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
— FIRST TR EXCHNG TRADED FD VI $103.66万0.00%39,133 39,133— $103.66万 新建仓
CLX CLOROX CO DEL $103.37万0.00%10,830 2,46229.4% $23.50万 加仓
— INNOVATOR ETFS TRUST $101.96万0.00%24,802 -220-0.9% -$9,044 减仓
LALT FIRST TR EXCHNG TRADED FD VI $101.63万0.00%42,291 42,291— $101.63万 新建仓
COWG PACER FDS TR $101.42万0.00%25,263 5,92430.6% $23.78万 加仓
— INNOVATOR ETFS TRUST $101.08万0.00%50,349 42,043506.2% $84.40万 加仓
CCJ CAMECO CORP $100.02万0.00%9,820 1,23614.4% $12.59万 加仓
VT VANGUARD INTL EQUITY INDEX F $99.80万0.00%6,359 1,32626.3% $20.81万 加仓
AHR AMERICAN HEALTHCARE REIT INC $99.71万0.00%19,121 2341.2% $1.22万 加仓
GPIX GOLDMAN SACHS ETF TR $99.53万0.00%17,910 -28,194-61.2% -$156.68万 减仓
GWW WW GRAINGER INC $99.06万0.00%728 6910.5% $9.39万 加仓
MGV VANGUARD WORLD FD $98.97万0.00%6,055 3275.7% $5.34万 加仓
UNM UNUM GROUP $98.53万0.00%11,021 8418.3% $7.52万 加仓
— SPDR SERIES TRUST $98.32万0.00%39,213 1,1303.0% $2.83万 加仓
— INNOVATOR ETFS TRUST $98.15万0.00%34,786 00.0% — 不变
NFG NATIONAL FUEL GAS CO $98.09万0.00%12,706 6,680110.9% $51.57万 加仓
RLI RLI CORP $98.02万0.00%16,594 16,594— $98.02万 新建仓
CTVA CORTEVA INC $97.81万0.00%11,550 1,96120.5% $16.61万 加仓
CRH CRH PLC $97.41万0.00%9,103 -2,723-23.0% -$29.14万 减仓
JBHT HUNT J B TRANS SVCS INC $97.12万0.00%3,355 -74-2.2% -$2.14万 减仓
— EXCHANGE LISTED FDS TR $97.02万0.00%35,216 29,350500.3% $80.86万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $97.01万0.00%1,790 -2,741-60.5% -$148.55万 减仓
SRVR PACER FDS TR $96.84万0.00%30,481 11,90864.1% $37.83万 加仓
— AIM ETF PRODUCTS TRUST $96.81万0.00%26,990 -3,890,173-99.3% -$1.40亿 减仓
SMTC SEMTECH CORP $96.75万0.00%5,978 -939-13.6% -$15.20万 减仓
BP BP PLC $96.66万0.00%26,159 -1,352-4.9% -$5.00万 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $96.55万0.00%18,465 -193-1.0% -$1.01万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $96.22万0.00%2,749 -2,196-44.4% -$76.86万 减仓
CSGP COSTAR GROUP INC $95.99万0.00%33,896 14,06570.9% $39.83万 加仓
BDX BECTON DICKINSON & CO $95.93万0.00%6,339 1,82640.5% $27.63万 加仓
— ISHARES TR $95.56万0.00%42,851 18,80678.2% $41.94万 加仓
AVNM AMERICAN CENTY ETF TR $95.43万0.00%11,584 6,441125.2% $53.06万 加仓
SCHM SCHWAB STRATEGIC TR $95.34万0.00%25,858 3,48415.6% $12.85万 加仓
UL UNILEVER PLC $95.30万0.00%15,852 4683.0% $2.81万 加仓
TDY TELEDYNE TECHNOLOGIES INC $95.28万0.00%1,429 16513.1% $11.00万 加仓
EVRG EVERGY INC $94.53万0.00%10,937 7197.0% $6.21万 加仓
DUOL DUOLINGO INC $93.87万0.00%8,161 5,938267.1% $68.30万 加仓
QSR RESTAURANT BRANDS INTL INC $93.86万0.00%12,945 1,1019.3% $7.98万 加仓
EDV VANGUARD WORLD FD $93.43万0.00%14,356 3752.7% $2.44万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $93.34万0.00%17,861 -55-0.3% -$2,874 减仓
TPL TEXAS PACIFIC LAND CORPORATI $93.22万0.00%2,130 1,431204.7% $62.63万 加仓
REET ISHARES TR $93.20万0.00%33,744 5,80220.8% $16.03万 加仓
CNC CENTENE CORP DEL $92.88万0.00%14,469 3,64633.7% $23.40万 加仓
CHAT TIDAL TRUST II $92.51万0.00%9,375 5336.0% $5.26万 加仓
— EXCHANGE LISTED FDS TR $92.16万0.00%37,551 19,344106.2% $47.48万 加仓
RL RALPH LAUREN CORP $92.13万0.00%2,295 21710.4% $8.71万 加仓
DHI D R HORTON INC $91.93万0.00%5,644 1873.4% $3.05万 加仓
AOK ISHARES TR $91.91万0.00%22,158 13,774164.3% $57.13万 加仓
HQH ABRDN HEALTHCARE INVESTORS $91.87万0.00%41,797 -5,952-12.5% -$13.08万 减仓
FN FABRINET $91.73万0.00%1,632 161.0% $8,993 加仓
J JACOBS SOLUTIONS INC $91.54万0.00%7,265 -177-2.4% -$2.23万 减仓
HEFA ISHARES TR $90.81万0.00%19,351 3,61523.0% $16.96万 加仓
GPIQ GOLDMAN SACHS ETF TR $90.15万0.00%15,199 13,9161,084.6% $82.54万 加仓
BFEB INNOVATOR ETFS TRUST $89.97万0.00%17,091 820.5% $4,317 加仓
— ELEVATION SERIES TRUST $89.87万0.00%109,203 -3,245-2.9% -$2.67万 减仓
UCTT ULTRA CLEAN HLDGS INC $89.83万0.00%6,300 -3,957-38.6% -$56.42万 减仓
HPE HEWLETT PACKARD ENTERPRISE C $89.50万0.00%19,839 2,10111.8% $9.48万 加仓
DLN WISDOMTREE TR $89.42万0.00%9,284 2,62439.4% $25.27万 加仓
CBOE CBOE GLOBAL MKTS INC $89.35万0.00%3,682 1,80996.6% $43.90万 加仓
CGGR CAPITAL GROUP GROWTH ETF $89.11万0.00%18,879 5,02436.3% $23.71万 加仓
SMPL SIMPLY GOOD FOODS CO $88.67万0.00%66,767 66,767— $88.67万 新建仓
DFUV DIMENSIONAL ETF TRUST $88.21万0.00%16,035 1,3989.6% $7.69万 加仓
MKC MCCORMICK & CO INC $88.07万0.00%17,467 6,46158.7% $32.58万 加仓
SPMB SPDR SERIES TRUST $88.05万0.00%39,465 4,32812.3% $9.66万 加仓
IBHG ISHARES TR $88.01万0.00%39,860 -1,218-3.0% -$2.69万 减仓
NGG NATIONAL GRID PLC $87.96万0.00%10,614 1,61718.0% $13.40万 加仓
— AMERICAN CENTY ETF TR $87.95万0.00%19,001 2,80217.3% $12.97万 加仓
ENSG ENSIGN GROUP INC $87.83万0.00%5,479 82317.7% $13.19万 加仓
VTR VENTAS INC $87.70万0.00%9,876 7087.7% $6.29万 加仓
USRT ISHARES TR $87.43万0.00%13,157 -356-2.6% -$2.37万 减仓
FHN FIRST HORIZON CORPORATION $87.36万0.00%34,073 6,50923.6% $16.69万 加仓
SAP SAP SE $86.67万0.00%5,624 1,10824.5% $17.07万 加仓
HOOD ROBINHOOD MKTS INC $86.64万0.00%8,640 3,15257.4% $31.61万 加仓
ECL ECOLAB INC $86.56万0.00%3,107 -5-0.2% -$1,393 减仓
FALN ISHARES TR $86.33万0.00%31,691 -4,419-12.2% -$12.04万 减仓
ACGL ARCH CAP GROUP LTD $86.22万0.00%8,883 -2,442-21.6% -$23.70万 减仓
PHO INVESCO EXCHANGE TRADED FD T $86.01万0.00%12,451 11,6401,435.3% $80.41万 加仓
LMUB ISHARES TR $85.11万0.00%16,617 5,97756.2% $30.61万 加仓
ADSK AUTODESK INC $84.81万0.00%4,362 -3,385-43.7% -$65.81万 减仓
BHP BHP BILLITON LIMITED $84.67万0.00%10,163 1,25114.0% $10.42万 加仓
SCHC SCHWAB STRATEGIC TR $84.56万0.00%17,572 4,04729.9% $19.47万 加仓
LNC LINCOLN NATL CORP IND $83.82万0.00%23,711 4,48923.4% $15.87万 加仓
VONG VANGUARD SCOTTSDALE FDS $83.48万0.00%6,532 2293.6% $2.93万 加仓
— FIRST TR EXCH TRADED FD III $83.23万0.00%40,326 16,23367.4% $33.50万 加仓
ACU ACME UTD CORP $83.12万0.00%17,419 -12,996-42.7% -$62.02万 减仓
CHTR CHARTER COMMUNICATIONS INC $82.93万0.00%5,831 5,831— $82.93万 新建仓
FTEC FIDELITY COVINGTON TRUST $82.71万0.00%2,896 78737.3% $22.48万 加仓
ONB OLD NATL BANCORP IND $82.65万0.00%31,910 3,22111.2% $8.34万 加仓
VSTS VESTIS CORPORATION $82.53万0.00%56,841 -3,812-6.3% -$5.54万 减仓
JBL JABIL INC $82.44万0.00%2,139 -23-1.1% -$8,864 减仓
SPBU AIM ETF PRODUCTS TRUST $81.82万0.00%27,057 7,18936.2% $21.74万 加仓
— TEVA PHARMACEUTICAL INDS LTD $81.77万0.00%24,136 -10,277-29.9% -$34.82万 减仓
FNDF SCHWAB STRATEGIC TR $81.72万0.00%15,490 3,38327.9% $17.85万 加仓
XYZ BLOCK INC $81.71万0.00%10,751 1,05810.9% $8.04万 加仓
ARTY ISHARES TR $81.58万0.00%10,711 -230-2.1% -$1.75万 减仓
— TIDAL TRUST I $81.52万0.00%21,738 7,31650.7% $27.43万 加仓
NJAN INNOVATOR ETFS TRUST $81.29万0.00%13,774 -1,887-12.0% -$11.14万 减仓
STLD STEEL DYNAMICS INC $81.21万0.00%3,539 -51-1.4% -$1.17万 减仓
CRS CARPENTER TECHNOLOGY CORP $81.14万0.00%1,315 15413.3% $9.50万 加仓
IEV ISHARES TR $80.82万0.00%11,094 -4,329-28.1% -$31.54万 减仓