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
BTAL AGF INVTS TR $1,034.26万0.05%927,590 154,63920.0% $172.42万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,033.30万0.05%43,668 2,2715.5% $53.74万 加仓
CHRW C H ROBINSON WORLDWIDE IN $1,030.02万0.05%54,689 2,8845.6% $54.32万 加仓
— VIRTUS ETF TR II $1,026.40万0.05%443,753 51,69713.2% $119.57万 加仓
DVY ISHARES TR $1,020.11万0.05%65,266 -33,448-33.9% -$522.79万 减仓
GILD GILEAD SCIENCES INC $1,002.78万0.05%79,370 14,31722.0% $180.88万 加仓
DIS DISNEY WALT CO $994.76万0.05%103,350 16,46318.9% $158.46万 加仓
SCHZ SCHWAB STRATEGIC TR $994.02万0.05%429,753 50,22713.2% $116.17万 加仓
ACWX ISHARES TR $988.28万0.05%129,848 20,96619.3% $159.57万 加仓
WDC WESTERN DIGITAL CORP $981.67万0.05%15,369 8,569126.0% $547.33万 加仓
DIHP DIMENSIONAL ETF TRUST $980.85万0.05%287,426 9,7133.5% $33.15万 加仓
— INNOVATOR ETFS TRUST $970.99万0.05%354,439 354,439— $970.99万 新建仓
PH PARKER-HANNIFIN CORP $966.51万0.05%9,881 2582.7% $25.24万 加仓
COR CENCORA INC $954.15万0.04%33,715 4,30514.6% $121.83万 加仓
VOE VANGUARD INDEX FDS $953.83万0.04%48,269 3,0386.7% $60.03万 加仓
CAH CARDINAL HEALTH INC $941.04万0.04%39,612 30,547337.0% $725.69万 加仓
FTI TECHNIPFMC PLC $940.93万0.04%141,920 -50,613-26.3% -$335.56万 减仓
CEG CONSTELLATION ENERGY CORP $925.69万0.04%37,269 1,6844.7% $41.83万 加仓
— TIDAL TRUST II $924.09万0.04%524,994 -29,853-5.4% -$52.55万 减仓
XTRE BONDBLOXX ETF TRUST $908.63万0.04%185,320 36,82324.8% $180.54万 加仓
XTEN BONDBLOXX ETF TRUST $895.49万0.04%196,467 -54,830-21.8% -$249.91万 减仓
SPTL SPDR SERIES TRUST $891.66万0.04%339,937 -476,019-58.3% -$1,248.60万 减仓
ADBE ADOBE INC $888.53万0.04%43,339 20,30588.2% $416.29万 加仓
LTPZ PIMCO ETF TR $884.01万0.04%174,533 110,326171.8% $558.80万 加仓
TLT ISHARES TR $882.51万0.04%102,119 -456,758-81.7% -$3,947.30万 减仓
XLP SELECT SECTOR SPDR TR $881.29万0.04%106,090 -35,001-24.8% -$290.75万 减仓
NVT NVENT ELEC PLC $879.71万0.04%51,864 5,56112.0% $94.32万 加仓
VRSN VERISIGN INC $866.36万0.04%34,438 1,1843.6% $29.79万 加仓
PCAR PACCAR INC $862.31万0.04%71,786 28,16964.6% $338.37万 加仓
WTV WISDOMTREE TR $861.57万0.04%84,700 4,3105.4% $43.84万 加仓
CDNS CADENCE DESIGN SYSTEM INC $851.33万0.04%22,683 4,34523.7% $163.07万 加仓
TMUS T-MOBILE US INC $846.19万0.04%50,446 6,20914.0% $104.15万 加仓
— TIDAL TRUST II $842.44万0.04%73,705 -930-1.2% -$10.63万 减仓
FCOM FIDELITY COVINGTON TRUST $837.80万0.04%120,581 12,68811.8% $88.16万 加仓
PSLV SPROTT ASSET MANAGEMENT LP $835.41万0.04%442,718 -134,802-23.3% -$254.37万 减仓
BWXT BWX TECHNOLOGIES INC $818.68万0.04%42,057 13,53247.4% $263.41万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $805.55万0.04%507,270 -475,251-48.4% -$754.70万 减仓
— DIMENSIONAL ETF TRUST $804.36万0.04%181,326 9,3325.4% $41.40万 加仓
SPSM SPDR SERIES TRUST $795.05万0.04%137,862 37,18636.9% $214.45万 加仓
IEF ISHARES TR $792.33万0.04%83,781 14,12420.3% $133.57万 加仓
EDIV SPDR INDEX SHS FDS $782.37万0.04%191,018 -7,890-4.0% -$32.32万 减仓
SBUX STARBUCKS CORP $778.90万0.04%76,218 14,44623.4% $147.63万 加仓
APD AIR PRODUCTS AND CHEMICALS I $774.30万0.04%26,409 -341-1.3% -$10.00万 减仓
VYM VANGUARD WHITEHALL FDS $766.79万0.04%48,524 5,70513.3% $90.15万 加仓
SPEM SPDR INDEX SHS FDS $761.83万0.04%147,128 21,28716.9% $110.22万 加仓
COP CONOCOPHILLIPS $758.17万0.04%72,929 8,19012.7% $85.14万 加仓
PZA INVESCO EXCH TRADED FD TR II $747.89万0.03%317,983 91,23440.2% $214.58万 加仓
ZROZ PIMCO ETF TR $746.84万0.03%116,512 78,409205.8% $502.60万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $743.60万0.03%179,266 -2,117-1.2% -$8.78万 减仓
MAS MASCO CORP $732.64万0.03%90,040 3,3353.8% $27.14万 加仓
IAUM ISHARES GOLD TRUST MICRO $730.38万0.03%182,548 -70,804-27.9% -$283.29万 减仓
IWM ISHARES TR $728.74万0.03%24,254 -4,326-15.1% -$129.98万 减仓
WAT WATERS CORP $721.09万0.03%19,227 18,3101,996.7% $686.70万 加仓
FNDX SCHWAB STRATEGIC TR $719.12万0.03%231,227 11,2535.1% $35.00万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $716.94万0.03%116,652 13,24112.8% $81.38万 加仓
BIL SPDR SERIES TRUST $715.37万0.03%78,064 -77,105-49.7% -$706.59万 减仓
SHOP SHOPIFY INC $714.94万0.03%62,616 16,52535.9% $188.68万 加仓
FREL FIDELITY COVINGTON TRUST $710.53万0.03%242,504 -4,726-1.9% -$13.85万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $709.25万0.03%14,851 1,97515.3% $94.32万 加仓
HON HONEYWELL INTL INC $706.35万0.03%31,552 -6,253-16.5% -$139.99万 减仓
TCAF T ROWE PRICE EXCHANGE-TRADED $703.18万0.03%171,089 58,97252.6% $242.37万 加仓
AMT AMERICAN TOWER CORP $696.48万0.03%42,581 5,56615.0% $91.04万 加仓
SYY SYSCO CORP $692.00万0.03%82,795 -1,211-1.4% -$10.12万 减仓
IWF ISHARES TR $686.03万0.03%55,249 5,10910.2% $63.44万 加仓
VV VANGUARD INDEX FDS $685.58万0.03%19,934 9,20585.8% $316.58万 加仓
IJH ISHARES TR $680.34万0.03%88,229 -2,409-2.7% -$18.58万 减仓
SJM SMUCKER J M CO $677.86万0.03%60,254 6,15611.4% $69.26万 加仓
CIEN CIENA CORP $677.83万0.03%13,817 10,865368.1% $533.01万 加仓
— WISDOMTREE TR $674.27万0.03%153,062 -99,251-39.3% -$437.22万 减仓
AXP AMERICAN EXPRESS CO $673.71万0.03%19,918 1,4798.0% $50.03万 加仓
NEE NEXTERA ENERGY INC $671.19万0.03%76,470 -149,998-66.2% -$1,316.55万 减仓
IGOV ISHARES TR $670.66万0.03%163,454 48,68942.4% $199.77万 加仓
BIV VANGUARD BD INDEX FDS $667.44万0.03%87,020 31,50156.7% $241.61万 加仓
SO SOUTHERN CO $667.01万0.03%69,691 10,64018.0% $101.83万 加仓
CI THE CIGNA GROUP $666.40万0.03%24,173 -4,482-15.6% -$123.56万 减仓
FLEX FLEX LTD $664.70万0.03%41,013 -1,161-2.8% -$18.82万 减仓
— ISHARES TR $663.92万0.03%154,473 -101,111-39.6% -$434.57万 减仓
QGRO AMERICAN CENTY ETF TR $657.75万0.03%55,718 8,28117.5% $97.76万 加仓
TBIL RBB FD INC $657.73万0.03%131,916 82,254165.6% $410.12万 加仓
— INNOVATOR ETFS TRUST $656.31万0.03%252,750 250,78912,788.8% $651.22万 加仓
VWO VANGUARD INTL EQUITY INDEX F $653.21万0.03%109,434 8,7528.7% $52.24万 加仓
APP APPLOVIN CORP $652.62万0.03%12,667 2,04519.3% $105.36万 加仓
SPHY SPDR SERIES TRUST $651.89万0.03%278,112 -54,960-16.5% -$128.83万 减仓
TJX TJX COS INC NEW $651.24万0.03%42,987 2,7866.9% $42.21万 加仓
NEM NEWMONT CORP $648.25万0.03%69,404 -2,321-3.2% -$21.68万 减仓
ISRG INTUITIVE SURGICAL INC $640.29万0.03%16,101 -4,943-23.5% -$196.57万 减仓
BSV VANGUARD BD INDEX FDS $639.07万0.03%82,025 4030.5% $3.14万 加仓
RWL INVESCO EXCH TRADED FD TR II $637.37万0.03%49,888 1,1872.4% $15.17万 加仓
JCPI J P MORGAN EXCHANGE TRADED F $636.83万0.03%133,089 21,67619.5% $103.72万 加仓
FBCG FIDELITY COVINGTON TRUST $634.93万0.03%102,227 57,024126.2% $354.18万 加仓
— STERLING CAP FDS $634.92万0.03%254,171 -4,440-1.7% -$11.09万 减仓
FLV AMERICAN CENTY ETF TR $628.30万0.03%77,282 16,90528.0% $137.44万 加仓
ALL ALLSTATE CORP $619.91万0.03%26,054 5,96429.7% $141.90万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $619.77万0.03%135,675 -46,726-25.6% -$213.45万 减仓
DELL DELL TECHNOLOGIES INC $604.24万0.03%14,004 7615.7% $32.84万 加仓
ARCC ARES CAPITAL CORP $601.04万0.03%324,360 45,88816.5% $85.03万 加仓
QQQM INVESCO EXCH TRADED FD TR II $600.61万0.03%19,824 2,27813.0% $69.02万 加仓
ANGL VANECK ETF TRUST $600.56万0.03%205,389 7,4083.7% $21.66万 加仓
— FIRST TR EXCHNG TRADED FD VI $600.01万0.03%157,804 157,741250,382.5% $599.77万 加仓
VO VANGUARD INDEX FDS $595.04万0.03%73,855 4,0435.8% $32.57万 加仓