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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF OPPORTUNITIES TRUST | $163.17万 | 0.01% | 29,923 | -553 | -1.8% | -$3.02万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $165.05万 | 0.01% | 41,682 | 4,069 | 10.8% | $16.11万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $165.13万 | 0.01% | 14,080 | 477 | 3.5% | $5.59万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $165.17万 | 0.01% | 73,377 | 61,083 | 496.9% | $137.50万 | 加仓 |
| YUM | YUM BRANDS INC | $165.78万 | 0.01% | 10,370 | -603 | -5.5% | -$9.64万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $166.06万 | 0.01% | 81,436 | 68,435 | 526.4% | $139.55万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $166.09万 | 0.01% | 34,027 | -214 | -0.6% | -$1.04万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $166.13万 | 0.01% | 29,628 | 3,578 | 13.7% | $20.06万 | 重新持有 |
| IQV | IQVIA HLDGS INC | $166.16万 | 0.01% | 8,599 | 371 | 4.5% | $7.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $166.33万 | 0.01% | 82,158 | 82,158 | — | $166.33万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $166.33万 | 0.01% | 37,766 | 2,354 | 6.6% | $10.37万 | 加仓 |
| TER | TERADYNE INC | $166.55万 | 0.01% | 3,442 | -324 | -8.6% | -$15.68万 | 减仓 |
| RHI | ROBERT HALF INC. | $168.50万 | 0.01% | 54,887 | 54,887 | — | $168.50万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $168.62万 | 0.01% | 98,204 | 30,723 | 45.5% | $52.75万 | 加仓 |
| NULG | NUSHARES ETF TR | $169.58万 | 0.01% | 14,487 | 13,557 | 1,457.7% | $158.70万 | 加仓 |
| BX | BLACKSTONE INC | $169.72万 | 0.01% | 14,424 | 3,328 | 30.0% | $39.16万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $169.75万 | 0.01% | 39,348 | 5,029 | 14.7% | $21.70万 | 加仓 |
| TLH | ISHARES TR | $170.49万 | 0.01% | 16,990 | 7,419 | 77.5% | $74.45万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $170.94万 | 0.01% | 15,451 | 139 | 0.9% | $1.54万 | 加仓 |
| URI | UNITED RENTALS INC | $171.54万 | 0.01% | 1,514 | 184 | 13.8% | $20.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $171.89万 | 0.01% | 67,542 | 67,542 | — | $171.89万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $172.01万 | 0.01% | 42,831 | -1,224 | -2.8% | -$4.92万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $172.12万 | 0.01% | 6,124 | 412 | 7.2% | $11.58万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $172.25万 | 0.01% | 34,601 | 2,266 | 7.0% | $11.28万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $172.61万 | 0.01% | 36,134 | -6,941 | -16.1% | -$33.16万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $173.06万 | 0.01% | 31,773 | -564 | -1.7% | -$3.07万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $174.06万 | 0.01% | 84,741 | 84,741 | — | $174.06万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $174.38万 | 0.01% | 73,114 | 22,232 | 43.7% | $53.02万 | 加仓 |
| DHR | DANAHER CORP DEL | $174.69万 | 0.01% | 9,172 | -1,243 | -11.9% | -$23.67万 | 减仓 |
| PHM | PULTE GROUP INC | $174.71万 | 0.01% | 12,732 | 563 | 4.6% | $7.73万 | 加仓 |
| RGLD | ROYAL GOLD INC | $176.60万 | 0.01% | 8,847 | 1,037 | 13.3% | $20.70万 | 加仓 |
| EXEL | EXELIXIS INC | $177.09万 | 0.01% | 32,548 | 26,420 | 431.1% | $143.75万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $177.50万 | 0.01% | 7,101 | 787 | 12.5% | $19.67万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $178.01万 | 0.01% | 42,773 | -2,706 | -5.9% | -$11.26万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $178.51万 | 0.01% | 56,472 | 49,954 | 766.4% | $157.91万 | 加仓 |
| ZTS | ZOETIS INC | $179.20万 | 0.01% | 24,936 | 18,480 | 286.2% | $132.80万 | 加仓 |
| — | LISTED FDS TR | $180.04万 | 0.01% | 59,867 | -28,190 | -32.0% | -$84.78万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $180.96万 | 0.01% | 35,240 | 34,326 | 3,755.6% | $176.26万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $182.35万 | 0.01% | 11,425 | 4,676 | 69.3% | $74.63万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $182.58万 | 0.01% | 57,452 | 37,548 | 188.6% | $119.33万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $182.77万 | 0.01% | 172,917 | 14,061 | 8.9% | $14.86万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $182.90万 | 0.01% | 88,486 | 60,068 | 211.4% | $124.16万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $183.13万 | 0.01% | 16,382 | -1,460 | -8.2% | -$16.32万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $183.43万 | 0.01% | 12,547 | -1,108 | -8.1% | -$16.20万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $184.24万 | 0.01% | 15,172 | 12,866 | 557.9% | $156.24万 | 加仓 |
| AMLP | ALPS ETF TR | $185.34万 | 0.01% | 35,745 | -1,148 | -3.1% | -$5.95万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $185.92万 | 0.01% | 89,149 | -129,562 | -59.2% | -$270.20万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $185.96万 | 0.01% | 35,843 | 9,554 | 36.3% | $49.57万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $186.66万 | 0.01% | 43,227 | 5,212 | 13.7% | $22.51万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $187.38万 | 0.01% | 65,586 | 65,586 | — | $187.38万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $187.82万 | 0.01% | 89,226 | 20,196 | 29.3% | $42.51万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $188.20万 | 0.01% | 9,380 | 845 | 9.9% | $16.95万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $188.21万 | 0.01% | 5,927 | -292 | -4.7% | -$9.27万 | 减仓 |
| PRCH | PORCH GROUP INC | $190.27万 | 0.01% | 126,509 | 1,900 | 1.5% | $2.86万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $191.31万 | 0.01% | 8,332 | 620 | 8.0% | $14.24万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $191.51万 | 0.01% | 7,123 | 682 | 10.6% | $18.34万 | 加仓 |
| DGRW | WISDOMTREE TR | $191.67万 | 0.01% | 20,045 | -447 | -2.2% | -$4.27万 | 减仓 |
| RVTY | REVVITY INC | $191.93万 | 0.01% | 17,248 | 1,816 | 11.8% | $20.21万 | 加仓 |
| IBHF | ISHARES TR | $192.11万 | 0.01% | 84,817 | -3,614 | -4.1% | -$8.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $192.31万 | 0.01% | 3,871 | -53 | -1.4% | -$2.63万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $192.51万 | 0.01% | 41,805 | -1,169 | -2.7% | -$5.38万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $192.53万 | 0.01% | 26,089 | -2,276 | -8.0% | -$16.80万 | 减仓 |
| MLN | VANECK ETF TRUST | $193.14万 | 0.01% | 108,628 | -25,382 | -18.9% | -$45.13万 | 减仓 |
| TTE | TOTALENERGIES SE | $193.33万 | 0.01% | 24,862 | -3,288 | -11.7% | -$25.57万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $194.64万 | 0.01% | 44,479 | 4,161 | 10.3% | $18.21万 | 加仓 |
| COHR | COHERENT CORP | $195.44万 | 0.01% | 4,955 | -3,442 | -41.0% | -$135.77万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $196.72万 | 0.01% | 53,516 | 8,727 | 19.5% | $32.08万 | 加仓 |
| AFL | AFLAC INC | $196.86万 | 0.01% | 16,789 | -73 | -0.4% | -$8,560 | 减仓 |
| JNK | SPDR SERIES TRUST | $197.26万 | 0.01% | 20,469 | 11,573 | 130.1% | $111.53万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $197.54万 | 0.01% | 67,581 | -4,671,152 | -98.6% | -$1.37亿 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $197.73万 | 0.01% | 151,983 | -22,650 | -13.0% | -$29.47万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $198.31万 | 0.01% | 46,410 | 18,055 | 63.7% | $77.15万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $198.68万 | 0.01% | 24,247 | 678 | 2.9% | $5.56万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $199.38万 | 0.01% | 19,315 | -48,380 | -71.5% | -$499.40万 | 减仓 |
| OKLO | OKLO INC | $199.43万 | 0.01% | 38,188 | 12,347 | 47.8% | $64.48万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $200.94万 | 0.01% | 62,816 | -5,116 | -7.5% | -$16.37万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $203.69万 | 0.01% | 75,891 | 1,533 | 2.1% | $4.11万 | 加仓 |
| TLTW | ISHARES TR | $203.90万 | 0.01% | 91,269 | 5,460 | 6.4% | $12.20万 | 加仓 |
| IVES | WEDBUSH SER TR | $204.97万 | 0.01% | 53,798 | 26,144 | 94.5% | $99.61万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $205.14万 | 0.01% | 69,025 | -1,873 | -2.6% | -$5.57万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $206.56万 | 0.01% | 47,107 | 600 | 1.3% | $2.63万 | 加仓 |
| EEM | ISHARES TR | $206.70万 | 0.01% | 30,215 | -26,546 | -46.8% | -$181.60万 | 减仓 |
| DTCR | GLOBAL X FDS | $207.92万 | 0.01% | 68,462 | 27,511 | 67.2% | $83.55万 | 加仓 |
| ITA | ISHARES TR | $208.37万 | 0.01% | 8,596 | 5 | 0.1% | $1,212 | 加仓 |
| LDUR | PIMCO ETF TR | $208.72万 | 0.01% | 21,831 | 728 | 3.4% | $6.96万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $209.24万 | 0.01% | 10,149 | 10,149 | — | $209.24万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $209.63万 | 0.01% | 68,484 | 22,261 | 48.2% | $68.14万 | 加仓 |
| HDV | ISHARES TR | $210.05万 | 0.01% | 76,633 | -17,652 | -18.7% | -$48.38万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $210.27万 | 0.01% | 11,357 | -44,421 | -79.6% | -$822.43万 | 减仓 |
| SYK | STRYKER CORPORATION | $210.36万 | 0.01% | 6,680 | 706 | 11.8% | $22.23万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $211.29万 | 0.01% | 48,362 | 3,880 | 8.7% | $16.95万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $211.76万 | 0.01% | 5,790 | 145 | 2.6% | $5.30万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $212.60万 | 0.01% | 103,556 | 103,556 | — | $212.60万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $212.92万 | 0.01% | 7,327 | 389 | 5.6% | $11.30万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $213.36万 | 0.01% | 135,293 | 34,600 | 34.4% | $54.56万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $213.37万 | 0.01% | 2,487 | 1,301 | 109.7% | $111.62万 | 加仓 |
| — | TIDAL TRUST II | $213.73万 | 0.01% | 123,899 | 21,885 | 21.5% | $37.75万 | 加仓 |
| PLD | PROLOGIS INC. | $214.56万 | 0.01% | 15,838 | 2,466 | 18.4% | $33.41万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $215.10万 | 0.01% | 120,302 | -10,722 | -8.2% | -$19.17万 | 减仓 |
| — | BNY MELLON ETF TRUST | $215.20万 | 0.01% | 45,200 | -999 | -2.2% | -$4.76万 | 减仓 |