13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.4%
AAPL 3.3%
MSFT 2.6%
VNLA 2.1%
IVV 1.9%
AMZN 1.8%
SPYG 1.6%
AVIG 1.5%
GOOGL 1.4%
AVGO 1.2%

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
PFM INVESCO EXCHANGE TRADED FD T $1,2770.00%25 00.0% — 不变
BDYN BLACKROCK ETF TRUST $1,2400.00%51 00.0% — 不变
PBUS INVESCO EXCH TRADED FD TR II $1,2380.00%19 -18-48.6% -$1,173 重新持有
FLHY FRANKLIN TEMPLETON ETF TR $1,2310.00%51 00.0% — 不变
— ADVISORSHARES TR $1,2210.00%68 -80-54.1% -$1,436 减仓
— GLOBAL X FDS $1,2200.00%30 00.0% — 不变
KSA ISHARES TR $1,1930.00%30 -8-21.1% -$318 减仓
— GLOBAL X FDS $1,1900.00%39 -2-4.9% -$61 减仓
— PIMCO ETF TR $1,1690.00%22 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $1,1500.00%24 -114-82.6% -$5,462 减仓
FLIA FRANKLIN TEMPLETON ETF TR $1,0740.00%53 00.0% — 不变
— PROSHARES TR $1,0680.00%16 00.0% — 不变
GCC WISDOMTREE TR $1,0530.00%44 00.0% — 不变
FLGV FRANKLIN TEMPLETON ETF TR $1,0420.00%51 -96-65.3% -$1,961 减仓
INTF ISHARES TR $1,0130.00%26 14.0% $39 加仓
CQQQ INVESCO EXCH TRADED FD TR II $1,0120.00%22 00.0% — 不变
— ENVOY MEDICAL INC $1,0060.00%15,152 00.0% — 不变
— WISDOMTREE TR $9940.00%30 00.0% — 不变
— PACER FDS TR $9710.00%30 30— $971 新建仓
— SPROTT FDS TR $9670.00%33 33— $967 新建仓
— RBB FD INC $9520.00%19 00.0% — 不变
— PROSHARES TR $9460.00%43 -19-30.6% -$418 减仓
— ISHARES TR $8480.00%22 00.0% — 不变
IYK ISHARES TR $8400.00%12 -1-7.7% -$70 减仓
CMF ISHARES TR $7960.00%14 00.0% — 不变
OMFS INVESCO EXCH TRD SLF IDX FD $7700.00%17 00.0% — 不变
PSC PRINCIPAL EXCHANGE TRADED FD $7450.00%13 00.0% — 重新持有
— PACER FDS TR $7350.00%20 20— $735 新建仓
MAYW AIM ETF PRODUCTS TRUST $7100.00%21 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $7020.00%15 -9-37.5% -$421 减仓
— ALPS ETF TR $6940.00%17 00.0% — 不变
GMF SPDR INDEX SHS FDS $6810.00%5 -143-96.6% -$1.95万 减仓
STOT SSGA ACTIVE TR $6600.00%14 00.0% — 不变
— AMPLIFY ETF TR $6500.00%10 00.0% — 不变
— ELEVATION SERIES TRUST $6490.00%17 00.0% — 不变
— INNOVATOR ETFS TRUST $6090.00%20 00.0% — 不变
SCIO FIRST TR EXCHANGE-TRADED FD $5990.00%29 29— $599 新建仓
EMNT PIMCO ETF TR $5940.00%6 00.0% — 不变
— INNOVATOR ETFS TRUST $5690.00%20 00.0% — 不变
JPEM J P MORGAN EXCHANGE TRADED F $5590.00%9 -37-80.4% -$2,298 减仓
— ADVISORSHARES TR $5230.00%199 -1,270-86.5% -$3,338 减仓
— NORTHERN LTS FD TR IV $5090.00%16 -160-90.9% -$5,090 减仓
— NORTHERN LTS FD TR IV $4960.00%15 -458-96.8% -$1.51万 减仓
— INVESCO EXCH TRADED FD TR II $4720.00%10 00.0% — 不变
— NORTHERN LTS FD TR IV $4650.00%17 -101-85.6% -$2,763 减仓
BSVO EA SERIES TRUST $4570.00%18 00.0% — 不变
— PACER FDS TR $4320.00%8 8— $432 新建仓
— EA SERIES TRUST $4280.00%16 00.0% — 不变
— WISDOMTREE TR $4170.00%15 00.0% — 不变
PALC PACER FDS TR $4140.00%8 -20-71.4% -$1,035 减仓
— NEOS ETF TRUST $3960.00%8 -680-98.8% -$3.37万 减仓
— COLLABORATIVE INVESTMNT SER $3560.00%13 00.0% — 不变
— AMPLIFY ETF TR $3090.00%14 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $2940.00%9 00.0% — 不变
— VANECK ETF TRUST $2880.00%10 00.0% — 不变
FLRT PACER FDS TR $2780.00%6 6— $278 新建仓
— INVESCO EXCHANGE TRADED FD T $2490.00%7 -31-81.6% -$1,103 重新持有
— ANGEL OAK FUNDS TRUST $2420.00%28 28— $242 新建仓
QMAR FIRST TR EXCHNG TRADED FD VI $2350.00%7 00.0% — 不变
— PROSHARES TR $2110.00%6 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1910.00%7 00.0% — 不变
— PACER FDS TR $1910.00%4 00.0% — 不变
— ELEVATION SERIES TRUST $1870.00%6 00.0% — 不变
— TIDAL TRUST II $1820.00%10 10— $182 新建仓
URTH ISHARES INC $1780.00%1 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $1780.00%6 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $1750.00%7 00.0% — 不变
— COLLABORATIVE INVESTMNT SER $1150.00%5 00.0% — 不变
— FRANKLIN TEMPLETON ETF TR $1010.00%4 3300.0% $76 加仓
FLCA FRANKLIN TEMPLETON ETF TR $980.00%2 00.0% — 不变
— LEGG MASON ETF INVT $880.00%2 2— $88 新建仓
FLTB FIDELITY MERRIMACK STR TR $730.00%1 -62-98.4% -$4,526 减仓
OILK PROSHARES TR $730.00%1 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $720.00%4 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $570.00%6 00.0% — 不变
FLUD FRANKLIN TEMPLETON ETF TR $500.00%2 -110-98.2% -$2,750 减仓
MEAR ISHARES U S ETF TR $420.00%1 00.0% — 不变
— ETF OPPORTUNITIES TRUST $310.00%1 1— $31 新建仓
— TWO RDS SHARED TR $290.00%1 00.0% — 不变
— FIDELITY COVINGTON TRUST $270.00%1 00.0% — 不变
— TWO RDS SHARED TR $250.00%1 00.0% — 不变
— LISTED FDS TR $220.00%1 00.0% — 不变
— LISTED FDS TR $200.00%1 -2,352-100.0% -$4.70万 减仓
— FIDELITY COVINGTON TRUST $180.00%0 0— -$18 清仓
RWX SPDR INDEX SHS FDS $170.00%1 -52-98.1% -$884 减仓
PSP INVESCO EXCHANGE TRADED FD T $150.00%0 -77-100.0% -$5,165 清仓
BUG GLOBAL X FDS $140.00%1 -823-99.9% -$1.15万 减仓
CEMB ISHARES INC $130.00%0 0— — 清仓
LQTI FIRST TR EXCHANGE-TRADED FD $120.00%1 00.0% — 不变
EMBD GLOBAL X FDS $80.00%0 0— -$8 清仓
— TWO RDS SHARED TR $50.00%0 0— -$5 清仓
L LOEWS CORP $00.00%0 -49,460-100.0% -$520.87万 清仓
MAT MATTEL INC $00.00%0 -249,391-100.0% -$494.79万 清仓
— TEGNA INC $00.00%0 -123,135-100.0% -$239.00万 清仓
— AIM ETF PRODUCTS TRUST $00.00%0 -75,285-100.0% -$209.03万 清仓
WHR WHIRLPOOL CORP $00.00%0 -28,149-100.0% -$203.07万 清仓
SEI SOLARIS ENERGY INFRAS INC $00.00%0 -44,042-100.0% -$202.46万 清仓
AZN ASTRAZENECA PLC $00.00%0 -8,098-100.0% -$148.88万 清仓
MDB MONGODB INC $00.00%0 -2,820-100.0% -$118.35万 清仓
— COMERICA INC $00.00%0 -13,200-100.0% -$114.75万 清仓