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 |
|---|---|---|---|---|---|---|---|---|
| — | VOYA EMERGING MKTS HIGH DIVI | $15.53万 | 0.01% | 24,191 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $15.81万 | 0.01% | 12,281 | 409 | 3.4% | $5,264 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $15.94万 | 0.01% | 48,000 | 0 | 0.0% | — | 不变 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $16.05万 | 0.01% | 29,781 | 32 | 0.1% | $172 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $16.33万 | 0.01% | 12,422 | 167 | 1.4% | $2,196 | 加仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $16.52万 | 0.01% | 260,000 | 259,000 | 25,900.0% | $16.45万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $16.74万 | 0.01% | 35,771 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $16.76万 | 0.01% | 15,662 | -5,752 | -26.9% | -$6.15万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $17.02万 | 0.01% | 25,629 | -1,500 | -5.5% | -$9,960 | 减仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $17.09万 | 0.01% | 16,152 | 283 | 1.8% | $2,994 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.18万 | 0.01% | 11,602 | -16,996 | -59.4% | -$25.17万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $17.41万 | 0.01% | 14,808 | -67 | -0.5% | -$788 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $17.95万 | 0.01% | 50,000 | 50,000 | — | $17.95万 | 新建仓 |
| KVUE | KENVUE INC | $18.10万 | 0.01% | 10,501 | -4,431 | -29.7% | -$7.64万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $18.17万 | 0.01% | 35,562 | -3,038 | -7.9% | -$1.55万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.45万 | 0.01% | 11,082 | 11,082 | — | $18.45万 | 新建仓 |
| PPG | PPG INDS INC | $18.52万 | 0.01% | 1,784 | -38 | -2.1% | -$3,945 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $18.55万 | 0.01% | 12,944 | 2,589 | 25.0% | $3.71万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $18.65万 | 0.01% | 20,556 | 97 | 0.5% | $880 | 加仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $18.90万 | 0.01% | 14,287 | -18,342 | -56.2% | -$24.27万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $19.00万 | 0.01% | 50,000 | -40,000 | -44.4% | -$15.20万 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $19.11万 | 0.01% | 11,548 | -490 | -4.1% | -$8,109 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $19.37万 | 0.01% | 21,545 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $19.51万 | 0.01% | 15,125 | -9,911 | -39.6% | -$12.79万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $19.55万 | 0.01% | 11,256 | 1,212 | 12.1% | $2.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $19.60万 | 0.01% | 100,000 | 99,400 | 16,566.7% | $19.49万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $19.87万 | 0.01% | 12,980 | 78 | 0.6% | $1,194 | 加仓 |
| WAB | WABTEC | $20.06万 | 0.01% | 845 | -200 | -19.1% | -$4.75万 | 减仓 |
| EPAM | EPAM SYS INC | $20.15万 | 0.01% | 1,480 | 1,480 | — | $20.15万 | 新建仓 |
| DHS | WISDOMTREE TR | $20.20万 | 0.01% | 1,866 | -797 | -29.9% | -$8.63万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.21万 | 0.01% | 1,292 | -672 | -34.2% | -$10.51万 | 减仓 |
| ILCV | ISHARES TR | $20.31万 | 0.01% | 2,223 | -300 | -11.9% | -$2.74万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $20.37万 | 0.01% | 4,554 | -174 | -3.7% | -$7,783 | 减仓 |
| GNRC | GENERAC HLDGS INC | $20.41万 | 0.01% | 1,100 | 1,100 | — | $20.41万 | 新建仓 |
| EOG | EOG RES INC | $20.43万 | 0.01% | 1,363 | 1,363 | — | $20.43万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $20.58万 | 0.01% | 843 | -9 | -1.1% | -$2,197 | 减仓 |
| PNR | PENTAIR PLC | $20.66万 | 0.01% | 2,460 | -429 | -14.8% | -$3.60万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $20.70万 | 0.01% | 15,003 | 2,033 | 15.7% | $2.81万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $20.80万 | 0.01% | 10,694 | 2,336 | 27.9% | $4.54万 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.84万 | 0.01% | 1,275 | -233 | -15.5% | -$3.81万 | 减仓 |
| PHM | PULTE GROUP INC | $20.91万 | 0.01% | 1,839 | -38 | -2.0% | -$4,321 | 减仓 |
| NDAQ | NASDAQ INC | $20.98万 | 0.01% | 2,512 | -432 | -14.7% | -$3.61万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $20.99万 | 0.01% | 11,830 | -12,367 | -51.1% | -$21.94万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.02万 | 0.01% | 4,767 | -1,833 | -27.8% | -$8.08万 | 减仓 |
| AOR | ISHARES TR | $21.10万 | 0.01% | 3,343 | -191 | -5.4% | -$1.21万 | 减仓 |
| MKL | MARKEL GROUP INC | $21.13万 | 0.01% | 112 | -11 | -8.9% | -$2.08万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $21.14万 | 0.01% | 3,491 | -102 | -2.8% | -$6,178 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $21.15万 | 0.01% | 2,189 | -598 | -21.5% | -$5.78万 | 减仓 |
| OMC | OMNICOM GROUP INC | $21.33万 | 0.01% | 2,832 | -1,418 | -33.4% | -$10.68万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $21.36万 | 0.01% | 2,945 | -30 | -1.0% | -$2,176 | 减仓 |
| MELI | MERCADOLIBRE INC | $21.37万 | 0.01% | 132 | -14 | -9.6% | -$2.27万 | 减仓 |
| LYFT | LYFT INC | $21.38万 | 0.01% | 16,901 | -5,804 | -25.6% | -$7.34万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.41万 | 0.01% | 1,222 | -974 | -44.4% | -$17.06万 | 减仓 |
| COR | CENCORA INC | $21.41万 | 0.01% | 691 | -1,451 | -67.7% | -$44.95万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $21.46万 | 0.01% | 1,362 | 1,362 | — | $21.46万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.48万 | 0.01% | 1,168 | -857 | -42.3% | -$15.76万 | 减仓 |
| DHI | D R HORTON INC | $21.53万 | 0.01% | 1,624 | -583 | -26.4% | -$7.73万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $21.65万 | 0.01% | 8,000 | -65 | -0.8% | -$1,759 | 减仓 |
| WAT | WATERS CORP | $21.65万 | 0.01% | 738 | 152 | 25.9% | $4.46万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $21.66万 | 0.01% | 1,641 | 31 | 1.9% | $4,091 | 加仓 |
| IEI | ISHARES TR | $21.67万 | 0.01% | 1,829 | -46 | -2.5% | -$5,449 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.71万 | 0.01% | 2,415 | -199 | -7.6% | -$1.79万 | 减仓 |
| FISV | FISERV INC | $21.88万 | 0.01% | 4,012 | 150 | 3.9% | $8,180 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $21.94万 | 0.01% | 6,910 | 6,910 | — | $21.94万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $21.96万 | 0.01% | 20,041 | 738 | 3.8% | $8,088 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $22.08万 | 0.01% | 12,213 | 12,213 | — | $22.08万 | 新建仓 |
| ONON | ON HLDG AG | $22.08万 | 0.01% | 6,927 | -302 | -4.2% | -$9,628 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.09万 | 0.01% | 1,364 | 1,364 | — | $22.09万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $22.10万 | 0.01% | 706 | -86 | -10.9% | -$2.69万 | 减仓 |
| RYLD | GLOBAL X FDS | $22.21万 | 0.01% | 15,171 | 1,028 | 7.3% | $1.51万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $22.32万 | 0.01% | 2,209 | 3 | 0.1% | $303 | 加仓 |
| CBRE | CBRE GROUP INC | $22.42万 | 0.01% | 1,684 | -1,455 | -46.4% | -$19.37万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $22.46万 | 0.01% | 2,349 | -716 | -23.4% | -$6.85万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $22.53万 | 0.01% | 3,868 | 3,868 | — | $22.53万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.64万 | 0.01% | 4,764 | -228 | -4.6% | -$1.08万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $22.78万 | 0.01% | 4,520 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $22.81万 | 0.01% | 873 | 38 | 4.6% | $9,930 | 加仓 |
| — | PROSHARES TR | $22.88万 | 0.01% | 6,869 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $22.92万 | 0.01% | 3,948 | 3,948 | — | $22.92万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.92万 | 0.01% | 2,690 | -418 | -13.4% | -$3.56万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $22.97万 | 0.01% | 12,575 | -796 | -6.0% | -$1.45万 | 减仓 |
| SOLV | SOLVENTUM CORP | $23.03万 | 0.01% | 3,629 | -681 | -15.8% | -$4.32万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.16万 | 0.01% | 573 | -357 | -38.4% | -$14.43万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $23.18万 | 0.01% | 5,073 | 343 | 7.3% | $1.57万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.23万 | 0.01% | 10,149 | 10,149 | — | $23.23万 | 新建仓 |
| CTAS | CINTAS CORP | $23.24万 | 0.01% | 1,378 | -432 | -23.9% | -$7.29万 | 减仓 |
| MPC | MARATHON PETE CORP | $23.36万 | 0.01% | 953 | 953 | — | $23.36万 | 新建仓 |
| IWV | ISHARES TR | $23.40万 | 0.01% | 650 | -10 | -1.5% | -$3,599 | 减仓 |
| PCG | PG&E CORP | $23.45万 | 0.01% | 13,413 | 13,413 | — | $23.45万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $23.45万 | 0.01% | 18,064 | -3,858 | -17.6% | -$5.01万 | 减仓 |
| EBAY | EBAY INC. | $23.70万 | 0.02% | 2,693 | 160 | 6.3% | $1.41万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.78万 | 0.02% | 3,285 | 3,285 | — | $23.78万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $23.86万 | 0.02% | 4,289 | 7 | 0.2% | $389 | 加仓 |
| MGA | MAGNA INTL INC | $23.94万 | 0.02% | 4,480 | -1,188 | -21.0% | -$6.35万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $24.03万 | 0.02% | 7,616 | -273 | -3.5% | -$8,613 | 减仓 |
| VSAT | VIASAT INC | $24.05万 | 0.02% | 5,501 | -699 | -11.3% | -$3.06万 | 减仓 |
| BUSA | 2023 ETF SERIES TRUST | $24.05万 | 0.02% | 6,619 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $24.21万 | 0.02% | 1,437 | -9 | -0.6% | -$1,516 | 减仓 |
| — | SERIES PORTFOLIOS TR | $24.22万 | 0.02% | 4,900 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.28万 | 0.02% | 2,005 | -38 | -1.9% | -$4,601 | 减仓 |