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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TR EXCHANGE-TRADED FD | $147.35万 | 0.01% | 30,251 | -12,857 | -29.8% | -$62.62万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $147.83万 | 0.01% | 7,543 | 2,596 | 52.5% | $50.88万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $148.25万 | 0.01% | 13,603 | -2,924 | -17.7% | -$31.87万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $148.45万 | 0.01% | 6,441 | 49 | 0.8% | $1.13万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $148.72万 | 0.01% | 100,693 | 47,158 | 88.1% | $69.65万 | 加仓 |
| CCL | CARNIVAL CORP | $150.05万 | 0.01% | 57,979 | -7,478 | -11.4% | -$19.35万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $151.25万 | 0.01% | 72,893 | 1,422 | 2.0% | $2.95万 | 加仓 |
| QQQI | NEOS ETF TRUST | $151.75万 | 0.01% | 30,540 | 25,585 | 516.3% | $127.13万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $151.88万 | 0.01% | 5,902 | 223 | 3.9% | $5.74万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $152.26万 | 0.01% | 36,402 | -2,819 | -7.2% | -$11.79万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $152.44万 | 0.01% | 24,312 | 24,312 | — | $152.44万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $152.83万 | 0.01% | 17,842 | 559 | 3.2% | $4.79万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $152.84万 | 0.01% | 35,412 | 2,622 | 8.0% | $11.32万 | 加仓 |
| SOXX | ISHARES TR | $153.88万 | 0.01% | 4,681 | 197 | 4.4% | $6.48万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $153.89万 | 0.01% | 36,175 | 20,888 | 136.6% | $88.86万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $154.32万 | 0.01% | 45,729 | 25,177 | 122.5% | $84.97万 | 加仓 |
| MDT | MEDTRONIC PLC | $154.74万 | 0.01% | 17,859 | 3,550 | 24.8% | $30.76万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $155.60万 | 0.01% | 30,917 | 22,925 | 286.8% | $115.38万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $155.72万 | 0.01% | 8,535 | 736 | 9.4% | $13.43万 | 加仓 |
| HAL | HALLIBURTON CO | $156.14万 | 0.01% | 40,045 | 8,070 | 25.2% | $31.47万 | 加仓 |
| EFA | ISHARES TR | $156.30万 | 0.01% | 16,092 | -14,354 | -47.1% | -$139.42万 | 减仓 |
| NVS | NOVARTIS AG | $156.56万 | 0.01% | 10,249 | 605 | 6.3% | $9.24万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $157.40万 | 0.01% | 34,241 | -4,310 | -11.2% | -$19.81万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $158.83万 | 0.01% | 33,939 | -5,762 | -14.5% | -$26.97万 | 减仓 |
| NVO | NOVO-NORDISK A S | $159.32万 | 0.01% | 43,352 | 29,605 | 215.4% | $108.80万 | 加仓 |
| — | WISDOMTREE TR | $160.25万 | 0.01% | 24,458 | 4,449 | 22.2% | $29.15万 | 加仓 |
| IHAK | ISHARES TR | $160.45万 | 0.01% | 36,759 | 8,638 | 30.7% | $37.70万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $160.78万 | 0.01% | 32,337 | -766 | -2.3% | -$3.81万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $161.06万 | 0.01% | 32,335 | 7,437 | 29.9% | $37.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $164.19万 | 0.01% | 44,055 | -715 | -1.6% | -$2.66万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $164.89万 | 0.01% | 158,856 | 20,699 | 15.0% | $21.49万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $165.07万 | 0.01% | 44,482 | 7,524 | 20.4% | $27.92万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $165.13万 | 0.01% | 13,162 | 798 | 6.5% | $10.01万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $165.56万 | 0.01% | 18,665 | -4,896 | -20.8% | -$43.43万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $166.74万 | 0.01% | 23,235 | 1,420 | 6.5% | $10.19万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $167.05万 | 0.01% | 7,712 | 901 | 13.2% | $19.52万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $167.13万 | 0.01% | 23,569 | 1,342 | 6.0% | $9.52万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $168.76万 | 0.01% | 8,532 | 701 | 9.0% | $13.87万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $169.48万 | 0.01% | 44,789 | -4,008 | -8.2% | -$15.17万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $170.18万 | 0.01% | 45,479 | -6,863 | -13.1% | -$25.68万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $170.26万 | 0.01% | 40,318 | 435 | 1.1% | $1.84万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $170.54万 | 0.01% | 46,507 | 31,602 | 212.0% | $115.88万 | 加仓 |
| YUM | YUM BRANDS INC | $170.61万 | 0.01% | 10,973 | 243 | 2.3% | $3.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $170.62万 | 0.01% | 5,645 | 100 | 1.8% | $3.02万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $171.02万 | 0.01% | 15,005 | 2,405 | 19.1% | $27.41万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $171.14万 | 0.01% | 6,219 | 44 | 0.7% | $1.21万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $171.94万 | 0.01% | 38,015 | 8,210 | 27.5% | $37.13万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $172.38万 | 0.01% | 39,985 | -3,255 | -7.5% | -$14.03万 | 减仓 |
| DTM | DT MIDSTREAM INC | $172.96万 | 0.01% | 12,842 | 120 | 0.9% | $1.62万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $173.30万 | 0.01% | 15,312 | -1,341 | -8.1% | -$15.18万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $173.95万 | 0.01% | 40,929 | -670 | -1.6% | -$2.85万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $175.24万 | 0.01% | 3,924 | 1,194 | 43.7% | $53.32万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $175.65万 | 0.01% | 13,414 | 3,429 | 34.3% | $44.90万 | 加仓 |
| MET | METLIFE INC | $176.15万 | 0.01% | 24,907 | -34,437 | -58.0% | -$243.55万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $176.36万 | 0.01% | 19,155 | 66 | 0.3% | $6,076 | 加仓 |
| PLD | PROLOGIS INC. | $176.76万 | 0.01% | 13,372 | 2,120 | 18.8% | $28.02万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $177.82万 | 0.01% | 28,984 | -3,901 | -11.9% | -$23.93万 | 减仓 |
| HGER | HARBOR ETF TRUST | $178.75万 | 0.01% | 57,644 | 57,644 | — | $178.75万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $179.31万 | 0.01% | 58,255 | 2,144 | 3.8% | $6.60万 | 加仓 |
| AIQ | GLOBAL X FDS | $179.34万 | 0.01% | 38,427 | 12,751 | 49.7% | $59.51万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $179.54万 | 0.01% | 61,149 | -2,138 | -3.4% | -$6.28万 | 减仓 |
| DGRW | WISDOMTREE TR | $179.99万 | 0.01% | 20,492 | 1,406 | 7.4% | $12.35万 | 加仓 |
| MLI | MUELLER INDS INC | $180.40万 | 0.01% | 16,280 | 9 | 0.1% | $997 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $183.93万 | 0.01% | 6,800 | 2,898 | 74.3% | $78.39万 | 加仓 |
| AFL | AFLAC INC | $185.00万 | 0.01% | 16,862 | -1,042 | -5.8% | -$11.43万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $185.05万 | 0.01% | 42,974 | -1,143 | -2.6% | -$4.92万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $185.32万 | 0.01% | 36,611 | 16,900 | 85.7% | $85.55万 | 加仓 |
| ADSK | AUTODESK INC | $185.46万 | 0.01% | 7,747 | 4,926 | 174.6% | $117.93万 | 加仓 |
| — | DBX ETF TR | $186.22万 | 0.01% | 75,593 | -5,153 | -6.4% | -$12.69万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $186.93万 | 0.01% | 7,460 | -1,423 | -16.0% | -$35.66万 | 减仓 |
| ITA | ISHARES TR | $187.92万 | 0.01% | 8,591 | 371 | 4.5% | $8.12万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $188.59万 | 0.01% | 34,141 | 4,843 | 16.5% | $26.75万 | 加仓 |
| GDX | VANECK ETF TRUST | $189.17万 | 0.01% | 20,613 | -67,489 | -76.6% | -$619.36万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $190.59万 | 0.01% | 76,850 | -433 | -0.6% | -$1.07万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $191.47万 | 0.01% | 38,782 | -11,129 | -22.3% | -$54.94万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $191.55万 | 0.01% | 9,065 | -466 | -4.9% | -$9.85万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $192.20万 | 0.01% | 43,075 | 16,806 | 64.0% | $74.99万 | 加仓 |
| CRWV | COREWEAVE INC | $193.47万 | 0.01% | 24,974 | 11,635 | 87.2% | $90.14万 | 加仓 |
| MELI | MERCADOLIBRE INC | $193.62万 | 0.01% | 1,120 | 463 | 70.5% | $80.04万 | 加仓 |
| TLTW | ISHARES TR | $194.10万 | 0.01% | 85,809 | 81,130 | 1,733.9% | $183.52万 | 加仓 |
| AMLP | ALPS ETF TR | $194.20万 | 0.01% | 36,893 | 17,483 | 90.1% | $92.03万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $194.56万 | 0.01% | 462 | -40 | -8.0% | -$16.85万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $195.01万 | 0.01% | 44,300 | 4,181 | 10.4% | $18.40万 | 加仓 |
| TFLO | ISHARES TR | $195.74万 | 0.01% | 38,662 | 16,324 | 73.1% | $82.65万 | 加仓 |
| EWZ | ISHARES INC | $195.80万 | 0.01% | 51,002 | 29,146 | 133.4% | $111.89万 | 加仓 |
| SYK | STRYKER CORPORATION | $196.32万 | 0.01% | 5,974 | 268 | 4.7% | $8.81万 | 加仓 |
| DHR | DANAHER CORP DEL | $197.48万 | 0.01% | 10,415 | -5,095 | -32.8% | -$96.61万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $197.62万 | 0.01% | 9,603 | 4,178 | 77.0% | $85.98万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $198.52万 | 0.01% | 70,898 | 7,736 | 12.2% | $21.66万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $198.60万 | 0.01% | 151,258 | -189,774 | -55.6% | -$249.17万 | 减仓 |
| RGLD | ROYAL GOLD INC | $198.75万 | 0.01% | 7,810 | -372 | -4.5% | -$9.47万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $199.58万 | 0.01% | 28,365 | 15,256 | 116.4% | $107.34万 | 加仓 |
| COHR | COHERENT CORP | $200.03万 | 0.01% | 8,397 | -4,315 | -33.9% | -$102.79万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $200.47万 | 0.01% | 74,358 | -13,357 | -15.2% | -$36.01万 | 减仓 |
| KVUE | KENVUE INC | $201.85万 | 0.01% | 117,083 | 70,027 | 148.8% | $120.73万 | 加仓 |
| LDUR | PIMCO ETF TR | $202.21万 | 0.01% | 21,103 | 1,114 | 5.6% | $10.67万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $202.61万 | 0.01% | 92,882 | -7,151 | -7.1% | -$15.60万 | 减仓 |
| IBHF | ISHARES TR | $202.95万 | 0.01% | 88,431 | -6,709 | -7.1% | -$15.40万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $203.48万 | 0.01% | 67,932 | 11,489 | 20.4% | $34.41万 | 加仓 |
| DIV | GLOBAL X FDS | $203.72万 | 0.01% | 107,791 | -1,034,762 | -90.6% | -$1,955.70万 | 减仓 |