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 |
|---|---|---|---|---|---|---|---|---|
| GDX | VANECK ETF TRUST | $105.36万 | 0.06% | 13,922 | -1,138 | -7.6% | -$8.61万 | 减仓 |
| PGR | PROGRESSIVE CORP | $105.17万 | 0.06% | 4,783 | -694 | -12.7% | -$15.26万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $103.05万 | 0.06% | 42,546 | -924 | -2.1% | -$2.24万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $102.45万 | 0.05% | 9,485 | 493 | 5.5% | $5.32万 | 加仓 |
| SSRM | SSR MINING IN | $102.15万 | 0.05% | 36,000 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $102.04万 | 0.05% | 9,793 | 837 | 9.3% | $8.72万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $100.89万 | 0.05% | 2,402 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $100.01万 | 0.05% | 8,907 | 12 | 0.1% | $1,347 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $99.79万 | 0.05% | 30,705 | -6,514 | -17.5% | -$21.17万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $99.71万 | 0.05% | 10,439 | 1,030 | 10.9% | $9.84万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $99.10万 | 0.05% | 19,644 | 19,644 | — | $99.10万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $99.10万 | 0.05% | 113,000 | -7,000 | -5.8% | -$6.14万 | 减仓 |
| PLD | PROLOGIS INC. | $99.05万 | 0.05% | 7,132 | 437 | 6.5% | $6.07万 | 加仓 |
| NOBL | PROSHARES TR | $97.07万 | 0.05% | 17,226 | 444 | 2.6% | $2.50万 | 加仓 |
| PWR | QUANTA SVCS INC | $96.67万 | 0.05% | 1,353 | -20 | -1.5% | -$1.43万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $96.25万 | 0.05% | 22,921 | 11,947 | 108.9% | $50.17万 | 加仓 |
| CI | THE CIGNA GROUP | $95.20万 | 0.05% | 3,415 | 28 | 0.8% | $7,805 | 加仓 |
| HYG | ISHARES TR | $95.05万 | 0.05% | 11,880 | 2,416 | 25.5% | $19.33万 | 加仓 |
| NEM | NEWMONT CORP | $94.41万 | 0.05% | 9,989 | 1,288 | 14.8% | $12.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $93.25万 | 0.05% | 2,380 | 128 | 5.7% | $5.02万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $92.78万 | 0.05% | 20,892 | 4,338 | 26.2% | $19.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $92.58万 | 0.05% | 1,844 | -386 | -17.3% | -$19.38万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $90.57万 | 0.05% | 5,519 | -312 | -5.4% | -$5.12万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $90.01万 | 0.05% | 2,401 | -4 | -0.2% | -$1,500 | 减仓 |
| GWW | WW GRAINGER INC | $89.90万 | 0.05% | 664 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $88.95万 | 0.05% | 9,354 | -101 | -1.1% | -$9,605 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $88.94万 | 0.05% | 21,026 | -150 | -0.7% | -$6,345 | 减仓 |
| SNOW | SNOWFLAKE INC | $88.71万 | 0.05% | 3,525 | -180 | -4.9% | -$4.53万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $88.16万 | 0.05% | 5,681 | 322 | 6.0% | $5.00万 | 加仓 |
| AZN | ASTRAZENECA PLC | $87.72万 | 0.05% | 4,594 | 464 | 11.2% | $8.86万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $87.58万 | 0.05% | 9,863 | 9,863 | — | $87.58万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $87.46万 | 0.05% | 3,585 | 12 | 0.3% | $2,927 | 加仓 |
| VXUS | VANGUARD STAR FDS | $87.04万 | 0.05% | 10,248 | -2,064 | -16.8% | -$17.53万 | 减仓 |
| EMXC | ISHARES INC | $86.70万 | 0.05% | 8,630 | 1,870 | 27.7% | $18.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.51万 | 0.05% | 2,486 | 2 | 0.1% | $696 | 加仓 |
| DVY | ISHARES TR | $86.20万 | 0.05% | 5,459 | 175 | 3.3% | $2.76万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $85.82万 | 0.05% | 2,586 | 112 | 4.5% | $3.72万 | 加仓 |
| GIGL | GOLDMAN SACHS ETF TR | $85.31万 | 0.05% | 16,789 | 16,789 | — | $85.31万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $85.11万 | 0.05% | 3,607 | -290 | -7.4% | -$6.84万 | 减仓 |
| ARKK | ARK ETF TR | $85.04万 | 0.05% | 10,547 | -427 | -3.9% | -$3.44万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $84.91万 | 0.05% | 3,429 | -130 | -3.7% | -$3.22万 | 减仓 |
| IWD | ISHARES TR | $84.75万 | 0.05% | 3,491 | 185 | 5.6% | $4.49万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $84.44万 | 0.05% | 16,700 | 9,700 | 138.6% | $49.05万 | 加仓 |
| IEF | ISHARES TR | $84.19万 | 0.05% | 8,856 | 974 | 12.4% | $9.26万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $83.53万 | 0.04% | 9,010 | -1,034 | -10.3% | -$9.59万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $82.55万 | 0.04% | 27,181 | 27,181 | — | $82.55万 | 新建仓 |
| NET | CLOUDFLARE INC | $82.25万 | 0.04% | 3,374 | 284 | 9.2% | $6.92万 | 加仓 |
| GM | GENERAL MTRS CO | $81.71万 | 0.04% | 10,564 | 1,064 | 11.2% | $8.23万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $81.69万 | 0.04% | 30,710 | 509 | 1.7% | $1.35万 | 加仓 |
| SHEL | SHELL PLC | $81.61万 | 0.04% | 10,614 | -372 | -3.4% | -$2.86万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $81.16万 | 0.04% | 842 | -92 | -9.9% | -$8.87万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $80.93万 | 0.04% | 9,725 | -239 | -2.4% | -$1.99万 | 减仓 |
| EWY | ISHARES INC | $80.75万 | 0.04% | 4,088 | -315 | -7.2% | -$6.22万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $80.67万 | 0.04% | 4,913 | 4,913 | — | $80.67万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $79.97万 | 0.04% | 7,509 | -294 | -3.8% | -$3.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $79.86万 | 0.04% | 8,643 | 240 | 2.9% | $2.22万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $79.58万 | 0.04% | 31,735 | -46,184 | -59.3% | -$115.81万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $78.90万 | 0.04% | 17,321 | 17,321 | — | $78.90万 | 新建仓 |
| META | META PLATFORMS INC 看涨期权 | $78.76万 | 0.04% | 1,400 | -148,600 | -99.1% | -$8,360.24万 | 减仓 |
| EEM | ISHARES TR | $78.56万 | 0.04% | 11,650 | 7 | 0.1% | $472 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $77.41万 | 0.04% | 2,100 | -47,900 | -95.8% | -$1,765.64万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $77.38万 | 0.04% | 2,984 | 1,054 | 54.6% | $27.33万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $77.13万 | 0.04% | 35,478 | 5,298 | 17.6% | $11.52万 | 加仓 |
| NVS | NOVARTIS AG | $76.99万 | 0.04% | 4,886 | 44 | 0.9% | $6,934 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $76.50万 | 0.04% | 12,603 | 7,175 | 132.2% | $43.55万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $76.46万 | 0.04% | 14,581 | -4,939 | -25.3% | -$25.90万 | 减仓 |
| NGG | NATIONAL GRID PLC | $76.03万 | 0.04% | 9,077 | -201 | -2.2% | -$1.68万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $75.95万 | 0.04% | 6,614 | 498 | 8.1% | $5.72万 | 加仓 |
| IQLT | ISHARES TR | $75.94万 | 0.04% | 15,406 | -2,136 | -12.2% | -$10.53万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $75.33万 | 0.04% | 33,287 | -13,508 | -28.9% | -$30.57万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $74.95万 | 0.04% | 9,915 | -125 | -1.2% | -$9,449 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $74.91万 | 0.04% | 22,719 | 2,626 | 13.1% | $8.66万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.87万 | 0.04% | 1,509 | -186 | -11.0% | -$9.23万 | 减仓 |
| OR | OR ROYALTIES INC. | $74.86万 | 0.04% | 23,409 | -369 | -1.6% | -$1.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $74.06万 | 0.04% | 1,813 | -213 | -10.5% | -$8.70万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $73.85万 | 0.04% | 25,466 | 4,680 | 22.5% | $13.57万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $73.82万 | 0.04% | 10,014 | 193 | 2.0% | $1.42万 | 加仓 |
| FLRT | PACER FDS TR | $73.57万 | 0.04% | 15,778 | 285 | 1.8% | $1.33万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $72.83万 | 0.04% | 1,954 | 239 | 13.9% | $8.91万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $72.71万 | 0.04% | 19,970 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $72.56万 | 0.04% | 35,123 | 5,903 | 20.2% | $12.20万 | 加仓 |
| MCK | MCKESSON CORP | $72.16万 | 0.04% | 965 | 24 | 2.6% | $1.79万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $71.98万 | 0.04% | 40,169 | 2,500 | 6.6% | $4.48万 | 加仓 |
| TIP | ISHARES TR | $71.96万 | 0.04% | 6,547 | 427 | 7.0% | $4.69万 | 加仓 |
| WELL | WELLTOWER INC | $71.90万 | 0.04% | 3,157 | 21 | 0.7% | $4,783 | 加仓 |
| MDT | MEDTRONIC PLC | $71.53万 | 0.04% | 8,839 | 954 | 12.1% | $7.72万 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $70.57万 | 0.04% | 25,266 | 45 | 0.2% | $1,257 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $70.20万 | 0.04% | 2,845 | -38 | -1.3% | -$9,376 | 减仓 |
| EWT | ISHARES INC | $69.91万 | 0.04% | 6,608 | -177 | -2.6% | -$1.87万 | 减仓 |
| — | NEXTNRG INC | $69.81万 | 0.04% | 2,100,092 | 1,199,584 | 133.2% | $39.87万 | 加仓 |
| BFLX | BLACKROCK ETF TRUST | $69.78万 | 0.04% | 27,510 | 27,510 | — | $69.78万 | 新建仓 |
| ESGU | ISHARES TR | $68.80万 | 0.04% | 4,233 | 1 | 0.0% | $163 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $68.56万 | 0.04% | 4,705 | -248 | -5.0% | -$3.61万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $68.52万 | 0.04% | 10,002 | 10,002 | — | $68.52万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $68.06万 | 0.04% | 8,067 | 692 | 9.4% | $5.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $68.05万 | 0.04% | 15,424 | 431 | 2.9% | $1.90万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $67.34万 | 0.04% | 1,396 | -22 | -1.6% | -$1.06万 | 减仓 |
| ESGE | ISHARES INC | $67.28万 | 0.04% | 12,480 | 383 | 3.2% | $2.06万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $66.70万 | 0.04% | 2,106 | -767 | -26.7% | -$24.29万 | 减仓 |
| PTMC | PACER FDS TR | $66.66万 | 0.04% | 16,086 | -455 | -2.8% | -$1.89万 | 减仓 |