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
FIDU FIDELITY COVINGTON TRUST $1.40亿0.65%1,404,619 106,7348.2% $1,063.18万 加仓
BILZ PIMCO ETF TR $1.41亿0.66%1,399,384 618,29379.2% $6,240.42万 加仓
JNJ JOHNSON & JOHNSON $1.43亿0.67%563,184 15,8782.9% $403.25万 加仓
IEFA ISHARES TR $1.44亿0.67%1,486,643 179,89613.8% $1,737.44万 加仓
MDYG SPDR SERIES TRUST $1.46亿0.68%1,305,443 86,3887.1% $968.32万 加仓
CSCO CISCO SYS INC $1.48亿0.69%1,258,651 -198,589-13.6% -$2,332.62万 减仓
— CAPITOL SER TR $1.49亿0.69%5,954,904 461,9138.4% $1,156.40万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1.50亿0.70%298,883 22,6628.2% $1,133.99万 加仓
JAAA JANUS DETROIT STR TR $1.50亿0.70%2,980,179 339,69312.9% $1,715.11万 加仓
SIXD AIM ETF PRODUCTS TRUST $1.54亿0.72%4,998,493 4,991,11367,630.3% $1.54亿 加仓
ONEZ ELEVATION SERIES TRUST $1.60亿0.75%5,797,424 3,255,264128.1% $8,981.27万 加仓
JPM JPMORGAN CHASE & CO $1.65亿0.77%504,021 40,2098.7% $1,316.17万 加仓
BOND PIMCO ETF TR $1.70亿0.79%1,843,273 -49,316-2.6% -$454.74万 减仓
AMAT APPLIED MATLS INC $1.71亿0.80%236,947 33,19716.3% $2,400.14万 加仓
AMD ADVANCED MICRO DEVICES INC $1.89亿0.88%325,655 -53,256-14.1% -$3,093.70万 减仓
PYLD PIMCO ETF TR $1.98亿0.92%7,451,681 -493,728-6.2% -$1,309.37万 减仓
IWY ISHARES TR $1.99亿0.93%684,496 25,6313.9% $744.89万 加仓
META META PLATFORMS INC $2.12亿0.99%376,868 17,2984.8% $974.38万 加仓
SPYV SPDR SERIES TRUST $2.18亿1.02%3,582,797 -3,614-0.1% -$21.97万 减仓
VOO VANGUARD INDEX FDS $2.28亿1.06%332,032 14,8384.7% $1,019.09万 加仓
SPYM SPDR SERIES TRUST $2.66亿1.24%3,027,799 1,180,42863.9% $1.04亿 加仓
AVIG AMERICAN CENTY ETF TR $2.70亿1.26%6,527,797 -7,204-0.1% -$29.83万 减仓
MU MICRON TECHNOLOGY INC $2.93亿1.37%254,095 -22,437-8.1% -$2,589.90万 减仓
AVGO BROADCOM INC $2.98亿1.39%787,667 63,0598.7% $2,382.05万 加仓
GOOGL ALPHABET INC $3.45亿1.61%966,358 91,96410.5% $3,286.54万 加仓
SPYG SPDR SERIES TRUST $3.53亿1.65%2,969,896 -99,142-3.2% -$1,179.69万 减仓
IVV ISHARES TR $3.88亿1.81%517,659 -17,981-3.4% -$1,346.58万 减仓
AMZN AMAZON COM INC $4.10亿1.91%1,721,249 124,6237.8% $2,970.26万 加仓
VNLA JANUS DETROIT STR TR $4.33亿2.02%8,870,794 956,35112.1% $4,673.21万 加仓
MSFT MICROSOFT CORP $5.10亿2.38%1,366,663 82,3326.4% $3,071.15万 加仓
AAPL APPLE INC $7.42亿3.46%2,564,770 146,3966.1% $4,236.11万 加仓
NVDA NVIDIA CORPORATION $7.70亿3.59%3,849,032 244,6196.8% $4,894.58万 加仓