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 |
|---|---|---|---|---|---|---|---|---|
| JVAL | J P MORGAN EXCHANGE TRADED F | $5.61万 | 0.00% | 1,149 | 1,149 | — | $5.61万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $5.66万 | 0.00% | 2,104 | -535 | -20.3% | -$1.44万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $5.72万 | 0.00% | 17,750 | 2,267 | 14.6% | $7,300 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $5.76万 | 0.00% | 3,767 | -558 | -12.9% | -$8,526 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $5.76万 | 0.00% | 686 | 230 | 50.4% | $1.93万 | 加仓 |
| ARKW | ARK ETF TR | $5.79万 | 0.00% | 480 | -63 | -11.6% | -$7,601 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $5.82万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| XTL | SPDR SERIES TRUST | $5.83万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $5.84万 | 0.00% | 1,341 | -566 | -29.7% | -$2.47万 | 减仓 |
| EMGF | ISHARES INC | $5.85万 | 0.00% | 968 | -53 | -5.2% | -$3,203 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.85万 | 0.00% | 1,779 | -56 | -3.1% | -$1,842 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $5.92万 | 0.00% | 12,461 | -860 | -6.5% | -$4,085 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $5.93万 | 0.00% | 2,769 | -508 | -15.5% | -$1.09万 | 减仓 |
| DGT | SPDR SERIES TRUST | $5.93万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $5.96万 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| FTMA | PUTNAM ETF TRUST | $6.00万 | 0.00% | 6,692 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $6.09万 | 0.00% | 1,134 | 2 | 0.2% | $107 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $6.11万 | 0.00% | 1,211 | 1,211 | — | $6.11万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6.12万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $6.13万 | 0.00% | 877 | 449 | 104.9% | $3.14万 | 加仓 |
| URG | UR-ENERGY INC | $6.20万 | 0.00% | 41,590 | 1,438 | 3.6% | $2,143 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $6.20万 | 0.00% | 14,193 | 14,193 | — | $6.20万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $6.24万 | 0.00% | 1,847 | 3 | 0.2% | $101 | 加仓 |
| — | CALAMOS ETF TR | $6.25万 | 0.00% | 3,313 | 3,313 | — | $6.25万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $6.26万 | 0.00% | 2,842 | 2,842 | — | $6.26万 | 新建仓 |
| BINT | EXCHANGE TRADED CONCEPTS TRU | $6.27万 | 0.00% | 2,192 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $6.33万 | 0.00% | 827 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $6.35万 | 0.00% | 1,283 | 47 | 3.8% | $2,326 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $6.37万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.45万 | 0.00% | 2,629 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $6.48万 | 0.00% | 767 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $6.50万 | 0.00% | 492 | -12,987 | -96.3% | -$171.56万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $6.52万 | 0.00% | 2,390 | -93 | -3.7% | -$2,537 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.53万 | 0.00% | 3,450 | 3,000 | 666.7% | $5.68万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $6.54万 | 0.00% | 2,461 | 202 | 8.9% | $5,369 | 加仓 |
| QDEF | FLEXSHARES TR | $6.59万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.60万 | 0.00% | 2,046 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $6.71万 | 0.00% | 980 | -61 | -5.9% | -$4,174 | 减仓 |
| IHE | ISHARES TR | $6.72万 | 0.00% | 775 | 319 | 70.0% | $2.76万 | 加仓 |
| IBTH | ISHARES TR | $6.72万 | 0.00% | 2,997 | 1,019 | 51.5% | $2.29万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $6.75万 | 0.00% | 2,000 | 2,000 | — | $6.75万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $6.76万 | 0.00% | 1,736 | 1,087 | 167.5% | $4.23万 | 加仓 |
| — | ISHARES TR | $6.77万 | 0.00% | 2,294 | -2,809 | -55.0% | -$8.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.78万 | 0.00% | 2,391 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $6.80万 | 0.00% | 1,418 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $6.82万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $6.83万 | 0.00% | 683 | 683 | — | $6.83万 | 新建仓 |
| DGS | WISDOMTREE TR | $6.90万 | 0.00% | 1,147 | 898 | 360.6% | $5.40万 | 加仓 |
| EEMA | ISHARES INC | $6.90万 | 0.00% | 721 | -84 | -10.4% | -$8,042 | 减仓 |
| — | STRATEGY SHS | $6.91万 | 0.00% | 3,165 | 3,165 | — | $6.91万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $6.93万 | 0.00% | 2,212 | 1,711 | 341.5% | $5.36万 | 加仓 |
| IBTG | ISHARES TR | $7.09万 | 0.00% | 3,096 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $7.16万 | 0.00% | 1,449 | 619 | 74.6% | $3.06万 | 加仓 |
| SNPE | DBX ETF TR | $7.16万 | 0.00% | 1,203 | 348 | 40.7% | $2.07万 | 加仓 |
| — | VANECK ETF TRUST | $7.18万 | 0.00% | 782 | -52 | -6.2% | -$4,774 | 减仓 |
| — | GLOBAL X FDS | $7.19万 | 0.00% | 1,705 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.22万 | 0.00% | 11,735 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $7.24万 | 0.00% | 630 | -4 | -0.6% | -$460 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $7.28万 | 0.00% | 15,787 | -316 | -2.0% | -$1,457 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $7.36万 | 0.00% | 2,802 | 2,802 | — | $7.36万 | 新建仓 |
| WTAI | WISDOMTREE TR | $7.53万 | 0.00% | 2,668 | 459 | 20.8% | $1.30万 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $7.54万 | 0.00% | 18,628 | 18,628 | — | $7.54万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $7.56万 | 0.00% | 2,639 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $7.60万 | 0.00% | 2,836 | 78 | 2.8% | $2,090 | 加仓 |
| IGRO | ISHARES TR | $7.60万 | 0.00% | 907 | 532 | 141.9% | $4.46万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.62万 | 0.00% | 2,912 | 0 | 0.0% | — | 不变 |
| KCE | SPDR SERIES TRUST | $7.70万 | 0.00% | 559 | -4 | -0.7% | -$551 | 减仓 |
| CALF | PACER FDS TR | $7.71万 | 0.00% | 1,718 | -617 | -26.4% | -$2.77万 | 减仓 |
| — | SPROTT ETF TRUST | $7.72万 | 0.00% | 897 | -29 | -3.1% | -$2,496 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $7.72万 | 0.00% | 2,827 | -1,381 | -32.8% | -$3.77万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $7.74万 | 0.00% | 2,444 | -1,672 | -40.6% | -$5.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.77万 | 0.00% | 2,906 | -19 | -0.6% | -$508 | 减仓 |
| XNTK | SPDR SERIES TRUST | $7.81万 | 0.00% | 306 | 286 | 1,430.0% | $7.30万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $7.84万 | 0.00% | 833 | -97 | -10.4% | -$9,125 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $7.86万 | 0.00% | 1,101 | 331 | 43.0% | $2.36万 | 加仓 |
| GUNR | FLEXSHARES TR | $7.93万 | 0.00% | 1,438 | 849 | 144.1% | $4.68万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $8.07万 | 0.00% | 3,102 | -55,776 | -94.7% | -$145.05万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $8.08万 | 0.00% | 2,569 | -18 | -0.7% | -$566 | 减仓 |
| NMFC | NEW MTN FIN CORP | $8.11万 | 0.00% | 10,448 | -65 | -0.6% | -$504 | 减仓 |
| HDEF | DBX ETF TR | $8.12万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $8.15万 | 0.00% | 2,255 | -130 | -5.5% | -$4,700 | 减仓 |
| IDVO | AMPLIFY ETF TR | $8.31万 | 0.00% | 2,053 | 1,873 | 1,040.6% | $7.58万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $8.33万 | 0.00% | 1,853 | -24 | -1.3% | -$1,078 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $8.36万 | 0.00% | 2,229 | -226 | -9.2% | -$8,473 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $8.38万 | 0.00% | 7,700 | -4,086 | -34.7% | -$4.45万 | 减仓 |
| BDBT | EXCHANGE TRADED CONCEPTS TRU | $8.44万 | 0.00% | 3,342 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $8.46万 | 0.00% | 930 | 930 | — | $8.46万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $8.49万 | 0.00% | 839 | 253 | 43.2% | $2.56万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $8.49万 | 0.00% | 3,197 | 1,112 | 53.3% | $2.95万 | 加仓 |
| IBDV | ISHARES TR | $8.55万 | 0.00% | 3,906 | -361 | -8.5% | -$7,902 | 减仓 |
| GII | SPDR INDEX SHS FDS | $8.61万 | 0.00% | 1,133 | 571 | 101.6% | $4.34万 | 加仓 |
| — | EA SERIES TRUST | $8.63万 | 0.00% | 1,199 | -232 | -16.2% | -$1.67万 | 减仓 |
| IBDT | ISHARES TR | $8.66万 | 0.00% | 3,418 | 25 | 0.7% | $633 | 加仓 |
| WTMF | WISDOMTREE TR | $8.69万 | 0.00% | 2,191 | -1,170 | -34.8% | -$4.64万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $8.71万 | 0.00% | 2,005 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $8.73万 | 0.00% | 971 | 670 | 222.6% | $6.02万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $8.75万 | 0.00% | 10,303 | -649 | -5.9% | -$5,510 | 减仓 |
| IXP | ISHARES TR | $8.77万 | 0.00% | 764 | -49,413 | -98.5% | -$567.31万 | 减仓 |
| — | SPDR INDEX SHS FDS | $8.82万 | 0.00% | 616 | 6 | 1.0% | $859 | 加仓 |
| MLPX | GLOBAL X FDS | $8.85万 | 0.00% | 1,197 | 478 | 66.5% | $3.53万 | 加仓 |