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 |
|---|---|---|---|---|---|---|---|---|
| CWST | CASELLA WASTE SYS INC | $24.40万 | 0.00% | 3,075 | 554 | 22.0% | $4.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.34万 | 0.00% | 13,001 | 13,001 | — | $24.34万 | 新建仓 |
| QLTA | ISHARES TR | $24.33万 | 0.00% | 5,112 | -60,082 | -92.2% | -$285.91万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $24.22万 | 0.00% | 4,844 | 1,651 | 51.7% | $8.25万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $24.20万 | 0.00% | 1,048 | 165 | 18.7% | $3.81万 | 加仓 |
| IQDG | WISDOMTREE TR | $24.16万 | 0.00% | 6,019 | -1,227 | -16.9% | -$4.93万 | 减仓 |
| VICI | VICI PPTYS INC | $24.13万 | 0.00% | 8,833 | 1,095 | 14.2% | $2.99万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $24.13万 | 0.00% | 5,861 | 543 | 10.2% | $2.24万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $24.10万 | 0.00% | 9,240 | 9,240 | — | $24.10万 | 新建仓 |
| BMI | BADGER METER INC | $24.06万 | 0.00% | 1,579 | 377 | 31.4% | $5.74万 | 加仓 |
| B | BARRICK MNG CORP | $24.05万 | 0.00% | 5,897 | -730 | -11.0% | -$2.98万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $24.03万 | 0.00% | 7,176 | 1,549 | 27.5% | $5.19万 | 加仓 |
| — | TOPBUILD COR | $24.01万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $24.01万 | 0.00% | 3,115 | 320 | 11.4% | $2.47万 | 加仓 |
| RBA | RB GLOBAL INC | $23.96万 | 0.00% | 2,497 | 126 | 5.3% | $1.21万 | 加仓 |
| NTRS | NORTHERN TR CORP | $23.81万 | 0.00% | 1,705 | 1,705 | — | $23.81万 | 新建仓 |
| BAX | BAXTER INTL INC | $23.79万 | 0.00% | 14,160 | 14,160 | — | $23.79万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $23.73万 | 0.00% | 4,654 | 3,228 | 226.4% | $16.46万 | 加仓 |
| — | AVANOS MED INC | $23.71万 | 0.00% | 16,924 | 2,063 | 13.9% | $2.89万 | 加仓 |
| ITT | ITT INC | $23.70万 | 0.00% | 1,244 | 120 | 10.7% | $2.29万 | 重新持有 |
| FOXA | FOX CORP | $23.70万 | 0.00% | 4,058 | 355 | 9.6% | $2.07万 | 加仓 |
| — | RHINEBECK BANCORP INC | $23.42万 | 0.00% | 15,188 | 2,162 | 16.6% | $3.33万 | 加仓 |
| COKE | COCA COLA CONS INC | $23.37万 | 0.00% | 1,219 | 1,219 | — | $23.37万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.36万 | 0.00% | 8,154 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $23.28万 | 0.00% | 45,031 | 7,571 | 20.2% | $3.91万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $23.18万 | 0.00% | 4,695 | 362 | 8.4% | $1.79万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $23.18万 | 0.00% | 19,477 | 19,477 | — | $23.18万 | 新建仓 |
| XYLD | GLOBAL X FDS | $23.18万 | 0.00% | 5,923 | -5,591 | -48.6% | -$21.88万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $23.13万 | 0.00% | 14,374 | 14,374 | — | $23.13万 | 新建仓 |
| BOX | BOX INC | $23.08万 | 0.00% | 9,765 | 2,189 | 28.9% | $5.17万 | 加仓 |
| REG | REGENCY CTRS CORP | $22.99万 | 0.00% | 3,039 | 3,039 | — | $22.99万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.94万 | 0.00% | 10,696 | 10,696 | — | $22.94万 | 新建仓 |
| IMO | IMPERIAL OIL LTD | $22.90万 | 0.00% | 1,751 | 1,751 | — | $22.90万 | 新建仓 |
| TQQQ | PROSHARES TR | $22.89万 | 0.00% | 5,492 | -5,258 | -48.9% | -$21.92万 | 减仓 |
| WY | WEYERHAEUSER CO | $22.85万 | 0.00% | 9,354 | 9,354 | — | $22.85万 | 新建仓 |
| CPAY | CORPAY INC | $22.83万 | 0.00% | 785 | 26 | 3.4% | $7,561 | 加仓 |
| EL | LAUDER ESTEE COS INC | $22.76万 | 0.00% | 3,171 | -35,208 | -91.7% | -$252.71万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $22.73万 | 0.00% | 5,833 | -36 | -0.6% | -$1,403 | 减仓 |
| PBF | PBF ENERGY INC | $22.69万 | 0.00% | 4,765 | 4,765 | — | $22.69万 | 新建仓 |
| IYC | ISHARES TR | $22.69万 | 0.00% | 2,341 | -230 | -8.9% | -$2.23万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $22.67万 | 0.00% | 6,797 | 27 | 0.4% | $900 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $22.59万 | 0.00% | 5,139 | -10 | -0.2% | -$440 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $22.54万 | 0.00% | 1,259 | -600 | -32.3% | -$10.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.50万 | 0.00% | 8,216 | 150 | 1.9% | $4,109 | 加仓 |
| DOX | AMDOCS LTD | $22.47万 | 0.00% | 3,443 | 3,443 | — | $22.47万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $22.40万 | 0.00% | 1,379 | -2,530 | -64.7% | -$41.10万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $22.40万 | 0.00% | 1,568 | -68 | -4.2% | -$9,712 | 减仓 |
| MAGS | LISTED FDS TR | $22.36万 | 0.00% | 3,859 | 1,298 | 50.7% | $7.52万 | 加仓 |
| CAIE | CALAMOS ETF TR | $22.27万 | 0.00% | 8,858 | 8,858 | — | $22.27万 | 新建仓 |
| — | ADVISORSHARES TR | $22.22万 | 0.00% | 4,604 | 17 | 0.4% | $820 | 加仓 |
| VLTO | VERALTO CORP | $22.20万 | 0.00% | 2,510 | -1,992 | -44.2% | -$17.62万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $22.16万 | 0.00% | 2,801 | -120 | -4.1% | -$9,495 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $22.15万 | 0.00% | 6,527 | 783 | 13.6% | $2.66万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $22.13万 | 0.00% | 2,964 | 871 | 41.6% | $6.50万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $22.12万 | 0.00% | 7,697 | -363 | -4.5% | -$1.04万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $22.07万 | 0.00% | 2,333 | -269 | -10.3% | -$2.54万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $21.98万 | 0.00% | 14,759 | -579 | -3.8% | -$8,621 | 减仓 |
| NTNX | NUTANIX INC | $21.92万 | 0.00% | 5,766 | 5,766 | — | $21.92万 | 新建仓 |
| DUOL | DUOLINGO INC | $21.91万 | 0.00% | 2,223 | 2,223 | — | $21.91万 | 新建仓 |
| CE | CELANESE CORP DEL | $21.84万 | 0.00% | 3,321 | 3,321 | — | $21.84万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $21.81万 | 0.00% | 4,245 | 4,245 | — | $21.81万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $21.78万 | 0.00% | 1,057 | 115 | 12.2% | $2.37万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $21.78万 | 0.00% | 4,659 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $21.77万 | 0.00% | 6,466 | 151 | 2.4% | $5,084 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $21.75万 | 0.00% | 1,261 | -219 | -14.8% | -$3.78万 | 减仓 |
| IDCC | INTERDIGITAL INC | $21.74万 | 0.00% | 720 | -15 | -2.0% | -$4,529 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $21.72万 | 0.00% | 19,343 | 1,338 | 7.4% | $1.50万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $21.53万 | 0.00% | 2,326 | 2,326 | — | $21.53万 | 新建仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $21.53万 | 0.00% | 7,921 | 7,921 | — | $21.53万 | 新建仓 |
| IHI | ISHARES TR | $21.53万 | 0.00% | 4,036 | -515 | -11.3% | -$2.75万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $21.52万 | 0.00% | 2,306 | 2,306 | — | $21.52万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.50万 | 0.00% | 2,294 | -574 | -20.0% | -$5.38万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $21.46万 | 0.00% | 2,705 | 2,705 | — | $21.46万 | 新建仓 |
| IT | GARTNER INC | $21.23万 | 0.00% | 1,341 | 260 | 24.1% | $4.12万 | 加仓 |
| EXP | EAGLE MATLS INC | $21.23万 | 0.00% | 1,120 | 68 | 6.5% | $1.29万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $21.21万 | 0.00% | 3,335 | 3,335 | — | $21.21万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.15万 | 0.00% | 7,198 | 900 | 14.3% | $2.64万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.08万 | 0.00% | 6,952 | 708 | 11.3% | $2.15万 | 加仓 |
| BITO | PROSHARES TR | $20.97万 | 0.00% | 22,522 | 11,533 | 105.0% | $10.74万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $20.87万 | 0.00% | 7,380 | -844 | -10.3% | -$2.39万 | 减仓 |
| HUBB | HUBBELL INC | $20.85万 | 0.00% | 425 | 425 | — | $20.85万 | 新建仓 |
| SSO | PROSHARES TR | $20.75万 | 0.00% | 3,999 | -213 | -5.1% | -$1.11万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $20.73万 | 0.00% | 1,617 | 1,617 | — | $20.73万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.68万 | 0.00% | 4,814 | 22 | 0.5% | $945 | 加仓 |
| NDSN | NORDSON CORP | $20.67万 | 0.00% | 777 | 777 | — | $20.67万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.65万 | 0.00% | 727 | 727 | — | $20.65万 | 新建仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $20.61万 | 0.00% | 7,707 | -493,804 | -98.5% | -$1,320.74万 | 减仓 |
| HQY | HEALTHEQUITY INC | $20.55万 | 0.00% | 2,459 | 63 | 2.6% | $5,265 | 加仓 |
| CVNA | CARVANA CO | $20.52万 | 0.00% | 653 | 653 | — | $20.52万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $20.51万 | 0.00% | 2,123 | -497 | -19.0% | -$4.80万 | 减仓 |
| MKL | MARKEL GROUP INC | $20.48万 | 0.00% | 107 | 8 | 8.1% | $1.53万 | 加仓 |
| HRL | HORMEL FOODS CORP | $20.48万 | 0.00% | 9,042 | -2,101 | -18.9% | -$4.76万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $20.44万 | 0.00% | 15,137 | 15,137 | — | $20.44万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.40万 | 0.00% | 6,073 | 257 | 4.4% | $8,633 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.39万 | 0.00% | 4,505 | -13 | -0.3% | -$588 | 减仓 |
| VLUE | ISHARES TR | $20.27万 | 0.00% | 1,425 | -66 | -4.4% | -$9,388 | 减仓 |
| — | STRATEGY SHS | $20.21万 | 0.00% | 6,862 | 6,862 | — | $20.21万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $20.16万 | 0.00% | 8,492 | 203 | 2.4% | $4,819 | 加仓 |
| AGNC | AGNC INVT CORP | $20.14万 | 0.00% | 20,076 | -279 | -1.4% | -$2,798 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $20.12万 | 0.00% | 7,157 | 1,005 | 16.3% | $2.83万 | 重新持有 |