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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $5,081.18万 | 0.24% | 283,022 | 127,885 | 82.4% | $2,295.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $4,944.29万 | 0.23% | 687,185 | 215,817 | 45.8% | $1,552.80万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,912.46万 | 0.23% | 48,574 | 1,056 | 2.2% | $106.80万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $4,709.89万 | 0.22% | 1,246,333 | 1,245,455 | 141,851.4% | $4,706.57万 | 加仓 |
| RTX | RTX CORPORATION | $4,614.39万 | 0.22% | 243,204 | 9,322 | 4.0% | $176.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,580.49万 | 0.21% | 905,774 | 173,556 | 23.7% | $877.67万 | 加仓 |
| PFE | PFIZER INC | $4,534.60万 | 0.21% | 1,883,141 | 217,460 | 13.1% | $523.64万 | 加仓 |
| GOOG | ALPHABET INC | $4,397.43万 | 0.20% | 124,455 | 12,396 | 11.1% | $437.99万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $4,343.27万 | 0.20% | 823,838 | -175,839 | -17.6% | -$927.02万 | 减仓 |
| — | ELEVATION SERIES TRUST | $4,307.62万 | 0.20% | 947,953 | -79,717 | -7.8% | -$362.24万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4,305.00万 | 0.20% | 1,016,769 | -32,647 | -3.1% | -$138.23万 | 减仓 |
| GGG | GRACO INC | $4,251.12万 | 0.20% | 562,246 | 72,709 | 14.9% | $549.75万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $4,158.51万 | 0.19% | 2,035,990 | 118,322 | 6.2% | $241.67万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,135.54万 | 0.19% | 563,885 | -73,033 | -11.5% | -$535.62万 | 减仓 |
| GE | GE AEROSPACE | $4,062.78万 | 0.19% | 108,708 | 5,168 | 5.0% | $193.15万 | 加仓 |
| CRM | SALESFORCE INC | $4,026.65万 | 0.19% | 257,028 | -20,395 | -7.4% | -$319.51万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $4,015.46万 | 0.19% | 1,038,260 | 24,968 | 2.5% | $96.56万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3,974.65万 | 0.19% | 349,603 | -19,449 | -5.3% | -$221.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,933.14万 | 0.18% | 180,477 | 36,619 | 25.5% | $798.04万 | 加仓 |
| FEBT | AIM ETF PRODUCTS TRUST | $3,899.24万 | 0.18% | 947,801 | 946,769 | 91,741.2% | $3,895.00万 | 加仓 |
| NFLX | NETFLIX INC. | $3,825.11万 | 0.18% | 535,729 | -32,307 | -5.7% | -$230.67万 | 减仓 |
| IUSB | ISHARES TR | $3,784.79万 | 0.18% | 820,107 | 176,868 | 27.5% | $816.25万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3,747.59万 | 0.17% | 347,225 | 83,898 | 31.9% | $905.51万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $3,696.35万 | 0.17% | 858,817 | 856,269 | 33,605.5% | $3,685.38万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3,607.41万 | 0.17% | 623,686 | 518,533 | 493.1% | $2,999.20万 | 加仓 |
| IWR | ISHARES TR | $3,525.35万 | 0.16% | 319,557 | -11,964 | -3.6% | -$131.99万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3,515.18万 | 0.16% | 289,507 | 7,349 | 2.6% | $89.23万 | 加仓 |
| OKE | ONEOK INC NEW | $3,409.56万 | 0.16% | 392,173 | 168,655 | 75.5% | $1,466.29万 | 加仓 |
| NI | NISOURCE INC | $3,342.94万 | 0.16% | 703,036 | 438,038 | 165.3% | $2,082.87万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $3,334.65万 | 0.16% | 938,280 | 931,104 | 12,975.3% | $3,309.14万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,326.39万 | 0.16% | 610,795 | 27,232 | 4.7% | $148.31万 | 加仓 |
| MTUM | ISHARES TR | $3,317.03万 | 0.15% | 96,754 | -29,123 | -23.1% | -$998.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $3,306.26万 | 0.15% | 50,409 | 18,561 | 58.3% | $1,217.39万 | 加仓 |
| GPC | GENUINE PARTS CO | $3,282.56万 | 0.15% | 278,229 | 112,112 | 67.5% | $1,322.70万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,256.85万 | 0.15% | 1,836,913 | -60,220 | -3.2% | -$106.77万 | 减仓 |
| GIS | GENERAL MILLS INC | $3,252.99万 | 0.15% | 934,768 | 876,479 | 1,503.7% | $3,050.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,251.14万 | 0.15% | 779,090 | 34,241 | 4.6% | $142.89万 | 加仓 |
| PKG | PACKAGING CORP AMER | $3,231.29万 | 0.15% | 135,609 | 133,119 | 5,346.1% | $3,171.96万 | 加仓 |
| D | DOMINION ENERGY INC | $3,223.97万 | 0.15% | 472,104 | -50,763 | -9.7% | -$346.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,204.68万 | 0.15% | 34,258 | -25,387 | -42.6% | -$2,374.84万 | 减仓 |
| ES | EVERSOURCE ENERGY | $3,203.71万 | 0.15% | 443,297 | 62,976 | 16.6% | $455.13万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $3,199.77万 | 0.15% | 897,549 | 10,813 | 1.2% | $38.55万 | 加仓 |
| USB | US BANCORP | $3,192.14万 | 0.15% | 528,495 | -100,986 | -16.0% | -$609.96万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $3,183.78万 | 0.15% | 297,186 | 20,026 | 7.2% | $214.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,178.07万 | 0.15% | 454,658 | 14,086 | 3.2% | $98.46万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,125.56万 | 0.15% | 542,448 | 51,440 | 10.5% | $296.40万 | 加仓 |
| LIN | LINDE PLC | $3,066.57万 | 0.14% | 59,091 | 6,596 | 12.6% | $342.30万 | 加仓 |
| CMS | CMS ENERGY CORP | $3,064.99万 | 0.14% | 400,653 | 110,518 | 38.1% | $845.46万 | 加仓 |
| — | ELEVATION SERIES TRUST | $3,034.39万 | 0.14% | 1,207,960 | 237,356 | 24.5% | $596.24万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,029.70万 | 0.14% | 513,682 | -31,210 | -5.7% | -$184.08万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3,017.60万 | 0.14% | 208,669 | -6,863 | -3.2% | -$99.25万 | 减仓 |
| APH | AMPHENOL CORP | $2,997.20万 | 0.14% | 169,985 | 12,943 | 8.2% | $228.21万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,986.21万 | 0.14% | 723,928 | 29,588 | 4.3% | $122.05万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,950.90万 | 0.14% | 113,303 | -66,169 | -36.9% | -$1,723.33万 | 减仓 |
| HPQ | HP INC | $2,915.61万 | 0.14% | 1,328,900 | 651,246 | 96.1% | $1,428.83万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,904.25万 | 0.14% | 162,940 | 151,390 | 1,310.7% | $2,698.38万 | 加仓 |
| EIX | EDISON INTL | $2,899.53万 | 0.14% | 389,463 | 40,671 | 11.7% | $302.79万 | 加仓 |
| CSX | CSX CORP | $2,857.38万 | 0.13% | 601,174 | -78,341 | -11.5% | -$372.35万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2,817.14万 | 0.13% | 293,086 | 43,319 | 17.3% | $416.38万 | 加仓 |
| CVS | CVS HEALTH CORP | $2,800.65万 | 0.13% | 270,721 | -53,036 | -16.4% | -$548.67万 | 减仓 |
| CMBS | ISHARES TR | $2,798.88万 | 0.13% | 575,306 | 51,727 | 9.9% | $251.65万 | 加仓 |
| TGT | TARGET CORP | $2,788.99万 | 0.13% | 213,534 | 205,210 | 2,465.3% | $2,680.27万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2,779.41万 | 0.13% | 257,878 | 30,330 | 13.3% | $326.90万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2,772.29万 | 0.13% | 526,552 | 94,997 | 22.0% | $500.16万 | 加仓 |
| STIP | ISHARES TR | $2,746.61万 | 0.13% | 268,853 | 64,830 | 31.8% | $662.30万 | 加仓 |
| F | FORD MTR CO | $2,746.03万 | 0.13% | 1,975,561 | -602,902 | -23.4% | -$838.03万 | 减仓 |
| WSO | WATSCO INC | $2,744.82万 | 0.13% | 65,866 | 64,879 | 6,573.4% | $2,703.69万 | 加仓 |
| TFC | TRUIST FINL CORP | $2,722.32万 | 0.13% | 546,432 | -70,088 | -11.4% | -$349.18万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,720.52万 | 0.13% | 359,477 | 359,477 | — | $2,720.52万 | 新建仓 |
| EXC | EXELON CORP | $2,711.33万 | 0.13% | 581,581 | 80,362 | 16.0% | $374.65万 | 加仓 |
| T | AT&T INC | $2,695.39万 | 0.13% | 1,302,118 | -66,767 | -4.9% | -$138.21万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2,687.00万 | 0.13% | 230,106 | 26,661 | 13.1% | $311.33万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,685.37万 | 0.13% | 889,195 | -162,044 | -15.4% | -$489.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2,675.40万 | 0.12% | 503,748 | -110,742 | -18.0% | -$588.15万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $2,653.87万 | 0.12% | 573,686 | 567,544 | 9,240.4% | $2,625.46万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,650.82万 | 0.12% | 143,112 | 5,135 | 3.7% | $95.11万 | 加仓 |
| MRK | MERCK & CO INC | $2,637.52万 | 0.12% | 205,251 | 61,169 | 42.5% | $786.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,609.14万 | 0.12% | 87,534 | 18,826 | 27.4% | $561.15万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,606.86万 | 0.12% | 372,036 | -139,574 | -27.3% | -$978.00万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2,597.29万 | 0.12% | 1,001,267 | 62,359 | 6.6% | $161.76万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,596.59万 | 0.12% | 340,356 | 317,121 | 1,364.8% | $2,419.33万 | 加仓 |
| DOV | DOVER CORP | $2,586.46万 | 0.12% | 115,322 | -12,613 | -9.9% | -$282.89万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $2,584.10万 | 0.12% | 514,454 | 94,300 | 22.4% | $473.67万 | 加仓 |
| — | ELEVATION SERIES TRUST | $2,574.36万 | 0.12% | 1,081,663 | 144,665 | 15.4% | $344.30万 | 加仓 |
| MET | METLIFE INC | $2,528.36万 | 0.12% | 298,823 | 273,916 | 1,099.8% | $2,317.62万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,522.13万 | 0.12% | 260,334 | 1,362 | 0.5% | $13.20万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,514.98万 | 0.12% | 583,385 | -248,460 | -29.9% | -$1,071.11万 | 减仓 |
| ORI | OLD REP INTL CORP | $2,509.39万 | 0.12% | 613,239 | 600,797 | 4,828.8% | $2,458.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,508.74万 | 0.12% | 67,795 | 4,681 | 7.4% | $173.22万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $2,500.96万 | 0.12% | 1,184,163 | -80,224 | -6.3% | -$169.43万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $2,489.93万 | 0.12% | 494,328 | 18,870 | 4.0% | $95.05万 | 加仓 |
| OGE | OGE ENERGY CORP | $2,489.50万 | 0.12% | 511,612 | 97,540 | 23.6% | $474.63万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2,482.43万 | 0.12% | 495,000 | 493,167 | 26,904.9% | $2,473.23万 | 加仓 |
| OMC | OMNICOM GROUP INC | $2,469.13万 | 0.12% | 339,027 | -12,953 | -3.7% | -$94.34万 | 减仓 |
| SHLD | GLOBAL X FDS | $2,469.08万 | 0.12% | 413,512 | -41,503 | -9.1% | -$247.81万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,439.31万 | 0.11% | 108,921 | 84,788 | 351.3% | $1,898.84万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $2,402.35万 | 0.11% | 1,025,769 | 20,532 | 2.0% | $48.09万 | 加仓 |
| MUB | ISHARES TR | $2,393.28万 | 0.11% | 222,382 | 52,546 | 30.9% | $565.50万 | 加仓 |
| IDEV | ISHARES TR | $2,392.02万 | 0.11% | 268,737 | -17,918 | -6.3% | -$159.49万 | 减仓 |
| EOG | EOG RES INC | $2,390.91万 | 0.11% | 184,299 | 176,743 | 2,339.1% | $2,292.88万 | 加仓 |