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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $24.35万 | 0.02% | 3,514 | 409 | 13.2% | $2.83万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.38万 | 0.02% | 325 | 24 | 8.0% | $1.80万 | 加仓 |
| ARKQ | ARK ETF TR | $24.49万 | 0.02% | 2,301 | -243 | -9.6% | -$2.59万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $24.53万 | 0.02% | 23,032 | 93 | 0.4% | $990 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $24.54万 | 0.02% | 2,978 | 2,978 | — | $24.54万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $24.56万 | 0.02% | 7,120 | -805 | -10.2% | -$2.78万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $24.68万 | 0.02% | 6,411 | 6,411 | — | $24.68万 | 新建仓 |
| NVMI | NOVA LTD | $24.71万 | 0.02% | 598 | 598 | — | $24.71万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $24.82万 | 0.02% | 2,981 | -84 | -2.7% | -$6,993 | 减仓 |
| IQV | IQVIA HLDGS INC | $24.86万 | 0.02% | 1,496 | -11 | -0.7% | -$1,828 | 减仓 |
| CCJ | CAMECO CORP | $24.89万 | 0.02% | 2,421 | -5,491 | -69.4% | -$56.46万 | 减仓 |
| THO | THOR INDS INC | $24.91万 | 0.02% | 3,184 | 318 | 11.1% | $2.49万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $24.96万 | 0.02% | 11,043 | -44 | -0.4% | -$994 | 减仓 |
| TECK | TECK RESOURCES LTD | $25.09万 | 0.02% | 5,192 | -831 | -13.8% | -$4.02万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.14万 | 0.02% | 9,279 | -6,775 | -42.2% | -$18.35万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.18万 | 0.02% | 1,441 | -11 | -0.8% | -$1,923 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $25.19万 | 0.02% | 21,882 | -923 | -4.0% | -$1.06万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $25.46万 | 0.02% | 2,377 | -383 | -13.9% | -$4.10万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $25.55万 | 0.02% | 17,634 | -1,240 | -6.6% | -$1.80万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $25.56万 | 0.02% | 1,680 | -250 | -13.0% | -$3.80万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $25.65万 | 0.02% | 447 | 24 | 5.7% | $1.38万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $25.67万 | 0.02% | 2,057 | -327 | -13.7% | -$4.08万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $25.70万 | 0.02% | 4,412 | -2,217 | -33.4% | -$12.91万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $25.85万 | 0.02% | 2,736 | -469 | -14.6% | -$4.43万 | 减仓 |
| FALN | ISHARES TR | $25.86万 | 0.02% | 9,780 | 178 | 1.9% | $4,707 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $25.89万 | 0.02% | 5,824 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $25.89万 | 0.02% | 3,250 | -417 | -11.4% | -$3.32万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $25.93万 | 0.02% | 1,429 | -11 | -0.8% | -$1,996 | 减仓 |
| PPL | PPL CORP | $25.94万 | 0.02% | 6,822 | 13 | 0.2% | $494 | 加仓 |
| IDV | ISHARES TR | $25.96万 | 0.02% | 6,266 | 13 | 0.2% | $539 | 加仓 |
| MCO | MOODYS CORP | $25.97万 | 0.02% | 601 | 164 | 37.5% | $7.09万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.04万 | 0.02% | 63 | -3 | -4.5% | -$1.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $26.10万 | 0.02% | 110,000 | 108,300 | 6,370.6% | $25.69万 | 加仓 |
| NRG | NRG ENERGY INC | $26.20万 | 0.02% | 1,855 | -4,279 | -69.8% | -$60.43万 | 减仓 |
| NVT | NVENT ELEC PLC | $26.30万 | 0.02% | 2,332 | -481 | -17.1% | -$5.42万 | 减仓 |
| SLB | SLB LIMITED | $26.43万 | 0.02% | 5,129 | -661 | -11.4% | -$3.41万 | 减仓 |
| — | TEMPLETON EMERGING MKTS INCO | $26.72万 | 0.02% | 45,292 | 966 | 2.2% | $5,699 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.92万 | 0.02% | 4,483 | 477 | 11.9% | $2.86万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $27.18万 | 0.02% | 4,537 | -676 | -13.0% | -$4.05万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $27.23万 | 0.02% | 12,838 | 29 | 0.2% | $615 | 加仓 |
| AVAV | AEROVIRONMENT INC | $27.61万 | 0.02% | 1,560 | 170 | 12.2% | $3.01万 | 加仓 |
| JNK | SPDR SERIES TRUST | $27.77万 | 0.02% | 2,930 | 9 | 0.3% | $853 | 加仓 |
| IBB | ISHARES TR | $28.03万 | 0.02% | 1,731 | -1,260 | -42.1% | -$20.40万 | 减仓 |
| VHT | VANGUARD WORLD FD | $28.03万 | 0.02% | 1,052 | -203 | -16.2% | -$5.41万 | 减仓 |
| NKE | NIKE INC | $28.04万 | 0.02% | 5,472 | -4,211 | -43.5% | -$21.58万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $28.64万 | 0.02% | 1,897 | 101 | 5.6% | $1.52万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $28.70万 | 0.02% | 3,891 | 3,891 | — | $28.70万 | 新建仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $28.73万 | 0.02% | 13,800 | -150 | -1.1% | -$3,123 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $28.92万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $28.93万 | 0.02% | 1,340 | -278 | -17.2% | -$6.00万 | 减仓 |
| SONY | SONY GROUP CORP | $28.96万 | 0.02% | 14,536 | 806 | 5.9% | $1.61万 | 加仓 |
| ARW | ARROW ELECTRS INC | $29.03万 | 0.02% | 2,130 | -123 | -5.5% | -$1.68万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $29.04万 | 0.02% | 19,167 | 3,112 | 19.4% | $4.71万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $29.16万 | 0.02% | 13,254 | -1,966 | -12.9% | -$4.33万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $29.19万 | 0.02% | 5,428 | -10,651 | -66.2% | -$57.27万 | 减仓 |
| O | REALTY INCOME CORP | $29.26万 | 0.02% | 4,786 | 383 | 8.7% | $2.34万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $29.28万 | 0.02% | 1,700 | -5,879 | -77.6% | -$101.25万 | 减仓 |
| PHYL | PGIM ETF TR | $29.37万 | 0.02% | 8,492 | 8,492 | — | $29.37万 | 新建仓 |
| PCAR | PACCAR INC | $29.61万 | 0.02% | 2,632 | 161 | 6.5% | $1.81万 | 加仓 |
| TMUS | T-MOBILE US INC | $29.67万 | 0.02% | 1,387 | -41 | -2.9% | -$8,771 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $29.70万 | 0.02% | 27,270 | -2,259 | -7.7% | -$2.46万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $29.76万 | 0.02% | 7,685 | 7,685 | — | $29.76万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $29.81万 | 0.02% | 4,026 | -493 | -10.9% | -$3.65万 | 减仓 |
| TMFC | RBB FD INC | $30.03万 | 0.02% | 4,687 | -308 | -6.2% | -$1.97万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.17万 | 0.02% | 24,649 | 86 | 0.4% | $1,053 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.23万 | 0.02% | 4,973 | 756 | 17.9% | $4.60万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL 看涨期权 | $30.36万 | 0.02% | 460,000 | 460,000 | — | $30.36万 | 新建仓 |
| HUBB | HUBBELL INC | $30.50万 | 0.02% | 646 | -77 | -10.7% | -$3.64万 | 减仓 |
| TER | TERADYNE INC | $30.69万 | 0.02% | 1,111 | 4 | 0.4% | $1,105 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $30.73万 | 0.02% | 8,633 | -2,274 | -20.8% | -$8.10万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $30.73万 | 0.02% | 5,885 | 82 | 1.4% | $4,282 | 加仓 |
| — | SERIES PORTFOLIOS TR | $30.84万 | 0.02% | 9,100 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $30.87万 | 0.02% | 6,841 | -6,193 | -47.5% | -$27.94万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $30.94万 | 0.02% | 661 | -184 | -21.8% | -$8.61万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $31.02万 | 0.02% | 26,532 | -713 | -2.6% | -$8,335 | 减仓 |
| RDDT | REDDIT INC | $31.06万 | 0.02% | 2,502 | 188 | 8.1% | $2.33万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $31.06万 | 0.02% | 1,550 | -59 | -3.7% | -$1.18万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $31.16万 | 0.02% | 6,261 | 20 | 0.3% | $995 | 加仓 |
| SPYG | SPDR SERIES TRUST | $31.29万 | 0.02% | 3,327 | -24,087 | -87.9% | -$226.57万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $31.37万 | 0.02% | 2,982 | -26,086 | -89.7% | -$274.40万 | 减仓 |
| CALF | PACER FDS TR | $31.44万 | 0.02% | 7,143 | -615 | -7.9% | -$2.71万 | 减仓 |
| EWJ | ISHARES INC | $31.48万 | 0.02% | 3,862 | 216 | 5.9% | $1.76万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $31.61万 | 0.02% | 7,918 | -251 | -3.1% | -$1.00万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.90万 | 0.02% | 6,165 | -26,873 | -81.3% | -$139.04万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.99万 | 0.02% | 15,048 | -115,758 | -88.5% | -$246.10万 | 减仓 |
| DEM | WISDOMTREE TR | $32.04万 | 0.02% | 6,623 | -1,399 | -17.4% | -$6.77万 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $32.18万 | 0.02% | 60,000 | 0 | 0.0% | — | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $32.26万 | 0.02% | 2,280 | -129 | -5.4% | -$1.83万 | 减仓 |
| USMV | ISHARES TR | $32.31万 | 0.02% | 3,524 | -40 | -1.1% | -$3,668 | 减仓 |
| NJR | NEW JERSEY RES CORP | $32.35万 | 0.02% | 5,835 | 51 | 0.9% | $2,828 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $32.44万 | 0.02% | 1,710 | 28 | 1.7% | $5,312 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.64万 | 0.02% | 765 | -247 | -24.4% | -$10.54万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $32.68万 | 0.02% | 6,713 | 6,713 | — | $32.68万 | 新建仓 |
| LEN | LENNAR CORP | $32.73万 | 0.02% | 3,856 | 461 | 13.6% | $3.91万 | 加仓 |
| URI | UNITED RENTALS INC | $32.87万 | 0.02% | 460 | -196 | -29.9% | -$14.00万 | 减仓 |
| REGL | PROSHARES TR | $32.99万 | 0.02% | 3,870 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $33.17万 | 0.02% | 1,670 | -178 | -9.6% | -$3.53万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $33.22万 | 0.02% | 1,167 | -28 | -2.3% | -$7,972 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.33万 | 0.02% | 3,619 | -678 | -15.8% | -$6.24万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $33.40万 | 0.02% | 1,129 | 383 | 51.3% | $11.33万 | 加仓 |