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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $1,782.68万 | 0.08% | 48,392 | -10,334 | -17.6% | -$380.69万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,792.59万 | 0.08% | 107,554 | 7,094 | 7.1% | $118.23万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,925.44万 | 0.09% | 65,836 | 64,249 | 4,048.5% | $1,879.03万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,935.80万 | 0.09% | 271,691 | 26,714 | 10.9% | $190.34万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $1,969.00万 | 0.09% | 384,496 | -26,085 | -6.4% | -$133.58万 | 减仓 |
| GEV | GE VERNOVA INC | $1,969.98万 | 0.09% | 16,767 | 548 | 3.4% | $64.39万 | 加仓 |
| — | SPDR INDEX SHS FDS | $1,971.67万 | 0.09% | 246,742 | -8,083 | -3.2% | -$64.59万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $1,991.91万 | 0.09% | 622,667 | -20,296 | -3.2% | -$64.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,003.19万 | 0.09% | 139,937 | 11,579 | 9.0% | $165.75万 | 加仓 |
| DON | WISDOMTREE TR | $2,011.33万 | 0.09% | 355,863 | -2,576 | -0.7% | -$14.56万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $2,028.38万 | 0.09% | 416,674 | 281 | 0.1% | $1.37万 | 加仓 |
| FNB | F N B CORP | $2,054.12万 | 0.10% | 1,076,584 | 1,076,584 | — | $2,054.12万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $2,063.13万 | 0.10% | 179,618 | -11,004 | -5.8% | -$126.39万 | 减仓 |
| ATR | APTARGROUP INC | $2,077.01万 | 0.10% | 165,893 | 14,158 | 9.3% | $177.26万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $2,106.47万 | 0.10% | 445,622 | -69,693 | -13.5% | -$329.44万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2,107.51万 | 0.10% | 53,058 | 10,179 | 23.7% | $404.32万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $2,108.74万 | 0.10% | 440,323 | -5,925 | -1.3% | -$28.38万 | 减仓 |
| AGEM | ABRDN FDS | $2,144.24万 | 0.10% | 434,232 | -13,819 | -3.1% | -$68.24万 | 减仓 |
| IEI | ISHARES TR | $2,156.91万 | 0.10% | 183,643 | -9,050 | -4.7% | -$106.29万 | 减仓 |
| GLDM | WORLD GOLD TR | $2,203.82万 | 0.10% | 277,490 | 28,100 | 11.3% | $223.17万 | 加仓 |
| DTE | DTE ENERGY CO | $2,225.56万 | 0.10% | 146,060 | 10,011 | 7.4% | $152.54万 | 加仓 |
| IWP | ISHARES TR | $2,238.48万 | 0.10% | 152,890 | 33,461 | 28.0% | $489.91万 | 加仓 |
| PPL | PPL CORP | $2,258.85万 | 0.11% | 621,417 | 85,407 | 15.9% | $310.45万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,271.59万 | 0.11% | 538,163 | 4,753 | 0.9% | $20.06万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $2,278.57万 | 0.11% | 454,714 | 27,406 | 6.4% | $137.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,315.37万 | 0.11% | 186,062 | -69,817 | -27.3% | -$868.81万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $2,315.54万 | 0.11% | 216,403 | 27,138 | 14.3% | $290.38万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,316.47万 | 0.11% | 303,203 | -172,621 | -36.3% | -$1,318.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,336.82万 | 0.11% | 122,656 | 78,769 | 179.5% | $1,500.69万 | 加仓 |
| APA | APA CORPORATION | $2,338.67万 | 0.11% | 718,044 | 532,812 | 287.6% | $1,735.37万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2,339.19万 | 0.11% | 345,014 | 33,134 | 10.6% | $224.65万 | 加仓 |
| KEY | KEYCORP | $2,353.24万 | 0.11% | 1,020,932 | -410,687 | -28.7% | -$946.63万 | 减仓 |
| EOG | EOG RES INC | $2,390.91万 | 0.11% | 184,299 | 176,743 | 2,339.1% | $2,292.88万 | 加仓 |
| IDEV | ISHARES TR | $2,392.02万 | 0.11% | 268,737 | -17,918 | -6.3% | -$159.49万 | 减仓 |
| MUB | ISHARES TR | $2,393.28万 | 0.11% | 222,382 | 52,546 | 30.9% | $565.50万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $2,402.35万 | 0.11% | 1,025,769 | 20,532 | 2.0% | $48.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,439.31万 | 0.11% | 108,921 | 84,788 | 351.3% | $1,898.84万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,469.08万 | 0.12% | 413,512 | -41,503 | -9.1% | -$247.81万 | 减仓 |
| OMC | OMNICOM GROUP INC | $2,469.13万 | 0.12% | 339,027 | -12,953 | -3.7% | -$94.34万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,482.43万 | 0.12% | 495,000 | 493,167 | 26,904.9% | $2,473.23万 | 加仓 |
| OGE | OGE ENERGY CORP | $2,489.50万 | 0.12% | 511,612 | 97,540 | 23.6% | $474.63万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $2,489.93万 | 0.12% | 494,328 | 18,870 | 4.0% | $95.05万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $2,500.96万 | 0.12% | 1,184,163 | -80,224 | -6.3% | -$169.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,508.74万 | 0.12% | 67,795 | 4,681 | 7.4% | $173.22万 | 加仓 |
| ORI | OLD REP INTL CORP | $2,509.39万 | 0.12% | 613,239 | 600,797 | 4,828.8% | $2,458.47万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,514.98万 | 0.12% | 583,385 | -248,460 | -29.9% | -$1,071.11万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,522.13万 | 0.12% | 260,334 | 1,362 | 0.5% | $13.20万 | 加仓 |
| MET | METLIFE INC | $2,528.36万 | 0.12% | 298,823 | 273,916 | 1,099.8% | $2,317.62万 | 加仓 |
| — | ELEVATION SERIES TRUST | $2,574.36万 | 0.12% | 1,081,663 | 144,665 | 15.4% | $344.30万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $2,584.10万 | 0.12% | 514,454 | 94,300 | 22.4% | $473.67万 | 加仓 |
| DOV | DOVER CORP | $2,586.46万 | 0.12% | 115,322 | -12,613 | -9.9% | -$282.89万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $2,596.59万 | 0.12% | 340,356 | 317,121 | 1,364.8% | $2,419.33万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2,597.29万 | 0.12% | 1,001,267 | 62,359 | 6.6% | $161.76万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,606.86万 | 0.12% | 372,036 | -139,574 | -27.3% | -$978.00万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,609.14万 | 0.12% | 87,534 | 18,826 | 27.4% | $561.15万 | 加仓 |
| MRK | MERCK & CO INC | $2,637.52万 | 0.12% | 205,251 | 61,169 | 42.5% | $786.03万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,650.82万 | 0.12% | 143,112 | 5,135 | 3.7% | $95.11万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,653.87万 | 0.12% | 573,686 | 567,544 | 9,240.4% | $2,625.46万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,675.40万 | 0.12% | 503,748 | -110,742 | -18.0% | -$588.15万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,685.37万 | 0.13% | 889,195 | -162,044 | -15.4% | -$489.37万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2,687.00万 | 0.13% | 230,106 | 26,661 | 13.1% | $311.33万 | 加仓 |
| T | AT&T INC | $2,695.39万 | 0.13% | 1,302,118 | -66,767 | -4.9% | -$138.21万 | 减仓 |
| EXC | EXELON CORP | $2,711.33万 | 0.13% | 581,581 | 80,362 | 16.0% | $374.65万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,720.52万 | 0.13% | 359,477 | 359,477 | — | $2,720.52万 | 新建仓 |
| TFC | TRUIST FINL CORP | $2,722.32万 | 0.13% | 546,432 | -70,088 | -11.4% | -$349.18万 | 减仓 |
| WSO | WATSCO INC | $2,744.82万 | 0.13% | 65,866 | 64,879 | 6,573.4% | $2,703.69万 | 加仓 |
| F | FORD MTR CO | $2,746.03万 | 0.13% | 1,975,561 | -602,902 | -23.4% | -$838.03万 | 减仓 |
| STIP | ISHARES TR | $2,746.61万 | 0.13% | 268,853 | 64,830 | 31.8% | $662.30万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,772.29万 | 0.13% | 526,552 | 94,997 | 22.0% | $500.16万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2,779.41万 | 0.13% | 257,878 | 30,330 | 13.3% | $326.90万 | 加仓 |
| TGT | TARGET CORP | $2,788.99万 | 0.13% | 213,534 | 205,210 | 2,465.3% | $2,680.27万 | 加仓 |
| CMBS | ISHARES TR | $2,798.88万 | 0.13% | 575,306 | 51,727 | 9.9% | $251.65万 | 加仓 |
| CVS | CVS HEALTH CORP | $2,800.65万 | 0.13% | 270,721 | -53,036 | -16.4% | -$548.67万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2,817.14万 | 0.13% | 293,086 | 43,319 | 17.3% | $416.38万 | 加仓 |
| CSX | CSX CORP | $2,857.38万 | 0.13% | 601,174 | -78,341 | -11.5% | -$372.35万 | 减仓 |
| EIX | EDISON INTL | $2,899.53万 | 0.14% | 389,463 | 40,671 | 11.7% | $302.79万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,904.25万 | 0.14% | 162,940 | 151,390 | 1,310.7% | $2,698.38万 | 加仓 |
| HPQ | HP INC | $2,915.61万 | 0.14% | 1,328,900 | 651,246 | 96.1% | $1,428.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,950.90万 | 0.14% | 113,303 | -66,169 | -36.9% | -$1,723.33万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,986.21万 | 0.14% | 723,928 | 29,588 | 4.3% | $122.05万 | 加仓 |
| APH | AMPHENOL CORP | $2,997.20万 | 0.14% | 169,985 | 12,943 | 8.2% | $228.21万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3,017.60万 | 0.14% | 208,669 | -6,863 | -3.2% | -$99.25万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,029.70万 | 0.14% | 513,682 | -31,210 | -5.7% | -$184.08万 | 减仓 |
| — | ELEVATION SERIES TRUST | $3,034.39万 | 0.14% | 1,207,960 | 237,356 | 24.5% | $596.24万 | 加仓 |
| CMS | CMS ENERGY CORP | $3,064.99万 | 0.14% | 400,653 | 110,518 | 38.1% | $845.46万 | 加仓 |
| LIN | LINDE PLC | $3,066.57万 | 0.14% | 59,091 | 6,596 | 12.6% | $342.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,125.56万 | 0.15% | 542,448 | 51,440 | 10.5% | $296.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,178.07万 | 0.15% | 454,658 | 14,086 | 3.2% | $98.46万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $3,183.78万 | 0.15% | 297,186 | 20,026 | 7.2% | $214.54万 | 加仓 |
| USB | US BANCORP | $3,192.14万 | 0.15% | 528,495 | -100,986 | -16.0% | -$609.96万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $3,199.77万 | 0.15% | 897,549 | 10,813 | 1.2% | $38.55万 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,203.71万 | 0.15% | 443,297 | 62,976 | 16.6% | $455.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,204.68万 | 0.15% | 34,258 | -25,387 | -42.6% | -$2,374.84万 | 减仓 |
| D | DOMINION ENERGY INC | $3,223.97万 | 0.15% | 472,104 | -50,763 | -9.7% | -$346.66万 | 减仓 |
| PKG | PACKAGING CORP AMER | $3,231.29万 | 0.15% | 135,609 | 133,119 | 5,346.1% | $3,171.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,251.14万 | 0.15% | 779,090 | 34,241 | 4.6% | $142.89万 | 加仓 |
| GIS | GENERAL MILLS INC | $3,252.99万 | 0.15% | 934,768 | 876,479 | 1,503.7% | $3,050.15万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,256.85万 | 0.15% | 1,836,913 | -60,220 | -3.2% | -$106.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $3,282.56万 | 0.15% | 278,229 | 112,112 | 67.5% | $1,322.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,306.26万 | 0.15% | 50,409 | 18,561 | 58.3% | $1,217.39万 | 加仓 |