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AE财富管理 · 13F 持仓分析
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AE财富管理

AE Wealth Management LLCNo.367 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$214.55亿
环比变动 Q1 2026
+$29.62亿+16.0%
持仓股票数
2654
新买入
236
加仓
1316
减仓
835
清仓
168
持股不变
267
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
3.59%3.4%$7.70亿384.9万股$6.29亿360.4万股+24.5万股+6.79%加仓
苹果AAPL
3.46%3.32%$7.42亿256.5万股$6.14亿241.8万股+14.6万股+6.05%加仓
微软MSFT
2.38%2.57%$5.10亿136.7万股$4.75亿128.4万股+8.2万股+6.41%加仓
J骏利Detroit策略信托VNLA
2.02%2.09%$4.33亿887.1万股$3.87亿791.4万股+95.6万股+12.08%加仓
亚马逊AMZN
1.91%1.8%$4.10亿172.1万股$3.33亿159.7万股+12.5万股+7.81%加仓
IiShares安硕信托IVV
1.81%1.89%$3.88亿51.8万股$3.50亿53.6万股-1.8万股-3.36%减仓
SSPDR道富系列信托SPYG
1.65%1.62%$3.53亿297.0万股$3.00亿306.9万股-9.9万股-3.23%减仓
谷歌AGOOGL
1.61%1.36%$3.45亿96.6万股$2.51亿87.4万股+9.2万股+10.52%加仓
博通AVGO
1.39%1.21%$2.98亿78.8万股$2.24亿72.5万股+6.3万股+8.70%加仓
美光科技MU
1.37%0.51%$2.93亿25.4万股$9,342.4万27.7万股-2.2万股-8.11%减仓
AAVANTIS CORE FIXED INCOME ETFAVIG
1.26%1.47%$2.70亿652.8万股$2.71亿653.5万股-7,204股-0.11%减仓
S道富SPYM
1.24%0.76%$2.66亿302.8万股$1.41亿184.7万股+118.0万股+63.90%加仓
V先锋领航指数基金VOO
1.06%1.02%$2.28亿33.2万股$1.90亿31.7万股+1.5万股+4.68%加仓
S道富SPYV
1.02%1.1%$2.18亿358.3万股$2.03亿358.6万股-3,614股-0.10%减仓
Meta平台META
0.99%1.11%$2.12亿37.7万股$2.06亿36.0万股+1.7万股+4.81%加仓
IiShares安硕信托IWY
0.93%0.89%$1.99亿68.4万股$1.64亿65.9万股+2.6万股+3.89%加仓
PPIMCO太平洋投资管理ETFPYLD
0.92%1.13%$1.98亿745.2万股$2.08亿794.5万股-49.4万股-6.21%减仓
AMD超威AMD
0.88%0.42%$1.89亿32.6万股$7,706.9万37.9万股-5.3万股-14.06%减仓
应用材料AMAT
0.8%0.38%$1.71亿23.7万股$6,964.1万20.4万股+3.3万股+16.29%加仓
PPimco Active Bond ETFBOND
0.79%0.94%$1.70亿184.3万股$1.75亿189.3万股-4.9万股-2.61%减仓
摩根大通JPM
0.77%0.74%$1.65亿50.4万股$1.36亿46.4万股+4.0万股+8.67%加仓
EELEVATION SERIES TRUSTONEZ
0.75%0.34%$1.60亿579.7万股$6,364.7万254.2万股+325.5万股+128.05%加仓
AAIM ETF PRODUCTS TRUSTSIXD
0.72%<0.01%$1.54亿499.8万股$20.9万7,380股+499.1万股+67,630.26%加仓
J骏利亨德森JAAA
0.7%0.72%$1.50亿298.0万股$1.33亿264.0万股+34.0万股+12.86%加仓
伯克希尔哈撒韦BRK.B
0.7%0.72%$1.50亿29.9万股$1.32亿27.6万股+2.3万股+8.20%加仓
CCAPITOL SER TRSCEC
0.69%0.75%$1.49亿595.5万股$1.38亿549.3万股+46.2万股+8.41%加仓
思科CSCO
0.69%0.61%$1.48亿125.9万股$1.13亿145.7万股-19.9万股-13.63%减仓
S道富MDYG
0.68%0.63%$1.46亿130.5万股$1.17亿121.9万股+8.6万股+7.09%加仓
IiShares安硕信托IEFA
0.67%0.64%$1.44亿148.7万股$1.18亿130.7万股+18.0万股+13.77%加仓
强生JNJ
0.67%0.72%$1.43亿56.3万股$1.34亿54.7万股+1.6万股+2.90%加仓
PPIMCO太平洋投资管理ETFBILZ
0.66%0.43%$1.41亿139.9万股$7,886.7万78.1万股+61.8万股+79.16%加仓
F富达·MSCIFIDU
0.65%0.61%$1.40亿140.5万股$1.12亿129.8万股+10.7万股+8.22%加仓
SSTERLING CAP FDSSCEP
0.62%0.71%$1.32亿528.5万股$1.31亿554.3万股-25.8万股-4.65%减仓
AAIM ETF PRODUCTS TRUSTMAYW
0.6%<0.01%$1.29亿371.1万股$71021股+371.1万股+17,672,380.95%加仓
特斯拉TSLA
0.59%0.57%$1.27亿30.2万股$1.05亿28.4万股+1.9万股+6.53%加仓
F富达Covington信托FDIS
0.59%0.56%$1.27亿123.1万股$1.03亿110.3万股+12.8万股+11.58%加仓
DDimensional维度ETF信托DFAU
0.58%0.57%$1.24亿240.2万股$1.05亿233.6万股+6.7万股+2.85%加仓
IiShares安硕信托IWX
0.58%0.55%$1.24亿117.6万股$1.02亿110.3万股+7.3万股+6.61%加仓
A美国世纪ETF信托AVXC
0.57%0.49%$1.23亿143.4万股$9,062.9万134.0万股+9.4万股+7.02%加仓
IiShares安硕信托SGOV
0.57%0.53%$1.22亿121.2万股$9,738.0万96.7万股+24.5万股+25.32%加仓
沃尔玛WMT
0.55%0.61%$1.17亿103.4万股$1.12亿90.5万股+12.9万股+14.26%加仓
PPIMCO太平洋投资管理ETFMINT
0.54%0.55%$1.15亿114.2万股$1.01亿100.4万股+13.8万股+13.70%加仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.54%0.52%$1.15亿148.8万股$9,703.9万137.9万股+10.8万股+7.86%加仓
SSPDR标普500 ETFSPY
0.53%0.33%$1.15亿15.4万股$6,172.8万9.5万股+5.8万股+61.46%加仓
VisaV
0.53%0.49%$1.13亿33.1万股$9,129.2万30.2万股+2.9万股+9.51%加仓
SSTERLING CAP FDSSCMC
0.52%0.54%$1.11亿442.5万股$1.00亿400.1万股+42.4万股+10.61%加仓
FFIDELITY MSCI UTILS INDEX ETFFUTY
0.51%0.54%$1.09亿186.6万股$9,976.0万168.9万股+17.7万股+10.47%加仓
AAIM ETF PRODUCTS TRUSTMAYT
0.48%<0.01%$1.04亿265.4万股$1.9万503股+265.4万股+527,630.62%加仓
万事达MA
0.47%0.54%$9,981.6万19.4万股$9,999.8万20.0万股-5,787股-2.89%减仓
S道富MDYV
0.47%0.44%$9,978.2万105.2万股$8,179.3万96.1万股+9.1万股+9.52%加仓

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