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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $3,317.03万 | 0.15% | 96,754 | -29,123 | -23.1% | -$998.43万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,326.39万 | 0.16% | 610,795 | 27,232 | 4.7% | $148.31万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $3,334.65万 | 0.16% | 938,280 | 931,104 | 12,975.3% | $3,309.14万 | 加仓 |
| NI | NISOURCE INC | $3,342.94万 | 0.16% | 703,036 | 438,038 | 165.3% | $2,082.87万 | 加仓 |
| OKE | ONEOK INC NEW | $3,409.56万 | 0.16% | 392,173 | 168,655 | 75.5% | $1,466.29万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3,515.18万 | 0.16% | 289,507 | 7,349 | 2.6% | $89.23万 | 加仓 |
| IWR | ISHARES TR | $3,525.35万 | 0.16% | 319,557 | -11,964 | -3.6% | -$131.99万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $3,607.41万 | 0.17% | 623,686 | 518,533 | 493.1% | $2,999.20万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $3,696.35万 | 0.17% | 858,817 | 856,269 | 33,605.5% | $3,685.38万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3,747.59万 | 0.17% | 347,225 | 83,898 | 31.9% | $905.51万 | 加仓 |
| IUSB | ISHARES TR | $3,784.79万 | 0.18% | 820,107 | 176,868 | 27.5% | $816.25万 | 加仓 |
| NFLX | NETFLIX INC. | $3,825.11万 | 0.18% | 535,729 | -32,307 | -5.7% | -$230.67万 | 减仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $3,899.24万 | 0.18% | 947,801 | 946,769 | 91,741.2% | $3,895.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,933.14万 | 0.18% | 180,477 | 36,619 | 25.5% | $798.04万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3,974.65万 | 0.19% | 349,603 | -19,449 | -5.3% | -$221.12万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $4,015.46万 | 0.19% | 1,038,260 | 24,968 | 2.5% | $96.56万 | 加仓 |
| CRM | SALESFORCE INC | $4,026.65万 | 0.19% | 257,028 | -20,395 | -7.4% | -$319.51万 | 减仓 |
| GE | GE AEROSPACE | $4,062.78万 | 0.19% | 108,708 | 5,168 | 5.0% | $193.15万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,135.54万 | 0.19% | 563,885 | -73,033 | -11.5% | -$535.62万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $4,158.51万 | 0.19% | 2,035,990 | 118,322 | 6.2% | $241.67万 | 加仓 |
| GGG | GRACO INC | $4,251.12万 | 0.20% | 562,246 | 72,709 | 14.9% | $549.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4,305.00万 | 0.20% | 1,016,769 | -32,647 | -3.1% | -$138.23万 | 减仓 |
| — | ELEVATION SERIES TRUST | $4,307.62万 | 0.20% | 947,953 | -79,717 | -7.8% | -$362.24万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $4,343.27万 | 0.20% | 823,838 | -175,839 | -17.6% | -$927.02万 | 减仓 |
| GOOG | ALPHABET INC | $4,397.43万 | 0.20% | 124,455 | 12,396 | 11.1% | $437.99万 | 加仓 |
| PFE | PFIZER INC | $4,534.60万 | 0.21% | 1,883,141 | 217,460 | 13.1% | $523.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,580.49万 | 0.21% | 905,774 | 173,556 | 23.7% | $877.67万 | 加仓 |
| RTX | RTX CORPORATION | $4,614.39万 | 0.22% | 243,204 | 9,322 | 4.0% | $176.87万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $4,709.89万 | 0.22% | 1,246,333 | 1,245,455 | 141,851.4% | $4,706.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,912.46万 | 0.23% | 48,574 | 1,056 | 2.2% | $106.80万 | 加仓 |
| MO | ALTRIA GROUP INC | $4,944.29万 | 0.23% | 687,185 | 215,817 | 45.8% | $1,552.80万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $5,081.18万 | 0.24% | 283,022 | 127,885 | 82.4% | $2,295.96万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,089.00万 | 0.24% | 371,977 | 32,984 | 9.7% | $451.25万 | 加仓 |
| IHDG | WISDOMTREE TR | $5,177.51万 | 0.24% | 988,454 | 119,180 | 13.7% | $624.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,189.02万 | 0.24% | 602,395 | 6,511 | 1.1% | $56.09万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,464.61万 | 0.25% | 321,675 | 25,095 | 8.5% | $426.31万 | 加仓 |
| INTU | INTUIT | $5,478.26万 | 0.26% | 209,893 | 69,871 | 49.9% | $1,823.65万 | 加仓 |
| — | ELEVATION SERIES TRUST | $5,571.91万 | 0.26% | 1,822,243 | 97,161 | 5.6% | $297.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,596.49万 | 0.26% | 75,997 | 2,025 | 2.7% | $149.12万 | 加仓 |
| HD | HOME DEPOT INC | $5,625.50万 | 0.26% | 159,504 | 2,080 | 1.3% | $73.36万 | 加仓 |
| MBB | ISHARES TR | $5,752.92万 | 0.27% | 608,645 | 17,906 | 3.0% | $169.25万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $5,797.45万 | 0.27% | 1,476,569 | -17,205 | -1.2% | -$67.55万 | 减仓 |
| CAT | CATERPILLAR INC | $5,932.29万 | 0.28% | 55,707 | 30,157 | 118.0% | $3,211.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $5,968.65万 | 0.28% | 722,249 | 80,087 | 12.5% | $661.84万 | 加仓 |
| IWS | ISHARES TR | $6,059.19万 | 0.28% | 368,117 | -12,191 | -3.2% | -$200.66万 | 减仓 |
| MS | MORGAN STANLEY | $6,079.70万 | 0.28% | 290,836 | -3,129 | -1.1% | -$65.41万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $6,151.52万 | 0.29% | 157,140 | 11,609 | 8.0% | $454.45万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $6,196.03万 | 0.29% | 564,452 | 454,629 | 414.0% | $4,990.49万 | 加仓 |
| INTC | INTEL CORP | $6,215.05万 | 0.29% | 445,107 | 95,781 | 27.4% | $1,337.39万 | 加仓 |
| ORCL | ORACLE CORP | $6,269.50万 | 0.29% | 427,803 | 29,010 | 7.3% | $425.14万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $6,364.61万 | 0.30% | 2,592,511 | 1,190,368 | 84.9% | $2,922.35万 | 加仓 |
| AMGN | AMGEN INC | $6,437.42万 | 0.30% | 177,770 | 22,026 | 14.1% | $797.61万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $6,731.28万 | 0.31% | 2,317,936 | 197,357 | 9.3% | $573.12万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $6,757.97万 | 0.31% | 1,368,842 | 146,986 | 12.0% | $725.67万 | 加仓 |
| EFV | ISHARES TR | $6,936.58万 | 0.32% | 906,149 | -23,611 | -2.5% | -$180.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,006.84万 | 0.33% | 249,165 | -20,691 | -7.7% | -$581.86万 | 减仓 |
| IVE | ISHARES TR | $7,069.88万 | 0.33% | 311,368 | -60,578 | -16.3% | -$1,375.48万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $7,095.06万 | 0.33% | 2,424,005 | 252,312 | 11.6% | $738.52万 | 加仓 |
| ILTB | ISHARES TR | $7,107.29万 | 0.33% | 1,443,080 | 140,252 | 10.8% | $690.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,112.84万 | 0.33% | 609,653 | 87,654 | 16.8% | $1,022.66万 | 加仓 |
| EFG | ISHARES TR | $7,210.25万 | 0.34% | 579,510 | 89,118 | 18.2% | $1,108.80万 | 加仓 |
| SKOR | FLEXSHARES TR | $7,242.61万 | 0.34% | 1,492,093 | 124,781 | 9.1% | $605.69万 | 加仓 |
| BAC | BANK OF AMER CORP | $7,380.13万 | 0.34% | 1,295,213 | 82,326 | 6.8% | $469.09万 | 加仓 |
| LLY | ELI LILLY & CO | $7,680.81万 | 0.36% | 64,033 | 4,002 | 6.7% | $480.04万 | 加仓 |
| C | CITIGROUP INC | $7,698.18万 | 0.36% | 550,024 | 4,795 | 0.9% | $67.11万 | 加仓 |
| LEN | LENNAR CORP | $7,789.13万 | 0.36% | 860,770 | 179,613 | 26.4% | $1,625.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,081.96万 | 0.38% | 194,452 | 43,764 | 29.0% | $1,818.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $8,087.81万 | 0.38% | 551,542 | 38,345 | 7.5% | $562.29万 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $8,326.51万 | 0.39% | 2,029,687 | -70,714 | -3.4% | -$290.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8,501.86万 | 0.40% | 196,200 | -49,463 | -20.1% | -$2,143.36万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $8,586.71万 | 0.40% | 2,346,094 | 130,536 | 5.9% | $477.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $8,764.33万 | 0.41% | 528,734 | 179,638 | 51.5% | $2,977.69万 | 加仓 |
| ABBV | ABBVIE INC | $8,932.92万 | 0.42% | 354,989 | 25,557 | 7.8% | $643.11万 | 加仓 |
| GOVT | ISHARES TR | $8,992.11万 | 0.42% | 3,947,369 | 300,587 | 8.2% | $684.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $9,091.80万 | 0.42% | 502,556 | -150,643 | -23.1% | -$2,725.30万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $9,289.94万 | 0.43% | 1,365,967 | 51,492 | 3.9% | $350.20万 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $9,364.94万 | 0.44% | 2,723,158 | 2,716,361 | 39,964.1% | $9,341.57万 | 加仓 |
| SCNM | STERLING CAP FDS | $9,467.54万 | 0.44% | 3,763,696 | 189,139 | 5.3% | $475.78万 | 加仓 |
| MCD | MCDONALDS CORP | $9,655.62万 | 0.45% | 357,206 | 12,420 | 3.6% | $335.72万 | 加仓 |
| IVW | ISHARES TR | $9,751.49万 | 0.45% | 709,045 | -5,848 | -0.8% | -$80.43万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $9,850.50万 | 0.46% | 1,683,557 | 158,822 | 10.4% | $929.27万 | 加仓 |
| IEMG | ISHARES INC | $9,953.51万 | 0.46% | 1,201,534 | -95,044 | -7.3% | -$787.35万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $9,978.19万 | 0.47% | 1,051,996 | 91,417 | 9.5% | $867.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $9,981.58万 | 0.47% | 194,342 | -5,787 | -2.9% | -$297.23万 | 减仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $1.04亿 | 0.48% | 2,654,485 | 2,653,982 | 527,630.6% | $1.03亿 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $1.09亿 | 0.51% | 1,865,665 | 176,824 | 10.5% | $1,033.01万 | 加仓 |
| SCMC | STERLING CAP FDS | $1.11亿 | 0.52% | 4,424,926 | 424,305 | 10.6% | $1,066.25万 | 加仓 |
| V | VISA INC | $1.13亿 | 0.53% | 330,772 | 28,720 | 9.5% | $985.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.15亿 | 0.53% | 153,567 | 58,453 | 61.5% | $4,362.27万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1.15亿 | 0.54% | 1,487,576 | 108,393 | 7.9% | $837.34万 | 加仓 |
| MINT | PIMCO ETF TR | $1.15亿 | 0.54% | 1,141,965 | 137,632 | 13.7% | $1,387.47万 | 加仓 |
| WMT | WALMART INC | $1.17亿 | 0.55% | 1,033,858 | 129,051 | 14.3% | $1,461.64万 | 加仓 |
| SGOV | ISHARES TR | $1.22亿 | 0.57% | 1,212,408 | 244,992 | 25.3% | $2,466.34万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $1.23亿 | 0.57% | 1,434,184 | 94,131 | 7.0% | $806.22万 | 加仓 |
| IWX | ISHARES TR | $1.24亿 | 0.58% | 1,176,003 | 72,895 | 6.6% | $766.56万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.24亿 | 0.58% | 2,402,356 | 66,618 | 2.9% | $344.35万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1.27亿 | 0.59% | 1,230,772 | 127,753 | 11.6% | $1,313.82万 | 加仓 |
| TSLA | TESLA INC | $1.27亿 | 0.59% | 302,296 | 18,537 | 6.5% | $779.67万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $1.29亿 | 0.60% | 3,711,221 | 3,711,200 | 17,672,381.0% | $1.29亿 | 加仓 |
| SCEP | STERLING CAP FDS | $1.32亿 | 0.62% | 5,285,013 | -257,580 | -4.6% | -$643.95万 | 减仓 |