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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST II | $471.77万 | 0.03% | 74,635 | 2,703 | 3.8% | $17.09万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $472.76万 | 0.03% | 50,965 | 2,846 | 5.9% | $26.40万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $479.29万 | 0.03% | 24,974 | 6,973 | 38.7% | $133.82万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $482.37万 | 0.03% | 125,551 | 6,020 | 5.0% | $23.13万 | 加仓 |
| VST | VISTRA CORP | $484.00万 | 0.03% | 32,195 | 4,901 | 18.0% | $73.68万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $486.47万 | 0.03% | 100,676 | 4,970 | 5.2% | $24.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $487.16万 | 0.03% | 182,307 | 5,585 | 3.2% | $14.92万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $488.10万 | 0.03% | 103,786 | 899 | 0.9% | $4.23万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $490.38万 | 0.03% | 24,133 | 978 | 4.2% | $19.87万 | 加仓 |
| WM | WASTE MGMT INC DEL | $493.19万 | 0.03% | 21,462 | 4,816 | 28.9% | $110.67万 | 加仓 |
| FLOT | ISHARES TR | $494.73万 | 0.03% | 97,101 | -4,930 | -4.8% | -$25.12万 | 减仓 |
| — | PALMER SQUARE FUNDS TR | $496.46万 | 0.03% | 242,888 | 6,396 | 2.7% | $13.07万 | 加仓 |
| — | ELEVATION SERIES TRUST | $496.64万 | 0.03% | 205,955 | 205,955 | — | $496.64万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $498.23万 | 0.03% | 47,437 | 4,505 | 10.5% | $47.32万 | 加仓 |
| LOW | LOWES COS INC | $499.01万 | 0.03% | 21,120 | 2,341 | 12.5% | $55.31万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $500.97万 | 0.03% | 193,498 | -24,763 | -11.3% | -$64.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $501.24万 | 0.03% | 17,453 | -893 | -4.9% | -$25.65万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $501.81万 | 0.03% | 278,472 | 48,439 | 21.1% | $87.29万 | 加仓 |
| NDAQ | NASDAQ INC | $502.22万 | 0.03% | 59,162 | 2,069 | 3.6% | $17.56万 | 加仓 |
| PCAR | PACCAR INC | $503.79万 | 0.03% | 43,617 | 6,676 | 18.1% | $77.11万 | 加仓 |
| SHV | ISHARES TR | $504.58万 | 0.03% | 45,709 | 33,229 | 266.3% | $366.81万 | 加仓 |
| FMC | FMC CORP | $506.84万 | 0.03% | 294,333 | 294,333 | — | $506.84万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $509.54万 | 0.03% | 18,338 | 2,207 | 13.7% | $61.32万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $516.38万 | 0.03% | 6,681 | 1,207 | 22.0% | $93.29万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $516.89万 | 0.03% | 55,995 | 8,119 | 17.0% | $74.95万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $519.77万 | 0.03% | 96,665 | 12,874 | 15.4% | $69.22万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $521.07万 | 0.03% | 226,749 | 99,021 | 77.5% | $227.55万 | 加仓 |
| SJM | SMUCKER J M CO | $521.73万 | 0.03% | 54,098 | 10,034 | 22.8% | $96.77万 | 加仓 |
| MAS | MASCO CORP | $523.45万 | 0.03% | 86,705 | -42,864 | -33.1% | -$258.77万 | 减仓 |
| MGK | VANGUARD WORLD FD | $526.38万 | 0.03% | 14,326 | -653 | -4.4% | -$23.99万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $527.67万 | 0.03% | 115,920 | 536 | 0.5% | $2.44万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $530.97万 | 0.03% | 65,869 | 9,356 | 16.6% | $75.42万 | 加仓 |
| IWF | ISHARES TR | $534.51万 | 0.03% | 12,535 | -5,058 | -28.8% | -$215.68万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $536.16万 | 0.03% | 209,275 | 18,031 | 9.4% | $46.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $536.40万 | 0.03% | 40,966 | -9,160 | -18.3% | -$119.94万 | 减仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $539.01万 | 0.03% | 111,413 | 24,785 | 28.6% | $119.91万 | 加仓 |
| KIM | KIMCO REALTY CORP | $540.25万 | 0.03% | 240,430 | 20,528 | 9.3% | $46.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $544.18万 | 0.03% | 100,682 | 6,572 | 7.0% | $35.52万 | 加仓 |
| SHOP | SHOPIFY INC | $546.73万 | 0.03% | 46,091 | 1,520 | 3.4% | $18.03万 | 加仓 |
| NVT | NVENT ELEC PLC | $547.68万 | 0.03% | 46,303 | 40,029 | 638.0% | $473.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $548.40万 | 0.03% | 14,047 | -1,693 | -10.8% | -$66.10万 | 减仓 |
| SHY | ISHARES TR | $549.12万 | 0.03% | 66,504 | 34,018 | 104.7% | $280.89万 | 加仓 |
| CTAS | CINTAS CORP | $553.33万 | 0.03% | 32,713 | 1,108 | 3.5% | $18.74万 | 加仓 |
| SBUX | STARBUCKS CORP | $553.43万 | 0.03% | 61,772 | 8,722 | 16.4% | $78.14万 | 加仓 |
| SLV | ISHARES SILVER TR | $556.12万 | 0.03% | 81,614 | 1,928 | 2.4% | $13.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $557.75万 | 0.03% | 18,439 | 2,211 | 13.6% | $66.88万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $559.62万 | 0.03% | 48,701 | 4,932 | 11.3% | $56.67万 | 加仓 |
| ADBE | ADOBE INC | $559.89万 | 0.03% | 23,034 | -20,436 | -47.0% | -$496.74万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $564.26万 | 0.03% | 118,243 | 8,513 | 7.8% | $40.62万 | 加仓 |
| ANGL | VANECK ETF TRUST | $568.60万 | 0.03% | 197,981 | -340,234 | -63.2% | -$977.15万 | 减仓 |
| SO | SOUTHERN CO | $569.97万 | 0.03% | 59,051 | -11,293 | -16.1% | -$109.00万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $574.14万 | 0.03% | 103,411 | 9,576 | 10.2% | $53.17万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $574.80万 | 0.03% | 67,695 | -14,310 | -17.5% | -$121.51万 | 减仓 |
| IAU | ISHARES GOLD TR | $578.49万 | 0.03% | 65,618 | -11,573 | -15.0% | -$102.03万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $578.93万 | 0.03% | 338,360 | 171,586 | 102.9% | $293.58万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $580.86万 | 0.03% | 185,079 | 184,411 | 27,606.4% | $578.76万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $583.27万 | 0.03% | 43,887 | 10,078 | 29.8% | $133.94万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $583.29万 | 0.03% | 28,525 | 3,156 | 12.4% | $64.54万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $587.84万 | 0.03% | 220,910 | 170,150 | 335.2% | $452.77万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $590.32万 | 0.03% | 125,841 | 18,394 | 17.1% | $86.29万 | 加仓 |
| AGG | ISHARES TR | $590.63万 | 0.03% | 59,497 | -15,626 | -20.8% | -$155.12万 | 减仓 |
| SYY | SYSCO CORP | $599.21万 | 0.03% | 84,006 | 1,611 | 2.0% | $11.49万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $606.11万 | 0.03% | 105,153 | 19,464 | 22.7% | $112.19万 | 加仓 |
| SDIV | GLOBAL X FDS | $608.48万 | 0.03% | 240,887 | 115,988 | 92.9% | $292.99万 | 加仓 |
| — | ELEVATION SERIES TRUST | $610.00万 | 0.03% | 298,875 | 298,875 | — | $610.00万 | 新建仓 |
| IJH | ISHARES TR | $612.08万 | 0.03% | 90,638 | 22,924 | 33.9% | $154.81万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $612.38万 | 0.03% | 61,122 | 53,082 | 660.2% | $531.83万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $612.63万 | 0.03% | 219,974 | 18,508 | 9.2% | $51.54万 | 加仓 |
| IYJ | ISHARES TR | $614.28万 | 0.03% | 41,635 | 40,594 | 3,899.5% | $598.92万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $627.53万 | 0.03% | 77,876 | 7,749 | 11.0% | $62.44万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $628.85万 | 0.03% | 216,324 | -52,960 | -19.7% | -$153.95万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $634.11万 | 0.03% | 42,819 | -171,671 | -80.0% | -$2,542.30万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $638.79万 | 0.03% | 37,015 | 5,741 | 18.4% | $99.08万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $640.00万 | 0.03% | 81,622 | -42,321 | -34.1% | -$331.84万 | 减仓 |
| TJX | TJX COS INC NEW | $642.06万 | 0.03% | 40,201 | 8,443 | 26.6% | $134.84万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $644.36万 | 0.03% | 13,911 | -1,986 | -12.5% | -$91.99万 | 减仓 |
| — | STERLING CAP FDS | $648.98万 | 0.04% | 258,611 | 258,611 | — | $648.98万 | 新建仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $656.86万 | 0.04% | 234,594 | 234,482 | 209,358.9% | $656.55万 | 重新持有 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $659.67万 | 0.04% | 181,383 | -897 | -0.5% | -$3.26万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $663.47万 | 0.04% | 41,383 | 2,449 | 6.3% | $39.26万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $664.68万 | 0.04% | 127,017 | -33,489 | -20.9% | -$175.25万 | 减仓 |
| IEF | ISHARES TR | $664.80万 | 0.04% | 69,657 | -23,218 | -25.0% | -$221.59万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $665.29万 | 0.04% | 247,230 | -1,367,388 | -84.7% | -$3,679.62万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $666.68万 | 0.04% | 67,766 | 13,934 | 25.9% | $137.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $668.37万 | 0.04% | 171,994 | 32,765 | 23.5% | $127.32万 | 加仓 |
| QCOM | QUALCOMM INC | $670.01万 | 0.04% | 52,024 | -109,125 | -67.7% | -$1,405.40万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $680.74万 | 0.04% | 43,772 | 472 | 1.1% | $7.34万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $684.32万 | 0.04% | 100,222 | -1,232 | -1.2% | -$8.41万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $690.60万 | 0.04% | 269,343 | 1,410 | 0.5% | $3.62万 | 加仓 |
| ENTG | ENTEGRIS INC | $699.53万 | 0.04% | 59,666 | 46,952 | 369.3% | $550.47万 | 加仓 |
| IWM | ISHARES TR | $708.81万 | 0.04% | 28,580 | 4,430 | 18.3% | $109.87万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $713.58万 | 0.04% | 97,563 | 65,697 | 206.2% | $480.51万 | 加仓 |
| IYE | ISHARES TR | $717.03万 | 0.04% | 110,703 | 103,548 | 1,447.2% | $670.68万 | 加仓 |
| OIH | VANECK ETF TRUST | $719.50万 | 0.04% | 17,800 | 17,630 | 10,370.6% | $712.63万 | 加仓 |
| MCK | MCKESSON CORP | $719.64万 | 0.04% | 8,316 | 1,935 | 30.3% | $167.45万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $719.98万 | 0.04% | 182,401 | 53,150 | 41.1% | $209.79万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $728.95万 | 0.04% | 143,493 | 98,189 | 216.7% | $498.80万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $734.97万 | 0.04% | 107,893 | 7,124 | 7.1% | $48.53万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $735.21万 | 0.04% | 148,497 | 12,349 | 9.1% | $61.14万 | 加仓 |
| STT | STATE STR CORP | $743.61万 | 0.04% | 58,756 | 581 | 1.0% | $7.35万 | 加仓 |