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B. Riley Wealth Management, Inc. 13F 持仓 · 最近申报 2022年Q2

B. Riley Wealth Management 在 2022年Q2(报告期截至 2022-06-30)的 SEC 13F 申报中报告了 753 只证券,申报市值合计 8,549.91 万美元。前几大持仓:BIL(18.84%)、SH(16.27%)、PDBC(15.16%)。本季前 25 大持仓中:新建仓 8 只、增持 15 只、减持 2 只。

排名代码公司市值占组合股数变动
1BILSPDR SER TR$16.1M18.84%180,670新建仓
2SHPROSHARES TR$13.9M16.27%853,812新建仓
3PDBCINVESCO ACTVELY MNGD ETC FD$13.0M15.16%1.1M增持
4VTIPVANGUARD MALVERN FDS$11.1M12.99%325,946增持
5GLDSPDR GOLD TR$7.2M8.38%86,066增持
6SHYISHARES TR$6.9M8.05%89,655增持
7MSFTMICROSOFT CORP$1.3M1.55%122,672增持
8AAPLAPPLE INC$965,0251.13%394,033增持
9JNJJOHNSON & JOHNSON$842,8260.99%55,341增持
10RIVRIVERNORTH OPPORTUNITIES FD$721,9090.84%186,008新建仓
11BRKBBERKSHIRE HATHAWAY INC DEL$516,8980.60%20,136增持
12GOOGALPHABET INC$444,6660.52%3,481增持
13ITAISHARES TR$431,1760.50%17,086增持
14MOATVANECK ETF TRUST$415,1750.49%15,106新建仓
15INFLLISTED FD TR$406,9700.48%14,260新建仓
16BMYBRISTOL-MYERS SQUIBB CO$392,4830.46%97,506减持
17GOOGLALPHABET INC$376,9660.44%6,146减持
18VODVODAFONE GROUP PLC NEW$331,9250.39%28,844新建仓
19HQHTEKLA HEALTHCARE INVS$324,1080.38%64,775增持
20LENLENNAR CORP$324,6220.38%4,600新建仓
21CSCOCISCO SYS INC$317,7230.37%60,181增持
22MGAMAGNA INTL INC$297,4680.35%5,787新建仓
23PGPROCTER AND GAMBLE CO$298,7420.35%43,267增持
24CCITIGROUP INC$291,3990.34%29,444增持
25FDXFEDEX CORP$294,8770.34%7,973增持

来源:SEC 13F 申报文件 · 截至 2022-06-30

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