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
SHV ISHARES TR $380.38万0.02%34,470 -11,239-24.6% -$124.02万 减仓
CL COLGATE PALMOLIVE CO $377.47万0.02%41,172 6,58219.0% $60.34万 加仓
GD GENERAL DYNAMICS CORP $377.29万0.02%10,650 8418.6% $29.79万 加仓
CB CHUBB LIMITED $377.27万0.02%11,071 3,45445.3% $117.70万 加仓
TAXX BONDBLOXX ETF TRUST $376.24万0.02%74,151 24,15048.3% $122.54万 加仓
FDG AMERICAN CENTY ETF TR $375.40万0.02%28,205 4,43618.7% $59.04万 加仓
USMV ISHARES TR $375.16万0.02%38,892 2,1465.8% $20.70万 加仓
FITB FIFTH THIRD BANCORP $375.03万0.02%66,529 -407,717-86.0% -$2,298.32万 减仓
AIQ GLOBAL X FDS $371.32万0.02%56,595 18,16847.3% $119.20万 加仓
SPYI NEOS ETF TRUST $369.90万0.02%69,674 3410.5% $1.81万 加仓
TXT TEXTRON INC $369.64万0.02%40,298 4,58812.8% $42.08万 加仓
— AIM ETF PRODUCTS TRUST $367.66万0.02%139,689 5,2643.9% $13.85万 加仓
NOW SERVICENOW INC $358.73万0.02%36,133 5,60018.3% $55.60万 加仓
SPTM SPDR SERIES TRUST $358.61万0.02%39,499 -100-0.3% -$9,079 减仓
OXY OCCIDENTAL PETE CORP $356.68万0.02%73,437 4,1746.0% $20.27万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $355.93万0.02%59,589 -17,728-22.9% -$105.89万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $353.66万0.02%30,785 -3,459-10.1% -$39.74万 减仓
XLU SELECT SECTOR SPDR TR $352.93万0.02%77,841 -14,471-15.7% -$65.61万 减仓
— LXP INDUSTRIAL TRUST $352.76万0.02%65,472 3,0374.9% $16.36万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $352.73万0.02%291,032 99,88852.3% $121.06万 加仓
MMM 3M CO $351.00万0.02%21,678 1,1195.4% $18.12万 加仓
DGRO ISHARES TR $342.99万0.02%45,256 5591.3% $4.24万 加仓
AVDV AMERICAN CENTY ETF TR $342.87万0.02%33,272 6,34823.6% $65.42万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $342.54万0.02%36,585 3,2199.6% $30.14万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $340.56万0.02%37,902 2,6987.7% $24.24万 加仓
CWEN CLEARWAY ENERGY INC $339.85万0.02%99,431 3,6673.8% $12.53万 加仓
SIVR ABRDN SILVER ETF TRUST $339.32万0.02%60,355 -2,621-4.2% -$14.74万 减仓
XBI SPDR SERIES TRUST $337.81万0.02%21,346 1,0595.2% $16.76万 加仓
SNX TD SYNNEX CORPORATION $336.63万0.02%12,592 -1,849-12.8% -$49.43万 减仓
JCI JOHNSON CONTROLS INTERNATION $332.68万0.02%22,769 9,35569.7% $136.69万 加仓
SCHX SCHWAB STRATEGIC TR $330.80万0.02%112,403 -156,940-58.3% -$461.88万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $329.63万0.02%9,849 -3,794-27.8% -$126.98万 减仓
— COLLABORATIVE INVESTMNT SER $326.96万0.02%84,778 -3,160-3.6% -$12.19万 减仓
RYLD GLOBAL X FDS $325.48万0.02%203,550 -5,433-2.6% -$8.69万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $324.15万0.02%74,653 -7,135-8.7% -$30.98万 减仓
— INNOVATOR ETFS TRUST $322.66万0.02%159,537 159,537— $322.66万 新建仓
NOC NORTHROP GRUMMAN CORP $322.41万0.02%6,330 1,47030.2% $74.87万 加仓
PFEB INNOVATOR ETFS TRUST $320.40万0.01%74,407 -1,361-1.8% -$5.86万 减仓
IBND SPDR SERIES TRUST $314.21万0.01%100,772 21,31826.8% $66.47万 加仓
WDAY WORKDAY INC $314.00万0.01%25,650 4,88423.5% $59.79万 加仓
SCI SERVICE CORP INTL $312.66万0.01%41,161 3,2808.7% $24.92万 加仓
ENB ENBRIDGE INC $312.26万0.01%57,600 2290.4% $1.24万 加仓
KR KROGER CO $311.11万0.01%56,025 15,74139.1% $87.41万 加仓
IDXX IDEXX LABS INC $310.76万0.01%5,903 280.5% $1.47万 加仓
AOM ISHARES TR $309.50万0.01%62,037 49,451392.9% $246.71万 加仓
SCHV SCHWAB STRATEGIC TR $308.71万0.01%88,685 5,7887.0% $20.15万 加仓
ESGU ISHARES TR $307.20万0.01%18,769 7834.4% $12.82万 加仓
IYW ISHARES TR $303.28万0.01%12,024 -1,774-12.9% -$44.74万 减仓
BLK BLACKROCK INC $303.11万0.01%3,152 1856.2% $17.79万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $302.39万0.01%11,423 -1,292-10.2% -$34.20万 减仓
TRU TRANSUNION $297.66万0.01%41,261 3,6909.8% $26.62万 加仓
CMI CUMMINS INC $296.36万0.01%4,155 310.8% $2.21万 加仓
NKE NIKE INC $295.16万0.01%71,902 26,06656.9% $107.00万 加仓
ROK ROCKWELL AUTOMATION INC $294.46万0.01%5,947 3,455138.6% $171.07万 加仓
BG BUNGE GLOBAL SA $293.13万0.01%27,464 -190,091-87.4% -$2,028.90万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $290.69万0.01%130,009 17,18515.2% $38.42万 加仓
SYSB ISHARES TR $289.81万0.01%32,667 -2,856-8.0% -$25.34万 减仓
SPCX SPACE EXPLORATION TECHN CORP $289.53万0.01%16,945 16,945— $289.53万 新建仓
VRT VERTIV HOLDINGS CO $288.84万0.01%8,626 1,16615.6% $39.04万 加仓
FSMD FIDELITY COVINGTON TRUST $288.73万0.01%54,633 2,0974.0% $11.08万 加仓
SNPS SYNOPSYS INC $288.73万0.01%6,473 -2,262-25.9% -$100.90万 减仓
SNA SNAP ON INC $287.66万0.01%7,149 4536.8% $18.23万 加仓
JBND J P MORGAN EXCHANGE TRADED F $287.19万0.01%53,681 -42,984-44.5% -$229.96万 减仓
CERY SPDR SERIES TRUST $286.98万0.01%85,845 9,15411.9% $30.60万 加仓
KMI KINDER MORGAN INC DEL $284.42万0.01%88,964 48,421119.4% $154.80万 加仓
EMB ISHARES TR $283.90万0.01%29,438 4,11516.3% $39.69万 加仓
HONA HONEYWELL AEROSPACE INC $280.24万0.01%12,676 12,676— $280.24万 新建仓
IHAK ISHARES TR $279.55万0.01%46,046 9,28725.3% $56.38万 加仓
EWX SPDR INDEX SHS FDS $279.01万0.01%37,551 -5,052-11.9% -$37.54万 减仓
CASY CASEYS GEN STORES INC $278.28万0.01%3,501 -112-3.1% -$8.90万 减仓
VFLO VICTORY PORTFOLIOS II $277.00万0.01%60,546 5,57110.1% $25.49万 加仓
MPC MARATHON PETE CORP $276.71万0.01%10,822 1,61517.5% $41.29万 加仓
RSP INVESCO EXCHANGE TRADED FD T $276.31万0.01%12,986 -11,988-48.0% -$255.08万 减仓
GOF GUGGENHEIM STRATEGIC OPPORTU $276.15万0.01%252,886 1,7800.7% $1.94万 加仓
SUB ISHARES TR $274.09万0.01%25,743 -1,833-6.6% -$19.52万 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $273.32万0.01%28,235 -2,169-7.1% -$21.00万 减仓
FISR SSGA ACTIVE TR $273.06万0.01%106,457 -27,426-20.5% -$70.35万 减仓
INCY INCYTE CORP $272.59万0.01%24,046 1,8168.2% $20.59万 加仓
SHW SHERWIN WILLIAMS CO $270.88万0.01%7,866 -1,055-11.8% -$36.33万 减仓
UAL UNITED AIRLS HLDGS INC $268.04万0.01%19,710 5552.9% $7.55万 加仓
VMBS VANGUARD SCOTTSDALE FDS $266.90万0.01%57,018 -828-1.4% -$3.88万 减仓
AVRE AMERICAN CENTY ETF TR $266.39万0.01%56,224 11,92426.9% $56.50万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $266.03万0.01%88,178 -463-0.5% -$1.40万 减仓
REXR REXFORD INDL RLTY INC $265.84万0.01%79,356 6,2608.6% $20.97万 加仓
— AIM ETF PRODUCTS TRUST $265.17万0.01%92,383 -353,898-79.3% -$1,015.81万 减仓
WWJD NORTHERN LTS FD TR IV $262.96万0.01%68,964 7,41212.0% $28.26万 加仓
FDX FEDEX CORP $260.43万0.01%8,317 4,731131.9% $148.14万 加仓
BAR GRANITESHARES GOLD TR $259.31万0.01%65,599 6,95911.9% $27.51万 加仓
DIV GLOBAL X FDS $256.78万0.01%134,790 26,99925.0% $51.43万 加仓
ATO ATMOS ENERGY CORP $255.67万0.01%14,841 5894.1% $10.15万 加仓
PSX PHILLIPS 66 $255.31万0.01%15,102 -109-0.7% -$1.84万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $254.36万0.01%28,231 -3,334-10.6% -$30.04万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $254.30万0.01%52,261 -91,232-63.6% -$443.94万 减仓
NVO NOVO-NORDISK A S $254.03万0.01%52,990 9,63822.2% $46.20万 加仓
— INNOVATOR ETFS TRUST $251.70万0.01%125,660 125,660— $251.70万 新建仓
ISHG ISHARES TR $247.60万0.01%33,347 4,49515.6% $33.37万 加仓
CPB THE CAMPBELLS COMPANY $245.55万0.01%110,262 -734,886-87.0% -$1,636.59万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $244.90万0.01%191,818 40,56026.8% $51.78万 加仓
BND VANGUARD BD INDEX FDS $244.56万0.01%33,314 5521.7% $4.05万 加仓
TMO THERMO FISHER SCIENTIFIC INC $243.96万0.01%4,866 -484-9.0% -$24.27万 减仓