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
KKR KKR & CO INC $134.65万0.01%14,670 2,34619.0% $21.53万 加仓
FEP FIRST TR EXCH TRD ALPHDX FD $134.16万0.01%23,516 -2,282-8.8% -$13.02万 减仓
COWZ PACER FDS TR $134.08万0.01%21,556 1060.5% $6,593 加仓
O REALTY INCOME CORP $133.90万0.01%21,611 2,77314.7% $17.18万 加仓
— TIDAL TRUST I $133.26万0.01%26,331 3,46115.1% $17.52万 加仓
RKLB ROCKET LAB CORP $133.23万0.01%13,107 2,67625.7% $27.20万 加仓
GSK GSK PLC $133.06万0.01%25,384 2,0258.7% $10.62万 加仓
MKSI MKS INC. $132.23万0.01%2,972 411.4% $1.82万 加仓
TEL TE CONNECTIVITY PLC $131.93万0.01%6,543 3,392107.6% $68.40万 加仓
— EATON VANCE SHORT DURATION D $129.93万0.01%120,530 14,06613.2% $15.16万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $129.92万0.01%25,726 -4,525-15.0% -$22.85万 减仓
LECO LINCOLN ELEC HLDGS INC $129.44万0.01%4,875 2,15779.4% $57.27万 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $128.80万0.01%6,647 1,07819.4% $20.89万 加仓
LGOV FIRST TR EXCHANGE-TRADED FD $128.67万0.01%60,125 -6,199-9.3% -$13.27万 减仓
EYLD CAMBRIA ETF TR $128.11万0.01%28,212 2,92711.6% $13.29万 加仓
EMHC SPDR SERIES TRUST $128.10万0.01%50,354 3,5747.6% $9.09万 加仓
ARM ARM HOLDINGS PLC $127.60万0.01%3,599 -146-3.9% -$5.18万 减仓
EMXC ISHARES INC $127.42万0.01%12,455 -413-3.2% -$4.23万 减仓
IUSG ISHARES TR $127.16万0.01%6,760 79813.4% $15.01万 加仓
— INNOVATOR ETFS TRUST $126.93万0.01%46,099 -79,421-63.3% -$218.69万 减仓
SPG SIMON PPTY GROUP INC NEW $126.81万0.01%5,670 1,64040.7% $36.68万 加仓
TMFC RBB FD INC $126.79万0.01%16,648 2,29116.0% $17.45万 加仓
WWD WOODWARD INC $126.62万0.01%2,976 40.1% $1,702 加仓
EFA ISHARES TR $126.49万0.01%12,176 -3,916-24.3% -$40.68万 减仓
AZN ASTRAZENECA PLC $126.37万0.01%6,665 -124-1.8% -$2.35万 减仓
— DBX ETF TR $126.29万0.01%49,897 -25,696-34.0% -$65.04万 减仓
ERIE ERIE INDTY CO $125.15万0.01%5,220 3,418189.7% $81.95万 重新持有
KN KNOWLES CORP $124.28万0.01%29,962 9563.3% $3.97万 加仓
IXN ISHARES TR $124.15万0.01%8,592 2563.1% $3.70万 加仓
VONE VANGUARD SCOTTSDALE FDS $123.58万0.01%3,649 83829.8% $28.38万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $123.55万0.01%4,984 -5,972-54.5% -$148.05万 减仓
SCCO SOUTHERN COPPER CORP $123.05万0.01%7,060 5,156270.8% $89.86万 加仓
IP INTERNATIONAL PAPER CO $122.70万0.01%32,203 -449,938-93.3% -$1,714.38万 减仓
BTI BRITISH AMERN TOB PLC $122.55万0.01%19,842 -771-3.7% -$4.76万 减仓
VCR VANGUARD WORLD FD $121.98万0.01%3,076 -495-13.9% -$19.63万 减仓
FJP FIRST TR EXCH TRD ALPHDX FD $121.33万0.01%15,897 -1,545-8.9% -$11.79万 减仓
CME CME GROUP INC $121.22万0.01%5,489 56811.5% $12.54万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $120.60万0.01%5,552 98121.5% $21.31万 加仓
PPA INVESCO EXCHANGE TRADED FD T $120.44万0.01%6,818 2,99078.1% $52.82万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $120.24万0.01%24,400 -11,775-32.6% -$58.03万 减仓
FTXL FIRST TR EXCHANGE TRADED FD $120.23万0.01%4,219 1,34246.6% $38.24万 加仓
— WISDOMTREE TR $120.12万0.01%18,150 -6,308-25.8% -$41.75万 减仓
DVN DEVON ENERGY CORP NEW $119.92万0.01%29,021 13,22583.7% $54.65万 加仓
AKAM AKAMAI TECHNOLOGIES INC $119.53万0.01%10,112 -1,805-15.1% -$21.34万 减仓
SHM SPDR SERIES TRUST $119.22万0.01%24,855 1,2365.2% $5.93万 加仓
GM GENERAL MTRS CO $119.20万0.01%15,464 3,35727.7% $25.88万 加仓
XT ISHARES TR $118.32万0.01%14,319 -71-0.5% -$5,867 减仓
EFOR EVERFORTH INC $118.23万0.01%66,161 66,161— $118.23万 新建仓
WELL WELLTOWER INC $117.93万0.01%5,195 1,09326.6% $24.81万 加仓
NUE NUCOR CORP $117.50万0.01%5,274 -311-5.6% -$6.93万 减仓
— INNOVATOR ETFS TRUST $117.42万0.01%39,732 39,732— $117.42万 新建仓
MSTR STRATEGY INC $117.27万0.01%13,489 -15,508-53.5% -$134.82万 减仓
VMI VALMONT INDS INC $117.24万0.01%2,030 2,030— $117.24万 新建仓
SRLN SSGA ACTIVE ETF TR $116.92万0.01%29,019 2,1217.9% $8.55万 加仓
VDC VANGUARD WORLD FD $116.33万0.01%5,159 51711.1% $11.66万 加仓
MSI MOTOROLA SOLUTIONS INC $115.88万0.01%2,790 -146-5.0% -$6.06万 减仓
MUSA MURPHY USA INC $115.78万0.01%2,149 45026.5% $24.24万 加仓
BAX BAXTER INTL INC $115.71万0.01%54,271 40,111283.3% $85.52万 加仓
— BLACKROCK ETF TRUST $115.56万0.01%41,339 3,83010.2% $10.71万 加仓
SAIC SCIENCE APPLICATIONS INTL CO $115.54万0.01%10,465 1,50716.8% $16.64万 加仓
VHT VANGUARD WORLD FD $115.20万0.01%3,853 78625.6% $23.50万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $114.29万0.01%17,855 -1,457-7.5% -$9.33万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $114.03万0.01%5,264 1292.5% $2.79万 加仓
IBD NORTHERN LTS FD TR IV $113.81万0.01%47,881 2,8756.4% $6.83万 加仓
— FIDELITY COVINGTON TRUST $113.36万0.01%34,264 5,56019.4% $18.40万 加仓
— WARNER BROS DISCOVERY INC $113.26万0.01%42,482 4361.0% $1.16万 加仓
IYR ISHARES TR $112.89万0.01%11,041 3,22041.2% $32.92万 加仓
TPR TAPESTRY INC $112.87万0.01%7,710 2974.0% $4.35万 加仓
SHEL SHELL PLC $112.44万0.01%14,501 -1,092-7.0% -$8.47万 减仓
ISMD NORTHERN LTS FD TR IV $111.83万0.01%22,368 4,78327.2% $23.91万 加仓
CARR CARRIER GLOBAL CORPORATION $110.80万0.01%15,105 2,25017.5% $16.50万 加仓
VTEB VANGUARD MUN BD FDS $110.67万0.01%21,879 4,47125.7% $22.61万 加仓
HRB BLOCK H & R INC $110.58万0.01%29,039 16,065123.8% $61.17万 加仓
MELI MERCADOLIBRE INC $110.47万0.01%651 -469-41.9% -$79.59万 减仓
MTB M & T BK CORP $110.36万0.01%4,637 2736.3% $6.50万 加仓
JMOM J P MORGAN EXCHANGE TRADED F $110.14万0.01%12,887 2562.0% $2.19万 加仓
VYMI VANGUARD WHITEHALL FDS $109.72万0.01%11,173 1,14511.4% $11.24万 加仓
IVOG VANGUARD ADMIRAL FDS INC $109.53万0.01%7,487 00.0% — 不变
RDVI FIRST TR EXCHANGE-TRADED FD $109.48万0.01%37,237 4,13012.5% $12.14万 加仓
NRG NRG ENERGY INC $109.07万0.01%7,467 -10,714-58.9% -$156.50万 减仓
HYS PIMCO ETF TR $109.03万0.01%11,659 -251-2.1% -$2.35万 减仓
EXPD EXPEDITORS INTL WASH INC $108.89万0.01%6,681 3285.2% $5.35万 加仓
LDOS LEIDOS HOLDINGS INC $108.02万0.01%10,490 -33,282-76.0% -$342.72万 减仓
NXT NEXTPOWER INC $107.98万0.01%9,063 3,78471.7% $45.08万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $107.83万0.01%12,169 6,477113.8% $57.39万 加仓
PAAA PGIM ETF TR $106.86万0.00%20,842 5,76538.2% $29.56万 加仓
LUV SOUTHWEST AIRLS CO $106.35万0.00%20,682 2,07511.2% $10.67万 加仓
AXON AXON ENTERPRISE INC $106.13万0.00%1,893 653.6% $3.64万 加仓
FV FIRST TR EXCHANGE TRADED FD $106.04万0.00%13,975 6444.8% $4.89万 加仓
— AMERICAN CENTY ETF TR $105.78万0.00%21,072 21,072— $105.78万 新建仓
ICF ISHARES TR $105.57万0.00%15,609 11,104246.5% $75.10万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $105.47万0.00%23,711 18,581362.2% $82.65万 重新持有
— AIM ETF PRODUCTS TRUST $105.32万0.00%31,540 -2,159,540-98.6% -$7,211.27万 减仓
POWL POWELL INDS INC $105.24万0.00%3,675 97836.3% $28.01万 加仓
EBAY EBAY INC. $105.02万0.00%9,396 5566.3% $6.21万 加仓
OCTW AIM ETF PRODUCTS TRUST $104.47万0.00%25,537 -2,198,438-98.9% -$8,993.76万 减仓
AOR ISHARES TR $104.25万0.00%15,000 -831-5.2% -$5.78万 减仓
DAL DELTA AIR LINES INC $104.19万0.00%11,125 -24,374-68.7% -$228.28万 减仓
DRI DARDEN RESTAURANTS INC $103.91万0.00%5,044 1,58045.6% $32.55万 加仓
AMSF AMERISAFE INC $103.75万0.00%30,669 30,669— $103.75万 新建仓