13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.6%
AAPL 3.5%
MSFT 2.4%
VNLA 2.0%
AMZN 1.9%
IVV 1.8%
SPYG 1.6%
GOOGL 1.6%
AVGO 1.4%
MU 1.4%

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
SCCO SOUTHERN COPPER CORP $123.05万0.01%7,060 5,156270.8% $89.86万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $123.55万0.01%4,984 -5,972-54.5% -$148.05万 减仓
VONE VANGUARD SCOTTSDALE FDS $123.58万0.01%3,649 83829.8% $28.38万 加仓
IXN ISHARES TR $124.15万0.01%8,592 2563.1% $3.70万 加仓
KN KNOWLES CORP $124.28万0.01%29,962 9563.3% $3.97万 加仓
ERIE ERIE INDTY CO $125.15万0.01%5,220 3,418189.7% $81.95万 重新持有
— DBX ETF TR $126.29万0.01%49,897 -25,696-34.0% -$65.04万 减仓
AZN ASTRAZENECA PLC $126.37万0.01%6,665 -124-1.8% -$2.35万 减仓
EFA ISHARES TR $126.49万0.01%12,176 -3,916-24.3% -$40.68万 减仓
WWD WOODWARD INC $126.62万0.01%2,976 40.1% $1,702 加仓
TMFC RBB FD INC $126.79万0.01%16,648 2,29116.0% $17.45万 加仓
SPG SIMON PPTY GROUP INC NEW $126.81万0.01%5,670 1,64040.7% $36.68万 加仓
— INNOVATOR ETFS TRUST $126.93万0.01%46,099 -79,421-63.3% -$218.69万 减仓
IUSG ISHARES TR $127.16万0.01%6,760 79813.4% $15.01万 加仓
EMXC ISHARES INC $127.42万0.01%12,455 -413-3.2% -$4.23万 减仓
ARM ARM HOLDINGS PLC $127.60万0.01%3,599 -146-3.9% -$5.18万 减仓
EMHC SPDR SERIES TRUST $128.10万0.01%50,354 3,5747.6% $9.09万 加仓
EYLD CAMBRIA ETF TR $128.11万0.01%28,212 2,92711.6% $13.29万 加仓
LGOV FIRST TR EXCHANGE-TRADED FD $128.67万0.01%60,125 -6,199-9.3% -$13.27万 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $128.80万0.01%6,647 1,07819.4% $20.89万 加仓
LECO LINCOLN ELEC HLDGS INC $129.44万0.01%4,875 2,15779.4% $57.27万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $129.92万0.01%25,726 -4,525-15.0% -$22.85万 减仓
— EATON VANCE SHORT DURATION D $129.93万0.01%120,530 14,06613.2% $15.16万 加仓
TEL TE CONNECTIVITY PLC $131.93万0.01%6,543 3,392107.6% $68.40万 加仓
MKSI MKS INC. $132.23万0.01%2,972 411.4% $1.82万 加仓
GSK GSK PLC $133.06万0.01%25,384 2,0258.7% $10.62万 加仓
RKLB ROCKET LAB CORP $133.23万0.01%13,107 2,67625.7% $27.20万 加仓
— TIDAL TRUST I $133.26万0.01%26,331 3,46115.1% $17.52万 加仓
O REALTY INCOME CORP $133.90万0.01%21,611 2,77314.7% $17.18万 加仓
COWZ PACER FDS TR $134.08万0.01%21,556 1060.5% $6,593 加仓
FEP FIRST TR EXCH TRD ALPHDX FD $134.16万0.01%23,516 -2,282-8.8% -$13.02万 减仓
KKR KKR & CO INC $134.65万0.01%14,670 2,34619.0% $21.53万 加仓
HSY HERSHEY CO $134.97万0.01%7,692 1,57925.8% $27.71万 加仓
TT TRANE TECHNOLOGIES PLC $135.82万0.01%2,765 -327-10.6% -$16.06万 减仓
RDIV INVESCO EXCH TRADED FD TR II $136.31万0.01%23,502 3,95820.3% $22.96万 加仓
HAL HALLIBURTON CO $136.88万0.01%40,318 2730.7% $9,268 加仓
MDT MEDTRONIC PLC $137.33万0.01%17,556 -303-1.7% -$2.37万 减仓
CAG CONAGRA BRANDS INC $137.63万0.01%102,250 -848,221-89.2% -$1,141.71万 减仓
ILDR FIRST TR EXCHNG TRADED FD VI $137.98万0.01%35,160 -1,931-5.2% -$7.58万 减仓
VXF VANGUARD INDEX FDS $138.10万0.01%5,609 -3,994-41.6% -$98.34万 减仓
BE BLOOM ENERGY CORP $138.79万0.01%4,585 1,06730.3% $32.30万 加仓
R RYDER SYS INC $139.24万0.01%5,278 52111.0% $13.74万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $139.39万0.01%16,014 -3,677-18.7% -$32.01万 减仓
PAPR INNOVATOR ETFS TRUST $139.44万0.01%33,042 6,40724.1% $27.04万 加仓
TFLO ISHARES TR $139.82万0.01%27,616 -11,046-28.6% -$55.93万 减仓
DTM DT MIDSTREAM INC $140.88万0.01%9,600 -3,242-25.2% -$47.58万 减仓
FTNT FORTINET INC $141.13万0.01%9,187 -4,698-33.8% -$72.17万 减仓
LNTH LANTHEUS HLDGS INC $141.23万0.01%12,730 1,15310.0% $12.79万 加仓
BRO BROWN & BROWN INC $141.53万0.01%22,062 12,910141.1% $82.82万 加仓
— FIRST TR EXCHANGE-TRADED FD $141.97万0.01%26,097 25,5714,861.4% $139.11万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $142.48万0.01%10,187 -228-2.2% -$3.19万 减仓
A AGILENT TECHNOLOGIES INC $142.51万0.01%10,728 -4,277-28.5% -$56.82万 减仓
MAR MARRIOTT INTL INC NEW $143.22万0.01%3,863 3088.7% $11.42万 加仓
SMA SMARTSTOP SELF STORAG REIT I $143.35万0.01%44,108 -2,109-4.6% -$6.85万 减仓
WRB BERKLEY W R CORP $143.55万0.01%20,353 13,528198.2% $95.41万 加仓
HLT HILTON WORLDWIDE HLDGS INC $143.88万0.01%4,354 1,49852.5% $49.50万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $143.88万0.01%28,184 4,82020.6% $24.61万 加仓
CORP PIMCO ETF TR $144.24万0.01%14,885 7,610104.6% $73.74万 加仓
JPIB J P MORGAN EXCHANGE TRADED F $145.06万0.01%30,003 5501.9% $2.66万 加仓
— AIM ETF PRODUCTS TRUST $145.99万0.01%47,990 -100,023-67.6% -$304.27万 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $146.33万0.01%70,656 -2,237-3.1% -$4.63万 减仓
BABA ALIBABA GROUP HLDG LTD $146.80万0.01%15,295 2,13316.2% $20.47万 加仓
— INNOVATOR ETFS TRUST $147.01万0.01%65,308 54,612510.6% $122.93万 加仓
NVS NOVARTIS AG $147.19万0.01%9,392 -857-8.4% -$13.43万 减仓
SNY SANOFI SA $147.20万0.01%34,504 3,96613.0% $16.92万 加仓
AVUV AMERICAN CENTY ETF TR $147.65万0.01%11,834 7,904201.1% $98.61万 加仓
QTUM ETF SER SOLUTIONS $148.91万0.01%9,004 3,22355.8% $53.30万 加仓
PWR QUANTA SVCS INC $149.78万0.01%2,080 39323.3% $28.30万 加仓
PDP INVESCO EXCHANGE TRADED FD T $150.38万0.01%9,911 8,695715.0% $131.93万 加仓
HSBC HSBC HLDGS PLC $150.42万0.01%15,819 7,05780.5% $67.10万 加仓
ROE EA SERIES TRUST $150.75万0.01%35,362 -1,410-3.8% -$6.01万 减仓
IGM ISHARES TR $151.80万0.01%9,280 -2-0.0% -$327 减仓
NTRA NATERA INC $151.93万0.01%5,597 3065.8% $8.31万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $152.24万0.01%3,936 1,29549.0% $50.09万 加仓
FMF FIRST TR EXCHANGE-TRADED FD $152.26万0.01%30,379 -6,232-17.0% -$31.24万 减仓
FDMO FIDELITY COVINGTON TRUST $152.43万0.01%15,464 1,95314.5% $19.25万 加仓
PDEC INNOVATOR ETFS TRUST $152.43万0.01%33,217 -7,712-18.8% -$35.39万 减仓
SCHB SCHWAB STRATEGIC TR $152.73万0.01%52,739 3,9388.1% $11.40万 加仓
FQAL FIDELITY COVINGTON TRUST $152.74万0.01%18,773 2,25513.7% $18.35万 加仓
PJUN INNOVATOR ETFS TRUST $152.87万0.01%35,363 -1,039-2.9% -$4.49万 减仓
— NEOS ETF TRUST $153.01万0.01%31,581 22,138234.4% $107.26万 加仓
IVZ INVESCO LTD $153.16万0.01%58,037 1,7673.1% $4.66万 加仓
POCT INNOVATOR ETFS TRUST $153.41万0.01%33,055 -6,930-17.3% -$32.16万 减仓
FAAR FIRST TR EXCHANGE TRAD FD VI $153.55万0.01%48,560 2,8316.2% $8.95万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $153.63万0.01%27,887 4901.8% $2.70万 加仓
WMB WILLIAMS COS INC $153.74万0.01%20,680 8,54570.4% $63.52万 加仓
KORP AMERICAN CENTY ETF TR $153.90万0.01%32,849 4,67016.6% $21.88万 加仓
DGX QUEST DIAGNOSTICS INC $154.54万0.01%7,291 -252-3.3% -$5.34万 减仓
— FIDELITY COVINGTON TRUST $157.19万0.01%31,464 -143-0.5% -$7,144 减仓
EWZ ISHARES INC $158.09万0.01%45,824 -5,178-10.2% -$17.86万 减仓
FVAL FIDELITY COVINGTON TRUST $158.52万0.01%20,341 2,45813.7% $19.16万 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $159.34万0.01%72,695 -20,187-21.7% -$44.25万 减仓
HCA HCA HEALTHCARE INC $160.44万0.01%4,115 1,26144.2% $49.17万 加仓
SCHA SCHWAB STRATEGIC TR $160.67万0.01%44,469 2,1025.0% $7.59万 加仓
— EXCHANGE LISTED FDS TR $160.70万0.01%57,910 36,853175.0% $102.26万 加仓
AAL AMERICAN AIRLINES GROUP INC $160.99万0.01%89,091 4,3035.1% $7.78万 加仓
HYMB SPDR SERIES TRUST $161.82万0.01%63,610 -13,240-17.2% -$33.68万 减仓
MLI MUELLER INDS INC $162.45万0.01%13,213 -3,067-18.8% -$37.71万 减仓
PAUG INNOVATOR ETFS TRUST $162.57万0.01%35,620 -26,261-42.4% -$119.86万 减仓
FANG DIAMONDBACK ENERGY INC $162.97万0.01%9,271 7398.7% $12.99万 加仓