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 |
|---|---|---|---|---|---|---|---|---|
| JCPI | J P MORGAN EXCHANGE TRADED F | $539.01万 | 0.03% | 111,413 | 24,785 | 28.6% | $119.91万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $536.40万 | 0.03% | 40,966 | -9,160 | -18.3% | -$119.94万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $536.16万 | 0.03% | 209,275 | 18,031 | 9.4% | $46.20万 | 加仓 |
| IWF | ISHARES TR | $534.51万 | 0.03% | 12,535 | -5,058 | -28.8% | -$215.68万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $530.97万 | 0.03% | 65,869 | 9,356 | 16.6% | $75.42万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $527.67万 | 0.03% | 115,920 | 536 | 0.5% | $2.44万 | 加仓 |
| MGK | VANGUARD WORLD FD | $526.38万 | 0.03% | 14,326 | -653 | -4.4% | -$23.99万 | 减仓 |
| MAS | MASCO CORP | $523.45万 | 0.03% | 86,705 | -42,864 | -33.1% | -$258.77万 | 减仓 |
| SJM | SMUCKER J M CO | $521.73万 | 0.03% | 54,098 | 10,034 | 22.8% | $96.77万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $521.07万 | 0.03% | 226,749 | 99,021 | 77.5% | $227.55万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $519.77万 | 0.03% | 96,665 | 12,874 | 15.4% | $69.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $516.89万 | 0.03% | 55,995 | 8,119 | 17.0% | $74.95万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $516.38万 | 0.03% | 6,681 | 1,207 | 22.0% | $93.29万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $509.54万 | 0.03% | 18,338 | 2,207 | 13.7% | $61.32万 | 加仓 |
| FMC | FMC CORP | $506.84万 | 0.03% | 294,333 | 294,333 | — | $506.84万 | 新建仓 |
| SHV | ISHARES TR | $504.58万 | 0.03% | 45,709 | 33,229 | 266.3% | $366.81万 | 加仓 |
| PCAR | PACCAR INC | $503.79万 | 0.03% | 43,617 | 6,676 | 18.1% | $77.11万 | 加仓 |
| NDAQ | NASDAQ INC | $502.22万 | 0.03% | 59,162 | 2,069 | 3.6% | $17.56万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $501.81万 | 0.03% | 278,472 | 48,439 | 21.1% | $87.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $501.24万 | 0.03% | 17,453 | -893 | -4.9% | -$25.65万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $500.97万 | 0.03% | 193,498 | -24,763 | -11.3% | -$64.11万 | 减仓 |
| LOW | LOWES COS INC | $499.01万 | 0.03% | 21,120 | 2,341 | 12.5% | $55.31万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $498.23万 | 0.03% | 47,437 | 4,505 | 10.5% | $47.32万 | 加仓 |
| — | ELEVATION SERIES TRUST | $496.64万 | 0.03% | 205,955 | 205,955 | — | $496.64万 | 新建仓 |
| — | PALMER SQUARE FUNDS TR | $496.46万 | 0.03% | 242,888 | 6,396 | 2.7% | $13.07万 | 加仓 |
| FLOT | ISHARES TR | $494.73万 | 0.03% | 97,101 | -4,930 | -4.8% | -$25.12万 | 减仓 |
| WM | WASTE MGMT INC DEL | $493.19万 | 0.03% | 21,462 | 4,816 | 28.9% | $110.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $490.38万 | 0.03% | 24,133 | 978 | 4.2% | $19.87万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $488.10万 | 0.03% | 103,786 | 899 | 0.9% | $4.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $487.16万 | 0.03% | 182,307 | 5,585 | 3.2% | $14.92万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $486.47万 | 0.03% | 100,676 | 4,970 | 5.2% | $24.02万 | 加仓 |
| VST | VISTRA CORP | $484.00万 | 0.03% | 32,195 | 4,901 | 18.0% | $73.68万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $482.37万 | 0.03% | 125,551 | 6,020 | 5.0% | $23.13万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $479.29万 | 0.03% | 24,974 | 6,973 | 38.7% | $133.82万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $472.76万 | 0.03% | 50,965 | 2,846 | 5.9% | $26.40万 | 加仓 |
| — | TIDAL TRUST II | $471.77万 | 0.03% | 74,635 | 2,703 | 3.8% | $17.09万 | 加仓 |
| IGOV | ISHARES TR | $471.24万 | 0.03% | 114,765 | 17,158 | 17.6% | $70.45万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $463.00万 | 0.03% | 60,377 | 6,882 | 12.9% | $52.77万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $462.20万 | 0.02% | 77,317 | -24,761 | -24.3% | -$148.02万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $458.42万 | 0.02% | 218,711 | 8,226 | 3.9% | $17.24万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $457.99万 | 0.02% | 44,606 | -25,932 | -36.8% | -$266.25万 | 减仓 |
| IXUS | ISHARES TR | $456.92万 | 0.02% | 52,738 | -510 | -1.0% | -$4.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $454.69万 | 0.02% | 131,908 | 22,007 | 20.0% | $75.86万 | 加仓 |
| ASML | ASML HLDG NV | $452.98万 | 0.02% | 3,429 | 165 | 5.1% | $21.80万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $450.97万 | 0.02% | 62,976 | -158,503 | -71.6% | -$1,135.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $450.58万 | 0.02% | 47,945 | -22,504 | -31.9% | -$211.49万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $450.21万 | 0.02% | 69,263 | 56,742 | 453.2% | $368.83万 | 加仓 |
| IWO | ISHARES TR | $444.92万 | 0.02% | 14,178 | -252,267 | -94.7% | -$7,916.35万 | 减仓 |
| — | PIMCO ETF TR | $440.77万 | 0.02% | 93,656 | 93,656 | — | $440.77万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $435.27万 | 0.02% | 73,500 | 6,868 | 10.3% | $40.67万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $435.17万 | 0.02% | 12,876 | -1,053 | -7.6% | -$35.59万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $428.50万 | 0.02% | 55,519 | 16,857 | 43.6% | $130.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $428.24万 | 0.02% | 16,350 | 762 | 4.9% | $19.96万 | 加仓 |
| BA | BOEING CO | $427.96万 | 0.02% | 21,503 | 5,649 | 35.6% | $112.43万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $427.67万 | 0.02% | 59,457 | -173,560 | -74.5% | -$1,248.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $427.52万 | 0.02% | 7,074 | 144 | 2.1% | $8.70万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $424.57万 | 0.02% | 120,037 | -16,066 | -11.8% | -$56.83万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $423.62万 | 0.02% | 92,312 | 26,057 | 39.3% | $119.58万 | 加仓 |
| APP | APPLOVIN CORP | $422.75万 | 0.02% | 10,622 | -1,446 | -12.0% | -$57.55万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $421.60万 | 0.02% | 80,782 | 1,787 | 2.3% | $9.33万 | 加仓 |
| DE | DEERE & CO | $421.21万 | 0.02% | 7,476 | -712 | -8.7% | -$40.11万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $419.82万 | 0.02% | 42,656 | 4,095 | 10.6% | $40.30万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $416.92万 | 0.02% | 17,546 | -2,303 | -11.6% | -$54.72万 | 减仓 |
| ALL | ALLSTATE CORP | $416.57万 | 0.02% | 20,090 | 11,144 | 124.6% | $231.07万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $415.67万 | 0.02% | 94,085 | 979 | 1.1% | $4.33万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $410.30万 | 0.02% | 145,708 | 494 | 0.3% | $1.39万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $409.46万 | 0.02% | 16,342 | 2,623 | 19.1% | $65.72万 | 加仓 |
| SLB | SLB LIMITED | $408.70万 | 0.02% | 79,529 | 36,426 | 84.5% | $187.20万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $408.60万 | 0.02% | 148,013 | 661 | 0.4% | $1.82万 | 加仓 |
| MUNI | PIMCO ETF TR | $407.22万 | 0.02% | 78,026 | 77,874 | 51,232.9% | $406.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $407.21万 | 0.02% | 172,184 | 8,112 | 4.9% | $19.18万 | 加仓 |
| EMHY | ISHARES INC | $401.74万 | 0.02% | 102,016 | 5,432 | 5.6% | $21.39万 | 加仓 |
| HYEM | VANECK ETF TRUST | $400.61万 | 0.02% | 203,045 | 11,508 | 6.0% | $22.71万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $399.02万 | 0.02% | 112,117 | 63,980 | 132.9% | $227.70万 | 加仓 |
| IJR | ISHARES TR | $397.39万 | 0.02% | 31,967 | 3,511 | 12.3% | $43.65万 | 加仓 |
| P | EVERPURE INC | $397.12万 | 0.02% | 67,263 | 57,955 | 622.6% | $342.16万 | 加仓 |
| ICVT | ISHARES TR | $396.11万 | 0.02% | 38,915 | 12,575 | 47.7% | $128.00万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $394.37万 | 0.02% | 104,914 | 19,302 | 22.5% | $72.56万 | 加仓 |
| XPO | XPO INC | $392.24万 | 0.02% | 20,162 | 17,178 | 575.7% | $334.19万 | 加仓 |
| PAYX | PAYCHEX INC | $392.07万 | 0.02% | 42,561 | 2,712 | 6.8% | $24.98万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $387.68万 | 0.02% | 26,733 | 2,354 | 9.7% | $34.14万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $387.64万 | 0.02% | 156,369 | 140,859 | 908.2% | $349.19万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $385.14万 | 0.02% | 28,298 | 2,392 | 9.2% | $32.56万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $376.26万 | 0.02% | 95,764 | 1,709 | 1.8% | $6.71万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $375.89万 | 0.02% | 18,063 | 2,402 | 15.3% | $49.98万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $375.41万 | 0.02% | 26,404 | 1,681 | 6.8% | $23.90万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $375.12万 | 0.02% | 183,794 | 46,494 | 33.9% | $94.89万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $371.64万 | 0.02% | 27,918 | 1,916 | 7.4% | $25.51万 | 加仓 |
| — | TIDAL TRUST II | $364.97万 | 0.02% | 305,413 | 32,038 | 11.7% | $38.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $363.62万 | 0.02% | 134,823 | 21,804 | 19.3% | $58.81万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $362.35万 | 0.02% | 127,633 | 127,521 | 113,858.0% | $362.03万 | 重新持有 |
| MSTR | STRATEGY INC | $361.88万 | 0.02% | 28,997 | 7,890 | 37.4% | $98.47万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $355.72万 | 0.02% | 22,274 | -9 | -0.0% | -$1,437 | 减仓 |
| ITOT | ISHARES TR | $351.20万 | 0.02% | 24,657 | 2,721 | 12.4% | $38.76万 | 加仓 |
| SNPS | SYNOPSYS INC | $346.34万 | 0.02% | 8,735 | 1,431 | 19.6% | $56.74万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $345.54万 | 0.02% | 134,425 | 2,483 | 1.9% | $6.38万 | 加仓 |
| KHC | KRAFT HEINZ CO | $345.54万 | 0.02% | 153,640 | 22,910 | 17.5% | $51.52万 | 加仓 |
| FISR | SSGA ACTIVE TR | $344.35万 | 0.02% | 133,883 | 32,743 | 32.4% | $84.21万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $344.20万 | 0.02% | 134,768 | 40,531 | 43.0% | $103.52万 | 加仓 |
| FDLS | NORTHERN LTS FD TR IV | $343.19万 | 0.02% | 92,906 | 35,353 | 61.4% | $130.59万 | 加仓 |