AE Wealth Management LLC
TOPEKA KS · SEC CIK 0001697723
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $513.42万 | 0.02% | 185,351 | -737,565 | -79.9% | -$2,043.06万 | 减仓 |
| MGC | VANGUARD WORLD FD | $514.02万 | 0.02% | 18,785 | 13,336 | 244.7% | $364.92万 | 加仓 |
| NWSA | NEWS CORP NEW | $515.09万 | 0.02% | 207,447 | 207,447 | — | $515.09万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $524.19万 | 0.02% | 17,293 | 943 | 5.8% | $28.58万 | 加仓 |
| — | ELEVATION SERIES TRUST | $527.19万 | 0.02% | 213,613 | 7,658 | 3.7% | $18.90万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $537.94万 | 0.03% | 184,436 | 49,613 | 36.8% | $144.70万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $539.90万 | 0.03% | 211,560 | 2,285 | 1.1% | $5.83万 | 加仓 |
| IXUS | ISHARES TR | $540.20万 | 0.03% | 56,601 | 3,863 | 7.3% | $36.87万 | 加仓 |
| VST | VISTRA CORP | $540.44万 | 0.03% | 34,068 | 1,873 | 5.8% | $29.71万 | 加仓 |
| — | PALMER SQUARE FUNDS TR | $541.64万 | 0.03% | 264,731 | 21,843 | 9.0% | $44.69万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $543.89万 | 0.03% | 44,178 | -97,033 | -68.7% | -$1,194.61万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $545.49万 | 0.03% | 32,062 | 5,329 | 19.9% | $90.67万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $545.87万 | 0.03% | 16,535 | -9,526 | -36.6% | -$314.48万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $546.21万 | 0.03% | 80,847 | 7,347 | 10.0% | $49.64万 | 加仓 |
| — | ELECTRONIC ARTS INC | $554.46万 | 0.03% | 27,041 | 25,153 | 1,332.3% | $515.74万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $557.06万 | 0.03% | 206,978 | 13,480 | 7.0% | $36.28万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $561.57万 | 0.03% | 187,752 | -28,572 | -13.2% | -$85.46万 | 减仓 |
| P | EVERPURE INC | $562.06万 | 0.03% | 71,338 | 4,075 | 6.1% | $32.11万 | 加仓 |
| AGG | ISHARES TR | $562.20万 | 0.03% | 56,799 | -2,698 | -4.5% | -$26.70万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $562.20万 | 0.03% | 44,415 | 3,449 | 8.4% | $43.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $567.58万 | 0.03% | 154,297 | 22,389 | 17.0% | $82.36万 | 加仓 |
| IWO | ISHARES TR | $568.05万 | 0.03% | 14,419 | 241 | 1.7% | $9.49万 | 加仓 |
| ASML | ASML HLDG NV | $568.75万 | 0.03% | 2,858 | -571 | -16.7% | -$113.63万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $573.67万 | 0.03% | 59,454 | -18,422 | -23.7% | -$177.75万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $576.16万 | 0.03% | 345,004 | 6,644 | 2.0% | $11.10万 | 加仓 |
| — | ELEVATION SERIES TRUST | $579.21万 | 0.03% | 233,739 | -65,136 | -21.8% | -$161.41万 | 减仓 |
| ETN | EATON CORP PLC | $584.63万 | 0.03% | 13,719 | -13,130 | -48.9% | -$559.53万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $587.30万 | 0.03% | 121,268 | -113,575 | -48.4% | -$550.04万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $588.05万 | 0.03% | 123,255 | 7,335 | 6.3% | $35.00万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $591.09万 | 0.03% | 64,187 | 8,192 | 14.6% | $75.44万 | 加仓 |
| SDIV | GLOBAL X FDS | $592.84万 | 0.03% | 242,569 | 1,682 | 0.7% | $4.11万 | 加仓 |
| IAU | ISHARES GOLD TR | $594.76万 | 0.03% | 78,766 | 13,148 | 20.0% | $99.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $595.04万 | 0.03% | 73,855 | 4,043 | 5.8% | $32.57万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $600.01万 | 0.03% | 157,804 | 157,741 | 250,382.5% | $599.77万 | 加仓 |
| ANGL | VANECK ETF TRUST | $600.56万 | 0.03% | 205,389 | 7,408 | 3.7% | $21.66万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $600.61万 | 0.03% | 19,824 | 2,278 | 13.0% | $69.02万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $601.04万 | 0.03% | 324,360 | 45,888 | 16.5% | $85.03万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $604.24万 | 0.03% | 14,004 | 761 | 5.7% | $32.84万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $619.77万 | 0.03% | 135,675 | -46,726 | -25.6% | -$213.45万 | 减仓 |
| ALL | ALLSTATE CORP | $619.91万 | 0.03% | 26,054 | 5,964 | 29.7% | $141.90万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $628.30万 | 0.03% | 77,282 | 16,905 | 28.0% | $137.44万 | 加仓 |
| — | STERLING CAP FDS | $634.92万 | 0.03% | 254,171 | -4,440 | -1.7% | -$11.09万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $634.93万 | 0.03% | 102,227 | 57,024 | 126.2% | $354.18万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $636.83万 | 0.03% | 133,089 | 21,676 | 19.5% | $103.72万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $637.37万 | 0.03% | 49,888 | 1,187 | 2.4% | $15.17万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $639.07万 | 0.03% | 82,025 | 403 | 0.5% | $3.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $640.29万 | 0.03% | 16,101 | -4,943 | -23.5% | -$196.57万 | 减仓 |
| NEM | NEWMONT CORP | $648.25万 | 0.03% | 69,404 | -2,321 | -3.2% | -$21.68万 | 减仓 |
| TJX | TJX COS INC NEW | $651.24万 | 0.03% | 42,987 | 2,786 | 6.9% | $42.21万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $651.89万 | 0.03% | 278,112 | -54,960 | -16.5% | -$128.83万 | 减仓 |
| APP | APPLOVIN CORP | $652.62万 | 0.03% | 12,667 | 2,045 | 19.3% | $105.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $653.21万 | 0.03% | 109,434 | 8,752 | 8.7% | $52.24万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $656.31万 | 0.03% | 252,750 | 250,789 | 12,788.8% | $651.22万 | 加仓 |
| TBIL | RBB FD INC | $657.73万 | 0.03% | 131,916 | 82,254 | 165.6% | $410.12万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $657.75万 | 0.03% | 55,718 | 8,281 | 17.5% | $97.76万 | 加仓 |
| — | ISHARES TR | $663.92万 | 0.03% | 154,473 | -101,111 | -39.6% | -$434.57万 | 减仓 |
| FLEX | FLEX LTD | $664.70万 | 0.03% | 41,013 | -1,161 | -2.8% | -$18.82万 | 减仓 |
| CI | THE CIGNA GROUP | $666.40万 | 0.03% | 24,173 | -4,482 | -15.6% | -$123.56万 | 减仓 |
| SO | SOUTHERN CO | $667.01万 | 0.03% | 69,691 | 10,640 | 18.0% | $101.83万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $667.44万 | 0.03% | 87,020 | 31,501 | 56.7% | $241.61万 | 加仓 |
| IGOV | ISHARES TR | $670.66万 | 0.03% | 163,454 | 48,689 | 42.4% | $199.77万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $671.19万 | 0.03% | 76,470 | -149,998 | -66.2% | -$1,316.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $673.71万 | 0.03% | 19,918 | 1,479 | 8.0% | $50.03万 | 加仓 |
| — | WISDOMTREE TR | $674.27万 | 0.03% | 153,062 | -99,251 | -39.3% | -$437.22万 | 减仓 |
| CIEN | CIENA CORP | $677.83万 | 0.03% | 13,817 | 10,865 | 368.1% | $533.01万 | 加仓 |
| SJM | SMUCKER J M CO | $677.86万 | 0.03% | 60,254 | 6,156 | 11.4% | $69.26万 | 加仓 |
| IJH | ISHARES TR | $680.34万 | 0.03% | 88,229 | -2,409 | -2.7% | -$18.58万 | 减仓 |
| VV | VANGUARD INDEX FDS | $685.58万 | 0.03% | 19,934 | 9,205 | 85.8% | $316.58万 | 加仓 |
| IWF | ISHARES TR | $686.03万 | 0.03% | 55,249 | 5,109 | 10.2% | $63.44万 | 加仓 |
| SYY | SYSCO CORP | $692.00万 | 0.03% | 82,795 | -1,211 | -1.4% | -$10.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $696.48万 | 0.03% | 42,581 | 5,566 | 15.0% | $91.04万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $703.18万 | 0.03% | 171,089 | 58,972 | 52.6% | $242.37万 | 加仓 |
| HON | HONEYWELL INTL INC | $706.35万 | 0.03% | 31,552 | -6,253 | -16.5% | -$139.99万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $709.25万 | 0.03% | 14,851 | 1,975 | 15.3% | $94.32万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $710.53万 | 0.03% | 242,504 | -4,726 | -1.9% | -$13.85万 | 减仓 |
| SHOP | SHOPIFY INC | $714.94万 | 0.03% | 62,616 | 16,525 | 35.9% | $188.68万 | 加仓 |
| BIL | SPDR SERIES TRUST | $715.37万 | 0.03% | 78,064 | -77,105 | -49.7% | -$706.59万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $716.94万 | 0.03% | 116,652 | 13,241 | 12.8% | $81.38万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $719.12万 | 0.03% | 231,227 | 11,253 | 5.1% | $35.00万 | 加仓 |
| WAT | WATERS CORP | $721.09万 | 0.03% | 19,227 | 18,310 | 1,996.7% | $686.70万 | 加仓 |
| IWM | ISHARES TR | $728.74万 | 0.03% | 24,254 | -4,326 | -15.1% | -$129.98万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $730.38万 | 0.03% | 182,548 | -70,804 | -27.9% | -$283.29万 | 减仓 |
| MAS | MASCO CORP | $732.64万 | 0.03% | 90,040 | 3,335 | 3.8% | $27.14万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $743.60万 | 0.03% | 179,266 | -2,117 | -1.2% | -$8.78万 | 减仓 |
| ZROZ | PIMCO ETF TR | $746.84万 | 0.03% | 116,512 | 78,409 | 205.8% | $502.60万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $747.89万 | 0.03% | 317,983 | 91,234 | 40.2% | $214.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $758.17万 | 0.04% | 72,929 | 8,190 | 12.7% | $85.14万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $761.83万 | 0.04% | 147,128 | 21,287 | 16.9% | $110.22万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $766.79万 | 0.04% | 48,524 | 5,705 | 13.3% | $90.15万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $774.30万 | 0.04% | 26,409 | -341 | -1.3% | -$10.00万 | 减仓 |
| SBUX | STARBUCKS CORP | $778.90万 | 0.04% | 76,218 | 14,446 | 23.4% | $147.63万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $782.37万 | 0.04% | 191,018 | -7,890 | -4.0% | -$32.32万 | 减仓 |
| IEF | ISHARES TR | $792.33万 | 0.04% | 83,781 | 14,124 | 20.3% | $133.57万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $795.05万 | 0.04% | 137,862 | 37,186 | 36.9% | $214.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $804.36万 | 0.04% | 181,326 | 9,332 | 5.4% | $41.40万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $805.55万 | 0.04% | 507,270 | -475,251 | -48.4% | -$754.70万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $818.68万 | 0.04% | 42,057 | 13,532 | 47.4% | $263.41万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $835.41万 | 0.04% | 442,718 | -134,802 | -23.3% | -$254.37万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $837.80万 | 0.04% | 120,581 | 12,688 | 11.8% | $88.16万 | 加仓 |
| — | TIDAL TRUST II | $842.44万 | 0.04% | 73,705 | -930 | -1.2% | -$10.63万 | 减仓 |