B. Riley Wealth Advisors, Inc.
MEMPHIS TN · SEC CIK 0001464811
$15.79亿2026Q1 申报市值
898持仓数
22.2%前十大占比 · 第一大 5.2%
104 / 218新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
URTH 新建仓+$624.56万
FELG 新建仓+$608.70万
BPRE 加仓+$432.87万
SMH 加仓+$418.61万
BNO 新建仓+$232.44万
2026Q1 卖出最多 按季末市值估算
BIL 减仓-$2,867.09万
AAPL 减仓-$2,730.91万
NVDA 减仓-$1,914.67万
AMZN 减仓-$1,422.89万
VUG 减仓-$1,207.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TR EXCHANGE-TRADED FD | $123.18万 | 0.08% | 5,448 | -204 | -3.6% | -$4.61万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $123.67万 | 0.08% | 6,216 | -571 | -8.4% | -$11.36万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $123.73万 | 0.08% | 67,651 | 67,651 | — | $123.73万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $124.67万 | 0.08% | 87,184 | -18,352 | -17.4% | -$26.24万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $124.69万 | 0.08% | 37,219 | 37,219 | — | $124.69万 | 新建仓 |
| AMGN | AMGEN INC | $125.36万 | 0.08% | 3,592 | -809 | -18.4% | -$28.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $125.40万 | 0.08% | 20,238 | -56,698 | -73.7% | -$351.31万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $125.63万 | 0.08% | 43,470 | -3,805 | -8.0% | -$11.00万 | 减仓 |
| LIN | LINDE PLC | $126.23万 | 0.08% | 2,528 | -735 | -22.5% | -$36.70万 | 减仓 |
| PSX | PHILLIPS 66 | $126.80万 | 0.08% | 6,861 | -1,630 | -19.2% | -$30.13万 | 减仓 |
| GOVT | ISHARES TR | $126.83万 | 0.08% | 55,408 | 55,408 | — | $126.83万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $126.86万 | 0.08% | 9,632 | -1,472 | -13.3% | -$19.39万 | 减仓 |
| MMM | 3M CO | $127.92万 | 0.08% | 8,976 | -7,552 | -45.7% | -$107.63万 | 减仓 |
| FLOT | ISHARES TR | $128.69万 | 0.08% | 25,318 | -596 | -2.3% | -$3.03万 | 减仓 |
| USFR | WISDOMTREE TR | $128.80万 | 0.08% | 25,586 | -1,384 | -5.1% | -$6.97万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $128.98万 | 0.08% | 14,012 | -5,056 | -26.5% | -$46.54万 | 减仓 |
| GDX | VANECK ETF TRUST | $129.20万 | 0.08% | 15,060 | -10,819 | -41.8% | -$92.82万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $130.67万 | 0.08% | 7,935 | -1,697 | -17.6% | -$27.94万 | 减仓 |
| OEF | ISHARES TR | $131.13万 | 0.08% | 4,255 | -10,241 | -70.6% | -$315.60万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $132.35万 | 0.08% | 37,706 | -1,691 | -4.3% | -$5.94万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $132.81万 | 0.08% | 28,257 | -5,223 | -15.6% | -$24.55万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $133.48万 | 0.08% | 2,230 | -453 | -16.9% | -$27.12万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $134.35万 | 0.09% | 56,926 | 9,593 | 20.3% | $22.64万 | 加仓 |
| XOP | SPDR SERIES TRUST | $135.69万 | 0.09% | 7,316 | 7,316 | — | $135.69万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $135.84万 | 0.09% | 11,688 | -3,269 | -21.9% | -$37.99万 | 减仓 |
| MO | ALTRIA GROUP INC | $136.11万 | 0.09% | 20,309 | -2,762 | -12.0% | -$18.51万 | 减仓 |
| DIS | DISNEY WALT CO | $136.54万 | 0.09% | 14,476 | -5,268 | -26.7% | -$49.69万 | 减仓 |
| BLK | BLACKROCK INC | $137.15万 | 0.09% | 1,468 | -238 | -14.0% | -$22.24万 | 减仓 |
| VGT | VANGUARD WORLD FD | $137.73万 | 0.09% | 2,060 | -10,903 | -84.1% | -$728.99万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $138.20万 | 0.09% | 26,756 | -1,103 | -4.0% | -$5.70万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $138.91万 | 0.09% | 6,993 | -157 | -2.2% | -$3.12万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $138.97万 | 0.09% | 5,933 | -207 | -3.4% | -$4.85万 | 减仓 |
| AMLP | ALPS ETF TR | $139.92万 | 0.09% | 26,271 | 26,271 | — | $139.92万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $141.83万 | 0.09% | 2,954 | -1,690 | -36.4% | -$81.14万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $142.14万 | 0.09% | 21,066 | 1,776 | 9.2% | $11.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $143.49万 | 0.09% | 5,108 | -1,284 | -20.1% | -$36.07万 | 减仓 |
| SHY | ISHARES TR | $145.44万 | 0.09% | 17,629 | -3,616 | -17.0% | -$29.83万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $145.56万 | 0.09% | 4,282 | -73 | -1.7% | -$2.48万 | 减仓 |
| EQIX | EQUINIX INC | $146.06万 | 0.09% | 1,515 | -137 | -8.3% | -$13.21万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $146.67万 | 0.09% | 52,420 | 52,420 | — | $146.67万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $147.31万 | 0.09% | 29,125 | -260 | -0.9% | -$1.32万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $147.57万 | 0.09% | 10,144 | -527 | -4.9% | -$7.67万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $147.93万 | 0.09% | 15,896 | -1,959 | -11.0% | -$18.23万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $149.85万 | 0.09% | 69,760 | 85 | 0.1% | $1,826 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $149.87万 | 0.09% | 14,151 | 1,166 | 9.0% | $12.35万 | 加仓 |
| HAL | HALLIBURTON CO | $151.16万 | 0.10% | 38,502 | 1,873 | 5.1% | $7.35万 | 加仓 |
| ITA | ISHARES TR | $151.22万 | 0.10% | 7,174 | -2,473 | -25.6% | -$52.13万 | 减仓 |
| — | GLADSTONE CAP CORP | $151.60万 | 0.10% | 88,295 | 88,295 | — | $151.60万 | 新建仓 |
| IYK | ISHARES TR | $152.01万 | 0.10% | 21,728 | 6 | 0.0% | $420 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $152.63万 | 0.10% | 9,260 | -760 | -7.6% | -$12.53万 | 减仓 |
| VV | VANGUARD INDEX FDS | $154.14万 | 0.10% | 5,311 | -784 | -12.9% | -$22.75万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $155.15万 | 0.10% | 75,518 | -3,685 | -4.7% | -$7.57万 | 减仓 |
| SH | PROSHARES TR | $158.56万 | 0.10% | 40,624 | -6,551 | -13.9% | -$25.57万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $159.26万 | 0.10% | 7,502 | -960 | -11.3% | -$20.38万 | 减仓 |
| CRM | SALESFORCE INC | $159.53万 | 0.10% | 8,622 | -4,128 | -32.4% | -$76.38万 | 减仓 |
| LOW | LOWES COS INC | $161.75万 | 0.10% | 6,954 | -906 | -11.5% | -$21.07万 | 减仓 |
| — | GLOBAL X FDS | $163.23万 | 0.10% | 43,762 | 43,762 | — | $163.23万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $164.30万 | 0.10% | 30,443 | 13,779 | 82.7% | $74.37万 | 加仓 |
| IWX | ISHARES TR | $166.47万 | 0.11% | 18,323 | -2,159 | -10.5% | -$19.61万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $167.04万 | 0.11% | 24,375 | 643 | 2.7% | $4.41万 | 加仓 |
| SBUX | STARBUCKS CORP | $167.86万 | 0.11% | 19,356 | -526 | -2.6% | -$4.56万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $168.46万 | 0.11% | 54,046 | 1,477 | 2.8% | $4.60万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $168.56万 | 0.11% | 35,979 | -761 | -2.1% | -$3.57万 | 减仓 |
| DBEF | DBX ETF TR | $168.88万 | 0.11% | 34,987 | -5,515 | -13.6% | -$26.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $169.96万 | 0.11% | 3,760 | -1,454 | -27.9% | -$65.72万 | 减仓 |
| PEP | PEPSICO INC | $170.72万 | 0.11% | 10,887 | -656 | -5.7% | -$10.29万 | 减仓 |
| IWR | ISHARES TR | $171.24万 | 0.11% | 18,075 | -412 | -2.2% | -$3.90万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $172.04万 | 0.11% | 38,531 | 3,421 | 9.7% | $15.27万 | 加仓 |
| XAR | SPDR SERIES TRUST | $173.38万 | 0.11% | 7,157 | -1,474 | -17.1% | -$35.71万 | 减仓 |
| AZO | AUTOZONE INC | $173.81万 | 0.11% | 520 | -57 | -9.9% | -$19.05万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $175.13万 | 0.11% | 37,574 | 818 | 2.2% | $3.81万 | 加仓 |
| IYW | ISHARES TR | $175.95万 | 0.11% | 10,139 | -1,072 | -9.6% | -$18.60万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $176.47万 | 0.11% | 16,346 | -34,753 | -68.0% | -$375.19万 | 减仓 |
| MBB | ISHARES TR | $177.02万 | 0.11% | 18,689 | -118 | -0.6% | -$1.12万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $178.22万 | 0.11% | 206,750 | 9,000 | 4.6% | $7.76万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $181.55万 | 0.11% | 144,543 | -1,676 | -1.1% | -$2.11万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $182.63万 | 0.12% | 23,739 | 228 | 1.0% | $1.75万 | 加仓 |
| CRWV | COREWEAVE INC | $182.67万 | 0.12% | 26,417 | 8,994 | 51.6% | $62.19万 | 加仓 |
| ET | ENERGY TRANSFER L P | $183.86万 | 0.12% | 93,853 | -5,463 | -5.5% | -$10.70万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $185.84万 | 0.12% | 37,108 | 2,578 | 7.5% | $12.91万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $187.96万 | 0.12% | 43,905 | 43,905 | — | $187.96万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $190.40万 | 0.12% | 96,895 | 10,046 | 11.6% | $19.74万 | 加仓 |
| IWM | ISHARES TR | $193.56万 | 0.12% | 8,078 | -10,460 | -56.4% | -$250.63万 | 减仓 |
| LQD | ISHARES TR | $194.84万 | 0.12% | 17,989 | 11,618 | 182.4% | $125.84万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $194.95万 | 0.12% | 77,919 | 77,919 | — | $194.95万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $195.16万 | 0.12% | 6,560 | -986 | -13.1% | -$29.33万 | 减仓 |
| TLH | ISHARES TR | $195.76万 | 0.12% | 19,454 | -1,663 | -7.9% | -$16.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $200.05万 | 0.13% | 65,633 | -17,390 | -20.9% | -$53.01万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $201.21万 | 0.13% | 22,914 | 2,877 | 14.4% | $25.26万 | 加仓 |
| QCOM | QUALCOMM INC | $203.44万 | 0.13% | 16,010 | -4,309 | -21.2% | -$54.76万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $207.75万 | 0.13% | 16,412 | -1,251 | -7.1% | -$15.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $208.22万 | 0.13% | 24,517 | -68,786 | -73.7% | -$584.20万 | 减仓 |
| FDX | FEDEX CORP | $212.53万 | 0.13% | 6,219 | -1,042 | -14.4% | -$35.61万 | 减仓 |
| CB | CHUBB LTD SWITZ | $215.53万 | 0.14% | 6,624 | -66 | -1.0% | -$2.15万 | 减仓 |
| MTUM | ISHARES TR | $218.70万 | 0.14% | 9,477 | -391 | -4.0% | -$9.02万 | 减仓 |
| DTCR | GLOBAL X FDS | $221.79万 | 0.14% | 96,179 | -13,859 | -12.6% | -$31.96万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $223.95万 | 0.14% | 37,359 | 535 | 1.5% | $3.21万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $223.96万 | 0.14% | 14,525 | -10,613 | -42.2% | -$163.64万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $224.61万 | 0.14% | 44,468 | 6,193 | 16.2% | $31.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $225.69万 | 0.14% | 6,985 | -5,405 | -43.6% | -$174.64万 | 减仓 |