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 |
|---|---|---|---|---|---|---|---|---|
| SCHC | SCHWAB STRATEGIC TR | $63.21万 | 0.00% | 13,525 | 2,596 | 23.8% | $12.13万 | 加仓 |
| CAVA | CAVA GROUP INC | $63.05万 | 0.00% | 7,793 | 1,971 | 33.9% | $15.95万 | 加仓 |
| FAST | FASTENAL CO | $62.80万 | 0.00% | 13,534 | 1,479 | 12.3% | $6.86万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $62.74万 | 0.00% | 27,564 | -1,049 | -3.7% | -$2.39万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $62.69万 | 0.00% | 12,107 | -157 | -1.3% | -$8,130 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $62.03万 | 0.00% | 5,781 | 5,379 | 1,338.1% | $57.71万 | 加仓 |
| CATH | GLOBAL X FDS | $61.88万 | 0.00% | 7,918 | 27 | 0.3% | $2,110 | 加仓 |
| HYDB | ISHARES TR | $61.63万 | 0.00% | 13,249 | 4,806 | 56.9% | $22.36万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $61.20万 | 0.00% | 10,143 | -428 | -4.0% | -$2.58万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $60.57万 | 0.00% | 26,886 | -23,920 | -47.1% | -$53.89万 | 减仓 |
| ICSH | ISHARES TR | $60.57万 | 0.00% | 11,966 | -2,247 | -15.8% | -$11.37万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $60.56万 | 0.00% | 20,732 | 2,798 | 15.6% | $8.17万 | 加仓 |
| SCZ | ISHARES TR | $60.38万 | 0.00% | 7,701 | 1,120 | 17.0% | $8.78万 | 加仓 |
| RBC | RBC BEARINGS INC | $60.34万 | 0.00% | 1,111 | 267 | 31.6% | $14.50万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $60.24万 | 0.00% | 2,026 | -7,474 | -78.7% | -$222.21万 | 减仓 |
| EQT | EQT CORP | $60.15万 | 0.00% | 9,452 | 1,980 | 26.5% | $12.60万 | 加仓 |
| BRO | BROWN & BROWN INC | $59.68万 | 0.00% | 9,152 | -4,306 | -32.0% | -$28.08万 | 减仓 |
| AOM | ISHARES TR | $59.62万 | 0.00% | 12,586 | -605 | -4.6% | -$2.87万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $59.55万 | 0.00% | 17,756 | -14,233 | -44.5% | -$47.74万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $59.51万 | 0.00% | 27,887 | -508,312 | -94.8% | -$1,084.73万 | 减仓 |
| DLN | WISDOMTREE TR | $59.49万 | 0.00% | 6,660 | 129 | 2.0% | $1.15万 | 加仓 |
| EME | EMCOR GROUP INC | $59.43万 | 0.00% | 805 | -103 | -11.3% | -$7.60万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $59.24万 | 0.00% | 12,107 | 1,131 | 10.3% | $5.53万 | 加仓 |
| LONZ | PIMCO ETF TR | $59.05万 | 0.00% | 11,958 | -4,174 | -25.9% | -$20.61万 | 减仓 |
| TRP | TC ENERGY CORP | $58.92万 | 0.00% | 9,412 | 981 | 11.6% | $6.14万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $58.92万 | 0.00% | 10,767 | -147 | -1.3% | -$8,044 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $58.61万 | 0.00% | 3,100 | 369 | 13.5% | $6.98万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.57万 | 0.00% | 7,800 | 1,759 | 29.1% | $13.21万 | 加仓 |
| XYZ | BLOCK INC | $58.34万 | 0.00% | 9,693 | 4,052 | 71.8% | $24.39万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.33万 | 0.00% | 20,298 | 592 | 3.0% | $1.70万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $58.31万 | 0.00% | 28,418 | 28,418 | — | $58.31万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $58.28万 | 0.00% | 23,210 | 2,398 | 11.5% | $6.02万 | 加仓 |
| REMX | VANECK ETF TRUST | $58.27万 | 0.00% | 6,622 | 649 | 10.9% | $5.71万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $58.15万 | 0.00% | 532 | -1,035 | -66.0% | -$113.13万 | 减仓 |
| UGI | UGI CORP NEW | $58.09万 | 0.00% | 15,951 | 1,369 | 9.4% | $4.99万 | 加仓 |
| LQD | ISHARES TR | $58.03万 | 0.00% | 5,325 | -19,208 | -78.3% | -$209.34万 | 减仓 |
| SRVR | PACER FDS TR | $57.98万 | 0.00% | 18,573 | 7,095 | 61.8% | $22.15万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $57.82万 | 0.00% | 3,867 | 239 | 6.6% | $3.57万 | 重新持有 |
| DFIC | DIMENSIONAL ETF TRUST | $57.72万 | 0.00% | 16,244 | 2,565 | 18.8% | $9.11万 | 加仓 |
| BWA | BORGWARNER INC | $57.68万 | 0.00% | 10,629 | -353 | -3.2% | -$1.92万 | 减仓 |
| JBL | JABIL INC | $57.44万 | 0.00% | 2,162 | 467 | 27.6% | $12.41万 | 加仓 |
| IXC | ISHARES TR | $57.36万 | 0.00% | 9,957 | 7,719 | 344.9% | $44.47万 | 加仓 |
| IGV | ISHARES TR | $57.24万 | 0.00% | 7,150 | 29 | 0.4% | $2,321 | 加仓 |
| SON | SONOCO PRODS CO | $57.01万 | 0.00% | 10,540 | 59 | 0.6% | $3,191 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $56.92万 | 0.00% | 11,858 | 90 | 0.8% | $4,320 | 加仓 |
| VFH | VANGUARD WORLD FD | $56.85万 | 0.00% | 4,706 | -44,643 | -90.5% | -$539.31万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $56.65万 | 0.00% | 3,745 | 1,499 | 66.7% | $22.67万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $56.64万 | 0.00% | 6,026 | 397 | 7.1% | $3.73万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $56.50万 | 0.00% | 29,832 | -684 | -2.2% | -$1.30万 | 减仓 |
| IFRA | ISHARES TR | $56.47万 | 0.00% | 9,872 | 1,779 | 22.0% | $10.18万 | 加仓 |
| IQQQ | PROSHARES TR | $56.46万 | 0.00% | 13,542 | 8,349 | 160.8% | $34.81万 | 加仓 |
| IRM | IRON MTN INC DEL | $56.24万 | 0.00% | 5,506 | -2,739 | -33.2% | -$27.98万 | 减仓 |
| AON | AON PLC | $56.18万 | 0.00% | 1,740 | 135 | 8.4% | $4.36万 | 加仓 |
| NLR | VANECK ETF TRUST | $55.93万 | 0.00% | 4,199 | 894 | 27.0% | $11.91万 | 加仓 |
| PRFD | PIMCO ETF TR | $55.69万 | 0.00% | 10,992 | -143 | -1.3% | -$7,246 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $55.68万 | 0.00% | 13,855 | 6,065 | 77.9% | $24.38万 | 加仓 |
| MKC | MCCORMICK & CO INC | $55.51万 | 0.00% | 11,006 | 7,935 | 258.4% | $40.02万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $55.51万 | 0.00% | 13,684 | -5,329 | -28.0% | -$21.62万 | 减仓 |
| ECHO | ECHOSTAR CORP | $55.49万 | 0.00% | 4,740 | 793 | 20.1% | $9.28万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $55.49万 | 0.00% | 2,717 | 176 | 6.9% | $3.59万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $55.24万 | 0.00% | 4,958 | -9,259 | -65.1% | -$103.16万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.16万 | 0.00% | 18,833 | 2,483 | 15.2% | $7.27万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $55.06万 | 0.00% | 22,429 | 23 | 0.1% | $565 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $54.96万 | 0.00% | 9,840 | -364 | -3.6% | -$2.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $54.85万 | 0.00% | 18,581 | 2,543 | 15.9% | $7.51万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $54.76万 | 0.00% | 21,057 | -5,472 | -20.6% | -$14.23万 | 减仓 |
| CHAT | TIDAL TRUST II | $54.69万 | 0.00% | 8,842 | 1,148 | 14.9% | $7.10万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $54.64万 | 0.00% | 2,733 | 447 | 19.6% | $8.94万 | 加仓 |
| — | TRI POINTE HOMES INC | $54.59万 | 0.00% | 11,682 | -536,916 | -97.9% | -$2,508.88万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $54.42万 | 0.00% | 4,958 | -191 | -3.7% | -$2.10万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $54.40万 | 0.00% | 16,758 | 2,339 | 16.2% | $7.59万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $54.35万 | 0.00% | 1,587 | 703 | 79.5% | $24.07万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $54.28万 | 0.00% | 8,081 | 1,445 | 21.8% | $9.71万 | 加仓 |
| REZ | ISHARES TR | $54.27万 | 0.00% | 6,522 | -349 | -5.1% | -$2.90万 | 减仓 |
| USIG | ISHARES TR | $54.23万 | 0.00% | 10,586 | -4,644 | -30.5% | -$23.79万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $53.98万 | 0.00% | 19,868 | 3,443 | 21.0% | $9.35万 | 加仓 |
| — | ISHARES TR | $53.77万 | 0.00% | 24,045 | 20,142 | 516.1% | $45.04万 | 加仓 |
| IYY | ISHARES TR | $53.75万 | 0.00% | 3,392 | -520 | -13.3% | -$8.24万 | 减仓 |
| — | NEOS ETF TRUST | $53.70万 | 0.00% | 9,443 | 9,443 | — | $53.70万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $53.70万 | 0.00% | 7,616 | 2,737 | 56.1% | $19.30万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $53.57万 | 0.00% | 8,775 | -211 | -2.3% | -$1.29万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $53.20万 | 0.00% | 11,899 | 11,529 | 3,115.9% | $51.55万 | 加仓 |
| SMTC | SEMTECH CORP | $53.19万 | 0.00% | 6,917 | 989 | 16.7% | $7.60万 | 加仓 |
| LMUB | ISHARES TR | $53.13万 | 0.00% | 10,640 | 10,640 | — | $53.13万 | 新建仓 |
| CRK | COMSTOCK RES INC | $52.84万 | 0.00% | 25,065 | -30 | -0.1% | -$632 | 减仓 |
| PKG | PACKAGING CORP AMER | $52.83万 | 0.00% | 2,490 | 164 | 7.1% | $3.48万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $52.65万 | 0.00% | 1,873 | 317 | 20.4% | $8.91万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $52.22万 | 0.00% | 5,599 | 1,800 | 47.4% | $16.79万 | 加仓 |
| FISV | FISERV INC | $52.17万 | 0.00% | 9,349 | 875 | 10.3% | $4.88万 | 加仓 |
| CLS | CELESTICA INC | $52.14万 | 0.00% | 1,851 | 841 | 83.3% | $23.69万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.14万 | 0.00% | 15,574 | -1,445 | -8.5% | -$4.84万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $52.14万 | 0.00% | 1,081 | 1,081 | — | $52.14万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $52.11万 | 0.00% | 13,266 | -3,452 | -20.6% | -$13.56万 | 减仓 |
| EQL | ALPS ETF TR | $51.93万 | 0.00% | 10,918 | -576 | -5.0% | -$2.74万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $51.41万 | 0.00% | 4,593 | -355 | -7.2% | -$3.97万 | 减仓 |
| GATX | GATX CORP | $51.41万 | 0.00% | 3,010 | 233 | 8.4% | $3.98万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $51.08万 | 0.00% | 41,592 | 1,629 | 4.1% | $2.00万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $51.03万 | 0.00% | 7,356 | 856 | 13.2% | $5.94万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $51.02万 | 0.00% | 11,369 | -1,350 | -10.6% | -$6.06万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $51.02万 | 0.00% | 7,000 | -1,112 | -13.7% | -$8.10万 | 减仓 |