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
KEY KEYCORP $2,353.24万0.11%1,020,932 -410,687-28.7% -$946.63万 减仓
SWKS SKYWORKS SOLUTIONS INC $2,339.19万0.11%345,014 33,13410.6% $224.65万 加仓
APA APA CORPORATION $2,338.67万0.11%718,044 532,812287.6% $1,735.37万 加仓
XLK SELECT SECTOR SPDR TR $2,336.82万0.11%122,656 78,769179.5% $1,500.69万 加仓
ADM ARCHER DANIELS MIDLAND CO $2,316.47万0.11%303,203 -172,621-36.3% -$1,318.82万 减仓
PNW PINNACLE WEST CAP CORP $2,315.54万0.11%216,403 27,13814.3% $290.38万 加仓
ACN ACCENTURE PLC IRELAND $2,315.37万0.11%186,062 -69,817-27.3% -$868.81万 减仓
FLDR FIDELITY MERRIMACK STR TR $2,278.57万0.11%454,714 27,4066.4% $137.33万 加仓
DFCF DIMENSIONAL ETF TRUST $2,271.59万0.11%538,163 4,7530.9% $20.06万 加仓
PPL PPL CORP $2,258.85万0.11%621,417 85,40715.9% $310.45万 加仓
IWP ISHARES TR $2,238.48万0.10%152,890 33,46128.0% $489.91万 加仓
DTE DTE ENERGY CO $2,225.56万0.10%146,060 10,0117.4% $152.54万 加仓
GLDM WORLD GOLD TR $2,203.82万0.10%277,490 28,10011.3% $223.17万 加仓
IEI ISHARES TR $2,156.91万0.10%183,643 -9,050-4.7% -$106.29万 减仓
AGEM ABRDN FDS $2,144.24万0.10%434,232 -13,819-3.1% -$68.24万 减仓
— COLLABORATIVE INVESTMNT SER $2,108.74万0.10%440,323 -5,925-1.3% -$28.38万 减仓
ADI ANALOG DEVICES INC $2,107.51万0.10%53,058 10,17923.7% $404.32万 加仓
XSVN BONDBLOXX ETF TRUST $2,106.47万0.10%445,622 -69,693-13.5% -$329.44万 减仓
ATR APTARGROUP INC $2,077.01万0.10%165,893 14,1589.3% $177.26万 加仓
ETR ENTERGY CORP NEW $2,063.13万0.10%179,618 -11,004-5.8% -$126.39万 减仓
FNB F N B CORP $2,054.12万0.10%1,076,584 1,076,584— $2,054.12万 新建仓
XFIV BONDBLOXX ETF TRUST $2,028.38万0.09%416,674 2810.1% $1.37万 加仓
DON WISDOMTREE TR $2,011.33万0.09%355,863 -2,576-0.7% -$14.56万 减仓
EMR EMERSON ELEC CO $2,003.19万0.09%139,937 11,5799.0% $165.75万 加仓
FGD FIRST TR EXCHANGE-TRADED FD $1,991.91万0.09%622,667 -20,296-3.2% -$64.93万 减仓
— SPDR INDEX SHS FDS $1,971.67万0.09%246,742 -8,083-3.2% -$64.59万 减仓
GEV GE VERNOVA INC $1,969.98万0.09%16,767 5483.4% $64.39万 加仓
JSI JANUS DETROIT STR TR $1,969.00万0.09%384,496 -26,085-6.4% -$133.58万 减仓
VEA VANGUARD TAX-MANAGED FDS $1,935.80万0.09%271,691 26,71410.9% $190.34万 加仓
TYL TYLER TECHNOLOGIES INC $1,925.44万0.09%65,836 64,2494,048.5% $1,879.03万 加仓
MRSH MARSH & MCLENNAN COS INC $1,792.59万0.08%107,554 7,0947.1% $118.23万 加仓
GLD SPDR GOLD TR $1,782.68万0.08%48,392 -10,334-17.6% -$380.69万 减仓
XLB SELECT SECTOR SPDR TR $1,770.32万0.08%348,281 -37,654-9.8% -$191.40万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1,744.19万0.08%107,973 5,0874.9% $82.17万 加仓
MRVL MARVELL TECHNOLOGY INC $1,719.01万0.08%57,705 -33,225-36.5% -$989.76万 减仓
FDS FACTSET RESH SYS INC $1,715.13万0.08%74,546 72,2123,093.9% $1,661.43万 加仓
COLM COLUMBIA SPORTSWEAR CO $1,705.08万0.08%275,811 20,6108.1% $127.41万 加仓
BINC BLACKROCK ETF TRUST II $1,681.63万0.08%321,288 -65,655-17.0% -$343.64万 减仓
IGSB ISHARES TR $1,657.77万0.08%316,308 -136,988-30.2% -$717.96万 减仓
SRE SEMPRA $1,649.37万0.08%177,909 -4,664-2.6% -$43.24万 减仓
FOXY SIMPLIFY EXCHANGE TRADED FUN $1,643.91万0.08%551,834 39,8147.8% $118.61万 加仓
RSG REPUBLIC SVCS INC $1,641.81万0.08%77,052 5,7988.1% $123.54万 加仓
SBAR SIMPLIFY EXCHANGE TRADED FUN $1,629.35万0.08%636,465 45,4627.7% $116.38万 加仓
AVLC AMERICAN CENTY ETF TR $1,621.48万0.08%180,245 29,64619.7% $266.69万 加仓
QUAL ISHARES TR $1,608.14万0.07%73,287 -228,684-75.7% -$5,018.02万 减仓
IALT BLACKROCK ETF TRUST $1,603.15万0.07%571,535 571,535— $1,603.15万 新建仓
XEL XCEL ENERGY INC $1,594.27万0.07%198,538 -25,997-11.6% -$208.76万 减仓
MCO MOODYS CORP $1,586.85万0.07%35,034 2,1796.6% $98.70万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $1,549.57万0.07%768,253 64,5699.2% $130.24万 加仓
XLRE SELECT SECTOR SPDR TR $1,529.25万0.07%347,324 16,6895.0% $73.48万 加仓
OUNZ VANECK MERK GOLD ETF $1,471.94万0.07%381,430 -64,656-14.5% -$249.51万 减仓
QFLR INNOVATOR ETFS TRUST $1,471.72万0.07%403,431 3,7020.9% $13.50万 加仓
PEP PEPSICO INC $1,471.33万0.07%108,664 -31,785-22.6% -$430.37万 减仓
FDLO FIDELITY COVINGTON TRUST $1,470.47万0.07%215,183 22,05911.4% $150.74万 加仓
AVLV AMERICAN CENTY ETF TR $1,469.17万0.07%161,076 95,207144.5% $868.38万 加仓
QCOM QUALCOMM INC $1,468.52万0.07%79,467 27,44352.8% $507.14万 加仓
BALT INNOVATOR ETFS TRUST $1,464.26万0.07%427,273 -166,901-28.1% -$571.97万 减仓
TAN INVESCO EXCH TRADED FD TR II $1,464.16万0.07%247,534 38,53318.4% $227.92万 加仓
IAGG ISHARES TR $1,442.27万0.07%285,032 -5,269-1.8% -$26.66万 减仓
SCHG SCHWAB STRATEGIC TR $1,375.38万0.06%406,437 12,0123.0% $40.65万 加仓
VGT VANGUARD WORLD FD $1,373.97万0.06%114,957 2,6612.4% $31.80万 加仓
VUSB VANGUARD BD INDEX FDS $1,350.45万0.06%271,284 -34,010-11.1% -$169.30万 减仓
— FIDELITY COVINGTON TRUST $1,339.30万0.06%377,266 377,207639,333.9% $1,339.09万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1,336.10万0.06%13,845 -69,678-83.4% -$6,724.23万 减仓
SPTI SPDR SERIES TRUST $1,321.04万0.06%465,318 34,4848.0% $97.90万 加仓
KO COCA COLA CO $1,301.38万0.06%160,128 11,6777.9% $94.90万 加仓
VGLT VANGUARD SCOTTSDALE FDS $1,290.63万0.06%233,894 -13,818-5.6% -$76.25万 减仓
VGSH VANGUARD SCOTTSDALE FDS $1,286.48万0.06%221,044 9,7994.6% $57.03万 加仓
KLAC KLA CORP $1,274.28万0.06%42,234 -30,426-41.9% -$918.01万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,264.27万0.06%346,091 14,1934.3% $51.85万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $1,263.67万0.06%787,825 87,90212.6% $140.99万 加仓
GDX VANECK ETF TRUST $1,252.26万0.06%165,971 145,358705.2% $1,096.73万 加仓
VXUS VANGUARD STAR FDS $1,248.95万0.06%146,093 -3,417-2.3% -$29.21万 减仓
SPDW SPDR INDEX SHS FDS $1,225.57万0.06%243,217 -1,366-0.6% -$6.88万 减仓
JBBB JANUS DETROIT STR TR $1,209.56万0.06%255,448 -16,443-6.0% -$77.86万 减仓
PANW PALO ALTO NETWORKS INC $1,203.12万0.06%35,280 -6,103-14.7% -$208.13万 减仓
VBR VANGUARD INDEX FDS $1,188.27万0.06%48,902 1,8674.0% $45.37万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $1,185.29万0.06%470,914 314,545201.2% $791.71万 加仓
DFEV DIMENSIONAL ETF TRUST $1,176.95万0.05%275,843 6020.2% $2.57万 加仓
CLOA BLACKROCK ETF TRUST II $1,176.59万0.05%226,661 -47,712-17.4% -$247.67万 减仓
DFAE DIMENSIONAL ETF TRUST $1,169.29万0.05%290,795 3,2391.1% $13.02万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,160.03万0.05%15,201 1,1548.2% $88.07万 加仓
MGK VANGUARD WORLD FD $1,143.52万0.05%130,079 58,44981.6% $513.82万 加仓
SCHD SCHWAB STRATEGIC TR $1,139.53万0.05%359,359 54,32417.8% $172.26万 加仓
ENTG ENTEGRIS INC $1,139.06万0.05%63,329 3,6636.1% $65.88万 加仓
XLSR SSGA ACTIVE TR $1,137.54万0.05%175,384 18,01811.4% $116.86万 加仓
AVMC AMERICAN CENTY ETF TR $1,132.86万0.05%141,166 28,07624.8% $225.31万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $1,120.70万0.05%61,866 61,866— $1,120.70万 新建仓
SIL GLOBAL X FDS $1,111.29万0.05%143,467 141,5197,264.8% $1,096.20万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $1,105.24万0.05%195,686 -109,046-35.8% -$615.89万 减仓
GGOV BLACKROCK ETF TRUST II $1,093.16万0.05%217,371 217,371— $1,093.16万 新建仓
FNCL FIDELITY COVINGTON TRUST $1,087.81万0.05%142,087 18,55415.0% $142.05万 加仓
MUNI PIMCO ETF TR $1,084.44万0.05%206,167 128,141164.2% $674.02万 加仓
— INVESCO ACTIVELY MANAGED EXC $1,079.58万0.05%263,698 263,618329,522.5% $1,079.25万 加仓
FCX FREEPORT MCMORAN INC $1,079.51万0.05%171,651 -656-0.4% -$4.13万 减仓
SFLR INNOVATOR ETFS TRUST $1,075.30万0.05%278,719 31,47512.7% $121.43万 加仓
UPS UNITED PARCEL SVCS INC $1,058.61万0.05%98,477 30,71145.3% $330.14万 加仓
DFIV DIMENSIONAL ETF TRUST $1,057.41万0.05%195,742 6,5273.4% $35.26万 加仓
UNP UNION PAC CORP $1,046.36万0.05%38,471 -84-0.2% -$2.28万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $1,035.21万0.05%127,709 27,48727.4% $222.81万 加仓