B. Riley Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
B. Riley Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 831 只证券，申报市值合计 18.68 亿美元。前几大持仓：NVDA（6.35%）、AAPL（3.44%）、IVV（2.38%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $118.5M | 6.35% | 607,945 | 减持 |
| 2 | AAPL | APPLE INC | $64.2M | 3.44% | 227,727 | 减持 |
| 3 | IVV | ISHARES TR | $44.4M | 2.38% | 59,644 | 增持 |
| 4 | AMZN | AMAZON COM INC | $36.7M | 1.97% | 152,873 | 减持 |
| 5 | META | META PLATFORMS INC | $34.6M | 1.85% | 61,413 | 减持 |
| 6 | LLY | ELI LILLY & CO | $31.3M | 1.67% | 25,422 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $30.9M | 1.66% | 83,878 | 减持 |
| 8 | VUG | VANGUARD INDEX FDS | $29.3M | 1.57% | 345,642 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $25.0M | 1.34% | 33,701 | 增持 |
| 10 | APUE | TRUST FOR PROFESSIONAL MANAG | $23.4M | 1.26% | 510,969 | 增持 |
| 11 | GOOGL | ALPHABET INC | $22.6M | 1.21% | 63,803 | 增持 |
| 12 | AVGO | BROADCOM INC | $21.7M | 1.16% | 58,265 | 减持 |
| 13 | QQQ | INVESCO QQQ TR | $21.2M | 1.13% | 29,270 | 减持 |
| 14 | SMH | VANECK ETF TRUST | $20.9M | 1.12% | 33,074 | 增持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $20.3M | 1.09% | 61,181 | 减持 |
| 16 | VTV | VANGUARD INDEX FDS | $20.3M | 1.09% | 92,789 | 减持 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $19.5M | 1.05% | 168,705 | 减持 |
| 18 | GOOG | ALPHABET INC | $19.1M | 1.02% | 54,340 | 减持 |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $18.9M | 1.01% | 35,117 | 减持 |
| 20 | XLK | SELECT SECTOR SPDR TR | $18.9M | 1.01% | 101,729 | 增持 |
| 21 | CRWD | CROWDSTRIKE HLDGS INC | $18.5M | 0.99% | 24,925 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO | $16.5M | 0.89% | 50,190 | 减持 |
| 23 | MU | MICRON TECHNOLOGY INC | $14.5M | 0.78% | 12,686 | 增持 |
| 24 | CSM | PROSHARES TR | $13.8M | 0.74% | 162,845 | 减持 |
| 25 | CGBL | CAPITAL GROUP CORE BALANCED | $13.4M | 0.72% | 354,422 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR