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 |
|---|---|---|---|---|---|---|---|---|
| BDVL | BLACKROCK ETF TRUST | $149.47万 | 0.08% | 57,797 | 24,080 | 71.4% | $62.27万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $149.82万 | 0.08% | 6,804 | 6,804 | — | $149.82万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $150.34万 | 0.08% | 8,221 | -1,039 | -11.2% | -$19.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $154.15万 | 0.08% | 19,156 | -1,276 | -6.2% | -$10.27万 | 减仓 |
| HON | HONEYWELL INTL INC | $154.56万 | 0.08% | 6,785 | -5,517 | -44.8% | -$125.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $154.59万 | 0.08% | 14,925 | -969 | -6.1% | -$10.04万 | 减仓 |
| APH | AMPHENOL CORP | $154.92万 | 0.08% | 9,309 | 1,558 | 20.1% | $25.93万 | 加仓 |
| XAR | SPDR SERIES TRUST | $155.20万 | 0.08% | 5,603 | -1,554 | -21.7% | -$43.04万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $156.32万 | 0.08% | 57,072 | 14,795 | 35.0% | $40.52万 | 加仓 |
| SHY | ISHARES TR | $157.78万 | 0.08% | 19,202 | 1,573 | 8.9% | $12.93万 | 加仓 |
| BUG | GLOBAL X FDS | $159.20万 | 0.09% | 43,016 | 43,016 | — | $159.20万 | 新建仓 |
| EQIX | EQUINIX INC | $163.34万 | 0.09% | 1,505 | -10 | -0.7% | -$1.09万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $164.11万 | 0.09% | 69,775 | 15 | 0.0% | $353 | 加仓 |
| IYK | ISHARES TR | $164.58万 | 0.09% | 22,386 | 658 | 3.0% | $4.84万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $166.21万 | 0.09% | 35,357 | -622 | -1.7% | -$2.92万 | 减仓 |
| TLH | ISHARES TR | $166.63万 | 0.09% | 16,446 | -3,008 | -15.5% | -$30.48万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $167.56万 | 0.09% | 11,692 | 4 | 0.0% | $573 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $167.96万 | 0.09% | 99,919 | 3,024 | 3.1% | $5.08万 | 加仓 |
| NOW | SERVICENOW INC | $168.68万 | 0.09% | 16,873 | 6,546 | 63.4% | $65.44万 | 加仓 |
| ITA | ISHARES TR | $169.53万 | 0.09% | 7,089 | -85 | -1.2% | -$2.03万 | 减仓 |
| GOVT | ISHARES TR | $170.06万 | 0.09% | 74,360 | 18,952 | 34.2% | $43.34万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $172.27万 | 0.09% | 133,545 | -10,998 | -7.6% | -$14.19万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $172.85万 | 0.09% | 5,631 | -302 | -5.1% | -$9.27万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $173.35万 | 0.09% | 24,907 | 532 | 2.2% | $3.70万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $173.45万 | 0.09% | 210,750 | 4,000 | 1.9% | $3.29万 | 加仓 |
| BUXX | EA SERIES TRUST | $179.41万 | 0.10% | 88,727 | 28,031 | 46.2% | $56.68万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $179.87万 | 0.10% | 23,351 | -388 | -1.6% | -$2.99万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $181.38万 | 0.10% | 16,814 | 468 | 2.9% | $5.05万 | 加仓 |
| SBUX | STARBUCKS CORP | $183.18万 | 0.10% | 17,604 | -1,752 | -9.1% | -$18.23万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $185.36万 | 0.10% | 38,273 | 699 | 1.9% | $3.39万 | 加仓 |
| VV | VANGUARD INDEX FDS | $186.23万 | 0.10% | 5,458 | 147 | 2.8% | $5.02万 | 加仓 |
| LQD | ISHARES TR | $187.02万 | 0.10% | 17,048 | -941 | -5.2% | -$10.32万 | 减仓 |
| ET | ENERGY TRANSFER L P | $187.55万 | 0.10% | 98,401 | 4,548 | 4.8% | $8.67万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $190.16万 | 0.10% | 5,535 | 413 | 8.1% | $14.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $190.38万 | 0.10% | 25,206 | 689 | 2.8% | $5.20万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $192.77万 | 0.10% | 31,947 | 1,504 | 4.9% | $9.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $192.93万 | 0.10% | 7,940 | 438 | 5.8% | $10.64万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $193.35万 | 0.10% | 3,706 | -54 | -1.4% | -$2.82万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $193.74万 | 0.10% | 24,937 | 3,871 | 18.4% | $30.07万 | 加仓 |
| COWZ | PACER FDS TR | $194.07万 | 0.10% | 30,898 | -11,825 | -27.7% | -$74.27万 | 减仓 |
| MCD | MCDONALDS CORP | $194.78万 | 0.10% | 7,290 | -165 | -2.2% | -$4.41万 | 减仓 |
| IWR | ISHARES TR | $197.62万 | 0.11% | 17,939 | -136 | -0.8% | -$1.50万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $199.10万 | 0.11% | 44,535 | 6,004 | 15.6% | $26.84万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $199.34万 | 0.11% | 11,200 | 125 | 1.1% | $2.22万 | 加仓 |
| DBEF | DBX ETF TR | $201.97万 | 0.11% | 37,078 | 2,091 | 6.0% | $11.39万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $206.57万 | 0.11% | 15,699 | 1,548 | 10.9% | $20.37万 | 加仓 |
| FDX | FEDEX CORP | $206.61万 | 0.11% | 6,350 | 131 | 2.1% | $4.26万 | 加仓 |
| KLAC | KLA CORP | $207.74万 | 0.11% | 7,462 | 502 | 7.2% | $13.98万 | 加仓 |
| QUAL | ISHARES TR | $209.96万 | 0.11% | 9,663 | -7,979 | -45.2% | -$173.37万 | 减仓 |
| CB | CHUBB LIMITED | $213.54万 | 0.11% | 6,220 | -404 | -6.1% | -$13.87万 | 减仓 |
| EFV | ISHARES TR | $213.58万 | 0.11% | 27,894 | -19,903 | -41.6% | -$152.40万 | 减仓 |
| MBB | ISHARES TR | $213.97万 | 0.11% | 22,530 | 3,841 | 20.6% | $36.48万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $215.38万 | 0.12% | 42,931 | 5,823 | 15.7% | $29.21万 | 加仓 |
| IWM | ISHARES TR | $218.17万 | 0.12% | 7,297 | -781 | -9.7% | -$23.35万 | 减仓 |
| PFE | PFIZER INC | $220.55万 | 0.12% | 90,498 | -7,592 | -7.7% | -$18.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $221.95万 | 0.12% | 6,511 | -49 | -0.7% | -$1.67万 | 减仓 |
| IHI | ISHARES TR | $224.27万 | 0.12% | 44,262 | -27,916 | -38.7% | -$141.45万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $224.30万 | 0.12% | 70,247 | 4,614 | 7.0% | $14.73万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $224.63万 | 0.12% | 61,273 | -873 | -1.4% | -$3.20万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $228.24万 | 0.12% | 38,081 | 722 | 1.9% | $4.33万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $229.98万 | 0.12% | 40,150 | 11,893 | 42.1% | $68.12万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $233.26万 | 0.12% | 16,606 | 194 | 1.2% | $2.73万 | 加仓 |
| AZO | AUTOZONE INC | $234.31万 | 0.13% | 743 | 223 | 42.9% | $70.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $235.06万 | 0.13% | 46,381 | 1,913 | 4.3% | $9.70万 | 加仓 |
| T | AT&T INC | $236.05万 | 0.13% | 108,180 | -4,897 | -4.3% | -$10.69万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $243.90万 | 0.13% | 47,983 | -6,063 | -11.2% | -$30.82万 | 减仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $244.21万 | 0.13% | 97,585 | 3,728 | 4.0% | $9.33万 | 加仓 |
| WFC | WELLS FARGO & CO | $246.56万 | 0.13% | 29,524 | -71 | -0.2% | -$5,929 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $248.51万 | 0.13% | 6,121 | -96 | -1.5% | -$3.90万 | 减仓 |
| IYW | ISHARES TR | $253.25万 | 0.14% | 10,286 | 147 | 1.4% | $3.62万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $258.68万 | 0.14% | 27,548 | -492 | -1.8% | -$4.62万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $263.42万 | 0.14% | 95,756 | 38,830 | 68.2% | $106.82万 | 加仓 |
| — | GLADSTONE CAP CORP | $263.71万 | 0.14% | 135,581 | 47,286 | 53.6% | $91.97万 | 加仓 |
| GLW | CORNING INC | $264.19万 | 0.14% | 10,332 | 1,163 | 12.7% | $29.74万 | 加仓 |
| SGOV | ISHARES TR | $264.62万 | 0.14% | 26,286 | -640 | -2.4% | -$6.44万 | 减仓 |
| KO | COCA COLA CO | $264.96万 | 0.14% | 32,058 | 892 | 2.9% | $7.37万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $265.28万 | 0.14% | 75,577 | 2,102 | 2.9% | $7.38万 | 加仓 |
| IJR | ISHARES TR | $269.27万 | 0.14% | 18,273 | -16,137 | -46.9% | -$237.79万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $275.42万 | 0.15% | 23,458 | 20,131 | 605.1% | $236.36万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $275.62万 | 0.15% | 28,081 | 1,635 | 6.2% | $16.05万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $275.88万 | 0.15% | 23,556 | -329 | -1.4% | -$3.85万 | 减仓 |
| SLV | ISHARES SILVER TR | $276.13万 | 0.15% | 52,416 | 269 | 0.5% | $1.42万 | 加仓 |
| QCOM | QUALCOMM INC | $282.87万 | 0.15% | 14,989 | -1,021 | -6.4% | -$19.27万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $283.03万 | 0.15% | 74,934 | -584 | -0.8% | -$2.21万 | 减仓 |
| SNDK | SANDISK CORP | $283.36万 | 0.15% | 1,382 | 23 | 1.7% | $4.72万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $288.34万 | 0.15% | 11,809 | 5,593 | 90.0% | $136.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $288.36万 | 0.15% | 53,678 | 4,939 | 10.1% | $26.53万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $291.83万 | 0.16% | 40,566 | 40,566 | — | $291.83万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $291.92万 | 0.16% | 7,041 | -894 | -11.3% | -$37.07万 | 减仓 |
| DTCR | GLOBAL X FDS | $293.12万 | 0.16% | 96,326 | 147 | 0.2% | $4,473 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $294.51万 | 0.16% | 66,783 | 5,365 | 8.7% | $23.66万 | 加仓 |
| ITOT | ISHARES TR | $294.62万 | 0.16% | 18,067 | -1,369 | -7.0% | -$22.32万 | 减仓 |
| VGT | VANGUARD WORLD FD | $297.03万 | 0.16% | 25,496 | 9,016 | 54.7% | $105.04万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $299.96万 | 0.16% | 189,372 | 43,522 | 29.8% | $68.94万 | 加仓 |
| MTUM | ISHARES TR | $308.57万 | 0.17% | 9,184 | -293 | -3.1% | -$9.84万 | 减仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $315.44万 | 0.17% | 127,758 | -851 | -0.7% | -$2.10万 | 减仓 |
| GE | GE AEROSPACE | $315.75万 | 0.17% | 8,449 | -33 | -0.4% | -$1.23万 | 减仓 |
| GBND | GOLDMAN SACHS ETF TR | $316.20万 | 0.17% | 62,315 | 62,315 | — | $316.20万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $329.34万 | 0.18% | 71,564 | -31,721 | -30.7% | -$145.98万 | 减仓 |
| IJH | ISHARES TR | $329.62万 | 0.18% | 43,070 | -5,085 | -10.6% | -$38.92万 | 减仓 |