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 |
|---|---|---|---|---|---|---|---|---|
| — | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | -620 | -100.0% | -$6,882 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $0 | 0.00% | 0 | -12,563 | -100.0% | -$5,235 | 清仓 |
| TECL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -42 | -100.0% | -$4,935 | 清仓 |
| — | ARK ETF TR | $0 | 0.00% | 0 | -200 | -100.0% | -$4,468 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -157 | -100.0% | -$3,761 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -144 | -100.0% | -$3,588 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -71 | -100.0% | -$2,945 | 清仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -76 | -100.0% | -$2,932 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$2,875 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -94 | -100.0% | -$2,251 | 清仓 |
| SHE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -17 | -100.0% | -$2,245 | 清仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -23 | -100.0% | -$2,147 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -140 | -100.0% | -$1,932 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -56 | -100.0% | -$1,890 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -53 | -100.0% | -$1,802 | 清仓 |
| SOXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -90 | -100.0% | -$1,624 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -41 | -100.0% | -$1,583 | 清仓 |
| TDTT | FLEXSHARES TR | $0 | 0.00% | 0 | -65 | -100.0% | -$1,564 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -51 | -100.0% | -$1,501 | 清仓 |
| — | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -18 | -100.0% | -$1,369 | 清仓 |
| EWA | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -35 | -100.0% | -$1,112 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -31 | -100.0% | -$975 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -38 | -100.0% | -$974 | 清仓 |
| IBMQ | ISHARES TR | $0 | 0.00% | 0 | -38 | -100.0% | -$972 | 清仓 |
| IBMR | ISHARES TR | $0 | 0.00% | 0 | -38 | -100.0% | -$966 | 清仓 |
| IBMP | ISHARES TR | $0 | 0.00% | 0 | -38 | -100.0% | -$965 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -17 | -100.0% | -$653 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -16 | -100.0% | -$446 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -13 | -100.0% | -$314 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -8 | -100.0% | -$224 | 清仓 |
| IBTK | ISHARES TR | $0 | 0.00% | 0 | -8 | -100.0% | -$161 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -2 | -100.0% | -$96 | 清仓 |
| — | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -3 | -100.0% | -$73 | 清仓 |