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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $172.85万 | 0.09% | 5,631 | -302 | -5.1% | -$9.27万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $172.27万 | 0.09% | 133,545 | -10,998 | -7.6% | -$14.19万 | 减仓 |
| GOVT | ISHARES TR | $170.06万 | 0.09% | 74,360 | 18,952 | 34.2% | $43.34万 | 加仓 |
| ITA | ISHARES TR | $169.53万 | 0.09% | 7,089 | -85 | -1.2% | -$2.03万 | 减仓 |
| NOW | SERVICENOW INC | $168.68万 | 0.09% | 16,873 | 6,546 | 63.4% | $65.44万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $167.96万 | 0.09% | 99,919 | 3,024 | 3.1% | $5.08万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $167.56万 | 0.09% | 11,692 | 4 | 0.0% | $573 | 加仓 |
| TLH | ISHARES TR | $166.63万 | 0.09% | 16,446 | -3,008 | -15.5% | -$30.48万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $166.21万 | 0.09% | 35,357 | -622 | -1.7% | -$2.92万 | 减仓 |
| IYK | ISHARES TR | $164.58万 | 0.09% | 22,386 | 658 | 3.0% | $4.84万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $164.11万 | 0.09% | 69,775 | 15 | 0.0% | $353 | 加仓 |
| EQIX | EQUINIX INC | $163.34万 | 0.09% | 1,505 | -10 | -0.7% | -$1.09万 | 减仓 |
| BUG | GLOBAL X FDS | $159.20万 | 0.09% | 43,016 | 43,016 | — | $159.20万 | 新建仓 |
| SHY | ISHARES TR | $157.78万 | 0.08% | 19,202 | 1,573 | 8.9% | $12.93万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $156.32万 | 0.08% | 57,072 | 14,795 | 35.0% | $40.52万 | 加仓 |
| XAR | SPDR SERIES TRUST | $155.20万 | 0.08% | 5,603 | -1,554 | -21.7% | -$43.04万 | 减仓 |
| APH | AMPHENOL CORP | $154.92万 | 0.08% | 9,309 | 1,558 | 20.1% | $25.93万 | 加仓 |
| CVS | CVS HEALTH CORP | $154.59万 | 0.08% | 14,925 | -969 | -6.1% | -$10.04万 | 减仓 |
| HON | HONEYWELL INTL INC | $154.56万 | 0.08% | 6,785 | -5,517 | -44.8% | -$125.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $154.15万 | 0.08% | 19,156 | -1,276 | -6.2% | -$10.27万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $150.34万 | 0.08% | 8,221 | -1,039 | -11.2% | -$19.00万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $149.82万 | 0.08% | 6,804 | 6,804 | — | $149.82万 | 新建仓 |
| BDVL | BLACKROCK ETF TRUST | $149.47万 | 0.08% | 57,797 | 24,080 | 71.4% | $62.27万 | 加仓 |
| ILF | ISHARES TR | $149.12万 | 0.08% | 44,065 | 44,065 | — | $149.12万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $145.99万 | 0.08% | 2,883 | -71 | -2.4% | -$3.60万 | 减仓 |
| PEP | PEPSICO INC | $145.16万 | 0.08% | 10,467 | -420 | -3.9% | -$5.82万 | 减仓 |
| MMM | 3M CO | $143.81万 | 0.08% | 8,854 | -122 | -1.4% | -$1.98万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $143.79万 | 0.08% | 2,206 | -98 | -4.3% | -$6.39万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $143.05万 | 0.08% | 28,981 | -144 | -0.5% | -$7,108 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $143.02万 | 0.08% | 5,414 | -34 | -0.6% | -$8,982 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $139.51万 | 0.07% | 27,946 | 2,318 | 9.0% | $11.57万 | 加仓 |
| MO | ALTRIA GROUP INC | $139.45万 | 0.07% | 18,832 | -1,477 | -7.3% | -$10.94万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $138.76万 | 0.07% | 26,913 | 157 | 0.6% | $8,095 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $138.69万 | 0.07% | 17,231 | 634 | 3.8% | $5.10万 | 加仓 |
| SH | PROSHARES TR | $138.24万 | 0.07% | 41,563 | 939 | 2.3% | $3.12万 | 加仓 |
| DIS | DISNEY WALT CO | $137.20万 | 0.07% | 13,910 | -566 | -3.9% | -$5.58万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $137.19万 | 0.07% | 1,966 | 3 | 0.2% | $2,094 | 加仓 |
| LOW | LOWES COS INC | $136.84万 | 0.07% | 6,230 | -724 | -10.4% | -$15.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $135.93万 | 0.07% | 15,332 | 1,320 | 9.4% | $11.70万 | 加仓 |
| BP | BP PLC | $135.76万 | 0.07% | 36,348 | -24,477 | -40.2% | -$91.42万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $135.09万 | 0.07% | 28,860 | 21,175 | 275.5% | $99.12万 | 加仓 |
| USIG | ISHARES TR | $134.95万 | 0.07% | 26,196 | 5,011 | 23.7% | $25.81万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $134.35万 | 0.07% | 1,578 | 213 | 15.6% | $18.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $133.94万 | 0.07% | 14,792 | -1,104 | -6.9% | -$10.00万 | 减仓 |
| OEF | ISHARES TR | $133.83万 | 0.07% | 3,692 | -563 | -13.2% | -$20.41万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $133.21万 | 0.07% | 4,385 | -8 | -0.2% | -$2,430 | 减仓 |
| ASML | ASML HLDG NV | $132.62万 | 0.07% | 704 | 91 | 14.8% | $17.14万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $131.90万 | 0.07% | 24,617 | 4,379 | 21.6% | $23.46万 | 加仓 |
| AMGN | AMGEN INC | $131.74万 | 0.07% | 3,654 | 62 | 1.7% | $2.24万 | 加仓 |
| DAL | DELTA AIR LINES INC | $131.39万 | 0.07% | 14,103 | 1,880 | 15.4% | $17.52万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $130.27万 | 0.07% | 10,151 | 519 | 5.4% | $6.66万 | 加仓 |
| CRM | SALESFORCE INC | $130.08万 | 0.07% | 8,237 | -385 | -4.5% | -$6.08万 | 减仓 |
| FLOT | ISHARES TR | $129.46万 | 0.07% | 25,359 | 41 | 0.2% | $2,093 | 加仓 |
| CSX | CSX CORP | $128.15万 | 0.07% | 26,693 | 1,191 | 4.7% | $5.72万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $127.77万 | 0.07% | 35,122 | 35,122 | — | $127.77万 | 新建仓 |
| HAL | HALLIBURTON CO | $126.83万 | 0.07% | 37,204 | -1,298 | -3.4% | -$4.42万 | 减仓 |
| OILK | PROSHARES TR | $126.77万 | 0.07% | 26,639 | 26,639 | — | $126.77万 | 新建仓 |
| USFR | WISDOMTREE TR | $126.65万 | 0.07% | 25,160 | -426 | -1.7% | -$2.14万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $126.42万 | 0.07% | 62,835 | 5,106 | 8.8% | $10.27万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $124.64万 | 0.07% | 4,307 | 25 | 0.6% | $7,235 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $124.52万 | 0.07% | 6,279 | -714 | -10.2% | -$14.16万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $124.30万 | 0.07% | 20,172 | 3,263 | 19.3% | $20.11万 | 加仓 |
| VLUE | ISHARES TR | $124.02万 | 0.07% | 6,174 | 579 | 10.3% | $11.63万 | 加仓 |
| — | DBX ETF TR | $122.55万 | 0.07% | 30,406 | 5,457 | 21.9% | $21.99万 | 加仓 |
| UNP | UNION PAC CORP | $122.32万 | 0.07% | 4,486 | 17 | 0.4% | $4,635 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $122.10万 | 0.07% | 9,727 | -249 | -2.5% | -$3.13万 | 减仓 |
| CMI | CUMMINS INC | $121.47万 | 0.07% | 1,758 | -338 | -16.1% | -$23.35万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $121.39万 | 0.06% | 8,615 | 8,615 | — | $121.39万 | 新建仓 |
| MUB | ISHARES TR | $121.17万 | 0.06% | 11,250 | 1,073 | 10.5% | $11.56万 | 加仓 |
| DDWM | WISDOMTREE TR | $120.92万 | 0.06% | 26,236 | 1,983 | 8.2% | $9.14万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $120.09万 | 0.06% | 2,403 | 86 | 3.7% | $4.30万 | 加仓 |
| PULS | PGIM ETF TR | $119.80万 | 0.06% | 24,101 | 2,825 | 13.3% | $14.04万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $118.59万 | 0.06% | 3,633 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $118.52万 | 0.06% | 1,247 | -221 | -15.1% | -$21.00万 | 减仓 |
| USB | US BANCORP | $118.25万 | 0.06% | 19,296 | 346 | 1.8% | $2.12万 | 加仓 |
| EMR | EMERSON ELEC CO | $118.08万 | 0.06% | 8,267 | 404 | 5.1% | $5.77万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $117.50万 | 0.06% | 85,207 | -1,977 | -2.3% | -$2.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $117.43万 | 0.06% | 7,305 | -1,227 | -14.4% | -$19.72万 | 减仓 |
| SDY | SPDR SERIES TRUST | $116.77万 | 0.06% | 7,644 | 197 | 2.6% | $3.01万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $116.55万 | 0.06% | 37,235 | 5,149 | 16.0% | $16.12万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $116.06万 | 0.06% | 41,286 | 41,286 | — | $116.06万 | 新建仓 |
| LIN | LINDE PLC | $115.92万 | 0.06% | 2,268 | -260 | -10.3% | -$13.29万 | 减仓 |
| PSX | PHILLIPS 66 | $115.72万 | 0.06% | 6,649 | -212 | -3.1% | -$3.69万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $115.48万 | 0.06% | 43,544 | 4,403 | 11.2% | $11.68万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $115.04万 | 0.06% | 11,973 | 199 | 1.7% | $1.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $114.96万 | 0.06% | 39,356 | 423 | 1.1% | $1.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $114.53万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $114.15万 | 0.06% | 12,865 | 2,558 | 24.8% | $22.70万 | 加仓 |
| EEMA | ISHARES INC | $114.15万 | 0.06% | 9,884 | 9,884 | — | $114.15万 | 新建仓 |
| PFF | ISHARES TR | $113.97万 | 0.06% | 37,234 | 3,499 | 10.4% | $10.71万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $112.90万 | 0.06% | 21,969 | 21,969 | — | $112.90万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $111.71万 | 0.06% | 24,616 | -403 | -1.6% | -$1.83万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $110.90万 | 0.06% | 24,057 | 24,057 | — | $110.90万 | 新建仓 |
| CRWV | COREWEAVE INC | $110.23万 | 0.06% | 11,541 | -14,876 | -56.3% | -$142.08万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $108.38万 | 0.06% | 25,430 | -12,276 | -32.6% | -$52.32万 | 减仓 |
| IXN | ISHARES TR | $108.33万 | 0.06% | 7,709 | 272 | 3.7% | $3.82万 | 加仓 |
| AGG | ISHARES TR | $107.57万 | 0.06% | 10,825 | -34,762 | -76.3% | -$345.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $106.98万 | 0.06% | 9,246 | -865,354 | -98.9% | -$1.00亿 | 减仓 |
| IWS | ISHARES TR | $106.60万 | 0.06% | 6,463 | 547 | 9.2% | $9.02万 | 加仓 |
| SO | SOUTHERN CO | $105.45万 | 0.06% | 10,899 | -83 | -0.8% | -$8,030 | 减仓 |