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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR 看涨期权 | $12.58万 | 0.01% | 1,400 | 1,400 | — | $12.58万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $12.79万 | 0.01% | 13,577 | -110 | -0.8% | -$1,036 | 减仓 |
| — | CLOUGH GLOBAL EQUITY FD | $12.84万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $13.12万 | 0.01% | 10,315 | 91 | 0.9% | $1,158 | 加仓 |
| — | RE/MAX HLDGS INC | $13.35万 | 0.01% | 13,419 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $13.36万 | 0.01% | 12,386 | 105 | 0.9% | $1,133 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $13.43万 | 0.01% | 20,655 | 270 | 1.3% | $1,755 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $13.53万 | 0.01% | 10,166 | -573 | -5.3% | -$7,627 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $13.54万 | 0.01% | 10,829 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $13.62万 | 0.01% | 1,525 | 695 | 83.7% | $6.21万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $13.67万 | 0.01% | 10,305 | 10,305 | — | $13.67万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $13.88万 | 0.01% | 18,167 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $13.98万 | 0.01% | 2,800 | -8,200 | -74.5% | -$40.95万 | 减仓 |
| — | SPROTT FDS TR 看涨期权 | $13.98万 | 0.01% | 2,800 | -277,200 | -99.0% | -$1,384.34万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $14.04万 | 0.01% | 10,919 | 116 | 1.1% | $1,492 | 加仓 |
| BULL | WEBULL CORP | $14.18万 | 0.01% | 21,010 | 10 | 0.0% | $68 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $14.34万 | 0.01% | 10,160 | 10,160 | — | $14.34万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $15.36万 | 0.01% | 21,629 | -4,000 | -15.6% | -$2.84万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $15.55万 | 0.01% | 16,647 | -3,909 | -19.0% | -$3.65万 | 减仓 |
| MMM | 3M CO 看涨期权 | $16.24万 | 0.01% | 1,000 | -99,000 | -99.0% | -$1,608.06万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $16.29万 | 0.01% | 19,743 | 2,288 | 13.1% | $1.89万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $16.30万 | 0.01% | 11,295 | 135 | 1.2% | $1,948 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $16.41万 | 0.01% | 14,808 | 0 | 0.0% | — | 不变 |
| — | JOHN HANCOCK DIVERSIFIED INC | $16.57万 | 0.01% | 14,600 | -1,552 | -9.6% | -$1.76万 | 减仓 |
| EWZ | ISHARES INC | $17.14万 | 0.01% | 4,960 | 1,810 | 57.5% | $6.25万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $17.14万 | 0.01% | 11,685 | -737 | -5.9% | -$1.08万 | 减仓 |
| SAN | BANCO SANTANDER SA | $17.23万 | 0.01% | 12,625 | -3,037 | -19.4% | -$4.15万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $17.24万 | 0.01% | 35,771 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $17.31万 | 0.01% | 35,996 | 434 | 1.2% | $2,088 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.84万 | 0.01% | 13,905 | 13,905 | — | $17.84万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $17.85万 | 0.01% | 1,114 | 201 | 22.0% | $3.22万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $17.93万 | 0.01% | 11,900 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $18.00万 | 0.01% | 20,522 | 206 | 1.0% | $1,807 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $18.11万 | 0.01% | 29,831 | 50 | 0.2% | $304 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.48万 | 0.01% | 11,079 | -3 | -0.0% | -$50 | 减仓 |
| — | VOYA EMERGING MKTS HIGH DIVI | $18.60万 | 0.01% | 24,191 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $18.69万 | 0.01% | 25,815 | 4,312 | 20.1% | $3.12万 | 加仓 |
| DOW | DOW HLDGS INC | $18.79万 | 0.01% | 6,730 | -1,583 | -19.0% | -$4.42万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $19.02万 | 0.01% | 6,758 | 6,758 | — | $19.02万 | 新建仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $19.10万 | 0.01% | 12,948 | 4 | 0.0% | $59 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $19.16万 | 0.01% | 10,531 | -8,636 | -45.1% | -$15.71万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $19.25万 | 0.01% | 15,959 | 2,370 | 17.4% | $2.86万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $19.40万 | 0.01% | 10,479 | -1,351 | -11.4% | -$2.50万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $19.59万 | 0.01% | 12,256 | -319 | -2.5% | -$5,098 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $19.75万 | 0.01% | 21,562 | 17 | 0.1% | $156 | 加仓 |
| KMB | KIMBERLY-CLARK CORP 看涨期权 | $19.78万 | 0.01% | 1,800 | -58,200 | -97.0% | -$639.68万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $19.95万 | 0.01% | 6,834 | 6,834 | — | $19.95万 | 新建仓 |
| INTU | INTUIT | $20.10万 | 0.01% | 754 | -481 | -38.9% | -$12.82万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $20.10万 | 0.01% | 7,792 | 7,792 | — | $20.10万 | 新建仓 |
| OGE | OGE ENERGY CORP | $20.12万 | 0.01% | 4,087 | -1,500 | -26.8% | -$7.38万 | 重新持有 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.13万 | 0.01% | 1,666 | -2,236 | -57.3% | -$27.02万 | 重新持有 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $20.13万 | 0.01% | 20,014 | -27 | -0.1% | -$272 | 减仓 |
| — | PROSHARES TR | $20.23万 | 0.01% | 2,357 | 6 | 0.3% | $515 | 重新持有 |
| PEY | INVESCO EXCHANGE TRADED FD T | $20.32万 | 0.01% | 8,672 | 8,672 | — | $20.32万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $20.32万 | 0.01% | 10,500 | 10,500 | — | $20.32万 | 新建仓 |
| NKE | NIKE INC | $20.36万 | 0.01% | 4,907 | -565 | -10.3% | -$2.34万 | 减仓 |
| KVUE | KENVUE INC | $20.40万 | 0.01% | 10,698 | 197 | 1.9% | $3,757 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.41万 | 0.01% | 1,224 | -217 | -15.1% | -$3.62万 | 减仓 |
| NVO | NOVO-NORDISK A S | $20.42万 | 0.01% | 4,224 | -3,824 | -47.5% | -$18.49万 | 重新持有 |
| MFC | MANULIFE FINL CORP | $20.53万 | 0.01% | 5,046 | -2,047 | -28.9% | -$8.33万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $20.62万 | 0.01% | 771 | -64 | -7.7% | -$1.71万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $20.79万 | 0.01% | 2,942 | -39 | -1.3% | -$2,755 | 减仓 |
| IREN | IREN LIMITED | $20.80万 | 0.01% | 4,530 | -1,113 | -19.7% | -$5.11万 | 重新持有 |
| TKO | TKO GROUP HOLDINGS INC | $20.86万 | 0.01% | 986 | 986 | — | $20.86万 | 新建仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $20.92万 | 0.01% | 2,550 | 2,550 | — | $20.92万 | 新建仓 |
| DWX | SPDR INDEX SHS FDS | $21.12万 | 0.01% | 4,575 | 21 | 0.5% | $969 | 加仓 |
| MLN | VANECK ETF TRUST | $21.12万 | 0.01% | 11,859 | 11,859 | — | $21.12万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD | $21.12万 | 0.01% | 13,030 | 50 | 0.4% | $811 | 加仓 |
| MELI | MERCADOLIBRE INC | $21.21万 | 0.01% | 126 | -6 | -4.5% | -$1.01万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $21.35万 | 0.01% | 971 | 971 | — | $21.35万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $21.36万 | 0.01% | 7,314 | -50 | -0.7% | -$1,460 | 重新持有 |
| DHS | WISDOMTREE TR | $21.40万 | 0.01% | 1,870 | 4 | 0.2% | $458 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.43万 | 0.01% | 3,680 | 3,680 | — | $21.43万 | 新建仓 |
| MP | MP MATERIALS CORP | $21.44万 | 0.01% | 3,917 | 3,917 | — | $21.44万 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $21.46万 | 0.01% | 8,675 | 8,675 | — | $21.46万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $21.47万 | 0.01% | 51,000 | 3,000 | 6.2% | $1.26万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $21.52万 | 0.01% | 103 | -4 | -3.7% | -$8,356 | 重新持有 |
| IEI | ISHARES TR | $21.54万 | 0.01% | 1,829 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $21.57万 | 0.01% | 2,005 | 459 | 29.7% | $4.94万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $21.58万 | 0.01% | 400 | -99,600 | -99.6% | -$5,373.32万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.70万 | 0.01% | 6,083 | -25,880 | -81.0% | -$92.32万 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $21.73万 | 0.01% | 12,811 | 1,555 | 13.8% | $2.64万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $21.75万 | 0.01% | 1,770 | 0 | 0.0% | — | 重新持有 |
| INCM | FRANKLIN TEMPLETON ETF TR | $21.77万 | 0.01% | 7,475 | 7,475 | — | $21.77万 | 新建仓 |
| PPL | PPL CORP | $21.84万 | 0.01% | 5,944 | -878 | -12.9% | -$3.23万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $21.88万 | 0.01% | 8,066 | -1,213 | -13.1% | -$3.29万 | 减仓 |
| TFC | TRUIST FINL CORP | $21.90万 | 0.01% | 4,330 | 59 | 1.4% | $2,984 | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $21.97万 | 0.01% | 832 | -11 | -1.3% | -$2,904 | 减仓 |
| DLN | WISDOMTREE TR | $21.97万 | 0.01% | 2,277 | -9 | -0.4% | -$868 | 重新持有 |
| EOG | EOG RES INC | $21.99万 | 0.01% | 1,667 | 304 | 22.3% | $4.01万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.17万 | 0.01% | 2,685 | -600 | -18.3% | -$4.95万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $22.17万 | 0.01% | 2,146 | -43 | -2.0% | -$4,443 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $22.19万 | 0.01% | 2,434 | -255 | -9.5% | -$2.33万 | 重新持有 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $22.27万 | 0.01% | 1,500 | -98,500 | -98.5% | -$1,462.23万 | 减仓 |
| CTAS | CINTAS CORP | $22.37万 | 0.01% | 1,323 | -55 | -4.0% | -$9,301 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $22.40万 | 0.01% | 1,393 | -4,312 | -75.6% | -$69.33万 | 重新持有 |
| VTES | VANGUARD WELLINGTON FD | $22.42万 | 0.01% | 2,213 | 4 | 0.2% | $405 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.47万 | 0.01% | 989 | -351 | -26.2% | -$7.97万 | 减仓 |
| MDB | MONGODB INC | $22.56万 | 0.01% | 667 | 667 | — | $22.56万 | 新建仓 |
| MKL | MARKEL GROUP INC | $22.69万 | 0.01% | 116 | 4 | 3.6% | $7,824 | 加仓 |