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 |
|---|---|---|---|---|---|---|---|---|
| SNA | SNAP ON INC | $47.16万 | 0.03% | 1,322 | -84 | -6.0% | -$3.00万 | 减仓 |
| KR | KROGER CO | $47.31万 | 0.03% | 6,418 | 4 | 0.1% | $295 | 加仓 |
| MET | METLIFE INC | $47.40万 | 0.03% | 6,943 | -702 | -9.2% | -$4.79万 | 减仓 |
| — | COTERRA ENERGY INC | $47.81万 | 0.03% | 13,313 | -1,159 | -8.0% | -$4.16万 | 减仓 |
| IXJ | ISHARES TR | $47.87万 | 0.03% | 5,218 | -2,961 | -36.2% | -$27.16万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $47.92万 | 0.03% | 4,290 | 4,290 | — | $47.92万 | 新建仓 |
| IGV | ISHARES TR | $49.32万 | 0.03% | 6,354 | 3,079 | 94.0% | $23.90万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $49.42万 | 0.03% | 1,418 | -71 | -4.8% | -$2.47万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $49.50万 | 0.03% | 4,297 | -5,942 | -58.0% | -$68.44万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $49.70万 | 0.03% | 3,091 | 169 | 5.8% | $2.72万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $49.77万 | 0.03% | 4,023 | 262 | 7.0% | $3.24万 | 加仓 |
| ENB | ENBRIDGE INC | $49.93万 | 0.03% | 9,190 | 101 | 1.1% | $5,487 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $50.24万 | 0.03% | 26,496 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $50.27万 | 0.03% | 5,564 | 6 | 0.1% | $542 | 加仓 |
| PEP | PEPSICO INC 看涨期权 | $50.37万 | 0.03% | 321,200 | 319,400 | 17,744.4% | $50.09万 | 加仓 |
| OKE | ONEOK INC NEW | $50.76万 | 0.03% | 5,461 | -1,107 | -16.9% | -$10.29万 | 减仓 |
| EMXC | ISHARES INC | $51.07万 | 0.03% | 6,760 | 411 | 6.5% | $3.10万 | 加仓 |
| TTE | TOTALENERGIES SE | $51.21万 | 0.03% | 5,594 | -1,186 | -17.5% | -$10.86万 | 减仓 |
| EWY | ISHARES INC | $51.27万 | 0.03% | 4,403 | -75 | -1.7% | -$8,733 | 减仓 |
| HSY | HERSHEY CO | $52.02万 | 0.03% | 2,436 | -205 | -7.8% | -$4.38万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $52.26万 | 0.03% | 8,020 | 2,466 | 44.4% | $16.07万 | 加仓 |
| INTU | INTUIT | $52.98万 | 0.03% | 1,235 | 121 | 10.9% | $5.19万 | 加仓 |
| ESGE | ISHARES INC | $52.99万 | 0.03% | 12,097 | -1,439 | -10.6% | -$6.30万 | 减仓 |
| IWO | ISHARES TR | $53.24万 | 0.03% | 1,769 | -775 | -30.5% | -$23.32万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $53.75万 | 0.03% | 20,786 | 598 | 3.0% | $1.55万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $54.15万 | 0.03% | 8,204 | -320 | -3.8% | -$2.11万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $54.27万 | 0.03% | 1,861 | -23 | -1.2% | -$6,707 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $54.71万 | 0.03% | 26,935 | -7 | -0.0% | -$142 | 减仓 |
| EVRG | EVERGY INC | $54.74万 | 0.03% | 6,710 | -390 | -5.5% | -$3.18万 | 减仓 |
| ETR | ENTERGY CORP NEW | $55.07万 | 0.03% | 4,959 | -91 | -1.8% | -$1.01万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $55.50万 | 0.04% | 2,504 | -345 | -12.1% | -$7.65万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $55.68万 | 0.04% | 492 | -58 | -10.5% | -$6.56万 | 减仓 |
| ECL | ECOLAB INC | $55.82万 | 0.04% | 2,127 | -179 | -7.8% | -$4.70万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $56.22万 | 0.04% | 4,182 | -120 | -2.8% | -$1.61万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $56.54万 | 0.04% | 10,974 | -3,773 | -25.6% | -$19.44万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $56.63万 | 0.04% | 16,830 | -2,046 | -10.8% | -$6.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $56.69万 | 0.04% | 14,993 | 5 | 0.0% | $189 | 加仓 |
| SNOW | SNOWFLAKE INC | $56.94万 | 0.04% | 3,705 | 469 | 14.5% | $7.21万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $57.64万 | 0.04% | 1,930 | -1,948 | -50.2% | -$58.17万 | 减仓 |
| SNY | SANOFI SA | $57.90万 | 0.04% | 12,392 | -1,504 | -10.8% | -$7.03万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $57.98万 | 0.04% | 2,304 | -559 | -19.5% | -$14.07万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $58.14万 | 0.04% | 2,883 | -1,711 | -37.2% | -$34.50万 | 减仓 |
| ESGU | ISHARES TR | $58.15万 | 0.04% | 4,232 | -569 | -11.9% | -$7.82万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.45万 | 0.04% | 9,289 | -4,072 | -30.5% | -$25.62万 | 减仓 |
| PTMC | PACER FDS TR | $58.80万 | 0.04% | 16,541 | -1,706 | -9.3% | -$6.06万 | 减仓 |
| LITE | LUMENTUM HLDGS INC 看涨期权 | $58.93万 | 0.04% | 90,000 | 90,000 | — | $58.93万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $59.04万 | 0.04% | 3,466 | -412 | -10.6% | -$7.02万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $59.34万 | 0.04% | 11,845 | -640 | -5.1% | -$3.21万 | 减仓 |
| PFFA | ETFIS SER TR I | $59.43万 | 0.04% | 29,220 | -82 | -0.3% | -$1,668 | 减仓 |
| — | SPROTT FDS TR | $59.77万 | 0.04% | 11,000 | 1,800 | 19.6% | $9.78万 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $59.88万 | 0.04% | 25,221 | 652 | 2.7% | $1.55万 | 加仓 |
| NET | CLOUDFLARE INC | $60.14万 | 0.04% | 3,090 | 176 | 6.0% | $3.43万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $60.38万 | 0.04% | 7,375 | -2,783 | -27.4% | -$22.79万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $60.41万 | 0.04% | 12,551 | 12,551 | — | $60.41万 | 新建仓 |
| MSTR | STRATEGY INC | $60.77万 | 0.04% | 5,004 | 305 | 6.5% | $3.70万 | 加仓 |
| NLR | VANECK ETF TRUST | $60.81万 | 0.04% | 4,783 | -6,482 | -57.5% | -$82.41万 | 减仓 |
| WELL | WELLTOWER INC | $61.24万 | 0.04% | 3,136 | -533 | -14.5% | -$10.41万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $61.82万 | 0.04% | 4,953 | -63,926 | -92.8% | -$797.89万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $61.91万 | 0.04% | 3,293 | -249 | -7.0% | -$4.68万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $62.18万 | 0.04% | 3,148 | 685 | 27.8% | $13.53万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $62.29万 | 0.04% | 30,180 | 3,308 | 12.3% | $6.83万 | 加仓 |
| WM | WASTE MGMT INC DEL | $62.45万 | 0.04% | 2,716 | -1,739 | -39.0% | -$39.99万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $62.61万 | 0.04% | 20,093 | -9,808 | -32.8% | -$30.56万 | 减仓 |
| EEM | ISHARES TR | $63.75万 | 0.04% | 11,643 | -453 | -3.7% | -$2.48万 | 减仓 |
| SF | STIFEL FINL CORP | $64.21万 | 0.04% | 8,936 | -427 | -4.6% | -$3.07万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $64.46万 | 0.04% | 9,719 | 300 | 3.2% | $1.99万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $64.82万 | 0.04% | 31,525 | -2,811 | -8.2% | -$5.78万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $64.94万 | 0.04% | 26,196 | -12,426 | -32.2% | -$30.80万 | 减仓 |
| ADBE | ADOBE INC | $65.01万 | 0.04% | 2,696 | -1,495 | -35.7% | -$36.05万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $66.18万 | 0.04% | 19,970 | -104,975 | -84.0% | -$347.89万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $66.37万 | 0.04% | 2,101 | -509 | -19.5% | -$16.08万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $66.37万 | 0.04% | 37,669 | 2,555 | 7.3% | $4.50万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $67.24万 | 0.04% | 6,116 | -295 | -4.6% | -$3.24万 | 减仓 |
| TIP | ISHARES TR | $67.53万 | 0.04% | 6,120 | -5,026 | -45.1% | -$55.46万 | 减仓 |
| MDT | MEDTRONIC PLC | $67.61万 | 0.04% | 7,885 | 29 | 0.4% | $2,487 | 加仓 |
| ANET | ARISTA NETWORKS INC | $67.72万 | 0.04% | 5,831 | -336 | -5.4% | -$3.90万 | 减仓 |
| SHOP | SHOPIFY INC | $68.02万 | 0.04% | 6,086 | -1,506 | -19.8% | -$16.83万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $68.16万 | 0.04% | 18,090 | -8,484 | -31.9% | -$31.97万 | 减仓 |
| ADI | ANALOG DEVICES INC | $68.27万 | 0.04% | 2,252 | -359 | -13.7% | -$10.88万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $68.69万 | 0.04% | 3,559 | -9,197 | -72.1% | -$177.52万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $69.02万 | 0.04% | 5,063 | -967 | -16.0% | -$13.18万 | 减仓 |
| GM | GENERAL MTRS CO | $69.13万 | 0.04% | 9,500 | -938 | -9.0% | -$6.83万 | 减仓 |
| IWD | ISHARES TR | $69.24万 | 0.04% | 3,306 | -3,678 | -52.7% | -$77.03万 | 减仓 |
| ARKK | ARK ETF TR | $69.71万 | 0.04% | 10,974 | -673 | -5.8% | -$4.27万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $70.15万 | 0.04% | 5,122 | -528 | -9.3% | -$7.23万 | 减仓 |
| GWW | WW GRAINGER INC | $70.21万 | 0.04% | 664 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $70.58万 | 0.04% | 5,077 | 5,077 | — | $70.58万 | 新建仓 |
| IXN | ISHARES TR | $71.22万 | 0.05% | 7,437 | -1,175 | -13.6% | -$11.25万 | 减仓 |
| ADSK | AUTODESK INC | $71.29万 | 0.05% | 3,025 | -1,349 | -30.8% | -$31.79万 | 减仓 |
| FLRT | PACER FDS TR | $71.59万 | 0.05% | 15,493 | 8 | 0.1% | $370 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $71.65万 | 0.05% | 7,803 | 382 | 5.1% | $3.51万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $72.04万 | 0.05% | 8,403 | -784 | -8.5% | -$6.72万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $72.17万 | 0.05% | 9,821 | -800 | -7.5% | -$5.88万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $72.20万 | 0.05% | 2,474 | -428 | -14.7% | -$12.49万 | 减仓 |
| CME | CME GROUP INC | $72.37万 | 0.05% | 2,432 | -2,365 | -49.3% | -$70.38万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $72.49万 | 0.05% | 9,964 | 475 | 5.0% | $3.46万 | 加仓 |
| NVS | NOVARTIS AG | $72.80万 | 0.05% | 4,842 | -1,944 | -28.6% | -$29.23万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $72.92万 | 0.05% | 31,348 | 31,348 | — | $72.92万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $73.07万 | 0.05% | 10,040 | -294 | -2.8% | -$2.14万 | 减仓 |
| PWR | QUANTA SVCS INC | $73.29万 | 0.05% | 1,373 | -1,909 | -58.2% | -$101.90万 | 减仓 |