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 |
|---|---|---|---|---|---|---|---|---|
| OAKM | HARRIS OAKMARK ETF TRUST | $22.70万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $22.77万 | 0.01% | 1,469 | 1,469 | — | $22.77万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $22.79万 | 0.01% | 3,769 | -749 | -16.6% | -$4.53万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $22.85万 | 0.01% | 3,798 | -614 | -13.9% | -$3.69万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $23.16万 | 0.01% | 15,105 | 102 | 0.7% | $1,564 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $23.21万 | 0.01% | 1,747 | -482 | -21.6% | -$6.40万 | 重新持有 |
| TMUS | T-MOBILE US INC | $23.22万 | 0.01% | 1,335 | -52 | -3.7% | -$9,044 | 减仓 |
| UTES | ETFIS SER TR I | $23.27万 | 0.01% | 2,787 | 2,787 | — | $23.27万 | 新建仓 |
| DTE | DTE ENERGY CO | $23.27万 | 0.01% | 1,511 | 1,511 | — | $23.27万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.29万 | 0.01% | 724 | -149 | -17.1% | -$4.79万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $23.38万 | 0.01% | 2,897 | -48 | -1.6% | -$3,873 | 减仓 |
| SHYG | ISHARES TR | $23.50万 | 0.01% | 5,539 | 5,539 | — | $23.50万 | 新建仓 |
| PEP | PEPSICO INC 看涨期权 | $23.58万 | 0.01% | 1,700 | -319,500 | -99.5% | -$4,430.83万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $23.61万 | 0.01% | 4,657 | 4,657 | — | $23.61万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $23.64万 | 0.01% | 5,979 | 155 | 2.7% | $6,129 | 加仓 |
| IRM | IRON MTN INC DEL | $23.68万 | 0.01% | 1,822 | -1,258 | -40.8% | -$16.35万 | 重新持有 |
| ONON | ON HLDG AG | $23.70万 | 0.01% | 6,692 | -235 | -3.4% | -$8,324 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $23.88万 | 0.01% | 4,865 | -278 | -5.4% | -$1.36万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $24.26万 | 0.01% | 6,951 | 41 | 0.6% | $1,431 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $24.44万 | 0.01% | 11,123 | 80 | 0.7% | $1,758 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $24.50万 | 0.01% | 13,800 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $24.52万 | 0.01% | 18,815 | 6,183 | 48.9% | $8.06万 | 加仓 |
| MPC | MARATHON PETE CORP | $24.57万 | 0.01% | 948 | -5 | -0.5% | -$1,296 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $24.62万 | 0.01% | 5,118 | 351 | 7.4% | $1.69万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.63万 | 0.01% | 4,593 | 1,615 | 54.2% | $8.66万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $24.64万 | 0.01% | 22,794 | -238 | -1.0% | -$2,573 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $24.69万 | 0.01% | 2,799 | -11,343 | -80.2% | -$100.05万 | 重新持有 |
| WAT | WATERS CORP | $24.71万 | 0.01% | 670 | -68 | -9.2% | -$2.51万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $24.72万 | 0.01% | 1,312 | -50 | -3.7% | -$9,421 | 减仓 |
| — | SERIES PORTFOLIOS TR | $24.76万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $24.79万 | 0.01% | 11,334 | -214 | -1.9% | -$4,680 | 减仓 |
| AER | AERCAP HOLDINGS NV | $24.88万 | 0.01% | 1,686 | 45 | 2.7% | $6,639 | 加仓 |
| WGO | WINNEBAGO INDS INC | $24.91万 | 0.01% | 7,903 | 287 | 3.8% | $9,046 | 加仓 |
| COHR | COHERENT CORP | $24.96万 | 0.01% | 638 | 638 | — | $24.96万 | 新建仓 |
| AOR | ISHARES TR | $25.11万 | 0.01% | 3,622 | 279 | 8.3% | $1.93万 | 加仓 |
| OC | OWENS CORNING NEW | $25.11万 | 0.01% | 1,609 | 1,609 | — | $25.11万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $25.20万 | 0.01% | 2,458 | 2,458 | — | $25.20万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $25.22万 | 0.01% | 5,299 | 226 | 4.5% | $1.08万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $25.30万 | 0.01% | 1,369 | 5 | 0.4% | $924 | 加仓 |
| VSAT | VIASAT INC | $25.32万 | 0.01% | 3,301 | -2,200 | -40.0% | -$16.87万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $25.41万 | 0.01% | 11,667 | 973 | 9.1% | $2.12万 | 加仓 |
| QUS | SPDR SERIES TRUST | $25.53万 | 0.01% | 1,372 | -65 | -4.5% | -$1.21万 | 减仓 |
| NVMI | NOVA LTD | $25.55万 | 0.01% | 491 | -107 | -17.9% | -$5.57万 | 减仓 |
| LYFT | LYFT INC | $25.62万 | 0.01% | 16,800 | -101 | -0.6% | -$1,540 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $25.68万 | 0.01% | 1,711 | 1,711 | — | $25.68万 | 新建仓 |
| DG | DOLLAR GEN CORP | $25.69万 | 0.01% | 2,186 | -113 | -4.9% | -$1.33万 | 重新持有 |
| ETG | EATON VANCE TX ADV GLBL DIV | $25.70万 | 0.01% | 11,039 | 11,039 | — | $25.70万 | 新建仓 |
| GPC | GENUINE PARTS CO | $25.84万 | 0.01% | 2,206 | 2,206 | — | $25.84万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $26.00万 | 0.01% | 9,359 | 9,359 | — | $26.00万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $26.11万 | 0.01% | 1,370 | 148 | 12.1% | $2.82万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $26.13万 | 0.01% | 414 | 89 | 27.4% | $5.62万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $26.17万 | 0.01% | 4,304 | 15 | 0.3% | $912 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $26.20万 | 0.01% | 7,052 | -68 | -1.0% | -$2,526 | 减仓 |
| SONY | SONY GROUP CORP | $26.23万 | 0.01% | 12,838 | -1,698 | -11.7% | -$3.47万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.23万 | 0.01% | 4,988 | 224 | 4.7% | $1.18万 | 加仓 |
| BUSA | 2023 ETF SERIES TRUST | $26.25万 | 0.01% | 6,619 | 0 | 0.0% | — | 不变 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $26.35万 | 0.01% | 10,220 | 10,220 | — | $26.35万 | 新建仓 |
| PHYL | PGIM ETF TR | $26.35万 | 0.01% | 7,501 | -991 | -11.7% | -$3.48万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $26.40万 | 0.01% | 4,520 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $26.43万 | 0.01% | 677 | -1,092 | -61.7% | -$42.62万 | 减仓 |
| RYLD | GLOBAL X FDS | $26.62万 | 0.01% | 16,711 | 1,540 | 10.2% | $2.45万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $26.66万 | 0.01% | 4,249 | 381 | 9.9% | $2.39万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $26.70万 | 0.01% | 6,532 | 6,532 | — | $26.70万 | 新建仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $26.78万 | 0.01% | 25,456 | -12,897 | -33.6% | -$13.57万 | 减仓 |
| MGA | MAGNA INTL INC | $26.79万 | 0.01% | 4,135 | -345 | -7.7% | -$2.24万 | 减仓 |
| FALN | ISHARES TR | $26.90万 | 0.01% | 9,876 | 96 | 1.0% | $2,615 | 加仓 |
| MCO | MOODYS CORP | $27.46万 | 0.01% | 607 | 6 | 1.0% | $2,715 | 加仓 |
| IWV | ISHARES TR | $27.51万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $27.70万 | 0.01% | 620 | -257 | -29.3% | -$11.48万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $27.76万 | 0.01% | 708 | 47 | 7.1% | $1.84万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC 看跌期权 | $27.77万 | 0.01% | 1,000 | 1,000 | — | $27.77万 | 新建仓 |
| DHI | D R HORTON INC | $27.86万 | 0.01% | 1,697 | 73 | 4.5% | $1.20万 | 加仓 |
| SOLV | SOLVENTUM CORP | $27.92万 | 0.01% | 3,569 | -60 | -1.7% | -$4,694 | 减仓 |
| CGNX | COGNEX CORP | $28.06万 | 0.02% | 4,105 | 4,105 | — | $28.06万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $28.46万 | 0.02% | 2,953 | 23 | 0.8% | $2,217 | 加仓 |
| VOE | VANGUARD INDEX FDS | $28.50万 | 0.02% | 1,434 | 5 | 0.3% | $994 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $28.57万 | 0.02% | 692 | -73 | -9.5% | -$3.01万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $28.62万 | 0.02% | 2,620 | -116 | -4.2% | -$1.27万 | 减仓 |
| SYY | SYSCO CORP | $28.62万 | 0.02% | 3,432 | -82 | -2.3% | -$6,838 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.66万 | 0.02% | 3,179 | -440 | -12.2% | -$3.97万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $28.77万 | 0.02% | 1,815 | -120 | -6.2% | -$1.90万 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.83万 | 0.02% | 6,165 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $28.87万 | 0.02% | 723 | 17 | 2.4% | $6,789 | 加仓 |
| DEM | WISDOMTREE TR | $28.91万 | 0.02% | 5,400 | -1,223 | -18.5% | -$6.55万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $29.02万 | 0.02% | 12,335 | 2,186 | 21.5% | $5.14万 | 加仓 |
| THO | THOR INDS INC | $29.21万 | 0.02% | 3,701 | 517 | 16.2% | $4.08万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $29.32万 | 0.02% | 17,440 | -194 | -1.1% | -$3,261 | 减仓 |
| IBB | ISHARES TR | $29.35万 | 0.02% | 1,546 | -185 | -10.7% | -$3.51万 | 减仓 |
| CG | CARLYLE GROUP INC | $29.51万 | 0.02% | 7,282 | 13 | 0.2% | $527 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $29.55万 | 0.02% | 1,367 | 1,367 | — | $29.55万 | 新建仓 |
| ORCL | ORACLE CORP 看跌期权 | $29.55万 | 0.02% | 2,000 | 2,000 | — | $29.55万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $29.56万 | 0.02% | 2,370 | -778 | -24.7% | -$9.71万 | 减仓 |
| IQV | IQVIA HLDGS INC | $29.63万 | 0.02% | 1,533 | 37 | 2.5% | $7,151 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $29.76万 | 0.02% | 5,873 | 5,873 | — | $29.76万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $29.76万 | 0.02% | 1,632 | 57 | 3.6% | $1.04万 | 加仓 |
| AVGO | BROADCOM INC 看涨期权 | $29.80万 | 0.02% | 800 | -49,200 | -98.4% | -$1,832.45万 | 减仓 |
| ARTY | ISHARES TR | $30.06万 | 0.02% | 4,056 | 4,056 | — | $30.06万 | 新建仓 |
| PCAR | PACCAR INC | $30.08万 | 0.02% | 2,515 | -117 | -4.4% | -$1.40万 | 减仓 |
| IDV | ISHARES TR | $30.16万 | 0.02% | 7,264 | 998 | 15.9% | $4.14万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $30.33万 | 0.02% | 7,071 | 317 | 4.7% | $1.36万 | 加仓 |