13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.4%
AAPL 3.3%
MSFT 2.6%
VNLA 2.1%
IVV 1.9%
AMZN 1.8%
SPYG 1.6%
AVIG 1.5%
GOOGL 1.4%
AVGO 1.2%

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
CGCP CAPITAL GRP FIXED INCM ETF T $1.21万0.00%540 -472-46.6% -$1.06万 减仓
RISR TIDAL TRUST I $1.21万0.00%335 335— $1.21万 新建仓
— INNOVATOR ETFS TRUST $1.22万0.00%592 00.0% — 不变
UYLD ANGEL OAK FUNDS TRUST $1.22万0.00%240 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1.23万0.00%495 495— $1.23万 新建仓
VTWG VANGUARD SCOTTSDALE FDS $1.24万0.00%54 -89-62.2% -$2.04万 减仓
PFLD ETF SER SOLUTIONS $1.24万0.00%643 -1,707-72.6% -$3.30万 减仓
INTL NORTHERN LTS FD TR IV $1.25万0.00%439 00.0% — 不变
— INNOVATOR ETFS TRUST $1.25万0.00%430 5013.2% $1,452 加仓
TMAT NORTHERN LTS FD TR IV $1.25万0.00%540 -34-5.9% -$788 减仓
HMOP HARTFORD FDS EXCHANGE TRADED $1.26万0.00%324 324— $1.26万 新建仓
SILJ AMPLIFY ETF TR $1.27万0.00%427 -13-3.0% -$386 减仓
JHMD JOHN HANCOCK EXCHANGE TRADED $1.28万0.00%302 -3,588-92.2% -$15.20万 减仓
— FIRST TR EXCHANGE-TRADED FD $1.28万0.00%747 513219.2% $8,793 加仓
PHYL PGIM ETF TR $1.29万0.00%372 -896-70.7% -$3.10万 重新持有
FICS FIRST TR EXCHANGE TRADED FD $1.30万0.00%333 00.0% — 不变
— TIDAL TRUST II $1.30万0.00%1,004 -7,320-87.9% -$9.50万 减仓
— VIRTUS ETF TR II $1.31万0.00%607 -2-0.3% -$43 减仓
HYGH ISHARES U S ETF TR $1.31万0.00%153 -13-7.8% -$1,113 减仓
XHB SPDR SERIES TRUST $1.34万0.00%136 2320.4% $2,266 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $1.34万0.00%254 00.0% — 不变
ESML ISHARES TR $1.35万0.00%287 -280-49.4% -$1.32万 减仓
JHSC JOHN HANCOCK EXCHANGE TRADED $1.35万0.00%315 -579-64.8% -$2.48万 减仓
— INVESCO EXCHANGE TRADED FD T $1.37万0.00%250 -1-0.4% -$55 减仓
SPEU SPDR INDEX SHS FDS $1.37万0.00%268 178197.8% $9,121 加仓
— WELLS FARGO & CO $1.39万0.00%12 00.0% — 不变
LVHD LEGG MASON ETF INVT $1.40万0.00%330 -3,512-91.4% -$14.95万 减仓
— PROSHARES TR $1.41万0.00%197 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.43万0.00%635 00.0% — 不变
— INNOVATOR ETFS TRUST $1.43万0.00%618 618— $1.43万 新建仓
BOTZ GLOBAL X FDS $1.45万0.00%437 -94-17.7% -$3,123 减仓
— INNOVATOR ETFS TRUST $1.45万0.00%500 500— $1.45万 新建仓
— FIRST TR EXCHNG TRADED FD VI $1.46万0.00%310 -3-1.0% -$141 减仓
MSSS NORTHERN LTS FD TR IV $1.46万0.00%488 488— $1.46万 新建仓
— OCCIDENTAL PETE CORP $1.47万0.00%342 182113.8% $7,808 加仓
FLBL FRANKLIN TEMPLETON ETF TR $1.48万0.00%642 -358-35.8% -$8,234 减仓
— FIRST TR EXCHNG TRADED FD VI $1.50万0.00%487 00.0% — 不变
GVI ISHARES TR $1.51万0.00%142 00.0% — 不变
AFDM FIRST TR EXCH TRADED FD III $1.52万0.00%185 185— $1.52万 新建仓
TBLL INVESCO EXCH TRADED FD TR II $1.53万0.00%145 -38-20.8% -$3,997 减仓
— PROSHARES TR $1.53万0.00%986 -56-5.4% -$868 减仓
EQWL INVESCO EXCHANGE TRADED FD T $1.56万0.00%135 135— $1.56万 新建仓
IPKW INVESCO EXCH TRADED FD TR II $1.57万0.00%280 20.7% $112 加仓
— INNOVATOR ETFS TRUST $1.58万0.00%841 841— $1.58万 新建仓
DABS DOUBLELINE ETF TRUST $1.59万0.00%313 3086,160.0% $1.56万 重新持有
HYZD WISDOMTREE TR $1.60万0.00%727 111.5% $242 加仓
PCEF INVESCO EXCH TRADED FD TR II $1.62万0.00%859 00.0% — 不变
AGZ ISHARES TR $1.62万0.00%148 00.0% — 不变
SMTH ALPS ETF TR $1.63万0.00%631 00.0% — 不变
— ISHARES TR $1.65万0.00%197 10.5% $84 加仓
— FIDELITY COVINGTON TRUST $1.66万0.00%600 00.0% — 不变
— BONDBLOXX ETF TRUST $1.66万0.00%348 72.1% $333 加仓
RZV INVESCO EXCHANGE TRADED FD T $1.72万0.00%138 138— $1.72万 新建仓
— FIRST TR EXCHANGE-TRADED FD $1.73万0.00%272 -66-19.5% -$4,206 减仓
— FLEXSHARES TR $1.75万0.00%115 00.0% — 不变
— INNOVATOR ETFS TRUST $1.75万0.00%561 -59-9.5% -$1,846 减仓
— FIRST TR EXCHNG TRADED FD VI $1.76万0.00%708 00.0% — 不变
FESM FIDELITY COVINGTON TRUST $1.76万0.00%462 244111.9% $9,279 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $1.76万0.00%368 00.0% — 不变
UTEN RBB FD INC $1.77万0.00%406 300283.0% $1.31万 加仓
THNQ EXCHANGE TRADED CONCEPTS TRU $1.77万0.00%300 00.0% — 不变
— ISHARES INC $1.77万0.00%392 41.0% $181 加仓
DFJ WISDOMTREE TR $1.78万0.00%174 00.0% — 不变
— MILESTONE PHARMACEUTICALS IN $1.78万0.00%15,000 15,000— $1.78万 新建仓
MLPA GLOBAL X FDS $1.79万0.00%332 20.6% $108 加仓
USDU WISDOMTREE TR $1.79万0.00%680 -1,000-59.5% -$2.63万 减仓
— SKYX PLATFORMS CORP $1.79万0.00%16,000 00.0% — 不变
EUSB ISHARES TR $1.81万0.00%415 287.2% $1,218 加仓
PIZ INVESCO EXCH TRADED FD TR II $1.82万0.00%367 00.0% — 不变
AIA ISHARES TR $1.85万0.00%174 00.0% — 不变
PIE INVESCO EXCH TRADED FD TR II $1.86万0.00%715 582437.6% $1.51万 加仓
MAYT AIM ETF PRODUCTS TRUST $1.86万0.00%503 300147.8% $1.11万 加仓
FRDM EA SERIES TRUST $1.86万0.00%341 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $1.87万0.00%462 -20-4.1% -$809 减仓
VFMO VANGUARD WELLINGTON FD $1.87万0.00%95 58156.8% $1.14万 加仓
USVM VICTORY PORTFOLIOS II $1.87万0.00%198 162450.0% $1.53万 加仓
CLIP GLOBAL X FDS $1.88万0.00%187 00.0% — 不变
GTOQ INVESCO ACTIVELY MANAGED EXC $1.88万0.00%852 00.0% — 不变
— INNOVATOR ETFS TRUST $1.90万0.00%485 -48-9.0% -$1,879 减仓
JMTG J P MORGAN EXCHANGE TRADED F $1.90万0.00%373 -2-0.5% -$102 减仓
XTN SPDR SERIES TRUST $1.94万0.00%208 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $1.96万0.00%526 152.9% $558 加仓
TDV PROSHARES TR $1.96万0.00%231 231— $1.96万 新建仓
— INNOVATOR ETFS TRUST $1.97万0.00%618 00.0% — 不变
— ELEVATION SERIES TRUST $1.98万0.00%554 -148-21.1% -$5,284 减仓
UDOW PROSHARES TR $1.98万0.00%395 -4,233-91.5% -$21.24万 减仓
— TIDAL TRUST I $1.99万0.00%723 40.6% $110 加仓
GRPM INVESCO EXCHANGE TRADED FD T $2.00万0.00%169 -6-3.4% -$710 减仓
EWL ISHARES INC $2.01万0.00%341 255296.5% $1.50万 加仓
AMC AMC ENTMT HLDGS INC $2.03万0.00%20,721 20,721— $2.03万 新建仓
SPHB INVESCO EXCH TRADED FD TR II $2.05万0.00%177 00.0% — 不变
— TIDAL TRUST II $2.06万0.00%1,472 00.0% — 不变
GINN GOLDMAN SACHS ETF TR $2.06万0.00%302 00.0% — 不变
JPSE J P MORGAN EXCHANGE TRADED F $2.06万0.00%393 9632.3% $5,033 加仓
JIRE J P MORGAN EXCHANGE TRADED F $2.08万0.00%275 -29-9.5% -$2,197 减仓
EZU ISHARES INC $2.08万0.00%333 -84-20.1% -$5,259 减仓
EZA ISHARES INC $2.09万0.00%308 10048.1% $6,777 加仓
— WISDOMTREE TR $2.09万0.00%927 -43-4.4% -$970 减仓
— LISTED FDS TR $2.10万0.00%1,317 -670-33.7% -$1.07万 减仓
— GOLDMINING INC $2.12万0.00%17,780 00.0% — 不变