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
EXEL EXELIXIS INC $177.09万0.01%32,548 26,420431.1% $143.75万 加仓
RGLD ROYAL GOLD INC $176.60万0.01%8,847 1,03713.3% $20.70万 加仓
PHM PULTE GROUP INC $174.71万0.01%12,732 5634.6% $7.73万 加仓
DHR DANAHER CORP DEL $174.69万0.01%9,172 -1,243-11.9% -$23.67万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $174.38万0.01%73,114 22,23243.7% $53.02万 加仓
— FIRST TR EXCHANGE-TRADED FD $174.06万0.01%84,741 84,741— $174.06万 新建仓
FDEC FIRST TR EXCHNG TRADED FD VI $173.06万0.01%31,773 -564-1.7% -$3.07万 减仓
PMAR INNOVATOR ETFS TRUST $172.61万0.01%36,134 -6,941-16.1% -$33.16万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $172.25万0.01%34,601 2,2667.0% $11.28万 加仓
NXPI NXP SEMICONDUCTORS N V $172.12万0.01%6,124 4127.2% $11.58万 加仓
— INNOVATOR ETFS TRUST $172.01万0.01%42,831 -1,224-2.8% -$4.92万 减仓
— INNOVATOR ETFS TRUST $171.89万0.01%67,542 67,542— $171.89万 新建仓
URI UNITED RENTALS INC $171.54万0.01%1,514 18413.8% $20.85万 加仓
ED CONSOLIDATED EDISON INC $170.94万0.01%15,451 1390.9% $1.54万 加仓
TLH ISHARES TR $170.49万0.01%16,990 7,41977.5% $74.45万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $169.75万0.01%39,348 5,02914.7% $21.70万 加仓
BX BLACKSTONE INC $169.72万0.01%14,424 3,32830.0% $39.16万 加仓
NULG NUSHARES ETF TR $169.58万0.01%14,487 13,5571,457.7% $158.70万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $168.62万0.01%98,204 30,72345.5% $52.75万 加仓
RHI ROBERT HALF INC. $168.50万0.01%54,887 54,887— $168.50万 新建仓
TER TERADYNE INC $166.55万0.01%3,442 -324-8.6% -$15.68万 减仓
CNP CENTERPOINT ENERGY INC $166.33万0.01%37,766 2,3546.6% $10.37万 加仓
— INNOVATOR ETFS TRUST $166.33万0.01%82,158 82,158— $166.33万 新建仓
IQV IQVIA HLDGS INC $166.16万0.01%8,599 3714.5% $7.17万 加仓
RPRX ROYALTY PHARMA PLC $166.13万0.01%29,628 3,57813.7% $20.06万 重新持有
PJUL INNOVATOR ETFS TRUST $166.09万0.01%34,027 -214-0.6% -$1.04万 减仓
— INNOVATOR ETFS TRUST $166.06万0.01%81,436 68,435526.4% $139.55万 加仓
YUM YUM BRANDS INC $165.78万0.01%10,370 -603-5.5% -$9.64万 减仓
— INNOVATOR ETFS TRUST $165.17万0.01%73,377 61,083496.9% $137.50万 加仓
XLY SELECT SECTOR SPDR TR $165.13万0.01%14,080 4773.5% $5.59万 加仓
— FIDELITY COVINGTON TRUST $165.05万0.01%41,682 4,06910.8% $16.11万 加仓
— ETF OPPORTUNITIES TRUST $163.17万0.01%29,923 -553-1.8% -$3.02万 减仓
FANG DIAMONDBACK ENERGY INC $162.97万0.01%9,271 7398.7% $12.99万 加仓
PAUG INNOVATOR ETFS TRUST $162.57万0.01%35,620 -26,261-42.4% -$119.86万 减仓
MLI MUELLER INDS INC $162.45万0.01%13,213 -3,067-18.8% -$37.71万 减仓
HYMB SPDR SERIES TRUST $161.82万0.01%63,610 -13,240-17.2% -$33.68万 减仓
AAL AMERICAN AIRLINES GROUP INC $160.99万0.01%89,091 4,3035.1% $7.78万 加仓
— EXCHANGE LISTED FDS TR $160.70万0.01%57,910 36,853175.0% $102.26万 加仓
SCHA SCHWAB STRATEGIC TR $160.67万0.01%44,469 2,1025.0% $7.59万 加仓
HCA HCA HEALTHCARE INC $160.44万0.01%4,115 1,26144.2% $49.17万 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $159.34万0.01%72,695 -20,187-21.7% -$44.25万 减仓
FVAL FIDELITY COVINGTON TRUST $158.52万0.01%20,341 2,45813.7% $19.16万 加仓
EWZ ISHARES INC $158.09万0.01%45,824 -5,178-10.2% -$17.86万 减仓
— FIDELITY COVINGTON TRUST $157.19万0.01%31,464 -143-0.5% -$7,144 减仓
DGX QUEST DIAGNOSTICS INC $154.54万0.01%7,291 -252-3.3% -$5.34万 减仓
KORP AMERICAN CENTY ETF TR $153.90万0.01%32,849 4,67016.6% $21.88万 加仓
WMB WILLIAMS COS INC $153.74万0.01%20,680 8,54570.4% $63.52万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $153.63万0.01%27,887 4901.8% $2.70万 加仓
FAAR FIRST TR EXCHANGE TRAD FD VI $153.55万0.01%48,560 2,8316.2% $8.95万 加仓
POCT INNOVATOR ETFS TRUST $153.41万0.01%33,055 -6,930-17.3% -$32.16万 减仓
IVZ INVESCO LTD $153.16万0.01%58,037 1,7673.1% $4.66万 加仓
— NEOS ETF TRUST $153.01万0.01%31,581 22,138234.4% $107.26万 加仓
PJUN INNOVATOR ETFS TRUST $152.87万0.01%35,363 -1,039-2.9% -$4.49万 减仓
FQAL FIDELITY COVINGTON TRUST $152.74万0.01%18,773 2,25513.7% $18.35万 加仓
SCHB SCHWAB STRATEGIC TR $152.73万0.01%52,739 3,9388.1% $11.40万 加仓
PDEC INNOVATOR ETFS TRUST $152.43万0.01%33,217 -7,712-18.8% -$35.39万 减仓
FDMO FIDELITY COVINGTON TRUST $152.43万0.01%15,464 1,95314.5% $19.25万 加仓
FMF FIRST TR EXCHANGE-TRADED FD $152.26万0.01%30,379 -6,232-17.0% -$31.24万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $152.24万0.01%3,936 1,29549.0% $50.09万 加仓
NTRA NATERA INC $151.93万0.01%5,597 3065.8% $8.31万 加仓
IGM ISHARES TR $151.80万0.01%9,280 -2-0.0% -$327 减仓
ROE EA SERIES TRUST $150.75万0.01%35,362 -1,410-3.8% -$6.01万 减仓
HSBC HSBC HLDGS PLC $150.42万0.01%15,819 7,05780.5% $67.10万 加仓
PDP INVESCO EXCHANGE TRADED FD T $150.38万0.01%9,911 8,695715.0% $131.93万 加仓
PWR QUANTA SVCS INC $149.78万0.01%2,080 39323.3% $28.30万 加仓
QTUM ETF SER SOLUTIONS $148.91万0.01%9,004 3,22355.8% $53.30万 加仓
AVUV AMERICAN CENTY ETF TR $147.65万0.01%11,834 7,904201.1% $98.61万 加仓
SNY SANOFI SA $147.20万0.01%34,504 3,96613.0% $16.92万 加仓
NVS NOVARTIS AG $147.19万0.01%9,392 -857-8.4% -$13.43万 减仓
— INNOVATOR ETFS TRUST $147.01万0.01%65,308 54,612510.6% $122.93万 加仓
BABA ALIBABA GROUP HLDG LTD $146.80万0.01%15,295 2,13316.2% $20.47万 加仓
FIIG FIRST TR EXCHANGE-TRADED FD $146.33万0.01%70,656 -2,237-3.1% -$4.63万 减仓
— AIM ETF PRODUCTS TRUST $145.99万0.01%47,990 -100,023-67.6% -$304.27万 减仓
JPIB J P MORGAN EXCHANGE TRADED F $145.06万0.01%30,003 5501.9% $2.66万 加仓
CORP PIMCO ETF TR $144.24万0.01%14,885 7,610104.6% $73.74万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $143.88万0.01%28,184 4,82020.6% $24.61万 加仓
HLT HILTON WORLDWIDE HLDGS INC $143.88万0.01%4,354 1,49852.5% $49.50万 加仓
WRB BERKLEY W R CORP $143.55万0.01%20,353 13,528198.2% $95.41万 加仓
SMA SMARTSTOP SELF STORAG REIT I $143.35万0.01%44,108 -2,109-4.6% -$6.85万 减仓
MAR MARRIOTT INTL INC NEW $143.22万0.01%3,863 3088.7% $11.42万 加仓
A AGILENT TECHNOLOGIES INC $142.51万0.01%10,728 -4,277-28.5% -$56.82万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $142.48万0.01%10,187 -228-2.2% -$3.19万 减仓
— FIRST TR EXCHANGE-TRADED FD $141.97万0.01%26,097 25,5714,861.4% $139.11万 加仓
BRO BROWN & BROWN INC $141.53万0.01%22,062 12,910141.1% $82.82万 加仓
LNTH LANTHEUS HLDGS INC $141.23万0.01%12,730 1,15310.0% $12.79万 加仓
FTNT FORTINET INC $141.13万0.01%9,187 -4,698-33.8% -$72.17万 减仓
DTM DT MIDSTREAM INC $140.88万0.01%9,600 -3,242-25.2% -$47.58万 减仓
TFLO ISHARES TR $139.82万0.01%27,616 -11,046-28.6% -$55.93万 减仓
PAPR INNOVATOR ETFS TRUST $139.44万0.01%33,042 6,40724.1% $27.04万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $139.39万0.01%16,014 -3,677-18.7% -$32.01万 减仓
R RYDER SYS INC $139.24万0.01%5,278 52111.0% $13.74万 加仓
BE BLOOM ENERGY CORP $138.79万0.01%4,585 1,06730.3% $32.30万 加仓
VXF VANGUARD INDEX FDS $138.10万0.01%5,609 -3,994-41.6% -$98.34万 减仓
ILDR FIRST TR EXCHNG TRADED FD VI $137.98万0.01%35,160 -1,931-5.2% -$7.58万 减仓
CAG CONAGRA BRANDS INC $137.63万0.01%102,250 -848,221-89.2% -$1,141.71万 减仓
MDT MEDTRONIC PLC $137.33万0.01%17,556 -303-1.7% -$2.37万 减仓
HAL HALLIBURTON CO $136.88万0.01%40,318 2730.7% $9,268 加仓
RDIV INVESCO EXCH TRADED FD TR II $136.31万0.01%23,502 3,95820.3% $22.96万 加仓
TT TRANE TECHNOLOGIES PLC $135.82万0.01%2,765 -327-10.6% -$16.06万 减仓
HSY HERSHEY CO $134.97万0.01%7,692 1,57925.8% $27.71万 加仓