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 |
|---|---|---|---|---|---|---|---|---|
| DSI | ISHARES TR | $28.87万 | 0.00% | 2,382 | -746 | -23.8% | -$9.04万 | 减仓 |
| HOPE | HOPE BANCORP INC | $28.77万 | 0.00% | 25,758 | 3,149 | 13.9% | $3.52万 | 加仓 |
| CDE | COEUR MNG INC | $28.74万 | 0.00% | 15,312 | -90,903 | -85.6% | -$170.62万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.74万 | 0.00% | 7,711 | 369 | 5.0% | $1.38万 | 加仓 |
| XSOE | WISDOMTREE TR | $28.70万 | 0.00% | 7,157 | -1,527 | -17.6% | -$6.12万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $28.62万 | 0.00% | 1,142 | 1,142 | — | $28.62万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $28.58万 | 0.00% | 10,855 | -18,326 | -62.8% | -$48.25万 | 减仓 |
| EMN | EASTMAN CHEM CO | $28.47万 | 0.00% | 3,731 | 62 | 1.7% | $4,731 | 加仓 |
| OII | OCEANEERING INTL INC | $28.40万 | 0.00% | 8,008 | 8,008 | — | $28.40万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $28.37万 | 0.00% | 4,305 | 909 | 26.8% | $5.99万 | 加仓 |
| NOBL | PROSHARES TR | $28.36万 | 0.00% | 2,676 | -533 | -16.6% | -$5.65万 | 减仓 |
| NTAP | NETAPP INC | $28.34万 | 0.00% | 2,768 | 2,768 | — | $28.34万 | 新建仓 |
| NE | NOBLE CORP PLC | $28.32万 | 0.00% | 5,772 | -2,486 | -30.1% | -$12.20万 | 重新持有 |
| DDOG | DATADOG INC | $28.13万 | 0.00% | 2,383 | 2,383 | — | $28.13万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $28.05万 | 0.00% | 6,570 | 743 | 12.8% | $3.17万 | 加仓 |
| HAS | HASBRO INC | $28.03万 | 0.00% | 2,994 | 2,994 | — | $28.03万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $27.95万 | 0.00% | 6,023 | 1,036 | 20.8% | $4.81万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $27.93万 | 0.00% | 1,767 | -157 | -8.2% | -$2.48万 | 减仓 |
| ICF | ISHARES TR | $27.88万 | 0.00% | 4,505 | -363 | -7.5% | -$2.25万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $27.81万 | 0.00% | 4,144 | -1,094 | -20.9% | -$7.34万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $27.73万 | 0.00% | 4,005 | -666 | -14.3% | -$4.61万 | 重新持有 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $27.70万 | 0.00% | 4,902 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION AND CONTROL | $27.69万 | 0.00% | 5,650 | 5,650 | — | $27.69万 | 新建仓 |
| BJAN | INNOVATOR ETFS TRUST | $27.68万 | 0.00% | 5,190 | 3,346 | 181.5% | $17.84万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $27.64万 | 0.00% | 13,238 | 486 | 3.8% | $1.01万 | 加仓 |
| EPS | WISDOMTREE TR | $27.60万 | 0.00% | 4,052 | -4,868 | -54.6% | -$33.16万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $27.54万 | 0.00% | 7,591 | 238 | 3.2% | $8,633 | 加仓 |
| — | SPDR SERIES TRUST | $27.53万 | 0.00% | 983 | 424 | 75.8% | $11.88万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $27.53万 | 0.00% | 4,038 | 595 | 17.3% | $4.06万 | 加仓 |
| GRMN | GARMIN LTD | $27.53万 | 0.00% | 1,187 | 149 | 14.4% | $3.46万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.44万 | 0.00% | 1,688 | 273 | 19.3% | $4.44万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $27.43万 | 0.00% | 8,793 | 65 | 0.7% | $2,027 | 加仓 |
| MSCI | MSCI INC | $27.40万 | 0.00% | 508 | -1,488 | -74.5% | -$80.26万 | 减仓 |
| IGIB | ISHARES TR | $27.35万 | 0.00% | 5,139 | -398 | -7.2% | -$2.12万 | 减仓 |
| WAT | WATERS CORP | $27.31万 | 0.00% | 917 | 917 | — | $27.31万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $27.27万 | 0.00% | 4,371 | 4,371 | — | $27.27万 | 新建仓 |
| ICOW | PACER FDS TR | $27.25万 | 0.00% | 6,420 | 4,410 | 219.4% | $18.72万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $27.23万 | 0.00% | 3,985 | 520 | 15.0% | $3.55万 | 加仓 |
| IR | INGERSOLL RAND INC | $27.16万 | 0.00% | 3,390 | 483 | 16.6% | $3.87万 | 加仓 |
| RY | ROYAL BK CDA | $27.14万 | 0.00% | 1,678 | 108 | 6.9% | $1.75万 | 加仓 |
| CART | MAPLEBEAR INC | $27.11万 | 0.00% | 7,238 | 7,238 | — | $27.11万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $27.11万 | 0.00% | 12,637 | 1,683 | 15.4% | $3.61万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $26.99万 | 0.00% | 6,469 | 273 | 4.4% | $1.14万 | 加仓 |
| ROL | ROLLINS INC | $26.99万 | 0.00% | 5,053 | 284 | 6.0% | $1.52万 | 加仓 |
| CG | CARLYLE GROUP INC | $26.98万 | 0.00% | 5,576 | 5,576 | — | $26.98万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.96万 | 0.00% | 3,740 | 1,633 | 77.5% | $11.77万 | 加仓 |
| STE | STERIS PLC | $26.96万 | 0.00% | 1,219 | -2,877 | -70.2% | -$63.62万 | 减仓 |
| — | ISHARES ETHEREUM TR | $26.96万 | 0.00% | 17,029 | -4,107 | -19.4% | -$6.50万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $26.94万 | 0.00% | 5,667 | -886 | -13.5% | -$4.21万 | 减仓 |
| LII | LENNOX INTL INC | $26.87万 | 0.00% | 579 | 6 | 1.0% | $2,784 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $26.82万 | 0.00% | 6,526 | 1,178 | 22.0% | $4.84万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $26.80万 | 0.00% | 3,561 | -572 | -13.8% | -$4.30万 | 减仓 |
| ACWI | ISHARES TR | $26.72万 | 0.00% | 1,931 | 824 | 74.4% | $11.40万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $26.61万 | 0.00% | 9,881 | 698 | 7.6% | $1.88万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $26.55万 | 0.00% | 6,549 | 2,025 | 44.8% | $8.21万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $26.49万 | 0.00% | 6,067 | 67 | 1.1% | $2,925 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $26.47万 | 0.00% | 650 | -360 | -35.6% | -$14.66万 | 减仓 |
| LPG | DORIAN LPG LTD | $26.45万 | 0.00% | 7,733 | -4,108 | -34.7% | -$14.05万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $26.39万 | 0.00% | 1,464 | 154 | 11.8% | $2.78万 | 加仓 |
| EXEL | EXELIXIS INC | $26.28万 | 0.00% | 6,128 | 408 | 7.1% | $1.75万 | 加仓 |
| TECB | ISHARES TR | $26.24万 | 0.00% | 4,729 | 235 | 5.2% | $1.30万 | 加仓 |
| SONY | SONY GROUP CORP | $26.16万 | 0.00% | 12,636 | -729 | -5.5% | -$1.51万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $26.12万 | 0.00% | 6,204 | 6,204 | — | $26.12万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $26.05万 | 0.00% | 10,806 | -177 | -1.6% | -$4,267 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.01万 | 0.00% | 1,281 | -110 | -7.9% | -$2.23万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $25.92万 | 0.00% | 8,230 | 2,298 | 38.7% | $7.24万 | 加仓 |
| — | CHART INDS INC | $25.90万 | 0.00% | 1,253 | -461 | -26.9% | -$9.53万 | 重新持有 |
| SMR | NUSCALE PWR CORP | $25.90万 | 0.00% | 23,891 | -93,179 | -79.6% | -$101.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.84万 | 0.00% | 12,294 | 12,294 | — | $25.84万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $25.76万 | 0.00% | 2,767 | -527 | -16.0% | -$4.91万 | 减仓 |
| EXPO | EXPONENT INC | $25.74万 | 0.00% | 3,943 | 508 | 14.8% | $3.32万 | 加仓 |
| — | ENVIRI CORP | $25.73万 | 0.00% | 13,116 | 13,116 | — | $25.73万 | 新建仓 |
| NTR | NUTRIEN LTD | $25.71万 | 0.00% | 3,407 | -322 | -8.6% | -$2.43万 | 减仓 |
| GH | GUARDANT HEALTH INC | $25.69万 | 0.00% | 2,781 | 2,781 | — | $25.69万 | 新建仓 |
| BOH | BANK HAWAII CORP | $25.68万 | 0.00% | 3,458 | 80 | 2.4% | $5,940 | 加仓 |
| GNRC | GENERAC HLDGS INC | $25.61万 | 0.00% | 1,311 | 1,311 | — | $25.61万 | 新建仓 |
| SITM | SITIME CORP | $25.52万 | 0.00% | 739 | 739 | — | $25.52万 | 新建仓 |
| QYLD | GLOBAL X FDS | $25.49万 | 0.00% | 14,863 | -29,505 | -66.5% | -$50.60万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $25.40万 | 0.00% | 524 | -47 | -8.2% | -$2.28万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $25.39万 | 0.00% | 6,129 | 781 | 14.6% | $3.24万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $25.37万 | 0.00% | 1,386 | 522 | 60.4% | $9.56万 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $25.32万 | 0.00% | 4,734 | -217 | -4.4% | -$1.16万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $25.24万 | 0.00% | 2,867 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $25.13万 | 0.00% | 8,611 | -8,262 | -49.0% | -$24.11万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.08万 | 0.00% | 6,550 | 173 | 2.7% | $6,625 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $25.00万 | 0.00% | 56,556 | 13,443 | 31.2% | $5.94万 | 加仓 |
| PPG | PPG INDS INC | $25.00万 | 0.00% | 2,338 | 2,338 | — | $25.00万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $24.98万 | 0.00% | 9,687 | 9,687 | — | $24.98万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $24.94万 | 0.00% | 14,053 | 14,053 | — | $24.94万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.89万 | 0.00% | 9,235 | -280 | -2.9% | -$7,545 | 减仓 |
| FLO | FLOWERS FOODS INC | $24.85万 | 0.00% | 30,496 | 12,399 | 68.5% | $10.11万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.82万 | 0.00% | 10,606 | 967 | 10.0% | $2.26万 | 加仓 |
| TXNM | TXNM ENERGY INC | $24.78万 | 0.00% | 4,239 | -4,288 | -50.3% | -$25.07万 | 减仓 |
| HUBS | HUBSPOT INC | $24.78万 | 0.00% | 1,015 | -1,408 | -58.1% | -$34.37万 | 减仓 |
| BWFG | BANKWELL FINL GROUP INC | $24.78万 | 0.00% | 5,106 | 714 | 16.3% | $3.46万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $24.57万 | 0.00% | 7,051 | 265 | 3.9% | $9,235 | 加仓 |
| FLTR | VANECK ETF TRUST | $24.57万 | 0.00% | 9,642 | -418 | -4.2% | -$1.07万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $24.52万 | 0.00% | 8,546 | 1,164 | 15.8% | $3.34万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $24.47万 | 0.00% | 6,142 | -363,510 | -98.3% | -$1,448.45万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $24.41万 | 0.00% | 2,889 | 743 | 34.6% | $6.28万 | 加仓 |