B. Riley Wealth Advisors, Inc.
MEMPHIS TN · SEC CIK 0001464811
$18.68亿2026Q2 申报市值
914持仓数
22.0%前十大占比 · 第一大 5.2%
91 / 109新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XMMO 加仓+$814.09万
IVV 加仓+$444.80万
APUE 加仓+$370.38万
NFLX 加仓+$340.94万
INTC 加仓+$317.17万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$357.48万
BROS 清仓-$352.68万
AGG 减仓-$345.44万
UBER 减仓-$338.32万
CRWD 减仓-$277.11万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9,780.18万 | 5.24% | 501,625 | 2,267 | 0.5% | $44.20万 | 加仓 |
| AAPL | APPLE INC | $6,415.97万 | 3.44% | 227,727 | 4,515 | 2.0% | $127.21万 | 加仓 |
| IVV | ISHARES TR | $4,438.64万 | 2.38% | 59,644 | 5,977 | 11.1% | $444.80万 | 加仓 |
| AMZN | AMAZON COM INC | $3,635.07万 | 1.95% | 151,373 | 2,626 | 1.8% | $63.06万 | 加仓 |
| META | META PLATFORMS INC | $3,342.60万 | 1.79% | 59,413 | 15 | 0.0% | $8,439 | 加仓 |
| MSFT | MICROSOFT CORP | $3,014.09万 | 1.61% | 81,778 | -1,446 | -1.7% | -$53.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,932.78万 | 1.57% | 345,642 | -654 | -0.2% | -$5.55万 | 减仓 |
| LLY | ELI LILLY & CO | $2,742.94万 | 1.47% | 22,302 | 208 | 0.9% | $25.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,497.22万 | 1.34% | 33,701 | 9 | 0.0% | $6,669 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $2,344.33万 | 1.26% | 510,969 | 80,729 | 18.8% | $370.38万 | 加仓 |
| GOOGL | ALPHABET INC | $2,247.20万 | 1.20% | 63,543 | 5,488 | 9.5% | $194.08万 | 加仓 |
| AVGO | BROADCOM INC | $2,140.29万 | 1.15% | 57,465 | -1,185 | -2.0% | -$44.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,119.38万 | 1.13% | 29,270 | -4,937 | -14.4% | -$357.48万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,090.21万 | 1.12% | 33,074 | 2,455 | 8.0% | $155.15万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,031.22万 | 1.09% | 61,181 | -254 | -0.4% | -$8.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,028.65万 | 1.09% | 92,789 | -1,459 | -1.5% | -$31.90万 | 减仓 |
| GOOG | ALPHABET INC | $1,905.35万 | 1.02% | 54,240 | 1,271 | 2.4% | $44.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,882.44万 | 1.01% | 101,529 | 10,956 | 12.1% | $203.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,867.53万 | 1.00% | 34,617 | -954 | -2.7% | -$51.47万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,844.94万 | 0.99% | 159,459 | -2,428 | -1.5% | -$28.09万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,814.59万 | 0.97% | 24,425 | -3,730 | -13.2% | -$277.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,643.32万 | 0.88% | 49,890 | 1,585 | 3.3% | $52.21万 | 加仓 |
| CSM | PROSHARES TR | $1,376.36万 | 0.74% | 162,845 | -1,692 | -1.0% | -$14.30万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,343.97万 | 0.72% | 354,422 | 10,124 | 2.9% | $38.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,338.32万 | 0.72% | 11,686 | 245 | 2.1% | $28.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1,327.36万 | 0.71% | 68,080 | -7,039,920 | -99.0% | -$13.73亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,270.40万 | 0.68% | 49,143 | 11,183 | 29.5% | $289.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,226.24万 | 0.66% | 24,723 | 909 | 3.8% | $45.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,154.39万 | 0.62% | 16,951 | -3,264 | -16.1% | -$222.28万 | 减仓 |
| TSLA | TESLA INC | $1,101.84万 | 0.59% | 26,754 | 116 | 0.4% | $4.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,018.73万 | 0.55% | 143,644 | -2,364 | -1.6% | -$16.77万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,003.68万 | 0.54% | 22,054 | 363 | 1.7% | $16.52万 | 加仓 |
| ICVT | ISHARES TR | $989.29万 | 0.53% | 81,888 | 16,941 | 26.1% | $204.66万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $981.60万 | 0.53% | 10,135 | -597 | -5.6% | -$57.82万 | 减仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $968.76万 | 0.52% | 252,940 | 41,467 | 19.6% | $158.82万 | 加仓 |
| GEV | GE VERNOVA INC | $967.58万 | 0.52% | 8,776 | -1,298 | -12.9% | -$143.11万 | 减仓 |
| DGRO | ISHARES TR | $940.20万 | 0.50% | 123,793 | 7,237 | 6.2% | $54.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $937.88万 | 0.50% | 25,547 | 896 | 3.6% | $32.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $930.99万 | 0.50% | 62,714 | -1,004 | -1.6% | -$14.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $915.65万 | 0.49% | 8,975 | 161 | 1.8% | $16.43万 | 加仓 |
| ETN | EATON CORP PLC | $913.42万 | 0.49% | 22,373 | 186 | 0.8% | $7.59万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $899.09万 | 0.48% | 53,703 | 48,626 | 957.8% | $814.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $893.14万 | 0.48% | 32,127 | 1,508 | 4.9% | $41.92万 | 加仓 |
| IVW | ISHARES TR | $881.86万 | 0.47% | 65,034 | -5,151 | -7.3% | -$69.85万 | 减仓 |
| BIL | SPDR SERIES TRUST | $864.80万 | 0.46% | 94,370 | -2,826 | -2.9% | -$25.90万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $851.07万 | 0.46% | 186,351 | 25,330 | 15.7% | $115.68万 | 加仓 |
| GLD | SPDR GOLD TR | $840.73万 | 0.45% | 22,810 | -1,874 | -7.6% | -$69.07万 | 减仓 |
| WMT | WALMART INC | $837.52万 | 0.45% | 73,082 | 7,842 | 12.0% | $89.87万 | 加仓 |
| ABBV | ABBVIE INC | $819.39万 | 0.44% | 32,220 | 1,308 | 4.2% | $33.26万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $789.73万 | 0.42% | 39,041 | 2,596 | 7.1% | $52.51万 | 加仓 |
| IUSB | ISHARES TR | $775.37万 | 0.42% | 167,394 | 40,741 | 32.2% | $188.71万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $768.65万 | 0.41% | 178,092 | 9,384 | 5.6% | $40.50万 | 加仓 |
| BA | BOEING CO | $749.92万 | 0.40% | 34,930 | 282 | 0.8% | $6.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $745.57万 | 0.40% | 38,240 | -3,815,760 | -99.0% | -$7.44亿 | 减仓 |
| URTH | ISHARES INC | $739.82万 | 0.40% | 36,763 | 1,062 | 3.0% | $21.37万 | 加仓 |
| BOND | PIMCO ETF TR | $736.23万 | 0.39% | 79,481 | 5,455 | 7.4% | $50.53万 | 加仓 |
| NFLX | NETFLIX INC. | $726.49万 | 0.39% | 98,467 | 46,211 | 88.4% | $340.94万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $723.24万 | 0.39% | 72,223 | 471 | 0.7% | $4.72万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $722.20万 | 0.39% | 405,048 | 1,328 | 0.3% | $2.37万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $721.30万 | 0.39% | 17,554 | -508 | -2.8% | -$20.87万 | 减仓 |
| CAT | CATERPILLAR INC | $706.20万 | 0.38% | 6,835 | 84 | 1.2% | $8.68万 | 加仓 |
| TJX | TJX COS INC NEW | $700.69万 | 0.38% | 46,332 | -291 | -0.6% | -$4.40万 | 减仓 |
| HD | HOME DEPOT INC | $684.35万 | 0.37% | 19,508 | 664 | 3.5% | $23.29万 | 加仓 |
| INTC | INTEL CORP | $664.87万 | 0.36% | 50,476 | 24,079 | 91.2% | $317.17万 | 加仓 |
| HYZD | WISDOMTREE TR | $649.20万 | 0.35% | 288,985 | 16,275 | 6.0% | $36.56万 | 加仓 |
| IWF | ISHARES TR | $642.48万 | 0.34% | 52,671 | 10,239 | 24.1% | $124.89万 | 加仓 |
| BX | BLACKSTONE INC | $637.83万 | 0.34% | 55,522 | 261 | 0.5% | $3.00万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $630.97万 | 0.34% | 83,572 | -44,810 | -34.9% | -$338.32万 | 减仓 |
| — | EXXON MOBIL CORP | $629.41万 | 0.34% | 46,260 | -582 | -1.2% | -$7.92万 | 减仓 |
| STIP | ISHARES TR | $626.85万 | 0.34% | 61,329 | 2,106 | 3.6% | $21.53万 | 加仓 |
| HL | HECLA MINING COMPANY | $626.59万 | 0.34% | 406,880 | -161 | -0.0% | -$2,479 | 减仓 |
| EFG | ISHARES TR | $617.63万 | 0.33% | 50,133 | 596 | 1.2% | $7.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $610.51万 | 0.33% | 6,449 | 89 | 1.4% | $8.43万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $608.42万 | 0.33% | 120,290 | 1,003 | 0.8% | $5.07万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $605.54万 | 0.32% | 454,953 | 146,108 | 47.3% | $194.47万 | 加仓 |
| SYK | STRYKER CORPORATION | $600.57万 | 0.32% | 18,170 | 44 | 0.2% | $1.45万 | 加仓 |
| V | VISA INC | $592.98万 | 0.32% | 17,356 | -912 | -5.0% | -$31.16万 | 减仓 |
| IEMG | ISHARES INC | $591.33万 | 0.32% | 72,360 | -25,416 | -26.0% | -$207.70万 | 减仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $588.34万 | 0.32% | 199,369 | 45,183 | 29.3% | $133.34万 | 加仓 |
| OIH | VANECK ETF TRUST | $581.62万 | 0.31% | 15,594 | -4,475 | -22.3% | -$166.91万 | 减仓 |
| IVE | ISHARES TR | $573.92万 | 0.31% | 25,265 | -3,229 | -11.3% | -$73.35万 | 减仓 |
| IWB | ISHARES TR | $569.14万 | 0.30% | 14,008 | -3,134 | -18.3% | -$127.33万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $557.86万 | 0.30% | 114,975 | 1,911 | 1.7% | $9.27万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $530.13万 | 0.28% | 14,668 | 114 | 0.8% | $4.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $520.45万 | 0.28% | 89,919 | 485 | 0.5% | $2.81万 | 加仓 |
| IEFA | ISHARES TR | $517.94万 | 0.28% | 53,773 | -8,169 | -13.2% | -$78.68万 | 减仓 |
| MS | MORGAN STANLEY | $515.86万 | 0.28% | 24,365 | -372 | -1.5% | -$7.88万 | 减仓 |
| ORCL | ORACLE CORP | $508.15万 | 0.27% | 34,390 | 4,193 | 13.9% | $61.96万 | 加仓 |
| CSCO | CISCO SYS INC | $499.97万 | 0.27% | 42,479 | -1,147 | -2.6% | -$13.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $496.19万 | 0.27% | 11,819 | 516 | 4.6% | $21.66万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $491.08万 | 0.26% | 31,065 | 1,267 | 4.3% | $20.03万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $490.84万 | 0.26% | 146,694 | 22,370 | 18.0% | $74.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $473.91万 | 0.25% | 9,299 | -264 | -2.8% | -$13.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $468.96万 | 0.25% | 16,884 | -6,030 | -26.3% | -$167.48万 | 减仓 |
| AMAT | APPLIED MATLS INC | $465.72万 | 0.25% | 6,705 | -280 | -4.0% | -$19.45万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $461.35万 | 0.25% | 81,743 | 23,166 | 39.5% | $130.75万 | 加仓 |
| C | CITIGROUP INC | $447.93万 | 0.24% | 31,436 | -260 | -0.8% | -$3.70万 | 减仓 |
| CVX | CHEVRON CORPORATION | $442.96万 | 0.24% | 26,293 | -620 | -2.3% | -$10.45万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $432.50万 | 0.23% | 118,488 | 645 | 0.5% | $2.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $426.02万 | 0.23% | 71,987 | -3,723 | -4.9% | -$22.03万 | 减仓 |