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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6.29亿 | 3.40% | 3,604,413 | 532,620 | 17.3% | $9,288.01万 | 加仓 |
| AAPL | APPLE INC | $6.14亿 | 3.32% | 2,418,374 | 267,540 | 12.4% | $6,789.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.75亿 | 2.57% | 1,284,331 | 252,790 | 24.5% | $9,357.54万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $3.87亿 | 2.09% | 7,914,443 | 431,745 | 5.8% | $2,109.51万 | 加仓 |
| IVV | ISHARES TR | $3.50亿 | 1.89% | 535,640 | 28,692 | 5.7% | $1,874.20万 | 加仓 |
| AMZN | AMAZON COM INC | $3.33亿 | 1.80% | 1,596,626 | 88,725 | 5.9% | $1,847.87万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.00亿 | 1.62% | 3,069,038 | 126,353 | 4.3% | $1,237.12万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2.71亿 | 1.47% | 6,535,001 | 445,942 | 7.3% | $1,852.44万 | 加仓 |
| GOOGL | ALPHABET INC | $2.51亿 | 1.36% | 874,394 | -17,438 | -2.0% | -$501.45万 | 减仓 |
| AVGO | BROADCOM INC | $2.24亿 | 1.21% | 724,608 | 106,914 | 17.3% | $3,309.12万 | 加仓 |
| PYLD | PIMCO ETF TR | $2.08亿 | 1.13% | 7,945,409 | 1,466,190 | 22.6% | $3,841.42万 | 加仓 |
| META | META PLATFORMS INC | $2.06亿 | 1.11% | 359,570 | 12,019 | 3.5% | $687.65万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.03亿 | 1.10% | 3,586,411 | 87,233 | 2.5% | $493.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.90亿 | 1.02% | 317,194 | -21,086 | -6.2% | -$1,259.99万 | 减仓 |
| BOND | PIMCO ETF TR | $1.75亿 | 0.94% | 1,892,589 | 410,522 | 27.7% | $3,788.30万 | 加仓 |
| — | EXXON MOBIL CORP | $1.70亿 | 0.92% | 1,002,282 | 32,872 | 3.4% | $557.71万 | 加仓 |
| IWY | ISHARES TR | $1.64亿 | 0.89% | 658,865 | 20,741 | 3.3% | $516.12万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.41亿 | 0.76% | 1,847,371 | 418,267 | 29.3% | $3,201.41万 | 加仓 |
| — | CAPITOL SER TR | $1.38亿 | 0.75% | 5,492,991 | 213,513 | 4.0% | $535.60万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.36亿 | 0.74% | 463,812 | -52,795 | -10.2% | -$1,553.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.34亿 | 0.72% | 547,306 | 57,171 | 11.7% | $1,397.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1.33亿 | 0.72% | 2,640,486 | 108,777 | 4.3% | $547.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.32亿 | 0.72% | 276,221 | 10,338 | 3.9% | $495.40万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $1.32亿 | 0.72% | 3,917,163 | -15,143 | -0.4% | -$51.15万 | 减仓 |
| SCEP | STERLING CAP FDS | $1.31亿 | 0.71% | 5,542,593 | 5,542,593 | — | $1.31亿 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $1.26亿 | 0.68% | 4,738,733 | 7,226 | 0.2% | $19.21万 | 加仓 |
| IEFA | ISHARES TR | $1.18亿 | 0.64% | 1,306,747 | 302,188 | 30.1% | $2,735.71万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1.17亿 | 0.63% | 1,219,055 | 134,745 | 12.4% | $1,293.02万 | 加仓 |
| CSCO | CISCO SYS INC | $1.13亿 | 0.61% | 1,457,240 | 125,697 | 9.4% | $975.28万 | 加仓 |
| WMT | WALMART INC | $1.12亿 | 0.61% | 904,807 | 33,230 | 3.8% | $412.98万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.12亿 | 0.61% | 1,297,885 | -9,631 | -0.7% | -$83.33万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.08亿 | 0.58% | 653,199 | 128,152 | 24.4% | $2,118.87万 | 加仓 |
| MCD | MCDONALDS CORP | $1.07亿 | 0.58% | 344,786 | 59,593 | 20.9% | $1,852.07万 | 加仓 |
| TSLA | TESLA INC | $1.05亿 | 0.57% | 283,759 | 32,251 | 12.8% | $1,198.94万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.05亿 | 0.57% | 2,335,738 | 78,560 | 3.5% | $354.46万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1.03亿 | 0.56% | 1,103,019 | 136,414 | 14.1% | $1,272.20万 | 加仓 |
| IWX | ISHARES TR | $1.02亿 | 0.55% | 1,103,108 | 22,001 | 2.0% | $203.88万 | 加仓 |
| MINT | PIMCO ETF TR | $1.01亿 | 0.55% | 1,004,333 | 43,816 | 4.6% | $440.66万 | 加仓 |
| SCMC | STERLING CAP FDS | $1.00亿 | 0.54% | 4,000,621 | 4,000,621 | — | $1.00亿 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $9,999.82万 | 0.54% | 200,129 | 10,577 | 5.6% | $528.50万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $9,976.00万 | 0.54% | 1,688,841 | 317,477 | 23.2% | $1,875.34万 | 加仓 |
| SGOV | ISHARES TR | $9,738.01万 | 0.53% | 967,416 | 328,427 | 51.4% | $3,305.95万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $9,703.92万 | 0.52% | 1,379,183 | 1,205,391 | 693.6% | $8,481.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $9,342.41万 | 0.51% | 276,532 | -44,702 | -13.9% | -$1,510.22万 | 减仓 |
| V | VISA INC | $9,129.16万 | 0.49% | 302,052 | 19,709 | 7.0% | $595.68万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $9,062.93万 | 0.49% | 1,340,053 | 294,090 | 28.1% | $1,988.96万 | 加仓 |
| IEMG | ISHARES INC | $9,043.63万 | 0.49% | 1,296,578 | -423,027 | -24.6% | -$2,950.61万 | 减仓 |
| SCNM | STERLING CAP FDS | $8,886.31万 | 0.48% | 3,574,557 | 3,574,557 | — | $8,886.31万 | 新建仓 |
| FMAT | FIDELITY COVINGTON TRUST | $8,788.58万 | 0.48% | 1,524,735 | 196,027 | 14.8% | $1,129.90万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $8,555.63万 | 0.46% | 2,223,975 | -1,663 | -0.1% | -$6.40万 | 减仓 |
| GOVT | ISHARES TR | $8,354.78万 | 0.45% | 3,646,782 | 216,100 | 6.3% | $495.09万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $8,179.34万 | 0.44% | 960,579 | 101,781 | 11.9% | $866.67万 | 加仓 |
| IVW | ISHARES TR | $8,086.17万 | 0.44% | 714,893 | 4,325 | 0.6% | $48.92万 | 加仓 |
| BILZ | PIMCO ETF TR | $7,886.69万 | 0.43% | 781,091 | -222,282 | -22.2% | -$2,244.39万 | 减仓 |
| IVE | ISHARES TR | $7,853.66万 | 0.42% | 371,946 | -11,123 | -2.9% | -$234.86万 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $7,727.38万 | 0.42% | 2,100,401 | 158,006 | 8.1% | $581.30万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,706.88万 | 0.42% | 378,911 | 55,247 | 17.1% | $1,123.70万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $7,647.63万 | 0.41% | 1,314,475 | -97,384 | -6.9% | -$566.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,635.82万 | 0.41% | 521,999 | 11,300 | 2.2% | $165.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7,412.65万 | 0.40% | 513,197 | -141,741 | -21.6% | -$2,047.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $7,222.77万 | 0.39% | 349,096 | -181,502 | -34.2% | -$3,755.26万 | 减仓 |
| ABBV | ABBVIE INC | $7,164.79万 | 0.39% | 329,432 | 35,412 | 12.0% | $770.17万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $7,123.68万 | 0.39% | 2,215,558 | 2,215,558 | — | $7,123.68万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $6,964.07万 | 0.38% | 203,750 | -34,253 | -14.4% | -$1,170.75万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $6,921.32万 | 0.37% | 2,191,080 | -2,255 | -0.1% | -$7.12万 | 减仓 |
| EFV | ISHARES TR | $6,912.76万 | 0.37% | 929,760 | -120,979 | -11.5% | -$899.48万 | 减仓 |
| SKOR | FLEXSHARES TR | $6,647.87万 | 0.36% | 1,367,312 | 107,787 | 8.6% | $524.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,541.03万 | 0.35% | 269,856 | 158,241 | 141.8% | $3,835.60万 | 加仓 |
| ILTB | ISHARES TR | $6,381.26万 | 0.35% | 1,302,828 | 81,686 | 6.7% | $400.10万 | 加仓 |
| ONEZ | ELEVATION SERIES TRUST | $6,364.68万 | 0.34% | 2,542,160 | 111,408 | 4.6% | $278.93万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $6,265.33万 | 0.34% | 2,171,693 | 935,720 | 75.7% | $2,699.55万 | 加仓 |
| C | CITIGROUP INC | $6,183.44万 | 0.33% | 545,229 | 257,479 | 89.5% | $2,920.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,172.81万 | 0.33% | 95,114 | -72,475 | -43.2% | -$4,703.56万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $6,156.05万 | 0.33% | 2,120,579 | 145,679 | 7.4% | $422.91万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $6,091.58万 | 0.33% | 1,598,419 | -8,123 | -0.5% | -$30.96万 | 减仓 |
| INTU | INTUIT | $6,054.28万 | 0.33% | 140,022 | 132,522 | 1,767.0% | $5,729.99万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $6,050.63万 | 0.33% | 1,221,856 | 58,773 | 5.1% | $291.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,943.31万 | 0.32% | 59,645 | -15,025 | -20.1% | -$1,497.16万 | 减仓 |
| LEN | LENNAR CORP | $5,915.20万 | 0.32% | 681,157 | 402,950 | 144.8% | $3,499.24万 | 加仓 |
| BAC | BANK AMERICA CORP | $5,912.82万 | 0.32% | 1,212,887 | -295,942 | -19.6% | -$1,442.72万 | 减仓 |
| ORCL | ORACLE CORP | $5,866.67万 | 0.32% | 398,793 | 163,862 | 69.7% | $2,410.58万 | 加仓 |
| QUAL | ISHARES TR | $5,792.11万 | 0.31% | 301,971 | -22,515 | -6.9% | -$431.86万 | 减仓 |
| MBB | ISHARES TR | $5,609.07万 | 0.30% | 590,739 | 18,428 | 3.2% | $174.97万 | 加仓 |
| IWS | ISHARES TR | $5,542.62万 | 0.30% | 380,308 | 2,827 | 0.7% | $41.20万 | 加仓 |
| LLY | ELI LILLY & CO | $5,521.51万 | 0.30% | 60,031 | -29,966 | -33.3% | -$2,756.20万 | 减仓 |
| AMGN | AMGEN INC | $5,479.96万 | 0.30% | 155,744 | 21,612 | 16.1% | $760.43万 | 加仓 |
| NFLX | NETFLIX INC. | $5,461.66万 | 0.30% | 568,036 | 89,287 | 18.7% | $858.49万 | 加仓 |
| EFG | ISHARES TR | $5,461.49万 | 0.30% | 490,392 | -29,329 | -5.6% | -$326.64万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $5,310.37万 | 0.29% | 1,493,774 | -19,395 | -1.3% | -$68.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5,268.07万 | 0.28% | 1,049,416 | -315,710 | -23.1% | -$1,584.86万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5,248.85万 | 0.28% | 245,663 | 45,957 | 23.0% | $981.92万 | 加仓 |
| CRM | SALESFORCE INC | $5,178.68万 | 0.28% | 277,423 | 45,726 | 19.7% | $853.57万 | 加仓 |
| HD | HOME DEPOT INC | $5,177.53万 | 0.28% | 157,424 | 47,312 | 43.0% | $1,556.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $5,112.25万 | 0.28% | 642,162 | 31,190 | 5.1% | $248.30万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,073.81万 | 0.27% | 255,879 | 151,364 | 144.8% | $3,001.39万 | 加仓 |
| TLT | ISHARES TR | $4,844.91万 | 0.26% | 558,877 | 330,735 | 145.0% | $2,867.15万 | 加仓 |
| MS | MORGAN STANLEY | $4,837.81万 | 0.26% | 293,965 | 139,071 | 89.8% | $2,288.71万 | 加仓 |
| — | ELEVATION SERIES TRUST | $4,733.63万 | 0.26% | 1,725,082 | 109,196 | 6.8% | $299.63万 | 加仓 |
| PFE | PFIZER INC | $4,677.23万 | 0.25% | 1,665,681 | 211,119 | 14.5% | $592.82万 | 加仓 |
| RTX | RTX CORPORATION | $4,511.63万 | 0.24% | 233,882 | 15,833 | 7.3% | $305.42万 | 加仓 |