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
TMUS T-MOBILE US INC $846.19万0.04%50,446 6,20914.0% $104.15万 加仓
CDNS CADENCE DESIGN SYSTEM INC $851.33万0.04%22,683 4,34523.7% $163.07万 加仓
WTV WISDOMTREE TR $861.57万0.04%84,700 4,3105.4% $43.84万 加仓
PCAR PACCAR INC $862.31万0.04%71,786 28,16964.6% $338.37万 加仓
VRSN VERISIGN INC $866.36万0.04%34,438 1,1843.6% $29.79万 加仓
NVT NVENT ELEC PLC $879.71万0.04%51,864 5,56112.0% $94.32万 加仓
XLP SELECT SECTOR SPDR TR $881.29万0.04%106,090 -35,001-24.8% -$290.75万 减仓
TLT ISHARES TR $882.51万0.04%102,119 -456,758-81.7% -$3,947.30万 减仓
LTPZ PIMCO ETF TR $884.01万0.04%174,533 110,326171.8% $558.80万 加仓
ADBE ADOBE INC $888.53万0.04%43,339 20,30588.2% $416.29万 加仓
SPTL SPDR SERIES TRUST $891.66万0.04%339,937 -476,019-58.3% -$1,248.60万 减仓
XTEN BONDBLOXX ETF TRUST $895.49万0.04%196,467 -54,830-21.8% -$249.91万 减仓
XTRE BONDBLOXX ETF TRUST $908.63万0.04%185,320 36,82324.8% $180.54万 加仓
— TIDAL TRUST II $924.09万0.04%524,994 -29,853-5.4% -$52.55万 减仓
CEG CONSTELLATION ENERGY CORP $925.69万0.04%37,269 1,6844.7% $41.83万 加仓
FTI TECHNIPFMC PLC $940.93万0.04%141,920 -50,613-26.3% -$335.56万 减仓
CAH CARDINAL HEALTH INC $941.04万0.04%39,612 30,547337.0% $725.69万 加仓
VOE VANGUARD INDEX FDS $953.83万0.04%48,269 3,0386.7% $60.03万 加仓
COR CENCORA INC $954.15万0.04%33,715 4,30514.6% $121.83万 加仓
PH PARKER-HANNIFIN CORP $966.51万0.05%9,881 2582.7% $25.24万 加仓
— INNOVATOR ETFS TRUST $970.99万0.05%354,439 354,439— $970.99万 新建仓
DIHP DIMENSIONAL ETF TRUST $980.85万0.05%287,426 9,7133.5% $33.15万 加仓
WDC WESTERN DIGITAL CORP $981.67万0.05%15,369 8,569126.0% $547.33万 加仓
ACWX ISHARES TR $988.28万0.05%129,848 20,96619.3% $159.57万 加仓
SCHZ SCHWAB STRATEGIC TR $994.02万0.05%429,753 50,22713.2% $116.17万 加仓
DIS DISNEY WALT CO $994.76万0.05%103,350 16,46318.9% $158.46万 加仓
GILD GILEAD SCIENCES INC $1,002.78万0.05%79,370 14,31722.0% $180.88万 加仓
DVY ISHARES TR $1,020.11万0.05%65,266 -33,448-33.9% -$522.79万 减仓
— VIRTUS ETF TR II $1,026.40万0.05%443,753 51,69713.2% $119.57万 加仓
CHRW C H ROBINSON WORLDWIDE IN $1,030.02万0.05%54,689 2,8845.6% $54.32万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,033.30万0.05%43,668 2,2715.5% $53.74万 加仓
BTAL AGF INVTS TR $1,034.26万0.05%927,590 154,63920.0% $172.42万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $1,035.21万0.05%127,709 27,48727.4% $222.81万 加仓
UNP UNION PAC CORP $1,046.36万0.05%38,471 -84-0.2% -$2.28万 减仓
DFIV DIMENSIONAL ETF TRUST $1,057.41万0.05%195,742 6,5273.4% $35.26万 加仓
UPS UNITED PARCEL SVCS INC $1,058.61万0.05%98,477 30,71145.3% $330.14万 加仓
SFLR INNOVATOR ETFS TRUST $1,075.30万0.05%278,719 31,47512.7% $121.43万 加仓
FCX FREEPORT MCMORAN INC $1,079.51万0.05%171,651 -656-0.4% -$4.13万 减仓
— INVESCO ACTIVELY MANAGED EXC $1,079.58万0.05%263,698 263,618329,522.5% $1,079.25万 加仓
MUNI PIMCO ETF TR $1,084.44万0.05%206,167 128,141164.2% $674.02万 加仓
FNCL FIDELITY COVINGTON TRUST $1,087.81万0.05%142,087 18,55415.0% $142.05万 加仓
GGOV BLACKROCK ETF TRUST II $1,093.16万0.05%217,371 217,371— $1,093.16万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $1,105.24万0.05%195,686 -109,046-35.8% -$615.89万 减仓
SIL GLOBAL X FDS $1,111.29万0.05%143,467 141,5197,264.8% $1,096.20万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $1,120.70万0.05%61,866 61,866— $1,120.70万 新建仓
AVMC AMERICAN CENTY ETF TR $1,132.86万0.05%141,166 28,07624.8% $225.31万 加仓
XLSR SSGA ACTIVE TR $1,137.54万0.05%175,384 18,01811.4% $116.86万 加仓
ENTG ENTEGRIS INC $1,139.06万0.05%63,329 3,6636.1% $65.88万 加仓
SCHD SCHWAB STRATEGIC TR $1,139.53万0.05%359,359 54,32417.8% $172.26万 加仓
MGK VANGUARD WORLD FD $1,143.52万0.05%130,079 58,44981.6% $513.82万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,160.03万0.05%15,201 1,1548.2% $88.07万 加仓
DFAE DIMENSIONAL ETF TRUST $1,169.29万0.05%290,795 3,2391.1% $13.02万 加仓
CLOA BLACKROCK ETF TRUST II $1,176.59万0.05%226,661 -47,712-17.4% -$247.67万 减仓
DFEV DIMENSIONAL ETF TRUST $1,176.95万0.05%275,843 6020.2% $2.57万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $1,185.29万0.06%470,914 314,545201.2% $791.71万 加仓
VBR VANGUARD INDEX FDS $1,188.27万0.06%48,902 1,8674.0% $45.37万 加仓
PANW PALO ALTO NETWORKS INC $1,203.12万0.06%35,280 -6,103-14.7% -$208.13万 减仓
JBBB JANUS DETROIT STR TR $1,209.56万0.06%255,448 -16,443-6.0% -$77.86万 减仓
SPDW SPDR INDEX SHS FDS $1,225.57万0.06%243,217 -1,366-0.6% -$6.88万 减仓
VXUS VANGUARD STAR FDS $1,248.95万0.06%146,093 -3,417-2.3% -$29.21万 减仓
GDX VANECK ETF TRUST $1,252.26万0.06%165,971 145,358705.2% $1,096.73万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $1,263.67万0.06%787,825 87,90212.6% $140.99万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,264.27万0.06%346,091 14,1934.3% $51.85万 加仓
KLAC KLA CORP $1,274.28万0.06%42,234 -30,426-41.9% -$918.01万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,286.48万0.06%221,044 9,7994.6% $57.03万 加仓
VGLT VANGUARD SCOTTSDALE FDS $1,290.63万0.06%233,894 -13,818-5.6% -$76.25万 减仓
KO COCA COLA CO $1,301.38万0.06%160,128 11,6777.9% $94.90万 加仓
SPTI SPDR SERIES TRUST $1,321.04万0.06%465,318 34,4848.0% $97.90万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1,336.10万0.06%13,845 -69,678-83.4% -$6,724.23万 减仓
— FIDELITY COVINGTON TRUST $1,339.30万0.06%377,266 377,207639,333.9% $1,339.09万 加仓
VUSB VANGUARD BD INDEX FDS $1,350.45万0.06%271,284 -34,010-11.1% -$169.30万 减仓
VGT VANGUARD WORLD FD $1,373.97万0.06%114,957 2,6612.4% $31.80万 加仓
SCHG SCHWAB STRATEGIC TR $1,375.38万0.06%406,437 12,0123.0% $40.65万 加仓
IAGG ISHARES TR $1,442.27万0.07%285,032 -5,269-1.8% -$26.66万 减仓
TAN INVESCO EXCH TRADED FD TR II $1,464.16万0.07%247,534 38,53318.4% $227.92万 加仓
BALT INNOVATOR ETFS TRUST $1,464.26万0.07%427,273 -166,901-28.1% -$571.97万 减仓
QCOM QUALCOMM INC $1,468.52万0.07%79,467 27,44352.8% $507.14万 加仓
AVLV AMERICAN CENTY ETF TR $1,469.17万0.07%161,076 95,207144.5% $868.38万 加仓
FDLO FIDELITY COVINGTON TRUST $1,470.47万0.07%215,183 22,05911.4% $150.74万 加仓
PEP PEPSICO INC $1,471.33万0.07%108,664 -31,785-22.6% -$430.37万 减仓
QFLR INNOVATOR ETFS TRUST $1,471.72万0.07%403,431 3,7020.9% $13.50万 加仓
OUNZ VANECK MERK GOLD ETF $1,471.94万0.07%381,430 -64,656-14.5% -$249.51万 减仓
XLRE SELECT SECTOR SPDR TR $1,529.25万0.07%347,324 16,6895.0% $73.48万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $1,549.57万0.07%768,253 64,5699.2% $130.24万 加仓
MCO MOODYS CORP $1,586.85万0.07%35,034 2,1796.6% $98.70万 加仓
XEL XCEL ENERGY INC $1,594.27万0.07%198,538 -25,997-11.6% -$208.76万 减仓
IALT BLACKROCK ETF TRUST $1,603.15万0.07%571,535 571,535— $1,603.15万 新建仓
QUAL ISHARES TR $1,608.14万0.07%73,287 -228,684-75.7% -$5,018.02万 减仓
AVLC AMERICAN CENTY ETF TR $1,621.48万0.08%180,245 29,64619.7% $266.69万 加仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $1,629.35万0.08%636,465 45,4627.7% $116.38万 加仓
RSG REPUBLIC SVCS INC $1,641.81万0.08%77,052 5,7988.1% $123.54万 加仓
FOXY SIMPLIFY EXCHANGE TRADED FUN $1,643.91万0.08%551,834 39,8147.8% $118.61万 加仓
SRE SEMPRA $1,649.37万0.08%177,909 -4,664-2.6% -$43.24万 减仓
IGSB ISHARES TR $1,657.77万0.08%316,308 -136,988-30.2% -$717.96万 减仓
BINC BLACKROCK ETF TRUST II $1,681.63万0.08%321,288 -65,655-17.0% -$343.64万 减仓
COLM COLUMBIA SPORTSWEAR CO $1,705.08万0.08%275,811 20,6108.1% $127.41万 加仓
FDS FACTSET RESH SYS INC $1,715.13万0.08%74,546 72,2123,093.9% $1,661.43万 加仓
MRVL MARVELL TECHNOLOGY INC $1,719.01万0.08%57,705 -33,225-36.5% -$989.76万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1,744.19万0.08%107,973 5,0874.9% $82.17万 加仓
XLB SELECT SECTOR SPDR TR $1,770.32万0.08%348,281 -37,654-9.8% -$191.40万 减仓