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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $745.51万 | 0.04% | 108,882 | 108,419 | 23,416.6% | $742.34万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $745.87万 | 0.04% | 76,319 | 75,221 | 6,850.7% | $735.14万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $748.68万 | 0.04% | 295,221 | 295,221 | — | $748.68万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $760.14万 | 0.04% | 26,061 | 22,028 | 546.2% | $642.51万 | 加仓 |
| WTV | WISDOMTREE TR | $761.53万 | 0.04% | 80,390 | -12,886 | -13.8% | -$122.07万 | 减仓 |
| CI | THE CIGNA GROUP | $764.37万 | 0.04% | 28,655 | 22,290 | 350.2% | $594.59万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $770.49万 | 0.04% | 166,126 | 23,648 | 16.6% | $109.68万 | 加仓 |
| NEM | NEWMONT CORP | $776.43万 | 0.04% | 71,725 | -28,924 | -28.7% | -$313.11万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $776.73万 | 0.04% | 333,072 | 23,930 | 7.7% | $55.80万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $777.07万 | 0.04% | 26,750 | 24,513 | 1,095.8% | $712.09万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $785.29万 | 0.04% | 198,908 | -120,756 | -37.8% | -$476.74万 | 减仓 |
| APA | APA CORPORATION | $786.12万 | 0.04% | 185,232 | -6,247 | -3.3% | -$26.51万 | 减仓 |
| IDU | ISHARES TR | $797.56万 | 0.04% | 68,690 | -27,239 | -28.4% | -$316.27万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $816.96万 | 0.04% | 113,090 | 13,209 | 13.2% | $95.42万 | 加仓 |
| VRSN | VERISIGN INC | $825.94万 | 0.04% | 33,254 | 8,312 | 33.3% | $206.45万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $833.50万 | 0.05% | 45,231 | -388 | -0.9% | -$7.15万 | 减仓 |
| DIS | DISNEY WALT CO | $837.43万 | 0.05% | 86,887 | -165,146 | -65.5% | -$1,591.71万 | 减仓 |
| — | ISHARES TR | $844.76万 | 0.05% | 315,917 | 28,765 | 10.0% | $76.92万 | 加仓 |
| — | HONEYWELL INTL INC | $854.50万 | 0.05% | 37,805 | 4,592 | 13.8% | $103.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $854.54万 | 0.05% | 64,739 | 4,764 | 7.9% | $62.88万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $860.34万 | 0.05% | 51,805 | -1,880 | -3.5% | -$31.22万 | 减仓 |
| POWR | ISHARES INC | $860.92万 | 0.05% | 328,219 | 328,219 | — | $860.92万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $861.47万 | 0.05% | 9,623 | 187 | 2.0% | $16.74万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $867.21万 | 0.05% | 123,533 | 13,023 | 11.8% | $91.42万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $875.49万 | 0.05% | 247,244 | 52,569 | 27.0% | $186.15万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $877.67万 | 0.05% | 55,778 | 477 | 0.9% | $7.51万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $881.26万 | 0.05% | 379,526 | 15,554 | 4.3% | $36.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $890.29万 | 0.05% | 41,397 | -11,815 | -22.2% | -$254.10万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $894.79万 | 0.05% | 277,713 | 7,006 | 2.6% | $22.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $900.67万 | 0.05% | 90,930 | 705 | 0.8% | $6.98万 | 加仓 |
| — | VIRTUS ETF TR II | $904.09万 | 0.05% | 392,056 | -40,884 | -9.4% | -$94.28万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $906.68万 | 0.05% | 65,053 | 6,710 | 11.5% | $93.52万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $908.63万 | 0.05% | 157,366 | 25,541 | 19.4% | $147.47万 | 加仓 |
| COR | CENCORA INC | $923.85万 | 0.05% | 29,410 | 4,718 | 19.1% | $148.21万 | 加仓 |
| TMUS | T-MOBILE US INC | $929.14万 | 0.05% | 44,237 | 5,001 | 12.7% | $105.04万 | 加仓 |
| UNP | UNION PAC CORP | $935.43万 | 0.05% | 38,555 | 1,891 | 5.2% | $45.88万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $935.85万 | 0.05% | 305,035 | -139,135 | -31.3% | -$426.87万 | 减仓 |
| ETN | EATON CORP PLC | $960.33万 | 0.05% | 26,849 | 6,352 | 31.0% | $227.20万 | 加仓 |
| — | TIDAL TRUST II | $968.15万 | 0.05% | 554,847 | 9,016 | 1.7% | $15.73万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $970.07万 | 0.05% | 21,044 | 4,164 | 24.7% | $191.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $973.66万 | 0.05% | 287,556 | 5,325 | 1.9% | $18.03万 | 加仓 |
| VGT | VANGUARD WORLD FD | $979.40万 | 0.05% | 14,037 | 1,252 | 9.8% | $87.36万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $984.81万 | 0.05% | 275,241 | 3,895 | 1.4% | $13.94万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $993.74万 | 0.05% | 35,585 | 2,702 | 8.2% | $75.46万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $998.68万 | 0.05% | 189,215 | 3,519 | 1.9% | $18.57万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,012.82万 | 0.05% | 172,307 | 4,746 | 2.8% | $27.90万 | 加仓 |
| — | ISHARES TR | $1,014.03万 | 0.05% | 255,584 | 61,743 | 31.9% | $244.97万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,021.85万 | 0.06% | 47,035 | 1,085 | 2.4% | $23.57万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,059.49万 | 0.06% | 109,823 | -87,283 | -44.3% | -$842.04万 | 减仓 |
| KLAC | KLA CORP | $1,070.19万 | 0.06% | 7,266 | 1,322 | 22.2% | $194.71万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,073.68万 | 0.06% | 699,923 | -64,484 | -8.4% | -$98.92万 | 减仓 |
| BTAL | AGF INVTS TR | $1,079.04万 | 0.06% | 772,951 | 370,041 | 91.8% | $516.58万 | 加仓 |
| — | WISDOMTREE TR | $1,096.56万 | 0.06% | 252,313 | 60,493 | 31.5% | $262.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,116.52万 | 0.06% | 244,583 | 12,403 | 5.3% | $56.62万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,120.82万 | 0.06% | 331,898 | 39,840 | 13.6% | $134.54万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,128.42万 | 0.06% | 234,843 | -4,835 | -2.0% | -$23.23万 | 减仓 |
| KO | COCA COLA CO | $1,128.97万 | 0.06% | 148,451 | 1,953 | 1.3% | $14.85万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $1,132.98万 | 0.06% | 333,033 | 196,849 | 144.5% | $669.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,148.96万 | 0.06% | 394,425 | 42,952 | 12.2% | $125.12万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,152.44万 | 0.06% | 251,297 | 16,293 | 6.9% | $74.72万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,152.87万 | 0.06% | 149,510 | 103,682 | 226.2% | $799.49万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,153.45万 | 0.06% | 102,886 | 31,645 | 44.4% | $354.77万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,156.66万 | 0.06% | 141,091 | 107,673 | 322.2% | $882.70万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $1,164.34万 | 0.06% | 209,001 | 206,187 | 7,327.2% | $1,148.67万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,167.90万 | 0.06% | 150,599 | 10,513 | 7.5% | $81.53万 | 加仓 |
| IAUM | ISHARES GOLD TR | $1,183.15万 | 0.06% | 253,352 | -316,675 | -55.6% | -$1,478.87万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $1,214.83万 | 0.07% | 446,281 | 68,612 | 18.2% | $186.77万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,221.06万 | 0.07% | 31,848 | 9,119 | 40.1% | $349.62万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,234.77万 | 0.07% | 430,834 | 27,701 | 6.9% | $79.39万 | 加仓 |
| NI | NISOURCE INC | $1,236.48万 | 0.07% | 264,998 | 31,247 | 13.4% | $145.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,236.63万 | 0.07% | 211,245 | -713,310 | -77.2% | -$4,175.72万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $1,247.39万 | 0.07% | 193,124 | 75,910 | 64.8% | $490.30万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $1,267.16万 | 0.07% | 271,891 | 60,436 | 28.6% | $281.66万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,296.43万 | 0.07% | 206,603 | 28,720 | 16.1% | $180.22万 | 加仓 |
| HPQ | HP INC | $1,301.77万 | 0.07% | 677,654 | 67,642 | 11.1% | $129.94万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1,330.98万 | 0.07% | 192,533 | -2,366 | -1.2% | -$16.36万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,331.10万 | 0.07% | 399,729 | 43,972 | 12.4% | $146.43万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,333.93万 | 0.07% | 68,708 | 9,638 | 16.3% | $187.12万 | 加仓 |
| GCOW | PACER FDS TR | $1,336.04万 | 0.07% | 288,935 | 286,511 | 11,819.8% | $1,324.83万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,349.97万 | 0.07% | 330,635 | 48,069 | 17.0% | $196.26万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,364.26万 | 0.07% | 42,879 | 2,503 | 6.2% | $79.64万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,371.21万 | 0.07% | 247,712 | -293 | -0.1% | -$1.62万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $1,386.96万 | 0.07% | 446,248 | -1,936 | -0.4% | -$6.02万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,398.77万 | 0.08% | 255,201 | 255,201 | — | $1,398.77万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,408.57万 | 0.08% | 577,520 | 503,952 | 685.0% | $1,229.14万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,410.28万 | 0.08% | 581,081 | 576,027 | 11,397.4% | $1,398.02万 | 加仓 |
| GEV | GE VERNOVA INC | $1,415.87万 | 0.08% | 16,219 | -2,830 | -14.9% | -$247.05万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,421.97万 | 0.08% | 155,169 | 67,067 | 76.1% | $614.60万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,422.21万 | 0.08% | 274,373 | 42,631 | 18.4% | $220.98万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,432.00万 | 0.08% | 703,684 | -63,698 | -8.3% | -$129.63万 | 减仓 |
| MCO | MOODYS CORP | $1,433.40万 | 0.08% | 32,855 | 569 | 1.8% | $24.82万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1,450.32万 | 0.08% | 591,003 | 155,356 | 35.7% | $381.24万 | 加仓 |
| IAGG | ISHARES TR | $1,452.67万 | 0.08% | 290,301 | 39,754 | 15.9% | $198.93万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1,494.14万 | 0.08% | 950,471 | 128,032 | 15.6% | $201.27万 | 加仓 |
| DVY | ISHARES TR | $1,494.63万 | 0.08% | 98,714 | 89,198 | 937.3% | $1,350.55万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $1,497.15万 | 0.08% | 512,020 | 105,207 | 25.9% | $307.63万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,519.91万 | 0.08% | 305,294 | 119,572 | 64.4% | $595.29万 | 加仓 |
| IWP | ISHARES TR | $1,530.12万 | 0.08% | 119,429 | 24,215 | 25.4% | $310.24万 | 加仓 |
| INTC | INTEL CORP | $1,541.58万 | 0.08% | 349,326 | 71,599 | 25.8% | $315.97万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,560.66万 | 0.08% | 71,254 | 2,721 | 4.0% | $59.60万 | 加仓 |