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 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR | $16.1M | 18.84% | 180,670 | 新建仓 |
| 2 | SH | PROSHARES TR | $13.9M | 16.27% | 853,812 | 新建仓 |
| 3 | PDBC | INVESCO ACTVELY MNGD ETC FD | $13.0M | 15.16% | 1.1M | 增持 |
| 4 | VTIP | VANGUARD MALVERN FDS | $11.1M | 12.99% | 325,946 | 增持 |
| 5 | GLD | SPDR GOLD TR | $7.2M | 8.38% | 86,066 | 增持 |
| 6 | SHY | ISHARES TR | $6.9M | 8.05% | 89,655 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $1.3M | 1.55% | 122,672 | 增持 |
| 8 | AAPL | APPLE INC | $965,025 | 1.13% | 394,033 | 增持 |
| 9 | JNJ | JOHNSON & JOHNSON | $842,826 | 0.99% | 55,341 | 增持 |
| 10 | RIV | RIVERNORTH OPPORTUNITIES FD | $721,909 | 0.84% | 186,008 | 新建仓 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $516,898 | 0.60% | 20,136 | 增持 |
| 12 | GOOG | ALPHABET INC | $444,666 | 0.52% | 3,481 | 增持 |
| 13 | ITA | ISHARES TR | $431,176 | 0.50% | 17,086 | 增持 |
| 14 | MOAT | VANECK ETF TRUST | $415,175 | 0.49% | 15,106 | 新建仓 |
| 15 | INFL | LISTED FD TR | $406,970 | 0.48% | 14,260 | 新建仓 |
| 16 | BMY | BRISTOL-MYERS SQUIBB CO | $392,483 | 0.46% | 97,506 | 减持 |
| 17 | GOOGL | ALPHABET INC | $376,966 | 0.44% | 6,146 | 减持 |
| 18 | VOD | VODAFONE GROUP PLC NEW | $331,925 | 0.39% | 28,844 | 新建仓 |
| 19 | HQH | TEKLA HEALTHCARE INVS | $324,108 | 0.38% | 64,775 | 增持 |
| 20 | LEN | LENNAR CORP | $324,622 | 0.38% | 4,600 | 新建仓 |
| 21 | CSCO | CISCO SYS INC | $317,723 | 0.37% | 60,181 | 增持 |
| 22 | MGA | MAGNA INTL INC | $297,468 | 0.35% | 5,787 | 新建仓 |
| 23 | PG | PROCTER AND GAMBLE CO | $298,742 | 0.35% | 43,267 | 增持 |
| 24 | C | CITIGROUP INC | $291,399 | 0.34% | 29,444 | 增持 |
| 25 | FDX | FEDEX CORP | $294,877 | 0.34% | 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