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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $2,020.38万 | 0.11% | 223,518 | 22,368 | 11.1% | $202.18万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $2,009.62万 | 0.11% | 446,086 | 437,945 | 5,379.5% | $1,972.94万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,009.40万 | 0.11% | 386,943 | 5,249 | 1.4% | $27.26万 | 加仓 |
| DTE | DTE ENERGY CO | $1,989.32万 | 0.11% | 136,049 | 12,876 | 10.5% | $188.27万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,988.40万 | 0.11% | 594,174 | -94,367 | -13.7% | -$315.80万 | 减仓 |
| OGE | OGE ENERGY CORP | $1,985.89万 | 0.11% | 414,072 | 47,314 | 12.9% | $226.92万 | 加仓 |
| APH | AMPHENOL CORP | $1,984.23万 | 0.11% | 157,042 | 4,203 | 2.7% | $53.11万 | 加仓 |
| — | SPDR INDEX SHS FDS | $1,966.03万 | 0.11% | 254,825 | -89,930 | -26.1% | -$693.83万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $1,952.23万 | 0.11% | 475,458 | 475,458 | — | $1,952.23万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $1,946.81万 | 0.11% | 479,003 | 478,568 | 110,015.6% | $1,945.04万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1,928.53万 | 0.10% | 385,935 | 132,674 | 52.4% | $662.98万 | 加仓 |
| ATR | APTARGROUP INC | $1,912.18万 | 0.10% | 151,735 | -182,972 | -54.7% | -$2,305.83万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1,906.85万 | 0.10% | 189,265 | 29,681 | 18.6% | $299.04万 | 加仓 |
| DON | WISDOMTREE TR | $1,883.23万 | 0.10% | 358,439 | 22,965 | 6.8% | $120.66万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $1,882.14万 | 0.10% | 845,148 | 37,807 | 4.7% | $84.20万 | 加仓 |
| AGEM | ABRDN FDS | $1,817.48万 | 0.10% | 448,051 | -3,931 | -0.9% | -$15.95万 | 减仓 |
| CAT | CATERPILLAR INC | $1,810.18万 | 0.10% | 25,550 | 1,036 | 4.2% | $73.40万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,809.81万 | 0.10% | 249,767 | 11,529 | 4.8% | $83.54万 | 加仓 |
| MUB | ISHARES TR | $1,802.82万 | 0.10% | 169,836 | -279,968 | -62.2% | -$2,971.88万 | 减仓 |
| XEL | XCEL ENERGY INC | $1,783.72万 | 0.10% | 224,535 | 31,062 | 16.1% | $246.76万 | 加仓 |
| IYM | ISHARES TR | $1,781.84万 | 0.10% | 101,287 | 83,987 | 485.5% | $1,477.50万 | 加仓 |
| SRE | SEMPRA | $1,774.07万 | 0.10% | 182,573 | 13,908 | 8.2% | $135.14万 | 加仓 |
| GPC | GENUINE PARTS CO | $1,756.70万 | 0.09% | 166,117 | 2,718 | 1.7% | $28.74万 | 加仓 |
| — | ELEVATION SERIES TRUST | $1,749.79万 | 0.09% | 425,730 | 320,857 | 305.9% | $1,318.75万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,742.48万 | 0.09% | 100,460 | -212 | -0.2% | -$3.68万 | 减仓 |
| MRK | MERCK & CO INC | $1,733.20万 | 0.09% | 144,082 | -8,425 | -5.5% | -$101.35万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,727.22万 | 0.09% | 304,732 | 61,000 | 25.0% | $345.75万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1,721.25万 | 0.09% | 482,141 | 107,290 | 28.6% | $383.03万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,701.73万 | 0.09% | 982,521 | 982,521 | — | $1,701.73万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $1,693.01万 | 0.09% | 436,021 | 1,294 | 0.3% | $5.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,681.75万 | 0.09% | 128,358 | -27,574 | -17.7% | -$361.27万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,673.90万 | 0.09% | 206,782 | 25,999 | 14.4% | $210.46万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,670.10万 | 0.09% | 311,880 | 108,541 | 53.4% | $581.23万 | 加仓 |
| BBY | BEST BUY INC | $1,624.76万 | 0.09% | 253,078 | 57,958 | 29.7% | $372.09万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $1,614.64万 | 0.09% | 556,747 | 1,797 | 0.3% | $5.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,569.82万 | 0.08% | 244,977 | 14,368 | 6.2% | $92.07万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,560.66万 | 0.08% | 71,254 | 2,721 | 4.0% | $59.60万 | 加仓 |
| INTC | INTEL CORP | $1,541.58万 | 0.08% | 349,326 | 71,599 | 25.8% | $315.97万 | 加仓 |
| IWP | ISHARES TR | $1,530.12万 | 0.08% | 119,429 | 24,215 | 25.4% | $310.24万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,519.91万 | 0.08% | 305,294 | 119,572 | 64.4% | $595.29万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $1,497.15万 | 0.08% | 512,020 | 105,207 | 25.9% | $307.63万 | 加仓 |
| DVY | ISHARES TR | $1,494.63万 | 0.08% | 98,714 | 89,198 | 937.3% | $1,350.55万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1,494.14万 | 0.08% | 950,471 | 128,032 | 15.6% | $201.27万 | 加仓 |
| IAGG | ISHARES TR | $1,452.67万 | 0.08% | 290,301 | 39,754 | 15.9% | $198.93万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1,450.32万 | 0.08% | 591,003 | 155,356 | 35.7% | $381.24万 | 加仓 |
| MCO | MOODYS CORP | $1,433.40万 | 0.08% | 32,855 | 569 | 1.8% | $24.82万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1,432.00万 | 0.08% | 703,684 | -63,698 | -8.3% | -$129.63万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,422.21万 | 0.08% | 274,373 | 42,631 | 18.4% | $220.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,421.97万 | 0.08% | 155,169 | 67,067 | 76.1% | $614.60万 | 加仓 |
| GEV | GE VERNOVA INC | $1,415.87万 | 0.08% | 16,219 | -2,830 | -14.9% | -$247.05万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,410.28万 | 0.08% | 581,081 | 576,027 | 11,397.4% | $1,398.02万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,408.57万 | 0.08% | 577,520 | 503,952 | 685.0% | $1,229.14万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $1,398.77万 | 0.08% | 255,201 | 255,201 | — | $1,398.77万 | 新建仓 |
| — | COLLABORATIVE INVESTMNT SER | $1,386.96万 | 0.07% | 446,248 | -1,936 | -0.4% | -$6.02万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,371.21万 | 0.07% | 247,712 | -293 | -0.1% | -$1.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,364.26万 | 0.07% | 42,879 | 2,503 | 6.2% | $79.64万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,349.97万 | 0.07% | 330,635 | 48,069 | 17.0% | $196.26万 | 加仓 |
| GCOW | PACER FDS TR | $1,336.04万 | 0.07% | 288,935 | 286,511 | 11,819.8% | $1,324.83万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,333.93万 | 0.07% | 68,708 | 9,638 | 16.3% | $187.12万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,331.10万 | 0.07% | 399,729 | 43,972 | 12.4% | $146.43万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1,330.98万 | 0.07% | 192,533 | -2,366 | -1.2% | -$16.36万 | 减仓 |
| HPQ | HP INC | $1,301.77万 | 0.07% | 677,654 | 67,642 | 11.1% | $129.94万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,296.43万 | 0.07% | 206,603 | 28,720 | 16.1% | $180.22万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $1,267.16万 | 0.07% | 271,891 | 60,436 | 28.6% | $281.66万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $1,247.39万 | 0.07% | 193,124 | 75,910 | 64.8% | $490.30万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,236.63万 | 0.07% | 211,245 | -713,310 | -77.2% | -$4,175.72万 | 减仓 |
| NI | NISOURCE INC | $1,236.48万 | 0.07% | 264,998 | 31,247 | 13.4% | $145.80万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,234.77万 | 0.07% | 430,834 | 27,701 | 6.9% | $79.39万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,221.06万 | 0.07% | 31,848 | 9,119 | 40.1% | $349.62万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $1,214.83万 | 0.07% | 446,281 | 68,612 | 18.2% | $186.77万 | 加仓 |
| IAUM | ISHARES GOLD TR | $1,183.15万 | 0.06% | 253,352 | -316,675 | -55.6% | -$1,478.87万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,167.90万 | 0.06% | 150,599 | 10,513 | 7.5% | $81.53万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $1,164.34万 | 0.06% | 209,001 | 206,187 | 7,327.2% | $1,148.67万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,156.66万 | 0.06% | 141,091 | 107,673 | 322.2% | $882.70万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,153.45万 | 0.06% | 102,886 | 31,645 | 44.4% | $354.77万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,152.87万 | 0.06% | 149,510 | 103,682 | 226.2% | $799.49万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,152.44万 | 0.06% | 251,297 | 16,293 | 6.9% | $74.72万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,148.96万 | 0.06% | 394,425 | 42,952 | 12.2% | $125.12万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $1,132.98万 | 0.06% | 333,033 | 196,849 | 144.5% | $669.68万 | 加仓 |
| KO | COCA COLA CO | $1,128.97万 | 0.06% | 148,451 | 1,953 | 1.3% | $14.85万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,128.42万 | 0.06% | 234,843 | -4,835 | -2.0% | -$23.23万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,120.82万 | 0.06% | 331,898 | 39,840 | 13.6% | $134.54万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,116.52万 | 0.06% | 244,583 | 12,403 | 5.3% | $56.62万 | 加仓 |
| — | WISDOMTREE TR | $1,096.56万 | 0.06% | 252,313 | 60,493 | 31.5% | $262.90万 | 加仓 |
| BTAL | AGF INVTS TR | $1,079.04万 | 0.06% | 772,951 | 370,041 | 91.8% | $516.58万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,073.68万 | 0.06% | 699,923 | -64,484 | -8.4% | -$98.92万 | 减仓 |
| KLAC | KLA CORP | $1,070.19万 | 0.06% | 7,266 | 1,322 | 22.2% | $194.71万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,059.49万 | 0.06% | 109,823 | -87,283 | -44.3% | -$842.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,021.85万 | 0.06% | 47,035 | 1,085 | 2.4% | $23.57万 | 加仓 |
| — | ISHARES TR | $1,014.03万 | 0.05% | 255,584 | 61,743 | 31.9% | $244.97万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $1,012.82万 | 0.05% | 172,307 | 4,746 | 2.8% | $27.90万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $998.68万 | 0.05% | 189,215 | 3,519 | 1.9% | $18.57万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $993.74万 | 0.05% | 35,585 | 2,702 | 8.2% | $75.46万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $984.81万 | 0.05% | 275,241 | 3,895 | 1.4% | $13.94万 | 加仓 |
| VGT | VANGUARD WORLD FD | $979.40万 | 0.05% | 14,037 | 1,252 | 9.8% | $87.36万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $973.66万 | 0.05% | 287,556 | 5,325 | 1.9% | $18.03万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $970.07万 | 0.05% | 21,044 | 4,164 | 24.7% | $191.95万 | 加仓 |
| — | TIDAL TRUST II | $968.15万 | 0.05% | 554,847 | 9,016 | 1.7% | $15.73万 | 加仓 |
| ETN | EATON CORP PLC | $960.33万 | 0.05% | 26,849 | 6,352 | 31.0% | $227.20万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $935.85万 | 0.05% | 305,035 | -139,135 | -31.3% | -$426.87万 | 减仓 |