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 |
|---|---|---|---|---|---|---|---|---|
| FDIS | FIDELITY COVINGTON TRUST | $1.03亿 | 0.56% | 1,103,019 | 136,414 | 14.1% | $1,272.20万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.05亿 | 0.57% | 2,335,738 | 78,560 | 3.5% | $354.46万 | 加仓 |
| TSLA | TESLA INC | $1.05亿 | 0.57% | 283,759 | 32,251 | 12.8% | $1,198.94万 | 加仓 |
| MCD | MCDONALDS CORP | $1.07亿 | 0.58% | 344,786 | 59,593 | 20.9% | $1,852.07万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.08亿 | 0.58% | 653,199 | 128,152 | 24.4% | $2,118.87万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.12亿 | 0.61% | 1,297,885 | -9,631 | -0.7% | -$83.33万 | 减仓 |
| WMT | WALMART INC | $1.12亿 | 0.61% | 904,807 | 33,230 | 3.8% | $412.98万 | 加仓 |
| CSCO | CISCO SYS INC | $1.13亿 | 0.61% | 1,457,240 | 125,697 | 9.4% | $975.28万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1.17亿 | 0.63% | 1,219,055 | 134,745 | 12.4% | $1,293.02万 | 加仓 |
| IEFA | ISHARES TR | $1.18亿 | 0.64% | 1,306,747 | 302,188 | 30.1% | $2,735.71万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $1.26亿 | 0.68% | 4,738,733 | 7,226 | 0.2% | $19.21万 | 加仓 |
| SCEP | STERLING CAP FDS | $1.31亿 | 0.71% | 5,542,593 | 5,542,593 | — | $1.31亿 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $1.32亿 | 0.72% | 3,917,163 | -15,143 | -0.4% | -$51.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.32亿 | 0.72% | 276,221 | 10,338 | 3.9% | $495.40万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1.33亿 | 0.72% | 2,640,486 | 108,777 | 4.3% | $547.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.34亿 | 0.72% | 547,306 | 57,171 | 11.7% | $1,397.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.36亿 | 0.74% | 463,812 | -52,795 | -10.2% | -$1,553.03万 | 减仓 |
| — | CAPITOL SER TR | $1.38亿 | 0.75% | 5,492,991 | 213,513 | 4.0% | $535.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.41亿 | 0.76% | 1,847,371 | 418,267 | 29.3% | $3,201.41万 | 加仓 |
| IWY | ISHARES TR | $1.64亿 | 0.89% | 658,865 | 20,741 | 3.3% | $516.12万 | 加仓 |
| — | EXXON MOBIL CORP | $1.70亿 | 0.92% | 1,002,282 | 32,872 | 3.4% | $557.71万 | 加仓 |
| BOND | PIMCO ETF TR | $1.75亿 | 0.94% | 1,892,589 | 410,522 | 27.7% | $3,788.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.90亿 | 1.02% | 317,194 | -21,086 | -6.2% | -$1,259.99万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2.03亿 | 1.10% | 3,586,411 | 87,233 | 2.5% | $493.56万 | 加仓 |
| META | META PLATFORMS INC | $2.06亿 | 1.11% | 359,570 | 12,019 | 3.5% | $687.65万 | 加仓 |
| PYLD | PIMCO ETF TR | $2.08亿 | 1.13% | 7,945,409 | 1,466,190 | 22.6% | $3,841.42万 | 加仓 |
| AVGO | BROADCOM INC | $2.24亿 | 1.21% | 724,608 | 106,914 | 17.3% | $3,309.12万 | 加仓 |
| GOOGL | ALPHABET INC | $2.51亿 | 1.36% | 874,394 | -17,438 | -2.0% | -$501.45万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $2.71亿 | 1.47% | 6,535,001 | 445,942 | 7.3% | $1,852.44万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.00亿 | 1.62% | 3,069,038 | 126,353 | 4.3% | $1,237.12万 | 加仓 |
| AMZN | AMAZON COM INC | $3.33亿 | 1.80% | 1,596,626 | 88,725 | 5.9% | $1,847.87万 | 加仓 |
| IVV | ISHARES TR | $3.50亿 | 1.89% | 535,640 | 28,692 | 5.7% | $1,874.20万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $3.87亿 | 2.09% | 7,914,443 | 431,745 | 5.8% | $2,109.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.75亿 | 2.57% | 1,284,331 | 252,790 | 24.5% | $9,357.54万 | 加仓 |
| AAPL | APPLE INC | $6.14亿 | 3.32% | 2,418,374 | 267,540 | 12.4% | $6,789.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.29亿 | 3.40% | 3,604,413 | 532,620 | 17.3% | $9,288.01万 | 加仓 |