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
QTEC FIRST TR EXCHANGE-TRADED FD $329.63万0.02%9,849 -3,794-27.8% -$126.98万 减仓
SCHX SCHWAB STRATEGIC TR $330.80万0.02%112,403 -156,940-58.3% -$461.88万 减仓
JCI JOHNSON CONTROLS INTERNATION $332.68万0.02%22,769 9,35569.7% $136.69万 加仓
SNX TD SYNNEX CORPORATION $336.63万0.02%12,592 -1,849-12.8% -$49.43万 减仓
XBI SPDR SERIES TRUST $337.81万0.02%21,346 1,0595.2% $16.76万 加仓
SIVR ABRDN SILVER ETF TRUST $339.32万0.02%60,355 -2,621-4.2% -$14.74万 减仓
CWEN CLEARWAY ENERGY INC $339.85万0.02%99,431 3,6673.8% $12.53万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $340.56万0.02%37,902 2,6987.7% $24.24万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $342.54万0.02%36,585 3,2199.6% $30.14万 加仓
AVDV AMERICAN CENTY ETF TR $342.87万0.02%33,272 6,34823.6% $65.42万 加仓
DGRO ISHARES TR $342.99万0.02%45,256 5591.3% $4.24万 加仓
MMM 3M CO $351.00万0.02%21,678 1,1195.4% $18.12万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $352.73万0.02%291,032 99,88852.3% $121.06万 加仓
— LXP INDUSTRIAL TRUST $352.76万0.02%65,472 3,0374.9% $16.36万 加仓
XLU SELECT SECTOR SPDR TR $352.93万0.02%77,841 -14,471-15.7% -$65.61万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $353.66万0.02%30,785 -3,459-10.1% -$39.74万 减仓
FTSM FIRST TR EXCHANGE-TRADED FD $355.93万0.02%59,589 -17,728-22.9% -$105.89万 减仓
OXY OCCIDENTAL PETE CORP $356.68万0.02%73,437 4,1746.0% $20.27万 加仓
SPTM SPDR SERIES TRUST $358.61万0.02%39,499 -100-0.3% -$9,079 减仓
NOW SERVICENOW INC $358.73万0.02%36,133 5,60018.3% $55.60万 加仓
— AIM ETF PRODUCTS TRUST $367.66万0.02%139,689 5,2643.9% $13.85万 加仓
TXT TEXTRON INC $369.64万0.02%40,298 4,58812.8% $42.08万 加仓
SPYI NEOS ETF TRUST $369.90万0.02%69,674 3410.5% $1.81万 加仓
AIQ GLOBAL X FDS $371.32万0.02%56,595 18,16847.3% $119.20万 加仓
FITB FIFTH THIRD BANCORP $375.03万0.02%66,529 -407,717-86.0% -$2,298.32万 减仓
USMV ISHARES TR $375.16万0.02%38,892 2,1465.8% $20.70万 加仓
FDG AMERICAN CENTY ETF TR $375.40万0.02%28,205 4,43618.7% $59.04万 加仓
TAXX BONDBLOXX ETF TRUST $376.24万0.02%74,151 24,15048.3% $122.54万 加仓
CB CHUBB LIMITED $377.27万0.02%11,071 3,45445.3% $117.70万 加仓
GD GENERAL DYNAMICS CORP $377.29万0.02%10,650 8418.6% $29.79万 加仓
CL COLGATE PALMOLIVE CO $377.47万0.02%41,172 6,58219.0% $60.34万 加仓
SHV ISHARES TR $380.38万0.02%34,470 -11,239-24.6% -$124.02万 减仓
SCHP SCHWAB STRATEGIC TR $380.89万0.02%143,731 -77,179-34.9% -$204.52万 减仓
SMR NUSCALE PWR CORP $382.55万0.02%381,408 357,5171,496.5% $358.59万 加仓
XTWY BONDBLOXX ETF TRUST $383.08万0.02%102,060 -2,854-2.7% -$10.71万 减仓
TOL TOLL BROTHERS INC $385.69万0.02%23,409 2,38411.3% $39.28万 加仓
CHRD CHORD ENERGY CORPORATION $385.76万0.02%33,749 7,34527.8% $83.95万 加仓
IWD ISHARES TR $386.34万0.02%15,936 1,0447.0% $25.31万 加仓
IWN ISHARES TR $387.20万0.02%17,506 2,20714.4% $48.81万 加仓
— TIDAL TRUST II $388.14万0.02%337,810 32,39710.6% $37.22万 加仓
LMT LOCKHEED MARTIN CORP $388.55万0.02%7,626 5527.8% $28.12万 加仓
SOXX ISHARES TR $389.91万0.02%6,085 1,40430.0% $89.96万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $390.17万0.02%83,121 15,87823.6% $74.53万 加仓
SCHW SCHWAB CHARLES CORP $394.33万0.02%42,736 -5,209-10.9% -$48.06万 减仓
EUHY ISHARES INC $395.40万0.02%73,411 14,72325.1% $79.30万 加仓
— COLLABORATIVE INVESTMNT SER $397.47万0.02%115,515 -1,907-1.6% -$6.56万 减仓
IWB ISHARES TR $398.82万0.02%9,739 2,37832.3% $97.38万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $399.00万0.02%107,831 11,71312.2% $43.34万 加仓
ICVT ISHARES TR $407.35万0.02%33,460 -5,455-14.0% -$66.41万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $408.85万0.02%137,844 17,80714.8% $52.82万 加仓
QINT AMERICAN CENTY ETF TR $412.01万0.02%59,343 19,65049.5% $136.43万 加仓
BKLN INVESCO EXCH TRADED FD TR II $412.09万0.02%202,301 18,50710.1% $37.70万 加仓
DIA STATE STR SPDR DOW JONES IND $413.42万0.02%7,913 -5,998-43.1% -$313.37万 减仓
SLB SLB LIMITED $414.99万0.02%89,264 9,73512.2% $45.26万 加仓
XLV SELECT SECTOR SPDR TR $417.74万0.02%26,330 10,94171.1% $173.59万 加仓
BWA BORGWARNER INC $419.97万0.02%63,248 52,619495.1% $349.39万 加仓
— AIM ETF PRODUCTS TRUST $421.85万0.02%133,073 5,4404.3% $17.25万 加仓
CEF SPROTT ASSET MANAGEMENT LP $424.19万0.02%105,442 -12,801-10.8% -$51.50万 减仓
ABT ABBOTT LABORATORIES $425.21万0.02%46,857 2,2515.0% $20.43万 加仓
WM WASTE MGMT INC DEL $428.25万0.02%19,214 -2,248-10.5% -$50.10万 减仓
IBIT ISHARES BITCOIN TRUST ETF $432.36万0.02%129,877 4,3263.4% $14.40万 加仓
HYEM VANECK ETF TRUST $434.29万0.02%215,957 12,9126.4% $25.97万 加仓
XPO XPO INC $434.51万0.02%21,166 1,0045.0% $20.61万 加仓
MANH MANHATTAN ASSOCIATES INC $434.56万0.02%31,207 3,28911.8% $45.80万 加仓
BEN FRANKLIN RESOURCES INC $435.03万0.02%130,756 14,06312.1% $46.79万 加仓
JPLD J P MORGAN EXCHANGE TRADED F $436.49万0.02%83,636 2,8543.5% $14.89万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $437.21万0.02%90,746 -13,040-12.6% -$62.83万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $437.37万0.02%32,824 2,3157.6% $30.85万 加仓
IJR ISHARES TR $438.71万0.02%29,580 -2,387-7.5% -$35.40万 减仓
ITOT ISHARES TR $438.84万0.02%26,715 2,0588.3% $33.81万 加仓
EMHY ISHARES INC $439.80万0.02%108,150 6,1346.0% $24.94万 加仓
BJ BJS WHSL CLUB HLDGS INC $440.81万0.02%50,540 7,88418.5% $68.76万 加仓
PGR PROGRESSIVE CORP $442.70万0.02%20,265 9,91395.8% $216.55万 加仓
KHC KRAFT HEINZ CO $442.89万0.02%187,507 33,86722.0% $79.99万 加仓
GLW CORNING INC $444.39万0.02%17,397 1,3448.4% $34.33万 加仓
AWK AMERICAN WTR WKS CO INC NEW $446.29万0.02%33,916 5,61819.9% $73.93万 加仓
LOW LOWES COS INC $446.31万0.02%20,243 -877-4.2% -$19.34万 减仓
SPGI S&P GLOBAL INC $453.32万0.02%11,128 -61,421-84.7% -$2,502.11万 减仓
UBER UBER TECHNOLOGIES INC $454.56万0.02%62,993 3,5365.9% $25.52万 加仓
FDLS NORTHERN LTS FD TR IV $457.44万0.02%108,218 15,31216.5% $64.72万 加仓
MCK MCKESSON CORP $457.83万0.02%6,059 -2,257-27.1% -$170.54万 减仓
SNDK SANDISK CORP $458.61万0.02%2,017 37422.8% $85.04万 加仓
BA BOEING CO $461.04万0.02%21,298 -205-1.0% -$4.44万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $462.46万0.02%106,045 50,89592.3% $221.95万 加仓
— DIMENSIONAL ETF TRUST $467.12万0.02%178,564 6,3803.7% $16.69万 加仓
NHC NATIONAL HEALTHCARE CORP $470.85万0.02%22,277 30.0% $634 加仓
NDAQ NASDAQ INC $477.78万0.02%60,617 1,4552.5% $11.47万 加仓
PNC PNC FINL SVCS GROUP INC $481.20万0.02%19,543 1,4808.2% $36.44万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $490.53万0.02%25,582 8,67051.3% $166.25万 加仓
VNQ VANGUARD INDEX FDS $490.54万0.02%50,870 32,205172.5% $310.55万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $490.59万0.02%52,235 1,2702.5% $11.93万 加仓
FLOT ISHARES TR $491.58万0.02%96,294 -807-0.8% -$4.12万 减仓
PAYX PAYCHEX INC $491.99万0.02%50,034 7,47317.6% $73.48万 加仓
AVDE AMERICAN CENTY ETF TR $496.78万0.02%55,693 18,57650.0% $165.70万 加仓
OKTA OKTA INC $501.88万0.02%36,782 8492.4% $11.58万 加仓
— PIMCO ETF TR $502.03万0.02%92,505 -1,151-1.2% -$6.25万 减仓
SLV ISHARES SILVER TR $503.99万0.02%94,257 12,64315.5% $67.60万 加仓
PTL NORTHERN LTS FD TR IV $506.15万0.02%17,692 1,3508.3% $38.62万 加仓
XLG INVESCO EXCHANGE TRADED FD T $508.87万0.02%83,108 59,846257.3% $366.44万 加仓
DE DEERE & CO $511.32万0.02%8,059 5837.8% $36.99万 加仓