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
PJAN INNOVATOR ETFS TRUST $216.69万0.01%43,784 -1,155-2.6% -$5.72万 减仓
— YORKVILLE AMER INVTS TR $218.93万0.01%51,679 51,679— $218.93万 新建仓
FDVV FIDELITY COVINGTON TRUST $218.95万0.01%36,317 2,1766.4% $13.12万 加仓
CWB SPDR SERIES TRUST $219.64万0.01%20,371 7,69360.7% $82.95万 加仓
— SSGA ACTIVE TR $220.08万0.01%80,499 -32,658-28.9% -$89.29万 减仓
VCIT VANGUARD SCOTTSDALE FDS $220.09万0.01%26,630 -6,944-20.7% -$57.39万 减仓
AGGY WISDOMTREE TR $220.46万0.01%50,703 3,7698.0% $16.39万 加仓
CTAS CINTAS CORP $220.95万0.01%12,988 -19,725-60.3% -$335.56万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $224.66万0.01%3 00.0% — 不变
CRWV COREWEAVE INC $225.29万0.01%22,634 -2,340-9.4% -$23.29万 减仓
SPLV INVESCO EXCH TRADED FD TR II $225.87万0.01%30,156 -67,407-69.1% -$504.87万 减仓
ACYN FIRST TR EXCHANGE-TRADED FD $229.29万0.01%110,289 110,289— $229.29万 新建仓
VOT VANGUARD INDEX FDS $229.54万0.01%7,494 1,59227.0% $48.76万 加仓
XLF SELECT SECTOR SPDR TR $229.58万0.01%42,824 4,04210.4% $21.67万 加仓
BLV VANGUARD BD INDEX FDS $230.85万0.01%33,491 1,8495.8% $12.75万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $232.18万0.01%28,608 -178,174-86.2% -$1,446.05万 减仓
DFAX DIMENSIONAL ETF TRUST $232.56万0.01%63,126 -465-0.7% -$1.71万 减仓
USFR WISDOMTREE TR $233.16万0.01%46,307 37,457423.2% $188.60万 加仓
VOOG VANGUARD ADMIRAL FDS INC $233.57万0.01%28,270 -8,576-23.3% -$70.86万 减仓
FE FIRSTENERGY CORP $233.81万0.01%49,183 -414,104-89.4% -$1,968.62万 减仓
— COLLABORATIVE INVESTMNT SER $234.12万0.01%104,445 -4,123-3.8% -$9.24万 减仓
ITW ILLINOIS TOOL WKS INC $234.16万0.01%8,658 1221.4% $3.30万 加仓
PMAY INNOVATOR ETFS TRUST $234.51万0.01%56,783 2150.4% $8,880 加仓
KVUE KENVUE INC $235.76万0.01%123,372 6,2895.4% $12.02万 加仓
CBRE CBRE GROUP INC $236.91万0.01%17,589 -202-1.1% -$2.72万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $237.01万0.01%87,620 -1,246-1.4% -$3.37万 减仓
OEF ISHARES TR $237.73万0.01%6,497 -477-6.8% -$17.45万 减仓
ET ENERGY TRANSFER L P $237.95万0.01%124,448 13,47212.1% $25.76万 加仓
NSC NORFOLK SOUTHN CORP $239.07万0.01%7,601 -81-1.1% -$2.55万 减仓
CNA CNA FINL CORP $240.41万0.01%49,457 3,8568.5% $18.74万 加仓
BSX BOSTON SCIENTIFIC CORP $240.52万0.01%56,355 -150,248-72.7% -$641.26万 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $242.44万0.01%25,606 5192.1% $4.91万 加仓
TMO THERMO FISHER SCIENTIFIC INC $243.96万0.01%4,866 -484-9.0% -$24.27万 减仓
BND VANGUARD BD INDEX FDS $244.56万0.01%33,314 5521.7% $4.05万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $244.90万0.01%191,818 40,56026.8% $51.78万 加仓
CPB THE CAMPBELLS COMPANY $245.55万0.01%110,262 -734,886-87.0% -$1,636.59万 减仓
ISHG ISHARES TR $247.60万0.01%33,347 4,49515.6% $33.37万 加仓
— INNOVATOR ETFS TRUST $251.70万0.01%125,660 125,660— $251.70万 新建仓
NVO NOVO-NORDISK A S $254.03万0.01%52,990 9,63822.2% $46.20万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $254.30万0.01%52,261 -91,232-63.6% -$443.94万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $254.36万0.01%28,231 -3,334-10.6% -$30.04万 减仓
PSX PHILLIPS 66 $255.31万0.01%15,102 -109-0.7% -$1.84万 减仓
ATO ATMOS ENERGY CORP $255.67万0.01%14,841 5894.1% $10.15万 加仓
DIV GLOBAL X FDS $256.78万0.01%134,790 26,99925.0% $51.43万 加仓
BAR GRANITESHARES GOLD TR $259.31万0.01%65,599 6,95911.9% $27.51万 加仓
FDX FEDEX CORP $260.43万0.01%8,317 4,731131.9% $148.14万 加仓
WWJD NORTHERN LTS FD TR IV $262.96万0.01%68,964 7,41212.0% $28.26万 加仓
— AIM ETF PRODUCTS TRUST $265.17万0.01%92,383 -353,898-79.3% -$1,015.81万 减仓
REXR REXFORD INDL RLTY INC $265.84万0.01%79,356 6,2608.6% $20.97万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $266.03万0.01%88,178 -463-0.5% -$1.40万 减仓
AVRE AMERICAN CENTY ETF TR $266.39万0.01%56,224 11,92426.9% $56.50万 加仓
VMBS VANGUARD SCOTTSDALE FDS $266.90万0.01%57,018 -828-1.4% -$3.88万 减仓
UAL UNITED AIRLS HLDGS INC $268.04万0.01%19,710 5552.9% $7.55万 加仓
SHW SHERWIN WILLIAMS CO $270.88万0.01%7,866 -1,055-11.8% -$36.33万 减仓
INCY INCYTE CORP $272.59万0.01%24,046 1,8168.2% $20.59万 加仓
FISR SSGA ACTIVE TR $273.06万0.01%106,457 -27,426-20.5% -$70.35万 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $273.32万0.01%28,235 -2,169-7.1% -$21.00万 减仓
SUB ISHARES TR $274.09万0.01%25,743 -1,833-6.6% -$19.52万 减仓
GOF GUGGENHEIM STRATEGIC OPPORTU $276.15万0.01%252,886 1,7800.7% $1.94万 加仓
RSP INVESCO EXCHANGE TRADED FD T $276.31万0.01%12,986 -11,988-48.0% -$255.08万 减仓
MPC MARATHON PETE CORP $276.71万0.01%10,822 1,61517.5% $41.29万 加仓
VFLO VICTORY PORTFOLIOS II $277.00万0.01%60,546 5,57110.1% $25.49万 加仓
CASY CASEYS GEN STORES INC $278.28万0.01%3,501 -112-3.1% -$8.90万 减仓
EWX SPDR INDEX SHS FDS $279.01万0.01%37,551 -5,052-11.9% -$37.54万 减仓
IHAK ISHARES TR $279.55万0.01%46,046 9,28725.3% $56.38万 加仓
HONA HONEYWELL AEROSPACE INC $280.24万0.01%12,676 12,676— $280.24万 新建仓
EMB ISHARES TR $283.90万0.01%29,438 4,11516.3% $39.69万 加仓
KMI KINDER MORGAN INC DEL $284.42万0.01%88,964 48,421119.4% $154.80万 加仓
CERY SPDR SERIES TRUST $286.98万0.01%85,845 9,15411.9% $30.60万 加仓
JBND J P MORGAN EXCHANGE TRADED F $287.19万0.01%53,681 -42,984-44.5% -$229.96万 减仓
SNA SNAP ON INC $287.66万0.01%7,149 4536.8% $18.23万 加仓
SNPS SYNOPSYS INC $288.73万0.01%6,473 -2,262-25.9% -$100.90万 减仓
FSMD FIDELITY COVINGTON TRUST $288.73万0.01%54,633 2,0974.0% $11.08万 加仓
VRT VERTIV HOLDINGS CO $288.84万0.01%8,626 1,16615.6% $39.04万 加仓
SPCX SPACE EXPLORATION TECHN CORP $289.53万0.01%16,945 16,945— $289.53万 新建仓
SYSB ISHARES TR $289.81万0.01%32,667 -2,856-8.0% -$25.34万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $290.69万0.01%130,009 17,18515.2% $38.42万 加仓
BG BUNGE GLOBAL SA $293.13万0.01%27,464 -190,091-87.4% -$2,028.90万 减仓
ROK ROCKWELL AUTOMATION INC $294.46万0.01%5,947 3,455138.6% $171.07万 加仓
NKE NIKE INC $295.16万0.01%71,902 26,06656.9% $107.00万 加仓
CMI CUMMINS INC $296.36万0.01%4,155 310.8% $2.21万 加仓
TRU TRANSUNION $297.66万0.01%41,261 3,6909.8% $26.62万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $302.39万0.01%11,423 -1,292-10.2% -$34.20万 减仓
BLK BLACKROCK INC $303.11万0.01%3,152 1856.2% $17.79万 加仓
IYW ISHARES TR $303.28万0.01%12,024 -1,774-12.9% -$44.74万 减仓
ESGU ISHARES TR $307.20万0.01%18,769 7834.4% $12.82万 加仓
SCHV SCHWAB STRATEGIC TR $308.71万0.01%88,685 5,7887.0% $20.15万 加仓
AOM ISHARES TR $309.50万0.01%62,037 49,451392.9% $246.71万 加仓
IDXX IDEXX LABS INC $310.76万0.01%5,903 280.5% $1.47万 加仓
KR KROGER CO $311.11万0.01%56,025 15,74139.1% $87.41万 加仓
ENB ENBRIDGE INC $312.26万0.01%57,600 2290.4% $1.24万 加仓
SCI SERVICE CORP INTL $312.66万0.01%41,161 3,2808.7% $24.92万 加仓
WDAY WORKDAY INC $314.00万0.01%25,650 4,88423.5% $59.79万 加仓
IBND SPDR SERIES TRUST $314.21万0.01%100,772 21,31826.8% $66.47万 加仓
PFEB INNOVATOR ETFS TRUST $320.40万0.01%74,407 -1,361-1.8% -$5.86万 减仓
NOC NORTHROP GRUMMAN CORP $322.41万0.02%6,330 1,47030.2% $74.87万 加仓
— INNOVATOR ETFS TRUST $322.66万0.02%159,537 159,537— $322.66万 新建仓
AFLG FIRST TR EXCHNG TRADED FD VI $324.15万0.02%74,653 -7,135-8.7% -$30.98万 减仓
RYLD GLOBAL X FDS $325.48万0.02%203,550 -5,433-2.6% -$8.69万 减仓
— COLLABORATIVE INVESTMNT SER $326.96万0.02%84,778 -3,160-3.6% -$12.19万 减仓