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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $227.29万 | 0.14% | 29,595 | 208 | 0.7% | $1.60万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $228.43万 | 0.14% | 14,586 | -3,901 | -21.1% | -$61.09万 | 减仓 |
| TXN | TEXAS INSTRS INC | $228.48万 | 0.14% | 12,256 | -1,413 | -10.3% | -$26.34万 | 减仓 |
| EFA | ISHARES TR | $229.61万 | 0.15% | 24,408 | -1,400 | -5.4% | -$13.17万 | 减仓 |
| MCD | MCDONALDS CORP | $230.01万 | 0.15% | 7,455 | -4,861 | -39.5% | -$149.97万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $230.96万 | 0.15% | 26,446 | 723 | 2.8% | $6.31万 | 加仓 |
| GE | GE AEROSPACE | $231.78万 | 0.15% | 8,482 | -911 | -9.7% | -$24.89万 | 减仓 |
| BNO | UNITED STS BRENT OIL FD LP | $232.44万 | 0.15% | 43,053 | 43,053 | — | $232.44万 | 新建仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $232.86万 | 0.15% | 93,857 | -381 | -0.4% | -$9,453 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $235.70万 | 0.15% | 48,739 | -8,585 | -15.0% | -$41.52万 | 减仓 |
| KO | COCA COLA CO | $237.70万 | 0.15% | 31,166 | -6,220 | -16.6% | -$47.44万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $242.87万 | 0.15% | 62,146 | -6,768 | -9.8% | -$26.45万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $252.37万 | 0.16% | 23,885 | -11,580 | -32.7% | -$122.35万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $255.24万 | 0.16% | 145,850 | -2,656 | -1.8% | -$4.65万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $257.61万 | 0.16% | 28,040 | -2,786 | -9.0% | -$25.60万 | 减仓 |
| COWZ | PACER FDS TR | $264.41万 | 0.17% | 42,723 | 12,632 | 42.0% | $78.18万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $267.89万 | 0.17% | 73,475 | 2,130 | 3.0% | $7.77万 | 加仓 |
| VIS | VANGUARD WORLD FD | $268.15万 | 0.17% | 8,882 | -1,438 | -13.9% | -$43.41万 | 减仓 |
| ITOT | ISHARES TR | $268.82万 | 0.17% | 19,436 | -8,879 | -31.4% | -$122.80万 | 减仓 |
| SGOV | ISHARES TR | $271.03万 | 0.17% | 26,926 | -5,265 | -16.4% | -$53.00万 | 减仓 |
| IGM | ISHARES TR | $271.65万 | 0.17% | 23,974 | -345 | -1.4% | -$3.91万 | 减仓 |
| PFE | PFIZER INC | $272.40万 | 0.17% | 98,090 | -4,326 | -4.2% | -$12.01万 | 减仓 |
| — | HONEYWELL INTL INC | $274.92万 | 0.17% | 12,302 | -46 | -0.4% | -$1.03万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $281.51万 | 0.18% | 6,217 | -764 | -10.9% | -$34.59万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $283.72万 | 0.18% | 320,000 | 316,685 | 9,553.1% | $280.78万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $285.38万 | 0.18% | 24,742 | -2,503 | -9.2% | -$28.87万 | 减仓 |
| BP | BP PLC | $288.01万 | 0.18% | 60,825 | -28,685 | -32.0% | -$135.82万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $288.56万 | 0.18% | 81,883 | 42,785 | 109.4% | $150.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $291.60万 | 0.18% | 11,488 | -3,293 | -22.3% | -$83.59万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $295.91万 | 0.19% | 11,303 | -3,661 | -24.5% | -$95.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $308.93万 | 0.20% | 61,418 | -14,941 | -19.6% | -$75.15万 | 减仓 |
| IJH | ISHARES TR | $315.85万 | 0.20% | 48,155 | -22,321 | -31.7% | -$146.40万 | 减仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $317.99万 | 0.20% | 128,609 | 10,249 | 8.7% | $25.34万 | 加仓 |
| T | AT&T INC | $325.44万 | 0.21% | 113,077 | -17,858 | -13.6% | -$51.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $325.98万 | 0.21% | 58,577 | -6,980 | -10.6% | -$38.84万 | 减仓 |
| QUAL | ISHARES TR | $329.00万 | 0.21% | 17,642 | -442 | -2.4% | -$8.24万 | 减仓 |
| SLV | ISHARES SILVER TR | $331.24万 | 0.21% | 52,147 | -39,368 | -43.0% | -$250.07万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $332.67万 | 0.21% | 55,695 | -2,604 | -4.5% | -$15.55万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $334.77万 | 0.21% | 59,325 | -14,388 | -19.5% | -$81.19万 | 减仓 |
| CSCO | CISCO SYS INC | $336.10万 | 0.21% | 43,626 | -23,763 | -35.3% | -$183.07万 | 减仓 |
| CWB | SPDR SERIES TRUST | $337.02万 | 0.21% | 37,851 | -7,578 | -16.7% | -$67.47万 | 减仓 |
| C | CITIGROUP INC | $340.00万 | 0.22% | 31,696 | -5,823 | -15.5% | -$62.46万 | 减仓 |
| EFV | ISHARES TR | $345.86万 | 0.22% | 47,797 | -3,220 | -6.3% | -$23.30万 | 减仓 |
| IWP | ISHARES TR | $348.33万 | 0.22% | 28,177 | -1,493 | -5.0% | -$18.46万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $349.35万 | 0.22% | 124,324 | -3,936 | -3.1% | -$11.06万 | 减仓 |
| BROS | DUTCH BROS INC | $352.68万 | 0.22% | 73,491 | -7 | -0.0% | -$336 | 减仓 |
| LRCX | LAM RESEARCH CORP | $361.11万 | 0.23% | 18,062 | -56,256 | -75.7% | -$1,124.72万 | 减仓 |
| DE | DEERE & CO | $362.81万 | 0.23% | 6,531 | -467 | -6.7% | -$25.94万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $366.67万 | 0.23% | 29,798 | -2,769 | -8.5% | -$34.07万 | 减仓 |
| MRK | MERCK & CO INC | $366.87万 | 0.23% | 31,064 | -5,451 | -14.9% | -$64.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $368.18万 | 0.23% | 11,441 | -1,612 | -12.3% | -$51.88万 | 减仓 |
| IHI | ISHARES TR | $379.66万 | 0.24% | 72,178 | -19,228 | -21.0% | -$101.14万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $381.19万 | 0.24% | 48,228 | -9,567 | -16.6% | -$75.62万 | 减仓 |
| CDE | COEUR MNG INC | $382.11万 | 0.24% | 231,580 | 2,895 | 1.3% | $4.78万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $387.81万 | 0.25% | 49,528 | 1,455 | 3.0% | $11.39万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $388.96万 | 0.25% | 10,732 | -2,930 | -21.4% | -$106.19万 | 减仓 |
| MS | MORGAN STANLEY | $391.77万 | 0.25% | 24,737 | -1,112 | -4.3% | -$17.61万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $396.87万 | 0.25% | 75,710 | -9,226 | -10.9% | -$48.36万 | 减仓 |
| RTX | RTX CORPORATION | $403.29万 | 0.26% | 21,549 | -319 | -1.5% | -$5.97万 | 减仓 |
| IJR | ISHARES TR | $415.91万 | 0.26% | 34,410 | -2,756 | -7.4% | -$33.31万 | 减仓 |
| ORCL | ORACLE CORP | $419.14万 | 0.27% | 30,197 | -2,853 | -8.6% | -$39.60万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $421.46万 | 0.27% | 14,554 | -2,359 | -13.9% | -$68.31万 | 减仓 |
| BAC | BANK AMERICA CORP | $422.40万 | 0.27% | 89,434 | -16,921 | -15.9% | -$79.92万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $426.47万 | 0.27% | 117,843 | 12,124 | 11.5% | $43.88万 | 加仓 |
| IWF | ISHARES TR | $435.91万 | 0.28% | 10,608 | -754 | -6.6% | -$30.98万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $442.70万 | 0.28% | 23,074 | -4,524 | -16.4% | -$86.80万 | 减仓 |
| CAT | CATERPILLAR INC | $450.57万 | 0.29% | 6,751 | -2,092 | -23.7% | -$139.62万 | 减仓 |
| AGG | ISHARES TR | $451.49万 | 0.29% | 45,587 | -42,700 | -48.4% | -$422.90万 | 减仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $452.77万 | 0.29% | 154,186 | -8,066 | -5.0% | -$23.69万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $460.81万 | 0.29% | 24,502 | 2,530 | 11.5% | $47.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $472.42万 | 0.30% | 9,563 | -2,205 | -18.7% | -$108.93万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $474.28万 | 0.30% | 103,285 | 9,609 | 10.3% | $44.12万 | 加仓 |
| NFLX | NETFLIX INC. | $485.82万 | 0.31% | 52,256 | -62,131 | -54.3% | -$577.63万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $497.24万 | 0.31% | 308,845 | 268,865 | 672.5% | $432.87万 | 加仓 |
| AGI | ALAMOS GOLD INC | $504.66万 | 0.32% | 120,876 | -15 | -0.0% | -$626 | 减仓 |
| EFG | ISHARES TR | $533.32万 | 0.34% | 49,537 | 16,116 | 48.2% | $173.51万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $540.33万 | 0.34% | 113,064 | 2,909 | 2.6% | $13.90万 | 加仓 |
| IEFA | ISHARES TR | $543.17万 | 0.34% | 61,942 | -16,365 | -20.9% | -$143.51万 | 减仓 |
| V | VISA INC | $547.20万 | 0.35% | 18,268 | -4,703 | -20.5% | -$140.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $567.09万 | 0.36% | 26,913 | -3,623 | -11.9% | -$76.34万 | 减仓 |
| IUSB | ISHARES TR | $583.87万 | 0.37% | 126,653 | 2,910 | 2.4% | $13.42万 | 加仓 |
| SYK | STRYKER CORPORATION | $591.09万 | 0.37% | 18,126 | 1,716 | 10.5% | $55.96万 | 加仓 |
| IVE | ISHARES TR | $591.63万 | 0.37% | 28,494 | -6,545 | -18.7% | -$135.90万 | 减仓 |
| IWB | ISHARES TR | $594.27万 | 0.38% | 17,142 | -91 | -0.5% | -$3.15万 | 减仓 |
| HYZD | WISDOMTREE TR | $601.23万 | 0.38% | 272,710 | 5,097 | 1.9% | $11.24万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $603.23万 | 0.38% | 119,287 | -69,225 | -36.7% | -$350.07万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $608.70万 | 0.39% | 168,708 | 168,708 | — | $608.70万 | 新建仓 |
| HD | HOME DEPOT INC | $609.59万 | 0.39% | 18,844 | -3,657 | -16.3% | -$118.30万 | 减仓 |
| STIP | ISHARES TR | $612.24万 | 0.39% | 59,223 | -855 | -1.4% | -$8.84万 | 减仓 |
| BX | BLACKSTONE INC | $616.71万 | 0.39% | 55,261 | 14,163 | 34.5% | $158.06万 | 加仓 |
| URTH | ISHARES INC | $624.56万 | 0.40% | 35,701 | 35,701 | — | $624.56万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $633.85万 | 0.40% | 6,360 | -1,450 | -18.6% | -$144.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $636.57万 | 0.40% | 3,854,000 | 3,784,300 | 5,429.4% | $625.05万 | 加仓 |
| ICVT | ISHARES TR | $643.95万 | 0.41% | 64,947 | 12,866 | 24.7% | $127.57万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $649.19万 | 0.41% | 36,445 | 6,074 | 20.0% | $108.19万 | 加仓 |
| BA | BOEING CO | $655.58万 | 0.42% | 34,648 | -1,515 | -4.2% | -$28.67万 | 减仓 |
| IEMG | ISHARES INC | $658.23万 | 0.42% | 97,776 | -8,957 | -8.4% | -$60.30万 | 减仓 |
| ABBV | ABBVIE INC | $658.79万 | 0.42% | 30,912 | -6,592 | -17.6% | -$140.49万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $674.62万 | 0.43% | 403,720 | 5,175 | 1.3% | $8.65万 | 加仓 |
| BOND | PIMCO ETF TR | $681.41万 | 0.43% | 74,026 | 4,154 | 5.9% | $38.24万 | 加仓 |