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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $167.05万 | 0.01% | 7,712 | 901 | 13.2% | $19.52万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $166.74万 | 0.01% | 23,235 | 1,420 | 6.5% | $10.19万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $165.56万 | 0.01% | 18,665 | -4,896 | -20.8% | -$43.43万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $165.13万 | 0.01% | 13,162 | 798 | 6.5% | $10.01万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $165.07万 | 0.01% | 44,482 | 7,524 | 20.4% | $27.92万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $164.89万 | 0.01% | 158,856 | 20,699 | 15.0% | $21.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $164.19万 | 0.01% | 44,055 | -715 | -1.6% | -$2.66万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $161.06万 | 0.01% | 32,335 | 7,437 | 29.9% | $37.04万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $160.78万 | 0.01% | 32,337 | -766 | -2.3% | -$3.81万 | 减仓 |
| IHAK | ISHARES TR | $160.45万 | 0.01% | 36,759 | 8,638 | 30.7% | $37.70万 | 加仓 |
| — | WISDOMTREE TR | $160.25万 | 0.01% | 24,458 | 4,449 | 22.2% | $29.15万 | 加仓 |
| NVO | NOVO-NORDISK A S | $159.32万 | 0.01% | 43,352 | 29,605 | 215.4% | $108.80万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $158.83万 | 0.01% | 33,939 | -5,762 | -14.5% | -$26.97万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $157.40万 | 0.01% | 34,241 | -4,310 | -11.2% | -$19.81万 | 减仓 |
| NVS | NOVARTIS AG | $156.56万 | 0.01% | 10,249 | 605 | 6.3% | $9.24万 | 加仓 |
| EFA | ISHARES TR | $156.30万 | 0.01% | 16,092 | -14,354 | -47.1% | -$139.42万 | 减仓 |
| HAL | HALLIBURTON CO | $156.14万 | 0.01% | 40,045 | 8,070 | 25.2% | $31.47万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $155.72万 | 0.01% | 8,535 | 736 | 9.4% | $13.43万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $155.60万 | 0.01% | 30,917 | 22,925 | 286.8% | $115.38万 | 加仓 |
| MDT | MEDTRONIC PLC | $154.74万 | 0.01% | 17,859 | 3,550 | 24.8% | $30.76万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $154.32万 | 0.01% | 45,729 | 25,177 | 122.5% | $84.97万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $153.89万 | 0.01% | 36,175 | 20,888 | 136.6% | $88.86万 | 加仓 |
| SOXX | ISHARES TR | $153.88万 | 0.01% | 4,681 | 197 | 4.4% | $6.48万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $152.84万 | 0.01% | 35,412 | 2,622 | 8.0% | $11.32万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $152.83万 | 0.01% | 17,842 | 559 | 3.2% | $4.79万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $152.44万 | 0.01% | 24,312 | 24,312 | — | $152.44万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $152.26万 | 0.01% | 36,402 | -2,819 | -7.2% | -$11.79万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $151.88万 | 0.01% | 5,902 | 223 | 3.9% | $5.74万 | 加仓 |
| QQQI | NEOS ETF TRUST | $151.75万 | 0.01% | 30,540 | 25,585 | 516.3% | $127.13万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $151.25万 | 0.01% | 72,893 | 1,422 | 2.0% | $2.95万 | 加仓 |
| CCL | CARNIVAL CORP | $150.05万 | 0.01% | 57,979 | -7,478 | -11.4% | -$19.35万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $148.72万 | 0.01% | 100,693 | 47,158 | 88.1% | $69.65万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $148.45万 | 0.01% | 6,441 | 49 | 0.8% | $1.13万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $148.25万 | 0.01% | 13,603 | -2,924 | -17.7% | -$31.87万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $147.83万 | 0.01% | 7,543 | 2,596 | 52.5% | $50.88万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $147.35万 | 0.01% | 30,251 | -12,857 | -29.8% | -$62.62万 | 减仓 |
| SNY | SANOFI SA | $147.13万 | 0.01% | 30,538 | 5,591 | 22.4% | $26.94万 | 加仓 |
| IMCG | ISHARES TR | $146.38万 | 0.01% | 18,583 | -2,584 | -12.2% | -$20.35万 | 减仓 |
| IJJ | ISHARES TR | $146.37万 | 0.01% | 11,046 | 269 | 2.5% | $3.56万 | 加仓 |
| CME | CME GROUP INC | $145.32万 | 0.01% | 4,921 | 2,000 | 68.5% | $59.06万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $145.24万 | 0.01% | 36,206 | -16,093 | -30.8% | -$64.56万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $145.11万 | 0.01% | 30,476 | -6,488 | -17.6% | -$30.89万 | 减仓 |
| SHEL | SHELL PLC | $145.03万 | 0.01% | 15,593 | 380 | 2.5% | $3.53万 | 加仓 |
| — | TIDAL TRUST II | $143.84万 | 0.01% | 102,014 | 26,655 | 35.4% | $37.58万 | 加仓 |
| PHM | PULTE GROUP INC | $143.13万 | 0.01% | 12,169 | 402 | 3.4% | $4.73万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $143.06万 | 0.01% | 66,324 | -835 | -1.2% | -$1.80万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $140.88万 | 0.01% | 25,798 | -1,516 | -5.6% | -$8.28万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $140.85万 | 0.01% | 29,453 | 22,143 | 302.9% | $105.89万 | 加仓 |
| IQV | IQVIA HLDGS INC | $140.32万 | 0.01% | 8,228 | 411 | 5.3% | $7.01万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $139.95万 | 0.01% | 46,217 | -5,708 | -11.0% | -$17.28万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $139.62万 | 0.01% | 4,945 | 1,127 | 29.5% | $31.82万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $139.36万 | 0.01% | 46,223 | 10,087 | 27.9% | $30.41万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $139.23万 | 0.01% | 26,289 | 10,856 | 70.3% | $57.49万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $138.11万 | 0.01% | 27,397 | 1,163 | 4.4% | $5.86万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $137.92万 | 0.01% | 23,364 | 2,411 | 11.5% | $14.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $137.84万 | 0.01% | 19,378 | 16,534 | 581.4% | $117.61万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $137.47万 | 0.01% | 19,312 | 967 | 5.3% | $6.88万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $136.87万 | 0.01% | 11,917 | -5,511 | -31.6% | -$63.29万 | 减仓 |
| IVZ | INVESCO LTD | $136.68万 | 0.01% | 56,270 | 10,278 | 22.3% | $24.97万 | 加仓 |
| ACU | ACME UTD CORP | $136.59万 | 0.01% | 30,415 | -4,226 | -12.2% | -$18.98万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $136.05万 | 0.01% | 31,607 | 4,418 | 16.2% | $19.02万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $135.94万 | 0.01% | 40,543 | 4,277 | 11.8% | $14.34万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $135.32万 | 0.01% | 34,319 | 3,043 | 9.7% | $12.00万 | 加仓 |
| RVTY | REVVITY INC | $135.21万 | 0.01% | 15,432 | 1,444 | 10.3% | $12.65万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $135.03万 | 0.01% | 2,854 | -689 | -19.4% | -$32.60万 | 减仓 |
| COWZ | PACER FDS TR | $134.19万 | 0.01% | 21,450 | 5,207 | 32.1% | $32.57万 | 加仓 |
| TIP | ISHARES TR | $134.13万 | 0.01% | 12,153 | 3,704 | 43.8% | $40.88万 | 加仓 |
| AZN | ASTRAZENECA PLC | $133.88万 | 0.01% | 6,789 | 6,789 | — | $133.88万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $132.07万 | 0.01% | 19,691 | 2,160 | 12.3% | $14.49万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $131.34万 | 0.01% | 28,179 | 2,763 | 10.9% | $12.88万 | 加仓 |
| ROE | EA SERIES TRUST | $130.28万 | 0.01% | 36,772 | -257 | -0.7% | -$9,106 | 减仓 |
| BP | BP PLC | $129.31万 | 0.01% | 27,511 | -1,139 | -4.0% | -$5.35万 | 减仓 |
| GSK | GSK PLC | $128.92万 | 0.01% | 23,359 | -8,466 | -26.6% | -$46.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $128.84万 | 0.01% | 3,092 | 73 | 2.4% | $3.04万 | 加仓 |
| MGC | VANGUARD WORLD FD | $128.79万 | 0.01% | 5,449 | -4,773 | -46.7% | -$112.81万 | 减仓 |
| VCR | VANGUARD WORLD FD | $128.20万 | 0.01% | 3,571 | -8,258 | -69.8% | -$296.47万 | 减仓 |
| OKLO | OKLO INC | $128.15万 | 0.01% | 25,841 | -9,280 | -26.4% | -$46.02万 | 减仓 |
| FDX | FEDEX CORP | $127.72万 | 0.01% | 3,586 | 799 | 28.7% | $28.46万 | 加仓 |
| BX | BLACKSTONE INC | $127.59万 | 0.01% | 11,096 | 847 | 8.3% | $9.74万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $127.42万 | 0.01% | 2,936 | 683 | 30.3% | $29.64万 | 加仓 |
| HSY | HERSHEY CO | $127.08万 | 0.01% | 6,113 | 22 | 0.4% | $4,573 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $126.98万 | 0.01% | 10,415 | -1,329 | -11.3% | -$16.20万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $126.90万 | 0.01% | 23,262 | -230,344 | -90.8% | -$1,256.54万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $126.63万 | 0.01% | 17,442 | -2,088 | -10.7% | -$15.16万 | 减仓 |
| CACI | CACI INTL INC | $125.14万 | 0.01% | 2,301 | -1,520 | -39.8% | -$82.67万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $124.70万 | 0.01% | 6,314 | 1,144 | 22.1% | $22.59万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $124.53万 | 0.01% | 37,613 | 4,760 | 14.5% | $15.76万 | 加仓 |
| CRH | CRH PLC | $124.32万 | 0.01% | 11,826 | -9,602 | -44.8% | -$100.94万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $124.11万 | 0.01% | 17,883 | 3,173 | 21.6% | $22.02万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $124.03万 | 0.01% | 67,481 | 37,460 | 124.8% | $68.85万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $123.20万 | 0.01% | 42,367 | 4,698 | 12.5% | $13.66万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $122.49万 | 0.01% | 48,801 | 13,165 | 36.9% | $33.04万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $120.53万 | 0.01% | 20,613 | 5,271 | 34.4% | $30.82万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $119.92万 | 0.01% | 16,518 | 2,415 | 17.1% | $17.53万 | 加仓 |
| XYL | XYLEM INC | $118.90万 | 0.01% | 9,950 | 9,950 | — | $118.90万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $116.78万 | 0.01% | 50,882 | 13,027 | 34.4% | $29.90万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $116.59万 | 0.01% | 69,030 | 9,321 | 15.6% | $15.74万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $116.30万 | 0.01% | 3,555 | -76 | -2.1% | -$2.49万 | 减仓 |
| CWB | SPDR SERIES TRUST | $116.03万 | 0.01% | 12,678 | -4,290 | -25.3% | -$39.26万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $116.01万 | 0.01% | 46,780 | 5,116 | 12.3% | $12.69万 | 加仓 |