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 |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $41.15万 | 0.02% | 1,610 | 1,610 | — | $41.15万 | 新建仓 |
| MTB | M & T BK CORP | $41.26万 | 0.02% | 1,725 | 23 | 1.4% | $5,502 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $41.70万 | 0.02% | 3,759 | -264 | -6.6% | -$2.93万 | 减仓 |
| APP | APPLOVIN CORP | $41.95万 | 0.02% | 841 | -79 | -8.6% | -$3.94万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $41.96万 | 0.02% | 14,455 | 120 | 0.8% | $3,484 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $42.16万 | 0.02% | 8,323 | -7,354 | -46.9% | -$37.25万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $42.42万 | 0.02% | 44,798 | -1,075 | -2.3% | -$1.02万 | 减仓 |
| TLT | ISHARES TR | $42.51万 | 0.02% | 4,861 | -118 | -2.4% | -$1.03万 | 减仓 |
| CTVA | CORTEVA INC | $42.55万 | 0.02% | 5,104 | 596 | 13.2% | $4.97万 | 加仓 |
| TGT | TARGET CORP | $42.57万 | 0.02% | 3,179 | -178 | -5.3% | -$2.38万 | 减仓 |
| IDU | ISHARES TR | $42.76万 | 0.02% | 3,678 | 102 | 2.9% | $1.19万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $42.86万 | 0.02% | 26,391 | 2,476 | 10.4% | $4.02万 | 加仓 |
| GSK | GSK PLC | $42.95万 | 0.02% | 8,133 | 23 | 0.3% | $1,215 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.09万 | 0.02% | 1,915 | -54 | -2.7% | -$1.22万 | 减仓 |
| MUSA | MURPHY USA INC | $43.09万 | 0.02% | 805 | -1 | -0.1% | -$535 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $43.11万 | 0.02% | 16,933 | -14,592 | -46.3% | -$37.15万 | 减仓 |
| UL | UNILEVER PLC | $43.13万 | 0.02% | 7,047 | 1,043 | 17.4% | $6.38万 | 加仓 |
| IEUR | ISHARES TR | $43.13万 | 0.02% | 5,768 | 124 | 2.2% | $9,273 | 加仓 |
| VDC | VANGUARD WORLD FD | $43.68万 | 0.02% | 1,909 | 183 | 10.6% | $4.19万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $43.70万 | 0.02% | 8,690 | 468 | 5.7% | $2.35万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $44.29万 | 0.02% | 1,332 | 203 | 18.0% | $6.75万 | 加仓 |
| HSY | HERSHEY CO | $44.51万 | 0.02% | 2,451 | 15 | 0.6% | $2,724 | 加仓 |
| IONQ | IONQ INC | $45.29万 | 0.02% | 8,405 | 1,801 | 27.3% | $9.70万 | 重新持有 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $45.33万 | 0.02% | 5,121 | 148 | 3.0% | $1.31万 | 加仓 |
| BIIB | BIOGEN INC | $45.36万 | 0.02% | 2,094 | 30 | 1.5% | $6,499 | 加仓 |
| HEFA | ISHARES TR | $45.37万 | 0.02% | 9,717 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $45.69万 | 0.02% | 2,045 | -671 | -24.7% | -$14.99万 | 减仓 |
| IXUS | ISHARES TR | $45.73万 | 0.02% | 4,825 | -84 | -1.7% | -$7,962 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $46.22万 | 0.02% | 1,770 | -2,080 | -54.0% | -$54.32万 | 减仓 |
| VLO | VALERO ENERGY CORP | $46.52万 | 0.02% | 1,747 | 246 | 16.4% | $6.55万 | 加仓 |
| CME | CME GROUP INC | $46.90万 | 0.03% | 2,145 | -287 | -11.8% | -$6.27万 | 减仓 |
| AEHR | AEHR TEST SYS | $46.91万 | 0.03% | 4,950 | 4,950 | — | $46.91万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $46.96万 | 0.03% | 4,612 | -3,408 | -42.5% | -$34.70万 | 减仓 |
| ADBE | ADOBE INC | $47.11万 | 0.03% | 2,282 | -414 | -15.4% | -$8.55万 | 减仓 |
| MINT | PIMCO ETF TR | $47.34万 | 0.03% | 4,698 | 10 | 0.2% | $1,008 | 加仓 |
| TTE | TOTALENERGIES SE | $47.49万 | 0.03% | 6,114 | 520 | 9.3% | $4.04万 | 加仓 |
| EWJ | ISHARES INC | $47.52万 | 0.03% | 5,098 | 1,236 | 32.0% | $11.52万 | 加仓 |
| QYLD | GLOBAL X FDS | $47.92万 | 0.03% | 26,274 | 398 | 1.5% | $7,260 | 加仓 |
| SPYM | SPDR SERIES TRUST | $48.29万 | 0.03% | 5,539 | -216 | -3.8% | -$1.88万 | 减仓 |
| SNA | SNAP ON INC | $48.30万 | 0.03% | 1,212 | -110 | -8.3% | -$4.38万 | 减仓 |
| KKR | KKR & CO INC | $48.34万 | 0.03% | 5,435 | -129 | -2.3% | -$1.15万 | 减仓 |
| OKE | ONEOK INC NEW | $48.70万 | 0.03% | 5,489 | 28 | 0.5% | $2,484 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $49.13万 | 0.03% | 7,108 | 7,108 | — | $49.13万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $49.36万 | 0.03% | 12,853 | 12,853 | — | $49.36万 | 新建仓 |
| WMB | WILLIAMS COS INC | $49.50万 | 0.03% | 6,595 | 321 | 5.1% | $2.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.51万 | 0.03% | 6,044 | 7 | 0.1% | $573 | 加仓 |
| F | FORD MTR CO | $49.55万 | 0.03% | 35,339 | 246 | 0.7% | $3,449 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $49.74万 | 0.03% | 1,480 | -18 | -1.2% | -$6,050 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $49.75万 | 0.03% | 2,186 | -270 | -11.0% | -$6.14万 | 减仓 |
| TBIL | RBB FD INC | $49.85万 | 0.03% | 10,000 | -38,197 | -79.3% | -$190.41万 | 重新持有 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $50.04万 | 0.03% | 17,131 | -343 | -2.0% | -$1.00万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $50.35万 | 0.03% | 10,262 | 101 | 1.0% | $4,955 | 加仓 |
| HDV | ISHARES TR | $50.44万 | 0.03% | 18,216 | 1,036 | 6.0% | $2.87万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $50.60万 | 0.03% | 24,927 | -2,008 | -7.5% | -$4.08万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $50.83万 | 0.03% | 12,551 | -100 | -0.8% | -$4,050 | 减仓 |
| ENB | ENBRIDGE INC | $51.02万 | 0.03% | 9,209 | 19 | 0.2% | $1,053 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $51.13万 | 0.03% | 12,915 | -7,672 | -37.3% | -$30.37万 | 减仓 |
| CRH | CRH PLC | $51.17万 | 0.03% | 4,700 | 129 | 2.8% | $1.40万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $51.25万 | 0.03% | 16,932 | 1,200 | 7.6% | $3.63万 | 加仓 |
| PAVE | GLOBAL X FDS | $51.42万 | 0.03% | 8,775 | -380 | -4.2% | -$2.23万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $51.51万 | 0.03% | 5,275 | -282 | -5.1% | -$2.75万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $51.56万 | 0.03% | 10,376 | 776 | 8.1% | $3.86万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $51.76万 | 0.03% | 1,503 | -598 | -28.5% | -$20.59万 | 减仓 |
| VTRS | VIATRIS INC | $51.82万 | 0.03% | 31,929 | 5,067 | 18.9% | $8.22万 | 加仓 |
| IYF | ISHARES TR | $52.05万 | 0.03% | 4,075 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $52.09万 | 0.03% | 22,502 | 447 | 2.0% | $1.03万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $52.11万 | 0.03% | 3,777 | 561 | 17.4% | $7.74万 | 加仓 |
| O | REALTY INCOME CORP | $52.15万 | 0.03% | 8,273 | 3,487 | 72.9% | $21.98万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $52.21万 | 0.03% | 1,882 | -124 | -6.2% | -$3.44万 | 减仓 |
| UBS | UBS GROUP AG | $52.24万 | 0.03% | 10,556 | -237 | -2.2% | -$1.17万 | 减仓 |
| IXJ | ISHARES TR | $52.44万 | 0.03% | 5,271 | 53 | 1.0% | $5,273 | 加仓 |
| AMCR | AMCOR PLC | $52.54万 | 0.03% | 12,235 | 17 | 0.1% | $730 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $53.11万 | 0.03% | 10,590 | -1,255 | -10.6% | -$6.29万 | 减仓 |
| IGV | ISHARES TR | $53.33万 | 0.03% | 5,933 | -421 | -6.6% | -$3.78万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $53.37万 | 0.03% | 1,987 | -128 | -6.1% | -$3.44万 | 减仓 |
| ZS | ZSCALER INC | $53.49万 | 0.03% | 3,887 | 3,887 | — | $53.49万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $53.52万 | 0.03% | 1,379 | 212 | 18.2% | $8.23万 | 加仓 |
| TER | TERADYNE INC | $53.58万 | 0.03% | 1,157 | 46 | 4.1% | $2.13万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $53.79万 | 0.03% | 52,070 | 7,621 | 17.1% | $7.87万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $54.65万 | 0.03% | 30,011 | 30,011 | — | $54.65万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $55.76万 | 0.03% | 4,177 | -5 | -0.1% | -$668 | 减仓 |
| MSTR | STRATEGY INC | $56.03万 | 0.03% | 6,046 | 1,042 | 20.8% | $9.66万 | 加仓 |
| NLR | VANECK ETF TRUST | $56.28万 | 0.03% | 4,812 | 29 | 0.6% | $3,392 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $56.58万 | 0.03% | 5,148 | 500 | 10.8% | $5.50万 | 加仓 |
| ADSK | AUTODESK INC | $56.62万 | 0.03% | 2,900 | -125 | -4.1% | -$2.44万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $57.05万 | 0.03% | 30,362 | 2,885 | 10.5% | $5.42万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $57.12万 | 0.03% | 10,350 | 3,637 | 54.2% | $20.07万 | 加仓 |
| MET | METLIFE INC | $57.44万 | 0.03% | 6,679 | -264 | -3.8% | -$2.27万 | 减仓 |
| EVRG | EVERGY INC | $57.44万 | 0.03% | 6,601 | -109 | -1.6% | -$9,484 | 减仓 |
| NUE | NUCOR CORP | $57.49万 | 0.03% | 2,515 | 8 | 0.3% | $1,829 | 加仓 |
| ETR | ENTERGY CORP NEW | $57.78万 | 0.03% | 4,967 | 8 | 0.2% | $931 | 加仓 |
| AMT | AMERICAN TOWER CORP | $57.82万 | 0.03% | 3,428 | -38 | -1.1% | -$6,409 | 减仓 |
| SNY | SANOFI SA | $57.88万 | 0.03% | 13,327 | 935 | 7.5% | $4.06万 | 加仓 |
| ECL | ECOLAB INC | $57.97万 | 0.03% | 2,081 | -46 | -2.2% | -$1.28万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $58.30万 | 0.03% | 22,767 | -9,734 | -29.9% | -$24.92万 | 减仓 |
| FLEX | FLEX LTD | $58.40万 | 0.03% | 3,660 | 169 | 4.8% | $2.70万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $58.61万 | 0.03% | 4,290 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $59.43万 | 0.03% | 2,135 | 60 | 2.9% | $1.67万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $59.93万 | 0.03% | 14,424 | 1,873 | 14.9% | $7.78万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $60.07万 | 0.03% | 26,496 | 0 | 0.0% | — | 不变 |