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 |
|---|---|---|---|---|---|---|---|---|
| SMMD | ISHARES TR | $3,054 | 0.00% | 40 | 37 | 1,233.3% | $2,825 | 加仓 |
| — | PROSHARES TR | $3,126 | 0.00% | 129 | -1 | -0.8% | -$24 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,131 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $3,146 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DCRE | DOUBLELINE ETF TRUST | $3,222 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| UITB | VICTORY PORTFOLIOS II | $3,244 | 0.00% | 69 | -1,134 | -94.3% | -$5.33万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $3,269 | 0.00% | 104 | -29 | -21.8% | -$912 | 减仓 |
| XBB | BONDBLOXX ETF TRUST | $3,296 | 0.00% | 81 | -61 | -43.0% | -$2,482 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $3,349 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES TR | $3,393 | 0.00% | 45 | -11 | -19.6% | -$829 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $3,461 | 0.00% | 63 | -242 | -79.3% | -$1.33万 | 减仓 |
| QDF | FLEXSHARES TR | $3,480 | 0.00% | 44 | 1 | 2.3% | $79 | 加仓 |
| DAPP | VANECK ETF TRUST | $3,521 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $3,539 | 0.00% | 59 | -672 | -91.9% | -$4.03万 | 减仓 |
| GEF | GREIF INC | $3,555 | 0.00% | 53 | 11 | 26.2% | $738 | 加仓 |
| INFL | LISTED FDS TR | $3,568 | 0.00% | 69 | -160 | -69.9% | -$8,274 | 减仓 |
| CSHI | NEOS ETF TRUST | $3,634 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $3,666 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES TR | $3,671 | 0.00% | 84 | -173 | -67.3% | -$7,561 | 减仓 |
| — | ETF SER SOLUTIONS | $3,703 | 0.00% | 37 | -9 | -19.6% | -$901 | 减仓 |
| MINO | PIMCO ETF TR | $3,704 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX ETF TRUST | $3,742 | 0.00% | 252 | -145 | -36.5% | -$2,153 | 重新持有 |
| ISCF | ISHARES TR | $3,761 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GGUS | GOLDMAN SACHS ETF TR | $3,769 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $3,898 | 0.00% | 112 | -38 | -25.3% | -$1,323 | 减仓 |
| IGE | ISHARES TR | $3,916 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $3,941 | 0.00% | 97 | 80 | 470.6% | $3,250 | 加仓 |
| WIP | SPDR SERIES TRUST | $3,960 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $3,966 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $4,013 | 0.00% | 229 | -268 | -53.9% | -$4,696 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $4,066 | 0.00% | 118 | 97 | 461.9% | $3,342 | 加仓 |
| — | STRATEGY SHS | $4,090 | 0.00% | 119 | 119 | — | $4,090 | 新建仓 |
| AVDS | AMERICAN CENTY ETF TR | $4,095 | 0.00% | 57 | -802 | -93.4% | -$5.76万 | 减仓 |
| RSST | TIDAL TRUST II | $4,129 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $4,130 | 0.00% | 99 | -99 | -50.0% | -$4,130 | 减仓 |
| AAXJ | ISHARES TR | $4,140 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $4,151 | 0.00% | 155 | 155 | — | $4,151 | 新建仓 |
| — | STRATEGY SHS | $4,181 | 0.00% | 196 | 196 | — | $4,181 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $4,264 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $4,361 | 0.00% | 34 | -15 | -30.6% | -$1,924 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $4,365 | 0.00% | 375 | 375 | — | $4,365 | 新建仓 |
| CFA | VICTORY PORTFOLIOS II | $4,391 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $4,391 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GREK | GLOBAL X FDS | $4,407 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| HEDG | SERIES PORTFOLIOS TR | $4,463 | 0.00% | 154 | 154 | — | $4,463 | 新建仓 |
| VSDA | VICTORY PORTFOLIOS II | $4,469 | 0.00% | 82 | 82 | — | $4,469 | 新建仓 |
| — | BLACKROCK ETF TRUST II | $4,486 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $4,493 | 0.00% | 104 | -5 | -4.6% | -$216 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4,510 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| MDST | ULTIMUS MANAGERS TR | $4,547 | 0.00% | 159 | 159 | — | $4,547 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $4,572 | 0.00% | 54 | 54 | — | $4,572 | 新建仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $4,583 | 0.00% | 100 | -71 | -41.5% | -$3,254 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $4,634 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $4,737 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4,746 | 0.00% | 211 | 4 | 1.9% | $90 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $4,799 | 0.00% | 67 | -47 | -41.2% | -$3,366 | 减仓 |
| — | PROSHARES TR | $4,854 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $4,903 | 0.00% | 176 | 20 | 12.8% | $557 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $4,917 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| — | ALBEMARLE CORP | $4,958 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $4,975 | 0.00% | 125 | -22 | -15.0% | -$876 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,975 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| XBIL | RBB FD INC | $5,003 | 0.00% | 100 | 100 | — | $5,003 | 新建仓 |
| — | TIDAL TRUST I | $5,014 | 0.00% | 291 | 291 | — | $5,014 | 新建仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $5,016 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $5,017 | 0.00% | 100 | 100 | — | $5,017 | 新建仓 |
| — | LISTED FDS TR | $5,042 | 0.00% | 85 | 85 | — | $5,042 | 新建仓 |
| SPUS | TIDAL TRUST I | $5,057 | 0.00% | 105 | 105 | — | $5,057 | 新建仓 |
| — | TEUCRIUM COMMODITY TR | $5,060 | 0.00% | 275 | 275 | — | $5,060 | 新建仓 |
| — | WISDOMTREE TR | $5,147 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| XEMD | BONDBLOXX ETF TRUST | $5,186 | 0.00% | 118 | 7 | 6.3% | $308 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $5,187 | 0.00% | 230 | -150 | -39.5% | -$3,383 | 减仓 |
| — | TIDAL TRUST II | $5,246 | 0.00% | 670 | -3,045 | -82.0% | -$2.38万 | 减仓 |
| — | LITMAN GREGORY FDS TR | $5,271 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $5,286 | 0.00% | 242 | -45 | -15.7% | -$983 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $5,288 | 0.00% | 146 | 18 | 14.1% | $652 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $5,295 | 0.00% | 270 | 1 | 0.4% | $20 | 加仓 |
| — | WISDOMTREE TR | $5,306 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $5,525 | 0.00% | 240 | -1 | -0.4% | -$23 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $5,612 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5,633 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GXC | SPDR INDEX SHS FDS | $5,680 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5,786 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $5,899 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5,935 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $5,935 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $5,972 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $5,990 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $6,152 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $6,164 | 0.00% | 116 | -4 | -3.3% | -$213 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $6,234 | 0.00% | 244 | -2 | -0.8% | -$51 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $6,343 | 0.00% | 38 | 13 | 52.0% | $2,170 | 加仓 |
| HAUZ | DBX ETF TR | $6,349 | 0.00% | 281 | -84 | -23.0% | -$1,898 | 减仓 |
| SMLV | SPDR SERIES TRUST | $6,443 | 0.00% | 47 | -16 | -25.4% | -$2,193 | 减仓 |
| — | RBB FD INC | $6,519 | 0.00% | 204 | 1 | 0.5% | $32 | 加仓 |
| GVAL | CAMBRIA ETF TR | $6,568 | 0.00% | 198 | 198 | — | $6,568 | 新建仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $6,573 | 0.00% | 160 | 6 | 3.9% | $246 | 加仓 |
| — | TIDAL TRUST II | $6,678 | 0.00% | 244 | -100 | -29.1% | -$2,737 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,762 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $6,765 | 0.00% | 132 | -4,499 | -97.1% | -$23.06万 | 减仓 |