13F 机构持仓

B. Riley Wealth Advisors, Inc.

MEMPHIS TN · SEC CIK 0001464811

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.2%
AAPL 3.4%
IVV 2.4%
AMZN 1.9%
META 1.8%
MSFT 1.6%
VUG 1.6%
LLY 1.5%
SPY 1.3%
APUE 1.3%

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
LBTYK LIBERTY GLOBAL LTD $16.41万0.01%14,808 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD I $16.30万0.01%11,295 1351.2% $1,948 加仓
— EATON VANCE RISK-MANAGED DIV $16.29万0.01%19,743 2,28813.1% $1.89万 加仓
MMM 3M CO 看涨期权 $16.24万0.01%1,000 -99,000-99.0% -$1,608.06万 减仓
XEVVX EATON VANCE LIMITED DURATION $15.55万0.01%16,647 -3,909-19.0% -$3.65万 减仓
— PIMCO INCOME STRATEGY FD II $15.36万0.01%21,629 -4,000-15.6% -$2.84万 减仓
BW BABCOCK & WILCOX ENTERPRISES $14.34万0.01%10,160 10,160— $14.34万 新建仓
BULL WEBULL CORP $14.18万0.01%21,010 100.0% $68 加仓
JRI NUVEEN REAL ASSET INCOME & G $14.04万0.01%10,919 1161.1% $1,492 加仓
— SPROTT FDS TR $13.98万0.01%2,800 -8,200-74.5% -$40.95万 减仓
— SPROTT FDS TR 看涨期权 $13.98万0.01%2,800 -277,200-99.0% -$1,384.34万 减仓
PML PIMCO MUN INCOME FD II $13.88万0.01%18,167 00.0% — 不变
VIV TELEFONICA BRASIL SA $13.67万0.01%10,305 10,305— $13.67万 新建仓
BJ BJS WHSL CLUB HLDGS INC $13.62万0.01%1,525 69583.7% $6.21万 加仓
BCSF BAIN CAP SPECIALTY FIN INC $13.54万0.01%10,829 00.0% — 不变
— ABRDN WORLD HEALTHCARE FUND $13.53万0.01%10,166 -573-5.3% -$7,627 减仓
— ALLSPRING GLOBAL DIVIDEND OP $13.43万0.01%20,655 2701.3% $1,755 加仓
TU TELUS CORPORATION $13.36万0.01%12,386 1050.9% $1,133 加仓
— RE/MAX HLDGS INC $13.35万0.01%13,419 00.0% — 不变
NZF NUVEEN MUN CR INCOME FD $13.12万0.01%10,315 910.9% $1,158 加仓
— CLOUGH GLOBAL EQUITY FD $12.84万0.01%15,000 00.0% — 不变
RITM RITHM CAPITAL CORP $12.79万0.01%13,577 -110-0.8% -$1,036 减仓
IGV ISHARES TR 看涨期权 $12.58万0.01%1,400 1,400— $12.58万 新建仓
AAL AMERICAN AIRLINES GROUP INC $12.52万0.01%6,989 -907-11.5% -$1.63万 重新持有
CVX CHEVRON CORPORATION 看涨期权 $11.93万0.01%708 -69,892-99.0% -$1,178.11万 减仓
— KKR INCOME OPPORTUNITIES FD $11.46万0.01%10,148 580.6% $655 加仓
AGNC AGNC INVT CORP $11.29万0.01%10,259 200.2% $220 加仓
OMER OMEROS CORP $11.27万0.01%11,369 00.0% — 不变
PRU PRUDENTIAL FINL INC 看涨期权 $10.92万0.01%1,000 -99,000-99.0% -$1,081.08万 减仓
AAL AMERICAN AIRLINES GROUP INC 看涨期权 $10.75万0.01%6,000 00.0% — 重新持有
BJ BJS WHSL CLUB HLDGS INC 看涨期权 $10.72万0.01%1,200 -28,800-96.0% -$257.30万 减仓
ABEV AMBEV SA $10.61万0.01%33,379 -10,990-24.8% -$3.49万 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $10.60万0.01%10,064 10,064— $10.60万 新建仓
HD HOME DEPOT INC 看涨期权 $10.52万0.01%300 -9,700-97.0% -$340.29万 减仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $10.52万0.01%251 -14,749-98.3% -$618.14万 减仓
JPM JPMORGAN CHASE & CO 看涨期权 $9.88万0.01%300 -29,700-99.0% -$978.29万 减仓
HLN HALEON PLC $9.70万0.01%10,400 3233.2% $3,014 加仓
LEU CENTRUS ENERGY CORP 看涨期权 $9.62万0.01%600 -59,400-99.0% -$951.88万 减仓
MMT ABERDEEN MULTI-MARKET INCOME $9.46万0.01%21,397 21,397— $9.46万 新建仓
CSCO CISCO SYS INC 看涨期权 $9.42万0.01%800 -79,200-99.0% -$932.18万 减仓
RTX RTX CORPORATION 看涨期权 $9.37万0.01%500 -49,500-99.0% -$927.28万 减仓
OWL BLUE OWL CAPITAL INC $9.30万0.00%10,920 -16-0.1% -$136 减仓
INTC INTEL CORP 看涨期权 $9.27万0.00%704 704— $9.27万 新建仓
GOOGL ALPHABET INC 看涨期权 $9.19万0.00%260 260— $9.19万 新建仓
ORCL ORACLE CORP 看涨期权 $8.87万0.00%600 -59,400-99.0% -$877.69万 减仓
— VUZIX CORP $8.19万0.00%30,000 00.0% — 不变
— POLYPID LTD $7.52万0.00%15,130 00.0% — 不变
GLD SPDR GOLD TR 看涨期权 $7.37万0.00%200 -19,800-99.0% -$729.79万 减仓
CCL CARNIVAL CORP LTD 看涨期权 $7.30万0.00%2,500 2,500— $7.30万 新建仓
— VIRTUS TOTAL RETURN FD INC $7.21万0.00%10,527 2362.3% $1,617 加仓
— PIMCO HIGH INCOME FD $7.02万0.00%15,135 530.4% $246 加仓
LYG LLOYDS BANKING GROUP PLC $6.98万0.00%12,135 -2,979-19.7% -$1.71万 重新持有
STGW STAGWELL INC $6.96万0.00%10,000 00.0% — 不变
— EXXON MOBIL CORP 看涨期权 $6.80万0.00%500 -49,500-99.0% -$673.50万 减仓
ENVX ENOVIX CORPORATION $6.61万0.00%10,833 1000.9% $610 加仓
VST VISTRA CORP 看涨期权 $6.50万0.00%400 -29,600-98.7% -$480.64万 减仓
DVN DEVON ENERGY CORP NEW 看涨期权 $6.30万0.00%1,500 -88,500-98.3% -$371.61万 减仓
DE DEERE & CO 看涨期权 $6.27万0.00%100 -9,900-99.0% -$620.36万 减仓
— CIBUS INC $5.74万0.00%40,120 00.0% — 不变
HON HONEYWELL INTL INC 看涨期权 $5.70万0.00%250 -19,750-98.8% -$449.90万 减仓
MPT MEDICAL PROPERTIES TRUST INC $5.61万0.00%12,142 -679-5.3% -$3,137 减仓
USAS AMERICAS GOLD AND SILVER COR $5.49万0.00%11,711 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC 看跌期权 $5.39万0.00%100 -9,900-99.0% -$534.10万 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $5.36万0.00%10,940 1561.4% $764 加仓
SLV ISHARES SILVER TR 看涨期权 $5.27万0.00%1,000 -259,000-99.6% -$1,364.41万 减仓
EWZ ISHARES INC 看涨期权 $5.18万0.00%1,500 -148,500-99.0% -$513.07万 减仓
CVS CVS HEALTH CORP 看涨期权 $5.18万0.00%500 -49,500-99.0% -$512.72万 减仓
JNJ JOHNSON & JOHNSON 看涨期权 $5.17万0.00%200 -19,800-99.0% -$511.85万 减仓
ABBV ABBVIE INC 看涨期权 $5.09万0.00%200 -19,800-99.0% -$503.53万 减仓
NOW SERVICENOW INC 看涨期权 $5.00万0.00%500 500— $5.00万 新建仓
— EAGLE POINT CR CO $4.98万0.00%13,468 -1,917-12.5% -$7,093 减仓
BTBT BIT DIGITAL INC $4.94万0.00%27,000 00.0% — 不变
ITA ISHARES TR 看涨期权 $4.78万0.00%200 -19,800-99.0% -$473.48万 减仓
BBAI BIGBEAR AI HLDGS INC $4.71万0.00%13,070 -15,030-53.5% -$5.41万 减仓
MCD MCDONALDS CORP 看涨期权 $4.68万0.00%175 175— $4.68万 新建仓
LRCX LAM RESEARCH CORP 看涨期权 $4.11万0.00%100 100— $4.11万 新建仓
XLK SELECT SECTOR SPDR TR 看涨期权 $3.71万0.00%200 200— $3.71万 新建仓
NFLX NETFLIX INC. 看涨期权 $3.69万0.00%500 -49,500-99.0% -$365.21万 减仓
AMGN AMGEN INC 看涨期权 $3.61万0.00%100 -9,900-99.0% -$356.94万 减仓
GOOG ALPHABET INC 看涨期权 $3.51万0.00%100 -9,900-99.0% -$347.77万 减仓
PLUG PLUG PWR INC $3.37万0.00%13,027 7005.7% $1,813 加仓
APH AMPHENOL CORP 看涨期权 $3.33万0.00%200 200— $3.33万 新建仓
Q QNITY ELECTRONICS INC 看涨期权 $3.16万0.00%200 200— $3.16万 新建仓
— CLIPPER RLTY INC $3.07万0.00%11,001 -463-4.0% -$1,292 减仓
UL UNILEVER PLC 看涨期权 $3.06万0.00%500 500— $3.06万 新建仓
SPCE VIRGIN GALACTIC HOLDINGS INC $3.00万0.00%10,196 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC 看跌期权 $2.93万0.00%8,140 -811,860-99.0% -$292.27万 减仓
— EVE HLDG INC $2.88万0.00%11,822 1,0009.2% $2,440 加仓
KVUE KENVUE INC 看涨期权 $2.86万0.00%1,500 -148,500-99.0% -$283.19万 减仓
XLE SELECT SECTOR SPDR TR 看涨期权 $2.83万0.00%528 -51,872-99.0% -$277.89万 减仓
SMCI SUPER MICRO COMPUTER INC 看涨期权 $2.81万0.00%1,000 1,000— $2.81万 新建仓
KO COCA COLA CO 看涨期权 $2.73万0.00%330 -32,670-99.0% -$270.02万 减仓
RC READY CAPITAL CORP $2.49万0.00%14,167 00.0% — 不变
NKE NIKE INC 看涨期权 $2.49万0.00%600 -59,400-99.0% -$246.39万 减仓
BP BP PLC 看涨期权 $2.24万0.00%600 -119,400-99.5% -$445.96万 减仓
LYB LYONDELLBASELL INDUSTRIES NV 看涨期权 $2.14万0.00%400 -39,600-99.0% -$212.34万 减仓
— BATTALION OIL CORP $2.13万0.00%15,000 15,000— $2.13万 新建仓
F FORD MTR CO 看涨期权 $2.10万0.00%1,500 50050.0% $7,010 重新持有
— VIVOS THERAPEUTICS INC $1.88万0.00%38,066 00.0% — 不变
TSN TYSON FOODS INC 看涨期权 $1.76万0.00%300 -200-40.0% -$1.17万 重新持有