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 |
|---|---|---|---|---|---|---|---|---|
| CSM | PROSHARES TR | $1,376.36万 | 0.74% | 162,845 | -1,692 | -1.0% | -$14.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,643.32万 | 0.88% | 49,890 | 1,585 | 3.3% | $52.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,814.59万 | 0.97% | 24,425 | -3,730 | -13.2% | -$277.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,844.94万 | 0.99% | 159,459 | -2,428 | -1.5% | -$28.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,867.53万 | 1.00% | 34,617 | -954 | -2.7% | -$51.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,882.44万 | 1.01% | 101,529 | 10,956 | 12.1% | $203.13万 | 加仓 |
| GOOG | ALPHABET INC | $1,905.35万 | 1.02% | 54,240 | 1,271 | 2.4% | $44.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,028.65万 | 1.09% | 92,789 | -1,459 | -1.5% | -$31.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,031.22万 | 1.09% | 61,181 | -254 | -0.4% | -$8.43万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,090.21万 | 1.12% | 33,074 | 2,455 | 8.0% | $155.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,119.38万 | 1.13% | 29,270 | -4,937 | -14.4% | -$357.48万 | 减仓 |
| AVGO | BROADCOM INC | $2,140.29万 | 1.15% | 57,465 | -1,185 | -2.0% | -$44.14万 | 减仓 |
| GOOGL | ALPHABET INC | $2,247.20万 | 1.20% | 63,543 | 5,488 | 9.5% | $194.08万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $2,344.33万 | 1.26% | 510,969 | 80,729 | 18.8% | $370.38万 | 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 |
| LLY | ELI LILLY & CO | $2,742.94万 | 1.47% | 22,302 | 208 | 0.9% | $25.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,932.78万 | 1.57% | 345,642 | -654 | -0.2% | -$5.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,014.09万 | 1.61% | 81,778 | -1,446 | -1.7% | -$53.30万 | 减仓 |
| META | META PLATFORMS INC | $3,342.60万 | 1.79% | 59,413 | 15 | 0.0% | $8,439 | 加仓 |
| AMZN | AMAZON COM INC | $3,635.07万 | 1.95% | 151,373 | 2,626 | 1.8% | $63.06万 | 加仓 |
| IVV | ISHARES TR | $4,438.64万 | 2.38% | 59,644 | 5,977 | 11.1% | $444.80万 | 加仓 |
| AAPL | APPLE INC | $6,415.97万 | 3.44% | 227,727 | 4,515 | 2.0% | $127.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,780.18万 | 5.24% | 501,625 | 2,267 | 0.5% | $44.20万 | 加仓 |