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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,569.82万 | 0.08% | 244,977 | 14,368 | 6.2% | $92.07万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $1,614.64万 | 0.09% | 556,747 | 1,797 | 0.3% | $5.21万 | 加仓 |
| BBY | BEST BUY INC | $1,624.76万 | 0.09% | 253,078 | 57,958 | 29.7% | $372.09万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,670.10万 | 0.09% | 311,880 | 108,541 | 53.4% | $581.23万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,673.90万 | 0.09% | 206,782 | 25,999 | 14.4% | $210.46万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,681.75万 | 0.09% | 128,358 | -27,574 | -17.7% | -$361.27万 | 减仓 |
| — | ELEVATION SERIES TRUST | $1,693.01万 | 0.09% | 436,021 | 1,294 | 0.3% | $5.02万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,701.73万 | 0.09% | 982,521 | 982,521 | — | $1,701.73万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $1,721.25万 | 0.09% | 482,141 | 107,290 | 28.6% | $383.03万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,727.22万 | 0.09% | 304,732 | 61,000 | 25.0% | $345.75万 | 加仓 |
| MRK | MERCK & CO INC | $1,733.20万 | 0.09% | 144,082 | -8,425 | -5.5% | -$101.35万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,742.48万 | 0.09% | 100,460 | -212 | -0.2% | -$3.68万 | 减仓 |
| — | ELEVATION SERIES TRUST | $1,749.79万 | 0.09% | 425,730 | 320,857 | 305.9% | $1,318.75万 | 加仓 |
| GPC | GENUINE PARTS CO | $1,756.70万 | 0.09% | 166,117 | 2,718 | 1.7% | $28.74万 | 加仓 |
| SRE | SEMPRA | $1,774.07万 | 0.10% | 182,573 | 13,908 | 8.2% | $135.14万 | 加仓 |
| IYM | ISHARES TR | $1,781.84万 | 0.10% | 101,287 | 83,987 | 485.5% | $1,477.50万 | 加仓 |
| XEL | XCEL ENERGY INC | $1,783.72万 | 0.10% | 224,535 | 31,062 | 16.1% | $246.76万 | 加仓 |
| MUB | ISHARES TR | $1,802.82万 | 0.10% | 169,836 | -279,968 | -62.2% | -$2,971.88万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,809.81万 | 0.10% | 249,767 | 11,529 | 4.8% | $83.54万 | 加仓 |
| CAT | CATERPILLAR INC | $1,810.18万 | 0.10% | 25,550 | 1,036 | 4.2% | $73.40万 | 加仓 |
| AGEM | ABRDN FDS | $1,817.48万 | 0.10% | 448,051 | -3,931 | -0.9% | -$15.95万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $1,882.14万 | 0.10% | 845,148 | 37,807 | 4.7% | $84.20万 | 加仓 |
| DON | WISDOMTREE TR | $1,883.23万 | 0.10% | 358,439 | 22,965 | 6.8% | $120.66万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1,906.85万 | 0.10% | 189,265 | 29,681 | 18.6% | $299.04万 | 加仓 |
| ATR | APTARGROUP INC | $1,912.18万 | 0.10% | 151,735 | -182,972 | -54.7% | -$2,305.83万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $1,928.53万 | 0.10% | 385,935 | 132,674 | 52.4% | $662.98万 | 加仓 |
| — | ELEVATION SERIES TRUST | $1,946.81万 | 0.11% | 479,003 | 478,568 | 110,015.6% | $1,945.04万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1,952.23万 | 0.11% | 475,458 | 475,458 | — | $1,952.23万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $1,966.03万 | 0.11% | 254,825 | -89,930 | -26.1% | -$693.83万 | 减仓 |
| APH | AMPHENOL CORP | $1,984.23万 | 0.11% | 157,042 | 4,203 | 2.7% | $53.11万 | 加仓 |
| OGE | OGE ENERGY CORP | $1,985.89万 | 0.11% | 414,072 | 47,314 | 12.9% | $226.92万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,988.40万 | 0.11% | 594,174 | -94,367 | -13.7% | -$315.80万 | 减仓 |
| DTE | DTE ENERGY CO | $1,989.32万 | 0.11% | 136,049 | 12,876 | 10.5% | $188.27万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,009.40万 | 0.11% | 386,943 | 5,249 | 1.4% | $27.26万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $2,009.62万 | 0.11% | 446,086 | 437,945 | 5,379.5% | $1,972.94万 | 加仓 |
| OKE | ONEOK INC NEW | $2,020.38万 | 0.11% | 223,518 | 22,368 | 11.1% | $202.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,024.75万 | 0.11% | 63,114 | 8,383 | 15.3% | $268.93万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $2,047.00万 | 0.11% | 416,393 | 75,708 | 22.2% | $372.18万 | 加仓 |
| PPL | PPL CORP | $2,047.56万 | 0.11% | 536,010 | 67,277 | 14.4% | $257.00万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2,050.44万 | 0.11% | 227,548 | 48,907 | 27.4% | $440.70万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $2,052.98万 | 0.11% | 642,963 | -242,447 | -27.4% | -$774.13万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2,098.67万 | 0.11% | 420,154 | 406,992 | 3,092.2% | $2,032.92万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,103.46万 | 0.11% | 226,468 | 36,735 | 19.4% | $341.20万 | 加仓 |
| STIP | ISHARES TR | $2,110.21万 | 0.11% | 204,023 | 197,263 | 2,918.1% | $2,040.29万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,116.56万 | 0.11% | 410,581 | 90,778 | 28.4% | $467.96万 | 加仓 |
| — | ELEVATION SERIES TRUST | $2,130.54万 | 0.12% | 970,604 | 970,604 | — | $2,130.54万 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $2,138.68万 | 0.12% | 427,308 | 27,772 | 7.0% | $139.00万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2,141.84万 | 0.12% | 190,622 | 291 | 0.2% | $3.27万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2,145.96万 | 0.12% | 815,956 | -381,148 | -31.8% | -$1,002.42万 | 减仓 |
| PEP | PEPSICO INC | $2,181.07万 | 0.12% | 140,449 | 7,981 | 6.0% | $123.94万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2,203.36万 | 0.12% | 474,246 | 121,293 | 34.4% | $563.53万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,220.97万 | 0.12% | 141,211 | -28,813 | -16.9% | -$453.17万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,231.45万 | 0.12% | 137,977 | 4,081 | 3.0% | $66.00万 | 加仓 |
| CMS | CMS ENERGY CORP | $2,250.87万 | 0.12% | 290,135 | 37,361 | 14.8% | $289.85万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,252.06万 | 0.12% | 533,410 | 14,909 | 2.9% | $62.95万 | 加仓 |
| — | ELEVATION SERIES TRUST | $2,261.28万 | 0.12% | 936,998 | -2,206,231 | -70.2% | -$5,324.34万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,284.22万 | 0.12% | 922,916 | -543,508 | -37.1% | -$1,345.18万 | 减仓 |
| IEI | ISHARES TR | $2,285.32万 | 0.12% | 192,693 | 6,145 | 3.3% | $72.88万 | 加仓 |
| GLDM | WORLD GOLD TR | $2,311.60万 | 0.12% | 249,390 | -81,260 | -24.6% | -$753.20万 | 减仓 |
| CVS | CVS HEALTH CORP | $2,325.21万 | 0.13% | 323,757 | 79,618 | 32.6% | $571.81万 | 加仓 |
| FE | FIRSTENERGY CORP | $2,347.02万 | 0.13% | 463,287 | 82,290 | 21.6% | $416.88万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,355.26万 | 0.13% | 203,445 | 25,437 | 14.3% | $294.48万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $2,362.81万 | 0.13% | 1,005,237 | -159,007 | -13.7% | -$373.75万 | 减仓 |
| IGSB | ISHARES TR | $2,382.52万 | 0.13% | 453,296 | 167,860 | 58.8% | $882.27万 | 加仓 |
| IDEV | ISHARES TR | $2,395.57万 | 0.13% | 286,655 | -11,818 | -4.0% | -$98.76万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,416.73万 | 0.13% | 258,972 | 1,082 | 0.4% | $10.10万 | 加仓 |
| — | ELEVATION SERIES TRUST | $2,447.09万 | 0.13% | 665,679 | 8,248 | 1.3% | $30.32万 | 加仓 |
| EXC | EXELON CORP | $2,456.97万 | 0.13% | 501,219 | 78,899 | 18.7% | $386.76万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $2,459.09万 | 0.13% | 515,315 | 138,549 | 36.8% | $661.16万 | 加仓 |
| GLD | SPDR GOLD TR | $2,526.90万 | 0.14% | 58,726 | -12,947 | -18.1% | -$557.09万 | 减仓 |
| CMBS | ISHARES TR | $2,551.40万 | 0.14% | 523,579 | 33,033 | 6.7% | $160.97万 | 加仓 |
| EIX | EDISON INTL | $2,552.45万 | 0.14% | 348,792 | -124,162 | -26.3% | -$908.61万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,556.88万 | 0.14% | 215,532 | -28,509 | -11.7% | -$338.20万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2,572.42万 | 0.14% | 263,327 | 21,508 | 8.9% | $210.11万 | 加仓 |
| LIN | LINDE PLC | $2,602.62万 | 0.14% | 52,495 | 3,448 | 7.0% | $170.95万 | 加仓 |
| ES | EVERSOURCE ENERGY | $2,634.87万 | 0.14% | 380,321 | 65,498 | 20.8% | $453.77万 | 加仓 |
| OMC | OMNICOM GROUP INC | $2,650.74万 | 0.14% | 351,980 | 36,505 | 11.6% | $274.92万 | 加仓 |
| DOV | DOVER CORP | $2,666.91万 | 0.14% | 127,935 | 128 | 0.1% | $2.67万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $2,698.20万 | 0.15% | 1,264,387 | 47,478 | 3.9% | $101.32万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,705.14万 | 0.15% | 694,340 | 20,201 | 3.0% | $78.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,738.07万 | 0.15% | 744,849 | 39,753 | 5.6% | $146.13万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,745.83万 | 0.15% | 1,051,239 | 207,145 | 24.5% | $541.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,751.37万 | 0.15% | 440,572 | 13,208 | 3.1% | $82.48万 | 加仓 |
| BG | BUNGE GLOBAL SA | $2,767.34万 | 0.15% | 217,555 | 47,456 | 27.9% | $603.65万 | 加仓 |
| CSX | CSX CORP | $2,789.41万 | 0.15% | 679,515 | 1,642 | 0.2% | $6.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,822.49万 | 0.15% | 143,858 | 40,252 | 38.9% | $789.74万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $2,826.37万 | 0.15% | 282,158 | 1,372 | 0.5% | $13.74万 | 加仓 |
| TFC | TRUIST FINL CORP | $2,834.15万 | 0.15% | 616,520 | 102,314 | 19.9% | $470.34万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2,837.38万 | 0.15% | 938,908 | -38,626 | -4.0% | -$116.73万 | 减仓 |
| KEY | KEYCORP | $2,870.40万 | 0.16% | 1,431,619 | 329,906 | 29.9% | $661.46万 | 加仓 |
| GE | GE AEROSPACE | $2,938.11万 | 0.16% | 103,540 | -88,031 | -46.0% | -$2,498.02万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $2,943.74万 | 0.16% | 155,137 | 155,137 | — | $2,943.74万 | 新建仓 |
| DECW | AIM ETF PRODUCTS TRUST | $2,962.58万 | 0.16% | 886,736 | -490 | -0.1% | -$1.64万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,969.01万 | 0.16% | 1,897,133 | 188,581 | 11.0% | $295.13万 | 加仓 |
| IUSB | ISHARES TR | $2,971.12万 | 0.16% | 643,239 | 54,643 | 9.3% | $252.40万 | 加仓 |
| F | FORD MTR CO | $2,975.55万 | 0.16% | 2,578,463 | 578,315 | 28.9% | $667.38万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,977.97万 | 0.16% | 491,008 | 90,056 | 22.5% | $546.19万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $3,012.95万 | 0.16% | 831,845 | 31,980 | 4.0% | $115.83万 | 加仓 |
| MTUM | ISHARES TR | $3,020.91万 | 0.16% | 125,877 | -4,263 | -3.3% | -$102.31万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $3,068.12万 | 0.17% | 511,610 | 99,124 | 24.0% | $594.45万 | 加仓 |