AE Wealth Management LLC
TOPEKA KS · SEC CIK 0001697723
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HUBS | HUBSPOT INC | $20.88万 | 0.00% | 1,144 | 129 | 12.7% | $2.35万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $20.88万 | 0.00% | 4,019 | -226 | -5.3% | -$1.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.83万 | 0.00% | 7,062 | 1,712 | 32.0% | $5.05万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $20.69万 | 0.00% | 4,565 | -2 | -0.0% | -$91 | 减仓 |
| NTR | NUTRIEN LTD | $20.62万 | 0.00% | 3,276 | -131 | -3.8% | -$8,247 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.59万 | 0.00% | 4,020 | 448 | 12.5% | $2.30万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $20.58万 | 0.00% | 31,815 | 3,898 | 14.0% | $2.52万 | 加仓 |
| HUT | HUT 8 CORP | $20.56万 | 0.00% | 1,781 | 1,781 | — | $20.56万 | 新建仓 |
| IBDS | ISHARES TR | $20.56万 | 0.00% | 8,488 | 4,343 | 104.8% | $10.52万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $20.55万 | 0.00% | 3,517 | 3,517 | — | $20.55万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.49万 | 0.00% | 4,018 | -636 | -13.7% | -$3.24万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $20.46万 | 0.00% | 7,925 | 3,471 | 77.9% | $8.96万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.46万 | 0.00% | 4,605 | -209 | -4.3% | -$9,286 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $20.39万 | 0.00% | 5,138 | 1,693 | 49.1% | $6.72万 | 加仓 |
| DES | WISDOMTREE TR | $20.38万 | 0.00% | 5,010 | 1,424 | 39.7% | $5.79万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $20.37万 | 0.00% | 6,972 | -725 | -9.4% | -$2.12万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $20.33万 | 0.00% | 3,527 | 115 | 3.4% | $6,627 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $20.29万 | 0.00% | 3,840 | 3,840 | — | $20.29万 | 新建仓 |
| SAFE | SAFEHOLD INC | $20.29万 | 0.00% | 12,925 | 12,925 | — | $20.29万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $20.27万 | 0.00% | 4,675 | 4,660 | 31,066.7% | $20.21万 | 加仓 |
| — | ISHARES ETHEREUM TR | $20.27万 | 0.00% | 17,044 | 15 | 0.1% | $178 | 加仓 |
| TXNM | TXNM ENERGY INC | $20.24万 | 0.00% | 3,564 | -675 | -15.9% | -$3.83万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.09万 | 0.00% | 1,458 | -309 | -17.5% | -$4.26万 | 减仓 |
| — | ELEVATION SERIES TRUST | $20.08万 | 0.00% | 3,112 | -1,421 | -31.3% | -$9.17万 | 减仓 |
| SNEX | STONEX GROUP INC | $20.03万 | 0.00% | 1,690 | 1,690 | — | $20.03万 | 新建仓 |
| IHI | ISHARES TR | $19.99万 | 0.00% | 4,046 | 10 | 0.2% | $494 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $19.96万 | 0.00% | 5,165 | -236 | -4.4% | -$9,121 | 减仓 |
| IBDT | ISHARES TR | $19.89万 | 0.00% | 7,876 | 4,458 | 130.4% | $11.26万 | 加仓 |
| IGIB | ISHARES TR | $19.80万 | 0.00% | 3,724 | -1,415 | -27.5% | -$7.52万 | 减仓 |
| DMXF | ISHARES TR | $19.63万 | 0.00% | 2,321 | 883 | 61.4% | $7.47万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $19.56万 | 0.00% | 3,117 | -1,573 | -33.5% | -$9.87万 | 减仓 |
| LRGF | ISHARES TR | $19.54万 | 0.00% | 2,584 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $19.35万 | 0.00% | 1,518 | -1,619 | -51.6% | -$20.64万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $19.16万 | 0.00% | 17,978 | 2,841 | 18.8% | $3.03万 | 加仓 |
| BULL | WEBULL CORP | $19.16万 | 0.00% | 29,388 | 2,802 | 10.5% | $1.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $18.95万 | 0.00% | 7,011 | 307 | 4.6% | $8,298 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $18.95万 | 0.00% | 6,785 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $18.93万 | 0.00% | 2,945 | -914 | -23.7% | -$5.88万 | 减仓 |
| ARKQ | ARK ETF TR | $18.91万 | 0.00% | 1,430 | 130 | 10.0% | $1.72万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $18.90万 | 0.00% | 3,023 | -10,719 | -78.0% | -$67.02万 | 减仓 |
| XYLD | GLOBAL X FDS | $18.87万 | 0.00% | 4,626 | -1,297 | -21.9% | -$5.29万 | 减仓 |
| ICLN | ISHARES TR | $18.86万 | 0.00% | 9,204 | 3,352 | 57.3% | $6.87万 | 加仓 |
| EES | WISDOMTREE TR | $18.86万 | 0.00% | 2,782 | 508 | 22.3% | $3.44万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $18.78万 | 0.00% | 12,700 | -600 | -4.5% | -$8,870 | 减仓 |
| FMC | FMC CORP | $18.66万 | 0.00% | 16,222 | -278,111 | -94.5% | -$319.83万 | 减仓 |
| — | TWO RDS SHARED TR | $18.53万 | 0.00% | 17,232 | 7,152 | 71.0% | $7.69万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $18.46万 | 0.00% | 3,644 | -1,200 | -24.8% | -$6.08万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $18.34万 | 0.00% | 2,565 | 584 | 29.5% | $4.18万 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $18.31万 | 0.00% | 14,754 | 3,035 | 25.9% | $3.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $18.25万 | 0.00% | 5,373 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $18.24万 | 0.00% | 17,502 | -1,975 | -10.1% | -$2.06万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $18.19万 | 0.00% | 57,389 | 4,902 | 9.3% | $1.55万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $18.17万 | 0.00% | 963 | 963 | — | $18.17万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $18.14万 | 0.00% | 19,317 | 497 | 2.6% | $4,667 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $18.10万 | 0.00% | 4,874 | -39 | -0.8% | -$1,448 | 减仓 |
| AHRT | AH RLTY TR INC | $17.98万 | 0.00% | 25,388 | 2,062 | 8.8% | $1.46万 | 加仓 |
| BITO | PROSHARES TR | $17.54万 | 0.00% | 21,985 | -537 | -2.4% | -$4,285 | 减仓 |
| GDE | WISDOMTREE TR | $17.51万 | 0.00% | 2,867 | 962 | 50.5% | $5.88万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $17.34万 | 0.00% | 6,571 | 407 | 6.6% | $1.07万 | 加仓 |
| IETC | ISHARES U S ETF TR | $17.27万 | 0.00% | 1,609 | -14 | -0.9% | -$1,503 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $17.24万 | 0.00% | 1,281 | -23 | -1.8% | -$3,095 | 减仓 |
| IBHH | ISHARES TR | $17.16万 | 0.00% | 7,304 | -385 | -5.0% | -$9,048 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $17.16万 | 0.00% | 3,411 | 224 | 7.0% | $1.13万 | 加仓 |
| AEG | AEGON LTD | $17.12万 | 0.00% | 20,284 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $17.04万 | 0.00% | 13,351 | 4,002 | 42.8% | $5.11万 | 重新持有 |
| UAA | UNDER ARMOUR INC | $16.93万 | 0.00% | 26,497 | -602 | -2.2% | -$3,847 | 减仓 |
| IWL | ISHARES TR | $16.88万 | 0.00% | 913 | 669 | 274.2% | $12.37万 | 加仓 |
| DBEF | DBX ETF TR | $16.84万 | 0.00% | 3,083 | 183 | 6.3% | $9,996 | 加仓 |
| — | INNOVATOR ETFS TRUST | $16.83万 | 0.00% | 5,931 | 953 | 19.1% | $2.70万 | 加仓 |
| IGF | ISHARES TR | $16.72万 | 0.00% | 2,510 | 125 | 5.2% | $8,328 | 加仓 |
| IMTM | ISHARES TR | $16.67万 | 0.00% | 3,126 | 499 | 19.0% | $2.66万 | 加仓 |
| WTAI | WISDOMTREE TR | $16.42万 | 0.00% | 3,460 | 792 | 29.7% | $3.76万 | 加仓 |
| CLOI | VANECK ETF TRUST | $16.27万 | 0.00% | 3,072 | -3,782 | -55.2% | -$20.03万 | 减仓 |
| HBTA | HORIZON FDS | $16.20万 | 0.00% | 4,956 | 4,956 | — | $16.20万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $16.17万 | 0.00% | 5,206 | 138 | 2.7% | $4,288 | 加仓 |
| OUSA | ALPS ETF TR | $16.15万 | 0.00% | 2,769 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $16.13万 | 0.00% | 11,057 | 11,057 | — | $16.13万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $16.05万 | 0.00% | 1,946 | 1,671 | 607.6% | $13.78万 | 加仓 |
| — | RESOURCES CONNECTION INC | $16.04万 | 0.00% | 37,745 | 2,163 | 6.1% | $9,193 | 加仓 |
| PFFD | GLOBAL X FDS | $15.96万 | 0.00% | 8,539 | 2,770 | 48.0% | $5.18万 | 加仓 |
| VTRS | VIATRIS INC | $15.95万 | 0.00% | 10,042 | -2,803 | -21.8% | -$4.45万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $15.92万 | 0.00% | 10,560 | 10,560 | — | $15.92万 | 新建仓 |
| UA | UNDER ARMOUR INC | $15.85万 | 0.00% | 25,483 | -942 | -3.6% | -$5,859 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $15.85万 | 0.00% | 4,995 | -1,210 | -19.5% | -$3.84万 | 减仓 |
| IXC | ISHARES TR | $15.75万 | 0.00% | 3,206 | -6,751 | -67.8% | -$33.16万 | 减仓 |
| RUN | SUNRUN INC | $15.73万 | 0.00% | 11,754 | 11,754 | — | $15.73万 | 新建仓 |
| NULV | NUSHARES ETF TR | $15.72万 | 0.00% | 3,145 | -132 | -4.0% | -$6,599 | 减仓 |
| — | INNOVATOR ETFS TRUST | $15.67万 | 0.00% | 5,522 | -6,686 | -54.8% | -$18.97万 | 减仓 |
| — | ARES COML REAL ESTATE CORP | $15.67万 | 0.00% | 34,811 | 3,849 | 12.4% | $1.73万 | 加仓 |
| — | SEVEN HILLS REALTY TRUST | $15.66万 | 0.00% | 18,578 | 1,146 | 6.6% | $9,661 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $15.64万 | 0.00% | 12,997 | -17,607 | -57.5% | -$21.18万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $15.55万 | 0.00% | 2,789 | 147 | 5.6% | $8,198 | 加仓 |
| XOP | SPDR SERIES TRUST | $15.52万 | 0.00% | 1,006 | -914 | -47.6% | -$14.10万 | 减仓 |
| DLS | WISDOMTREE TR | $15.49万 | 0.00% | 1,849 | -1,970 | -51.6% | -$16.50万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $15.38万 | 0.00% | 3,374 | 3,374 | — | $15.38万 | 新建仓 |
| IJS | ISHARES TR | $15.38万 | 0.00% | 1,125 | -25,992 | -95.9% | -$355.33万 | 减仓 |
| HLN | HALEON PLC | $15.28万 | 0.00% | 16,380 | -833 | -4.8% | -$7,772 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $15.22万 | 0.00% | 18,185 | 18,185 | — | $15.22万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $15.20万 | 0.00% | 6,714 | 2,414 | 56.1% | $5.47万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $15.13万 | 0.00% | 1,837 | 84 | 4.8% | $6,918 | 加仓 |