AE Wealth Management LLC
TOPEKA KS · SEC CIK 0001697723
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DWM | WISDOMTREE TR | $6.42万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $6.46万 | 0.00% | 1,158 | 24 | 2.1% | $1,339 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $6.46万 | 0.00% | 2,543 | 2,299 | 942.2% | $5.84万 | 加仓 |
| DGT | SPDR SERIES TRUST | $6.47万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $6.47万 | 0.00% | 2,892 | -105 | -3.5% | -$2,349 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $6.55万 | 0.00% | 2,460 | 16 | 0.7% | $426 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.55万 | 0.00% | 2,629 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $6.57万 | 0.00% | 1,517 | -287,418 | -99.5% | -$1,244.25万 | 减仓 |
| IYG | ISHARES TR | $6.65万 | 0.00% | 735 | 126 | 20.7% | $1.14万 | 加仓 |
| EWN | ISHARES INC | $6.67万 | 0.00% | 949 | 518 | 120.2% | $3.64万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $6.69万 | 0.00% | 22,843 | 22,843 | — | $6.69万 | 新建仓 |
| TDTF | FLEXSHARES TR | $6.72万 | 0.00% | 2,826 | 874 | 44.8% | $2.08万 | 加仓 |
| EZU | ISHARES INC | $6.73万 | 0.00% | 968 | 635 | 190.7% | $4.41万 | 加仓 |
| CXM | SPRINKLR INC | $6.77万 | 0.00% | 13,112 | 13,112 | — | $6.77万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $6.83万 | 0.00% | 2,005 | -2,067 | -50.8% | -$7.04万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $6.87万 | 0.00% | 3,697 | -70 | -1.9% | -$1,300 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.89万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $6.90万 | 0.00% | 1,732 | -752 | -30.3% | -$2.99万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $6.94万 | 0.00% | 1,111 | -1,314 | -54.2% | -$8.20万 | 减仓 |
| — | TIDAL TRUST II | $6.95万 | 0.00% | 789 | 635 | 412.3% | $5.60万 | 加仓 |
| IYM | ISHARES TR | $6.96万 | 0.00% | 388 | -100,899 | -99.6% | -$1,811.01万 | 减仓 |
| IBTG | ISHARES TR | $7.09万 | 0.00% | 3,096 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $7.11万 | 0.00% | 1,414 | -29,503 | -95.4% | -$148.40万 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INC | $7.16万 | 0.00% | 10,479 | 10,479 | — | $7.16万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $7.17万 | 0.00% | 2,601 | -179,706 | -98.6% | -$495.25万 | 减仓 |
| QDEF | FLEXSHARES TR | $7.19万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $7.20万 | 0.00% | 879 | 52 | 6.3% | $4,260 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $7.22万 | 0.00% | 1,610 | 1,096 | 213.2% | $4.92万 | 加仓 |
| SUSA | ISHARES TR | $7.22万 | 0.00% | 468 | -24 | -4.9% | -$3,703 | 减仓 |
| — | STRATEGY SHS | $7.26万 | 0.00% | 3,177 | 12 | 0.4% | $274 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $7.27万 | 0.00% | 782 | 354 | 82.7% | $3.29万 | 加仓 |
| KXI | ISHARES TR | $7.29万 | 0.00% | 1,079 | -282 | -20.7% | -$1.90万 | 减仓 |
| IYC | ISHARES TR | $7.30万 | 0.00% | 722 | -1,619 | -69.2% | -$16.37万 | 减仓 |
| KCE | SPDR SERIES TRUST | $7.35万 | 0.00% | 499 | -60 | -10.7% | -$8,835 | 减仓 |
| — | TIDAL TRUST II | $7.37万 | 0.00% | 1,607 | 1,325 | 469.9% | $6.08万 | 加仓 |
| UDOW | PROSHARES TR | $7.38万 | 0.00% | 1,053 | 658 | 166.6% | $4.61万 | 加仓 |
| URG | UR-ENERGY INC | $7.42万 | 0.00% | 54,567 | 12,977 | 31.2% | $1.76万 | 加仓 |
| HEDJ | WISDOMTREE TR | $7.43万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7.48万 | 0.00% | 2,359 | -280 | -10.6% | -$8,879 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $7.52万 | 0.00% | 1,418 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $7.53万 | 0.00% | 1,705 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $7.54万 | 0.00% | 1,610 | -256 | -13.7% | -$1.20万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $7.56万 | 0.00% | 1,435 | -14 | -1.0% | -$738 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $7.57万 | 0.00% | 10,637 | 10,637 | — | $7.57万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $7.58万 | 0.00% | 1,490 | 529 | 55.0% | $2.69万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $7.61万 | 0.00% | 16,500 | 2,000 | 13.8% | $9,220 | 加仓 |
| SMMU | PIMCO ETF TR | $7.68万 | 0.00% | 1,521 | -1,768 | -53.8% | -$8.93万 | 减仓 |
| — | ISHARES TR | $7.69万 | 0.00% | 2,642 | 348 | 15.2% | $1.01万 | 加仓 |
| — | VANECK ETF TRUST | $7.70万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| DSCO | DOUBLELINE ETF TRUST | $7.70万 | 0.00% | 3,087 | 3,087 | — | $7.70万 | 新建仓 |
| NABL | N-ABLE INC | $7.86万 | 0.00% | 21,414 | 21,414 | — | $7.86万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $7.86万 | 0.00% | 2,614 | -24,406 | -90.3% | -$73.41万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $7.89万 | 0.00% | 848 | 299 | 54.5% | $2.78万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $7.90万 | 0.00% | 1,847 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $7.92万 | 0.00% | 2,197 | -15 | -0.7% | -$541 | 减仓 |
| RES | RPC INC | $7.95万 | 0.00% | 13,644 | -2,313 | -14.5% | -$1.35万 | 减仓 |
| IGEB | ISHARES TR | $7.96万 | 0.00% | 1,764 | 803 | 83.6% | $3.62万 | 加仓 |
| EMBC | EMBECTA CORP | $7.96万 | 0.00% | 24,410 | 24,410 | — | $7.96万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.02万 | 0.00% | 2,912 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.02万 | 0.00% | 2,888 | -840 | -22.5% | -$2.33万 | 减仓 |
| IGRO | ISHARES TR | $8.04万 | 0.00% | 914 | 7 | 0.8% | $616 | 加仓 |
| HDEF | DBX ETF TR | $8.05万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $8.06万 | 0.00% | 814 | 39 | 5.0% | $3,862 | 加仓 |
| ARKW | ARK ETF TR | $8.10万 | 0.00% | 559 | 79 | 16.5% | $1.14万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $8.11万 | 0.00% | 2,023 | -580 | -22.3% | -$2.33万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $8.12万 | 0.00% | 2,391 | 0 | 0.0% | — | 不变 |
| AGNT | AGNT INC | $8.13万 | 0.00% | 15,025 | 15,025 | — | $8.13万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $8.21万 | 0.00% | 2,023 | 644 | 46.7% | $2.61万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $8.25万 | 0.00% | 1,628 | -4,094 | -71.5% | -$20.74万 | 减仓 |
| ARKX | ARK ETF TR | $8.25万 | 0.00% | 2,418 | 1,032 | 74.5% | $3.52万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $8.29万 | 0.00% | 1,324 | 290 | 28.0% | $1.82万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $8.35万 | 0.00% | 2,081 | -6,949 | -77.0% | -$27.89万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $8.42万 | 0.00% | 12,879 | 1,144 | 9.7% | $7,482 | 加仓 |
| EEMA | ISHARES INC | $8.43万 | 0.00% | 721 | 0 | 0.0% | — | 不变 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $8.51万 | 0.00% | 1,807 | -46 | -2.5% | -$2,168 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8.54万 | 0.00% | 14,641 | 14,641 | — | $8.54万 | 新建仓 |
| GCOR | GOLDMAN SACHS ETF TR | $8.62万 | 0.00% | 2,094 | 2,094 | — | $8.62万 | 新建仓 |
| GII | SPDR INDEX SHS FDS | $8.67万 | 0.00% | 1,145 | 12 | 1.1% | $909 | 加仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $8.70万 | 0.00% | 11,563 | 150 | 1.3% | $1,128 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $8.73万 | 0.00% | 878 | 45 | 5.4% | $4,473 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $8.74万 | 0.00% | 1,943 | -318 | -14.1% | -$1.43万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $8.76万 | 0.00% | 1,150 | 1,150 | — | $8.76万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $8.76万 | 0.00% | 1,558 | 1,304 | 513.4% | $7.33万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $8.79万 | 0.00% | 10,796 | 493 | 4.8% | $4,013 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $8.84万 | 0.00% | 3,660 | -577,421 | -99.4% | -$1,393.86万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $8.85万 | 0.00% | 3,416 | 2,989 | 700.0% | $7.75万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $8.87万 | 0.00% | 1,181 | -4,932 | -80.7% | -$37.04万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $9.02万 | 0.00% | 3,001 | -6,234 | -67.5% | -$18.73万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $9.02万 | 0.00% | 1,878 | 1,530 | 439.7% | $7.35万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $9.03万 | 0.00% | 1,192 | -90 | -7.0% | -$6,819 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $9.08万 | 0.00% | 2,173 | 437 | 25.2% | $1.83万 | 加仓 |
| — | EA SERIES TRUST | $9.09万 | 0.00% | 2,714 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $9.15万 | 0.00% | 4,075 | 1,233 | 43.4% | $2.77万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $9.15万 | 0.00% | 1,433 | 643 | 81.4% | $4.11万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $9.27万 | 0.00% | 1,172 | -46 | -3.8% | -$3,638 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $9.30万 | 0.00% | 2,753 | 2,398 | 675.5% | $8.10万 | 加仓 |
| IYH | ISHARES TR | $9.31万 | 0.00% | 1,388 | -1,000 | -41.9% | -$6.70万 | 减仓 |
| WU | WESTERN UN CO | $9.34万 | 0.00% | 12,136 | -654 | -5.1% | -$5,036 | 减仓 |
| — | SPDR INDEX SHS FDS | $9.36万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $9.36万 | 0.00% | 1,056 | 900 | 576.9% | $7.98万 | 加仓 |