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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $41.74万 | 0.00% | 13,918 | 7,450 | 115.2% | $22.34万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $41.69万 | 0.00% | 8,708 | 719 | 9.0% | $3.44万 | 加仓 |
| DG | DOLLAR GEN CORP | $41.67万 | 0.00% | 3,509 | 112 | 3.3% | $1.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.56万 | 0.00% | 15,502 | -270 | -1.7% | -$7,238 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $41.20万 | 0.00% | 11,130 | 1,645 | 17.3% | $6.09万 | 加仓 |
| HRB | BLOCK H & R INC | $41.18万 | 0.00% | 12,974 | -1,323 | -9.3% | -$4.20万 | 减仓 |
| SEIC | SEI INVTS CO | $41.02万 | 0.00% | 5,227 | 977 | 23.0% | $7.67万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $40.97万 | 0.00% | 11,413 | 11,413 | — | $40.97万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $40.93万 | 0.00% | 7,107 | 958 | 15.6% | $5.52万 | 加仓 |
| PFF | ISHARES TR | $40.77万 | 0.00% | 13,445 | -8,146 | -37.7% | -$24.70万 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $40.70万 | 0.00% | 3,021 | 1,236 | 69.2% | $16.65万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.69万 | 0.00% | 12,438 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP | $40.66万 | 0.00% | 16,447 | 2,834 | 20.8% | $7.01万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.55万 | 0.00% | 12,809 | 2 | 0.0% | $63 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $40.54万 | 0.00% | 5,960 | -5 | -0.1% | -$340 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $40.45万 | 0.00% | 5,051 | 1,091 | 27.6% | $8.74万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $40.16万 | 0.00% | 25,290 | 3,273 | 14.9% | $5.20万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.98万 | 0.00% | 12,782 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $39.97万 | 0.00% | 7,162 | 1,970 | 37.9% | $10.99万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $39.93万 | 0.00% | 3,592 | -5,753 | -61.6% | -$63.95万 | 减仓 |
| RPM | RPM INTL INC | $39.88万 | 0.00% | 4,011 | 523 | 15.0% | $5.20万 | 加仓 |
| ACWV | ISHARES INC | $39.83万 | 0.00% | 3,333 | -51 | -1.5% | -$6,094 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $39.82万 | 0.00% | 2,942 | -243 | -7.6% | -$3.29万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $39.61万 | 0.00% | 2,282 | -9,698 | -81.0% | -$168.35万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $39.60万 | 0.00% | 7,773 | 5,516 | 244.4% | $28.11万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $39.57万 | 0.00% | 5,642 | -1,886 | -25.1% | -$13.23万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $39.46万 | 0.00% | 1,115 | 484 | 76.7% | $17.13万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $39.42万 | 0.00% | 3,728 | 579 | 18.4% | $6.12万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $39.30万 | 0.00% | 8,773 | -3,562 | -28.9% | -$15.96万 | 减仓 |
| OSK | OSHKOSH CORP | $39.22万 | 0.00% | 2,663 | 349 | 15.1% | $5.14万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $39.17万 | 0.00% | 5,143 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $39.09万 | 0.00% | 4,013 | 4,013 | — | $39.09万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $39.03万 | 0.00% | 6,913 | 1,805 | 35.3% | $10.19万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.99万 | 0.00% | 2,675 | 107 | 4.2% | $1.56万 | 加仓 |
| SNOW | SNOWFLAKE INC | $38.81万 | 0.00% | 2,573 | 914 | 55.1% | $13.79万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $38.71万 | 0.00% | 53,167 | -18,736 | -26.1% | -$13.64万 | 减仓 |
| TWLO | TWILIO INC | $38.64万 | 0.00% | 3,071 | 3,071 | — | $38.64万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $38.63万 | 0.00% | 8,979 | -66 | -0.7% | -$2,840 | 减仓 |
| — | CION INVT CORP | $38.61万 | 0.00% | 56,447 | 1,723 | 3.1% | $1.18万 | 加仓 |
| TRGP | TARGA RES CORP | $38.54万 | 0.00% | 1,537 | 191 | 14.2% | $4.79万 | 加仓 |
| — | ELECTRONIC ARTS INC | $38.49万 | 0.00% | 1,888 | 6 | 0.3% | $1,223 | 加仓 |
| — | TIDAL TRUST I | $38.48万 | 0.00% | 14,422 | -810 | -5.3% | -$2.16万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $38.45万 | 0.00% | 10,664 | 543 | 5.4% | $1.96万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.35万 | 0.00% | 20,260 | 20,260 | — | $38.35万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.34万 | 0.00% | 11,177 | -7 | -0.1% | -$240 | 减仓 |
| CR | CRANE COMPANY | $38.31万 | 0.00% | 2,240 | -1,007 | -31.0% | -$17.22万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $38.29万 | 0.00% | 3,756 | 3,756 | — | $38.29万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $38.13万 | 0.00% | 2,120 | -658 | -23.7% | -$11.83万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $38.03万 | 0.00% | 5,488 | -29,929 | -84.5% | -$207.40万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $37.88万 | 0.00% | 1,420 | -133 | -8.6% | -$3.55万 | 减仓 |
| ALLE | ALLEGION PLC | $37.88万 | 0.00% | 2,607 | -23 | -0.9% | -$3,342 | 减仓 |
| ALB | ALBEMARLE CORP | $37.85万 | 0.00% | 2,108 | 402 | 23.6% | $7.22万 | 加仓 |
| REM | ISHARES TR | $37.84万 | 0.00% | 17,627 | -5,895 | -25.1% | -$12.66万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $37.78万 | 0.00% | 4,346 | 1,039 | 31.4% | $9.03万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $37.64万 | 0.00% | 6,128 | 628 | 11.4% | $3.86万 | 加仓 |
| PSN | PARSONS CORP DEL | $37.54万 | 0.00% | 6,930 | -388 | -5.3% | -$2.10万 | 减仓 |
| MP | MP MATERIALS CORP | $37.42万 | 0.00% | 7,753 | -548 | -6.6% | -$2.64万 | 减仓 |
| EUFN | ISHARES TR | $37.34万 | 0.00% | 10,715 | 112 | 1.1% | $3,903 | 加仓 |
| VG | VENTURE GLOBAL INC | $37.33万 | 0.00% | 23,687 | 23,687 | — | $37.33万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $37.30万 | 0.00% | 19,069 | 2,514 | 15.2% | $4.92万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $37.21万 | 0.00% | 7,722 | 7,722 | — | $37.21万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $37.16万 | 0.00% | 4,762 | 769 | 19.3% | $6.00万 | 重新持有 |
| QUS | SPDR SERIES TRUST | $36.94万 | 0.00% | 2,152 | 512 | 31.2% | $8.79万 | 加仓 |
| IYF | ISHARES TR | $36.91万 | 0.00% | 3,137 | -36 | -1.1% | -$4,236 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $36.91万 | 0.00% | 30,604 | -56,743 | -65.0% | -$68.43万 | 减仓 |
| TILE | INTERFACE INC | $36.89万 | 0.00% | 14,802 | -137 | -0.9% | -$3,414 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $36.84万 | 0.00% | 7,319 | -111 | -1.5% | -$5,587 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $36.83万 | 0.00% | 18,486 | 12,201 | 194.1% | $24.30万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $36.80万 | 0.00% | 18,532 | 10,434 | 128.8% | $20.72万 | 加仓 |
| IONQ | IONQ INC | $36.73万 | 0.00% | 12,740 | 2,641 | 26.2% | $7.61万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $36.45万 | 0.00% | 759 | 759 | — | $36.45万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $36.37万 | 0.00% | 3,735 | -761 | -16.9% | -$7.41万 | 减仓 |
| OVL | LISTED FDS TR | $36.27万 | 0.00% | 7,211 | -2,490 | -25.7% | -$12.52万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $36.25万 | 0.00% | 16,138 | -139 | -0.9% | -$3,122 | 减仓 |
| CLOI | VANECK ETF TRUST | $36.12万 | 0.00% | 6,854 | -237,475 | -97.2% | -$1,251.39万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $36.05万 | 0.00% | 8,840 | -8,356 | -48.6% | -$34.07万 | 减仓 |
| LRN | STRIDE INC | $36.04万 | 0.00% | 4,088 | 2,548 | 165.5% | $22.47万 | 重新持有 |
| AZO | AUTOZONE INC | $35.97万 | 0.00% | 107 | 4 | 3.9% | $1.34万 | 加仓 |
| PCG | PG&E CORP | $35.93万 | 0.00% | 20,449 | 3,749 | 22.4% | $6.59万 | 加仓 |
| WSO | WATSCO INC | $35.89万 | 0.00% | 987 | 15 | 1.5% | $5,454 | 加仓 |
| ULTA | ULTA BEAUTY INC | $35.80万 | 0.00% | 685 | 91 | 15.3% | $4.76万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $35.79万 | 0.00% | 6,103 | 516 | 9.2% | $3.03万 | 加仓 |
| ALV | AUTOLIV INC | $35.74万 | 0.00% | 3,398 | 419 | 14.1% | $4.41万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $35.72万 | 0.00% | 6,175 | 668 | 12.1% | $3.86万 | 加仓 |
| ESGE | ISHARES INC | $35.70万 | 0.00% | 7,850 | 1,273 | 19.4% | $5.79万 | 加仓 |
| HYG | ISHARES TR | $35.68万 | 0.00% | 4,485 | -27,948 | -86.2% | -$222.36万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.68万 | 0.00% | 8,143 | -1,768 | -17.8% | -$7.75万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $35.68万 | 0.00% | 5,396 | 325 | 6.4% | $2.15万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $35.62万 | 0.00% | 9,030 | 7,644 | 551.5% | $30.15万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $35.53万 | 0.00% | 7,788 | 1,024 | 15.1% | $4.67万 | 加仓 |
| CNC | CENTENE CORP DEL | $35.44万 | 0.00% | 10,823 | 1,458 | 15.6% | $4.77万 | 加仓 |
| — | TIDAL TRUST I | $35.40万 | 0.00% | 17,162 | 466 | 2.8% | $9,613 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.21万 | 0.00% | 10,377 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $35.15万 | 0.00% | 28,099 | -1,648 | -5.5% | -$2.06万 | 减仓 |
| HL | HECLA MINING COMPANY | $35.09万 | 0.00% | 18,835 | 18,835 | — | $35.09万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $35.09万 | 0.00% | 2,340 | 612 | 35.4% | $9.18万 | 加仓 |
| SUSC | ISHARES TR | $35.06万 | 0.00% | 15,152 | -3,344 | -18.1% | -$7.74万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $34.99万 | 0.00% | 8,350 | 413 | 5.2% | $1.73万 | 加仓 |
| XOP | SPDR SERIES TRUST | $34.91万 | 0.00% | 1,920 | -229 | -10.7% | -$4.16万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $34.86万 | 0.00% | 2,786 | -15,366 | -84.7% | -$192.27万 | 减仓 |