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 |
|---|---|---|---|---|---|---|---|---|
| FTXL | FIRST TR EXCHANGE TRADED FD | $33.43万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| RILY | BRC GROUP HOLDINGS INC | $33.43万 | 0.02% | 49,020 | -2,050 | -4.0% | -$1.40万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $33.58万 | 0.02% | 14,499 | -225 | -1.5% | -$5,211 | 减仓 |
| CG | CARLYLE GROUP INC | $33.74万 | 0.02% | 7,269 | 2 | 0.0% | $93 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $33.75万 | 0.02% | 6,754 | 268 | 4.1% | $1.34万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $34.06万 | 0.02% | 17,618 | -38,745 | -68.7% | -$74.89万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $34.07万 | 0.02% | 5,143 | -1,070 | -17.2% | -$7.09万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $34.19万 | 0.02% | 9,600 | -1,973 | -17.0% | -$7.03万 | 减仓 |
| MTB | M & T BK CORP | $34.23万 | 0.02% | 1,702 | -996 | -36.9% | -$20.03万 | 减仓 |
| APP | APPLOVIN CORP | $34.23万 | 0.02% | 920 | -1,996 | -68.4% | -$74.27万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.39万 | 0.02% | 4,305 | 1 | 0.0% | $80 | 加仓 |
| DOW | DOW HLDGS INC | $34.81万 | 0.02% | 8,313 | -668 | -7.4% | -$2.80万 | 减仓 |
| VTRS | VIATRIS INC | $34.81万 | 0.02% | 26,862 | -327 | -1.2% | -$4,238 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $34.84万 | 0.02% | 3,161 | -178 | -5.3% | -$1.96万 | 减仓 |
| VFH | VANGUARD WORLD FD | $34.95万 | 0.02% | 2,956 | -544 | -15.5% | -$6.43万 | 减仓 |
| TSN | TYSON FOODS INC | $34.96万 | 0.02% | 5,483 | 902 | 19.7% | $5.75万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $35.12万 | 0.02% | 5,427 | -189 | -3.4% | -$1.22万 | 减仓 |
| SMDV | PROSHARES TR | $35.25万 | 0.02% | 5,176 | -22 | -0.4% | -$1,498 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $35.36万 | 0.02% | 7,000 | 1,350 | 23.9% | $6.82万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $35.52万 | 0.02% | 5,221 | -700 | -11.8% | -$4.76万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $35.52万 | 0.02% | 3,850 | 412 | 12.0% | $3.80万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $35.69万 | 0.02% | 10,161 | -18 | -0.2% | -$632 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $35.88万 | 0.02% | 3,111 | -167 | -5.1% | -$1.93万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $35.96万 | 0.02% | 15,850 | 3,100 | 24.3% | $7.03万 | 加仓 |
| SAP | SAP SE | $36.00万 | 0.02% | 2,139 | -98 | -4.4% | -$1.65万 | 减仓 |
| UL | UNILEVER PLC | $36.01万 | 0.02% | 6,004 | -1,360 | -18.5% | -$8.16万 | 减仓 |
| — | NEXTNRG INC | $36.08万 | 0.02% | 900,508 | 600,508 | 200.2% | $24.06万 | 加仓 |
| GRFS | GRIFOLS S A | $36.50万 | 0.02% | 48,281 | -660 | -1.3% | -$4,990 | 减仓 |
| D | DOMINION ENERGY INC | $36.62万 | 0.02% | 5,921 | -1,757 | -22.9% | -$10.87万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $36.63万 | 0.02% | 37,078 | -291 | -0.8% | -$2,875 | 减仓 |
| CTVA | CORTEVA INC | $37.39万 | 0.02% | 4,508 | -2,737 | -37.8% | -$22.70万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $37.41万 | 0.02% | 10,958 | 792 | 7.8% | $2.70万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $37.43万 | 0.02% | 16,554 | 1,113 | 7.2% | $2.52万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $37.52万 | 0.02% | 23,915 | 23,915 | — | $37.52万 | 新建仓 |
| TXT | TEXTRON INC | $37.54万 | 0.02% | 4,368 | -203 | -4.4% | -$1.74万 | 减仓 |
| VLO | VALERO ENERGY CORP | $37.56万 | 0.02% | 1,501 | -447 | -22.9% | -$11.19万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $37.62万 | 0.02% | 51,889 | -1,041 | -2.0% | -$7,547 | 减仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $38.24万 | 0.02% | 38,353 | -2,763 | -6.7% | -$2.75万 | 减仓 |
| IEUR | ISHARES TR | $38.44万 | 0.02% | 5,644 | 57 | 1.0% | $3,882 | 加仓 |
| AMP | AMERIPRISE FINL INC | $38.45万 | 0.02% | 877 | -601 | -40.7% | -$26.35万 | 减仓 |
| ROST | ROSS STORES INC | $38.65万 | 0.02% | 1,851 | -602 | -24.5% | -$12.57万 | 减仓 |
| VDC | VANGUARD WORLD FD | $38.67万 | 0.02% | 1,726 | -693 | -28.6% | -$15.53万 | 减仓 |
| XEL | XCEL ENERGY INC | $38.71万 | 0.02% | 4,890 | -431 | -8.1% | -$3.41万 | 减仓 |
| BIIB | BIOGEN INC | $38.71万 | 0.02% | 2,064 | 68 | 3.4% | $1.28万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $38.90万 | 0.02% | 45,873 | -762 | -1.6% | -$6,462 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $39.34万 | 0.02% | 44,449 | -4,999 | -10.1% | -$4.42万 | 减仓 |
| F | FORD MTR CO | $39.34万 | 0.02% | 35,093 | -9,717 | -21.7% | -$10.89万 | 减仓 |
| UBS | UBS GROUP AG | $39.58万 | 0.03% | 10,793 | -2,871 | -21.0% | -$10.53万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.63万 | 0.03% | 5,557 | 118 | 2.2% | $8,416 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $39.71万 | 0.03% | 15,732 | -2,792 | -15.1% | -$7.05万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $39.78万 | 0.03% | 27,061 | 119 | 0.4% | $1,749 | 加仓 |
| TGT | TARGET CORP | $39.87万 | 0.03% | 3,357 | -1,760 | -34.4% | -$20.91万 | 减仓 |
| MUSA | MURPHY USA INC | $40.13万 | 0.03% | 806 | 24 | 3.1% | $1.20万 | 加仓 |
| HEFA | ISHARES TR | $40.33万 | 0.03% | 9,717 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.45万 | 0.03% | 1,969 | -238 | -10.8% | -$4.89万 | 减仓 |
| MOAT | VANECK ETF TRUST | $40.64万 | 0.03% | 4,293 | -31,147 | -87.9% | -$294.87万 | 减仓 |
| EQT | EQT CORP | $40.90万 | 0.03% | 6,346 | -840 | -11.7% | -$5.41万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $41.06万 | 0.03% | 8,222 | -201 | -2.4% | -$1.00万 | 减仓 |
| IXUS | ISHARES TR | $41.10万 | 0.03% | 4,909 | 861 | 21.3% | $7.21万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $41.11万 | 0.03% | 6,298 | 6,298 | — | $41.11万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.22万 | 0.03% | 1,530 | -444 | -22.5% | -$11.96万 | 减仓 |
| NUE | NUCOR CORP | $41.31万 | 0.03% | 2,507 | -30 | -1.2% | -$4,943 | 减仓 |
| DON | WISDOMTREE TR | $41.39万 | 0.03% | 8,017 | -1,020 | -11.3% | -$5.27万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $41.39万 | 0.03% | 2,075 | -802 | -27.9% | -$16.00万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $41.45万 | 0.03% | 2,212 | -216 | -8.9% | -$4.05万 | 减仓 |
| IDU | ISHARES TR | $41.55万 | 0.03% | 3,576 | 1,062 | 42.2% | $12.34万 | 加仓 |
| BITO | PROSHARES TR | $41.67万 | 0.03% | 45,536 | 45,536 | — | $41.67万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $41.77万 | 0.03% | 6,037 | -6,884 | -53.3% | -$47.63万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $41.80万 | 0.03% | 14,335 | -8,225 | -36.5% | -$23.98万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.16万 | 0.03% | 3,216 | -606 | -15.9% | -$7.94万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $42.20万 | 0.03% | 210,000 | 209,400 | 34,900.0% | $42.08万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $42.48万 | 0.03% | 2,059 | -1,707 | -45.3% | -$35.22万 | 减仓 |
| KEY | KEYCORP | $42.79万 | 0.03% | 22,055 | -611 | -2.7% | -$1.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $42.80万 | 0.03% | 5,755 | -94 | -1.6% | -$6,991 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $42.93万 | 0.03% | 1,498 | -65 | -4.2% | -$1.86万 | 减仓 |
| ZTS | ZOETIS INC | $42.94万 | 0.03% | 3,692 | -674 | -15.4% | -$7.84万 | 减仓 |
| TLT | ISHARES TR | $43.21万 | 0.03% | 4,979 | -1,203 | -19.5% | -$10.44万 | 减仓 |
| QYLD | GLOBAL X FDS | $43.21万 | 0.03% | 25,876 | 347 | 1.4% | $5,795 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $43.34万 | 0.03% | 9,962 | -296 | -2.9% | -$1.29万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $43.46万 | 0.03% | 5,887 | -861 | -12.8% | -$6.36万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $43.48万 | 0.03% | 17,474 | -19 | -0.1% | -$473 | 减仓 |
| PAYX | PAYCHEX INC | $43.91万 | 0.03% | 4,715 | 372 | 8.6% | $3.46万 | 加仓 |
| GSK | GSK PLC | $43.98万 | 0.03% | 8,110 | -5,577 | -40.7% | -$30.24万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $44.12万 | 0.03% | 9,876 | -3,063 | -23.7% | -$13.68万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $44.24万 | 0.03% | 12,651 | 12,651 | — | $44.24万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $44.73万 | 0.03% | 877 | -54 | -5.8% | -$2.75万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $44.78万 | 0.03% | 4,648 | 517 | 12.5% | $4.98万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $44.79万 | 0.03% | 2,456 | -2,659 | -52.0% | -$48.49万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $44.93万 | 0.03% | 27,477 | 510 | 1.9% | $8,339 | 加仓 |
| PAVE | GLOBAL X FDS | $45.03万 | 0.03% | 9,155 | -4,931 | -35.0% | -$24.26万 | 减仓 |
| WMB | WILLIAMS COS INC | $45.47万 | 0.03% | 6,274 | -1,215 | -16.2% | -$8.80万 | 减仓 |
| BE | BLOOM ENERGY CORP | $46.38万 | 0.03% | 3,881 | -887 | -18.6% | -$10.60万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.46万 | 0.03% | 1,715 | -584 | -25.4% | -$15.82万 | 减仓 |
| HDV | ISHARES TR | $46.52万 | 0.03% | 3,436 | -178 | -4.9% | -$2.41万 | 减仓 |
| AMCR | AMCOR PLC | $46.56万 | 0.03% | 12,218 | 12,218 | — | $46.56万 | 新建仓 |
| CRH | CRH PLC | $46.58万 | 0.03% | 4,571 | -1,993 | -30.4% | -$20.31万 | 减仓 |
| EWT | ISHARES INC | $46.79万 | 0.03% | 6,785 | -171 | -2.5% | -$1.18万 | 减仓 |
| IYF | ISHARES TR | $46.88万 | 0.03% | 4,075 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $47.14万 | 0.03% | 4,688 | -11,622 | -71.3% | -$116.87万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $47.16万 | 0.03% | 2,115 | -3,481 | -62.2% | -$77.62万 | 减仓 |