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 |
|---|---|---|---|---|---|---|---|---|
| IONQ | IONQ INC | $45.29万 | 0.02% | 8,405 | 1,801 | 27.3% | $9.70万 | 重新持有 |
| HSY | HERSHEY CO | $44.51万 | 0.02% | 2,451 | 15 | 0.6% | $2,724 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $44.29万 | 0.02% | 1,332 | 203 | 18.0% | $6.75万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $43.70万 | 0.02% | 8,690 | 468 | 5.7% | $2.35万 | 加仓 |
| VDC | VANGUARD WORLD FD | $43.68万 | 0.02% | 1,909 | 183 | 10.6% | $4.19万 | 加仓 |
| IEUR | ISHARES TR | $43.13万 | 0.02% | 5,768 | 124 | 2.2% | $9,273 | 加仓 |
| UL | UNILEVER PLC | $43.13万 | 0.02% | 7,047 | 1,043 | 17.4% | $6.38万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $43.11万 | 0.02% | 16,933 | -14,592 | -46.3% | -$37.15万 | 减仓 |
| MUSA | MURPHY USA INC | $43.09万 | 0.02% | 805 | -1 | -0.1% | -$535 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.09万 | 0.02% | 1,915 | -54 | -2.7% | -$1.22万 | 减仓 |
| GSK | GSK PLC | $42.95万 | 0.02% | 8,133 | 23 | 0.3% | $1,215 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $42.86万 | 0.02% | 26,391 | 2,476 | 10.4% | $4.02万 | 加仓 |
| IDU | ISHARES TR | $42.76万 | 0.02% | 3,678 | 102 | 2.9% | $1.19万 | 加仓 |
| TGT | TARGET CORP | $42.57万 | 0.02% | 3,179 | -178 | -5.3% | -$2.38万 | 减仓 |
| CTVA | CORTEVA INC | $42.55万 | 0.02% | 5,104 | 596 | 13.2% | $4.97万 | 加仓 |
| TLT | ISHARES TR | $42.51万 | 0.02% | 4,861 | -118 | -2.4% | -$1.03万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $42.42万 | 0.02% | 44,798 | -1,075 | -2.3% | -$1.02万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $42.16万 | 0.02% | 8,323 | -7,354 | -46.9% | -$37.25万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $41.96万 | 0.02% | 14,455 | 120 | 0.8% | $3,484 | 加仓 |
| APP | APPLOVIN CORP | $41.95万 | 0.02% | 841 | -79 | -8.6% | -$3.94万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $41.70万 | 0.02% | 3,759 | -264 | -6.6% | -$2.93万 | 减仓 |
| MTB | M & T BK CORP | $41.26万 | 0.02% | 1,725 | 23 | 1.4% | $5,502 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $41.15万 | 0.02% | 1,610 | 1,610 | — | $41.15万 | 新建仓 |
| RDDT | REDDIT INC | $41.12万 | 0.02% | 2,358 | -144 | -5.8% | -$2.51万 | 减仓 |
| SNDK | SANDISK CORP 看涨期权 | $41.01万 | 0.02% | 200 | -19,800 | -99.0% | -$4,059.77万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $40.95万 | 0.02% | 8,087 | 1,826 | 29.2% | $9.25万 | 加仓 |
| INSM | INSMED INC | $40.93万 | 0.02% | 3,908 | 1,066 | 37.5% | $11.17万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.92万 | 0.02% | 1,203 | -327 | -21.4% | -$11.12万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $40.90万 | 0.02% | 17,164 | -900 | -5.0% | -$2.14万 | 减仓 |
| RUN | SUNRUN INC | $40.78万 | 0.02% | 30,250 | -47,328 | -61.0% | -$63.80万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $40.73万 | 0.02% | 51,889 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $40.55万 | 0.02% | 2,563 | 186 | 7.8% | $2.94万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $39.85万 | 0.02% | 868 | -9 | -1.0% | -$4,132 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $39.76万 | 0.02% | 17,115 | 2,616 | 18.0% | $6.08万 | 加仓 |
| SMDV | PROSHARES TR | $39.63万 | 0.02% | 5,148 | -28 | -0.5% | -$2,155 | 减仓 |
| XEL | XCEL ENERGY INC | $39.38万 | 0.02% | 4,804 | -86 | -1.8% | -$7,050 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $39.34万 | 0.02% | 6,309 | 424 | 7.2% | $2.64万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $39.29万 | 0.02% | 4,412 | -71 | -1.6% | -$6,323 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $39.26万 | 0.02% | 5,621 | 400 | 7.7% | $2.79万 | 加仓 |
| SAP | SAP SE | $39.23万 | 0.02% | 2,533 | 394 | 18.4% | $6.10万 | 加仓 |
| PAYX | PAYCHEX INC | $39.13万 | 0.02% | 3,920 | -795 | -16.9% | -$7.94万 | 减仓 |
| VFH | VANGUARD WORLD FD | $38.96万 | 0.02% | 2,957 | 1 | 0.0% | $132 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $38.67万 | 0.02% | 2,583 | 2,583 | — | $38.67万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $38.58万 | 0.02% | 16,666 | 1,618 | 10.8% | $3.75万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $38.54万 | 0.02% | 2,900 | -82 | -2.7% | -$1.09万 | 减仓 |
| TXT | TEXTRON INC | $38.39万 | 0.02% | 4,258 | -110 | -2.5% | -$9,917 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $38.13万 | 0.02% | 37,195 | 117 | 0.3% | $1,199 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $37.69万 | 0.02% | 4,280 | -25 | -0.6% | -$2,202 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $37.60万 | 0.02% | 17,144 | -474 | -2.7% | -$1.04万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $37.56万 | 0.02% | 8,464 | -1,412 | -14.3% | -$6.27万 | 减仓 |
| ARKQ | ARK ETF TR | $37.54万 | 0.02% | 2,924 | 623 | 27.1% | $8.00万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $37.36万 | 0.02% | 20,175 | 4,325 | 27.3% | $8.01万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $37.31万 | 0.02% | 22,093 | 211 | 1.0% | $3,564 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $37.29万 | 0.02% | 12,696 | -142 | -1.1% | -$4,171 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $37.15万 | 0.02% | 500 | -49,500 | -99.0% | -$3,677.40万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $36.99万 | 0.02% | 2,284 | 4 | 0.2% | $648 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $36.82万 | 0.02% | 8,467 | -822 | -8.8% | -$3.57万 | 减仓 |
| CALF | PACER FDS TR | $36.78万 | 0.02% | 7,251 | 108 | 1.5% | $5,478 | 加仓 |
| EFX | EQUIFAX INC | $36.67万 | 0.02% | 2,313 | 2,313 | — | $36.67万 | 新建仓 |
| KR | KROGER CO | $36.53万 | 0.02% | 6,534 | 116 | 1.8% | $6,485 | 加仓 |
| LEN | LENNAR CORP | $36.21万 | 0.02% | 3,986 | 130 | 3.4% | $1.18万 | 加仓 |
| ZTS | ZOETIS INC | $36.13万 | 0.02% | 4,932 | 1,240 | 33.6% | $9.08万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $36.09万 | 0.02% | 3,171 | 10 | 0.3% | $1,138 | 加仓 |
| SYF | SYNCHRONY FINANCIAL 看涨期权 | $36.05万 | 0.02% | 4,600 | -455,400 | -99.0% | -$3,568.97万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $36.02万 | 0.02% | 1,500 | -208,500 | -99.3% | -$5,006.92万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $35.98万 | 0.02% | 18,510 | 3,385 | 22.4% | $6.58万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $35.89万 | 0.02% | 5,008 | 471 | 10.4% | $3.38万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $35.72万 | 0.02% | 4,864 | 1,067 | 28.1% | $7.84万 | 重新持有 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $35.71万 | 0.02% | 7,605 | 1,307 | 20.8% | $6.14万 | 加仓 |
| TSN | TYSON FOODS INC | $35.67万 | 0.02% | 6,082 | 599 | 10.9% | $3.51万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $35.32万 | 0.02% | 9,100 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $35.28万 | 0.02% | 3,084 | 3,084 | — | $35.28万 | 新建仓 |
| ROST | ROSS STORES INC | $35.09万 | 0.02% | 1,680 | -171 | -9.2% | -$3.57万 | 减仓 |
| TFI | SPDR SERIES TRUST | $34.90万 | 0.02% | 7,619 | 7,619 | — | $34.90万 | 新建仓 |
| GRFS | GRIFOLS S A | $34.89万 | 0.02% | 47,601 | -680 | -1.4% | -$4,984 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $34.35万 | 0.02% | 8,104 | -35,801 | -81.5% | -$151.74万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $34.34万 | 0.02% | 1,567 | 17 | 1.1% | $3,726 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.03万 | 0.02% | 709 | 136 | 23.7% | $6.53万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $33.92万 | 0.02% | 14,038 | 14,038 | — | $33.92万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $33.84万 | 0.02% | 1,680 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看跌期权 | $33.76万 | 0.02% | 600 | -59,400 | -99.0% | -$3,341.84万 | 减仓 |
| REGL | PROSHARES TR | $33.74万 | 0.02% | 3,669 | -201 | -5.2% | -$1.85万 | 减仓 |
| ALL | ALLSTATE CORP | $33.68万 | 0.02% | 1,395 | 1,395 | — | $33.68万 | 新建仓 |
| EQT | EQT CORP | $33.63万 | 0.02% | 6,466 | 120 | 1.9% | $6,240 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $33.48万 | 0.02% | 9,568 | 935 | 10.8% | $3.27万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $33.47万 | 0.02% | 5,879 | 44 | 0.8% | $2,505 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $33.45万 | 0.02% | 2,824 | -287 | -9.2% | -$3.40万 | 减仓 |
| NVT | NVENT ELEC PLC | $33.37万 | 0.02% | 2,043 | -289 | -12.4% | -$4.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $33.36万 | 0.02% | 1,200 | -108,800 | -98.9% | -$3,024.64万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $33.36万 | 0.02% | 2,467 | -223 | -8.3% | -$3.02万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $33.30万 | 0.02% | 26,918 | 2,269 | 9.2% | $2.81万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $33.19万 | 0.02% | 4,162 | 4,162 | — | $33.19万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $33.17万 | 0.02% | 12,813 | 600 | 4.9% | $1.55万 | 加仓 |
| TMFC | RBB FD INC | $33.09万 | 0.02% | 4,385 | -302 | -6.4% | -$2.28万 | 减仓 |
| NRG | NRG ENERGY INC | $33.07万 | 0.02% | 2,218 | 363 | 19.6% | $5.41万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $33.01万 | 0.02% | 7,687 | 1,276 | 19.9% | $5.48万 | 加仓 |
| SOXX | ISHARES TR | $32.93万 | 0.02% | 536 | -2,524 | -82.5% | -$155.06万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.83万 | 0.02% | 1,210 | -651 | -35.0% | -$17.66万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $32.77万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $32.76万 | 0.02% | 13,294 | 40 | 0.3% | $986 | 加仓 |