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
KXI ISHARES TR $7.29万0.00%1,079 -282-20.7% -$1.90万 减仓
KBWB INVESCO EXCH TRADED FD TR II $7.27万0.00%782 35482.7% $3.29万 加仓
— STRATEGY SHS $7.26万0.00%3,177 120.4% $274 加仓
SUSA ISHARES TR $7.22万0.00%468 -24-4.9% -$3,703 减仓
VNQI VANGUARD INTL EQUITY INDEX F $7.22万0.00%1,610 1,096213.2% $4.92万 加仓
IPAC ISHARES TR $7.20万0.00%879 526.3% $4,260 加仓
QDEF FLEXSHARES TR $7.19万0.00%826 00.0% — 不变
— INNOVATOR ETFS TRUST $7.17万0.00%2,601 -179,706-98.6% -$495.25万 减仓
— VIRTUS TOTAL RETURN FD INC $7.16万0.00%10,479 10,479— $7.16万 新建仓
XHLF BONDBLOXX ETF TRUST $7.11万0.00%1,414 -29,503-95.4% -$148.40万 减仓
IBTG ISHARES TR $7.09万0.00%3,096 00.0% — 不变
IYM ISHARES TR $6.96万0.00%388 -100,899-99.6% -$1,811.01万 减仓
— TIDAL TRUST II $6.95万0.00%789 635412.3% $5.60万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $6.94万0.00%1,111 -1,314-54.2% -$8.20万 减仓
— FIDELITY COVINGTON TRUST $6.90万0.00%1,732 -752-30.3% -$2.99万 减仓
— INNOVATOR ETFS TRUST $6.89万0.00%3,450 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6.87万0.00%3,697 -70-1.9% -$1,300 减仓
— AIM ETF PRODUCTS TRUST $6.83万0.00%2,005 -2,067-50.8% -$7.04万 减仓
CXM SPRINKLR INC $6.77万0.00%13,112 13,112— $6.77万 新建仓
EZU ISHARES INC $6.73万0.00%968 635190.7% $4.41万 加仓
TDTF FLEXSHARES TR $6.72万0.00%2,826 87444.8% $2.08万 加仓
GTM ZOOMINFO TECHNOLOGIES INC $6.69万0.00%22,843 22,843— $6.69万 新建仓
EWN ISHARES INC $6.67万0.00%949 518120.2% $3.64万 加仓
IYG ISHARES TR $6.65万0.00%735 12620.7% $1.14万 加仓
GCOW PACER FDS TR $6.57万0.00%1,517 -287,418-99.5% -$1,244.25万 减仓
— INNOVATOR ETFS TRUST $6.55万0.00%2,629 00.0% — 不变
FCG FIRST TR EXCHANGE-TRADED FD $6.55万0.00%2,460 160.7% $426 加仓
IBTH ISHARES TR $6.47万0.00%2,892 -105-3.5% -$2,349 减仓
DGT SPDR SERIES TRUST $6.47万0.00%350 00.0% — 不变
SMBS SCHWAB STRATEGIC TR $6.46万0.00%2,543 2,299942.2% $5.84万 加仓
— WISDOMTREE TR $6.46万0.00%1,158 242.1% $1,339 加仓
DWM WISDOMTREE TR $6.42万0.00%877 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $6.42万0.00%2,769 00.0% — 不变
— WISDOMTREE TR $6.42万0.00%1,697 64461.2% $2.43万 加仓
HEEM ISHARES INC $6.41万0.00%1,434 00.0% — 不变
HTRB HARTFORD FDS EXCHANGE TRADED $6.41万0.00%1,901 -99-5.0% -$3,340 减仓
SPHB INVESCO EXCH TRADED FD TR II $6.41万0.00%412 235132.8% $3.66万 加仓
— NORTHERN LTS FD TR IV $6.40万0.00%1,748 1,73311,553.3% $6.35万 加仓
— VANECK ETF TRUST $6.35万0.00%533 533— $6.35万 新建仓
ILF ISHARES TR $6.35万0.00%1,882 63250.6% $2.13万 加仓
— NORTHERN LTS FD TR IV $6.35万0.00%1,840 1,82411,400.0% $6.30万 加仓
IXP ISHARES TR $6.34万0.00%562 -202-26.4% -$2.28万 减仓
— ELEVATION SERIES TRUST $6.34万0.00%1,397 -477,606-99.7% -$2,167.14万 减仓
— INNOVATOR ETFS TRUST $6.32万0.00%1,779 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $6.28万0.00%1,341 00.0% — 不变
KOPN KOPIN CORP $6.26万0.00%13,982 1,2509.8% $5,600 加仓
GOVI INVESCO EXCH TRADED FD TR II $6.26万0.00%2,304 -86-3.6% -$2,335 减仓
VOLT TEMA ETF TRUST $6.25万0.00%1,493 1,493— $6.25万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $6.24万0.00%1,268 -92,817-98.7% -$456.75万 减仓
— ISHARES TR $6.23万0.00%565 309120.7% $3.41万 加仓
QLTA ISHARES TR $6.22万0.00%1,308 -3,804-74.4% -$18.08万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $6.17万0.00%1,355 55769.8% $2.54万 加仓
FTMA PUTNAM ETF TRUST $6.11万0.00%6,692 00.0% — 不变
RSPF INVESCO EXCHANGE TRADED FD T $6.03万0.00%777 -324-29.4% -$2.51万 减仓
— INNOVATOR ETFS TRUST $5.96万0.00%1,999 1,999— $5.96万 新建仓
PXH INVESCO EXCH TRADED FD TR II $5.96万0.00%2,136 321.5% $892 加仓
EXI ISHARES TR $5.96万0.00%297 10.3% $201 加仓
— INVESCO EXCHANGE TRADED FD T $5.90万0.00%658 00.0% — 不变
— FIDELITY COVINGTON TRUST $5.88万0.00%1,199 -1-0.1% -$49 减仓
AVSF AMERICAN CENTY ETF TR $5.85万0.00%1,255 -32,684-96.3% -$152.24万 减仓
MCHI ISHARES TR $5.82万0.00%1,141 40855.7% $2.08万 加仓
NANR SPDR INDEX SHS FDS $5.79万0.00%767 8111.8% $6,112 加仓
BIZD VANECK ETF TRUST $5.78万0.00%4,568 1934.4% $2,443 加仓
TCHP T ROWE PRICE EXCHANGE-TRADED $5.66万0.00%1,129 1019.8% $5,059 加仓
PGX INVESCO EXCH TRADED FD TR II $5.62万0.00%5,187 -2,513-32.6% -$2.72万 减仓
SPYX SPDR SERIES TRUST $5.58万0.00%913 -1,099-54.6% -$6.72万 减仓
BALI BLACKROCK ETF TRUST $5.54万0.00%1,638 38130.3% $1.29万 加仓
EZM WISDOMTREE TR $5.45万0.00%719 00.0% — 不变
— J P MORGAN EXCHANGE TRADED F $5.43万0.00%955 20.2% $114 加仓
— FIRST TR EXCHNG TRADED FD VI $5.43万0.00%1,484 755103.6% $2.76万 加仓
— INNOVATOR ETFS TRUST $5.42万0.00%1,810 28718.8% $8,601 加仓
— INNOVATOR ETFS TRUST $5.38万0.00%2,047 -132,721-98.5% -$348.78万 减仓
— INNOVATOR ETFS TRUST $5.38万0.00%1,947 -959-33.0% -$2.65万 减仓
— VANECK ETF TRUST $5.34万0.00%366 00.0% — 不变
PCMM BONDBLOXX ETF TRUST $5.33万0.00%1,068 848.5% $4,191 加仓
— ISHARES TR $5.28万0.00%897 -32-3.4% -$1,882 减仓
JVAL J P MORGAN EXCHANGE TRADED F $5.25万0.00%896 -253-22.0% -$1.48万 减仓
EWC ISHARES INC $5.24万0.00%910 11915.0% $6,858 加仓
— FIDELITY COVINGTON TRUST $5.21万0.00%1,904 1,304217.3% $3.57万 加仓
JPRE J P MORGAN EXCHANGE TRADED F $5.19万0.00%995 48896.3% $2.55万 加仓
BAMG NORTHERN LTS FD TR IV $5.19万0.00%1,146 1,1002,391.3% $4.98万 加仓
— AIM ETF PRODUCTS TRUST $5.16万0.00%1,825 -1-0.1% -$28 减仓
IUS INVESCO EXCH TRD SLF IDX FD $5.12万0.00%781 -16-2.0% -$1,049 减仓
CTKB CYTEK BIOSCIENCES INC $5.10万0.00%11,512 -2,681-18.9% -$1.19万 减仓
PCY INVESCO EXCH TRADED FD TR II $5.04万0.00%2,326 1717.9% $3,702 加仓
ARKG ARK ETF TR $5.02万0.00%1,194 21522.0% $9,043 加仓
ILCV ISHARES TR $5.02万0.00%496 10.2% $101 加仓
SHYD VANECK ETF TRUST $4.99万0.00%2,178 25013.0% $5,726 加仓
VVR INVESCO SR INCOME TR $4.99万0.00%16,626 -1,124-6.3% -$3,372 减仓
— FIRST TR EXCHNG TRADED FD VI $4.98万0.00%1,010 700225.8% $3.45万 加仓
VPLS VANGUARD MALVERN FDS $4.96万0.00%640 640— $4.96万 新建仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $4.95万0.00%1,009 -50-4.7% -$2,453 减仓
— TEMA ETF TRUST $4.94万0.00%786 786— $4.94万 新建仓
— FIRST TR EXCHNG TRADED FD VI $4.94万0.00%1,112 00.0% — 不变
— WISDOMTREE TR $4.92万0.00%376 10.3% $131 加仓
SFY TIDAL TRUST I $4.91万0.00%330 00.0% — 不变
— ETF SER SOLUTIONS $4.91万0.00%1,144 1,144— $4.91万 新建仓
— FIDELITY COVINGTON TRUST $4.86万0.00%839 10.1% $58 加仓
SLQD ISHARES TR $4.83万0.00%958 11213.2% $5,641 加仓
— DYADIC INTL INC DEL $4.82万0.00%53,756 00.0% — 不变