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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $294.82万 | 0.02% | 34,590 | 4,957 | 16.7% | $42.25万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $297.57万 | 0.02% | 12,715 | 296 | 2.4% | $6.93万 | 加仓 |
| MMM | 3M CO | $298.60万 | 0.02% | 20,559 | 848 | 4.3% | $12.32万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $303.83万 | 0.02% | 75,768 | -1,710 | -2.2% | -$6.86万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $305.87万 | 0.02% | 87,938 | -785 | -0.9% | -$2.73万 | 减仓 |
| — | SSGA ACTIVE TR | $307.32万 | 0.02% | 113,157 | -5,043 | -4.3% | -$13.70万 | 减仓 |
| EUHY | ISHARES INC | $307.90万 | 0.02% | 58,688 | 9,605 | 19.6% | $50.39万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $310.10万 | 0.02% | 48,218 | -8,941 | -15.6% | -$57.50万 | 重新持有 |
| ENB | ENBRIDGE INC | $310.62万 | 0.02% | 57,371 | 6,649 | 13.1% | $36.00万 | 加仓 |
| RYLD | GLOBAL X FDS | $312.43万 | 0.02% | 208,983 | 105,124 | 101.2% | $157.16万 | 加仓 |
| SCI | SERVICE CORP INTL | $312.56万 | 0.02% | 37,881 | 31,739 | 516.8% | $261.88万 | 加仓 |
| TXT | TEXTRON INC | $312.68万 | 0.02% | 35,710 | 3,154 | 9.7% | $27.62万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $313.07万 | 0.02% | 39,599 | 619 | 1.6% | $4.89万 | 加仓 |
| DGRO | ISHARES TR | $313.68万 | 0.02% | 44,697 | -3,447 | -7.2% | -$24.19万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $314.14万 | 0.02% | 88,641 | 5,968 | 7.2% | $21.15万 | 加仓 |
| VDE | VANGUARD WORLD FD | $314.74万 | 0.02% | 18,189 | 8,454 | 86.8% | $146.29万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $314.90万 | 0.02% | 37,117 | 75 | 0.2% | $6,363 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $315.50万 | 0.02% | 81,788 | 13,062 | 19.0% | $50.39万 | 加仓 |
| SYSB | ISHARES TR | $316.16万 | 0.02% | 35,523 | 4,623 | 15.0% | $41.15万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $316.58万 | 0.02% | 67,243 | 46,479 | 223.8% | $218.83万 | 加仓 |
| IWD | ISHARES TR | $318.19万 | 0.02% | 14,892 | 55 | 0.4% | $1.18万 | 加仓 |
| NOW | SERVICENOW INC | $319.23万 | 0.02% | 30,533 | 10,229 | 50.4% | $106.95万 | 加仓 |
| VV | VANGUARD INDEX FDS | $320.63万 | 0.02% | 10,729 | 2,161 | 25.2% | $64.58万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $320.73万 | 0.02% | 34,244 | -1,023 | -2.9% | -$9.58万 | 减仓 |
| IJS | ISHARES TR | $321.20万 | 0.02% | 27,117 | 14,980 | 123.4% | $177.44万 | 加仓 |
| EEM | ISHARES TR | $322.35万 | 0.02% | 56,761 | 6,532 | 13.0% | $37.10万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $327.24万 | 0.02% | 96,118 | 6,027 | 6.7% | $20.52万 | 加仓 |
| LTPZ | PIMCO ETF TR | $327.65万 | 0.02% | 64,207 | -1,311 | -2.0% | -$6.69万 | 减仓 |
| IDXX | IDEXX LABS INC | $330.11万 | 0.02% | 5,875 | -1,439 | -19.7% | -$80.86万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $331.63万 | 0.02% | 4,860 | 678 | 16.2% | $46.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $334.22万 | 0.02% | 125,520 | 69,442 | 123.8% | $184.90万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $336.68万 | 0.02% | 9,809 | 2,477 | 33.8% | $85.02万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $337.97万 | 0.02% | 30,509 | 3,667 | 13.7% | $40.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $339.89万 | 0.02% | 183,060 | 183,060 | — | $339.89万 | 新建仓 |
| USMV | ISHARES TR | $340.79万 | 0.02% | 36,746 | -74,256 | -66.9% | -$688.67万 | 减仓 |
| SPYI | NEOS ETF TRUST | $342.30万 | 0.02% | 69,333 | 19,493 | 39.1% | $96.24万 | 加仓 |
| FDLS | NORTHERN LTS FD TR IV | $343.19万 | 0.02% | 92,906 | 35,353 | 61.4% | $130.59万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $344.20万 | 0.02% | 134,768 | 40,531 | 43.0% | $103.52万 | 加仓 |
| FISR | SSGA ACTIVE TR | $344.35万 | 0.02% | 133,883 | 32,743 | 32.4% | $84.21万 | 加仓 |
| KHC | KRAFT HEINZ CO | $345.54万 | 0.02% | 153,640 | 22,910 | 17.5% | $51.52万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $345.54万 | 0.02% | 134,425 | 2,483 | 1.9% | $6.38万 | 加仓 |
| SNPS | SYNOPSYS INC | $346.34万 | 0.02% | 8,735 | 1,431 | 19.6% | $56.74万 | 加仓 |
| ITOT | ISHARES TR | $351.20万 | 0.02% | 24,657 | 2,721 | 12.4% | $38.76万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $355.72万 | 0.02% | 22,274 | -9 | -0.0% | -$1,437 | 减仓 |
| MSTR | STRATEGY INC | $361.88万 | 0.02% | 28,997 | 7,890 | 37.4% | $98.47万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $362.35万 | 0.02% | 127,633 | 127,521 | 113,858.0% | $362.03万 | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $363.62万 | 0.02% | 134,823 | 21,804 | 19.3% | $58.81万 | 加仓 |
| — | TIDAL TRUST II | $364.97万 | 0.02% | 305,413 | 32,038 | 11.7% | $38.29万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $371.64万 | 0.02% | 27,918 | 1,916 | 7.4% | $25.51万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $375.12万 | 0.02% | 183,794 | 46,494 | 33.9% | $94.89万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $375.41万 | 0.02% | 26,404 | 1,681 | 6.8% | $23.90万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $375.89万 | 0.02% | 18,063 | 2,402 | 15.3% | $49.98万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $376.26万 | 0.02% | 95,764 | 1,709 | 1.8% | $6.71万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $385.14万 | 0.02% | 28,298 | 2,392 | 9.2% | $32.56万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $387.64万 | 0.02% | 156,369 | 140,859 | 908.2% | $349.19万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $387.68万 | 0.02% | 26,733 | 2,354 | 9.7% | $34.14万 | 加仓 |
| PAYX | PAYCHEX INC | $392.07万 | 0.02% | 42,561 | 2,712 | 6.8% | $24.98万 | 加仓 |
| XPO | XPO INC | $392.24万 | 0.02% | 20,162 | 17,178 | 575.7% | $334.19万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $394.37万 | 0.02% | 104,914 | 19,302 | 22.5% | $72.56万 | 加仓 |
| ICVT | ISHARES TR | $396.11万 | 0.02% | 38,915 | 12,575 | 47.7% | $128.00万 | 加仓 |
| P | EVERPURE INC | $397.12万 | 0.02% | 67,263 | 57,955 | 622.6% | $342.16万 | 加仓 |
| IJR | ISHARES TR | $397.39万 | 0.02% | 31,967 | 3,511 | 12.3% | $43.65万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $399.02万 | 0.02% | 112,117 | 63,980 | 132.9% | $227.70万 | 加仓 |
| HYEM | VANECK ETF TRUST | $400.61万 | 0.02% | 203,045 | 11,508 | 6.0% | $22.71万 | 加仓 |
| EMHY | ISHARES INC | $401.74万 | 0.02% | 102,016 | 5,432 | 5.6% | $21.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $407.21万 | 0.02% | 172,184 | 8,112 | 4.9% | $19.18万 | 加仓 |
| MUNI | PIMCO ETF TR | $407.22万 | 0.02% | 78,026 | 77,874 | 51,232.9% | $406.42万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $408.60万 | 0.02% | 148,013 | 661 | 0.4% | $1.82万 | 加仓 |
| SLB | SLB LIMITED | $408.70万 | 0.02% | 79,529 | 36,426 | 84.5% | $187.20万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $409.46万 | 0.02% | 16,342 | 2,623 | 19.1% | $65.72万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $410.30万 | 0.02% | 145,708 | 494 | 0.3% | $1.39万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $415.67万 | 0.02% | 94,085 | 979 | 1.1% | $4.33万 | 加仓 |
| ALL | ALLSTATE CORP | $416.57万 | 0.02% | 20,090 | 11,144 | 124.6% | $231.07万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $416.92万 | 0.02% | 17,546 | -2,303 | -11.6% | -$54.72万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $419.82万 | 0.02% | 42,656 | 4,095 | 10.6% | $40.30万 | 加仓 |
| DE | DEERE & CO | $421.21万 | 0.02% | 7,476 | -712 | -8.7% | -$40.11万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $421.60万 | 0.02% | 80,782 | 1,787 | 2.3% | $9.33万 | 加仓 |
| APP | APPLOVIN CORP | $422.75万 | 0.02% | 10,622 | -1,446 | -12.0% | -$57.55万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $423.62万 | 0.02% | 92,312 | 26,057 | 39.3% | $119.58万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $424.57万 | 0.02% | 120,037 | -16,066 | -11.8% | -$56.83万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $427.52万 | 0.02% | 7,074 | 144 | 2.1% | $8.70万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $427.67万 | 0.02% | 59,457 | -173,560 | -74.5% | -$1,248.40万 | 减仓 |
| BA | BOEING CO | $427.96万 | 0.02% | 21,503 | 5,649 | 35.6% | $112.43万 | 加仓 |
| VB | VANGUARD INDEX FDS | $428.24万 | 0.02% | 16,350 | 762 | 4.9% | $19.96万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $428.50万 | 0.02% | 55,519 | 16,857 | 43.6% | $130.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $435.17万 | 0.02% | 12,876 | -1,053 | -7.6% | -$35.59万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $435.27万 | 0.02% | 73,500 | 6,868 | 10.3% | $40.67万 | 加仓 |
| — | PIMCO ETF TR | $440.77万 | 0.02% | 93,656 | 93,656 | — | $440.77万 | 新建仓 |
| IWO | ISHARES TR | $444.92万 | 0.02% | 14,178 | -252,267 | -94.7% | -$7,916.35万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $450.21万 | 0.02% | 69,263 | 56,742 | 453.2% | $368.83万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $450.58万 | 0.02% | 47,945 | -22,504 | -31.9% | -$211.49万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $450.97万 | 0.02% | 62,976 | -158,503 | -71.6% | -$1,135.04万 | 减仓 |
| ASML | ASML HLDG NV | $452.98万 | 0.02% | 3,429 | 165 | 5.1% | $21.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $454.69万 | 0.02% | 131,908 | 22,007 | 20.0% | $75.86万 | 加仓 |
| IXUS | ISHARES TR | $456.92万 | 0.02% | 52,738 | -510 | -1.0% | -$4.42万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $457.99万 | 0.02% | 44,606 | -25,932 | -36.8% | -$266.25万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $458.42万 | 0.02% | 218,711 | 8,226 | 3.9% | $17.24万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $462.20万 | 0.02% | 77,317 | -24,761 | -24.3% | -$148.02万 | 减仓 |
| FLV | AMERICAN CENTY ETF TR | $463.00万 | 0.03% | 60,377 | 6,882 | 12.9% | $52.77万 | 加仓 |
| IGOV | ISHARES TR | $471.24万 | 0.03% | 114,765 | 17,158 | 17.6% | $70.45万 | 加仓 |