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
GSIE GOLDMAN SACHS ETF TR $4.14万0.00%906 -190-17.3% -$8,683 减仓
CDC VICTORY PORTFOLIOS II $4.17万0.00%560 21964.2% $1.63万 加仓
VCLT VANGUARD SCOTTSDALE FDS $4.23万0.00%562 -170-23.2% -$1.28万 减仓
— FIRST TR EXCHNG TRADED FD VI $4.27万0.00%1,593 -249-13.5% -$6,673 减仓
IBTI ISHARES TR $4.27万0.00%1,929 00.0% — 不变
LIT GLOBAL X FDS $4.27万0.00%546 -63-10.3% -$4,932 减仓
BBEU J P MORGAN EXCHANGE TRADED F $4.28万0.00%550 404276.7% $3.14万 加仓
FEZ SPDR INDEX SHS FDS $4.35万0.00%634 -7-1.1% -$481 减仓
— ISHARES TR $4.39万0.00%1,658 1,5381,281.7% $4.07万 加仓
— AIM ETF PRODUCTS TRUST $4.41万0.00%1,430 -144,278-99.0% -$445.09万 减仓
— FIRST TR EXCHNG TRADED FD VI $4.46万0.00%1,326 00.0% — 不变
BBAX J P MORGAN EXCHANGE TRADED F $4.47万0.00%747 7711.5% $4,610 加仓
PTF INVESCO EXCHANGE TRADED FD T $4.50万0.00%330 -170-34.0% -$2.32万 减仓
XSVM INVESCO EXCHANGE TRADED FD T $4.50万0.00%647 -68-9.5% -$4,732 减仓
SMMV ISHARES TR $4.51万0.00%981 -6-0.6% -$276 减仓
— FIRST TR EXCHNG TRADED FD VI $4.53万0.00%2,500 00.0% — 不变
EIPX FIRST TR EXCHANGE-TRADED FD $4.55万0.00%1,454 1,454— $4.55万 新建仓
IEUR ISHARES TR $4.60万0.00%612 -71-10.4% -$5,337 减仓
— NORTHERN LTS FD TR IV $4.61万0.00%1,311 1,2652,750.0% $4.45万 加仓
GIGB GOLDMAN SACHS ETF TR $4.61万0.00%1,004 43476.1% $1.99万 加仓
DEM WISDOMTREE TR $4.63万0.00%860 -54-5.9% -$2,905 减仓
CMDT PIMCO ETF TR $4.66万0.00%1,520 -144-8.7% -$4,417 减仓
STOT SSGA ACTIVE TR $4.68万0.00%995 9817,007.1% $4.62万 加仓
— ISHARES TR $4.69万0.00%1,004 -7-0.7% -$327 减仓
FPXI FIRST TR EXCHANGE-TRADED FD $4.69万0.00%561 -24-4.1% -$2,008 减仓
— AIM ETF PRODUCTS TRUST $4.71万0.00%1,392 -183,687-99.2% -$621.69万 减仓
RSPH INVESCO EXCHANGE TRADED FD T $4.74万0.00%1,427 59771.9% $1.98万 加仓
KRE SPDR SERIES TRUST $4.74万0.00%633 -2,150-77.3% -$16.09万 减仓
GUNR FLEXSHARES TR $4.75万0.00%964 -474-33.0% -$2.34万 减仓
VIOG VANGUARD ADMIRAL FDS INC $4.76万0.00%310 10.3% $153 加仓
JPSE J P MORGAN EXCHANGE TRADED F $4.78万0.00%795 402102.3% $2.42万 加仓
PNQI INVESCO EXCHANGE TRADED FD T $4.80万0.00%1,053 -25-2.3% -$1,139 减仓
— DYADIC INTL INC DEL $4.82万0.00%53,756 00.0% — 不变
SLQD ISHARES TR $4.83万0.00%958 11213.2% $5,641 加仓
— FIDELITY COVINGTON TRUST $4.86万0.00%839 10.1% $58 加仓
— ETF SER SOLUTIONS $4.91万0.00%1,144 1,144— $4.91万 新建仓
SFY TIDAL TRUST I $4.91万0.00%330 00.0% — 不变
— WISDOMTREE TR $4.92万0.00%376 10.3% $131 加仓
— FIRST TR EXCHNG TRADED FD VI $4.94万0.00%1,112 00.0% — 不变
— TEMA ETF TRUST $4.94万0.00%786 786— $4.94万 新建仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $4.95万0.00%1,009 -50-4.7% -$2,453 减仓
VPLS VANGUARD MALVERN FDS $4.96万0.00%640 640— $4.96万 新建仓
— FIRST TR EXCHNG TRADED FD VI $4.98万0.00%1,010 700225.8% $3.45万 加仓
VVR INVESCO SR INCOME TR $4.99万0.00%16,626 -1,124-6.3% -$3,372 减仓
SHYD VANECK ETF TRUST $4.99万0.00%2,178 25013.0% $5,726 加仓
ILCV ISHARES TR $5.02万0.00%496 10.2% $101 加仓
ARKG ARK ETF TR $5.02万0.00%1,194 21522.0% $9,043 加仓
PCY INVESCO EXCH TRADED FD TR II $5.04万0.00%2,326 1717.9% $3,702 加仓
CTKB CYTEK BIOSCIENCES INC $5.10万0.00%11,512 -2,681-18.9% -$1.19万 减仓
IUS INVESCO EXCH TRD SLF IDX FD $5.12万0.00%781 -16-2.0% -$1,049 减仓
— AIM ETF PRODUCTS TRUST $5.16万0.00%1,825 -1-0.1% -$28 减仓
BAMG NORTHERN LTS FD TR IV $5.19万0.00%1,146 1,1002,391.3% $4.98万 加仓
JPRE J P MORGAN EXCHANGE TRADED F $5.19万0.00%995 48896.3% $2.55万 加仓
— FIDELITY COVINGTON TRUST $5.21万0.00%1,904 1,304217.3% $3.57万 加仓
EWC ISHARES INC $5.24万0.00%910 11915.0% $6,858 加仓
JVAL J P MORGAN EXCHANGE TRADED F $5.25万0.00%896 -253-22.0% -$1.48万 减仓
— ISHARES TR $5.28万0.00%897 -32-3.4% -$1,882 减仓
PCMM BONDBLOXX ETF TRUST $5.33万0.00%1,068 848.5% $4,191 加仓
— VANECK ETF TRUST $5.34万0.00%366 00.0% — 不变
— INNOVATOR ETFS TRUST $5.38万0.00%1,947 -959-33.0% -$2.65万 减仓
— INNOVATOR ETFS TRUST $5.38万0.00%2,047 -132,721-98.5% -$348.78万 减仓
— INNOVATOR ETFS TRUST $5.42万0.00%1,810 28718.8% $8,601 加仓
— FIRST TR EXCHNG TRADED FD VI $5.43万0.00%1,484 755103.6% $2.76万 加仓
— J P MORGAN EXCHANGE TRADED F $5.43万0.00%955 20.2% $114 加仓
EZM WISDOMTREE TR $5.45万0.00%719 00.0% — 不变
BALI BLACKROCK ETF TRUST $5.54万0.00%1,638 38130.3% $1.29万 加仓
SPYX SPDR SERIES TRUST $5.58万0.00%913 -1,099-54.6% -$6.72万 减仓
PGX INVESCO EXCH TRADED FD TR II $5.62万0.00%5,187 -2,513-32.6% -$2.72万 减仓
TCHP T ROWE PRICE EXCHANGE-TRADED $5.66万0.00%1,129 1019.8% $5,059 加仓
BIZD VANECK ETF TRUST $5.78万0.00%4,568 1934.4% $2,443 加仓
NANR SPDR INDEX SHS FDS $5.79万0.00%767 8111.8% $6,112 加仓
MCHI ISHARES TR $5.82万0.00%1,141 40855.7% $2.08万 加仓
AVSF AMERICAN CENTY ETF TR $5.85万0.00%1,255 -32,684-96.3% -$152.24万 减仓
— FIDELITY COVINGTON TRUST $5.88万0.00%1,199 -1-0.1% -$49 减仓
— INVESCO EXCHANGE TRADED FD T $5.90万0.00%658 00.0% — 不变
EXI ISHARES TR $5.96万0.00%297 10.3% $201 加仓
PXH INVESCO EXCH TRADED FD TR II $5.96万0.00%2,136 321.5% $892 加仓
— INNOVATOR ETFS TRUST $5.96万0.00%1,999 1,999— $5.96万 新建仓
RSPF INVESCO EXCHANGE TRADED FD T $6.03万0.00%777 -324-29.4% -$2.51万 减仓
FTMA PUTNAM ETF TRUST $6.11万0.00%6,692 00.0% — 不变
DJAN FIRST TR EXCHNG TRADED FD VI $6.17万0.00%1,355 55769.8% $2.54万 加仓
QLTA ISHARES TR $6.22万0.00%1,308 -3,804-74.4% -$18.08万 减仓
— ISHARES TR $6.23万0.00%565 309120.7% $3.41万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $6.24万0.00%1,268 -92,817-98.7% -$456.75万 减仓
VOLT TEMA ETF TRUST $6.25万0.00%1,493 1,493— $6.25万 新建仓
GOVI INVESCO EXCH TRADED FD TR II $6.26万0.00%2,304 -86-3.6% -$2,335 减仓
KOPN KOPIN CORP $6.26万0.00%13,982 1,2509.8% $5,600 加仓
DAUG FIRST TR EXCHNG TRADED FD VI $6.28万0.00%1,341 00.0% — 不变
— INNOVATOR ETFS TRUST $6.32万0.00%1,779 00.0% — 不变
— ELEVATION SERIES TRUST $6.34万0.00%1,397 -477,606-99.7% -$2,167.14万 减仓
IXP ISHARES TR $6.34万0.00%562 -202-26.4% -$2.28万 减仓
— NORTHERN LTS FD TR IV $6.35万0.00%1,840 1,82411,400.0% $6.30万 加仓
ILF ISHARES TR $6.35万0.00%1,882 63250.6% $2.13万 加仓
— VANECK ETF TRUST $6.35万0.00%533 533— $6.35万 新建仓
— NORTHERN LTS FD TR IV $6.40万0.00%1,748 1,73311,553.3% $6.35万 加仓
SPHB INVESCO EXCH TRADED FD TR II $6.41万0.00%412 235132.8% $3.66万 加仓
HTRB HARTFORD FDS EXCHANGE TRADED $6.41万0.00%1,901 -99-5.0% -$3,340 减仓
HEEM ISHARES INC $6.41万0.00%1,434 00.0% — 不变
— WISDOMTREE TR $6.42万0.00%1,697 64461.2% $2.43万 加仓
PEY INVESCO EXCHANGE TRADED FD T $6.42万0.00%2,769 00.0% — 不变