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 |
|---|---|---|---|---|---|---|---|---|
| AGGY | WISDOMTREE TR | $203.93万 | 0.01% | 46,934 | 5,205 | 12.5% | $22.62万 | 加仓 |
| PGR | PROGRESSIVE CORP | $205.23万 | 0.01% | 10,352 | -407 | -3.8% | -$8.07万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $207.30万 | 0.01% | 44,939 | -1,781 | -3.8% | -$8.22万 | 减仓 |
| INCY | INCYTE CORP | $209.23万 | 0.01% | 22,230 | -4,765 | -17.7% | -$44.85万 | 减仓 |
| CNA | CNA FINL CORP | $209.40万 | 0.01% | 45,601 | 28,483 | 166.4% | $130.79万 | 加仓 |
| PDD | PDD HOLDINGS INC | $211.28万 | 0.01% | 20,678 | 2,778 | 15.5% | $28.38万 | 加仓 |
| ISHG | ISHARES TR | $214.04万 | 0.01% | 28,852 | 3,428 | 13.5% | $25.43万 | 加仓 |
| ET | ENERGY TRANSFER L P | $214.18万 | 0.01% | 110,976 | 7,586 | 7.3% | $14.64万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.01% | 3 | 2 | 200.0% | $143.63万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $216.02万 | 0.01% | 63,591 | 3,195 | 5.3% | $10.85万 | 加仓 |
| GIS | GENERAL MILLS INC | $216.96万 | 0.01% | 58,289 | -346,404 | -85.6% | -$1,289.34万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $217.04万 | 0.01% | 54,975 | 8,276 | 17.7% | $32.67万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $217.37万 | 0.01% | 13,243 | -409 | -3.0% | -$6.71万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $217.63万 | 0.01% | 31,642 | 1,464 | 4.9% | $10.07万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $218.08万 | 0.01% | 25,087 | -12,281 | -32.9% | -$106.76万 | 减仓 |
| GLW | CORNING INC | $218.27万 | 0.01% | 16,053 | 2,586 | 19.2% | $35.16万 | 加仓 |
| — | BNY MELLON ETF TRUST | $219.03万 | 0.01% | 46,199 | 27,692 | 149.6% | $131.29万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $219.82万 | 0.01% | 191,144 | 82,656 | 76.2% | $95.05万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $220.03万 | 0.01% | 10,956 | -262 | -2.3% | -$5.26万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $220.45万 | 0.01% | 7,682 | -3,746 | -32.8% | -$107.50万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $220.66万 | 0.01% | 35,204 | 5,687 | 19.3% | $35.65万 | 加仓 |
| OEF | ISHARES TR | $221.85万 | 0.01% | 6,974 | -133,298 | -95.0% | -$4,240.33万 | 减仓 |
| CMI | CUMMINS INC | $221.88万 | 0.01% | 4,124 | -5,220 | -55.9% | -$280.85万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $222.19万 | 0.01% | 8,536 | -2,115 | -19.9% | -$55.05万 | 减仓 |
| MPC | MARATHON PETE CORP | $224.81万 | 0.01% | 9,207 | -65 | -0.7% | -$1.59万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $225.53万 | 0.01% | 59,728 | -990 | -1.6% | -$3.74万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $225.64万 | 0.01% | 15,389 | -3,217 | -17.3% | -$47.17万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $225.93万 | 0.01% | 56,568 | -17,758 | -23.9% | -$70.93万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $226.56万 | 0.01% | 45,203 | 6,897 | 18.0% | $34.57万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $230.14万 | 0.01% | 61,552 | 16,571 | 36.8% | $61.96万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $230.71万 | 0.01% | 46,104 | 43,739 | 1,849.4% | $218.87万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $232.57万 | 0.01% | 131,024 | -18,537 | -12.4% | -$32.90万 | 减仓 |
| — | TIDAL TRUST I | $232.78万 | 0.01% | 55,608 | 2,142 | 4.0% | $8.97万 | 加仓 |
| — | LISTED FDS TR | $233.13万 | 0.01% | 88,057 | -26,119 | -22.9% | -$69.15万 | 减仓 |
| MLN | VANECK ETF TRUST | $233.71万 | 0.01% | 134,010 | -14,039 | -9.5% | -$24.48万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $234.77万 | 0.01% | 108,568 | -5,243 | -4.6% | -$11.34万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $234.94万 | 0.01% | 52,536 | 6,734 | 14.7% | $30.11万 | 加仓 |
| DAL | DELTA AIR LINES INC | $235.99万 | 0.01% | 35,499 | 712 | 2.0% | $4.73万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $237.34万 | 0.01% | 31,565 | 20,633 | 188.7% | $155.14万 | 加仓 |
| EMB | ISHARES TR | $237.86万 | 0.01% | 25,323 | -40,896 | -61.8% | -$384.13万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $238.44万 | 0.01% | 13,655 | 5,501 | 67.5% | $96.06万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $238.62万 | 0.01% | 112,824 | 95,591 | 554.7% | $202.17万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $239.25万 | 0.01% | 73,096 | 67,012 | 1,101.4% | $219.34万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $239.47万 | 0.01% | 6,938 | 331 | 5.0% | $11.42万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $240.40万 | 0.01% | 55,150 | 5,479 | 11.0% | $23.88万 | 加仓 |
| CBRE | CBRE GROUP INC | $241.00万 | 0.01% | 17,791 | -1,736 | -8.9% | -$23.52万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $241.26万 | 0.01% | 32,762 | 3,250 | 11.0% | $23.93万 | 加仓 |
| NKE | NIKE INC | $242.11万 | 0.01% | 45,836 | -27,226 | -37.3% | -$143.81万 | 减仓 |
| SNA | SNAP ON INC | $243.19万 | 0.01% | 6,696 | 5,703 | 574.3% | $207.13万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $243.64万 | 0.01% | 14,441 | 6,742 | 87.6% | $113.74万 | 加仓 |
| ZROZ | PIMCO ETF TR | $243.90万 | 0.01% | 38,103 | -250 | -0.7% | -$1.60万 | 减仓 |
| IBND | SPDR SERIES TRUST | $246.94万 | 0.01% | 79,454 | 10,069 | 14.5% | $31.29万 | 加仓 |
| TBIL | RBB FD INC | $247.62万 | 0.01% | 49,662 | 14,612 | 41.7% | $72.86万 | 加仓 |
| CB | CHUBB LTD SWITZ | $248.30万 | 0.01% | 7,617 | 1,332 | 21.2% | $43.42万 | 加仓 |
| IYW | ISHARES TR | $250.32万 | 0.01% | 13,798 | -31,002 | -69.2% | -$562.42万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $250.39万 | 0.01% | 6,141 | 1,624 | 36.0% | $66.22万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $252.78万 | 0.01% | 50,001 | 39,251 | 365.1% | $198.43万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $252.83万 | 0.01% | 82,897 | 4,556 | 5.8% | $13.90万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $253.65万 | 0.01% | 33,366 | 31,318 | 1,529.2% | $238.08万 | 加仓 |
| ESGU | ISHARES TR | $254.35万 | 0.01% | 17,986 | 2,935 | 19.5% | $41.51万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $255.13万 | 0.01% | 88,866 | 50,184 | 129.7% | $144.08万 | 加仓 |
| HDV | ISHARES TR | $255.93万 | 0.01% | 18,857 | 3,560 | 23.3% | $48.32万 | 加仓 |
| TTE | TOTALENERGIES SE | $256.11万 | 0.01% | 28,150 | -1,876 | -6.2% | -$17.07万 | 减仓 |
| XBI | SPDR SERIES TRUST | $259.13万 | 0.01% | 20,287 | -1,790 | -8.1% | -$22.86万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $259.75万 | 0.01% | 39,693 | 4,681 | 13.4% | $30.63万 | 加仓 |
| TRU | TRANSUNION | $259.96万 | 0.01% | 37,571 | 35,050 | 1,390.3% | $242.51万 | 加仓 |
| IWB | ISHARES TR | $262.47万 | 0.01% | 7,361 | 1,184 | 19.2% | $42.22万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $262.99万 | 0.01% | 5,350 | 93 | 1.8% | $4.57万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $263.02万 | 0.01% | 3,613 | 611 | 20.4% | $44.48万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $263.26万 | 0.01% | 14,252 | 3,986 | 38.8% | $73.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $264.01万 | 0.01% | 99,438 | 8,837 | 9.8% | $23.46万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $264.36万 | 0.01% | 61,881 | -5,963 | -8.8% | -$25.47万 | 减仓 |
| — | ELEVATION SERIES TRUST | $264.87万 | 0.01% | 112,381 | 79,985 | 246.9% | $188.52万 | 加仓 |
| NRG | NRG ENERGY INC | $265.70万 | 0.01% | 18,181 | 1,537 | 9.2% | $22.46万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $268.70万 | 0.01% | 4,531 | 2,936 | 184.1% | $174.11万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $268.86万 | 0.01% | 26,924 | 2,174 | 8.8% | $21.71万 | 加仓 |
| WDAY | WORKDAY INC | $269.78万 | 0.01% | 20,766 | 492 | 2.4% | $6.39万 | 加仓 |
| CERY | SPDR SERIES TRUST | $270.26万 | 0.01% | 76,691 | 21,356 | 38.6% | $75.26万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $270.51万 | 0.01% | 58,640 | -9,096 | -13.4% | -$41.96万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $271.09万 | 0.01% | 23,769 | 3,014 | 14.5% | $34.37万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $271.59万 | 0.01% | 57,846 | 1,337 | 2.4% | $6.28万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $275.63万 | 0.01% | 116,693 | 13,192 | 12.7% | $31.16万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $276.07万 | 0.01% | 42,174 | 35,231 | 507.4% | $230.62万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $276.65万 | 0.01% | 16,912 | 4,629 | 37.7% | $75.72万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $276.72万 | 0.01% | 251,106 | 113,861 | 83.0% | $125.47万 | 加仓 |
| PSX | PHILLIPS 66 | $277.12万 | 0.01% | 15,211 | 2,907 | 23.6% | $52.96万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $277.25万 | 0.01% | 117,422 | -3,776 | -3.1% | -$8.92万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $277.82万 | 0.02% | 33,574 | 15,760 | 88.5% | $130.41万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $280.78万 | 0.02% | 30,404 | -40,343 | -57.0% | -$372.57万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $281.69万 | 0.02% | 42,603 | 10,972 | 34.7% | $72.55万 | 加仓 |
| OKTA | OKTA INC | $282.83万 | 0.02% | 35,933 | 35,933 | — | $282.83万 | 新建仓 |
| BLK | BLACKROCK INC | $285.35万 | 0.02% | 2,967 | 360 | 13.8% | $34.62万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $286.01万 | 0.02% | 8,921 | -265 | -2.9% | -$8.50万 | 减仓 |
| TOL | TOLL BROTHERS INC | $286.95万 | 0.02% | 21,025 | 18,246 | 656.6% | $249.02万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $288.82万 | 0.02% | 62,435 | 2,824 | 4.7% | $13.06万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $290.07万 | 0.02% | 174,633 | -60,217 | -25.6% | -$100.02万 | 减仓 |
| IWN | ISHARES TR | $290.09万 | 0.02% | 15,299 | 2,588 | 20.4% | $49.07万 | 加仓 |
| KR | KROGER CO | $291.49万 | 0.02% | 40,284 | -7,009 | -14.8% | -$50.72万 | 减仓 |
| SUB | ISHARES TR | $293.68万 | 0.02% | 27,576 | 13,586 | 97.1% | $144.69万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $294.66万 | 0.02% | 13,643 | -112 | -0.8% | -$2.42万 | 减仓 |