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 |
|---|---|---|---|---|---|---|---|---|
| SPYI | NEOS ETF TRUST | $342.30万 | 0.02% | 69,333 | 19,493 | 39.1% | $96.24万 | 加仓 |
| USMV | ISHARES TR | $340.79万 | 0.02% | 36,746 | -74,256 | -66.9% | -$688.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $339.89万 | 0.02% | 183,060 | 183,060 | — | $339.89万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $337.97万 | 0.02% | 30,509 | 3,667 | 13.7% | $40.62万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $336.68万 | 0.02% | 9,809 | 2,477 | 33.8% | $85.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $334.22万 | 0.02% | 125,520 | 69,442 | 123.8% | $184.90万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $331.63万 | 0.02% | 4,860 | 678 | 16.2% | $46.26万 | 加仓 |
| IDXX | IDEXX LABS INC | $330.11万 | 0.02% | 5,875 | -1,439 | -19.7% | -$80.86万 | 减仓 |
| LTPZ | PIMCO ETF TR | $327.65万 | 0.02% | 64,207 | -1,311 | -2.0% | -$6.69万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $327.24万 | 0.02% | 96,118 | 6,027 | 6.7% | $20.52万 | 加仓 |
| EEM | ISHARES TR | $322.35万 | 0.02% | 56,761 | 6,532 | 13.0% | $37.10万 | 加仓 |
| IJS | ISHARES TR | $321.20万 | 0.02% | 27,117 | 14,980 | 123.4% | $177.44万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $320.73万 | 0.02% | 34,244 | -1,023 | -2.9% | -$9.58万 | 减仓 |
| VV | VANGUARD INDEX FDS | $320.63万 | 0.02% | 10,729 | 2,161 | 25.2% | $64.58万 | 加仓 |
| NOW | SERVICENOW INC | $319.23万 | 0.02% | 30,533 | 10,229 | 50.4% | $106.95万 | 加仓 |
| IWD | ISHARES TR | $318.19万 | 0.02% | 14,892 | 55 | 0.4% | $1.18万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $316.58万 | 0.02% | 67,243 | 46,479 | 223.8% | $218.83万 | 加仓 |
| SYSB | ISHARES TR | $316.16万 | 0.02% | 35,523 | 4,623 | 15.0% | $41.15万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $315.50万 | 0.02% | 81,788 | 13,062 | 19.0% | $50.39万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $314.90万 | 0.02% | 37,117 | 75 | 0.2% | $6,363 | 加仓 |
| VDE | VANGUARD WORLD FD | $314.74万 | 0.02% | 18,189 | 8,454 | 86.8% | $146.29万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $314.14万 | 0.02% | 88,641 | 5,968 | 7.2% | $21.15万 | 加仓 |
| DGRO | ISHARES TR | $313.68万 | 0.02% | 44,697 | -3,447 | -7.2% | -$24.19万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $313.07万 | 0.02% | 39,599 | 619 | 1.6% | $4.89万 | 加仓 |
| TXT | TEXTRON INC | $312.68万 | 0.02% | 35,710 | 3,154 | 9.7% | $27.62万 | 加仓 |
| SCI | SERVICE CORP INTL | $312.56万 | 0.02% | 37,881 | 31,739 | 516.8% | $261.88万 | 加仓 |
| RYLD | GLOBAL X FDS | $312.43万 | 0.02% | 208,983 | 105,124 | 101.2% | $157.16万 | 加仓 |
| ENB | ENBRIDGE INC | $310.62万 | 0.02% | 57,371 | 6,649 | 13.1% | $36.00万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $310.10万 | 0.02% | 48,218 | -8,941 | -15.6% | -$57.50万 | 重新持有 |
| EUHY | ISHARES INC | $307.90万 | 0.02% | 58,688 | 9,605 | 19.6% | $50.39万 | 加仓 |
| — | SSGA ACTIVE TR | $307.32万 | 0.02% | 113,157 | -5,043 | -4.3% | -$13.70万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $305.87万 | 0.02% | 87,938 | -785 | -0.9% | -$2.73万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $303.83万 | 0.02% | 75,768 | -1,710 | -2.2% | -$6.86万 | 减仓 |
| MMM | 3M CO | $298.60万 | 0.02% | 20,559 | 848 | 4.3% | $12.32万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $297.57万 | 0.02% | 12,715 | 296 | 2.4% | $6.93万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $294.82万 | 0.02% | 34,590 | 4,957 | 16.7% | $42.25万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $294.66万 | 0.02% | 13,643 | -112 | -0.8% | -$2.42万 | 减仓 |
| SUB | ISHARES TR | $293.68万 | 0.02% | 27,576 | 13,586 | 97.1% | $144.69万 | 加仓 |
| KR | KROGER CO | $291.49万 | 0.02% | 40,284 | -7,009 | -14.8% | -$50.72万 | 减仓 |
| IWN | ISHARES TR | $290.09万 | 0.02% | 15,299 | 2,588 | 20.4% | $49.07万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $290.07万 | 0.02% | 174,633 | -60,217 | -25.6% | -$100.02万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $288.82万 | 0.02% | 62,435 | 2,824 | 4.7% | $13.06万 | 加仓 |
| TOL | TOLL BROTHERS INC | $286.95万 | 0.02% | 21,025 | 18,246 | 656.6% | $249.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $286.01万 | 0.02% | 8,921 | -265 | -2.9% | -$8.50万 | 减仓 |
| BLK | BLACKROCK INC | $285.35万 | 0.02% | 2,967 | 360 | 13.8% | $34.62万 | 加仓 |
| OKTA | OKTA INC | $282.83万 | 0.02% | 35,933 | 35,933 | — | $282.83万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $281.69万 | 0.02% | 42,603 | 10,972 | 34.7% | $72.55万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $280.78万 | 0.02% | 30,404 | -40,343 | -57.0% | -$372.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $277.82万 | 0.02% | 33,574 | 15,760 | 88.5% | $130.41万 | 加仓 |
| — | COLLABORATIVE INVESTMNT SER | $277.25万 | 0.01% | 117,422 | -3,776 | -3.1% | -$8.92万 | 减仓 |
| PSX | PHILLIPS 66 | $277.12万 | 0.01% | 15,211 | 2,907 | 23.6% | $52.96万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $276.72万 | 0.01% | 251,106 | 113,861 | 83.0% | $125.47万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $276.65万 | 0.01% | 16,912 | 4,629 | 37.7% | $75.72万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $276.07万 | 0.01% | 42,174 | 35,231 | 507.4% | $230.62万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $275.63万 | 0.01% | 116,693 | 13,192 | 12.7% | $31.16万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $271.59万 | 0.01% | 57,846 | 1,337 | 2.4% | $6.28万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $271.09万 | 0.01% | 23,769 | 3,014 | 14.5% | $34.37万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $270.51万 | 0.01% | 58,640 | -9,096 | -13.4% | -$41.96万 | 减仓 |
| CERY | SPDR SERIES TRUST | $270.26万 | 0.01% | 76,691 | 21,356 | 38.6% | $75.26万 | 加仓 |
| WDAY | WORKDAY INC | $269.78万 | 0.01% | 20,766 | 492 | 2.4% | $6.39万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $268.86万 | 0.01% | 26,924 | 2,174 | 8.8% | $21.71万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $268.70万 | 0.01% | 4,531 | 2,936 | 184.1% | $174.11万 | 加仓 |
| NRG | NRG ENERGY INC | $265.70万 | 0.01% | 18,181 | 1,537 | 9.2% | $22.46万 | 加仓 |
| — | ELEVATION SERIES TRUST | $264.87万 | 0.01% | 112,381 | 79,985 | 246.9% | $188.52万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $264.36万 | 0.01% | 61,881 | -5,963 | -8.8% | -$25.47万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $264.01万 | 0.01% | 99,438 | 8,837 | 9.8% | $23.46万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $263.26万 | 0.01% | 14,252 | 3,986 | 38.8% | $73.63万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $263.02万 | 0.01% | 3,613 | 611 | 20.4% | $44.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $262.99万 | 0.01% | 5,350 | 93 | 1.8% | $4.57万 | 加仓 |
| IWB | ISHARES TR | $262.47万 | 0.01% | 7,361 | 1,184 | 19.2% | $42.22万 | 加仓 |
| TRU | TRANSUNION | $259.96万 | 0.01% | 37,571 | 35,050 | 1,390.3% | $242.51万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $259.75万 | 0.01% | 39,693 | 4,681 | 13.4% | $30.63万 | 加仓 |
| XBI | SPDR SERIES TRUST | $259.13万 | 0.01% | 20,287 | -1,790 | -8.1% | -$22.86万 | 减仓 |
| TTE | TOTALENERGIES SE | $256.11万 | 0.01% | 28,150 | -1,876 | -6.2% | -$17.07万 | 减仓 |
| HDV | ISHARES TR | $255.93万 | 0.01% | 18,857 | 3,560 | 23.3% | $48.32万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $255.13万 | 0.01% | 88,866 | 50,184 | 129.7% | $144.08万 | 加仓 |
| ESGU | ISHARES TR | $254.35万 | 0.01% | 17,986 | 2,935 | 19.5% | $41.51万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $253.65万 | 0.01% | 33,366 | 31,318 | 1,529.2% | $238.08万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $252.83万 | 0.01% | 82,897 | 4,556 | 5.8% | $13.90万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $252.78万 | 0.01% | 50,001 | 39,251 | 365.1% | $198.43万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $250.39万 | 0.01% | 6,141 | 1,624 | 36.0% | $66.22万 | 加仓 |
| IYW | ISHARES TR | $250.32万 | 0.01% | 13,798 | -31,002 | -69.2% | -$562.42万 | 减仓 |
| CB | CHUBB LTD SWITZ | $248.30万 | 0.01% | 7,617 | 1,332 | 21.2% | $43.42万 | 加仓 |
| TBIL | RBB FD INC | $247.62万 | 0.01% | 49,662 | 14,612 | 41.7% | $72.86万 | 加仓 |
| IBND | SPDR SERIES TRUST | $246.94万 | 0.01% | 79,454 | 10,069 | 14.5% | $31.29万 | 加仓 |
| ZROZ | PIMCO ETF TR | $243.90万 | 0.01% | 38,103 | -250 | -0.7% | -$1.60万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $243.64万 | 0.01% | 14,441 | 6,742 | 87.6% | $113.74万 | 加仓 |
| SNA | SNAP ON INC | $243.19万 | 0.01% | 6,696 | 5,703 | 574.3% | $207.13万 | 加仓 |
| NKE | NIKE INC | $242.11万 | 0.01% | 45,836 | -27,226 | -37.3% | -$143.81万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $241.26万 | 0.01% | 32,762 | 3,250 | 11.0% | $23.93万 | 加仓 |
| CBRE | CBRE GROUP INC | $241.00万 | 0.01% | 17,791 | -1,736 | -8.9% | -$23.52万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $240.40万 | 0.01% | 55,150 | 5,479 | 11.0% | $23.88万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $239.47万 | 0.01% | 6,938 | 331 | 5.0% | $11.42万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $239.25万 | 0.01% | 73,096 | 67,012 | 1,101.4% | $219.34万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $238.62万 | 0.01% | 112,824 | 95,591 | 554.7% | $202.17万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $238.44万 | 0.01% | 13,655 | 5,501 | 67.5% | $96.06万 | 加仓 |
| EMB | ISHARES TR | $237.86万 | 0.01% | 25,323 | -40,896 | -61.8% | -$384.13万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $237.34万 | 0.01% | 31,565 | 20,633 | 188.7% | $155.14万 | 加仓 |
| DAL | DELTA AIR LINES INC | $235.99万 | 0.01% | 35,499 | 712 | 2.0% | $4.73万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $234.94万 | 0.01% | 52,536 | 6,734 | 14.7% | $30.11万 | 加仓 |