AE Wealth Management LLC
TOPEKA KS · SEC CIK 0001697723
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $594.76万 | 0.03% | 78,766 | 13,148 | 20.0% | $99.28万 | 加仓 |
| SDIV | GLOBAL X FDS | $592.84万 | 0.03% | 242,569 | 1,682 | 0.7% | $4.11万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $591.09万 | 0.03% | 64,187 | 8,192 | 14.6% | $75.44万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $588.05万 | 0.03% | 123,255 | 7,335 | 6.3% | $35.00万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $587.30万 | 0.03% | 121,268 | -113,575 | -48.4% | -$550.04万 | 减仓 |
| ETN | EATON CORP PLC | $584.63万 | 0.03% | 13,719 | -13,130 | -48.9% | -$559.53万 | 减仓 |
| — | ELEVATION SERIES TRUST | $579.21万 | 0.03% | 233,739 | -65,136 | -21.8% | -$161.41万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $576.16万 | 0.03% | 345,004 | 6,644 | 2.0% | $11.10万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $573.67万 | 0.03% | 59,454 | -18,422 | -23.7% | -$177.75万 | 减仓 |
| ASML | ASML HLDG NV | $568.75万 | 0.03% | 2,858 | -571 | -16.7% | -$113.63万 | 减仓 |
| IWO | ISHARES TR | $568.05万 | 0.03% | 14,419 | 241 | 1.7% | $9.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $567.58万 | 0.03% | 154,297 | 22,389 | 17.0% | $82.36万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $562.20万 | 0.03% | 44,415 | 3,449 | 8.4% | $43.66万 | 加仓 |
| AGG | ISHARES TR | $562.20万 | 0.03% | 56,799 | -2,698 | -4.5% | -$26.70万 | 减仓 |
| P | EVERPURE INC | $562.06万 | 0.03% | 71,338 | 4,075 | 6.1% | $32.11万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $561.57万 | 0.03% | 187,752 | -28,572 | -13.2% | -$85.46万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $557.06万 | 0.03% | 206,978 | 13,480 | 7.0% | $36.28万 | 加仓 |
| — | ELECTRONIC ARTS INC | $554.46万 | 0.03% | 27,041 | 25,153 | 1,332.3% | $515.74万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $546.21万 | 0.03% | 80,847 | 7,347 | 10.0% | $49.64万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $545.87万 | 0.03% | 16,535 | -9,526 | -36.6% | -$314.48万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $545.49万 | 0.03% | 32,062 | 5,329 | 19.9% | $90.67万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $543.89万 | 0.03% | 44,178 | -97,033 | -68.7% | -$1,194.61万 | 减仓 |
| — | PALMER SQUARE FUNDS TR | $541.64万 | 0.03% | 264,731 | 21,843 | 9.0% | $44.69万 | 加仓 |
| VST | VISTRA CORP | $540.44万 | 0.03% | 34,068 | 1,873 | 5.8% | $29.71万 | 加仓 |
| IXUS | ISHARES TR | $540.20万 | 0.03% | 56,601 | 3,863 | 7.3% | $36.87万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $539.90万 | 0.03% | 211,560 | 2,285 | 1.1% | $5.83万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $537.94万 | 0.03% | 184,436 | 49,613 | 36.8% | $144.70万 | 加仓 |
| — | ELEVATION SERIES TRUST | $527.19万 | 0.02% | 213,613 | 7,658 | 3.7% | $18.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $524.19万 | 0.02% | 17,293 | 943 | 5.8% | $28.58万 | 加仓 |
| NWSA | NEWS CORP NEW | $515.09万 | 0.02% | 207,447 | 207,447 | — | $515.09万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $514.02万 | 0.02% | 18,785 | 13,336 | 244.7% | $364.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $513.42万 | 0.02% | 185,351 | -737,565 | -79.9% | -$2,043.06万 | 减仓 |
| DE | DEERE & CO | $511.32万 | 0.02% | 8,059 | 583 | 7.8% | $36.99万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $508.87万 | 0.02% | 83,108 | 59,846 | 257.3% | $366.44万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $506.15万 | 0.02% | 17,692 | 1,350 | 8.3% | $38.62万 | 加仓 |
| SLV | ISHARES SILVER TR | $503.99万 | 0.02% | 94,257 | 12,643 | 15.5% | $67.60万 | 加仓 |
| — | PIMCO ETF TR | $502.03万 | 0.02% | 92,505 | -1,151 | -1.2% | -$6.25万 | 减仓 |
| OKTA | OKTA INC | $501.88万 | 0.02% | 36,782 | 849 | 2.4% | $11.58万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $496.78万 | 0.02% | 55,693 | 18,576 | 50.0% | $165.70万 | 加仓 |
| PAYX | PAYCHEX INC | $491.99万 | 0.02% | 50,034 | 7,473 | 17.6% | $73.48万 | 加仓 |
| FLOT | ISHARES TR | $491.58万 | 0.02% | 96,294 | -807 | -0.8% | -$4.12万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $490.59万 | 0.02% | 52,235 | 1,270 | 2.5% | $11.93万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $490.54万 | 0.02% | 50,870 | 32,205 | 172.5% | $310.55万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $490.53万 | 0.02% | 25,582 | 8,670 | 51.3% | $166.25万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $481.20万 | 0.02% | 19,543 | 1,480 | 8.2% | $36.44万 | 加仓 |
| NDAQ | NASDAQ INC | $477.78万 | 0.02% | 60,617 | 1,455 | 2.5% | $11.47万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $470.85万 | 0.02% | 22,277 | 3 | 0.0% | $634 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $467.12万 | 0.02% | 178,564 | 6,380 | 3.7% | $16.69万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $462.46万 | 0.02% | 106,045 | 50,895 | 92.3% | $221.95万 | 加仓 |
| BA | BOEING CO | $461.04万 | 0.02% | 21,298 | -205 | -1.0% | -$4.44万 | 减仓 |
| SNDK | SANDISK CORP | $458.61万 | 0.02% | 2,017 | 374 | 22.8% | $85.04万 | 加仓 |
| MCK | MCKESSON CORP | $457.83万 | 0.02% | 6,059 | -2,257 | -27.1% | -$170.54万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $457.44万 | 0.02% | 108,218 | 15,312 | 16.5% | $64.72万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $454.56万 | 0.02% | 62,993 | 3,536 | 5.9% | $25.52万 | 加仓 |
| SPGI | S&P GLOBAL INC | $453.32万 | 0.02% | 11,128 | -61,421 | -84.7% | -$2,502.11万 | 减仓 |
| LOW | LOWES COS INC | $446.31万 | 0.02% | 20,243 | -877 | -4.2% | -$19.34万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $446.29万 | 0.02% | 33,916 | 5,618 | 19.9% | $73.93万 | 加仓 |
| GLW | CORNING INC | $444.39万 | 0.02% | 17,397 | 1,344 | 8.4% | $34.33万 | 加仓 |
| KHC | KRAFT HEINZ CO | $442.89万 | 0.02% | 187,507 | 33,867 | 22.0% | $79.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $442.70万 | 0.02% | 20,265 | 9,913 | 95.8% | $216.55万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $440.81万 | 0.02% | 50,540 | 7,884 | 18.5% | $68.76万 | 加仓 |
| EMHY | ISHARES INC | $439.80万 | 0.02% | 108,150 | 6,134 | 6.0% | $24.94万 | 加仓 |
| ITOT | ISHARES TR | $438.84万 | 0.02% | 26,715 | 2,058 | 8.3% | $33.81万 | 加仓 |
| IJR | ISHARES TR | $438.71万 | 0.02% | 29,580 | -2,387 | -7.5% | -$35.40万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $437.37万 | 0.02% | 32,824 | 2,315 | 7.6% | $30.85万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $437.21万 | 0.02% | 90,746 | -13,040 | -12.6% | -$62.83万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $436.49万 | 0.02% | 83,636 | 2,854 | 3.5% | $14.89万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $435.03万 | 0.02% | 130,756 | 14,063 | 12.1% | $46.79万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $434.56万 | 0.02% | 31,207 | 3,289 | 11.8% | $45.80万 | 加仓 |
| XPO | XPO INC | $434.51万 | 0.02% | 21,166 | 1,004 | 5.0% | $20.61万 | 加仓 |
| HYEM | VANECK ETF TRUST | $434.29万 | 0.02% | 215,957 | 12,912 | 6.4% | $25.97万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $432.36万 | 0.02% | 129,877 | 4,326 | 3.4% | $14.40万 | 加仓 |
| WM | WASTE MGMT INC DEL | $428.25万 | 0.02% | 19,214 | -2,248 | -10.5% | -$50.10万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $425.21万 | 0.02% | 46,857 | 2,251 | 5.0% | $20.43万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $424.19万 | 0.02% | 105,442 | -12,801 | -10.8% | -$51.50万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $421.85万 | 0.02% | 133,073 | 5,440 | 4.3% | $17.25万 | 加仓 |
| BWA | BORGWARNER INC | $419.97万 | 0.02% | 63,248 | 52,619 | 495.1% | $349.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $417.74万 | 0.02% | 26,330 | 10,941 | 71.1% | $173.59万 | 加仓 |
| SLB | SLB LIMITED | $414.99万 | 0.02% | 89,264 | 9,735 | 12.2% | $45.26万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $413.42万 | 0.02% | 7,913 | -5,998 | -43.1% | -$313.37万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $412.09万 | 0.02% | 202,301 | 18,507 | 10.1% | $37.70万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $412.01万 | 0.02% | 59,343 | 19,650 | 49.5% | $136.43万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $408.85万 | 0.02% | 137,844 | 17,807 | 14.8% | $52.82万 | 加仓 |
| ICVT | ISHARES TR | $407.35万 | 0.02% | 33,460 | -5,455 | -14.0% | -$66.41万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $399.00万 | 0.02% | 107,831 | 11,713 | 12.2% | $43.34万 | 加仓 |
| IWB | ISHARES TR | $398.82万 | 0.02% | 9,739 | 2,378 | 32.3% | $97.38万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $397.47万 | 0.02% | 115,515 | -1,907 | -1.6% | -$6.56万 | 减仓 |
| EUHY | ISHARES INC | $395.40万 | 0.02% | 73,411 | 14,723 | 25.1% | $79.30万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $394.33万 | 0.02% | 42,736 | -5,209 | -10.9% | -$48.06万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $390.17万 | 0.02% | 83,121 | 15,878 | 23.6% | $74.53万 | 加仓 |
| SOXX | ISHARES TR | $389.91万 | 0.02% | 6,085 | 1,404 | 30.0% | $89.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $388.55万 | 0.02% | 7,626 | 552 | 7.8% | $28.12万 | 加仓 |
| — | TIDAL TRUST II | $388.14万 | 0.02% | 337,810 | 32,397 | 10.6% | $37.22万 | 加仓 |
| IWN | ISHARES TR | $387.20万 | 0.02% | 17,506 | 2,207 | 14.4% | $48.81万 | 加仓 |
| IWD | ISHARES TR | $386.34万 | 0.02% | 15,936 | 1,044 | 7.0% | $25.31万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $385.76万 | 0.02% | 33,749 | 7,345 | 27.8% | $83.95万 | 加仓 |
| TOL | TOLL BROTHERS INC | $385.69万 | 0.02% | 23,409 | 2,384 | 11.3% | $39.28万 | 加仓 |
| XTWY | BONDBLOXX ETF TRUST | $383.08万 | 0.02% | 102,060 | -2,854 | -2.7% | -$10.71万 | 减仓 |
| SMR | NUSCALE PWR CORP | $382.55万 | 0.02% | 381,408 | 357,517 | 1,496.5% | $358.59万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $380.89万 | 0.02% | 143,731 | -77,179 | -34.9% | -$204.52万 | 减仓 |