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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $686.51万 | 0.43% | 21,691 | -3,137 | -12.6% | -$99.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $697.34万 | 0.44% | 35,571 | -3,199 | -8.3% | -$62.71万 | 减仓 |
| HL | HECLA MINING COMPANY | $700.92万 | 0.44% | 407,041 | 5,489 | 1.4% | $9.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $711.80万 | 0.45% | 8,814 | 478 | 5.7% | $38.60万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $718.82万 | 0.46% | 71,752 | -13,570 | -15.9% | -$135.95万 | 减仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $721.80万 | 0.46% | 211,473 | -11,400 | -5.1% | -$38.91万 | 减仓 |
| TJX | TJX COS INC NEW | $726.34万 | 0.46% | 46,623 | -6,335 | -12.0% | -$98.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $726.44万 | 0.46% | 30,619 | -6,080 | -16.6% | -$144.25万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $732.32万 | 0.46% | 161,021 | 30,671 | 23.5% | $139.49万 | 加仓 |
| ETN | EATON CORP PLC | $762.20万 | 0.48% | 22,187 | -8,399 | -27.5% | -$288.53万 | 减仓 |
| IVW | ISHARES TR | $762.98万 | 0.48% | 70,185 | -3,755 | -5.1% | -$40.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $768.32万 | 0.49% | 24,651 | -3,783 | -13.3% | -$117.91万 | 减仓 |
| — | EXXON MOBIL CORP | $803.19万 | 0.51% | 46,842 | -10,832 | -18.8% | -$185.73万 | 减仓 |
| DGRO | ISHARES TR | $804.00万 | 0.51% | 116,556 | 2,626 | 2.3% | $18.11万 | 加仓 |
| WMT | WALMART INC | $805.72万 | 0.51% | 65,240 | -28,138 | -30.1% | -$347.51万 | 减仓 |
| OIH | VANECK ETF TRUST | $806.58万 | 0.51% | 20,069 | 2,662 | 15.3% | $106.99万 | 加仓 |
| GEV | GE VERNOVA INC | $823.42万 | 0.52% | 10,074 | 54 | 0.5% | $4.41万 | 加仓 |
| BIL | SPDR SERIES TRUST | $890.70万 | 0.56% | 97,196 | -312,865 | -76.3% | -$2,867.09万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $897.52万 | 0.57% | 128,382 | -39,681 | -23.6% | -$277.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $905.69万 | 0.57% | 146,008 | -22,201 | -13.2% | -$137.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $920.49万 | 0.58% | 37,960 | -1,418 | -3.6% | -$34.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $922.13万 | 0.58% | 63,718 | -5,694 | -8.2% | -$82.40万 | 减仓 |
| TSLA | TESLA INC | $946.39万 | 0.60% | 26,638 | -17,096 | -39.1% | -$607.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $948.26万 | 0.60% | 61,435 | -7,998 | -11.5% | -$123.45万 | 减仓 |
| GLD | SPDR GOLD TR | $1,023.35万 | 0.65% | 24,684 | -16,237 | -39.7% | -$673.15万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,070.07万 | 0.68% | 28,155 | -488 | -1.7% | -$18.55万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,110.03万 | 0.70% | 30,619 | 11,547 | 60.5% | $418.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,130.34万 | 0.72% | 23,814 | -9,184 | -27.8% | -$435.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,154.80万 | 0.73% | 90,573 | 14,704 | 19.4% | $187.48万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,163.04万 | 0.74% | 344,298 | -38,985 | -10.2% | -$131.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1,174.03万 | 0.74% | 7,108,000 | 7,034,120 | 9,521.0% | $1,161.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,174.33万 | 0.74% | 20,215 | -387 | -1.9% | -$22.48万 | 减仓 |
| CSM | PROSHARES TR | $1,201.56万 | 0.76% | 164,537 | -10,586 | -6.0% | -$77.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,370.76万 | 0.87% | 48,305 | -14,467 | -23.0% | -$410.53万 | 减仓 |
| GOOG | ALPHABET INC | $1,446.81万 | 0.92% | 52,969 | -23,162 | -30.4% | -$632.65万 | 减仓 |
| GOOGL | ALPHABET INC | $1,587.82万 | 1.01% | 58,055 | -15,346 | -20.9% | -$419.72万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $1,673.63万 | 1.06% | 430,240 | -18,836 | -4.2% | -$73.27万 | 减仓 |
| AVGO | BROADCOM INC | $1,720.84万 | 1.09% | 58,650 | -5,241 | -8.2% | -$153.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,819.27万 | 1.15% | 94,248 | -22,790 | -19.5% | -$439.92万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,909.69万 | 1.21% | 34,207 | -11,771 | -25.6% | -$657.15万 | 减仓 |
| LLY | ELI LILLY & CO | $1,958.93万 | 1.24% | 22,094 | -3,093 | -12.3% | -$274.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,129.23万 | 1.35% | 33,692 | -7,130 | -17.5% | -$450.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,226.75万 | 1.41% | 161,887 | -11,391 | -6.6% | -$156.68万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,424.11万 | 1.54% | 57,716 | -28,748 | -33.2% | -$1,207.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,987.41万 | 1.89% | 83,224 | -21,851 | -20.8% | -$784.36万 | 减仓 |
| AMZN | AMAZON COM INC | $2,989.08万 | 1.89% | 148,747 | -70,808 | -32.3% | -$1,422.89万 | 减仓 |
| META | META PLATFORMS INC | $3,185.99万 | 2.02% | 59,398 | -9,081 | -13.3% | -$487.09万 | 减仓 |
| IVV | ISHARES TR | $3,407.51万 | 2.16% | 53,667 | -6,754 | -11.2% | -$428.84万 | 减仓 |
| AAPL | APPLE INC | $5,505.08万 | 3.49% | 223,212 | -110,729 | -33.2% | -$2,730.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,247.90万 | 5.22% | 499,358 | -115,921 | -18.8% | -$1,914.67万 | 减仓 |