13F 机构持仓

B. Riley Wealth Advisors, Inc.

MEMPHIS TN · SEC CIK 0001464811

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.2%
AAPL 3.5%
IVV 2.2%
META 2.0%
AMZN 1.9%
MSFT 1.9%
VUG 1.5%
PLTR 1.4%
SPY 1.3%
LLY 1.2%

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
D DOMINION ENERGY INC 看涨期权 $3.09万0.00%50,000 49,0004,900.0% $3.03万 加仓
HD HOME DEPOT INC 看涨期权 $3.23万0.00%10,000 8,152441.1% $2.64万 加仓
XLE SELECT SECTOR SPDR TR 看涨期权 $3.25万0.00%52,400 52,400— $3.25万 新建仓
LYB LYONDELLBASELL INDUSTRIES NV 看涨期权 $3.30万0.00%40,000 40,000— $3.30万 新建仓
BTBT BIT DIGITAL INC $3.42万0.00%27,000 -13,000-32.5% -$1.64万 减仓
AMGN AMGEN INC 看涨期权 $3.49万0.00%10,000 9,9009,900.0% $3.46万 加仓
CVS CVS HEALTH CORP 看涨期权 $3.51万0.00%50,000 49,5009,900.0% $3.47万 加仓
— CLIPPER RLTY INC $3.53万0.00%11,464 940.8% $290 加仓
IR INGERSOLL RAND INC $3.64万0.00%473 299171.8% $2.30万 重新持有
IEO ISHARES TR 看涨期权 $3.81万0.00%30,000 -20,000-40.0% -$2.54万 重新持有
UNH UNITEDHEALTH GROUP INC 看涨期权 $3.93万0.00%15,000 15,000— $3.93万 新建仓
— ASCENT SOLAR TECHNOLOGIES IN $4.10万0.00%12,000 12,000— $4.10万 新建仓
— VIVOS THERAPEUTICS INC $4.15万0.00%38,066 -5,465-12.6% -$5,957 减仓
PPG PPG INDS INC 看涨期权 $4.15万0.00%40,000 39,5007,900.0% $4.10万 加仓
DOW DOW HLDGS INC 看涨期权 $4.19万0.00%100,000 100,000— $4.19万 新建仓
ITA ISHARES TR 看涨期权 $4.22万0.00%20,000 20,000— $4.22万 新建仓
ABBV ABBVIE INC 看涨期权 $4.26万0.00%20,000 19,8009,900.0% $4.22万 加仓
VST VISTRA CORP 看涨期权 $4.43万0.00%30,000 27,000900.0% $3.98万 加仓
NUVB NUVATION BIO INC $4.46万0.00%11,000 11,000— $4.46万 新建仓
— HONEYWELL INTL INC 看涨期权 $4.47万0.00%20,000 19,6004,900.0% $4.38万 加仓
DVN DEVON ENERGY CORP NEW 看涨期权 $4.64万0.00%90,000 88,6006,328.6% $4.56万 加仓
NFLX NETFLIX INC. 看涨期权 $4.65万0.00%50,000 50,000— $4.65万 新建仓
JNJ JOHNSON & JOHNSON 看涨期权 $4.85万0.00%20,000 19,8009,900.0% $4.80万 加仓
CHWY CHEWY INC 看涨期权 $5.18万0.00%200,000 140,000233.3% $3.62万 重新持有
ENVX ENOVIX CORPORATION $5.24万0.00%10,733 -6,400-37.4% -$3.12万 减仓
USAS AMERICAS GOLD AND SILVER COR $5.47万0.00%11,711 00.0% — 不变
EWZ ISHARES INC 看涨期权 $5.52万0.00%150,000 150,000— $5.52万 新建仓
— EAGLE POINT CREDIT COMPANY I $5.55万0.00%15,385 -2,235-12.7% -$8,068 减仓
DE DEERE & CO 看涨期权 $5.55万0.00%10,000 9,9009,900.0% $5.50万 加仓
BP BP PLC 看涨期权 $5.68万0.00%120,000 119,40019,900.0% $5.65万 加仓
KMB KIMBERLY-CLARK CORP 看涨期权 $5.78万0.00%60,000 59,1006,566.7% $5.69万 加仓
MPT MEDICAL PROPERTIES TRUST INC $5.85万0.00%12,821 -176-1.4% -$803 减仓
AG FIRST MAJESTIC SILVER CORP 看涨期权 $5.89万0.00%300,000 297,0009,900.0% $5.84万 加仓
CSCO CISCO SYS INC 看涨期权 $6.16万0.00%80,000 78,7006,053.8% $6.06万 加仓
WMT WALMART INC 看涨期权 $6.17万0.00%50,000 49,60012,400.0% $6.13万 加仓
— VUZIX CORP $6.21万0.00%30,000 00.0% — 不变
STGW STAGWELL INC $6.22万0.00%10,000 10,000— $6.22万 新建仓
CMPS COMPASS PATHWAYS PLC $6.24万0.00%11,900 11,900— $6.24万 新建仓
CCC CCC INTELLIGENT SOLUTIONS HL $6.29万0.00%10,784 10,784— $6.29万 新建仓
CW CURTISS WRIGHT CORP 看涨期权 $6.32万0.00%10,000 10,000— $6.32万 新建仓
— POLYPID LTD $6.37万0.00%15,130 00.0% — 不变
GLW CORNING INC 看涨期权 $6.43万0.00%50,000 50,000— $6.43万 新建仓
SUN SUNOCO LP/SUNOCO FIN CORP 看涨期权 $6.63万0.00%100,000 99,80049,900.0% $6.62万 加仓
— PIMCO HIGH INCOME FD $6.70万0.00%15,082 510.3% $226 加仓
— PARAMOUNT GOLD NEV CORP $6.77万0.00%43,650 43,650— $6.77万 新建仓
— VIRTUS TOTAL RETURN FD INC $6.83万0.00%10,291 2272.3% $1,507 加仓
UBER UBER TECHNOLOGIES INC 看涨期权 $6.99万0.00%100,000 99,0009,900.0% $6.92万 加仓
CROX CROCS INC $7.21万0.00%901 10.1% $80 加仓
— CIBUS INC $7.30万0.00%40,120 30,120301.2% $5.48万 加仓
— MFS CHARTER INCOME TR $7.43万0.00%12,608 00.0% — 不变
WDC WESTERN DIGITAL CORP 看涨期权 $7.55万0.00%30,000 30,000— $7.55万 新建仓
CHWY CHEWY INC $7.59万0.00%2,931 37714.8% $9,757 重新持有
SOUN SOUNDHOUND AI INC $7.75万0.00%12,852 -5,686-30.7% -$3.43万 减仓
— RE/MAX HLDGS INC $7.78万0.00%13,419 00.0% — 不变
CROX CROCS INC 看涨期权 $8.00万0.01%100,000 98,5006,566.7% $7.88万 加仓
BJ BJS WHSL CLUB HLDGS INC $8.21万0.01%830 830— $8.21万 新建仓
GLD SPDR GOLD TR 看涨期权 $8.29万0.01%20,000 19,7006,566.7% $8.17万 加仓
CRWV COREWEAVE INC 看涨期权 $8.30万0.01%120,000 119,60029,900.0% $8.27万 加仓
ORCL ORACLE CORP 看涨期权 $8.33万0.01%60,000 -90,000-60.0% -$12.49万 重新持有
JPM JPMORGAN CHASE & CO 看涨期权 $8.51万0.01%30,000 29,0002,900.0% $8.23万 加仓
BBAI BIGBEAR AI HLDGS INC $8.54万0.01%28,100 1,8006.8% $5,472 加仓
— EXXON MOBIL CORP 看涨期权 $8.57万0.01%50,000 49,3007,042.9% $8.45万 加仓
RTX RTX CORPORATION 看涨期权 $9.36万0.01%50,000 50,000— $9.36万 新建仓
PRU PRUDENTIAL FINL INC 看涨期权 $9.45万0.01%100,000 99,70033,233.3% $9.42万 加仓
BULL WEBULL CORP $9.72万0.01%21,000 00.0% — 不变
OWL BLUE OWL CAPITAL INC $9.92万0.01%10,936 10,936— $9.92万 新建仓
NOK NOKIA CORP $10.06万0.01%12,632 12,632— $10.06万 新建仓
AGNC AGNC INVT CORP $10.07万0.01%10,239 -491-4.6% -$4,831 减仓
HLN HALEON PLC $10.08万0.01%10,077 -395-3.8% -$3,950 减仓
LEU CENTRUS ENERGY CORP 看涨期权 $10.11万0.01%60,000 60,000— $10.11万 新建仓
— KKR INCOME OPPORTUNITIES FD $10.76万0.01%10,090 -486-4.6% -$5,181 减仓
WY WEYERHAEUSER CO $10.89万0.01%4,486 4,486— $10.89万 新建仓
— CLOUGH GLOBAL EQUITY FD $11.03万0.01%15,000 00.0% — 不变
OMER OMEROS CORP $11.15万0.01%11,369 00.0% — 不变
— ALLSPRING GLOBAL DIVIDEND OP $11.31万0.01%20,385 2501.2% $1,387 加仓
IEO ISHARES TR $11.43万0.01%901 40180.2% $5.09万 重新持有
SNDK SANDISK CORP 看涨期权 $11.45万0.01%20,000 20,000— $11.45万 新建仓
EWZ ISHARES INC $11.58万0.01%3,150 3,150— $11.58万 新建仓
HFRO HIGHLAND OPPS & INCOME FD $11.87万0.01%21,503 -2,927-12.0% -$1.62万 重新持有
BE BLOOM ENERGY CORP 看涨期权 $11.95万0.01%100,000 99,0009,900.0% $11.83万 加仓
— ABRDN WORLD HEALTHCARE FUND $12.09万0.01%10,739 -7-0.1% -$79 重新持有
NZF NUVEEN MUN CR INCOME FD $12.14万0.01%10,224 590.6% $700 加仓
— NEW FORTRESS ENERGY INC $12.24万0.01%212,000 -3,000-1.4% -$1,732 减仓
ABEV AMBEV SA $12.51万0.01%44,369 -11,343-20.4% -$3.20万 减仓
RITM RITHM CAPITAL CORP $12.58万0.01%13,687 -1,569-10.3% -$1.44万 减仓
JRI NUVEEN REAL ASSET INCOME & G $12.88万0.01%10,803 720.7% $858 加仓
BCSF BAIN CAP SPECIALTY FIN INC $13.25万0.01%10,829 -9,145-45.8% -$11.19万 减仓
BMNR BITMINE IMMERSION TECNOLOGIE $13.31万0.01%7,275 87213.6% $1.60万 重新持有
PML PIMCO MUN INCOME FD II $13.43万0.01%18,167 00.0% — 不变
— EATON VANCE RISK-MANAGED DIV $13.81万0.01%17,455 5,09541.2% $4.03万 加仓
CHW CALAMOS GBL DYN INCOME FUND $14.22万0.01%20,316 00.0% — 不变
MMM 3M CO 看涨期权 $14.25万0.01%100,000 70,000233.3% $9.98万 重新持有
PG PROCTER & GAMBLE CO 看涨期权 $14.47万0.01%100,000 99,0009,900.0% $14.33万 加仓
AVGO BROADCOM INC 看涨期权 $14.67万0.01%50,000 43,970729.2% $12.90万 加仓
CVX CHEVRON CORPORATION 看涨期权 $14.88万0.01%70,600 70,10014,020.0% $14.78万 加仓
CW CURTISS WRIGHT CORP $15.15万0.01%240 240— $15.15万 新建仓
— SPROTT FDS TR 看涨期权 $15.22万0.01%280,000 271,8003,314.6% $14.77万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $15.27万0.01%13,589 13,589— $15.27万 新建仓
LEU CENTRUS ENERGY CORP $15.39万0.01%913 -365-28.6% -$6.15万 重新持有
— HANCOCK JOHN PFD INCOME FD I $15.44万0.01%11,160 7046.7% $9,737 加仓