13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$214.55亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.6%
AAPL 3.5%
MSFT 2.4%
VNLA 2.0%
AMZN 1.9%
IVV 1.8%
SPYG 1.6%
GOOGL 1.6%
AVGO 1.4%
MU 1.4%

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
IJAN INNOVATOR ETFS TRUST $15.03万0.00%3,948 -484-10.9% -$1.84万 减仓
PWB INVESCO EXCHANGE TRADED FD T $14.94万0.00%887 00.0% — 不变
IDU ISHARES TR $14.93万0.00%1,302 -67,388-98.1% -$772.54万 减仓
SLYV SPDR SERIES TRUST $14.86万0.00%1,362 -971-41.6% -$10.59万 减仓
ACWI ISHARES TR $14.77万0.00%941 -990-51.3% -$15.54万 减仓
DTD WISDOMTREE TR $14.71万0.00%1,578 -9-0.6% -$839 减仓
IBDR ISHARES TR $14.66万0.00%6,050 310.5% $751 加仓
— EA SERIES TRUST $14.63万0.00%1,199 00.0% — 不变
VG VENTURE GLOBAL INC $14.63万0.00%13,143 -10,544-44.5% -$11.74万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $14.57万0.00%3,076 -40-1.3% -$1,895 减仓
BILS SPDR SERIES TRUST $14.54万0.00%1,463 -7,353-83.4% -$73.10万 减仓
RSPN INVESCO EXCHANGE TRADED FD T $14.54万0.00%2,272 30015.2% $1.92万 加仓
ROBT FIRST TR EXCHANGE TRADED FD $14.50万0.00%2,577 -92-3.4% -$5,177 减仓
QHY WISDOMTREE TR $14.49万0.00%3,163 54921.0% $2.51万 加仓
BUYW NORTHERN LTS FD TR IV $14.47万0.00%10,015 8108.8% $1.17万 加仓
VOD VODAFONE GROUP PLC $14.39万0.00%10,879 -1,944-15.2% -$2.57万 减仓
BBJP J P MORGAN EXCHANGE TRADED F $14.28万0.00%1,896 1468.3% $1.10万 加仓
COPX GLOBAL X FDS $14.27万0.00%1,853 1619.5% $1.24万 加仓
— FIRST TR EXCHANGE-TRADED FD $14.19万0.00%8,942 1762.0% $2,793 加仓
FOXA FOX CORP $14.18万0.00%2,718 -1,340-33.0% -$6.99万 减仓
VWOB VANGUARD WHITEHALL FDS $14.13万0.00%2,101 44927.2% $3.02万 加仓
FIVA FIDELITY COVINGTON TRUST $14.06万0.00%3,650 30.1% $116 加仓
— FIRST TR EXCHNG TRADED FD VI $13.99万0.00%3,421 1614.9% $6,582 加仓
ARKF ARK ETF TR $13.96万0.00%3,537 -1,469-29.3% -$5.80万 减仓
TSPA T ROWE PRICE EXCHANGE-TRADED $13.87万0.00%2,918 00.0% — 不变
INCM FRANKLIN TEMPLETON ETF TR $13.81万0.00%4,787 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $13.75万0.00%5,520 00.0% — 不变
BOXX EA SERIES TRUST $13.57万0.00%1,159 -245-17.5% -$2.87万 减仓
LOWV AB ACTIVE ETFS INC $13.53万0.00%1,699 -186-9.9% -$1.48万 减仓
— DOUBLELINE ETF TRUST $13.48万0.00%2,683 2,683— $13.48万 新建仓
DCRE DOUBLELINE ETF TRUST $13.44万0.00%2,595 2,5334,085.5% $13.12万 加仓
VIOO VANGUARD ADMIRAL FDS INC $13.32万0.00%968 33853.7% $4.65万 加仓
WTMF WISDOMTREE TR $13.24万0.00%3,240 1,04947.9% $4.29万 加仓
GNW GENWORTH FINL INC $13.19万0.00%13,929 -746-5.1% -$7,065 减仓
MLPX GLOBAL X FDS $13.04万0.00%1,770 57347.9% $4.22万 加仓
TAFI AB ACTIVE ETFS INC $12.98万0.00%5,147 4379.3% $1.10万 加仓
DIVB ISHARES TR $12.97万0.00%2,106 -6-0.3% -$370 减仓
— NOMURA ETF TR $12.89万0.00%5,068 4359.4% $1.11万 加仓
IMCG ISHARES TR $12.89万0.00%1,310 -17,273-93.0% -$169.90万 减仓
ICLO INVESCO ACTIVELY MANAGED EXC $12.89万0.00%5,038 -2,754-35.3% -$7.04万 减仓
VSDM VANGUARD MUN BD FDS $12.87万0.00%1,679 1419.2% $1.08万 加仓
— PGIM ETF TR $12.86万0.00%2,517 2159.3% $1.10万 加仓
ITB ISHARES TR $12.75万0.00%1,221 648113.1% $6.77万 加仓
BOTZ GLOBAL X FDS $12.73万0.00%3,355 2,918667.7% $11.07万 加仓
— INNOVATOR ETFS TRUST $12.68万0.00%4,617 -94,821-95.4% -$260.38万 减仓
PFLT PENNANTPARK FLOATING RATE CA $12.64万0.00%16,897 -5,649-25.1% -$4.23万 减仓
— INNOVATOR ETFS TRUST $12.56万0.00%2,984 -351-10.5% -$1.48万 减仓
PTLC PACER FDS TR $12.44万0.00%2,136 1,00088.0% $5.83万 加仓
— INNOVATOR ETFS TRUST $12.42万0.00%3,449 70.2% $252 加仓
— INNOVATOR ETFS TRUST $12.40万0.00%3,968 -21-0.5% -$656 减仓
DNP DNP SELECT INCOME FD INC $12.25万0.00%11,353 11,353— $12.25万 新建仓
WCMI FIRST TR EXCHANGE-TRADED FD $12.20万0.00%6,236 4,883360.9% $9.56万 加仓
KAPR INNOVATOR ETFS TRUST $12.15万0.00%3,054 -290-8.7% -$1.15万 减仓
DFGR DIMENSIONAL ETF TRUST $12.14万0.00%4,190 1,72970.3% $5.01万 加仓
— AIM ETF PRODUCTS TRUST $12.10万0.00%2,596 -1,656-38.9% -$7.72万 减仓
IXG ISHARES TR $12.08万0.00%970 -47-4.6% -$5,855 减仓
GDYN GRID DYNAMICS HLDGS INC $12.08万0.00%21,265 21,265— $12.08万 新建仓
XNTK SPDR SERIES TRUST $12.07万0.00%309 31.0% $1,172 加仓
PSFF PACER FDS TR $12.06万0.00%3,514 00.0% — 不变
PICK ISHARES INC $12.04万0.00%2,070 -108-5.0% -$6,280 减仓
EEMV ISHARES INC $12.00万0.00%1,593 -87-5.2% -$6,551 减仓
— FIRST TR EXCHANGE-TRADED FD $11.98万0.00%5,626 1232.2% $2,620 加仓
SFTY HORIZON FDS $11.98万0.00%3,896 3,896— $11.98万 新建仓
KD KYNDRYL HLDGS INC $11.91万0.00%10,527 10,527— $11.91万 新建仓
FNOV FIRST TR EXCHNG TRADED FD VI $11.90万0.00%2,035 -1-0.0% -$58 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $11.87万0.00%2,771 00.0% — 不变
PULS PGIM ETF TR $11.71万0.00%2,363 56331.3% $2.79万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $11.71万0.00%1,909 -30-1.5% -$1,840 减仓
OMFL INVESCO EXCH TRD SLF IDX FD $11.70万0.00%1,708 321.9% $2,193 加仓
SUSL ISHARES TR $11.70万0.00%881 212.4% $2,788 加仓
VTES VANGUARD WELLINGTON FD $11.67万0.00%1,152 31337.3% $3.17万 加仓
RPV INVESCO EXCHANGE TRADED FD T $11.59万0.00%1,018 -28-2.7% -$3,188 减仓
— LISTED FDS TR $11.58万0.00%4,080 00.0% — 不变
GNR SPDR INDEX SHS FDS $11.53万0.00%1,713 -1,251-42.2% -$8.42万 减仓
— FIRST TR EXCHANGE TRADED FD $11.53万0.00%1,794 -39-2.1% -$2,506 减仓
IVLU ISHARES TR $11.52万0.00%2,755 36015.0% $1.51万 加仓
— INNOVATOR ETFS TRUST $11.35万0.00%4,905 4,287693.7% $9.92万 加仓
XMVM INVESCO EXCHANGE TRADED FD T $11.34万0.00%1,599 1,599— $11.34万 新建仓
QDEC FIRST TR EXCHNG TRADED FD VI $11.27万0.00%3,166 59723.2% $2.13万 加仓
NWL NEWELL BRANDS INC $11.27万0.00%18,361 5,61244.0% $3.45万 加仓
RSPG INVESCO EXCHANGE TRADED FD T $11.27万0.00%1,151 -105-8.4% -$1.03万 减仓
IMCB ISHARES TR $11.26万0.00%1,166 00.0% — 不变
JPME J P MORGAN EXCHANGE TRADED F $11.24万0.00%905 708.4% $8,691 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $11.22万0.00%3,220 -496-13.3% -$1.73万 减仓
— INVESCO EXCH TRD SLF IDX FD $11.19万0.00%1,260 -49-3.7% -$4,353 减仓
— STRATEGY SHS $11.17万0.00%4,440 -2,422-35.3% -$6.09万 减仓
JOBY JOBY AVIATION INC $11.03万0.00%12,361 -770-5.9% -$6,868 减仓
PPH VANECK ETF TRUST $11.00万0.00%1,006 12814.6% $1.40万 加仓
— ISHARES TR $10.91万0.00%3,915 -154-3.8% -$4,291 减仓
— LISTED FDS TR $10.88万0.00%5,323 4,193371.1% $8.57万 加仓
SMLF ISHARES TR $10.88万0.00%1,220 -70-5.4% -$6,241 减仓
FRDM EA SERIES TRUST $10.87万0.00%1,491 1,150337.2% $8.38万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $10.86万0.00%5,849 -171-2.8% -$3,176 减仓
SNPE DBX ETF TR $10.72万0.00%1,556 35329.3% $2.43万 加仓
LRGG NOMURA ETF TR $10.67万0.00%3,880 00.0% — 不变
CGHM CAPITAL GRP FIXED INCM ETF T $10.63万0.00%4,110 1092.7% $2,818 加仓
BBUS J P MORGAN EXCHANGE TRADED F $10.61万0.00%787 00.0% — 不变
ISCG ISHARES TR $10.53万0.00%1,607 1,607— $10.53万 新建仓
SCHR SCHWAB STRATEGIC TR $10.50万0.00%4,258 1483.6% $3,650 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $10.48万0.00%3,815 -7-0.2% -$192 减仓