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 |
|---|---|---|---|---|---|---|---|---|
| QDEF | FLEXSHARES TR | $6.59万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $6.54万 | 0.00% | 2,461 | 202 | 8.9% | $5,369 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.53万 | 0.00% | 3,450 | 3,000 | 666.7% | $5.68万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $6.52万 | 0.00% | 2,390 | -93 | -3.7% | -$2,537 | 减仓 |
| SUSA | ISHARES TR | $6.50万 | 0.00% | 492 | -12,987 | -96.3% | -$171.56万 | 减仓 |
| MOO | VANECK ETF TRUST | $6.48万 | 0.00% | 767 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.45万 | 0.00% | 2,629 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $6.37万 | 0.00% | 14,500 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $6.35万 | 0.00% | 1,283 | 47 | 3.8% | $2,326 | 加仓 |
| IPAC | ISHARES TR | $6.33万 | 0.00% | 827 | 0 | 0.0% | — | 不变 |
| BINT | EXCHANGE TRADED CONCEPTS TRU | $6.27万 | 0.00% | 2,192 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $6.26万 | 0.00% | 2,842 | 2,842 | — | $6.26万 | 新建仓 |
| — | CALAMOS ETF TR | $6.25万 | 0.00% | 3,313 | 3,313 | — | $6.25万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $6.24万 | 0.00% | 1,847 | 3 | 0.2% | $101 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $6.20万 | 0.00% | 14,193 | 14,193 | — | $6.20万 | 新建仓 |
| URG | UR-ENERGY INC | $6.20万 | 0.00% | 41,590 | 1,438 | 3.6% | $2,143 | 加仓 |
| DWM | WISDOMTREE TR | $6.13万 | 0.00% | 877 | 449 | 104.9% | $3.14万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6.12万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| YEAR | AB ACTIVE ETFS INC | $6.11万 | 0.00% | 1,211 | 1,211 | — | $6.11万 | 新建仓 |
| — | WISDOMTREE TR | $6.09万 | 0.00% | 1,134 | 2 | 0.2% | $107 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $6.00万 | 0.00% | 6,692 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $5.96万 | 0.00% | 1,136 | 0 | 0.0% | — | 不变 |
| DGT | SPDR SERIES TRUST | $5.93万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $5.93万 | 0.00% | 2,769 | -508 | -15.5% | -$1.09万 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $5.92万 | 0.00% | 12,461 | -860 | -6.5% | -$4,085 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.85万 | 0.00% | 1,779 | -56 | -3.1% | -$1,842 | 减仓 |
| EMGF | ISHARES INC | $5.85万 | 0.00% | 968 | -53 | -5.2% | -$3,203 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $5.84万 | 0.00% | 1,341 | -566 | -29.7% | -$2.47万 | 减仓 |
| XTL | SPDR SERIES TRUST | $5.83万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $5.82万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $5.79万 | 0.00% | 480 | -63 | -11.6% | -$7,601 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $5.76万 | 0.00% | 686 | 230 | 50.4% | $1.93万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $5.76万 | 0.00% | 3,767 | -558 | -12.9% | -$8,526 | 减仓 |
| VVR | INVESCO SR INCOME TR | $5.72万 | 0.00% | 17,750 | 2,267 | 14.6% | $7,300 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $5.66万 | 0.00% | 2,104 | -535 | -20.3% | -$1.44万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $5.61万 | 0.00% | 1,149 | 1,149 | — | $5.61万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $5.60万 | 0.00% | 4,375 | -134 | -3.0% | -$1,715 | 减仓 |
| SMB | VANECK ETF TRUST | $5.52万 | 0.00% | 3,192 | 741 | 30.2% | $1.28万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $5.47万 | 0.00% | 732 | 378 | 106.8% | $2.83万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.42万 | 0.00% | 811 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.39万 | 0.00% | 11,073 | 11,073 | — | $5.39万 | 新建仓 |
| CMDT | PIMCO ETF TR | $5.37万 | 0.00% | 1,664 | -21,189 | -92.7% | -$68.37万 | 减仓 |
| EXI | ISHARES TR | $5.37万 | 0.00% | 296 | -227 | -43.4% | -$4.12万 | 减仓 |
| HEEM | ISHARES INC | $5.29万 | 0.00% | 1,434 | -13 | -0.9% | -$480 | 减仓 |
| BLUC | EXCHANGE TRADED CONCEPTS TRU | $5.29万 | 0.00% | 1,970 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5.24万 | 0.00% | 1,059 | -1,602 | -60.2% | -$7.92万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.21万 | 0.00% | 658 | 58 | 9.7% | $4,592 | 加仓 |
| ITB | ISHARES TR | $5.19万 | 0.00% | 573 | 355 | 162.8% | $3.22万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $5.15万 | 0.00% | 1,034 | -26 | -2.5% | -$1,295 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $5.14万 | 0.00% | 1,116 | 509 | 83.9% | $2.35万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $5.08万 | 0.00% | 1,024 | -269 | -20.8% | -$1.33万 | 减仓 |
| — | VANECK ETF TRUST | $5.08万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $5.07万 | 0.00% | 953 | 953 | — | $5.07万 | 新建仓 |
| BB | BLACKBERRY LTD | $5.06万 | 0.00% | 15,623 | 25 | 0.2% | $81 | 加仓 |
| IYG | ISHARES TR | $5.04万 | 0.00% | 609 | -200 | -24.7% | -$1.66万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.02万 | 0.00% | 1,961 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $4.96万 | 0.00% | 1,826 | 44 | 2.5% | $1,195 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $4.96万 | 0.00% | 1,379 | -69 | -4.8% | -$2,481 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4.94万 | 0.00% | 1,247 | -97 | -7.2% | -$3,840 | 减仓 |
| — | BLACKROCK ETF TRUST II | $4.90万 | 0.00% | 1,000 | 1,000 | — | $4.90万 | 新建仓 |
| — | ISHARES TR | $4.84万 | 0.00% | 929 | 32 | 3.6% | $1,668 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $4.84万 | 0.00% | 984 | 984 | — | $4.84万 | 新建仓 |
| EZM | WISDOMTREE TR | $4.84万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.83万 | 0.00% | 1,305 | -82 | -5.9% | -$3,034 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $4.82万 | 0.00% | 1,078 | -300 | -21.8% | -$1.34万 | 减仓 |
| IEUR | ISHARES TR | $4.80万 | 0.00% | 683 | -193 | -22.0% | -$1.36万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $4.77万 | 0.00% | 961 | -510 | -34.7% | -$2.53万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.74万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $4.73万 | 0.00% | 1,096 | 81 | 8.0% | $3,494 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $4.72万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $4.71万 | 0.00% | 1,952 | -958 | -32.9% | -$2.31万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $4.69万 | 0.00% | 914 | 914 | — | $4.69万 | 新建仓 |
| SUSB | ISHARES TR | $4.68万 | 0.00% | 1,869 | -89 | -4.5% | -$2,231 | 减仓 |
| — | ISHARES TR | $4.68万 | 0.00% | 1,011 | -340 | -25.2% | -$1.57万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $4.67万 | 0.00% | 1,344 | -60 | -4.3% | -$2,085 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.66万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $4.62万 | 0.00% | 797 | 151 | 23.4% | $8,745 | 加仓 |
| ILCV | ISHARES TR | $4.61万 | 0.00% | 495 | 495 | — | $4.61万 | 新建仓 |
| BVAL | EXCHANGE TRADED CONCEPTS TRU | $4.60万 | 0.00% | 1,645 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $4.56万 | 0.00% | 1,087 | 1 | 0.1% | $42 | 加仓 |
| DEM | WISDOMTREE TR | $4.54万 | 0.00% | 914 | 136 | 17.5% | $6,758 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $4.54万 | 0.00% | 1,028 | 410 | 66.3% | $1.81万 | 加仓 |
| LIT | GLOBAL X FDS | $4.53万 | 0.00% | 609 | -2,218 | -78.5% | -$16.49万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $4.50万 | 0.00% | 2,155 | 1,123 | 108.8% | $2.35万 | 加仓 |
| ILF | ISHARES TR | $4.44万 | 0.00% | 1,250 | -88 | -6.6% | -$3,126 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4.43万 | 0.00% | 1,523 | -204 | -11.8% | -$5,930 | 减仓 |
| — | DYADIC INTL INC DEL | $4.41万 | 0.00% | 53,756 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4.39万 | 0.00% | 690 | 32 | 4.9% | $2,037 | 加仓 |
| NWL | NEWELL BRANDS INC | $4.37万 | 0.00% | 12,749 | 12,749 | — | $4.37万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $4.37万 | 0.00% | 1,928 | -362 | -15.8% | -$8,204 | 减仓 |
| BLGR | EXCHANGE TRADED CONCEPTS TRU | $4.36万 | 0.00% | 1,635 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $4.34万 | 0.00% | 375 | 339 | 941.7% | $3.93万 | 加仓 |
| EWC | ISHARES INC | $4.34万 | 0.00% | 791 | 675 | 581.9% | $3.70万 | 加仓 |
| IGEB | ISHARES TR | $4.33万 | 0.00% | 961 | 85 | 9.7% | $3,831 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $4.32万 | 0.00% | 500 | 330 | 194.1% | $2.85万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.31万 | 0.00% | 1,326 | -15 | -1.1% | -$488 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $4.31万 | 0.00% | 715 | -152 | -17.5% | -$9,160 | 减仓 |
| SMMV | ISHARES TR | $4.31万 | 0.00% | 987 | 28 | 2.9% | $1,222 | 加仓 |
| IBTI | ISHARES TR | $4.30万 | 0.00% | 1,929 | 1,647 | 584.0% | $3.67万 | 加仓 |
| TOPT | ISHARES TR | $4.29万 | 0.00% | 1,498 | 1,497 | 149,700.0% | $4.28万 | 加仓 |