13F 机构持仓

AE Wealth Management LLC

TOPEKA KS · SEC CIK 0001697723

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.4%
AAPL 3.3%
MSFT 2.6%
VNLA 2.1%
IVV 1.9%
AMZN 1.8%
SPYG 1.6%
AVIG 1.5%
GOOGL 1.4%
AVGO 1.2%

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
— COLLABORATIVE INVESTMNT SER $234.77万0.01%108,568 -5,243-4.6% -$11.34万 减仓
MLN VANECK ETF TRUST $233.71万0.01%134,010 -14,039-9.5% -$24.48万 减仓
— LISTED FDS TR $233.13万0.01%88,057 -26,119-22.9% -$69.15万 减仓
— TIDAL TRUST I $232.78万0.01%55,608 2,1424.0% $8.97万 加仓
FPE FIRST TR EXCH TRADED FD III $232.57万0.01%131,024 -18,537-12.4% -$32.90万 减仓
GPIX GOLDMAN SACHS ETF TR $230.71万0.01%46,104 43,7391,849.4% $218.87万 加仓
WWJD NORTHERN LTS FD TR IV $230.14万0.01%61,552 16,57136.8% $61.96万 加仓
FBCG FIDELITY COVINGTON TRUST $226.56万0.01%45,203 6,89718.0% $34.57万 加仓
PMAY INNOVATOR ETFS TRUST $225.93万0.01%56,568 -17,758-23.9% -$70.93万 减仓
XLV SELECT SECTOR SPDR TR $225.64万0.01%15,389 -3,217-17.3% -$47.17万 减仓
PPC PILGRIMS PRIDE CORP $225.53万0.01%59,728 -990-1.6% -$3.74万 减仓
MPC MARATHON PETE CORP $224.81万0.01%9,207 -65-0.7% -$1.59万 减仓
ITW ILLINOIS TOOL WKS INC $222.19万0.01%8,536 -2,115-19.9% -$55.05万 减仓
CMI CUMMINS INC $221.88万0.01%4,124 -5,220-55.9% -$280.85万 减仓
OEF ISHARES TR $221.85万0.01%6,974 -133,298-95.0% -$4,240.33万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $220.66万0.01%35,204 5,68719.3% $35.65万 加仓
NSC NORFOLK SOUTHN CORP $220.45万0.01%7,682 -3,746-32.8% -$107.50万 减仓
FBT FIRST TR EXCHANGE-TRADED FD $220.03万0.01%10,956 -262-2.3% -$5.26万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $219.82万0.01%191,144 82,65676.2% $95.05万 加仓
— BNY MELLON ETF TRUST $219.03万0.01%46,199 27,692149.6% $131.29万 加仓
GLW CORNING INC $218.27万0.01%16,053 2,58619.2% $35.16万 加仓
FDT FIRST TR EXCH TRD ALPHDX FD $218.08万0.01%25,087 -12,281-32.9% -$106.76万 减仓
BLV VANGUARD BD INDEX FDS $217.63万0.01%31,642 1,4644.9% $10.07万 加仓
DELL DELL TECHNOLOGIES INC $217.37万0.01%13,243 -409-3.0% -$6.71万 减仓
VFLO VICTORY PORTFOLIOS II $217.04万0.01%54,975 8,27617.7% $32.67万 加仓
GIS GENERAL MILLS INC $216.96万0.01%58,289 -346,404-85.6% -$1,289.34万 减仓
DFAX DIMENSIONAL ETF TRUST $216.02万0.01%63,591 3,1955.3% $10.85万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $215.44万0.01%3 2200.0% $143.63万 加仓
ET ENERGY TRANSFER L P $214.18万0.01%110,976 7,5867.3% $14.64万 加仓
ISHG ISHARES TR $214.04万0.01%28,852 3,42813.5% $25.43万 加仓
PDD PDD HOLDINGS INC $211.28万0.01%20,678 2,77815.5% $28.38万 加仓
CNA CNA FINL CORP $209.40万0.01%45,601 28,483166.4% $130.79万 加仓
INCY INCYTE CORP $209.23万0.01%22,230 -4,765-17.7% -$44.85万 减仓
PJAN INNOVATOR ETFS TRUST $207.30万0.01%44,939 -1,781-3.8% -$8.22万 减仓
PGR PROGRESSIVE CORP $205.23万0.01%10,352 -407-3.8% -$8.07万 减仓
AGGY WISDOMTREE TR $203.93万0.01%46,934 5,20512.5% $22.62万 加仓
DIV GLOBAL X FDS $203.72万0.01%107,791 -1,034,762-90.6% -$1,955.70万 减仓
FEM FIRST TR EXCH TRD ALPHDX FD $203.48万0.01%67,932 11,48920.4% $34.41万 加仓
IBHF ISHARES TR $202.95万0.01%88,431 -6,709-7.1% -$15.40万 减仓
BSMU INVESCO EXCH TRD SLF IDX FD $202.61万0.01%92,882 -7,151-7.1% -$15.60万 减仓
LDUR PIMCO ETF TR $202.21万0.01%21,103 1,1145.6% $10.67万 加仓
KVUE KENVUE INC $201.85万0.01%117,083 70,027148.8% $120.73万 加仓
BAB INVESCO EXCH TRADED FD TR II $200.47万0.01%74,358 -13,357-15.2% -$36.01万 减仓
COHR COHERENT CORP $200.03万0.01%8,397 -4,315-33.9% -$102.79万 减仓
FTLS FIRST TR EXCH TRADED FD III $199.58万0.01%28,365 15,256116.4% $107.34万 加仓
RGLD ROYAL GOLD INC $198.75万0.01%7,810 -372-4.5% -$9.47万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $198.60万0.01%151,258 -189,774-55.6% -$249.17万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $198.52万0.01%70,898 7,73612.2% $21.66万 加仓
VXF VANGUARD INDEX FDS $197.62万0.01%9,603 4,17877.0% $85.98万 加仓
DHR DANAHER CORP DEL $197.48万0.01%10,415 -5,095-32.8% -$96.61万 减仓
SYK STRYKER CORPORATION $196.32万0.01%5,974 2684.7% $8.81万 加仓
EWZ ISHARES INC $195.80万0.01%51,002 29,146133.4% $111.89万 加仓
TFLO ISHARES TR $195.74万0.01%38,662 16,32473.1% $82.65万 加仓
AVRE AMERICAN CENTY ETF TR $195.01万0.01%44,300 4,18110.4% $18.40万 加仓
BKNG BOOKING HOLDINGS INC $194.56万0.01%462 -40-8.0% -$16.85万 减仓
AMLP ALPS ETF TR $194.20万0.01%36,893 17,48390.1% $92.03万 加仓
TLTW ISHARES TR $194.10万0.01%85,809 81,1301,733.9% $183.52万 加仓
MELI MERCADOLIBRE INC $193.62万0.01%1,120 46370.5% $80.04万 加仓
CRWV COREWEAVE INC $193.47万0.01%24,974 11,63587.2% $90.14万 加仓
PMAR INNOVATOR ETFS TRUST $192.20万0.01%43,075 16,80664.0% $74.99万 加仓
CAH CARDINAL HEALTH INC $191.55万0.01%9,065 -466-4.9% -$9.85万 减仓
XLF SELECT SECTOR SPDR TR $191.47万0.01%38,782 -11,129-22.3% -$54.94万 减仓
HYMB SPDR SERIES TRUST $190.59万0.01%76,850 -433-0.6% -$1.07万 减仓
GDX VANECK ETF TRUST $189.17万0.01%20,613 -67,489-76.6% -$619.36万 减仓
FDVV FIDELITY COVINGTON TRUST $188.59万0.01%34,141 4,84316.5% $26.75万 加仓
ITA ISHARES TR $187.92万0.01%8,591 3714.5% $8.12万 加仓
VRT VERTIV HOLDINGS CO $186.93万0.01%7,460 -1,423-16.0% -$35.66万 减仓
— DBX ETF TR $186.22万0.01%75,593 -5,153-6.4% -$12.69万 减仓
ADSK AUTODESK INC $185.46万0.01%7,747 4,926174.6% $117.93万 加仓
FMF FIRST TR EXCHANGE-TRADED FD $185.32万0.01%36,611 16,90085.7% $85.55万 加仓
PSEP INNOVATOR ETFS TRUST $185.05万0.01%42,974 -1,143-2.6% -$4.92万 减仓
AFL AFLAC INC $185.00万0.01%16,862 -1,042-5.8% -$11.43万 减仓
WDC WESTERN DIGITAL CORP $183.93万0.01%6,800 2,89874.3% $78.39万 加仓
MLI MUELLER INDS INC $180.40万0.01%16,280 90.1% $997 加仓
DGRW WISDOMTREE TR $179.99万0.01%20,492 1,4067.4% $12.35万 加仓
— INNOVATOR ETFS TRUST $179.54万0.01%61,149 -2,138-3.4% -$6.28万 减仓
AIQ GLOBAL X FDS $179.34万0.01%38,427 12,75149.7% $59.51万 加仓
FLRN SPDR SERIES TRUST $179.31万0.01%58,255 2,1443.8% $6.60万 加仓
HGER HARBOR ETF TRUST $178.75万0.01%57,644 57,644— $178.75万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $177.82万0.01%28,984 -3,901-11.9% -$23.93万 减仓
PLD PROLOGIS INC. $176.76万0.01%13,372 2,12018.8% $28.02万 加仓
UAL UNITED AIRLS HLDGS INC $176.36万0.01%19,155 660.3% $6,076 加仓
MET METLIFE INC $176.15万0.01%24,907 -34,437-58.0% -$243.55万 减仓
JCI JOHNSON CONTROLS INTERNATION $175.65万0.01%13,414 3,42934.3% $44.90万 加仓
VRTX VERTEX PHARMACEUTICALS INC $175.24万0.01%3,924 1,19443.7% $53.32万 加仓
PDEC INNOVATOR ETFS TRUST $173.95万0.01%40,929 -670-1.6% -$2.85万 减仓
ED CONSOLIDATED EDISON INC $173.30万0.01%15,312 -1,341-8.1% -$15.18万 减仓
DTM DT MIDSTREAM INC $172.96万0.01%12,842 1200.9% $1.62万 加仓
POCT INNOVATOR ETFS TRUST $172.38万0.01%39,985 -3,255-7.5% -$14.03万 减仓
PYPL PAYPAL HLDGS INC $171.94万0.01%38,015 8,21027.5% $37.13万 加仓
RCL ROYAL CARIBBEAN GROUP $171.14万0.01%6,219 440.7% $1.21万 加仓
A AGILENT TECHNOLOGIES INC $171.02万0.01%15,005 2,40519.1% $27.41万 加仓
VBK VANGUARD INDEX FDS $170.62万0.01%5,645 1001.8% $3.02万 加仓
YUM YUM BRANDS INC $170.61万0.01%10,973 2432.3% $3.78万 加仓
TMSL T ROWE PRICE ETF INC $170.54万0.01%46,507 31,602212.0% $115.88万 加仓
GWX SPDR INDEX SHS FDS $170.26万0.01%40,318 4351.1% $1.84万 加仓
PECO PHILLIPS EDISON & CO INC $170.18万0.01%45,479 -6,863-13.1% -$25.68万 减仓
EPD ENTERPRISE PRODS PARTNERS L $169.48万0.01%44,789 -4,008-8.2% -$15.17万 减仓
FANG DIAMONDBACK ENERGY INC $168.76万0.01%8,532 7019.0% $13.87万 加仓
DFUS DIMENSIONAL ETF TRUST $167.13万0.01%23,569 1,3426.0% $9.52万 加仓