1.0% | $1.16万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $113.36万 | 0.01% | 34,264 | 5,560 | 19.4% | $18.40万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $113.81万 | 0.01% | 47,881 | 2,875 | 6.4% | $6.83万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $114.03万 | 0.01% | 5,264 | 129 | 2.5% | $2.79万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $114.29万 | 0.01% | 17,855 | -1,457 | -7.5% | -$9.33万 | 减仓 |
| VHT | VANGUARD WORLD FD | $115.20万 | 0.01% | 3,853 | 786 | 25.6% | $23.50万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $115.54万 | 0.01% | 10,465 | 1,507 | 16.8% | $16.64万 | 加仓 |
| — | BLACKROCK ETF TRUST | $115.56万 | 0.01% | 41,339 | 3,830 | 10.2% | $10.71万 | 加仓 |
| BAX | BAXTER INTL INC | $115.71万 | 0.01% | 54,271 | 40,111 | 283.3% | $85.52万 | 加仓 |
| MUSA | MURPHY USA INC | $115.78万 | 0.01% | 2,149 | 450 | 26.5% | $24.24万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $115.88万 | 0.01% | 2,790 | -146 | -5.0% | -$6.06万 | 减仓 |
| VDC | VANGUARD WORLD FD | $116.33万 | 0.01% | 5,159 | 517 | 11.1% | $11.66万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $116.92万 | 0.01% | 29,019 | 2,121 | 7.9% | $8.55万 | 加仓 |
| VMI | VALMONT INDS INC | $117.24万 | 0.01% | 2,030 | 2,030 | — | $117.24万 | 新建仓 |
| MSTR | STRATEGY INC | $117.27万 | 0.01% | 13,489 | -15,508 | -53.5% | -$134.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $117.42万 | 0.01% | 39,732 | 39,732 | — | $117.42万 | 新建仓 |
| NUE | NUCOR CORP | $117.50万 | 0.01% | 5,274 | -311 | -5.6% | -$6.93万 | 减仓 |
| WELL | WELLTOWER INC | $117.93万 | 0.01% | 5,195 | 1,093 | 26.6% | $24.81万 | 加仓 |
| EFOR | EVERFORTH INC | $118.23万 | 0.01% | 66,161 | 66,161 | — | $118.23万 | 新建仓 |
| XT | ISHARES TR | $118.32万 | 0.01% | 14,319 | -71 | -0.5% | -$5,867 | 减仓 |
| GM | GENERAL MTRS CO | $119.20万 | 0.01% | 15,464 | 3,357 | 27.7% | $25.88万 | 加仓 |
| SHM | SPDR SERIES TRUST | $119.22万 | 0.01% | 24,855 | 1,236 | 5.2% | $5.93万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $119.53万 | 0.01% | 10,112 | -1,805 | -15.1% | -$21.34万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $119.92万 | 0.01% | 29,021 | 13,225 | 83.7% | $54.65万 | 加仓 |
| — | WISDOMTREE TR | $120.12万 | 0.01% | 18,150 | -6,308 | -25.8% | -$41.75万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $120.23万 | 0.01% | 4,219 | 1,342 | 46.6% | $38.24万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $120.24万 | 0.01% | 24,400 | -11,775 | -32.6% | -$58.03万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $120.44万 | 0.01% | 6,818 | 2,990 | 78.1% | $52.82万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $120.60万 | 0.01% | 5,552 | 981 | 21.5% | $21.31万 | 加仓 |
| CME | CME GROUP INC | $121.22万 | 0.01% | 5,489 | 568 | 11.5% | $12.54万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $121.33万 | 0.01% | 15,897 | -1,545 | -8.9% | -$11.79万 | 减仓 |
| VCR | VANGUARD WORLD FD | $121.98万 | 0.01% | 3,076 | -495 | -13.9% | -$19.63万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $122.55万 | 0.01% | 19,842 | -771 | -3.7% | -$4.76万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $122.70万 | 0.01% | 32,203 | -449,938 | -93.3% | -$1,714.38万 | 减仓 |