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 |
|---|---|---|---|---|---|---|---|---|
| DHS | WISDOMTREE TR | $2.12万 | 0.00% | 194 | 21 | 12.1% | $2,294 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $2.12万 | 0.00% | 420 | -29,574 | -98.6% | -$149.50万 | 减仓 |
| URNM | SPROTT FDS TR | $2.17万 | 0.00% | 343 | -84 | -19.7% | -$5,303 | 减仓 |
| — | ETF SER SOLUTIONS | $2.22万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $2.23万 | 0.00% | 854 | 854 | — | $2.23万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $2.23万 | 0.00% | 763 | 763 | — | $2.23万 | 新建仓 |
| INDA | ISHARES TR | $2.23万 | 0.00% | 476 | 209 | 78.3% | $9,791 | 加仓 |
| — | SSGA ACTIVE TR | $2.23万 | 0.00% | 901 | 901 | — | $2.23万 | 新建仓 |
| — | SSGA ACTIVE TR | $2.24万 | 0.00% | 901 | 901 | — | $2.24万 | 新建仓 |
| IBTQ | ISHARES TR | $2.24万 | 0.00% | 887 | 887 | — | $2.24万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $2.27万 | 0.00% | 1,353 | 1,353 | — | $2.27万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2.27万 | 0.00% | 340 | 11 | 3.3% | $734 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2.28万 | 0.00% | 514 | -406 | -44.1% | -$1.80万 | 减仓 |
| ISCV | ISHARES TR | $2.29万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.32万 | 0.00% | 600 | 548 | 1,053.8% | $2.12万 | 加仓 |
| — | LISTED FDS TR | $2.32万 | 0.00% | 1,130 | 1,122 | 14,025.0% | $2.31万 | 加仓 |
| IWC | ISHARES TR | $2.33万 | 0.00% | 146 | 145 | 14,500.0% | $2.31万 | 加仓 |
| — | VANECK ETF TRUST | $2.33万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $2.36万 | 0.00% | 1,243 | 1,243 | — | $2.36万 | 新建仓 |
| HYBB | ISHARES TR | $2.38万 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $2.38万 | 0.00% | 1,334 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $2.39万 | 0.00% | 525 | -208 | -28.4% | -$9,468 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.40万 | 0.00% | 970 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.40万 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.40万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.42万 | 0.00% | 913 | 11 | 1.2% | $291 | 加仓 |
| — | GLOBAL X FDS | $2.42万 | 0.00% | 1,017 | -41 | -3.9% | -$977 | 减仓 |
| — | ETF SER SOLUTIONS | $2.43万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $2.44万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $2.44万 | 0.00% | 1,358 | 6 | 0.4% | $108 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $2.44万 | 0.00% | 507 | 223 | 78.5% | $1.07万 | 加仓 |
| XPH | SPDR SERIES TRUST | $2.44万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| USMF | WISDOMTREE TR | $2.44万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.45万 | 0.00% | 729 | -57 | -7.3% | -$1,917 | 减仓 |
| BKCH | GLOBAL X FDS | $2.46万 | 0.00% | 440 | 20 | 4.8% | $1,117 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $2.46万 | 0.00% | 730 | 730 | — | $2.46万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $2.46万 | 0.00% | 492 | 492 | — | $2.46万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $2.47万 | 0.00% | 751 | -107 | -12.5% | -$3,524 | 减仓 |
| — | GLOBAL X FDS | $2.48万 | 0.00% | 674 | 0 | 0.0% | — | 不变 |
| EWN | ISHARES INC | $2.48万 | 0.00% | 431 | 431 | — | $2.48万 | 新建仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $2.48万 | 0.00% | 577 | -1 | -0.2% | -$43 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $2.49万 | 0.00% | 587 | -358 | -37.9% | -$1.52万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $2.50万 | 0.00% | 351 | -7 | -2.0% | -$499 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $2.51万 | 0.00% | 830 | 1 | 0.1% | $30 | 加仓 |
| NFRA | FLEXSHARES TR | $2.53万 | 0.00% | 395 | 330 | 507.7% | $2.11万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $2.55万 | 0.00% | 500 | 500 | — | $2.55万 | 新建仓 |
| GSUS | GOLDMAN SACHS ETF TR | $2.56万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| MBCE | NORTHERN LTS FD TR IV | $2.58万 | 0.00% | 747 | 747 | — | $2.58万 | 新建仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $2.58万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $2.58万 | 0.00% | 512 | 273 | 114.2% | $1.38万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $2.58万 | 0.00% | 994 | 979 | 6,526.7% | $2.55万 | 加仓 |
| ARKG | ARK ETF TR | $2.59万 | 0.00% | 979 | 575 | 142.3% | $1.52万 | 加仓 |
| — | WISDOMTREE TR | $2.60万 | 0.00% | 1,053 | 1,053 | — | $2.60万 | 新建仓 |
| IEO | ISHARES TR | $2.61万 | 0.00% | 209 | 150 | 254.2% | $1.87万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $2.61万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $2.61万 | 0.00% | 334 | -2,802 | -89.3% | -$21.93万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $2.62万 | 0.00% | 767 | -6 | -0.8% | -$205 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $2.64万 | 0.00% | 330 | 330 | — | $2.64万 | 新建仓 |
| BUFC | AB ACTIVE ETFS INC | $2.67万 | 0.00% | 656 | 656 | — | $2.67万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $2.67万 | 0.00% | 1,042 | -337 | -24.4% | -$8,625 | 减仓 |
| — | GLOBAL X FDS | $2.67万 | 0.00% | 1,259 | 1,259 | — | $2.67万 | 新建仓 |
| — | ISHARES TR | $2.68万 | 0.00% | 256 | 256 | — | $2.68万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $2.69万 | 0.00% | 700 | 400 | 133.3% | $1.53万 | 加仓 |
| IAI | ISHARES TR | $2.72万 | 0.00% | 165 | 24 | 17.0% | $3,951 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $2.73万 | 0.00% | 415 | 6 | 1.5% | $394 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $2.75万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| KIE | SPDR SERIES TRUST | $2.76万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $2.82万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $2.86万 | 0.00% | 12,732 | -4,303 | -25.3% | -$9,682 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.88万 | 0.00% | 290 | 270 | 1,350.0% | $2.68万 | 加仓 |
| BLST | EXCHANGE TRADED CONCEPTS TRU | $2.89万 | 0.00% | 1,153 | 0 | 0.0% | — | 不变 |
| BLTD | EXCHANGE TRADED CONCEPTS TRU | $2.90万 | 0.00% | 1,148 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2.91万 | 0.00% | 1,489 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $2.91万 | 0.00% | 270 | -610 | -69.3% | -$6.58万 | 减仓 |
| DVYE | ISHARES INC | $2.95万 | 0.00% | 857 | 0 | 0.0% | — | 不变 |
| FDEM | FIDELITY COVINGTON TRUST | $2.96万 | 0.00% | 936 | 3 | 0.3% | $95 | 加仓 |
| IOO | ISHARES TR | $3.00万 | 0.00% | 248 | 12 | 5.1% | $1,452 | 加仓 |
| — | TIDAL TRUST II | $3.02万 | 0.00% | 782 | 782 | — | $3.02万 | 新建仓 |
| — | VANECK ETF TRUST | $3.04万 | 0.00% | 121 | -1,740 | -93.5% | -$43.66万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $3.09万 | 0.00% | 838 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $3.13万 | 0.00% | 630 | -12,007 | -95.0% | -$59.59万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $3.16万 | 0.00% | 878 | 551 | 168.5% | $1.98万 | 加仓 |
| STPZ | PIMCO ETF TR | $3.17万 | 0.00% | 585 | 2 | 0.3% | $108 | 加仓 |
| VLU | SPDR SERIES TRUST | $3.22万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $3.25万 | 0.00% | 1,211 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $3.25万 | 0.00% | 280 | 16 | 6.1% | $1,857 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $3.30万 | 0.00% | 705 | 234 | 49.7% | $1.10万 | 加仓 |
| — | ELEVATION SERIES TRUST | $3.31万 | 0.00% | 780 | -99 | -11.3% | -$4,199 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $3.37万 | 0.00% | 766 | -45 | -5.5% | -$1,978 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3.38万 | 0.00% | 428 | -123 | -22.3% | -$9,725 | 减仓 |
| — | PACER FDS TR | $3.39万 | 0.00% | 721 | 721 | — | $3.39万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $3.39万 | 0.00% | 798 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $3.40万 | 0.00% | 868 | 103 | 13.5% | $4,034 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $3.43万 | 0.00% | 367 | 350 | 2,058.8% | $3.27万 | 加仓 |
| — | ELEVATION SERIES TRUST | $3.43万 | 0.00% | 856 | -131 | -13.3% | -$5,257 | 减仓 |
| HYGV | FLEXSHARES TR | $3.47万 | 0.00% | 866 | -1,075 | -55.4% | -$4.31万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $3.48万 | 0.00% | 406 | -433 | -51.6% | -$3.71万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $3.48万 | 0.00% | 1,409 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $3.50万 | 0.00% | 586 | 112 | 23.6% | $6,691 | 加仓 |
| HYBL | SSGA ACTIVE TR | $3.53万 | 0.00% | 1,269 | -9 | -0.7% | -$251 | 减仓 |