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 |
|---|---|---|---|---|---|---|---|---|
| RWR | SPDR SERIES TRUST | $8,362 | 0.00% | 83 | -163 | -66.3% | -$1.64万 | 减仓 |
| RSSB | TIDAL TRUST II | $8,353 | 0.00% | 307 | 86 | 38.9% | $2,340 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $8,151 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SIZE | ISHARES TR | $8,132 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FTMS | PUTNAM ETF TRUST | $8,082 | 0.00% | 816 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $8,045 | 0.00% | 190 | 20 | 11.8% | $847 | 加仓 |
| UPRO | PROSHARES TR | $7,952 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $7,826 | 0.00% | 61 | 34 | 125.9% | $4,362 | 重新持有 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $7,754 | 0.00% | 412 | 119 | 40.6% | $2,240 | 重新持有 |
| ULST | SSGA ACTIVE ETF TR | $7,695 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7,692 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| USTB | VICTORY PORTFOLIOS II | $7,446 | 0.00% | 147 | -35 | -19.2% | -$1,773 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $7,434 | 0.00% | 149 | 149 | — | $7,434 | 新建仓 |
| — | GLOBAL X FDS | $7,420 | 0.00% | 350 | -5,737 | -94.3% | -$12.16万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $7,416 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES TR | $7,342 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $7,342 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $7,340 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES TR | $7,244 | 0.00% | 297 | -373 | -55.7% | -$9,098 | 减仓 |
| — | LISTED FDS TR | $7,226 | 0.00% | 203 | -2,507 | -92.5% | -$8.92万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $7,209 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $7,182 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPTB | SPDR SERIES TRUST | $7,112 | 0.00% | 235 | -358 | -60.4% | -$1.08万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7,103 | 0.00% | 237 | -668 | -73.8% | -$2.00万 | 减仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $7,076 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $7,070 | 0.00% | 100 | 100 | — | $7,070 | 新建仓 |
| — | AMPLIFY ETF TR | $7,040 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $6,970 | 0.00% | 226 | -864 | -79.3% | -$2.66万 | 减仓 |
| PFFV | GLOBAL X FDS | $6,963 | 0.00% | 319 | 319 | — | $6,963 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III | $6,957 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $6,948 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $6,903 | 0.00% | 340 | -21,267 | -98.4% | -$43.18万 | 减仓 |
| QLC | FLEXSHARES TR | $6,878 | 0.00% | 88 | 88 | — | $6,878 | 新建仓 |
| — | NUSHARES ETF TR | $6,876 | 0.00% | 253 | 253 | — | $6,876 | 新建仓 |
| — | TIDAL TRUST II | $6,854 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $6,828 | 0.00% | 266 | 266 | — | $6,828 | 新建仓 |
| — | NEOS ETF TRUST | $6,765 | 0.00% | 132 | -4,499 | -97.1% | -$23.06万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,762 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $6,678 | 0.00% | 244 | -100 | -29.1% | -$2,737 | 减仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $6,573 | 0.00% | 160 | 6 | 3.9% | $246 | 加仓 |
| GVAL | CAMBRIA ETF TR | $6,568 | 0.00% | 198 | 198 | — | $6,568 | 新建仓 |
| — | RBB FD INC | $6,519 | 0.00% | 204 | 1 | 0.5% | $32 | 加仓 |
| SMLV | SPDR SERIES TRUST | $6,443 | 0.00% | 47 | -16 | -25.4% | -$2,193 | 减仓 |
| HAUZ | DBX ETF TR | $6,349 | 0.00% | 281 | -84 | -23.0% | -$1,898 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $6,343 | 0.00% | 38 | 13 | 52.0% | $2,170 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $6,234 | 0.00% | 244 | -2 | -0.8% | -$51 | 减仓 |
| EPP | ISHARES INC | $6,164 | 0.00% | 116 | -4 | -3.3% | -$213 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $6,152 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $5,990 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $5,972 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5,935 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $5,935 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $5,899 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5,786 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| GXC | SPDR INDEX SHS FDS | $5,680 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5,633 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $5,612 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $5,525 | 0.00% | 240 | -1 | -0.4% | -$23 | 减仓 |
| — | WISDOMTREE TR | $5,306 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $5,295 | 0.00% | 270 | 1 | 0.4% | $20 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $5,288 | 0.00% | 146 | 18 | 14.1% | $652 | 加仓 |
| IBTJ | ISHARES TR | $5,286 | 0.00% | 242 | -45 | -15.7% | -$983 | 减仓 |
| — | LITMAN GREGORY FDS TR | $5,271 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $5,246 | 0.00% | 670 | -3,045 | -82.0% | -$2.38万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $5,187 | 0.00% | 230 | -150 | -39.5% | -$3,383 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $5,186 | 0.00% | 118 | 7 | 6.3% | $308 | 加仓 |
| — | WISDOMTREE TR | $5,147 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | TEUCRIUM COMMODITY TR | $5,060 | 0.00% | 275 | 275 | — | $5,060 | 新建仓 |
| SPUS | TIDAL TRUST I | $5,057 | 0.00% | 105 | 105 | — | $5,057 | 新建仓 |
| — | LISTED FDS TR | $5,042 | 0.00% | 85 | 85 | — | $5,042 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $5,017 | 0.00% | 100 | 100 | — | $5,017 | 新建仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $5,016 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $5,014 | 0.00% | 291 | 291 | — | $5,014 | 新建仓 |
| XBIL | RBB FD INC | $5,003 | 0.00% | 100 | 100 | — | $5,003 | 新建仓 |
| EWG | ISHARES INC | $4,975 | 0.00% | 125 | -22 | -15.0% | -$876 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,975 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | ALBEMARLE CORP | $4,958 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO EXCH TRADED FD TR II | $4,917 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $4,903 | 0.00% | 176 | 20 | 12.8% | $557 | 加仓 |
| — | PROSHARES TR | $4,854 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $4,799 | 0.00% | 67 | -47 | -41.2% | -$3,366 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $4,746 | 0.00% | 211 | 4 | 1.9% | $90 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $4,737 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BIDD | BLACKROCK ETF TRUST | $4,634 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $4,583 | 0.00% | 100 | -71 | -41.5% | -$3,254 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $4,572 | 0.00% | 54 | 54 | — | $4,572 | 新建仓 |
| MDST | ULTIMUS MANAGERS TR | $4,547 | 0.00% | 159 | 159 | — | $4,547 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4,510 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $4,493 | 0.00% | 104 | -5 | -4.6% | -$216 | 减仓 |
| — | BLACKROCK ETF TRUST II | $4,486 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| VSDA | VICTORY PORTFOLIOS II | $4,469 | 0.00% | 82 | 82 | — | $4,469 | 新建仓 |
| HEDG | SERIES PORTFOLIOS TR | $4,463 | 0.00% | 154 | 154 | — | $4,463 | 新建仓 |
| GREK | GLOBAL X FDS | $4,407 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $4,391 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $4,391 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4,365 | 0.00% | 375 | 375 | — | $4,365 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $4,361 | 0.00% | 34 | -15 | -30.6% | -$1,924 | 重新持有 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $4,264 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $4,181 | 0.00% | 196 | 196 | — | $4,181 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $4,151 | 0.00% | 155 | 155 | — | $4,151 | 新建仓 |