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
FDT FIRST TR EXCH TRD ALPHDX FD $242.44万0.01%25,606 5192.1% $4.91万 加仓
BSX BOSTON SCIENTIFIC CORP $240.52万0.01%56,355 -150,248-72.7% -$641.26万 减仓
CNA CNA FINL CORP $240.41万0.01%49,457 3,8568.5% $18.74万 加仓
NSC NORFOLK SOUTHN CORP $239.07万0.01%7,601 -81-1.1% -$2.55万 减仓
ET ENERGY TRANSFER L P $237.95万0.01%124,448 13,47212.1% $25.76万 加仓
OEF ISHARES TR $237.73万0.01%6,497 -477-6.8% -$17.45万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $237.01万0.01%87,620 -1,246-1.4% -$3.37万 减仓
CBRE CBRE GROUP INC $236.91万0.01%17,589 -202-1.1% -$2.72万 减仓
KVUE KENVUE INC $235.76万0.01%123,372 6,2895.4% $12.02万 加仓
PMAY INNOVATOR ETFS TRUST $234.51万0.01%56,783 2150.4% $8,880 加仓
ITW ILLINOIS TOOL WKS INC $234.16万0.01%8,658 1221.4% $3.30万 加仓
— COLLABORATIVE INVESTMNT SER $234.12万0.01%104,445 -4,123-3.8% -$9.24万 减仓
FE FIRSTENERGY CORP $233.81万0.01%49,183 -414,104-89.4% -$1,968.62万 减仓
VOOG VANGUARD ADMIRAL FDS INC $233.57万0.01%28,270 -8,576-23.3% -$70.86万 减仓
USFR WISDOMTREE TR $233.16万0.01%46,307 37,457423.2% $188.60万 加仓
DFAX DIMENSIONAL ETF TRUST $232.56万0.01%63,126 -465-0.7% -$1.71万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $232.18万0.01%28,608 -178,174-86.2% -$1,446.05万 减仓
BLV VANGUARD BD INDEX FDS $230.85万0.01%33,491 1,8495.8% $12.75万 加仓
XLF SELECT SECTOR SPDR TR $229.58万0.01%42,824 4,04210.4% $21.67万 加仓
VOT VANGUARD INDEX FDS $229.54万0.01%7,494 1,59227.0% $48.76万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $229.29万0.01%110,289 110,289— $229.29万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $225.87万0.01%30,156 -67,407-69.1% -$504.87万 减仓
CRWV COREWEAVE INC $225.29万0.01%22,634 -2,340-9.4% -$23.29万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $224.66万0.01%3 00.0% — 不变
CTAS CINTAS CORP $220.95万0.01%12,988 -19,725-60.3% -$335.56万 减仓
AGGY WISDOMTREE TR $220.46万0.01%50,703 3,7698.0% $16.39万 加仓
VCIT VANGUARD SCOTTSDALE FDS $220.09万0.01%26,630 -6,944-20.7% -$57.39万 减仓
— SSGA ACTIVE TR $220.08万0.01%80,499 -32,658-28.9% -$89.29万 减仓
CWB SPDR SERIES TRUST $219.64万0.01%20,371 7,69360.7% $82.95万 加仓
FDVV FIDELITY COVINGTON TRUST $218.95万0.01%36,317 2,1766.4% $13.12万 加仓
— YORKVILLE AMER INVTS TR $218.93万0.01%51,679 51,679— $218.93万 新建仓
PJAN INNOVATOR ETFS TRUST $216.69万0.01%43,784 -1,155-2.6% -$5.72万 减仓
— BNY MELLON ETF TRUST $215.20万0.01%45,200 -999-2.2% -$4.76万 减仓
FPE FIRST TR EXCH TRADED FD III $215.10万0.01%120,302 -10,722-8.2% -$19.17万 减仓
PLD PROLOGIS INC. $214.56万0.01%15,838 2,46618.4% $33.41万 加仓
— TIDAL TRUST II $213.73万0.01%123,899 21,88521.5% $37.75万 加仓
LITE LUMENTUM HLDGS INC $213.37万0.01%2,487 1,301109.7% $111.62万 加仓
HTGC HERCULES CAPITAL INC $213.36万0.01%135,293 34,60034.4% $54.56万 加仓
LHX L3HARRIS TECHNOLOGIES INC $212.92万0.01%7,327 3895.6% $11.30万 加仓
WAY WAYSTAR HLDG CORP $212.60万0.01%103,556 103,556— $212.60万 新建仓
VBK VANGUARD INDEX FDS $211.76万0.01%5,790 1452.6% $5.30万 加仓
— NORTHERN LTS FD TR IV $211.29万0.01%48,362 3,8808.7% $16.95万 加仓
SYK STRYKER CORPORATION $210.36万0.01%6,680 70611.8% $22.23万 加仓
CINF CINCINNATI FINL CORP $210.27万0.01%11,357 -44,421-79.6% -$822.43万 减仓
HDV ISHARES TR $210.05万0.01%76,633 -17,652-18.7% -$48.38万 减仓
DBMF LITMAN GREGORY FDS TR $209.63万0.01%68,484 22,26148.2% $68.14万 加仓
FPX FIRST TR EXCHANGE-TRADED FD $209.24万0.01%10,149 10,149— $209.24万 新建仓
LDUR PIMCO ETF TR $208.72万0.01%21,831 7283.4% $6.96万 加仓
ITA ISHARES TR $208.37万0.01%8,596 50.1% $1,212 加仓
DTCR GLOBAL X FDS $207.92万0.01%68,462 27,51167.2% $83.55万 加仓
EEM ISHARES TR $206.70万0.01%30,215 -26,546-46.8% -$181.60万 减仓
TMSL T ROWE PRICE EXCHANGE-TRADED $206.56万0.01%47,107 6001.3% $2.63万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $205.14万0.01%69,025 -1,873-2.6% -$5.57万 减仓
IVES WEDBUSH SER TR $204.97万0.01%53,798 26,14494.5% $99.61万 加仓
TLTW ISHARES TR $203.90万0.01%91,269 5,4606.4% $12.20万 加仓
BAB INVESCO EXCH TRADED FD TR II $203.69万0.01%75,891 1,5332.1% $4.11万 加仓
FEM FIRST TR EXCH TRD ALPHDX FD $200.94万0.01%62,816 -5,116-7.5% -$16.37万 减仓
OKLO OKLO INC $199.43万0.01%38,188 12,34747.8% $64.48万 加仓
ONEQ FIDELITY COMWLTH TR $199.38万0.01%19,315 -48,380-71.5% -$499.40万 减仓
DFUS DIMENSIONAL ETF TRUST $198.68万0.01%24,247 6782.9% $5.56万 加仓
— FIDELITY COVINGTON TRUST $198.31万0.01%46,410 18,05563.7% $77.15万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $197.73万0.01%151,983 -22,650-13.0% -$29.47万 减仓
— AIM ETF PRODUCTS TRUST $197.54万0.01%67,581 -4,671,152-98.6% -$1.37亿 减仓
JNK SPDR SERIES TRUST $197.26万0.01%20,469 11,573130.1% $111.53万 加仓
AFL AFLAC INC $196.86万0.01%16,789 -73-0.4% -$8,560 减仓
EPD ENTERPRISE PRODS PARTNERS L $196.72万0.01%53,516 8,72719.5% $32.08万 加仓
COHR COHERENT CORP $195.44万0.01%4,955 -3,442-41.0% -$135.77万 减仓
GWX SPDR INDEX SHS FDS $194.64万0.01%44,479 4,16110.3% $18.21万 加仓
TTE TOTALENERGIES SE $193.33万0.01%24,862 -3,288-11.7% -$25.57万 减仓
MLN VANECK ETF TRUST $193.14万0.01%108,628 -25,382-18.9% -$45.13万 减仓
FTLS FIRST TR EXCH TRADED FD III $192.53万0.01%26,089 -2,276-8.0% -$16.80万 减仓
PSEP INNOVATOR ETFS TRUST $192.51万0.01%41,805 -1,169-2.7% -$5.38万 减仓
VRTX VERTEX PHARMACEUTICALS INC $192.31万0.01%3,871 -53-1.4% -$2.63万 减仓
IBHF ISHARES TR $192.11万0.01%84,817 -3,614-4.1% -$8.19万 减仓
RVTY REVVITY INC $191.93万0.01%17,248 1,81611.8% $20.21万 加仓
DGRW WISDOMTREE TR $191.67万0.01%20,045 -447-2.2% -$4.27万 减仓
HWM HOWMET AEROSPACE INC $191.51万0.01%7,123 68210.6% $18.34万 加仓
AJG GALLAGHER ARTHUR J & CO $191.31万0.01%8,332 6208.0% $14.24万 加仓
PRCH PORCH GROUP INC $190.27万0.01%126,509 1,9001.5% $2.86万 加仓
RCL ROYAL CARIBBEAN GROUP $188.21万0.01%5,927 -292-4.7% -$9.27万 减仓
COF CAPITAL ONE FINL CORP $188.20万0.01%9,380 8459.9% $16.95万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $187.82万0.01%89,226 20,19629.3% $42.51万 加仓
CCL CARNIVAL CORP LTD $187.38万0.01%65,586 65,586— $187.38万 新建仓
PYPL PAYPAL HLDGS INC $186.66万0.01%43,227 5,21213.7% $22.51万 加仓
MAIN MAIN STR CAP CORP $185.96万0.01%35,843 9,55436.3% $49.57万 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $185.92万0.01%89,149 -129,562-59.2% -$270.20万 减仓
AMLP ALPS ETF TR $185.34万0.01%35,745 -1,148-3.1% -$5.95万 减仓
TD TORONTO DOMINION BK ONT $184.24万0.01%15,172 12,866557.9% $156.24万 加仓
COIN COINBASE GLOBAL INC $183.43万0.01%12,547 -1,108-8.1% -$16.20万 减仓
PFGC PERFORMANCE FOOD GROUP CO $183.13万0.01%16,382 -1,460-8.2% -$16.32万 减仓
PSQO PALMER SQUARE FUNDS TR $182.90万0.01%88,486 60,068211.4% $124.16万 加仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $182.77万0.01%172,917 14,0618.9% $14.86万 加仓
IDEF BLACKROCK ETF TRUST $182.58万0.01%57,452 37,548188.6% $119.33万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $182.35万0.01%11,425 4,67669.3% $74.63万 加仓
SDSI AMERICAN CENTY ETF TR $180.96万0.01%35,240 34,3263,755.6% $176.26万 加仓
— LISTED FDS TR $180.04万0.01%59,867 -28,190-32.0% -$84.78万 减仓
ZTS ZOETIS INC $179.20万0.01%24,936 18,480286.2% $132.80万 加仓
TSCO TRACTOR SUPPLY CO $178.51万0.01%56,472 49,954766.4% $157.91万 加仓
PECO PHILLIPS EDISON & CO INC $178.01万0.01%42,773 -2,706-5.9% -$11.26万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $177.50万0.01%7,101 78712.5% $19.67万 加仓